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Windchill Customization Basics............................................................................17
Customization Overview......................................................................................19
Configuration Options...................................................................................20
Customizations ............................................................................................23
Windchill Customization Points......................................................................26
The Windchill Development Environment..............................................................29
Directory Structure .......................................................................................30
Environment Variables..................................................................................36
Property Files ..............................................................................................37
Properties and Property Files ........................................................................41
Getting Started With Windchill Customization........................................................45
Example Overview .......................................................................................46
Windchill Development Environment..............................................................47
Customization Setup ....................................................................................48
Creating the Class........................................................................................49
Creating a UI ...............................................................................................58
Customizations — Next Steps ..................................................................... 102
Modeling Business Objects................................................................................ 103
Windchill Modeling Heuristics...................................................................... 104
Windchill Foundation Abstractions ............................................................... 107
Managing Customizations ................................................................................. 112
Setting Up a Directory Structure for Managing Customized Files and Text
Tailoring ................................................................................................. 113
Best Practices for Customizing Files Supplied by PTC................................... 121
Best Practices for Adding New Packages and Files....................................... 141
Modeled To Subtype Conversion ................................................................. 145
Monitoring a Customized Windchill Environment........................................... 171
Customization with Windchill Queues........................................................... 172
Windchill Utilities............................................................................................... 173
Using the xconfmanager Utility .................................................................... 174
Formatting Property Value Guidelines .......................................................... 186
Windchill Command ................................................................................... 187
Windchill Shell ........................................................................................... 190
Customization Tutorial....................................................................................... 191
Tutorial Overview ....................................................................................... 192
Create Administrator and User .................................................................... 194
Create a Library and Document ................................................................... 204
3
Allocate Database Columns for Standard Attributes ...................................... 210
Create a New Attribute Definition and Add it to the Document Type ................ 212
As the End User, Create a Document with the new Attribute........................... 218
Create a Document Subtype ....................................................................... 221
Create an Instance of the New Document Subtype........................................ 225
Model a New Document Subclass ............................................................... 226
Create an Instance of the New Document Subclass ...................................... 232
Verify the Customizations............................................................................ 234
Summary................................................................................................... 235
User Interface Customization............................................................................. 237
User Interface Technology Overview .................................................................. 239
Windchill Client Architecture Overview ......................................................... 240
Windchill Client Architecture Common Objects Overview............................... 253
Javascript Functions Overview .................................................................... 256
Adding Custom Code to all Windchill Client Architecture Pages...................... 262
MVC Components ............................................................................................ 265
MVC Components Overview ....................................................................... 266
MVC Tables ............................................................................................... 294
Customizing HTML Clients Using the Windchill JSP Framework ........................... 295
Customizing Generic Aspects of JSP Pages................................................. 296
Bread Crumbs Component.......................................................................... 307
Client Tabs ................................................................................................ 318
Checkin/Checkout...................................................................................... 332
Component Access Control......................................................................... 337
Attachments .............................................................................................. 343
Attribute Panels ......................................................................................... 354
Customizing Access Control For Packages .................................................. 406
Customization Tools Overview..................................................................... 410
Adding Validation Logic for Actions and Properties........................................ 449
Split Pane / Two Pane ................................................................................ 468
Defining Layouts in a Type Load File............................................................ 479
Generic UI Customizations ................................................................................ 483
Customizing Role-Based UI Functions - Attribute Visibility ............................. 484
Customizing Role-Based UI Functions — Action Visibility .............................. 496
Preference Framework ............................................................................... 497
Constructing URLs ..................................................................................... 503
Offline Package Customization.................................................................... 504
System Banner Alert Message .................................................................... 508
Adding a Status Glyph ................................................................................ 509
Relationship Explorer ................................................................................. 512
Adding Actions and Hooking Them Up in the UI................................................... 513
Windchill Client Architecture Action Framework Overview.............................. 514
Tab Models................................................................................................ 550
Customizing Role-based Visibility ................................................................ 560
User Interface Stickiness ............................................................................ 572
4
PTC Windchill
®
Customization Guide
Defining Menus.......................................................................................... 573
Gathering the Data for the UI ............................................................................. 589
Acquiring Data via Info*Engine .................................................................... 590
NmObject Utilities....................................................................................... 596
File Download............................................................................................ 602
Presenting Information in the UI ......................................................................... 609
Global Attributes and SCAs......................................................................... 610
Constructing and Rendering a Table Using the JSP Framework ..................... 615
Windchill Client Architecture Tree ................................................................ 650
Attribute Customization............................................................................... 666
Adding Custom Modeled Attributes to all Table Views.................................... 743
Attribute Tables .......................................................................................... 744
Icon Delegates........................................................................................... 749
UI Validation .............................................................................................. 756
Customizing the Find Number Field ............................................................. 809
Inline Messaging ........................................................................................ 815
Constructing Wizards ........................................................................................ 819
Windchill Client Architecture Wizard............................................................. 820
Wizard Processing ..................................................................................... 848
Building Wizards to Create a Single Object................................................... 874
Building Wizards to Edit a Single Object....................................................... 896
Customizing Reusable Wizard Steps ........................................................... 910
Handling External Requests Using an MVC Controller................................... 940
Client Generated Form Data........................................................................ 945
Information Pages............................................................................................. 953
Customizing Information Page Components ................................................. 954
Incorporating Pickers in JSP Clients ................................................................... 986
Configuring Pickers .................................................................................... 987
Configuring a Context Picker ....................................................................... 996
Configuring an Item Picker ........................................................................ 1006
Configuring an Organization Picker............................................................ 1015
Configuring a Type Picker ......................................................................... 1024
Configuring a User Picker ......................................................................... 1040
Configuring a Participant Picker................................................................. 1047
Configurable Links .......................................................................................... 1061
Configurable Link Tables........................................................................... 1062
Configurable Revision Links...................................................................... 1071
Customizing Online Help ................................................................................. 1075
Customizing Windchill Help Center Content................................................ 1077
Adding Topics to the Help Center TOC ....................................................... 1078
Linking to Help Topics............................................................................... 1084
Uninstalling the Windchill LearningConnector ............................................. 1086
Windchill Search............................................................................................. 1088
Developing a Custom Search Application................................................... 1089
Contents 5
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