Windchill PDMLink 10.1 M040 Installation

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Refer to the Windchill Administration Guide and

the Windchill Installation and Configuration Guide



dated: April 2013

P
DMLink 10.1 M040 installation

instructions
: updated 5/20/2013

Page
1


Windchill
PDMLink 10.1 M040 Installation

By Paul Wyndham


Installation options: X64 server, IIS 7.0, Win 2008 R2, SQL 2012

Install Windows 2008 Server R2 Service Pack 1

IIS 7.5.7600

Installed .Net Framework 3.5.1

Install SQL Server 2012 Standard or Expert

(Developer has known issues).

Install Java SE Development Kit (JDK) 1.6.0_41 or newer

Install Java Runtime environment (JRE) 6:
http://www.oracle.com/technetwork/java/javas
e/downloads/index.html

For this installation I need
ed

the following parts downloaded from PTC.com



PTC Solution Installer 10.1



Windchill 10.1 Third Party Software



Java Software Development Kit



Windchill Directory Server for Windchill 10.1



Windchill 10.1 Inf
o*Engine



Windchill 10.1 Services



Windchill 10.1 PDMLink



Windchill 10.1 Help Center



Windchill 10.1 Service Pack



Creo View Clients


MCAD & ECAD 10.1+



Creo View Adapters 13.1+ for Windows

Table of Contents

SQL installation procedure:

................................
................................
................................
...........................

2

Windchill Solution Installer:

................................
................................
................................
........................

14

IIS Manual Setup

................................
................................
................................
................................
.........

30

Manually Cre
ating the Windchill Virtual Directory

................................
................................
.................

31

Adding a MINE type:

................................
................................
................................
...............................

32

Adding Tomcat Connector to ISAPI Extension List

................................
................................
..................

36

Setting Authentication Constraints Required by Windchill

................................
................................
....

37

Enabling the Default Domain and Realm for IIS7

................................
................................
...................

40

Giving IIS Users Appropriate Permissions

................................
................................
...............................

41

Connecting to the Windchill homepage:

................................
................................
................................

41

Manually Run the Windchill Configuration Assistant

................................
................................
.............

43


Refer to the Windchill Administration Guide and

the Windchill Installation and Configuration Guide



dated: April 2013

P
DMLink 10.1 M040 installation

instructions
: updated 5/20/2013

Page
2


SQL installation procedure:

Launch the Setup application from the MS SQ
L installation media.

Click the Installation link on the left column.





Click “New SQL Server … installation”



Refer to the Windchill Administration Guide and

the Windchill Installation and Configuration Guide



dated: April 2013

P
DMLink 10.1 M040 installation

instructions
: updated 5/20/2013

Page
3


If everything passes click “OK”








Refer to the Windchill Administration Guide and

the Windchill Installation and Configuration Guide



dated: April 2013

P
DMLink 10.1 M040 installation

instructions
: updated 5/20/2013

Page
4


After the setup
is installed you will get a status screen.

If everything passes click “Next >”




Enter or verify your product key:

Click “Next >”



Refer to the Windchill Administration Guide and

the Windchill Installation and Configuration Guide



dated: April 2013

P
DMLink 10.1 M040 installation

instructions
: updated 5/20/2013

Page
5


Check the box for: “I accept the license terms.” (Make sure you read
them

).

Click “Next >”





Click “Next
>” on the Feature Installation screen:




Refer to the Windchill Administration Guide and

the Windchill Installation and Configuration Guide



dated: April 2013

P
DMLink 10.1 M040 installation

instructions
: updated 5/20/2013

Page
6


On the Feature Selection screen select these optio
ns:



Database Engine Services

o

SQL Server Replication

o

Full
-
Text Search and Semantic Extractions for Search



Client Tools Connectivity



Client Tools Backwards Compatibility



Client Tools SDK



Documentation Components



Management Tools


Basic

o

Management Tools


Complete



SQL Client Connectivity SDK


Make sure the install location is correct

Click “Next >”






Refer to the Windchill Administration Guide and

the Windchill Installation and Configuration Guide



dated: April 2013

P
DMLink 10.1 M040 installation

instructions
: updated 5/20/2013

Page
7


Make sure everything passes.

Click “Next >”




If you are installing SQL only to be used by PDMLink you can leave it as the Default instance.

Make sure the root directory is correct.

Click “Next >”



Refer to the Windchill Administration Guide and

the Windchill Installation and Configuration Guide



dated: April 2013

P
DMLink 10.1 M040 installation

instructions
: updated 5/20/2013

Page
8


Verify the disk space requirements are ok.

Click “Next >”





For a basic installation you can leave the default service accounts.

Click the “Collation” tab:



Refer to the Windchill Administration Guide and

the Windchill Installation and Configuration Guide



dated: April 2013

P
DMLink 10.1 M040 installation

instructions
: updated 5/20/2013

Page
9


I selected
Latin1_General_100_CS_A
S_SC

as the collation.

*Don’t follow the screenshot from
below.

Click “OK”





Click “Next >”



Refer to the Windchill Administration Guide and

the Windchill Installation and Configuration Guide



dated: April 2013

P
DMLink 10.1 M040 installation

instructions
: updated 5/20/2013

Page
10


On the Database Engine Configuration page select the radio button for “Mixed Mode”.

Enter the (sa) account password.

You could add other users if needed.

Click “Next >”




Click “Next >” on the Error Reporting page.



Refer to the Windchill Administration Guide and

the Windchill Installation and Configuration Guide



dated: April 2013

P
DMLink 10.1 M040 installation

instructions
: updated 5/20/2013

Page
11


Verify everything passed.

Click “Next >”






Click “Install” on the Ready to Install page.



Refer to the Windchill Administration Guide and

the Windchill Installation and Configuration Guide



dated: April 2013

P
DMLink 10.1 M040 installation

instructions
: updated 5/20/2013

Page
12


Wait for the installation to complete:





Make sure everything completed successfully and cl
ick “Close”.





Refer to the Windchill Administration Guide and

the Windchill Installation and Configuration Guide



dated: April 2013

P
DMLink 10.1 M040 installation

instructions
: updated 5/20/2013

Page
13


Exit the Installation Center



























Refer to the Windchill Administration Guide and

the Windchill Installation and Configuration Guide



dated: April 2013

P
DMLink 10.1 M040 installation

instructions
: updated 5/20/2013

Page
14


Windchill Solution Installer
:

Run the PTC Solutions Installer M040 using the setup.vbs file in the installer media.




Select your language.

Click
OK





Refer to the Windchill Administration Guide and

the Windchill Installation and Configuration Guide



dated: April 2013

P
DMLink 10.1 M040 installation

instructions
: updated 5/20/2013

Page
15


Make sure you have access

to all the information as needed.

Click
Next >





Read the agreement. Click the “I accept” radio button.

Click
Next >




Refer to the Windchill Administration Guide and

the Windchill Installation and Configuration Guide



dated: April 2013

P
DMLink 10.1 M040 installation

instructions
: updated 5/20/2013

Page
16


Click the
Solution

button to start a new installation.





Click
Next >




Refer to the Windchill Administration Guide and

the Windchill Installation and Configuration Guide



dated: April 2013

P
DMLink 10.1 M040 installation

instructions
: updated 5/20/2013

Page
17


Select the products you want to install.

Click
Next >




Select any optional components

Click
Next >



Refer to the Windchill Administration Guide and

the Windchill Installation and Configuration Guide



dated: April 2013

P
DMLink 10.1 M040 installation

instructions
: updated 5/20/2013

Page
18


Select the platform components to install.

***

Note ***

In the
Install and Config Guide p. 314
recommends installing Apache even if you plan on using IIS.

Click
Next >




Select any additional features
to configure.

Click
Next >



Refer to the Windchill Administration Guide and

the Windchill Installation and Configuration Guide



dated: April 2013

P
DMLink 10.1 M040 installation

instructions
: updated 5/20/2013

Page
19


Change the database options if needed.

Click
Next >




Select your environment and uncheck the Send Receive Info box.

Click
Next >



Refer to the Windchill Administration Guide and

the Windchill Installation and Configuration Guide



dated: April 2013

P
DMLink 10.1 M040 installation

instructions
: updated 5/20/2013

Page
20


Enter the info for the Administrator and customer

Click
Next >




Make sure the directory
is correct.

Click
Next >



Refer to the Windchill Administration Guide and

the Windchill Installation and Configuration Guide



dated: April 2013

P
DMLink 10.1 M040 installation

instructions
: updated 5/20/2013

Page
21


Select the data sets
.

*

If you did not install apache you have uncheck the “Load base data” box.

Click
Next >




Make sure the information is correct
.

***

Note ***

I found the IIS server needs to be stopped for PDMLink to access port 80.

Click
Next >



Refer to the Windchill Administration Guide and

the Windchill Installation and Configuration Guide



dated: April 2013

P
DMLink 10.1 M040 installation

instructions
: updated 5/20/2013

Page
22


Verify your database Language.

Click
Next >




Select the initial database size.

Click
Next >



Refer to the Windchill Administration Guide and

the Windchill Installation and Configuration Guide



dated: April 2013

P
DMLink 10.1 M040 installation

instructions
: updated 5/20/2013

Page
23


Enter the

info for each line. Here are my examples:



D:
\
Program
Files
\
Microsoft SQL
Server
\
MSSQL11.MSSQLSERVER
\
MSSQL
\
Binn
\
sqlservr.exe

o

Instead of the full path just use: D:
\
Program Files
\
Microsoft SQL
Server
\



D:
\
Program Files
\
Microsoft SQL Server
\
110
\
Tools



usdbtlbca1ms540.btl.ms.philips.com



If using the default
instance the name must be left blank. (
MSSQLSERVER
)




1433



Password1



wcadmin



wcadmin



wcadmin

Click
Next >





The pink boxes show up to tell there is an issue with something.


Refer to the Windchill Administration Guide and

the Windchill Installation and Configuration Guide



dated: April 2013

P
DMLink 10.1 M040 installation

instructions
: updated 5/20/2013

Page
24


If you get the pink boxes it is because y
ou
also go
t a message like this:


Accept defaults on the LDAP screen.

Enter an LDAP Admin password
-

wcadmin

Click
Next >



Refer to the Windchill Administration Guide and

the Windchill Installation and Configuration Guide



dated: April 2013

P
DMLink 10.1 M040 installation

instructions
: updated 5/20/2013

Page
25


Enter a password for the site Admin


wcadmin

Enter the Business name




If you selected Creo View as an option you will see this screen. Make selects.

Click
Next >



Refer to the Windchill Administration Guide and

the Windchill Installation and Configuration Guide



dated: April 2013

P
DMLink 10.1 M040 installation

instructions
: updated 5/20/2013

Page
26


Specify where to create icons. It only allows one place, so I choose the new program group.

Click
Next >




Specify the staging area for the installation

Click
Next >



Refer to the Windchill Administration Guide and

the Windchill Installation and Configuration Guide



dated: April 2013

P
DMLink 10.1 M040 installation

instructions
: updated 5/20/2013

Page
27


The installer will check for everything needed.

You will see this screen to tell

you what is still needed.

Download the additional parts as needed and copy them to the staging drive.

Click
< Back

and
Next >

to refresh the results.




Once you have everything downloaded and in the staging area the next button will be available

Click
Next >



Refer to the Windchill Administration Guide and

the Windchill Installation and Configuration Guide



dated: April 2013

P
DMLink 10.1 M040 installation

instructions
: updated 5/20/2013

Page
28


Click the
Save…

button to save the summary.

Choose a name and click
Save
.





Click “
Install
” to start the installation.




Refer to the Windchill Administration Guide and

the Windchill Installation and Configuration Guide



dated: April 2013

P
DMLink 10.1 M040 installation

instructions
: updated 5/20/2013

Page
29


The installation will start.




***
This is a bad thing
***

It was caused by putting

in

the name of the default database.



Refer to the Windchill Administration Guide and

the Windchill Installation and Configuration Guide



dated: April 2013

P
DMLink 10.1 M040 installation

instructions
: updated 5/20/2013

Page
30


Once the installation completes it will give you a status screen. Hopefully you get lots for green
check marks.




IIS Manual Setup



Refer to the Windchill Administration Guide and

the Windchill Installation and Configuration Guide



dated: April 2013

P
DMLink 10.1 M040 installation

instructions
: updated 5/20/2013

Page
31


Manually Creating the Windchill Virtual Directory

Open IIS Manager by navigating to Start


Control Panel


Administrative Tools.


From tree tool in the left pane, select the
Default Web Site

(found in the “Web

Sites” folder), right
-
click and select
Add Virtual Directory
.






Enter the following
information for the virtual directory:


Windchill Virtual Directory Creation





Click
OK


Refer to the Windchill Administration Guide and

the Windchill Installation and Configuration Guide



dated: April 2013

P
DMLink 10.1 M040 installation

instructions
: updated 5/20/2013

Page
32



Adding a MINE type:


First you might have to install the “Static Content” Role Service to IIS.

1.

Start

-
>
Administrative Tools

-
>
Server Manager

2.

Select
Web Server

under
Roles
,

Click
Add Role Services


3.

First

option is
Static Content

under
Common Http Features


4.

Click
Next >

Refer to the Windchill Administration Guide and

the Windchill Installation and Configuration Guide



dated: April 2013

P
DMLink 10.1 M040 installation

instructions
: updated 5/20/2013

Page
33



5.

At this time also check the boxes for
Basic Authentication

and
Windows Authentication

for
later use.


These two selections are under the
Security

section.


6.

Install it

and click Close when finished.

Refer to the Windchill Administration Guide and

the Windchill Installation and Configuration Guide



dated: April 2013

P
DMLink 10.1 M040 installation

instructions
: updated 5/20/2013

Page
34




7.

Restart IIS Manager (Close and reopen the manager).

Refer to the Windchill Administration Guide and

the Windchill Installation and Configuration Guide



dated: April 2013

P
DMLink 10.1 M040 installation

instructions
: updated 5/20/2013

Page
35





IIS 7:

1. From IIS Manager, select the
<ComputerName>

(local

computer) node in the
left pane.

2. On the middle pane, select
MIME Types
.




3. On the
Actions
pane, click
Add...
.

4. Enter the asterisk (
*
)for
Extension
and
applicati
on/
octet
-
stream

for
MIIME Type
.


Refer to the Windchill Administration Guide and

the Windchill Installation and Configuration Guide



dated: April 2013

P
DMLink 10.1 M040 installation

instructions
: updated 5/20/2013

Page
36




5. Click
OK
.

Adding Tomcat Connector to ISAPI Extension List



1.

From IIS Manager, select the
<ComputerName>

node in the left pane.

2.

From the Features (middle) panel, select
Isapi & CGI Restrictions
. Right click and choose
Open Feature
. From the actions (right) panel, select
Add
.

3.

Enter
jakarta

for the description.

4.

In the ISAPI or CGI P
ath,
navigat
e

to
<IISConnect
orDir>
\
isapi_redirect.dll

and select it
as
the required file.

5.

Select

the check box for

Allow
extension

path to execute
.

6.

Click
OK
.



Refer to the Windchill Administration Guide and

the Windchill Installation and Configuration Guide



dated: April 2013

P
DMLink 10.1 M040 installation

instructions
: updated 5/20/2013

Page
37


Setting Authentication Constraints Required by

Windchill


1.

Create a folder called
servlet

in the
W
indchill…
\
codebase folder




2.

Create an empty file named
WindchillGW

in the servlet folder.


3.

Remove the
.txt

file extension.




Refer to the Windchill Administration Guide and

the Windchill Installation and Configuration Guide



dated: April 2013

P
DMLink 10.1 M040 installation

instructions
: updated 5/20/2013

Page
38


4.

Go into IIS and refresh the Windchill virtual directory






Refer to the Windchill Administration Guide and

the Windchill Installation and Configuration Guide



dated: April 2013

P
DMLink 10.1 M040 installation

instructions
: updated 5/20/2013

Page
39



5.

Set access permissions for the following folders under the Windchill virtual directory.

a.

Select the folder and click the
Authentication

icon in the middle column.




6.

Set all folders to
Enable

Basic Authentication and
Disable

Windows Authentication.

7.

Set the
Windchill/

folder and
Windchill/Servlet/WindchillGW

file to have Anonymous
access.

a.

***
Note ***

A

changed setting from a folder applies to sub
-
folders. So after setting “Windchill”
to Enabled you will have to set all sub
-
folders to disabled.




Refer to the Windchill Administration Guide and

the Windchill Installation and Configuration Guide



dated: April 2013

P
DMLink 10.1 M040 installation

instructions
: updated 5/20/2013

Page
40


8.

To show the WindchillGW file select the
servlet

folder and switch to content view.

a.

Highlight the
file and click
Switch to Feature View

in the right column.




9.

Restart IIS.

Enabling the Default Domain and Realm for IIS7

Use the following procedure to enable the default domain and realm for IIS with basic
authentication:


1.

Under computer name double click
Authentication
, select
Basic Authentication

and
click
Edit
.



2.

Set Realm to
Windchill
.





Refer to the Windchill Administration Guide and

the Windchill Installation and Configuration Guide



dated: April 2013

P
DMLink 10.1 M040 installation

instructions
: updated 5/20/2013

Page
41


Giving IIS Users Appropriate Permissions


Verify that IIS users have appropriate permissions. Navigate to the directory

<tomcat>
/connectors/conf

and add a generic

users

group that has read

permissions for the

workers.properties

file.




Connecting to the Windchill homepage:



Refer to the Windchill Administration Guide and

the Windchill Installation and Configuration Guide



dated: April 2013

P
DMLink 10.1 M040 installation

instructions
: updated 5/20/2013

Page
42



Log into Windchill using the admin account you created earlier:
wcadmin/wcadmin
.



*** Note ***

Follow these steps if you get an
Unsupported browse mode detected

error
.




Click
Tools

then
Compatibility View Settings
. Then

uncheck
Display Intranet sites in
compatibility mode
.


Refer to the Windchill Administration Guide and

the Windchill Installation and Configuration Guide



dated: April 2013

P
DMLink 10.1 M040 installation

instructions
: updated 5/20/2013

Page
43





Now you should see your new Windchill screen.





Manually
Run the Windchill Configuration Assistant


ant
-
f WindchillConfigAssistant.xml configureWindchill
\

-
Dinteractive=false
-
Dpropagate=true