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NX Workgroup Manager for Windchill 10.

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Table of Contents
DESCRIPTION..............................................................................2
NOTES..........................................................................................2
SETUP INSTRUCTIONS...............................................................3
INTRODUCTION...........................................................................4
OVERVIEW..............................................................................4
CONTROL.....................................................................................6
CONTENT MANAGEMENT......................................................6
NX WORKGROUP MANAGER.....................................................9
FUNCTIONALITY.....................................................................9
RESET INSTRUCTIONS.............................................................24

Description
Demonstration highlighting key functionality of the UG NX Workgroup Manager.

Notes

Picks marked in yellow might not work. Please skip those steps. This problem should be resolved soon.
Picks marked in red are not working. Please skip those steps.
Further install, configuration, and licensing information specific to these UWGM demos can be found here. NX information can be found here.
The Workgroup Manager often heads to the front of the active window during demonstrations. It is best to minimize and maximize the Workgroup
Manager, CAD tool, and web browser when switching between programs. This prevents the Workgroup Manager from appearing to pop-up during the
demonstration.
If during a demo you are prompted to update models upon check-in, select OK or Yes. After the CAD tools were updated, models should have been
updated as well but you may still be prompted.
CAD WORKERS are NOT set to auto-start in the image. If you want to turn on server-side publishing you will want to change this setting in the WORKER
AGENT ADMINISTRATOR (log on as wcadmin and point to the site utilities tab) and check the option to auto start as shown

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Setup Instructions
Important:

Please refer to the TDD Demo Matrix to find out what


<servername>
<demo_client>
are for your particular demo

Workgroup Manager Setup

Start NX from Start menu > All Programs > TDD Demos > PDS 5C >
UG NX, Workgroup Manager will be automatically started
o Log in as james/ptc
o Select NX Workspace Design Data if necessary, RMB on
icenterv01.ptc.com in Servers table, check on Set as
Primary Server, Close
Set the ENGINE assembly as the Primary End Item

In the Workgroup Manager, select


Expand Navigator in embedded browser, select Browse
tab, expand
Design Data, select
o RMB on MISSLE STAND (UGS NX) in End Items table, Set
As Primary End Item
o Click
Home at the top-left corner
Minimize the Workgroup Manager

Demo Switch
Confirm that the VM is set to the right dataset iPDS_Heavy. Please refer
to the TDD Demo Matrix and the Readme/Getting Started document if not.

o
o

Start Services
Start the services from using the according desktop icons.

Important:

Note:

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Services may take a while to start up. You will not be


able to access Windchill until the services are started
up. The method server usually requires ten minutes to
start up, but may take longer, depending on your
hardware configuration.
Services take up a lot of hardware resources. Please
start only the services needed for your particular
demo. Refer to the TDD Demo Matrix if you are unsure
about which Service to use

NX Setup

NX is launched in previous section

NOTE: If during the demo you are prompted to update models to current
release select YES or OK

Minimize NX

Miscellaneous Setup

Revision #

Launch Unigraphics_10.1_WGM_Demo_Presentation PowerPoint


Presentation
o The presentation is included in the documentation zip file
available in PTC Demo Catalog. Extract and launch
presentation.

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Introduction
Overview
#
1.

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Technical Specialist Talk Track

Introduction

Welcome. Today I will be taking you through a demonstration of the Windchill 10.1
Workgroup Manager for NX. We will refer to it as the NX Workgroup Manager moving
forward. We will focus on the key capabilities that the NX Workgroup manager provides to
enhance data management of NX data.

Unigraphics_10.1_WGM_Demo_
Presentation
Slide 2 Agenda
2.

Data Management

The NX Workgroup Manager extends Windchill capabilities to the engineers desktop.

Unigraphics_10.1_WGM_Demo_
Presentation

Desktop

Slide 3 Data Management

Embeds the Windchill actions such as check in and check out menu directly
inside of the existing NX menus to execute data management activities.
The user does not have to leave the NX environment
Seamless integration with Windchill PDMLink

Provides capabilities to check out and check in changes


Supports parts, assemblies, drawings, external references and part families
The data is access controlled, so only users with permission can check it out

Secure

Attribute Exchange
Exchange NX Properties to Windchill
3.

Visualization Capabilities
Unigraphics_10.1_WGM_Demo
Presentation
Slide 4 Visualization
Capabilities

Windchill provides visualization capabilities to everyone in the enterprise. Users do not


need a license of NX to view models and drawings. Using a Web Browser, any user can
view and interrogate light weight representations of the NX data and markup the viewable
to facilitate collaboration across the company.

Competitive Info Notes

Overview
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4.

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Whats New in 10.1

There are many enhancements that were made in the Workgroup Manager for NX in 10.1.

Unigraphics_10.1_WGM_Demo_
Presentation

We have an even tighter integration to the NX user interface and still support all the key
files types in NX.

Slide 5 Windchill 10.1 WGM


for NX

5.

Compatibility
Unigraphics_10.1_WGM_Demo_
Presentation
Slide 6 Compatibility

Part Family support


Rename and Save As support
Open models directly from Windchill
Server side File Sync capability for viewable generation

Competitive Info Notes

Control
Content Management
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6.

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Windchill Home

Here I will authenticate in Windchill using the built in web browser of the Windchill
Workgroup Manager as the user James.

Maximize Workgroup Manager


Review WGM UI, highlight
Common Folders links
Review Windchill UI, highlight
Tasks, Updates, and CheckedOut Work tables

o
o
o

Easy Access through a standard web browser


Personalized home page for each user
Home Page organizes user information - Assignments, Modified data and
Checked-Out items.

Benefits:
o Adoption (easy to use)
o Process Optimization (individual user involvement in PLM processes clearly
understood)
Windchill 10.1 Demo Tip:
Windchill 10.1 offers a dramatically improved experience. The cleaner look and feel allows
users to quickly perform their tasks and configure the user interface according to their
specific needs.
Explore the homepage.
Highlight the new user interface. Right click on several objects and view the
context sensitive menus. Create new tables and change their location on-screen
by dragging and dropping.

7.

Products & Folders


Expand left Navigator, select
under
Design Data
Select
NX Data folder,
overview the contents of the
folder

Here on the folders page we see all content organized into a folder
structure.
Data from a variety of different CAD tools is located in the
respective folders.

Competitive Info - Notes

Content Management
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View Product Structure

Now lets review the product structure report.

Expand left Navigator, select


under
Design Data

o
o

Select View information

for

MISSLE STAND (UGS NX)I in End


Items table

o
o
o

Product structures are automatically created when the assemblies are checked-in
from NX
Engineers and enterprise users fully understand important design information such
as part name, number, quantity and development states for all components
3D thumbnails available on every component
Dynamically expand and browse to any node of the structure
All information contained in a single system

Benefits:
o Easy Access (everyone in the digital value chain can access critical product
information and participate in the development process)
o Complete Product representation - Single Source of Truth
Windchill 10.1 Demo Tip:
A new slide-out window allows you to easily toggle between your primary work and a
search/browse window. Searching for a particular component displays results in the fly-out
window. Users can also browse through the tree structure of a product configuration to find
particular information.
o No longer lose your current view of product information while searching.
o Browse through a product, library or project; while still maintaining your work in
the main screen
9.

View 3D Thumbnail
Zoom (MMB), Spin (RMB), Pan
(Ctrl + RMB)

With 3D thumbnails, PTC continues to deliver the industrys leading visualization


capabilities
o
o
o
o

Lightweight representations based on the CAD data


Updated every time CAD data is checked in
Panning, spinning and zooming right from page
No administrative setup required, just need standard web browser

Benefits:
o Productivity (Save time with a clear understanding of subject matter)
o Drive Adoption
Reduce Maintenance Cost for IT (no client components to install)

Competitive Info - Notes

Content Management
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Details on BRACKET

I will now navigate through the structure.

Select Structure tab

Expand
UG1000, MISSLE
STAND, 1.1 (Design),
UG0400, CONE ASSEMBLY, 1.1
(Design)

RMB on

Benefits:
o Improve PLM Decisions (access to up-to-date information traditionally not available
to all users)

UG0500, BRACKET,

1.1 (Design), select


Information
11.

Anyone with a standard web browser can access real time up to date accurate
BOM information
Anyone can pull the latest information when they need it.

View

Review Engine Head


Details
Overview the mapped attributes
from UGS NX under Attributes
tab in the right pane

Each BOM component includes detailed information and reports that track product
information related to the associated PLM business processes.
o

All important meta data is visible

Benefits
o

Easy to understand OOTB reports drive adoption


Allow disparate team member to be accurately informed of latest product info

Competitive Info - Notes

Content Management
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12.

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View Model

Here we can view the bracket in a simple web browser plug-in viewer.

Switch to Details tab

Another example of our leading visualization technology is the lightweight viewer.

LMB select 3D thumbnail


Maximize Creo View
RMB spin, MMB zoom
Create a markup: Remove Sharp
Edges
After changes
Select File,
ExitDesign, Yes
to Save Annotation Set, Name:
Design Updates, OK

13.

Show Where Used

o
o
o
o
o

Benefits:
o Improve Decisions (clear and accessible product geometry)
o Improve Participation in Product Development (everyone inside as well as product
development participants outside your company will be able to view product
designs without installing any software or learning how to use a CAD package)

To understand where this part is used, users can execute a Where Used report that will
quickly identify all the upper level assemblies this bracket is used in.

Select Where Used tab

Expand
UG1000

UG0400,

View most types of product data including models, drawings and documentation.
Lightweight 3D viewable(s) are automatically created when CAD data is checked in
100% mathematically accurate geometry can be measured, moved, etc.
Create redlines and mark-ups with suggested changes
Markups are stored with the specific object iteration

Complete Product Structure definition available (MCAD, ECAD, Software,


Documentation)
Easily identify parents prior to making changes

Benefit:
o
o

Complete digital representation


Complete Product Definition (better PLM decisions, change impact analysis, etc.)
for Integrated Product Development Management

Competitive Info - Notes

NX Workgroup Manager
Functionality
#
14.

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Check Out Bracket

Within NX, there are Windchill actions available in the File pull down to execute a variety of
PDM actions, such as Check out or Open a model from Windchill. I will select to Open a
model from Windchill and browse for the part I am looking for. I will show you an example of
searching for a part later on in the demo.

Maximize NX
In NX, select File, Open from
Windchill

15.

Benefits:
o The integration into NX allows the user to stay in NX to perform their data
management activities.
o Access control will prohibit users from making changes to data that they do not have
permissions to change

The search tool within the workgroup manager makes it easy to find any CAD data
regardless of the authoring application. You can search based on CAD authoring tool, the
name of the file or other attributes such as lifecycle state and version. Besides, the new
In the Open from Windchill dialog Windchill 10.1 supports for Windchill Table Views and Thumbnails in Open from Windchill
WWGM Dialog.
box, Select
Benefits:
o Easily find the models you want to work with using different search criteria
o Consistent Table View Management between Windchill and WWGM client

Browse with Different


Views

Competitive Info Notes

Functionality
#

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Technical Specialist Talk Track

Navigate to:
Products\
Design Data\ NX Data
Switch Views to Thumbnails,
widen the Open dialog box and
scroll right to see all the attributes
Set the Views to All, widen the
Open dialog box and scroll right
to see all the attributes
Sort File Name
,
select vg-0500_ug_prt.prt and
OK

17.

Check Out
After the part is opened in NX,
Select File, Check Out
Show the pop up messages that
the workgroup manager displays
to let the user know what is
happening in the background

When I complete the check out, the part is locked in the database and no other user will be
permitted to check the part out.
Benefits:
o Avoid multiple people making changes to the same model at the same time.

Competitive Info Notes

Functionality
#
18.

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Technical Specialist Talk Track

Make Design Changes

Now I will make a change and add rounds as I indicated in the markup earlier.

Select
in NX

Modeling

Select the Edge Blend icon


Select the 5 edges as shown and
change the radius value to 1.00
and hit Enter
Click OK in Edge to Blend box on
left side to complete

19.

Make Design Changes


Change the color of part
Select the part so it is highlighted
in red
Select Edit,

Object Display

Click on the color window and


select a different color, OK
Check on
Apply to All Faces
of Selected Body under Settings
if it is not selected
Click OK

Lets make a more easily identified change. I will change the color of the model from blue to
machined aluminum. Then we will be able to easily see the changes in the updated viewable
and we will also be able to easily see the changes in the assembly when I check that out
later.

Competitive Info Notes

Functionality
#
20.

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Technical Specialist Talk Track

Modify Attributes

Now I will add some additional attribute information for this part. By modifying the description
value here, we will write the value back into the NX model and also feed this value into
PDMLink where it can be displayed and used to facilitate searching for this part.

Select File, Properties in NX


Select the Attributes tab
Add a new attribute MATERIAL
and set the value to Aluminum

Benefits:
o Share attribute information that originates in the CAD tool to the rest of the enterprise

Click Apply
Click OK in Properties dialog box
21.

Export an IGES file


Select File, Export > IGES
Select Browse
to select a
location for the output file
Change the Save In directory to
My Documents for easy finding
Click OK
Select OK in the Export IGES
window
Select Yes

In todays global product development environment, many customers need to share their
CAD data with partners and suppliers outside of their organization that dont have the same
CAD tool, so I am going to create an IGES file for this iteration of the model and check it into
the database so others have this representation created for them if they need it.
Benefits:
o Keep exported data associated to the version and iteration of the model it was
created from

Competitive Info Notes

Functionality
#
22.

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Technical Specialist Talk Track

Modify Attachments
Maximize the Workgroup
Manager
Select
Select View information
the BRACKET

for

From Actions menu, select Edit


Attachments
Click

Add Attachment

Click Browse and select .igs


file from the My Documents link in
the Open window, Open
Change the Category to Export,
OK, Close
23.

Check In changes
Maximize NX
Select File, Check In > Custom
Check In
Select the Tools menu and click
on Models and Viewables
Click OK in the Save to
Workspace dialog box
Next
Click Finish in the Check In
dialog box

Now lets check in the changes. I will check in the model, and the viewable for non-CAD
consumers participating in the design process will be available after the check in has been
completed.

Competitive Info Notes

Functionality
#
24.

Picks

Technical Specialist Talk Track

Show Updates

Now lets take a look at the details page for the changed Engine Head. Here we see the
updated viewable, the IGES file I uploaded and the updated attribute information for the part.

Click

Home in WGM

Select View information

for

the
BRACKET from the
Updates table
Select Content tab, view the
*.igs in the Attachments table
Switch to Details tab, spin
thumbnail of the viewable to show
the updates to the model
25.

Iteration History
Select History tab, highlight new
iteration in the Version History
table

26.

All the iterations of the parts are kept in Windchill. You can see who last modified the
drawing and when the part was checked in. You can even go back to the details of previous
iterations.

Check Out Drawing

Now lets go check out the drawing and download the related assembly.

Select Search in the


Workgroup Manager (expand
search bar if necessary)

Again, I will execute the check out option from within NX and search for the drawing of the
assembly.

Select the Advanced Search link


Change the Search For option to
NX Models
Add the Name criterion to search
for cone*
Select Search

Competitive Info Notes

Functionality
#
27.

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Technical Specialist Talk Track

Check Out Drawing

From the search results, I will pick the drawing to check out. In the check out preferences, I
now have multiple tabs available to select. The drawings tab shows a list of the drawings
that have been collected for checkout and the part or assembly model they are associated to.
The list tab shows all the objects collected in a flat list.

Select the drawing


CONE
ASSEMBLY DRAWING in the
Search results list
Select Actions,

Check Out

Set Check Out: Initially selected


Uncheck the option to Reuse
content in the target workspace
Select OK
Maximize NX
File, Open
Select vg-0400_ug_dwg.prt, OK

Benefits:
o The Workgroup Manager understands all the dependencies between drawing,
assemblies and parts.

Competitive Info Notes

Functionality
#
28.

Picks

Technical Specialist Talk Track

Edit drawing table


Select Start,

Drafting

Zoom into the table, Use the


Zoom window icon

in NX

Hit the Esc to get out of the zoom


window mode.
Select the Part Name column
header, RMB and pick Select >
Columns
RMB again and select Insert >
Columns to the Right
Select the new column header
and right click and pick Select >
Columns, RMB and pick
Style
Pick the Columns tab and then
Select the
Name

icon for Attribute

Select the PTC_WM_REVISION


attribute to display the parts
version in the table, OK, OK

Competitive Info Notes

Functionality
#
29.

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Technical Specialist Talk Track

Check in the changes

Now I can check in all the changes that I made.

Select File, Check In > Custom


Check In

Lets complete the check in.

Select the Tools pull down and


click on Models and Viewables
Click OK in the Save to
Workspace dialog box
OK to Check Out the two parts
related in the Conflicts dialog
Next, Finish in the Check In
dialog box
30.

Review changes
Maximize Workgroup Manager
Click

Home icon

Select View information


for
CONE ASSEMBLY DRAWING
in Updates table

Lets take a look at the updated drawing. Using my updates section, I can quickly navigate to
the latest version of the drawing.

Competitive Info Notes

Functionality
#
31.

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Technical Specialist Talk Track

Promotion Process
From Actions pull down select
New,
New Promotion
Request
Select Next
Check on
UG0400-DWG,
click
Collect objects
Select Select all rows,
Collect related parts, Select
all rows, OK
Select all rows, select Target
Promotion State: Released,
Set Object for Promotion
Select Next
Set Pat Product Manager as
Reviewer
Select Finish

32.

Approval Process
Click

Home icon

Click on the Approve Promotion


Request link in the My Tasks
table

Competitive Info Notes

Functionality
#
33.

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Technical Specialist Talk Track

Promotion Request
Details
Scroll down the page to show the
Promotion Request objects and
the approval process status table
to see who is participating in the
process

34.

Approve the Promotion


Request
Select the
Approve radio
button at the bottom of the page
Add Comments: Approved
Select Complete Task
After about 10 seconds go by,
select
Home icon again to
refresh
Highlight the lifecycle state of
Released in the Updates table for
the
CONE ASSEMBLY DRW

35.

Save As and Rename


Details
for
CONE
ASSEMBLY DRAWING from the
Updates table
Actions,

Save As

Competitive Info Notes

Functionality
#
36.

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Technical Specialist Talk Track

Save As
Select all rows
Select Reuse
Deselect All
Select only CONE ASSEMBLY
DRAWING and CONE
ASSEMBLY
Select Collect related parts
Select the check box next to the
new part added to the table
Select Set New Name
Fill table as shown to right
Click OK when completed with
setting the new names
Click OK to execute the Save As

37.

View the new drawing


Select the

Home icon

Select Details
of the new
drawing
CONE ASSEMBLY
DRAWING_SA from the Updates
table
Make sure you select new dwg!
38.

Open in NX
Actions menu, Open In, Open in
NX

Competitive Info Notes

Functionality
#
39.

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Technical Specialist Talk Track

Show Renamed files


After the drawing is opened in
NX, highlight the new file name in
the Title bar
Select Assembly Navigator
tab in NX to show that the
drawing is referencing the
assembly that was executed in
the Save As process as well

40.

Part Families
Maximize Workgroup Manager
Select the search tab
Workgroup Manager

in the

Scroll down and select the


Search link to get you back to the
basic search
Change the Search for option to
NX Models
Search by Number and add NAS*
to the criteria
Select Search
41.

View Part Family Details


In the search results, select the
generic model
nas1352_PF_ug_prt

Competitive Info Notes

Functionality
#
42.

Picks

View Part Family Details


Select New Tab
, check on
Family from Customize ->
Related Objects
RMB on the New Tab 1, Rename
Tab, enter Name: Family, OK
Overview the family tree in the
table

43.

Check Out Family


From the Actions pull down,
select
Add to Workspace
Select the Advanced tab in the
Add to Workspace window
Select all rows in the items in
Object List, select Collect related
family table objects
Select all rows,
Set
selected objects for Check Out
Select OK

Technical Specialist Talk Track

Competitive Info Notes

Functionality
#
44.

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Technical Specialist Talk Track

Open Part Family in NX


Actions, Open In, Open in NX if
reqd
Select Start,
NX

Modeling in

Select Tools, Part Families,


then Select Edit in the Part
Family Window
Select Retry or Switch to if
prompted
Select OK if you get this warning,
may be behind excel window
45.

Add a new member to the


Family
In Excel, add the new information
to the spreadsheet as highlighted
in the image

46.

Saving the Family


In Excel, switch to Add-Ins Tab,
select PartFamily -> Save
Family
Close Excel if reqd
Select NX from Windows taskbar
so all NX windows are on top,
select OK in the Part Family
navigator

Competitive Info Notes

Functionality
#
47.

Picks

Check In new part family


In NX, Select File, Check In,
Custom Check In
Select Tools, Models and
Viewables, OK
Select Next
Check
Auto Associate Parts
to CAD Documents, Finish
OK if prompted

48.

Review Details
In the Workgroup Manager, select
the
Home icon
View Information for the
Generic
NAS-1352
_PF_UG_PRT.PRT in the
Updates table
Select Family tab
Highlight new instance

Technical Specialist Talk Track

Competitive Info Notes

Reset Instructions
VMware Reset Instructions

Stop Windchill Method Server

o Stop Windchill Method Server by double-clicking the shortcut


Stop Windchill Services

o Stop Windchill Services by double-clicking the shortcut


Shut down the image
Revert the image to the last snapshot

on the desktop

on the desktop