Electronic Signatures

Windchill products allow you to require electronic signatures on workflow activities to authenticate the activity.

Setting Up for Electronic Signatures

If the eSignatures are in an LDAP directory that has already been established for Windchill, there is no additional setup required. If the LDAP directory is not used with Windchill, see the PTC Windchill Installation and Configuration Guide for information about creating a JNDI adapter entry and repository description. You must identify the directory in the wt.org.electronicIdentity.authenticationService property.

From a windchill shell, execute the following commands:

•To display the current value of the property:

xconfmanager -d wt.org.electronicIdentity.authenticationService

•Specify the existing and new value (append new value to the existing property value). You can specify one or more JNDI adapter Service Names. Use a comma to separate the adapter names. See the xconfmanager guidelines for specifying multiple property and property value combinations:

xconfmanager -s wt.org.electronicIdentity.authenticationService=

<JNDIadapter service name(s)> -t <Windchill>/codebase/

wt.properties -p

Where <Windchill> is the location where Windchill is installed.

•The parameter wt.org.electronicIdentification.class can be set to determine the authentication required. The parameter can be set as follows:

○wt.org.electronicIdentity.engines.LDAPPasswordSignatureEngine – this signature engine only requires a password to be supplied. It verifies that the password belongs to the currently logged in user.

○wt.org.electronicIdentity.engines.LDAPFDACompliantSignatureEngine – this signature engine requires both a user name and a password field to be entered, in compliance with FDA rule 21 CFR part 11 section 11.2. It verifies that the user name and password belong to the currently logged in user.

Requiring Electronic Signatures in a Workflow

To require electronic signatures, perform the following steps:

1.Use the Workflow Template Administration utility to make an electronic signature required for a particular activity. When you create or edit a process template, the process window appears.

Understanding Workflow

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2.If you double-click the activity, or right-click the activity and select Properties, a properties window appears. In this window, select the Activity tab.

3.Select the Signing Required checkbox to require an electronic signature at this point in the process.

388	PTC Windchill® Basic Administration Guide