How to Install Windchill 10.2 M030 with SQL Server 2014 on Windows Server 2012 R2: Windchill PDMLink Installation Steps

The following steps are required to Install Windchill

     1.  Go to the unzipped software location and open the Windchill 10.2 M030 - PTC Solution Installer folder.

     2.  Double Click on the setup file.  You may get some security warnings that pop up.  Just click Open/Run.

     3.  Go through the prompts as below.

     4.  Select New Product Installation

     5.  Select PTC Windchill PDMLink

     6.  Scroll down and select both options under PTC Windchill Visualization.

     7.  Change the Database Software to SQL Server

     8.  Leave everything as is for the next two screens.

     9.  Choose if this will be a production server or not and deselect Configure to send and recieve system information.

     10.  Enter a new email address that is not used by any person.  This email address gets configured to have system event messages sent to it continuously so it would be best to keep it separate.  Enter your company name and ideally either SON or SCN.

     11.  Leave as is.

     12.  Change the drive and folder path in the Base Installation Directory section.  All folder paths below will follow the same convention.  Scroll down and change the drive path where the SQL database files will go (S drive in our case).

     13.  Leave as is.

     14.  Copy Web Server DNS Registered Host Name to Servlet Engine DNS Registered Host Name.

     15.  Leave as is.

     16.  Select Large (5000 MB) from Define Database Size.

     17.  Enter the password you used for the sa user from the SQL installation.  Scroll down and enter a username and password that Windchill will use to communicate with SQL (usually just pdmlink/pdmlink).

     18.  Enter "ldadmin" for the LDAP server Administrator Password and change the LDAP Base DN to be o=<company name> (spaces are allowed).  Scroll down and replace cn=Windchill_10.2, o=ptc with cn=Windchill, o=<company name from above> in all 3 sections.

     19.  Set the default wcadmin password (usually set to wcadmin).  Scroll down and set the Initial Organization Name.  This cannot be changed latter on so make sure you type it exactly as you want it.

     20.  Leave as is.

     21.  Change Windchill_10.2 to just Windchill in the In a new Program Group section.  Select Create Icons for All Users.

     22.  Browse to the location containing all unzipped Windchill discs.  Scroll down to make sure all are found.  You will not be able to continue without all of them.  The installer will let you know which you are missing.

     23.  Review and confirm all settings are correct (unencrypted password will show here as well).  Click Install.

     24.  Like before, you may receive the same security warning messages for every disc as it is being loaded.  Deselect Always ask before opening this file and click Run on all of them.

     25.  The installation can take anywhere from 15 min to 6 hours depending on type of hard drives used and speed of cpu.  You will see all green check marks when it is complete as below.  Click Done.

     26.  Windchill is automatically started after the installation.  You should see an empty Apache, a Server Manager, and a Method Server windows.

     27.  Open a web browser and go to the Windchill url which is case sensitive.  Make sure the "W" in Windchill is capitalized.  From the example, ours is http://plm.company.com/Windchill   Log in as wcadmin/wcadmin.

     28.  You should now be logged into Windchill with a similar window as below.  It is time to continue to the Post Installation Steps.

How to Install Windchill 10.2 M030 with SQL Server 2014 on Windows Server 2012 R2: SQL Server 2014 Installation Steps

Load the SQL disc and run the installation.

     1.  Click Installation

     2.  Click New SQL Server stand-alone installation or add features to an existing installation

     3.  Usually the product key is already entered for you.  If not, please enter it now to prevent license issues down the road.

     4.  Check the box next to I accept the license terms

     5.  Select SQL Server Feature Installation

     6.  Check the box next to all the features shown below.  These are the minimum required.  Don't worry about the installation directories at the bottom.  We'll tell you why later.

     7.  You can use a Named Instance if you would like but if Windchill is the only or first software being used with this SQL installation, the default instance is recommended.

     8.  Change all the accounts to use NT AUTHORITY\SYSTEM.  If this isn't listed by default in the drop down box, click << Browse... >>

     9.  Enter "system" and click Check Names

     10.  "SYSTEM" should now show up as below confirming it is a valid object.

     11.  Repeat for all other services that you can.  Change the Startup Type to Automatic.  Click Collation.

     12.  The default collation will not allow you to install Windchill.  You need to change the collation manually.  Click Customize...

     13.  Check the box next to Windows collation designator and sort order and set the collation as below to Latin1_General_100_CS_AS_SC.

     14.  Click Add Current User to add the Windows user you are logged in as an administrator.  Feel free to add other users as well with the Add... button.  Like in an earlier step, don't worry about the Data Directories in this section.  The Windchill install will allow you to specify where the active database files will go regardless of the settings here.

     15.  Select Mixed Mode (SQL Server authentication and Windows Authentication).  This will allow both the previously added windows users as well as a SQL account named "sa" to log in.  Depending on the password policy, it may take a few times to create a password that is accepted.  Be sure to make it a strong password as this account is used on almost all SQL installations.  You will be using the password in the Windchill install steps.

     16.  Click Install

     17.  Make sure everything shows a status of Succeeded and close the window.

     18.  Open up SQL Server Configuration Manager.  Expand SQL Server Network Configuration.  Select Protocols for MSSQLSERVER.  Right click on Named Pipes and click Enable.

     19.  Select SQL Server Services.  Right click and Restart all listed Services.

SQL Server is now installed and you are ready to install Windchill!