windchill pdm essentials technical support webcast - sept 2014 revised

Windchill PDM

Essentials

Technical Support

Update

Chris Bergquist

Director, PLM Segment

September 19, 2014

[email protected]

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Agenda

• Introduction

• Product Overview

• Configuration

• Upgrade Considerations

• Future Enhancements

• Q&A

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• Help drive Creo sales – Enable partners to better compete with CAD/PDM bundles when selling CAD

(SolidWorks/EPDM, Inventor/Vault)

• Get into the door in more PDM deals – Offer smaller and very price conscious customers a package with better value

• Improve PDMLink upsell opportunities – Neutralize initial cost concerns with PDM Essentials and then sell the value of PLM and what

PDMLink has to offer.

• Increase share in SMB market – Broaden revenue stream to reduce revenue risk

– Participate in growth of smaller businesses which typically can grow at much greater rates than large enterprises

– Respond to repeated requests by Advisory Council Partners to provide PDM Solution for SMB

– Provide vehicle to better leverage partner capabilities to supplement direct revenue

• Decrease sales cycle, time to value and cost of ownership – Provide a package that is easy to buy, quick to deploy and quick to realize value in production

PDM Essentials Business Goals

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• Existing Creo customer

• Initial interest in only CAD data

management

• Price conscious

• Small design team—average seats

purchased per customer = 5.6

• Single site development—no need

for replication or global licenses

• Little or no IT support—familiar,

Windows OS preferred

PTC Windchill PDM Essentials

Typical Customer Profile

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PTC Windchill PDM Essentials

PDM Essentials Sales by Sector

Industrial Products

Electronics & High Tech

Automotive

Consumer Products

Aerospace & Defense

Life Science

The highest concentration of PDM Essentials customers are in

the industrial and high-tech business sectors PTC Confidential Information

Over 350 active customers to date

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Windchill PDM Essentials – Partner Survey

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PDM tailored for smaller design teams

Powerful

Multi-CAD

Data

Management

Easy to buy &

Deploy

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Pre-configured, fixed deployment environment = Optimized Experience

Simple installation Simple Configuration

Everything you need for PDM in a single package

• Windows Server only

• Single box deployment

• Pre-install environment validation

• SQL Server bundled/Installed

• Creo publishing adapter bundled

and installed

• Focused on CAD data management

• Pre-defined templates, teams/roles/groups/profiles

• Pre-defined lifecycles & access control

• Configuration wizard to walk customer through personalization

• Automatically configured for publishing on check in/release

• Ready for production use in hours

Minimum time to production use

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Focused on basic PDM

Capabilities included

Multi-CAD data management

Document management

Promotion requests (simple change)

Basic Search

Publishing and Visualization

Excluded

Replication

Parts (wtparts)

Closed-loop Changes

ERP Integration

Cognos Reporting

Ability to add Windchill Modules

(e.g., Windchill ProjectLink,

Windchill Quality – need first to

upgrade to Windchill PDMLink)

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Everything needed is bundled

Bundled

Included in seat price

Automatically installed & configured

Bundled

Included in seat price

Automatically installed

Server Components

Client Components

Adapter

View

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Comparison with PTC Windchill PDMLink

Capability PTC Windchill PDM

Essentials

PTC Windchill

PDMLink

Multi-CAD Management Part & Part BOM Management Publishing and Visualization General document mgmt. Change mgmt. Promote only ERP Integration Replication ECAD Integration Add Windchill Modules Flexible Deployment Database Included

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Installation & Configuration

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System Use Active CAD

Users CPU

Minimum RAM

Minimum

Windchill Server for light CAD use - Assemblies with < 500 components - Assemblies require < 2GB to open in Creo

up to 25 4 cores 12 GB

Windchill Server for heavy CAD use - Assemblies with > 500 components - Assemblies require > 2GB to open in Creo

up to 25 4 cores 14 GB

Single, physical or virtual server deployment only Microsoft Windows Server 2008 R2 &

Microsoft Windows Server 2012

Platform Requirements

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Easy to install

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Easy to install

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Easy to install

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Easy to install

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Easy to configure for production

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A link to the Windchill PDM Essentials server is automatically

added to the favorites bar

Home page automatically launched on completion

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• Windchill is created as a Windows service

• A standard parts library is pre-defined based on library template

• Groups, shared teams with role groups and profiles are pre-defined and

associated

• A pre-defined lifecycle is created for CAD documents

• A pre-defined product template is created that uses the pre-defined shared

team and associated access policies

• Access control policies are defined for shared library team and shared

product team

• Attributes are pre-defined for CAD Documents and these attributes are

displayed in a pre-defined workspace view.

Pre-defined environment ready for use

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Windchill server is automatically configured as a Windows Service

The Windchill service starts automatically when the server is

booted and starts the directory server, Apache/Tomcat server

and Windchill server manager and method server in the

proper order.

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A Parts Catalog library is pre-defined based on a Team

Library template and a shared team Library Team.

All non-administrative roles have only read access to this

library and read-access only to CAD documents in a released

state

Pre-defined Parts Catalog library

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The Team Product template associates the shared team

Product Team with each product created.

This product team includes the roles defined in the participants

step of the Configuration Assistant and ensures that the

members of each role/group have the appropriate access for

each life cycle state.

Pre-defined product template

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Organization Context

Preset Environment – Product and Library Outline

Product Shared

Team Instance

Library Shared

Team

Instance

Domain associated with Product Team in

Organization

(Defined with Product-specific policy rules)

Product

Container

Instance

Library

Container

Instance

Domain associated with Library Shared team in

Organization (Defined with Library-specific policy rules)

Product

Template

Library

Template

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Organization Context Library Shared Team

Product Manger (role)

Team Manager (group)

Team Manager (role)


CAD Author (role)

CAD Author (group)

Contributor (role)

Contributor (group)

Viewer (role)

Viewer (group)

Preset Environment – Shared team/roles/groups/profiles

Org Profiles

• Manager (profile)

• CAD Author (profile)

• Contributor (profile)

• Viewer (profile)

Product Shared Team

Manager (role)


CAD Author (role)

CAD Author (group)

Contributor (role)

Contributor (group)

Viewer (role)

Viewer (group)

Org Groups

Manager (group)

TM1 User

TM2 User

CAD Author (group)

CAD1 User

CAD2 User

Contributor (group)

C1 User

C2 User

Viewer (group)

V1 User

V2 User

V3 User

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Product Team is shared team is associated with

product template and defines membership in each

product instance

LIbrary Team is shared team is associated with Library

template and defines membership in Parts Catalog

and any other library created using the Team Library

template

Pre-defined teams shared across products

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Shared team associated with Pre-defined parts library

The Shared Team Groups such a CAD Author are

automatically populated during the participants step

of the configuration assistant.

The Shared Team defines access control rules for

each role based on lifecycle state.

Each group is also associated with a profile that limits

visibility to information and actions in the interface

based on role.

Pre-defined team with predefined role/groups

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These pre-defined groups are automatically created

and populated with the role/group members during

the configuration assistant participants step.

These groups are pre-populated in the Product and

Library teams under a role of the same name

These groups are associated with a profile which

limits visibility to information and actions in the web

interfaces based on role.

Pre-defined role/groups and associated profiles

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The highlighted rows are the pre-defined profiles

that are defined and associated with the pre-

defined groups and shared team roles of the same

name.

These profiles limit visibility to information and

actions in the web interfaces

Pre-defined profiles provide tailored experience for each role

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This CAD Data Management lifecycle

is automatically created and associated

with CAD Document types

The lifecycle is configured for

maximum flexibility out of the box and

supports all transitions for Promote

and Set State operations.

This can be easily tailored to allow

fewer transitions for more restrictive

behavior.

Pre-defined lifecycle and transitions

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Released

Pre-defined lifecycles, team roles and access

Product A

Model 1

Product A

Model 2

Product A

Model 3

Parts Catalog

Shared Team Pre-

production

Under

Review In work

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Pre-defined state and role-based access rules

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System is pre-configured to generate

thumbnails and 3-D Creo View viewables on

check in from workspace.

The Creo View light visualization plug-in is

installed on the server and available for

download and installation on any connected

client

Pre-configured to generate 3-D thumbnails & viewables

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Publish

On Release

Publish

On

Demand

Pre-configured publishing rules to generate needed formats

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Administration – Setting concurrent license count

As administrator, go to SiteUtilitiesLicense Usage Reporting

Select icon to edit license count after

installing Windchill PDM Essentials

Set the license count to the number of

concurrent seats of Windchill PDM Essentials

purchased

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Administration – Setting license use notifications


Select icon to edit license usage email

notification list

Add the email address(s) for the users that

should be notified each month for license use

compliance.

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Administration – Monitoring concurrent license use


Note license count, maximum concurrent

users for period and compliance status

Select graph icon to show monthly usage

report

License usage report shows peak concurrent

use for each day of month

Any user that accessed the server through a

web or CAD client within a half hour period

is considered an active user.

This report shows the ½ hour period in the

day with the maximum number of

concurrently active unique users

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• CAD User – A license is consumed as long as the Creo application or Workgroup Manager (for AutoCAD,

Inventor and SolidWorks) is running and has an active connection to the PDM Essentials server.

– A license is released when the user exits the CAD application (and provided that user does not

also have a browser session with Windchill where they made a server request in the past ½

hour

• Browser User – A license is consumed when a unique user logs into PDM Essentials

– A license is released when no new server requests are made 30 minutes after the last request

for that unique user. A unique user can have any number of separate browser instances or

sessions. It is only the accesses by that unique user to the server within a 30 minute period that

constitute access.

See the table on following page with an example of how a number of users interact with the

system over time

PTC Windchill PDM Essentials – Licensing

How do I know when a concurrent license is being used?

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Windchill Concurrent License Auditing Approach

30 min

Session

terminated

Last request to

Windchill server

Login

Session Created

Time

Number of concurrent users

2 3 4 6 7 3 0

User 1

User 2

User 3

User 4

User 5

User 4

User 1

User 6

User 7

User 8

Unique

Users

1

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Administration & Upgrade

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• Pro/INTRALINK Upgrade Recommendation – Pro/INTRALINK Multi-site PDMLink PDM Essentials does not support replication

– Pro/INTRALINK Single-site PDMLink Windchill migrators do not support migration to PDM

Essentials

• Pro/INTRALINK Upgrade Exception Where upgrade to PDM Essentials may be considered

– Customer has single-site or has multi-site but is not using and does not need replication

capability

– and…Customer has 10 seats or less

– and…Customer does not want or expect to need PDMLink functionality such as part or change

management in next two years

– and…Customer does not need to migrate all versions to PDM Essentials and is willing to

manually migrate latest version on demand (such as to do all new project work on PDM

Essentials and to keep Pro/I 3.x running for some period until needed content is manually

migrated to PDM Essentials)

Pro/INTRALINK Upgrade recommendations

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• Same maintenance update process as for PDMLink

• Same upgrade process as for PDMLink

PTC Windchill PDM Essentials - Updates

Simplified, wizard-

driven deployment PDM Essentials

Standard Windchill process

to update to new

maintenance versions

Standard Windchill process

to upgrade to new major

versions

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Promoting PDM Essentials to PDMLink

Promote Windchill

PDM Essentials

Windchill

PDMLink

WPD-CPE5404-UF- Upgrade part number

+ Difference in cost of PDMLink Heavy and PDM Essentials

No Database

Migration

Any 3rd Party workgroup managers needed

Must be purchased at PDMLink prices

Per named user

Customer must have or must purchase

SQL Server seats for each named user

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Information Sources

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Visit PDM Essentials Portal on PTConnector for more Info

50 Forward looking Information – Subject to Change Without Notice

Package Licensing & Pricing Content Limitations

Channel-only product

Single, floating license type

• SQL Server Standard included in price

• Workgroup managers included in price

Creo Bundles

• Creo Parametric + PDM-E

• Creo Essentials I + PDM-E

• Creo Essentials II + PDM-E

Upgrades

• Pro/INTRALINK PDM-E

• ProductPoint PDM-E

• Packaged products PDM-E

• PDM Essentials PDMLink

Single package with everything included • Windchill server • Directory server • SQL Server • Creo View Light • Creo Worker • Workgroup managers • Help center • Language pack

Windows-only platform Single physical or virtual machine deployment only Simple wizard-driven install and configuration Optimized for ~25 CAD users

Basic PDM and CAD Data Management • Search (no indexing) • CAD BOM • Attribute Exchange • Document Management • Lifecycles • Promotion requests &

workflow • Pre-defined templates,

teams/lifecycles/roles/access rules

Workgroup managers • Creo Apps • Creo Elements/Direct • Mathcad • SolidWorks • Inventor • AutoCAD

Visualization • Publishing • View and markup w/Creo

View Light

NOT Supported • Replication • Parts • Changes • ECAD • Catia/NX WGMs • Cognos Reporting • ERP integration

NO Windchill modules can be added (must upgrade to PDMLink first) • ProjectLink • MPMLink • Quality • Web parts, mobile,

SocialLink • Changes

– At a glance

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Questions & Discussion

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• What are the most common issues?

• What are the most time-consuming and expensive issues to resolve?

• What is the typical skill set of customers/partners with PDME Questions?

• What proportion of cases are opened directly by end customers vs. by

partners on behalf of customers?

• What would you like most to see fixed, changed, improved in PDME?

• What types of information/resources are most needed to improve your

ability to support PDME?

Questions to Technical Support Team?

PDM Essentials Support Cases