Creo3F000 Install
Creo3F000 Install
Creo3F000 Install
0 Installation
and Administration Guide
PTC Creo Parametric
PTC Creo Direct
PTC Creo Layout
PTC Creo Simulate
PTC Creo Options Modeler
Datecode F000
Copyright 2014 PTC Inc. and/or Its Subsidiary Companies. All Rights Reserved.
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applicable software is licensed. Any copy made shall include the PTC copyright notice and any other
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and should not be construed as a warranty or commitment by PTC. PTC assumes no responsibility or liability
for any errors or inaccuracies that may appear in this document.
The software described in this document is provided under written license agreement, contains valuable trade
secrets and proprietary information, and is protected by the copyright laws of the United States and other
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I m p o r t a n t C o p y r i g h t , Tr a d e m a r k , P a t e n t , a n d L i c e n s i n g I n f o r m a t i o n : See the About Box, or copyright
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U N I T E D S TAT E S G O V E R N M E N T R E S T R I C T E D R I G H T S L E G E N D
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as applicable. 01012014
PTC Inc., 140 Kendrick Street, Needham, MA 02494 USA
Contents
Contents
Workflow for Generating Licenses for the PTC Creo Applications ......................... 180
Workflow for Installing the PTC Creo Applications ............................................... 181
Workflow for Reconfiguring the PTC Creo Applications........................................ 182
Glossary................................................................................................................. 183
Index...................................................................................................................... 191
The PTC Creo design software package encompasses the CAD, CAM, CAE,
CAID, and Visualization applications of PTC. It provides flexibility to add new
interoperable capabilities such as 2D modeling, direct modeling, and BOM-driven
assemblies to your software tools. This guide describes how to generate and
configure licenses, and how to install and maintain the PTC Creo applications
PTC Creo Parametric, PTC Creo Direct, PTC Creo Layout, PTC Creo Simulate,
and PTC Creo Options Modelerusing PTC Installation Assistant. The
installation instructions are also common for PTC Creo Distributed Services
Manager.
System administrators who are installing the PTC Creo applications for the first
time must be experienced in application installations and must have a good
understanding of operating systems.
Role
All users
Information
Describes the materials in your
software shipment. Also
provides an overview of PTC
Installation Assistant.
Describes a quick-start
approach for users who have
Chapter
on page 19
Role
Configuring Licenses
for the PTC Creo
Applications on page
23
Installing the PTC Creo
Applications on page
33
Customizing the
Installation of the PTC
Creo Applications on
page 41
Completing the
Installation and Starting
the PTC Creo
Applications on page
49
Installing and Using
PTC Creo Help on page
61
All users
Information
previously installed license
management and product
software.
Describes how to generate or
update licenses and install PTC
License Server.
All users
Advanced users
All users
Related Documentation
The following documents on the Reference Documents page may be helpful as
you use this guide:
Installing and Configuring the Standalone PTC License Server that discusses
the installation of the lmadmin-based PTC License Server
Te c h n i c a l S u p p o r t
Contact PTC Technical Support via the PTC Web site, phone, fax, or e-mail if you
encounter problems using your software. You can log a new case or track an
existing case or SPR (Software Performance Report) using the PTC Web page at
https://www.ptc.com/appserver/cs/portal. To log a new case, see the eSupport
Tools on the left.
You must have a Service Contract Number (SCN) before you can receive
technical support. You can find this number on your Shipment confirmation e-mail
from PTC or by contacting Customer Care. See the Contact table in the Customer
Support Guide.
A Help Center with context-sensitive Help, search facility, and quick links to
helpful information.
PTC Creo 3.0 Installation and Administration Guide and other books as PDF
files. To view and print the books, you must have the Adobe Acrobat Reader
installed.
After you install the Help component, press F1 on a user interface item to get
context-sensitive Help. To access the Help Center, click
To access all PTC Documentation from PTC.com, you must have a valid user
account. Go to the New Account page to request a user account or call the
Customer Support.
Feedback to Documentation
PTC welcomes your suggestions and comments on its documentationsend
feedback to the following address:
mcad-documentation@ptc.com
Please include the name of the application and its release with your comments.
For online books, provide the book title.
Additionally, you can report any documentation issues using the online Case
Logger tool. On the second C a s e L o g g e r page, select a product, release, datecode,
and then select H e l p C e n t e r / D o c u m e n t a t i o n from the Te c h n i c a l A r e a list. Upon
submission of all information, a case number is returned immediately.
Documentation Conventions
PTC documentation uses the following conventions:
Convention
Bold
Courier
Courier with lessthan and greaterthan
symbols (< >)
10
Item
Menu paths, dialog box options,
buttons, and other selectable
elements from the user interface
User input, system messages,
directories, and file names
Variables for which an
appropriate value is substituted
Example
Click F i l e N e w .
Click O K .
Processing
completed.
output=
<LOADPOINT>
1
P r e p a r i n g t o I n s t a l l Yo u r P T C
Software
What You Receive .....................................................................................................12
Generating Licenses..................................................................................................12
Before You Begin ......................................................................................................13
Opening a PTC Online Account ..................................................................................13
About PTC Installation Assistant.................................................................................14
Working with PTC Installation Assistant ......................................................................16
PTC Software License Agreement ..............................................................................17
Authenticating Your User Access ................................................................................18
This chapter describes the materials in your software shipment. It also provides an
overview of how you can use PTC Installation Assistant for obtaining licenses and
installing your software.
11
W h a t Yo u R e c e i v e
PTC sends the following materials related to your software order:
Software and Help DVDsYour order contains one or more DVDs for each
product purchased. It also contains the Help DVD for the PTC Creo
applications: PTC Creo Parametric, PTC Creo Direct, PTC Creo Layout, PTC
Creo Simulate, and PTC Creo Options Modeler in all the supported languages.
Generating Licenses
Both new and existing customers can generate licenses in one of two ways.
Using PTC License Management Web toolsRequest your License Pack via
e-mail.
Use PTC Installation Assistant to generate the license and install PTC License
Server.
Contact PTC License Management directly for licenses.
Click the C o n f i g u r e N e w S o f t w a r e link under L i c e n s e M a n a g e m e n t on the PTC
Creo eSupport Center page and follow the instructions.
Maintenance Shipments
If you are updating your PTC software, you can use PTC Installation Assistant to
generate a license file. The license generation process is based on the product code
for your Maintenance Release shipment. Alternatively, you can request electronic
copies of your License Packs by either contacting PTC License Management
directly or using the PTC Creo eSupport Center page and clicking R e t r i e v e
E x i s t i n g L i c e n s e P a c k s under L i c e n s e M a n a g e m e n t and following the instructions.
A License Pack for a Maintenance Release shipment contains all the qualifying
licenses for the specified site.
12
Note
The contents of the License Pack reflect your order. If your configurations
have changed since a maintenance release, contact PTC License Management
for a new License Pack.
B e f o r e Yo u B e g i n
Before you install your PTC Creo software, make sure that the following
prerequisites are met:
You have received the Software Confirmation Order e-mail with the product
code or the Sales Order Number for your shipment. Alternatively, you must
have received your License Pack via e-mail from PTC License Management.
You have received the product DVD in your software shipment. If not, follow
the link on your Software Confirmation Order e-mail to download the
installation package to a folder on the local or the network computer.
You have checked the Hardware Notes for platform support, system
requirements, and supported graphics card details at http://www.ptc.com/
WCMS/files/160242/en/PTC_Creo_Future_Platform_Support_Summary.pdf.
If you are an existing user, you must have verified whether a FlexNet
Publisher license server is available for updating with new license codes.
You have read the READ THIS FIRST document for installation prerequisites.
13
R e s e t t i n g Yo u r P a s s w o r d
If at any time you do not remember your PTC.com password, follow these
instructions:
1. Open the Reset Your Password page.
2. Type your user name.
3. Click C o n t i n u e . A URL to reset your password is sent to your e-mail address.
View a list of the available applications based on the entitlements listed in the
license file
See Workflow for Installation and Configuration on page 179 for flowcharts on
the installation and reconfiguration tasks.
14
The permission group or the access token associated with the logged-in user
account
The User Account Control (UAC) settings for that account
UAC Status
Enabled
Ty p e o f P r o m p t R e s u l t
Prompt for consent You can start the
Assistant after you
provide your
consent.
No prompt
You can start the
Assistant with a
full administrative
access token.
Administrator
Disabled
Standard User
Enabled
Prompt for
credentials
Standard User
Disabled
Not applicable
Start Windows Explorer, browse to the DVD drive, and double-click the
setup.exe icon.
15
Wo r k i n g w i t h P T C I n s t a l l a t i o n A s si s t a n t
In addition to generating and updating licenses, you can install some of the PTC
Creo applications using PTC Installation Assistant. When you start the Assistant,
the Welcome screen appears as shown below:
On this screen select a task based on your installation requirements and click N e x t
to proceed.
Setup license
As you perform the various tasks, the processes involved are highlighted on the
left pane. Take one of the following actions to end the installation process:
Click I n s t a l l and then click F i n i s h to complete the installation and close the
Assistant.
Click [X] at the top-right corner of the Assistant to stop the installation and
exit the Assistant at any stage during the installation.
16
4. Click the check box at the bottom of the screen to confirm that you are
installing and using the software in compliance with the export agreement.
5. Click
17
A u t h e n t i c a t i n g Yo u r U s e r A c c e s s
If you are accessing PTC Installation Assistant from the Web, the following login
screen may appear at any stage after you accept the software license agreement.
This happens in case your user access has not already been authenticated:
18
2
Quick-Start Installation for
Experienced Users
Updating PTC License Server ....................................................................................20
Installing PTC Creo Applications.................................................................................20
Where Your Software Is Installed ................................................................................21
This chapter provides a quick-start approach for experienced users who have
previously installed license management and product software on license server,
license client, and node-locked machines. For step-by-step installation instructions
on using PTC Installation Assistant, read the subsequent chapters in this guide.
New users can refer to the section Installing the Creo Applications: Simple
Installation Process on page 34.
19
20
W h e r e Yo u r S o f t w a r e I s I n s t a l l e d
PTC Installation Assistant defines and installs software into a default installation
directory that you can modify for your environment during installation. The
default path is as follows:
C:\Program Files\PTC\Creo 3.0\<datecode>\<app_name>
PTC License Server, the PTC Creo applications, and any related components are
installed into separate subdirectories within the PTC directory.
Note
All the 32-bit applications are installed at C:\Program Files (X86) even
if you have specified your installation path as C:\Program Files.
21
3
Configuring Licenses for the PTC
Creo Applications
Using PTC Installation Assistant for Licensing .............................................................24
Using the License Server Manager .............................................................................24
Verifying System Requirements..................................................................................25
Before You Proceed...................................................................................................25
Generating or Updating Licenses................................................................................26
This chapter explains how to generate or update licenses using PTC Installation
Assistant. It also provides instructions to install PTC License Server, a third-party
license management software for your PTC Creo applications. You must install
PTC License Server before installing your PTC Creo applications unless you have
purchased uncounted node-locked licenses. Refer to your sales documents for
your license type. For the license server version requirements appropriate for your
installation, see the READ THIS FIRST.
PTC uses FlexNet Publisher from Flexera Software, Inc. as its license server. See
License Management Software on page 73 for an overview and benefits of the
license management software. The FlexNet Publisher License Administration
Guide may be helpful as you install PTC License Server.
23
Starts and maintains vendor daemons for serving license rights from different
software.
There are two versions of the license server manager for license administration:
PTC currently ships with its products a license server manager based on
lmadmin with the ptc_d vendor daemon at version 11.11.1. It is a replacement
to the lmgrdbased license server manager shipped with the earlier releases of
PTC products. If you are using an lmgrdbased license server manager with
ptc_d vendor daemon of version 10.8.x, it is recommended that you migrate to
lmadmin although it is not necessary.
Note
On a 64bit Windows operating system, if you are installing FlexNet
Publisher with a lmadmin-based license server manager, a 32bit version of
the FlexNet Publisher is installed in the C:\Program Files folder.
24
Ve r i f y i n g S y s t e m R e q u i r e m e n t s
Installation requirements for the PTC Creo applications in this guide follow:
Note
For information on platform support for the PTC Creo applications, see http://
www.ptc.com/WCMS/files/160242/en/PTC_Creo_Future_Platform_Support_
Summary.pdf.
B e f o r e Yo u P r o c e e d
Gather all the necessary information that follows about the installation:
Make note of your product code that arrives via e-mail. If you have received a
license file via e-mail, store it at a secure location on your disk.
If you have already installed PTC License Server based on lmgrd and choose
not to migrate to lmadmin, you must still update the license server with
license codes compatible with PTC Creo 3.0.
If you have already installed PTC License Server based on lmgrd and choose
to migrate to lmadmin, complete these steps before the migration:
25
26
Note
If you click S k i p L i c e n s i n g , the C o m m a n d C o n f i g u r a t i o n tabbed page on
the A p p l i c a t i o n C u s t o m S e t t i n g dialog box is not available during
customizing the PTC Creo application. You can add, edit, or delete a
license configuration using the C o m m a n d C o n f i g u r a t i o n tabbed page on the
A p p l i c a t i o n C u s t o m S e t t i n g dialog box.
27
For floating licenses, all the available licenses are added to the license file
and the PTC FlexNet Publisher license server is installed.
The complete path of the license file or the port@hostname value of the
license server appears in the S o u r c e column of the L i c e n s e S u m m a r y area.
This area displays all the license files or servers available for use on your
computer.
3. To complete the license setup, click one of the following buttons depending on
the options you have selected on the Welcome screen:
2. Type your Sales Order Number or your product code in the corresponding text
box.
28
The sales order number or the product code from the previous step appears in
the dialog box. The M a c h i n e I D , P o r t , and the H o s t columns for the local
computer is shown.
a. To change the default port for a single license, edit the number in the P o r t
text box and click I n s t a l l L i c e n s i n g . Then skip to the last step in this
section.
b. For triad server installations, follow these steps:
i. Click
ii. Provide the host ID, port number, and the host name for the other two
servers.
iii. Click I n s t a l l L i c e n s i n g . An authentication dialog box to connect to
PTC.com may open if your user access has not already been validated.
If so, provide your credentials and click L o g I n .
The license server is installed and appears in the L i c e n s e S u m m a r y area of
the L i c e n s e I d e n t i f i c a t i o n screen.
4. To complete the license setup, click one of the following buttons depending on
the options you have selected on the Welcome screen:
29
1. Copy the PTC Creo product installation DVD or the product installation
package that you downloaded from the web, to a temporary location (<temp_
folder>) on your disk.
2. Edit the <temp_folder>/pim/xml/flexadmin.xml file and modify
the INSTALLBASE name attribute of the PROPERTY node to specify the
custom installation location for the license server as shown:
<PROPERTY name="[INSTALLBASE]">[PROGRAMFILES]\PTC</PROPERTY>
Modify to:
<PROPERTY name="[INSTALLBASE]">D:\NEWFLEXDIR</PROPERTY>
Note
PTC recommends that you do not edit the flexadmin.xml file unless there
is a specific need to do so.
You can edit only those nodes that are documented in this section.
30
Note
Node-locked licenses that you specify using the L i c e n s e S u m m a r y area are
not remembered in the subsequent sessions unless you add them
specifically to the PTC_D_LICENSE_FILE variable.
3. Click the
or the
buttons in the L i c e n s e S u m m a r y area to add or remove
license sources from the current session.
Note
Removing license sources does not delete or uninstall license files or the
license server.
4. To complete the license setup, click one of the following buttons depending on
the options you have selected on the Welcome screen:
31
4
Installing PTC Creo Applications,
PTC Mathcad, and other Utilities
Installation Prerequisites ............................................................................................34
File Format Compatibility ...........................................................................................34
Installing the PTC Creo Applications: Simple Installation Process .................................34
Using PTC Quality Agent with the PTC Creo Applications.............................................38
This chapter provides information on how to install the following PTC products:
PTC Mathcad
Utilities
33
Installation Prerequisites
See Before You Begin on page 13 to check if all the installation prerequisites are
met. Install the PTC Creo applications and PTC Creo Distributed Services
Manager after you have obtained a license and installed PTC License Server. See
the chapter Configuring Licenses for the PTC Creo Applications on page 23 for
details on how to obtain licenses for your software. You can install your product
software on a license server, a license client, a node-locked machine, or on any
combination of these machines.
Note
Usage of uncounted, node-locked licenses does not require PTC License
Server.
34
35
6. If you have not already obtained your licenses or installed PTC License
Server, follow the instructions in the chapter Configuring Licenses for the
PTC Creo Applications on page 23.
If you have configured your licenses, confirm that your desired license source
appears in the L i c e n s e S u m m a r y area, or add it using one of the following
methods:
Drag and drop a valid license file into the S o u r c e column for a nodelocked license.
After you provide the correct license information, the availability of the
license appears in the S t a t u s column.
7. Click N e x t . The A p p l i c a t i o n S e l e c t i o n screen appears.
36
PTC Creo:
PTC Creo Direct
PTC Creo Distributed Services Manager
PTC Creo Layout
PTC Creo Options Modeler
PTC Creo Parametric
PTC Creo Simulate
PTC Mathcad:
PTC Mathcad Viewable Support Enables PTC Mathcad Prime when
integrated with Windchill to generate PDF rendering of the worksheet.
This component is required when using Windchill integration.
PTC Mathcad Prime.
For information on installation of standalone PTC Mathcad Prime, refer to the
PTC Mathcad Prime 3.0 Installation and Administration Guide here.
Note
To enable the integration of PTC Mathcad Prime with any of the PTC Creo
applications, ensure that you have installed both, the PTC Mathcad Prime
and the corresponding PTC Creo application.
Utilities:
Microsoft .NET Framework 4 Setup
PTC Creo Platform Agent
PTC Creo Thumbnail Viewer
PTC Creo View Express
PTC MKS Platform Components 9.x
PTC Quality Agent
Note
Required utilities for applications that you select to install, are
automatically marked for installation. You can deselect the PTC Creo
Thumbnail Viewer, and PTC Creo View Express for installation. The PTC
MKS Platform Components 9.x is not selected by default.
37
Before selecting applications from the list, check if you are installing the correct
version of the software and whether the disk space requirements are met.
Perform one of the following steps:
Note
Some of the applications on the A p p l i c a t i o n S e l e c t i o n screen cannot be
customized. For such applications, the C u s t o m i z e button is not available.
38
PTC Quality Agent helps you to gather and send reports to PTC on the
performance and usage of the PTC Creo applications. Before clicking the check
box, read the instructions in the data collection document whose link is provided
at the bottom of the screen. See Installing PTC Quality Agent on page 137for
more information on the uses of PTC Quality Agent.
39
5
Customizing the Installation of the
PTC Creo Applications
Customizing an Installation ........................................................................................42
Defining the Installation Components ..........................................................................43
Modifying License Configurations ...............................................................................45
Configuring Windows Shortcuts..................................................................................47
Setting Licenses for PTC Creo Simulate......................................................................47
41
Customizing an Installation
You can customize the installation of a PTC Creo application using the following
procedure:
1. Perform steps 1 through 8 as described in the section Installing the PTC Creo
Applications: Simple Installation Process on page 34.
2. Select the applications on the A p p l i c a t i o n S e l e c t i o n screen and click
C u s t o m i z e . The A p p l i c a t i o n C u s t o m S e t t i n g dialog box opens. The selected
applications for customization appear on the left pane. The customization
tabbed pages appear on the right pane as shown in the following figure.
3. Click an application on the left pane and then click a tabbed page on the right
pane to proceed.
4. After selecting the options on all the tabbed pages, perform one of the
following actions:
42
Click C a n c e l .
5. Complete the installation of the PTC Creo application. See Completing the
Installation and Starting the PTC Creo Applications on page 49 for details.
Options
A P I To o l k i t s
Interfaces
Application
All the PTC Creo
applications and PTC
Creo Distributed
Services Manager
Description
Installs the PTC Creo
application and its
components. By default, the
components are installed at
<creo_loadpoint>\
<datecode>\
<app_name> and the startup
scripts are installed at
<creo_loadpoint>\
<datecode>\<app_
name>\bin.
PTC Creo Parametric Installs additional
components such as PTC
Creo ModelCHECK, JRE,
Mold Component Catalog,
NC-GPOST, VERICUT, and
PTC Creo Parametric
Distributed Computing
Extension with PTC Creo
Parametric.
PTC Creo applications Installs the files necessary to
and PTC Creo
run the Application Program
Distributed Services
Interface toolkits.
Manager
PTC Creo
Installs the external
interfaces.
43
Component
Application
Description
Note
To install P T C C r e o
Parametric Interface for
C A D D S 5 , you must also
select M K S P l a t f o r m
C o m p o n e n t s 9 . x for
installation on the
Application Selection
Platforms
Languages
Ve r i f i c a t i o n M o d e l s
44
Component
PTC Creo Parametric
Distributed Computing
Extension
Direct Modeling
Converter
Application
PTC Creo Simulate
Description
Installs this component to run
distributed computing tasks
that include import/export,
printing operations, and
studies in case of PTC Creo
Simulate.
Installs files that are required
to convert and open PTC Creo
Elements/Direct files.
45
46
47
Using this tabbed page you can configure licenses for PTC Creo Simulate. A list
of license types against the selected licenses appears on this tabbed page. Type a
value in the S e l e c t e d L i c e n s e ( s ) text box to change the license for the selected
license type.
48
6
Completing the Installation and
Starting the PTC Creo
Applications
Completing the Installation .........................................................................................50
Installing and Uninstalling the PTC Creo Applications in Silent Mode .............................51
Starting the PTC Creo Applications.............................................................................51
Configuring the PTC Creo Application Startup .............................................................51
Directory Permissions to Start PTC Creo Applications ..................................................54
Installing PTC Creo Platform Agent.............................................................................54
Configuring a PTC Creo Parametric Installation ...........................................................54
Uninstalling the PTC Creo Applications .......................................................................59
49
Note
Utilities that are required for applications that you select on the A p p l i c a t i o n
S e l e c t i o n screen, get installed prior to the installation of the selected
applications.
On this screen you can also perform the following operations using buttons to
the right of the progress bars and below them:
50
Click
to stop an installation.
Click
to restart an installation.
Click F i n i s h after the applications are installed to close the Assistant. You
can also click [X] at the top-right corner of the Assistant to exit the
installer.
51
Note
Modify only the last text line of this sample configuration file.
// PTC - PSF file: parametric
//
ENV=PATH+=<creo_loadpoint>%PRO_MACHINE_TYPE%\deflib
ENV=PATH+=<creo_loadpoint>%PRO_MACHINE_TYPE%\lib
ENV=PRO_COMM_MSG_EXE=<creo_loadpoint>%PRO_MACHINE_TYPE%\
OBJ\pro_comm_msg.exe
ENV=CDRS_DATA=<creo_loadpoint>
ENV=PRO_IMAGE_CONVERTER=<creo_loadpoint>%PRO_MACHINE_TYPE%\obj\convert_image.exe
ENV=SPG_DIRECTORY=<creo_loadpoint>
ENV=PROTABLE_DIRECTORY=<creo_loadpoint>\protable
ENV=PROTAB=<creo_loadpoint>%PRO_MACHINE_TYPE%\OBJ\protab.exe
ENV=CLHOME=<creo_loadpoint>\text\pcldata
ENV=CV_ENV_HOME=<creo_loadpoint>%PRO_MACHINE_TYPE%\CV102
ENV=LM_LICENSE_FILE=7788@static
ENV=CREOPMA_FEATURE_NAME=CREOPMA_BASIC
RUN=<creo_loadpoint>%PRO_MACHINE_TYPE%\nms\nmsd.exe -timeout 300
RUN=<creo_loadpoint>%PRO_MACHINE_TYPE%obj\xtop.exe
// USER - PSF
// Add User specific environment or run applications below here
ENV=PRO_LANG=german
You can set the value of an environment variable or specify the startup of a thirdparty application under the // USER - PSF section of the configuration file.
If you run Creo application without creating a configuration file, a error message
indicates that the Creo application cannot be started. In such cases you must run
ptcsetup from the <creo_loadpoint>\<datecode>\<app_name>\
bin\ folder and create a PTC Startup File (PSF) for that Creo application. You
can then run that Creo application using corresponding PSF file.
If you create only one configuration file for a Creo application, that Creo
application uses the configuration file by default.
S p e c i f y i n g E n v i r o n m e n t a l Va r i a b l e s
You can use a configuration file to specify the value of an environmental variable
in the configuration file, follow these instructions:
Use the ENV or RUN entry to specify the value of an environment variable or
to run an external application.
Use the equal sign (=) following ENV to change the existing value of the
variable.
Use the plus and equal to signs (+=) to add a value after an existing value of
the variable.
52
Use the minus and equal to signs (-=) to insert a value before an existing
value of the variable.
53
Specify another directory with write permissions. The working directory remains
the same, but the trail files are stored in the new working directory that you have
specified.
54
Metric
<creo_loadpoint>\
Files\ <datecode>\Common Files\
text\prodetail.dtl
text\iso.dtl
format_setup_
file
pro_unit_
length
pro_unit_mass
template_
designasm
template_
drawing
template_
sheetmetalpart
template_
solidpart
todays_date_
note_format
<creo_loadpoint>\
<creo_loadpoint>\
<datecode>\Common Files\ <datecode>\Common Files\
text\prodetail.dtl
text\iso.dtl
unit_inch
unit_mm
unit_pound
unit_kilogram
<creo_loadpoint>\
<creo_loadpoint>\<datecode>
<datecode>\Common Files\ \Common Files\templates
templates\
\mmks_asm_design.asm
inlbs_asm_design.asm
<creo_loadpoint>\
<creo_loadpoint>\
<datecode>\Common Files\ <datecode>\Common Files\
templates\c_drawing.drw templates\a3_drawing.drw
<creo_loadpoint>\
<datecode>\Common Files\
templates\
inlbs_part_sheetmetal.
prt
<creo_loadpoint>\
<datecode>\Common Files\
templates\
mmks_part_sheetmetal.prt
<creo_loadpoint>\
<datecode>\Common Files\
templates\
inlbs_part_solid.prt
<creo_loadpoint>\
<datecode>\Common Files\
templates\
mmks_part_solid.prt
%Mmm-%dd-%yy
%dd-%Mmm-%yy
55
Configuration
Option
tolerance_
standard
tol_mode
weld_ui_
standard
English
Metric
ansi
iso
nominal
nominal
ansi
iso
U s i n g a Z e r o o r N o n z e r o Va l u e f o r B u f f e r S i z e
If you set the value of the proe_memory_buffer_size configuration option
to zero instead of a nonzero value, no warning messages appear.
If you specify a nonzero value for the proe_memory_buffer_size
configuration option, memory usage is checked periodically while working with a
large data set. If the size of the preserved memory buffer is sufficient, warning
messages appear in an out-of-memory situation as discussed below.
56
For operations that you can cancel, such as, retrieval or regeneration, an error
message appears to indicate that the system is running short of memory. You are
also informed that if you continue with the current operation, the session may
terminate.
Respond in one of the following ways:
Click C a n c e l . Save your work, exit PTC Creo Parametric, and restart the
session.
Click O K to continue. In this case PTC Creo Parametric may exit as soon as
the preallocated memory is exhausted.
For operations you cannot cancel, a message appears to indicate that the system is
running short of memory. This may cause the session to terminate. Click O K to
continue. After you complete the operation, save your work, exit the PTC Creo
application, and restart the session.
G e n e r a t i n g a Tr a c e b a c k L o g F i l e f o r P T C C r e o
Parametric
In the event of a premature exit, PTC Creo Parametric can output a stack trace of
your last operations if you set the auto_traceback configuration option to
yes. The default value is no. By default, this information is stored in the
traceback.log file in the startup directory. The following message appears to
indicate the premature exit of PTC Creo Parametric:
57
PTC Creo Parametric exits after creating the traceback.log file in the current
working directory.
Note
If you start PTC Creo Parametric from a directory without write permissions,
the traceback.log file is stored in the directory that you have specified
using the C h o o s e s t a r t u p d i r e c t o r y dialog box.
Wo r k i n g w i t h C A D D S 5 M o d e l s i n P T C C r e o
Parametric
You can import and export 3D CADDS 5 parts and assemblies within PTC Creo
Parametric by installing the CADDS 5 interface during the installation of PTC
Creo Parametric. To do so, select P T C C r e o P a r a m e t r i c I n t e r f a c e f o r C A D D S 5
under I n t e r f a c e s on the A p p l i c a t i o n F e a t u r e s tabbed page on the A p p l i c a t i o n
C u s t o m S e t t i n g screen. To use this interface, consider the following instructions:
58
Note
If you have installed more than one PTC Creo application, make sure that the
Common Files folder and its contents are still available in the PTC Creo
load point.
59
7
Installing and Accessing PTC Creo
Help
Overview of the Help Center.......................................................................................62
Browser Support for PTC Creo Help ...........................................................................62
Accessing Help from within a PTC Creo Application .....................................................62
Choosing a Location for the Help Center Installation ....................................................63
Installing the Help Center ...........................................................................................63
Enabling the Help Center from a Network Drive ...........................................................65
Installing the Help Center on a Web Server .................................................................65
Viewing the Help Center Independent of a PTC Creo Application ..................................67
Uninstalling the Help Center .......................................................................................68
This chapter provides an overview of the Help Center. It explains how to install
and access Help for PTC Creo Parametric, PTC Creo Direct, PTC Creo Layout,
PTC Creo Simulate, and PTC Creo Options Modeler from a local host computer, a
network drive, or a Web server.
61
The Help Center for the PTC Creo application opens in your default browser. You
can set one of these browsers as the default on your computer.
For context-sensitive Help, point to a user interface item and press F1.
help.ptc.comThe default if you do not install the Help Center and set the
PTC_<app_name>_HC_URL_3 environment variable.
Local host computerThe default if you install the Help Center but do not
specify an alternate location, such as a network drive, for accessing Help.
Note
When you upgrade a PTC Creo application, you must also upgrade the
Help center to the corresponding datecode of the application. Otherwise,
the PTC Creo application accesses the corresponding Help Center from
PTC.com.
62
A local host computer where the PTC Creo applications are installed.
A Web server.
63
4. Select one or more Help Centers from the list of Help Centers.
5. Retain the default folder, for example, C:\Program Files\PTC, or click
and specify the full path of an alternative folder.
6. Click I n s t a l l to install the Help Center without any customization.
Alternatively, click C u s t o m i z e to open the A p p l i c a t i o n C u s t o m S e t t i n g dialog
box and customize the installation as follows:
a. On the A p p l i c a t i o n F e a t u r e s tab, select the Help Center languages to
install.
b. On the S h o r t c u t s tab, specify the shortcut preferences for the PTC Creo
Help startup commands and other Windows preferences. See Configuring
Windows Shortcuts on page 47 for information on how to perform these
operations.
7. Click O K .
8. Click I n s t a l l on the A p p l i c a t i o n S e l e c t i o n screen. The I n s t a l l a t i o n P r o g r e s s
screen shows the status of the installation. You can click C a n c e l at any time to
cancel the installation.
9. Click F i n i s h . The Help Center is installed in the <help_install_path>\
PTC\Creo 3.0\help\creo_help_<app_name> directory.
For example, if you specify the default path, the Help Center is installed in the
C:\Program Files\PTC\Creo 3.0\help\creo_help_<app_
name> directory.
64
a. Click S t a r t C o n t r o l P a n e l S y s t e m A d v a n c e d s y s t e m s e t t i n g s . The
S y s t e m P r o p e r t i e s dialog box opens.
b. Click the A d v a n c e d tab and then click E n v i r o n m e n t Va r i a b l e s .
c. Click N e w under the User variables area. The N e w U s e r Va r i a b l e dialog
box opens.
d. Specify the environment variable and its value in the boxes listed below.
For example, for PTC Creo Parametric Help, set the environment variable
as follows:
Va r i a b l e n a m e PTC_PMA_HC_URL_3
Va r i a b l e v a l u e Q:\Help\help\creo_help_pma
Ins t al l i n g th e H el p Ce nt er on a Web
Server
You can install the Help Center on any Web server. If you are using Apache,
install the Help Center in the DocumentRoot directory as follows:
65
a. Click S t a r t C o n t r o l P a n e l S y s t e m A d v a n c e d s y s t e m s e t t i n g s . The
S y s t e m P r o p e r t i e s dialog box opens.
b. Click the A d v a n c e d tab and then click E n v i r o n m e n t Va r i a b l e s .
c. Click N e w under the User variables area. The N e w U s e r Va r i a b l e dialog
box opens.
d. Specify the environment variable and its value in the boxes listed below.
For example, for PTC Creo Parametric Help, set the environment variable
as follows:
Va r i a b l e n a m e PTC_<app_name>_HC_URL_3
Va r i a b l e v a l u e <Help_Center URL>
66
Note
If you specify <DocumentRoot> directory as the location for the
installation of the Help Center, you can access the context-sensitive help
directly from this directory. Set the Help Center URL as the value of the PTC_
<app_name>_HC_URL_3 environment variable to access the contextsensitive Help through the Web server URL.
Vi e w i n g t h e H e l p C e n t e r I n d e p e n d e n t o f a
PTC Creo Application
To view the Help Center that is installed on a host computer independent of the
corresponding PTC Creo application, open the following page in a browser
window:
<creo_help_install_path>\help\creo_help_<app>\
<language>\index.html
For example, to open the Help Center for PTC Creo Parametric in English, open
the following page in a browser window:
<creo_help_install_path>\help\creo_help_pma\usascii\
index.html
The Help Center opens in the browser window.
To view the Help Center that is installed on a Web server independent of the PTC
Creo application, specify the following URL in a browser window:
http://<server_name>:<port_number>/Creo 3.0/help/creo_
help_<app_name>/<language>/index.html
For example, to open the Help Center installed on a Web server that has the
Tomcat servlet container configured on port number 8080 for PTC Creo
Parametric in English, open the following page in a browser window:
http://<server_name>:8080/Creo 3.0/help/creo_help_pma/
usascii/index.html
A Help Center opens in the browser window.
Note
Context-sensitive Help is not supported when you view the Help Center
independent of a PTC Creo application.
67
Note
If you have uninstalled the Help Center on the host computer or have not set
the PTC_<app_name>_HC_URL_3 environment variable, you can access
the Help Center from PTC.com from within a PTC Creo application.
Additionally, if you uninstall or remove the Help Center from the Web server,
you must remove or unset the PTC_<app_name>_HC_URL_3 environment
variable.
68
8
Updating an Installation
Updating the License Server ......................................................................................70
Updating PTC Creo Applications ................................................................................70
Customizing an Existing Installation of a PTC Creo Application .....................................71
Installing a Maintenance Release ...............................................................................72
This chapter explains how to update the PTC Creo applications installed on your
system. Use the same procedure to update PTC Creo Distributed Services
Manager. Each time you update your software, you must update your license file.
New license codes are not required if you are updating to a new build of PTC
Creo within the same release. In some cases you may have to update the current
installation of PTC License Server. See the next section for details.
69
Updating the existing license features in your license file with those of a
Maintenance Release
You may have to update the license server software itself depending on the
version installed. In such cases, with administrative privileges uninstall PTC
License Server and follow the instructions in the chapter Configuring Licenses for
the PTC Creo Applications on page 23 to install PTC License Server. Update PTC
License Server using this workflow:
1. Make note of the product code that you have received via e-mail.
Alternatively, use the PTC License Management Web tools to request for a
license file via email. Save the license file in an ASCII format to a secure
location on your disk.
2. Start PTC Installation Assistant from the mounted DVD or from the
installation package downloaded from the Web. The Welcome screen appears.
3. Click S e t u p l i c e n s e and then click N e x t . The L i c e n s e I d e n t i f i c a t i o n screen
appears.
4. Type your new product code or Sales Order Number in the respective text box
and click I n s t a l l L i c e n s i n g . Alternatively, drag and drop your new license file
into the S o u r c e column of the L i c e n s e S u m m a r y area.
If a license server is already installed or running, the Assistant replaces the
existing license file with the new one. If a license server is not running, the
Assistant checks whether the new license file requires a license server. If so,
the license server is automatically downloaded and installed. See Generating
or Updating Licenses on page 26 for details.
5. Click F i n i s h .
The Assistant restarts PTC License Server. For Triad configurations, two of the
three partner machines must be running before licenses can be distributed.
70
Updating an Installation
71
Configure the Windows shortcut preferences and path settings using the
S h o r t c u t tabbed page. See Configuring Windows Shortcuts on page 47 for
details.
7. Click F i n i s h .
72
A
License Management Software
This appendix discusses license management software and describes the benefits
of PTC License Server. License simplification is explained for new and existing
users.
73
L i c e n s e Ty p e s
Depending on the PTC product, a license can be one of the following types.
For more information on the additional license types that are supported for your
product, refer to the product documentation.
74
Each PTC product is defined in the license file with a unique feature name. This
license file format follows a standard approach by using the PTC License Server.
This format has been in use by PTC since Pro/ENGINEER 2001 datecode
2001440. Pro/ENGINEER Wildfire 2.0 or later automatically uses simplified
licenses as license simplification is required for Pro/ENGINEER Wildfire 2.0 and
later releases.
Note
License configuration is a part of the installation process.
Visit www.ptc.com/olm/ls_faq for more information on license simplification
including the advantages of simplifying your licenses.
License SimplificationAdvantages
License simplification has the following advantages:
Reduced time associated with licensing PTC productsYou and PTC do not
need to research and maintain the tight control over the multiple types of
licenses based on how you purchased the products originally.
75
License simplification is integrated with all the PTC Creo applications as well
as products of the PTC Creo Parametric family and is available in Pro/
ENGINEER 2001 datecode 2001440 and later.
On the PTC Creo eSupport Center page, use the License Support Web tool
called R e c o n f i g u r e S o f t w a r e L i c e n s e s under L i c e n s e M a n a g e m e n t to upgrade
to the new licensing scheme. The tool automatically consolidates the licenses
into a selected Service Contract Number (SCN) and returns an updated license
file.
L i c e n s e S i m p l i f i c a t i o n Te c h n i c a l I n f o r m a t i o n
Note
FlextNet Publisher Version 11.11.1 is shipped with PTC Creo 3.0. However,
PTC Creo 3.0 can use FlexNet Publisher version 10.8.x or later for license
simplification.
The license simplification process has changed the format of the FlexNet
Publisher feature line in the license file in the following ways:
The SCN is no longer a part of the feature name and is moved below the
SN tag in the feature line.
A new classification of floating license called a License Extension is
available for all locked modules and extensions. This new classification is
identified by the keyword STARTUP in the Vendor String.
License extensions are available for checkout only at runtime, that is,
when starting a base license. You cannot add or release the License
Extension within a PTC Creo application.
76
0444 2FD4 6C23 0168 A8A5 AEBE 54B0 1FF6 B79B DC75 \
2014 A278 33CC 1B90 8647 6A12 F4D6 45BF"
INCREMENT 10108 ptc_d 33.0 01-nov-2011 1 \
1C75006B8512AA3C4EBE VENDOR_STRING="VSVER=2.0 LO=()" \
SUPERSEDE vendor_info="VIVER=1.0 EXTERNAL_NAME=" \
ISSUER=PTC ISSUED=01-sep-2006 NOTICE="PTC_customer" \
SN=SCN12344,SCN765431 SIGN2="1A34 408F 40D4 749F 5980 \
2DFE 15B0 0FAF 0ED7 A5F5 DCEA E318 6529 2E27 A055 \
1A21 F766 D9E1 F7AB BD1F 993E B3B2 2975 E46C 06AC \
6304 25AD E576 9E37 8794"
INCREMENT PROBUNDLE_10108 ptc_d 33.0 01-nov-2011 99999 \
4CF5E08B0EF55FF34082 VENDOR_STRING="VSVER=2.0 \
LO=(6,32,56,91,92,94,104,131)" SUPERSEDE \
ISSUED=01-sep-2006 SIGN2="14A8 7CE3 57D9 1246 D07F \
3610 E235 2120 4322 A874 681C 282B 5449 3150 BC5A \
0867 853D FE8E F8E9 9E29 6CD1 987C 4A8D 0024 BDAA \
AEBC 065B 9530 3AAB 441D"
Using PTC Installation Assistant, you can define startup commands with
additional license extensions or floating options. Defining a startup command
means specifying the license-to-run for an application at startup. You can also
specify additional floating options to grab at startup. This enables additional
optional modules for a session that are not otherwise enabled by the license-torun. The designation of the licenses to grab at startup results in the definition
of an environment variable <APP>_FEATURE_NAME, where <APP> is the
abbreviation for PTC Creo application name that you are configuring. For
example, CREOPMA_FEATURE_NAME identifies the licenses to grab when
running PTC Creo Parametric. Similarly, CREODMA_FEATURE_NAME
refers to PTC Creo Direct. The value of this environment variable can be a list
of licenses-to-run, followed by a parenthesized list of optional modules. Only
one license-to-run is checked out while all the options from the parenthesized
list are checked out. For the license-to-run, checkout attempts are made in the
order listed, until one is successfully checked out. Then the option list is
attempted. Consider the following example:
CREOPMA_FEATURE_NAME=PROE_FLEX3C PROE_FoundationAdv
(61 108)
This example shows an environment variable definition identifying two
licenses-to-run and two options. This environment variable prescribes that
PTC Creo Parametric will first try to checkout PROE_FLEX3C license-to-run;
if it fails, it will try to checkout PROE_FoundationAdv. If either one is
successful, it will then attempt to check both options 61 (Web.Link) and 108
(Piping).
Using PTC Installation Assistant, you can define startup commands with
additional license extensions or floating options. When you add license
extensions, or floating options, to a startup command, a value is assigned to
the <APP>_FEATURE_NAME variable. This value can be one of CREOPMA_
77
During a session, if a license is lost and you try to recover the license-to-run,
the PTC Creo application attempts to reacquire the license-to-run and all other
options specified in the startup command.
The output of the Ptcstatus utility provides the location of the SCN in the
license file. You can use the Ptcstatus utility in two modes:
Normal modeRun the Ptcstatus utility at the command line without any
arguments.
ptcstatus
Verbose modeRun the Ptcstatus utility at the command line with the -v
argument.
ptcstatus -v
The following output illustrates the difference between the two Ptcstatus
utility modes:
In Use
Free
PROE_Engineer
Uncounted,
Locked
Foundation_Adv
Pro/SURFACE *
Behavioral_Modeler
Pro_Plastic_Advisor
Tool_Design_Set*
P t c s t a t u s Ve r b o s e M o d e
Displaying status for license file: 7788@static
License Server: static
ptc_d FlexNet Publisher version: 11.11.1
78
License
In Use
Free
PROE_Engineer
Uncounted 2
Foundation_Adv
33.0
Pro/SURFACE *
33.0
Behavioral_Modeler
33.0
Pro_Plastic_Advisor
33.0
Tool_Design_Set*
33.0
Locked to
00-11-22-33-44-5512345
You can specify a name for a license instead of its default name by changing
the value of the attribute EXTERNAL_NAME in the feature line of the license
file.
For example, to change the feature PROE_Engineer to My_License_
Name in a license file, specify the value of the EXTERNAL_NAME attribute as
shown in the original and changed files.
Original license file:
INCREMENT PROE_Engineer ptc_d 33.0 01-nov-2011 1 \
BC24AFC5B76BB74C9366 VENDOR_STRING="VSVER=2.0 \
LO=(0,3,6,7,10,17,32,34,40,45,48,51,55,61,62, \
66,69,71,73,77,97,106,108,115,126,127,128,133,135,137, \
158,163,188,191,210)" SUPERSEDE vendor_info="VIVER=1.0 \
EXTERNAL_NAME=" ISSUER=PTC ISSUED=01-sep-2006 \
NOTICE="PTC_customer" SN=SCN912344,SCN765431 SIGN2="169C A28A \
E97F E96E 0A3E 563B FDEB 4510 829E 4BF4 25D3 2394 \
0444 2FD4 6C23 0168 A8A5 AEBE 54B0 1FF6 B79B DC75 \
2014 A278 33CC 1B90 8647 6A12 F4D6 45BF"
Notice the text after the EXTERNAL_NAME attribute in the changed license file.
With this change, the output of the Ptcstatus utility displays the new name, My_
License_Name, instead of PROE_Engineer.
79
Note
FlextNet Publisher Version 11.11.1 is shipped with PTC Creo 3.0. However,
PTC Creo 3.0 can use FlexNet Publisher version 10.8.x or later for license
simplification.
Centralized License StoragePTC customers can store all PTC licenses for
all PTC products in a single file for each license server.
80
Note
To run the current release of PTC Creo, you must install FlexNet Publisher
version 10.8.x or later. FlextNet Publisher Version 11.11.1 is shipped with
PTC Creo 3.0.
U n d e r s t a n d i n g Ti m e o u t P a r a m e t e r s
Timeout parameters enable the license client and the license server to
communicate with one another so that licenses are released and available upon
request.
You can reconfigure the TIMEOUTALL parameter within a specified range, as
described in the next section, Changing the Inactivity Timeout Parameter on page
83.
81
Ti m e o u t
Parameter
Inactivity timeout
(TIMEOUTALL)
Va l u e
120 minutes
(default)
Description
This parameter prevents a license from
remaining idle. If the license client is
inactive for a specific period, the license
can be reclaimed by the license server and
used by another license client. For the PTC
Creo applications, the inactivity timeout
default is 120 minutes.
Activity is measured as active menu
selections.
License refresh
1 minute
Validation retries
None
Startup
82
10 seconds
C h a n g i n g t h e I n a c t i v i t y Ti m e o u t P a r a m e t e r
You can set the TIMEOUTALL parameter that determines how long the system
allows a license to remain idle before it is reclaimed by the license server. To
change the default inactivity timeout parameter, you must update the FlexNet
Publisher option file, ptc.opt in <ptc License Server loadpoint>/
FLEXnet Publisher/licensing. The default is 120 minutes. Edit the
default parameter TIMEOUTALL 7200 by changing 7200 seconds (120 minutes)
to another value in seconds.
The minimum value is 20 minutes (or 1200 seconds) and the maximum value is
infinity. To make infinity the default, remove the TIMEOUTALL parameter from
the ptc.opt file. If you set a minimum value to less than 20 minutes, the system
defaults to 20 minutes.
83
License Borrowing
With license borrowing for all supported platforms, you can run PTC Creo
applications on clients without being connected to the license server. The license
server must be running FlexNet Publisher 10.8.x or later and must use the License
Pack of version 33 or later. With license borrowing, you can:
The appearance of the BORROW keyword on the feature line in the license file
indicates that the license is borrowable. If this keyword is missing, contact PTC
License Management to regenerate your license file for a borrowable license. An
example of a license file with the BORROW keyword follows:
INCREMENT PROE_Engineer ptc_d 33.0 01-nov-2011 1 \
BC24AFC5B76BB74C9366 VENDOR_STRING="VSVER=2.0 \
LO=(0,3,6,7,10,17,32,34,40,45,48,51,55,61,62, \
66,69,71,73,77,97,106,108,115,126,127,128,133,135,137, \
158,163,188,191,210)" SUPERSEDE vendor_info="VIVER=1.0 EXTERNAL_NAME=" \
ISSUER=PTC ISSUED=01-sep-2006 BORROW=264 NOTICE="PTC_customer" \
SN=SCN12344,SCN765431 SIGN2="123F 6758 5955 8D78 \
F718 4995 3F6F EA5B F56A 2759 6A9A F6B3 773A F2B9 \
0F31 0219 EC28 6D28 0345 4971 B5C4 8835 7E88 28A6 \
7581 8191 BB82 CB3D 8BF8 8282"
Note
If you may possibly want an early return of a borrowed license, set the PRO_
ALLOW_EARLY_RETURN environment variable prior to borrowing the
license from the license server. See Early Return of a Borrowed License on
page 86 for more information.
84
U s i n g t h e < c r e o _ a p p > _ b o r r o w. b a t F i l e
Use the <creo_app>_borrow.bat file with the PTC Creo application to
initiate license borrowing as follows:
1. Browse to the \<creo_loadpoint>\<datecode>\<app_name>\bin
directory and run the <creo_app>_borrow.bat file. A dialog box opens
in which you can specify a startup configuration.
Note
By default the maximum borrowing duration is 5 days. Using the
environment variable LM_BORROW_DURATION=0-14, you can borrow
a license for a maximum of 14 days.
4. Click S t a r t to start the PTC Creo application in the borrow configuration
mode.
5. After starting the PTC Creo application, you can include additional floating
options with the borrowed license.
All the licenses that you check out during this session are borrowed from the
license server and cached on your computer. Each license is created on the
local machine in the registry under current user.
85
Note
Multiple licenses with separate expiration dates can be borrowed to a
client computer. Each time you start a PTC Creo application using a
borrowed license, the application checks for and removes any expired
borrowed licenses from the client computer. You can borrow licenses
again, if required.
Note
Setting the PRO_ALLOW_EARLY_RETURN environment variable has no
effect on an unborrowed license.
For an lmadmin-based license server, set adminOnly="false in the
server.xml file at license_server_manager_loadpoint/conf to
return a borrowed license early. See Returning a Borrowed License Early in the
FlexNet Publisher License Administration Guide for a procedure on returning the
borrowed licenses early.
86
-c license_file_list
-d display
feature
Description
Specifies that a fully qualified domain name was
used for license borrowing, rather than a simple
host name. Use the lmutil lmstat command
to determine the format of the host name used
when the license was borrowed.
Specifies the license server from which the
license was borrowed. In most cases specifying
the port@hostname value for the server is
sufficient.
Note
You can avoid using this argument by setting
the LM_LICENSE_FILE variable. Set the
variable as LM_LICENSE_FILE=
port@hostname to point to the server used
for borrowing the license.
Displays the system name. Required only if the
displayed system name is different than the one
used to initiate borrowing.
Names the borrowed license feature to be
returned early. Use the lmborrow -status
command for a list of borrowed license features.
87
B
lmadmin License Server Manager
89
Directly configure vendor daemon and the license server manager without
editing the license files
See the chapter lmadmin GUIbased License Server Manager in the FlexNet
Publisher License Administration Guide for more information.
Di ff er e nc es bet w een l mg r d a nd l m ad mi n
The lmadmin license server manager includes all the features of the lmgrd
license server manager. The differences between the two license server managers
follow:
lmgrd
lmadmin
Uses a command-line
Supports a GUI client with connection over
interface.
HTTP.
Configuration settings are
Configuration settings are session-based.
retained for all the sessions.
See the chapter Migrating from lmgrd to lmadmin in the FlexNet Publisher
License Administration Guide for more information.
90
Wo r k i n g w i t h th e F L EX n e t L i c e n s e
Adm i ni s t r a t or Web Int er f ac e
The lmadmin-based license server uses the FLEXnet License Administrator Web
interface. This interface replaces the lmtools utility used by the lmgrd-based
license server. You can launch the interface by clicking Ye s at the end of the PTC
License Server installation. Alternatively, from the Windows Start menu click A l l
Programs PTC PTC License Server PTC FLEXnet Admin License Server
We b I n t e r f a c e to open the interface. Using the FLEXnet License Administrator,
you can check the server status, start and stop the server, or reconfigure the server.
The FLEXnet License Administrator Web interface has two main pages: the
D a s h b o a r d and the A d m i n i s t r a t i o n pages. Click the H e l p button for information on
D a s h b o a r d Displays any alerts and the current activity of the license server
manager.
91
R e c o n f i g u r i n g t h e Ve n d o r D a e m o n
A server administrator can use the Ve n d o r D a e m o n C o n f i g u r a t i o n tab to verify
whether the server is running and to reconfigure the vendor daemon.
92
If PTC License Server has been successfully installed, Running appears under
the S t a t u s column.
93
C
System Administration Information
Temporary Directories................................................................................................97
System Management Utilities .....................................................................................97
PTC Creo Utilities .....................................................................................................97
FlexNet Publisher Utilities .........................................................................................98
Supported Graphics Modes........................................................................................98
General Plotter Information ........................................................................................98
Using the ModelCHECK Metrics Tool with PTC Creo Parametric...................................99
Requirements for Installation .................................................................................... 100
How to Install the ModelCHECK Metrics Tool............................................................. 101
Database for the Metrics Tool ................................................................................... 104
Using Fonts ............................................................................................................ 110
OpenType Font Support........................................................................................... 112
UNICODE Font Support........................................................................................... 113
Available System Fonts for Menu Items..................................................................... 113
Extended ASCII Set................................................................................................. 113
Displaying the Text Symbol Palette in PTC Creo Parametric ....................................... 114
Exporting Special Symbols to IGES .......................................................................... 114
Font Definition......................................................................................................... 115
Text Parameters ...................................................................................................... 115
Character Parameters ............................................................................................. 119
Definition Commands .............................................................................................. 119
ASCII Font Definition ............................................................................................... 121
Filled Font Definition ................................................................................................ 122
Special Font Definition ............................................................................................. 123
LATIN_1 Font Definition ........................................................................................... 124
How to Edit Fonts or Create New Fonts..................................................................... 125
How to Modify a Font File......................................................................................... 125
How to Create a User-Defined Font File .................................................................... 126
How to Store a New Font ......................................................................................... 126
How to Set Your Font as the Default.......................................................................... 126
How to Create or Customize a Font .......................................................................... 126
95
96
Te m p o r a r y D i r e c t o r i e s
PTC Creo applications use a temporary directory as defined by your system
environment to store parts. You can modify the location of the temporary directory
by setting the temporary directory environment variable in the PTC Creo
application startup window before you run the application. This environment
variable is TMP.
Function
Returns the PTC Host ID with required formatting used for
FlexNet Publisher license codes.
Runs PTC Creo Parametric. Can be user-defined.
layout
optionsmodeler
ptcflush
direct
simulate
ptcstatus
ptcborrow
and
<creo_app_
borrow>
97
lmutil
ptcshutdown
ptcstartserver
Function
Runs the PTC License Management tools utility
lmtools.bat. Functionality includes customer
configuration of the FlexNet Publisher service, starting
and stopping the lmgrd license server(s), server and
licensing status, as well as diagnostic tools. The shortcut
icon created in S t a r t A l l P r o g r a m s P T C L i c e n s e
M a n a g e m e n t t o o l s starts the Lmtools graphical user
interface.
Provides optional arguments to check the server and
licensing status. Refer to the FlexNet Publisher License
Administration Guide.
Shuts down a license server process for administrative
maintenance of the license server. You can also use the
FLEXnet Control Panel to stop a license server process.
Starts a license server process. You can also use the
FLEXnet Control Panel to start a license server process.
See Using License Administration Tools, in the FlexNet
Publisher License Administration Guide.
Lmtools Utility
The lmtools.bat program runs the PTC License Management tools utility that
is started from the S t a r t A l l P r o g r a m s P T C L i c e n s e S e r v e r t o o l s menu.
Functionality includes starting and stopping the license server from the S t a r t /S t o p /
R e R e a d tab.
98
Note
PTC Creo applications described in this guide do not support any HPIB
interfacing.
U s i n g t h e M o d e l C H E C K M e t r i c s To o l w i t h
PTC Creo Parametric
The ModelCHECK Metrics Tool is a web-based utility for tracking data quality,
standards, and best practices relevant to PTC Creo Parametric data. This tool uses
the metric file output from ModelCHECK to calculate quality trends and enables
you to represent the ModelCHECK analysis results graphically. Although specific
licenses are not required, an administrator needs a PTC Creo Parametric license
and an executable while installing the tool.
Note
You cannot install the Metrics Tool using PTC Installation Assistant.
You can do the following operations using the ModelCHECK Metrics Tool:
Define critical checks for monitoring and highlighting the number of errors
and warnings for these checks.
Define the quality goals based on each check and highlight the progress of the
goals. Evaluate the results using indicators. Display the results for a user,
group of users, or an organization.
Define what a user will see as overview information while navigating the
ModelCHECK Metrics Tool.
99
Refer to the ModelCHECK online Help in the PTC Creo Parametric Help Center
for details.
100
You must have a Web server to access the Metrics Tool information. After you
install and start the Metrics Tool, you can view the ModelCHECK results using
Mozilla 1.6 and later or Internet Explorer 6.0 and later.
H o w t o I n s t a l l t h e M o d e l C H E C K M e t r i c s To o l
To install the ModelCHECK Metrics Tool, install and set up the Tomcat server,
create a correct context configuration file, and deploy the Metrics Tool. Before
you begin, perform the following steps:
Install Tomcat for Java Web Services Developer Pack through a local
installation or from www.oracle.com/technetwork/java/index.html.
Note
This variable must list the Java Development Kit (JDK) installation
directory and not the bin sub directory.
Install the Web server to view the charts and graphs to be stored and displayed
in the ModelCHECK Metrics Tool. You can use either Internet Information
Services (IIS) or download the Web server from www.apache.org.
H o w t o S t a r t t h e To m c a t S e r v e r a n d D e p l o y t h e M e t r i c s To o l
After you have installed the Tomcat server, ensure that the file tomcat50jwsdp\conf\tomcat-users.xml has all the required settings to access the
Metrics Tool. A sample tomcat-users.xml file follows:
<?xml version='1.0' encoding='utf-8'?>
<tomcat-users>
<role rolename="tomcat"/>
<role rolename="role1"/>
<role rolename="manager"/>
<role rolename="admin"/>
<user username="tomcat" password="tomcat" roles="tomcat"/>
<user username="both" password="tomcat" roles="tomcat,role1"/>
101
Note
The information in the new data source must match that given in the new_
admin.xml file that is used to deploy the Metrics Tool.
5. Ensure that you have created the context configuration file (new_
admin.xml) to enable the deployment of the Metrics Tool. See Context
Configuration File on page 102 for details.
6. In To m c a t We b A p p l i c a t i o n M a n a g e r window, provide the path to the context
configuration file (new_admin.xml) and the WAR file (new_
admin.war) under the D e p l o y area.
7. Click D e p l o y to start the Metrics Tool.
8. Open a browser. Specify the name of the server on which the Metrics Tool is
deployed along with the port and new_admin as the name of the tool.
Note
You can specify any name for the tool. But, ensure that the specified tool
name matches the name specified in the context configuration file.
102
<creo_loadpoint>/<datecode>/Common Files/modchk/mc_
admin/new_admin/dist/
Imagedir
Description
Name of the database
Type of the database, such as Oracle or
MSAccess
Machine name of a server for the Metrics Tool
Port number type of the server for the Metrics
Tool
Path to the image directory
ImagedirLink
Parameter Name
dbname
dbtype
adminserver
Adminport
collect_mc_db_
interval
You must specify the path to the image directory in the new_admin.xml file.
The generated graphs are stored in the image directory. The value for the
Imagedir in the new_admin.xml file must be the same as that of the
DocumentRoot variable in your Web server configuration file. A sample
context configuration file follows:
<Context path="/new_admin" docBase="new_admin.war" debug="5"
reloadable="true" crossContext="true" privileged="true">
<Resource name="jdbc/mcadmin" scope="Shareable"
type="javax.sql.DataSource" />
<ResourceParams name="jdbc/mcadmin">
<parameter>
<name>maxWait</name>
<value>50000</value>
</parameter>
<parameter>
<name>maxActive</name>
<value>100</value>
</parameter>
<parameter>
<name>password</name>
<value>yourpass</value>
</parameter>
<parameter>
<name>url</name>
<value>jdbc:oracle:thin:@machine1:1521:mcadmin</value>
</parameter>
<parameter>
<name>driverClassName</name>
<value>oracle.jdbc.driver.OracleDriver</value>
</parameter>
<parameter>
<name>maxIdle</name>
<value>100</value>
103
</parameter>
<parameter>
<name>username</name>
<value>yourpass</value>
</parameter>
</ResourceParams>
<ResourceLink name="jdbc/mcadmin" global="mcadmin"/>
<Manager
className="org.apache.catalina.session.PersistentManager"
debug="0" saveOnRestart="false"
maxActiveSessions="-1"
minIdleSwap="-1" maxIdleSwap="-1" maxIdleBackup="-1">
<Store className="org.apache.catalina.session.FileStore" />
</Manager>
<Parameter name="dbname" value="mcadmin" />
<Parameter name="dbtype" value="oracle" />
<Parameter name="adminserver" value="machine1" />
<Parameter name="adminport" value="80" />
<Parameter name="imagedir"value="d:\projects\mcadminwork\admingraphs" />
<Parameter name="imagedirLink" value="admingraphs"/>
</Context>
D a t a b a s e f o r t h e M e t r i c s To o l
The Web-based ModelCHECK Metrics Tool generates graphs and reports based
on the metric files that ModelCHECK writes after every session. You must create
the following database tables to initialize the ModelCHECK database:
mc_database
trng_database
user_database
Use Oracle or MSAccess to create the database table. Additionally, you must also
create a database table named processedfiles for the processed files. These
processed files ensure that the data is populated correctly from the .txt metric
files into the database tables. They avoid repeated entries and ensure that the
database tables are up-to-date.
The command line utility create_mcadmin_db.jar available at <creo_
loadpoint>/<datecode>/Common Files/modchk/mc_admin/new_
admin/dist/ enables you to populate the database tables with information
from the .txt metric files. The utility reads and interprets the data in the metric
files and automatically updates the relevant database tables. Each row of a metric
file is appropriately included in the corresponding database tables. The names of
the.txt metric files and the date of inclusion of their contents into the relevant
104
Note
The classes 111.jar file is required to manually execute the create_
mcadmin_db.jar utility when an Oracle database is used.
2. Update the user_database table using the following command:
<java home> <class name to update user_database>
<database type> <database driver> <database url>
<username> <password> <path to CSV file>
where the CSV file has the following sample information and structure:
usr1,Devid,Boon,K,CADQA,23453,3380,09-04-2000,QA,
d:\projects\devid
usr2,Alan,Donald,Y,CADDESIGN,23367,3181,
10-02-2000,DESIGN,d:\projects\alan
105
Note
You must manually execute the above command. The command updates
the user_database table with the information from the CSV file.
For example:
106
jdbc:oracle:thin:@machine1:1521:admin user1
userpass
Metrics Database
The metrics database, mc_database, enables you to generate graphs and reports
for the ModelCHECK data.
The data fields stored in the mc_database table follow:
UserIdUser ID
mdlnameModel name
mdltypeModel type
checktagCheck type
chkstatCheck status
info1 Information
mcmodeModelCHECK mode
107
date_n_time DATE,
mdlname VARCHAR(256),
mdltype VARCHAR(5),
checktag VARCHAR(256),
chkstat VARCHAR(10),
info1 VARCHAR(256),
mcmode VARCHAR(20));
INSERT INTO mc_database VALUES('jsmith', to_date('03-042005 11:14:07','MM-DD-YYYY HH24:MI:SS'),
'rim.prt','PRT', 'BURIED_FEAT', 'ERR', 'Feature id
8','Interactive');
For more details, refer to the ModelCHECK online Help in the Help Center.
Tr a i n i n g D a t a b a s e
The training database, trng_database, enables you to generate graphs and
reports related to the training of ModelCHECK users. The data fields stored in the
trng_database table follow:
UserIdUser ID
CourseIdTraining course ID
108
location VARCHAR(256),
cost VARCHAR(256),
grade VARCHAR(256));
INSERT INTO trng_database
VALUES('austin','101','Fundamentals of Drawing', to_
date('2002-01-11','YYYY-MM-DD'), 'PTC', 'Jack
Webb','Dallas','1500','Good');
For more details, refer to the ModelCHECK online Help in the PTC Creo Help
Center.
User Database
The user database, user_database, enables you to generate graphs and reports
related to the details of the ModelCHECK users.
The data fields stored in the user_database table follow:
UserIdUser ID
lastnameLast name
firstnameFirst name
middlenameMiddle name
phoneTelephone number
extensionExtension number
info1Information
109
For more details, refer to the ModelCHECK Online Help in the PTC Creo Help
Center.
Using Fonts
PTC provides 42 third-party TrueType fonts and the default PTC fonts with your
software. In addition, you can also use any TrueType font available on Windows.
The third-party TrueType fonts include 13 different font styles. If you are running
a PTC Creo application in Chinese Traditional or Chinese Simplified, you can use
two additional TrueType fonts:
Chinese Traditional
Chinese Simplified
New fonts appear in the current font list in Detailed Drawings and Sketcher. PTC
fonts are listed first, followed by the third-party fonts supplied by Agfa
Corporation.
TrueType fonts are stored in the <creo_loadpoint>\<datecode>\
Common Files\text\fonts folder. You can change this default location by
placing the fonts in another folder and setting the value of the pro_font_dir
configuration option to this folder. PTC Creo applications use the fonts in the
folder specified by the pro_font_dir configuration option.
The following table lists the TrueType fonts, their corresponding file names, and
whether the font supports kerning. Kerning controls the space between certain
pairs of characters, improving the appearance of the text string. Kerning is a
characteristic of the particular font.
Font Name
Blueprint MT
Blueprint MT Bold
CG Century Schoolbook
CG Century Schoolbook Bold
110
bluprnt.ttf
Supports
Kerning
No
bluprntb.ttf
No
File Name
schlbk.ttf
schlbkb.ttf
Yes
Yes
cgomg.ttf
Supports
Kerning
Yes
Yes
No
CG Omega Bold
cgomgb.ttf
No
cgomgbi.ttf
No
CG Omega Italic
cgomgbit.ttf
No
CG Times
cgtime.ttf
No
CG Times Bold
cgtimebd.ttf
No
cgtimebi.ttf
No
CG Times Italic
cgtimeit.ttf
No
Font Name
CG Century Schoolbook Bold Italic
CG Century Schoolbook Italic
CG Omega
File Name
schlbkbi.ttf
schlbki.ttf
garamdi.ttf
Yes
Yes
Yes
Yes
Yes
No
Garamond Halbfett
garamdb.ttf
No
Garamond Antiqua
garamd.ttf
No
garamdbi.ttf
No
Garth Graphic
gargra.ttf
Yes
gargrabl.ttf
Yes
gargrabi.ttf
Yes
gargrai.ttf
Yes
Grotesque MT
grotesq.ttf
No
Grotesque MT Bold
grotesqb.ttf
No
CG Triumvirate
CG Triumvirate Bold
CG Triumvirate Bold Italic
CG Triumvirate Condensed Bold
CG Triumvirate Italic
Garamond Kursiv
Microstyle Extended
Microstyle Extended Bold
Neographik MT
SackersEnglishScript
Shannon
Shannon Bold
trium.ttf
triumb.ttf
triumbi.ttf
triumcb.ttf
triumi.ttf
neograph.ttf
Yes
Yes
Yes
sackengs.ttf
No
shanno.ttf
Yes
Yes
microex.ttf
microexb.ttf
shannob.ttf
111
sparton4.ttf
Supports
Kerning
Yes
Yes
Yes
sparton12.ttf
Yes
sparton12b.ttf
Yes
Symbol
symbol.ttf
No
CG Triumvirate Inserat
triin.ttf
No
Font Name
Shannon Extra Bold
Shannon Oblique
Spartan Four MT
File Name
shannoeb.ttf
shannoo.ttf
If required, you can purchase additional TrueType and OpenType fonts. For
information, contact Monotype Imaging at www.fonts.com.
When you work with PTC Creo applications, you use two categories of fonts:
O p e n Ty p e F o n t S u p p o r t
PTC Creo applications provide additional support for OpenType fonts. These
fonts are based on Unicode for multilanguage support. OpenType fonts offer an
expanded character set and layout features. In PTC Creo Parametric, you can use
these fonts in Sketcher to define geometry from sketched text and in Detailed
Drawings to place drawing notes. OpenType fonts contain kerning information.
You can enable or disable it to adjust the spacing between letters.
Note
PTC does not provide any OpenType fonts for general use with the PTC Creo
applications.
112
font_chinese_cn
Supported locale
Simplified Chinese
font_chinese_tw
Traditional Chinese
font_hebrew
Hebrew
font_japanese
Japanese
font_korean
Korean
font_latin
Font name
Av a i l a b l e S y s t e m F o n t s f o r M e n u I t e m s
To specify the font for menu items, set the configuration file option menu_font.
The value for this option is the name of the font file supported by the X-server
running the PTC Creo applications. The fonts are listed in the C o n t r o l P a n e l under
F o n t s . The font for text in PTC Creo application window headers is determined by
the setting of your window manager.
113
Note
Characters through 146 are defined in ascii.src. The remaining characters
are defined in latin_1.src.
To use the European LATIN_1 characters, use one of the following procedures:
Make sure your keyboard is set up for the appropriate language. A specific set
of LATIN_1 characters is available with each keyboard language setting.
Use a key sequence specific to your machine type to produce the desired
character. If necessary, contact your hardware vendor for additional
information.
D i s p l a y i n g t h e Te x t S y m b o l P a l e t t e i n
PTC Creo Parametric
To display the Te x t S y m b o l palette:
1. Open a drawing and click I n s e r t N o t e to create a note.
2. Select a location on the drawing to place the note. The Te x t S y m b o l palette
appears.
3. Click on a symbol in the palette.
Alternatively, you can create a new symbol. PTC Creo Parametric represents
special symbols with standard ASCII characters.
To use special symbols in drawing notes, follow these steps:
1. Enter the sequence CTRL+A.
2. Enter the ASCII character that represents the special symbol.
3. Enter the sequence CTRL+B.
When you create a new symbol, you should either redefine an existing character to
the new symbol or create a new special symbol font. You can add new special
symbols to the font file, special.src, by defining the graphic representation.
114
Font Definition
PTC Creo defines fonts using two sets of parameters:
Comment lines in font definition source files are preceded with the # character.
These parameters do not define the actual size of characters. They establish
relative coordinates for stroking the character in the graphics windows. You
control the actual size of text and symbols using the appropriate options in a PTC
Creo application. In case of PTC Creo Parametric, you can change the actual size
of text in drawings only.
Te x t P a r a m e t e r s
Text parameters for a given font are specified only once, at the head of the font
file, and are used for every character definition in the file.
Note
The exception to this is the proportional fonts, such as Iso, Leroy, and Cal_
grek, which require you to specify a specific width for each character. The
following parameters define a character box with a grid (where <n> is an
integer):
115
If you set ics to 1, each character definition must contain an individual width
setting to determine the placement of the next character.
If you do not specify ics, the system assumes it is 0, and the system ignores
individual width settings.
Note
The filled font has the same codeset as ASCII. Therefore, only one or the
other can exist in the font.ndx file.
If you set it to 1, all closed polygons in the character definitions are filled
(refer to the section Filled Font Definition on page 122).
If you do not specify this parameter, the system uses the default value 0.
fixed_width<n>Can be 0 or 1.
If you set it to 0, you can control the font width by using the text_width_
factor option or by modifying the text width manually.
The following figure illustrates the text parameters that define a font.
116
When you modify text parameters, consider how the font will appear in text with
other fonts. Fonts used in the same text line (such as ASCII and LATIN_1 for
European languages, or ASCII and special) must be compatible. Altering one font
might create inconsistency in appearance and placement.
For example, changing the base_offset value at the top of the font file affects
the positioning of all the font characters, relative to the text baseline, as shown in
the following figure.
117
The following figure shows the effect of the fixed_width parameter on the
calculation of character width.
118
Character Parameters
Below the text parameters section, a font file contains an individual definition for
each character. A character definition contains the following information:
First lineAn ASCII character, in double quotes, that represents the character
to be drawn. For ASCII and filled primary fonts, it is the character itself.
Special characters also use ASCII characters to represent them. The LATIN_1
fonts use the decimal and hexadecimal codes representing the character.
Second line (optional)Individual width value (used only if ics is turned on).
Definition Commands
The drawing definition of characters and special symbols in the font files is done
with the following commands (where <X> and <Y> are integers):
[m<X>, <Y>]This command moves an imaginary pen to the grid point (X,
Y).
[d<X>, <Y>]This command draws a line from the current position to grid
point (X, Y).
For each font, you can use 63 or fewer grid points to create characters and
symbols. PTC Creo provides optimum values, giving adequate character
definition with a minimal grid. Enter characters centered or left-justified
119
within a character box, depending on how you decide to draw them. The
following figure illustrates text justification.
You can change a font file to alter the appearance of any given font. Consider the
ASCII font definition for the character A, both in the original and modified
form.
If you modify the text parameters without redefining the character parameters, the
appearance of the fonts changes. For example, if you change the grid height from
the default value of 16 to 20, the character appears smaller. Because the character
was originally defined with a maximum grid value of 16, the original ratio was 16/
16; after the change, the ratio is 16/20. Therefore, the new text height appears to
be 80 percent of the original height.
120
codeset: 0
height: 16
width: 16
base_offset: 4
gap: 0
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The following figure illustrates how ASCII characters are mapped. Note that
ASCII characters are defined in a character box consisting of 16x16 grid spaces.
All characters have modifiable width and are centered within a character box.
codeset: 0
height: 63
width: 48
base_offset: 16
gap: 0
polygons: 1
ics: 1
In the filled font, characters are mapped within 63 vertical grid spaces. However,
the width for each character is different. The ics parameter (set to 1) tells the
system to ignore the global width parameter given at the top of the file. Instead,
the system uses the individual character width, which precedes each character
definition, to map a character.
Define the outline of a filled character by drawing polygons (closed loops). When
the polygons parameter at the top of a font file is set to 1, the PTC Creo
application fills with color any closed polygon drawn in a character definition.
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codeset: 4
height: 38
width: 36
xextent: 63
spec_height: 24
base_offset: 8
ascender: 6
fixed_width: 1
ics: 1
gap: 4
In the special font, all characters are defined in 38 vertical grid spaces. Each
character has an individual width declared in front of its definition. To establish
spacing between character boxes, the gap parameter is set to 4. The following
figure illustrates the definition of the special font character.
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L AT I N _ 1 F o n t D e f i n i t i o n
The following text parameters define the LATIN_1 font:
codeset: 2
height: 40
width: 32
xextent: 63
spec_height: 24
base_offset: 8
ascender: 8
fixed_width: 0
ics: 0
gap: 0
The LATIN_1 font is defined with a character box of 40x32 grid spaces. All
characters have constant width and are centered in the character box. In the double
quoted line above the character definition, the decimal and hexadecimal code
representing the character is shown, as follows:
code <decimal> <hex>
The following figure illustrates how to map a LATIN_1 character.
124
125
Note
If you modify the ASCII font definitions, it alters the appearance of the
default font in every PTC Creo application.
H o w t o S e t Yo u r F o n t a s t h e D e f a u l t
1. Rename your file to ascii.src.
2. Recompile the ascii.src file using the compile_font command to
produce a local ascii.fnt file.
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cp /usr/pro/text/usascii/ascii.src custom.src
(primary font with codeset 0)
cp/usr/pro/text/usascii/special.src symbols.src
(special symbols font with codeset 4)
2. Edit the source files to include all the required definitions and changes.
vi custom.src
vi symbols.src
3. Copy the compile_font script from the directory <creo_loadpoint>/
<datecode>/Common Files/<machine_type>/obj into the same
local working directory.
cp /usr/pro/i486_nt/obj/compile_font
4. Compile the font files.
compile_font custom.src custom.fnt
compile_font symbols.src symbols.fnt
5. Create a new index file to reference the compiled font files. Note that the
index file name does not need to be the same as the primary font name. If the
custom font created is not a primary font (codeset 0), be sure to include a font
with a codeset of 0 in the index file. In this example, the new font index file
references both customized font files (primary and special symbols).
myfont.ndx (new customized .ndx file)
custom (new custom primary font (codeset 0))
latin_1 (system extended ASCII font(codeset 2))
symbols (new special symbols font (codeset 4))
This font index file references the new customized special symbols font only.
It uses the system default primary font.
myfont2.ndx (new customized .ndx file)
ascii (system default primary font (codeset 0))
latin_1 (system extended ASCII font (codeset 2))
symbols (new special symbols font (codeset 4))
You can use the new font in the following ways:
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To use the font as a global auxiliary font, place the .src and .ndx files in
the <creo_loadpoint>\<datecode>\Common Files\text\
<language> directory.
To set the new font as the system default, rename the primary source and
compiled font (codeset of 0) files to ascii.src and ascii.fnt,
respectively. The system font.ndx file already references the ASCII font
file and, therefore, does not need to be modified. Locate the new ascii.src
and ascii.fnt files in the appropriate directories (see the previous section
that describes how to use the font as a global auxiliary font). Note that the
system overrides the original ascii.src and ascii.fnt files, unless you
first rename them.
The next time you start a PTC Creo application, it uses the new custom font as
the system default font.
mv custom.src /usr/pro/text/usascii/ascii.src
mv custom.fnt /usr/pro/i486_nt/text/usascii/ascii.fnt
C u s t o m i z i n g t h e Te x t S y m b o l P a l e t t e f o r P T C C r e o
Parametric
You can customize fonts and add symbols and characters to the Te x t S y m b o l
palette in PTC Creo Parametric from the special font file. You can also replace,
reorder, or remove symbols using the text symbol palette layout file.
How to Add New Symbols to the Text Symbol Palette
1. Customize the special font file, special.src, using the method described
in the section Using Fonts on page 110.
2. Add a definition for each of the new symbols that you want to insert in the
Te x t S y m b o l palette and associate an ASCII code to the symbol.
3. Create new images for each of the symbols that you have defined in the
customized special font file.
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4. Save the images as sp_#.gif where # is the ASCII code of the image
defined in the special font file. For example, you can save an image as sp_
133.gif, where 133 is the ASCII code that is associated with the image.
5. Store all the image files in the <creo_loadpoint>/<datecode>/
Common Files/text/resource directory.
6. Define a text symbol palette layout file and save this file in your working
directory. See the next section, How to Create a Text Symbol Palette Layout
File on page 129, for details.
7. In your config.pro file, set the value of the configuration option
custom_text_symbol_palette_file to point to the full path of the
customized text symbol palette layout file. For example, for a file named my_
custom_palette.txt and saved in the D:\my_parametric\my_
custom_palette.txt directory, set the configuration option as follows:
custom_text_symbol_palette_file D:\my_parametric\my_
custom_palette.txt
This path enables PTC Creo Parametric to display the Te x t S y m b o l palette
according to the settings in the customized layout file.
8. Create or modify a drawing in a new session of PTC Creo Parametric, and
verify the presence of the customized Te x t S y m b o l palette.
How to Create a Text Symbol Palette Layout File
After you have created images files for the symbols that you have defined in the
special font file, create a text symbol palette layout file using this procedure:
1. Create a file with .txt extension in your working directory, for example,
my_custom_palette.txt.
2. Specify an integer in the first line of the file. This integer represents the
number of columns in the Te x t S y m b o l palette in PTC Creo Parametric.
3. Specify integers on all other lines of the file. These integers must represent the
ASCII codes of the symbols for the Te x t S y m b o l palette. The integers must lie
from 32255.
On every line separate each of the ASCII codes with one space. The order of
the ASCII codes in the file represents the order of the symbols in the Te x t
S y m b o l palette. For additional information, see Examples of the Text Symbol
Palette Layout File on page 131.
129
ANSI Code
33
99
101
103
107
100
97
108
102
106
114
104
34
105
ISO Code
133
136
138
140
146
137
135
147
139
145
148
141
134
144
When creating images, ensure that the height and width of the images does not
exceed 16 pixels and 24 pixels, respectively.
The file must contain only integers. All nonintegers are treated as spaces.
130
Place the same number of ASCII codes on each row as the integer that you
have specified in the first line of the file. This listing approximates the
appearance of the customized Te x t S y m b o l palette in PTC Creo Parametric.
Use the ASCII codes for the dtl options carefully. The usage of these
symbols in a drawing changes between ANSI and ISO according to the value
that you set for the detailing setup option, gtol_symbols_same_size.
If you specify #1.15 in the first row of the text symbol palette layout file,
PTC Creo Parametric ignores the crosshatch (#) character. One column is
displayed in the Te x t S y m b o l palette. The decimal point (.) after 1 is ignored.
The integer 15 is taken as the first ASCII code but is ignored. Only those
ASCII codes from 32255 are displayed in the Te x t S y m b o l palette.
60
60 61 62
61
35 37 68
62
65 66 70
35
75
37
68
65
66
70
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AV I C o m p r e s s i o n C o d e c s
You can capture an AVI file using the third-party compression codecs installed on
your system. PTC does not provide codecs that support AVI compression. A
warning message appears when you try to capture an AVI file under the following
conditions and the process aborts prematurely:
131
You have not installed or licensed the compression codecs correctly on your
windows system.
Insert the PTC Creo Parametric parameter data as searchable metadata in the
PDF file.
Modify the font types, color, style, and resolution of the PDF output.
Insert PTC Creo Parametric drawing text and numerical values as searchable
and selectable content in the PDF file.
Insert bookmarks for the various PTC Creo Parametric layers, sheets, zones,
flag notes, and revision tags.
For more details, see the Interface Help available in the PTC Creo Parametric
Help Center.
Browser Requirements
PTC Creo browser runs in the Creo agent and uses the engine of the Internet
Explorer (IE) by default.
The multi-process architecture of IE browser allows PTC Creo to run the
embedded browser in the out-of-process mode. That is, the IE browser runs as a
separate process that is not within the PTC Creo process.
The Creo agent is the same across all PTC Creo applications. Therefore, the 32-bit
embedded browser is the same across different PTC Creo applications.
132
When PTC Creo applications are connected to the same Creo agent, you can only
use a single browser type in a session of a PTC Creo application. You cannot
change the browser type in the session. To change the browser type, you must exit
the current session of the application and all other PTC Creo applications. You
must then make sure that the Creo agent process is not running before you specify
another browser type and restart the PTC Creo application.
You can specify the PTC Creo browser to use the embedding engine of the
Internet Explorer (IE) browser. Before you start a PTC Creo application, ensure
that the value of the windows_browser_type configuration option in your
config.pro file is set as follows:
U s i n g P T C C r e o Vi e w E x p r e s s t o O p e n
PTC Creo Objects
The PTC Creo objects that you can open using PTC Creo View Express follow:
File Extension
.asm
.dft
F i l e Ty p e
Assembly file
Draft file
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File Extension
.dgm
F i l e Ty p e
Diagram file
.pic
Drawing file
Format file
Picture file
.prt
Part file
.rep
Report file
.mfg
Manufacturing file
.sec
.drw
.frm
On Windows, double-click a file with a registered PVX extension to open the file
in Internet Explorer.
F i l e Ty p e
Assembly file
Diagram file
Drawing file
Format file
Layout file
Manufacturing file
.prt
Markup file
Part file
.sec
.mrk
If a PTC Creo session is not running and you double-click an object in Windows
Explorer, the PTC Creo application startup configuration file dialog box opens.
You are prompted to select a file from the list of available configuration files.
Upon selecting the required startup configuration file, a PTC Creo session is
started using the selected configuration file. The selected object is loaded in this
PTC Creo session.
If multiple sessions of PTC Creo applications are running, the selected object is
loaded in the session that you started first.
JavaScript Security
In PTC Creo, a JavaScript bridge is used so that the JavaScript code inside a
displayed HTML page interacts with the PTC Creo application. For example,
F e a t u r e i n f o reports, folder content listings, and new connection registrations all
use the JavaScript bridge for security purposes.
A PTC Creo application automatically activates the JavaScript bridge only from
pages generated by the application or Windchill Solutions. If a page generated
from another source tries to access the PTC Creo application through the
JavaScript bridge, a warning message appears and the operation is stopped.
Take one of the following actions:
If the URL in the message is from an unreliable source, contact your system
administrator and avoid accessing this page again.
If the URL in the message is from a reliable source, such as a PTC Windchill
Solution, contact Technical Support.
135
D
Installing and Configuring PTC
Quality Agent
Overview ................................................................................................................ 138
Installing PTC Quality Agent..................................................................................... 138
Configuring PTC Quality Agent................................................................................. 138
Preferences ............................................................................................................ 139
Data Filters ............................................................................................................. 139
Pending Data .......................................................................................................... 140
Last Sent ................................................................................................................ 141
Using Quality Agent................................................................................................. 142
Uninstalling PTC Quality Agent................................................................................. 142
137
Overview
PTC Quality Agent is an application that gathers and sends reports to PTC on the
performance and usage of PTC Creo applications. It also reports the system
information of a user. It serves as a medium to help PTC improve the quality of its
products.
Note
When customizing a PTC Creo application, if you clear the E n a b l e Q u a l i t y
A g e n t r e p o r t i n g check box on the A p p l i c a t i o n C u s t o m S e t t i n g screen , this
selection supersedes the selection that you made on the A p p l i c a t i o n S e l e c t i o n
screen. PTC Quality Agent reporting is not enabled in this case.
You can install PTC Quality Agent on a host computer or a network location
depending on where you are installing your PTC Creo application. If you are
running a PTC Creo application from a remote host computer or a network
location, set the quality_agent_path configuration option in your
config.pro to access PTC Quality Agent. Specify the complete installation
path of PTC Quality Agent (for example, <creo_loadpoint>\%PRO_
MACHINE_TYPE%\obj\qualityagent.exe) as the value of the
configuration option.
138
The tabs on the above dialog box show the configurable settings.
Preferences
If you have write permissions to the PTC Quality Agent installation folder and
files, specify the frequency for the collection and transfer of the product and
system information to PTC using the P r e f e r e n c e s tab. Set the frequency to
M o n t h l y , Q u a r t e r l y , or B i a n n u a l l y .
Note
A user without write permissions to the installation folder can view the
preferences but cannot change the settings.
Data Filters
If you have write permissions to the PTC Quality Agent installation folder and
files, click the D a t a F i l t e r s tab. Select specific information to be blocked from
being transferred to PTC.
139
Note
You cannot filter information that PTC considers mandatory. Those check
boxes are unavailable.
The customized preferences and data filters are stored at <All User
Profiles>\Application Data\PTC\QualityAgent\Filters.
Pending Data
For each PTC Creo application you have installed, you can view the collected
product and system information on the P e n d i n g D a t a tab.
140
On the active application tab, click a button to perform the following actions:
is active, sends the product and system information for PTC Creo Direct to the
database.
S e n d v i a e - m a i l Sends a report in ASCII format as an e-mail attachment to a
designated PTC Technical Support Engineer. For example, if the P T C C r e o
D i r e c t tab is active, you can send a report for PTC Creo Direct to a PTC
Technical Support Engineer or to your e-mail address.
Last Sent
For each PTC Creo application you have installed, you can view on the L a s t S e n t
tab, the product and system information that was last collected and transferred to
PTC.
141
142
1. Click S t a r t C o n t r o l P a n e l P r o g r a m s a n d F e a t u r e s . The U n i n s t a l l o r c h a n g e
a p r o g r a m screen appears.
2. In the application list, click P T C Q u a l i t y A g e n t .
3. Click U n i n s t a l l . A confirmation dialog box opens.
4. Click Ye s to remove Quality Agent.
143
E
Installing PTC MKS Platform
Components
Overview ................................................................................................................ 146
Installing PTC MKS Platform Components ................................................................ 146
145
Overview
You must install P T C M K S P l a t f o r m C o m p o n e n t s 9 . x along with the P T C C r e o
P a r a m e t r i c I n t e r f a c e f o r C A D D S 5 component during PTC Creo Parametric
installation to work with CADDS 5 parts and assemblies within PTC Creo
Parametric. P T C M K S P l a t f o r m C o m p o n e n t s 9 . x is a third-party application that
supports the following functions:
Copies the necessary startup files and libraries required to work with CADDS
5 files into a separate installation directory.
146
F
Installing the PTC Creo
Applications in Silent Mode
Guidelines and Advantages of a Silent Installation ..................................................... 148
Strategies for the Mass Deployment of PTC Creo Applications ................................... 149
Workflow for a Silent Installation ............................................................................... 150
Command Syntax for a Silent Installation .................................................................. 152
Locating the XML Files ............................................................................................ 153
Editing the XML Files ............................................................................................... 154
Editing the PROPERTY Node .................................................................................. 154
Editing the SHORTCUT Node .................................................................................. 156
Editing the PSF Node .............................................................................................. 157
Editing the QUALITY_AGENT Node ......................................................................... 158
Editing the LANGUAGE Node .................................................................................. 158
Editing the PACKAGE Node ..................................................................................... 159
Editing the CDSECTION Nodes ............................................................................... 159
Uninstalling the PTC Creo Applications in Silent Mode ............................................... 160
Installing and Uninstalling Client-Side Components in Silent Mode.............................. 160
Installing PTC Quality Agent and PTC MKS Platform Components in Silent
Mode ........................................................................................................ 162
Updating the Registry File ........................................................................................ 162
147
You must run the Assistant only from the DVD when installing the PTC Creo
applications for the first time.
You cannot generate and download a license or install PTC License Server in
silent mode. The installer cannot connect to PTC.com in silent mode. Hence,
the license sources must already be accessible to all the computers on which
the application software will subsequently be run. The silent installation
process will neither validate any license nor attempt to access the license
sources.
Note
If you change the installation folder structure of an installed PTC Creo
application, uninstall or reconfiguration utilities may not work properly
for that installation of the PTC Creo application.
Some of the advantages of a silent installation follow:
148
You can source all the configuration settings, such as installation location,
license source list, and startup commands, for installing a PTC Creo
application from an XML file.
149
Note
If you have installed the PTC Creo applications on your local computer
and have also run the silent installation process, you need not update
the registry file.
After the silent installation is complete, if you want to reconfigure the
installation using PTC Installation Assistant, you must explicitly
provide the license source information on the L i c e n s e I d e n t i f i c a t i o n
screen.
Wo r k fl o w f o r a S i l e n t In s ta l l a t i o n
A system administrator can follow the workflow described below for a silent
installation of one or more PTC Creo applications on a network location or on a
client computer:
1. Perform a typical product installation with the configuration that you want to
use for future installations.
a. Open a command shell and run setup.exe from the root directory of the
DVD. PTC Installation Assistant starts.
b. On the Welcome screen click I n s t a l l n e w s o f t w a r e .
c. On the L i c e n s e I d e n t i f i c a t i o n screen perform one of the following
operations:
150
Note
Downloading a license file or installing PTC License Server must be
done in a separate installation session.
Note
Edit the qualityagent.xml and mkscomponents.xml files, and
set the value of the install attribute to yes.
2. Copy one or more PTC Creo application specific XML files, along with the
creobase.p.xml,qualityagent.xml, and mkscomponents.xml
151
152
Command Syntax
setup.exe xml
<file1> [-licfeat_
preference <string>]
setup.exe
progressbar xml
<file1>
Description
as it is originally generated from an initial
installation. Without this argument, the default
license feature list is taken from the XML file.
[Optional] Prepends the preferred license
feature names to the default license feature list.
Specify the preferred names within quotes or as
a space-separated list without parentheses.
Without this argument, the default license
feature list is used as is.
[Optional] Displays the indicative progress bar
during the installation using the XML file.
153
Application Files
PTC Creo application
files
File Name
<app_name>.p.xml
File Location
<creo_loadpoint>\
Creo 3.0\
<datecode>\
<app_name>\bin\
pim\xml
<creo_loadpoint>\
Creo 3.0\
<datecode>\
Common Files\
bin\pim\xml
For example, if you have installed PTC Creo Parametric, the XML file
pma.p.xml is stored at <creo_loadpoint>\Creo 3.0\<datecode>\
Parametric\bin\pim\xml. The XML file for the Common Files folder is
stored at <creo_loadpoint>\Creo 3.0\<datecode>\Common Files\
bin\pim\xml\creobase.p.xml.
Note
PTC recommends you not to edit the XML files unless there is a specific need
to do so.
You can edit only those nodes that are documented in the subsequent sections.
The nodes in the XML file may differ for various PTC Creo applications.
154
I N S TA L L B A S E
Use the INSTALLBASE name attribute to change the root path for installing the
PTC Creo applications in the current session. You can change the INSTALLBASE
name attribute in the PTC Creo applications (<app_name>.p.xml) and
Common Files (creobase.p.xml) XML files. The default value is usually the
PTC folder under the Program Files folder.
Note
Ensure that you specify same root path in the PTC Creo applications (<app_
name>.p.xml) and Common Files (creobase.p.xml) XML files.
LP and CREOCOMMONFILES
The permitted editing of the LP and CREOCOMMONFILES property values is
limited to changing or removing the whitespace characters. For example, you can
change Creo 3.0 to Creo_3.0 or Creo3.0. Similarly, you can change
155
Note
The CREOCOMMONFILES attribute is used by all the PTC Creo applications
that are installed at the common loadpoint. When editing this attribute in an
XML file, make sure to edit the value of this attribute in the XML files of all
the individual applications installed at the same loadpoint.
You can use the command line argument translate_lp_path_space to
remove whitespace characters instead of manually editing the LP and
CREOCOMMONFILES name attributes. See Command Syntax for a Silent
Installation on page 152 for more information on translate_lp_path_
space.
Ed i t in g t h e S H ORT C U T N o d e
A SHORTCUT node represents shortcut definitions associated with certain
package nodes. A SHORTCUT node is processed in order to create the shortcuts
for a package that is being installed. In a SHORTCUT node, you must edit only the
create attribute for each of the PROGRAMSMENU, STARTMENU, DESKTOP,
and QUICKLAUNCH subnodes. A value Y set for the create attribute creates the
shortcuts.
A sample SHORTCUT node in an XML file that creates a shortcut only in the
Programs menu is as shown:
<SHORTCUT allusers="Y" id="pma_shortcut">
<NAME>Creo Parametric [VERSION]</NAME>
<ICON>[LP]/install/nt/parametric.ico</ICON>
<INDEX>0</INDEX>
<PATH>[LP]/bin/parametric.exe</PATH>
<WIN7APPID>PTC.Creo_Parametric</WIN7APPID>
<PROGRAMSMENU create="Y" installed="Y">PTC Creo</PROGRAMSMENU>
<STARTMENU create="N"/>
<DESKTOP create="N"/>
156
<QUICKLAUNCH create="N"/>
</SHORTCUT>
FEATURE_NAME
DESCRIPTION
Va l u e
Provide a list of license sources separated
by semicolons. The license sources can be
node-locked license files or server-based
port@host identifiers.
Provide a list of FLEXnet license-to-run
features separated by spaces. The feature list
is followed by a list of additional options
within parentheses. Choose the options to
acquire at startup.
Identify the PSF run definition to be used by
the software wrapper program (for example,
parametric.exe) in case multiple PSF
run definitions exist. The software wrapper
program then opens a dialog box with a list
of descriptions for launching the startup
definition profile.
A sample PSF node and its subnodes in an XML file are as shown:
<PSF dest="[LP]/bin/parametric.psf" id="parametric" installed="Y"
name="parametric" source="psf_templates.xml>
<EXE>parametric.exe</EXE>
<LICTYPE name="CreoPma"><Creo Parametric</LICTYPE>
<PREFIX>CREOPMA PROE</PREFIX>
<DESCRIPTION>Creo Parametric (default)</DESCRIPTION>
<LICENSE_IDENTIFIERS>7788@localhost</LICENSE_IDENTIFIERS>
<FEATURE_NAME>CREOPMA_CUSTOMER ()</FEATURE_NAME>
<DFOR_PATH>%PRO_DIRECTORY%\libs\dfor\lib</DFOR_PATH>
<CV_ENV_HOME>%PRO_DIRECTORY%\%PRO_MACHINE_TYPE%\CV140</CV_ENV_HOME>
</PSF>
157
158
E d i t i n g t h e PA C K A G E N o d e
PACKAGE nodes in an XML file represent the required and the optional packages
selected for a PTC Creo application on the C u s t o m i z e dialog box of the Assistant.
There may be many PACKAGE nodes in an XML file. You can edit the following
attribute of the PACKAGE node:
Attribute
Va l u e
install
For a specific PACKAGE node, set this
attribute to Y or N depending on whether you
want to install the package with the PTC
Creo application. For a parent package with
multiple child packages, set the install
attribute of the parent package to Y to install
any of its child packages.
A sample PACKAGE node in an XML file follows:
<PACKAGE hidden="N" install="Y" label="ModelCHECK name="modelcheck"
parent="creooptions" required="N">
</PACKAGE>
For each LANGUAGE node, locate the CDSECTION nodes with the language
attribute reflecting the appropriate language.
Then locate the CDSECTION nodes with the platform attribute reflecting the
appropriate operating system.
Finally locate the CDSECTION nodes with the name attribute reflecting the
package to be installed with the PTC Creo application.
If all the attributes for the above nodes are to be considered for the installation, set
the install attribute of the CDSECTION node to Y. Otherwise, set the attribute
to N.
A sample CDSECTION node in an XML file follows:
<CDSECTION install="Y" installed="Y" location="[CREOCOMMONFILES]/[SHIPCODE]"
name="ModelCHECK" size="7126314>
159
For example, to uninstall PTC Creo Parametric in silent mode, enter the following
command:
C:\>"C:\Program Files\PTC\Creo 3.0\<datecode>Parametric\bin\uninstall.exe" -quiet
You must navigate to the installation directory of each PTC Creo application to
silently uninstall it. In case the Common Files folder is installed, uninstalling
the last PTC Creo application referencing the Common Files folder removes
this folder automatically.
Only the PTC Creo Platform Agent component get installed when you perform
installation of any of the PTC Creo applications on a client computer. Refer to the
following sections for the command-line syntax to run the installers for each of
these components.
PTC Creo Platform Agent
Open a command shell and enter a command to install or uninstall PTC Creo
Platform Agent in silent mode:
Install PTC Creo Platform Agent at the default location using the following
command:
"<dvd>:\install\addon\creoagent_32_64.msi" /passive
Uninstall PTC Creo Platform Agent installed at the default location using the
following command:
msiexec /uninstall "<dvd>:\install\addon\creoagent_32_64.msi"
/passive
160
start /w starts the application from the command prompt and waits for
the application to terminate
To uninstall PTC Creo View Express in silent mode, enter the following command
in a command shell:
msiexec.exe /x <dvd>:\install\addon\pvx32_64\pvexpress\
CreoView_Express_32_64.msi /qn
Note
Running the PTC CreoView_Express_32_64.msi file alone does not
completely install PTC Creo View Express unless certain software
prerequisites are met. Microsoft C++ Runtimes, OpenGL 1.1 or later, and
Arbortext IsoView (optional) are required for installing and running PTC Creo
View Express directly using the MSI file.
161
For more information on installing and uninstalling PTC Creo View Express in
silent mode, see Chapter 7, Deploying Creo View and Customizing the
Installation, in Installing PTC Creo 3.0: Creo View.
Use this file to perform client configuration changes (registry edits) on a client
computer on which you did not run the silent installation process. For example,
the client computer can be the one that runs the software from a network
installation. It can also be the one that received a copy of the installation.
The default location of the registry file for some of the PTC Creo applications is
as shown:
C:\Program Files\PTC\Creo 3.0\<datecode>\Parametric\bin\pim\xml\created.reg
Merge the entries of this file with another file you are using on the client
computer.
162
G
Port Usage by Creo Applications
163
E n v i r o n m e n t Va r i a b l e S e t t i n g
Set PTCNMSPORT using C o n t r o l P a n e l
System Advanced system settings
E n v i r o n m e n t Va r i a b l e s .
Note
You cannot set this environment
variable in your .psf file.
164
Application
Creo application. If it is not
installed, Windows registry is used
to store the port values. This
application runs on the client
workstation and uses the same host
TCP/IP communication protocol
for all the processes on that
workstation.
xtop.exeConnects to
creoagent, nmsd, and pro_
comm_msg to open a few
dynamically allocated ports. This
application uses the same host
TCP/IP communication protocol
for all the processes on a
workstation.
creoagent.exe
Uses dynamically allocated ports
to connect to all the PTC Creo
applications. This application uses
the same host TCP/IP
communication protocol for all the
processes on a client workstation.
Async TK AppsUse dynamically
allocated ports to connect to pro_
comm_msg.exe on a client
workstation.
ConvertersUse dynamically
allocated ports to connect to
desktop-based PTC Creo
applications on a client
workstation.
CreoViewUses dynamically
allocated ports to communicate
with browser plugins, nmsd, and
comm_brk_svc.exe on a client
workstation.
E n v i r o n m e n t Va r i a b l e S e t t i n g
Not supported.
Not supported.
Not supported.
Not supported.
Not supported.
165
Application
comm_brk_svc.exe
Uses dynamically allocated ports
to support communication between
xtop.exe, third-party CAD
software, and Creo View sessions.
PTC Creo Distributed Services
ManagerUses the TCP/IP
communication protocols between
multiple workstations.
The executable
dbatchc.exe is the dbatch
client interface that runs on a
client workstation. This
interface communicates with
the Service Manager dsq.exe
located on a different
workstation.
E n v i r o n m e n t Va r i a b l e S e t t i n g
Not supported.
166
S e t t i n g a N o n d e f a u l t Ve n d o r D a e m o n P o r t
Different procedures for setting a nondefault vendor daemon port on the lmgrd
and lmadmin follow. If you are running lmgrd as the license server manager,
use the following procedure:
167
5. Type the port@hostname value corresponding to the new server under the
S o u r c e column. For example, the port and the host name can be
7788@myhostname. Click
to add any new license sources.
6. Click N e x t .
7. Click I n s t a l l and then click E x i t .
168
H
D i s t r i b u t e d C o m p u t i n g Te c h n o l o g y
for PTC Creo Parametric
Overview of Distributed Computing ........................................................................... 170
Interactions between the Controller and the Agent ..................................................... 170
Supported Functions ............................................................................................... 170
Configuring Workstations for Distributed Computing................................................... 171
169
One or more agents running on the workstations. These agents could be the
PTC Creo Parametric sessions running as server processes.
Note
Distributed Computing is suitable only for multiobject design studies.
Supported Functions
Distributed Computing technology supports the following functions:
Workstations with multiple CPUs are leveraged so that an agent process exists
for every CPU (depending on the system load average).
170
Note
Avoid using distributed computing when dispatching jobs across fire
walls.
Co n f i g u r i n g Wo rk s ta ti o n s fo r Di s t r i b u t e d
Computing
System administrators can configure the workstations after installing PTC Creo
Parametric as follows:
1. From the available workstations, choose the ones to participate in distributed
computing sessions.
2. Run the dcadsetup script on each participating workstation. This script
starts a required daemon process for distributed computing. No other setup
task is required.
3. To shut down the daemon process and thus disable a workstation from
participating in distributed computing sessions, run the dcadshutdown
script.
4. Optionally, register the dcadsetup command within the boot script of a
workstation. This command enables the workstation for distributed computing
after it is shut down and restarted.
171
I
Tr o u b l e s h o o t i n g Ti p s
This appendix documents common problems that occur when you install PTC
software and PTC License Server. This appendix also provides general debugging
techniques and cites other sources of information available from the PTC Web
site.
173
Online Information
See www.ptc.com/support/index.htm for a wealth of how-to information for new
and experienced users, including order and license support. The Technical Support
page provides online tools and other support services. You can search the
Knowledge Base of over 14,000 technical documents or download reference
documents. For information on FlexNet Publisher diagnostic environment
variables, consult the FlexNet Publisher License Administration Guide.
Tr o u b l e s h o o t i n g L i s t
Skim through the following list of problems to find any that appear to be the same
as the one you are experiencing. The information is presented in the following
format.
Symptom: Describes the problem.
Cause: Lists the cause of the problem.
Solution: Provides steps to resolve the problem.
X t o p I c o n D i s a p p e a r s f r o m t h e Ta s k b a r
Symptom: An Xtop icon appears for a few seconds in the taskbar and quickly
disappears.
Cause: Network configuration settings are not properly set.
Solution: Make sure that the network settings are in accordance with the
Suggested Technique for Configuration of a workstation for executing the PTC
Creo application.
174
Look for a file in the startup location called std.out and see if there are
references to network errors. If there is a line that states Exception Code Was
-1073741819, make sure the latest graphics driver is installed. The most recent
graphics driver can be downloaded from the manufacturer's Web site. An
alternative is to set the config.pro option graphics win32_gdi.
Invalid Licenses
Symptom: You receive the error message Invalid license.
Cause: Licensing information is inaccurate.
Solution: Return to the F L E X n e t l i c e n s e e d i t o r and verify that the information
entered is exactly as it appears in your License Pack. If no licenses are listed,
return to the F L E X n e t l i c e n s e e d i t o r and ensure no text is highlighted.
If all licenses are listed as invalid, verify that the PTC Host_ID in the
License Pack corresponds with what you see in the F L E X n e t l i c e n s e e d i t o r . For
example, one server line and one daemon line represent a single server. Three
server lines and one daemon line represent a fault-tolerant or Triad configuration.
Remove all the lines that do not pertain to the PTC HOST_ID.
Your incremental lines must have no blank lines. Verify that all continuation
characters (\) are at the end of each line, except for the last line. If some licenses
are valid while others are invalid, find the invalid feature name lines in the
License File window and correct the text.
If you received your license codes via e-mail, remove any extraneous text such as
the header and footer. Another option is to delete the invalid license in the
F L E X n e t l i c e n s e e d i t o r window.
Troubleshooting Tips
175
F l e x N e t P u b l i s h e r F a i l s t o S t a r t ( Tr i a d
Configurations)
Symptom: PTC License Server does not start after a Triad server is installed and
configured.
Cause: The following requirement has not been met: two of the three partners of
the Triad configuration must be running (Quorum) before licenses can be
distributed.
Solution: Go to a shell window or a command prompt and change into the
<FLEXnet_Installation_Directory>\bin. Type in ptcstartserver.
M o d e l C H E C K M e t r i c s To o l D i s p l a y P r o b l e m s
While using the Web-based ModelCHECK Metrics Tool, you may encounter
problems with the display of the graphs and reports in the Internet Explorer or the
Mozilla browser. Causes of the problem and possible solutions follow:
Cause: The path to the Image Directory is not specified in the new_admin.xml
configuration file. If specified, it may be incorrect. Solution: Verify the location of
the Image Directory and the path specified in the new_admin.xml
configuration file. If found incorrect in the new_admin.xml file, specify the
correct path, and deploy the Metrics Tool again.
Cause: The Apache Web server is not up and running or is not available. Solution:
Verify if the Apache Web server is up and running and start the Apache Web
server, if required. Before starting the server, make sure that the location of the
Image Directory is valid and exists.
Cause: The DocumentRoot path in Apache\conf\httpd.conf file is not
set properly. Solution: Specify the DocumentRoot path correctly. If the problem
persists, specify the Image Directory location to match the DocumentRoot path.
Cause: The Metrics Tool displays the connection pool exhausted error.
Solution: Check the values for M a x . A c t i v e C o n n e c t i o n s , M a x . I d l e C o n n e c t i o n s ,
and M a x . Wa i t f o r C o n n e c t i o n in the D a t a S o u r c e s page of the Tomcat Web Server
Administration Tool. Increase the value of M a x . A c t i v e C o n n e c t i o n s and M a x . I d l e
C o n n e c t i o n s and start the Metrics Tool again.
Note
Make sure that you click C o m m i t C h a n g e s on the Tomcat Web Server
Administration Tool when you edit information in the D a t a S o u r c e s page.
176
imagedirLinkThe link to the Image Directory that stores the images of the
graphs and reports in the metrics tool.
Troubleshooting Tips
177
J
Wo r k f l o w f o r I n s t a l l a t i o n a n d
Configuration
Workflow for Generating Licenses for the PTC Creo Applications................................ 180
Workflow for Installing the PTC Creo Applications ...................................................... 181
Workflow for Reconfiguring the PTC Creo Applications .............................................. 182
This chapter provides simple workflows for generating licenses and installing and
reconfiguring the PTC Creo applications. The workflow is presented as a
flowchart for each of these processes. If you have received a license file via e-mail
from PTC License Management, use that license file instead of the product codes
for licensing. After the installation, you can configure the installation of
applications like PTC Creo Parametric for units of measurement or drawing
standards.
179
Wo r k fl o w f o r G e n e r a ti n g L i ce n s e s fo r t h e
PTC Creo Applications
180
Wo r k fl o w f o r I n s ta l l i n g t h e P T C C r e o
Applications
181
Wo r k fl o w f o r R e c o n fi g u r i n g th e P T C C r e o
Applications
182
Glossary
Te r m
Definition
Application Program
Interface (API)
183
Te r m
datecode
daemon line
Definition
customized Web page, which you can then use to
automate and streamline aspects of your
engineering process.
An API that enables adding of functionality to
PTC Creo Parametric using the C programming
language.
A visual basic toolkit, Visual Basic API allows
developers to create VB.NET or VBA applications
to access a PTC Creo Parametric session.
PTC Creo Plastic Advisor simulates mold filling
for injection molded plastic parts and provides
designers with immediate, easy access to reliable
manufacturing feedback and advice.
A Computer Aided Engineering application. It
helps you simulate the physical behavior of a
model and understand and improve the mechanical
performance of your design. You can directly
calculate stresses, deflections, frequencies, heat
transfer paths, and other factors, showing you how
your model will behave in a test lab or in the real
world using this application.
A PTC application used to view, mark up, interact,
and collaborate on all forms of digital product
data. It is a scaled-down version of PTC Creo
View.
A unique number to identify a specific version of
PTC software. The datecode can be found printed
on the jacket of the software DVD.
An entry in the license file that defines
The name of the PTC daemon, which is a
customized software program that grants and
denies floating PTC licenses by reading the
license file
educational license
184
Te r m
evaluation license
feature line
Definition
a time-bound license.
An evaluation license allows use of a software
product for a trial period.
The feature or increment line is an entry in the
license file that describes the product that the user
is allowed to use, as well as any optional software
products that are associated with that license.
Following is a sample of the feature line:
INCREMENT PROE_Engineer ptc_d 33.0 01-jan-2011
1\
BC24AFC5B76BB74C9366
VENDOR_STRING="VSVER=2.0 \
LO=(0,3,6,7,10,17,32,34,40,45,
48,51,55,\
61,62,66,69,71,73,77,97,106,108,115,126,\
127,128,133,135,137,158,163,188,191,210)"\
SUPERSEDE vendor_info="VIVER=1.0 \
EXTERNAL_NAME=" \
ISSUER=PTC ISSUED=01-sep-2006 \
NOTICE="PTC_customer" SN=SCN12344,SCN765431\
SIGN2="169C A28A E97F E96E 0A3E
563B FDEB\
4510 829E 4BF4 25D3 2394 0444 2FD4 6C23 0168\
A8A5 AEBE 54B0 1FF6 B79B DC75 2014 A278 33CC\
1B90 8647 6A12 F4D6 45BF"\
feature name
FlexNet Publisher
floating license
hardware reconfiguration
increment line
installation directory
intellectual property
Glossary
185
Te r m
Definition
install number
license
license borrowing
license client
license file
license information
license-locked
license-locked option
license management
license management
software
license server
186
Te r m
Definition
Glossary
187
Te r m
product prefix
Pro/BUNDLE
PTC daemon
PTC Host ID
reconfigurations
server line
silent mode
silent installation
startup command
188
Definition
node-locked license does not match the CPU ID of
the machine running the software, then the license
cannot be used on that machine. Node-locked
licenses can be counted or uncounted.
This standard prefix corresponds to a particular
product. This product prefix might be used as a
prefix within a feature name, such as PROE_
Engineer_12345, where 12345 is the
Configuration ID.
A type of floating optional module that is
comprised of several existing optional modules.
PTC licensing recognizes the bundled software as
a single licensed entity.
A utility that appears as a toolbar that enables the
user to start and close other applications during a
PTC Creo Parametric session.
The PTC vendor daemon (ptc_d) runs on the
license server and works with the FlexNet
Publisher daemon. It manages license usage by
reading the PTC license file. The PTC daemon
also contains the authentication information for
PTC license security.
The number used to uniquely identify your
machine. This is the same number used in PTClm,
called the CPU ID. Also referred to as the machine
address.
A utility with menus, dialog boxes, and screens for
obtaining licenses and installing PTC Creo
applications.
The process of modifying the configuration of
software (moving modules from one license to
another).
An entry in the license file that identifies the
server or servers that distribute the software.
A nongraphics mode for installing and uninstalling
software using command-line arguments.
The process of installing software using
command-line arguments.
The command that is used to start an installed
Te r m
Thumbnail viewer
trail file
triad servers
uncounted node-locked
license
Glossary
Definition
software product. The startup command is created
during installation and is associated with at least
one license from the license management
component. Modules that are in separate feature
lines can also be associated with the startup
command. When a startup command is executed,
the associated licenses and modules are
automatically licensed for use by the user who
executed the startup command.
A Windows-only utility for viewing thumbnails of
objects outside PTC Creo Parametric.
A trail file records the procedures the end user
performed while running a PTC Creo session.
A configuration of three license servers on the
same network that work together to manage a pool
of floating licenses.
A node-locked license whose permission to use
the license is managed by the PTC application, not
the license server. Unlimited number of uncounted
node-locked license sessions can be run on a
single machine at one time.
189
Index
A
ASCII font definition, 96-99, 101-102,
104, 110, 112, 114-115, 119, 121-124,
131-133, 135
B
borrowed licenses, 73-76, 80-81, 8384, 86
browser requirements
PTC Creo, 96-99, 101-102, 104,
110, 112, 114-115, 119, 121-124,
131-133, 135
Windows, 96-99, 101-102, 104, 110,
112, 114-115, 119, 121-124, 131133, 135
C
CDSECTION nodes
editing, 147-150, 152-154, 156-160,
162
character
box, 96-99, 101-102, 104, 110, 112,
114-115, 119, 121-124, 131-133,
135
definitions, 96-99, 101-102, 104,
110, 112, 114-115, 119, 121-124,
131-133, 135
modifying, 96-99, 101-102, 104,
110, 112, 114-115, 119, 121-124,
131-133, 135
parameters, 96-99, 101-102, 104,
110, 112, 114-115, 119, 121-124,
131-133, 135
client-side components
D
defining components, 41, 43, 47
Distributed Computing technology,
169-171
documentation
191
conventions, 7, 10
192
H
Help Center
enabling context-sensitive Help
from a custom location, 61, 63, 65
installing locally, 61, 63, 65
I
installation
update installation, 69-71
installing
API Toolkits, 41, 43, 47
Direct Modeling Converter, 41, 43,
47
interface tools, 41, 43, 47
Pro/CDT, 41, 43, 47
Pro/FEM-POST, 41, 43, 47
PTC Creo applications, 33-34
PTC Creo Distributed Batch, 41, 43,
47
TCP/IP on Windows requirements,
23, 25
Verification Models, 41, 43, 47
interactions
controller and agent, 169-171
interface for PDF, 96-99, 101-102,
104, 110, 112, 114-115, 119, 121-124,
131-133, 135
interface tools, installing, 41, 43, 47
J
JavaScript bridge, 96-99, 101-102,
104, 110, 112, 114-115, 119, 121-124,
131-133, 135
JavaScript security, 96-99, 101-102,
104, 110, 112, 114-115, 119, 121-124,
131-133, 135
L
LANGUAGE node
editing, 147-150, 152-154, 156-160,
162
LATIN_1 font definition, 96-99, 101102, 104, 110, 112, 114-115, 119,
121-124, 131-133, 135
license borrowing, 73-76, 80-81, 8384, 86
determining status, 73-76, 80-81,
83-84, 86
early return, 73-76, 80-81, 83-84, 86
initiating, 73-76, 80-81, 83-84, 86
overview, 73-76, 80-81, 83-84, 86
license simplification
advantages, 73-76, 80-81, 83-84, 86
general information, 73-76, 80-81,
83-84, 86
overview, 73-76, 80-81, 83-84, 86
technical information, 73-76, 80-81,
83-84, 86
license types, 73-76, 80-81, 83-84, 86
licenses
borrowed, 73-76, 80-81, 83-84, 86
extended, 73-76, 80-81, 83-84, 86
floating, 73-76, 80-81, 83-84, 86
refreshing, 73-76, 80-81, 83-84, 86
updating codes, 69-71
lmadmin
overview, 89-91
lmgrd and lmadmin
differences, 89-91
Index
M
mass-deployment
installation strategy, 147-150, 152154, 156-160, 162
ModelCHECK, 96-99, 101-102, 104,
110, 112, 114-115, 119, 121-124,
131-133, 135
ModelCHECK Metrics Tool, 96-99,
101-102, 104, 110, 112, 114-115, 119,
121-124, 131-133, 135
databases, 96-99, 101-102, 104, 110,
112, 114-115, 119, 121-124, 131133, 135
deploying, 96-99, 101-102, 104,
110, 112, 114-115, 119, 121-124,
131-133, 135
installing, 96-99, 101-102, 104, 110,
112, 114-115, 119, 121-124, 131133, 135
modifying
PTC Creo, 69-71
N
network connection
troubleshooting, 73-76, 80-81, 8384, 86
node-locked license, 73-76, 80-81, 8384, 86
O
Open Type font, 96-99, 101-102, 104,
110, 112, 114-115, 119, 121-124,
131-133, 135
193
P
PACKAGE node
editing, 147-150, 152-154, 156-160,
162
Portable Document Format, 96-99,
101-102, 104, 110, 112, 114-115, 119,
121-124, 131-133, 135
exporting, 96-99, 101-102, 104, 110,
112, 114-115, 119, 121-124, 131133, 135
program shortcuts on Windows for
PTC Creo applications, 41, 43, 47
PROPERTY node
editing, 147-150, 152-154, 156-160,
162
PSF node
editing, 147-150, 152-154, 156-160,
162
PTC Creo
browser requirements, 96-99, 101102, 104, 110, 112, 114-115, 119,
121-124, 131-133, 135
updating, 69-71
utilities, 96-99, 101-102, 104, 110,
112, 114-115, 119, 121-124, 131133, 135
PTC Creo applications
compatibility, 33-34
completing installation, 49, 51, 54,
57, 59
customizing, 41, 43, 47
removing installation, 49, 51, 54, 57,
59
specifying directory permissions, 49,
51, 54, 57, 59
starting, 49, 51, 54, 57, 59
uninstalling, 147-150, 152-154, 156160, 162
PTC Creo View Express, 96-99, 101102, 104, 110, 112, 114-115, 119,
121-124, 131-133, 135
PTC Installation Assistant, 11, 16
194
Q
QUALITY_AGENT node
editing, 147-150, 152-154, 156-160,
162
R
registry file
updating, 147-150, 152-154, 156160, 162
requirements
Windows, 23, 25
restrictions
FlexNet Publisher, 73-76, 80-81, 8384, 86
S
SHORTCUT node
editing, 147-150, 152-154, 156-160,
162
shortcuts
T
TCP/IP, 73-76, 80-81, 83-84, 86
installation requirement, 23, 25
text
base offset, 96-99, 101-102, 104,
110, 112, 114-115, 119, 121-124,
131-133, 135
characters, 96-99, 101-102, 104,
110, 112, 114-115, 119, 121-124,
131-133, 135
parameters, 96-99, 101-102, 104,
110, 112, 114-115, 119, 121-124,
131-133, 135
modifying, 96-99, 101-102, 104,
110, 112, 114-115, 119, 121-124,
131-133, 135
width, 96-99, 101-102, 104, 110,
112, 114-115, 119, 121-124, 131133, 135
text fonts
ASCII definition, 96-99, 101-102,
104, 110, 112, 114-115, 119, 121124, 131-133, 135
Index
U
uninstalling
PTC Creo applications, 49, 51, 54,
57, 59
update installation, 69-71
utilities
lmtools, 96-99, 101-102, 104, 110,
112, 114-115, 119, 121-124, 131133, 135
lmutil, 96-99, 101-102, 104, 110,
112, 114-115, 119, 121-124, 131133, 135
PTC Creo, 96-99, 101-102, 104,
110, 112, 114-115, 119, 121-124,
131-133, 135
195
W
Web browser requirements, 96-99,
101-102, 104, 110, 112, 114-115, 119,
121-124, 131-133, 135
Windows
browser requirements, 96-99, 101102, 104, 110, 112, 114-115, 119,
121-124, 131-133, 135
creating program shortcuts for PTC
Creo applications, 41, 43, 47
temporary directory, 96-99, 101102, 104, 110, 112, 114-115, 119,
121-124, 131-133, 135
workstations for distributed computing
configuring, 169-171
X
XML file
editing, 147-150, 152-154, 156-160,
162
locating, 147-150, 152-154, 156160, 162
Xtop icon, 173-175
196