Windchill Tips

I don't know if this is the right way, but since this group is growing, maybe we could work on this document to insert useful resource for reporting. I leave the document open, so everyone can add other useful things. Maybe you can vote up also these three ideas: Possibility to load SQL statements in Query Builder Report in Windchill PDMLink Report: PTC have to share what TS do about it with their customer Set the query limit only for Reports in Windchill PDMLink As you can read on this discussion, Albert Anderson gave us a link about Windchill UML Model Documentation - English Another useful document about query builder from Albert Anderson Query Builder for Live Project Status Reports (NPI, Large Engineering Change, etc.) Another article about UML from TS https://support.ptc.com/appserver/cs/view/case_solution.jsp?n=CS188216&lang=en&source=community I think it could be helpful also to catalogue report for argument, when it comes from other discussion, having a single source. In bold macro argument, below title of report (in parenthesis owner of the report) and then link to download report or to TS article. At the end of this document you can download a presentation (from Rebecca French of PTC Global Services) It's very very old (Windchill 6.2), but it could be still useful for people who wants to take the first steps in the world of reporting. Another document attached at the end, from Dax Williams (at PTC/User), is about creating a Windchill report interface in Excel. TIPS and TRICKS Documentation about relations in Query Builder in Windchill PDMLink https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS53948 Understanding database table relationships in Windchill to generate queries or build Windchill Reports https://support.ptc.com/appserver/cs/view/solution.jsp?n=CS51689 How to expose Query Builder report at context level in Windchill PDMLink https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS42087 Automatic report creation (Mike Lockwood from PTC/User) http://portal.ptcuser.org/p/fo/do/download=1&fid=16373 PTC Community Document: Automatic report creation Below returns latest Iteration of each Revision (Mike Lockwood from PTC/User) http://portal.ptcuser.org/p/fo/do/download=1&fid=11386 PTC Community Document: query builder Latest Revision Explanation of tables that store build information between CAD Documents and Parts and the different "BuildType" values in Windchill PDMLink 10.1 (PTC TS) https://support.ptc.com/appserver/cs/view/case_solution.jsp?n=CS125790&lang=en&source=community How to create a query builder report that accepts multiple inputs (PTC TS) https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS190138 How to enter multiple values when generating a Query builder report in Windchill PDMLink (PTC TS) https://support.ptc.com/appserver/cs/view/case_solution.jsp?n=CS162759&lang=en&source=community How to get query builder report into Cognos, create report and push it back to Windchill PDMLink 10.1 (PTC TS) https://support.ptc.com/appserver/cs/view/case_solution.jsp?n=CS148905&lang=en&source=community How to have Info*Engine query results be returned in a CSV file (PTC TS) https://support.ptc.com/appserver/cs/view/case_solution.jsp?n=CS187236&lang=en&source=community How to hide the "Saved Reports" for particular user (PTC TS) https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS190136 How to load .QML reports into Windchill PDMLink 10.0 (PTC TS) https://support.ptc.com/appserver/cs/view/case_solution.jsp?n=CS113617&lang=en&source=community How to load a Query Builder report exported as QML from the command line (PTC TS) https://support.ptc.com/appserver/cs/view/case_solution.jsp?n=CS187335&lang=en&source=community How to make reports available to users in Windchill PDMLink 10 (PTC TS) https://support.ptc.com/appserver/cs/view/case_solution.jsp?n=CS182027&lang=en&source=community How to run Query Builder report from Microsoft Excel in Windchill PDMLink (PTC TS) https://support.ptc.com/appserver/cs/view/case_solution.jsp?n=CS162869&lang=en&source=community How to use the Custom Input Page for a QueryBuilder Report in Windchill PDMLink 10.1 (PTC TS) https://support.ptc.com/appserver/cs/view/case_solution.jsp?n=CS130739&lang=en&source=community How to understand Change Management objects and their relations in Windchill PDMLink (PTC TS) https://support.ptc.com/appserver/cs/view/case_solution.jsp?n=CS63595&lang=en&source=community How to use different date ranges as criteria in a Query Builder report in report manager (PTC TS) https://support.ptc.com/appserver/cs/view/case_solution.jsp?n=CS153996&lang=en&source=community Improve Process Efficiency with Windchill Business Reporting (Vishal Arora from PTC/User) http://portal.ptcuser.org/p/do/sd/sid=727&fid=748&req=direct PTC Community Document: Improve Process Effiiciency with Windchill Business Reporting List of "types" that one can select for building query builder reports (Mike Lockwood from PTC/User) http://portal.ptcuser.org/p/fo/do/download=1&fid=10071 PTC Community Document: Types available in query builder Multi-valued attributes display multiple times within a Query Builder report https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS53268 Overview of link objects in Windchill (PTC TS) https://support.ptc.com/appserver/cs/view/case_solution.jsp?n=CS131357&lang=en&source=community Possibility to make reports in the query builder default to search in the current container https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS96881 Query Builder Report displays duplicate entries (PTC TS) https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS146646 Query Builder Report returns duplicate results when "Distinct" option is selected in the "SELECT Tree" (PTC TS) https://support.ptc.com/appserver/cs/view/case_solution.jsp?n=CS201994&lang=en&source=community Query Builder Report shows duplicated row for the same Part in Windchill PDMLink (PTC TS) https://support.ptc.com/appserver/cs/view/case_solution.jsp?n=CS202500&lang=en&source=community Query Builder Report Weirdness (From PTC/User) http://portal.ptcuser.org/p/fo/st/topic=16&post=121477#p121477 PTC Community Document: Query Builder Report Weirdness Query builder report to fetch all the values of the multivalued attribute in single row (PTC TS) https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS210938 Search on Windchill Report Builder are case sensitive though the Select criteria is "like" https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS168769 Where is the documentation for how to add Business Reporting to an existing Windchill installation? https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS115821 Windchill Business Reporting (Avinash Kor from PTC/User) http://portal.ptcuser.org/p/fo/do/download=1&fid=9354 PTC Community Document: Windchill Business Reporting (Edited) Windchill Database Relationships - CAD Document Parameters (Tom Uminn) Windchill Database Relationships - CAD Document Parameters How to create bar chart report with number of records created in each month https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS223720 Use of Options in the Select Tab of Report Manager https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS35281 Information regarding how to use the Query Builder functions https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS83196 How can a report be run on a schedule and emailed to a user in Windchill PDMLink? https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS140996 Query builder report to display "Comments" column of Object https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS157262 How to allow users to see all part numbers even though they do not have access to all parts? https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS223072 How to add Info (Details Page) button and email links in query builder reports https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS227239 Query Builder Criteria Logic for getting last month https://www.ptcusercommunity.com/thread/130187?sr=stream&ru=357802 Query builder decode function Query builder decode function Using Java interfaces in QueryBuilder reports https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS33057 How to retrieve the Date with no Hours:Minutes:Seconds in Query builder report using the function https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS139088 Using Java Methods in Query Builder https://support.ptc.com/appserver/cs/view/solution.jsp?n=CS114482 How to limit Access to Report Template https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS71222 How to specify the output format of a QML report https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS131663 How to find the new name of an object when only the old name is known? https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS239797 How to retrieve attribute and its value on an object using Report Management https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS115300 What tables are global attribute definitions and values stored https://support.ptc.com/appserver/cs/view/solution.jsp?n=CS53787 How to generate IQY query for Report Manager reports https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS47169 Database tables references for Security Audit Reporting https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS31046 How to use Concatenate function in Criteria section of Report https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS241697 In Query Builder Report how to group the results https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS162153 How to make Report Template available for use with Advanced Search in Windchill 11 https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS245106 How to make a Query Builder report to fetch all the related documents for a specific BOM https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS245097 How to write a report that shows the association type between CAD Document and WTPart https://support.ptc.com/appserver/cs/view/solution.jsp?n=CS17200 What are the steps to restrict visibility of Reports available on Saved Reports table for Users or Groups https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS244932 How to add a hyperlink to an object's Details page in Report Manager in Windchill PDMLink https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS82387 How to use QML reports upgraded from Windchill PDMLink 9.1 with Legacy Mode in Windchill PDMLink 11 https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS246736 How to get the Checked out date of a CAD Document in a Report in Windchill https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS246873 What is the relationship between WTUser, remoteobjectinfo and remoteobjectid tables in Windchill PDMLink database https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS94037 Restrict Access by Roles to Query Builder Reports https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS249618 How to ensure Report Templates and Reports are available for use in Advanced Search in Windchill PDMLink 11.0 https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS245106 ADMINISTRATIVE REPORT (User/Roles/Group/ACL's/Generic Report for different object) Access Policy Rules by Context (Dax Williams from PTC/User) http://portal.ptcuser.org/p/fo/do/download=1&fid=2675 Display the roles of a user (Mike Lockwood) https://www.ptcusercommunity.com/servlet/JiveServlet/download/2034-35310-165974-28509/ContextTeams-Products.qml.zip https://www.ptcusercommunity.com/servlet/JiveServlet/download/2034-35310-165974-28510/User+Accounts.qml.zip Extract policy rules (Mike Lockwood) https://www.ptcusercommunity.com/servlet/JiveServlet/download/2034-55886-251502-70950/ACLs+-+alternate+approach.qml.zip https://www.ptcusercommunity.com/servlet/JiveServlet/download/2034-55886-251502-70951/ACLs.xml Explanation of tables that store build information between CAD Documents and Parts and the different "BuildType" values (PTC TS) https://support.ptc.com/appserver/cs/view/case_solution.jsp?n=CS125790&lang=en&source=community Find rename objects (Lori Lee Sood) https://www.ptcusercommunity.com/servlet/JiveServlet/download/2034-50412-221716-56907/FindRenamedObjects.qml.zip Global Attribute Enumeration https://www.ptcusercommunity.com/thread/119387?sr=stream&ru=281467 How to create a report that counts WTParts in a specific context with Query Builder in Windchill 10 (PTC TS) https://support.ptc.com/appserver/cs/view/case_solution.jsp?n=CS111896&lang=en&source=community How to create query builder report of the empty folders in Windchill PDMLink (PTC TS) https://support.ptc.com/appserver/cs/view/case_solution.jsp?n=CS186510&lang=en&source=community How to export all ACL's related to a specific user https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS123564 Last Login by user (Mike Lockwood) User Account - Last Login Report QML List of users (Mike Lockwood from PTC/User) http://portal.ptcuser.org/p/fo/do/download=1&fid=18287 OIR's (Mike Lockwood) https://www.ptcusercommunity.com/servlet/JiveServlet/download/2034-55759-250741-70657/OIRs.qml.zip Policy rules (Darren Storey) http://portal.ptcuser.org/p/fo/do/download=1&fid=23549 https://www.ptc.com/appserver/cs/view/solution.jsp?n=CS116472&posno=9&q=export%20ACL&nav=ptcproductgroupshttps://www.ptcusercommunity.com/servlet/JiveServlet/download/6144-2-69351/ACL+compare2.qml.zip https://www.ptcusercommunity.com/servlet/JiveServlet/download/6144-2-69351/ACL+compare2.qml.zip Policy rules (same format as displayed by Policy Administration applet) http://communities.ptc.com/docs/DOC-6567 Query Builder Report listing all the Teams of which a specified Group is a Member in Windchill PDMLink and Windchill ProjectLink (PTC TS) https://support.ptc.com/appserver/cs/view/case_solution.jsp?n=CS201550&lang=en&source=community Query Builder Report to fetch the reassigned task's Status Description for Project Activity (PTC TS) https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS204338 Query builder report to fetch product, role and user from role https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS189509 Query builder report to fetch "last logged in" of users https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS220318 Query Builder Report to list all objects shared between projects https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS209852 Query Builder report to show folders with associated domains https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS44018 Report with a list of Products having a specific role (Mike Lockwood) https://www.ptcusercommunity.com/servlet/JiveServlet/download/2034-56841-256758-72950/Context+Teams.qml.zip Reporting - Groups and Users (Shreyas Atre from PTC/User) RE: Reporting - Groups and Users Types and mapped attributes (Mike Lockwood) https://www.ptcusercommunity.com/servlet/JiveServlet/download/2034-55554-249262-69944/Types+and+mapped+attributes.qml.zi… User login date (Dax Williams from PTC/User) http://portal.ptcuser.org/p/fo/do/download=1&fid=15121 http://portal.ptcuser.org/p/fo/do/download=1&fid=15122 Product Team Listing (Steven Rector from PTC/User) http://portal.ptcuser.org/p/fo/do/download=1&fid=27557 How to generate a Query builder report to display Maturity History of the object https://support.ptc.com/appserver/cs/view/solution.jsp?n=CS28221 How to get "Download" event information in Security Audit Reporting https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS135740 Query Builder report to fetch latest version of WTDocument,EPMDocument and WTPart in Library Context for particular state https://support.ptc.com/appserver/cs/view/solution.jsp?n=CS142076 QML Report to list all the Users in Organization https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS198022 How to list Classification Nodes and their related attributes https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS220979 QML report to retrieve the Distinguished Name of all Users https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS221494 Query builder report for listing prohibit publishing objects https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS226376 Is there a way to Search Check in comments for CAD or Documents https://www.ptcusercommunity.com/thread/130236?sr=stream&ru=364762 QML report to fetch all the objects that were renamed/renumbered in Windchill PDMLink (PTC TS) https://support.ptc.com/appserver/cs/view/case_solution.jsp?n=CS180898&lang=en&source=community Link to report from Dax Williams taken from other documents in the community Action Item with Workflow Process https://www.ptcusercommunity.com/servlet/JiveServlet/download/8681-1-111660/ACTION%20ITEM_Action%20Item%20with%20Workflow%20Process.qml.zip Attribute Ids by Name https://www.ptcusercommunity.com/servlet/JiveServlet/download/8681-1-111682/ADMINISTRATIVE_Attribute%20Ids%20by%20Name.qml.zip Attribute Info https://www.ptcusercommunity.com/servlet/JiveServlet/download/8681-1-111683/ADMINISTRATIVE_Attribute%20Info.qml.zip Document Template Info https://www.ptcusercommunity.com/servlet/JiveServlet/download/8681-1-111686/ADMINISTRATIVE_Document%20Template%20Info.qml.zip User Login Audit https://www.ptcusercommunity.com/servlet/JiveServlet/download/8686-1-111789/ADMINISTRATIVE_User%20Login%20Audit.qml.zip User Login Totals https://www.ptcusercommunity.com/servlet/JiveServlet/download/8686-1-111788/ADMINISTRATIVE_User%20Login%20Totals.qml.zip User Specified Preferences https://www.ptcusercommunity.com/servlet/JiveServlet/download/8681-1-111696/ADMINISTRATIVE_User%20Specified%20Preferences.qml.zip Preferences https://www.ptcusercommunity.com/servlet/JiveServlet/download/8681-1-111680/ADMINISTRATIVE_9.1%20Preferences.qml.zip Quantity of Measure https://www.ptcusercommunity.com/servlet/JiveServlet/download/8681-1-111692/ADMINISTRATIVE_Quantity%20of%20Measure.qml.zip Report Manager Report List https://www.ptcusercommunity.com/servlet/JiveServlet/download/8681-1-111693/ADMINISTRATIVE_Report%20Manager%20Report%20List.qml.zip Team Template Info https://www.ptcusercommunity.com/servlet/JiveServlet/download/8681-1-111694/ADMINISTRATIVE_Team%20Template%20Info.qml.zip Part Version Scheme https://www.ptcusercommunity.com/servlet/JiveServlet/download/8682-1-111704/AUDIT_Part%20Version%20Scheme.qml.zip Lifecycle Template Info https://www.ptcusercommunity.com/servlet/JiveServlet/download/8681-1-111688/ADMINISTRATIVE_Lifecycle%20Template%20Info.qml.zip Library_Product_Project Templates https://www.ptcusercommunity.com/servlet/JiveServlet/download/8681-1-111687/ADMINISTRATIVE_Library_Product_Project%20Templates.qml.zip Total EPMDocuments and File Size by Context https://www.ptcusercommunity.com/servlet/JiveServlet/download/8686-1-111791/ADMINISTRATIVE_Total%20EPMDocuments%20and%20File%20Size%20by%20Context.qml.zip WTDocuments with File Size https://www.ptcusercommunity.com/servlet/JiveServlet/download/8686-1-111787/ADMINISTRATIVE_WTDocuments%20with%20File%20Size.qml.zip How to display all WTParts with Successful ESI Distribution Target using a report https://support.ptc.com/appserver/cs/view/solution.jsp?n=CS58679 Query builder report to fetch number of object in each Context https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS149816 Query builder report to retrieve the Team, Roles and Users associated to Variances https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS229148 QML report to generate Access Control Lists applied in a specific context https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS146799 How to get the Name and Context from any object based on the file vault file name https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS229938 How to prepare Query Builder report to generate the Product/Project/Library team members https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS28414 QML Report to generate Access Control Lists applied in a specific context https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS146799 Gather a report from WVS job monitor https://www.ptcusercommunity.com/ideas/6338 Query builder report to list all active users https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS209700 How to generate a report listing the projects and tasks where a resource is used https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS98782 QML which gives list of activities (like checkin, checkout etc) performed through both std browser https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS151749 Query Builder Report listing additional information not contained in a security audit report https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS234696 How to get the Name and Context from any object based on the file vault file name https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS229938 How to determine the number of WtPart in the Commonspace in Windchill https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS235473 QML report showing 'No Content association between the Drawing and WTPart' https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS227183 How to identify users listed in the Usage and License Reporting https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS107490 Family tables with instances not at same revision as generic https://www.ptcusercommunity.com/thread/136958?sr=stream&ru=288561 Querybuilder report to display access available to users https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS162218 Report showing the OID for products, library and project https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS237841 Query builder report to fetch Distinguished Name of the user and user name https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS244704 Query Builder report to display WTParts having representations https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS247241 Query builder report to fetch Choices and their associated WTPart in Windchill PDMLink https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS247434 How to get a report of all Required attributes of a Classification Structure in Windchill PartsLink 11.0 https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS247059 How to build a report to list all customer specific preferences in Windchill https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS249136 How to create a report listing the resource allocation over multiple Projects in Windchill ProjectLink https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS249153 How to determine if an attribute type defined in Windchill is used anywhere in Windchill PDMLink https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS175010 How to generate query builder report which displays user with associated subscriptions https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS23188 CHANGE MANAGEMENT (ECR, ECN, PR, ...) Change request that has no associated change notice (Lori Lee Sood) https://www.ptcusercommunity.com/servlet/JiveServlet/download/2034-50352-221824-56945/CRwithoutCN.qml.zip Change Request Workflow Tasks (Lewis Lawrence from PTC/User) http://portal.ptcuser.org/p/fo/do/download=1&fid=6456 Change Record Status - Open (Steven Rector from PTC/User) http://portal.ptcuser.org/p/fo/do/download=1&fid=27558 Change Notice Report detailing Name, Description, Current Assignee, Total Days Open, Days for Current Task and Due Date (Don Senchuk) Change Notice Report.qml Change Activity Report detailing Name, Description, Current Assignee, Total Days Open (for parent CN), Days for Current Task, Need Date (Don Senchuk) Change Task Report.qml ECN and the count of WTParts for that ECN (Dax Williams from PTC/User) http://portal.ptcuser.org/p/fo/do/download=1&fid=751 How to generate QML report for the ECN created in a 30 days using Query Builder (PTC TS) https://support.ptc.com/appserver/cs/view/case_solution.jsp?n=CS198747&lang=en&source=community How to generate a report listing Change Notice task Comments in Windchill PDMLink (PTC TS) https://support.ptc.com/appserver/cs/view/case_solution.jsp?n=CS167392&lang=en&source=community How to get "Promoted on" attribute into a Change Notice report https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS115668 https://www.ptcusercommunity.com/servlet/JiveServlet/download/423256-105730/ProblemReportComments.qml.zip QML attached - outstanding change work items with related change objects (Darren Storey from PTC/User) http://portal.ptcuser.org/p/fo/do/download=1&fid=24907 http://portal.ptcuser.org/x/fo/st/imagelb?fid=24908&topic=16 Query Builder report to get Affected End Item Parts added to Change Requests Affected End Item table (PTC TS) https://support.ptc.com/appserver/cs/view/case_solution.jsp?n=CS149307&lang=en&source=community Query builder report of all the assignees of Change Notice/Change Activity in Windchill (PTC TS) https://support.ptc.com/appserver/cs/view/case_solution.jsp?n=CS179409&lang=en&source=community Query Builder report for counting the Affected Objects in a Problem Report https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS213950 QML (total of 6) for getting affected and resulting object of CN (Shreyas Atre from PTC/User) http://portal.ptcuser.org/p/fo/do/download=1&fid=21282 Report to return the objects in a Change Request (Shreyas Atre from PTC/User) http://portal.ptcuser.org/p/fo/do/download=1&fid=20585 Released Part Version (Revisions) Linked to Changes (Lewis Lawrence from PTC/User) http://portal.ptcuser.org/p/fo/do/download=1&fid=6504 How to add custom attributes to Change Notice Log report and Change Request Log report (PTC TS) https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS219369 Strictly speaking not a Query builder report, but rather a customization of the OOTB info*engine based report. Nevertheless I thought it was useful to add it here. How to create a visual monitor report that shows open, in progress and complete Change Requests https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS224065 Query builder report to fetch problem report with associated part https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS226330 Change object Date Completed https://www.ptcusercommunity.com/thread/129761?sr=stream&ru=5134 QML report to fetch all Change Notice and their associated Team template https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS228394 How to generate a report listing Change Request and the affected objects? https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS52010 Query builder report to list Change notice with no affected objects https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS229390 Change Notice, Change Task, Votes, Assignee, Due Date, Completed Date, Last Modified Date https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS48714 What is the relationship between Change and Changeable Object https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS106301 QML report to retrieve ECNs and their related EPMDocuments https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS239710 Change Requests and their connected Problem Reports https://www.ptcusercommunity.com/thread/43627?sr=stream&ru=35352 How to get a list of all the ECNs in the Application for a particuar Need Date https://www.ptcusercommunity.com/thread/133770?sr=stream&ru=36103 Query builder report (QML) to fetch problem report with part https://support.ptc.com/appserver/cs/view/solution.jsp?source=subscription&n=CS226330 Report listing all Change Requests without an associated Change Notice https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS144673 Is it possible to link Problem Report and Nonconformance in Windchill PDMLink https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS249232 Report listing Change Request and the affected objects https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS52010 EPMDoc REPORT All Checked Out CAD Docs with Workspace and User (Mike Lockwood) https://www.ptcusercommunity.com/servlet/JiveServlet/download/2034-56287-253837-71801/Checked+Out+CAD+Docs+with+Workspac… Checked out CAD Documents (Christophe Laudou from PTC/User) http://portal.ptcuser.org/p/fo/do/download=1&fid=3474 EPM Document and the Life Cycle Template the EPM Document is using (Shreyas Atre) https://www.ptcusercommunity.com/servlet/JiveServlet/download/2034-52705-233403-62298/LCTEmplate.qml.zip https://www.ptcusercommunity.com/servlet/JiveServlet/download/2034-52705-233403-62297/LC+Join.png EPMDoc that have been modified in a given period (Darren Storey from PTC/User) http://portal.ptcuser.org/p/fo/do/download=1&fid=19547 EPMDocument Markup and Annotation Report by CAD Object and/or User (Dax Williams) https://www.ptcusercommunity.com/docs/DOC-7581 Getting the related Promotion Requests of a Drawing (Mike Lockwood) https://www.ptcusercommunity.com/servlet/JiveServlet/download/2034-56288-253820-71793/CAD+Doc+-+related+Promotion+Reques… Link between EPMDocuments and WTParts (Tristan Owen) https://www.ptcusercommunity.com/servlet/JiveServlet/download/2034-52705-250976-70777/EPMandWTPart.qml.zip Link between EPM and Life Cycle template (Shreyas Atre from PTC/User) http://portal.ptcuser.org/p/fo/do/download=1&fid=23403 http://portal.ptcuser.org/x/fo/st/imagelb?fid=23404&topic=16 How to create a Query Builder (QML) report which will list the instances associated with Generics of Family Tables (PTC TS) https://support.ptc.com/appserver/cs/view/case_solution.jsp?n=CS29111&lang=en&source=community Numbers of CAD documents (*.asm, *.prt) and their drawings (*.drw) [Tristan Owen] https://www.ptcusercommunity.com/servlet/JiveServlet/download/2034-39509-197193-47739/EPM_DrawingReference.qml.zip Query to get downstream MPMLink parts from Design view WTParts (Mike Lockwood from PTC/User) http://portal.ptcuser.org/p/fo/do/download=1&fid=14664 QML report showing ‘EPMDocument associated with the WTPart’ in Windchill PDMLink (PTC TS) https://support.ptc.com/appserver/cs/view/case_solution.jsp?n=CS23768&lang=en&source=community Query Builder report that lists the size of CAD Documents and their location in Windchill PDMLink (PTC TS) https://support.ptc.com/appserver/cs/view/case_solution.jsp?n=CS42155&lang=en&source=community Query Builder: Soft Type attributes for EPMDoc (NacNac Mott from PTC/User) http://portal.ptcuser.org/p/fo/do/download=1&fid=18529 http://portal.ptcuser.org/p/fo/do/download=1&fid=18530 Query Builder report to fetch checked out objects in user's workspace https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS134496 Query builder report to fetch the EPMDocuments having annotation https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS210700 QML report showing ‘EPMDocument associated with the WTPart’ for Content association (PTC TS) https://support.ptc.com/appserver/cs/view/case_solution.jsp?n=CS23768&lang=en&source=community QML to find workspaces and CAD Doc's in them (Mike Lockwood) QML to find workspaces and CAD Doc's in them Report from WTPart to EPMDocument including the family table values (Mike Lockwood from PTC/User) http://portal.ptcuser.org/p/fo/do/download=1&fid=14665 Where Used (Latest Version of Objects) (Marc DeBower) Where Used (Latest Version of Objects) Workspace creation, last modified, etc. (Mike Lockwood) https://www.ptcusercommunity.com/servlet/JiveServlet/download/2034-56658-256774-72916/Workspace+attributes.qml.zip WTPart Object ID based on the EPM Document Object ID, Version and Iteration (Tristan Owen) https://www.ptcusercommunity.com/servlet/JiveServlet/download/2034-52705-251287-70853/EPMandWTPart_IDandVersionLink.qml.… WTParts with Associated Described By Documents (Mike Lockwood from PTC/User) http://portal.ptcuser.org/p/fo/do/download=1&fid=14654 Query Builder report to list all the Publish EPMDocument in Windchill PDMLink (PTC TS) https://support.ptc.com/appserver/cs/view/case_solution.jsp?n=CS191374&lang=en&source=community How to get a list of all family table instances with a status of "Unverified" or "Unknown" https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS40247 Query Builder Report to fetch the universally uploaded object https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS227691 How to build a report for latest version of EPMDocuments https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS33305 How to add Promoted By and Promoted On in advanced search criteria https://support.ptc.com/appserver/cs/view/solution.jsp?n=CS55947 Anyone have a way to find nested family tables? https://www.ptcusercommunity.com/thread/134675?sr=inbox&ru=369970 Query Builder Report which lists the user and workspace names for checked out versions of CAD Document https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS232560 How to get the latest EPM DOCrevision using Report Manager https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS184264 Family Table Report with Related WTParts https://www.ptcusercommunity.com/docs/DOC-8798?sr=stream&ru=3370 Report to list all drawings without primary content for CAD document https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS237391 How to create a query builder Report that shows Revision History of Drawings which is a soft type of EPM Document https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS236226 Report to fetch all EPM Documents having copied from representation https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS223584 Report to generate all EPMDocument with all iteration of Lifecycle Template https://support.ptc.com/appserver/cs/view/solution.jsp?n=CS143164 Find all EPM Documents without Visualisation https://www.ptcusercommunity.com/thread/127349?sr=stream&ru=6342 How to get the Checked out date of a CAD Document in a Report https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS246873 How to build a report of objects added to workspaces https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS202379 All EPMdocuments with secondary attachments https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS249915 Query Builder report [QML] to list all Workspaces https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS250740 PROMOTION and WORKFLOW All the outstanding workflow work items for the current user (Darren Storey from PTC/User) http://portal.ptcuser.org/p/fo/do/download=1&fid=24898 All the workflow tasks assigned to a user in Windchill PDMLink (Binesh Kumar) https://www.ptcusercommunity.com/servlet/JiveServlet/download/419101-104206/%20Assigned%20Tasks%20By%20User%20Name.qml.z… All info of interest for all Workflow Activities from a give workflow template (Mike Lockwood from PTC/User) http://portal.ptcuser.org/p/fo/do/download=1&fid=15994 Date of PR changing states (Lori Lee Sood) https://www.ptcusercommunity.com/servlet/JiveServlet/download/2034-49787-219926-56116/PR_States.qml.zip How to generate QML report for the Tasks past deadline using Query Builder in Windchill PDMLink 10.2 (PTC TS) https://support.ptc.com/appserver/cs/view/case_solution.jsp?n=CS180709&lang=en&source=community How to generate a report with events from workflow tasks in Windchill PDMLink (PTC TS) https://support.ptc.com/appserver/cs/view/case_solution.jsp?n=CS32218&lang=en&source=community How to get an assigne name (in a role) from a workflow (Community) https://www.ptcusercommunity.com/message/426199?et=watches.email.thread#426199 In which database tables are stored the workflow execution objects? https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS214035 QML report returning runtime routing list for Setup Participants from a workflow https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS210243 Query Builder report to fetch reassign information of a promotion request (PTC TS) https://support.ptc.com/appserver/cs/view/case_solution.jsp?n=CS162802&lang=en&source=community Report to find out values of Promotion Preferences https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS215586 Report to list workflow tasks assigned to disconnected users in Windchill (PTC TS) https://support.ptc.com/appserver/cs/view/solution.jsp?n=CS178728 Windchill Data Model for Workflow related objects in Windchill PDMLink (PTC TS) https://support.ptc.com/appserver/cs/view/case_solution.jsp?n=CS153902&lang=en&source=community Query Builder Lifecycle History Example https://www.ptcusercommunity.com/docs/DOC-8716 Report showing date of last promotion https://www.ptcusercommunity.com/thread/135310?sr=stream&ru=263245 How to generate Query Builder report to display "Promoted on" attribute from the Maturity History table of an object https://support.ptc.com/appserver/cs/view/solution.jsp?n=CS11566 How to retrieve records for delegation/reassignment https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS39534 Query builder report to fetch the Open Task assigned to User in a Product https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS246581 WTDOCUMENTS How to link betweeen a WTDocument and a Package (Lori Lee Sood) https://support.ptc.com/appserver/cs/view/solution.jsp?n=CS131346&lang=en&source=community_US How to create a "Query Builder" report listing all "Packages" with all "Document" in "Package Content" https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS219079 How to link WTDocument and its primary content (Binesh Kumar) Re: Report on WTDocument File Info about the vaulted file on disk (Mike Lockwood) https://www.ptcusercommunity.com/servlet/JiveServlet/downloadBody/3088-102-1-3664/VaultedWTDocFiles.qml.zip QML to generate URL for document (Shreyas Atre from PTC/User) http://portal.ptcuser.org/p/fo/do/download=1&fid=23333 Query Builder report to display WTDocuments having representations (PTC TS) https://support.ptc.com/appserver/cs/view/case_solution.jsp?n=CS166540&lang=en&source=community Query builder report to fetch all WTDocuments with no primary content (PTC TS) https://support.ptc.com/appserver/cs/view/case_solution.jsp?n=CS167918&lang=en&source=community Query builder report to list Documents from folder https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS208539 Report to find WTDocuments went for Approval Routing in Windchill ProjectLink https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS207521 Report to search for Documents by Effectivity https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS209206 What are the tables and joins required for generating a query builder report for Documents without any Primary Content and Attachments https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS209629 QML report to count the number of documents by different document types https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS216381 How to identify the template that was used to create documents https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS214070 Report all WTParts related to WTDocuments https://www.ptcusercommunity.com/thread/115318?sr=stream&ru=30733 https://support.ptc.com/appserver/cs/view/solution.jsp?n=CS36007 How to create a report listing Documents Context, Name, Number, State, Latest Revision & Iteration, and Age https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS239335 File Name of a document from Query Builder https://www.ptcusercommunity.com/message/457256 https://www.ptcusercommunity.com/servlet/JiveServlet/download/457256-119614/_Document_Search.qml.zip Report to generate BOM report with Described By and Referenced By Documents https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS238476 Report to get the document, its state and the role responsible to complete the task https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS245051 Query builder report to fetch document which is not related to any other document https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS247264 How to build a report for latest revision of WTDocuments https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS251987 WTPARTS How to create a Where Used report for WTParts https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS210416 How to report "Release Date" of WTPart? (from PTC/User) http://portal.ptcuser.org/p/fo/st/topic=16&post=122009#p122009 How to write a WTPart Where Used Report (Mike Lockwood) Report Manager: How to write a WTPart Where Used Report How to determine the number of unique part numbers site wide (Tom Uminn) How to determine the number of unique part numbers site wide in Windchill? How to get the bill of material (BOM) report for latest iteration of latest version for Document Object using Report Manager (PTC TS) https://support.ptc.com/appserver/cs/view/case_solution.jsp?n=CS200270&lang=en&source=community QML Report to list all Part Instance with its Base Part (PTC TS) https://support.ptc.com/appserver/cs/view/case_solution.jsp?n=CS203321&lang=en&source=community QML Report to list all WTPart of Specific View in Windchill PDMLink (PTC TS) https://support.ptc.com/appserver/cs/view/case_solution.jsp?n=CS198025&lang=en&source=community QML Report to to show association between Deviation and it's associated WTPart https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS205475 Query builder report to fetch the display name and internal name of classification node in Windchill PartsLink (PTC TS) https://support.ptc.com/appserver/cs/view/case_solution.jsp?n=CS184338&lang=en&source=community Query builder report to find all WTParts and their corresponding PartsLink classification nodes (PTC TS) https://support.ptc.com/appserver/cs/view/case_solution.jsp?n=CS129984&lang=en&source=community Query builder report to list WTParts from folder https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS208537 Query Builder Report to list all the OEM part which do not have AML\AVL Part associated https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS210102 Query builder report to fetch parts at level 0 in structure tab https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS215346 Which Database tables store classification attributes in Windchill PartsLink https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS172788 WTParts not been published to ERP system (Marco Tosin from PTC/User) http://portal.ptcuser.org/p/fo/do/download=1&fid=23280 QML report to query latest version of all WTParts https://support.ptc.com/appserver/cs/view/solution.jsp?n=CS138336 How to get a query builder report for Classification details for Parts and/or Part Structure https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS145972 Query builder report to list WTParts of particular view https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS208737 https://www.ptcusercommunity.com/message/425216#425216 How to create a Query Builder report to list all Parts that do not have Parent Part https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS223922 How to select the latest revision of a Part in a Query Builder report https://support.ptc.com/appserver/cs/view/solution.jsp?n=CS1171 How to get a report of the URL address of WTparts https://www.ptcusercommunity.com/thread/134395?sr=stream&ru=281467 Query to capture WTParts set to Released in the last 4 hours https://www.ptcusercommunity.com/thread/134896?sr=stream&ru=51671 Query builder report to fetch WTParts in a specific Org that have Part Master Default unit set to "as needed" https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS232193 Query builder report to find all WTParts and their corresponding PartsLink classification nodes https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS233215 Report to verify the details of changes in iterations of Part Instance using Described by Documents http://support.ptc.com/images/cs/articles/2014/10/20163203_G4Hv.qml Query Builder report to list the Variances reported against Parts https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS234246 SuMa - Report to list the Manufacturer associated with the specific Context Organization https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS234911 TROUBLESHOOTING Change Requests not automatically associated with corresponding Problem Report https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS211530 Custom reports return error "wt.query.QueryException: Attribute "first" is not a member of class "class wt.org.WTUSER" after upgrading to Windchill PDMLink 10.2 https://support.ptc.com/appserver/cs/view/case_solution.jsp?n=CS194425&lang=en&source=community Failed to delete some report templates from Site>Utilities>Report Management https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS185149 Generating a report from Context > Reports > Change Request Logs caused MethodServer to crash with OutOfMemoryError https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS203309 Reports imported or created at Organization level are not available for non-admin users on Homepage https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS52000 Report Builder is inadvertently removing a condition from the subquery while attempting to modify the qml with user entered data https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS186246 Using Date Picker in a OOTB Report in a browser that is not in English results a "Timestamp format" Error https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS215342 Unable to save configuration of a legacy report in Windchill PDMLink 10.2 M020 (PTC TS) https://support.ptc.com/appserver/cs/view/case_solution.jsp?n=CS188794&lang=en&source=community When a variable is used in Select and Criteria section of Query Builder with Input Parameter, report page generated doesn't display alias name of variable in Input Parameters section https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS133386 Not able to Save reports having Chart using Organization Admin user giving secured action error https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS179575 Failed to export the results generated for Reports using Report Manager https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS204259 Information or Details page for Report Templates shows Creator attribute value as ???createdby??? where creator is not available https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS221397 Data monitor criteria filter for created on time of "Yesterday" not covering entire day https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS226634 In Report Builder, like operator does not returns exact searched string https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS224643 Report result will not be merged even select the "HTML (with merging)" in "Generate Legacy Mode Output" https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS222197 Soft types created at the organization level not available in Query Builder launched from "Site" > "Utilities" https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS227163 When searching for objects that have empty IBA with "not like" criteria, Query Builder and Search UI will give inconsistent results https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS159539 Not able to set up changeable filter criteria in Query Builder Approver Status field for attribute eventlist of type wt.workflow.definer.UserEventVector in Windchill https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS235453 Getting an error message as "Report can only be launched when Windchill Business Reporting is installed" in Windchill https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS124351 Data monitor against "Open Change Notices" report template status is "failed" https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS236920 Report to list Suppliers (Manufacturer) with their associated Documents https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS240978 Query Builder does not list the Display Name of Sourcing Status attribute values in Windchill PDMLink 11.0 https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS241420 Unable to run cognos reports in Windchill 10.2 https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS210583 Reports using macro CURRENT_TIME that used to work before update don’t work anymore in Windchill PDMLink 10.2 M030 https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS248659 Query Builder Report to get the list of parts which does not have any related document https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS251347 Upgraded reports where attributes with an enumerated list that were previously defined in the Criteria tab no longer display the enumerated list in the drop-down in Report Builder in Windchill 11.0 https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS252519 When user added java method then selected allow user to decide option all of column user is not able to generate report. https://support.ptc.com/appserver/cs/view/solution.jsp?source=community&n=CS253057

Sep 19, 2014

Sep 20, 2022

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.

Jun 15, 2015

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.

Jul 22, 2015

I’m sure that many of you have come across slow-performing searches in Windchill, especially when using wildcards. It might be snappier if you have Index Search installed, but only when the Keyword: field is used; as soon as you enter something in the Criteria section of Advanced Search, the system falls back to basic database queries. Under the hood, the bulk of the time and resources spent during wildcard search is in database queries containing something like "..AND NAME LIKE ‘%mypart%’…", i.e. with filters that include leading and/or trailing wildcards. New functionality was introduced in Windchill 10.2 to deal with this. The basic idea is that, for a given business object type and attribute, a separate table is created in the database that holds indexed columns with substrings of the current values. Windchill can then do exact searches of these substrings without using wildcards, which speeds things up significantly. We’ll go through an example here to illustrate how to use it. Configuring it I’ll be adding a substring index for the attribute ‘name’ in the business object class wt.part.WTPartMaster. The actual creation and maintenance of the substring index tables is done with the SubStringIndexTool, but before running it, it needs to be configured. The tool reads the configuration file <Windchill>/conf/subStringIndex.xml. This file does not exist in OOTB Windchill, so I’ll have to create it manually. For this example, the content of the file looks like this: The parameters className and attributeName are set to the class and attribute on which the substring index is created. I want the index table name to be JLAPARTINDX; if this is not specified, it will default to <table>$<attribute>$SSI, which is a bit long for my taste. I don’t want it to be case sensitive (caseSensitive=”false”) and the index length is set to 6 (indexLength=”6”). I’ll cover that later when we look at the results. I’m also enabling pre-query, which is one of two available approaches for applying the substring index during searches. The one chosen here means that Windchill first queries the substring index table for matching object IDs; these are then used to query the actual business object table. There are more details on this in the JavaDoc of the wt.pds.subStringIndex package. With the configuration done, we can run the tool to create the substring index. Running the tool The substring index is created with the following command: windchill wt.pds.subStringIndex.SubStringIndexTool create <user> <password> where <user> and <password> is the Windchill database schema username and password. The result is a new table that looks something like this: The ID column holds the object ID of the related WTPartMaster; the VALUE column holds the full values of the selected ‘name’ attribute. The SS* columns hold the substrings of the given lengths that have been found in the attribute values. This is where the ‘indexLength’ parameter comes in; it was set to 6, so it will generate six SS* columns. SS1 holds all substrings of length 1, SS2 holds the ones with length 2, and so on. For example, one of the attribute values is '01-51284.prt'. The substrings for this value start in row 13 above: as the POS value increases, you see the various length substrings for that value in the different SS* columns. So how does it work? Say a user does a search for *5128*. The substring between the wildcards is four characters long, so a fast, indexed search is done in the SS4 column for the exact value 5128. The query returns the ID column values, which are then used to find the matching entries in the original WTDOCUMENTMASTER table. Maintaining it A separate table is being used for the substring indexes, which means that a mechanism is needed to keep it in sync with the original business object table. There are three options: Event-driven – sync is triggered insert, update and/or remove events in Windchill Scheduled – sync takes place at scheduled, regular intervals, triggered from a background queue. Manual – sync is done manually with the SubStringIndexTool This is configured in the subStringIndex.xml file mentioned earlier. Details on these and how to configure them can be found here. Going forward If this looks interesting and you wish to implement substring indexes, you’ll find further information in the Windchill Help Center. The purpose of this blog entry was to raise awareness of its existence, as we have seen very few queries on it in Tech Support. Thank you for your time; as always, comments and feedback are greatly appreciated.

Aug 10, 2015

Aug 25, 2023

In my last blog post Productivity Enhancements on Windows Explorer Integration for Windchill Desktop Integration 10.2, Part I I discussed the possibilities and enhancements around the Windchill Documents system folder in the Windows Explorer. This blog will show you how easy it is to display Windchill Meta data information in the Windows Explorer Integration. I will also discuss the integrated Windchill search and how leverage the Windchill Index Search functionality. View Windchill Information Windchill metadata information of your documents can be displayed in the Windows Explorer without opening a browser to access the Windchill web application. Even applying filters is possible. To do so, you have to navigate from the Windchill Documents node to the context that you are interested. On the right hand pane you will see the stored documents. You may add or remove attributes by right-clicking a Windows Explorer column heading to see a drop down menu of additional columns available. Is the attribute still not available in the out of the box list? No problem, since Windchill 10.2 F000 you can select Windchill folder views to add columns that appear in the list. With Windchill 10.2 M010 even the filters on these views will affect the data displayed in the object list. This allows you to configure which documents will be show in the folder. E.g. if you only want to display the latest document version, then apply filter settings on the Windchill table view (in the Set Filter step select Revision and Version attributes and set them to Latest). Folder Search for Windows Explorer All the features that I showed until now required that you exactly know where the documents are located in your Windchill system but this unfortunately is not always the case. While manual navigating through the folder structure is cumbersome and annoying to find a document, there is a simpler way to find your documents. Starting in Windchill PDM Link 10.2 F000 you can search for any Windchill document using the Windchill Search action. This is a quick and easy way to search for your documents inside of the Windows Explorer Integration without the need to open the Windchill web application. The search can be initiated from context, container or folder level within the Windchill Documents node. This will allow you to search by Name or Number on this context level and all sub-contexts. Please note that the search is case-insensitive and wildcards are allowed. Add asterisk (*) as a wildcard character to indicate that one or more characters can appear in that position. For Windchill systems with Index Search enabled, even document content will be taken into account when calculating the results if the option “Include search within content (only if index search is enabled)” is selected. The native Windows Explorer search field (in the top right corner of the Windows Explorer) can also be used to perform a search but this will yield slightly different results. The search will only be performed on the current folder / context and not on any sub-context. In case you are also interested in the location of document in the folder structure, you can use the right mouse button menu to select “Open File Location”. This will open the Windchill context or folder in which the object is stored. Conclusion This was the last part of my post about productivity enhancements on Windows Explorer Integration. I hope that you liked this brief tour on the Windows Explorer Integration if you are interested in more details, you’ll find further information in the Windchill Help Center. Thank you also for your many comments on part I. As always let me and the community here about your thoughts and questions: What do you like about the Windows Explorer Integration and what do you think is missing? In which scenarios you are using the Windchill Explorer Integration? …

Sep 21, 2015

In Windchill 10.2 a lot of effort has been made to enhance and simplify the user experience when working with WTDocuments from your Microsoft Windows Desktop. In this blog I will show you some of the enhancements and how they can significantly simplify your interaction with documents stored in your company’s Windchill system. Windows Explorer Integration The PTC Windchill Desktop Integration plugin adds the Windchill Documents system folder to your local environment. You can you use that Windows Explorer Integration to find, open, access and download Windchill documents without the need to open the Windchill web application in a browser. This will give you a variety of ways to easily access and interact with documents just like they had been stored on your local system: by double clicking on a file in the Windows Explorer by using the context (right mouse button) menu on the Windchill node, any context folder or document in the Windows Explorer by the File > Open dialog of any local application (like Microsoft Word, Adobe Acrobat…) ... But I do not want to miss the (in my opinion) most natural way of interacting with documents in Windows – Drag and Drop. As working with the Explorer Integration should just feel natural, Drag and Drop capabilities have been integrated and with Windchill 10.2 M010 these have even been enhanced. Dragging a document file from your local system to a context folder under the Windchill Documents node will trigger one of the following actions (depending on the area where you drop the document): New Document / New Multiple Documents Check In Replace Content The other direction is supported as well: Grabbing a document from a Windchill context folder and dragging it to your local system or another Windchill context will trigger corresponding actions depending if modifier keys (Shift and / or Ctrl) are applying and the target the document is dropped (possible actions are copy, move, create shortcut…). Access to Windchill Functionality Starting with Windchill 10.2 F000, the right-click menu in Windows Explorer includes a wider range of Windchill actions. While in previous releases only actions such as Open and View Information were available, this expanded to the most commonly used actions on the Windchill web application (even multiselect for Check in, Set State… have been implemented in 10.2 M030). The right mouse button menu is context sensitive and the actions availability will change depending on the object you open it on. Additional restrictions like access permissions, preferences and so on can have impact on the availability of actions. My personal highlight is the introduction of the Compare Document functionality in the Windows Explorer integration with Windchill 10.2 F000. Compare Documents Starting Windchill 10.2 F000 (and enhanced in 10.2 M010) the Desktop integration added compare capabilities. But different to the compare functionality available in the Windchill web application this will concentrate less on comparing metadata but more on comparing the content of the documents. Out of the box Windchill supports Microsoft Word 2007 and 2010 files and had been extended to Microsoft Excel and Microsoft PowerPoint in Windchill 10.2 M010 (dedicated support matrix below). Office Version Microsoft Excel Microsoft Word Microsoft PowerPoint 2007 No Yes No 2010 No Yes Yes 2013 Yes Yes Yes Additional file compare tools can be registered based on the file extension in the Windchill Desktop Integration Configuration menu. There are two different compare actions available: Compare Document Versions This will allow you to compare the file content of two different versions of the same document (see screenshot) Compare Documents This will allow you to compare the content of two different objects, which need to be of the same file type. Going forward This was the first part of my post about productivity enhancements on Windows Explorer Integration. In the second part I will show you how easy it is to access Windchill Meta data in the Windows Explorer, how this can be adjusted to your needs and how simple it is to find any document with the integrated Windchill search. If you are in the meantime interested in additional details on the Windchill Explorer Integration, you’ll find further information in the Windchill Help Center. And as always any questions and comments are appreciated but I definitely would be very interested in your ideas: What do you think about the enhanced functionality? Which functionality you like best? For which things do you use the Windows Explorer integration? … Please let me and the community know about it.

Aug 24, 2015

Sep 8, 2015

Aug 26, 2021

Dec 12, 2016

May 2, 2023

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)

Sep 23, 2013

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)

Jan 26, 2014

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 multiple documents 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)

Jan 26, 2014

The On-Demand System Scan for Windchill PLM and RV&S allows system administrators to manually scan their system files for similar recommended improvements on an ad hoc basis. Admins can upload system files to be scanned and receive recommended actions for any known issues or improvements that are detected. The utility will provide you with recommendations to apply on your Windchill installation in order to aid in expediting resolution of existing issues, as well as discovering issues before they become problems. As of today, 260 checks are evaluated for Windchill PLM, and we are constantly adding new detections. We also have a specific support for WinDU – we will add new detections soon! For Windchill RV&S (formerly known as Integrity Lifecycle Manager), we currently have more than 150 detections. Try it today! This service is free for all PTC customers. For the future, we are working on several options: one is about providing with a tool that helps collecting all the files to submit for a scan. Another one is to show all the errors/exceptions that the scan has detected – but that means that you will have to filter the impactful ones from the ones that can be ignored. We are also exploring some AI technologies to map the errors in your log files with the articles in our knowledge base. If you have some suggestions, feel free to comment this post! And you can find out more about PTC’s Proactive Support Services by visiting the FAQ page.

Mar 8, 2021

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.

Jul 13, 2015

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Recently a customer asked if it were possible to disable Owner association, and instead have the system default to using Contributing Image association between WTParts and CAD Documents. I figured there might be others interested so I thought I would post the solution, as the steps to achieve this desired behavior might not be entirely obvious. Before doing so, however, I have to give credit to my colleague, Jennifer Pierron, for providing me with these steps. Here we go… In this case, the goal is disable Owner association for CAD assemblies and parts and display Contributing Image as the default association type in the Edit/Auto Associate UI. You configure a set of Site preferences to accomplish this task. I repeat - Site preferences. These preferences cannot be set on a per-user or organization level basis. They apply across your entire installation. First, you need to establish which attributes you want to pass from CAD Documents to WTPart via the Contributing Image association. This can be done by setting the Site preference EPM Service Preferences > Build Service Preferences > Contributing Image Attributes to * for all attributes, or you may specify individually using a list of attribute names. If you do not specify any attributes, then the system defaults to using an Image association instead of a Contributing Image association. In effect, the preference settings in the following figure enable Contributing Image associations in your system. Next, configure the CAD Document types for which you do not want to build structure (disallow Owner associations). In this example we disallow the building of structure for Creo Parts and Assemblies. To accomplish this, we add CADCOMPONENT and CADASSEMBLY to the list of types for which building structure is excluded. This is done by editing the preference Operations > Auto Associate > Disallow Structure CAD Document Types > Creo as shown in the following figure. As a final step, If you want to allow Auto-Associate to create parts, you need to set the value of the preference Operations > Auto Associate > Create New Part to Owner and Contributing Image as shown in the following figure. The default is to allow this for Owner association types only. Once these preferences have been set, when you perform an Edit Association, you should be presented something similar to the following. I hope you found this useful.

Oct 16, 2016

Last time, I showed you how security labels can be added to your table displays for CAD workgroup managers (here). In addition, a new capability for setting security label values for newly created CAD data has been introduced. The implementation is quite different from how it is done for Documents and Parts (wizard based approach). It is also not enabled by default even when security labels are configured, so I thought I would show you. It is often the case where new CAD documents in Windchill are created directly from the CAD tool itself (using File > New) and then saving these files to the workspace. At this point, access to these objects is only available to the user that owns the workspace. Other users do not become aware or have access until these new CAD documents are checked-in. So, this is where we introduced the ability for setting security labels on newly created CAD documents. You do this by adding your security labels to the table view of the workspace Check In window. Hmmm… The security label "Training Required" is listed and shows its default value, but I don’t see a way to set its value. This is where additional system configuration is required. We have introduced a property setting that enables you to set the security label value during this step, similar to how you change its location. To configure this behavior you will need to add the following property to your wt.properties file: com.ptc.windchill.uwgm.cadx.checkin.SecurityLabelEditing=true This of course should be done by following the standard procedure of adding this property to your site.xconf file and then propagating it via the xconfmanager command from a Windchill shell. Here’s the syntax of how this should be added: <Property name="com.ptc.windchill.uwgm.cadx.checkin.SecurityLabelEditing" overridable="true" targetFile="codebase/wt.properties" value="true"/> Now that the property has been set and the method server has been restarted, let’s take a look at the Check In window again. As you can see in the previous figure, the cell value in the security label column consists of a drop-down allowing you to select from the available security label values. Once you select the appropriate value and check-in the new CAD document, its security label is set accordingly. Note that this is only available when objects are initially created/checked-in. To change the value of an existing object (one that has previously been checked in) you need to use the Edit Security Labels action.

Sep 20, 2016

Aug 17, 2022

Windchill Tips

Resource for reporting

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

Flexibility in Workgroup Manager Compatibility with Windchill.

Performance Tuning Windchill servers that manage CAD Documents

Improving search performance with the SubStringIndexTool in Windchill

Windchill PLM "Thingworx Navigate Apps" Tips & Techniques Session Recording

Part II Enhancements on Windows Explorer Integration for Windchill Desktop Integration 10.2

Productivity Enhancements on Windows Explorer Integration for Windchill Desktop Integration 10.2, Part I

Part II Enhancements on Windows Explorer Integration for Windchill Desktop Integration 10.2

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

PTC Forum Europe - Windchill Presentations Available

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

Windchill 10.2 Desktop Integration

Windchill 10.2 Drag-n-Drop Single Document Upload

Windchill 10.2 Drag-n-Drop Multiple Document Upload

Improve your Windchill system with the On-Demand System Scan

Troubleshooting Access Permission related issues in PTC Windchill

Whats New in CAD Data Management for Windchill 13.0.1

How to "Disable" Usage of Owner Association

Security Labels come to the Workspace: What you need to know (Part II)

Windchill PLM "CAD Driven BOMs" Tips & Techniques Session Recording (West Coast)

PLM Tips and Techniques Webcast Series (West)