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Windchill Tips

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Welcome to the PLM Tips and Techniques Webcast Series!   Main Presenter:  Ryan Butcher (Technical Specialist Fellow)   Below you will find all the related webcast recordings and recommended additional learning resources.     Webcast Title Original Webcast Date Learn Online Classes/Resources Windchill PLM - All Things Search August 10, 2021 Windchill PLM - Search Topics Windchill PLM - Document Management August 24, 2021 Document Management Course Info Windchill PLM - Creo View September 7, 2021 Creo View Tutorials Windchill PLM - Design Reviews September 21, 2021 About Design Reviews BOM Redline October 5, 2021 BOM Redline Knowledge Base Windchill PLM - MPMLink October 19, 2021 eBOM to mBOM Transformation with MPMLink 11.1 Windchill PLM - Type & Attribute Manager November 2, 2021 Type & Attribute Tutorials Windchill PLM - Windchill Plans November 16, 2021 Windchill Plan Tutorials Windchill PLM - Quality Mgmt April 19, 2022 Windchill Quality Mgmt Tutorial Windchill PLM -  Save As May 18, 2022 Windchill Tutorial Windchll PLM - Data Sharing/Collaboration June 21, 2022   Windchill PLM - Managing CAD Driven BOMs July 20, 2022 Advanced BOM Management Windchill PLM - Classifications August 17, 2022  
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The Windchill Design Team is conducting a short survey to better understand the day-to-day activities within PTC Windchill.  This information will help the team clarify next steps as the Next Generation User Interface and Experience is being implemented.  This is a great place to share your thoughts on the product- what you love, your frustrations, and everything in between!    This survey will be open until July 1st.  Thank you in advance for your feedback!   Click here to complete the survey! 
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Hello Windchill Community!   I'm thrilled to let you know that Creo View 9.0 has released as of June 8 2022.     Key Highlights Creo View Client Model Annotation Comparison Improvements Windows 11 support Creo View Adapters Creo Parametric: Support for Explode Line Conversion and Display Creo Elements/Direct Modeling: Support for extended positioning assembly publishing Windows 11 and Windows Server 2022 Support Microsoft Office 2021 Support Support for Creo Parametric 9.0 & Creo Elements/Direct 20.5 Third Party CAD Support Updates Creo View Toolkits ThingWorx Extension is packaged with WebGL Toolkit   See the   Creo View 9.0 What’s New   for the complete list of feature updates   Support Matrices Creo View 9.0 Client & Toolkit Support Matrices Creo View Adapters 9.0 Support Matrices Creo View Future Support Summary   Documentation Creo View 9.0 Important Information Fixes included in Creo View 9.0 Client and Adapters Creo View 9.0 HelpCenter   Download Creo View  Ptc.com Product downloads   ->  Creo 9.0 Creo View Adapters   Ptc.com Product downloads    ->  Creo 9.0
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Applicable Release:  Windchill release 10.0+   Description: In this video, we will be enabling server side DEBUG Logs by adding additional properties to log4jMethodServer.properties file.              log4j.logger.com.ptc.windchill.uwgm=DEBUG log4j.logger.wt.method.server.timing=INFO log4j.logger.wt.adapter.verbose=INFO
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Applicable Release:  Windchill release 10.0+   Description: In this video, we will learn setting server side DEBUG Log levels using Windchill shell
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  Applicable Release:  Windchill release 10.0+   Description: In this video, we will be enabling server side DEBUG Logs using Windchill Monitoring Tools.
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Applicable Release:  WWGM 11.0 and above   Description: In this video, we will learn how to setup and collect DEBUG logs for Windchill Workgroup Manager interactions using WWGM Logger Utility.
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We  are excited to be working closely with our PTC Gold Partner, Anark, on Supplier Collaboration.  Anark, whose Core software allows   PTC customers to transform their engineering design, manufacturing, and maintenance information into advanced technical content and digital workflows, has posted a number of useful blogs on supply chain collaboration and cybersecurity.        In 'Supply Chain Collaboration: Top Five Strategies', Anark CEO Scott Williams challenges readers to stop doing the same things with supply chain collaboration and become more agile and responsive -  but how, with so many suppliers in the value chain?   To learn how, read 'Supply Chain Collaboration: Top Five Strategies'.
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The Registration Link is live:  https://www.ptc.com/en/resources/plm/webcast/tech-tips-navigate-9   Learn more about this webcast on November 19th at 10 am EST:   What if manufacturing had all the right data at the right time? With increased visibility through ThingWorx Navigate, engineering and manufacturing can work concurrently and close the gap, helping customers get to market faster.   Increasing visibility to enterprise data helps save time, reduce costs, and improves quality.  In this session, you will hear about enterprise collaboration & how Navigate’s product strategy is value driven.    In our next Tech Tips webcast,   "Enterprise Collaboration with Thingworx Navigate,"  we will walk you through the power of reusable components - released in Navigate 9.0 - via a production planner persona demo.  We will also deep dive into the new capabilities included in the upcoming 9.1 release.      Explore the value Navigate can bring to your implementation to drive your Digital Transformation! Share this with your colleagues!    
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Windchill PLM Tech Tips Webcasts are back!  Started back in 2018 as a series of webcasts set to deliver product tips, they are scheduled to launch in November 2020.     These technical webcasts are intended to deep dive, give you more product info and additional details so you’ll gain the most value from your PLM software.     Two of our upcoming webcasts are:   Enterprise Collaboration with Thingworx Navigate: Thursday, November 19th @ 10am EST Creo View 7.0 (And Beyond): Thursday, December 3rd @ 10am EST Event registration details to follow!   Check out two of our Tech Tips Replays from March and July 2020: Configuration Driven Visualization and Intro to Windchill Rest Services
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Our own GM,   Kevin O’Brien , will be one of the sponsored speakers for this upcoming virtual Product Innovation (PI) Digital Transformation (Dx) event, which spans such themes as Digital Product Design and Development, PLM, Digital Manufacturing, Data Integration, and more.     To learn more about PI DX and to review their agenda,  visit https://events.pi.tv/2020/dx/agenda
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We are bringing the Liveworx UX Lab to you this year! Contribute to the design and development of PTC’s PLM products from the comfort of your home.   Participate in online 1:1 session with PTC Researchers and Designers to take our prototypes & conceptual designs for a spin, share your expertise to directly impact the experience of our future products.   For all Liveworx 2020 UX Lab sessions, click here   PLM session links: WINDCHILL: Actions Menu WINDCHILL: Dynamic Positioning and Visualization using Virtual Product Architecture WINDCHILL: MPMLink BOM Reconciliation NAVIGATE: Create Problem Report WINDCHILL: Change Redline WINDCHILL: RV&S 12.4 (formally Integrity Lifecycle Manager) WINDCHILL: Modeler 9.3 (formerly Integrity Modeler) CREO & WINDCHILL: Windchill Replace Assembly Action in Creo
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  The /Windchill/tmp/wrmfTransport directory get deleted randomly. Tried to exclude that folder from antivirus analysis but in vain. Can someone help on this please?    
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LiveWorx and PTC/User are now offering an entire day focused on Creo and Windchill content with the addition of CAD & PLM Technical Day on Monday, June 10. This is an additional 25 breakout sessions with all of the Creo and Windchill tips, tricks and insights necessary to get the most out of your PTC Products. Here’s what you need to know:   You can take a look at what to expect for sessions here CAD & PLM Technical Day is included with your purchase of an All Access or DeluX Pass Explorer Pass holders can add it on for an additional cost of $250 until March 27 and $350 through June 13 If you are already registered it is not too late to add this to your registration: Log In to your account Enter username and password Select “Registration” Scroll down and click “Purchase Additional Event Offerings” and add the CAD & PLM Technical Day to your account   Seats are filling fast for this dedicated content, don’t miss out on learning from some of our Creo and Windchill super users (and fellow Community members) on best practices and how other organizations are utilizing these solutions.   Please email concierge@liveworx.com if you have any questions.      
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Example of using Part Compare with and showing how Show Only Differences works   (view in My Videos)
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Good day Everyone, I have added content from the event in Stuttgart - PTC Forum Europe 2016 In addition to the presentations, you may also watch keynotes and session recordings from your computer. I hope you find the content valuable. Best, Toby
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  Have you had a chance to learn about PTC Navigate yet? Did you know that PTC Navigate provides universal data access? Any stakeholder in the product’s lifecycle can access the latest, most accurate product information to drive better product decisions – with a user experience that is as simple and straightforward as the average smartphone app.   Join us on Tuesday, October 25th, at 1:00pm EST for the live webcast, “PTC Navigate: Easy Access to Enterprise Product Data”, to see a demonstration of how intuitive and easy to use PTC Navigate role-based apps are to: View documents. View drawings. View requirements. View part properties. View parts lists. View part structures. View design files. View and measure in 3D.   Don’t miss this opportunity for a live Q&A with PTC Experts, Chris Bergquist, Senior Solutions Director, PLM, and Steve Partridge, Director Solutions Management. REGISTER NOW   Are you already a customer using Windchill 10.2 or higher ? If so, you can take advantage of PTC Navigate apps immediately. There's no need to upgrade your existing Windchill deployment. Dramatically expand the value of PLM information across the roles in your company TODAY! Contact us to learn more
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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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