Windchill PDMlink Training Plan

Date Topics Covered

DAY1
User
PDM, PLM, ERP overview
Windchill Architecture and Navigation
Understanding Product Context & objects
Searching and browsing methods
Browse Products and Libraries
Visualization and Markup
Understanding Windchill Product structure
Create and Manage Workspace
Connecting Windchill with CAD
Working with CAD data management
(16)
DAY2
User
Product structure Part and CAD-centric
Object masters and versions
Create new view versions.
Create baselines and BOM notes
End item configurations and instances
Part occurrences and reference designator
Part incorporation and allocation
Replacement parts
Configuration management
Import and export BOM data
Document object
Relationships between documents
Associate documents to parts
Modify document by check out - check in
Doc management using Desktop Integration
Life cycles, workflows, and teams
Basic and the advanced life cycle
Create promotion requests
Managing tasks
(711)
DAY3
User

Assignments, Updates, Checked Out Work
Notebook, Subscriptions, Reports
Change Management features and benefits
Identifying & monitoring change objects
The routing of change objects
Fast Track and a Full Track change
Change Administrator roles
Problem reports
Create and Analyze change requests
Describe the capabilities of change notices
Change notices & implementation plans
Set effectivity
Implement changes
Review implementation tasks
Audit change notices
Explain PDMLink.s communication and
Collaboration and Discuss objects in forums
Manage and schedule meetings
(1217)
DAY4
Business
Admin
Understanding role of the Business
Administrator
Identifying data to be managed.
Understand the processes involved in
defining your business environment
Implementation strategy for business
environment
Identify your Windchill user community
Windchill PDMLink Organization
Create an organization
Manage user accounts and groups
Identify best practices for managing
organizations, groups, and user accounts
Windchill PDMLink object names and their
corresponding object type class names
Windchill PDMLink soft type objects and
their attributes
PDMLink contexts and their relationships
Plan a Product and Library strategy
Assign Product and Library Creators
Product, Library contexts and Folders
(14)
DAY5
Business
Admin
Define life cycle and workflow templates
Create life cycle and workflow templates
Associate life cycle and workflow templates
Domain policy architecture
Define access control policies
Define a notification and indexing policy
Team terminology and context team
architecture
Context teams and roles for access control
Teams and templates for workflow
Shared teams to use across multiple contexts
Windchill Object templates
Create and manage document templates
within Product, Library, and
Organization contexts
create CAD document templates
Product and Library context templates(58)
DAY6
Business
Admin
Object initialization rules
CMII-compliant change management
Lightweight customization points
Change Monitor reports
Administrator-saved searches
Administer user profiles and views
Calendar and organization preferences
Report manager functions
Visualization publishing controls
Purge manager and Audit system events
(911)
Class 6Hrs/day