Windchill

Windchill Customization & Development Training

We cover almost all topics of Windchill customization in a detailed, practical way.

Training Overview

  • Windchill Installation & Development Setup
  • Business Configuration (Hands-On)
  • Windchill Customization (Hands-On)
  • Resume Building & Mock Interviews
  • Assignment

Key Highlights:

  • Live Training without PPTs
  • 2–3 real use cases per topic
  • Career guidance till you successfully switch jobs

SECTION 1 — BUSINESS CONFIGURATION (Admin Level) - 20 Hours

Topics & Detailed Subtopics

SECTION 1 — WINDCHILL INSTALLATION & CONFIGURATION

1. Windchill Installation

  • Required software (Java, Directory Server, Database)

  • Installing Windchill using PSI

  • Installing Oracle/SQL schemas

  • Post-installation verification

2. Windchill Architecture & Basics

  • Method Server, Background Server

  • Queues, Vaults, LDAP, Database

  • Windchill components & industry job roles

  • Object model and data hierarchy

3. Windchill Out-of-the-Box (OOTB) Objects

  • WTPart, WTDocument, EPMDocument, Change Objects

  • Teams, Containers, Lifecycles

  • Object relationships

  • Revisions vs. iterations

4. Important Windchill Properties

  • wt.properties, db.properties, queue.properties

  • Log4j configuration

  • Custom property files

5. OIR (Object Initialization Rules)

  • Creating and editing OIR XML

  • Numbering & versioning rules

  • Lifecycle assignment rules

  • Sequence patterns

  • Deploying OIR using LoadFromFile

6. ACL (Policy & Adhoc Access Control)

  • Domain structure and policy administration

  • Access control for objects, folders, contexts

  • Ad-hoc ACL and sharing

  • Profiles

7. Lifecycle & Workflow Configuration

  • Creating lifecycle templates

  • Adding/removing states

  • Lifecycle transitions

  • Workflow integration with lifecycle

  • Custom workflow logic

8. Custom Role & State Setup

  • Creating roles in contexts/teams

  • Custom lifecycle states

  • Mapping permissions

  • Role-based workflow setup

9. Types & Attributes Management

  • Creating soft types

  • Global vs local attributes

  • Constraints & UI layout

  • Cascading attributes

  • Attribute binding and validation

10. Report Management

  • Using OOTB report wizard

  • Saving & publishing reports

  • Query Builder with filters

11. Audit Management

  • Object history tracking

  • Monitoring change logs

  • Lifecycle audit trails

12. Change Management Process

  • CR / CN / CA processes

  • Task assignments

  • Custom workflows & change associations

13. Workflow Configuration (Admin Level)

  • Workflow templates

  • Role mapping

  • Workflow robots

14. Windchill Database & Tables

  • Key DB tables: WTPart, WTDocument, EPM, Lifecycle, Workflow, Soft Types

  • Internal data structure and joins

15. Links Between Objects

  • WTPartUsageLink, DescribedBy, ReferenceLink

  • EPM ↔ WTPart associations

16. Log File Analysis

  • MethodServer & BackgroundServer logs

  • Workflow error logs

  • Queue failure analysis

17. OOTB Utilities (Admin Tools)

  • reassignLifeCycle

  • Rehost tools

  • VaultAdmin utilities

18. Export/Import (LoadFromFile)

  • Exporting Types, OIR, Lifecycle, Workflow, Enumerations

  • Bulk migration using XML packs

19. Windchill DB Joins (Advanced)

  • WTPart–SoftType joins

  • WTPart–CAD associations

  • Lifecycle–Workflow joins

  • Optimized, performance-friendly queries

SECTION 2 — WINDCHILL CUSTOMIZATION (Developer Level, 45 Hours)

1. Eclipse Configuration

  • Windchill Eclipse plug-in setup

  • Build scripts & ANT tasks

  • Classpath and environment configuration

2. Custom Actions

  • Creating ActionModels

  • Adding actions to menus and toolbars

  • Java-backed and JSP-backed custom actions

3. RMI Utilities

  • Using Remote Method Server (RMS)

  • Making Client API (Remote) calls

  • Creating custom RMI utility classes

4. Data Utility

  • Custom renderers for attributes

  • Updating attributes during Create/Edit/View

  • Dynamic UI behavior through data utilities

5. Picker Framework

  • Creating custom picker components

  • Table-based selection UI

  • Custom query loading for pickers

6. Filters

  • Custom table filters

  • Client-side rendering filters

  • Conditional display logic

7. Validators

  • Server-side validators

  • Attribute-level validation rules

  • Enforcing business rules at save time

8. Listeners

  • Implementing ServiceEventListener

  • Pre-update & post-persist logic

  • Event-driven customization hooks

9. Wizards

  • Multi-step creation wizards

  • JSP-based UI customization

  • Wizard controller Java classes

10. Table Builders

  • Custom table view creation

  • Defining columns and data models

  • Data loading and query handling

11. Form Processor

  • Handling UI form submissions

  • Server-side data processing

  • Custom logic for create/edit forms

12. Workflow Customization

  • Custom routing logic

  • ExpressionRobot & JavaRobot implementations

  • Automated task execution through code

13. Business Rules Engine (BRE)

  • Defining validation rules

  • Implementing system-level constraints

  • Centralized rule management

14. Integration (ODATA / XML)

  • Using Windchill REST APIs

  • ODATA services for CRUD operations

  • Import/export via XML (BOM, parts, docs)

  • Creating custom integration endpoints

15. Custom Reporting (Java)

  • QuerySpec & PreparedQuery

  • API-based searching

  • Generating result tables programmatically

16. Code Deployment / DevOps

  • Code promotion flow

  • Using GIT for version control

  • JIRA workflow integration

  • Testing lifecycle and QA processes

17. Scrum & Agile Exposure

  • Explanation of Daily standups

  • Detailed discussion on Sprint planning & execution

  • Explanation of User stories & backlog management

18. 25+ Real Use Cases

  • Multiple real customization tasks

  • Hands-on Java/RMI/UI development

  • Industry-driven challenges

SECTION 3 — SYSTEM ADMINISTRATION (20 Hours) -This is separate Dedicated Course focusing on system admin

1. Rehosting

  • Rehosting Local / Dev / QA / Prod

  • MethodServer, Apache, Vault configuration

2. Upgrade

  • Upgrade Windchill 12.1 to 13

  • CPS/patch/hotfix installation

  • Pre/Post upgrade checks

3. URL Change (Rename/Rehost)

  • Updating Windchill URLs

  • Property files updates

  • Vault and service mapping

4. Database Backup (expdp / impdp)

  • Oracle export/import

  • Full, incremental, schema backups

5. SSL Configuration (HTTP → HTTPS)

  • SSL enablement

  • Certificate generation (Self / CA)

  • Apache + mod_ssl setup

  • Forced secure access

 Why Our Training Is Special

  • Support Until You Get a Job – Full guidance, doubt clearing, interview prep

  • Regular Mock Interviews – Technical + HR structure, confidence building

  • Real Use Cases for Resume – 25+ projects to showcase in interviews

  • Proven Success Stories – Verified results on LinkedIn & Google

  • Special Java Program – Java for Windchill customization

  • Expert Trainers – Real project experts, practical teaching

 

Training Delivery: Live sessions, hands-on exercises, real project exposure, and ongoing career support.