Curriculum Guide Arbortext Content Manager 10 0

Arbortext Content Manager 10

Curriculum Guide

Live Classroom Curriculum Guide

Introduction to Arbortext Content Manager 10.0

Business Administration of Arbortext Content Manager 10.0

Workflow Administration of Windchill 10.0

Update to Windchill 10.0 for System Administrators

System Administration of Windchill 10.0

Customization of Windchill 10.0

Monitoring Windchill Performance using the PTC System Monitor

Introduction to Arbortext Content Manager 10.0Overview

Course Code TRN-3150-T

Course Length 2 Days

In this course, you will learn how to completebasic Arbortext Content Manager functionsincluding how to access and navigate theArbortext Content Manager environment,manage information, and manage assignedtasks. The course also introduces ArbortextIntegration and provides the skills necessaryto manage Arbortext documents in theArbortext Content Manager environment. Othertopics include how to use Arbortext ContentManager’s communication and collaborationtools and access user support functions andinformation. These skills are important becausethey enable you to apply Arbortext ContentManager capabilities toward meeting yourcompany’s content management goals.At the end of each module, you will completea skills assessment. The questions are usedto help reinforce your understanding of themodule topics and form the basis for review ofany topics, if necessary.

Course Objectives• Understand the Windchill ACM environment

and terminology• Locate product information• View product information• Understand the Arbortext Integration

concepts and terminology• Share Arbortext documents• Modify Arbortext documents• Manage dynamic documents• Manage standard documents• Participate in Windchill ACM processes• Use Windchill ACM tools to manage your

work

Prerequisites

• Basic browser and Web navigation skills

• Basic understanding of Arbortext Editor functionality

• Basic understanding of Project Management processes and deliverables

Audience

• This course is intended for End Users, System Administrators, Business Administrators andApplication Developers

Agenda

Day 1

Module 1 Introduction to the Windchill Environment

Module 2 Locating Information

Module 3 Viewing Information

Module 4 Getting Started with Arbortext Integration

Module 5 Sharing Arbortext Documents

Module 6 Modifying Arbortext Documents

Day 2

Module 7 Managing Dynamic Documents

Module 8 Creating Documents and Links

Module 9 Modifying and Managing Documents

Module 10 Participating in Processes

Module 11 Managing Your Work

Business Administration of Arbortext Content Manager 10.0Overview



After completing this course, you will bewell prepared to set up and manage abasic Windchill ACM implementation at yourcompany.In this course, you will learn how to performbasic Windchill ACM administration tasks. Youwill learn how to plan and create user accountsand groups, and how to plan and createinformation management storage strategies.Other topics will include life cycles, workflows,teams, and configuring domain policies. Theseskills enable a business administrator toconfigure Windchill ACM to meet businessneeds.At the end of each module, you will completea skills assessment. The questions are usedto help reinforce your understanding of themodule topics and form the basis for review ofany topics, if necessary.

Course Objectives• Understand the processes involved in

defining your business environment• Identify the use of a Windchill organization• Create an organization• Create and manage user accounts and

groups• Identify best practices for managing

organizations, groups, and user accounts• Identify contexts and their relationships• Assign product and library creators• Create and manage product and library

contexts• Identify Windchill object names and their

corresponding object type class names

• Create global attributes• Add attributes to a Windchill Type• Create a Windchill Type• Identify and set object initialization rules• Implement custom versioning sequences• Create and define life cycle and workflow

templates• Associate life cycle and workflow templates• Understand the Windchill domain policy

architecture• Define access control policies

• Identify individual access control permissions• Administer and troubleshoot access control

lists• Define notification policies• Define indexing policies• Use context teams to apply access control• Use context teams and team templates to

conduct workflow role resolution• Create and manage document templates

within product, library, and organizationcontexts

• Identify how to create CAD documenttemplates

• Create product and library context templates

• Create, manage, and edit promotionpreferences

• Identify the promotion review and approvalprocesses

• Administer administrator-saved searches• Administer user profiles• Administer calendar functions• Administer organization preferences• Identify the report manager functions• Identify visualization publishing controls• Identify purge manager functions

• Audit system events• Understand Arbortext Data Management

Prerequisites

• TRN-3150 Introduction to Arbortext Content Manage 10.0

Audience

• This course is intended for business administrators, system administrators, and project team leaders.Implementation team members, including user adoption team members, and those with generalWindchill ACM administration responsibilities will also benefit from taking this course.

Agenda

Day 1

Module 1 Introduction to Windchill Business Administration

Module 2 Managing Participants

Module 3 Managing Contexts

Module 4 Managing Objects, Object Types, and Object Attributes

Day 2

Module 5 Managing Object Type Behavior

Module 6 Automating Processes Using Life Cycles and Workflows

Module 7 Managing Domain Policies and Access Control

Day 3

Module 8 Managing Teams

Module 9 Managing Organization Templates

Module 10 Implementing Promotion Processes

Module 11 Administrative Support Tools

Module 12 Managing Document Bursting

Workflow Administration of Windchill 10.0Overview



After completing this course, you will be ableto plan and configure workflow automationfeatures to support your company’s businessprocesses.In this course, you will learn Windchill Workflowfeatures and how to design, configure, and testworkflow processes.At the end of each module, you will completea skills assessment. The questions are usedto help reinforce your understanding of themodule topics and form the basis for review ofany topics, if necessary.

Course Objectives• Describe the business objects that control

and define the Windchill business processdefinition

• Identify the tools used to manage workflowtemplates

• Display, create, and modify workflowtemplates

• Determine what a pre-written workflowprocess does

• Initiate, track, and manage workflowprocesses

• Define and configure assigned activities• Use connectors in workflow templates• Use links in workflow templates• Group workflow nodes into block processes

• Create references to other workflowtemplates using proxy processes

• Send notifications from a workflow process• Check an object in or out automatically in a

workflow process• Move a Windchill object through its life cycle

using workflow processes• Create a time delay in a workflow process• Launch an external application from a

workflow process• Execute a Java expression within a workflow

process• Synchronize a workflow process with a

system event• Communicate with another server using a

URL from a workflow process

• Configure basic and advanced life cycles• Specify the workflows to be used in advanced

life cycles• Configure a promotion request• Modify a workflow for use with promotion

requests• Use routing to reassign a life cycle in a

project or program• Create a life cycle and workflow for use with

project routing

Prerequisites

• Any one of the following courses:

• T3160 (WBT-3160-0) Business Administration of Windchill PDMLink 10.0

• T3161 (WBT-3161-0) Business Administration of Windchill ProjectLink 10.0

• T3163 (WBT-3163-0) Business Administration of Arbortext Content Manager 10.0

Audience

• This course is intended for Windchill business administrators and application developers

Agenda

Day 1

Module 1 Using Workflow Tools

Module 2 Defining Manual Tasks

Module 3 Controlling Process Flow

Module 4 Simplifying Complex Templates

Day 2

Module 5 Automating Tasks

Module 6 Using Workflow Templates

Update to Windchill 10.0 for System AdministratorsOverview



This course focuses on Windchill 10.0 systemadministration enhancements as well asserving as a refresher course for administratorswho are involved in performing routine systemadministration activities in a Windchill 10.0environment. In this course, you will learn howto perform Windchill system administrationtasks, including how to manage Windchillservices and optimize Windchill componentsfor performance. Additionally, you will focus ondaily, weekly, and monthly system maintenancetasks required by the Windchill systemadministrators. Other topics include managingOracle database, troubleshooting backgroundqueues, performing backups, and managingfile vaults.At the end of each module, you will completea skills assessment. The questions are usedto help reinforce your understanding of themodule topics and form the basis for review ofany topics, if necessary.

Course Objectives• Introduction to Windchill architecture• Tune Windchill components• Manage Windchill runtime services• Review and implement Windchill file vaulting

and replication mechanism• Manage background queues• Manage Oracle database• Manage system logs and alerts• Monitor daily, weekly, and monthly system

administration tasks• Review system backup procedures and

perform backups

Prerequisites

• Familiarity with the Windchill PDMLink 10.0 or Windchill ProjectLink 10.0 user interface

• Familiarity with the Windows command prompt and the ability to form and execute basic SQLstatements

Audience

• This training course is intended for System Administrators and Application Developers

• This training course is designed for administrators who need to update their Windchill systemadministration knowledge and skills from previous Windchill versions to work in the Windchill 10.0environment

Agenda

Day 1

Module 1 Windchill System Architecture Overview

Module 2 Managing Windchill Services

Module 3 Managing Windchill Properties

Module 4 File Vaulting and Replication Overview

Day 2

Module 5 Tuning Windchill Server

Module 6 Managing Background Queues

Module 7 Oracle Database Management

Day 3

Module 8 Windchill Backup and Recovery

Module 9 Managing Log Files and Alerts

Module 10 System Monitoring — Daily Tasks

Module 11 System Monitoring — Weekly Tasks

Module 12 System Monitoring — Monthly Tasks

System Administration of Windchill 10.0Overview



In this course, you will learn how to installand configure Windchill system components.You will learn how to implement file vaultingand content replication. You will learn how toperform routine Windchill system administrationtasks, including how to manage Windchillservices and optimize Windchill componentsfor performance. Additionally, you willfocus on daily, weekly, and monthly systemmaintenance tasks required by the Windchillsystem administrators. Other topics includemanaging Oracle database, troubleshootingbackground queues, and controlling systembackup procedures.At the end of each module, you will completea skills assessment. The questions are usedto help reinforce your understanding of themodule topics and form the basis for review ofany topics, if necessary.Note: Due to the subject matter of this class,simulated software is used for Windchillinstallation to provide an accurate, effective,and efficient training experience that couldnot otherwise be duplicated in a standardclassroom environment.

Course Objectives• Introduction to Windchill architecture• Installing and configuring Windchill solutions• Implementing file vaulting and content

replication• Tuning Windchill components• Tuning Windchill workflows• Managing background queues• Managing Oracle database• Managing system backups• Managing system logs and alerts• Monitoring daily, weekly, and monthly tasks

Prerequisites



Audience


Agenda

Day 1

Module 1 Windchill System Architecture Overview

Module 2 Planning Windchill Installation

Module 3 Installing Windchill Components




Module 7 Implementing File Vaults

Day 2

Module 8 Implementing Content Replication



Module 11 Tuning Workflow Processes


Day 3






Customization of Windchill 10.0Overview



This course provides an overview of howto customize Windchill 10.0. This course isintended for an advanced audience – it is nearlyidentical to the customization training that PTCemployees and partners receive. As such, itassumes significant experience as a Windchilladministrator and Java programmer., and Thiscourse begins with the lightweight customizationtechnologies, including how to create types,attributes, and user interfaces in the Type andAttribute Manager. Then, the course introduceshow to customize the Windchill User Interface,including how to configure additional links inthe Windchill navigator and how to create andmodify user interfaces using JSP, Springs, andJCA. Next, the course teaches how to createserver customizations, such as object modelextensions, automated services, new modeledtypes, and how to configure resource bundles.

Course Objectives• Define New Attributes• Describe the Difference between Standard

and Global Attributes• Add properties and constraints to Attributes• Organize Attributes in a Layout• Migrate Attribute Definition and Data from

Test to Production servers• Use out-of-the-box tying tools• Access Attribute Values• Type Related Interfaces.• Use the development environment provided

in the classroom virtual machine

• Change the logos using stylesheets• Identify, describe and use Windchill client

architectural components.• Understand file structure and key files used

in the Windchill client architecture.• Configure and customize the Windchill client

UI.• Demonstrate Annotations• Demonstrate how to create Helpers• Demonstrate the use of Annotations in

Resource Bundles• Demonstrate how to extend the Windchill

Object Model using Annotations instead ofRational Rose.

Prerequisites

• Windchill 10.0 Business Administration

• Windchill 10.0 System Administration

• Experience with Java coding

Audience

• Windchill Application Developers

AgendaModule 1 Overview Introduction

Module 2 Attribute Organization Introduction

Module 3 Attribute Definition Introduction

Module 4 Attribute Customization Introduction

Module 5 Advanced Topics Introduction

Module 6 Introduction to Your Development Tools

Module 7 Windchill 10 UI Overview

Module 8 Navigation

Module 9 Information Pages

Module 10 MVC

Module 11 Windchill Object Model

Module 12 Annotations in General

Module 13 Resource Bundles

Module 14 Calling the Method Server

Module 15 Extending the Windchill Object Model

Monitoring Windchill Performance using the PTC System Monitor

Overview


Course Length 1 Day

In this course, you will learn how to install, configure and use information from the PTC System Monitor to manage and troubleshoot Windchill system performance. You will also learn how to implement dashboards, reporting and diagnostic capabilities to improve issue resolution times and technical support efficiency.

Course Objectives

Identify the purpose and understand the fundamentals of the PTC System Monitor

Understand PTC System Monitor architecture and deployment planning

Understand the installation procedure

Understand the basics of the PTC System Monitor client

Use sessions to capture data for diagnosis

Understand essential dynaTrace concepts

Use monitors

Use Fastpacks

Conduct self-monitoring Understand advanced diagnostic options

Prerequisites

TRN-3166 System Administration of Windchill 10.0

Audience

This training course is intended for System Administrators who are installing and configuring the PTC System Monitor.

Agenda

Day 1

Module 1 Introduction to the PTC System Monitor

Module 2 Installing and Configuring the PTC System Monitor

Module 3 PTC System Monitor Client Basics

Module 4 Capturing Data for Diagnosis using Sessions

Module 5 Essential PTC System Monitor Concepts from dynaTrace

Module 6 Monitors

Module 7 FastPacks and Self-Monitoring

Module 8 CPU Sampling, Thread and Memory Dumps

Web Based Curriculum Guide

Locate and View Information with Arbortext Content Manager 10.0

Visualization with Creo Elements/View Lite 10.0 for Arbortext Content Manager 10.0

Standard Document Management with Arbortext Content Manager 10.0

Arbortext Document Management with Arbortext Content Manager 10.0

Work Management with Arbortext Content Manager 10.0

Business Administration Overview of Arbortext Content Manager 10.0

User and Policy Administration of Arbortext Content Manager 10.0

Data and Context Administration of Arbortext Content Manager 10.0

Process Administration for Arbortext Content Manager 10.0

Arbortext Data Administration in Windchill 10.0

System Administration Overview of Windchill 10.0

Installation and Configuration of Windchill 10.0

Performance Tuning of Windchill 10.0

Backup and Recovery of Windchill 10.0

System Monitoring and Maintenance of Windchill 10.0

Introduction to Arbortext Content Manager 10.0

Business Administration of Arbortext Content Manager 10.0

Update to Windchill 10.0 for System Administrators

System Administration of Windchill 10.0

Performing an Upgrade to Windchill 10.0 from Windchill 9.0/9.1

Locate and View Information with Arbortext Content Manager10.0Overview

Course Code WBT-3060

Course Length 8 Hours

This course constitutes a comprehensive reviewof Arbortext Content Manager’s locate and viewfunctionality. In addition, the content is built tosupport topic-based course configurations.In this Locate and View Information withArbortext Content Manager 10.0 course,you will learn basic skills required to accessand view information, such as: logging on,accessing help, and locating and viewingproduct information.At the end of the course, you will complete askills assessment. The questions are usedto help reinforce your understanding of themodule topics and form the basis for review ofany topics, if necessary.

Course Objectives• Identify and describe the capabilities of

Windchill's primary object types• Identify Windchill storage locations, iteration

and revision controls, process controls,access controls, and collaboration features

• Access Windchill• Navigate within Windchill• Access Help• Execute simple and advanced searches• Save searches• Browse contexts• Use, manage, and create Windchill table

views• View the attributes, content, and relationships

of Windchill objects

Prerequisites


• Basic understanding of product development processes and deliverables

Audience

• This course is intended for any user that needs to access product information residing within theArbortext Content Manager system

Table of ContentsModule 1 Introduction to the Windchill Environment



Visualization with Creo Elements/View Lite 10.0 for ArbortextContent Manager 10.0Overview

Course Code SAB-CEK3061

CourseLength 10 Hours

In this course, you will learn about Creo Viewand its role as a visualization solution forArbortext Content Manager systems. You willlearn how to visualize publication productsand navigate through or query documentsand images. You will also learn how tocreate markups and save annotation setsto communicate edits, design ideas, andproblems.At the end of the course, you will complete askills assessment. The questions are usedto help reinforce your understanding of themodule topics and form the basis for review ofany topics, if necessary.

Course Objectives• Identify visualization concepts• Identify the components of the Creo View

user interface• View documents and images• Create markups and annotation sets

Prerequisites

• WBT-3060-0 Locate and View Information with Arbortext Content Manager 10.0

Audience

• This course is intended for Arbortext Content Manager data users that use the Creo View Lite client

Table of ContentsModule 1 Introduction to Visualization

Module 2 Getting Around in Creo Elements/View

Module 3 Viewing Drawings, Images, and Documents

Module 4 Working with Markups and Annotation Sets

Standard Document Management with Arbortext ContentManager 10.0Overview



This course constitutes a comprehensivereview of Standard Document Managementfunctionality. In addition, the content is built tosupport topic-based course configurations.In this Standard Document Management withArbortext Content Manager 10.0 course, youwill learn the basic skills necessary to performtypical document management tasks usingArbortext Content Manager 10.0. You will learndocument management skills, such as creatingand modifying documents.At the end of the course, you will complete askills assessment. The questions are usedto help reinforce your understanding of themodule topics and form the basis for review ofany topics, if necessary.

Course Objectives• Identify the capabilities of a standard

document• Set document preferences• Create documents• Modify documents• Revise documents• Create document relationships

Prerequisites

• WBT-3060-0 Locate and View Information with Arbortext Content Manager 10.0

Audience

• This course is intended for any user that will manage documents within Arbortext Content Manager

Table of ContentsModule 1 Creating Documents and Links


Arbortext Document Management with Arbortext ContentManager 10.0Overview



In this course, you will learn the basic skillsnecessary to use the Arbortext Integrationto manage Arbortext Editor documents inthe Windchill Arbortext Content Managerenvironment. The course covers the basicoperations to upload, check in, and checkout Arbortext documentation from WindchillArbortext Content Manager. These skillsare important because they enable a user toapply Windchill Arbortext Content Managercapabilities toward meeting a company’sContent Management goals.At the end of the course, you will complete askills assessment. The questions are usedto help reinforce your understanding of themodule topics and form the basis for review ofany topics, if necessary.

Course Objectives• Logging on and connecting to Windchill

Arbortext Content Manager• Understanding and using workspaces• Searching and browsing for dynamic

documents• Sharing Arbortext documents• Using and managing visualization• Generating and managing published content• Understanding and using burst configuration

files• Creating and using managed baselines

Prerequisites

•




Audience

• This course is intended for end users that generate documentation in Arbortext Editor and need tomanage the documentation in a Windchill environment

Table of ContentsModule 1 Getting Started with Arbortext Integration




Work Management with Arbortext Content Manager 10.0Overview



This course constitutes a comprehensivereview of common Arbortext Content Managertasks. In addition, the content is built to supporttopic-based course configurations. In thiscourse, you will learn how to manage yourwork. You will explore the Arbortext ContentManager communication and collaborationmechanism including packages. You willlearn how to participate in Arbortext ContentManager processes and how to manage yourtasks. Other topics include managing userpreferences, and performing common taskssuch as Move, Save As, and Rename.At the end of the course, you will complete askills assessment. The questions are usedto help reinforce your understanding of themodule topics and form the basis for review ofany topics, if necessary.

Course Objectives• Managing your work environment• Identifying Arbortext Content Manager

communication and collaboration tools• Managing Arbortext Content Manager

packages• Participating in workflow processes• Managing user preferences• Performing common Arbortext Content

Manager tasks

Prerequisites

• Basic Arbortext Content Manager 10.0 understanding

Audience

• This course is intended for any user that needs to learn about common tasks performed in ArbortextContent Manager

Table of ContentsModule 1 Managing Your Work

Module 2 Communication and Collaboration


Module 4 Performing Common Tasks

Module 5 Managing Windchill Packages

Business Administration Overview of Arbortext ContentManager 10.0Overview



In this course, you will learn about Windchillcapabilities and terminology, the role of theBusiness Administrator in managing theWindchill business environment, and the stepsrequired to plan the implementation of Windchillat your company.At the end of the course, you will complete askills assessment. The questions are usedto help reinforce your understanding of themodule topics and form the basis for review ofany topics, if necessary.

Course Objectives• Explain the role of the Business Administrator• Define terminology• Identify the data to be managed• Understand the processes involved in

defining your business environment• Plan the implementation strategy for your

business environment

Prerequisites

• WBT-3000 Locate and View Information with Windchill 10.0

Audience

• This course is intended for business administrators, system administrators, and project team leaders.Implementation team members, including user adoption team members and those with generalWindchill administration responsibilities, will also benefit from taking this course.

Table of ContentsModule 1 Introduction to Windchill Business Administration

User and Policy Administration of Arbortext Content Manager10.0Overview


CourseLength

3 Hours

In this course, you will learn how to administerusers, groups, domains, teams, and accesscontrol in Windchill.At the end of the course, you will complete askills assessment. The questions are usedto help reinforce your understanding of themodule topics and form the basis for review ofany topics, if necessary.

Course Objectives• Create and manage user accounts and


organizations, groups, and user accounts• Understand the Windchill domain policy

architecture• Define access control policies• Identify individual access control permissions• Administer and troubleshoot access control

lists• Define notification policies• Define indexing policies• Use Context Teams to apply access control

• Use Context Teams and team templates toconduct workflow role resolution

Prerequisites

• WBT-3096 Business Administration Overview of Arbortext Content Manager 10.0

Audience


Table of ContentsModule 1 Managing Participants



Data and Context Administration of Arbortext ContentManager 10.0Overview



In this course, you will learn how to performbasic Arbortext Content Manager administrationtasks. You will learn the various Windchillstorage containers, such as the site context,library contexts, and product contexts. You willcreate these contexts and store objects in them.You will also learn how to create new objecttypes and modify the functionality of existingtypes in these contexts, enabling them to haveextra attributes or to set attributes automaticallyupon object initialization.At the end of the course, you will complete askills assessment. The questions are usedto help reinforce your understanding of themodule topics and form the basis for review ofany topics, if necessary.

Course Objectives• Identify contexts and their relationships• Assign context creators• Create and manage contexts• Identify Windchill object names and their

corresponding object type class names• Create Global Attributes• Add attributes to a Windchill Type• Create a Windchill Type• Identify and set object initialization rules• Implement custom versioning sequences

• Create and manage document templateswithin product, library, and organizationcontexts


• Administer administrator-saved searches• Administer user profiles• Administer Windchill views• Administer calendar functions• Administer organization preferences• Identify the report manager functions• Identify visualization publishing controls

• Identify purge manager functions• Audit system events

Prerequisites


Audience

• This course is intended for business administrators, system administrators, and project team leaders.Implementation team members, including user adoption team members and those with generalArbortext Content Manager administration responsibilities, will also benefit from taking this course.

Table of ContentsModule 1 Managing Contexts





Process Administration for Arbortext Content Manager 10.0Overview



In this course, you will learn about theadministrative objects that control object state.First, you will learn about Life Cycle Templates,which define the states of objects. Then,you will learn about the technologies that arecommonly used to promote an object from stateto state, including Workflow Templates andPromotion Requests.At the end of each the course, you will completea skills assessment. The questions are usedto help reinforce your understanding of themodule topics and form the basis for review ofany topics, if necessary.

Course Objectives• Create and define life cycle and workflow

templates• Associate life cycle and workflow templates• Identify the promotion review and approval

processes

Prerequisites


Audience


Table of ContentsModule 1 Automating Processes Using Life Cycles and Workflows


Arbortext Data Administration in Windchill 10.0Overview


Course Length 0.5 Hour

In this course, you will learn how to configuresome components of Arbortext Integration toconnect Arbortext Editor to Arbortext ContentManager. You will also learn the purpose ofa process called bursting, and you will learnthe system components, architecture, andfiles used for that process. You will learn howto configure bursting rules to create and usedynamic document structures within ArbortextContent Manager. Finally, you will learn how toconfigure Arbortext Publishing Engine for usewith Windchill Visualization Services.

Course Objectives• Define bursting and identify its purpose in

Arbortext Content Manager• Develop a bursting strategy based upon the

needs of your organization• Configure and manage Arbortext Integration

to enable the bursting process• Understand the requirements to achieve a

successful bursting configuration• Create and configure bursting rule

configuration files to manage the burstingprocess

• Configure Arbortext Publishing Engine foruse with Windchill Visualization Services

Prerequisites

• WBT-3150 Introduction to Arbortext Content Manager

Audience

• This course is intended for business administrators, system administrators, and project teamleaders who need to configure Arbortext Content Manager bursting. Implementation team members,including user adoption team members and those with general Windchill ACM administrationresponsibilities, will also benefit from taking this course.

Table of ContentsModule 1 Managing Document Bursting

System Administration Overview of Windchill 10.0Overview



In this course, you will identify Windchill systemcomponents. You will learn about the Windchillsystem architecture and how various Windchillcomponents (such as the Web server, theWindchill servers, and the database), interactwith each other.You will complete Pro/FICIENCY skillsassessment questions for each topic. Thesequestions are used to help reinforce yourunderstanding of the course topics and formthe basis for daily review sessions.

Course Objectives• Introduction to Windchill architecture• Advantages of 3-tier system architecture• Identify required system components• Identify Windchill optional components

Prerequisites

• Completion of any one of the following:

• WBT-3080-0 Business Administration Overview of Windchill 10.0

• WBT-3084-0 Business Administration Overview of Windchill PDMLink 10.0

• WBT-3088-0 Business Administration Overview of Windchill ProjectLink 10.0

• WBT-3092-0 Business Administration Overview of Pro/INTRALINK 10.0

• WBT-3096-0 Business Administration Overview of Arbortext Content Manager 10.0

Audience

• This training course is intended for System Administrators and Application Developers.

Table of ContentsModule 1 Windchill System Architecture Overview

Installation and Configuration of Windchill 10.0Overview



In this course, you will learn how to planyour Windchill installation. You will then learnhow to install and configure Windchill systemcomponents, including Apache Web server,Tomcat servlet engine, Oracle database, anda Windchill solution. You will also learn howto install and configure Creo visualizationadapters and a CAD worker. Additionally,you will configure your system for external filestorage and set up file vaulting. Finally, you willimplement content replication by installing andconfiguring a Windchill file server to supportdistributed environment. Additional topicsinclude, setting up replication vaults, replicationrules , and replications schedules.You will complete Pro/FICIENCY skillsassessment questions for each topic. Thesequestions are used to help reinforce yourunderstanding of the course topics and formthe basis for daily review sessions.

Course Objectives• Plan Windchill installation• Identify Windchill installation requirements• Install and configure a Windchill solution• Install Creo visualization adapters• Configure a CAD worker• Identify Windchill file vaulting and replication

architecture• Create master file vaults and vaulting rules• Test file vaulting• Install and configure a Windchill file server

• Configure replication vaults• Create replication rules and schedules

Prerequisites

• WBT-3103-0 System Administration Overview of Windchill 10.0

Audience


Table of ContentsModule 1 Planning Windchill Installation





Performance Tuning of Windchill 10.0Overview

Course Code WBT–3105


In this course, you will learn how to optimizevarious Windchill components for performance.You will identify and modify various Windchillconfiguration property settings. You will learnhow to allocate additional memory to Windchillcomponents and how to effectively manageWindchill cache. Additionally, you will learnhow to manage Windchill background queuesand improve their performance. You will alsoimplement Windchill workflow queue poolingto boost workflow performance. Finally, youwill use Windchill Configuration Assistant tomodify Windchill settings and configure multipleWindchill servers, including background methodservers.You will complete Pro/FICIENCY skillsassessment questions for each topic. Thesequestions are used to help reinforce yourunderstanding of the course topics and formthe basis for daily review sessions.

Course Objectives• Tune Windchill components for performance• Allocate resources to Windchill components• Modify settings using the Windchill

Configuration Assistant• Identify system administration utilities• Manage Windchill property files• Manage background queues• Configure multiple method servers• Set Windchill cache sizes• Identify WAN performance optimizing options• Set up workflow queue pooling• Identify Oracle storage structure• Tune Oracle database for performance

Prerequisites


Audience


Table of ContentsModule 1 Managing Windchill Properties





Backup and Recovery of Windchill 10.0Overview



In this course, you will identify Windchill backupand recovery architecture and learn how tobackup your Windchill system. Specifically,you will learn how to perform a hot and a coldbackup of Windchill components, includingWeb server, servlet engine, Oracle database,Windchill application server, and WindchillDirectory Server. Additionally, you will learnhow to perform a system recovery in case ofa disaster.You will complete Pro/FICIENCY skillsassessment questions for each topic. Thesequestions are used to help reinforce yourunderstanding of the course topics and formthe basis for daily review sessions.

Course Objectives• Identify Windchill backup and recovery

architecture• Perform a cold backup• Perform a hot backup• Perform system recovery• Implement Oracle suggested backup strategy• Enable Oracle archive log• Manage file vault and replica vault backups• Suspend and enable background queues• Backup and restore directory server• Rebuild LDAP indexes• Export and import LDAP information

Prerequisites


Audience


Table of ContentsModule 1 Windchill Backup and Recovery

System Monitoring and Maintenance of Windchill 10.0Overview



In this course, you will learn about the overallWindchill system monitoring and maintenancemechanism. Specifically, you will focuson the daily, weekly, and monthly systemmaintenance tasks required by the Windchillsystem administrators. You will also learn howto manage Windchill log files, database alerts,and system services. Additionally, you willlearn how to properly start and stop Windchillcomponent services.You will complete Pro/FICIENCY skillsassessment questions for each topic. Thesequestions are used to help reinforce yourunderstanding of the course topics and formthe basis for daily review sessions.

Course Objectives• Start and stop Windchill services• Automate Windchill services• Identify Windchill log files• Set up Oracle alerts• Manage Web Server and directory server

Logs• Identify and perform daily maintenance tasks• Identify and perform weekly maintenance

tasks• Identify and perform monthly maintenance

tasks• Run system health checks• Monitor system performance• Perform database maintenance• Rebuild LDAP indexes

Prerequisites


Audience


Table of ContentsModule 1 Managing Windchill Services





Introduction to Arbortext Content Manager 10.0Overview


CourseLength

16 Hours

In this course, you will learn how to completebasic Arbortext Content Manager functionsincluding how to access and navigate theArbortext Content Manager environment,manage information, and manage assignedtasks. The course also introduces ArbortextIntegration and provides the skills necessaryto manage Arbortext documents in theArbortext Content Manager environment. Othertopics include how to use Arbortext ContentManager’s communication and collaborationtools and access user support functions andinformation. These skills are important becausethey enable you to apply Arbortext ContentManager capabilities toward meeting yourcompany’s content management goals.At the end of each module, you will completea skills assessment. The questions are usedto help reinforce your understanding of themodule topics and form the basis for review ofany topics, if necessary.

Course Objectives• Understand the Windchill ACM environment

and terminology• Locate product information• View product information• Understand the Arbortext Integration

concepts and terminology• Share Arbortext documents• Modify Arbortext documents• Manage dynamic documents• Manage standard documents• Participate in Windchill ACM processes• Use Windchill ACM tools to manage your

work

Prerequisites




Audience

• This course is intended for End Users, System Administrators, Business Administrators andApplication Developers

Table of ContentsModule 1 Introduction to the Windchill Environment



Module 4 Getting Started with Arbortext Integration




Module 8 Creating Documents and Links



Module 11 Managing Your Work

Business Administration of Arbortext Content Manager 10.0Overview



After completing this course, you will bewell prepared to set up and manage abasic Windchill ACM implementation at yourcompany.In this course, you will learn how to performbasic Windchill ACM administration tasks. Youwill learn how to plan and create user accountsand groups, and how to plan and createinformation management storage strategies.Other topics will include life cycles, workflows,teams, and configuring domain policies. Theseskills enable a business administrator toconfigure Windchill ACM to meet businessneeds.At the end of each module, you will completea skills assessment. The questions are usedto help reinforce your understanding of themodule topics and form the basis for review ofany topics, if necessary.

Course Objectives• Understand the processes involved in

defining your business environment• Identify the use of a Windchill organization• Create an organization• Create and manage user accounts and


organizations, groups, and user accounts• Identify contexts and their relationships• Assign product and library creators• Create and manage product and library

contexts• Identify Windchill object names and their

corresponding object type class names

• Create global attributes• Add attributes to a Windchill Type• Create a Windchill Type• Identify and set object initialization rules• Implement custom versioning sequences• Create and define life cycle and workflow

templates• Associate life cycle and workflow templates• Understand the Windchill domain policy

architecture• Define access control policies

• Identify individual access control permissions• Administer and troubleshoot access control

lists• Define notification policies• Define indexing policies• Use context teams to apply access control• Use context teams and team templates to

conduct workflow role resolution• Create and manage document templates

within product, library, and organizationcontexts


• Create product and library context templates

• Create, manage, and edit promotionpreferences

• Identify the promotion review and approvalprocesses

• Administer administrator-saved searches• Administer user profiles• Administer calendar functions• Administer organization preferences• Identify the report manager functions• Identify visualization publishing controls• Identify purge manager functions

• Audit system events• Understand Arbortext Data Management

Prerequisites

• TRN-3150 Introduction to Arbortext Content Manage 10.0

Audience

• This course is intended for business administrators, system administrators, and project team leaders.Implementation team members, including user adoption team members, and those with generalWindchill ACM administration responsibilities will also benefit from taking this course.

Table of ContentsModule 1 Introduction to Windchill Business Administration

Module 2 Managing Participants

Module 3 Managing Contexts



Module 6 Automating Processes Using Life Cycles and Workflows






Module 12 Managing Document Bursting

Update to Windchill 10.0 for System AdministratorsOverview



This course focuses on Windchill 10.0 systemadministration enhancements as well asserving as a refresher course for administratorswho are involved in performing routine systemadministration activities in a Windchill 10.0environment. In this course, you will learn howto perform Windchill system administrationtasks, including how to manage Windchillservices and optimize Windchill componentsfor performance. Additionally, you will focus ondaily, weekly, and monthly system maintenancetasks required by the Windchill systemadministrators. Other topics include managingOracle database, troubleshooting backgroundqueues, performing backups, and managingfile vaults.At the end of each module, you will completea skills assessment. The questions are usedto help reinforce your understanding of themodule topics and form the basis for review ofany topics, if necessary.

Course Objectives• Introduction to Windchill architecture• Tune Windchill components• Manage Windchill runtime services• Review and implement Windchill file vaulting

and replication mechanism• Manage background queues• Manage Oracle database• Manage system logs and alerts• Monitor daily, weekly, and monthly system

administration tasks• Review system backup procedures and

perform backups

Prerequisites



Audience


• This training course is designed for administrators who need to update their Windchill systemadministration knowledge and skills from previous Windchill versions to work in the Windchill 10.0environment













System Administration of Windchill 10.0Overview

Course Code WBT-3166-01


In this course, you will learn how to installand configure Windchill system components.You will learn how to implement file vaultingand content replication. You will learn how toperform routine Windchill system administrationtasks, including how to manage Windchillservices and optimize Windchill componentsfor performance. Additionally, you willfocus on daily, weekly, and monthly systemmaintenance tasks required by the Windchillsystem administrators. Other topics includemanaging Oracle database, troubleshootingbackground queues, and controlling systembackup procedures.At the end of each module, you will completea skills assessment. The questions are usedto help reinforce your understanding of themodule topics and form the basis for review ofany topics, if necessary.Note: Due to the subject matter of this class,simulated software is used for Windchillinstallation to provide an accurate, effective,and efficient training experience that couldnot otherwise be duplicated in a standardclassroom environment.

Course Objectives• Introduction to Windchill architecture• Installing and configuring Windchill solutions• Implementing file vaulting and content

replication• Tuning Windchill components• Tuning Windchill workflows• Managing background queues• Managing Oracle database• Managing system backups• Managing system logs and alerts• Monitoring daily, weekly, and monthly tasks

Prerequisites



Audience



Module 2 Planning Windchill Installation
















Performing an Upgrade to Windchill 10.0 from Windchill9.0/9.1Overview



In this course, you will learn how to performan upgrade from Windchill 9 to Windchill 10.This includes planning, setting up the migrationenvironment, performing pre-upgrade activities,conducting the upgrade, and performingpost-upgrade activities.At the end of each module, you will completea skills assessment. The questions are usedto help reinforce your understanding of themodule topics and form the basis for review ofany topics, if necessary.

Course Objectives• Describe the Windchill upgrade paths and

configurations.• Identify the steps in the upgrade roadmap.• Locate PTC resources to help with upgrades.• Run the Windchill Diagnostic Utility (WinDU).• Prepare the source system for upgrade.• Export the source system file vaults, relational

database, and directory server data.• Export the Windchill Business Reporting

configuration.• Upgrade the directory and database servers.• Identify pre-upgrade activities for specific

Windchill features, such as PartsLink andEmbedded Software integration.

• Import Windchill data into the target system.• Update Windchill Business Reporting data.• Upgrade Windchill using the Upgrade

Manager.• Identify post-upgrade activities for specific

Windchill features, such as Solr Indexing andECAD integration.

Prerequisites

• T3166 System Administration for Windchill 10.0

Audience

• This course is intended for business administrators, system administrators, and project teamleaders. Implementation team members, including user adoption team members and those withgeneral Windchill PDMLink administration responsibilities, will also benefit from taking this course.

Table of ContentsModule 1 Upgrade Definition and Roadmap

Module 2 Source System Upgrade Activities

Module 3 Target System Upgrade Activities