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_Upgrading a PLM system – value
Improved system performance
New functionalities
Enhanced security
Bug fixes
Modern, more intuitive interface
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_PTC Windchill upgrade – trust our knowledge and experience
As a long-time PTC Partner we are highly qualified in services related to Windchill.
Our Upgrade&Migration team specializes in:
Updating all available versions: Windchill 8, 9, 10, 11.
Upgrading Windchill system components:
Workgroup Managers (WGM)| File servers| Visualization Servers| Others
Upgrade customizations
Supporting infrastructure upgrades
(operating systems, databases, web servers, client applications, etc.)
Read more in our guide to upgrading a Windchill 10.x system.
Read more_PLM Upgrade – step by step:

- Discovery
- Planning
- Test Upgrades
- Rehearsal
- Production Upgrade (Go-Live)
- Post-Upgrade Support
1
Discovery
Before planning the upgrade, we begin by acquiring crucial information about a system and understanding the current state of the PLM environment. This allows us to define requirements and identify elements which will require increased attention, for example customizations. During this phase we ask you to fill a questionnaire which allows us to gather key information for further activities. A 1-3-hour meeting with personnel responsible for managing a PLM instance is sometimes also necessary to understand details. We approach each project phase individually, offering professional support of our experts.
2
Planning
During this phase we run activities allowing us to prepare for performing the actual upgrade process. These activities include:
- team mobilization and securing access to resources
- infrastructure preparation
- software and license preparation.
To ensure full data security and safety we have implemented backup procedures. The project’s schedule is always set up to minimize the impact of the process on our customers’ organizations. We also offer support in planning and performing customization upgrades.
3
Test Upgrades
Using a backup copy of the production environment we perform test upgrades. This phase allows us to identify and resolve system issues related, for example, with data quality. In most cases we suggest executing additional test iterations, which allow us to eliminate all previously unidentified issues. This methodology enables verification of defined processes. As a result, all data from the source system should be successfully moved to the new version and the process should be confirmed.
4
Rehearsal
Performing a final test on the latest backup copy of the production system aims at validating the entire process based on a new set of data to identify and eliminate any new issues and ensuring a smooth production deployment.
5
Production Upgrade (Go-Live)
Upgrading the production system and first startup of the new version are usually performed outside of standard working hours, for example during the weekend. This phase requires very close cooperation with your IT department.
6
Post-Upgrade Support
Some issues do not surface during testing, regardless of how thorough it is. Our System Administrators and ETL experts will remain at your service after completing the production system deployment to address any such situation. We will also work proactively with your IT department to define capabilities of process optimization in your new system version. During this phase we solve all issues with data quality, performance and functionality. We offer full support in the form of a helpdesk service or directly on-site.
_Why Transition Technologies PSC?
You can trust us
500+
professionals in Transition Technologies PSC
2000+
professionals in the Transition Technologies capital group
3000+
professionals available in the TT PSC partner network
_Is your Windchill PLM system too complex?
Download our article to learn how decustomization can help you regain control
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_Looking for other services?
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