Specifying Settings for Connecting to PTC Windchill

Windchill Risk and Reliability Administrator > Administrator Basics > Getting Started How-Tos > Specifying Settings for Connecting to PTC Windchill

Windchill Risk and Reliability Administrator supports connecting to PTC Windchill versions 8.0 or later. When connection settings are specified here in the Administrator application, a user can create a Project or System file from a product in PTC Windchill MPMLink or PTC Windchill PDMLink. Additionally, if connection settings are specified for PTC Windchill 10.0 M020 or later, a user can create PTC Windchill CAPA requests, change requests, and problem reports from problems in the Problems table. If no connection settings are specified, no PTC Windchill options are shown in other Windchill Risk and Reliability application.

1. Select Tools > Edit PTC Windchill Settings. The PTC Windchill Settings window opens.

2. Complete this window.

Option

Description

Server address

The address for the server on which PTC Windchill is installed. Your server location determines the address to enter. You include the protocol (http:// or https://), the host name, port number (optional), and application name (PTC Windchill). Thus, the format is:

http://hostname:port/web-app

An example of a server address follows. This address is not valid and does not include the optional port number.

http://prod-sys.companynet.company.com/PTCWindchill

If the above address did include a port number, it would look something like this:

http://prod-sys.companynet.company.com:8080/PTCWindchill

After making changes to the server address, IIS needs to be restarted.

How do you want to authenticate to PTC Windchill

Indicates how to handle authentication for connecting to PTC Windchill PDMLink or MPMLink. Choices are:

• Prompt for each session.: When selected, the PTC Windchill Login window opens when a user attempts to perform a task that requires a PTC Windchill connection. In this case, the user must enter their PTC Windchill user name and password.

• Always use the same PTC Windchill user: When selected, User name and Password become available so that you can enter the account information with which all users are to make a PTC Windchill connection.

User name

The name for the user account that is to connect to PTC Windchill.

Password

The password for this user account.

Test Settings

Provides for testing the server settings specified to see that the PTC Windchill connection is made successfully. This button appears in the lower left corner of the window.

Enable

In this area, you indicate whether PTC Windchill change requests, CAPA requests, and problem reports can be created from a problem in Windchill Risk and Reliability. These functions are supported only if connection settings are for PTC Windchill 10.0 M020 or later. By default, all three checkboxes are cleared. To turn on these functions, you must select their checkboxes.

Change Requests

Indicates whether PTC Windchill change requests can be created from problems in Windchill Risk and Reliability.

CAPA Requests

Indicates whether PTC Windchill CAPA requests can be created from problems in Windchill Risk and Reliability.

Problem Reports

Indicates whether PTC Windchill problem reports can be generated from problems in Windchill Risk and Reliability.

3. Click Test Settings to verify that the specified server settings successfully connect to PTC Windchill.

If Prompt for each session is selected for authentication, or if user account information is not supplied, the PTC Windchill Login window opens so that you can enter the user name and password to use. In this case, enter account information and click OK.

After a short delay, another window opens, indicating whether the connection attempt was successful.

4. Click OK to close this window. If the connection attempt fails, make the necessary setting modifications and repeat steps 3 and 4.

5. Once the connection attempt is successful, click OK.

After valid PTC Windchill settings are specified here in the Administrator application, you can create a Project or System file from a PTC Windchill product in the desktop application. Additionally, if the settings are for PTC Windchill 10.0 M020 or later, you can create PTC Windchill change requests, CAPA requests, and problem reports from problems in Windchill Risk and Reliability, providing these functions are turned on and you have the necessary permissions. For more information, see the PTC Windchill Integration section in the help or guide for the desktop application. You can download the latest copy of these guides from the Reference Documents area on the PTC website.