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Windchill Tips

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We've had several questions around these topics so I am uploading the slides from the 2015 PTC Live session.  I will add the follow on videos.
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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.  
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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.
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Check out this video on Using Windchill "Windchill For You" from PTC Application Engineers Presenters: Ryan Butcher (Solution Consulting, Fellow). Original Date Presented: November 15, 2023   To dive deeper into the subject, check out What's New in Windchill PLM  
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When there are a large number of objects in a Windchill workspace, it is difficult to identify the object representing the top-level object of a large assembly without any clue of its identity information.With the same or similar intent, the featured object live has been provided
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This is a quick video tip demonstrating how to add the Attachment and Structure column indicators to the folder browser in Windchill 10.2. These columns are not on by default and often go unnoticed since there is such a long list of columns that can be displayed. When added, any document containing Attachments or Structure will be identified by either the Attachment or Structure icon in the respective column. The icons are links which will bring you directly to the Content tab or the Structure tab.     (view in My Videos)
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With Windchill 11.0 one can use Query Builder queries to further refine search results.  For example refine the search to look at results based upon related objects.   This zip file contains two queries from 11.0 M020   Search with Parts - additional query to find parts that are on a Change Notice at a given state Reference Designator - Find parts on a BOM with a given reference designator.  For example - find a part (eg Name Capacitor*) that has a reference designator C16
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Only logged in customers with a PTC active maintenance contract can view this content. Learn More

An example of uploading multiple representations to one CreoView session rather then having to start new sessions for each one.   I was adding as a comment on a Product Idea but it was not letting embed it so I added this a separate video and linked it.  The idea is the following:     (view in My Videos)    
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Have you ever had an issue in Windchill for which you had to raise an Enterprise Down (EDOWN) case with PTC Technical Support? An EDOWN situation is the equivalent of an emergency room need: the Windchill server is down or unresponsive, productivity is crippled and the user community is impatiently waiting for updates on what’s going on and when the server is back up. It’s a pretty stressful environment. Having a support contract and the possibility of raising EDOWN cases is good to fall back on, but it’s similar to having doctors and dentists around: it’s comforting to know that they are there, but we’d rather prevent the need of their services in the first place. This is what this post is about.   General preventative measures We started doing analyses of Enterprise Down cases on a quarterly basis to get a better understanding of the underlying causes and see if we could work out some common practices that specifically targets these causes. Product improvements is one aspect that we are continuously working on (the Internet of Things opens up interesting possibilities), but there are actions that you can take right now to safeguard your server from some of the more common causes of EDOWN situations: Take regular backups – Daily incrementals is what you would normally strive for. We do occasionally get cases where production server backups are old or non-existent and a catastrophic hardware failure has led to data loss. Needless to say, this is beyond repair with possibly months or years of lost work as a consequence. Information on Windchill backup strategies can be found in the PTC Windchill Backup and Recovery Planning Technical Brief. Configure mail notifications – Windchill itself and some of its third-party components have built-in monitoring that can send out e-mail alerts when server performance indicators start drifting outside of their comfort zones. However, some configuration is needed for the alerts to be sent out. The configuration steps are described here. If you get a monitoring alert that you are unsure about, search in our Knowledge Base for information on the alert and what actions might be required in response to it. If no information is found, open a case with Technical Support. Set up a test server and use it – Any change to a Windchill server, no matter how small, can have unexpected side effects. There is a good chance that any adverse side effects will reveal themselves on the test server so that you know about them before applying them to the production system. It might not seem worth the extra cost and hassle to do this, but it makes troubleshooting so much easier for everyone involved so please reconsider if you don’t already have one. Other advantages include: Troubleshooting which requires verbose logging and/or frequent restarts does not disrupt the operation of the production server Reconfiguration for data capture does not disrupt production system. For example, profiling with the Windchill Profiler is greatly simplified with a single Method Server, which can be easily configured on a test server. Testing of potential fixes can be done without interfering with the production server. Monitor your server – use PSM if possible, or the out-of-the-box Site > Utilities > Server Status page. As a server administrator, keep the page (or an overview dashboard if using PSM) on a screen and check it regularly. This will make you familiar with the day-to-day load cycles on the server, including how user activity rises and falls on a daily basis and when background activities usually kick off. This makes it easier to spot unusual patterns that may indicate budding problems early. Server Status page: System Health dashboard in PSM: Going forward This was a brief overview of common measures that can be taken to avoid some EDOWNs. Some of this may seem basic and plain common sense to you; if so, excellent, hold on to that mindset. Nevertheless, we see a significant portion of EDOWN cases that may have been prevented with these measures, which is why they were covered here. On a final note, there is a new set of articles that outline the most common technical areas where EDOWNs occur and contain information including: Preventative actions Informative articles and resources Links to articles for the most common EDOWNs issues The main article is CS202168- How to avoid common Enterprise Down issues in Windchill, other related articles are linked from that one. These will be reviewed on a quarterly basis to ensure that they reflect the most recent EDOWN analysis results. Thank you for your time and as always, comments and feedback are greatly appreciated.
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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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The following video illustrates some of the workspace upload improvements expected with PTC Windchill 10.2.   (view in My Videos)
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Check out this video on Using Change - BOM Redline in Windchill from PTC Application Engineers Presenters: Dan Mittelstadt (Technical Specialist, Principal) and Ryan Butcher (Technical Specialist, Fellow) Original Date Presented: October 5, 2021   To dive deeper into the subject, check out Windchill Change - BOM Redline - PTC University.   (view in My Videos)
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In this example Change Associations are used to define that a Prototype CN (Soft typed) will have a single Change Task - Prototype Change Task that is defined as the default change task for this type of Change Notice.   With Windchill 11.0 M010 and onwards you can define which Change Task types are allowed and created for a type of Change Notice.  This is allow followed with Change Task templates.  Together this helps to error proof your process and reduce clicks for the user.
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From Windchill 11.0 M030 onward, 32-bit Windchill Workgroup Manager client is not supported.   It means that installing the Windchill Workgroup Manager on 32-bit Windows OS is not supported and/or it may not be possible. Installing the 32-bit Windchill Workgroup Manager on 64-bit Windows OS is not possible For the detail, please refer to CS265512 - "Discontinuation of support of 32-bit Windows with Windchill Workgroup Manager 11.0 M030.
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I'm excited to share that we have a new event series that kicked off this week called 'Coffee with a PLM Expert'. The sessions in these series are all live and interactive, focused the most popular Windchill topics. Here's a bit more about each series:  Core PLM Series Wednesdays from June 10 – July 29 10-11AM EST PTC’s PLM platform, Windchill, offers native collaboration capabilities enabling your global virtual workforce to efficiently design and manufacture products. In these relaxed, interactive sessions, you’ll learn about new and existing PLM capabilities and how they can best support your product development process. Date Topic June 10 Visualization June 17 Project Collaboration June 24 Windchill Extensions Introduction July 1 Change Management July 8 Manufacturing Process Management July 15 Parts Classification July 22 Creo 7 + Windchill 12 July 29 ThingWorx Navigate   Windchill Extensions Series Tuesdays from June 16 – July 21 10-11AM EST The Windchill Extensions Engineering Bundles give your engineers fast access to additional PLM functionality. Join our subject matter experts for an interactive experience including live demos and Q&A to learn more about the extension capabilities. Date Topic June 16 Watermarking June 23 Change Workflows June 30 Promotion and Export July 7 Cluster Support July 14 Supplier Component Interfacing July 21 Quick Access to PDF and CAD Documents   Click this link to register: https://ptc.com/en/products/plm/coffee-with-an-expert We look forward to seeing you there!  
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Windchill Document Management has been presented at the PTC Live Global and Planet PTC Live events for many years. If you'd like to get copies of those presentations, click on the links below.Managing Documents with PTC Windchill Desktop Integration - PTC Live Global 2015Document
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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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Windchill can display menu items / table headings / actions, etc. in several languages. Each user can decide at any time which to display from those installed.   Windchill can display menu items / table headings / actions, etc. in several languages. Each user can decide at any time which to display from those installed.   This example has only one language installed in addition to English – French. Install         Every Windchill file that are used to display English words now has an additional similar file with the language (fr for French in this example).       Because these exist, each user can select their desired language (of those installed) at any time.   Default English:     Each user has this choice (list will include those language(s) which have been installed). Does not affect any other user. By moving English back to the top, it will revert to English at any time.             After browser refresh:                       Many multi-national companies are not aware of this and don’t take advantage of it (no cost / no performance penalty / no issues for upgrades).  
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Starting in Windchill 10.2 M020, security labels and their values can be displayed in your workspace views.  If you have security labels configured, you are now able to add security labels to your workspace table views, just like any other attribute.   You do this by creating a new table view in your workspace.  In the New View wizard, add your security labels as part of the Set Column Display (step 4).  This can be done by either adding the “All Security Labels” from the "Available Columns" list on the left over to the “Selected Columns” list on the right. This, as the name suggests, adds all of your defined security labels into your table view in one step.  Alternatively, you can select individual security labels by name from the Available Columns list as shown in the following figure with the security label “Training Required” moved over to the Selected Columns list. Now that your workspace table view is saved to include your security labels, you are able to view them directly from your workspace listing. This eliminates the need to navigate to individual information pages to find out specific values. In addition to the workspace itself, this is applicable to all workspace related UIs such as the model structure report on the CAD document information page and the Check In UI (more on that in my next post).
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Check out this video on Using Windchill "ProjectLink" from Lifetime Prodcuts and PTC Application Engineers Presenters: Jason Sederholm (Lifetime Products) and Ryan Butcher (Solution Consulting, Fellow). Original Date Presented: March 28, 2023   To dive deeper into the subject, check out Windchill ProjectLink  
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