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Windchill Document Management Best Practices

Windchill Document Management Best Practices. Scott Morris. Windchill Product Management. Anaheim – June 2013. Windchill Document Management. Agenda. Overview Windchill Document Management Windchill Desktop Integration Tips-n-Tricks Windchill Desktop Integration Hurdles Publishing

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Windchill Document Management Best Practices

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  1. Windchill Document Management Best Practices Scott Morris Windchill Product Management Anaheim – June 2013

  2. Windchill Document Management Agenda • Overview • Windchill Document Management • Windchill Desktop Integration • Tips-n-Tricks • Windchill Desktop Integration Hurdles • Publishing • Multi-doc Download • Preferences • Save As • What’s New in Windchill 10.2 • Windchill Desktop Integration • Windows Explorer • Microsoft Office • M010… PTC Live Global 2013 - Document Management Best Practice

  3. Windchill Document Management Overview PTC Live Global 2013 - Document Management Best Practice

  4. Windchill Document Management PTC Live Global 2013 - Document Management Best Practice

  5. Managing Documents in Windchill Client Windchill PTC Live Global 2013 - Document Management Best Practice

  6. Windchill Document Model In Windchill, a document can… Have properties and attributes Be lifecycle managed Name: TechSpec Created By: Albert Author Created: 12/01/2010 Last Modified: 05/14/2011 Modified By: Ed Engineer Customer:Prospect Inc. Have a structure Reference or describe parts Be used by Have primary content Be published and have markups Have attachments (secondary content) Uses Have history and versions A.1 A.2 B.1 Be automated Reference other documents PTC Live Global 2013 - Document Management Best Practice

  7. Organization – Choosing a Home • Libraries • Low collaboration, high distribution • Revision & Life Cycle Managed • SOPs, Quality Standards • Products • Best for product specific documents • Revision & Life Cycle Managed • Quality Records, Specifications • Projects • Creation, Collaboration, Sharing • Temporary storage • No Revision Controll PTC Live Global 2013 - Document Management Best Practice

  8. Standardization – Document Templates Cumulative Distribution Site Organization PRODUCT PROJECT LIBRARY TEMPLATES TEMPLATES TEMPLATES PTC Live Global 2013 - Document Management Best Practice

  9. Relationships - Document Structures • Defines parent-child relationships • Filters by latest or baseline versions • Makes it easy to collect or share PTC Live Global 2013 - Document Management Best Practice

  10. Relationships – Relationship Explorer Graphical Navigation of Document References PTC Live Global 2013 - Document Management Best Practice

  11. Windchill Desktop Integration (DTI) • Microsoft Office • 2003, 2007 & 2010 • Microsoft Windows • XP, Vista & 7 • Windows Explorer PTC Live Global 2013 - Document Management Best Practice

  12. Windchill Desktop Integration (DTI) Windows Explorer • Browse Windchill Folders • Open Documents • Rename Documents • Drag-n-Drop DownloadLocal Copies • Drag-n-Drop Check In • Windchill Info in Details View PTC Live Global 2013 - Document Management Best Practice

  13. Windchill Desktop Integration (DTI) Microsoft Office • Server Connectivity • File Actions • Document Actions • Refresh Properties • File, Open • Windchill Document • File, Save As PTC Live Global 2013 - Document Management Best Practice

  14. Windchill Desktop Integration (DTI) Installation & Configuration • Quick Links, Software Downloads, Accept, Choose Setup (32 or 64 bit) • Follow Installer Steps • Change Download Mechanism Preference • Quick Links, My Settings, Preferences • Attachments > File Download Mechanism • Windchill Desktop Integration • Navigate to a Document with Browser & Download • DTI will auto-configure based on download action • Installation, Distribution and Configuration • Come to Remote Client Configuration Management TC Session on Thursday @ 10:15 PTC Live Global 2013 - Document Management Best Practice

  15. Windchill Document Management (a couple) Tips-n-Tricks… PTC Live Global 2013 - Document Management Best Practice

  16. Tips-n-Tricks Topics • Windchill Desktop Integration Hurdles • Configuring Windchill to push PDF files as representations • Display preference for default # of contexts displayed for New Document • Download a Collection of Files • Using Document Structures • Using Folder Browser • Preferences • Using Save As to create a new document in Windchill w/DTI PTC Live Global 2013 - Document Management Best Practice

  17. Tips-n-Tricks Windchill Desktop Integration Implementation Hurdles • Client MOR must match server MOR • Installation, Distribution and Configuration • Come to Remote Client Configuration Management TC Session on Thursday @ 10:15 • Slides will be posted to the Windchill Solutions portal and PDS Project • Windchill Preference: File Download Mechanism • Must be enabled to allow DTI downloads • Identification and Validation of DTI Client Installation • Error: Preferred File Download Mechanism Is Not Available • CS108047 - Configuring Windchill PDMLink 10.1 to ignore the DTI installation check • Google Chrome • No solution available yet • 32 bit Internet Explorer on 64 bit OS • BAT file for REG modification available from Technical Support • Skip Check Altogether • Windchill Property - wt.doc.ignoreDTIInstallationCheckForAllBrowsers=true PTC Live Global 2013 - Document Management Best Practice

  18. Tips-n-Tricks Windchill Desktop Integration Implementation Hurdles • Cannot see latest documents in Windows Explorer? • F5 <or> Refresh • No magic here, Windows Explorer connected to a network source is like a browser and must be refreshed periodically • Controlling the Microsoft Office Checkout/Checkin Prompts • Patch available at 10.1 M040 • Stability • Monolithic configuration = in all MOR’s • Clustered configuration = in 10.1 M040+ • Cumulative patches • Available starting w/M020+ • Others? • Please start with PTC Technical Support • sm@ptc.com • Windchill PTC Community - http://communities.ptc.com/community/windchill • Windchill Solutions TC - http://www.ptcuser.org/ PTC Live Global 2013 - Document Management Best Practice

  19. Tips-n-Tricks Configuring Windchill to push PDF files as representations - CS36856 • How to automatically generate representation for the pre-converted files (such as DWG, DXF, PDF, PVZ, EDZ, JPG, TIF, BMP, etc.) as WTDocument • Unable to open the PDF file in Creo View after just granting read permission for WTDocument • Is it possible to generate the thumbnail for PDF, BMP, GIF as WTDocument • How to generate thumbnail for AutoCAD files when uploading it to Windchill as WTDocument • Is it possible to open the AutoCAD file as WTDocument in ProductViewwithout download privilege • Is it possible to generate the thumbnail for ProductViewformat file (such as PVZ, EDZ) when uploading it as WTDocument • Add following properties to wvs.properties:  • Use the xconfmanager command in a Windchill Shell • xconfmanager-t <WindchillHome>/codebase/wvs.properties -s "<setting>" –p • <WindchillHome> = Path to the Windchill Home folder • <setting>= Property and value pair from those listed below • For the no compressed files: • worker..xxx=DUMMY,preconverted=trueNotes: xxx is filename extension • Examples: • worker..DWG=DUMMY,preconverted=true • worker..TIF=DUMMY,preconverted=true • worker..BMP=DUMMY,preconverted=true • worker..PDF=DUMMY,preconverted=true • For the compressed files: • worker..xxx=DUMMY,type=zip,preconverted=trueNotes: xxx is filename extension • Example: • worker..PVZ=DUMMY,type=zip,preconverted=true • worker..EDZ=DUMMY,type=zip,preconverted=true • Clear the Tomcat and Info*enginecache and restart Windchill MethodServer PTC Live Global 2013 - Document Management Best Practice

  20. Tips-n-Tricks Display preference for default # of contexts displayed for New Document • Windchill Preference (user) • Display > Recently Visited Contexts List Size Per Type • Use in DTI • New Windchill Document (Office & Outlook) • Much easier to pick from the list of recent contexts than search PTC Live Global 2013 - Document Management Best Practice

  21. Tips-n-Tricks Using Document Structures to Download a Collection of Files PTC Live Global 2013 - Document Management Best Practice

  22. Tips-n-Tricks Using Document Structures to Download a Collection of Files PTC Live Global 2013 - Document Management Best Practice

  23. Tips-n-Tricks Using Folder Browser to Download a Collection of Files PTC Live Global 2013 - Document Management Best Practice

  24. Tips-n-Tricks Windchill Document Preferences • Check Out New Document from Template • Determine whether or not the new document should be checked out by the creator • Default contexts under Windchill Documents in Windows Explorer • Controls the list of default contexts Windows Explorer • Recently Accessed + Favorites • Recently Accessed • Document from Template Filename • Combination of the following modifiers • <templateFilename>, <name>, <number>, string • Ex. <templateFilename> - <name> - <number> • Document from Template Filename Length • Character count • Favorites • All PTC Live Global 2013 - Document Management Best Practice

  25. Tips-n-Tricks Windchill Document Preferences • Name Uniqueness Validation Types • Warn the User (check within the same folder) Default • Warn the User (check within the same context) • Force unique names within the same folder • Force unique names within the same context • Title Attribute • Yes/No to control display of Title attribute from Office • Windchill Desktop Integration Checkin Behavior (10.1_M030) • Yes (Default) • Include Edit Attributes Step • Two Step Checkin w/Attributes and Comments • No • Exclude Edit Attributes Step • Single Step Checkin w/Comments only PTC Live Global 2013 - Document Management Best Practice

  26. Tips-n-Tricks Using Save As to create a new document in Windchill w/DTI PTC Live Global 2013 - Document Management Best Practice

  27. Tips-n-Tricks How to configure date format displayed for Windchill attributes in Microsoft Office • Desired Formatting on Document • Created On: Monday, June 3 • Last Modified: 24-Jun-2013 • Insert DOCPROPERTY • Insert, QuickParts, Field, DocProperty • CreateTime & LastSavedTime • Configuration of DOCPROPERTY • Created On: { DOCPROPERTY CreateTime \@ "dddd, MMMM d“ } • Last Modified: { DOCPROPERTY LastSavedTime \@ "d-MMM-yyyy“ } PTC Live Global 2013 - Document Management Best Practice

  28. Tips-n-Tricks Field codes: Date field (from Microsoft) • Syntax • When you view the Date field code in your document, the syntax looks like this: • { DATE [ \@ "Date-Time Picture"] [Switches] } •  Note    A field code tells the field what to show. Field results are what is shown in the document after having evaluated the field code. To toggle between viewing the field code and the field code results, press Alt+F9. • Switches • \@ "Date-Time Picture" • Specifies a date format other than the default format. If you select a format in the Field dialog box, Word inserts a corresponding date-time picture switch. • To use a format that's not listed in the Field dialog box, click the Field Codes button and type the format switch directly in the Field codes box. • Examples • { DATE \@ "dddd, MMMM d" } displays Saturday, November 26 • { DATE \@ "h:mm am/pm, dddd, MMMM d" } displays 10:00 AM, Saturday, November 26 http://office.microsoft.com/en-us/word-help/field-codes-date-field-HP010260105.aspx PTC Live Global 2013 - Document Management Best Practice

  29. Windchill Document Management 10.2 PTC Live Global 2013 - Document Management Best Practice

  30. Windchill Document Management What’s New in Windchill Desktop Integration 10.2 PTC Live Global 2013 - Document Management Best Practice

  31. Windows Explorer Enhancements • Display Latest Revision of Documents • Configurable Details View • Search • Replace Content Action via Drag-n-Drop • Add Standard Windchill Actions to the RMB Context Menu • Compare Documents Action PTC Live Global 2013 - Document Management Best Practice

  32. Windows Explorer Enhancements Display Latest Revision of Documents • Controlled via Property • wt.doc.explorer.showLatestRevisions PTC Live Global 2013 - Document Management Best Practice

  33. Windows Explorer Enhancements Configure/Customize Detail View Columns in Windows Explorer • Set View for Contexts using Existing Windchill Folder Views • Default Details View PTC Live Global 2013 - Document Management Best Practice

  34. Windows Explorer Enhancements Configure/Customize Detail View Columns in Windows Explorer • Set View for Contexts using Existing Windchill Folder Views • Create new folder views in the browser UI PTC Live Global 2013 - Document Management Best Practice

  35. Windows Explorer Enhancements Configure/Customize Detail View Columns in Windows Explorer • Set View for Contexts using Existing Windchill Folder Views • Use folder views created in the browser in Windows Explorer • Supports Column display only at F000 (filter & sort under consideration for future MOR) PTC Live Global 2013 - Document Management Best Practice

  36. Windows Explorer Enhancements Search • Built in Name & Number Search • Supports Full Index Search • Initiated from • Context • Container • Folder PTC Live Global 2013 - Document Management Best Practice

  37. Windows Explorer Enhancements Replace Content via Drag-n-Drop in Windows Explorer PTC Live Global 2013 - Document Management Best Practice

  38. Windows Explorer Enhancements Add Standard Windchill Actions to the RMB Context Menu • Open • View Info • Check In • Check Out • Checkout & Download • Checkout & Edit • Undo Checkout • Edit • Revise • Rename • Set State • Delete • Reassign Life Cycles • New Promotion Request PTC Live Global 2013 - Document Management Best Practice

  39. Windows Explorer Enhancements Standard Windchill Actions NOT Supported in the RMB Context Menu • Future MOR • Route • Manage Security • Subscribe • Move • Export • Cut, Copy, Paste • Edit Multiple • Open File Location • No Plans to Implement • Create • Sandbox Actions • Add To • Open In • WS Actions PTC Live Global 2013 - Document Management Best Practice

  40. Windows Explorer Enhancements Add Standard Windchill Actions to the RMB Context Menu >> • Open • View Info • Check In • Check Out • Checkout & Download • Checkout & Edit • Undo Checkout • Edit • Revise • Rename • Set State • Delete • Reassign Life Cycles • New Promotion Request PTC Live Global 2013 - Document Management Best Practice

  41. Windows Explorer Enhancements Add Standard Windchill Actions to the RMB Context Menu >> • Open • View Info • Check In • Check Out • Checkout & Download • Checkout & Edit • Undo Checkout • Edit • Revise • Rename • Set State • Delete • Reassign Life Cycles • New Promotion Request PTC Live Global 2013 - Document Management Best Practice

  42. Windows Explorer Enhancements Add Standard Windchill Actions to the RMB Context Menu >> • Open • View Info • Check In • Check Out • Checkout & Download • Checkout & Edit • Undo Checkout • Edit • Revise • Rename • Set State • Delete • Reassign Life Cycles • New Promotion Request PTC Live Global 2013 - Document Management Best Practice

  43. Windows Explorer Enhancements Add Standard Windchill Actions to the RMB Context Menu Primary Content is opened directly if File Download Behavior is set to Open in Application >> • Open • View Info • Check In • Check Out • Checkout & Download • Checkout & Edit • Undo Checkout • Edit • Revise • Rename • Set State • Delete • Reassign Life Cycles • New Promotion Request PTC Live Global 2013 - Document Management Best Practice

  44. Windows Explorer Enhancements Add Standard Windchill Actions to the RMB Context Menu >> • Open • View Info • Check In • Check Out • Checkout & Download • Checkout & Edit • Undo Checkout • Edit • Revise • Rename • Set State • Delete • Reassign Life Cycles • New Promotion Request PTC Live Global 2013 - Document Management Best Practice

  45. Windows Explorer Enhancements Add Standard Windchill Actions to the RMB Context Menu >> • Open • View Info • Check In • Check Out • Checkout & Download • Checkout & Edit • Undo Checkout • Edit • Revise • Rename • Set State • Delete • Reassign Life Cycles • New Promotion Request PTC Live Global 2013 - Document Management Best Practice

  46. Windows Explorer Enhancements Add Standard Windchill Actions to the RMB Context Menu >> • Open • View Info • Check In • Check Out • Checkout & Download • Checkout & Edit • Undo Checkout • Edit • Revise • Rename • Set State • Delete • Reassign Life Cycles • New Promotion Request PTC Live Global 2013 - Document Management Best Practice

  47. Windows Explorer Enhancements Add Standard Windchill Actions to the RMB Context Menu >> • Open • View Info • Check In • Check Out • Checkout & Download • Checkout & Edit • Undo Checkout • Edit • Revise • Rename • Set State • Delete • Reassign Life Cycles • New Promotion Request PTC Live Global 2013 - Document Management Best Practice

  48. Windows Explorer Enhancements Add Standard Windchill Actions to the RMB Context Menu >> • Open • View Info • Check In • Check Out • Checkout & Download • Checkout & Edit • Undo Checkout • Edit • Revise • Rename • Set State • Delete • Reassign Life Cycles • New Promotion Request PTC Live Global 2013 - Document Management Best Practice

  49. Windows Explorer Enhancements Add Standard Windchill Actions to the RMB Context Menu >> • Open • View Info • Check In • Check Out • Checkout & Download • Checkout & Edit • Undo Checkout • Edit • Revise • Rename • Set State • Delete • Reassign Life Cycles • New Promotion Request PTC Live Global 2013 - Document Management Best Practice

  50. Windows Explorer Enhancements Add Standard Windchill Actions to the RMB Context Menu >> • Open • View Info • Check In • Check Out • Checkout & Download • Checkout & Edit • Undo Checkout • Edit • Revise • Rename • Set State • Delete • Reassign Life Cycles • New Promotion Request PTC Live Global 2013 - Document Management Best Practice

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