PTC LICENSE MANAGEMENT

-WEB TOOLS GUIDE-

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 Table of Contents

Contact License Management ................................................................................................3

Create and Manage a PTC Web Account ................................................................................4

Install available software licenses ..........................................................................................4

Move Licenses to a new Host ID .............................................................................................9

Download License File for an existing computer ...................................................................16

Advanced Search ...................................................................................................................15

Temporary Locked .................................................................................................................17

Rev UP (revision up) ...............................................................................................................18

Asset Management ................................................................................................................21

Address Management ............................................................................................................22

Contact Management ............................................................................................................23

Hardware Management .........................................................................................................24

ThingWorx 8.1+ and up & ThingWorx Navigate 1.6+ and License Allocation………………………26

Windchill Guide and License Allocation for Version 11.1+………………………………………………….29

ThingWorx Help Center……………………………………………………………………………………………………..28

Windchill Help Center………………………………………………………………………………………………………..34

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Contact License Management

You can either log a case on our Website, email us or call the License Management Department to
make license configuration related requests, obtain a software license report, or to follow up a
previous case.

Customer Case Logger

Cases can be logged online via the Customer Care Case logger (can be also found on the main page).

https://support.ptc.com/appserver/cs/cust_care_case_logger/CustomerCareCaseLogger.jsp

You should provide as much information as possible to help us understand your inquiry. For
products, such as Creo Elements Direct (former CoCreate), Integrity Modeler or Integrity
Requirements Connector (former Atego), it is recommended to add your previous license file as well
(Attachment area).

License Management can also be reached via email at [email protected].

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Preparing for your Call

In addition to Web tools, PTC provides phone support for license management requests. Before you
make your call to License Management, gather critical information for the LM representative.
Preparing this information in advance ensures a quicker and more efficient session.

The License Management representative will ask you for the following information to log a case:
• SCN (Service Contract Number) or SON (Sales Order Number)
• PTC Host ID
• Priority of the issue

Phone Support numbers are listed here:

http://support.ptc.com/appserver/support/csguide/csguide.jsp#150258-131282

Tracking Cases on the PTC Website

You can also use the PTC Website to track your License Management cases by using Case Tracker
located in the Technical Support section of the PTC Website. This application allows you to view
cases placed by your company to PTC Customer Service. Case Tracker provides searching, tracking,
and sorting capabilities. It also allows you to add your own comments to a case. When comments are
added, the LM representative assigned to your case is notified automatically.
https://support.ptc.com/appserver/cs/track/casetracker.jsp

Create and Manage a PTC Web Account

Please follow the steps presented here:

http://support.ptc.com/WCMS/files/166782/en/eSupport-Portal_CreatingaNewAccount_V1.0_en-
_April_2015.pdf

Install available software licenses

Go to PTC site, License Management page:

https://support.ptc.com/apps/licensePortal/auth/ssl/index
Make sure the correct customer number is associated with your web account.
You can manage your current web account using My Account section (top of the page).

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Enter the Sales Order Number in the Quick Licensing section.
This information can be found in the Shipment Confirmation Letter.

The products included in the sales order number are returned. The products are returned at package
level (orderable). To see their full components, you can choose to expand the package.

Depending on their status, the packages are categorized and returned in different tabs: Available,
Installed or Expired. Each tab has a different set of licensing actions available.

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Review the components (serviceable) within a package. The type of the package, quantity, support
end date and all related information is returned based on the main component of the package.

Please read the important notes listed at the bottom of the page.

Select the available packages that you want to install on your computer. The computer is identified
by a Host id (Mac address). Please make sure you have this information on hand.

To identify your Host ID (MAC address) correctly, please check the following steps:
START -> run -> cmd (ENTER) -> ipconfig/all (ENTER) and the Physical Address listed under the
Ethernet Adapter Local Area Connection header is the Host ID.

More information can be found here:

http://support.ptc.com/appserver/wcms/standards/freefull_cskdb.jsp?im_dbkey=90575&icg_dbkey
=900

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The quantity to be installed and the Host ID (MAC address) must be confirmed. In case you are
entering a new Host id (that doesn’t exist in PTC system), you are asked to confirm the Contact
person and the Site address by choosing from an existing list of values.

Once the information is populated for the new Host id, you can press Install License.

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A screen is returned to review the provided information.

A confirmation screen is displayed with your case number. Please write it down for future reference.
The License File should be received within a couple of hours.
Note that a confirmation email is also sent to your email address.

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Move Licenses to a new Host ID
Go to PTC site, License Management page:
https://support.ptc.com/apps/licensePortal/auth/ssl/index

Make sure the correct customer number is associated with your web account.
You can manage your current web account using My Account section (top of the page).

Enter the Sales Order Number in the Quick Licensing section.

This information can be found in the Shipment Confirmation Letter.

The products included in the sales order number are returned. The products are returned at package
level (orderable), to see their full components, you can choose to expand the package.

Depending on their status, the packages are categorized and returned in different tabs: Available,
Installed or Expired. Each tab has a different set of licensing actions available.

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Review the components (serviceable) within a package. The type of the package, quantity, support
end date and all related information is returned based on the main component of the package.

Please read the important notes listed at the bottom of the page.

Select the available packages that you want to move onto the new computer. The computer is
identified by a Host id (Mac address). Please make sure you have this information on hand.
To identify your Host ID (MAC address) correctly, please check the following steps:

START -> run -> cmd (ENTER) -> ipconfig/all (ENTER) and the Physical Address listed under the
Ethernet Adapter Local Area Connection header is the Host ID).

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More information can be found here:
http://support.ptc.com/appserver/wcms/standards/freefull_cskdb.jsp?im_dbkey=90575&icg_dbkey
=900

The quantity to be moved and the Host ID (MAC address) must be confirmed. In case you are
entering a new Host id (that doesn’t exist in PTC system), you are asked to confirm the Contact
person and the Site address by choosing from an existing list of values.

You must agree to Software Deinstallation Agreement’s terms.

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A screen is returned to review the provided information.

A confirmation screen is displayed with your case number. Please write it down for future reference.
The License File should be received within a couple of hours.
Note that a confirmation email is also sent to your email address.

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In the body of the email, you may notice that for each family product that can’t be handled online, a
case is logged to License Management team.

Also in case there are both Creo and Integrity products installed on the same Host id, the .zip archive
contains both types of files.

Download License File for an existing computer

Go to PTC site, License Management page:

https://support.ptc.com/apps/licensePortal/auth/ssl/index

Make sure the correct customer number is associated with your web account.
You can manage your current web account using My Account section (top of the page).

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Enter the Host id (Mac address) for which you need to retrieve the license file and press Download
button.
If the transaction is successful, you will receive a confirmation message.
In case an error occurs, a case is logged to License Management team.

The license file is usually delivered within a couple of hours. In the body of the email, you may notice
that for each family product that can’t be handled online, a case is logged to License Management
team.
Also in case there are both Creo and Integrity products installed on the same Host id, the .zip archive
contains both types of files.

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Advanced Search

Advanced Search section can be accessed from the main page and gives you the option to search,
review existing license configurations and perform different licensing actions on your products:

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You have the option to run a search based on different criteria such as: Sales Order Number, Host id,
Asset tag, Service Contract Number, Subscription number or Product Group.

All products associated with the entered value are returned and split in different tabs, depending on
their status (Available, Installed or Expired):

You may notice that additional information related to products is returned, such as Feature Name.

This piece of information can be correlated with the details from your license file and can make the
license file’s features easier to understand and match. Feature Name is only visible for products that
are currently or have been previously installed on a Host id.

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More information on Feature Name can be found here:
http://support.ptc.com/appserver/wcms/standards/freefull_cs.jsp?&im_dbkey=116182&icg_dbkey=
896#13

Temporary Locked

Floating Licenses can be converted to templock status – temporary locked. This change is applied and
maintain as long as the user decides to keep it. This templock flag can be removed once the user
decides the license can be switched back to Floating type.

Locked licenses can’t be converted to Floating using the same mechanism. The customer must
contact Sales/PTC reseller and purchase an Upgrade to allow him to change Locked licenses to
Floating.

More information on the type of licenses can be found here:

http://support.ptc.com/appserver/wcms/standards/freefull_cs.jsp?&im_dbkey=116182&icg_dbkey=
896#10

The product (package) is selected:

You can review the information entered in the Confirmation Screen:

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A confirmation message is returned:

Updated license file is sent via email and should be received within a couple of hours.

Rev UP (revision up)

Enter the search criteria that you have at hand:

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All the products associated with the value entered are returned. You may notice that some products
are not in the latest available version.
If the respective products are active on support, you can update their version to the latest released
one by selecting the packages and pressing the Rev Up option.

All available product families are displayed; you must select the one you are interested to update:

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The latest release version corresponding to the selected product family is returned. Press Submit.

A confirmation message is returned. The new license file(s) is(are) NOT automatically generated.
The Rev UP action is always performed at customer number level and affects all licenses of the
selected family product that are active on support. As the changes are not incautiously applied at
customer’s site, however a new license file can be generated from the Download option on the main
page as needed.

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More information on what a major release of software entails can be found here:

http://support.ptc.com/appserver/wcms/standards/freefull_cs.jsp?&im_dbkey=116182&icg_dbkey=
896#19

Asset Management

This section offers you the option of managing (create/edit/inactivate) your addresses, contact
persons and Host ids.

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Address Management

You can create, edit or inactivate an address by selecting the corresponding button on the page.
Note that for every action performed on an address (existing or new), a case will be created and
assigned to Customer Registration team for validation.

If you choose to Create an Address, you must fill in all necessary fields as displayed below. It is not
recommended to use special characters, only letters and numbers.

If you choose to inactivate a site, a confirmation message pops up. In case there is a Host id currently
associated with that site, another address (from the existing list) must be selected and assigned to
the respective Host id.

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Contact Management

You can create, edit or inactivate a contact person by selecting the corresponding button on the
page.

If you choose to create a new person, contact details have to be provided:

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If you choose to inactivate a contact, a confirmation message pops up:

Hardware Management

You can create, search for and edit a Host id using the options on this page.

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In case you want to create a Host id, all fields displayed below must be populated.
In case you want to create a Triad, different information has to be filled in.
Once done, Create Host id/Create Triad button must be pressed.

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Licensing Instructions for ThingWorx, ThingWorx Navigate and Windchill

ThingWorx 8.1+ and up & ThingWorx Navigate 1.6+ and License Allocation

The steps described in this document are for a disconnected state when the ThingWorx instance
cannot make a connection to the PTC Support portal to retrieve a license automatically.

The following licensing actions may not be available for non-administrator users. This access is not
determined by PTC. Contact your administrator if you require access.

ThingWorx Installation Guide Links

1. In the ThingworxPlatform folder created during Thingworx setup, open the

licenseRequestFile.txt file

2. Copy the Device Id value

3. Log into the PTC Support site using your existing credentials or create a new account.

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 4. Go to https://support.ptc.com/apps/licensePortal/auth/ssl/index and select Product from
the dropdown option

NOTE: By not clicking the Show Allocation link and just selecting the requested Product will return
a licensecapabilityresponse.bin file with all the licenses available and active on that particular
account.

5. Paste the Device Id value from the file into the Device Id field

“Device ID or Host ID uniquely identifies a PTC product specific instance. Device ids are used to link
entitlements to a specific instance of a PTC product, for example a Thingworx server.”

6. Click the “Retrieve” button

7. Go to location where license is downloaded
8. Copy license file to ThingworxPlatform folder

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 9. Rename to “license_capability_response.bin”
10. Either restart Thingworx or run “AcquireLicense” API from Licensing Subsystem

NOTE: By selecting the requested Product and by clicking the Show Allocation link a table will be
Populated on the Manage License page in the ThingWorx/ThingWorx Navigate/Windchill BOX

- Here you can manage all your licenses regarding Thingworx by inserting the necessary
quantity needed for each Thingworx/Navigate Product.

- The *Allocate column allows the user to edit the quantity of Thingworx/Navigate Products as
desired.

5. Paste the Device Id value from the file into the Device Id field
6. Click the “Retrieve” button
7. Go to location where license is downloaded
8. Copy license file to ThingworxPlatform folder
9. Rename to “license_capability_response.bin”
Either restart Thingworx or run “AcquireLicense” API from Licensing Subsystem

For more information please access the ThingWorx Help Center

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Windchill Guide and License Allocation for For Version 11.1+

The steps described in this document are for a disconnected state when the Windchill
instance
cannot make a connection to the PTC Support portal to retrieve a license automatically.

The following licensing actions may not be available for non-administrator users. This
access is not determined by PTC. Contact your administrator if you require access.

1. Login to Windchill as site administrator

2. Go to Site, Utilities, License Management

3. Under Settings tab, copy value assigned to HostID

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 4. Log into the PTC Support site using your existing credentials or create a new account.

5. Go to https://support.ptc.com/apps/licensePortal/auth/ssl/index and select Product

from the dropdown option

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NOTE: By not clicking the Show Allocation link and just selecting the requested Product will return
a licensecapabilityresponse.bin file with all the licenses available and active on that particular
account.

6. Paste the Device Id value from the file into the Device ID found in the Settings tab at
step 3 in to the Enter Device ID field.

“Device ID or Host ID uniquely identifies a PTC product specific instance. Device ids are used to link
entitlements to a specific instance of a PTC product, for example a Windchill server.”

7. Go back to Windchill and under the Settings tab browse to the location of the license
file.

8. Select process capability response

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NOTE: By selecting the requested Product and by clicking the Show Allocation link a table will be
Populated on the Manage License page in the ThingWorx/ThingWorx Navigate/Windchill BOX
- Here you can manage all your licenses regarding Windchill by inserting the necessary
quantity needed for each Windchill Product.

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 - The *Allocate column allows the user to edit the quantity of Windchill Products as
desired.

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 7. Go back to Windchill and under the Settings tab browse to the location of the license
file.

8. Select process capability response.

For more Technical Information on Windchill please visit the Windchill Help Center

https://support.ptc.com/help/windchill/wc111_hc/whc_en/index.html#page/Windchill_Help_Cen
ter%2FWHCCategories.html%23

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