Windchill ProjectLink 11.0 Curriculum Guides · • PTC Windchill ProjectLink 11.0 Project Data Management Functionality • Introduction to PTC Windchill ProjectLink 11.0 • Managing

Curriculum Guide Windchill ProjectLink 11.0

Live Classroom Curriculum Guide

• Introduction to PTC Windchill ProjectLink 11.0

• Business Administration of PTC Windchill 11.0

• Workflow Administration of PTC Windchill 11.0

• System Administration of PTC Windchill 11.0

Introduction to PTC Windchill ProjectLink 11.0Overview

Course Code TRN-4756-T

Course Length 8 Hours

In this course, you will learn how toparticipate in and manage projects usingWindchill ProjectLink 11.0. Emphasis willbe placed on learning how to access andnavigate the Windchill ProjectLink interface,including navigating and using your personalenvironment, the project environment, andproject storage. You will also learn how tomanage document information, the projectplan, and assigned tasks. You will gain anunderstanding of creating and managingprojects, which includes planning activities andmilestones, assigning the project team, andsetting up the folder storage structure. Finally,you will learn how to communicate with otherteam members using the collaboration tools ofWindchill ProjectLink.At the end of each module, you will completea set of review questions to reinforce criticaltopics from that module. At the end of thecourse, you will complete a course assessmentin Pro/FICIENCY intended to evaluate yourunderstanding of the course as a whole.This course has been developed usingWindchill 11.0 F000.

Course Objectives

• Access Windchill Help• Browse and search for Windchill objects• View the attributes, content, and relationships

of Windchill objects• Identify the project manager’s role• Plan projects, project resources, and project

storage• Identify the differences between projects and

programs• Create projects in Windchill, including the plan

objects required to support them• Design an action item• Create and manage project storage and access

controls

• Modify and create documents• View Windchill objects in Creo View

• Manage your Windchill notebook• Create and manage subscriptions

• Complete Windchill assignments• Reassign assignments to other team members

• Update the project status• Monitor the project timeline

• Use Microsoft Project in conjunction withWindchill

• Discuss objects in forums• Manage and schedule meetings

Prerequisites

• None

Audience

• This course is intended for project participants and project managers using the ProjectLinkapplication. People in related roles will also benefit from taking this course.

Agenda

Day 1

Module 1 Introduction to the Windchill Environment

Module 2 Introduction to Project Management

Module 3 Locating and Viewing Information

Module 4 Creating Documents and Links

Module 5 Implementing Projects

Module 6 Introduction to Visualization

Module 7 Modifying and Managing Documents

Module 8 Managing Projects

Module 9 Managing Your Work

Business Administration of PTC Windchill 11.0Overview



In this course, you will gain an understanding ofbasic Windchill business administration tasks.You will learn how to create user accounts andgroups and how to effectively plan and createinformation management storage strategies.Other topics will include life cycles, workflows,teams, and configuring domain policies. Youwill learn how to effectively administer the PTCNavigate business environment. These skillsenable you to configure Windchill PDMLink tomeet business needs. After completing thiscourse, you will be well prepared to set up andmanage a basic Windchill implementation atyour company.At the end of each module, you will completea set of review questions to reinforce criticaltopics from that module. At the end of thecourse, you will complete a course assessmentin PTC University Proficiency intended toevaluate your understanding of the course asa whole.This course has been developed usingWindchill 11.0 F000.

Course Objectives

• Understand the processes involved in definingyour 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.• Distinguish Windchill object names and their

corresponding object type class names.

• Create local, global, calculated, and aliasattributes.

• Create a Windchill subtypes.

• Configure attribute layouts.• 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 toconduct workflow role resolution.

• Create and manage document templates withinproduct, library, and organization contexts.

• Identify how to create CAD document templates.• Create product and library context templates.

• Create, manage, and edit promotionpreferences.

• Identify the promotion review and approvalprocesses.

• Understand change management flexibility.• Create change association rules.

• Identify change objects, life cycles, workflows,and team templates.

• 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.• Identify various PTC Navigate apps.• Navigate the PTC Navigate environment.

• Use apps to search for information.• Configure app settings.• Configure common preferences for part-related

apps.• Configure apps to display additional and custom

attributes.

Prerequisites

• Any one of the following courses: Introduction to Windchill PDMLink 11.0 for Light Users, Introductionto Windchill PDMLink 11.0 for Heavy Users, Introduction to Windchill PDMLink 11.0 for theImplementation Team

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.

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 Teams

Module 8 Managing Domain Policies and Access Control

Day 3

Module 9 Managing Organization Templates

Module 10 Implementing Promotion and Change Processes

Module 11 Administrative Support Tools

Module 12 Managing PTC Navigate Apps

Workflow Administration of PTC Windchill 11.0Overview



In this course, you will learn about Windchillworkflow features and how to design,configure, and test workflow processes. Aftercompleting this course, you will be able to planand configure workflow automation features tosupport your company’s business processes.At the end of each module, you will completea set of review questions to reinforce criticaltopics from that module. At the end of thecourse, you will complete a course assessmentin PTC University Proficiency intended toevaluate your understanding of the course asa whole.This course has been developed usingWindchill 11.0 F000.

Course Objectives

• Describe the business objects that control anddefine the Windchill business process definition

• Identify the tools used to manage workflowtemplates

• Display, create, and modify workflow templates• Determine the purpose and function of a

pre-written workflow process• Initiate, track, and manage workflow processes• 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 workflow templatesusing proxy processes

• Send notifications from a workflow process

• Check an object in or out automatically in aworkflow process

• Move a Windchill object through its life cycleusing workflow processes

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

process

• Execute a Java expression within a workflowprocess

• Synchronize a workflow process with a systemevent

• Communicate with another server using a URLfrom 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 withproject routing

Prerequisites

• Business Administration of Windchill PDMLink 11.0

Audience

• This course is intended for Windchill business administrators and application developers. People inrelated roles will also benefit from taking this course.

Agenda

Day 1

Module 1 Using Workflow Tools

Module 2 Defining Manual Tasks

Day 2

Module 3 Controlling Process Flow

Module 4 Simplifying Complex Templates

Module 5 Automating Tasks

Module 6 Using Workflow Templates

System Administration of PTC Windchill 11.0Overview



In this course, you will gain an understandingof how to perform routine Windchill systemadministration tasks, including how to manageWindchill services and optimize Windchillcomponents for performance. You willfocus on daily, weekly, and monthly systemmaintenance tasks required by the Windchillsystem administrators. You will also learnhow to implement file vaulting and contentreplication. Other topics that will be reviewedinclude managing the Windchill database,troubleshooting background queues, improvingworkflow performance, optimizing visualizationpublishing process, and setting up the clientenvironment.At the end of each module, you will completea set of review questions to reinforce criticaltopics from that module. At the end of thecourse, you will complete a course assessmentin PTC University Proficiency intended toevaluate your understanding of the course asa whole.This course has been developed usingWindchill 11.0 F000.

Course Objectives

• Understand Windchill architecture.• Start and stop Windchill components.• Manage Windchill configuration properties.• Implement file vaulting and content replication.• Tune Windchill components for performance.• Tune Windchill workflows for performance.• Manage background queues.• Manage visualization publishing system.• Manage Windchill database.• Manage system backups.• Manage Windchill system logs and alerts.• Monitor daily, weekly, and monthly

administration tasks.• Configure browser and JAVA settings for clients.

Prerequisites

• Familiarity with the Windchill PDMLink 11.0 or Windchill ProjectLink 11.0 user interface.

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

Audience

• This course is intended for System Administrators and Application Developers. People in relatedroles will also benefit from taking this course.

Agenda

Day 1

Module 1 Introduction to the Windchill System Environment

Module 2 Managing Windchill Services

Module 3 Managing Windchill Properties

Module 4 File Vaulting and Replication Overview

Module 5 Implementing File Vaults

Day 2

Module 6 Implementing Content Replication

Module 7 Tuning Windchill Server

Module 8 Managing Background Queues

Module 9 Managing Your Visualization Publishing System

Module 10 Tuning Workflow Processes

Module 11 Windchill Backup and Recovery

Day 3

Module 12 Managing Log Files and Alerts

Module 13 Daily System Monitoring Tasks

Module 14 Weekly System Monitoring Tasks

Module 15 Monthly System Monitoring Tasks

Module 16 Setting Up the Client Environment

Module 17 Miscellaneous System Enhancements

Web Based Curriculum Guide

• PTC Windchill ProjectLink 11.0 Locate and View Information Functionality

• PTC Windchill ProjectLink 11.0 and PTC Creo View MCAD Lite 3.1 Visualization

Functionality

• PTC Windchill ProjectLink 11.0 Document Management Functionality

• PTC Windchill ProjectLink 11.0 Work Management Functionality

• PTC Windchill ProjectLink 11.0 Project Data Management Functionality

• Introduction to PTC Windchill ProjectLink 11.0

• Managing Interoperability with PTC Windchill PDMLink 11.0 and PTC Windchill

ProjectLink 11.0

• Business Administration of PTC Windchill 11.0

• Project Data Administration in PTC Windchill 11.0

• System Administration of PTC Windchill 11.0

PTC Windchill ProjectLink 11.0 Locate and View InformationFunctionalityOverview

Course Code WBT-4720-0


In this course, you will learn basic skillsrequired to access and view information,such as: logging on, accessing help, andlocating and viewing product information.This course constitutes a comprehensivereview of Windchill ProjectLink locate and viewfunctionality. In addition, the content is built tosupport topic-based course configurations.You will complete PTC University Proficiencyskills assessment questions for each topic.These questions are used to help reinforceyour understanding of the course topics.This course has been developed usingWindchill 11.0 F000.

Course Objectives

• Identify and describe the capabilities ofWindchill's primary object types

• Identify Windchill storage locations, iterationand revision controls, process controls, accesscontrols, 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 browser and Web navigation skills

• Basic understanding of product development processes and deliverables

Audience

• This course is intended for any user who needs to access product information residing within theWindchill ProjectLink system. People in related roles will also benefit from taking this course.

Table of ContentsModule 1 Introduction to the Windchill Environment

Module 2 Locating Information

Module 3 Viewing Information

PTC Windchill ProjectLink 11.0 and PTC Creo View MCAD Lite3.1 Visualization FunctionalityOverview


Course Length 3.5 Hours

In this course, you will complete acomprehensive review of the Creo View Lite3.1 functionality. In addition, the content is builtto support topic-based course configurations.You will learn about Creo View Lite and its roleas a visualization solution for Product DataManagement systems. You will also learn howto visualize products and navigate through orquery 3-D models, 2-D drawings, images, anddocuments. Additionally, you will learn how todeconstruct models to view how componentsfit together. Finally, you will learn how tocreate markups and save annotation sets tocommunicate design ideas and problems.You will complete PTC University Proficiencyskills assessment questions for each topic.These questions are used to help reinforceyour understanding of the course topics.This course has been developed usingWindchill 11.0 F000 and Creo View Lite 3.1F000.

Course Objectives

• Introduction to visualization• Introduction to the Creo View Lite user interface• Navigating and orienting 3-D models• Finding and selecting model components• Changing model appearances• Working with model annotations• Exploding model components• Sectioning models• Working with components and groups

• Viewing 2-D drawings, images, and documents• Creating markups and annotation sets

• Taking measurements

Prerequisites

• Locate and View Information with Windchill PDMLink 11.0

Audience

• This course is intended for any user who needs to view and manipulate product information inWindchill PDMLink. People in related roles will also benefit from taking this course.

Table of ContentsModule 1 Introduction to Visualization

Module 2 Getting Around in Creo View

Module 3 Viewing and Interrogating Models

Module 4 Deconstructing a Creo View Model

Module 5 Working with Components

Module 6 Viewing Drawings, Images, and Documents

Module 7 Working with Markups and Annotation Sets

Module 8 Working with Construction Geometry

PTC Windchill ProjectLink 11.0 Document ManagementFunctionalityOverview



In this course, you will learn the basic skillsnecessary to perform typical documentmanagement tasks using Windchill ProjectLink11.0. Additionally, you will also learn documentmanagement skills such as creating andmodifying documents. It also covers DesktopIntegration to manage Microsoft Officedocuments in the Windchill environment aswell as the basic operations to search, upload,check in, and check out Windchill documentsusing Desktop Integration from MicrosoftWord, Excel, and PowerPoint. You will alsolearn how to manage Windchill documentsfrom Windows Explorer.This course constitutes a comprehensivereview of the Standard Document Managementfunctionality. In addition, the content is builtto support topic-based course configurations.You will complete PTC University Proficiencyskills assessment questions for each topic.These questions are used to help reinforceyour understanding of the course topics.This course has been developed usingWindchill 11.0 F000.

Course Objectives

• Identify the capabilities of a standard document• Set document preferences• Create documents• Create documents from templates• Modify documents• Create document relationships• Install and configure Desktop Integration for

Microsoft Office (Word, Excel, and PowerPoint)and Windows Explorer

• Connect to an active Windchill server usingDesktop Integration

• Manage Windchill documents using WindowsExplorer

• Work with Windchill Context Views in WindowsExplorer

• Compare Windchill document Content usingWindows Explorer

• Manage Windchill documents in Microsoft Officeusing Desktop Integration

• Manage Windchill document attributes usingDesktop

• Manage Windchill documents in MicrosoftOutlook using Desktop Integration

Prerequisites

• Locate and View Information with Windchill ProjectLink 11.0

Audience

• This course is intended for any user who manages documents within Windchill ProjectLink andgenerates documentation in Microsoft Office, and who needs to manage the documentation in aWindchill PDMLink environment. People in related roles will also benefit from taking this course.

Table of ContentsModule 1 Creating Documents and Links


Module 3 Getting Started with Desktop Integration

Module 4 Managing Windchill Documents in Windows Explorer using Desktop Integration

Module 5 Managing Windchill Documents in Microsoft Office using Desktop Integration

Module 6 Managing Windchill Documents in Microsoft Outlook using Desktop Integration

PTC Windchill ProjectLink 11.0 Work ManagementFunctionalityOverview



In this course, you will learn how to manageyour work. This course constitutes acomprehensive review of common Windchilltasks. In addition, the content is built to supporttopic-based course configurations. You willexplore the Windchill communication andcollaboration mechanism including packages.You will also learn how to participate inWindchill processes and how to manage yourtasks. Other miscellaneous topics includemanaging user preferences, and performingcommon tasks such as Move, Save As, andRename. After completing the course, youwill be prepared to perform common Windchilltasks, as well as have a better understandingof the Windchill system implementation at yourcompany.You will complete PTC University Proficiencyskills assessment questions for each topic.These questions are used to help reinforceyour understanding of the course topics.This course has been developed usingWindchill 11.0 F000.

Course Objectives

• Manage your work environment• Identify Windchill communication and

collaboration tools• Manage Windchill packages• Participate in workflow processes• Manage user preferences• Perform common Windchill tasks

Prerequisites

• Basic Windchill 11.0 understanding

Audience

• This course is intended for any user who needs to learn about common tasks performed in Windchill.

Table of ContentsModule 1 Managing Your Work

Module 2 Communication and Collaboration

Module 3 Participating in Processes

Module 4 Performing Common Tasks

Module 5 Managing Windchill Packages

PTC Windchill ProjectLink 11.0 Project Data ManagementFunctionalityOverview


Course Length 1.5 Hours

In this course, you will learn how to operateas a project manager within the WindchillProjectLink environment. You will learn aboutcreating projects and you will create activitiesand milestones that define the project timeline.Additionally, you will learn how to assignownership responsibility of the activities andmilestones to your project's team members aswell as update the project phase, status, andtimeline. Finally, you will learn how to managedata using Windchill ProjectLink and MicrosoftProject. After completing this course, youwill be prepared to complete basic WindchillProjectLink management tasks and activities,and have a greater understanding of WindchillProjectLink data management processes.You will complete PTC University Proficiencyskills assessment questions for each topic.These questions are used to help reinforceyour understanding of the course topics.This course has been developed usingWindchill 11.0 F000.

Course Objectives

• Identify steps involved in project management• Plan projects• Create projects in Windchill• Create activities, milestones, and summary

activities• Create project deliverables• Create and managing action items• Update projects• Monitor project timelines• Use Microsoft Project with Windchill

Prerequisites

• Locate and View Information with Windchill ProjectLink 11.0

Audience

• This course is intended for project managers. People in related roles will also benefit from takingthis course.

Table of ContentsModule 1 Introduction to Project Management



Introduction to PTC Windchill ProjectLink 11.0Overview



In this course, you will learn how toparticipate in and manage projects usingWindchill ProjectLink 11.0. Emphasis willbe placed on learning how to access andnavigate the Windchill ProjectLink interface,including navigating and using your personalenvironment, the project environment, andproject storage. You will also learn how tomanage document information, the projectplan, and assigned tasks. You will gain anunderstanding of creating and managingprojects, which includes planning activities andmilestones, assigning the project team, andsetting up the folder storage structure. Finally,you will learn how to communicate with otherteam members using the collaboration tools ofWindchill ProjectLink.At the end of each module, you will completea set of review questions to reinforce criticaltopics from that module. At the end of thecourse, you will complete a course assessmentin Pro/FICIENCY intended to evaluate yourunderstanding of the course as a whole.This course has been developed usingWindchill 11.0 F000.

Course Objectives

• Access Windchill Help• Browse and search for Windchill objects• View the attributes, content, and relationships

of Windchill objects• Identify the project manager’s role• Plan projects, project resources, and project

storage• Identify the differences between projects and

programs• Create projects in Windchill, including the plan

objects required to support them• Design an action item• Create and manage project storage and access

controls

• Modify and create documents• View Windchill objects in Creo View

• Manage your Windchill notebook• Create and manage subscriptions

• Complete Windchill assignments• Reassign assignments to other team members

• Update the project status• Monitor the project timeline

• Use Microsoft Project in conjunction withWindchill

• Discuss objects in forums• Manage and schedule meetings

Prerequisites

• None

Audience

• This course is intended for project participants and project managers using the ProjectLinkapplication. People in related roles will also benefit from taking this course.

Table of ContentsModule 1 Introduction to the Windchill Environment

Module 2 Introduction to Project Management

Module 3 Locating and Viewing Information

Module 4 Creating Documents and Links


Module 6 Introduction to Visualization



Module 9 Managing Your Work

Managing Interoperability with PTC Windchill PDMLink 11.0and PTC Windchill ProjectLink 11.0Overview


Course Length 1 Hour

In this Managing Interoperability withPTC Windchill PDMLink 11.0 and PTCWindchill ProjectLink 11.0 course, youwill explore concepts that will help youunderstand the advantages of the integratedWindchill PDMLink and Windchill ProjectLinkenvironment. You will explore the environmentand learn how to send Windchill PDMLinkdata to a project, and how to send WindchillProjectLink data to a Windchill PDMLinkcontext. Also, you will learn how to use contextnetworks to share data and enable searchesacross application contexts.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.This course has been developed usingWindchill 11.0 F000.

Course Objectives

• Understanding the PDMLink and ProjectLinkintegrated environment

• Navigating within the PDMLink and ProjectLinkintegrated environment

• Using PDMLink data in projects• Sharing objects between PDMLink and

ProjectLink• Performing a PDMLink check out from a product

to a project• Using ProjectLink data in PDMLink• Adding projects to Windchill networks

Prerequisites

• Working knowledge of Windchill ProjectLink

• Completion of any one of the following courses:

• Introduction to Windchill PDMLink 11.0 for Light Users

• Introduction to Windchill PDMLink 11.0 for Heavy Users

• Introduction to Windchill PDMLink 11.0 for the Implementation Team

Audience

• The target audience for this course consists of users who will be using an integrated environmentand already understand how to use both Windchill PDMLink and Windchill ProjectLink.

Table of ContentsModule 1 Introduction to the Integrated Environment

Module 2 Using Windchill PDMLink Data in Windchill ProjectLink Projects

Module 3 Using Windchill ProjectLink Data in Windchill PDMLink

Business Administration of PTC Windchill 11.0Overview



In this course, you will gain an understanding ofbasic Windchill business administration tasks.You will learn how to create user accounts andgroups and how to effectively plan and createinformation management storage strategies.Other topics will include life cycles, workflows,teams, and configuring domain policies. Youwill learn how to effectively administer the PTCNavigate business environment. These skillsenable you to configure Windchill PDMLink tomeet business needs. After completing thiscourse, you will be well prepared to set up andmanage a basic Windchill implementation atyour company.At the end of each module, you will completea set of review questions to reinforce criticaltopics from that module. At the end of thecourse, you will complete a course assessmentin PTC University Proficiency intended toevaluate your understanding of the course asa whole.This course has been developed usingWindchill 11.0 F000.

Course Objectives

• Understand the processes involved in definingyour 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.• Distinguish Windchill object names and their

corresponding object type class names.

• Create local, global, calculated, and aliasattributes.

• Create a Windchill subtypes.

• Configure attribute layouts.• 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 toconduct workflow role resolution.

• Create and manage document templates withinproduct, library, and organization contexts.

• Identify how to create CAD document templates.• Create product and library context templates.

• Create, manage, and edit promotionpreferences.

• Identify the promotion review and approvalprocesses.

• Understand change management flexibility.• Create change association rules.

• Identify change objects, life cycles, workflows,and team templates.

• 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.• Identify various PTC Navigate apps.• Navigate the PTC Navigate environment.

• Use apps to search for information.• Configure app settings.• Configure common preferences for part-related

apps.• Configure apps to display additional and custom

attributes.

Prerequisites

• Any one of the following courses: Introduction to Windchill PDMLink 11.0 for Light Users, Introductionto Windchill PDMLink 11.0 for Heavy Users, Introduction to Windchill PDMLink 11.0 for theImplementation Team

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

Module 2 Managing Participants

Module 3 Managing Contexts

Module 4 Managing Objects, Object Types, and Object Attributes

Module 5 Managing Object Type Behavior

Module 6 Automating Processes Using Life Cycles and Workflows

Module 7 Managing Teams

Module 8 Managing Domain Policies and Access Control

Module 9 Managing Organization Templates

Module 10 Implementing Promotion and Change Processes

Module 11 Administrative Support Tools

Module 12 Managing PTC Navigate Apps

Project Data Administration in PTC Windchill 11.0Overview


Course Length 1 Hour

In this course, you will gain an understandingof basic Windchill ProjectLink administrationtasks.. Other topics will include basic lifecycles, teams, and configuring domain policies.These skills are important because they enablea business administrator to configure WindchillProjectLink to meet business needs. Aftercompleting this course, you will be wellprepared to set up and manage a basicWindchill ProjectLink implementation at yourcompany.At the end of each module, you will completea set of review questions to reinforce criticaltopics from that module. At the end of thecourse, you will complete a course assessmentin PTC University Proficiency intended toevaluate your understanding of the course asa whole.This course has been developed usingWindchill 11.0 F000.

Course Objectives

• Edit and view life cycle template properties.• Define the transitions.• Understand the transitions in ProjectLink.• Map participants to context Teams.• Team creation in Windchill ProjectLink.• Access control policies.• Create and manage plan templates .• Create routable life cycle.• Initiate routing process for an object.

• Initiate a simple review or approval processagainst business objects stored in projects andprograms.

Prerequisites

• Introduction to Windchill ProjectLink 11.0

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 ProjectLink administration responsibilities, will also benefit from taking this course.

Table of ContentsModule 1 Introduction to Project Data Administration

System Administration of PTC Windchill 11.0Overview



In this course, you will gain an understandingof how to perform routine Windchill systemadministration tasks, including how to manageWindchill services and optimize Windchillcomponents for performance. You willfocus on daily, weekly, and monthly systemmaintenance tasks required by the Windchillsystem administrators. You will also learnhow to implement file vaulting and contentreplication. Other topics that will be reviewedinclude managing the Windchill database,troubleshooting background queues, improvingworkflow performance, optimizing visualizationpublishing process, and setting up the clientenvironment.At the end of each module, you will completea set of review questions to reinforce criticaltopics from that module. At the end of thecourse, you will complete a course assessmentin PTC University Proficiency intended toevaluate your understanding of the course asa whole.This course has been developed usingWindchill 11.0 F000.

Course Objectives

• Understand Windchill architecture.• Start and stop Windchill components.• Manage Windchill configuration properties.• Implement file vaulting and content replication.• Tune Windchill components for performance.• Tune Windchill workflows for performance.• Manage background queues.• Manage visualization publishing system.• Manage Windchill database.• Manage system backups.• Manage Windchill system logs and alerts.

• Monitor daily, weekly, and monthlyadministration tasks.

• Configure browser and JAVA settings for clients.

Prerequisites

• Familiarity with the Windchill PDMLink 11.0 or Windchill ProjectLink 11.0 user interface.

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

Audience

• This course is intended for System Administrators and Application Developers. People in relatedroles will also benefit from taking this course.

Table of ContentsModule 1 Introduction to the Windchill System Environment

Module 2 Managing Windchill Services

Module 3 Managing Windchill Properties

Module 4 File Vaulting and Replication Overview

Module 5 Implementing File Vaults

Module 6 Implementing Content Replication

Module 7 Tuning Windchill Server

Module 8 Managing Background Queues

Module 9 Managing Your Visualization Publishing System

Module 10 Tuning Workflow Processes

Module 11 Windchill Backup and Recovery

Module 12 Managing Log Files and Alerts

Module 13 Daily System Monitoring Tasks

Module 14 Weekly System Monitoring Tasks

Module 15 Monthly System Monitoring Tasks

Module 16 Setting Up the Client Environment

Module 17 Miscellaneous System Enhancements

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