Best Practices for Managing Your Documents in Windchill

1. Best Practices for Managing Your Documents in Windchill Scott Morris Windchill Product Management June 2012

2. Document Management Best Practices Agenda • Introduction • Creating a New Windchill Document • Core Capabilities for Document Management • Creating Documents with Subtypes vs. Attributes • Windchill Desktop Integration Windchill Document Management Best Practices

3. Document Management Best Practices Agenda • Introduction • Creating a New Windchill Document • Core Capabilities for Document Management • Creating Documents with Subtypes vs. Attributes • Windchill Desktop Integration Windchill Document Management Best Practices

4. What Documents Should I Manage in Windchill? Your “Product Record” • Standard Operating Procedures • Quality Specifications & Standards • Supplier Qualifications & Contracts • Component Inspection Documentation • Compliance Records & Reports • Verification Plans & Testing Results • Requirements & Design Analysis But….. Windchill Document Management Best Practices

5. Managing Documents in Windchill Client Windchill Windchill Document Management Best Practices

6. Windchill Document Model In Windchill, a document can… Be lifecycle managed Have properties and attributes Name: TechSpec Created By: Albert Author Created: 12/01/2010 Last Modified: 05/14/2011 Modified By: Ed Engineer Have a structure References or describe parts Have primary content Be used by Have attachments Have markups Uses Have history and versions Reference other documents A.1 A.2 B.1 Be automated Windchill Document Management Best Practices

7. Document Management Best Practices Agenda • Introduction • Creating a New Windchill Document • Core Capabilities for Document Management • Creating Documents with Subtypes vs. Attributes • Windchill Desktop Integration Windchill Document Management Best Practices

8. Create New Windchill Document – Type • Type Manager Windchill Document Management Best Practices

9. Create New Windchill Document – Templates • Single New Document interface • Templates filtered by Doc Type Windchill Document Management Best Practices

10. Create New Windchill Document – Content Windchill Document Management Best Practices

11. Create a New Windchill Document – Local File • Drag-n-Drop • Browse Windchill Document Management Best Practices

12. Create a New Windchill Document – Attributes Windchill Document Management Best Practices

13. Create a New Windchill Document – Attachments Local File URL External Storage Windchill Document Management Best Practices

14. Windchill Document – Info Page Tab Based Info AccessUser Configurable! Thumbnail Preview &Document Viewer System & User Defined Attributes Windchill Document Management Best Practices

15. Document History Windchill Document Management Best Practices

16. Document Management Best Practices Agenda • Introduction • Creating a New Windchill Document • Core Capabilities for Document Management • Creating Documents with Subtypes vs. Attributes • Windchill Desktop Integration Windchill Document Management Best Practices

17. Standardization – Document Templates Cumulative Distribution Site Organization PRODUCT PROJECT LIBRARY TEMPLATES TEMPLATES TEMPLATES Windchill Document Management Best Practices

18. Organization – Choosing a Home • Libraries • Low collaboration, high distribution • SOPs, Quality Standards • Products • Best for product specific documents • Quality Records, Specifications • Projects • Creation, Collaboration, Sharing • Temporary storage Windchill Document Management Best Practices

19. Organization - Document Structures • Defines parent-child relationships • Filters by latest or baseline versions • Makes It easier to collect or share Windchill Document Management Best Practices

20. Organization - Document Structures Windchill Document Management Best Practices

21. Viewing Relationships Windchill Document Management Best Practices

22. Document Publishing and Collaboration Adobe LiveCycle & Creo View w/Adobe Reader • Document Publishing • Publish Microsoft Office Documents to PDF • Control & Protect Primary Content • Watermark & Coversheets • Leverages Adobe LiveCycle • Document Collaboration • Authoring Application not Required • View & Markup any Published Document • Multi-user Markup • Support Design, Review and Approval Processes • Distribute Released Versions • Leverages Adobe Reader w/Creo View Windchill Document Management Best Practices

23. Document Publishing and Collaboration Windchill Document Management Best Practices

24. Document Coversheets New in Windchill 10.0 M040 • Configurable Coversheets for Viewables • Created with WVS via Adobe LiveCycle • Publishing initiated upon state change • Coversheet content controlled by HTML “delegate” • Supports Windchill Attributes 64bit! Windchill Document Management Best Practices

25. Document Effectivity New in Windchill 10.1 F00 & M010 • Define Document Effective Dates • Set through Change Process • Track Effectivity Approvals • Can Set Manually • Timestamp Granularity • Resolves in Product Structure • For Documents on Reference Links Windchill Document Management Best Practices

26. Document Management Best Practices Agenda • Introduction • Creating a New Windchill Document • Core Capabilities for Document Management • Creating Documents with Subtypes vs. Attributes • Windchill Desktop Integration Windchill Document Management Best Practices

27. Document Subtypes & Attributes Subtypes Attributes • Defined in Type Manager • Create additional “Types” from standard Document • Contract • Proposal • Design Brief • Test Results • Etc. • Defined in Type Manager • Attach different attributes for each Subtype • Customer • Product • Location • Material • Etc. Windchill Document Management Best Practices

28. Example: Custom Attributes Sales Demo Catalog Library at PTC Windchill Document Management Best Practices

29. Example: Custom Attributes PTC needed to categorize multiple kinds of demo documents • 12 Kinds of Documents • Demo Audio • Demo CAD Dataset • Demo Data • Demo Outline • Demo Picks • Demo Presentation • Demo ReadMe • Demo Setup • Demo Software BOM • Demo Talk Track • Demo TBD • Demo Video • Std Attributes for all Documents • Category • Audio • Data • Outline • Picks • Product • Arbortext • Creo • IsoDraw • Language • Chinese • English • French • German • Product Revision • Prime 1.0 • WF 5.0 • 1.0 • Presentation • ReadMe • Talk Track • Video • Mathcad • Mockup • Windchill • Italian • Japanese • Korean • Spanish • 2000i2 • 6.2.6 • 10.0 Windchill Document Management Best Practices

30. Example: Custom Attributes The result: UI to define new demo document with custom attributes • Why Attributes? • Flexibility, Simplicity • Robust • Easy to Change, Update & Maintain • Accommodate Mistakes • Easily added to Table Views • Easily used to Filter Table Views • Values exported from Tables • Interactive Table Sorting • Instant Access Windchill Document Management Best Practices

31. Document Management Best Practices Agenda • Introduction • Creating a New Windchill Document • Core Capabilities for Document Management • Creating Documents with Subtypes vs. Attributes • Windchill Desktop Integration Windchill Document Management Best Practices

32. Windchill Desktop Integration Interface with Windchill Documents through MSFT Office & Explorer • Fully Integrated • Microsoft Office • 2003, 2007 & 2010 • Microsoft Windows • XP, Vista & 7 Windchill Document Management Best Practices

33. Windchill Desktop Integration Windchill Document Management Best Practices

34. Windchill Desktop Integration Windchill Document Management Best Practices

35. Windchill Desktop Integration (DTI) Installation & Configuration • Quick Links, Software Downloads, Accept, Choose Setup (32 or 64 bit) • Follow Installer Steps • Change Download Mechanism Preference • Navigate to a Document with Browser & Download • Manual Configuration • RMB Windchill Documents • Add, Change or Remove Server(s) Windchill Document Management Best Practices