PTC Windchill® Basic

Administration Guide

PTC Windchill 10.2 M010

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Contents

About This Guide ........................................................................................................	7
Getting Started with Windchill Administration...............................................................	11
Administering Windchill Solutions—an Introduction ...............................................	12
Logging On as the Administrator..........................................................................	15
Working With the Initial Organization Context........................................................	19
Establishing Administrators .................................................................................	20
Establishing End Users .......................................................................................	25
The Next Steps...................................................................................................	27
Administration Overview ............................................................................................	29
Your Installed Windchill Architecture.....................................................................	30
Your Installed Windchill Environment....................................................................	30
Managing Your System .......................................................................................	32
Managing User Access to Data............................................................................	34
Managing Users .................................................................................................	45
Managing Data...................................................................................................	47
Managing Windchill Processes ............................................................................	52
Managing User Collaboration ..............................................................................	57
Additional Administrative Groups .........................................................................	57
Post-Installation Activities....................................................................................	58
Contexts – Distributed and Hierarchical Administration.................................................	59
Overview............................................................................................................	60
Context Administrative Items ...............................................................................	61
Creating the Contexts from which Users Work ......................................................	84
Administering Domains and Policies.....................................................................	85
Administering the Numbering of Parts, Documents, CAD Documents, Managed
Baselines, and Change Objects......................................................................	103
Administering the Versioning of Parts, Documents, and CAD Documents..............	104
Administering Preferences ................................................................................	106
Best Practices for Monitoring and Maintenance .........................................................	109
Understanding the Site ............................................................................................	111
Site Administration Overview.............................................................................	112
Typical Duties of Site Administrators ..................................................................	112
Business Object Uniqueness Considerations......................................................	129
Out-of-the-Box Site Configuration ......................................................................	133
Site Administration Best Practices......................................................................	133
Understanding Organizations...................................................................................	139
Organization Administration Overview................................................................	140
Typical Duties of Organization Administrators .....................................................	141

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Out-of-the-box Organization Templates ..............................................................	149
Creating an Organization Context ......................................................................	157
Owning Organization Participants ......................................................................	160
Using the Organization Utilities Page .................................................................	163
Changing an Established Internet Domain ..........................................................	164
Using the OrganizationSync Utility for User Organization Changes.......................	164
Best Practices ..................................................................................................	166
Understanding Products and Libraries ......................................................................	173
Overview..........................................................................................................	174
Typical Duties of Product and Library Administrators ...........................................	174
Creating a Product............................................................................................	181
Creating a Library .............................................................................................	181
Administering Teams.........................................................................................	182
Using the Product and Library Utilities Page .......................................................	184
Out-of-the-box Product and Library Context Templates........................................	184
Configuring Products or Libraries for Dynamic Documents...................................	226
Configuring Part and Document Relationships ....................................................	227
Best Practices for Object Initialization Rules .......................................................	233
Understanding Projects and Programs......................................................................	235
Project and Program Administration Overview ....................................................	236
Typical Duties of Project and Program Managers ................................................	237
Out-of-the-box Project and Program Templates...................................................	243
Configuring Part and Document Relationships ....................................................	246
Understanding Participants (Users, Groups, and Organizations).................................	251
Overview of Windchill Participants .....................................................................	252
Working with LDAP Directory Services ...............................................................	255
Using the Participant Administration Utility..........................................................	265
Windchill Participant Status ...............................................................................	282
Participant (Users, Groups, and Organizations) Identification...............................	285
Best Practices for Assigning Domains to Participants ..........................................	285
Receiving Administrative Notifications ................................................................	287
Managing the Participant Cache ........................................................................	287
Maintaining the Connections between Participant Objects and their Directory
Server Entries ...............................................................................................	289
Registering a non-Windchill User .......................................................................	290
Profile Management..........................................................................................	290
Teams and Team Template Administration ................................................................	297
Overview..........................................................................................................	298
Context Teams .................................................................................................	298
Shared Teams..................................................................................................	298
Understanding Life Cycles .......................................................................................	299
Overview..........................................................................................................	300
Accessing the Life Cycle Template Administration Utility ......................................	305
Out-of-the-box Life Cycle Templates ..................................................................	306
Working with Life Cycle Templates .....................................................................	310

4	PTC Windchill® Basic Administration Guide

Promotion Process ...........................................................................................	326
Overriding and Reassigning Life Cycle and Team Templates................................	328
Defining Additional Life Cycle States ..................................................................	329
Access Control for Life Cycle Administration .......................................................	330
Best Practices ..................................................................................................	330
Understanding Workflow..........................................................................................	337
Overview..........................................................................................................	338
Managing Workflow Security .............................................................................	340
Workflow Iteration.............................................................................................	343
Using the Workflow Template Editor...................................................................	344
Exporting and Importing Workflow Templates Across Releases............................	355
Process Manager Toolbar Access Control ..........................................................	356
Viewing Workflow History ..................................................................................	357
Workflow Instance States ..................................................................................	363
Out-of-the-Box Workflow Templates...................................................................	364
Workflow Template Execution Flags...................................................................	374
Using Task Form Templates in a Workflow..........................................................	383
Electronic Signatures ........................................................................................	385
Best Practices ..................................................................................................	387
Understanding Context Templates............................................................................	393
Out-of-the-box Context Templates......................................................................	394
Methods of Creating Additional Context Templates..............................................	394
Creating Business XML Files for Context Templates............................................	396
Required Contents of Files Used to Create a Context Template............................	396
ZIP File Contents of an Exported Context Template.............................................	398
Required Contents of ZIP File Used for Importing a Context Template ..................	399
Managing Context Templates ............................................................................	401

Contents

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About This Guide

The PTC Windchill Basic Administration Guide is a collection of administrative reference topics from the Basic Administration section of the Windchill Help Center and serves as a reference guide for Windchill business and application administrators. This guide can be used with all Windchill solutions.

The following table illustrates the responsibilities and skills of administrators:

Responsibilities

Skills

Administrator

Configuring the system (see PTC Windchill Administration -

Configuring Your PTC Windchill Environment)

Maintaining a running system (see PTC Windchill Specialized Administration Guide)

Interfacing with other systems (see PTC Windchill Enterprise Administration Guide)

Administering Windchill applications (see this guide)

Understanding Windchill server and client, HTML, HTTP, and database.

Related Documentation

Many of the sections in this guide have additional help topics available in the Windchill Help Center.

Documentation from the following areas is available only from the Windchill Help Center:

•Administering Views

•Managing Data Security

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•Calendar

•Team Template Administration

•Windchill License Groups

The following guides are also available and may be helpful:

•PTC Windchill Specialized Administration Guide

•PTC Windchill Enterprise Administration Guide

•PTC Windchill Administration - Configuring Your PTC Windchill Environment

Technical Support

Contact PTC Technical Support through the PTC website, or by phone, email, or fax if you encounter problems using this product or the product documentation. The PTC eSupport portal provides the resources and tools to support your PTC Windchill implementation:

https://www.ptc.com/appserver/cs/portal/

For complete details, see the PTC Customer Support Guide:

http://www.ptc.com/appserver/support/csguide/csguide.jsp

You must have a Service Contract Number (SCN) before you can receive technical support. If you do not know your SCN, see “Preparing to contact TS” on the Processes tab of the PTC Customer Support Guide for information about how to locate it.

Documentation for PTC Products

You can access PTC documentation using the following resources:

•PTC Windchill Help Center—The PTC Windchill Help Center includes all PTC

Windchill documentation. You can browse the entire documentation set, or use the search capability to perform a keyword search. To access the PTC Windchill Help Center, you can:

○Click any help icon in PTC Windchill

○Select Help Windchill Help Center from the Quick Links menu at the top right of any PTC Windchill page

○Use the following link to access all PTC help centers: https://www.ptc.com/appserver/cs/help/help.jsp

•Reference Documents website—The Reference Documents website is a

library of all PTC guides:

http://www.ptc.com/appserver/cs/doc/refdoc.jsp

8	PTC Windchill® Basic Administration Guide

A Service Contract Number (SCN) is required to access the PTC documentation from the Reference Documents website. If you do not know your SCN, see “Preparing to contact TS” on the Processes tab of the PTC Customer Support Guide for information about how to locate it:

http://www.ptc.com/appserver/support/csguide/csguide.jsp

When you enter a keyword in the Search Our Knowledge field on the PTC eSupport portal, your search results include both knowledge base articles and PDF guides.

Comments

PTC welcomes your suggestions and comments on its documentation. To submit your feedback, you can:

•Send an email to [e-mail] To help us more quickly address your concern, include the name of the PTC product and its release number with your comments. If your comments are about a specific help topic or book, include the title.

•Click the feedback icon in the PTC Windchill Help Center toolbar and complete the feedback form. The title of the help topic you were viewing when you clicked the icon is automatically included with your feedback.

Comments

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