Business Administration of Windchill PDMLink 10.2

Business Administration of Windchill PDMLink 10.2Overview

Course Code TRN-4330-T

Course Length 3 Days

In this course, you will gain an understandingof basic Windchill PDMLink administrationtasks. You will learn how to create useraccounts and groups and how to effectivelyplan and create information managementstorage strategies. Other topics will includelife cycles, workflows, teams, and configuringdomain policies. These skills enable you toconfigure Windchill PDMLink to meet businessneeds. After completing this course, you willbe well prepared to set up and manage a basicWindchill PDMLink implementation at yourcompany.At the end of each module, you will completea set of review questions to reinforce criticaltopics from that module. At the end of thecourse, you will complete a course assessmentin Pro/FICIENCY intended to evaluate yourunderstanding of the course as a whole.

Course Objectives

• Understand the processes involved in definingyour 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

• 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 toconduct workflow role resolution

• Create and manage document templates withinproduct, library, and organization contexts

• Identify how to create CAD document templates• Create product and library context templates

• Create, manage, and edit promotionpreferences

• Identify the promotion review and approvalprocesses

• Identify the preconfigured Windchill changemanagement functions

• Access business metrics from Change Monitorreports

• 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

Prerequisites

• Any one of the following courses:

• Introduction to Windchill PDMLink 10.2 for Light Users

• Introduction to Windchill PDMLink 10.2 for Heavy Users

• Introduction to Windchill PDMLink 10.2 for the Implementation Team

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 generalWindchill PDMLink administration responsibilities, will also benefit from taking this course.

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 Teams

Module 8 Managing Domain Policies and Access Control

Day 3

Module 9 Managing Organization Templates

Module 10 Implementing Promotion and Change Processes

Module 11 Administrative Support Tools

Course ContentModule 1. Introduction to Windchill Business Administration

i. Windchill PDMLinkii. Windchill Architecture — Serveriii. Windchill Architecture — Clientiv. Windchill Architecture — Databasev. Windchill Architecture — Optional Serversvi. Understanding Windchill Terminologyvii. Understanding Primary Business Objectsviii. Understanding Policies, Processes, and Participantsix. Role of the Business Administratorx. Planning a Windchill Implementationxi. Identifying the Data to be Managedxii. Common Windchill Objectsxiii. Managing Participantsxiv. Identifying a Data Storage Strategyxv. Identifying Business Processesxvi. Identifying How Users Interact with Dataxvii. Identifying a Notification Strategy

Knowledge Check Questions

Module 2. Managing Participantsi. Participant Architectureii. Identifying Windchill Usersiii. Users and Groupsiv. User Accountsv. Groupsvi. User and Group Structurevii. Best Practices for Organizations, Users, and Groupsviii. Introduction to Windchill Contextsix. Administrative Navigationx. Creating a Windchill Organization Contextxi. Creating Users and Groupsxii. Creating User Accountsxiii. Troubleshooting User Accountsxiv. Creating Groupsxv. Group Membershipxvi. Managing Existing Participantsxvii. Moving Users Between Organizationsxviii. Updating User Account Informationxix. Deleting a User Account — Steps

xx. Identify the Results of Deleting a Userxxi. Business Process Implications of Deleting Usersxxii. Workspace Implications of Deleting Usersxxiii. Running Process Implications of Deleting Usersxxiv. Deleting a User Accountxxv. Deleting Groupsxxvi. Results of Deleting a Groupxxvii. Business Process Implications of Deleting Groupsxxviii. Deleting an OrganizationKnowledge Check Questions

Module 3. Managing Contextsi. Understanding Contextsii. Relationships Between Contextsiii. Identifying Locations for Storing Dataiv. Windchill Product Characteristicsv. Results of Creating a Productvi. Windchill Library Characteristicsvii. Results of Creating a Libraryviii. Assigning Context Creatorsix. Creating Productsx. Creating Librariesxi. Using Foldersxii. The Move Actionxiii. Moving an Object


Module 4. Managing Objects, Object Types, and Object Attributesi. Windchill Objects Reviewii. Types of Attributesiii. Modeled Attributesiv. Standard and Global Attributesv. Calculated and Alias Attributesvi. Windchill Object Typing Capabilityvii. Creating Global Attributesviii. Extending and Subtyping Objectsix. Constraining Attributesx. Types of Constraintsxi. Constraining Strings to a Set of Valuesxii. Conditional Constraintsxiii. The Type and Attribute Manager – Typesxiv. The Type and Attribute Manager – Enumerations

xv. Adding Attributes to Typesxvi. New Attribute Wizard – Page 1xvii. New Attribute Wizard – Page 2xviii. New Attribute Wizard – Page 3xix. Managing Attribute Constraintsxx. Managing Attribute Visibilityxxi. Creating Subtypesxxii. Managing Type Layoutsxxiii. Inheriting Type Layoutsxxiv. Creating Shared Tabsxxv. Localizing Types and Attributesxxvi. Windchill Link Typing Capabilityxxvii. Identifying Link Behaviorxxviii. The Relationship Constraint Managerxxix. Creating a Relationship Constraintxxx. Measurement System Administrationxxxi. Quantity of Measure Administration


Module 5. Managing Object Type Behaviori. Object Initialization Rulesii. Object Initialization Rule Managementiii. Object Types Managed by Object Initialization Rulesiv. Object Initialization Rule Examplev. Life Cycle Association Rulesvi. Team Template Association Rulesvii. Object Numbering Scheme Rulesviii. Custom Numbering Scheme Rulesix. Folder Path Rulesx. Versioning Scheme Rulesxi. Types of Harvard Versioning Schemesxii. File and State-Based Versioningxiii. File and State-Based Versioning (cont.)


Module 6. Automating Processes Using Life Cycles and Workflowsi. Identifying Business Processesii. Assess Your Business Processesiii. Identifying Process Management Objectsiv. Understanding Windchill Life Cyclesv. Understanding Windchill Life Cycle Typesvi. Defining Object Life Cycle Resolution

vii. Creating a Life Cycleviii. Specifying Life Cycle Propertiesix. Adding Life Cycle Statesx. Defining Statesxi. Identifying Life Cycle State Namesxii. Identifying a Version Seriesxiii. State-Based Versioning Examplexiv. Understanding Transitionsxv. Defining Transitionsxvi. Understanding Life Cycle Transition Typesxvii. Understanding Life Cycle Transition Types (cont.)xviii. Understanding Life Cycle Transition Types (cont.)xix. Understanding Life Cycle Transition Types (cont.)xx. Understanding Life Cycle Transition Types (cont.)xxi. Transition Examplesxxii. Defining Role Participationxxiii. Defining Access Permissions using Life Cyclesxxiv. Selecting Workflow Templatesxxv. Life Cycle and Workflow Template Relationshipsxxvi. Life Cycle and Workflow Template Relationshipsxxvii. Life Cycle Best Practicesxxviii. Defining Workflow Templatesxxix. Defining Workflow Templatesxxx. Defining Workflow Template Propertiesxxxi. Understanding Assigned Activitiesxxxii. Defining Assigned Activitiesxxxiii. Understanding Connectors and Terminalsxxxiv. Using Linksxxxv. Setting Link Propertiesxxxvi. Simplifying Complex Processesxxxvii. Using Robots to Automate Tasksxxxviii. Creating a Workflow TemplateKnowledge Check Questions

Module 7. Managing Teamsi. Team Managementii. Terminology – Context Teamiii. Terminology – Shared Teamiv. Terminology – Team Templatev. Terminology – Team Instancevi. Terminology – Context and Participant Groupsvii. Terminology – Context and Resource Bundle Roles

viii. Context Teamsix. Context Team Architecturex. Context Team Architecture (cont.)xi. Context Team Architecture Examplexii. Context Team Architecture Example (cont.)xiii. Context Team Architecture Example (cont.)xiv. Context Team Architecture Example (cont.)xv. Applying Access Control with Context Teamsxvi. Access Control for Application Context Templatesxvii. Best Practices for Using Context Teams for Access Controlxviii. Shared Teamsxix. Shared Teams Show Team Uses Queryxx. Using a Shared Teamxxi. Role Resolution with Teamsxxii. Understanding Role Resolution and Team Templatesxxiii. Understanding Role Resolution and Context Teamsxxiv. Understanding Role Resolution and Team Instancesxxv. Team Instance Definitionxxvi. Team Instance Definition (cont.)xxvii. Defining Object Team Template Resolutionxxviii. Creating Team Templatesxxix. Proper Team Role Resolutionxxx. Team Role Resolution Best Practicesxxxi. Product and Library Template Context Team Rolesxxxii. Guests Context Rolexxxiii. Members Context Rolexxxiv. Application Context Manager Rolexxxv. Change Administrator and Change Review Board Context Rolesxxxvi. Promotion Approvers and Reviewers Context Rolesxxxvii. Organization Rolesxxxviii. Application Context Rolesxxxix. Custom Resource Bundle Roles

xl. Team Management Best PracticesKnowledge Check Questions

Module 8. Managing Domain Policies and Access Controli. Windchill Context Architectureii. Cabinetsiii. Administrative Domainsiv. Defining Windchill Domain Architecturev. Defining Windchill User Domain Architecturevi. Defining Windchill System Domain Architecture

vii. Defining Windchill Special Site Domain Architectureviii. Defining Windchill Data Domain Architectureix. Defining Windchill Private Domain Architecturex. Defining Windchill Folder Domain Architecturexi. Domain Architecture in the Policy Administratorxii. Security Labeled Objectsxiii. Understanding Access Controlxiv. Planning Access Control Strategiesxv. Defining Access Control Permissionsxvi. Permissions Needed for Move Operationsxvii. Permissions Needed for Set Life Cycle State Operationsxviii. Permissions Needed for Change Identify Operationsxix. Permissions Needed for View/Download Content Operationsxx. Permissions Needed for Modify Content Operationsxxi. Defining Access Control Policy Rulesxxii. Access Control Permission Considerationsxxiii. Access Control Permission Considerations (cont.)xxiv. Domain Access Control Permission Rulesxxv. Best Practices for Applying Access Control Rulesxxvi. Ad-Hoc Access Controlxxvii. Checking Access Control Permissionsxxviii. Troubleshooting Access Control Issuesxxix. Defining a Notification Policyxxx. Implementing a Notification Policyxxxi. Troubleshooting Context-Based Notificationsxxxii. Defining an Indexing Policyxxxiii. Implementing an Indexing PolicyKnowledge Check Questions

Module 9. Managing Organization Templatesi. Windchill Templatesii. Context Templatesiii. Template Accessiv. Creating Document Templatesv. Creating CAD Document Templatesvi. Creating a Context Templatevii. Out-of-the-Box Product and Library Templatesviii. Organization Templatesix. Actions for Context Templates


i. Setting Up a Change Management Processii. Windchill Change Managementiii. Windchill Change Management Componentsiv. Windchill Change Objectsv. Identifying Change Management Life Cyclesvi. Identifying Change Management Workflow Templatesvii. Problem Report Life Cycleviii. Problem Report Workflowix. Change Request Life Cyclex. Change Request Workflowxi. Change Notice Life Cyclexii. Change Notice Workflowxiii. Business Rulesxiv. Implementing Business Rules – Change Notice Conditionalsxv. Implementing Business Rules – Change Notice Codexvi. Implementing Business Rules – Change Notice Activityxvii. Business Rule Setsxviii. Business Rules and Linksxix. Creating and Editing Business Rulesxx. Change Activity/Change Notice Task Life Cyclexxi. Change Activity/Change Notice Task Workflowxxii. Process and Life Cycle Relationshipsxxiii. Identifying Change Management Team Templatesxxiv. Assigning Participants to Change Management Rolesxxv. Configuring Change Management Preferences, Policies, and Rulesxxvi. Configuring Change Management Preferences and Administrationxxvii. Managing Promotion Preferencesxxviii. Understanding the Promote Action in a Basic Life Cyclexxix. The Promotion Request Approval Processxxx. The Promotion Request Review Processxxxi. Managing Promotion Preference Processesxxxii. Creating a New Promotion Process Preferencexxxiii. Changing a Promotion PreferenceKnowledge Check Questions

Module 11. Administrative Support Toolsi. Using ModelCHECK Validation During Check Inii. Administrator-Saved Searchesiii. User Profilesiv. Windchill Viewsv. Configuring Custom Viewsvi. Calendar Management

Module 10. Implementing Promotion and Change Processes

vii. Preference Managementviii. Report Managementix. Report Manager Queriesx. Visualization Publishing Toolsxi. Visualization Configuration Administratorxii. Publish and Thumbnail Controlxiii. WVS Job Monitorxiv. WVS Job Scheduler Administratorxv. Purge Managerxvi. Purge Manager Queriesxvii. Security Auditing and Usage Reportingxviii. Usage Reportingxix. Security Audit Reporting


Documents

Business Administration of Windchill PDMLink 10.2