Module 1: Introduction to the Windchill PDMLink Environment

Introduction to Windchill PDMLink 9.0

2007 PTC

Objectives
After completing this module, you will be able to:
! Identify and describe the capabilities of PDMLinks primary object types. ! Identify PDMLink storage locations, iteration and version controls,

process controls, access controls, and collaboration features.

! Access PDMLink. ! Navigate within PDMLink. ! Access Help. ! View and Modify Preferences.

Windchill PDMLink Environment

Windchill PDMLink
! Stores information. ! Manages information in storage locations. ! Manages information evolution. ! Controls access to information. ! Provides collaboration tools.

Windchill PDMLink Objects: Types

Primary Object Types
!

Documents CAD Documents Parts, End Items Links Change Items

Golf Cart
GOLF_CART A.3

LEG A.1 UPPER_SUPPORT A.1 LOWER_SUPPORT A.2 LOWER_BAR A.1

LOWER_CAP A.1 BAG_HOLDER B.1 PIN B.1

WHEEL A.1 Golf Cart Owners Manual A.3

Windchill PDMLink Objects: Documents

Primary Object Types
!

Documents

.bmp

.jpg .xls .ppt

.txt .wav

.doc .wpd

.zip

.avi

Windchill PDMLink Objects: CAD Documents

Primary Object Types
!

Documents CAD Documents

Drawing Format Diagram Manufacturing Layout Report Markup

Part Assembly

Sketch

Windchill PDMLink Objects: Parts and End Items

Primary Object Types
!

Documents CAD Documents Parts, End Items

Part

End Item

Windchill PDMLink Objects: Links

Primary Object Types
!

Documents CAD Documents Parts, End Items Links

Windchill PDMLink Objects: Change Items

Primary Object Types
!

Documents CAD Documents Parts, End Items Links Change Items

Problem Report Change Request Change Notice

Windchill PDMLink Objects: Capabilities

Primary Object Types
!

Documents CAD Documents Parts, End Items Links Change Items

Object Capabilities
! ! !

Details (Meta-data) Content Relationships

Document Capabilities
Document Capabilities
! Details
" "
Details
Name: Created By: Created: Golf Cart Documentation Dillon Burt 5/25/2007

General details Histories

Content
Golf Cart Documentation.doc

! Content
" " "

Primary uploaded file Uploaded attachments Visualization files (PDF)

Relationships
Golf Cart Documentation Golf Cart A.1 Doc Error Change Request

! Relationships
" "

Parts, End Items Change Items

Part and End Item Capabilities

Part and End Item Capabilities
! Details
" "
Details
Name: Created By: Created: golf cart.asm Dillon Burt 5/25/2007

General Histories

Content
golf cart.ogl

! Content
"

Visualization files only

Relationships
Golf Cart Golf Cart Leg Upper Support Lower Support Wheel

! Relationships
" " " "

Parts (Product Structure) CAD Documents Documents Change Items

Golf Cart Documentation Golf Cart Change Request

CAD Document Capabilities

CAD Document Capabilities
! Details
" "
Details
Name: Created By: Created: Golf Cart Dillon Burt 3/25/2007

General Histories

Content
golf_cart.asm

! Content
" " "

Models Drawings Visualization file

Golf Cart Leg Upper Support Lower Support Wheel

Relationships
Golf Cart

! Relationships
" "

Parts and End Items Change Items

Golf Cart Change Request

Link Capabilities
Link Capabilities
! Provides a link to a Web page
" Another object in PDMLink " A page Web page outside of PDMLink

! Does not contain content

Change Item Capabilities

Change Item Capabilities
! Problem Reports
initiate

! Change Requests
initiate

! Change Notices
Golf Cart Leg Upper Support Lower Support Wheel

Storage Locations
Storage Contexts
! Products
" Store objects related to one product. " Organize objects in folders.
Product Folder Folder Folder Folder Folder Library Folder Folder Folder Folder Folder

! Libraries
" Store objects related to one another,

but not to one specific product.

" Organize objects in folders.

Iteration and Revision Controls: Version

Version
! Revision
" Default uses letters
A.1

! Iteration
" Default uses numbers
New Version

A.2

B.1

Check Out and Check In

! Check Out to make a change ! Check In to share your changes

Revise
! Generates a new version

B.2

Iteration and Revision Controls: Check Out

Version
! Revision
" Default uses letters
A.1

! Iteration
" Default uses numbers
Checked Out Copy New Version Working Copy A.2

B.1

Check Out and Check In

! Check Out to make a change ! Check In to share your changes

Revise
! Generates a new version

B.2

Iteration and Revision Controls: Check In

Version
! Revision
" Default uses letters
A.1

! Iteration
" Default uses numbers
New Version

A.2

B.1

Check Out and Check In

! Check Out to make a change ! Check In to share your changes

Revise
! Generates a new version

B.2

Iteration and Revision Controls: Revise

Version
! Revision
" Default uses letters
A.1

! Iteration
" Default uses numbers
Revise

A.2

B.1

Check Out and Check In

! Check Out to make a change ! Check In to share your changes

Revise
! Generates a new version

B.2

Windchill PDMLink Objects: Process Controls

Automated Process Components
! Life Cycles ! Workflow Processes ! Teams
In InWork Work Released Released

Life Cycle
Cancelled Cancelled

Workflow Processes

Team (Users and Roles)

Windchill PDMLink Objects: Collaboration Features

Communication Tools
! Discussion Forums

! Meetings

! Visualization
" ProductView

Logging On to PDMLink
Logging On to PDMLink
! Open Your Web Browser ! Type the URL ! Log On
" User name " Password

Exploring the Environment: Major Tabs

Organized by Tabs
! Home ! Product ! Change ! Library
Major Tabs

Exploring the Environment: Home Tab

Active Page

Personalized Home

Home Minor Tabs

Exploring the Environment: Product Tab

Active Page

Product Minor Tabs

Product Folders

Exploring the Environment: Change Tab

Active Page

Change Minor Tabs

Exploring the Environment: Library Tab

Active Page Library Minor Tabs

Product Folders

Accessing Help
Accessible Information
! Online Help
" General " Context Sensitive

General Tools

! Tutorials ! Manuals

Context Sensitive Help

Setting Preferences
Utilities
! Preferences ! Profile ! Security Settings

Demonstrations
! Logging On ! Exploring the Environment ! Accessing Help ! Setting Preferences

Summary
After successfully completing this module, you should know how to:
! Identify and describe the capabilities of PDMLinks primary object types. ! Identify PDMLink storage locations, iteration and version controls,

process controls, access controls, and collaboration features.

! Access PDMLink. ! Navigate within PDMLink. ! Access Help. ! View and Modify Preferences.