Quick Start Guide - PTC
Table of contentsBrowsing in the Navigator. 2The Navigator makes browsing and navigation easier.Searching in Windchill . 3Quick and simple searches are always available at the top of the Windchillwindow. Retrieve previous searches with Search History and Saved Searches.You can also use Advanced Search, for maximum flexibility.Your Information: The Home Page and Tables. 4–5The Windchill Home Page displays information specific to you – yourassignments, recent updates, checked-out work, and more. Quickly seethe information you need by customizing tables and choosing table views.Information Pages. 6–7Quick Start GuideThe object’s information pages organize information with tabs, includingyour own tabs, to show exactly the data you want to see.Windchill Documents. 8–9Create and manage your files through Microsoft Office applications andWindows Explorer , as well as directly through your Web browser.Windchill Parts . 10–11The part information page contains a structure tab that allows you tocreate parts, edit part structures, and review and add related information.CAD Data Management. 12–13Top-down design (TDD) allows part structures to build CAD structures.Windchill Change Management. 14–15Standardized and repeatable control over how informal and formalchanges to product configurations are proposed, evaluated, implementedand documented.Glossary. 16PTC.com
Browsing in the NavigatorRecently visited contextAll contexts of a selected typeExpand context to accesspages specific to that context.PTC Windchill 11 Quick Start GuideTakes you to yourHome page.Open and close theNavigator.Display the Navigatoralongside the rest ofthe page by pinning itin place.Resize the Navigatoras needed.Context type Did You Know?SitesIf you open any page within a context (for example, theinformation page of an object), it is added to the Navigator‘sRecently Visited list. To find contexts not already in yourRecently Visited list, either select the icon for that contexttype and then hit “View all,” or use Search.Page 2 of 16 PTC Windchill 11 Quick Start GuidePTC.com
Searching in PTC WindchillPTC Windchill 11 Quick Start GuideSelect one or more object types (Part and Document are chosen here) andenter your search or select a recent search.Easily access search results from inside the Navigator by clicking Edit SearchCriteria. Your search results are retained even after the Navigator is closed.Click Save This Search to add the search to your Saved Search list and tothe keyword Search drop down, where it remains until replaced by morerecent searches.Objects matching your search appear in the Search Results table.Search History and Saved SearchesDid You Know?Your search results are retained evenwhen the Navigator is closed.Perform a saved or past search.Modify a saved or past searchbefore executing it.Advanced SearchEnter a Keyword to find matching criteria anywhere (for example,in a document’s content or attributes).Object Type or types. Click Add if your type doesn’t appear.Limit your search to one or more contexts.Select specific attribute criteria if a keywordisn’t enough. Then search for All or Any of yourentered criteria.Page 3 of 16 PTC Windchill 11 Quick Start GuidePTC.com
Your Information: The Home Page and TablesTakes you to your Home page.HOMEPTC Windchill 11 Quick Start GuideCommonly used functions, such as user preferences, appear from Quick Links.Customize which tables appearon your Home page.Work items you are responsiblefor, either as an owner, assignee,or resource.Objects you recently createdor modified.Objects you currently havechecked out.Did You Know?You can click Actions ExportList to File Export Importable Spreadsheet to exportyour search results to aMicrosoft Excel file. If youdeploy the new PTC WindchillPrint Services module, you canclick Actions Batch Print tosend the objects you select toa Windchill server-configuredprinter.Click Open Task Assistant to retain task comments without returning to the task form.Page 4 of 16 PTC Windchill 11 Quick Start GuidePTC.com
Your Information: The Home Page and TablesTablesPTC Windchill 11 Quick Start GuideChoose or save your view.Click a column header to sort the tableby that column.Did You Know?Tables can be modified usinga column’s drop-down menuand saved for later reuse.To perform an action on anobject in a table, simply rightclick over that row.To open a link in a new windowor tab, right-click and hold theCTRL button.Perform specific actions on objects inyour tables by clicking these icons, orby choosing from the Actions menu,or by right-clicking on any row.Page 5 of 16 PTC Windchill 11 Quick Start GuideFurther customize your table’s viewby clicking on the small arrow thatappears when you roll over a columnheader to Sort, Lock, and hide columns.PTC.com
Information PagesActions you can perform on the object.PTC Windchill 11 Quick Start GuideThe part’s identifying information such as its number, name and version.Object attributes and information tables forthe object are arranged in tabs.Drag-and-drop the page anchors on the topof the pane to reorder the information tables.Create a new tab.Right-click to rename or remove a tab youhave created.Add new information tables to your new tab.Did You Know?Click the View Information iconview an object’s information page.within tables and folders toPage 6 of 16 PTC Windchill 11 Quick Start GuidePTC.com
Information PagesPTC Windchill 11 Quick Start GuideHover over an object’s thumbnail tonavigate, see additional relationshipinformation and take action onthe object.Resize either the window or thepanes to see as much or as littleas needed.Page 7 of 16 PTC Windchill 11 Quick Start GuidePTC.com
Document Integration with Windows ExplorerPTC Windchill 11 Quick Start GuideFind and manage your documents in PTC Windchill directly from WindowsExplorer’s Windchill Documents node. From here, you can navigate directlythrough a secure connection to folders in your system.Did You Know?To see Windchill documents in Windows Explorer andin Microsoft Office applications, download and installWindchill Desktop Integration, available from QuickLinks Software Downloads, and connect to the PTCWindchill server.Drag-and-drop documentshere to add them toPTC Windchill.Create a new document either by clicking the New Documenticon or choosing New Document from an actions menu.Did You Know?Windchill documents contain both content, such asMicrosoft Office files, and metadata about that content.A single Windchill document can contain related attachments as well as the primary content.Page 8 of 16 PTC Windchill 11 Quick Start GuidePTC.com
Document Integration with Microsoft OfficePTC Windchill 11 Quick Start GuidePerform a variety of PTC Windchillactions from within Microsoft Office.Check in or add a document directlyfrom Microsoft Office applications.Manage PTC Windchill Serverconnections.Select the type of document.Identifying information, such as thedocument’s name and description.Confirmation windows with embeddedlinks inform you of server actions, andautomatically disappear.Did You Know?If you install Windchill Desktop Integration,you can open and save new PTC Windchilldocuments directly from the Officeapplication’s Open and Save As menu.Page 9 of 16 PTC Windchill 11 Quick Start GuidePTC.com
PTC Windchill PartsPTC Windchill 11 Quick Start GuidePart Relationship DiagramDocumentAnother PartReference DocumentRequirementUses(End Item inthis example)SpecificationUsesCAD DocumentViewableUsage links containinformation such as: Quantity Unit of Measure Line Number Find NumberExample of information that can be related to a part.Part’s identification informationVisual representation of the part.Click to launch PTC Creo View.Page 10 of 16 PTC Windchill 11 Quick Start GuidePTC.com
Editing PTC Windchill Part StructuresFind parts in the product structure.The structure is expanded to revealmatching parts within subassembliesand allows easy navigation from onematch to the next.PTC Windchill 11 Quick Start GuideView and edit the part structure,including related CAD data anddocuments, and usage information.The actions toolbar containsfrequently used viewing, editing,and analysis functions.Use Configuration Specification,Attributes and Spatial Criteriato display the desired productstructure configuration.To change the panel display on theStructure tab, right-click anywherein the Structure tab or click Displayin the actions toolbar.In the Uses tab, enter a partial partnumber or name and the system willauto-suggest matching parts that youcan select to add.Page 11 of 16 PTC Windchill 11 Quick Start GuideIn the Occurrences tab, directlyaccess, view, and edit information.PTC.com
CAD Data Management: Workspaces and Model StructuresPTC Windchill 11 Quick Start GuideSelect and configure customtable views.Apply workspace actions to singleor multiple objects.Action IconsStatus GlyphsCheck InShared to a projectChecked out by you inanother workspaceAnother Iteration is checkedout by another userCheck OutShared from PDMNewModified in workspaceand upload neededUndo CheckoutChecked out from PDMChecked out byanother userModifications uploadedUpdateLockedChecked out to a projectModified and not eligiblefor uploadChecked out by youAnother Iteration ischecked out by youView a model’s structure.Adjust structure view to showadditional attributes and Show/Hiderelated parts.Add assembly to workspacesor baselines.Compare the model and its relatedpart structure.Page 12 of 16 PTC Windchill 11 Quick Start GuideDid You Know?You can add an object to your workspace by rightclicking the object and selecting Add to Add toWorkspace from the commonspace’s SearchResults or the Folder Browser.PTC.com
CAD Data Management: Comparing StructuresPTC Windchill 11 Quick Start GuideFrom the top screen, click ComparePart Structure to launch the Structure Compare tool from either a CADstructure or Part Structure for aside-by-side structure comparison.View the specific differences betweenthe two structures by clickingthe arrows.Click the Build multi-level Partstructure icon to propagate (build)structure changes from the leftstructure to the right structure.Differences between the twostructures appear with a red font.Lower-pane tabs provide additionalattribute, usage and related-objectinformation.Page 13 of 16 PTC Windchill 11 Quick Start GuidePTC.com
PTC Windchill Change ManagementPTC Windchill 11 Quick Start GuideAssess your change tasks directlyfrom the My Tasks table on yourHome page through the right-clickactions menu.Use the Change Summary table toeasily see all the data on the ChangeNotice without having to navigate toeach Change Activity separately.Additional default table views includeviews for Affected Parts and ChangeIntent. Additionally, you may customizeyour view to meet your organization’sbusiness needs.Display Parts, CAD Documents,Documents and other items onthe change.Easily compareinformation.Change workflowProblem ReportChange terminology in PTC WindchillWaiverDeviationChange RequestItemDescriptionRequiredProblem ReportDefine an issue or opportunityOptionalDeviation Acceptance of planneddeparture from configurationbefore part is builtOptionalWaiverAcceptance of non-conformance after part has been builtOptionalChange RequestDefine business and technical justification for the change.Optional (withpreference)Change NoticeDefine plan for data to beReleasedYesChange TaskAssign, track and review dataand work against the ChangeNoticeYes (at least one)Change NoticeChange TaskPage 14 of 16 PTC Windchill 11 Quick Start GuideChange TaskChange TaskPTC.com
Change Management: Create New Change RequestPTC Windchill 11 Quick Start GuideStart a New Change Request byright-clicking on the affected objectand choosing New New ChangeRequest from the actions menu.Enter the Name, Description, ProposedSolution and other attributes.Objects that are either impacted by orreferenced by the Change.Business or technical justifications(e.g., files, links, etc.).Related Changes, such as ProblemReports, Deviations and Waivers.Add additional Affected Objects withPaste or Add, or use Collector to findrelated items.Did You Know?Comments for Affected Objects, suchas why this item was added (this isseparate from Disposition Comments).Page 15 of 16 PTC Windchill 11 Quick Start GuideAll tables in the Changes context have create actions, allowing you to quickly start changes without additional navigation.PTC.com
GlossaryNew to PTC Windchill? Here are some importantterms and concepts you should know:Actions: Performing a task against an object ortable in PTC Windchill is called an action. Actionsare available from icons on a table’s toolbar, theActions menu on information pages and toolbars,and right-click Actions menu on rows in tables.CAD documents: CAD files (for example, modelsor drawings) are managed in PTC Windchill asCAD documents. CAD documents and their structures can be associated to PTC Windchill parts. ACAD document is the CAD designer’s view of thedesign, and a PTC Windchill part is the rest ofthe enterprise’s view of the same design. For example, AML/AVL information is only associatedwith the corresponding PTC Windchill part. Thisassociative relationship enables CAD structuresto automatically build part structures. Top-downdesign (TDD) allows part structures to buildCAD structures.Change Management: PTC Windchill functionality that manages issues and improvements toproducts and processes via a robust, closed-loopsystem. Changes can be identified, tracked andviewed across the enterprise. The entire enterprise can then assess how these changes inproduct data will affect different teams.Commonspace: A collective term for the data thatis not in a user’s workspace. The Folder Browseris PTC Windchill’s equivalent of the commonspacein Pro/INTRALINK .Page 16 of 16 PTC Windchill 11 Quick Start GuidePTC Windchill 11 Quick Start GuideContexts: Contexts can be thought of as separatedata vaults. There are three main types of contexts in PTC Windchill: Products: A product is typically thought of asthe physical item manufactured and sold tocustomers. PTC Windchill expands the concept of a product to include the environmentin which users collaborate to develop parts. Libraries: A library is typically a vault forcommon parts, models and documents. Projects: A project is a virtual location intowhich you invite people to collaborate as aproject team. Projects are ad-hoc collaboration spaces, as opposed to Products andLibraries, which allow you more control ofproduct development processes.Information Pages: An information page is usedto access information about, and perform actionson, a particular object.Objects: An object is a generic name for businessdata that is added to, and managed in, the PTCWindchill system. For example, a part, a CADdocument, and a PTC Windchill document areall PTC Windchill objects.Occurences: An occurrence in PTC Windchill is adatabase object that stores information about onenamed usage of a part within a part structure.Tables: Information about multiple objects iscommonly presented in tables. Because sometables can contain large quantities of data, youcan define a view to display just the objects andcolumns that you want to see.Versions, Revisions, and Iterations:RevisionIterationWhen you save an object inPTC Windchill for the firstA.1time, you create the firstversion of it. In Windchill,Versionmost objects are assigneda revision and iteration.Together, the revision and iteration define theobject’s version. For example, if A.1 is the version,A is the revision and 1 is the iteration.Workspace: A workspace is a private area whereyou can manage your CAD work and perform CADdata management operations. 2015, PTC Inc. All rights reserved. Information described herein is furnishedfor informational use only, is subject to change without notice, and should notbe taken as a guarantee, commitment, condition or offer by PTC. PTC, the PTClogo, PTC Windchill, and all other PTC product names and logos are trademarksor registered trademarks of PTC and/or its subsidiaries in the United Statesand other countries. All other product or company names are property of theirrespective owners. The timing of any product release, including any features orfunctionality, is subject to change at PTC’s discretion.J6075 –WC Quick Start-11–EN–1015Roles: A role determines the access privilegesthat users have and what they are allowed to dowithin contexts. Manager, reviewer, observer, orapprover are all examples of roles.PTC.com
Page 3 of 16 PTC Windchill 11 Quick Start Guide PTC.com Searching in PTC Windchill PTC Windchill 11 Quick Start Guide Select one or more object types (Part and Document are chosen here) and enter your search or select a recent search. Easily access search results from inside the Navigator by clicking Edit Search Criteria.
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Pro/ENGINEER Wildfire 5.0 PTC Install Guide for STARBASE Students www.ptc.com www.starbasedod.com page 5 of 9 Activity One - Creating a PTC Account During this activity, you are going to create an account with PTC so you can generate a license file to run Pro/ENGINEER. Task 1: Create a PTC Academic Account
environment, drawing setups, libraries ) Language settings for PTC Creo Parametric, PTC Creo Direct, PTC Creo Simulate, PTC Creo Layout, PTC Pro/INTRALINK, PTC Windchill PDMLink, and TOOLBOX Central storage of all configuration setti
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PTC Navigate provides viewing apps that allow users to quickly and easily access specific information stored in PTC products. The apps that you can view on the PTC Navigate landing page are based on the product extensions you have imported. The PTC Navigate Framework Extension provides a platform for the app extensions.
Learn from the experts. PTC University training is available in over 100 PTC University Training Centers around the globe, or online through our eLearning solutions. Over 25,000 students each year turn to PTC University for all their PTC technology training needs, and another 30,000 use our eLearning subscriptions to improve their skills.
and Control Mode 6 PTC (230v) Control Mode 5 PTC and Control Mode 6 PTC 60 seconds MAX Reset/20 seconds Release operation These new series of control modes achieve 60 seconds to drive to the end position, with a 20 second spring return time. As with all PTC modes, this series uses the snaplock interface. Fire rated dampers are primarily
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