1. Windchill WorkGroup Manager (WGM) for Inventor installation
Windchill 10.2 M030
Revised 6/18/2015 Vaughn McDaniel

2. Process Overview Prepare for update Upload or Check-In all work
Close all programs
Uninstall existing WGM
Install Prerequisites
Install WGM
WGM Configuration
Verification

3. 1 Prepare for Update Prepare for update Uninstall existing WGM
Upload or Check-In all work
Close all programs
Uninstall existing WGM
Install Prerequisites

4. Prepare for update
Upload or Check-In all work.
Ask Users if everything is Checked In or Uploaded to Windchill. After this locally modified files will be removed.
Close all programs

5. Un-Install Existing WGM, clear data
Launch existing Windchill (WGM) Workgroup Manager Client and access Tools > Application Management. Remove all registered applications.
Uninstall the Windchill Workgroup Manager Client using Start > Programs > PTC
Delete the Windchill Workgroup Manager Client installation :\Program Files\PTC\wgm.
Clear the Java plug-in cache:
From the Windows Start menu, access the Java Control Panel: Windows 7 64-bit: Control Panel > Java
On the General tab, in the Temporary Internet Files section, click Settings.
Click Delete Files.
Click OK to confirm that you want to delete the files.
Clear local Cache by deleting %Userprofile%\AppData\Roaming\PTC\Windchill Workgroup Manager (This is a hidden folder which must be shown: )
Delete Browser Cache following - WC001 - How to clear Internet Explorer web browser and Windchill cache.docx

6. Install Prerequisites
Java Version 7 Update 40 – (1.7.0_40) 32 bit and 64 bit required
Install x86 and 64 bit Java
From one of these locations:
\\akus2206\cam\eng\Windchill Info\
\\akus2506\mon\engineering\Windchill info\
\\akus2406\eng\ENGINEERING-APPLICATIONS\Englewood_ENG_Software\
Autodesk Inventor bit and/or Creo Schematics 2.0
Internet Explorer 9,10,11
New users need to be added to this group to map Environment Variables - UX_AKUS_INVENTOR-CAD

7. Stop local file Sharing
Stop sharing the folders used by Windchill File System
To list all shared folders on computer
Right click on Computer
Select Manage
Select Shared Folders > Shares
Stop Sharing any folders in the file path by right click on folder name and select Stop Sharing
Stop Sharing the C$ and C:\Temp

8. 2
Install WGM

9. Installing the WGM As user, login to PC
Install WGM from one of these Network locations and following steps on next slides
\\akus2206\cam\eng\Windchill Info\
\\akus2506\mon\engineering\Windchill info\
\\akus2406\eng\ENGINEERING-APPLICATIONS\Englewood_ENG_Software\PTC
Executable: \WGM_10_2_30_6\CLIENT\setup.vbs

10. Accept any/all of the Java security messages
Installation
Accept any/all of the Java security messages
Install to default Location: C:\Program Files\PTC\wgm
NOTE: If OS is x64, and setup defaults to install to Program Files (x86), Cancel the installation; Internet Explorer 64-bit was not used, and software will not function correctly.

11. Keep Default settings Keep clicking next until able to click Install
Wait for installation to complete. ~ 5 min.

12. 3
Configuration

13. Setup KNA Configuration WGMCLIENT.INI file
Copy/replace the wgmclient.ini file from the install root to the desktop, then to client install location
FROM one of these locations
\\akus2206\cam\eng\Windchill Info\WGM_10_2_30_6\
\\akus2506\mon\engineering\Windchill info\WGM_10_2_30_6\
\\akus2406\eng\ENGINEERING- APPLICATIONS\Englewood_ENG_Software\PTC\WGM_10_2_30_6\
TO:
Desktop
C:\Program Files\PTC\wgm

14. WGM Configuration – Register CAD Applications
Launch the WGM: Start Menu\Programs\PTC\Windchill Workgroup Manager
Check for any Error messages
Register CAD Applications The Register Application dialog should appear (You can also access by selecting Tools - Application Manager and the Register button)
Select Autodesk Inventor 2014 or Creo Schematics
Click Register
Click Close
Close Application List dialog

15. Register Windchill
Login as user. User login prompt should appear. Windchill username and password are synced to network/ /AD account
Set Name to Windchill in Register New Server dialog, click OK
Windchill should now be available

16. Verify Installation - Inventor file storage
Verify Homepage is to KNA Inside
Verify Cache location - The Cache location is where Windchill stores the file locally
WGM -> Tools -> Server Manager – Cache tab
Verify the U: drive is not being used, as this will cause excessive LAN traffic. Contact ADMIN
Files Cache location (default is U:\ this will change to C: drive)
ADMIN: Environment Variables set this Cache location (should be set by Group Policy UX_AKUS_INVENTOR-CAD)
PTC_WLD_ROOT
%AppData%\PTC\Windchill Workgroup Manager\wldroot
PTC_WF_ROOT
%AppData%\PTC\Windchill Workgroup Manager\wfroot
PTC_VFS_ROOT
%AppData%\PTC\Windchill Workgroup Manager\vfsroot
PTC_WFS_ROOT
C:\Temp\PTC_WFS_ROOT

17. Great Job! Final Test Close all Applications
Launch Inventor or Creo Schematics and check
WGM also Launches
PTC Windchill tool bar is present
Great Job!

18. 4
Using the WGM
The end users guide

19. Inventor Icons
Most Windchill actions are available from the Inventor Menu
Bypass the WGM, when possible, by using the commands in Inventor
Open from Windchill FASTEST way to get an Inventor file open (case sensitive, ‘.ipt, .idw’ required: ex. APW2005.ipt)
Use Custom Check In until more comfortable with the background actions
Do not use New CAD Document
Pop-ups display WGM messages
Windchill Workgroup Manager for Autodesk Inventor Administrator's and User's Guide

20. Make a difference Thank you

21. ADMIN Click the Start Installation button:
ONLY IF DIRECTED BY ADMIN USE BELOW
From Windchill
Login to Windchill using Internet Explorer 64-bit:
username: us1name (ex. us1jdoe) password: Same as PC/
Navigate to Quick Links -> Software Downloads – Windchill Workgroup Manager
Click the Start Installation button: