When Upgrading From a Prior Release of Windchill
Upgrading from a prior release of Windchill is when you are upgrading from Windchill 9.x, 10.0, or 10.1 to the current release of Windchill 10.2.
A Windchill upgrade is performed using the bundled PTC Solution Installer (PSI). The PSI installer is a dynamic installer that offers different installation options based on the products and features you select.
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Windchill server core software and optional products installations cannot be installed or upgraded outside of PSI installer.
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The latest instructions for the PSI installer are contained in the following guides available from the Reference Documents link on the PTC Support page at URL: https://www.ptc.com/en/support/refdoc.
• Windchill Upgrade Guide
• Windchill Upgrade Reference Guide
• Windchill Installation and Configuration Guide
Pre-installation Requirements
Use this topic as a guideline when updating to a new release of Windchill. This topic only covers pre-installation requirements pertinent to Windchill Integrations for Embedded Software.
• To prevent loss of data or corruption, verify that all Windchill objects are checked in before upgrading to a newer release of Windchill.
• As part of the pre-upgrade process, run the Windchill Diagnostic Utility (WinDU) to detect any issues residing in Windchill.
Installation Requirements
Use this topic as a guideline when upgrading to a new release of Windchill. This topic only covers installation requirements pertinent to Windchill Integrations for Embedded Software.
Details for installing the updates using the Windchill Update Tool can be found in the Windchill Help Center under > .
Details for installing Windchill and Windchill Integrations for Embedded Software can be found in the Windchill Help Center under > .
• Subjects of interest include:
◦ Planning a Solution Installation
◦ Using the PTC Solution Installer
◦ Installation Planning for Optional Products
◦ Installing Windchill Solutions, including Optional Product Settings. See Windchill Integrations for Embedded Software for installation instructions.
• In addition to selecting either Windchill PDMLink or Pro/INTRALINK as your product solution, you must also select the optional product solution, Windchill Integrations for Embedded Software.
The Windchill Integrations for Embedded Software product solution consists of:
◦ Windchill Integration for Integrity
◦ Windchill Integration for Software Build Tools
◦ Windchill Integration for Eclipse
• Select the optional integrations you will use with Windchill Integrations for Embedded Software from the following selections:
◦ Windchill Integration for IBM Rational ClearCase
◦ Windchill Integration for Subversion
Post-installation Requirements
Use this topic as a guideline when upgrading to a newer release of Windchill.
Details for configuring Windchill and Windchill Integrations for Embedded Software can be found in the Windchill Help Center under > .
Subjects of interest include:
• Installing Windchill Solutions, including Optional Product Settings. See Windchill Integrations for Embedded Software for post-installation instructions concerning Windchill Integration for IBM Rational ClearCase.
• There are no post-installation instructions for the following integrations:
◦ Windchill Integration for IBM Rational ClearCase
◦ Windchill Integration for Subversion
• As part of the post-upgrade process, run the Windchill Diagnostic Utility (WinDU) to detect any issues residing in Windchill.
• Before users can begin working with Windchill Integrations for Embedded Software, a Windchill site or organization administrator must set up and configure any Defect Tracking System (DTS) and Software Configuration Management System (SCM) adapters.
◦ For DTS adapters, see Adapters Management for Site and Organization Administrators.
◦ For SCM adapters, see Adapters Management for Site and Organization Administrators.