Windchill PDM

Essentials
Technical Support
Update

Chris Bergquist
Director, PLM Segment
cbergquist@ptc.com

September 19, 2014

Agenda

Introduction
Product Overview
Configuration
Upgrade Considerations
Future Enhancements
Q&A

PDM Essentials Business Goals

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
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PTC Windchill PDM Essentials

Typical Customer Profile
Existing Creo customer
Initial interest in only CAD data
management
Price conscious
Small design teamaverage seats
purchased per customer = 5.6
Single site developmentno need
for replication or global licenses
Little or no IT supportfamiliar,
Windows OS preferred

PTC Windchill PDM Essentials

PDM Essentials Sales by Sector

Over 350 active customers to date

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

Windchill PDM Essentials Partner Survey

PDM tailored for smaller design teams

Easy to buy &

Deploy
Powerful
Multi-CAD
Data
Management

Everything you need for PDM in a single package

Simple installation

Simple Configuration

Minimum time to production use

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

Pre-configured, fixed deployment environment = Optimized Experience

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Focused on basic PDM

Capabilities included

Excluded

Multi-CAD data management

Replication

Document management

Parts (wtparts)

Promotion requests (simple change)

Closed-loop Changes

Basic Search

ERP Integration

Publishing and Visualization

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

Server Components

Bundled
Included in seat price
Automatically installed & configured
Adapter
Client Components
View

Bundled
Included in seat price
Automatically installed

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Comparison with PTC Windchill PDMLink

Capability
Multi-CAD Management

PTC Windchill PDM

Essentials

PTC Windchill
PDMLink

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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Platform Requirements
Single, physical or virtual server deployment only

Microsoft Windows Server 2008 R2 &

Microsoft Windows Server 2012

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

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Easy to install

15

Easy to install

16

Easy to install

17

Easy to install

18

Easy to configure for production

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Easy to configure for production

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Easy to configure for production

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Easy to configure for production

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Home page automatically launched on completion

A link to the Windchill PDM Essentials server is automatically

added to the favorites bar

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Pre-defined environment ready for use

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.
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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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Pre-defined Parts Catalog library

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

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Pre-defined product template

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.

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Preset Environment Product and Library Outline

Organization Context
Domain associated with Product Team in
Organization
(Defined with Product-specific policy rules)

Product
Template

Product Shared
Team Instance

Product
Container
Instance

Library
Template

Library Shared
Team
Instance

Library
Container
Instance

Domain associated with Library Shared team in

Organization (Defined with Library-specific policy rules)

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Preset Environment Shared team/roles/groups/profiles

Library Shared Team
Product Shared
Manger (role)
Product
Team

Team Manager (group)

Manager (role)
Team
TeamManager
Manager(role)
(group)
Team Manager (group)
CAD Author (role)
CAD
CAD Author
Author (role)
(group)
CAD Author (group)
Contributor (role)
Contributor
Contributor(role)
(group)
Contributor (group)
Viewer (role)
Viewer
Viewer(role)
(group)
Viewer (group)

Organization Context
Org Profiles

Org Groups
Manager (group)
TM1 User
TM2 User

Manager (profile)

CAD Author (profile)

CAD Author (group)

CAD1 User
CAD2 User

Contributor (profile)

Viewer (profile)

Contributor (group)
C1 User
C2 User
Viewer (group)
V1 User
V2 User
V3 User

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Pre-defined teams shared across products

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

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Pre-defined team with predefined role/groups

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.

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Pre-defined role/groups and associated profiles

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.

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Pre-defined profiles provide tailored experience for each role

The highlighted rows are the pre-defined profiles

that are defined and associated with the predefined groups and shared team roles of the same
name.
These profiles limit visibility to information and
actions in the web interfaces

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Pre-defined lifecycle and transitions

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.

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Parts Catalog
Consumer Read

Product A
Model 3
In work
Under
Review
Preproduction

Consumer Read

Contributor Read

Author Read

Consumer None

Contributor Read

Author Full

Consumer None

Contributor Read

Author Full

Consumer None

Contributor None

Product A
Model 1

Contributor Read

Shared Team
Author Full

Product A
Model 2

Author Read

Pre-defined state and role-based access rules

Released

Pre-defined lifecycles, team roles and access

Released

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Pre-configured to generate 3-D thumbnails & viewables

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

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Pre-configured publishing rules to generate needed formats

Publish
On
Demand

Publish
On Release

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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

As administrator, go to SiteUtilitiesLicense Usage Reporting
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

As administrator, go to SiteUtilitiesLicense Usage Reporting

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 hour period in the
day with the maximum number of
concurrently active unique users
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PTC Windchill PDM Essentials Licensing

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

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Windchill Concurrent License Auditing Approach

Login
Session Created

Last request to
Session
Windchill server
terminated
30 min

Number of concurrent users

3

User 8
User 7
User 6

Unique
Users

User 1
User 4
User 5
User 4
User 3
User 2
User 1

Time
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Administration & Upgrade

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Pro/INTRALINK Upgrade recommendations

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
andCustomer has 10 seats or less
andCustomer does not want or expect to need PDMLink functionality such as part or change
management in next two years
andCustomer 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)

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PTC Windchill PDM Essentials - Updates

Same maintenance update process as for PDMLink

Same upgrade process as for PDMLink

Standard Windchill process

to update to new
maintenance versions

Simplified, wizarddriven deployment

PDM Essentials
Standard Windchill process
to upgrade to new major
versions

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Promoting PDM Essentials to PDMLink

Windchill
PDM Essentials

Promote

Windchill
PDMLink

WPD-CPE5404-UF- Upgrade part number

+ Difference in cost of PDMLink Heavy and PDM Essentials

No Database
Migration
Customer must have or must purchase
SQL Server seats for each named user

Any 3rd Party workgroup managers needed

Must be purchased at PDMLink prices
Per named user

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Information Sources

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Visit PDM Essentials Portal on PTConnector for more Info

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 At a glance
Package
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

Licensing & Pricing

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

Content
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

Limitations
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

Visualization
Publishing
View and markup w/Creo
View Light

Forward looking Information Subject to Change Without Notice

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Questions & Discussion

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Questions to Technical Support Team?

PDM Essentials Support Cases
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?

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