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Windchill Tips

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Prior to Windchill 11.0: Required using the same Windchill Workgroup Manager CPS on both the server and client machines.   Windchill 11.0 M010 Onwards: You can use different CPS levels on the Windchill server and client machines within the same maintenance release. Workgroup Manager will now check version compatibility at the Windchill maintenance version level; not at the CPS level. Windchill Workgroup Manager is no longer installed from the Windchill server. A company now has the flexibility to have their end users at desired CPS levels and still connect to a single Windchill server.   For example, the following scenario is supported. A company has Windchill 11.0 M010 CPS05 server and user ‘A’ can connect to the Windchill server with Windchill Workgroup Manager 11.0 M010 CPS03 and user ‘B’ can connect to the same server with Windchill Workgroup Manager 11.0 M010 CPS07.   Illustrated below is the supported configuration.              
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Are you experiencing poor server performance managing Pro/E, Creo or Windchill Workgroup Manager (CAD) data in Windchill?   Are users complaining that when working with CAD data, interaction with Windchill or the Workspace is slow?   Do you wonder what you should do to setup or tune a Windchill server for interaction with clients working with CAD data?   Initial performance tuning of a Windchill server doesn't have to be overly complicated and time consuming process.  Time spent tuning the Windchill server will improve performance and ensure users have the best possible interaction with the Windchill.  Let's walk through the following:   Resources that are available to guide you during tuning Server properties and preferences to set Database tuning Other considerations   Resources Technical Support Article CS24192 [TS KP] Pro/ENGINEER Wildfire, Creo or Windchill Workgroup Manager Interaction with PDMLink - Recommended Initial Performance Server Settings contains all the suggestions we'll be walking through and more.  I'd suggest you review and bookmark it for use while tuning your server. Click Add a comment at the bottom of this blog post and I'll do my best to answer your question Ask PTC Community Perform a Technical Support Search‌ as the Knowledge base is full of useful information Open a Technical Support Case online or make a call to a Worldwide Support office   Server Properties and Preferences Some settings and preferences are general in nature while others are specific to a particular Windchill version.  Although the steps to tune a 9.1, 10.0, 10.1 and 10.2 server vary (typically more to do with older releases), I'll cover the typical steps you'll do with most installations (eg. 10.x releases).  Refer to CS24192 for full detail for each Windchill release from 9.1 to 10.2 and MOR releases in between.   Configure common Windchill properties using the Windchill Configuration Assistant (WCA) The WCA will inspect the server (identify available resources like CPUs, RAM, etc.) and suggest changes to wt.properties and other property files.  Note that WCA execution is done automatically when installing using the 10.0 and later PTC Solution Installer.  If you've upgraded/changed hardware since initial installation or it didn't run on initial installation, you'll want to run it again.  See CS40846 and CS153338‌ for additional detail.   Set optimal collection preferences for common operations via Preference Management Set defaults for operations like Add to Workspace, Check Out, Check In, Revise, Save As, etc. to collect minimal dependencies (None or Required): If users need different default values, they can make changes in personal preferences or in the Basic/Advanced collectors when performing the operation.   Create or edit the default Workspace table Views so that they display a minimal amount of information For releases prior to 10.2 M030, avoid default table displays with additional status columns (eg. Compare Status, Out of Date, etc.) as when those columns are included, the client must make additional and expensive requests to the server when refreshing the Workspace.  See CS150977 for additional information.   If Save As performance is poor, set preference save.as.trace.circular.dependents=false For some datasets, circular dependency processing when performing Save As can sometimes be an issue (take a long time).  Configure to not trace circular dependents if performance issues have been observed performing Save As.  See CS51570 and CS3348 for additional information.   Set wt.properties com.ptc.core.collectionsrv.engine.isIntralinkTracingEnabled=true if using later 10.x releases Out of the box, Windchill can in some case trace dependencies for objects not explicitly requested by the user (eg. perform full dependency tracing for drawing dependents when the drawing is included in collection via Include Drawings).  This can in some cases result in long time waiting for the server to process collection requests (eg. when performing an Add to Workspace).  Making this change will disable the additional dependency tracing and should improve performance .  See CS57721 & CS127319 for additional detail.   Consider custom values for wt.properties com.ptc.core.collectionsrv.engine.limitDependencyTracing and com.ptc.core.collectionsrv.engine.collected_result_limit if using later 10.x releases Dependency tracing for large or complex datasets can in some cases cause server performance issues.  If you observe performance issues with collection of dependents, see CS99609‌ and CS16012‌ for additional information.   Set wvs.properties publish.retrievallfiles=false, publish.retrieveallfiles.PROE=false or publish.retrieveallfiles.CATIAV5=false if publishing with filesync CAD workers The out of the box WVS dependency tracing publish.retrievallfiles=all setting is only needed for non-filesync CAD workers and can result in longer than necessary publishing times and put unnecessary load on the server and database.  If you're using filesync workers (most customers are or should be!), make this setting for improved performance.  See CS76293 and CS34783 for additional information.   Configure the webserver with a 60 second KeepAliveTimeout This setting keeps the network port between a client and server open longer than the 5 or 15 second default and allows the client to reuse an open network connection for up to 60 seconds.  As a result, response times for SSL and HTTP connections is improved.  As a side benifit, Internet Explorer doesn't work well with KeepAliveTimeout values ≠ 60.  Setting this value to 60 will reduce the number of offline client sessions as well.  See CS19706 and CS65884 for additional detail.   Review Windchill Configuration Settings Which Aid in Scaling to Production‌ and make changes to <Windchill>\db\db.properties or database settings to prevent runaway queries that can impact server performance The Methodserver and database will in most cases try to process all requests that are made regardless of whether or not the request may overload the Methodserver and database.  Making a couple changes to db.properties can improve performance as it prevents high load, long running transactions from consuming all resources.   Database Tuning The Windchill database is a primary component in any Windchill installation as requests made to the Windchill Methodserver invariably have to be processed by the database.  Having a properly sized (enough memory) and functioning database (proper database indexes) is key to good overall performance.   Create database indexes to improve database performance The database frequently is a performance bottleneck when Windchill is processing information for CAD objects.  Start with CS75632 and CS151400 for Windchill 9.1 installations and CS98135‌ for Windchill 10.0, 10.1 and 10.2 installations as they contain indexes that are known to improve database performance for not only CAD object processing but other operations.   Periodically review and monitorSite > Utilities > Server Status for high percentage of Method Context Time is spent in JDBC Calls or PTC System Monitor (PSM) to determine if a high percentage of time is reported as being spent in the database (if there is a suggestion that the database is performing poorly):   Here's an example of Server Status showing a large amount of time in JDBC (database) calls:   Here's an example of PSM showing a much smaller amount of time spent in the database for a user transaction:   Additional diagnosis, tuning and sizing of the database by all means can be done, but is outside of the scope of this blog post.  Refer to the following or collect Performance task detail from System Configuration Collector (Windchill System Configuration Collector (SCC) FAQ) along with test results and contact Technical Support if you're interested in taking a deeper look at the database: ​CS51777 - Tuning Oracle and Interpreting the Oracle Gather Info Script Output CS46060 - Where is the Oracle "gather_info_script.sql" located in Windchill CS123644 - Where to find SQLServer diagnostic script for Windchill CS139203 - SQL Statements taking too long in Oracle CS49024 - Are there some best practices around SQL server database and Windchill PDMLink ?   Other Considerations There are many other things that can be done to improve, diagnose and monitor performance.  Depending on your environment, some may have a large impact while others may not.  Take a look and let me know if you have any questions or comments:   Client tuning See the following blog post: Configuring Creo Parametric and Windchill Workgroup Manager Clients for CAD Data Management Performance   Vaulting and Replication to WAN File Servers ​Staging and maintaining File Servers can be a bit more involved from an administration perspective but for WAN users, being able to upload and download content from a local File Server is a big benefit.  See Windchill Vaulting and Replication Planning - Technical Brief for additional information.   Implement a clustered environment for high load installations Customers with many users can easily generate enough activity that a clustered Windchill environment ​​(configuring multiple machines with multiple Method servers) to service client requests is necessary.  ​See Windchill Architecture Overview for additional information.   ​​For WAN clients with high latency and low bandwidth, implement caching proxy and/or WAN accelerator Even if you have WAN File Servers that are local to WAN users, WAN clients still interact with the master Methodserver over the WAN for all information and requests other than content.  If you latency is high (eg. 250+ ms) and bandwidth low, consider implementing caching proxies and WAN accelerators to improve interaction with the Windchill server.  Refer to WAN Accelerators and Windchill Performance - Technical Brief for additional information.   Monitor and diagnose server performance with PTC System Monitor (PSM) PSM is free and powerful tool available that can be used to easily monitor activity and performance of Windchill servers.  Refer to the following for more detail: PSM resource page CS126670 - How to use the PTC System Monitor (PSM) in Workgroup Manager Transaction Performance Diagnosis   Benchmark the system before and after tuning and/or compare to PTC Performance QA results Last but not least, collecting a benchmark of system performance before and after tuning is important as it allows you to gauge the impact of your tuning activity.  Collect detail and/or test with a standard Creo dataset available from PTC and review posted results from PTC QA.  See the following for additional detail: Windchill Creo Data Management Performance Benchmark Test - Instructions Windchill Creo Data Management Performance Benchmark Test – Preliminary Dataset (82 KB) Windchill Creo Data Management Performance Benchmark Test - Data Sheet Windchill Creo Data Management Performance Benchmark Test – World Car Dataset (295 MB) If benchmark results with the Windchill Creo Data Management Performance Benchmark Test Dataset are not close to or better than PTC QA results reported in the Windchill Creo Data Management Performance Benchmark Test - Data Sheet or performance with other datasets does not meet expectations, collect Performance task detail from System Configuration Collector (Windchill System Configuration Collector (SCC) FAQ) along with test results and contact Technical Support.   That's it!  I hope you find this information interesting and of use.  As always, comments and feedback are very welcome.
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I will provide simple troubleshooting techniques that will assist you in identifying potential access related issues in your Windchill system.  Have you ever wondered: Why am I facing a NotAuthorizedException? Why are some Windchill objects not findable or accessible for me even I think I am having appropriate access permissions? Let’s get started.   Understanding Domains and Access Control   Windchill system behavior is based on a context or container model. The site context represents the system as a whole, whereas an Organization is a component of the Site and Products, Libraries, Projects and Programs are part of the Organization. Each of these contexts uses a cabinet to store data and system objects. Cabinets are associated with Windchill objects called Domain which store policies and access rules.   The chart below illustrates the default Domain Architecture; for a more detailed description please view article CS212423 in our PTC Support Knowledge Base.     Domain structuring in conjunction with inheritance enables general policies to be applied at higher domains and more specific policies to be applied at a lower level.   When debugging Access Control you not only have to consider inherited policies from higher contexts, but also keep in mind how Windchill will evaluate Security Labels, Access Permissions on Groups and individuals as well as Ad-Hoc Permissions. The following algorithm is generally applied:   Security Labels: Windchill will always check first if a user gets cleared by Security Labels System Policy Rules apply in the following order: Group Grant is overridden by Group Deny is overridden by User Grant is overridden by User Deny is overridden by Group and User Absolute Deny Ad-Hoc Rules: Ad-Hoc access can only grant permissions Ad-Hoc overrides a deny rule that is set by domain policy but not an absolute deny.   If you are interested in more details, please check in the Windchill Help Center in chapter “How ACLs work:” there you will find additional examples for a better understanding.   Debugging Access Control Issues   Now that you have a clear understanding on how Windchill calculates access permissions, I will concentrate troubleshooting ACL related issue. In Technical Support, most cases that are opened by customers fall into three categories:   Users can’t open an object or perform a specific action which results in Access Permission related error messages Users can’t find object in their Windchill System by Search or they are not visible to them Dedicated actions are not visible in the Windchill User interface for some users   We will concentrate in this post on the first category.   Troubleshooting Access Permission related error messages   Access related error messages come in many flavors. See below the most common ones that show up in the Windchill user interface or in the Method Server logs:     If you see one of these error messages, it is the time when you have to answer the question: Is this intentional or should this user have access to the object? To help you answer this question PTC provides you help with 3 tools:   Manage Security functionality in the Actions menu: Refer to Windchill Help Center chapter Manage Security for an Existing Object for additional information Policy Administrator on Site > Utilities > Policy Administrator or [Context] >Utilities > Policy Administrator: For additional information please refer to article CS26785 - How to troubleshoot the message "You do not have access to this object or it does not exist" in Windchill‌ Various Access loggers that help to understand how Windchill calculated the Access Permission and why this particular user was denied access: Technical Support prepared a set of articles that explain the various loggers available and helps to understand their results: The Hub article CS78689 - How to investigate Policy Access Control issues in Windchill CS78878 - The differences between the various Access Control related Loggers in Windchill CS78846‌ - How to interpret verbose Policy Access related log entries in Windchill   Thanks for your attention and any questions or feedback is welcome.
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Prior to Windchill 11.0: Required using the same Windchill Workgroup Manager CPS on both the server and client machines.   Windchill 11.0 M010 Onwards: You can use different CPS levels on the Windchill server and client machines within the same maintenance release. Workgroup Manager will now check version compatibility at the Windchill maintenance version level; not at the CPS level. Windchill Workgroup Manager is no longer installed from the Windchill server. A company now has the flexibility to have their end users at desired CPS levels and still connect to a single Windchill server.   For example, the following scenario is supported. A company has Windchill 11.0 M010 CPS05 server and user ‘A’ can connect to the Windchill server with Windchill Workgroup Manager 11.0 M010 CPS03 and user ‘B’ can connect to the same server with Windchill Workgroup Manager 11.0 M010 CPS07.   Illustrated below is the supported configuration.              
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This is a quick video tip demonstrating how to add the Attachment and Structure column indicators to the folder browser in Windchill 10.2. These columns are not on by default and often go unnoticed since there is such a long list of columns that can be displayed. When added, any document containing Attachments or Structure will be identified by either the Attachment or Structure icon in the respective column. The icons are links which will bring you directly to the Content tab or the Structure tab.     (view in My Videos)
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PTC is happy to announce the new HTML5 based drag-n-drop file upload utility with Windchill 10.2_M020. This new utility will replace the existing Java based drop target and give people a much simpler and more intuitive way to upload new documents and attachments. This video demonstrates how easy it is to create a single document and its associated attachments using the new drag-n-drop upload utility on MacOS with Safari.   This video does not contain audio.     Unable to play video. Please try again later. (view in My Videos)
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This is a quick video showing how easy it is to use the built in drag-n-drop features of Firefox and Chrome to upload files in Windchill. This video demonstrates how to create both a single document or mulitple documents using simple drag-n-drop operations.     (view in My Videos)
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PTC is happy to announce the new HTML5 based drag-n-drop file upload utility with Windchill 10.2_M020. This new utility will replace the existing Java based drop target and give people a much simpler and more intuitive way to upload new documents and attachments. This video demonstrates how easy it is to create a single document and its associated attachments using the new drag-n-drop upload utility.   This video does not contain audio, yet...     Unable to play video. Please try again later. (view in My Videos)
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This video highlights many of the new features and capabilities available with Windchill's Desktop Integration (DTI) and Windows Explorer. Watch the video to see all the exciting new capabilities such as simplified connection, container filtering, Windchill actions in the Right Mouse Button (RMB) context menu, detail view configuration, sorting and filtering, drag-n-drop updates, simple and indexed search and the new document comparison.   This video does not contain audio, yet...     (view in My Videos)
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This Rehosting Utility demo focuses on rehosting a CentOS based Windchill 10.1 clustered environment to another cluster. It also discusses some handy shortcuts that can be used when rehosting clusters to reduce the runtime of the utility.     (view in My Videos)
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