Windchill Service Information Manager Curriculum Guide

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1 Windchill Service Information Manager 10.2 Curriculum Guide

2 Live Classroom Curriculum Guide Introduction to Windchill Service Information Manager 10.2 Building Information Structures with Windchill Service Information Manager 10.2 Building Publication Structures with Windchill Service Information Manager 10.2 Configuring Parts Lists with Windchill Service Parts 10.2 Business Administration of Windchill Service Information Manager 10.2 Workflow Administration of Windchill 10.2 System Administration of Windchill 10.2

3 Introduction to Windchill Service Information Manager 10.2 Overview Course Code Course Length TRN-4420-T 1 Day In this course, you will learn how to complete basic functions to navigate and view information within Windchill Service Information Manager. You will also learn how to access and navigate the Windchill Service Information Manager environment, view product information, manage assigned tasks, and perform basic work management functions. After completing this course, you will be able to complete basic Windchill Service Information Manager tasks and activities, as well as have a better understanding of how to use the Windchill Service Information Manager system. At the end of each module, you will complete a set of review questions to reinforce critical topics from that module. At the end of the course, you will complete a course assessment in Pro/FICIENCY intended to evaluate your understanding of the course as a whole. Course Objectives Understand the Windchill Service Information Manager environment and terminology Locate product information View product information Use Windchill Service Information Manager tools to manage your work Participate in Windchill Service Information Manager processes

4 Prerequisites Basic browser and Web navigation skills Audience This course is intended for those who need to access the Windchill Service Information Manager system to view information, perform system tasks, or use product information when making business decisions. People in related roles will also benefit from taking this course.

5 Agenda Day 1 Module 1 Introduction to the Windchill Environment Module 2 Locating Information Module 3 Viewing Information Module 4 Creating Documents and Links Module 5 Modifying and Managing Documents Module 6 Managing Your Work Module 7 Communication and Collaboration Module 8 Participating in Processes Module 9 Performing Common Tasks

6 Course Content Module 1. Introduction to the Windchill Environment i. Windchill Environment ii. Introduction to Windchill Service Information Manager iii. Data Management Objects iv. Storage Locations v. Iteration and Revision Controls vi. Process Controls vii. Access Controls viii. Collaboration Features ix. Logging On to Windchill x. Understanding the Windchill User Interface xi. Using the Home Page xii. Using Quick Links xiii. Using the Navigator xiv. Using the Breadcrumb Trail xv. Navigating Products and Libraries xvi. Accessing the Information and Publication Structure Editors xvii. Accessing Help Module 2. Locating Information i. Locating Information ii. Using Simple Search iii. Using Advanced Search iv. Saving Searches v. Managing Searches vi. Browsing vii. Using Mini Information Pages Module 3. Viewing Information i. Using Windchill Tables ii. Working with Table Columns iii. Managing Windchill Table Views iv. New View: Set Name v. New View: Choose Object Types vi. New View: Set Filters vii. New View: Set Column Display viii. New View: Set Sorting ix. Understanding Information Pages x. Customizing Information Pages

7 xi. xii. xiii. xiv. xv. xvi. xvii. xviii. xix. xx. xxi. xxii. Viewing Structure Understanding Object Capabilities Information Structures Information Groups Content Holders Publication Structures Publication Sections Table of Contents Indices Content Holders Document Capabilities Dynamic Document Capabilities Module 4. Creating Documents and Links i. Document Capabilities ii. Creating Documents and Links iii. New Document: Set Attributes Type iv. New Document: Set Attributes Template v. New Document: Set Attributes (Primary Content) vi. New Document: Set Attributes (Attributes) vii. New Document: Set Attachments viii. New Multiple Documents ix. Creating Links x. Document Preferences xi. Attachment Preferences Module 5. Modifying and Managing Documents i. Overview of Modifying Documents ii. Modifying Documents Check Out iii. Modifying Documents Edit iv. Modifying Documents Check In v. Modifying Documents Undo Checkout vi. Modifying Documents Replace Content vii. Modifying Documents Revise viii. Adding Documents to Baselines Module 6. Managing Your Work i. Managing Your Work ii. Managing Tasks iii. Managing Recently Modified Objects

8 iv. Managing Checked Out Objects v. Managing the Notebook vi. Managing Subscriptions vii. Creating Subscriptions viii. Generating Reports Module 7. Communication and Collaboration i. Introduction to Communication Mechanisms ii. ing Team Members iii. ing a Page iv. Holding Discussions v. Holding Meetings vi. Scheduling Meetings Module 8. Participating in Processes i. Promotion Requests ii. Viewing Promotion Requests iii. Creating Promotion Requests iv. Participating in Processes v. Completing Tasks vi. Completing Promotion Tasks vii. Viewing Processes viii. Completing Tasks ix. Completing Promotion Tasks x. Viewing Processes xi. Reassigning Workflow Tasks xii. Managing Your Calendar Module 9. Performing Common Tasks i. Preference Manager ii. Editing Multiple Objects iii. Moving Objects iv. Deleting Objects v. The Save As Feature vi. The Rename Feature vii. The Set State Feature viii. Using the Windchill Clipboard ix. Managing Folders x. Event Manager xi. Software Downloads

9 Building Information Structures with Windchill Service Information Manager 10.2 Overview Course Code Course Length TRN-4425-T 1 Day In this course, you will learn basic Service Information Manager concepts, such as which Information Manager Business objects are used, and how to access and navigate the Information Structure Editor. You will also learn about content holders, information groups, options, choices, rules, and filters. After completing this course, you will be able to create, manage, and use information structures within Windchill Service Information Manager. At the end of each module, you will complete a set of review questions to reinforce critical topics from that module. At the end of the course, you will complete a course assessment in Pro/FICIENCY intended to evaluate your understanding of the course as a whole. Course Objectives Define information structure business objects Understand how information is managed in information structures Understand Service Information Manager preferences Access the Information Structure Editor Navigate the Information Structure Editor Identify the different content holder objects Assign existing item choices Add content to groups Use related applications to add information structure content Understand groups and nested groups Insert new groups Search for and reuse existing groups Use the Find in Structure option Reuse item choices on groups Understand attributes and applicability rules Create options and choices Create and use include, exclude, and enable rules

10 Add option pool choices to option sets Apply applicability rules at various levels Understand attribute and option filters Create filters Edit filters Access filter properties Use include and exclude rules with option filters Create a new information structure Reuse existing information structures Create Master and Primary information structures

11 Prerequisites Introduction to Windchill PDMLink 10.2 for Heavy Users Audience This course is intended for anyone who will be creating, managing, and using information structures within Windchill Service Information Manager. Anyone evaluating Windchill Service Information Manager will also benefit from this course.

12 Agenda Day 1 Module 1 Getting Started with the Information Structure Editor Module 2 Working with Group Content Objects Module 3 Working with Groups Module 4 Managing Options, Choices, and Rules Module 5 Working with Filters Module 6 Creating New Information Structures

13 Course Content Module 1. Getting Started with the Information Structure Editor i. Introduction to Windchill Service Information Manager ii. Understanding the Information Structure View iii. Defining Information Structure Business Objects iv. Managing Information in the Information Structure v. Service Information Manager Preferences vi. Accessing the Information Structure Editor vii. Navigating the Information Structure Editor Module 2. Working with Group Content Objects i. Viewing Information Structure Content Holder Objects ii. Viewing Information Structure Content Holder Item Choices iii. Adding Content to Information Structures iv. Information Structure Product Integrations v. Editing Group Content vi. Removing Group Content vii. Revising Group Content viii. Comparing Content Objects ix. Opening Content Objects in Related Applications Module 3. Working with Groups i. Understanding Groups ii. Understanding Nested Groups iii. Adding Groups iv. Searching for Groups v. Using Find in Structure vi. Reusing Item Choices on Groups Module 4. Managing Options, Choices, and Rules i. Understanding Applicability Rules ii. Understanding Attributes iii. Using Options and Choices iv. Using Include and Exclude Rules v. Understanding Enable Rules vi. Understanding Applicability Rules Inheritance vii. Understanding Option Set Attributes viii. Creating an Option Set ix. Creating an Option Set Copy

14 Module 5. Working with Filters i. Creating a Filter ii. Viewing Filter Properties iii. Saving a Filter iv. Managing a Filter v. Filtering Content Holders Module 6. Creating New Information Structures i. Creating a New Information Structure ii. Saving an Information Structure as a New Structure iii. Creating a New Master Structure iv. Setting as Primary Information Structure

15 Building Publication Structures with Windchill Service Information Manager 10.2 Overview Course Code Course Length TRN-4426-T 1 Day In this course, you will learn basic Service Information Manager concepts, such as which Publication Structure Business objects are used and how to access and navigate the Publication Structure Editor. You will learn how to create and add content to publication structures; reuse, modify, and publish publication structures; create, manage, and apply options and choices to manage product variation; and create options sets and option pools. Finally, you will learn how to create, manage, and use publication structure filters. After completing this course, you will be able to create, manage, and use publication structures within Windchill Service Information Manager. At the end of each module, you will complete a set of review questions to reinforce critical topics from that module. At the end of the course, you will complete a course assessment in Pro/FICIENCY intended to evaluate your understanding of the course as a whole. Course Objectives Define Publication Structure business objects Describe how information and business objects are managed in Publication Structures Access the Publication Structure Editor Navigate and recognize user interface components of the Publication Structure Editor Create a new Publication Structure from the Create New Publication Structure window Create a new Publication Structure from an existing Publication Structure, or from the hierarchy of an existing Publication Structure Add content to a Publication Structure Modify the hierarchy of a Publication Structure Replace Publication Structure content with a local copy and save a Publication Structure object as a new object Work with and edit Publication Structure attributes Rearrange and remove Publication Structure objects from a Publication Structure

16 Assign Item Choices to Publication Structure objects Generate a Publication Structure translation document and publish a representation Understand attributes and applicability rules Create options and choices Create and use include, exclude, and enable rules Add option pool choices to option sets Apply applicability rules at various levels Understand attribute and option filters Create and edit filters Access filter properties Use include and exclude rules with option filters Prerequisites Introduction to Windchill PDMLink 10.2 for Heavy Users Audience This course is intended for anyone who creates, manages, and uses publication structures within Windchill Service Information Manager. Anyone evaluating Windchill Service Information Manager will also benefit from this course.

17 Agenda Day 1 Module 1 Getting Started with the Publication Structure Editor Module 2 Creating and Adding Content to Publication Structures Module 3 Reusing, Modifying, and Publishing Publication Structures Module 4 Managing Options, Choices and Rules Module 5 Working with Filters

18 Course Content Module 1. Getting Started with the Publication Structure Editor i. Introduction to Windchill Service Information Manager ii. Publication Structures iii. Publication Structure Business Objects iv. Managing Information in Publication Structures v. The Publication Structures Table vi. Publication Structure Information Page Tabs vii. Publication Structure Attributes viii. Accessing the Publication Structure Editor ix. Navigating the Publication Structure Editor Knowledge Check Questions Module 2. Creating and Adding Content to Publication Structures i. Creating a New Publication Structure ii. Generating an Information Structure from a Publication Structure iii. Saving an Existing Publication Structure as a New Publication Structure iv. Saving an Existing Publication Structure as a New Master Publication Structure v. Adding a Table of Contents to a Publication Structure vi. Adding an Index to a Publication Structure vii. Adding Content in an Information Structure to a Publication Structure viii. Adding Textual Content to a Publication Structure ix. Adding a Parts List Holder to a Publication Structure x. Adding a New Publication Structure Section to a Publication Structure xi. Adding Multiple New Publication Sections to a Publication Structure xii. Adding Existing Publication Sections and Publication Structures to a Publication Structure xiii. Replacing Publication Structure Content with a Local Copy xiv. Saving a Publication Structure Object as a New Object Knowledge Check Questions Module 3. Reusing, Modifying, and Publishing Publication Structures i. Searching for Content to Include in a Publication Structure ii. Using Find in a Publication Structure iii. Renaming Publication Structure Objects iv. Editing Publication Structure Attributes v. Removing Objects from a Publication Structure vi. Rearranging Objects in a Publication Structure vii. Opening Publication Structure Objects in a Windchill Integrated Editor viii. Defining Applicability for Publication Structure Objects ix. Generating a Translation Document for a Publication Structure x. Generating a Publication Structure Representation Knowledge Check Questions

19 Module 4. Managing Options, Choices and Rules i. Understanding Applicability Rules ii. Understanding Attributes iii. Using Options and Choices iv. Using Include and Exclude Rules v. Understanding Enable Rules vi. Understanding Applicability Rules Inheritance vii. Understanding Option Set Attributes viii. Creating an Option Set ix. Creating an Option Set Copy Knowledge Check Questions Module 5. Working with Filters i. Creating a Filter ii. Viewing Filter Properties iii. Saving a Filter iv. Managing a Filter v. Filtering Content Holders Knowledge Check Questions

20 Configuring Parts Lists with Windchill Service Parts 10.2 Overview Course Code Course Length TRN-4427-T 1 Day In this course, you will learn basic Service Parts concepts and learn how to access and navigate the Parts List Editor. You will also learn about Illustrated Parts Diagrams and Illustrated Parts Catalogs, as well as how to publish parts lists and add illustrations using Creo Illustrate. After completing this course, you will be able to create, manage, use, and publish parts lists within Windchill Service Parts. At the end of each module, you will complete a set of review questions to reinforce critical topics from that module. At the end of the course, you will complete a course assessment in Pro/FICIENCY intended to evaluate your understanding of the course as a whole. Course Objectives Understand Windchill Service Parts Define IPCs and IPDs Access and navigate the Service Product Structure Explorer Define different types of Bills of Materials Transform an Engineering Bill of Materials into a Service Bill of Materials Navigate an existing parts list Create a new parts list Search for and add an sbom Understand parts list item attributes Understand the Items tab Add parts list metadata Add parts list item applicability Update equivalent parts Reconcile part structures Create part illustrations View Engineering and Service Bill of Materials differences using Creo View View visualizations using the Parts List Editor Publish parts list representations

21 Prerequisites Building Information Structures with Windchill Service Information Manager 10.2 Audience This course is intended for anyone who will be creating, managing, using, and publishing parts lists using Windchill Service Parts. Anyone evaluating Windchill Service Parts will also benefit from taking this course.

22 Agenda Day 1 Module 1 Getting Started with Windchill Service Parts 10.2 Module 2 Creating New Parts Lists Module 3 Navigating a Parts List Module 4 Viewing and Publishing Parts Lists

23 Course Content Module 1. Getting Started with Windchill Service Parts 10.2 i. Understanding Windchill Service Parts ii. Defining Illustrated Parts Catalogs iii. Defining Illustrated Parts Diagrams iv. Understanding the Parts Process Flow v. Understanding the Service Product Structure Explorer vi. The Service Product Structure Explorer Information Tab vii. The Service Product Structure Explorer Uses Tab viii. The Service Product Structure Explorer Replacements Tab ix. The Service Product Structure Explorer Part Selection Tab x. The Service Product Structure Explorer Where Used Tab xi. The Service Product Structure Explorer Equivalent Parts Tab xii. The Service Product Structure Explorer Documentation Tab xiii. Defining eboms, mboms, and sboms xiv. Transforming BOMs Knowledge Check Questions Module 2. Creating New Parts Lists i. Navigating the Parts List Editor ii. The Add Part Dialog Box iii. The Edit Filter Dialog Box iv. The Add Illustration Dialog Box v. Adding a New Parts List vi. Importing and Exporting Parts Lists vii. Generating a Parts List from sbom Parts viii. Searching for an sbom from the Parts List Editor ix. Adding an sbom from the Parts List Editor x. Understanding Parts List Item Attributes Knowledge Check Questions Module 3. Navigating a Parts List i. Understanding the Items Tab ii. Ordering the Parts List iii. Updating Equivalent Parts iv. Reconciling Selected Structures v. Creating a Part vi. Creating a Part (cont.) vii. Creating Illustrations Using Creo Illustrate viii. Understanding Parts List Item Applicability ix. Parts List Management in Relationship to Other Structures Knowledge Check Questions

24 Module 4. Viewing and Publishing Parts Lists i. Viewing ebom and sbom Differences in Creo View ii. Viewing Visualizations Using the Parts List Editor iii. Viewing Related Objects iv. Parts Lists and Publication Structures v. Publishing an Illustrated Parts Catalog Knowledge Check Questions

25 Business Administration of Windchill Service Information Manager 10.2 Overview Course Code Course Length TRN-4431-T 3 Days In this course, you will gain an understanding of basic Windchill Service Information Manager administration tasks. You will learn how to create user accounts and groups, as well as plan and create information management storage strategies. Other topics will include life cycles, workflows, teams, and configuring domain policies. You will also learn about Arbortext data administration and Windchill Service Information Manager configuration. These skills enable a business administrator to configure Windchill Service Information Manager to meet business needs. After completing this course, you will be well prepared to set up and manage a basic Windchill Service Information Manager implementation at your company. At the end of each module, you will complete a set of review questions to reinforce critical topics from that module. At the end of the course, you will complete a course assessment in Pro/FICIENCY intended to evaluate your understanding of the course as a whole. Course Objectives Understand the processes involved in defining your business environment Identify the use of a Windchill Organization Create an organization Create and manage user accounts and groups Identify best practices for managing organizations, groups, and user accounts Identify contexts and their relationships Assign product and library creators Create and manage product and library contexts Distinguish Windchill object names and their corresponding object type class names Create Global Attributes Add attributes to a Windchill Type Create a Windchill Type Identify and set object initialization rules

26 Implement custom versioning sequences Create and define life cycle and workflow templates Associate life cycle and workflow templates Understand the Windchill domain policy architecture Define access control policies Identify individual access control permissions Administer and troubleshoot access control lists Define notification policies Define indexing policies Use Context Teams to apply access control Use Context Teams and team templates to conduct workflow role resolution Create and manage document templates within product, library, and organization contexts Identify how to create CAD document templates Create product and library context templates Create, manage, and edit promotion preferences Identify the promotion review and approval processes Identify the pre-configured Windchill change management functions Access business metrics from Change Monitor reports Use ModelCHECK validation during check-in Administer administrator-saved searches Administer user profiles Administer Windchill views Administer calendar functions Administer organization preferences Identify the report manager functions Identify visualization publishing controls Identify purge manager functions Audit system events Administer Arbortext data Configure Windchill Service Information Manager

27 Prerequisites Introduction to Windchill Service Information Manager 10.2 Audience This course is intended for business administrators, system administrators, and project team leaders. Implementation team members, including user adoption team members and those with general Windchill Service Information Manager administration responsibilities, will also benefit from taking this course.

28 Agenda Day 1 Module 1 Introduction to Windchill Business Administration Module 2 Managing Participants Module 3 Managing Contexts Module 4 Managing Objects, Object Types, and Object Attributes Day 2 Module 5 Managing Object Type Behavior Module 6 Automating Processes Using Life Cycles and Workflows Module 7 Managing Domain Policies and Access Control Module 8 Managing Teams Day 3 Module 9 Managing Organization Templates Module 10 Implementing Promotion and Change Processes Module 11 Administrative Support Tools Module 12 Managing Document Bursting Module 13 Service Information Data Administration in Windchill 10.2

29 Course Content Module 1. Introduction to Windchill Business Administration i. Windchill PDMLink ii. Introduction to Windchill Service Information Manager iii. Windchill Architecture Server iv. Windchill Architecture Client v. Windchill Architecture Database vi. Windchill Architecture Optional Servers vii. Understanding Windchill Terminology viii. Understanding Primary Business Objects ix. Understanding Policies, Processes, and Participants x. Role of the Business Administrator xi. Planning a Windchill Implementation xii. Identifying the Data to be Managed xiii. Common Windchill Objects xiv. Managing Participants xv. Identifying a Data Storage Strategy xvi. Identifying Business Processes xvii. Identifying How Users Interact with Data xviii. Identifying a Notification Strategy Module 2. Managing Participants i. Participant Architecture ii. Identifying Windchill Users iii. Users and Groups iv. User Accounts v. Groups vi. User and Group Structure vii. Best Practices for Organizations, Users, and Groups viii. Introduction to Windchill Contexts ix. Administrative Navigation x. Creating a Windchill Organization Context xi. Creating Users and Groups xii. Creating User Accounts xiii. Troubleshooting User Accounts xiv. Creating Groups xv. Group Membership xvi. Managing Existing Participants xvii. Moving Users Between Organizations xviii. Updating User Account Information xix. Deleting a User Account Steps

30 xx. xxi. xxii. xxiii. xxiv. xxv. xxvi. xxvii. xxviii. Identify the Results of Deleting a User Business Process Implications of Deleting Users Workspace Implications of Deleting Users Running Process Implications of Deleting Users Deleting a User Account Deleting Groups Results of Deleting a Group Business Process Implications of Deleting Groups Deleting an Organization Module 3. Managing Contexts i. Understanding Contexts ii. Relationships Between Contexts iii. Identifying Locations for Storing Data iv. Windchill Product Characteristics v. Results of Creating a Product vi. Windchill Library Characteristics vii. Results of Creating a Library viii. Assigning Context Creators ix. Creating Products x. Creating Libraries xi. Using Folders xii. The Move Action xiii. Moving an Object Module 4. Managing Objects, Object Types, and Object Attributes i. Windchill Objects Review ii. Types of Attributes iii. Modeled Attributes iv. Standard and Global Attributes v. Calculated and Alias Attributes vi. Windchill Object Typing Capability vii. Creating Global Attributes viii. Extending and Subtyping Objects ix. Constraining Attributes x. Types of Constraints xi. Constraining Strings to a Set of Values xii. Conditional Constraints xiii. The Type and Attribute Manager Types xiv. The Type and Attribute Manager Enumerations xv. Adding Attributes to Types xvi. New Attribute Wizard Page 1

31 xvii. New Attribute Wizard Page 2 xviii. New Attribute Wizard Page 3 xix. Managing Attribute Constraints xx. Managing Attribute Visibility xxi. Creating Subtypes xxii. Managing Type Layouts xxiii. Inheriting Type Layouts xxiv. Creating Shared Tabs xxv. Localizing Types and Attributes xxvi. Windchill Link Typing Capability xxvii. Identifying Link Behavior xxviii. The Relationship Constraint Manager xxix. Creating a Relationship Constraint xxx. Measurement System Administration xxxi. Quantity of Measure Administration Module 5. Managing Object Type Behavior i. Object Initialization Rules ii. Object Initialization Rule Management iii. The Object Initialization Rules Table iv. Object Initialization Rule Example v. Life Cycle Association Rules vi. Team Template Association Rules vii. Object Numbering Scheme Rules viii. Custom Numbering Scheme Rules ix. Folder Path Rules x. Versioning Scheme Rules xi. Types of Harvard Versioning Schemes xii. File and State-Based Versioning xiii. File and State-Based Versioning (cont.) Module 6. Automating Processes Using Life Cycles and Workflows i. Identifying Business Processes ii. Assess Your Business Processes iii. Identifying Process Management Objects iv. Understanding Windchill Life Cycles v. Understanding Windchill Life Cycle Types vi. Defining Object Life Cycle Resolution vii. Creating a Life Cycle viii. Specifying Life Cycle Properties ix. Adding Life Cycle States x. Defining States

32 xi. xii. xiii. xiv. xv. xvi. xvii. xviii. xix. xx. xxi. xxii. xxiii. xxiv. xxv. xxvi. xxvii. xxviii. xxix. xxx. xxxi. xxxii. xxxiii. xxxiv. xxxv. xxxvi. xxxvii. xxxviii. xxxix. Identifying Life Cycle State Names Identifying a Version Series State-Based Versioning Example Understanding Transitions Defining Transitions Understanding Life Cycle Transition Types Understanding Life Cycle Transition Types Understanding Life Cycle Transition Types Understanding Life Cycle Transition Types Understanding Life Cycle Transition Types Transition Examples Defining Role Participation Defining Access Permissions using Life Cycles Selecting Workflow Templates Life Cycle and Workflow Template Relationships Life Cycle and Workflow Template Relationships Specifying Promotion Criteria Life Cycle Best Practices Defining Workflow Templates Defining Workflow Templates Defining Workflow Template Properties Understanding Assigned Activities Defining Assigned Activities Understanding Connectors and Terminals Using Links Setting Link Properties Simplifying Complex Processes Using Robots to Automate Tasks Creating a Workflow Template Module 7. Managing Domain Policies and Access Control i. Windchill Context Architecture ii. Cabinets iii. Administrative Domains iv. Defining Windchill Domain Architecture v. Defining Windchill User Domain Architecture vi. Defining Windchill System Domain Architecture vii. Defining Windchill Special Site Domain Architecture viii. Defining Windchill Data Domain Architecture ix. Defining Windchill Private Domain Architecture x. Defining Windchill Folder Domain Architecture xi. Domain Architecture in the Policy Administrator

33 xii. xiii. xiv. xv. xvi. xvii. xviii. xix. xx. xxi. xxii. xxiii. xxiv. xxv. xxvi. xxvii. xxviii. xxix. xxx. xxxi. xxxii. xxxiii. Security Labeled Objects Understanding Access Control Planning Access Control Strategies Defining Access Control Permissions Permissions Needed for Move Operations Permissions Needed for Set Life Cycle State Operations Permissions Needed for Change Identify Operations Permissions Needed for View/Download Content Operations Permissions Needed for Modify Content Operations Defining Access Control Policy Rules Access Control Permission Considerations Access Control Permission Considerations (cont.) Domain Access Control Permission Rules Best Practices for Applying Access Control Rules Ad-Hoc Access Control Checking Access Control Permissions Troubleshooting Access Control Issues Defining a Notification Policy Implementing a Notification Policy Troubleshooting Context-Based Notifications Defining an Indexing Policy Implementing an Indexing Policy Module 8. Managing Teams i. Team Management ii. Terminology Context Team iii. Terminology Shared Team iv. Terminology Team Template v. Terminology Team Instance vi. Terminology Context and Participant Groups vii. Terminology Context and Resource Bundle Roles viii. Context Teams ix. Context Team Architecture x. Context Team Architecture (cont.) xi. Context Team Architecture Example xii. Context Team Architecture Example (cont.) xiii. Context Team Architecture Example (cont.) xiv. Context Team Architecture Example (cont.) xv. Applying Access Control with Context Teams xvi. Access Control for Application Context Templates xvii. Best Practices for Using Context Teams for Access Control xviii. Shared Teams

34 xix. xx. xxi. xxii. xxiii. xxiv. xxv. xxvi. xxvii. xxviii. xxix. xxx. xxxi. xxxii. xxxiii. xxxiv. xxxv. xxxvi. xxxvii. xxxviii. xxxix. xl. Shared Teams Show Team Uses Query Using a Shared Team Role Resolution with Teams Understanding Role Resolution and Team Templates Understanding Role Resolution and Context Teams Understanding Role Resolution and Team Instances Team Instance Definition Team Instance Definition (cont.) Defining Object Team Template Resolution Creating Team Templates Proper Team Role Resolution Team Role Resolution Best Practices Product and Library Template Context Team Roles Guests Context Role Members Context Role Application Context Manager Role Change Administrator and Change Review Board Context Roles Promotion Approvers and Reviewers Context Roles Organization Roles Application Context Roles Custom Resource Bundle Roles Team Management Best Practices Module 9. Managing Organization Templates i. Windchill Templates ii. Context Templates iii. Template Access iv. Creating Document Templates v. Creating CAD Document Templates vi. Creating a Context Template vii. Out-of-the-Box Product and Library Templates viii. Organization Templates ix. Actions for Context Templates Module 10. Implementing Promotion and Change Processes i. Setting Up a Change Management Process ii. Windchill Change Management iii. Windchill Change Management Components iv. Windchill Change Objects v. Identifying Change Management Life Cycles vi. Identifying Change Management Workflow Templates vii. Problem Report Life Cycle

35 viii. Problem Report Workflow ix. Change Request Life Cycle x. Change Request Workflow xi. Change Notice Life Cycle xii. Change Notice Workflow xiii. Business Rules xiv. Implementing Business Rules Change Notice Conditionals xv. Implementing Business Rules Change Notice Code xvi. Implementing Business Rules Change Notice Activity xvii. Business Rule Sets xviii. Business Rules and Links xix. Creating and Editing Business Rules xx. Change Activity/Change Notice Task Life Cycle xxi. Change Activity/Change Notice Task Workflow xxii. Process and Life Cycle Relationships xxiii. Identifying Change Management Team Templates xxiv. Assigning Participants to Change Management Roles xxv. Configuring Change Management Preferences, Policies, and Rules xxvi. Configuring Change Management Preferences and Administration xxvii. Managing Promotion Preferences xxviii. Understanding the Promote Action in a Basic Life Cycle xxix. The Promotion Request Approval Process xxx. The Promotion Request Review Process xxxi. Managing Promotion Preference Processes xxxii. Creating a New Promotion Process Preference xxxiii. Changing a Promotion Preference Module 11. Administrative Support Tools i. Using ModelCHECK Validation During Check In ii. Administrator-Saved Searches iii. User Profiles iv. Windchill Views v. Configuring Custom Views vi. Calendar Management vii. Preference Management viii. Report Management ix. Report Manager Queries x. Visualization Publishing Tools xi. Visualization Configuration Administrator xii. Publish and Thumbnail Control xiii. WVS Job Monitor xiv. WVS Job Scheduler Administrator

36 xv. xvi. xvii. xviii. xix. Purge Manager Purge Manager Queries Security Auditing and Usage Reporting Usage Reporting Security Audit Reporting Module 12. Managing Document Bursting i. Arbortext Integration Configuration Files ii. Arbortext Integration Siteprefs.xml Configuration File iii. Arbortext Integration Userprefs.xml Configuration File iv. Arbortext Integration Logical ID v. Arbortext Integration Environment Variables vi. Document Bursting Overview vii. Document Bursting Overview Burst Configuration Files viii. Creating Burst Configuration Files ix. Completing Bursting Requirements Checklist x. Planning Your Bursting Strategy General Considerations xi. Planning Your Bursting Strategy xii. Specifying the Location of Your Burst Configuration Files xiii. System-wide and Type-specific Burst Configuration Files xiv. Setting Your System-wide Default Burst Configuration xv. Configuring System Default Values xvi. Configuring User Overrides xvii. Configuring Default Document Object Type xviii. Configuring Default Graphic Object Type xix. Configuring Default Object Locations xx. Configuring Default Graphic Object Locations xxi. Configuring Default Naming Rules xxii. Configuring Default Naming Rules Rule Parameter Values xxiii. Configuring Default Naming Rules Using Expressions xxiv. Setting a Type-specific Burst Configuration xxv. Configuring Type-specific Document Object Boundaries xxvi. Configuring Element-name-based Object Boundaries xxvii. Configuring Element-attribute-based Object Boundaries xxviii. Configuring XPath Object Boundaries xxix. Configuring Type-specific Document Object Types xxx. Configuring Type-specific Naming Rules xxxi. Configuring Type-specific Naming Rules Rule Parameter Values xxxii. Configuring Type-specific Naming Rules Using Expressions xxxiii. Configuring Type-specific Object Locations xxxiv. Assigning Windchill Properties xxxv. Configuring Publishing Engine for WVS

37 Module 13. Service Information Data Administration in Windchill 10.2 i. Creating a Service Information Manager Product ii. Understanding Service Roles iii. Understanding Service Preferences iv. Autonumbering Service Soft Types v. Service Folder Defaults vi. Understanding the Service Information Manager Publishing Process vii. Installing the Arbortext Publishing Engine viii. Configuring the Service Information Manager Worker Agent ix. Configuring the Service Information Manager WVS Publish Rules x. Creating the Service Information Manager auth.properties File xi. Configuring the Arbortext Publishing Engine xii. Understanding the Worker Monitor xiii. Understanding the Service Application xiv. Publishing to PDF or Content Bundles

38 Workflow Administration of Windchill 10.2 Overview Course Code Course Length TRN-4339-T 2 Days In this course, you will learn about Windchill workflow features and how to design, configure, and test workflow processes. After completing this course, you will be able to plan and configure workflow automation features to support your company s business processes. At the end of each module, you will complete a set of review questions to reinforce critical topics from that module. At the end of the course, you will complete a course assessment in Pro/FICIENCY intended to evaluate your understanding of the course as a whole. Course Objectives Describe the business objects that control and define the Windchill business process definition Identify the tools used to manage workflow templates Display, create, and modify workflow templates Determine the purpose and function of a pre-written workflow process Initiate, track, and manage workflow processes Define and configure assigned activities Use connectors in workflow templates Use links in workflow templates Group workflow nodes into block processes Create references to other workflow templates using proxy processes Send notifications from a workflow process Check an object in or out automatically in a workflow process Move a Windchill object through its life cycle using workflow processes Create a time delay in a workflow process Launch an external application from a workflow process Execute a Java expression within a workflow process Synchronize a workflow process with a system event

39 Communicate with another server using a URL from a workflow process Configure basic and advanced life cycles Specify the workflows to be used in advanced life cycles Configure a promotion request Modify a workflow for use with promotion requests Use routing to reassign a life cycle in a project or program Create a life cycle and workflow for use with project routing Prerequisites Business Administration of Windchill PDMLink 10.2 Audience This course is intended for Windchill business administrators and application developers. People in related roles will also benefit from taking this course.

40 Agenda Day 1 Module 1 Using Workflow Tools Module 2 Defining Manual Tasks Day 2 Module 3 Controlling Process Flow Module 4 Simplifying Complex Templates Module 5 Automating Tasks Module 6 Using Workflow Templates

41 Course Content Module 1. Using Workflow Tools i. Workflow Use in the Windchill Product Lines ii. Identifying Process Management Objects iii. Workflow Management Tools iv. Workflow Administrators v. Accessing Workflow Template Administration vi. Using the Workflow Template Administrator vii. Displaying Workflow Templates viii. Creating Workflow Templates ix. Validating and Checking In Workflow Templates x. Modifying Workflow Templates xi. Exporting and Importing Workflow Templates xii. Workflow Creation Best Practices xiii. Understanding Workflow Processes xiv. Initiating a Process from a Workflow Template xv. Workflow Process States xvi. Searching for Workflow Processes xvii. Browsing to Workflow Processes xviii. Viewing Process Information xix. Managing Workflow Processes With the Process Manager xx. Managing Workflow Processes With the Workflow Process Administrator xxi. Determining the Status of a Process Node xxii. Administratively Manipulating Processes xxiii. Manipulating Process Nodes xxiv. Testing Workflow Templates Knowledge Check Questions Module 2. Defining Manual Tasks i. Defining Workflow Template Properties ii. Understanding Assigned Activities iii. Defining Assigned Activities iv. Defining General Properties v. Defining Activity Properties vi. Defining Instructions vii. Defining Participants viii. Best Practices for Defining Participants ix. Defining Deadlines x. Defining Global Workflow Variables xi. Defining Assigned Activity Variables xii. Creating Assigned Activity and Global Variables

42 xiii. Granting Additional Access xiv. Understanding Variable Scope xv. Defining Routing xvi. Defining Automatic Routing xvii. Defining Transition Conditions xviii. Defining Execution Options xix. Defining Role Setup xx. Defining Resource Pool Knowledge Check Questions Module 3. Controlling Process Flow i. Creating Complex Processes with Connectors and Links ii. Understanding Connectors and Terminals iii. Using Start, Ground, and End Connectors iv. Using And Connectors v. Using Or Connectors vi. Using Links vii. Setting Link Properties viii. Using Loop Links ix. Using Conditional Connectors x. Using Threshold Connectors Knowledge Check Questions Module 4. Simplifying Complex Templates i. Simplifying Complex Processes ii. Using Block Processes iii. Converting Nodes to a Block Process iv. Block Process Properties v. Using Proxy Processes vi. Proxy Process Properties: General vii. Proxy Process Properties: Deadline/Variable Mapping Knowledge Check Questions Module 5. Automating Tasks i. Using Robots to Automate Tasks ii. Using Method Robots iii. Using Method Robots to Mature Objects iv. Using Method Robots: Set State v. Using Method Robots: Submit vi. Using Method Robots: Promote/Demote/Deny/Drop vii. Using Notification Robots viii. Notification Robot Properties: General/Recipients ix. Notification Robot Properties: Message/Attachments

43 x. Notification Message xi. Checkpoint Robot xii. Using Method Robots: Check Out/Check In xiii. Using Timer Robots xiv. Using Application Robots xv. Using Synchronization Robots xvi. Synchronization Robot Properties xvii. Object Event Synchronization xviii. Class Event Synchronization xix. Expression Synchronization xx. Using Expression Robots xxi. Expression Robot Properties xxii. Using the URL Robot xxiii. URL Robot Error Handling Properties Knowledge Check Questions Module 6. Using Workflow Templates i. Understanding Windchill Life Cycles ii. Understanding Windchill Life Cycle Types iii. Using Workflows in Windchill iv. Life Cycle Association Rules v. Defining Object Life Cycle Resolution vi. Specifying Life Cycle Properties vii. Adding Life Cycle States viii. Defining States ix. Understanding Transitions x. Defining Transitions xi. Understanding Life Cycle Transition Types xii. Understanding Life Cycle Transition Types xiii. Understanding Life Cycle Transition Types xiv. Transition Examples xv. Defining Role Participation xvi. Defining Access Permissions using Life Cycles xvii. Selecting Workflow Templates xviii. Life Cycle and Workflow Template Relationships xix. Life Cycle and Workflow Template Relationships xx. Life Cycle Best Practices xxi. Managing Promotion Preferences xxii. Understanding the Promote Action in a Basic Life Cycle xxiii. The Promotion Request Approval Process xxiv. The Promotion Request Review Process xxv. Managing Promotion Preference Processes

44 xxvi. Creating a New Promotion Process Preference xxvii. Changing a Promotion Preference xxviii. Creating Workflow Templates for Promotion Requests xxix. Routing Objects in Projects and Programs xxx. Creating a Workflow Template for Routing xxxi. Creating a Life Cycle Template for Routing Knowledge Check Questions

45 System Administration of Windchill 10.2 Overview Course Code Course Length TRN-4340-T 3 Days In this course, you will gain an understanding of how to perform routine Windchill system administration tasks, including how to manage Windchill services and optimize Windchill components for performance. You will focus on daily, weekly, and monthly system maintenance tasks required by the Windchill system administrators. You will also learn how to install and configure Windchill system components and how to implement file vaulting and content replication. Other topics that will be reviewed include managing an Oracle database, troubleshooting background queues, controlling system backup procedures, and setting up the client environment. At the end of each module, you will complete a set of review questions to reinforce critical topics from that module. At the end of the course, you will complete a course assessment in Pro/FICIENCY intended to evaluate your understanding of the course as a whole. Note: Due to the subject matter of this class, simulated software is used for Windchill installation to provide an accurate, effective, and efficient training experience that could not otherwise be duplicated in a standard classroom environment. Course Objectives Understand Windchill architecture Install and configure Windchill solutions Start and stop Windchill components Manage Windchill configuration properties Implement file vaulting and content replication Tune Windchill components for performance Tune Windchill workflows for performance Manage background queues Manage Oracle database Manage system backups Manage Windchill system logs and alerts Monitor daily, weekly, and monthly administration tasks Configure browser and JAVA settings for clients

46 Prerequisites Familiarity with the Windchill PDMLink 10.1 or Windchill ProjectLink 10.1 user interface Familiarity with the Windows command prompt and the ability to form and execute basic SQL statements Audience This course is intended for System Administrators and Application Developers. People in related roles will also benefit from taking this course.

47 Agenda Day 1 Module 1 Introduction to the Windchill System Environment Module 2 Installing Windchill Components Module 3 Managing Windchill Services Module 4 Managing Windchill Properties Module 5 File Vaulting and Replication Overview Module 6 Implementing File Vaults Module 7 Implementing Content Replication Day 2 Module 8 Tuning Windchill Server Module 9 Managing Background Queues Module 10 Tuning Workflow Processes Module 11 Oracle Database Management Module 12 Windchill Backup and Recovery Day 3 Module 13 Managing Log Files and Alerts Module 14 System Monitoring Daily Tasks Module 15 System Monitoring Weekly Tasks Module 16 System Monitoring Monthly Tasks Module 17 Setting up the Client Environment

48 Course Content Module 1. Introduction to the Windchill System Environment i. Client Requirements ii. Windchill Architecture Server iii. Windchill Architecture Database iv. Windchill Architecture Windchill Server v. Windchill Architecture Database vi. Windchill Architecture Optional Servers vii. Role of the System Administrator viii. Understanding Windchill Contexts ix. Windchill Product Characteristics x. Windchill Library Characteristics xi. Using Folders xii. Data Management Objects xiii. Iteration and Revision Controls xiv. Access Controls xv. Process Controls xvi. Understanding the Windchill User Interface xvii. Using the Navigator xviii. Navigating Products and Libraries xix. Locating Information xx. Understanding Information Pages xxi. Accessing Help Module 2. Installing Windchill Components i. Windchill Software Matrices ii. Supported Virtualization Platforms iii. Sizing a Windchill System iv. Setting Application Name v. Software Downloads vi. Windchill Technical Documents vii. Windchill Required Components viii. Installing Oracle ix. Oracle Post Installation Activities x. The PTC Solution Installer (PSI) xi. Understanding Installation Types xii. Selecting the Database Size xiii. The Staging Area Options xiv. Installing Windchill Solution xv. Installing on Multiple Machines

49 xvi. Installing Optional Components Module 3. Managing Windchill Services i. Identifying Major Windchill Services ii. Starting/Stopping Apache Web Server iii. Starting/Stopping Windchill Directory Server iv. Starting/Stopping Oracle v. Starting/Stopping Windchill vi. Running Apache as a Windows Service vii. Windchill Directory Server Control Panel viii. Running Windchill Directory Server as a Service ix. Running Windchill as a Windows Service x. Automating Windchill Startup xi. Automating Windchill Shutdown Module 4. Managing Windchill Properties i. System Administration Utilities ii. The Windchill Command iii. The Windchill Shell iv. Windchill Configuration Properties Files v. The site.xconf File vi. The JMX Clients vii. Using JConsole to Modify Property Values viii. The xconfmanager Utility ix. The xconfmanager: Options x. The xconfmanager: Example xi. The xconfmanager: Validate Changes xii. Properties Managed by the Windchill Configuration Assistant xiii. Creating a Custom XCONF File Module 5. File Vaulting and Replication Overview i. File Vaulting ii. File Storage Options iii. Local File Vaulting Architecture iv. Content Replication v. Content Replication Architecture vi. Windchill File Servers vii. Centrally Vaulted Content viii. Remotely and Centrally Vaulted Content ix. File Vaulting Strategies

50 x. Types of File Vaults xi. Checking an Object into a Windchill Main Server xii. Requesting Objects That Have Not Yet Been Replicated xiii. Requesting Objects from File Servers That Are Not Preferred xiv. Server to Server Replication xv. Content Synchronization and Replication xvi. Local Replication for File Servers Module 6. Implementing File Vaults i. Planning External File Storage ii. Multiple Vaults Configuration iii. Vaulting Rules iv. Single Vault Configuration v. Forcing Contents to a Single Vault Implications vi. Single Vault vs. Multi Vault Configuration vii. Vaults with Automatic Folder Creation viii. The Central Cache Vault ix. Setting Up External Storage x. Managing Revaulting xi. Maintaining Vaults xii. Changing the Location of Files in Vaults xiii. The Default System Target Vault Module 7. Implementing Content Replication i. Installing the File Server Requirements ii. Enabling Remote File Server Support iii. Generating the Security Key iv. Using the File Server Management Utility v. Registering the File Server vi. Configuring Replica Vaults vii. Creating Replication Rules viii. Creating Replication Schedules ix. Replication Performance and Scalability x. Replication and Visualization Service xi. Setting the Preferred File Server xii. User-Initiated Replication Module 8. Tuning Windchill Server i. Windchill Server Tuning Objectives ii. Monolithic Windchill Configuration

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