If you allow incremental deliveries of a package, the initial delivery of a package is always a full delivery and other options are disabled.

Creating, Updating, and Managing Reports

You can create and update reports against the objects and attributes in the system as a whole. For more information about reporting functionality, see the help available from the Reports table.

Importing and Exporting Information Among

Systems

information, see Importing and Exporting Life Cycle Templates on page 326 For workflow import and export information, see the help available from the Workflow Template Administration utility.

Managing Calendar Settings

The Calendar Management utility, available from Site Utilities, allows you to view and change calendar schedules, and delegate work to others.

As the site administrator you can set up the calendar environment for the system to include non-working days such as company holidays. For more information, see the help available from the Calendar Management utility.

Monitoring Enterprise Systems Transactions Log

If you configured Windchill to exchange information with an Enterprise Resource Planning (ERP) system, you can monitor the transactions with the ERP system through the Enterprise Systems Transactions Log.

For more information, see the ERP Connector Administration Guide.

Purge, Archive, and Restore Jobs

You can create and manage purge jobs with the Purge Management, accessed

from Site Utilities. You can create purge jobs to permanently remove data from the Windchill system, or (if the archive functionality is installed at your site) you can create an archive of the data to restore at a later time.

For more information, see the help available from the Purge Management.

Managing Searches

You can search for and delete searches created by other users. This can be useful if a user or other administrator has created saved searches, but has since left the company.

You can also set many search related preferences for your site such as determining whether a search includes only the latest version of an object rather than all versions, or setting the default types to search for global searches, and lock the preferences so that they cannot be changed at a lower level.

For more information, see the Search tab of the Navigator.

Creating and Managing Access Control Policy Rules

The Policy Administration utility is used to create access control policy rules that control the level of access to information in the system. To establish site-level policies, create those policies that apply to all organizations in the system from

Site Utilities. For example, as site administrator, you may want to give an engineering group read access to all documents of type Engineering Specification. You need to first define an Engineering Group and populate it with the appropriate members, then define a document type of Engineering Specification at the site level, and then use the Policy Administration utility at the site level to define the access policy based on the document type, the group or groups provided access and the access level.

Viewing and Managing Access Control Rules for Objects

You can view both the ad hoc and policy access control rules that are set for objects (such as folders, parts, and documents) and then manage the ad hoc access control rules for the objects. Navigate to the object, and select the Manage Security action. From the Manage Security window, you can view access control for the object and set ad hoc access control rules for the object.

For more information, see the Access Control chapter of the PTC Windchill Specialized Administration Guide and the online help available from the Manage Security window.

Creating Public Information Page Tabs

You can create custom information page tabs that can be Set Public, making them visible to all users in your site, in every organization.

For more information about creating and managing information page tabs, see the Site Administration help.

Exporting and Importing All Shared and System

Table Views

Note

For information on exporting and importing selected shared and system table views, see Exporting and Importing Selected Shared and System Table Views in the PTC Windchill Help Center.

A site administrator can export all shared and system table views from a Windchill system. This export includes:

•All system table views (the table views provided when the product was installed)

•All shared table views created by a site administrator

•All shared table views created by an organization administrator

The exported table views can be imported to another Windchill system, so long as both Windchill systems are of the same release level. For example, you can export all shared and system table views from a test system and import them into a production system of the same release level.

1.Open a windchill shell.

2.Run the following command:

windchill com.ptc.core.htmlcomp.tableview.ixb.TableViewIXUtil -f <file_name>

-u <user_name> -p <password>

where

•<file_name> will be the name of the exported file.

•<user_name> is the user name of a user with site administrator privileges. Optional.

•<password> is the password for the user. Optional.

Note

If -u and -p are omitted, the system will prompt for credentials.

For example, to export all published and system table views to a file named export.jar by a user whose user name is wcadmin and password is wcadmin use the following command:

windchill com.ptc.core.htmlcomp.tableview.ixb.TableViewIXUtil -f export.jar