Product Data Management (PDM)

Open, import, and save files to PTC Windchill™ or Siemens Teamcenter™.

You need to integrate Inspire with your PDM system and add a repository before you can open or save files.

Teamcenter Setup

Integrate Inspire with Siemens Teamcenter™.

Typically, there are no server-side requirements to integrate Inspire with Teamcenter, but the FCC client needs to be installed on each user's computer or workstation in order to upload data. For any other action, the FCC client is not required.

Teamcenter version 13.3 is required.

First, you'll need:

A valid Teamcenter username and password
The full URLs for the host server and the file server, which can be provided by your Teamcenter administrator.
Example: Host = http://adm10sa1dev2:8080/tc, where "tc" is the Teamcenter site ID (your site ID may be different)

Example: File server = http://adm10sa1dev2:45444

Note: Use the same host information you would use to access the PDM from your client or web view (the full http address).

To integrate Inspire with Teamcenter:

Obtain the FCC client-only installation files from your Teamcenter administrator and install them. (During the installation, you will be prompted for the host and port values.)
Add the following environment variables:
1. FMS_HOME = C:\Program Files (x86)\Siemens\FCC
2. FMS_PATH = %FMS_HOME%; %FMS_HOME%\bin; %FMS_HOME%\lib
Update the PATH environment variable:
1. PATH = %PATH%; %FMS_PATH%

Next, you will need to add a repository.

Windchill Setup

Integrate Inspire with PTC Windchill™.

To integrate Inspire with PTC Windchill™, webjects must be installed on the Windchill server as part of the setup process. Windchill versions up to 11.1 are currently supported.

First, you'll need:

A valid Windchill username and password
The full URL for the host server, which can be provided by your Windchill administrator
Example: Host = http://trwindchill10.altair.com

Note: Use the same host information you would use to access the PDM from your client or web view (the full http address).

To integrate Inspire with Windchill:

Install webjects on the Windchill server:
1. Copy the webject files, which are located in the Inspire installation folder under the following subfolder:
  \Inspire\$Version\windchill
2. Paste the webject files to the Windchill installation folder under the following subfolder:
  \tasks\ext
Log in to Windchill as an Administrator.
From the Windchill home page, expand the Navigator.
Go to Browse > Site > Utilities.
Select System Administration > Task Delegate Administration.
Log on.
Go to Create Delegate.

Create the following six delegates:

Delegate	Repository Type	Name	Source URL	Type Identifier
1	com.ptc.windchill	HWCheckConnection	/ext/HWCheckConnection.xml	com.ptc.windchill.ws
2	com.ptc.windchill	HWExpandBOM	/ext/HWExpandBOM.xml	com.ptc.windchill.ws
3	com.ptc.windchill	HWGetBOMOccurrence	/ext/HWGetBOMOccurrence.xml	com.ptc.windchill.ws
4	com.ptc.windchill	HWGetRelatedCadDoc	/ext/HWGetRelatedCadDoc.xml	com.ptc.windchill.ws
5	com.ptc.windchill	HWGetWTPartCad	/ext/HWGetWTPartCad.xml	com.ptc.windchill.ws
6	com.ptc.windchill	HWQuery	/ext/HWQuery.xml	com.ptc.windchill.ws

Next, you will need to add a repository.

Add a Repository

Add a repository to manage files on your PDM system.

First, you'll need to:

Integrate Inspire with your PDM system.
Obtain the Name, Host, and File Server for the repository, which can be provided by your network administrator

Select File > PDM > Open.
Add a repository.
1. If you haven't added a repository before, the Add Repository dialog opens automatically:
2. If you want to add an additional repository, click the Repository field and select Add Repository:
For Type, select Teamcenter or Windchill.
Enter the Name, Host, and File Server.
Click OK.

Delete a Repository

Delete a repository when you no longer need it.

Select File > PDM > Open.
Click the Repository field.
Right-click the name of the repository, and then click Delete.

Open a File from Your PDM system

Open a model from your PDM system, or import a saved model from the PDM system and merge it with the current model.

First, you'll need to:

Integrate Inspire with your PDM system.
Add a repository.
Log in to your PDM system.

Choose from the following options:

Option	Description
Open a model	Select File > PDM > Open. The current file is cleared from memory.
Import and merge a saved model with the current model	Select File > PDM > Import.

Select a repository.
Click Login and enter your credentials to log in to your PDM system. If you're unsure what your credentials are, check with your network administrator.
Perform a query to locate the file you want to open or import.
- Teamcenter: Enter a file Name or ID and press Enter. You can also filter the results by file type. Select Latest version only to display only the latest version of a file in the list of results.
- Windchill: Enter a Part or document, file Name or ID, and press Enter. You can also filter the results by file type.
The results of the search query are displayed under Files. Click the + on an assembly node to expand it. Properties are defined in your PDM system and are for display only.
Double-click a file to open it, or select it and click Open (or Import). Select a node to open an entire assembly, or a single file to open a part.

Tip:

Select Check for updated parts on the Open from PDM System window to automatically refresh the query results. Out-of-date parts are shown in red in the list of files. You can adjust how often to check for updates using the Timer setting under Preferences > Geometry > PDM.
You can select a part, name, or ID you have previously searched for from the drop-down list.
In Teamcenter, revisions of a file are shown as children under the parent node. In Windchill, the parent node is a container. The actual file and all of its revisions are listed under the container node.

Save a File to Your PDM System

Save a file to your PDM system.

First, you'll need to:

Integrate Inspire with your PDM system.
Add a repository.
Log in to your PDM system.

The file you want to save must be in Inspire. You cannot save to a PDM system directly from a disk.

Select File > PDM > Save.
Select a repository.
If you are not already logged in, click Login and enter your credentials to log in to your PDM system. If you're unsure what your credentials are, check with your network administrator.
Perform a query to locate where you want to save the file.
- Teamcenter: Enter a file Name or ID and press Enter. You can also filter the results by file type. Select Latest version only to display only the latest version of a file in the list of results.
- Windchill: Enter a Part or document, file Name, or ID and press Enter. You can also filter the results by file type.
The results of the search query are displayed under Files. Click the + on an assembly node to expand it. Properties are defined in your PDM system and are for display only.
Select where to save the file.
- To save over an existing file, select the file. If the selected file name already exists in the PDM system, the version in the PDM system will be overwritten.
- To save a file with a new name, select the parent node where you want to save the file. The saved file will appear as a child under the parent.
Under Save Options, enter a Name and Description for the file. The File Name defaults to the name of the file in Inspire.
Select a File Type. Dataset, Reference, and Tool are filled in automatically based on the file type. (Teamcenter only; Windchill does not have the Dataset options.) You may need to change these values depending on the requirements of your PDM system.
Click Save.

Tip: When uploading to Teamcenter, the file type that you want to upload should match the selected dataset type, tool, and file reference in the Upload dialog. Otherwise you will receive a "no named reference" error, which means that the dataset was created in Teamcenter but doesn't reference the file.