Windchill Service Information Manager 10 - PTCsupport.ptc.com/WCMS/files/160858/en/Winchill_10_2_SIM_curriculum_guide.pdfLive Classroom Curriculum Guide Introduction to Windchill Service

Windchill Service Information Manager 10.2

Curriculum Guide

Live Classroom Curriculum Guide Introduction to Windchill Service Information Manager 10.2

Building Information Structures with Windchill Service Information

Manager 10.2

Building Publication Structures with Windchill Service Information

Manager 10.2

Configuring Parts Lists with Windchill Service Parts 10.2

Business Administration of Windchill Service Information Manager 10.2

Workflow Administration of Windchill 10.2

System Administration of Windchill 10.2

Introduction to Windchill Service Information Manager 10.2Overview

Course Code TRN-4420-T

Course Length 1 Day

In this course, you will learn how tocomplete basic functions to navigate andview information within Windchill ServiceInformation Manager. You will also learnhow to access and navigate the WindchillService Information Manager environment,view product information, manage assignedtasks, and perform basic work managementfunctions. After completing this course, you willbe able to complete basic Windchill ServiceInformation Manager tasks and activities, aswell as have a better understanding of how touse the Windchill Service Information Managersystem.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.

Course Objectives• Understand the Windchill Service Information

Manager environment and terminology• Locate product information• View product information• Use Windchill Service Information Manager

tools to manage your work• Participate in Windchill Service Information

Manager processes

Prerequisites

• Basic browser and Web navigation skills

Audience

• This course is intended for those who need to access the Windchill Service Information Managersystem to view information, perform system tasks, or use product information when making businessdecisions. People in related roles will also benefit from taking this course.

Agenda

Day 1

Module 1 Introduction to the Windchill Environment

Module 2 Locating Information

Module 3 Viewing Information

Module 4 Creating Documents and Links

Module 5 Modifying and Managing Documents

Module 6 Managing Your Work

Module 7 Communication and Collaboration

Module 8 Participating in Processes

Module 9 Performing Common Tasks

Course ContentModule 1. Introduction to the Windchill Environment

i. Windchill Environmentii. Introduction to Windchill Service Information Manageriii. Data Management Objectsiv. Storage Locationsv. Iteration and Revision Controlsvi. Process Controlsvii. Access Controlsviii. Collaboration Featuresix. Logging On to Windchillx. Understanding the Windchill User Interfacexi. Using the Home Pagexii. Using Quick Linksxiii. Using the Navigatorxiv. Using the Breadcrumb Trailxv. Navigating Products and Librariesxvi. Accessing the Information and Publication Structure Editorsxvii. Accessing Help

Module 2. Locating Informationi. Locating Informationii. Using Simple Searchiii. Using Advanced Searchiv. Saving Searchesv. Managing Searchesvi. Browsingvii. Using Mini Information Pages

Module 3. Viewing Informationi. Using Windchill Tablesii. Working with Table Columnsiii. Managing Windchill Table Viewsiv. New View: Set Namev. New View: Choose Object Typesvi. New View: Set Filtersvii. New View: Set Column Displayviii. New View: Set Sortingix. Understanding Information Pagesx. Customizing Information Pages

xi. Viewing Structurexii. Understanding Object Capabilitiesxiii. Information Structuresxiv. Information Groupsxv. Content Holdersxvi. Publication Structuresxvii. Publication Sectionsxviii. Table of Contentsxix. Indicesxx. Content Holdersxxi. Document Capabilitiesxxii. Dynamic Document Capabilities

Module 4. Creating Documents and Linksi. Document Capabilitiesii. Creating Documents and Linksiii. New Document: Set Attributes – Typeiv. New Document: Set Attributes – Templatev. New Document: Set Attributes (Primary Content)vi. New Document: Set Attributes (Attributes)vii. New Document: Set Attachmentsviii. New Multiple Documentsix. Creating Linksx. Document Preferencesxi. Attachment Preferences

Module 5. Modifying and Managing Documentsi. Overview of Modifying Documentsii. Modifying Documents — Check Outiii. Modifying Documents — Editiv. Modifying Documents — Check Inv. Modifying Documents — Undo Checkoutvi. Modifying Documents — Replace Contentvii. Modifying Documents — Reviseviii. Adding Documents to Baselines

Module 6. Managing Your Worki. Managing Your Workii. Managing Tasksiii. Managing Recently Modified Objects

iv. Managing Checked Out Objectsv. Managing the Notebookvi. Managing Subscriptionsvii. Creating Subscriptionsviii. Generating Reports

Module 7. Communication and Collaborationi. Introduction to Communication Mechanismsii. E-mailing Team Membersiii. E-mailing a Pageiv. Holding Discussionsv. Holding Meetingsvi. Scheduling Meetings

Module 8. Participating in Processesi. Promotion Requestsii. Viewing Promotion Requestsiii. Creating Promotion Requestsiv. Participating in Processesv. Completing Tasksvi. Completing Promotion Tasksvii. Viewing Processesviii. Completing Tasksix. Completing Promotion Tasksx. Viewing Processesxi. Reassigning Workflow Tasksxii. Managing Your Calendar

Module 9. Performing Common Tasksi. Preference Managerii. Editing Multiple Objectsiii. Moving Objectsiv. Deleting Objectsv. The Save As Featurevi. The Rename Featurevii. The Set State Featureviii. Using the Windchill Clipboardix. Managing Foldersx. Event Managerxi. Software Downloads

Building Information Structures with Windchill ServiceInformation Manager 10.2Overview


Course Length 1 Day

In this course, you will learn basic ServiceInformation Manager concepts, such as whichInformation Manager Business objects areused, and how to access and navigate theInformation Structure Editor. You will alsolearn about content holders, informationgroups, options, choices, rules, and filters.After completing this course, you will beable to create, manage, and use informationstructures within Windchill Service InformationManager.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.

Course Objectives• Define information structure business objects• Understand how information is managed in

information structures• Understand Service Information Manager

preferences• Access the Information Structure Editor• Navigate the Information Structure Editor• Identify the different content holder objects• Assign existing item choices• Add content to groups• Use related applications to add information

structure content• Understand groups and nested groups• Insert new groups

• Search for and reuse existing groups• Use the Find in Structure option

• Reuse item choices on groups• Understand attributes and applicability rules

• Create options and choices• Create and use include, exclude, and enable

rules

• Add option pool choices to option sets• Apply applicability rules at various levels• Understand attribute and option filters

• Create filters• Edit filters• Access filter properties

• Use include and exclude rules with option filters• Create a new information structure• Reuse existing information structures• Create Master and Primary information

structures

Prerequisites

• Introduction to Windchill PDMLink 10.2 for Heavy Users

Audience

• This course is intended for anyone who will be creating, managing, and using information structureswithin Windchill Service Information Manager. Anyone evaluating Windchill Service InformationManager will also benefit from this course.

Agenda

Day 1

Module 1 Getting Started with the Information Structure Editor

Module 2 Working with Group Content Objects

Module 3 Working with Groups

Module 4 Managing Options, Choices, and Rules

Module 5 Working with Filters

Module 6 Creating New Information Structures

Course ContentModule 1. Getting Started with the Information Structure Editor

i. Introduction to Windchill Service Information Managerii. Understanding the Information Structure Viewiii. Defining Information Structure Business Objectsiv. Managing Information in the Information Structurev. Service Information Manager Preferencesvi. Accessing the Information Structure Editorvii. Navigating the Information Structure Editor

Module 2. Working with Group Content Objectsi. Viewing Information Structure Content Holder Objectsii. Viewing Information Structure Content Holder Item Choicesiii. Adding Content to Information Structuresiv. Information Structure Product Integrationsv. Editing Group Contentvi. Removing Group Contentvii. Revising Group Contentviii. Comparing Content Objectsix. Opening Content Objects in Related Applications

Module 3. Working with Groupsi. Understanding Groupsii. Understanding Nested Groupsiii. Adding Groupsiv. Searching for Groupsv. Using Find in Structurevi. Reusing Item Choices on Groups

Module 4. Managing Options, Choices, and Rulesi. Understanding Applicability Rulesii. Understanding Attributesiii. Using Options and Choicesiv. Using Include and Exclude Rulesv. Understanding Enable Rulesvi. Understanding Applicability Rules Inheritancevii. Understanding Option Set Attributesviii. Creating an Option Setix. Creating an Option Set Copy

Module 5. Working with Filtersi. Creating a Filterii. Viewing Filter Propertiesiii. Saving a Filteriv. Managing a Filterv. Filtering Content Holders

Module 6. Creating New Information Structuresi. Creating a New Information Structureii. Saving an Information Structure as a New Structureiii. Creating a New Master Structureiv. Setting as Primary Information Structure

Building Publication Structures with Windchill ServiceInformation Manager 10.2Overview


Course Length 1 Day

In this course, you will learn basic ServiceInformation Manager concepts, such as whichPublication Structure Business objects areused and how to access and navigate thePublication Structure Editor. You will learnhow to create and add content to publicationstructures; reuse, modify, and publishpublication structures; create, manage, andapply options and choices to manage productvariation; and create options sets and optionpools. Finally, you will learn how to create,manage, and use publication structure filters.After completing this course, you will be able tocreate, manage, and use publication structureswithin Windchill Service Information Manager.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.

Course Objectives• Define Publication Structure business objects• Describe how information and business objects

are managed in Publication Structures• Access the Publication Structure Editor• Navigate and recognize user interface

components of the Publication Structure Editor• Create a new Publication Structure from the

Create New Publication Structure window• Create a new Publication Structure from an

existing Publication Structure, or from thehierarchy of an existing Publication Structure

• Add content to a Publication Structure• Modify the hierarchy of a Publication Structure• Replace Publication Structure content with a

local copy and save a Publication Structureobject as a new object

• Work with and edit Publication Structureattributes

• Rearrange and remove Publication Structureobjects from a Publication Structure

• Assign Item Choices to Publication Structureobjects

• Generate a Publication Structure translationdocument and publish a representation

• Understand attributes and applicability rules• Create options and choices

• Create and use include, exclude, and enablerules

• Add option pool choices to option sets

• Apply applicability rules at various levels• Understand attribute and option filters• Create and edit filters• Access filter properties• Use include and exclude rules with option filters

Prerequisites


Audience

• This course is intended for anyone who creates, manages, and uses publication structures withinWindchill Service Information Manager. Anyone evaluating Windchill Service Information Managerwill also benefit from this course.

Agenda

Day 1

Module 1 Getting Started with the Publication Structure Editor

Module 2 Creating and Adding Content to Publication Structures

Module 3 Reusing, Modifying, and Publishing Publication Structures

Module 4 Managing Options, Choices and Rules


Course ContentModule 1. Getting Started with the Publication Structure Editor

i. Introduction to Windchill Service Information Managerii. Publication Structuresiii. Publication Structure Business Objectsiv. Managing Information in Publication Structuresv. The Publication Structures Tablevi. Publication Structure Information Page Tabsvii. Publication Structure Attributesviii. Accessing the Publication Structure Editorix. Navigating the Publication Structure Editor

Knowledge Check Questions

Module 2. Creating and Adding Content to Publication Structuresi. Creating a New Publication Structureii. Generating an Information Structure from a Publication Structureiii. Saving an Existing Publication Structure as a New Publication Structureiv. Saving an Existing Publication Structure as a New Master Publication Structurev. Adding a Table of Contents to a Publication Structurevi. Adding an Index to a Publication Structurevii. Adding Content in an Information Structure to a Publication Structureviii. Adding Textual Content to a Publication Structureix. Adding a Parts List Holder to a Publication Structurex. Adding a New Publication Structure Section to a Publication Structurexi. Adding Multiple New Publication Sections to a Publication Structurexii. Adding Existing Publication Sections and Publication Structures to a Publication Structurexiii. Replacing Publication Structure Content with a Local Copyxiv. Saving a Publication Structure Object as a New Object


Module 3. Reusing, Modifying, and Publishing Publication Structuresi. Searching for Content to Include in a Publication Structureii. Using Find in a Publication Structureiii. Renaming Publication Structure Objectsiv. Editing Publication Structure Attributesv. Removing Objects from a Publication Structurevi. Rearranging Objects in a Publication Structurevii. Opening Publication Structure Objects in a Windchill Integrated Editorviii. Defining Applicability for Publication Structure Objectsix. Generating a Translation Document for a Publication Structurex. Generating a Publication Structure Representation


Module 4. Managing Options, Choices and Rulesi. Understanding Applicability Rulesii. Understanding Attributesiii. Using Options and Choicesiv. Using Include and Exclude Rulesv. Understanding Enable Rulesvi. Understanding Applicability Rules Inheritancevii. Understanding Option Set Attributesviii. Creating an Option Setix. Creating an Option Set Copy


Module 5. Working with Filtersi. Creating a Filterii. Viewing Filter Propertiesiii. Saving a Filteriv. Managing a Filterv. Filtering Content Holders


Configuring Parts Lists with Windchill Service Parts 10.2Overview


Course Length 1 Day

In this course, you will learn basic ServiceParts concepts and learn how to access andnavigate the Parts List Editor. You will alsolearn about Illustrated Parts Diagrams andIllustrated Parts Catalogs, as well as how topublish parts lists and add illustrations usingCreo Illustrate. After completing this course,you will be able to create, manage, use, andpublish parts lists within Windchill ServiceParts.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.

Course Objectives• Understand Windchill Service Parts• Define IPCs and IPDs• Access and navigate the Service Product

Structure Explorer• Define different types of Bills of Materials• Transform an Engineering Bill of Materials into

a Service Bill of Materials• Navigate an existing parts list• Create a new parts list• Search for and add an sBOM• Understand parts list item attributes

• Understand the Items tab• Add parts list metadata

• Add parts list item applicability• Update equivalent parts

• Reconcile part structures• Create part illustrations

• View Engineering and Service Bill of Materialsdifferences using Creo View

• View visualizations using the Parts List Editor

• Publish parts list representations

Prerequisites

• Building Information Structures with Windchill Service Information Manager 10.2

Audience

• This course is intended for anyone who will be creating, managing, using, and publishing partslists using Windchill Service Parts. Anyone evaluating Windchill Service Parts will also benefitfrom taking this course.

Agenda

Day 1

Module 1 Getting Started with Windchill Service Parts 10.2

Module 2 Creating New Parts Lists

Module 3 Navigating a Parts List

Module 4 Viewing and Publishing Parts Lists

Course ContentModule 1. Getting Started with Windchill Service Parts 10.2

i. Understanding Windchill Service Partsii. Defining Illustrated Parts Catalogsiii. Defining Illustrated Parts Diagramsiv. Understanding the Parts Process Flowv. Understanding the Service Product Structure Explorervi. The Service Product Structure Explorer Information Tabvii. The Service Product Structure Explorer Uses Tabviii. The Service Product Structure Explorer Replacements Tabix. The Service Product Structure Explorer Part Selection Tabx. The Service Product Structure Explorer Where Used Tabxi. The Service Product Structure Explorer Equivalent Parts Tabxii. The Service Product Structure Explorer Documentation Tabxiii. Defining eBOMs, mBOMs, and sBOMsxiv. Transforming BOMs


Module 2. Creating New Parts Listsi. Navigating the Parts List Editorii. The Add Part Dialog Boxiii. The Edit Filter Dialog Boxiv. The Add Illustration Dialog Boxv. Adding a New Parts Listvi. Importing and Exporting Parts Listsvii. Generating a Parts List from sBOM Partsviii. Searching for an sBOM from the Parts List Editorix. Adding an sBOM from the Parts List Editorx. Understanding Parts List Item Attributes


Module 3. Navigating a Parts Listi. Understanding the Items Tabii. Ordering the Parts Listiii. Updating Equivalent Partsiv. Reconciling Selected Structuresv. Creating a Partvi. Creating a Part (cont.)vii. Creating Illustrations Using Creo Illustrateviii. Understanding Parts List Item Applicabilityix. Parts List Management in Relationship to Other Structures


Module 4. Viewing and Publishing Parts Listsi. Viewing eBOM and sBOM Differences in Creo Viewii. Viewing Visualizations Using the Parts List Editoriii. Viewing Related Objectsiv. Parts Lists and Publication Structuresv. Publishing an Illustrated Parts Catalog


Business Administration of Windchill Service InformationManager 10.2Overview


Course Length 3 Days

In this course, you will gain an understandingof basic Windchill Service Information Manageradministration tasks. You will learn how tocreate user accounts and groups, as wellas plan and create information managementstorage strategies. Other topics will includelife cycles, workflows, teams, and configuringdomain policies. You will also learn aboutArbortext data administration and WindchillService Information Manager configuration.These skills enable a business administratorto configure Windchill Service InformationManager to meet business needs. Aftercompleting this course, you will be wellprepared to set up and manage a basicWindchill Service Information Managerimplementation at your 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 Pro/FICIENCY intended to evaluate yourunderstanding of the course as a whole.

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• Distinguish 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 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

• Identify the pre-configured Windchill changemanagement functions

• Access business metrics from Change Monitorreports

• Use ModelCHECK validation during check-in• 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• Administer Arbortext data• Configure Windchill Service Information

Manager

Prerequisites

• Introduction to Windchill Service Information Manager 10.2

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 Service Information Manager administration responsibilities, will also benefit from takingthis 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

Module 8 Managing Teams

Day 3

Module 9 Managing Organization Templates

Module 10 Implementing Promotion and Change Processes

Module 11 Administrative Support Tools

Module 12 Managing Document Bursting

Module 13 Service Information Data Administration in Windchill 10.2

Course ContentModule 1. Introduction to Windchill Business Administration

i. Windchill PDMLinkii. Introduction to Windchill Service Information Manageriii. Windchill Architecture — Serveriv. Windchill Architecture — Clientv. Windchill Architecture — Databasevi. Windchill Architecture — Optional Serversvii. Understanding Windchill Terminologyviii. Understanding Primary Business Objectsix. Understanding Policies, Processes, and Participantsx. Role of the Business Administratorxi. Planning a Windchill Implementationxii. Identifying the Data to be Managedxiii. Common Windchill Objectsxiv. Managing Participantsxv. Identifying a Data Storage Strategyxvi. Identifying Business Processesxvii. Identifying How Users Interact with Dataxviii. Identifying a Notification Strategy

Module 2. Managing Participantsi. Participant Architectureii. Identifying Windchill Usersiii. Users and Groupsiv. User Accountsv. Groupsvi. User and Group Structurevii. Best Practices for Organizations, Users, and Groupsviii. Introduction to Windchill Contextsix. Administrative Navigationx. Creating a Windchill Organization Contextxi. Creating Users and Groupsxii. Creating User Accountsxiii. Troubleshooting User Accountsxiv. Creating Groupsxv. Group Membershipxvi. Managing Existing Participantsxvii. Moving Users Between Organizationsxviii. Updating User Account Informationxix. Deleting a User Account — Steps

xx. Identify the Results of Deleting a Userxxi. Business Process Implications of Deleting Usersxxii. Workspace Implications of Deleting Usersxxiii. Running Process Implications of Deleting Usersxxiv. Deleting a User Accountxxv. Deleting Groupsxxvi. Results of Deleting a Groupxxvii. Business Process Implications of Deleting Groupsxxviii. Deleting an Organization

Module 3. Managing Contextsi. Understanding Contextsii. Relationships Between Contextsiii. Identifying Locations for Storing Dataiv. Windchill Product Characteristicsv. Results of Creating a Productvi. Windchill Library Characteristicsvii. Results of Creating a Libraryviii. Assigning Context Creatorsix. Creating Productsx. Creating Librariesxi. Using Foldersxii. The Move Actionxiii. Moving an Object

Module 4. Managing Objects, Object Types, and Object Attributesi. Windchill Objects Reviewii. Types of Attributesiii. Modeled Attributesiv. Standard and Global Attributesv. Calculated and Alias Attributesvi. Windchill Object Typing Capabilityvii. Creating Global Attributesviii. Extending and Subtyping Objectsix. Constraining Attributesx. Types of Constraintsxi. Constraining Strings to a Set of Valuesxii. Conditional Constraintsxiii. The Type and Attribute Manager – Typesxiv. The Type and Attribute Manager – Enumerationsxv. Adding Attributes to Typesxvi. New Attribute Wizard – Page 1

xvii. New Attribute Wizard – Page 2xviii. New Attribute Wizard – Page 3xix. Managing Attribute Constraintsxx. Managing Attribute Visibilityxxi. Creating Subtypesxxii. Managing Type Layoutsxxiii. Inheriting Type Layoutsxxiv. Creating Shared Tabsxxv. Localizing Types and Attributesxxvi. Windchill Link Typing Capabilityxxvii. Identifying Link Behaviorxxviii. The Relationship Constraint Managerxxix. Creating a Relationship Constraintxxx. Measurement System Administrationxxxi. Quantity of Measure Administration

Module 5. Managing Object Type Behaviori. Object Initialization Rulesii. Object Initialization Rule Managementiii. The Object Initialization Rules Tableiv. Object Initialization Rule Examplev. Life Cycle Association Rulesvi. Team Template Association Rulesvii. Object Numbering Scheme Rulesviii. Custom Numbering Scheme Rulesix. Folder Path Rulesx. Versioning Scheme Rulesxi. Types of Harvard Versioning Schemesxii. File and State-Based Versioningxiii. File and State-Based Versioning (cont.)

Module 6. Automating Processes Using Life Cycles and Workflowsi. Identifying Business Processesii. Assess Your Business Processesiii. Identifying Process Management Objectsiv. Understanding Windchill Life Cyclesv. Understanding Windchill Life Cycle Typesvi. Defining Object Life Cycle Resolutionvii. Creating a Life Cycleviii. Specifying Life Cycle Propertiesix. Adding Life Cycle Statesx. Defining States

xi. Identifying Life Cycle State Namesxii. Identifying a Version Seriesxiii. State-Based Versioning Examplexiv. Understanding Transitionsxv. Defining Transitionsxvi. Understanding Life Cycle Transition Typesxvii. Understanding Life Cycle Transition Typesxviii. Understanding Life Cycle Transition Typesxix. Understanding Life Cycle Transition Typesxx. Understanding Life Cycle Transition Typesxxi. Transition Examplesxxii. Defining Role Participationxxiii. Defining Access Permissions using Life Cyclesxxiv. Selecting Workflow Templatesxxv. Life Cycle and Workflow Template Relationshipsxxvi. Life Cycle and Workflow Template Relationshipsxxvii. Specifying Promotion Criteriaxxviii. Life Cycle Best Practicesxxix. Defining Workflow Templatesxxx. Defining Workflow Templatesxxxi. Defining Workflow Template Propertiesxxxii. Understanding Assigned Activitiesxxxiii. Defining Assigned Activitiesxxxiv. Understanding Connectors and Terminalsxxxv. Using Linksxxxvi. Setting Link Propertiesxxxvii. Simplifying Complex Processesxxxviii. Using Robots to Automate Tasksxxxix. Creating a Workflow Template

Module 7. Managing Domain Policies and Access Controli. Windchill Context Architectureii. Cabinetsiii. Administrative Domainsiv. Defining Windchill Domain Architecturev. Defining Windchill User Domain Architecturevi. Defining Windchill System Domain Architecturevii. Defining Windchill Special Site Domain Architectureviii. Defining Windchill Data Domain Architectureix. Defining Windchill Private Domain Architecturex. Defining Windchill Folder Domain Architecturexi. Domain Architecture in the Policy Administrator

xii. Security Labeled Objectsxiii. Understanding Access Controlxiv. Planning Access Control Strategiesxv. Defining Access Control Permissionsxvi. Permissions Needed for Move Operationsxvii. Permissions Needed for Set Life Cycle State Operationsxviii. Permissions Needed for Change Identify Operationsxix. Permissions Needed for View/Download Content Operationsxx. Permissions Needed for Modify Content Operationsxxi. Defining Access Control Policy Rulesxxii. Access Control Permission Considerationsxxiii. Access Control Permission Considerations (cont.)xxiv. Domain Access Control Permission Rulesxxv. Best Practices for Applying Access Control Rulesxxvi. Ad-Hoc Access Controlxxvii. Checking Access Control Permissionsxxviii. Troubleshooting Access Control Issuesxxix. Defining a Notification Policyxxx. Implementing a Notification Policyxxxi. Troubleshooting Context-Based Notificationsxxxii. Defining an Indexing Policyxxxiii. Implementing an Indexing Policy

Module 8. Managing Teamsi. Team Managementii. Terminology – Context Teamiii. Terminology – Shared Teamiv. Terminology – Team Templatev. Terminology – Team Instancevi. Terminology – Context and Participant Groupsvii. Terminology – Context and Resource Bundle Rolesviii. Context Teamsix. Context Team Architecturex. Context Team Architecture (cont.)xi. Context Team Architecture Examplexii. Context Team Architecture Example (cont.)xiii. Context Team Architecture Example (cont.)xiv. Context Team Architecture Example (cont.)xv. Applying Access Control with Context Teamsxvi. Access Control for Application Context Templatesxvii. Best Practices for Using Context Teams for Access Controlxviii. Shared Teams

xix. Shared Teams Show Team Uses Queryxx. Using a Shared Teamxxi. Role Resolution with Teamsxxii. Understanding Role Resolution and Team Templatesxxiii. Understanding Role Resolution and Context Teamsxxiv. Understanding Role Resolution and Team Instancesxxv. Team Instance Definitionxxvi. Team Instance Definition (cont.)xxvii. Defining Object Team Template Resolutionxxviii. Creating Team Templatesxxix. Proper Team Role Resolutionxxx. Team Role Resolution Best Practicesxxxi. Product and Library Template Context Team Rolesxxxii. Guests Context Rolexxxiii. Members Context Rolexxxiv. Application Context Manager Rolexxxv. Change Administrator and Change Review Board Context Rolesxxxvi. Promotion Approvers and Reviewers Context Rolesxxxvii. Organization Rolesxxxviii. Application Context Rolesxxxix. Custom Resource Bundle Roles

xl. Team Management Best Practices

Module 9. Managing Organization Templatesi. Windchill Templatesii. Context Templatesiii. Template Accessiv. Creating Document Templatesv. Creating CAD Document Templatesvi. Creating a Context Templatevii. Out-of-the-Box Product and Library Templatesviii. Organization Templatesix. Actions for Context Templates

Module 10. Implementing Promotion and Change Processesi. Setting Up a Change Management Processii. Windchill Change Managementiii. Windchill Change Management Componentsiv. Windchill Change Objectsv. Identifying Change Management Life Cyclesvi. Identifying Change Management Workflow Templatesvii. Problem Report Life Cycle

viii. Problem Report Workflowix. Change Request Life Cyclex. Change Request Workflowxi. Change Notice Life Cyclexii. Change Notice Workflowxiii. Business Rulesxiv. Implementing Business Rules – Change Notice Conditionalsxv. Implementing Business Rules – Change Notice Codexvi. Implementing Business Rules – Change Notice Activityxvii. Business Rule Setsxviii. Business Rules and Linksxix. Creating and Editing Business Rulesxx. Change Activity/Change Notice Task Life Cyclexxi. Change Activity/Change Notice Task Workflowxxii. Process and Life Cycle Relationshipsxxiii. Identifying Change Management Team Templatesxxiv. Assigning Participants to Change Management Rolesxxv. Configuring Change Management Preferences, Policies, and Rulesxxvi. Configuring Change Management Preferences and Administrationxxvii. Managing Promotion Preferencesxxviii. Understanding the Promote Action in a Basic Life Cyclexxix. The Promotion Request Approval Processxxx. The Promotion Request Review Processxxxi. Managing Promotion Preference Processesxxxii. Creating a New Promotion Process Preferencexxxiii. Changing a Promotion Preference

Module 11. Administrative Support Toolsi. Using ModelCHECK Validation During Check Inii. Administrator-Saved Searchesiii. User Profilesiv. Windchill Viewsv. Configuring Custom Viewsvi. Calendar Managementvii. Preference Managementviii. Report Managementix. Report Manager Queriesx. Visualization Publishing Toolsxi. Visualization Configuration Administratorxii. Publish and Thumbnail Controlxiii. WVS Job Monitorxiv. WVS Job Scheduler Administrator

xv. Purge Managerxvi. Purge Manager Queriesxvii. Security Auditing and Usage Reportingxviii. Usage Reportingxix. Security Audit Reporting

Module 12. Managing Document Burstingi. Arbortext Integration — Configuration Filesii. Arbortext Integration — Siteprefs.xml Configuration Fileiii. Arbortext Integration — Userprefs.xml Configuration Fileiv. Arbortext Integration — Logical IDv. Arbortext Integration — Environment Variablesvi. Document Bursting Overviewvii. Document Bursting Overview — Burst Configuration Filesviii. Creating Burst Configuration Filesix. Completing Bursting Requirements — Checklistx. Planning Your Bursting Strategy — General Considerationsxi. Planning Your Bursting Strategyxii. Specifying the Location of Your Burst Configuration Filesxiii. System-wide and Type-specific Burst Configuration Filesxiv. Setting Your System-wide Default Burst Configurationxv. Configuring System Default Valuesxvi. Configuring User Overridesxvii. Configuring Default Document Object Typexviii. Configuring Default Graphic Object Typexix. Configuring Default Object Locationsxx. Configuring Default Graphic Object Locationsxxi. Configuring Default Naming Rulesxxii. Configuring Default Naming Rules — Rule Parameter Valuesxxiii. Configuring Default Naming Rules — Using Expressionsxxiv. Setting a Type-specific Burst Configurationxxv. Configuring Type-specific Document Object Boundariesxxvi. Configuring Element-name-based Object Boundariesxxvii. Configuring Element-attribute-based Object Boundariesxxviii. Configuring XPath Object Boundariesxxix. Configuring Type-specific Document Object Typesxxx. Configuring Type-specific Naming Rulesxxxi. Configuring Type-specific Naming Rules — Rule Parameter Valuesxxxii. Configuring Type-specific Naming Rules — Using Expressionsxxxiii. Configuring Type-specific Object Locationsxxxiv. Assigning Windchill Propertiesxxxv. Configuring Publishing Engine for WVS

Module 13. Service Information Data Administration in Windchill 10.2i. Creating a Service Information Manager Productii. Understanding Service Rolesiii. Understanding Service Preferencesiv. Autonumbering Service Soft Typesv. Service Folder Defaultsvi. Understanding the Service Information Manager Publishing Processvii. Installing the Arbortext Publishing Engineviii. Configuring the Service Information Manager Worker Agentix. Configuring the Service Information Manager WVS Publish Rulesx. Creating the Service Information Manager auth.properties Filexi. Configuring the Arbortext Publishing Enginexii. Understanding the Worker Monitorxiii. Understanding the Service Applicationxiv. Publishing to PDF or Content Bundles

Workflow Administration of Windchill 10.2Overview



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 Pro/FICIENCY intended to evaluate yourunderstanding of the course as a whole.

Course Objectives• Describe the business objects that control and

define the Windchill business process definition• Identify the tools used to manage workflow

templates• 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 10.2

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

Course ContentModule 1. Using Workflow Tools

i. Workflow Use in the Windchill Product Linesii. Identifying Process Management Objectsiii. Workflow Management Toolsiv. Workflow Administratorsv. Accessing Workflow Template Administrationvi. Using the Workflow Template Administratorvii. Displaying Workflow Templatesviii. Creating Workflow Templatesix. Validating and Checking In Workflow Templatesx. Modifying Workflow Templatesxi. Exporting and Importing Workflow Templatesxii. Workflow Creation Best Practicesxiii. Understanding Workflow Processesxiv. Initiating a Process from a Workflow Templatexv. Workflow Process Statesxvi. Searching for Workflow Processesxvii. Browsing to Workflow Processesxviii. Viewing Process Informationxix. Managing Workflow Processes With the Process Managerxx. Managing Workflow Processes With the Workflow Process Administratorxxi. Determining the Status of a Process Nodexxii. Administratively Manipulating Processesxxiii. Manipulating Process Nodesxxiv. Testing Workflow Templates


Module 2. Defining Manual Tasksi. Defining Workflow Template Propertiesii. Understanding Assigned Activitiesiii. Defining Assigned Activitiesiv. Defining General Propertiesv. Defining Activity Propertiesvi. Defining Instructionsvii. Defining Participantsviii. Best Practices for Defining Participantsix. Defining Deadlinesx. Defining Global Workflow Variablesxi. Defining Assigned Activity Variablesxii. Creating Assigned Activity and Global Variables

xiii. Granting Additional Accessxiv. Understanding Variable Scopexv. Defining Routingxvi. Defining Automatic Routingxvii. Defining Transition Conditionsxviii. Defining Execution Optionsxix. Defining Role Setupxx. Defining Resource Pool


Module 3. Controlling Process Flowi. Creating Complex Processes with Connectors and Linksii. Understanding Connectors and Terminalsiii. Using Start, Ground, and End Connectorsiv. Using And Connectorsv. Using Or Connectorsvi. Using Linksvii. Setting Link Propertiesviii. Using Loop Linksix. Using Conditional Connectorsx. Using Threshold Connectors


Module 4. Simplifying Complex Templatesi. Simplifying Complex Processesii. Using Block Processesiii. Converting Nodes to a Block Processiv. Block Process Propertiesv. Using Proxy Processesvi. Proxy Process Properties: Generalvii. Proxy Process Properties: Deadline/Variable Mapping


Module 5. Automating Tasksi. Using Robots to Automate Tasksii. Using Method Robotsiii. Using Method Robots to Mature Objectsiv. Using Method Robots: Set Statev. Using Method Robots: Submitvi. Using Method Robots: Promote/Demote/Deny/Dropvii. Using Notification Robotsviii. Notification Robot Properties: General/Recipientsix. Notification Robot Properties: Message/Attachments

x. Notification Messagexi. Checkpoint Robotxii. Using Method Robots: Check Out/Check Inxiii. Using Timer Robotsxiv. Using Application Robotsxv. Using Synchronization Robotsxvi. Synchronization Robot Propertiesxvii. Object Event Synchronizationxviii. Class Event Synchronizationxix. Expression Synchronizationxx. Using Expression Robotsxxi. Expression Robot Propertiesxxii. Using the URL Robotxxiii. URL Robot Error Handling Properties


Module 6. Using Workflow Templatesi. Understanding Windchill Life Cyclesii. Understanding Windchill Life Cycle Typesiii. Using Workflows in Windchilliv. Life Cycle Association Rulesv. Defining Object Life Cycle Resolutionvi. Specifying Life Cycle Propertiesvii. Adding Life Cycle Statesviii. Defining Statesix. Understanding Transitionsx. Defining Transitionsxi. Understanding Life Cycle Transition Typesxii. Understanding Life Cycle Transition Typesxiii. Understanding Life Cycle Transition Typesxiv. Transition Examplesxv. Defining Role Participationxvi. Defining Access Permissions using Life Cyclesxvii. Selecting Workflow Templatesxviii. Life Cycle and Workflow Template Relationshipsxix. Life Cycle and Workflow Template Relationshipsxx. Life Cycle Best Practicesxxi. Managing Promotion Preferencesxxii. Understanding the Promote Action in a Basic Life Cyclexxiii. The Promotion Request Approval Processxxiv. The Promotion Request Review Processxxv. Managing Promotion Preference Processes

xxvi. Creating a New Promotion Process Preferencexxvii. Changing a Promotion Preferencexxviii. Creating Workflow Templates for Promotion Requestsxxix. Routing Objects in Projects and Programsxxx. Creating a Workflow Template for Routingxxxi. Creating a Life Cycle Template for Routing


System Administration of Windchill 10.2Overview



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 install and configure Windchill systemcomponents and how to implement file vaultingand content replication. Other topics that willbe reviewed include managing an Oracledatabase, troubleshooting background queues,controlling system backup procedures, andsetting up the client environment.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.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• Understand Windchill architecture• Install and configure Windchill solutions• 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 Oracle 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 10.1 or Windchill ProjectLink 10.1 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 Installing Windchill Components

Module 3 Managing Windchill Services

Module 4 Managing Windchill Properties

Module 5 File Vaulting and Replication Overview

Module 6 Implementing File Vaults

Module 7 Implementing Content Replication

Day 2

Module 8 Tuning Windchill Server

Module 9 Managing Background Queues

Module 10 Tuning Workflow Processes

Module 11 Oracle Database Management

Module 12 Windchill Backup and Recovery

Day 3

Module 13 Managing Log Files and Alerts

Module 14 System Monitoring — Daily Tasks

Module 15 System Monitoring — Weekly Tasks

Module 16 System Monitoring — Monthly Tasks

Module 17 Setting up the Client Environment

Course ContentModule 1. Introduction to the Windchill System Environment

i. Client Requirementsii. Windchill Architecture — Serveriii. Windchill Architecture — Databaseiv. Windchill Architecture — Windchill Serverv. Windchill Architecture — Databasevi. Windchill Architecture – Optional Serversvii. Role of the System Administratorviii. Understanding Windchill Contextsix. Windchill Product Characteristicsx. Windchill Library Characteristicsxi. Using Foldersxii. Data Management Objectsxiii. Iteration and Revision Controlsxiv. Access Controlsxv. Process Controlsxvi. Understanding the Windchill User Interfacexvii. Using the Navigatorxviii. Navigating Products and Librariesxix. Locating Informationxx. Understanding Information Pagesxxi. Accessing Help

Module 2. Installing Windchill Componentsi. Windchill Software Matricesii. Supported Virtualization Platformsiii. Sizing a Windchill Systemiv. Setting Application Namev. Software Downloadsvi. Windchill Technical Documentsvii. Windchill Required Componentsviii. Installing Oracleix. Oracle Post Installation Activitiesx. The PTC Solution Installer (PSI)xi. Understanding Installation Typesxii. Selecting the Database Sizexiii. The Staging Area Optionsxiv. Installing Windchill Solutionxv. Installing on Multiple Machines

xvi. Installing Optional Components

Module 3. Managing Windchill Servicesi. Identifying Major Windchill Servicesii. Starting/Stopping Apache Web Serveriii. Starting/Stopping Windchill Directory Serveriv. Starting/Stopping Oraclev. Starting/Stopping Windchillvi. Running Apache as a Windows Servicevii. Windchill Directory Server Control Panelviii. Running Windchill Directory Server as a Serviceix. Running Windchill as a Windows Servicex. Automating Windchill Startupxi. Automating Windchill Shutdown

Module 4. Managing Windchill Propertiesi. System Administration Utilitiesii. The Windchill Commandiii. The Windchill Shelliv. Windchill Configuration Properties Filesv. The site.xconf Filevi. The JMX Clientsvii. Using JConsole to Modify Property Valuesviii. The xconfmanager Utilityix. The xconfmanager: Optionsx. The xconfmanager: Examplexi. The xconfmanager: Validate Changesxii. Properties Managed by the Windchill Configuration Assistantxiii. Creating a Custom XCONF File

Module 5. File Vaulting and Replication Overviewi. File Vaultingii. File Storage Optionsiii. Local File Vaulting Architectureiv. Content Replicationv. Content Replication Architecturevi. Windchill File Serversvii. Centrally Vaulted Contentviii. Remotely and Centrally Vaulted Contentix. File Vaulting Strategies

x. Types of File Vaultsxi. Checking an Object into a Windchill Main Serverxii. Requesting Objects That Have Not Yet Been Replicatedxiii. Requesting Objects from File Servers That Are Not Preferredxiv. Server to Server Replicationxv. Content Synchronization and Replicationxvi. Local Replication for File Servers

Module 6. Implementing File Vaultsi. Planning External File Storageii. Multiple Vaults Configurationiii. Vaulting Rulesiv. Single Vault Configurationv. Forcing Contents to a Single Vault — Implicationsvi. Single Vault vs. Multi Vault Configurationvii. Vaults with Automatic Folder Creationviii. The Central Cache Vaultix. Setting Up External Storagex. Managing Revaultingxi. Maintaining Vaultsxii. Changing the Location of Files in Vaultsxiii. The Default System Target Vault

Module 7. Implementing Content Replicationi. Installing the File Server — Requirementsii. Enabling Remote File Server Supportiii. Generating the Security Keyiv. Using the File Server Management Utilityv. Registering the File Servervi. Configuring Replica Vaultsvii. Creating Replication Rulesviii. Creating Replication Schedulesix. Replication Performance and Scalabilityx. Replication and Visualization Servicexi. Setting the Preferred File Serverxii. User-Initiated Replication

Module 8. Tuning Windchill Serveri. Windchill Server Tuning Objectivesii. Monolithic Windchill Configuration

iii. Multi-Tiered Windchill Configurationiv. Server Heap Sizev. Setting Windchill Cache Sizes — wt.propertiesvi. Setting Windchill Cache Sizes — db.propertiesvii. Viewing Windchill Cache Statisticsviii. Limiting Search Resultsix. Windchill Configuration Assistant (WCA)x. Affected Filesxi. Running the Windchill Configuration Assistantxii. Propagating Values from Intermediate Properties Filesxiii. Rolling Back Configuration Changesxiv. Number of Method Serversxv. Cleaning Windchill System Cachexvi. Why Do Windchill Method Servers Stop Unexpectedly?xvii. Using Anti-Virus Softwarexviii. Server Cluster Configurationxix. Server Statusxx. WAN Performance Optimizing Optionsxxi. WAN Acceleration

Module 9. Managing Background Queuesi. Windchill Background Queuesii. Queue Manageriii. Queue Entry Statesiv. Out-of-the-Box Background Queuesv. Single Method Server Configurationvi. Configuring a Background Method Servervii. Configuring Multiple Background Serversviii. Distributing Background Queuesix. Tuning Background Queuesx. Performing Regular Queue Maintenancexi. Deleting a Queue

Module 10. Tuning Workflow Processesi. Workflow Queuesii. Pool Queuesiii. Monitoring Workflow Queue Entriesiv. Configuring Queue Poolingv. After Queue Poolingvi. Configuring Dedicated Workflow Queues

vii. Tagging Dedicated Workflow Queuesviii. After Dedicated Queues

Module 11. Oracle Database Managementi. Reviewing Instance and Databaseii. System Global Area (SGA)iii. Reviewing Background Processesiv. Understanding Oracle Storage Hierarchyv. Oracle Enterprise Manager Database Controlvi. Oracle Initialization Parametersvii. Control Filesviii. Oracle Tablespacesix. Oracle Datafilesx. Redo Log Filesxi. Automatic Memory Management (AMM)xii. Automatic Shared Memory Management (ASMM)xiii. Approximating Initial Memory Sizesxiv. Automatic Workload Repository (AWR)xv. Automatic Database Diagnostic Monitor (ADDM)

Module 12. Windchill Backup and Recoveryi. Windchill Backup Architectureii. Windchill Data Repositoriesiii. Types of Backupiv. Performing a Cold Backupv. Recovering from a Cold Backupvi. Performing a Hot Backupvii. Recovering from a Hot Backupviii. Oracle Backup and Recovery — Enterprise Managerix. Oracle Archive Log Modex. Oracle Flash Recovery Areaxi. Oracle Suggested Backup Strategyxii. Suspending Background Queuesxiii. Read Only Mode for Vaultsxiv. Generating Vault Backup Informationxv. The WContentVerify Toolxvi. Mirroring the Local Cache Vaultxvii. Rebuilding Replica Vaultsxviii. Backing up the Windchill Directory Serverxix. Backing Up LDAP Data using the Backup Command

xx. Restoring Windchill Directory Serverxxi. Backing Up LDAP Directory Data using Control Panelxxii. Restoring LDAP Directory Data using Control Panelxxiii. Exporting LDAP Dataxxiv. Importing LDAP Data

Module 13. Managing Log Files and Alertsi. Windchill Logging Mechanismii. Windchill Log Propertiesiii. Setting Windchill Log Levelsiv. Populating JMX-Administratorsv. Viewing Windchill Log Filesvi. Managing Log Files using JConsolevii. System Error Reportingviii. Using the Persisted Log Events Pageix. The Log File Viewer Pagex. The Log Event Details Pagexi. Administration Actions After Receiving Error Reportsxii. System Configuration Collectorxiii. Oracle Alertsxiv. Oracle Alerts — Setting Up a Mail Serverxv. Setting Up Direct Oracle Alert Notificationsxvi. Oracle Alerts — Setting Metric Thresholdsxvii. Managing Directory Server Logsxviii. Managing Web Server Logs

Module 14. System Monitoring — Daily Tasksi. Daily System Monitoring Tasks — Checklistii. Perform and Verify Scheduled System Backupsiii. The Server Status Pageiv. PTC System Monitorv. System Monitoring using JMX Clientsvi. Monitoring CPU and Memory Usage by Windchill Processesvii. System Components Availabilityviii. Monitoring Queues using Queue Managerix. Monitoring Queues using JMX Clientsx. Monitoring Queues using Queue Analyzerxi. Queue and Workflow Health Check Scriptxii. Monitor File Vaultsxiii. Monitoring Vaults using the System Configuration Collector

xiv. Review Application Server Logsxv. Review Database Logsxvi. Check Database Schema Statisticsxvii. Monitor Network Healthxviii. Review PTC Technical Support Subscription E-mails

Module 15. System Monitoring — Weekly Tasksi. Weekly System Monitoring Tasks — Checklistii. Monitor Disk Space Usageiii. Identifying BLOBS That Have Not Been Vaultediv. Remove Unreferenced Files from File Vaultsv. The RemoveUnreferencedFiles Toolvi. Automated Cleanup of Replica Vaultsvii. Generating Unreferenced Files Reportviii. Defragment Windows Disksix. Check Performance using Monitoring Toolsx. Perform Database Maintenance

Module 16. System Monitoring — Monthly Tasksi. Monthly System Monitoring Tasks — Checklistii. Execute Performance Benchmarksiii. Windchill File Server Testiv. Perform Database Diagnosticsv. Resolve Disconnected Principalsvi. Cleaning up Data for Deleted Usersvii. Evaluate System Settings using Windchill Configuration Assistantviii. Generate Throughput and Security Audit Reportsix. Perform Workgroup Manager Maintenance Tasksx. Review Windchill and Creo Settingsxi. Purge Obsolete or Unused Dataxii. Apply Maintenance Patches and Updatesxiii. Clone Production Server to Test Serverxiv. Yearly Administrative Tasks

Module 17. Setting up the Client Environmenti. Setting Up Your Browserii. Browser’s ActiveX Settingsiii. Pop-Up Blocker Interferenceiv. Browser Locale Settingsv. Memory Allocation for Applets

vi. Installing Creo Viewvii. Installing Desktop Integrationviii. Setting Your Preferred File Server Siteix. Product Structure Explorer Preferencesx. Configuring the Windchill Home Page

Web Based Curriculum Guide Introduction to Windchill Service Information Manager 10.2

Building Information Structures with Windchill Service Information

Manager 10.2

Building Publication Structures with Windchill Service Information

Manager 10.2

Configuring Parts Lists with Windchill Service Parts 10.2

Processing Publications with Windchill Service Information Manager 10.2

Business Administration of Windchill Service Information Manager 10.2

System Administration of Windchill 10.2

Locate and View Information with Windchill Service Information

Manager 10.2

Visualization with Creo View MCAD Lite 3.0 for Windchill Service

Information Manager 10.2

Standard Document Management with Windchill Service Information

Manager 10.2

Arbortext Document Management with Windchill Service Information

Manager 10.2

Work Management with Windchill Service Information Manager 10.2

Introduction to Windchill Service Information Manager 10.2Overview

Course Code WBT-4420-0

Course Length 8 Hours

In this course, you will learn how tocomplete basic functions to navigate andview information within Windchill ServiceInformation Manager. You will also learnhow to access and navigate the WindchillService Information Manager environment,view product information, manage assignedtasks, and perform basic work managementfunctions. After completing this course, you willbe able to complete basic Windchill ServiceInformation Manager tasks and activities, aswell as have a better understanding of how touse the Windchill Service Information Managersystem.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.

Course Objectives• Understand the Windchill Service Information

Manager environment and terminology• Locate product information• View product information• Use Windchill Service Information Manager

tools to manage your work• Participate in Windchill Service Information

Manager processes

Prerequisites


Audience

• This course is intended for those who need to access the Windchill Service Information Managersystem to view information, perform system tasks, or use product information when making businessdecisions. People in related roles will also benefit from taking this course.

Table of ContentsModule 1 Introduction to the Windchill Environment



Module 4 Creating Documents and Links


Module 6 Managing Your Work




Building Information Structures with Windchill ServiceInformation Manager 10.2Overview



In this course, you will learn basic ServiceInformation Manager concepts, such as whichInformation Manager Business objects areused, and how to access and navigate theInformation Structure Editor. You will alsolearn about content holders, informationgroups, options, choices, rules, and filters.After completing this course, you will beable to create, manage, and use informationstructures within Windchill Service InformationManager.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.

Course Objectives• Define information structure business objects• Understand how information is managed in

information structures• Understand Service Information Manager

preferences• Access the Information Structure Editor• Navigate the Information Structure Editor• Identify the different content holder objects• Assign existing item choices• Add content to groups• Use related applications to add information

structure content• Understand groups and nested groups• Insert new groups

• Search for and reuse existing groups• Use the Find in Structure option

• Reuse item choices on groups• Understand attributes and applicability rules

• Create options and choices• Create and use include, exclude, and enable

rules

• Add option pool choices to option sets• Apply applicability rules at various levels• Understand attribute and option filters

• Create filters• Edit filters• Access filter properties

• Use include and exclude rules with option filters• Create a new information structure• Reuse existing information structures• Create Master and Primary information

structures

Prerequisites


Audience

• This course is intended for anyone who will be creating, managing, and using information structureswithin Windchill Service Information Manager. Anyone evaluating Windchill Service InformationManager will also benefit from this course.

Table of ContentsModule 1 Getting Started with the Information Structure Editor

Module 2 Working with Group Content Objects

Module 3 Working with Groups



Module 6 Creating New Information Structures

Building Publication Structures with Windchill ServiceInformation Manager 10.2Overview



In this course, you will learn basic ServiceInformation Manager concepts, such as whichPublication Structure Business objects areused and how to access and navigate thePublication Structure Editor. You will learnhow to create and add content to publicationstructures; reuse, modify, and publishpublication structures; create, manage, andapply options and choices to manage productvariation; and create options sets and optionpools. Finally, you will learn how to create,manage, and use publication structure filters.After completing this course, you will be able tocreate, manage, and use publication structureswithin Windchill Service Information Manager.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.

Course Objectives• Define Publication Structure business objects• Describe how information and business objects

are managed in Publication Structures• Access the Publication Structure Editor• Navigate and recognize user interface

components of the Publication Structure Editor• Create a new Publication Structure from the

Create New Publication Structure window• Create a new Publication Structure from an

existing Publication Structure, or from thehierarchy of an existing Publication Structure

• Add content to a Publication Structure• Modify the hierarchy of a Publication Structure• Replace Publication Structure content with a

local copy and save a Publication Structureobject as a new object

• Work with and edit Publication Structureattributes

• Rearrange and remove Publication Structureobjects from a Publication Structure

• Assign Item Choices to Publication Structureobjects

• Generate a Publication Structure translationdocument and publish a representation

• Understand attributes and applicability rules• Create options and choices

• Create and use include, exclude, and enablerules

• Add option pool choices to option sets

• Apply applicability rules at various levels• Understand attribute and option filters• Create and edit filters• Access filter properties• Use include and exclude rules with option filters

Prerequisites


Audience

• This course is intended for anyone who creates, manages, and uses publication structures withinWindchill Service Information Manager. Anyone evaluating Windchill Service Information Managerwill also benefit from this course.

Table of ContentsModule 1 Getting Started with the Publication Structure Editor

Module 2 Creating and Adding Content to Publication Structures

Module 3 Reusing, Modifying, and Publishing Publication Structures



Configuring Parts Lists with Windchill Service Parts 10.2Overview



In this course, you will learn basic ServiceParts concepts and learn how to access andnavigate the Parts List Editor. You will alsolearn about Illustrated Parts Diagrams andIllustrated Parts Catalogs, as well as how topublish parts lists and add illustrations usingCreo Illustrate. After completing this course,you will be able to create, manage, use, andpublish parts lists within Windchill ServiceParts.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.

Course Objectives• Understand Windchill Service Parts• Define IPCs and IPDs• Access and navigate the Service Product

Structure Explorer• Define different types of Bills of Materials• Transform an Engineering Bill of Materials into

a Service Bill of Materials• Navigate an existing parts list• Create a new parts list• Search for and add an sBOM• Understand parts list item attributes

• Understand the Items tab• Add parts list metadata

• Add parts list item applicability• Update equivalent parts

• Reconcile part structures• Create part illustrations

• View Engineering and Service Bill of Materialsdifferences using Creo View

• View visualizations using the Parts List Editor

• Publish parts list representations

Prerequisites

• Building Information Structures with Windchill Service Information Manager 10.2

Audience

• This course is intended for anyone who will be creating, managing, using, and publishing partslists using Windchill Service Parts. Anyone evaluating Windchill Service Parts will also benefitfrom taking this course.

Table of ContentsModule 1 Getting Started with Windchill Service Parts 10.2

Module 2 Creating New Parts Lists

Module 3 Navigating a Parts List

Module 4 Viewing and Publishing Parts Lists

Processing Publications with Windchill Service InformationManager 10.2Overview



In this course, you will learn basic publicationprocessing concepts, such as how payloadfiles are created and how XML is transformedinto published output. You will learn aboutthe PTC Windchill Visualization Services rolein publishing, and how parts lists, publicationstructures, and information structures aretransformed and published. Finally, you willlearn how to publish output from a publicationstructure to a PDF file and to a PTC ServigisticsService Center bundle. After completing thiscourse, you will understand how output iscreated using both PTC Windchill ServiceInformation Manager and PTC ArbortextPublishing Engine.You will complete Pro/FICIENCY skillsassessment questions for each topic. Thesequestions are used to help reinforce yourunderstanding of the course topics.

Course Objectives• Understand the publication process overview• Define a publication request• Understand the contents of a payload

compressed file• Understand the contents of a bundle

compressed file• Explore a SIS worker’s role in publication

processing• Define XML structure serialization• Examine a publishing manifest• Create output• Define where and how style is applied

• Discuss the role of the Techinfo document type• Publish a publication structure and PTC

Servigistics Service Center bundle

Prerequisites

• Building Publication Structures with Windchill Service Information Manager 10.2

Audience

• This course is intended for anyone who creates, manages, and uses publication structures withinPTC Windchill Service Information Manager. People in related roles, and anyone evaluating PTCWindchill Service Information Manager, will also benefit from taking this course.

Table of ContentsModule 1 Processing Publications with Windchill Service Information Manager

Business Administration of Windchill Service InformationManager 10.2Overview



In this course, you will gain an understandingof basic Windchill Service Information Manageradministration tasks. You will learn how tocreate user accounts and groups, as wellas plan and create information managementstorage strategies. Other topics will includelife cycles, workflows, teams, and configuringdomain policies. You will also learn aboutArbortext data administration and WindchillService Information Manager configuration.These skills enable a business administratorto configure Windchill Service InformationManager to meet business needs. Aftercompleting this course, you will be wellprepared to set up and manage a basicWindchill Service Information Managerimplementation at your 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 Pro/FICIENCY intended to evaluate yourunderstanding of the course as a whole.

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• Distinguish 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 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

• Identify the pre-configured Windchill changemanagement functions

• Access business metrics from Change Monitorreports

• Use ModelCHECK validation during check-in• 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• Administer Arbortext data• Configure Windchill Service Information

Manager

Prerequisites


Audience


Prerequisites


Audience


Module 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 Domain Policies and Access Control

Module 8 Managing Teams

Module 9 Managing Organization Templates

Module 10 Implementing Promotion and Change Processes

Module 11 Administrative Support Tools

Module 12 Managing Document Bursting

Module 13 Service Information Data Administration in Windchill 10.2

Table of Contents

System Administration of Windchill 10.2Overview



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 install and configure Windchill systemcomponents and how to implement file vaultingand content replication. Other topics that willbe reviewed include managing an Oracledatabase, troubleshooting background queues,controlling system backup procedures, andsetting up the client environment.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.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• Understand Windchill architecture• Install and configure Windchill solutions• 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 Oracle 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 10.1 or Windchill ProjectLink 10.1 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 Installing Windchill Components

Module 3 Managing Windchill Services

Module 4 Managing Windchill Properties

Module 5 File Vaulting and Replication Overview

Module 6 Implementing File Vaults

Module 7 Implementing Content Replication

Module 8 Tuning Windchill Server

Module 9 Managing Background Queues

Module 10 Tuning Workflow Processes

Module 11 Oracle Database Management

Module 12 Windchill Backup and Recovery

Module 13 Managing Log Files and Alerts

Module 14 System Monitoring — Daily Tasks

Module 15 System Monitoring — Weekly Tasks

Module 16 System Monitoring — Monthly Tasks

Module 17 Setting up the Client Environment

Locate and View Information with Windchill ServiceInformation Manager 10.2Overview


Course Length 1.5 Hours

In this course, you will learn basic skillsrequired to access and view information,such as logging on, accessing help, andlocating and viewing product information. Thiscourse constitutes a comprehensive reviewof Windchill Service Information Managerlocate and view functionality. In addition, thecontent is built to support topic-based courseconfigurations.You will complete Pro/FICIENCY skillsassessment questions for each topic. Thesequestions are used to help reinforce yourunderstanding of the course topics.

Course Objectives• Identify and describe the capabilities of

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

and revision controls, process controls, accesscontrols, and collaboration features

• Access Windchill• Navigate within Windchill• Access Help• Execute simple and advanced searches• Save searches• Browse contexts• Access the Information and Publication

Structure Editors• 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 who needs to access product information residing within theWindchill Service Information Manager system.

Table of ContentsModule 1 Introduction to the Windchill Environment



Visualization with Creo View MCAD Lite 3.0 for WindchillService Information Manager 10.2Overview



In this course, you will receive a comprehensivereview of the Creo View Lite 3.0 functionality.The content is built to support topic-basedcourse configurations. You will learn aboutCreo View Lite and its role as a visualizationsolution for Product Data Managementsystems. You will also learn how to visualizeproducts and navigate through or query3-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 Pro/FICIENCY skillsassessment questions for each topic. Thesequestions are used to help reinforce yourunderstanding of the course topics.

Course Objectives• Understand visualization• Navigate the Creo View Lite user interface• Navigate and orient 3-D models• Find and select model components• Change model appearances• Work with model annotations• Explode model components• Section models• Work with components and groups

• View 2-D drawings, images, and documents• Create markups and annotation sets

• Take measurements

Prerequisites

• Locate and View Information with Windchill Service Information Manager 10.2

Audience

• This course is intended for any user who needs to view and manipulate product information residingwithin the Windchill Service Information Manager system.

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

Standard Document Management with Windchill ServiceInformation Manager 10.2Overview


Course Length 1 Hour

In this course, you will learn the basic skillsnecessary to perform typical documentmanagement tasks using Windchill ServiceInformation Manager 10.2. You will learndocument management skills, such ascreating and modifying documents. Thiscourse constitutes a comprehensive review ofStandard Document Management functionality.In addition, the content is built to supporttopic-based course configurations.You will complete Pro/FICIENCY skillsassessment questions for each topic. Thesequestions are used to help reinforce yourunderstanding of the course topics.

Course Objectives• Identify the capabilities of a standard document• Set document preferences• Create documents• Modify documents• Revise documents• Create document relationships

Prerequisites

• Locate and View Information with Windchill Service Information Manager 10.2

Audience

• This course is intended for any user who will manage documents within Windchill Service InformationManager. People in related roles will also benefit from taking this course.

Table of ContentsModule 1 Creating Documents and Links


Arbortext Document Management with Windchill ServiceInformation Manager 10.2Overview



In this course, you will learn the basic skillsnecessary to use the Arbortext Integrationto manage Arbortext Editor documents inthe Windchill Service Information Managerenvironment. This course covers the basicoperations to upload, check in, and checkout Arbortext documentation from WindchillService Information Manager. These skillsare important because they enable a user toapply Windchill Service Information Managercapabilities toward meeting a company’sContent Management goals.You will complete Pro/FICIENCY skillsassessment questions for each topic. Thesequestions are used to help reinforce yourunderstanding of the course topics.

Course Objectives• Log on and connect to Windchill Service

Information Manager• Understand and use workspaces• Search and browse for dynamic documents• Share Arbortext documents• Use and manage visualization• Generate and manage published content• Understand and use burst configuration files• Create and use managed baselines

Prerequisites

• None

Audience

• This course is intended for end users that generate documentation in Arbortext Editor and need tomanage the documentation in a Windchill Service Information Manager environment. People inrelated roles also will benefit from taking this course.

Table of ContentsModule 1 Getting Started with Arbortext Integration

Module 2 Sharing Arbortext Documents

Module 3 Modifying Arbortext Documents

Module 4 Managing Dynamic Documents

Work Management with Windchill Service InformationManager 10.2Overview



In this course, you will learn how to manageyour work. This course constitutes acomprehensive review of common Windchilltasks. 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 Pro/FICIENCY skillsassessment questions for each topic. Thesequestions are used to help reinforce yourunderstanding of the course topics.

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 understanding of Windchill 10.2

Audience

• This course is intended for any user who needs to learn about common tasks performed in Windchill.People in related roles will also benefit from taking this course.

Table of ContentsModule 1 Managing Your Work




Module 5 Managing Windchill Packages

ILT.pdfTRN-4420-LCTModule 1. Introduction to the Windchill Environmenti. Windchill Environmentii. Introduction to Windchill Service Information Manageriii. Data Management Objectsiv. Storage Locationsv. Iteration and Revision Controlsvi. Process Controlsvii. Access Controlsviii. Collaboration Featuresix. Logging On to Windchillx. Understanding the Windchill User Interfacexi. Using the Home Pagexii. Using Quick Linksxiii. Using the Navigatorxiv. Using the Breadcrumb Trailxv. Navigating Products and Librariesxvi. Accessing the Information and Publication Structure Editorsxvii. Accessing HelpModule 2. Locating Informationi. Locating Informationii. Using Simple Searchiii. Using Advanced Searchiv. Sav