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What’s the Coolest thing I did in Windchill 9.1? (Tues, 3:15-5:00 PM & Wed, 12:30-1:30 PM)

What’s the Coolest thing I did in Windchill 9.1? (Tues, 3:15-5:00 PM & Wed, 12:30-1:30 PM). Goal: TC Members will share information on how their company has used Configuration and Customization to successfully set-up their Windchill application.

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What’s the Coolest thing I did in Windchill 9.1? (Tues, 3:15-5:00 PM & Wed, 12:30-1:30 PM)

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  1. What’s the Coolest thing I did in Windchill 9.1? (Tues, 3:15-5:00 PM & Wed, 12:30-1:30 PM) Goal: TC Members will share information on how their company has used Configuration and Customization to successfully set-up their Windchill application. All attendees will present two pieces of functionality their company has developed that has been a success. You will have 5 – 7 minutes to present: One Configuration One Customization Homework: Create slides using template provided in ProjectLink Save slides to ProjectLink by end of day January 23rd ProjectLink folder: PTCUser Technical Committees / TC’s /TC – Windchill Solutions / Meetings / 2011 January TC Meetings / What’s the Coolest thing I did in Windchill 9.1?

  2. Coolest Configuration: Windchill NameCompany Name: Psion Teklogix Inc. Presenter Name: Patrick Chin Windchill Name History & Download Complete Product Structure Information including all Document Packages • Requirements by Patrick Chin • Customizations Perform by Najanaja.com • Implemented: Psion Teklogix Inc.

  3. Coolest Configuration: Windchill Name HistoryCompany Name: Psion Teklogix Inc. Presenter Name: Patrick Chin • New Refined Solution • Windchill Name with history with Windchill Name pointing to IBA via OOTB Custom Data Utility • Windchill Name not a required field for EPMs prior to check in. • If name is null, Windchill name is set to number • If object is renamed, all past revisions history is kept • All history tables and search tables have the correct value of Name per iteration • Name title on the information page of the object at every iteration the correct historical value • If object is only renumbered, Windchill name history remains. Should only be performed prior to the first release. Objects are not allowed to be renumbered if there is additional revisions. • Direct mapping between Windchill Name and ProE Workspace PTC_COMMON_NAME with history. WTPart and EPMDocument Name can be in sync with history. WTPart Structure can look identical to Pro/E BOM drawings. Summary • OOTB • Windchill Name has no history • Windchill Name model on WTObject Master • Windchill Name a required field • If object is renamed, all past revisions of the object are reset with the new name • Workaround is to use the Save As history • Name title on the information page of the object at every iteration will only show one value which is WTObject Master Name • If object is only renumbered, Windchill name remains the same

  4. Coolest Configuration: Windchill Name HistoryCompany Name: Psion Teklogix Inc. Presenter Name: Patrick Chin Results • Seamless Solution • Looks like part of OOTB Architecture • All objects with history have the same result: • WTDocument • EPMDocument • ECN • All Windchill tables show the respective iteration value without changing the tables • Search • Folder • History • HTML Structure • Additional Reports

  5. Coolest Configuration: Windchill Name HistoryCompany Name: Psion Teklogix Inc. Presenter Name: Patrick Chin Results • Seamless Solution • Looks like part of OOTB Architecture • All objects with history have the same result: • WTDocument • EPMDocument • ECN • All Windchill tables show the respective iteration value without changing the tables • Search • Folder • History • HTML Structure • Additional Reports

  6. Coolest Configuration: Windchill Name HistoryCompany Name: Psion Teklogix Inc. Presenter Name: Patrick Chin Result of this Solution – Workspace View • Further improves the uniquenss solution with standard Windchill OOTB table views

  7. Coolest Configuration: Windchill Name HistoryCompany Name: Psion Teklogix Inc. Presenter Name: Patrick Chin Result of this Solution – Context Folder View • Further improves the uniquenss solution with standard Windchill OOTB table views

  8. Coolest Configuration: Windchill Name HistoryCompany Name: Psion Teklogix Inc. Presenter Name: Patrick Chin Results Continued

  9. Coolest Configuration: Windchill Name HistoryCompany Name: Psion Teklogix Inc. Presenter Name: Patrick Chin Preference Changes Required For Documents

  10. Coolest Configuration: Windchill Name HistoryCompany Name: Psion Teklogix Inc. Presenter Name: Patrick Chin Site Preferences Changes - Windchill Workgroup Manager

  11. Coolest Configuration: Windchill Name HistoryCompany Name: Psion Teklogix Inc. Presenter Name: Patrick Chin Updating Table Views in Windchill Workgroup Manager • Adding the appropriate OOTB attribute File Name to represent File Name

  12. Coolest Configuration: Windchill Name HistoryCompany Name: Psion Teklogix Inc. Presenter Name: Patrick Chin Updating Table Folder Views in Contexts (Products, Projects & Libraries) • Adding the appropriate OOTB attribute File Name to represent File Name

  13. Coolest Customization: Download Complete Product Structure Information including all Document PackagesCompany Name: Psion Teklogix Inc. Presenter Name: Patrick Chin Requirements and Solution • To be able to generate an exportable package based on the product structure, associated EPM documents including drawings and referenced WTDocuments. • Based on configurations of WTPart and EPMDocument of “As Stored “ and “Latest Iteration” • All associated MCAD and Arbortext including drawings into respective folder (ProE, CATIA, UG, Arbortex) • Have a folder for each part containing it’s referenced WTDocuments. • For actively associated ECAD EPM Documents, a ECAD sub folder in the WTPart folder will contain the zip files of the ECAD project, PCA, components, etc from the contents of the ECAD EPMDocuments • Both actions and custom action list per details information page of the WTPart and EPMDocument • If it is a EPMDocument type drawing, the download configuration will be required • Based on ACL of User’s request to all objects in the collector • Does not require workspace or native CAD application to gather or download the required content. • The extract is based on the user’s access controls for all objects and content. • WTDocuments primary content are reidentified with number_rev_objectID.<native file extension>/zip • For WTDocument with secondary content, the primary and secondary are zipped as a package. • WTDocuments and EPMDocument Effectivity

  14. Coolest Customization: Download Complete Product Structure Information including all Document PackagesCompany Name: Psion Teklogix Inc. Presenter Name: Patrick Chin

  15. Coolest Customization: Download Complete Product Structure Information including all Document PackagesCompany Name: Psion Teklogix Inc. Presenter Name: Patrick Chin Example of the zipped package • Reference WTDocuments • WTPart Folders with REV • ProE Folder

  16. Coolest Customization: Download Complete Product Structure Information including all Document PackagesCompany Name: Psion Teklogix Inc. Presenter Name: Patrick Chin Not Released Functionality • Packages Based on ECN released baselines • Packages Based on Effectivity including WTDocument and EPMDocument Effectivity set by ECN

  17. Coolest Configurations & Customizations if you want to see more: Company Name: Psion Teklogix Inc. Presenter Name: Patrick Chin In Production • Multi-level WTPart Report based on different configurations with tab-delimited export • As Stored, Latest Iteration, Latest, Latest Released, Effectivity • 2 Methods of Multi-Level BOM Compare • MFG Point of View • Overall Point of View • Assignment Table to include principal object number and type columns which are searchable • used a combination of OOTB data utility and some custom code to find the associated object • Looks and feels completely OOTB with the full functionality of find in table, export, etc. • Gone as far as place it as part of the ECN report from top level to dive down to all children with assignees of task. • Setup Participants with the look and feel of Team Table (now implemented in Windchill 10. • Change Management – according to best industry practice.

  18. Coolest Configurations & Customizations: Multi-level BOM Report and Export to TSVCompany Name:Psion Teklogix Inc. Presenter Name: Patrick Chin • Multi-level WTPart Report based on different configurations with tab-delimited export • As Stored, Latest Iteration, Latest Version • Latest Released and Effectivity not show but available

  19. Coolest Configurations & Customizations: Multi-level BOM Report and Export to TSVCompany Name:Psion Teklogix Inc. Presenter Name: Patrick Chin • Multi-level WTPart Report based on different configurations with tab-delimited export • As Stored, Latest Iteration, Latest Version • Latest Released and Effectivity not show but available

  20. Coolest Configurations & Customizations: Multi-level BOM ComparisonCompany Name:Psion Teklogix Inc. Presenter Name: Patrick Chin • Multi-level WTPart Report based on different configurations with tab-delimited export • As Stored, Latest Iteration, Latest, Latest Released, Effectivity • Can compare the previous multi-level export of BOM if desired

  21. Coolest Configurations & Customizations: Multi-level BOM Comparison – MFG Point of ViewCompany Name:Psion Teklogix Inc. Presenter Name: Patrick Chin • Separate major column sections: added, modified, removed

  22. Coolest Configurations & Customizations: Multi-level BOM Comparison – Single Structure ViewCompany Name:Psion Teklogix Inc. Presenter Name: Patrick Chin • Overall BOM structure with columns and strikeouts of modified, deleted, added, etc.

  23. Coolest Configurations & Customizations: Assignment Table with Principle Object Type and NumberCompany Name:Psion Teklogix Inc. Presenter Name: Patrick Chin • All Context Assignment Tables View now have the columns of principle object type and number

  24. Coolest Configurations & Customizations: Assignment Table with Principle Object Type and NumberCompany Name:Psion Teklogix Inc. Presenter Name: Patrick Chin • Refined Seamless Solution maintaining discrete attribute values • All OOTB functionality of Find in List, Export

  25. Coolest Configurations & Customizations: Setup ParticipantsCompany Name:Psion Teklogix Inc. Presenter Name: Patrick Chin • Refined Seamless Solution maintaining the look and feel of standard Team Table • The current OOTB functionality for 9.0 and 9.1 is not useable if you have many users, with constantly scrolling up and down. • This is now the functionality of Windchill 10!

  26. Object Type Lifecycle Process & States Slide Show Change Request Option Start A Effectivity ECN Option Start B Change Activity/Task Resulting Objects AffectedObjects

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