Creo 8.0 Installation
Tonje Bernardin
PTC will send a software order fulfillment email after your purchase is complete. That email will give you the information listed above. If you can't find the information you need, contact your sales rep or renewals.
Detailed installation steps are available on the Creo Installation Central Resource Page. PTC created the installation guide to help you find information about installing and upgrading Creo that relates to your situation. Select which situation describes your needs best and then information will be filtered to you.
For our larger customers, we provide the option and instructions for silent installation and mass deployment, monitoring silent installations, and silent un-installations. A silent install is the installation of a software program that requires little user interaction. It is a convenient way to streamline the installation process of an application.
Alternatively, you might also choose to use desktop virtualized environment for your users. Desktop virtualization is a software technology that separates the desktop environment and associated application software from the physical client device that is used to access it.
At PTC, we partner with Citrix for virtual desktops. Virtual desktops allow users to connect to their corporate desktop applications of Creo without having to install these desktop applications on users' systems. Once Citrix is installed, and the virtual desktops are created, you can install Creo on them.
It is crucial to ensure that other partner apps are co-upgraded to compatible versions. Review "System Requirements" and "PTC Product Compatibility" in our previous step Evaluate Requirements to Upgrade to ensure that other third-party applications are compatible.
We have centralized our top resources from across the company into this single path to support you. In this webpage, you will not only find the general step-by-step instructions for all Creo versions, but also find the latest version-specific documentation, training courses, and PTC services to help you along the way.
A Success Path is an online guide to help you implement a specific PTC product at your organization. Each path provides step-by-step instructions from the early planning stages all the way through to deployment. Use a Success Path to help your organization get the most out of a product and achieve your business goals.
Every customer is different and there is no one-size-fits-all approach for upgrading. However, with our expertise from servicing customers over many years, our Customer Success team has the expertise to support you with your upgrade project.
Depending on your needs and the extensions you choose, you will have different hardware requirements. Common examples of special hardware requirements are graphics cards for View Client and View Adapters or Creo Simulation.
We know that product design in Creo is a highly collaborative process. You may choose to have multiple teams within a company or even a third-party partner contribute to your design. When making an upgrade, you should be cognizant of the current Creo versions used, align on version requirements between teams and partners, as well as map the potential compatibility change from the upgrade.
When working with other CAD systems, such as CATIA, NX, please be sure to review Creo Parametric system compatibility and version support information, as well as applications that support the connection.
When upgrading, it is crucial to keep track of all configurations and customizations made beforehand, as well as review what configurations have changed, then re-configure (access to this link requires logging into eSupport) during the installation of the new software.
Before you can deploy the upgrade, review your acceptance criteria, and confirm your development environments. Your technical lead and testing team works together to create and update existing testing plans.
Consider when, how, and for whom documentation will need to be available. Once you define each audience and end-user documentation needs, communicate this within your organization. Individuals responsible for creating documentation will have a clear picture of what needs to be included.
Each user may need different levels of understanding and education. Determine what level of documentation is necessary to inform them. You may need technical documentation, presentations, or instructional material. Be sure to update any existing training materials.
Now that you understand the functionality available to you and the requirements necessary to upgrade to Creo Parametric, you need to document how and when you will execute the customization and configuration of the system. You will also need to be prepared to reconfigure the Creo system.
Use the documented plans you've created so far as a place to begin. No task is too small and should be included. Everything from development and launch tasks to training and communication plans are important for the project plan.
Significant changes in functionality require substantial buy-in from your stakeholders. Your stakeholders include the project's sponsor as well as key end-users of the system. Make sure to gather your project team before kicking off to ensure everyone is on the same page with the pending changes to the system.
Before you begin, it is crucial to check on the compatibility, hardware, and software requirements of FlexNet Publisher to ensure that you can successfully check-in or check-out licenses for usage. Be sure to review:
To start, be sure to check your license entitlements with our PTC Licensing Tool or Request a License Report. When working with Creo, you'll need to manage licenses available at the company. This includes who, when and where a user checks in or checks out the license for usage. Review how to manage licenses using PTC Licensing Tool.
Note: Creo licenses are backward compatible (i.e., a newer release license can be used on older Creo versions). However, you must update the older license to a new release level when installing the new version.
Creo configurations and customizations are designed to help you adjust Creo to your needs and make the most out of our technology. When upgrading, it is essential to keep track of all configurations and customizations made beforehand, check that they are imported successfully, and reconfigure if needed.
At PTC, we regularly improve our configurations based on user needs and provide CSV files that document all config.pro options for our latest and earlier releases. Refer to the recommended resources for where to find documentation for all config.pro options for all Creo versions.
Before the upgrade, you should check what has changed between versions. You can do this by accessing the configuration options for each version in our eSupport Portal's Reference Document Search Tool (refer to the link in recommended resources below), and then downloading the appropriate CSV files, and making a side-by-side comparison of the options.
We recommend 'Model Quality' as a standard configuration for all users. By default, Creo is set for optimum performance of speed. Depending on your needs, users may need to increase or decrease the model display quality. For example, in large assembly management, you will need to decrease display quality for smoother performance.
During your upgrade, while evaluating your system requirements and documenting test strategy, you should have documented the needs of your customizations and whether they are compatible with the upgrade. You should also have a plan to test and verify all customizations still perform as necessary.
Using Creo Parametric VB API, users can develop VB.NET or VBA programs that access the internal components of a Creo Parametric session to customize Creo Parametric models. This is a free customization tool and therefore supports limited and very basic customizations only. Learn more at our ToolKit VB API Knowledge Hub.
Toolkit API is the primary PTC application for the programmer's interface and will require licenses. It provides customers and third-parties the ability to expand Creo Parametric capabilities by writing C programming language code and then seamlessly integrating the resulting application into Creo Parametric. Read more at our ToolKit Central Resource Page.
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