Business Administration of PTC Windchill 11.0Overview

Course Code TRN-4810-T

Course Length 16 Hours

In this course, you will gain an understandingof basic Windchill business 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 implementation at your company.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 local, global, calculated, and aliasattributes.

• Create a Windchill subtypes.

• Configure attribute layouts.• 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.

• Understand change management flexibility.• Create change association rules.

• Identify change objects, life cycles, workflows,and team templates.

• 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 11.0 for Light Users

• Introduction to Windchill PDMLink 11.0 for Heavy Users

• Introduction to Windchill PDMLink 11.0 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 administration responsibilities, will also benefit from taking this course.

Agenda

Module 1 Introduction to Windchill Business Administration

Module 2 Managing Participants

Module 3 Managing Contexts

Module 4 Managing Objects, Object Types, and Object Attributes

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

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. PTC Windchill PLM Solutionsii. The Windchill Serveriii. The Windchill Clientiv. The Windchill Databasev. Optional Serversvi. Understanding Windchill Terminologyvii. Understanding Primary Business Objectsviii. Understanding Policies, Processes, and Participantsix. Role of the Business Administratorx. Common Windchill Objectsxi. Configuring Object Types and Attributesxii. Managing Participantsxiii. Identifying a Data Storage Strategyxiv. Identifying Business Processesxv. Managing Windchill Policies

Module 2. Managing Participantsi. Participant Architectureii. Identifying Windchill Usersiii. Groupsiv. User and Group Structurev. Best Practices for Organizations, Users, and Groupsvi. Introduction to Windchill Contextsvii. Administrative Navigationviii. Creating a Windchill Organization Contextix. Creating Users and Groupsx. Creating User Accountsxi. Troubleshooting User Accountsxii. Creating Groupsxiii. Group Membershipxiv. Managing Existing Participantsxv. Updating User Account Informationxvi. Deleting a User Account - Stepsxvii. Identify the Results of Deleting a Userxviii. Business Process Implications of Deleting Usersxix. Workspace Implications of Deleting Usersxx. Running Process Implications of Deleting Usersxxi. Deleting a User Account

xxii. Deleting Groupsxxiii. Results of Deleting a Groupxxiv. Business Process Implications of Deleting Groupsxxv. Deleting an Organization

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. Windchill Project Characteristicsix. Windchill Program Characteristicsx. Results of Creating a Project or Programxi. Assigning Context Creatorsxii. Creating Productsxiii. Creating Librariesxiv. Using Foldersxv. The Move Actionxvi. Moving an Object

Module 4. Managing Objects, Object Types, and Object Attributesi. Windchill Objects Reviewii. Types of Attributesiii. Modeled Attributesiv. Local and Global Attributesv. Calculated and Alias Attributesvi. Windchill Object Typing Capabilityvii. The Type and Attribute Manager - Typesviii. Creating Reusable Attributesix. Global Enumerationsx. Extending and Subtyping Objectsxi. Constraining Attributesxii. Types of Constraintsxiii. Constraining Strings to a Set of Valuesxiv. Conditional Constraintsxv. Adding Attributes to Typesxvi. New Attribute Wizard - Page 1

xvii. New Attribute Wizard - Page 2xviii. New Attribute Wizard - Page 3xix. Managing Attribute Constraintsxx. Managing Attribute Visibilityxxi. Adding Columns to Typesxxii. Running the AddColumns Utilityxxiii. AddColumns Report and Addressing Warningsxxiv. Local and Global Attribute Comparisonxxv. Using Formulas in Calculated Attributesxxvi. Alias Attribute Mappingxxvii. Managing Type Layoutsxxviii. Inheriting Type Layoutsxxix. Creating Shared Tabsxxx. Creating Subtypesxxxi. Localizing Types and Attributesxxxii. Graphical Attributesxxxiii. Creating a Traffic Light Graphical Attributexxxiv. Creating a Percent Complete Graphical Attributexxxv. Creating a Progress Bar Graphical Attributexxxvi. Error Conditionsxxxvii. Measurement System Administrationxxxviii. 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-Based and State-Based Versioningxiii. File-Based and State-Based Versioning (cont.)

Module 6. Automating Processes Using Life Cycles and Workflowsi. Assess Your Business Processes

ii. Identifying Process Management Objectsiii. Understanding Windchill Life Cyclesiv. Understanding Windchill Life Cycle Typesv. Defining Object Life Cycle Resolutionvi. Creating a Life Cyclevii. Specifying Life Cycle Propertiesviii. Adding Life Cycle Statesix. Identifying a Version Seriesx. State-Based Versioning Examplexi. Understanding Transitionsxii. Understanding Life Cycle Transition Typesxiii. Transition Examplesxiv. Defining Role Participationxv. Defining Access Permissions Using Life Cyclesxvi. Selecting Workflow Templatesxvii. Modular Workflow Approachxviii. Single Workflow Approachxix. Life Cycle Best Practicesxx. Defining Workflow Templatesxxi. Defining Workflow Templatesxxii. Defining Workflow Template Propertiesxxiii. Understanding Assigned Activitiesxxiv. Defining Assigned Activitiesxxv. Understanding Connectors and Terminalsxxvi. Using Linksxxvii. Setting Link Propertiesxxviii. Simplifying Complex Processesxxix. Using Robots to Automate Tasksxxx. Creating a Workflow Templatexxxi. Workflow Process Manager

Module 7. Managing Teams

i. Team Managementii. Terminology - Context Teamiii. Terminology - Shared Teamiv. Terminology - Team Templatev. Terminology - Team Instancevi. Terminology - Context and Resource Bundle Rolesvii. Context Team Architectureviii. The Team Members Context Groupix. Context Team Architecture Example

x. Adding a New Context Rolexi. Adding a User to the Context Rolexii. Applying Access Control with Context Teamsxiii. Access Control for Application Context Templatesxiv. Best Practices for Using Context Teams for Access Controlxv. Shared Teamsxvi. Shared Teams Show Team Uses Queryxvii. Using a Shared Teamxviii. Role Resolution with Teamsxix. Understanding Role Resolution and Team Templatesxx. Understanding Role Resolution and Context Teamsxxi. Understanding Role Resolution and Team Instancesxxii. Team Instance Definitionxxiii. Team Instance Definition (cont.)xxiv. Defining Object Team Template Resolutionxxv. Creating Team Templatesxxvi. Proper Team Role Resolutionxxvii. Team Role Resolution Best Practicesxxviii. Guests Context Rolexxix. Members Context Rolexxx. Application Context Manager Rolexxxi. Change Administrator and Change Review Board Context Rolesxxxii. Promotion Approvers and Reviewers Context Rolesxxxiii. Organization Rolesxxxiv. Application Context Rolesxxxv. Custom Resource Bundle Rolesxxxvi. Team Management Best Practices

Module 8. Managing Domain Policies and Access Control

i. Planning Access Control Strategiesii. Windchill Context Architectureiii. Cabinetsiv. Administrative Domainsv. Defining Windchill Domain Architecturevi. Defining Windchill User Domain Architecturevii. Defining Windchill System Domain Architectureviii. Defining Windchill Special Site Domain Architectureix. Defining Windchill Data Domain Architecturex. Defining Windchill Private Domain Architecturexi. Defining Windchill Folder Domain Architecturexii. Domain Architecture in the Policy Administrator

xiii. Domain Access Control Rule - Componentsxiv. Domain Access Control Rule - Participantsxv. Domain Access Control Rule - Permissionsxvi. Defining Access Control Permissionsxvii. Explicitly Granting Accessxviii. Explicitly Denying Accessxix. User Permissionsxx. Inverse Denyxxi. Access at the Root Type - Example 1xxii. Access at the Root Type - Example 2xxiii. Using the Absolute Deny Permissionxxiv. How Access Control Lists Workxxv. Permissions Needed for Move Operationsxxvi. Permissions Needed for Set Life Cycle State Operationsxxvii. Permissions Needed for Change Identify Operationsxxviii. Permissions Needed for View/Download Content Operationsxxix. Permissions Needed for Modify Content Operationsxxx. Creating Folder Domainsxxxi. Ad Hoc Access Controlxxxii. Defining Access Permissions Using Life Cyclesxxxiii. Editing Access Control Permissionsxxxiv. Troubleshooting Access Control Issuesxxxv. Security Labeled Objectsxxxvi. Object Locksxxxvii. Understanding Access Control - Reviewxxxviii. Defining a Notification Policyxxxix. Implementing a Notification Policy

xl. Troubleshooting Context-Based Notificationsxli. Defining an Indexing Policyxlii. Implementing an Indexing Policy

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

Module 10. Implementing Promotion and Change Processes

i. Setting Up a Change Management Processii. Windchill Change Managementiii. Change Management Process Flexibilityiv. Change Association Rulesv. Creating New Change Association Rulesvi. Enabling and Disabling Change Association Rulesvii. Modes of Operationviii. Understanding the Association Typesix. Windchill Change Management Componentsx. Windchill Change Objectsxi. Identifying Change Management Life Cyclexii. Identifying Change Management Workflow Templatesxiii. Problem Report Life Cyclexiv. Problem Report Workflowxv. Change Request Life Cyclexvi. Change Request Workflowxvii. Change Notice Life Cyclexviii. Change Notice Workflowxix. Business Rulesxx. Implementing Business Rules - Change Notice Conditionalsxxi. Implementing Business Rules - Change Notice Codexxii. Implementing Business Rules - Change Notice Activityxxiii. Business Rule Setsxxiv. Business Rules and Linksxxv. Creating and Editing Business Rulesxxvi. Change Activity/Change Notice Task Life Cyclexxvii. Change Activity/Change Notice Task Workflowxxviii. Process and Life Cycle Relationshipsxxix. Identifying Change Management Team Templatesxxx. Assigning Participants to Change Management Rolesxxxi. Configuring Change Management Preferences and Administrationxxxii. Change Object Templatesxxxiii. Creating a Change Notice Templatexxxiv. Creating a Change Task Templatexxxv. Native Task Form Templatesxxxvi. Creating Native Task Form Templatesxxxvii. Managing Promotion Preferencesxxxviii. Understanding the Promote Action in a Basic Life Cyclexxxix. The Promotion Request Approval Process

xl. The Promotion Request Review Process

xli. Managing Promotion Preference Processesxlii. Creating a New Promotion Process Preferencexliii. Changing a Promotion Preference

Module 11. Administrative Support Toolsi. Using ModelCHECK Validation During Check Inii. Administrator-Saved Searchesiii. User Profilesiv. Windchill Viewsv. Configuring Custom Viewsvi. Calendar Managementvii. Preference Managementviii. Managing Report Templatesix. Authoring Reportsx. Query Builderxi. Visualization Publishing Toolsxii. Purge Managementxiii. Purge Management Queriesxiv. Security Auditing and Usage Reportingxv. Usage Reportingxvi. Security Audit Reporting