Program Installation
This section describes how to install the Windchill Risk and Reliability Enterprise Edition. It assumes that a SQL Server or Oracle database is already installed on the computer that is to act as the application server. It also assumes that this is the initial Windchill Risk and Reliability installation.
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For smaller Enterprise implementations, you can use Windchill Risk and Reliability with an Express database version of SQL Server 20017, or 2019. You can download one of these free versions from the Microsoft website. When you install Windchill Risk and Reliability, be sure you note the named database instance and the system administrator user name and password. You must supply the database engine configuration and system administrator account information. Because you will also need this same information to convert to future Windchill Risk and Reliability versions, store it in a safe place.
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To install updates, you must be a Windows user with administrative privileges. Alternatively, you must execute the Windchill Risk and Reliability Enterprise Edition using the Run as administrator option before installing the update.
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1. If the PTC License Service is installed, ensure that it is updated to use the License Pack that includes codes for Windchill Risk and Reliability licenses. For more information, see License Management.
If the PTC License Service is not installed, it is installed as part of the Windchill Risk and Reliability installation. Go to the next step.
2. Ensure that you are logged on to the computer that is to be the application server with a Windows user account that has full administrative rights.
3. Download the most recent datacode for the Windchill Risk and Reliability Enterprise Edition. From the PTC Software Download area on the PTC website, you can save the zipped folder to this computer.
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If desired, you can have an installation CD shipped to you. On this same download page, click the link to order the physical media and then submit the required information.
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4. Once the download finishes, start the installation:
a. Right-click the zipped folder and select Extract All, saving the decompressed files to the folder indicated.
b. In this folder, double-click the Install folder to open it.
c. Double-click the WindchillRiskandReliability12.0Enterprise file.
d. If a window opens for permitting this program to run or start, select Run or Continue.
The Setup program loads and opens the Installer Language window.
e. Select the language for your installation and click OK. The Welcome page appears.
f. Click Next. The License Agreement page appears.
A selection control provides for changing the language in which the PTC customer agreement is shown. Additionally, clicking Printable Version opens a PDF file in the selected language so that you can print this agreement. To continue, you must accept the agreement.
g. After reading the agreement, click I Agree.
If no third-party software installation is required, the Setup Type page appears. However, if third-party software must be installed, a page appears, indicating this. In this case, click Install. If the computer must be restarted following its installation of this software, select the option for restarting it now.
When the Setup program resumes, the Welcome page appears. Click Next to go to the License Agreement page, where you must click I Agree again. Once no additional third-party software must be installed, the Setup Type page appears. Two setup types are available.
▪ Full—Installs all Windchill Risk and Reliability components on this computer, which is the application server. This includes the Client folder, which contains files for setting up client computers so that they can access the components on the application server. For more information, see Client Installations.
▪ Custom—Provides for selecting which Windchill Risk and Reliability components to install so that you can install different components on different computers. You must run the Setup program on each computer where a component is to be installed. The use of this setup type is recommended only for advanced users. It is typically used to install the desktop application on one computer. For more information, see Installing to Multiple Machines.
The remaining steps of this procedure explain how to install the full setup.
5. On the Setup Type page, select Full and click Next. The PTC License Service page appears, indicating that you must have this service installed.
The checkbox for installing this service is selected by default.
You clear this checkbox only if the PTC License Service is already installed. In this case, you must ensure that your PTC License Pack is updated so that the Windchill Risk and Reliability licenses are added. If the PTC License Service is not yet updated, clear this checkbox and see Adding Windchill Risk and Reliability Licenses to an Existing PTC License.
6. After selecting or clearing the checkbox for installing the PTC License Service, click Next. The License Information page appears so that you can specify the license server to which to connect.
7. Indicate the host server name and communications port number for the license server and click Next.
◦ If an appropriate version of Microsoft IIS is found, the Choose Install Location page appears. The default folder is C:\Program Files (x86)\PTC\Windchill Risk and Reliability 12.0.
◦ If an appropriate version is not found, a window opens, indicating that the web services cannot be installed. When you click OK, the Choose Install Location page appears. If you want to exit the Setup program to first install and enable an appropriate version of IIS, click Cancel. For more information, see IIS Requirements for the Web Server.
8. On the Choose Install Location page, to install to the default folder, click Next. Otherwise, to install to a different folder, click Browse. In the window that opens, navigate to or create the desired folder and then click Next.
The Select Paper Size page appears so that you can specify the paper size for Windchill Risk and Reliability reports.
9. Select Letter or A4 and click Next. The Desktop Shortcuts page appears.
10. Select or clear the checkbox to indicate whether to add shortcuts for Windchill Risk and Reliability programs to the desktop of the application server. Shortcuts are installed when the checkbox is selected. Then, click Next. The Check Updates page appears.
11. Select or clear the checkbox to indicate whether to check the PTC website for Windchill Risk and Reliability updates. A check is performed when the checkbox is selected. Then, click Next. The Installation Summary page appears.
12. Review the information on this page.
a. If any of this information is incorrect, click Back and Next to move backward and forward through these pages, making the necessary modifications.
b. Once all of the information on the Installation Summary page is correct, click Install.
During the installation, the Installing page is shown, and status windows open and close. To view additional information as files are installed, on the Installing page, click Show Details.
Once all files are installed, if the PTC License Service must also be installed, the files for it are extracted and the setup program starts. In the upper right corner of the program window, PTC License Server is shown.
In this case, download and install your PTC License Pack. For more information, see Obtaining and Installing a New License for Windchill Risk and Reliability.
Once you exit the PTC.Setup program, the Setup program for Windchill Risk and Reliability resumes.
If you have requested that it check for updates, this task is performed. If an internet connection cannot be made, a window opens, indicating that updates cannot be downloaded. If this occurs, you must click OK to close this window.
Once the installation finishes, the final page of the Setup program appears, with I want to create the Windchill Risk and Reliability database now selected. If a previous version of Windchill Risk and Reliability is found on the computer, this page also displays two conversion options. Descriptions follow for all three options that can appear.
◦ I want to create the Windchill Risk and Reliability database now—When this checkbox is selected and no prior data is to be converted, clicking Finish starts the New Database Wizard. You use this wizard to create the Windchill Risk and Reliability database for this installation. For more information, see Database Creation.
▪ Convert data from previous versions of Windchill Risk and Reliability—When this option is present and selected, clicking Finish starts the Windchill Risk and Reliability Conversion Wizard. You use this wizard to copy the files in an already existing database to a Windchill Risk and Reliability database. For more information, see Database Conversion.
▪ Do not convert data from previous versions—When this option is present and selected, clicking Finish starts the New Database Wizard. You use this wizard to create a new Windchill Risk and Reliability database for this installation. For more information, see Database Creation.
13. To complete the installation, do the following:
a. Select I want to create the Windchill Risk and Reliability database now and, if data from a prior installation is found, indicate whether to convert it.
b. Click Finish. The Setup program completes the installation as described earlier and then closes.
| | • If you clear I want to create the Windchill Risk and Reliability database now and click Finish, the Setup program still completes the installation of components. However, you cannot start any Windchill Risk and Reliability application until the database for this installation exists. On the application server, double-clicking the WindchillRiskandReliability.Database.Enterprise file starts the New Database Wizard so that you can create it. If the default installation directory is used, the path is C:\Program Files (x86)\PTC\Windchill Risk and Reliability 12.0\Windchill Risk and Reliability. • If the WQSFiles folder does not exist at the same location where the Temp folder is in the installation folder, you must first create this folder and ensure that it has all the required permissions (add, edit, modify) granted to the entire group of users. • If you install Windchill Risk and Reliability REST Services, make sure that the WQSFiles folder is created in <Installation Directory>/OData folder. If it is not created automatically, you must first create this folder and ensure that it has all the required permissions (add, edit, modify) granted to the appropriate groups and users. |
Once the Enterprise Edition is installed and the Windchill Risk and Reliability database is created, you can start the desktop application or the Administrator application. If shortcuts have been added to the Windows desktop of the application server, you can double-click them to start these applications.
You can also start an application by selecting > and then the option for it from the Windows Start menu. Options for starting Windchill Risk and Reliability Web Services and the Windchill Risk and Reliability Conversion Wizard also reside in this same program group.
The Enterprise Edition requires login information before you can access an application. For more information, see Initial Login Information.
For the people who are to use Windchill Risk and Reliability applications, you install components on their computers. For more information, see Client Installations.
Before rolling out your new system to users, you might want to place copies of all Windchill Risk and Reliability guides in a location where they can access them. You can download the latest copies of these guides from the Reference Documents area on the PTC website.
As explained in Technical Support, Windchill Risk and Reliability modules are included in PTC business systems for software support. The The PTC eSupport Portal provides links for account creation and support resources.