- Demo Name -

NX Workgroup Manager for Windchill 10.1 Picks-n-Script

Table of Contents

10.1_WGM_UGNX_Demo_Picks-n-Script.docxRevision #Page 14 of 25Description2Notes2Setup Instructions3Introduction4Overview4Control6Content Management6NX Workgroup Manager9Functionality9Reset Instructions24

DescriptionDemonstration highlighting key functionality of the UG NX Workgroup Manager.

Notes Picks marked in yellow might not work. Please skip those steps. This problem should be resolved soon. Picks marked in red are not working. Please skip those steps. Further install, configuration, and licensing information specific to these UWGM demos can be found here. NX information can be found here. The Workgroup Manager often heads to the front of the active window during demonstrations. It is best to minimize and maximize the Workgroup Manager, CAD tool, and web browser when switching between programs. This prevents the Workgroup Manager from appearing to pop-up during the demonstration. If during a demo you are prompted to update models upon check-in, select OK or Yes. After the CAD tools were updated, models should have been updated as well but you may still be prompted. CAD WORKERS are NOT set to auto-start in the image. If you want to turn on server-side publishing you will want to change this setting in the WORKER AGENT ADMINISTRATOR (log on as wcadmin and point to the site utilities tab) and check the option to auto start as shown

Setup Instructions

Important:Please refer to the TDD Demo Matrix to find out what are for your particular demoDemo Switch Confirm that the VM is set to the right dataset iPDS_Heavy. Please refer to the TDD Demo Matrix and the Readme/Getting Started document if not. Start ServicesStart the services from using the according desktop icons. Important:Services may take a while to start up. You will not be able to access Windchill until the services are started up. The method server usually requires ten minutes to start up, but may take longer, depending on your hardware configuration.Note: Services take up a lot of hardware resources. Please start only the services needed for your particular demo. Refer to the TDD Demo Matrix if you are unsure about which Service to use

Workgroup Manager Setup Start NX from Start menu > All Programs > TDD Demos > PDS 5C > UG NX, Workgroup Manager will be automatically started Log in as james/ptc Select NX Workspace Design Data if necessary, RMB on icenterv01.ptc.com in Servers table, check on Set as Primary Server, Close Set the ENGINE assembly as the Primary End Item In the Workgroup Manager, select Expand Navigator in embedded browser, select Browse tab, expand Design Data, select RMB on MISSLE STAND (UGS NX) in End Items table, Set As Primary End Item Click Home at the top-left corner Minimize the Workgroup Manager

NX Setup NX is launched in previous sectionNOTE: If during the demo you are prompted to update models to current release select YES or OK Minimize NX

Miscellaneous Setup Launch Unigraphics_10.1_WGM_Demo_Presentation PowerPoint Presentation The presentation is included in the documentation zip file available in PTC Demo Catalog. Extract and launch presentation.

Introduction

Overview

#PicksTechnical Specialist Talk TrackCompetitive Info Notes

1. IntroductionUnigraphics_10.1_WGM_Demo_Presentation

Slide 2 AgendaWelcome. Today I will be taking you through a demonstration of the Windchill 10.1 Workgroup Manager for NX. We will refer to it as the NX Workgroup Manager moving forward. We will focus on the key capabilities that the NX Workgroup manager provides to enhance data management of NX data.

2. Data ManagementUnigraphics_10.1_WGM_Demo_Presentation

Slide 3 Data ManagementThe NX Workgroup Manager extends Windchill capabilities to the engineers desktop.

Desktop Embeds the Windchill actions such as check in and check out menu directly inside of the existing NX menus to execute data management activities. The user does not have to leave the NX environment Seamless integration with Windchill PDMLink

Secure Provides capabilities to check out and check in changes Supports parts, assemblies, drawings, external references and part families The data is access controlled, so only users with permission can check it out

Attribute Exchange Exchange NX Properties to Windchill

3. Visualization CapabilitiesUnigraphics_10.1_WGM_Demo Presentation

Slide 4 Visualization CapabilitiesWindchill provides visualization capabilities to everyone in the enterprise. Users do not need a license of NX to view models and drawings. Using a Web Browser, any user can view and interrogate light weight representations of the NX data and markup the viewable to facilitate collaboration across the company.

4. Whats New in 10.1Unigraphics_10.1_WGM_Demo_Presentation

Slide 5 Windchill 10.1 WGM for NXThere are many enhancements that were made in the Workgroup Manager for NX in 10.1.

We have an even tighter integration to the NX user interface and still support all the key files types in NX.

Part Family support Rename and Save As support Open models directly from Windchill Server side File Sync capability for viewable generation

5. CompatibilityUnigraphics_10.1_WGM_Demo_Presentation

Slide 6 Compatibility

Control

Content Management

#PicksTechnical Specialist Talk TrackCompetitive Info - Notes

6. Windchill HomeMaximize Workgroup Manager

Review WGM UI, highlight Common Folders links

Review Windchill UI, highlight Tasks, Updates, and Checked-Out Work tablesHere I will authenticate in Windchill using the built in web browser of the Windchill Workgroup Manager as the user James.

Easy Access through a standard web browser Personalized home page for each user Home Page organizes user information - Assignments, Modified data and Checked-Out items.

Benefits: Adoption (easy to use) Process Optimization (individual user involvement in PLM processes clearly understood)

Windchill 10.1 Demo Tip: Windchill 10.1 offers a dramatically improved experience. The cleaner look and feel allows users to quickly perform their tasks and configure the user interface according to their specific needs.

Explore the homepage. Highlight the new user interface. Right click on several objects and view the context sensitive menus. Create new tables and change their location on-screen by dragging and dropping.

7. Products & FoldersExpand left Navigator, select under Design Data

Select NX Data folder, overview the contents of the folderHere on the folders page we see all content organized into a folder structure. Data from a variety of different CAD tools is located in the respective folders.

8. View Product StructureExpand left Navigator, select under Design Data

Select View information for MISSLE STAND (UGS NX)I in End Items tableNow lets review the product structure report.

Product structures are automatically created when the assemblies are checked-in from NX Engineers and enterprise users fully understand important design information such as part name, number, quantity and development states for all components 3D thumbnails available on every component Dynamically expand and browse to any node of the structure All information contained in a single system

Benefits: Easy Access (everyone in the digital value chain can access critical product information and participate in the development process) Complete Product representation - Single Source of Truth

Windchill 10.1 Demo Tip: A new slide-out window allows you to easily toggle between your primary work and a search/browse window. Searching for a particular component displays results in the fly-out window. Users can also browse through the tree structure of a product configuration to find particular information. No longer lose your current view of product information while searching. Browse through a product, library or project; while still maintaining your work in the main screen

9. View 3D ThumbnailZoom (MMB), Spin (RMB), Pan (Ctrl + RMB)With 3D thumbnails, PTC continues to deliver the industrys leading visualization capabilities

Lightweight representations based on the CAD data Updated every time CAD data is checked in Panning, spinning and zooming right from page No administrative setup required, just need standard web browser

Benefits: Productivity (Save time with a clear understanding of subject matter) Drive Adoption Reduce Maintenance Cost for IT (no client components to install)

10. Details on BRACKETSelect Structure tab

Expand UG1000, MISSLE STAND, 1.1 (Design), UG0400, CONE ASSEMBLY, 1.1 (Design)

RMB on UG0500, BRACKET, 1.1 (Design), select View InformationI will now navigate through the structure.

Anyone with a standard web browser can access real time up to date accurate BOM information Anyone can pull the latest information when they need it. Benefits: Improve PLM Decisions (access to up-to-date information traditionally not available to all users)

11. Review Engine Head DetailsOverview the mapped attributes from UGS NX under Attributes tab in the right paneEach BOM component includes detailed information and reports that track product information related to the associated PLM business processes.

All important meta data is visible

Benefits

Easy to understand OOTB reports drive adoptionAllow disparate team member to be accurately informed of latest product info

12. View ModelSwitch to Details tab

LMB select 3D thumbnail

Maximize Creo View

RMB spin, MMB zoom

Create a markup: Remove Sharp Edges

After changes

Select File, ExitDesign, Yes to Save Annotation Set, Name: Design Updates, OKHere we can view the bracket in a simple web browser plug-in viewer.

Another example of our leading visualization technology is the lightweight viewer.

View most types of product data including models, drawings and documentation. Lightweight 3D viewable(s) are automatically created when CAD data is checked in 100% mathematically accurate geometry can be measured, moved, etc. Create redlines and mark-ups with suggested changes Markups are stored with the specific object iteration

Benefits: Improve Decisions (clear and accessible product geometry) Improve Participation in Product Development (everyone inside as well as product development participants outside your company will be able to view product designs without installing any software or learning how to use a CAD package)

13. Show Where Used

Select Where Used tab

Expand UG0400, UG1000To understand where this part is used, users can execute a Where Used report that will quickly identify all the upper level assemblies this bracket is used in.

Complete Product Structure definition available (MCAD, ECAD, Software, Documentation) Easily identify parents prior to making changes

Benefit:

Complete digital representation Complete Product Definition (better PLM decisions, change impact analysis, etc.) for Integrated Product Development Management

NX Workgroup Manager

Functionality

#PicksTechnical Specialist Talk TrackCompetitive Info - Notes

14. Check Out BracketMaximize NX

In NX, select File, Open from WindchillWithin NX, there are Windchill actions available in the File pull down to execute a variety of PDM actions, such as Check out or Open a model from Windchill. I will select to Open a model from Windchill and browse for the part I am looking for. I will show you an example of searching for a part later on in the demo.

Benefits: The integration into NX allows the user to stay in NX to perform their data management activities. Access control will prohibit users from making changes to data that they do not have permissions to change

15. Browse with Different Views

In the Open from Windchill dialog box, Select

Navigate to: Products\ Design Data\ NX Data

Switch Views to Thumbnails, widen the Open dialog box and scroll right to see all the attributes

Set the Views to All, widen the Open dialog box and scroll right to see all the attributes

Sort File Name , select vg-0500_ug_prt.prt and OKThe search tool within the workgroup manager makes it easy to find any CAD data regardless of the authoring application. You can search based on CAD authoring tool, the name of the file or other attributes such as lifecycle state and version. Besides, the new Windchill 10.1 supports for Windchill Table Views and Thumbnails in Open from Windchill WWGM Dialog.Benefits: Easily find the models you want to work with using different search criteria Consistent Table View Management between Windchill and WWGM client

16.

17. Check OutAfter the part is opened in NX, Select File, Check Out

Show the pop up messages that the workgroup manager displays to let the user know what is happening in the backgroundWhen I complete the check out, the part is locked in the database and no other user will be permitted to check the part out.

Benefits: Avoid multiple people making changes to the same model at the same time.

18. Make Design ChangesSelect , Modeling in NX

Select the Edge Blend icon

Select the 5 edges as shown and change the radius value to 1.00 and hit Enter

Click OK in Edge to Blend box on left side to completeNow I will make a change and add rounds as I indicated in the markup earlier.

19. Make Design ChangesChange the color of part

Select the part so it is highlighted in red

Select Edit, Object Display

Click on the color window and select a different color, OK

Check on Apply to All Faces of Selected Body under Settings if it is not selected

Click OKLets make a more easily identified change. I will change the color of the model from blue to machined aluminum. Then we will be able to easily see the changes in the updated viewable and we will also be able to easily see the changes in the assembly when I check that out later.

20. Modify AttributesSelect File, Properties in NX

Select the Attributes tab

Add a new attribute MATERIAL and set the value to Aluminum

Click Apply

Click OK in Properties dialog boxNow I will add some additional attribute information for this part. By modifying the description value here, we will write the value back into the NX model and also feed this value into PDMLink where it can be displayed and used to facilitate searching for this part.

Benefits: Share attribute information that originates in the CAD tool to the rest of the enterprise

21. Export an IGES file Select File, Export > IGES

Select Browse to select a location for the output file

Change the Save In directory to My Documents for easy finding

Click OK

Select OK in the Export IGES window

Select YesIn todays global product development environment, many customers need to share their CAD data with partners and suppliers outside of their organization that dont have the same CAD tool, so I am going to create an IGES file for this iteration of the model and check it into the database so others have this representation created for them if they need it.

Benefits: Keep exported data associated to the version and iteration of the model it was created from

22. Modify AttachmentsMaximize the Workgroup Manager

Select

Select View information for the BRACKET

From Actions menu, select Edit Attachments

Click Add Attachment

Click Browse and select .igs file from the My Documents link in the Open window, Open

Change the Category to Export, OK, Close

23. Check In changesMaximize NX

Select File, Check In > Custom Check In

Select the Tools menu and click on Models and Viewables

Click OK in the Save to Workspace dialog box

Next

Click Finish in the Check In dialog boxNow lets check in the changes. I will check in the model, and the viewable for non-CAD consumers participating in the design process will be available after the check in has been completed.

24. Show UpdatesClick Home in WGM

Select View information for the BRACKET from the Updates table

Select Content tab, view the *.igs in the Attachments table

Switch to Details tab, spin thumbnail of the viewable to show the updates to the modelNow lets take a look at the details page for the changed Engine Head. Here we see the updated viewable, the IGES file I uploaded and the updated attribute information for the part.

25. Iteration HistorySelect History tab, highlight new iteration in the Version History tableAll the iterations of the parts are kept in Windchill. You can see who last modified the drawing and when the part was checked in. You can even go back to the details of previous iterations.

26. Check Out DrawingSelect Search in the Workgroup Manager (expand search bar if necessary)

Select the Advanced Search link

Change the Search For option to NX Models

Add the Name criterion to search for cone*

Select SearchNow lets go check out the drawing and download the related assembly.

Again, I will execute the check out option from within NX and search for the drawing of the assembly.

27. Check Out DrawingSelect the drawing CONE ASSEMBLY DRAWING in the Search results list

Select Actions, Check Out

Set Check Out: Initially selected

Uncheck the option to Reuse content in the target workspace

Select OK

Maximize NX

File, Open

Select vg-0400_ug_dwg.prt, OKFrom the search results, I will pick the drawing to check out. In the check out preferences, I now have multiple tabs available to select. The drawings tab shows a list of the drawings that have been collected for checkout and the part or assembly model they are associated to. The list tab shows all the objects collected in a flat list.

Benefits: The Workgroup Manager understands all the dependencies between drawing, assemblies and parts.

28. Edit drawing tableSelect Start, Drafting

Zoom into the table, Use the Zoom window icon in NX

Hit the Esc to get out of the zoom window mode.

Select the Part Name column header, RMB and pick Select > Columns

RMB again and select Insert > Columns to the Right

Select the new column header and right click and pick Select > Columns, RMB and pick Style

Pick the Columns tab and then Select the icon for Attribute Name

Select the PTC_WM_REVISION attribute to display the parts version in the table, OK, OK

29. Check in the changesSelect File, Check In > Custom Check In

Select the Tools pull down and click on Models and Viewables

Click OK in the Save to Workspace dialog box

OK to Check Out the two parts related in the Conflicts dialog

Next, Finish in the Check In dialog boxNow I can check in all the changes that I made.

Lets complete the check in.

30. Review changesMaximize Workgroup Manager

Click Home icon

Select View information for CONE ASSEMBLY DRAWING in Updates tableLets take a look at the updated drawing. Using my updates section, I can quickly navigate to the latest version of the drawing.

31. Promotion ProcessFrom Actions pull down select New, New Promotion Request

Select Next

Check on UG0400-DWG, click Collect objects

Select Select all rows, Collect related parts, Select all rows, OK

Select all rows, select Target Promotion State: Released, Set Object for Promotion

Select Next

Set Pat Product Manager as Reviewer

Select Finish

32. Approval ProcessClick Home icon

Click on the Approve Promotion Request link in the My Tasks table

33. Promotion Request DetailsScroll down the page to show the Promotion Request objects and the approval process status table to see who is participating in the process

34. Approve the Promotion RequestSelect the Approve radio button at the bottom of the page

Add Comments: Approved

Select Complete Task

After about 10 seconds go by, select Home icon again to refresh

Highlight the lifecycle state of Released in the Updates table for the CONE ASSEMBLY DRW

35. Save As and RenameDetails for CONE ASSEMBLY DRAWING from the Updates table

Actions, Save As

36. Save As Select all rows

Select Reuse

Deselect All

Select only CONE ASSEMBLY DRAWING and CONE ASSEMBLY

Select Collect related parts

Select the check box next to the new part added to the table

Select Set New Name

Fill table as shown to right

Click OK when completed with setting the new names

Click OK to execute the Save As

37. View the new drawingSelect the Home icon

Select Details of the new drawing CONE ASSEMBLY DRAWING_SA from the Updates table

Make sure you select new dwg!

38. Open in NXActions menu, Open In, Open in NX

39. Show Renamed filesAfter the drawing is opened in NX, highlight the new file name in the Title bar

Select Assembly Navigator tab in NX to show that the drawing is referencing the assembly that was executed in the Save As process as well

40. Part FamiliesMaximize Workgroup Manager

Select the search tab in the Workgroup Manager

Scroll down and select the Search link to get you back to the basic search

Change the Search for option to NX Models

Search by Number and add NAS* to the criteria

Select Search

41. View Part Family DetailsIn the search results, select the generic model nas-1352_PF_ug_prt

42. View Part Family DetailsSelect New Tab, check on Family from Customize -> Related Objects

RMB on the New Tab 1, Rename Tab, enter Name: Family, OK

Overview the family tree in the table

43. Check Out FamilyFrom the Actions pull down, select Add to Workspace

Select the Advanced tab in the Add to Workspace window

Select all rows in the items in Object List, select Collect related family table objects

Select all rows, Set selected objects for Check Out

Select OK

44. Open Part Family in NXActions, Open In, Open in NX if reqd

Select Start, Modeling in NX

Select Tools, Part Families, then Select Edit in the Part Family Window

Select Retry or Switch to if prompted

Select OK if you get this warning, may be behind excel window

45. Add a new member to the FamilyIn Excel, add the new information to the spreadsheet as highlighted in the image

46. Saving the FamilyIn Excel, switch to Add-Ins Tab, select PartFamily -> Save Family

Close Excel if reqd

Select NX from Windows taskbar so all NX windows are on top, select OK in the Part Family navigator

47. Check In new part familyIn NX, Select File, Check In, Custom Check In

Select Tools, Models and Viewables, OK

Select Next

Check Auto Associate Parts to CAD Documents, Finish

OK if prompted

48. Review DetailsIn the Workgroup Manager, select the Home icon

View Information for the Generic NAS-1352 _PF_UG_PRT.PRT in the Updates table

Select Family tab

Highlight new instance

Reset Instructions

VMware Reset Instructions Stop Windchill Method Server Stop Windchill Method Server by double-clicking the shortcut on the desktop Stop Windchill Services Stop Windchill Services by double-clicking the shortcut on the desktop Shut down the image Revert the image to the last snapshot