Windchill PLM Business Administration Training

Objectives

After successfully completing this exercise, you will be able to:

• Create an organization object and Organization context.

Scenario

TLA Outdoors, Inc. designs and manufactures outdoor sport and recreation equipment. The company has just purchased Windchill to meet its corporate Product Lifecycle Management

goals. TLA Outdoors has no other major divisions or business units and is proceeding with the implementation under the use of a single Organization context. In this exercise, you take the role of the Site Administrator (wcadmin) and are tasked with creating the TLA Outdoors Organization context in Windchill.

Initial Conditions

To successfully complete this exercise, you must establish the following initial conditions:

• Log on to Windchill as the Site Administrator (wcadmin/wcadmin).
• Start on any page that has the navigator collapsed on the left side of the screen.

Objectives

After successfully completing this exercise, you will be able to:

• Create user accounts in Windchill.

Scenario

You need to create an administrative user account to manage administrative tasks that are specific to the TLA Outdoors Organization. In addition, TLA Outdoors, Inc. has hired two new employees to join the product development team. In this exercise, you take the role of the Site Administrator (wcadmin) and are tasked with creating user accounts for the Organization Administrator and the new employees.

Initial Conditions

To successfully complete this exercise, you must establish the following initial conditions:

• Log on to Windchill as the Site Administrator (wcadmin/wcadmin).
• Start on any page that has the navigator collapsed on the left side of the screen.

Objectives

After successfully completing this exercise, you will be able to:

• Create groups.

Scenario

TLA Outdoors has a Research and Development Department that works on advanced designs and new concepts for all of its product lines. PTC Outdoors needs a group to organize users who will be dealing with research and development data.

In this exercise, you take the role of the Organization Administrator (orgadmin) and are tasked with creating the TLA Outdoors Research and Development Group.

Initial Conditions

To successfully complete this exercise, you must establish the following initial conditions:

• Log on to Windchill as the TLA Outdoors Organization Administrator (orgadmin/orgadmin).
• Start on any page that has the navigator collapsed on the left side of the screen.

Objectives

After successfully completing this exercise, you will be able to:

• Create a Windchill Product.

Scenario

TLA Outdoors, Inc. designs and manufactures sporting goods, including fishing equipment. They are reintroducing one of their early fishing reel designs, the TLA Classic Spinning Reel.

In this exercise, you take the role of the Organization Administrator (orgadmin) and are tasked with creating the TLA Classic Spinning Reel Product in Windchill.

Initial Conditions

To successfully complete this exercise, you must establish the following initial conditions:

• Log on to Windchill as the Organization Administrator (orgadmin/orgadmin).
• The Browse tab of the Navigator is visible.

Objectives

After successfully completing this exercise, you will be able to:

• Use the Attribute Definition Manager to create and organize global attributes.

Scenario

Business requirements for TLA Outdoors’ Windchill implementation have revealed a need for several additional attributes. The department of an object may be described by a string attribute, and each part has a plant attribute, which is an integer representing the plant number.

In this exercise, you take the role of the Site Administrator (wcadmin) and are tasked with creating and organizing a set of global attributes. Define the attributes in the Site context.

Initial Conditions

To successfully complete this exercise, you must establish the following initial conditions:

• Log on to Windchill as the Site Administrator (wcadmin/wcadmin).
• Start on the Utilities page of the Site context.

Objectives

After successfully completing this exercise, you will be able to:

• Use the Type Manager tool to add attributes to a Document type.

Scenario

Business members of the Windchill implementation team for TLA Outdoors have identified a need to optionally identify the department responsible for a document. The decided approach for solving the requirement is to add an attribute to the Document type, which propagates the attribute to all of

the Document subtypes. The attribute should be constrained to a specific list of values that are selectable by the user when the document is created.

In this exercise, you take the role of the Site Administrator (wcadmin) and are tasked with adding the new attribute to the Document type and setting the attribute constraints.

Initial Conditions

To successfully complete this exercise, you must establish the following initial conditions:

• Log on to Windchill as the Site Administrator (wcadmin/wcadmin).
• Start on the Utilities page of the Site context.

Objectives

After successfully completing this exercise, you will be able to:

• Use the Type Manager tool to create Document subtypes.

Scenario

TLA Outdoors Inc. has identified two Document types: Node and Structure, which are used during product definition. TLA Outdoors wants the Node type to be the top-level of a document structure, to be used primarily for navigation. A node document should not contain a content file. In contrast, a

structure document is intended to be used by a node document.

In this exercise, you take the role of the Organization Administrator (orgadmin) and are tasked with creating the Node and Structure Document subtypes.

Initial Conditions

To successfully complete this exercise, you must establish the following initial conditions:

• Log on to Windchill as the Organization Administrator (orgadmin/orgadmin).
• Start on the Utilities page of the TLA Outdoors organization.

Objectives

After successfully completing this exercise, you will be able to:

• Administer object initialization rules.

Scenario

To implement the business plan established for documentation at TLA Outdoors, an object initialization rule at the Organization level needs to be generated to use the Document Development life cycle and the Document Development Team template. This object initialization rule overrides the out-of-the-box settings established by the Site level Document object initialization rule.

In this exercise, you take the role of the Organization Administrator (orgadmin) and are tasked with administering the object initialization rules for documents at the TLA Outdoors context.

Initial Conditions

To successfully complete this exercise, you must establish the following initial conditions:

• Log on to Windchill as the Organization Administrator (orgadmin/orgadmin).
• Start on the Utilities page of the TLA Outdoors organization

Objectives

After successfully completing this exercise, you will be able to:

• Configure a Windchill file-based versioning series.

Scenario

In this exercise, we alter the versioning series from an alphabetic scheme (A-B-C-D) to a numeric scheme (1-2-3-4). In the process, we preserve the version numbers of existing objects, but do not permit new alphabetic versions to be created.

You take the role of the Organization Administrator (orgadmin) and are tasked with administering a file based version series for the TLA Outdoors organization. 

Initial Conditions

To successfully complete this exercise, you must establish the following initial conditions:

• Log on to Windchill as the Organization Administrator (orgadmin/orgadmin).
• Navigate to the Utilities page of the TLA Outdoors organization.
• Minimize the browser window.
• Open a Windchill shell from Start → All Programs → Windchill → Windchill PDS → Windchill Shell.

Objectives

After successfully completing this exercise, you will be able to:

• Create a Basic Life Cycle Template in Windchill.

Scenario

TLA Outdoors, Inc. designs and manufactures sporting goods. TLA Outdoors uses a basic lifecycle to manage the development of design information created for all of its product lines. The lifecycle consists of four states: Design, Prototype, Released, and Under Review.

In this exercise, you take the role of the Organization Administrator (orgadmin) and are tasked with creating the design development Life Cycle for the TLA Outdoors Organization.

Initial Conditions

To successfully complete this exercise, you must establish the following initial conditions:

• Log on to Windchill as the Organization Administrator (orgadmin/orgadmin).
• Start on the Utilities page of the TLA Outdoors organization.

Objectives

After successfully completing this exercise, you will be able to:

• Create a Windchill workflow template.

Scenario

TLA Outdoors uses an advanced life cycle and a single workflow template to manage document development. The single workflow template enables a document author to submit their document for review to the product’s Team Leader. The Team Leader reviews the document and either releases the document or sends it back to the author for rework.

In this exercise, you take the role of the Organization Administrator (orgadmin) and are tasked with creating the document development workflow template.

Initial Conditions

To successfully complete this exercise, you must establish the following initial conditions:

• Log on to Windchill as the Organization Administrator (orgadmin/orgadmin).
• Start on the Utilities page of the TLA Outdoors Organization context.