PTC Windchill PDM Essentials Technical Overview

January 2015

Windchill PDM Essentials Technical Topics

• Prerequisites • Installation • Configuration • Administration • CAD Integration

For more information, see the PTC Windchill PDM Essentials Product Portal

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Prerequisites – Hardware and platform

System Use

Windchill Server for light CAD use - Assemblies with < 500 components - Assemblies require < 2GB to open in Creo

Windchill Server for heavy CAD use - Assemblies with > 500 components - Assemblies require > 2GB to open in Creo

Active CAD Active NonCPU Users CAD Minimum

up to 25

up to 25

up to 200

up to 200

Single, physical or virtual server deployment only (no separate webserver and database server)

4 cores

4 cores

RAM Minimum

RAM/CPU additions for concurrent CAD Publishing

12 GB

First CAD publishing worker: Add RAM needed open largest assembly in Creo (e.g., if largest assembly requires 4 GB to open add 4 GB to 14 GB base for total of 18 GB)

14 GB

For each additional CAD worker: Add 2 CPU cores plus RAM required to open largest assembly in Creo

Microsoft Windows Server 2008 R2 OS Only (no other OS is supported)

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Prerequisites Getting the Windchill PDM Essentials software • You can order physical media (in the form of a USB thumb drive) or download it from PTC.com • If you download the 20 GB zip file of Windchill PDM Essentials from PTC.com, use the download manager and plan to download overnight. • Ensure that you have a zip utility like .7z that can unzip a .zip format installed on the server so you can uncompress the image. See http://www.7-zip.org/download.html • Ensure that you have Adobe Acrobat installed on the server so that you can access the Windchill PDM Essentials Getting Started documentation • Enable the Hyper-V role on the server if you want to install using Microsoft’s Hyperviser that is bundled with Windows Server. You get the most manageability with a virtual deployment. See http://technet.microsoft.com/en-us/library/cc732470(v=ws.10).aspx 4

Downloading the software from PTC.com

Select Windchill PDM Essentials from list of available software to download

Select Download Manager option to ensure that software is successfully downloaded even if there are hiccups in the internet connection. The download manager will retry and continue from where it was interrupted in the case of a temporary loss of connection

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Prerequisites Ensure that Windchill Browser Windows/wizards will display in IE • Disable the Internet Explorer ESC (Enhanced Security Configuration) to ensure that Windchill pages and wizards can be displayed StartAdminstrative ToolsServer Manager

Select link to configure IE ESC

Turn off ESC

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Documentation The documentation specific to Windchill PDM Essentials is available in all supported languages in the install image.

Select folder GettingStartedDocumentation

Select folder for the language of interest and then select and open the PDM document (make sure you have a PDF reader installed first). You can also access the documentation from the installation assistant during the install.

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Installation • Insert the USB drive media on the server and copy the contents to a location with at least 20 GB of space • Or copy the downloaded image to a location with at least 40 GB of available space and uncompress

Insert USB drive and copy content to server location You can install directly from the USB but the log files will be written to the USB drive in this case. It is generally best to have a full copy of the software image on the server.

After you copy the software image is a good time to take a system snapshot if you are deploying into a virtual machine 8

Installation

Right click on Windchill Setup.exe and select menu choice to Run as administrator

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Installation

Installation Wizard is launched

Accept license agreement

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Installation You optionally select the help icon to open the Getting Started Guide for Windchill PDM Essentials. This is a PDF document so make sure you first install Acrobat reader.

Installer first validates the hardware and software environment to ensure all the prerequisites are satisfied: • Adequate CPU and RAM • Supported OS version • Supported .Net version • Available ports

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Installation

Ensure that the file vault location has sufficient space for your estimated CAD model file growth

Make sure to record each username and password (such as in a secure password manager application or site) Select the base data language to identify the language desired for all templates and labels. This defaults to the language set for the Windows Server OS into which the solution is installed.

Enter company name and company domain name for organization container definition

Enter the email address of the person who will be the Windchill PDM Essentials administrator and to whom system notifications should be sent

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Installation Enter the location to install the SQL Server Standard Runtime Edition which is bundled with the Server (only English version is installed at this time)

Enter the name and port for your Creo license server. Make sure to also add the Windchill Visualization license to the Creo license file so that this Visualization license is checked out during publishing options rather than one of your Creo Parametric design licenses.

Enter the SMTP server address so that the system can send email notifications for subscribed events and server notifications

Enter an email address name that you want to associate with emails generated from the server to distinguish them (such as for event subscription notifications)

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Installation Verify that all installation settings are correct. Select the back button to go back to make changes to settings as needed.

Select Install to begin installation of all components

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Installation

The installer shows the progress and success of each of the components being installed 1.5 to 3 hours are required to complete this installation (depending on CPU and I/O speed). No additional user input for installation is required at this point so you don’t need to actively monitor the installation other than to check progress. If the installation is done on a system with a solid state drive (SSD) , the installation con complete in as little as 15 minutes.

Once the installation is started, it cannot be cancelled. If you encounter a problem where the installation is not completed or aborted, you must manually uninstall/remove all the components or revert to a virtual system snapshot before the start of the install.

Select Finish to go on to the configuration step

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Configuration The installation of all components is now complete. The next step is to configure the system for customer-specific needs.

A browser is automatically launched to log into the Windchill server. A favorites shortcut to the Windchill PDM Essentials home page is automatically added to the IE browser

Log into Windchill using the Windchill administrator username and password wcadmin is the default administrative username.

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Configuration

A configuration assistant window will be launched from this browser window

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Configuration The configuration assistant may take a couple of minutes to completely display with all window trim. This assistant will lead you through the basic configuration steps to personalize the system for the customer needs. You can choose to skip any or all of these steps if you prefer to configure all or part of the system manually.

The first step is to specify whether to use an automatically generated numbering scheme. By default, manual numbering is selected. If you enable automatic number generation, you can specify a basic automatic numbering scheme that includes a prefix and or suffix. You can also configure a custom number generation scheme via a Windchill automated number generation file.

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Configuration

The second step is to configure server-generated format publishing (the automatic publishing of viewables, thumbnails and formats such as PDF, DXF, IGES… when documents are checked in). The server-side publishing is enabled by default You can also specify the CAD document types for which formats will be generated. For example, if you are interested only in publishing formats for drawings, then only select the drawing option.

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Configuration

The third step is to configure what version scheme to use when generating labels as part of a revise operation. You can select from the simple schemes in the drop-down list or you can define your own custom version scheme file after completing this wizard.

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Configuration The Fourth step is to populate the pre-defined shared team role/groups with users. This step is important to ensure that each role has the appropriate lifecycle-driven access to CAD models in Products and Libraries

Select icon to add users to roles

Define information for each user

Select role/group for user. This is the shared team role/group that controls user privileges, group membership and associated profile to control visibility to information and actions appropriate for that role

The temporary password for each user is automatically defined to be the same as the user name entered. Each user should be instructed by the administrator to change their password on their Windchill properties page as soon as they access the system.

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Configuration The Fifth and final step is to define the CAD document attributes to add and to exchange with the integrated CAD applications such as Creo

Select icon to add attributes

Define the name to display for the attribute a the properties page

The internal name is automatically defined in upper-case characters only and with spaces replaced with underscore characters. This internal name is the name you should use to define matching Creo parameters in your Creo model files and start part and drawing templates. As long as the Creo parameter name matches the server attribute internal name, is of the same type (integer, real with units, string, etc), and is designated, the values will be bidirectionally exchanged between the Creo model file and the server.

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Configuration - Finish

Select the Finish button to complete the configuration or go back and make any necessary updates for any of the steps.

Note: Once you select Finish, you cannot return to this configuration assistant. You must make all subsequent updates using the standard Windchill administrative utilities.

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Configuration - Finish At this point, your configuration is completed and the Windchill home page for the administrator is launched.

A link to the Windchill PDM Essentials server is automatically added to the favorites bar

Note that you are logged in as an administrator. Enter Alt + F (if using Internet Explorer) to create a new session and to log in as another role to verify behavior (select on the Windchill PDM Essentials favorites bar link to go to the server log in).

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Preset Environment Pre-defined information and settings in Windchill PDM Essentials • Windchill is created as a Windows service • A standard parts library is pre-defined based on library template • Groups, shared teams with role groups and profiles are pre-defined and associated • A pre-defined lifecycle is created for CAD documents

• A pre-defined library template is created that uses the pre-defined shared team and associated access policies • Access control policies are defined for shared library team and shared product team • Attributes are pre-defined for CAD Documents and these attributes are displayed in a pre-defined workspace view. 25

Preset Environment – Windows Service Windchill is configured as a Windows Service Go to Start > Administrative Tools > Services Find the Windchill Service and right click to see the actions available. The Windchill service starts automatically when the server is booted and starts the directory server, Apache/Tomcat server and Windchill server manager and method server in the proper order. The Windchill server can be automatically stopped and restarted by the customer or partner as needed.

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Preset Environment – Server Desktop Desktop shortcuts to the Windchill browser interface and Creo Publisher are automatically created

Desktop shortcut to Windchill browser home page

Desktop shortcut to the Creo publishing worker

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Preset Environment – Product and Library Outline Organization Context Domain associated with Product in Organization (Defined with Product-specific policy rules)

Product Template

Product Shared Team Instance

Product Container Instance

Library Template

Library Shared Team Instance

Library Container Instance

Domain associated with Library Shared team in Organization (Defined with Library-specific policy rules)

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Preset Environment – Shared team/roles/groups/profiles Library Shared Team Product Shared Manger (role) Product Team Team Manager (group) Manager (role) Team TeamManager Manager (role) (group) Team Manager (group) CAD Author (role) CAD (role) CAD Author Author (group) CAD Author (group) Contributor (role) Contributor Contributor(role) (group) Contributor (group) Viewer (role) Viewer Viewer(role) (group) Viewer (group)

Organization Context Org Profiles

Org Groups Manager (group) TM1 User TM2 User

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Manager (profile)

•

CAD Author (profile)

CAD Author (group) CAD1 User CAD2 User

•

Contributor (profile)

•

Viewer (profile)

Contributor (group) C1 User C2 User Viewer (group) V1 User V2 User V3 User

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Preset Environment – Parts Catalog Library A Parts Catalog library is pre-defined using a pre-defined library template

A Parts Catalog library is pre-defined based on a Team Library template and a shared team Library Team. All non-administrative roles have only read access to this library and read-access only to CAD documents in a released state

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Preset Environment – Product Template A Team Product template is pre-defined for creating products that uses the shared Product Team The system is pre-defined to show only the Team Product Template that is pre-defined for the shared team and roles in Windchill PDM Essentials. The Team Product product template associates the shared team Product Team with each product created. This product team includes the roles defined in the participants step of the Configuration Assistant and ensures that the members of each role/group have the appropriate access for each life cycle state.

Only the Team Product template is shown by default. The other product templates are hidden to prevent confusion (a customer who creates a product with these other templates will not inherit the role-based behavior and access control defined in the Team Product template.

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Preset Environment – Shared Teams Shared teams are defined and associated with product and library templates

Product Team is shared team is associated with product template and defines membership in each product instance

LIbrary Team is shared team is associated with Library template and defines membership in Parts Catalog and any other library created using the Team Library template

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Preset Environment – Shared Teams The product and library shared teams have the same roles and group membership

Shared team associated with Pre-defined parts library

The Shared Team Groups such a CAD Author are automatically populated during the participants step of the configuration assistant. The Shared Team defines access control rules for each role based on lifecycle state. Each group is also associated with a profile that limits visibility to information and actions in the interface based on role.

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Preset Environment - Groups Groups are pre-defined, populated with users in configuration participant step and associated with shared team roles and profiles

These pre-defined groups are automatically created and populated with the role/group members during the configuration assistant participants step. These groups are pre-populated in the Product and Library teams under a role of the same name These groups are associated with a profile which limits visibility to information and actions in the web interfaces based on role. Note—when adding new users through the standard Windchill participant administrators interface, make sure to associate each new user with one of these groups to endure the proper access to Product and Library information based on role.

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Preset Environment – Profiles Pre-defined profiles are associate with groups and control visibility to information and actions in the web interface The highlighted rows are the pre-defined profiles that are defined and associated with the predefined groups and shared team roles of the same name. These profiles limit visibility to information and actions in the web interfaces

The second CAD Author listed is defined in the organization representing the customer and is the Profile that is associated with the CAD Author group

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Preset Environment – Attributes Server attributes defined in Configuration Assistant are associated with CAD Documents and are defined as global attributes under EssentialsEPMAttributes

The attributes defined during the Configuration Wizard are associated only with CAD Documents by default The attributes defined during the Configuration Wizard are created as global Attributes under EssentialsEPMAttributes

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Preset Environment – Lifecycle A CAD Data Management lifecycle is pre-defined in organization container This CAD Data Management lifecycle is automatically created and associated with EPMDocument types in the object initialization rules for that type.

The lifecycle is configured for maximum flexibility out of the box and supports all transitions for Promote and Set State operations.

This can be easily tailored to allow fewer transitions for more restrictive behavior.

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Preset Environment – Access policies Access policies for CAD Documents based on lifecycle state and role The following table lists the default access privileges for CAD documents for each role and each state.

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Preset Environment – Access policies Access policies are defined in Product and Library team domains in organization

Library Team Domain defines access policies for Part Catalog library. Product Team domain defines access control polices for each product container instance created using Product Team template.

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Preset Environment – Access policies Access policies are defined in Product and Library team domains in organization Access policies are defined for EPMDocument type for each state and role in Product Team Domain

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Preset Environment – Access policies Access policies can be adjusted per role and per lifecycle state Access permissions for EPMDocument type for role for a particular state can be viewed in Policy Administrator access control rule interface

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Preset Environment – Publishing Publishing is automatically configured for basic thumbnail and viewable generation System is pre-configured to generate thumbnails and 3-D Creo View viewables on check in from workspace.

The Creo View light visualization plug-in is installed on the server and available for download and installation on any connected client

Note: The Creo View adapter for SolidWorks is not bundled with the solution and must be purchased separately and configured separately on a non-server machine. SolidWorks cannot be installed on a Windows Server OS. 42

Preset Environment – Profiles

This is the pre-defined profile associated with the pre-defined CAD Author group. Note that change and part actions are not visible as they are not supported with Windchill PDM Essentials. The profile associated with the Viewer role hides the most functionality to simplify the information and actions to only those likely to be relevant to a viewer role.

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Creo CAD Integration – Connecting to server Pro/ENGINEER Wildfire 5.0 (M070 or later) and Creo 2 M020 or later support Windchill integration out of the box. There is no need to install any additional components to use Creo and Wildfire with Windchill. Windchill PDM Essentials supports the same Creo integration as is supported for PDMLink. See here for detailed information on the Creo Integration. First, you need to register the Windchill PDM Essentials server with Creo. Copy the address for the Windchill server from your browser. Include the address string up to Windchill/

Now launch Creo and go to File  Manage Session  Server Management. In the server manager dialog, right click on the server name and select the action Register New Server.

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Creo CAD Integration – Connecting to server Enter the name you want to use to identify the server. Enter the address for the server that you copied from your browser (up to the Windchill/ portion of the address)

Select the check action to verify that Creo can connect to the server

If Creo can connect to the Windchill server, then the server manage will show the workspaces created for each of the serve contexts.

Click OK to complete the Creo registration to the Windchill server

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Creo CAD Integration – Identifying active workspace Select the Windchill server

Right click on the workspace associated with the context you want to work with (such as the Parts Catalog).

Select the Activate  Workspace and Set Primary to make the workspace active and to identify it as the primary server workspace.

Now Creo is registered to the Windchill PDM Essentials server and is associated with an active workspace. 46

Creo CAD Integration – Navigating server from Creo The Windchill server and active workspace are shown in the Common folders. Click these locations to show in the embedded browser.

Expand the folder tree to see the full set of Windchill locations

You can also view and browse the locations in the embedded browser.

You can navigate the Windchill server locations just as if it was a file system

Open the workspaces folder to see all the workspaces to which you have access. Right click on the workspace name make a workspace active.

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Creo CAD Integration – Enabling workspace view 1. Click home icon to go to your Windchill home page. Click customize button to select views to display.

Click workspaces check box to show all the workspaces you own on your home page. Only CAD authors should check this option. Viewer and contributor roles should not check this view.

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Creo CAD Integration – Workspace behavior Workspaces are individual designer “sandboxes” that enable the designer to easily experiment on Design development and to control when and what information is available to other designers. Designers might create a workspace for each product or project or for each of the major contexts in which work is done. Client

Server

Common space Designer’s Local Client Workspace

Check Out or Add to workspace directly into Creo client

Visible to others

Check In to server directly from Creo Visible to designer Designer’s Server-side Workspace

Check Out or add to server workspace

Visible to designer

Check In from Server workspace

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Creo CAD Integration – Automatic Number generation If the automatic number generation is enabled, the numbering scheme defined applies to the CAD Documents created

CAD Document name is automatically generated based on defined numbering scheme and applied to new CAD Documents in Creo

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Creo CAD Integration – Attribute exchange Make sure to create start parts, drawings and templates that have the designated parameters that you want to exchange with CAD application and server

Save start part and other templates to location on server and identify location in config.pro super so that the proper template with exchanged server attributes is used by all designers when creating new parts and drawings

Define and designate Creo parameters on start parts and drawings that you want to exchange with the server. 51

CAD Integration – Accessing workgroup managers Workgroup managers are installed on server for download to clients Select Quick LinksSfotware Downloads to access Desktop integration and CAD Workgroup manager clients (such as for SolidWorks, AutoCAD and Inventor integration)

Select Windchill Workgroup Managers for a list of CAD integration clients

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CAD Integration – Installing CAD workgroup managers Workgroup managers must be installed on each client Select Start Installation button to begin the installation of the Workgroup manager on a client workstation.

This is a list of the Workgroup Managers supported for Windchill PDM Essentials. Select on the link to download the detailed documentation for each of the workgroup managers

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CAD Integration – Tuning the client PTC provides a client inspector utility that you can execute on each client to examine your client configuration and make the changes to ensure the best possible user experience on that client. You can access the Client Inspector guide here: https://www.ptc.com/view?im_dbkey=119034

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Administration – Identifying Windchill PDM Essentials Version Version is identified from Help  About Select Quick LinksHelpAbout Windchill PDM Essentials for version information.

The Windchill PDM Essentials release and datecode are shown here

The specific component versions on which the Windchill PDM Essentials build includes are listed here

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Administration – Configuring Help The Windchill help center can be configured to limit scope to Windchill PDM Essentials 1. Select Quick LinksHelpWindchill Help Center

2. Select help configuration icon

3. Select profile settings specific 4.The Select PDMcomponent Essentialsversions profile on which the Windchill PDM Essentials This profile limits the help topics to those that build to includes arePDM listedEssentials here apply Windchill

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Administration – Setting concurrent license count As administrator, go to SiteUtilitiesLicense Usage Reporting

Select icon to edit license count after installing Windchill PDM Essentials

Set the license count to the number of concurrent seats of Windchill PDM Essentials purchased

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Administration – Monitoring concurrent license use As administrator, go to SiteUtilitiesLicense Usage Reporting

Note license count, maximum concurrent users for period and compliance status

Select graph icon to show monthly usage report

License usage report shows peak concurrent use for each day of month

Any user that accessed the server through a web or CAD client within a half hour period is considered an active user. This report shows the ½ hour period in the day with the maximum number of concurrently active unique users 58

Administration - Backup The system is not automatically configured for backup. The partner or customer must configure backup of the database and the file vault in the same fashion as for Windchill PDMLink. Refer to the on-line help or the Windchill backup and Recovery Planning Guide for details.

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