Windchill PDMLink 10.1 M040 Installation

snortfearServers

Dec 4, 2013 (3 years and 11 months ago)

2,112 views

Refer to the

Windchill Administration Guide and the Windchill Installation and Configuration Guide


dated: April 2013

PDMLink 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

Apache
, Win 2008 R2, SQL 2012

Install Windows 2008 Server R2 Service Pack 1

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



Apache
-
Tomcat
-
7.0.39
-
x64

Table of Contents

SQL installation procedure:

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

2

Windchill Solution Installer:

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

15

IIS Manual Setup


possibly skip IIS and stick with Apache

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

31

Manually Creating the Windchill Virtual Directory

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

32

Adding a MINE type:

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

33

Adding Tomcat Connector to ISAPI Extension List

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

36

Setting Authentication Constraints Required by Windchill

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

37

Enabling the Default Domain and Realm for IIS7

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

41

Giving IIS Users Appropriate Permissions

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

41

Connecting to the Windchill homepage
:

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

42

Manually Run the Windchill Configuration Assistant

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

44

Setting PDMLink up to run automatically when the server boots

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

45

Refer to the

Windchill Administration Guide and the Windchill Installation and Configuration Guide


dated: April 2013

PDMLink 10.1 M040 installation instructions: updated 5/20/2013

Page
2



SQL installation procedure:

Launch the Setup application from the MS SQL 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

PDMLink 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

PDMLink 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 >”




Refer to the

Windchill Administration Guide and the Windchill Installation and Configuration Guide


dated: April 2013

PDMLink 10.1 M040 installation instructions: updated 5/20/2013

Page
5


Enter or verify your product key:

Click “Next >”



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

).

Click “Next >”





Refer to the

Windchill Administration Guide and the Windchill Installation and Configuration Guide


dated: April 2013

PDMLink 10.1 M040 installation instructions: updated 5/20/2013

Page
6


Click “Next
>” on the Feature Installation screen:




On the Feature Selection screen select these options:



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 in
stall location is correct

Click “Next >”


Refer to the

Windchill Administration Guide and the Windchill Installation and Configuration Guide


dated: April 2013

PDMLink 10.1 M040 installation instructions: updated 5/20/2013

Page
7






Make sure everything passes.

Click “Next >”


Refer to the

Windchill Administration Guide and the Windchill Installation and Configuration Guide


dated: April 2013

PDMLink 10.1 M040 installation instructions: updated 5/20/2013

Page
8




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 >”



Verify the disk space requirements are ok.

Click “Next >”


Refer to the

Windchill Administration Guide and the Windchill Installation and Configuration Guide


dated: April 2013

PDMLink 10.1 M040 installation instructions: updated 5/20/2013

Page
9





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

Click the “Collation” tab:



I selected
Latin1_General_100_CS_AS_SC

as the collation.

*Don’t follow the screenshot from
bel
ow.

Click “OK”

Refer to the

Windchill Administration Guide and the Windchill Installation and Configuration Guide


dated: April 2013

PDMLink 10.1 M040 installation instructions: updated 5/20/2013

Page
10






Click “Next >”



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.

Refer to the

Windchill Administration Guide and the Windchill Installation and Configuration Guide


dated: April 2013

PDMLink 10.1 M040 installation instructions: updated 5/20/2013

Page
11


Click “Next >”




Click “Next >” on the Error Reporting page.



Verify everything passed.

Click “Next >”


Refer to the

Windchill Administration Guide and the Windchill Installation and Configuration Guide


dated: April 2013

PDMLink 10.1 M040 installation instructions: updated 5/20/2013

Page
12






Click “Install” on the

Ready to Install


page.



Wait for the installation to complete:


Refer to the

Windchill Administration Guide and the Windchill Installation and Configuration Guide


dated: April 2013

PDMLink 10.1 M040 installation instructions: updated 5/20/2013

Page
13





Make sure everything completed successfully and click “Close”.





Exit the Installation Center


Refer to the

Windchill Administration Guide and the Windchill Installation and Configuration Guide


dated: April 2013

PDMLink 10.1 M040 installation instructions: updated 5/20/2013

Page
14



























Refer to the

Windchill Administration Guide and the Windchill Installation and Configuration Guide


dated: April 2013

PDMLink 10.1 M040 installation instructions: updated 5/20/2013

Page
15


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

PDMLink 10.1 M040 installation instructions: updated 5/20/2013

Page
16


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

PDMLink 10.1 M040 installation instructions: updated 5/20/2013

Page
17


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

PDMLink 10.1 M040 installation instructions: updated 5/20/2013

Page
18


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

PDMLink 10.1 M040 installation instructions: updated 5/20/2013

Page
19


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

(PTC doesn’t really support 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

PDMLink 10.1 M040 installation instructions: updated 5/20/2013

Page
20


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

PDMLink 10.1 M040 installation instructions: updated 5/20/2013

Page
21


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

PDMLink 10.1 M040 installation instructions: updated 5/20/2013

Page
22


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

PDMLink 10.1 M040 installation instructions: updated 5/20/2013

Page
23


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

PDMLink 10.1 M040 installation instructions: updated 5/20/2013

Page
24


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

PDMLink 10.1 M040 installation instructions: updated 5/20/2013

Page
25


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

PDMLink 10.1 M040 installation instructions: updated 5/20/2013

Page
26


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

PDMLink 10.1 M040 installation instructions: updated 5/20/2013

Page
27


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

PDMLink 10.1 M040 installation instructions: updated 5/20/2013

Page
28


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 s
taging 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

PDMLink 10.1 M040 installation instructions: updated 5/20/2013

Page
29


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

PDMLink 10.1 M040 installation instructions: updated 5/20/2013

Page
30


The installation will start.




***
This is a bad thing
***

It was caused by putting

in

the name of the default database.

See
page 23 to correct this issue when you reinstall.



Refer to the

Windchill Administration Guide and the Windchill Installation and Configuration Guide


dated: April 2013

PDMLink 10.1 M040 installation instructions: updated 5/20/2013

Page
31


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




IIS Manual Setup



possibly skip IIS and stick with Apache

Since PTC does not fully support IIS I would suggest skipping it and sticking with the suggested
Apache web
server. My installation has been much more stable since I did this.


I will leave this instructions just in case they help someone that needs IIS.



Refer to the

Windchill Administration Guide and the Windchill Installation and Configuration Guide


dated: April 2013

PDMLink 10.1 M040 installation instructions: updated 5/20/2013

Page
32


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 Directo
ry Creation





Click
OK



Refer to the

Windchill Administration Guide and the Windchill Installation and Configuration Guide


dated: April 2013

PDMLink 10.1 M040 installation instructions: updated 5/20/2013

Page
33


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

PDMLink 10.1 M040 installation instructions: updated 5/20/2013

Page
34


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

PDMLink 10.1 M040 installation instructions: updated 5/20/2013

Page
35



7.

Restart IIS Manager (Close and reopen the manager).




IIS 7:

1. From IIS Manager, select the
<ComputerName>

(local

computer) node in the
left pane.

2. On the middle pane, select
MIME Types
.


Refer to the

Windchill Administration Guide and the Windchill Installation and Configuration Guide


dated: April 2013

PDMLink 10.1 M040 installation instructions: updated 5/20/2013

Page
36




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

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

for
MIIME Type
.




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.

Refer to the

Windchill Administration Guide and the Windchill Installation and Configuration Guide


dated: April 2013

PDMLink 10.1 M040 installation instructions: updated 5/20/2013

Page
37


4.

In the ISAPI or CGI P
ath,
navigat
e

to
<IISConnectorDir>
\
isapi_redirect.dll

and select it
as
the required file.

5.

Select

the check box for

Allow
extension

path to execute
.

6.

Click
OK
.



Setting Authentication Constraints Required by

Windchill


1.

Create a folder called
servlet

in the
W
indchill…
\
codebase folder




Refer to the

Windchill Administration Guide and the Windchill Installation and Configuration Guide


dated: April 2013

PDMLink 10.1 M040 installation instructions: updated 5/20/2013

Page
38


2.

Create an empty file named
WindchillGW

in the servlet folder.


3.

Remove the
.txt

file extension.




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

PDMLink 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.


Refer to the

Windchill Administration Guide and the Windchill Installation and Configuration Guide


dated: April 2013

PDMLink 10.1 M040 installation instructions: updated 5/20/2013

Page
40




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 appli
es to sub
-
folders. So after setting “Windchill”
to Enabled you will have to set all sub
-
folders to disabled.




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.


Refer to the

Windchill Administration Guide and the Windchill Installation and Configuration Guide


dated: April 2013

PDMLink 10.1 M040 installation instructions: updated 5/20/2013

Page
41




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
.





Giving IIS Users Appropriate Permissions


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

Refer to the

Windchill Administration Guide and the Windchill Installation and Configuration Guide


dated: April 2013

PDMLink 10.1 M040 installation instructions: updated 5/20/2013

Page
42


<tomcat>/connectors/conf

and add a generic

users

group that has read

permissions for the

workers.properties

file.




Connecting to the Windchill homepage:




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


Refer to the

Windchill Administration Guide and the Windchill Installation and Configuration Guide


dated: April 2013

PDMLink 10.1 M040 installation instructions: updated 5/20/2013

Page
43



*** 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

PDMLink 10.1 M040 installation instructions: updated 5/20/2013

Page
44





Now you should see your new Windchill screen.





Manually Run the Windchill Configuration Assistant


ant

-
f WindchillConfigAssistant.xml configureWindchill
\

-
Dinteractive=false
-
Dpropagate=true


Refer to the

Windchill Administration Guide and the Windchill Installation and Configuration Guide


dated: April 2013

PDMLink 10.1 M040 installation instructions: updated 5/20/2013

Page
45


Setting PDMLink up to run automatically when the server boots


This setup works with the Apache Web Server running.

I put this section together with the help of
the PTC Technical Support group (Kudos for you Matt)

1.

Open the Services window

-

Start menu
-
> Services (you may need to type "services" or
"services.msc" into the search bar to find it)

2.

Confirm

DB service

-

Double
-
check that the database software is runnin
g as a service. It would
need to run as a service that launches before login (Local System, or
NT

Service) and start
automatically.
B
oth SQL Server and Oracle install this way by default
.

Y
ou can make sure by
finding their services in the Services window a
nd making sure they're set to run automatically.

*You might want to check with IT about this, because running SQL Server as a Local System
service may have security issues and they will probably have a specific way to configure it. Once
the database is ru
nning as a service before login, the rest should be fairly easy.


3.

Set up

Windchill service

-

Start menu
-
> right
-
click Windchill Shell
-
> Run As Administrator.
Enter:

ant
-
buildfile c:
\
ptc
\
Windchill_10.1
\
Windchill
\
opt
\
ntservice
\
WindchillService.xml instal
l
-
DserviceName=WindchillService

** The process

needs to end with "Build Successful." It takes about 1 minute for this to complete.



Refer to the

Windchill Administration Guide and the Windchill Installation and Configuration Guide


dated: April 2013

PDMLink 10.1 M040 installation instructions: updated 5/20/2013

Page
46


4.

S
et up

Apache service

-

Still in the admin
-
level Windchill shell, enter these commands:

cd /ptc/Windchill_10.1/Apache

ant

-
f config.xml installService
-
DserviceName=ApacheService


This creates a new service for Apache. Verify it is “Started” and “Automatic”.


5.

O
pen the WindchillDS control panel

-

Still in the admin
-
level Windchill shell, enter these
commands:

cd /ptc
/Windchill_10.1/WindchillDS/server/bat

control
-
panel



Refer to the

Windchill Administration Guide and the Windchill Installation and Configuration Guide


dated: April 2013

PDMLink 10.1 M040 installation instructions: updated 5/20/2013

Page
47


6.

S
et up WindchillDS service

-

Wait for control panel to open, then log in as Directory Server
administrator (using the LDAP cn=Manager
Password



Page 25 of this document
).

Go to Runtime Options
-
> Wi
ndows Service, and click Enable, and wait for the service to get
enabled. It should say "Windows Service Enabled" with a success message. Close the two dialogs
and the WindchillDS Control Panel.


7.

C
onfirm all services

-

Go back to the Services window.

Go t
o the Action menu and choose Refresh.

a.

Find ApacheService and make sure Startup Type is Automatic and Log On As is Local System.

b.

Find Windchill Directory Server, make sure Startup Type is Automatic and Log On As is Local
System.

c.

Find WindchillService, make
sure Startup Type is Automatic and Log On As is Local System.


Refer to the

Windchill Administration Guide and the Windchill Installation and Configuration Guide


dated: April 2013

PDMLink 10.1 M040 installation instructions: updated 5/20/2013

Page
48


8.

R
eboot the
server

& test that Windchill is running

After restart, it may take several minutes for the Windchill components to get started. Once all the
components are running, you should be
able to log into Windchill from other computers as usual.

*** Notice ***

While Windchill is starting after a reboot you will get this error:
"503 Service Temporarily
Unava
ilable"
. Th
i
s
is
normal
during

startup, so wait about 5 minutes and refresh the browser.

If it still says that after about 10 minutes, log back into Windows, bring up a Windchill shell, and use
this command to set Windchill for a longer timeout:

xconfmanager
-
t codebase/wt.properties
-
s wt.manager.serverStartTimeOut=1800
-
p

T
hen restart the system and try again.

*** You should be able to log into Windchill without anyone being logged into the server.