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Introduction to Windchill PDMLink 7.0
T1704-070-01

Training Agenda
Introduction to Windchill PDMLink 7.0
Day 1
Introduction to the Windchill PDMLink Environment
Accessing the Windchill PDMLink Application Environment
Managing Part and Product Structure Information
Managing Document Information
Day 2
Introduction to PDMLink Visualization
Managing Processes
Managing Change
Communication and Collaboration
User Support

Table of Contents
Introduction to Windchill PDMLink 7.0
INTRODUCTION TO THE WINDCHILL PDMLINK ENVIRONMENT 1-1
Introduction ............................................................................................................1-1
Objectives ..............................................................................................................1-1
Module 1 Lecture Notes ..................................................................................... 1-2
Product Life Cycle Management (PLM) – What is it? ............................................1-3
Configuration Management....................................................................................1-4
Institute of Configuration Management Perspective ..............................................1-5
Product Definition Management.............................................................................1-6
Change Management Defined ...............................................................................1-7
The Windchill PDMLink Solution............................................................................1-8
Understanding the Windchill PDMLink Environment ...........................................1-10
Windchill PDMLink Products................................................................................1-11
Windchill PDMLink Objects..................................................................................1-12
Windchill PDMLink Product Structure ..................................................................1-13
Windchill PDMLink Documents............................................................................1-14
Change Items.......................................................................................................1-15
Change Monitor....................................................................................................1-16
Storage Locations ................................................................................................1-18
Versions and Iterations ........................................................................................1-19
Process Elements ................................................................................................1-20
Controlling Access to Information ........................................................................1-21
Collaboration and Communication.......................................................................1-22
Questions? ...........................................................................................................1-23
Summary.......................................................................................................... 1-24
ACCESSING THE WINDCHILL PDMLINK APPLICATION ENVIRONMENT 2-1
Introduction ............................................................................................................2-1
Objectives ..............................................................................................................2-1
Module 2 Lecture Notes ..................................................................................... 2-2
System Requirements............................................................................................2-3
Client Requirements...............................................................................................2-4
Logging on to PDMLink..........................................................................................2-5

Accessing Information in the Windchill PDMLink Environment.............................2-6
User Home Tab ...................................................................................................2-11
Product Tab – Products List Page.......................................................................2-13
Product Tab – Product Details Page ...................................................................2-14
Folders Page .......................................................................................................2-16
Product Tab – Product Structure Page ...............................................................2-17
Change Tab .........................................................................................................2-21
Library Tab...........................................................................................................2-22
Product Information Manager ..............................................................................2-23
Document Details Page.......................................................................................2-24
Locating Information ............................................................................................2-26
PDMLink Information Access Control..................................................................2-31
Module 2 Lab Exercises ....................................................................................2-33
Exercise 1: Logging on to Windchill PDMLink.....................................................2-33
Exercise 2: Navigating the Windchill PDMLink Environment ..............................2-34
Summary...........................................................................................................2-37
MANAGING PART AND PRODUCT STRUCTURE INFORMATION 3-1
Introduction ............................................................................................................3-1
Objectives ..............................................................................................................3-1
Module 3 Lecture Notes ..................................................................................... 3-2
Windchill PDMLink End Item and Part Objects .....................................................3-3
Types of Parts........................................................................................................3-5
Product Structures .................................................................................................3-6
CAD Documents....................................................................................................3-7
End Item, Part, & CAD Document Relationships ..................................................3-9
Object Numbering................................................................................................3-10
Versions and Iterations........................................................................................3-11
Storage Locations................................................................................................3-12
Managing Product Structure Information.............................................................3-13
Product Structure Configuration Specification.....................................................3-14
Understanding Effectivity.....................................................................................3-18
Part Occurrences and Reference Designator Information ..................................3-19
Creating New Versions: Revise...........................................................................3-21
Understanding Views...........................................................................................3-22
Creating New View Versions ...............................................................................3-23
Managed Baselines .............................................................................................3-25
Bill of Material (BOM) Annotation ........................................................................3-26
Serialized End Items............................................................................................3-28
End Item Configurations ......................................................................................3-29

Serialized Parts ....................................................................................................3-30
Standard Reports .................................................................................................3-31
Module 3 Lab Exercises ................................................................................... 3-33
Exercise 1: Creating a Part ..................................................................................3-33
Exercise 2: Setting a Configuration Specification and Loading the Product
Information Manager ............................................................................................3-34
Exercise 3: Revising an Assembly and Adding a Part.........................................3-35
Exercise 4: Creating a New View Version ...........................................................3-37
Exercise 5: Annotating a BOM.............................................................................3-39
Exercise 6: Executing an Indented BOM Report .................................................3-41
Summary.......................................................................................................... 3-42
MANAGING DOCUMENT INFORMATION 4-1
Introduction ............................................................................................................4-1
Objectives ..............................................................................................................4-1
Module 4 Lecture Notes ..................................................................................... 4-2
Windchill PDMLink Documents..............................................................................4-3
Object Numbering ..................................................................................................4-6
Versions and Iterations ..........................................................................................4-7
Storage Locations ..................................................................................................4-8
Related Documents................................................................................................4-9
Managing Documents ..........................................................................................4-10
Structured Documents .........................................................................................4-16
Using Document Templates.................................................................................4-19
Module 4 Lab Exercises ................................................................................... 4-20
Exercise 1: Creating a Document ........................................................................4-20
Exercise 2: Creating a Document from a Template.............................................4-21
Exercise 3: Associating a Document with a Part .................................................4-23
Exercise 4: Creating a Document Structure ........................................................4-24
Summary.......................................................................................................... 4-25
INTRODUCTION TO PDMLINK VISUALIZATION 5-1
Introduction ............................................................................................................5-1
Objectives ..............................................................................................................5-1
Module 5 Lecture Notes ..................................................................................... 5-2
Introduction to Visualization ...................................................................................5-3
Intellectual Property ...............................................................................................5-4
The Digital Product Example .................................................................................5-5
PDMLink Visualization ...........................................................................................5-6
ProductView Editions .............................................................................................5-7

ProductView LE (Lite Edition)................................................................................5-8
ProductView Standard.........................................................................................5-10
Visually Enhanced Product Data Management...................................................5-13
Annotating CAD Models ......................................................................................5-14
Visualization Preferences & Utilities ....................................................................5-15
Part Details Page.................................................................................................5-17
Visualization Collection........................................................................................5-18
Real-Time Visual Collaboration ...........................................................................5-19
Module 5 Lab Exercises ....................................................................................5-21
Exercise 1: Creating an Annotation Set ..............................................................5-21
Summary...........................................................................................................5-24
MANAGING PROCESSES 6-1
Introduction ............................................................................................................6-1
Objectives ..............................................................................................................6-1
Module 6 Lecture Notes ..................................................................................... 6-2
Life Cycles and Workflows ....................................................................................6-3
Team Templates, Teams, and Roles ....................................................................6-4
Example Scenario..................................................................................................6-5
Your Assignments List...........................................................................................6-7
Your Checked Out Work Table..............................................................................6-9
Introduction to Completing Tasks........................................................................6-10
Reassigning Tasks ..............................................................................................6-13
Your Subscriptions...............................................................................................6-14
Notifications .........................................................................................................6-17
Module 6 Lab Exercises ....................................................................................6-18
Exercise 1: Manage Your Tasks..........................................................................6-18
Summary...........................................................................................................6-19
MANAGING CHANGE 7-1
Introduction ............................................................................................................7-1
Objectives ..............................................................................................................7-1
Module 7 Lecture Notes ..................................................................................... 7-2
Introduction to Windchill PDMLink Change Management.....................................7-3
Configuration Management ...................................................................................7-4
Change Items ........................................................................................................7-5
CMII Closed Loop Process Overview....................................................................7-6
Fast-Track vs. Full-Track.......................................................................................7-7
Change Administrators ..........................................................................................7-8
CMII Process Description: Problem Reports (PR’s)..............................................7-9

Change Process Scenario: Problem Reports ......................................................7-10
Process Task: Analyze Problem Report ..............................................................7-13
Process Task Page: Analyze Problem Report.....................................................7-14
CMII Process Description: Enterprise Change Requests (ECRs) .......................7-15
Change Process Scenario: ECRs........................................................................7-16
Process Task: Submit ECR .................................................................................7-20
Process Task Page: Submit ECR ........................................................................7-21
CMII Process Description: Enterprise Change Notices (ECNs) ..........................7-22
Change Process Scenario: ECNs........................................................................7-23
Creating ECN and Implementation Plan..............................................................7-24
Change Management Process Review................................................................7-29
Change Monitor....................................................................................................7-30
Module 7 Lab Exercises ................................................................................... 7-34
Exercise 1: Creating a Problem Report ...............................................................7-34
Exercise 2: Creating an Enterprise Change Request (ECR)...............................7-35
Exercise 3: Creating an Enterprise Change Notice (ECN) ..................................7-37
Summary.......................................................................................................... 7-39
COMMUNICATION AND COLLABORATION 8-1
Introduction ............................................................................................................8-1
Objectives ..............................................................................................................8-1
Module 8 Lecture Notes ..................................................................................... 8-2
Windchill PDMLink’s Communication & Collaboration...........................................8-3
Using Discussion Forums ......................................................................................8-4
Creating Discussion Forums..................................................................................8-5
Using Meetings ......................................................................................................8-9
Schedule a Meeting .............................................................................................8-10
Viewing a Meeting................................................................................................8-14
Managing a Meeting.............................................................................................8-15
Joining a Meeting by Invitation.............................................................................8-16
Module 8 Lab Exercises ................................................................................... 8-17
Exercise 1: Creating a Topic and Posting to a Discussion Forum and
Subscribing to Them ............................................................................................8-17
Exercise 2: Creating a Meeting............................................................................8-19
Summary.......................................................................................................... 8-21
USER SUPPORT 9-1
Introduction ............................................................................................................9-1
Objectives ..............................................................................................................9-1
Module 9 Lecture Notes ..................................................................................... 9-2

Configuring PDMLink User Preferences ...............................................................9-3
Managing Your Assignments List........................................................................9-10
Managing Your Calendar.....................................................................................9-13
Windchill PDMLink Help ......................................................................................9-16
Windchill PDMLink Help: Tutorials ......................................................................9-17
Windchill PDMLink Help: Tab-specific Help ........................................................9-18
Windchill PDMLink Help: Context Sensitive Tutorials .........................................9-20
Windchill PDMLink Help: Context Sensitive Help................................................9-21
Windchill PDMLink Help: Publications.................................................................9-22
Module 9 Lab Exercises ....................................................................................9-24
Exercise 1: Configuring Personal Preferences....................................................9-24
Exercise 2: Managing Your Personal Calendar ..................................................9-25
Exercise 3: Searching for Help Information.........................................................9-26
Summary...........................................................................................................9-27