Introduction to the PDMLink Environment

© 2007 PTC

Module 1: Introduction to the WindchillPDMLink EnvironmentIntroduction to Windchill PDMLink 9.0

Objectives

After completing this module, you will be able to:! Identify and describe the capabilities of PDMLink�s primary object types.

! Identify PDMLink storage locations, iteration and version controls, process controls, access controls, and collaboration features.

! Access PDMLink.

! Navigate within PDMLink.

! Access Help.

! View and Modify Preferences.

Windchill PDMLink Environment

Windchill PDMLink! Stores information.

! Manages information in storage locations.

! Manages information evolution.

! Controls access to information.

! Provides collaboration tools.

Windchill PDMLink Objects: Types

Primary Object Types! Documents

! CAD Documents

! Parts, End Items

! Links

! Change Items

Golf CartGOLF_CART A.3

UPPER_SUPPORT A.1

LOWER_BAR A.1

LOWER_CAP A.1

LOWER_SUPPORT A.2

WHEEL A.1

LEG A.1

BAG_HOLDER B.1

PIN B.1

Golf Cart Owner�s Manual A.3

Windchill PDMLink Objects: Documents


.avi

.bmp

.xls

.jpg

.ppt

.txt

.wav

.doc

.wpd

.zip

Windchill PDMLink Objects: CAD Documents


! CAD Documents

Part

Assembly

Drawing

Sketch

Format

Diagram

Layout Report

Manufacturing

Markup


! CAD Documents

! Parts, End Items

Windchill PDMLink Objects: Parts and End Items

Part End Item

Windchill PDMLink Objects: Links


! CAD Documents

! Parts, End Items

! Links

Windchill PDMLink Objects: Change Items


! CAD Documents

! Parts, End Items

! Links

! Change Items

Problem Report

Change Request

Change Notice

Windchill PDMLink Objects: Capabilities


! CAD Documents

! Parts, End Items

! Links

! Change Items

Object Capabilities! Details (Meta-data)

! Content

! Relationships

Name: Golf Cart DocumentationCreated By: Dillon BurtCreated: 5/25/2007

Document Capabilities

Document Capabilities! Details

" General details

" Histories

! Content" Primary uploaded file

" Uploaded attachments

" Visualization files (PDF)

! Relationships" Parts, End Items

" Change Items

Golf Cart Documentation.doc

Details

Content

Relationships

Golf Cart A.1

Golf Cart Documentation

Doc Error Change Request

Name: golf cart.asmCreated By: Dillon BurtCreated: 5/25/2007

Part and End Item Capabilities

Part and End Item Capabilities! Details

" General

" Histories

! Content" Visualization files only

! Relationships" Parts (Product Structure)

" CAD Documents

" Documents

" Change Items

Relationships

Golf Cart Documentation

Golf Cart Change Request

Details

golf cart.ogl

Content

Leg

Upper Support

Lower Support

Wheel

Golf Cart

Golf Cart

Name: Golf CartCreated By: Dillon BurtCreated: 3/25/2007

CAD Document Capabilities

CAD Document Capabilities! Details

" General

" Histories

! Content" Models

" Drawings

" Visualization file

! Relationships" Parts and End Items

" Change Items

Content

golf_cart.asm

Details

Relationships

Golf Cart Change Request

Leg

Upper Support

Lower Support

Wheel

Golf Cart

Golf Cart

Link Capabilities

Link Capabilities ! Provides a link to a Web page

" Another object in PDMLink

" A page Web page outside of PDMLink

! Does not contain content

Change Item Capabilities

Change Item Capabilities ! Problem Reports

initiate

! Change Requestsinitiate

! Change Notices

Leg

Upper Support

Lower Support

Wheel

Golf Cart

Storage Locations

Storage Contexts! Products

" Store objects related to one product.

" Organize objects in folders.

! Libraries" Store objects related to one another,

but not to one specific product.

" Organize objects in folders.

Product Library

Folder

Folder

Folder

Folder

Folder

Folder

Folder

Folder

Folder

Folder

Iteration and Revision Controls: Version

Version! Revision

" Default uses letters

! Iteration" Default uses numbers

Check Out and Check In! Check Out to make a change

! Check In to share your changes

Revise! Generates a new version

A.1

A.2

B.2

B.1

New Version

Iteration and Revision Controls: Check Out

Version! Revision






A.1

A.2

B.2

B.1

New Version

Checked Out Copy Working Copy

Iteration and Revision Controls: Check In

Version! Revision






A.1

A.2

B.2

B.1

New Version

Iteration and Revision Controls: Revise

Version! Revision






A.1

A.2

B.2

B.1

Revise

Team(Users and Roles)

Windchill PDMLink Objects: Process Controls

Automated Process Components! Life Cycles

! Workflow Processes

! Teams

Life Cycle

CancelledCancelled

Workflow Processes

In WorkIn Work ReleasedReleased

Windchill PDMLink Objects: Collaboration Features

Communication Tools! Discussion Forums

! Meetings

! Visualization" ProductView

Logging On to PDMLink

Logging On to PDMLink! Open Your Web Browser

! Type the URL

! Log On" User name

" Password

Exploring the Environment: Major Tabs

Organized by Tabs! Home

! Product

! Change

! Library

Major Tabs

Exploring the Environment: Home Tab

Active PagePersonalized

Home Home Minor Tabs

Exploring the Environment: Product Tab

Active Page

Product Folders

Product Minor Tabs

Exploring the Environment: Change Tab

Change Minor Tabs

Active Page

Exploring the Environment: Library Tab

Active PageLibrary Minor

Tabs

Product Folders

Accessing Help

Accessible Information! Online Help

" General

" Context Sensitive

! Tutorials

! Manuals

General Tools

Context Sensitive Help

Setting Preferences

Utilities! Preferences

! Profile

! Security Settings

Demonstrations

! Logging On

! Exploring the Environment

! Accessing Help

! Setting Preferences

Summary

After successfully completing this module, you should know how to:! Identify and describe the capabilities of PDMLink�s primary object types.

! Identify PDMLink storage locations, iteration and version controls, process controls, access controls, and collaboration features.

! Access PDMLink.

! Navigate within PDMLink.

! Access Help.

! View and Modify Preferences.