Creating a Project or Additional System File from a PTC Windchill Product
When you can create a Project or additional System file from a Windchill PDMLink/Windchill MPMLink product, both the New Project Wizard and Create File Wizard display a Create from Windchill PDMLink/MPMLink product option.
When you select this option in either wizard, the process is basically the same. This topic assumes that you are using the New Project Wizard to create a Project and its default System file. If you are using the Create File Wizard to create an additional System file in an existing Project, only two differences exist:
• The Select the Field Mapping page displays any Windchill mappings already defined at the Project level as the defaults.
• The Set Up New Project page is not shown.
Once you select Create from Windchill PDMLink/Windchill MPMLink product and click Next, either the Windchill Login window opens or the Select Windchill Product page appears.
• If the Windchill Login window opens, you must supply valid user account information before the Select Windchill Product page will appear.
• If the Select Windchill Product page appears, valid user account information is saved with the Windchill connection settings.
On the Select Windchill Product page, the list from which to select the product is dynamically obtained from Windchill PDMLink/Windchill MPMLink.
1. For Windchill product, select the product from which to create the Project and click Next. The Select Saved Expansion Criteria page appears.
The list for this option is pulled directly from the Edit Expansion Criteria function in the Windchill Product Structure Explorer. The default is the latest version of the BOM (bill of materials). However, you can select a saved snapshot of the BOM from some other point in time.
2. For Saved expansion criteria, select the BOM you want to use and click Next. The Select the Windchill Part page appears.
This page provides for searching the selected product’s part masters and selecting the one you want to use as the top-level item in the system tree. The BOM part data for the item you select is copied into the system tree in the new System file.
3. To search for the Windchill part you want to use as the top-level item, do the following:
a. Enter a part name for Name and/or a part number for Number.
The default asterisk (*) values are wildcard characters. If you leave them and click the Search button, all parts in the selected BOM are returned as search results. If desired, you can use an asterisk anywhere in a search string to match any number of characters, including zero.
b. To restrict the search results to end items, select Only search End Items.
When this checkbox is cleared (default), all matching items are included in the search results. When it is selected, only end items are searched.
c. Click Search. The Windchill parts meeting the search criteria are shown in the table.
d. Select the part you want to use as the top-level item in the system tree and click Next. The Include Occurrence Data page appears.
On this page, you indicate whether you want to include Windchill occurrence data, such as Reference Designator, for mapping to System Tree Items fields. You would use this data to identify parts that are used in the system multiple times.
For example, if you are copying Windchill product data into the System file for use in an FMEA, you would want an entry for each occurrence of the part. Including occurrence data is the same as selecting the Show Occurrences option in Windchill.
4. Indicate whether you want to include occurrence data and click Next. The Select the Field Mapping page appears so that you can map Windchill attributes to fields in the System Tree Items table.
◦ The read-only System Tree Field column lists all fields in which you can store Windchill data.
◦ The choices available for selection in the Windchill PDMLink/MPMLink Attribute column are all attributes that can be mapped. You can map an attribute to multiple System Tree Items fields.
Three attributes are always mapped by default: Name, Number, and Quantity. If you indicated that occurrence data is to be included, Reference Designator is also mapped.
When viewed in the Create File Wizard, this page also displays any additional mappings that were defined during Project creation.
All Windchill attributes and Creo quality-critical control characteristics for Windchill parts are copied into the special Global Attributes table. If you map a Windchill attribute to a System Tree Items field, it is copied into the mapped field in the System Tree Items table and into the Global Attributes table. However, for the Global Attributes table to be available, you must have a Windchill integration license for CTQ (critical to quality) characteristic management.
System Tree Items fields that are mapped to Windchill attributes are read-only in the following places:
▪ System Tree Items table and its subtables and forms
▪ FMEA Tree Items table and its subtables and forms
▪ Parts Table and its forms
▪ Assembly Library forms
5. For each Windchill attribute to map, for System Tree Field, make a selection for Windchill PDMLink/MPMLink Attribute. When finished, click Next. The Select Sort Order page appears.
You can select as many as three fields on which to sort during the copying of Windchill parts. For First Sort, the default is Number, which indicates that the part number is the first field to sort on. The default for the sort order is ascending.
6. If you do not want to modify or add sort criteria, click Next. Otherwise, specify the desired criteria and then click Next.
◦ In the New Project Wizard, the Set Up New Project page appears. Go to step 7.
◦ In the Create File Wizard, the Wizard Complete page appears. Go to step 8.
7. On the Set Up New Project page, indicate whether you want to set up the Project using default settings or to continue through pages for setting up a new Project; then, click Next.
◦ If you selected Use default settings (default), the Wizard Complete page appears. Go to step 8.
8. On the Wizard Complete page, click Finish.
Windchill parts are copied into the
System Tree Items table in the newly created System file. Additionally, attributes for these parts are copied into the special
Global Attributes table. For more information, see
Managing Global Attribute Data.
The icons used for Windchill end items and parts differ from those used for assemblies and parts inserted directly in Windchill Risk and Reliability. For more information, see the next topic.