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9.6.1 for DPM 9.6.0

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@mvulcano-ptc mvulcano-ptc released this 12 Jul 13:20
9.6.1
6e20b12
  • Updated for support with DPM 9.6

Bulk Import of Solution Data - Including DPM Master Data for DPM 9.6.0-b01

This tool provides the ability to import PTC TWX Solution Data into Thingworx. Documentation is provided for the generic approach as well as specific instructions and samples for DPM Data.

All content is provided as "Releases" and is not directly in the Git Repo. Cloning this Git Repo will not provide any content.

Data Import

Data Import is a solution developed by PTC Digital Transformation Solutions Engineering team that allows the user to import data, based on a configuration, from an excel file. Use this solution to:

  • Import rows of data from specific sheets inside an excel file
  • Configure what data is imported and how the data should be used

Download Contents

  • ptcsc.dataimport-9.6.1-extension-package.zip - Generic Data Import Extension Package. Install this if a generic data import solution is needed.
  • ptcsc.dataexport-9.6.1-extension-package.zip - Generic Data Export Extension Package. Install this if a generic data export solution is needed.
  • ptcdts.dpmdataimport-9.6.1-extension-package.zip - DPM Specific Data Import Extension Package. Install this if data import is needed for DPM Solution specifically.
  • ptcdts.dpmexport-9.6.1-extension-package.zip - DPM Specific Data Export Extension Package. Install this if data export is needed for DPM Solution specifically.
  • DPM.Master.Template.1.2.5.xlsx - The excel template sheet for DPM data
  • DPM.Sample.1.2.14.xlsx - A Sample excel load file spreadsheet for DPM Data Import Extension Package
  • DataImportUI.User.Manual.1.0.docx - Generic Data Import Building Block User Manual
  • DataExport.User.Manual.1.0.docx - Generic Data Export Building Block User Manual
  • DPMDataImport.User.Manual.1.0.docx - DPM Specific Data Import Building Block User Manual
  • DPMDataExport.User.Manual.1.0.docx - DPM Specific Data Export Building Block User Manual

Installation Prerequisites

The following requirements must be satisfied before Data Import can be installed:

  • A ThingWorx 9.6.0 Server must exist and the installer must have composer access
  • ThingWorx must be configured to allow importing extensions
  • DataImport is licensed with the 'PTC_Solution_Common' entitlement. ThingWorx must be registered with a valid license that contains this entitlement to import this extension.
  • If the Generic Implementation is being used, the PTC Common Building Blocks need to be installed. This can be done by downloading and installing the Solution Framework extension package: https://github.com/PTCInc/twx-solution-framework/releases/tag/9.6.1
  • If the DPM Implementation is being used, DPM needs to be installed. This can be obtained from the PTC Support Site: https://support.ptc.com

Installation Steps

Remove old versions (if needed)

Before proceeding, If these packages need to be installed on an environment that has a previous version of Data Import, the old versions must be removed before these new packages can be imported. The following steps will outline how to remove them:

  • Log into ThingWorx Composer as an Administrator that has access to import extensions.
  • In the left-side navigation menu, click the 'Manage' menu item (Gear Icon)
  • Select 'Installed Extensions' from the list that displays
  • In the table that is shown, scroll down to find the PTCDTS.DataImportImpl extension.
  • Click the 'X' in the same row to the left of the table to delete it.
  • Click 'Yes' in the dialog box that pops up.
  • Next, find the PTCDTS.DataImport extension.
  • Click the 'X' in the same row to the left of the table to delete it.
  • Click 'Yes' in the dialog box that pops up.
  • Follow the below steps to import the new packages, selecting the correct set of steps depending on if you are importing Generic or DPM Specific Data Import/Export packages.

Install Generic Data Import/Export Packages

The following steps will walk through how to install the generic Data Import and Export capabilities. If DPM Data Import/Export is required, skip to that section below.

  • Download ptcsc.dataimport-9.6.1-extension-package.zip and ptcsc.dataexport-9.6.1-extension-package.zip from the 'Assets' list below
  • Log into ThingWorx Composer as an Administrator that has access to import extensions
  • In the left-side navigation menu, click Import/Export button (Diverging Arrows Icon)
  • Click the 'Import' Sub-Menu
  • In the popup that displays, change the 'Import Option' to 'Extension'
  • Click the browse button and navigate to the folder location where ptcsc.dataimport-9.6.1-extension-package.zip
  • Select the zip archive and click the open button
  • Click the Import button. A confirmation should appear that the import was successful.
  • Repeat this for the ptcsc.dataexport-9.6.1-extension-package.zip extension package.
  • Navigate to PTC.Base.Manager thing
  • Execute the service 'InitializeSolution'. You must add the value '{}' to the deploymentConfig JSON input param in order for the service to execute.

Install DPM Specific Data Import/Export Packages

The following steps will walk through how to install the DPM Specific Import and Export capabilities. If a generic implementation is required instead, follow the steps above.

  • Download ptcdts.dpmdataimport-9.6.1-extension-package.zip and ptcdts.dpmexport-9.6.1-extension-package.zip from the 'Assets' list below
  • Log into ThingWorx Composer as an Administrator that has access to import extensions
  • In the left-side navigation menu, click Import/Export button (Diverging Arrows Icon)
  • Click the 'Import' Sub-Menu
  • In the popup that displays, change the 'Import Option' to 'Extension'
  • Click the browse button and navigate to the folder location where ptcdts.dpmdataimport-9.6.1-extension-package.zip
  • Select the zip archive and click the open button
  • Click the Import button. A confirmation should appear that the import was successful.
  • Repeat this for the ptcdts.dpmexport-9.6.1-extension-package.zip extension package.
  • Navigate to PTC.Base.Manager thing
  • Execute the service 'InitializeSolution'. You must add the value '{}' to the deploymentConfig JSON input param in order for the service to execute.

Usage

Open and view the PTCSC.DataImport.MainFrame_MU mashup to launch the Data Import user experience. It is also possible to get to Data Import when viewing other solutions.
Open and view the PTCSC.DataExport.MainFrame_MU mashup to launch the Data Export user experience. This mashup can be configured to display in an Admin Menu to embed the functionality inside of a Solution.

For detailed usage information, please visit the Data Import wiki: https://ssp.ptc.com/wiki/pages/viewpage.action?pageId=207258844

License

PTC Proprietary Freeware License

I accept the PTC End User License Agreement (https://www.ptc.com/en/documents/legal-agreements/on-premise-license-agreements) and agree that any software downloaded/utilized will be in compliance with that Agreement. However, despite anything to the contrary in the License Agreement, I agree as follows:

I acknowledge that I am not entitled to support assistance with respect to the software, and PTC will have no obligation to maintain the software or provide bug fixes or security patches or new releases.

The software is provided "As Is" and with no warranty, indemnitees or guarantees whatsoever, and PTC will have no liability whatsoever with respect to the software, including with respect to any intellectual property infringement claims or security incidents or data loss.

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