{"id":1563,"date":"2019-11-06T16:57:01","date_gmt":"2019-11-06T21:57:01","guid":{"rendered":"https:\/\/blogs.sw.siemens.com\/polarion\/?p=1563"},"modified":"2026-03-26T05:39:44","modified_gmt":"2026-03-26T09:39:44","slug":"polarion-integration-for-windchill","status":"publish","type":"post","link":"https:\/\/blogs.sw.siemens.com\/polarion\/polarion-integration-for-windchill\/","title":{"rendered":"Polarion Integration for Windchill\u00ae"},"content":{"rendered":"\n<p><strong>Polarion 19.2<\/strong> was recently released. If you haven\u2019t\nread about the new release you can do so <a href=\"https:\/\/blogs.sw.siemens.com\/polarion\/polarion-alm-19-2-whats-new-and-noteworthy\/?repeat=w3tc\">here<\/a>. But we\nhave more to share with you. In today\u2019s blog we want to provide some updates to\nour ALM \/ PLM integrations. <\/p>\n\n\n\n<p>Here at\nSiemens we believe it\u2019s important that engineering tools remain open and leverage\nindustry integration standards, thereby allowing our customers flexibility and\nchoice when it comes to integrating products. We also understand that when it\ncomes to PLM, although we obviously believe that <strong>Siemens Teamcenter PLM<\/strong> is the best solution for our customers,\nthere are times when alternative PLM products could have already been adopted.<\/p>\n\n\n\n<p>To that\nend, we are pleased to welcome in to the Polarion family a\nnew ALM-PLM integration for the PTC collaborative information management software, Windchill\u00ae.<\/p>\n\n\n\n<p><strong>Polarion Integration for Windchill\u00ae<\/strong>&nbsp;integrates\nSiemens Polarion ALM software with PTC Windchill\u00ae PLM software, offering ALM\nand PLM users access to cross-domain traceability without leaving their\nauthoring environment, providing cross-system lifecycle synchronization\nand&nbsp; Change Management process\norchestration. The main capabilities are shown below:<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"491\" height=\"234\" src=\"https:\/\/blogs.sw.siemens.com\/wp-content\/uploads\/sites\/4\/2019\/11\/fig1.jpg\" alt=\"\" class=\"wp-image-1564\" \/><\/figure>\n\n\n\n<p><em>Fig. Capabilities overview<\/em><\/p>\n\n\n\n<p>The new\nintegration leverages the industry-standard (Open Services Lifecycle\nCollaboration) OSLC technology, based on web and linked data, to bring generic <strong>Link\n&amp; Trace<\/strong> capabilities to Windchill\u00ae &#8211; which <em>does not<\/em> natively\nsupports this standard. <\/p>\n\n\n\n<p>Built upon this\nbasis, extended value-added capabilities are provided to effectively manage<strong>\nrequirements<\/strong> <strong>authoring, sharing and their approval process in Windchill\u00ae<\/strong>.\nNot only objects, but also their lifeccyle can be linked across Polarion and Windchill\u00ae\nfor a fully distributed process. <\/p>\n\n\n\n<p>Remote Object\nlinking allows the integration to support <strong>Change Management<\/strong> process\norchestration&nbsp; between PLM and ALM, where\nactivities defined in PLM Change objects workflows&nbsp; (PR, ECR, ECN..) can be delegated to&nbsp; ALM users for actual execution while\nmonitoring the global process from Windchill\u00ae tools.<\/p>\n\n\n\n<p>Let&#8217;s jump into\nmore details on each of these three areas:<\/p>\n\n\n\n<p><strong>Link and Trace<\/strong><\/p>\n\n\n\n<p>With the integration it is now possible to&nbsp;<strong>link elements across systems<\/strong>&nbsp;and expose the relationships in\/from both Polarion and Windchill\u00ae systems. The link creation can be started either from Polarion or Windchill\u00ae, using <strong>Selection Dialogs<\/strong> tightly embedded into the native Interfaces. Bidirectional <strong>links are automatically created<\/strong>&nbsp; to expose and leverage the relationships in both systems.&nbsp; This remote linking&nbsp; capability can be <strong>configured<\/strong> for any type of object type in Windchill\u00ae and any type of Workitem \/LiveDocuments in Polarion.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"691\" src=\"https:\/\/blogs.sw.siemens.com\/wp-content\/uploads\/sites\/4\/2019\/11\/fig2-1024x691.png\" alt=\"\" class=\"wp-image-1565\" srcset=\"https:\/\/blogs.sw.siemens.com\/wp-content\/uploads\/sites\/4\/2019\/11\/fig2-1024x691.png 1024w, https:\/\/blogs.sw.siemens.com\/wp-content\/uploads\/sites\/4\/2019\/11\/fig2-600x405.png 600w, https:\/\/blogs.sw.siemens.com\/wp-content\/uploads\/sites\/4\/2019\/11\/fig2-768x518.png 768w, https:\/\/blogs.sw.siemens.com\/wp-content\/uploads\/sites\/4\/2019\/11\/fig2.png 1073w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p><em>Fig. Selection Dialog in Polarion<\/em><\/p>\n\n\n\n<p>Once\nthe links have been created, a built-in <strong>preview<\/strong> of the remote element is\navailable in both systems so that ALM and PLM users can benefit from end-to-end\ntraceability without leaving their preferred working environment. It brings an\nimproved collaboration between separated teams, where the Preview gives access\nto the Remote Element content, attributes (such as the status, Checked Out by\nor last modifying user..) and even native links directly from the source\napplication.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"601\" height=\"372\" src=\"https:\/\/blogs.sw.siemens.com\/wp-content\/uploads\/sites\/4\/2019\/11\/fig3.png\" alt=\"\" class=\"wp-image-1566\" srcset=\"https:\/\/blogs.sw.siemens.com\/wp-content\/uploads\/sites\/4\/2019\/11\/fig3.png 601w, https:\/\/blogs.sw.siemens.com\/wp-content\/uploads\/sites\/4\/2019\/11\/fig3-600x371.png 600w\" sizes=\"auto, (max-width: 601px) 100vw, 601px\" \/><\/figure>\n\n\n\n<p><em>Fig. Polarion Workitem Preview in <\/em>Windchill\u00ae<\/p>\n\n\n\n<p>In\norder to easily assess the traceability and audit the history of the\nmodifications, <strong>each integration action is tracked<\/strong> in native Data models\nand tools as Polarion revisions and Windchill\u00ae iterations,\nvisible in the &#8220;history&#8221; in each system.<\/p>\n\n\n\n<p><strong>Requirement management: <\/strong><\/p>\n\n\n\n<p>As we have stated above in the\nLink &amp; Trace section, remote linking can be configured for any type of ALM\nand PLM objects. In the context of Requirement Management, this typically means\n<strong>linking Requirements Specifications <\/strong>authored in Polarion to <strong>Windchill\u00ae\nDocuments<\/strong> that can be approved and then shared with the extended\nenterprise.<\/p>\n\n\n\n<p>Building upon the&nbsp; same remote linking foundation, extended\ncapabilities dedicated to&nbsp;<strong>Requirement Management<\/strong>&nbsp;are provided\nto support Polarion ALM as the main tool for storing, authoring and reviewing\nProduct Requirements while complying products are managed in Windchill\u00ae PLM\nsystem:<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Polarion\nusers can <strong>upload local files<\/strong> directly to the linked Windchill\u00ae Document without leaving the Polarion\napplication. Any file type can be updated; it could be for instance a PDF\nexport of the main Polarion LiveDocument to make it available to extended\nenterprise users through Windchill\u00ae.<\/li><li>PLM\nworkflows can be rather complex (and usually are!) , so a good ALM-PLM\nintegration should be able to leverage existing business logic and shall not\nrequire to either move or completely rework proven workflows. The integration\nfully supports this approach by allowing ALM users to formally <strong>request PLM\nLifecyle status change from Polarion transition<\/strong>. Configuration permits to\ndefine different changes using the same mechanisms and tools.<\/li><li>Automatic\napproval process can be configured to <strong>trigger a status change in Polarion\nfrom a Windchill\u00ae workflow<\/strong>; typically the PLM Document approval process can\ntrigger the approval in Polarion automatically.<\/li><\/ul>\n\n\n\n<p><strong>Change Management<\/strong><\/p>\n\n\n\n<p>Last\nbut not least, the Windchill\u00ae integration supports <strong>orchestration of the\nChange Management <\/strong>process between PLM and ALM.<\/p>\n\n\n\n<p>In the case where Windchill\u00ae\nis considered the Change Management process master, existing workflows may\nalready be in place. These workflows may include complex\/advanced logic to\ndistribute the process and tasks between PLM users and roles &#8211; so this existing\nlogic shall be leveraged. <\/p>\n\n\n\n<p>On the other side,\npolarion offers task tracking mechanism using WorkItem workflows, that can be\nlinked to the final elements to be changed (Requirement, software releases\netc..).<\/p>\n\n\n\n<p>Implementing a\nglobal process orchestration between ALM and PLM translates into <strong>creating a\ndigital thread<\/strong> of the entire process, <strong>distributing work across teams and\ndomains<\/strong>, whether it starts from a Problem Report or directly by a formal\nChangeRequest in Windchill\u00ae, and <strong>monitoring the distributed process<\/strong> in\nand from both systems.<\/p>\n\n\n\n<p>The integration\nsupports the process orchestration concept by providing the tools necessary to <strong>delegate\nPLM tasks to ALM users<\/strong>, while <strong>monitoring the distributed process<\/strong>.\nUser activities (Tasks in Windchill\u00ae) defined by the main Change object\nworkflow can be delegated to Polarion by creating a delegated task included in\nthe main workflow:<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>A new Task (workitem) in created in Polarion and automatically linked to\nthe originating Change object in Windchill\u00ae<\/li><li>The Windchill\u00ae workflow is put on hold, with a Delegation Task created in Windchill\u00ae\nas well&nbsp; to offer full visibility of the\ndelegated task occurring in Polarion<\/li><li>Once the delegated task in Polarion is completed, the waiting task in Windchill\u00ae\nis automatically closed allowing the workflow to move to its next step.<\/li><\/ul>\n\n\n\n<p><strong>Wrap-up<\/strong><\/p>\n\n\n\n<p>The new <strong>Polarion\nintegration for Windchill\u00ae <\/strong>product offers state-of-the-art capabilities,\nbuilt upon open standards OSLC, to support Cyber-physical systems, Requirement\nEngineering and Embedded software development in Polarion for companies using\nPTC Windchill\u00ae as their main PLM system.&nbsp; It allows leveraging existing PLM standard\nprocess and applying them to distributed teams and environments, while offering\nfull traceability of objects, their relationships and their lifecycle history\nacross domains and tools for real-time audit readiness. <\/p>\n\n\n\n<p>Please contact your Account\nOwner or Sales Representative for pricing and license questions or the Sales\ndepartment directly, or simply go-to the extension\u2019s portal (link below) and\nclick on the \u201ccontact us\u201d button.<\/p>\n\n\n\n<p>You can find the very latest\nversion of the integration (version 1.01) available for download from Siemens\nProduct Support website (GTAC):<\/p>\n\n\n\n<p><a href=\"https:\/\/www.plm.automation.siemens.com\/global\/en\/support\/\" target=\"_blank\" rel=\"noopener\">https:\/\/www.plm.automation.siemens.com\/global\/en\/support\/<\/a><\/p>\n\n\n\n<p>Visit the Integration page on\nthe Polarion extensions portal:<\/p>\n\n\n\n<p><a href=\"http:\/\/extensions.polarion.com\/extensions\/339-polarion-integration-for-windchill\" target=\"_blank\" rel=\"noopener\">http:\/\/extensions.polarion.com\/extensions\/339-polarion-integration-for-windchill<\/a><\/p>\n\n\n\n<p><strong><em>Windchill\u00ae is a registered\ntrademark of PTC<\/em><\/strong><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Polarion 19.2 was recently released. If you haven\u2019t read about the new release you can do so here. But we&#8230;<\/p>\n","protected":false},"author":28546,"featured_media":1566,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"spanish_translation":"","french_translation":"","german_translation":"","italian_translation":"","polish_translation":"","japanese_translation":"","chinese_translation":"","footnotes":""},"categories":[1],"tags":[],"industry":[],"product":[],"coauthors":[],"class_list":["post-1563","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-news"],"featured_image_url":"https:\/\/blogs.sw.siemens.com\/wp-content\/uploads\/sites\/4\/2019\/11\/fig3.png","_links":{"self":[{"href":"https:\/\/blogs.sw.siemens.com\/polarion\/wp-json\/wp\/v2\/posts\/1563","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/blogs.sw.siemens.com\/polarion\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/blogs.sw.siemens.com\/polarion\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/blogs.sw.siemens.com\/polarion\/wp-json\/wp\/v2\/users\/28546"}],"replies":[{"embeddable":true,"href":"https:\/\/blogs.sw.siemens.com\/polarion\/wp-json\/wp\/v2\/comments?post=1563"}],"version-history":[{"count":2,"href":"https:\/\/blogs.sw.siemens.com\/polarion\/wp-json\/wp\/v2\/posts\/1563\/revisions"}],"predecessor-version":[{"id":1568,"href":"https:\/\/blogs.sw.siemens.com\/polarion\/wp-json\/wp\/v2\/posts\/1563\/revisions\/1568"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/blogs.sw.siemens.com\/polarion\/wp-json\/wp\/v2\/media\/1566"}],"wp:attachment":[{"href":"https:\/\/blogs.sw.siemens.com\/polarion\/wp-json\/wp\/v2\/media?parent=1563"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/blogs.sw.siemens.com\/polarion\/wp-json\/wp\/v2\/categories?post=1563"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/blogs.sw.siemens.com\/polarion\/wp-json\/wp\/v2\/tags?post=1563"},{"taxonomy":"industry","embeddable":true,"href":"https:\/\/blogs.sw.siemens.com\/polarion\/wp-json\/wp\/v2\/industry?post=1563"},{"taxonomy":"product","embeddable":true,"href":"https:\/\/blogs.sw.siemens.com\/polarion\/wp-json\/wp\/v2\/product?post=1563"},{"taxonomy":"author","embeddable":true,"href":"https:\/\/blogs.sw.siemens.com\/polarion\/wp-json\/wp\/v2\/coauthors?post=1563"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}