Title

Subtitle

Version 0.0 Month Year

INSTALLATION GUIDE

DFMPro for Creo Parametric

Version 4.6

March 2017

2

Copyright Notice

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3

Contents

DFMPro: Introduction ............................................................................................. 4

What is DFMPro for Creo Parametric (or, PTC Creo)? ...................................................................... 4

Scope of this manual......................................................................................................................... 4

Terms used in this manual ................................................................................................................ 4

Troubleshooting ................................................................................................................................ 5

System Requirements ............................................................................................. 6

Installation Information .......................................................................................... 7

Location of DFMPro after installation............................................................................................... 7

Prerequisites ..................................................................................................................................... 7

Other Prerequisites Required ........................................................................................................... 7

Installing DFMPro .................................................................................................... 8

Option-1: Using Installer (Recommended) ....................................................................................... 8

Option-2 Without installer .............................................................................................................. 11

License Configuration ........................................................................................... 12

License procurement made easy .................................................................................................... 12

Generate license request ................................................................................................................ 12

Types of DFMPro License ................................................................................................................ 13

Registration of DFMPro for Creo Parametric as an add-in ................................... 19

Through the installer ...................................................................................................................... 20

4

DFMPro: Introduction

What is DFMPro for Creo Parametric (or, PTC Creo)?

DFMPro is a Design for Manufacturability & Assembly (DFM/A) software developed by HCL

Technologies Limited Ltd. It is fully integrated within Creo Parametric®, solid modelling

software by PTC. DFMPro for Creo Parametric enables designers to check their designs for

manufacturability and assembly within the Creo Parametric software. It further optimizes

designs by suggesting corrective steps which need to be taken at various stages of iterative

design phase.

This chapter briefly introduces the various aspects involved in installing and activating the

DFMPro for Creo Parametric license.

Scope of this manual

This manual elucidates the installation procedure to be followed at the time of installing

DFMPro on Creo platform. Divided into six chapters, it covers only the technical aspects

involved in the installation of DFMPro for Creo.

Terms used in this manual

Following are some commonly used terms and abbreviation used in this manual-

Creo or Creo Parametric is a suite of design software owned and developed by PTC.

Creo or PTC Creo refers to Pro/ENGINEER (PTC made this announcement in the year

2010). Therefore, the term Creo, Creo Parametric and Pro/E substitute each other

throughout the document.

PTC or PTC, Inc is a software company which specializes in 2D & 3D design

PDM is the acronym for Product data Management, a tracking process commonly

used in the IT industry.

Local means Local computer

Prerequisites are packages which must be installed for the smooth functioning of

DFMPro for Creo Parametric.

5

The workflow for DFMProForCreoParametric_v4.6_x64_Setup_Creo3.exe mentioned

in this document can be followed for any of the installers listed below.

Troubleshooting

If you have any questions or concerns in relation to DFMPro license installation and

activation, please contact us at: dfmpro.support@geometricglobal.com.

6

System Requirements

This chapter details the system requirements (both Hardware and Software) for DFMPro for

Creo Parametric.

Before installing DFMPro for Creo Parametric, you need to ensure the fulfillment to the

following system requirement.

DFMPro Version 4.6.0.4451

Release Date 31/03/2017

Supported PTC Version PTC Creo Parametric 1.0 M065 and below version

PTC Creo Parametric 2.0 M240 and below version

PTC Creo Parametric 3.0 M110 and below version

Supported PDM/PLM Support PTC Windchill 10.1 and below version

Supported Microsoft Windows®

Operating Systems

Creo 1 & 2 support for 32-bit version of Windows 7, 8.1

and 10

Creo 3.0 support for 64-bit version of Windows 7, 8.1

and 10

Supported Language English

Recommended RAM Minimum: 4 GB

Recommended: 8 GB

This is typical configuration requirement. Actual memory

requirements and analysis time will vary based on size of

model and number of rules.

Disk Space Minimum: 4 GB

Kindly uninstall the previous version of DFMPro for Creo if any

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Installation Information

This chapter provides the installation details for DFMPro for Creo Parametric. The chapter

covers the following-

Location of DFMPro after installation

Prerequisites for installing DFMPro for Creo Parametric

Location of DFMPro after installation

When you install DFMPro, the application and database files are installed at following

locations.

Location of Application files

C:\Program Files\Geometric\DFMPro for Creo Parametric.

Application files include example parts, assemblies etc.

Location of Database Files

The data file for DFMPro can be located at

C:\ProgramData\GeometricLtd\DFMPro\DFMDataBase.

In case of absence of the database files in the user interface, copy the above mentioned path,

paste it in the windows search box and press Enter.

Prerequisites

Administrator Privileges: You must be logged in as Administrator with full privileges

when setting up or making changes in the DFMPro License Manager utility.

Any previous version of DFMPro for Creo Parametric must be uninstalled before the

installation on of DFMPro for Creo Parametric 4.6.0.4451.

The binaries (or, prerequisites) are automatically downloaded before the

installation of DFMPro for Creo Parametric 4.6.0.4451.

Other Prerequisites Required

Microsoft Excel 2007-2013 & 2016 for Excel Based Report

Internet 6.0 and above for XML Report

e-Drawings Viewer (if using eDrawings Report)

Download eDrawings viewer for free here.

8

Installing DFMPro

DFMPro for Creo Parametric can be installed by -

Option-1: Using Installer (Recommended)

A. Standard Installation: Creo Parametric installed on local computer

For x32 operating system, run DFMProForCreoParametric_v4.6_x86_Setup_Creo1-2.exe file

to install DFMPro for Creo Parametric.

The executable first searches for the prerequisites on computer. If prerequisites are not

found, it will first install those and then launch the installation for product.

Now follow the steps listed below:

Double click the .exe file to launch the following window. Click Next

CREO NO INSTALLED CREO BUILD COPIED LOCALLY

CREO ON LOCAL CREO NOT ON LOCAL

WITHOUT INSTALLER

INSTALLING DFMPRO

WITH INSTALLER

CREO ON SERVER

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Click on I Agree in the End User License Agreement dialogue box.

On agreeing to the End User License Agreement, the following window would

appear in the user interface. This allows user to change the Default DFMPro

installation location (which by default is C:\Program Files\Geometric\DFMPro for

Creo Parametric(x86)\) and database location (the default location of which is

C:\ProgramData\GeometricLtd\DFMPro\DFMDataBase\) by way of clicking on the

Change button.

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The default setting provided can as well be used by users. Click Next.

Depending on the version of Creo (or, PTC Creo) installed on the local computer,

DFMPro will automatically detect and select the version. You can manually check/

uncheck the version depending on the desired DFMPro installer.

CREO 3.0 has a separate installers. Kindly download the required version of DFMPro

accordingly.

DFMPro detects the version of Creo Parametric installed on your system, as result of

which you would see the following in the user interface. Click Next to continue or

Change to use a different version installed on your system.

To begin the installation process, click Install

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Click Finish to complete the installation process

See Manual Registration of DFMPro for Creo Parametric as an add-in.

B. Standard Installation: Creo Parametric not installed on local computer

Creo build copied on local computer

Creo installed on server

Creo not installed

Option-2 Without installer

Please contact DFMPro support for detailed instructions.

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License Configuration

License procurement made easy

For obtaining a DFMPro for Creo Parametric license, follow the steps mentioned below-

Send us a license request via email as described in Generate license request.

Generate the request from the license server for a network license or from the

client machine for node locked license

On receiving a license file, install and activate the license.

DFMPro for Creo Parametric would fail to run in the absence of an activated license

Generate license request

Start DFMPro License Manager Application from Start >>Programs>>DFMPro>>

DFMProforDFMProForCreoParametric>>DFMProLicenseManager.

Click the License Setup tab and then click on the Request License button.

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Fill all the required fields in the form which appears in the User Interface.

Send the form via Outlook or Save and mail to

dfmpro.register@geometricglobal.com

Types of DFMPro License

Depending on your requirement of single-user or multiple-user, you can request for a

DFMPro license which can be activated either as standalone (single-user installation) or as a

Network License (for multiple-user installations).

Standalone License (Node locked)

DFMPro License

Network License (Multi-user)

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Standalone License

A standalone license (node-locked) authorizes the installation and use of DFMPro on a

specific machine. Ideal for small offices and individual use, the standalone license can be

activated in the following manner-

Activating standalone license

On acquiring the DFMPro license, click Browse to select the valid license key and

then click on the Apply button.

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To find the availability of modules, click on the Authorized Modules tab.

Click OK to complete the process.

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Network License

Network License is best suited for large organizations where multitude of users can rely on

limited number of licenses. In this case, a designated server machine allows authorized users

to access the DFMPro license upon their request.

Activating Network License

On acquiring the DFMPro license, click on Server Settings tab of the DFMPro license

manager.

To select network license path, click Browse.

Then click on Install DFMPro license service button>>Start>>Apply.

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Now click on License Setup tab on DFMPro License Manager.

Check Set Server Host name and Port number for floating license radio button.

Provide Server Host name. Provide port number if a specific port has been opened

for communication.

To find the availability of modules, click on Authorized Modules tab

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Click OK to complete the process.

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Registration of DFMPro for Creo Parametric as an add-in

DFMPro for Creo Parametric is an auxiliary application which needs to be registered with

Creo through a protk.dat file. Manual registration is required if the organizational settings for

protk.dat file are customized.

Once registered, DFMPro add-in will be visible in the menu bar.

Depending on the available Creo Parametric, following lines need to be added in the

protk.dat file for registering DFMPro with Creo Parametric -

For Creo 1 name DFMPro startup DLL allow_stop TRUE delay_start FALSE exec_file C:\Program Files\Geometric\DFMPro for Creo Parametric\DFMPro\ creoaddinloaderCreo1_0u.dll unicode_encoding TRUE text_dir C:\Program Files\Geometric\DFMPro for Creo Parametric\DFMPro\text end

For Creo 2 name DFMPro startup DLL allow_stop TRUE delay_start FALSE exec_file C:\Program Files\Geometric\DFMPro for Creo Parametric\DFMPro\ creoaddinloaderCreo2_0u.dll unicode_encoding TRUE text_dir C:\Program Files\Geometric\DFMPro for Creo Parametric\DFMPro\text end

For Creo 3 name DFMPro startup DLL allow_stop TRUE delay_start FALSE exec_file C:\Program Files\Geometric\DFMPro for Creo Parametric\DFMPro\ creoaddinloaderCreo3_0u.dll unicode_encoding TRUE text_dir C:\Program Files\Geometric\DFMPro for Creo Parametric\DFMPro\text End

Highlighted entries will change based on DFMPro installation location.

Normally, protk.dat is installed in the following location inside the Creo Parametric

installation directory.

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E.g:\...\Creo 2.0\Common Files\M060\text\protk.dat

This will not be true if the protk.dat file is pre-configured to be read from a different

location. Please contact your CAD administrator or DFMPro support in such

scenarios.

In case DFMPro is not visible in the menu of Creo Parametric after installation, it means that

DFMPro entries were not made in the protk.dat file being read by Creo Parametric.

There are multiple ways in which DFM can be registered.

Through the installer

In this case, the installer of DFMPro for Creo Parametric will make the required changes in

the protk.dat file present in the text folder of Creo Parametric installation. In case you do not

have required permissions for modifying this file, please contact your CAD administrator.

Manually (one time registration)

In this scenario, the lines mentioned above should be manually added in the protk.dat file set

by the CAD administrator for registration.

Manually (registration for each session)

Once a protk.dat is created on the local computer with the lines mentioned earlier, following

steps need to be performed to load DFMPro Add-in within Creo Parametric.

Launch a new Creo session

Go to Creo Parametric >>Tool>> Utilities>>Auxiliary Applications

Browse to the protk.dat file available on local computer.

Click on Start to load DFMPro Add-in.

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DFMPro menu will be visible in Creo

User needs to manually Start DFMPro through Auxiliary Applications for each new session of

Creo Parametric or else protk.dat file needs to be specified in the Config.pro. Please contact

your CAD administrator or DFMPro support.

Creo build copied on local computer

In this scenario, Creo is not installed on the user’s computer by using the standard

installation method, but it is copied to the user’s computer. Following are the steps to be

followed in this case-

Launch the installer of DFMPro for Creo Parametric and proceed as directed.

On arriving at the following screen, all check boxes will remain unchecked as the

installer is not able to detect the Creo installation directory automatically.

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Select the appropriate Creo version.

Click Change for the selected Creo version and browse to the location where Creo

build is copied.

Example: D:\Copied\PTC\Creo 2.0\Common Files\M060”

Selected location of Creo Parametric folder should contain the text directory which contains

the protk.dat file. Also user should have write access to edit the protk.dat file for DFMPro

entries.

Click Next to continue the DFMPro installation and proceed as per directed till

installation is complete.

On launch of Creo Parametric, DFMPro should be visible in the menu. If not, try

manual registration , contact your CAD administrator or contact DFMPro support.

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Creo installed on server

In this scenario, Creo is not installed on the user’s computer. Creo Parametric is

installed/copied on the server. Following steps need to be followed in such case-

Launch the DFMPro for Creo Parametric installer and proceed as directed.

On arriving at the following screen, all check boxes will remain unchecked as the

installer is not able to detect the Creo installation directory automatically.

Select the appropriate version of Creo.

Click Change for the selected Creo Parametric version and browse to the server

location where Creo Parametric build is available.

Example: Server Location “\\Server\....\\PTC\Creo 2.0\Common Files\M060”

Selected location of Creo Parametric folder should contain the text directory which contains

the protk.dat file. Also user should have write access to edit the protk.dat file for DFMPro

entries.

Click Next to continue DFM installation and proceed as per directed till installation is

complete.

On launch of Creo Parametric, DFMPro should visible in the menu. If not, try manual

registration, contact your CAD administrator or contact DFMPro support.

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Creo not installed

In this scenario, Creo is not installed on the user’s computer. The required settings linking

Creo are to be updated after installation.

Launch the installer of DFMPro for Creo Parametric and proceed as directed.

On arriving at the following screen, select the appropriate Creo version.

On clicking the Next button, it will show an error message stating the unavailability

of Creo Parametric on the local machine.

Click Yes to complete DFMPro installation for time being and update the installation

entries in the protk.dat file later on.

Click No to go back to the previous page.

Selected location of Creo Parametric folder should contain the text directory which contains

the protk.dat file. Also user should have write access to edit the protk.dat file for DFMPro

entries.

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Click Next to continue DFMPro installation and proceed as per directed till

installation is complete.

Manually register DFMPro as an add-in.

On launch of Creo Parametric, DFMPro should be visible in the menu. If not, try

manual registration, contact your CAD administrator or contact DFMPro support.

For those who may be configuring Creo 3 to run from copied on the user’s (Client) computer,

you will quickly discover that the Creo Platform Agent fails to start if Creo agent is not copy to

user's (Client) computer.

To avoid this copy creo agent along with Creo 3 on user's (Client) computer. Creo agent will

reside in folder named as Creo. Refer below image for more details.

For example: C:\Program Files\PTC

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About HCL Technologies Limited

HCL Technologies is a leading services company that covers the entire gamut of technology

solutions and services including infrastructure management, application development, BPO

and engineering and R&D services. Over the years, HCL Technologies has demonstrated

remarkable growth in spite of economic downturn and is emerging as one of only eight 21st

century listed technology companies in the world to cross $1bn in net profit, $5bn in revenue

and $15bn in market capitalization. As a $6 billion global company, HCL Technologies brings

IT and engineering services expertise under one roof to solve complex business problems for

its clients. Leveraging extensive global off-shore infrastructure and a network of offices in 31

countries, HCL provides holistic, multi-service delivery in industries such as financial services,

manufacturing, consumer services, public services and healthcare