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Installing a monolithic Test Windchill 12.0 System

dalkahlon
5-Regular Member

Installing a monolithic Test Windchill 12.0 System

In order to further my own knowledge in Windchill, I would like to install a test monolithic system on an independent computer in order to learn about the actual installation process, and further to learn about customisation.

I'd like to know if anyone has done this previously and how they went about it.
How would licensing work? I will be the only user on the Test system.

As for the database - can I use the Oracle Express free edition?
Otherwise are there any 'free' databases that Windchill would work with?

Other than the Installation and Configuration guide, are there any other resources anyone can recommend.

Any assistance would be much appreciated.
13 REPLIES 13
avillanueva
22-Sapphire II
(To:dalkahlon)

You can install Windchill without licensing which is normal for initial installs but it has a timer to shutdown after 6 hours of operation. This might work for what you are doing. As far as the database, its a bit tricky there. Those databases are not supported so I am not sure if there are features or checks that will error out during install if its not to spec. You might want to try SQL Server if you need a lower cost install. The bigger issue is that you need to be a paid, licensed Windchill customer to get access to the installers. I would also recommend not installing 12 but move to 13 since that is current version. 

 

dalkahlon
5-Regular Member
(To:avillanueva)

Thanks for the quick reply.

The 6 hr timer works fine for my testing needs.

 

We are a fully paid Windchill customer and I have access to the installers - which I have already downloaded.

I selected v12.0 as that is the version we are currently using.

BenLoosli
23-Emerald II
(To:dalkahlon)

I have done a monolithic installation of Windchill when I first tested it, back at Windchill 6.2.6 DSU11.

There is nothing unique about the installation, it goes like normal, just all on the same server.

As to the DB, I would stick with the Enterprise edition of Oracle, as that is what PTC has specified.

I would also do any testing with 13.0.2 CPS02, as that is the latest release. The installation process isn't much different than Windchill 12.0.2, except the version of Java required.

What are you using for your LDAP? If still using Windchill DS 11.2, there are some changes if you import your company data for your testing.

I have a 25 page Word document that I created when I setup my last OOTB Windchill system. Lots of little things to be set throughout the system. My Upgrade document is 15 pages, but with existing data the system structure is set by the import.

Stick with the same database platform (Oracle or MSSQL) you use in production.

As @BenLoosli suggests, use the same version as installed in production (Enterprise or Standard) if you can.  If you can't get the licensing and can't put your DB in the corporate dev cluster, then Oracle XE or SQL Server Developer Edition will work.  Neither are supported by PTC, but both work.  Oracle XE, comes with DB size limits that are manageable for a small (practically empty) database.  SQL Server Developer Edition has TCP/IP turned off by default.

 

These work for a personal test bed.  They do not work for corporate production or non-production environments like test or training environments.

 

Check with your IT department about what is allowed before going forward.  The company pays Oracle and Microsoft and have to true up license costs during audits.  You don't want to get caught in an audit (for example using SQL Server Developer Edition for a training server).

dalkahlon
5-Regular Member
(To:mmeadows-3)

Thanks for the suggestions guys. Much appreciated.

@BenLoosli - if you could share the documentation you created around your experience that would be very helpful.

 

This bring me onto the question of LDAP. Since I want to build the test machine outside of the company network (it really will only be me using and logging into it), any suggestions for LDAP? Although I'm fairly proficient in IT skills - I know very little about Directory Servers or LDAP. Is using something like the free Apache Directory the best way forward?

Are there any resources for a simple installation of a Directory Server and LDAP?

 

avillanueva
22-Sapphire II
(To:dalkahlon)

Use OpenDJ. This is the foundation for WindchillDS which was provided previously. 

BenLoosli
23-Emerald II
(To:dalkahlon)

Either Open DJ or just use Windchill DS 11.2 CPS17. I still use Windchill DS with Windchill 12.0.2 and 13.0.2 in production.

I will need to edit the document for outside use. I cannot release a document with our server names in it.

Sende me an email at looslib<at>centrusenergy.com and I will try to get it to you in the next few days.

dalkahlon
5-Regular Member
(To:BenLoosli)

OK - I had a bit of time so here's what I've done so far and am stuck! : -

 

  • Installed VMware Workstation on a spare computer (Host PC)
  • Created a Windchill Staging directory on the Host PC and downloaded relevant software installers from PTC
  • Created a Windows 11 Guest VM and named it WIND (I believe a test Windchill system can be installed on a non-server, besides I had a spare Windows 11 license key)
  • Shared the Host's staging directory with the Guest VM as a mapped network drive
  • On Guest VM :
    • Installed Java 11.0.11
    • Installed Oracle 19c
    • Installed OpenDJ
      • Server Hostname : WIND.localdomain
      • Directory Base DN : o=wind
      • everything else left at default settings
    • Run setup of PTC Solution Installer (as admin)
      • Selected Windchill PDMLink & Windchill ProjectLink as Products
      • Selected Windchill MPMLink, Windchill Index Search Client, Creo View, & Thumbnail Generator as Modules
      • Web Server DNS Registered Host Name : wind.localdomain with default ports
      • LDAP as 'Other V3 Compliant LDAP' with Read/Write privileges
      • LDAP Adapter name : localdomain.Ldap
      • Base Distinguished Name for LDAP Users : o=wind
      • Entered in the LDAP Manager's password set up when installing OpenDJ

 

Here is where I'm up to, if I click Next, it comes up with 'The following fields failed validation : There was a problem connecting to the Directory Server  specified...

LDAP Server Host Name, LDAP Server Port, Base Distinguished Name for LDAP Users, LDAP User Distinguished Name, LDAP Password

 

I'm guessing it's the 'Base Distinguished Name for LDAP Users' setting I have wrong?

 

Any suggestions to get past this step?

 

Note that for this 'test' Windchill system, I do NOT intend to create any users other than myself as Site admin or Org admin

I want to leave it as OOTB as possible.

 

BenLoosli
23-Emerald II
(To:dalkahlon)

I think you need to change what you have for the Base Distinguished Name for LDAP users.

On my WIndchill it is: cn=EnterpriseLDAP,cn=Windchill_13.0,o=ptc.

So for you, try: cn=EnterpriseLDAP,cn=Windchill_12.0,o=wind.

 

 

What does your LDAP structure look like?  Understanding we only keep user accounts in Windchill's LDAP, it should be more complex than...

o=ptc

  uid=wcadmin

I've tried this very flat structure before and it caused installation/upgrade issues.  I reverted to something more traditional and my issues went away.

 

As @BenLoosli suggests, there could/should be some structure to it to separate...

  • Site users: ou=people,cn=AdministrativeLDAP,cn=Windchill,o=ptc
  • Org users: ou=people,cn=EnterpriseLDAP,cn=Windchill,o=ptc
  • External [Site] groups (if any): ou=groups,cn=AdministrativeLDAP,cn=Windchill,o=ptc

Sorry, my OCD is kicking in.  Here are some additional notes after lots of upgrades, WinDU cleanup, and user account management.

  • With WindchillDS or a locally installed OpenDJ, there is no reason to change the base DN from PTC's default "o=ptc" to any other name like "o=wind".  No one outside of Windchill administrators see it and you have to remember to change the value with every upgrade.  Not a huge deal.
  • As of Windchill 12.0, I recommend to drop the "_12.0" from the DN structure.  We don't include the Windchill version in Active Directory user and group DNs, why should we with OpenDJ?  Also, these DNs will never change in future upgrades and we don't want to see DN references to "cn=Windchill_12.0,o=ptc" when we are upgrading to Windchill 15.0.
  • The examples above are legacy Windchill DN structures.  We could use any structure provided it separates our user accounts the way we want.  For example, we could drop cn=Windchill and be more direct in our org/site DN names:

o=ptc

  cn=org

    ou=users

  cn=site

    ou=groups

    ou=users

 

Additional nuance...

When we create users from Windchill in a read-write LDAP, we should pay attention to where we create them: Site or Org.  In the Windchill training, the reasoning for creating users at the organization was it is easier to let the org automatically assign the domain to the users.  However, there is more going on than automatically assigning org-level users to the current organization. WinDU also complains when we create a user at the Site and manually associate them to the Organization.  Or, when we only set up one JNDI Adapter and hard set the organization for all users (including the Site Administrator).  The "Verify Principal Domain External Users" check reports something like this.

User wcadmin is not in default domain
Current domain: [/wt.inf.container.OrgContainer=PTC]/PTC
Default domain: [/]/User/Unaffiliated
Because user was created from the Site context 

Or (depending on how the JNDI Adapter was defined)

User j.doe is not in default domain
Current domain: [/]/User/Unaffiliated
Default domain: [/wt.inf.container.OrgContainer=PTC]/PTC
Because user was created from the Organization context 

 

Does it really matter?  Probably not, but if WinDU bothers to report it, I prefer to clean it up.

 

OOTB Windchill_11.x and earlier using WindchillDS defaults to two adapters to address this WinDU issue.

The first adapter (e.g. com.ptc.LDAP) is for Site Administrator and other Site level accounts.

It is configured with a search base: ou=people,cn=AdministrativeLDAP,cn=Windchill,o=ptc.

By excluding the organization mapping attribute, all users under this search base become Site level "Unaffiliated" users.

 

The second adapter (e.g. com.ptc.EnterpriseLdap) is for organization level users.

It is configured with a search base: ou=people,cn=EnterpriseLDAP,cn=Windchill,o=ptc.

By including the organization mapping attribute in the JNDI Adapter, all users under this search base are automatically assigned to the named Organization.

"com.ptc.EnterpriseLdap.windchill.mapping.usersOrganizationName=PTC",

or (if there is an LDAP user attribute "o" with the value of the Windchill organization name)

"com.ptc.EnterpriseLdap.windchill.mapping.user.o=o",

This level of LDAP configuration will eliminate the reported "Verify Principal Domain External Users" complaints and works equally well for read-write and read-only LDAP configurations.

 

You do not need to do all of this to get logged into your Windchill system.  Windchill will run with all users under one JNDI Adapter provided a slightly more complex search base than "uid=wcadmin,o=ptc".

dalkahlon
5-Regular Member
(To:mmeadows-3)

OK - here's the latest : 

 

I've managed to get past the LDAP screens with the following settings on OpenDJ :

dalkahlon_0-1734022154429.png

 

Now stuck on Oracle Database!

I installed Oracle 19c as recommended (Software only, and created a new Windows user called 'pdmlink' with a password) - all went through fine.

In PSI I have the following settings : 

 

dalkahlon_3-1734022355359.pngdalkahlon_4-1734022374869.png

No idea what the SYSTEM password is! Never asked me about this during the install!

I just entered in 'oracle'. (It used to be 'change_on_install' in the old days when I worked with Oracle 8 - tried that too!)

 

Now I'm getting the following error :

dalkahlon_5-1734022405695.png

I must be doing something wrong still!

 

They really don't make this easy do they!!!

 

 

 

 

avillanueva
22-Sapphire II
(To:dalkahlon)

You have options here. If you let the PSI create the database user for Windchill, "pdmlink", you need the System account for that which you said you do not have. But you said you already created this user so you do not need to do this step. You want the option for user an existing user which you created when you installed Oracle as "pdmlink" and whatever password you gave it.  The PSI will then only create the schema, tables, views, etc. 

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