Create a basic account - PTC Technical Support
Contents
1. intidebavomater nea owe Internet Options a A 2ixi General Security Privacy Content Connections Programs Advanced Home page To create home page tabs type each address on its own line x Use current Use default Use blank Browsing history les history cookies saved passwords mation setings Change hof webpages are displayed in Settings tabs Search Languages Fonts Accessibility me v _ x Temporary Internet Files Copies of webpages images and media that Delete files are saved for faster viewing Slee str Delete Files x p Are you sure you want to delete all temporary Internet Explorer files Listofy Form da Saved information that you have typed into Delete forms forms Passwords Passwords that are automatically filledin when Delete passwords you log on to a website you ve previously visited About deletna browsing history Delete all Close version 1 2 6 Dec 2007 PTC Subcontractor Account Creation Upgrade Guide Diagnostics Deleting the Browser Cache in Mozilla Firefox 2 X 1 Click Tools then Options 2 Click the Network Tab 3 Click Clear Now 4 Restart your browser Options 17 of 17 version 1 2 6 Dec 20072. 2 business days Advanced Search Email this page Log in to the portal now mn 6 Still having problems help page Find A Partner For Our Partners PTC Partner Portals Help Page Partner Portals O Check out he portal issue This page outlines some of the more common issues and fixes for the secure ptc com portal For any of the pages that follow clicking on any of the smaller images will bring you to a larger version Having trouble logging in For SecurlD users please select SecurlD and log in using the number on your token display PASSCODE and your PIN number The format for this is PIN PASSCODE All other users must select Standard from the drop down box Other Portal Issues If you have forgotten your password you can reset it here Update e mail name security information for your Account Page not found Running a pop up blocker Windows XP Service Pack 2 Hosts file does not have write permissions Manually starting the SAM Manually disabling SAM 9 Proxy bypass for local addresses Saving PowerPoint Files Boo m a ee ee a a Contact partnerinfo ptc com 14 of 17 version 1 2 6 Dec 2007 PTC Subcontractor Account Creation Upgrade Guide Diagnostics Deleting the Browser Cache in IE6 1 Click Tools then Internet Options then Delete Files 2 Check Delete all offline content then click OK 3 Restart your browser Internet Optio
3. Time Reporting link under the Implementation Services portlet or take classes by clicking the PTCU link under the Education portlet Global Maintenance Support Maintenance Support Terms amp Conditions Maintenance Home Page Contacts Communication Contact PTC Technical Support PTC Address Book Channel Advantage Who to Call Windchill Partner Community Forums Implementation Services More Time Reporting Welcome PTC Test Log Out Products Arbortext ation Tools Home Page VAR Channel PlaceWare Request NA VAR Channel PlaceWare Request EUR Create a PTC com Account Manage Your PTC com Account More gt If you would like to learn more about Time Reporting there is a tutorial in PTCU titled PSA Clarity Project Management Training amp Migration Workshop 12 of 17 version 1 2 6 Dec 2007 PTC Subcontractor Account Creation Upgrade Guide Partner Portal FAQ The FAQ section of the Partner Portal answers several frequently asked questions regarding portal access and services To access the Partner Portal FAQ 6 Go to www ptc com 7 Hover over the ABOUT PTC tab then click Partners 8 Click the Partner Portals link on the left side of the page Address E http hom gt compartes fnenberenter hn 3 FAQ 0 How do 1 portal access Portal access for all types of partners 1s immediately granted upon completion of the partner portion of step two 0 How do I get access Channel Advantage Axi
4. certain partner types have this information If you are a Channel Partner or Enterprise Consulting Partner and do not have the above listed information please contact partnerinfo ptc com to request this information o Other partner types Training partners for example must contact partnerinfo ptc com eatyreauact itis partner access O Upgrade your account now 7 of 17 version 1 2 6 Dec 2007 PTC Subcontractor Account Creation Upgrade Guide Upgrading a Basic PTC Partner Account cont Note the screenshot for step 5 is on the next page 5 To complete the upgrade process you will need at least 1 11 and one item from 111 1v is optional i Basic Account see the section End User Creating a PTC Partner Account ii Customer Number o A customer number can be found directly under the company name and address in the first section of the license pack or on the shipment confirmation email or the shipment confirmation email i One of the following o Service Contract Number SCN e A service contract number is located in the summary table of the license file and is referenced as Contract The service contract number should be prefixed with 1 9A or 1 9H 1 9 being a range of possible numbers The service contract number is your maintenance entitlement ID o Sales Order Number SON e The sales order number can be located on the shipment confirmation email or the shipment confirmation letter The shipment confirma
5. find the partner product or service needed to support your business initiatives More gt Learn more NEWS PTC Develops New PLM Solution For The Aerospace amp Defense Industry More gt 4 Click the Create a basic account now link Address http www ptc com partners membercenter htm Home gt About PTC gt Partners gt Partner Portals amp Print Email this page Partner Portals Securely Access PTC Information ATTENTION Microsoft will be releasing IE7 and Windows Vista shortly PTC s partner portal does NOT currently support these systems Please do not upgrade to IE7 or Windows Vista until support can be added PTC provides a secure Web portal so partners can access information relevant to them The process listed below for account creation and activation is for all PTC partners If you already have your account you can log in to the portal now 1 Create a basic account es You should have A company domain e mail address this will be your username your first and last name and a password o If you have a basic account and have forgotten your password you may have your password e Tf you have a basic acco O Create a basic account now and know your password you may skip to step two Upgrade your account for customer support and or partner access lum You will need A basic account created in step one a partner contract number a customer number and either a service contra
6. page 4 Click the help page link at the bottom of the page See screenshot below Need more help e See the Diagnostics section of this guide Address http www ptc com partners membercenter htm 3 FAQ How do I get portal access Portal access for all types of partners is immediately granted upon completion of the partner portion of step two How do I get access to Channel Advantage Axis This account will be automatically generated within 24 hours of the partner portion of step two being completed O How do I get access to PTC University B Once step two is completed for both partner privileges and customer support privileges PTC University access will be granted in approximately 24 hours How do I get Ariba so I may log my time Ariba access is generated on a per need basis If you know your PTC partner manager e mail them now If not please use the contact link below How do I get Research and Development access R amp D access is generated on a per need basis If you know your PTC partner manager e mail them now If not please use the contact link below O O O ites My Account Contact If you have any questions please contact partnerinfo ptc com Include your company name and full contact information including your basic account username and the type of partner you are A representative from our partner program will contact you within the next
7. set your preferences and upgrade your account An upgraded account allows active Maintenance Support customers access to all of the online Technical Support tools and product Tips amp Techniques sessions Your e mail address will be your new ptc com username NOTE All fields marked with a are required An upgrade will be necessary for access to areas specific to customers and partners Personal Information First Name Last Name E mail Confirm E mail Title Telephone Fax Preferred Language I would lik includes Security Information Password Confirm Password Password Hint Question Password Hint Answer Reset Create Account 6 of 17 version 1 2 6 Dec 2007 PTC Subcontractor Account Creation Upgrade Guide Upgrading a Basic PTC Partner Account If you are a PTC Customer Consulting Partner or Reseller VAR you can upgrade your account to gain access to customer and partner only content Additionally if you have an active maintenance agreement with PTC you can get access to customer support including the knowledge base and help desk To upgrade your account 1 Go to www ptc com 2 Hover over the ABOUT PTC tab then click Partners amp Resellers 3 Click the Visit the Partner amp Reseller Portal link 4 Click the Upgrade your account now link See screenshot below Address g http www pte com partners membercenter htm D DTC United Sta
8. PTC Subcontractor Account Creation Upgrade Guide D PTC PTC Subcontractor Account Creation and Upgrade Guide lof17 version 1 2 6 Dec 2007 PTC Subcontractor Account Creation Upgrade Guide Table of Contents e 676 10 6 HO 0 emer ee rea ner eae T ee ee eee 3 Creaune a PTC Partner Accoun cubed ariel a a edna 4 Upgrading a Basic PTC Partner ACCOUNT cccccccsssesssseeeccccceeeeeseeseeccccesaeeesseeeceeeeenags 7 Locos am to the Parner Pora lesieisi desciera thi dneiaei chi deosvese ee ieresemwiehiiee 11 Parmer Portal PAO eien A 13 Partner Fornal Help Pat Seese dintaus weteanlancianeusraedeiends 14 Diagnostics Deleting the Browser Cache in JEG esssesssssensssssssoeeresssssssserersssssssseerresssss 15 Diagnostics Deleting the Browser Cache in IE7 0 0 cccccccccccceesssseeeeceeeeeeaaeeeseeeeeess 16 Diagnostics Deleting the Browser Cache in Mozilla Firefox 2 X 00 ceeeseseeeeeeeeeeeees 17 2 of 17 version 1 2 6 Dec 2007 PTC Subcontractor Account Creation Upgrade Guide Introduction Audience This guide is intended for PTC subcontractors Overview This user guide details the steps required for PTC subcontractors to create and upgrade a PTC partner account Troubleshooting steps that subcontractors can take to resolve issues accessing the Partner Portal are outlined as well You will need to upgrade your account if you are working on projects that require you to report your time 3 of 17 ver
9. T C com supports Internet Explorer 6 7 and Mozilla Firefox 2 X Please disable all pop up blockers Hover over the ABOUT PTC tab then click Partners Click the Partner Portals link on the left side of the page Navigate to step 5 on the page Click the Log in to the portal now link Enter your username email address that you used when creating your account and password Your password is case sensitive a Note ensure that Standard is selected from the Server drop down box 6 Click the Sign In button a Address ig https secure pte com dana na auth url_default welcome cgi Please sign in to begin your secure session Username Password the token display The format for this is lt PIN gt PASSCODE Standard All other users must select Standard from the drop down box 7 IMPORTANT If you are running any kind of pop up stopper or XP SP2 your portal Sonesta login may not function properly Please Click the help button for more information For SecurlD users please select SecurlD and log in using your PIN number followed by 11 of 17 version 1 2 6 Dec 2007 PTC Subcontractor Account Creation Upgrade Guide Logging in to the Partner Portal cont If you successfully logged in you will be presented with the Partner Portal homepage Note that the layout and portlets for your account may be different depending on your access rights All subcontractors can access Clarity to submit a timesheet by clicking the
10. ct number SCN or a sales order number SON or a site number Only certain partner types have this information If you are a Channel Partner or Enterprise Consulting Partner and do not have the above listed information please contact partnerinfo ptc com to request this information Other partner types Training partners for example must contact partnerinfo ptc com to specifically request this partner access Upgrade your account now 5 of 17 version 1 2 6 Dec 2007 PTC Subcontractor Account Creation Upgrade Guide Creating a PTC Partner Account cont 5 Enter at least the required information in the text boxes A denotes a required field a Please use a company email address 1 e do not use hotmail gmail yahoo etc You will receive a confirmation email from PTC shortly after clicking the Create Account button e Note Please add the ptc com domain to your email application s Safe Senders List to ensure receipt of PTC correspondence See your email application s user manual for specific instructions Address http www ptc com appserver common account basic jsp Home PTC com Accounts gt New Account Print g Email this page Webcast Replay Acellay N ew Acco U nt Overcome the Top 5 Che of Elactromechanical Pre are Creating a PTC com account is simple Fill out the form below and your new account will be Development VIEW WEBCAST gt available immediately Once you ve created your account you ll be able
11. ns Delete Files Delete all files in the Temporary Internet Files You can also delete all your offline content stored i sy Pages you view on the Intemet are stored in a special folder Delete Cookies Delete Files settings The History folder contains links to pages you ve visited for Days to keep pages in history fo Clear History 15 of 17 version 1 2 6 Dec 2007 PTC Subcontractor Account Creation Upgrade Guide Diagnostics Deleting the Browser Cache in IE7 1 Click Tools then Internet Options then Delete then Delete Files 2 Click Yes 3 Restart your browser hh i pla HE Fie Edt View Favorites _ Delete Bronsing History E Diagnase Gonnector Problems Pop up Blocker Phishing Filter Manage Add ons Subscribe to this Feeda ed is cry t Windows Update Sun Java Console L Internet Options Delete Browsing History Temporary Internet Files Copies of webpages images ahd media that Delete files are saved for faster viewing Cookies Files stored on your computer by websites to Delete cookies save preferences such as login information History List of websites you have visited Delete history Form data Saved information that you have typed into Delete forms forms Passwords i Passwords that are automatically filled in when Delete passwords you log on to a website you ve previously visited
12. o not know the name of your company s Online Supervisor Note if you have already upgraded your account you can view a list of your Online Supervisor s under the Customer Support tab gt Other partner types e g Training Partners must contact partnerinfo ptc com to specifically request this partner access Screenshot 1 Account Upgrade Process step 5 above B Frnt Gi Email this page j F es 7 be Upgrade Your PTC com Account Pro ENGINEER Users OO Tost Your Sheshnatal Knowledge If you are a PTC customer or an Enterprise Consulting Partner or VAR you can upgrade your aai acount to gain access bo customer and partmer only content Additionally if you have an active maintenance agreement with PTC you can get access to customer support including the knowledge base and help desk Upgrading an account is easy just fill in the information below and you ll Be on your wary ASSESS POUR EELS J Important information It is necessary that your e mail address rs correct Without the correct e mail address you will be unable to activate your PLE com account upgrades The e mail address we have on record for you is 4gte If this e mail address is incorrect please correct it before continuing PTC com Account Management All fields marked with a are required Customer Number You must enter your Customer number to upgrade your PTE com account Customer Number F Customer Information Please suppl
13. s gt This account will be automatically generate step two being completed Once step two 1s completed tor both partner privileges and customer support privileges PTC University access will be granted in approximately 24 hours 0 How do I ct Ariba so I may log my time Ariba access 1 generat tedona ae need basis If you know your PTC partner manager e mail them now Lbnabateasensethe catact lnk below O How do I get Research i ai access RAD access 1s generated on a per need basis It you know your PTC partner manager e mall them now If not please use the contact link below 4 Contact O If you have any questions please contact partnerinfo pte com Include your company name and full contact information Including your basic account username and the type of partner you are A representative from our partner program will contact you within the next 2 business days 5 Log in to the portal now B 6 Still having problems O Check out he portal issues help page 13 of 17 version 1 2 6 Dec 2007 PTC Subcontractor Account Creation Upgrade Guide Partner Portals Help Page Please check the Partner Portals Help Page to see if your specific issue regarding access to the secure ptc com portal is discussed before contacting PTC technical support To access the Partner Portals Help Page 1 Go to www ptc com Hover over the ABOUT PTC tab then click Partners 2 3 Click the Partner Portals link on the left side of the
14. sion 1 2 6 Dec 2007 PTC Subcontractor Account Creation Upgrade Guide Creating a PTC Partner Account 1 Access www ptc com to begin the account creation process a Note PT C com supports Internet Explorer 6 7 and Mozilla Firefox 2 X Please disable all pop up blockers 2 Hover over the ABOUT PTC tab then click Partners amp Resellers BB http www pte com W ih Product Lifecycle Management PLM Software Solutions SOLUTIONS United States gt Worldwide Sites gt Advanced Search SUPPORT gt My Account gt Log Out Find a Reseller Contact Us Store PRODUCTS SERVICES amp TRAINING RESOURCE CENTER ABOUT PTC Contact us PTE History PTC in the Community Career Opportunities Customer Successes You need to be amp configuratio ange Partners amp Resellers Neve amp Events Executive Team Investor Relations FIND OUT HOW Find out about FTE Word ls your technical documentation advanced PROCESSES amp INITIATIVES QUICKLINKS Organizations today are tasked with successfully tackling top of mind business issues PTC NEWS amp EVENTS has the right solutions to solve product development complexities More Information PTC Aerospace amp Defense Industry Events Change amp Configuration Environmental Regulatory Requirements Capture amp Management Compliance Detailed Design Design Outsourcing Management Electromechanical Product Development Manufac
15. tes Worldwide Sites gt My Account Find a Reseller Contact Us Store W gt Advanced Search PRODUCTS SOLUTIONS SERVICES amp TRAINING RESQURCE CENTER ABOUT PTC SUPPORT Home gt About PTC gt Partners gt Partner Portals amp Print E Email this page Mathcad 14 0 Partner Portals Step up tothe latest greatest version of Mal wawa Securely Access PTC Information ATTENTION Microsoft will be releasing IE7 and Windows Vista shortly PTC s partner portal does NOT currently support these systems Please do not upgrade to IE7 or Windows Vista until support can be added PTC provides a secure Web portal so partners can access information relevant to them The process listed below for account creation and activation is for all PTC partners If you already have your account you can log in to the portal now 1 Create a basic account lu You should have A company domain e mail address this will be your username your first and last name and a password o If you have a basic account and have forgotten your password you may have your password reset o If you have a basic account and know your password you may skip to step two O Create a basic account now Upgrade your account for customer support and or partner access la You will need A basic account created in step one a partner contract number a customer number and either a service contract number SCN or a sales order number SON or a site number o Only
16. tion email is sent to the purchasing agent once the order is booked and the shipment confirmation letter is sent with the shipment of software o Site Number e The site number is used to identify your company s location A single company can have multiple sites Your site number will represent your physical address Site numbers can be located on your License Pack or Packing Slip next to the address in parentheses iv Contract Number Note Only necessary for Consulting Partners or Resellers VARs o If you re an employee of a PTC partner and don t know your contract number please contact your PTC partner manager Online Supervisor gt Only certain partner types have this information If you are a Channel Partner or Consulting Partner and do not have the above listed information please contact partnerinfo ptc com to request this information gt You can also contact your company s Online Supervisor s Almost all companies that have employees who subcontract for PTC have an Online Supervisor Your Online Supervisor provides partner account support to PTC subcontractors within their own company If your company does not have one consider volunteering 8 of 17 version 1 2 6 Dec 2007 PTC Subcontractor Account Creation Upgrade Guide Upgrading a Basic PTC Partner Account cont An Online Supervisor can provide the above information needed for the upgrade process as well Please contact partnerinfo ptc com if you d
17. turing Process Program Management Management Technical Publications Variant Design amp Generation 4 of 17 PTC Pro ENGINEER Helps Designcraft Create The Amphibian The World s First Dynamic Scuba Fin gt More version 1 2 6 Dec 2007 PTC Subcontractor Account Creation Upgrade Guide Creating a PTC Partner Account cont 3 Click the Visit the Partner amp Reseller Portal link PTC United States gt Worldwide Sites I Find a Reseller Contact Us Store F PRODUCTS SOLUTIONS Home gt About PTC gt Partners amp Resellers PTC WEBCASTS Schedules amp Topics Pro IMTRALINK amp Pro ENGINEER CUSTOMERS COS amp Associates Creates Technical Illustration within Record Time with Arbortesct IsoDraw More gt RELATED RESOURCES PTC Partner Application SERVICES amp TRAINING LEARN MORE gt RESOURCE CENTER ABOUT PTC SUPPORT 2 Print Za Email this page Partners amp Resellers PTC Partnerships Give You the Advantage Access the comprehensive suite of capabilities and processes PTC has gained through partnerships with the world s leading resellers and software hardware and services companies Wisit the Partner amp Reseller Portal PTC PARTNERS PTC RESELLERS PTC PartnerAdvantage PTC s Partner Advantage program includes a wide range of software platform consulting content and publication partners Through our Partner Catalog you can
18. y one of the follawing places of information far verification Service Contract Number SCN Shere Sales Order Number 50M ae Site Number Partner Information Ifyou are an Enterprise Consulting Partner or VAR enter your contract number or version te receive sccess to TC Partnar areas Contact your PTC partner manager Contract Number Important If you are not a Consulting Partner or Reseller VAR and hence did not enter a Contract Number above you will need to email a request to the PTC staffer who asked that you set up this account requesting that your account entitlement be completed 9 of 17 version 1 2 6 Dec 2007 PTC Subcontractor Account Creation Upgrade Guide Upgrading a Basic Partner Account cont Have questions or need assistance upgrading a PTC com account gt Email partnerinfo ptc com with the subject line Account Upgrade Help o Include your company name and full contact information including your basic account username and the type of partner you are A representative from our partner program will contact you within the next 2 business days 10 of 17 version 1 2 6 Dec 2007 PTC Subcontractor Account Creation Upgrade Guide Logging in to the Partner Portal After successful completion of all the steps in the End User Upgrading a Basic Partner Account section you are ready to log in to the partner portal How to log in to the partner portal 1 Go to www ptc com a Note P
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