Whats the Coolest thing I did in Windchill

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: 1. One Configuration 2. One Customization Homework: • Create slides using template provided in Project. Link • Save slides to Project. Link by end of day January 23 rd Project. Link 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?

Coolest Configuration: Windchill Name Company 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.

Coolest Configuration: Windchill Name History Company Name: Psion Teklogix Inc. 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 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 Pro. E 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.

Coolest Configuration: Windchill Name History Company Name: Psion Teklogix Inc. • 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 Presenter Name: Patrick Chin Results

Coolest Configuration: Windchill Name History Company Name: Psion Teklogix Inc. • 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 Presenter Name: Patrick Chin Results

Coolest Configuration: Windchill Name History Company 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

Coolest Configuration: Windchill Name History Company 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

Coolest Configuration: Windchill Name History Company Name: Psion Teklogix Inc. Presenter Name: Patrick Chin Results Continued

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

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

Coolest Configuration: Windchill Name History Company 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

Coolest Configuration: Windchill Name History Company 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

Coolest Customization: Download Complete Product Structure Information including all Document Packages Company 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 (Pro. E, 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_object. ID. <native file extension>/zip • For WTDocument with secondary content, the primary and secondary are zipped as a package. • WTDocuments and EPMDocument Effectivity

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

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

Coolest Customization: Download Complete Product Structure Information including all Document Packages Company 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

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 tabdelimited export • As Stored, Latest Iteration, 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.

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

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

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

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

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

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

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

Coolest Configurations & Customizations: Setup Participants Company 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!

Object Type Lifecycle Process & States Slide Show Change Request Option Start A ECN Option Start B Open Under Review Open In. Work Implementation Under Review Cancelled Released Resolved Cancelled Under ECN Rework Released Cancelled Superseded Obsolete Review Affected. Objects Effectivity Resolved Implementation Released Resolved Cancelled Resulting Objects Change Activity/Task Implementation Released Open Released Cancelled Superseded Obsolete