Senso tama Windchill Customization Intro and Basic Day 01 res ceeenins Takeaway At the end ofthis session you should be able to Overview of Customization Windchill Development Environment Windchill Design Pater RBInfo : Stale and Team Windchil Utities Acton and Action Models 2 SSUMRDUAS Windchill Client Architecture Overview > The Windchil Client Architecture provides a framework for building Custonizaton Basics pages easily and consistenty by providing a standard set of » contigratonOpons components and services that are configurable and customizable. ¢ nn oreayn‘ne set of components ncuges, outs notimtea to, a tane, a tee, {an information page, @ wizard, and @ dynamic javascript menu. Ata, Pe lover level, these container components use other commen ° Wie! Dcy ‘components, called actions, action models and GUI! components, to splay data inside of tem > Popes nd Posey > The Windchill Cent Architecture is Modet-View-Contoler based. There are two MVC based paths availabe for use, a Java Buller” Ex8me# Oeroen ‘based approach and a JSP based approach > winsentie > Windchill documents are used to contain and manage fles (such as.” S#° ‘Microsoft fice documents}, inks, and extemal content not electronically accessible PSUMRDHAS Windchill Client Architecture Overview Configuration Options > Properties and Preferences : Windchill provides an extensive set of options that contol hhow the system behaves, how the user interacts with the system, or how the system presents itself tothe user, These options are either properties or preferences. > Properties : Properties are created in text fies in the Windchill codebase and contol ‘overall system confguration. For example, the wt home property contains the path to the instalation drei, Properties re sored in les, wih te propertes extension Changing most properties requires a restart ofthe Windchill method server. > Preferences : Preferences are set through the Windchill user interface and do not equ 2 Seer festa. They cont) eppeaton behavior or pac reasons, sore Properties also control application behavior). Preferences can be implemented on different levels of deal. Preferences can be configured to contol the whole Windchil instalation, or can be used more narrowly fo contol an organization's or an application Containers (e.g. Product, Library), or a spectc user's setup.PUMPS Configuration Options » Service Customizations Windchil supported server-side customizations to enable certain business processes or ‘enforce business constrained. Any kind of customization can be performed. The most ‘common lypes of customizations falsnto one ofthe folowing categories: » Proces om data submited through the use nteace > Validate data (9. Do not lw te sero ener 2 Need Date fora Change Request thats more than 30 days ini the futur) > Implement service listners (9. Creal a listener that wats for any daa tobe checked in and populate an MRP sjstom with appropriate data) > GouPut data in an extoral systoms (0. when the user navigates to a pats got the cost of he par rom te ERP sysiem and splay tin the same UI) DIS Customizations Points > Data Model Customizations > Windchil Information Modelers one of the Windchil development components that can be used to customize your Windchill envionment. Information Modeler contains the ‘Windchill modeling fies and source code that you will use to develop your customizations. CCuslom Java Annotations are used to model business objects, Windchil then uses this ‘model to generate code that is used in server and cient development > User Interface Customizations The Windchil Cent Architecture is @ Windchil-ware JSP framework. It provides very hightevel building blocks known 2s common components which make Windehil Ul ‘development a very ecient process done with ease. ‘UMEDAwinacniii Uevelopment environment Directory Structure : The image shows the Windchill Gireclry structure air you isa al avaiable components, ace rtp if Windchill was installed as recommended to folow this Sie One ‘structure, go to the home directory where Windchill is Bon (Uteseator installed and navigate through this structure as it is ae us described here Ss = Some Sar" Bate = So Grass See Gare Sere oe Br Ss SSUMRDHAS Windchill Development Environment > Codebase Directory: In genera, the codebase direcioy Qusrltwhe Grate conlans executable lass fle, property fles, and other ase” Cuma fies tat contain infomaton needed by trerunime Qtr environment for Java and Web processing. The codebase Gem irectory can be expanded to show the following directories ae = ce eo Sor Stone os ss Sram Soe =" oe Sm Se Srrcsees — Grtre ‘SUMEDIAS: Windchill Development Environment Sre Directory : In general, the sre directory contain the source fles| Oe mt needed for appcaton development. The sr directory can be expanded to Sat cane show te following decors. BG cotreston > The wland compte directories contains the source fies forthe packages Clash ‘supplied by Windehil (only a subset of which are shown inthis ilustation). al powcaw > Inthe wt directory and its package subdirectories, you wil se the fllowing kinds of fies Localzable ResourceBundles(ibnf and java) les, wtich contain customizable spay txt for EnumratedTypes and business laments and UI stings. eeoed? giseyProperty Files > Windhil uses standard Java property fies to detemine unime confguration properties. > The codebase directory contains: > wtproperties.: Contains properties used for general Java system configuration and Windeit > service.properties : Contains properties used by the Windchill service delegate mechanism > user properties : Contains usr overdes used by resoure bundle and sal soit generation > db properties : Contains properties used bythe Windcil database connection layer to access the database " as Property and Action Report > Property Report Property report provides the detail of validate attribute lists for customization >» Action Report The Action Report is a search page that returns the details of actions matching the search criteria, ‘The Report can be accessed at: hitp:ocahost Windhillapptptt etmarketsplcaramboatosactonRepoacton fp YHUMEDHASWindchill URL Construction ‘er Rant ssl LR aide eat agente labia nt rat ‘veto hectlbe UL betel eorrglbe Lari ee bee pteoun hierar ant Sak acne kono arpa np —Unt PRL wate oki te lem Undin Be a htbeink ah pee Teta teams wetwtonpttyadorane wine tones ete. teste } Ce ec SY EUMEDHAS Windchill Development Environment > Download Latest Eclipse > Install and Configure Ecipse Sel Java pat for Eclipse Add Java path SWT_INSTALL_PATHJJavalhin to system path eg, cpteWindcil_t0Vavaltin D Install FleSync Help > Insta New Sofware , Enter the following URL. ‘nani gmatome deeciose Window > Preferences, Java > Compiler > Buidng Ure Odsal Sb anes crrgpcs Create lave Project and add Jr's Exercise ~ How fo setup and Compl fist Windhil Hello Word. Windchill Development Environment FileSync Preference For annotation, compile before using the ant- based annotation class that was deployed on Windchill cass path =This configuration wil be effected when you ‘create new modeling wii the annotation, ‘and te system wil automaticaly synchroriz to Windchil. & Itmeans, Ecipse wil aso update registry les (shouldbe kept in mind) © you do notwant to automaticaly update, lease do not se this oto. Create Project Using Command Line \Windehi supeertore command fo making echoes projet automaticaly. 1 Openninacit sat 2, Exebant-fbintaok.xml eines. project 5. Thewaksace prea we ead an*$Mindehil LoadPontecpslest Windhll sé Ec) cigtingel 00ecpsacust insti se 4. Openectpse 5. Ingo cea pce! File > nor...» General > Existing Projets into Workspace? A Seka you wantta see nlp massage on howto use tne carand: 1 Opener st 2. Exsuat-fbintoot xml else project Windchill Design Patterns ‘The Object Reference Design Pato ‘hig at esertaly encapsiaies das concoing Psa oess onde uve Clase quer rye atom asa al an chests 2 deve str Ey Felwence and lc nat peed, Te cbosTs uns aaa Shaear anne nee Lee see a ae tte tn pcs sae hat etree part oy Bay et {Besinplce d sda abet aa aces wen vane eos overeat esau ope aero cane gen fom be ee! tlererce wc aye may ol be carey ad be ote he defer dors tot te oe are Begg ed re je ese va ey emWindchill Design Patterns The Business Service Design Pattern This pattem has the following ‘jor kinds of abstractions Type ‘Cooke Heber Senice SeniceEvent ‘SenvceException SeniceFacory Windchill Design Patterns Te tantrtraton Dain, Pater: Thon peal eis ho Soe at wen cont wh {ho anstar et ono, aor sous rl ost 2 etary md A roe be aan terns Da tase 1 stetginn of a pug trator wit te td Pe. The ats has buses model an cect se hat a ont err he asd Inrace Wen fs azn e buses Se! Sas hgh trans The Bsmese obec st srg od te SS Seabee igi rebar tae Resource Info (.rbInfo) Files> Resource ini flesarean [Enumerate |” alternative to storing localizable | feet df hninenseeeinehicnnes textinListResourceBundie | Ssteiy a ee cucu sninne Sapte Son source cade files. They are | Sah"? eae structured properties files that | sesastaie tanuan © Anepinacannen dancing facilitate easy manipulation bY | Seqss oy ouec) bora ~ sea ee automated tools Sea ene im] Reiman eet > EnumeratedType represents a | See) bmg ee whose possible values are eee type whose possi © tein en tin constrained toa set. setae > see © Stee abo s RyaueeaES Resource Info (.rbInfo) Files Resource info fle are an vate alternative to string localzable Thee a ii pe text in ListResourceBundle ey source code fils. They are Tei structured properties fles that commer facilitate easy manipulation by recreate automated tools oe secs > ox > EnumeratedType represents a | Sane Se ct soon type whose possible values are | Zusote et x constrained fo set > nave Spt pain ttt > Exercise: Crete anew state Seen Training > eseeme > Sti re ha asses Senn Eres Windchill Utilities > The xconfmanager is a command line utlty that you can run to add, remove, or ‘modify properties in Windchill property fies that are used for your defining your system. >» The xconfmanager utlity saves your changes inthe site.xconf fle and provides an ‘option to generate undated property fles using the updates inthe site.xonf fle, The site-xconf fle contains the changes made to Windchill property fies starting with the installation and continuing with each use ofthe xoonfmanager utity. > Before executing the xconfmanager command, set up your environment by using the windchill shell.> Exercise : Create @ new entry in WT property .ext.raining welcome=Hello Action and Action Models The actos tamonot prises 2 way deacons andacton nado win he system. sania, cae he ‘SlandardNmAcbonServicerisragus he sof atone and een moseain he s}Sam ets a acton mal ae dele vw Hes rare asxeraeton xa axaconmadl. am Thre ‘ne Stout sons and sso eh esters wah he sem However emerson may ‘Su fave tonne se we wich also managed he acon sence For customization ppote, 3 cator-acon ln custractonnodes dele ih oped and te found igor eaves te Waal estten Seb, ‘Atte he toe ets alan stannoses nl es aro lasted nfeosecmiactos. ‘ha delgt actos. and aetormods ls coin commonly sed actos, su 3s oy, ad conmely ecschonnedas sch ae wae Sure > dates actors al nt actonmoses wn es cor ates anéacion motels eed he ton ates (ag: Changelteragoneraciors, nv arars ace ante ohn ranagener Paragon ins (friars alos rated pat raragener) > in goreral a deter ou woul pathaveto drcly mak cal othe ladernAonSarice. Those cas re Gore wath coronas al super say of corse acon neds, lo ears, Woes, emai panes. EUMDS Define a New Action > Actions in the system are uniquely identified by the name of the action and the ‘object type. They should be defined in an xm ile that follows the structure based on the codebaselconfiglactions‘acions.ctd, > Here is an example ofan action definition forthe New Document wizard, -iesnpenane une cosar ceUTDosre esweeBunebn ener doccoemeneD ee ‘enna venrmeHEATE SOC “Sern surement centre neo a neuro roei'> ‘SYPSUMEDHASDefine a New Action Objecttype tag The abet nani away zeal anane spo a el a8 packaging for actos tad a saco eter teorl sen, neato expe, fe vane Soot cess unqurane sate shatopy owt: WTDecen convene the ame ofa bey an be any combina of lunar characte. eyes ara asa pastas joao nhs re pons reat hens hat apy ony {Senin Sen ancy. ant pune eyo ye ereconeend tah ‘Sletypstves rel spout compar peer colers wih ea pes tered we Parameters Name The nama used to eernco hie bec yp0 Class Object cass forineenclsed acions| > repoureeBundle Claes name forthe deft recource bundle fuse fore propeies the can tare Tobe ocaizes SPRUNS Define a New Action Aton > Ra acerca ete eerste eae > eae rmeeeeerenrerentamam nanan, © Aamsenssasentot tae > Locsin ‘tora seateot en re cba aera eames tat yt ae New Action — Navigation Menu Register New XML Fles \Wecan day chane te egal XM, ut is athe es way because canbe changed when updating or deplangptches Wee 30, we yt se exer es. ° OTB ar xan rod cion-aceled s aston anna ML noise net ‘Add following sentence nT. HOMEicodebaselonfigactionsiuston-atons.xml‘Add the following sentence in WT. HOME Wicodebase\configlactonsicuston-actionModels xml Create a New Action (Create registered action fle on the corect directory. Action and ActontModel files are in cferent format, o you have to wath out while making & new fle ‘Greate and mesiy 4WT_HOMEY\codebase\configlactonstrantrainactions aml > For Action fle, you must add DTD configuration ine such as line-2. > Acton-ype fie whose name is “navigation” is already assigned by Windchl, so we wil just reuse ‘the objettype action, > Ifyou want toad top menu (button, itis enough. PUMEDHAS Create new Action Model Create registered action file on correct directory. Action and ActionNodel fles are indifferent format, so you have to watch out while creating new fle. Create and mosity %4NT_ HOME'codebaselconfilactionstainitrai-actionmodels.xml SY PSUMEDHASAdd Resource Bundle ‘The resource bundles of menu which is displayed on the Ul are managed the other way comparing it wth original OOTB resource bundle architecture. The source fe is managed on “$WT_HOMEicodebaselacton_{Loode code properties Alloflocae character must be changed UTF-8 format except on English Also you must update default property fe, (action properties) pine WHT HOMESendsaslcton LOCALE ropes nd action ropris [Eirini nm ee > yoyant naa yurconigstenvttn retard, she loving Wel commen: ‘wnhlcon pte emarets ame NnActoeSaneehber Sub-Navigation Menu Designing sub-menu using actions on WT_HOME*S\codebaselconfiglactionslcsclcsc-actionModels.xm ‘Sub-model name is created by a rule which combines name and type values ofthe ‘main navigation's action ceotet namee"tenin navigation” datas Actanamee"tabtastnplas” dateuetiontypen*teaLn?> “action nam="tesncampas” typas"tasa” /> ‘Action is generated to find action from action.xml. Type is objectiype name, and ‘name is an element name of objecttype ” Sains Sub-Navigation Menu ‘ding designed acton fr sub~menus on RWT_HOME'%\codebase\configiactions\train\train-actions. xm!» WC10 was added a MVC architecture, so inthe acton, you can call MVC builder using tag instead af tag. (MVC wil be explained inthe next phase.) Sub-Navigation Menu Mody acon properties fr Display ‘PEUMEDIAS Set isla texto acon properties. you don set bis property, the menu int show txt descripion such s the navigation icon, Tha resoure fies ranogdon SU HOWElcodehasfcton Loe cote ropes Aloe charts xcept Engst rst be change 0 UTF-8omat ‘As you must update faut propery fis (acon proper) Modify to %WT_HOME®%\codebaselaction LOCALE properties Tab Models ‘The tbs rendered in navigator are nothing but actions inaction lists just ike any other actions in the system. Adding tabs and {abs under them is very much lke adding any other action into the system, but there are some additonal special considerations > The abs inthe red cicle are the navigator tabs, the tbs inthe bive circle are the fist level navigation tabs, and the items inthe (green crce are the second level ‘avigaton. The folowing sections will detal how to add tabs af different levels. EUMEDIAS EVALPeUMEDHAS Tab Models ‘oc rags tb compete flog ss: SYSUMEDHAS Create Resource Bundle for Tab te eregoue ure ing anata. yu want use oer anguge, you ave tree ret lana ssi > The constant vali mustincude tb motel ae. Fr exam, bjctraningNavigatorTab navigation desertion” > Resource Bure mist be created ig Wiha. Resource Bundle mtb exes am WTLisResoueBunde El Sy PSUMEDHASAction Report Action reports provide deta on the actions used inthe Windchill Ul launch wizards and ‘execute operatons. Such deals incude the acon abe, acton name, the ava class used to vabdate whether the acbons availble to the user, the lin which the acon fs defined, and many others. ‘tion reports also enable you to modty the abel an td tip of an action, ‘Action rpats can be accessed by browsing io Customisation» Toos>Acion and entering suitable ‘search cteria to locate the action of intrest, navigating via the information con fran acon will provide adciional detail for the ection eg abe, where used, defniton flee "Not that this screen can be used to update the Label and Tool Tp atbutes ofthe acton Action pars can be accessed by browsing to Customisation>Tools>Action and entering suitable earch ceria to locate the acon of intrest —— Action Report Action ReportReward YourCuriesty fvees = ee a= =z clots ah nt yes wa ‘a pines /SUME!