Windchill Repositories
In this section, the Syndeia Web Dashboard capabilities for Windchill repositories are presented.
Pre-Requisites
Check supported versions of Windchill here: Syndeia 3.7 - Integration Compatibility.
Tutorials
See the Windchill integration tutorial for Syndeia Web Dashboard - Part 4 - Windchill on Web Dashboard.
Add a Windchill Repository
(1) Click the Repositories icon in the LHS menu pane.
(2) Select Windchill in the list of Repository types on the LHS and click on the + icon next to it (visible when you hover) to add a new Windchill repository. This is shown in the figure below.
(3) Fill out the details for your Windchill server (repository), as shown below.
URL - Base URL of your Windchill repository
Name - Name of the Windchill repository. Provide a unique name to distinguish this Windchill repository from others you may add.
Description - Description of the Windchill repository
Authentication type - Basic or OAuth
Authentication type depends on how the PTC Windchill Repository has been configured for PTC Windchill Authentication
This page guides you on how to add the Repository using Basic Auth. Visit the child page Adding a Windchill Repository using OAuth if you are looking for how to add a Windchill Repository using OAuth.
Once you chose a specific Authentication type for a Windchill repository, do not change it. You can connect to multiple Windchill repositories using different authentication types, e.g. Basic Auth for your Windchill 12.1 repository and OAuth with your Windchill 13.1 repository.
Username - Username to sign in to your Windchill repository. Enter the same username that you use on the Windchill web client.
Password - Password to sign in to your Windchill repository. Enter the same username that you use on the Windchill web client.
(4) Click Test
Syndeia will attempt to reach the Windchill Repository and authenticate with the given Username and Password.
If the test is successful, a green checkmark will be shown.
(5) Click Create to add the Windchill Repository configuration once the test is successful.
Browse a Windchill Repository
Note: The content presented here is for Syndeia 3.7.1.
(1) Expand the Windchill repository after it has been added.
(2) There should be three categories of containers under the Windchill repository - Libraries, Products, and Projects, as shown below.
(3) Expand any of the three container categories to view Libraries, Products, and Projects accessible to you, as shown with Products expanded above.
If the Authentication Protocol is OAuth, you will perform an OAuth2 Device Code Grant multi-factor access check. See Adding a Windchill Repository using OAuth for details.
(4) If the Fetch more (cloud) icon is shown at any level in the tree, as with Products on the LHS below, this means that there are additional results nested under that artifact or category that are not shown due to pagination limits. Clicking this icon will fetch the next page of results, as on the RHS below. Once all results are returned, the Fetch more icon is no longer shown.
(5) Expand any container - Library, Product, or Project - to view its contents, as shown below for the Satellite Product.
Expand a container to view Folders and Parts at the root level in the expanded container
Expand a Folder to view Sub-Folders and Parts in the expanded Folder (not shown)
Expand a Part to view its Version History and various relations, such as Uses and Occurrences
Expand Version History to show all versions of that Part, including the current version
Expand relations such as Uses and Occurrences to view relations of that type, if present
(6) When viewing the same Satellite part in Windchill, the structure will match what we saw in Syndeia, as shown below for the Uses and Occurrences.
Search a Windchill Repository
Users can search for Containers and Parts in a Windchill repository. Click on the Search icon on the RHS to see the Search tab.
(1) Container search
Search for Libraries, Products, or Projects using Search for Containers.
Select the Search for Containers option.
Select the Container Type.
Specify any text string contained in the name of the containers you are searching for, as shown below.
Click the Search button. Results are shown on the RHS.
(2) Artifact search
Search for Artifacts using part numbers or names.
Select the Search for Artifacts option.
Select either Search by Number or Search by Name.
Select the Artifact Type e.g Part.
Select Container is optional, use this to specify a given Library, Product, or Project.
Enter either the Number (must be exact) or Name (can be any string contained in the name) of the part.
Click the Search button. Results are shown on the RHS.
Digital Thread Explorer
(1) See an overview of the Digital Thread Explorer - Digital Thread Explorer (DTE)
(2) See the tutorial for Windchill integration on Syndeia Web Dashboard - Part 4 - Windchill on Web Dashboard.
The Digital Thread Explorer for Windchill will show both intra-model relationships, e.g. usage links between Windchill Parts, and inter-model relationships created using Syndeia, e.g. relationships between Windchill Parts and requirements (Jama Connect, DOORS NG), SysML models (Teamwork Cloud), test cases (TestRail), software modules (GitHub), or other artifacts in your digital thread.
Creating Relations
(1) See an overview of Creating Relations
(2) See the tutorial for Windchill integration on Syndeia Web Dashboard - Part 4 - Windchill on Web Dashboard.