Windchill PLM "Document Management" Tips & Techniques Session Recording (West Coast)

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Check out this video on Using Document Management in Windchill from PTC Application Engineers

Presenters: Kevin Sergeant (Technical Specialist, Principal) and Ryan Butcher (Technical Specialist, Fellow)

Original Date Presented: August 24, 2021

To dive deeper into the subject, check out Windchill Document Management - PTC University.

[Dayna_M]

Webcast Q&A

Question from Carl:  Can a custom document be created with company specific parameters?

Answer:  Absolutely.  There are no limitations.

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Webcast Q&A

Question from Kevin:  Does the DTI require a license?

Answer:  DTI is included with any license that allows for Document creation so the Base license and above.

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Webcast Q&A

Question from Raghu:  This document search is good and much needed.  I really wish Windchill had the ability to search with Creo drawings (notes).

Answer:  You can figure solr to index the text in (Creo Parametric) drawings by setting indexable to true for the DRW format  name.  http://www.ptc.com/cs/help/windchill_hc/wc100_hc/index.jspx?id=WCCG_Serv_DataFormats_AddUpdateDataFormats&action=show.

Question from Raghu:  Configure "solr" to index...what is solr?

Answer:  Solr is the indexing capabilities imbedded in Windchill.  It's open source enterprise search platform built on Apache Lucene.

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Webcast Q&A

Question from Randeep:  Can you talk about document retention policy functionality and what tools are available for document redlining?

Answer:  Document Retention Policies - The way we typically recommend this be done via a Life Cycle state.  For example, have a lifecycle state of obsolete.  When that document reaches that state, the access control policies limit access to those documents to only specific admins.  Tools available for redlining - Of course you could still use MS Word markup and edit tracking tools assuming you are using Word.  In Windchill itself, we have the ability to do document relining in CreoView.

[Dayna_M]

Webcast Q&A

Question from Timothy:  Is there a way to search for files attached in the Attachment panel of an unknown document number's Content tab?

Answer:  We will test and add our results to the Q&A.  There is an alternative approach if you need to index and search for the content of an attachment, you can check it in as a unique controlled document within WC and then you can associate the two documents or create a document structure.  Good news!  We discovered that both primary and secondary content (attachments) can be set to index.  https://support.ptc.com/help/wnc/r12.0.2.0/en/index.html#page/Windchill_Help_Center/WCSysAdminIndexSearchIndexingRules.html

[Markh74]

Good day

In the search portion of this presentation, Is the search for document format ie word, pdf etc and the text preview column customized features or n they easily be enabled.

Regards