1. What’s the Coolest thing I did in Windchill 9. 1
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:
One Configuration
One Customization
Homework:
Create slides using template provided in ProjectLink
Save slides to ProjectLink by end of day January 23rd
ProjectLink 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?

2. Windchill Name History
Coolest Customization: Windchill Name & Packaged PSE 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.

3. Coolest Customization: Windchill Name History Company Name:
Coolest Customization: Windchill Name History Company Name: Psion Teklogix Inc. Presenter Name: Patrick Chin
Summary
New Refined Solution
Windchill Name with history
Windchill Name pointing to IBA
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 ProE 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.
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

4. Coolest Customization: Windchill Name History Company Name:
Coolest Customization: Windchill Name History Company Name: Psion Teklogix Inc. Presenter Name: Patrick Chin
Results
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

5. Coolest Customization: Windchill Name History Company Name:
Coolest Customization: Windchill Name History Company Name: Psion Teklogix Inc. Presenter Name: Patrick Chin
Results
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

6. Result of this Solution – Workspace View
Coolest Customization: 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

7. Result of this Solution – Context Folder View
Coolest Customization: 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

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

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

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

11. Updating Table Views in Windchill Workgroup Manager
Coolest Customization: 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

12. Coolest Customization: Windchill Name History Company Name:
Coolest Customization: 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

13. Requirements and Solution
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 (ProE, 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_objectID.<native file extension>/zip
For WTDocument with secondary content, the primary and secondary are zipped as a package.
WTDocuments and EPMDocument Effectivity

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

15. 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
ProE Folder

16. Not Released Functionality
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