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  • PTCNavigate Installation andConfiguration Guide

    PTC Navigate Framework Extension 1.2.1PTC Navigate View PLM App Extension 1.3PTC Navigate View ALM App Extension 1.1

  • Copyright 2016 PTC Inc. and/or Its Subsidiary Companies. All Rights Reserved.

    User and training guides and related documentation from PTC Inc. and its subsidiary companies (collectively"PTC") are subject to the copyright laws of the United States and other countries and are provided under alicense agreement that restricts copying, disclosure, and use of such documentation. PTC hereby grants to thelicensed software user the right to make copies in printed form of this documentation if provided on softwaremedia, but only for internal/personal use and in accordance with the license agreement under which theapplicable software is licensed. Any copy made shall include the PTC copyright notice and any otherproprietary notice provided by PTC. Training materials may not be copied without the express written consentof PTC. This documentation may not be disclosed, transferred, modified, or reduced to any form, includingelectronic media, or transmitted or made publicly available by any means without the prior written consent ofPTC and no authorization is granted to make copies for such purposes. Information described herein isfurnished for general information only, is subject to change without notice, and should not be construed as awarranty or commitment by PTC. PTC assumes no responsibility or liability for any errors or inaccuraciesthat may appear in this document.

    The software described in this document is provided under written license agreement, contains valuable tradesecrets and proprietary information, and is protected by the copyright laws of the United States and othercountries. It may not be copied or distributed in any form or medium, disclosed to third parties, or used in anymanner not provided for in the software licenses agreement except with written prior approval from PTC.

    UNAUTHORIZED USE OF SOFTWARE OR ITS DOCUMENTATION CAN RESULT IN CIVILDAMAGES AND CRIMINAL PROSECUTION.

    PTC regards software piracy as the crime it is, and we view offenders accordingly. We do not tolerate thepiracy of PTC software products, and we pursue (both civilly and criminally) those who do so using all legalmeans available, including public and private surveillance resources. As part of these efforts, PTC uses datamonitoring and scouring technologies to obtain and transmit data on users of illegal copies of our software.This data collection is not performed on users of legally licensed software from PTC and its authorizeddistributors. If you are using an illegal copy of our software and do not consent to the collection andtransmission of such data (including to the United States), cease using the illegal version, and contact PTC toobtain a legally licensed copy.

    Important Copyright, Trademark, Patent, and Licensing Information: See the About Box, or copyrightnotice, of your PTC software.

    UNITED STATES GOVERNMENT RIGHTS

    PTC software products and software documentation are commercial items as that term is defined at 48 C.F.R. 2.101. Pursuant to Federal Acquisition Regulation (FAR) 12.212 (a)-(b) (Computer Software) (MAY 2014)for civilian agencies or the Defense Federal Acquisition Regulation Supplement (DFARS) at 227.7202-1(a)(Policy) and 227.7202-3 (a) (Rights in commercial computer software or commercial computer softwaredocumentation) (FEB 2014) for the Department of Defense, PTC software products and softwaredocumentation are provided to the U.S. Government under the PTC commercial license agreement. Use,duplication or disclosure by the U.S. Government is subject solely to the terms and conditions set forth in theapplicable PTC software license agreement.

    PTC Inc., 140 Kendrick Street, Needham, MA 02494 USA

  • Contents

    About the PTC Navigate Installation and Configuration Guide.........................................5

    PTC Navigate Overview...............................................................................................7Product Requirements for PTC Navigate 1.3...........................................................8Release Updates for PTC Navigate........................................................................9Installing PTC Navigate.......................................................................................12Upgrade Overview..............................................................................................18Known Issues and Considerations for PTC Navigate .............................................21Changing the Language Setting...........................................................................22

    PTC Navigate View PLM App Extension .....................................................................25PTC Navigate View PLM App Extension Product Overview....................................26Product Requirements for PTC Navigate View PLM App Extension ........................27Installing PTC Navigate View PLM App Extension.................................................29Configuring PTC Navigate View PLM App Extension .............................................30Configuring ThingWorx Single Sign-On when Connecting to Windchill ....................35Tailoring PTC Navigate View PLM App Extension..................................................43

    PTC Navigate View ALM App Extension .....................................................................67PTC Navigate View ALM App Extension Product Overview....................................68Product Requirements for PTC Navigate View ALM App Extension .......................68Importing the PTC Navigate View ALM App Extension...........................................69Configuring PTC Navigate View ALM App Extension .............................................70Tailoring PTC Navigate View Requirements App ...................................................73Known Limitations in PTC Navigate View Requirements App .................................75

    PTC Navigate Reference Information..........................................................................79Advanced Customization.....................................................................................80Example Configuration Using SSL for Secure Communications..............................96Architecture of Single Sign-On.............................................................................99

    3

  • 1About the PTC Navigate

    Installation and ConfigurationGuide

    This guide is the PDF format of the documentation for the following products:

    PTC Navigate Framework Extension 1.2.1 PTC Navigate View PLM App Extension 1.3 PTC Navigate View ALM App Extension 1.1The same documentation set is available as a help center here: PTC Navigate HelpCenter.

    5

    http://support.ptc.com/help/navigate/13/en/http://support.ptc.com/help/navigate/13/en/

  • 2PTC Navigate Overview

    Product Requirements for PTC Navigate 1.3 .................................................................8Release Updates for PTC Navigate ..............................................................................9Installing PTC Navigate .............................................................................................12Upgrade Overview.....................................................................................................18Known Issues and Considerations for PTC Navigate....................................................21Changing the Language Setting .................................................................................22

    PTC Navigate provides viewing apps that allow you to quickly and easily accessspecific information stored in PTC products. The apps that you can view on thePTC Navigate landing page are based on the product extensions you haveimported. The PTC Navigate Framework Extension provides a platform for theapp extensions. For information on the apps available, see PTC Navigate ViewPLM App Extension Product Overview on page 26 and PTC Navigate View ALMApp Extension Product Overview on page 68.

    7

  • Product Requirements for PTC Navigate1.3This topic lists the product requirements for PTC Navigate. For information on theapp-related product requirements, see Product Requirements for PTC NavigateView PLM App Extension on page 27 and Product Requirements for PTCNavigate View ALM App Extension on page 68.

    Server Platform Support ThingWorx 7.1 only PostgreSQL 9.4.x, no less than 9.4.5 ThingWorx Utilities 7.1 Tomcat 8.0.33 Server operating system support

    Window Server 2012 Windows Server 2008 R2 SP1 Red Hat Enterprise Linux (RHEL) 7 Update 1

    For more information, see Installing PTC Navigate on page 12.

    Client Platform Support Java 8 Browser support

    Internet Explorer 11 and laterPTC Navigate does not support Internet Explorer compatibility mode.

    Firefox 35 and later Chrome 44 and later Safari 6.1.6 and later

    Note3-D Visualization is supported on Windows clients with Firefox or InternetExplorer only.

    Additional information can be found in the ThingWorx 7.1 System Requirements.

    8 PTC Navigate Installation and Configuration Guide

    http://support.ptc.com/WCMS/files/170232/en/ThingWorx_Platform_7.1_System_Requirements_1.0.pdf

  • Release Updates for PTC NavigateHere are the highlights of PTC Navigate 1.3.

    NoteYou must be logged in as an administrator to tailor apps.

    Tailor apps to display a link to the object in Windchill. For more information,see Common Tailoring for Apps on page 44.

    Tailor part apps to allow searches on effectivity date. For more information,see Common Tailoring for Apps on page 44.

    Tailor the View Parts List app to include design files and select which designfile relationships are appl