Windchill PartsLink Post Installation Instructions

 

The following post-installation steps are required to configure Windchill PartsLink for use with the Windchill 10.2.

 

1. Ensure that the Windchill server is running.

2. Create a classification binding attribute. For more information on the following steps

1. Log in as a site administrator, and launch Site ▶ Utilities ▶ Type and Attribute Management.
2. From the Manage Global Attributes window, create a global attribute with a String data type. Note the name of the global attribute you just created.
3. In the Manage Types window, navigate to the Part type.
4. Select Edit from the Actions drop-down list.
5. Create a new attribute on the Part type, selecting Global as the attribute type, and selecting the global attribute created in step b.
6. Click on the name of the new attribute to view the attribute’s information page.
7. On the Constraints tab, add a new constraint, and choose the Classification constraint rule.
8. In the Enter namespace field, enter the following: com.ptc.csm.default_clf_namespace
9. Click done to save your changes.
10. Parts can now be classified against the classification binding attribute defined. Repeat these steps to create additional classification binding attributes, to achieve multi-classification.
     
     

3. Add the classification attributes to the part information page: View the Part type in the Type and Attribute Management utility,

• Select Edit from the Actions drop-down list.
• From the Layouts tab, select the More Attributes Info Page Layout from the Layouts drop-down list.
• From the drop down list below an existing attribute group, select Nested Classification Layout and click Add.
• In the Add a new layout component window, select the classification binding attribute created in step 5, and click OK.
• Enter a Group Display Name for the nested classification layout.
• Repeat steps a through g for each classification binding attribute you want added to the part information page.
• Click Done.

 

Loading a Demo Classification Structure

On a fresh server, you can load the demo classification as it is, as a starting point, or you can update the demo classification and use it to create your own classification structure. The demo classification is provided only as a sample classification and is not loaded automatically as part of the Windchill PartsLink installation. To load the demo classification, complete the following steps.

1. Open the following load file in a text editor:

$Windchill$\loadFiles\partslink\demoClf\DemoClassification_nodes.xml

Where $Windchill$ is the location of your installed Windchill solution.

2. Update the file path in the <csvcontentRoot> element to point to the actual drive letter and directory where your Windchill solution is installed. For example, if your Windchill solution was installed on the * drive, in a directory named Windchill,

3. <csvContentRoot handler= "com.ptc.core.lwc.server. TypeDefinitionLoader. getContentRoot">

4.<csvcontentRoot>$Windchill_Home$/loadFiles/partslink/demoClf/attachments/</csvcontentRoot>

5. <!--TODO: Update above csvContentRoot path before actual load-->

</csvContentRoot>

6. Load the following files in the order specified, using the procedure in the PTC Windchill Installation and Configuration Guide:

• <Windchill>\loadFiles\partslink\demoClf\DemoClassification_QOM.xml
• <Windchill>\loadFiles\partslink\demoClf\DemoClassification_attributes.xml
• <Windchill>\loadFiles\partslink\demoClf\DemoClassification_nodes.xml
   

                  Windchill Worker Agent Configuration

 

1. Navigate to SiteàUtilitiesà Worker Agent Administration.  Click on Worker Agent Administration
2. The Worker Agent Administration window opens.

 

 

 

• Click on Configure to start configuring a worker in windchill server.
   
  
   
   
   
  Step 1: Click on ADD Worker to start the configuration of worker agent
  
  Step 2: Add Worker panel window opens.
  
  In the Add Worker panel, you specify the host name of the visualization server and the data type of the Worker to be created. 

• Host - Specify hostname of the visualization server machine.
• Data Type - Specify the data type from the list of types (ref above image).

• Click Next. This displays the Worker Location panel.

Step 3: Select the location where the worker resides:

 

• The Windchill Server — the worker resides on the same machine as the Windchill server.
• A different Windows NT machine — the worker resides on a Windows machine other than the Windchill server.
• A different UNIX machine — the worker resides on a UNIX machine other than the Windchill server.
   
  Click on Next to display the Worker Execution Command panel.
  
   

Step 4: In this panel, we specify the script used to start the worker and the execution settings

Enter values for the following parameters:

• Execute command — the execute command is the worker script created during the Creo View Adapter configuration. Type the complete path to this script in the Execute Command text field. Specify the command which will start the worker executable on the host machine.
• Startup Time (sec) — Specify an amount of time in seconds that it takes for the worker and the system to completely start, initialize, and be able to return a message confirming this. If this value is not large enough, the worker does not start reliably. Adjust the setting to work on your system.
• Max Instances — specify the maximum number of instances of this worker that can be started. You should only set this value to be greater than one (1) if the worker machine is capable of running multiple copies of the application effectively (that is, a multiprocessor system with sufficient memory).
• AutoStart — Select this option to set the worker to start automatically whenever it is needed. You should use this option if you want your system to automatically start up after a reboot or if you want the Worker Agent to automatically satisfy heavy demand.
• AutoIdleStop (sec) — Specify an amount of time in seconds that determines how long the worker can remain idle before it is automatically stopped. If you leave this field empty or set it to zero (0), the worker is not stopped automatically at idle time. Use this option if you need to release the license when it is not being used.
• AutoErrorStop — Click this option to set the worker to stop automatically whenever it returns an error from a conversion request. Use this option if you need to make sure that the application is not left in an unstable state after an error condition.
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  Click Next to display the Worker Summary Information panel. This panel displays the values you entered or selected during the add worker process.
   
  Step 5: Verify the worker information displayed in this panel is correct, click Apply.
   
  

• You are returned to the Worker Configuration window (step 1 of the configuration). Click Save File to update the <Windchill>\codebase\agent.ini file with your configuration changes.
• Click Reload Worker Agent to commit the changes and update the Worker Agent Administration worker entries.
   

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Configuring a Worker on a Different Windows Machine

 

Follow the same steps 1 through 4; here select a different Windows NT machine

In this scenario, the visualization server and the worker machines are different, and the worker resides on a Windows machine. Click Next.

Step 5: Complete the Worker Execution Command instructions

Execute locally — The Execute locally option is available when "A different Windows NT machine" or "A different UNIX machine" is selected in the Worker Location window in Step 4. It specifies whether the Execute command is local to the Windchill machine or to the host machine.

Step 7: Common File system configuration

• Windchill Machine Path — Enter the Location of the common file system relative to the Windchill machine
• <machine_name>Path (Worker) — Enter the location of the common file system on the Creo Parametric CAD worker machine; for example, the shared folder to which the Windchill server must connect to via a mapped drive. In this example, the path is:
  C:\SharedFolder
• FTP Username — Type the FTP user name.
• FTP Password — Type the FTP password.
   
   

• Follow the same remaining steps as mentioned in the above process.