Curriculum Guide Windchill ProjectLink 10.1 Source...Installation and Configuration of Windchill...

Windchill ProjectLink 10.1

Curriculum Guide

Live Classroom Curriculum Guide

Introduction to Windchill ProjectLink 10.1

Business Administration of Windchill ProjectLink 10.1

Workflow Administration of Windchill 10.1

System Administration of Windchill 10.1

Introduction to Windchill ProjectLink 10.1Overview

Course Code TRN-3808-T

Course Length 1 Day

In this course, you will learn how to participatein and manage projects using WindchillProjectLink 10.1. During this course, anemphasis will be placed on how to access andnavigate the Windchill ProjectLink interface;including navigating and using your personalenvironment, the project environment, andproduct structures. You will also learn howto manage document information, CADinformation, and assigned tasks. You will gainan understanding of creating and managingprojects, which includes planning activities andmilestones, assigning the project team, andsetting up the folder storage structure. Finally,you will learn how to communicate with otherteam members using the collaboration tools ofWindchill ProjectLink.At the end of each module, you will completea set of review questions to reinforce criticaltopics from that module. At the end of thecourse, you will complete a course assessmentin Pro/FICIENCY intended to evaluate yourunderstanding of the course as a whole.

Course Objectives• Access Windchill Help• Browse and search for Windchill objects• View the attributes, content, and relationships

of Windchill objects• Identify the project manager’s role• Plan projects, project resources, and project

storage• Identify the differences between projects and

programs• Identify differences between projects and

classic projects• Create projects in Windchill, including the

plan objects required to support them• Design an action item

• Create and manage project storage andaccess controls

• Modify and create documents• Build document relationships• Identify the role of parts, end items, and

documents in product structures• Identify various approaches used to create

product structures• Distinguish part masters and part versions• View part structure components• Access part viewables• View product structure related information

• Create parts and end items• Build and edit product structures• Manage your Windchill notebook• Create and manage subscriptions• Complete Windchill assignments• Reassign assignments to other team

members• Manage your Windchill calendar• Update the project status• Monitor the project timeline

• Use Microsoft Project in conjunction withWindchill

• Discuss objects in forums• Manage and schedule meetings

Prerequisites

• None

Audience

• This course is intended for both project participants and project managers using the ProjectLinkapplication. People in related roles will also benefit from taking this course.

Agenda

Day 1

Module 1 Introduction to the Windchill Environment

Module 2 Introduction to Project Management

Module 3 Implementing Projects

Module 4 Creating Documents and Links

Module 5 Modifying and Managing Documents

Module 6 Introduction to Product Structure Management

Module 7 Viewing Product Structures

Module 8 Creating Product Structures

Module 9 Managing Your Work

Module 10 Managing Projects

Module 11 Communication and Collaboration

Business Administration of Windchill ProjectLink 10.1Overview


Course Length 3 Days

In this course, you will gain an understandingof basic Windchill ProjectLink administrationtasks. You will learn how to plan and createuser accounts and groups, and plan and createinformation management storage strategies.Other topics will include life cycles, workflows,teams, and configuring domain policies. Theseskills are important because they enable abusiness administrator to configure WindchillProjectLink to meet business needs. Aftercompleting this course, you will be wellprepared to set up and manage a basicWindchill ProjectLink implementation at yourcompany., and At the end of each module,you will complete a set of review questionsto reinforce critical topics from that module.At the end of the course, you will complete acourse assessment in Pro/FICIENCY intendedto evaluate your understanding of the courseas a whole.

Course Objectives• Understand the processes involved in

defining your business environment• Identify the use of a Windchill Organization• Create an organization• Create and manage user accounts and

groups• Identify best practices for managing

organizations, groups, and user accounts• Identify contexts and their relationships• Assign project and program creators• Create and manage project and program

contexts• Identify Windchill object names and their

corresponding object type class names

• Create Global Attributes• Add attributes to a Windchill Type• Create Windchill Types• Identify and set object initialization rules• Implement custom versioning sequences• Create and define life cycle and workflow

templates• Associate life cycle and workflow templates• Understand the Windchill domain policy

architecture• Define access control policies

• Identify individual access control permissions• Administer and troubleshoot access control

lists• Define notification policies• Define indexing policies• Use Context Teams to apply access control• Use Context Teams and team templates to

conduct workflow role resolution• Create and manage document templates

within product, library, and organizationcontexts

• Identify how to create CAD documenttemplates

• Create project and program context templates

• Create, manage, and edit promotionpreferences

• Identify the promotion review and approvalprocesses

• Use ModelCHECK validation during Check In• Administer administrator-saved searches• Administer user profiles• Administer Windchill views• Administer calendar functions• Administer organization preferences• Identify the report manager functions

• Identify visualization publishing controls• Identify purge manager functions• Audit system events

Prerequisites

• TRN-3808 Introduction to Windchill ProjectLink 10.1

Audience

• This course is intended for business administrators, system administrators, and project team leaders.Implementation team members, including user adoption team members, and those with generalWindchill administration responsibilities will also benefit from taking this course.

Agenda

Day 1

Module 1 Introduction to Windchill Business Administration

Module 2 Managing Participants

Module 3 Managing Contexts

Module 4 Managing Objects, Object Types, and Object Attributes

Day 2

Module 5 Managing Object Type Behavior

Module 6 Automating Processes Using Life Cycles and Workflows

Module 7 Managing Domain Policies and Access Control

Day 3

Module 8 Managing Teams

Module 9 Managing Organization Templates

Module 10 Administrative Support Tools

Workflow Administration of Windchill 10.1Overview



After completing this course, you will be ableto plan and configure workflow automationfeatures to support your company’s businessprocesses.In this course, you will learn Windchill Workflowfeatures and how to design, configure, and testworkflow processes.At the end of each module, you will completea set of review questions to reinforce criticaltopics from that module. At the end of thecourse, you will complete a course assessmentin Pro/FICIENCY intended to evaluate yourunderstanding of the course as a whole.

Course Objectives• Describe the business objects that control

and define the Windchill business processdefinition

• Identify the tools used to manage workflowtemplates

• Display, create, and modify workflowtemplates

• Determine what a pre-written workflowprocess does

• Initiate, track, and manage workflowprocesses

• Define and configure assigned activities• Use connectors in workflow templates• Use links in workflow templates• Group workflow nodes into block processes

• Create references to other workflowtemplates using proxy processes

• Send notifications from a workflow process• Check an object in or out automatically in a

workflow process• Move a Windchill object through its life cycle

using workflow processes• Create a time delay in a workflow process• Launch an external application from a

workflow process• Execute a Java expression within a workflow

process• Synchronize a workflow process with a

system event• Communicate with another server using a

URL from a workflow process

• Configure basic and advanced life cycles• Specify the workflows to be used in advanced

life cycles• Configure a promotion request• Modify a workflow for use with promotion

requests• Use routing to reassign a life cycle in a

project or program• Create a life cycle and workflow for use with

project routing

Prerequisites

• Any one of the following courses:

• T3820 (WBT-3820-0) Business Administration of Windchill PDMLink 10.1

• T3821 (WBT-3821-0) Business Administration of Windchill ProjectLink 10.1

• T3823 (WBT-3823-0) Business Administration of Arbortext Content Manager 10.1

Audience

• This course is intended for Windchill business administrators and application developers

Agenda

Day 1

Module 1 Using Workflow Tools

Module 2 Defining Manual Tasks

Day 2

Module 3 Controlling Process Flow

Module 4 Simplifying Complex Templates

Module 5 Automating Tasks

Module 6 Using Workflow Templates

System Administration of Windchill 10.1Overview



In this course, you will learn how to installand configure Windchill system components.You will also learn how to implement filevaulting and content replication. You will gainan understanding of how to perform routineWindchill system administration tasks, includinghow to manage Windchill services and optimizeWindchill components for performance.Additionally, you will focus on daily, weekly, andmonthly system maintenance tasks requiredby the Windchill system administrators. Othertopics include managing an Oracle database,troubleshooting background queues, andcontrolling system backup procedures., Atthe end of each module, you will completea set of review questions to reinforce criticaltopics from that module. At the end of thecourse, you will complete a course assessmentin Pro/FICIENCY intended to evaluate yourunderstanding of the course as a whole. ,and Note: Due to the subject matter of thisclass, simulated software is used for Windchillinstallation to provide an accurate, effective,and efficient training experience that couldnot otherwise be duplicated in a standardclassroom environment.

Course Objectives• Introduction to Windchill architecture• Install and configure Windchill solutions• Implement file vaulting and content replication• Tune Windchill components• Tune Windchill workflows• Manage background queues• Manage Oracle database• Manage system backups• Manage system logs and alerts

• Monitor daily, weekly, and monthly tasks

Prerequisites

• Familiarity with the Windchill PDMLink 10.1 or Windchill ProjectLink 10.1 user interface

• Familiarity with the Windows command prompt and the ability to form and execute basic SQLstatements

Audience

• This course is intended for System Administrators and Application Developers

Agenda

Day 1

Module 1 Windchill System Architecture Overview

Module 2 Planning Windchill Installation

Module 3 Installing Windchill Components

Module 4 Managing Windchill Services

Module 5 Managing Windchill Properties

Module 6 File Vaulting and Replication Overview

Module 7 Implementing File Vaults

Day 2

Module 8 Implementing Content Replication

Module 9 Tuning Windchill Server

Module 10 Managing Background Queues

Module 11 Tuning Workflow Processes

Module 12 Oracle Database Management

Day 3

Module 13 Windchill Backup and Recovery

Module 14 Managing Log Files and Alerts

Module 15 System Monitoring — Daily Tasks

Module 16 System Monitoring — Weekly Tasks

Module 17 System Monitoring — Monthly Tasks

Web Based Curriculum Guide

Locate and View Information with Windchill ProjectLink 10.1

Standard Document Management with Windchill ProjectLink 10.1

Work Management with Windchill ProjectLink 10.1

Project Data Management with Windchill ProjectLink 10.1

Business Administration Overview of Windchill ProjectLink 10.1

User and Policy Administration of Windchill ProjectLink 10.1

Data and Context Administration of Windchill ProjectLink 10.1

Process Administration of Windchill ProjectLink 10.1

Creo Parametric Data Administration in Windchill 10.1

System Administration Overview of Windchill 10.1

Installation and Configuration of Windchill 10.1

Performance Tuning of Windchill 10.1

Backup and Recovery of Windchill 10.1

System Monitoring and Maintenance of Windchill 10.1

Introduction to Windchill ProjectLink 10.1

Business Administration of Windchill ProjectLink 10.1

System Administration of Windchill 10.1

Locate and View Information with Windchill ProjectLink 10.1Overview

Course Code WBT-3720-0

Course Length 2 Hours

In this Locate and View Information withWindchill ProjectLink 10.1 course, you willlearn basic skills required to access andview information, such as: logging on,accessing help, and locating and viewingproduct information. This course constitutes acomprehensive review of Windchill ProjectLinklocate and view functionality. In addition,the content is built to support topic-basedcourse configurations., and You will completePro/FICIENCY skills assessment questions foreach topic. These questions are used to helpreinforce your understanding of the coursetopics.

Course Objectives• Identify and describe the capabilities of

Windchill's primary object types• Identify Windchill storage locations, iteration

and revision controls, process controls,access controls, and collaboration features

• Access Windchill• Navigate within Windchill• Access Help• Execute simple and advanced searches• Save searches• Browse contexts• Use, manage, and create Windchill table

views• View the attributes, content, and relationships

of Windchill objects

Prerequisites

• Basic browser and Web navigation skills

• Basic understanding of product development processes and deliverables

Audience

• This course is intended for any user that needs to access product information residing within theWindchill ProjectLink system. People in related roles will also benefit from taking this course.

Table of ContentsModule 1 Introduction to the Windchill Environment

Module 2 Locating Information

Module 3 Viewing Information

Standard Document Management with Windchill ProjectLink10.1Overview


Course Length 1.5 Hours

In this course, you will learn the basic skillsnecessary to perform typical documentmanagement tasks using Windchill ProjectLink10.1. You will learn document managementskills, such as creating and modifyingdocuments. This course constitutes acomprehensive review of Standard DocumentManagement functionality. In addition, thecontent is built to support topic-based courseconfigurations., and At the end of each module,you will complete a skills assessment. Thequestions are used to help reinforce yourunderstanding of the module topics and formthe basis for review of any topics, if necessary.

Course Objectives• Identify the capabilities of a standard

document.• Set document preferences.• Create documents.• Modify documents.• Create document relationships.

Prerequisites

• WBT-3720-0 Locate and View Information with Windchill ProjectLink 10.1

Audience

• This course is intended for any user who will manage documents within Windchill ProjectLink.

Table of ContentsModule 1 Creating Documents and Links


Work Management with Windchill ProjectLink 10.1Overview



In this course, you will learn how to manageyour work. You will explore the Windchillcommunication and collaboration mechanismincluding packages. This course constitutes acomprehensive review of common Windchilltasks. In addition, the content is built to supporttopic-based course configurations. You willlearn how to participate in Windchill processesand how to manage your tasks. Othermiscellaneous topics include managing userpreferences and performing common tasks,such as Move, Save As, and Rename. Aftercompleting the course, you will be prepared toperform common Windchill tasks, as well ashave a better understanding of the Windchillsystem implementation at your company.You will complete Pro/FICIENCY skillsassessment questions for each topic. Thesequestions are used to help reinforce yourunderstanding of the course topics.

Course Objectives• Manage your work environment• Identify Windchill communication and

collaboration tools• Manage Windchill packages• Participate in workflow processes• Manage user preferences• Perform Common Windchill tasks

Prerequisites

• Basic Windchill 10.1 understanding.

Audience

• This course is intended for any user who needs to learn about common tasks performed in Windchill

Table of ContentsModule 1 Managing Your Work


Module 3 Participating in Processes

Module 4 Performing Common Tasks

Module 5 Managing Windchill Packages

Project Data Management with Windchill ProjectLink 10.1Overview



In this course, you will learn how to functionas a project manager within the WindchillProjectLink environment. You will learn aboutcreating projects, meaning you will createactivities and milestones that define the projecttimeline. Additionally, you will learn how toassign ownership responsibility of the activitiesand milestones to your project's team membersas well as update the project phase, status, andtimeline. Finally, you will learn how to managedata using Windchill ProjectLink and MicrosoftProject. After completing this course, youwill be prepared to complete basic WindchillProjectLink management tasks and activities,as well as having a better understandingof Windchill ProjectLink data managementprocesses.You will complete Pro/FICIENCY skillsassessment questions for each topic. Thesequestions are used to help reinforce yourunderstanding of the course topics.

Course Objectives• Identify steps involved in project management• Plan projects• Create projects in Windchill• Create activities, milestones, and summary

activities• Create project deliverables• Create and managing action items• Update projects• Monitor project timelines• Use Microsoft Project with Windchill

Prerequisites

• Locate and View Information with Windchill ProjectLink 10.1

Audience

• This course is intended for project managers. People in related roles will also benefit from takingthis course.

Table of ContentsModule 1 Introduction to Project Management



Business Administration Overview of Windchill ProjectLink10.1Overview



In this course, you will learn about WindchillProjectLink’s capabilities and terminology,the role of the Business Administrator inmanaging the Windchill ProjectLink businessenvironment, and the steps required to plan theimplementation of Windchill ProjectLink at yourcompany., and You will complete Pro/FICIENCYskills assessment questions for each topic.These questions are used to help reinforce yourunderstanding of the course topics.

Course Objectives• Explain the role of the Business Administrator• Define terminology• Identify the data to be managed• Understand the processes involved in

defining your business environment• Plan the implementation strategy for your

business environment

Prerequisites

• Locate and View Information with Windchill ProjectLink 10.1

Audience

• This course is intended for business administrators, system administrators, and project team leaders.Implementation team members, including user adoption team members and those with generalWindchill ProjectLink administration responsibilities, will also benefit from taking this course.

Table of ContentsModule 1 Introduction to Windchill Business Administration

User and Policy Administration of Windchill ProjectLink 10.1Overview



In this course, you will learn how to administerusers, groups, domains, teams, and accesscontrol in Windchill ProjectLink., and You willcomplete Pro/FICIENCY skills assessmentquestions for each topic. These questions areused to help reinforce your understanding ofthe course topics.

Course Objectives• Create and manage user accounts and


organizations, groups, and user accounts• Understand the Windchill domain policy

architecture• Define access control policies• Identify individual access control permissions• Administer and troubleshoot access control

lists• Define notification policies• Define indexing policies• Use Context Teams to apply access control

• Use Context Teams and team templates toconduct workflow role resolution

Prerequisites

• Business Administration Overview of Windchill ProjectLink 10.1

Audience


Table of ContentsModule 1 Managing Participants



Data and Context Administration of Windchill ProjectLink 10.1Overview



In this course, you will learn how to performWindchill ProjectLink administration tasks.You will learn the various Windchill storagecontainers, such as the site context, projectcontexts, and program contexts. You will createthese contexts and store objects in them. Youwill also learn how to create new object typesand modify the functionality of existing typesin these contexts, enabling them to have extraattributes or to set attributes automatically uponobject initialization., and You will completePro/FICIENCY skills assessment questions foreach topic. These questions are used to helpreinforce your understanding of the coursetopics.

Course Objectives• Identify contexts and their relationships• Assign context creators• Create and manage contexts• Identify Windchill object names and their

corresponding object type class names• Create Global Attributes• Add attributes to a Windchill Type• Create a Windchill Type• Identify and set object initialization rules• Implement custom versioning sequences• Create and manage document templates

within program, project, and organizationcontexts


• Create project and program context templates• Use ModelCHECK validation during Check In• Administer administrator-saved searches• Administer user profiles• Administer Windchill views• Administer calendar functions• Administer organization preferences

• Identify the report manager functions• Identify visualization publishing controls• Identify purge manager functions• Audit system events

Prerequisites


Audience


Table of ContentsModule 1 Managing Contexts





Process Administration of Windchill ProjectLink 10.1Overview



In this course, you will learn about Windchilllife cycle and workflow templates. Life cyclesare composed of states that correspond tothe business stages an object reaches asit matures. Life cycle states are used tohelp regulate user interaction with an object.Workflow templates are used to deliver theactivities and manage the events required topromote the object from one stage of maturity tothe next., and You will complete Pro/FICIENCYskills assessment questions for each topic.These questions are used to help reinforce yourunderstanding of the course topics.

Course Objectives• Create and define life cycle and workflow

templates• Associate life cycle and workflow templates

Prerequisites


Audience


Table of ContentsModule 1 Automating Processes Using Life Cycles and Workflows

Creo Parametric Data Administration in Windchill 10.1Overview


Course Length 1 Hour

This course constitutes a comprehensivereview of configuring Creo Parametric withWindchill. In addition, the content is built tosupport topic-based course configurations.After completing this course, you will beprepared to configure Creo Parametric to workin a Windchill environment. You will also havea basic understanding of the Creo Parametricand Windchill architectures.In this course, you will learn key capabilitiesand features of configuring Creo Parametricto work with Windchill, such as the Windchillarchitecture that is used to support CreoParametric. Additionally, you will be taughtabout Creo Parametric configuration files andoptions, and preferences in Windchill thattogether configure your working environmentfor the management of your Creo ParametricCAD documents.You will complete Pro/FICIENCY skillsassessment questions for each topic. Thesequestions are used to help reinforce yourunderstanding of the course topics .

Course Objectives• Understand the Windchill Workgroup

Manager Architecture• Use and edit Creo Parametric Startup Files

(PSF)• Use configuration elements to configure Creo

Parametric to work with Windchill• Configure Windchill Workgroup Manager

Preferences in Windchill• Map Creo Parametric parameters to Windchill

Attributes

Prerequisites

• Locate and View Information with Windchill 10.1 or equivalent

• Basic understanding of Creo Parametric

Audience

• This course is intended for System Administrators and end users

Table of ContentsModule 1 Creo Parametric Data Administration

System Administration Overview of Windchill 10.1Overview


Course Length 0.5 Hour

In this course, you will identify Windchill systemcomponents. You will learn about the Windchillsystem architecture and how various Windchillcomponents (such as the Web server, theWindchill servers, and the database) interact.,and At the end of the course, you will completea skills assessment. The questions are usedto help reinforce your understanding of themodule topics and form the basis for review ofany topics, if necessary.

Course Objectives• Introduction to Windchill architecture• Advantages of 3-tier system architecture• Identify required system components• Identify Windchill optional components

Prerequisites• None

Audience• This training course is intended for System Administrators and Application Developers.

Table of ContentsModule 1 Windchill System Architecture Overview

Installation and Configuration of Windchill 10.1Overview


Course Length 2 hours

In this course, you will learn how to planyour Windchill installation. You will then learnhow to install and configure Windchill systemcomponents, including Apache Web server,Oracle database, and a Windchill solution,as well as learn how to install and configureCreo visualization adapters and a CAD worker.Additionally, you will configure your system forexternal file storage and set up file vaulting.Finally, you will implement content replication byinstalling and configuring a Windchill file serverto support a distributed environment. Additionaltopics include setting up replication vaults,replication rules, and replications schedules.,and You will complete Pro/FICIENCY skillsassessment questions for each topic. Thesequestions are used to help reinforce yourunderstanding of the course topics.

Course Objectives• Plan Windchill installation• Identify Windchill installation requirements• Install and configure a Windchill solution• Install Creo visualization adapters and

configure a CAD worker• Identify Windchill file vaulting and replication

architecture• Create master file vaults and vaulting rules• Install and configure a Windchill file server• Configure replication vaults• Create replication rules and schedules

Prerequisites

• System Administration Overview of Windchill 10.1

Audience

• This training course is intended for System Administrators and Application Developers. People inrelated roles will also benefit from taking this course.

Table of ContentsModule 1 Planning Windchill Installation





Performance Tuning of Windchill 10.1Overview



In this course, you will learn how to optimizevarious Windchill components for performance.You will identify and modify various Windchillconfiguration property settings, as well aslearn how to allocate additional memory toWindchill components and effectively manageWindchill cache. Additionally, you will learnhow to manage Windchill background queuesand improve their performance. You will alsoimplement Windchill workflow queue poolingto boost workflow performance. Finally, youwill use Windchill Configuration Assistant tomodify Windchill settings and configure multipleWindchill servers, including background methodservers., and You will complete Pro/FICIENCYskills assessment questions for each topic.These questions are used to help reinforce yourunderstanding of the course topics.

Course Objectives• Tune Windchill components for performance• Allocate resources to Windchill components• Modify settings using the Windchill

Configuration Assistant• Identify system administration utilities• Manage Windchill property files• Manage background queues• Configure multiple method servers• Set Windchill cache sizes• Identify WAN performance optimizing options

• Set up workflow queue pooling• Identify Oracle storage structure• Tune Oracle database for performance

Prerequisites


Audience


Table of ContentsModule 1 Managing Windchill Properties





Backup and Recovery of Windchill 10.1Overview


Course Length 0.5 Hour

In this course, you will identify Windchill backupand recovery architecture and learn how tobackup your Windchill system. Specifically,you will learn how to perform a hot and a coldbackup of Windchill components, including Webserver, Oracle database, Windchill applicationserver, and Windchill Directory Server.Additionally, you will learn how to perform asystem recovery in case of a disaster., and Youwill complete Pro/FICIENCY skills assessmentquestions for each topic. These questions areused to help reinforce your understanding ofthe course topics.

Course Objectives• Identify Windchill backup and recovery

architecture• Perform a cold backup• Perform a hot backup• Perform system recovery• Implement Oracle suggested backup strategy• Enable Oracle archive log• Manage file vault and replica vault backups• Suspend and enable background queues• Backup and restore directory server

• Rebuild LDAP indexes• Export and import LDAP information

Prerequisites


Audience


Table of ContentsModule 1 Windchill Backup and Recovery

System Monitoring and Maintenance of Windchill 10.1Overview



In this course, you will learn about the overallWindchill system monitoring and maintenancemechanism. Specifically, you will focuson the daily, weekly, and monthly systemmaintenance tasks required by the Windchillsystem administrators. You will also learn howto manage Windchill log files, database alerts,and system services. Additionally, you willlearn how to properly start and stop Windchillcomponent services., and You will completePro/FICIENCY skills assessment questions foreach topic. These questions are used to helpreinforce your understanding of the coursetopics.

Course Objectives• Start and stop Windchill services• Automate Windchill services• Identify Windchill log files• Set up Oracle alerts• Manage Web Server and directory server

Logs• Identify and perform daily, weekly, and

monthly maintenance tasks• Run system health checks• Monitor system performance• Perform database maintenance• Rebuild LDAP indexes

Prerequisites


Audience


Table of ContentsModule 1 Managing Windchill Services





Introduction to Windchill ProjectLink 10.1Overview



In this course, you will learn how to participatein and manage projects using WindchillProjectLink 10.1. During this course, anemphasis will be placed on how to access andnavigate the Windchill ProjectLink interface;including navigating and using your personalenvironment, the project environment, andproduct structures. You will also learn howto manage document information, CADinformation, and assigned tasks. You will gainan understanding of creating and managingprojects, which includes planning activities andmilestones, assigning the project team, andsetting up the folder storage structure. Finally,you will learn how to communicate with otherteam members using the collaboration tools ofWindchill ProjectLink.At the end of each module, you will completea set of review questions to reinforce criticaltopics from that module. At the end of thecourse, you will complete a course assessmentin Pro/FICIENCY intended to evaluate yourunderstanding of the course as a whole.

Course Objectives• Access Windchill Help• Browse and search for Windchill objects• View the attributes, content, and relationships

of Windchill objects• Identify the project manager’s role• Plan projects, project resources, and project

storage• Identify the differences between projects and

programs• Identify differences between projects and

classic projects• Create projects in Windchill, including the

plan objects required to support them• Design an action item

• Create and manage project storage andaccess controls

• Modify and create documents• Build document relationships• Identify the role of parts, end items, and

documents in product structures• Identify various approaches used to create

product structures• Distinguish part masters and part versions• View part structure components• Access part viewables• View product structure related information

• Create parts and end items• Build and edit product structures• Manage your Windchill notebook• Create and manage subscriptions• Complete Windchill assignments• Reassign assignments to other team

members• Manage your Windchill calendar• Update the project status• Monitor the project timeline

• Use Microsoft Project in conjunction withWindchill

• Discuss objects in forums• Manage and schedule meetings

Prerequisites

• None

Audience

• This course is intended for both project participants and project managers using the ProjectLinkapplication. People in related roles will also benefit from taking this course.

Table of ContentsModule 1 Introduction to the Windchill Environment

Module 2 Introduction to Project Management


Module 4 Creating Documents and Links


Module 6 Introduction to Product Structure Management

Module 7 Viewing Product Structures

Module 8 Creating Product Structures

Module 9 Managing Your Work



Business Administration for Windchill ProjectLink 10.1Overview



In this course, you will gain an understandingof basic Windchill ProjectLink administrationtasks. You will learn how to plan and createuser accounts and groups, and plan and createinformation management storage strategies.Other topics will include life cycles, workflows,teams, and configuring domain policies. Theseskills are important because they enable abusiness administrator to configure WindchillProjectLink to meet business needs. Aftercompleting this course, you will be wellprepared to set up and manage a basicWindchill ProjectLink implementation at yourcompany., and You will complete Pro/FICIENCYskills assessment questions for each topic.These questions are used to help reinforce yourunderstanding of the course topics.

Course Objectives• Understand the processes involved in

defining your business environment• Identify the use of a Windchill Organization• Create an organization• Create and manage user accounts and


organizations, groups, and user accounts• Identify contexts and their relationships• Assign project and program creators• Create and manage project and program

contexts• Identify Windchill object names and their

corresponding object type class names

• Create Global Attributes• Add attributes to a Windchill Type• Create Windchill Types• Identify and set object initialization rules• Implement custom versioning sequences• Create and define life cycle and workflow

templates• Associate life cycle and workflow templates• Understand the Windchill domain policy

architecture• Define access control policies

• Identify individual access control permissions• Administer and troubleshoot access control

lists• Define notification policies• Define indexing policies• Use Context Teams to apply access control• Use Context Teams and team templates to

conduct workflow role resolution• Create and manage document templates

within product, library, and organizationcontexts


• Create project and program context templates

• Create, manage, and edit promotionpreferences

• Identify the promotion review and approvalprocesses

• Use ModelCHECK validation during Check In• Administer administrator-saved searches• Administer user profiles• Administer Windchill views• Administer calendar functions• Administer organization preferences• Identify the report manager functions

• Identify visualization publishing controls• Identify purge manager functions• Audit system events

Prerequisites

• Introduction to Windchill ProjectLink 10.1

Audience

• This course is intended for business administrators, system administrators, and project team leaders.Implementation team members, including user adoption team members and those with generalWindchill administration responsibilities, will also benefit from taking this course.

Table of ContentsModule 1 Introduction to Windchill Business Administration

Module 2 Managing Participants

Module 3 Managing Contexts



Module 6 Automating Processes Using Life Cycles and Workflows





System Administration of Windchill 10.1Overview

In this course, you will learn how to installand configure Windchill system components.You will also learn how to implement filevaulting and content replication. You will gainan understanding of how to perform routineWindchill system administration tasks, includinghow to manage Windchill services and optimizeWindchill components for performance.Additionally, you will focus on daily, weekly, andmonthly system maintenance tasks requiredby the Windchill system administrators. Othertopics include managing an Oracle database,troubleshooting background queues, andcontrolling system backup procedures.At the end of each module, you will completea set of review questions to reinforce criticaltopics from that module. At the end of thecourse, you will complete a course assessmentin Pro/FICIENCY intended to evaluate yourunderstanding of the course as a whole.Note: Due to the subject matter of this class,simulated software is used for Windchillinstallation to provide an accurate, effective,and efficient training experience that couldnot otherwise be duplicated in a standardclassroom environment.

Course Objectives• Introduction to Windchill architecture• Install and configure Windchill solutions• Implement file vaulting and content replication• Tune Windchill components• Tune Windchill workflows• Manage background queues• Manage Oracle database• Manage system backups• Manage system logs and alerts

• Monitor daily, weekly, and monthly tasks



Prerequisites

• Familiarity with the Windchill PDMLink 10.1 or Windchill ProjectLink 10.1 user interface

• Familiarity with the Windows command prompt and the ability to form and execute basic SQLstatements

Audience

• This course is intended for System Administrators and Application Developers

Table of ContentsModule 1 Windchill System Architecture Overview

Module 2 Planning Windchill Installation


Module 4 Managing Windchill Services

Module 5 Managing Windchill Properties








Module 13 Windchill Backup and Recovery





Curriculum Guide Windchill ProjectLink 10.1 Source...Installation and Configuration of Windchill...

Documents

Transcript of Curriculum Guide Windchill ProjectLink 10.1 Source...Installation and Configuration of Windchill...