Installing the HaloCAD for Windchill

This chapter explains the requirements, prerequisites, and how to install HaloCAD for Windchill.

System Requirements

The following system requirements table specifies the minimum and recommended technical specifications, such as software and network resources, necessary to run the product.

Components	Details
Supported Operating Systems	Windows Server 2016 and above. Red Hat Enterprise Linux 7.4 and 8.1
Supported file types	Creo file types MS Office native file types Non-Office file types
Other components	HaloENGINE and HaloENGINE Service

Requirements

Prerequisites

The following preparatory steps or conditions must be met before installing the product.

Make sure you have administrative access to install the HaloCAD component.
Make sure the client computer running the HaloCAD Add-on for Creo can connect to the Windchill Server.
If you download your files from a Replication Server, install HaloCAD for Windchill on the Replication Server.
If you want to use custom attributes as metadata while protecting, make sure the Type and Attribute Management Utility page is configured.
Make sure your HaloENGINE complies with the requirements listed below:
1. License file (enabled with WINDCHILL system type).
2. Proper action rules
3. Client certificate (.JKS)
Make sure that PATH is added to the System variable to run the HaloCAD Configuration Tool:
For example, PATH=C:\WINDOWS\system32;C:\WINDOWS;C:\Program Files\Java\jdk1.8.0_241\bin
In a Windchill setup with Single Sign On (SSO) implemented on the master/main server and a replica server connected to it, HaloCAD has a limitation when obtaining metadata from the replica server using SSO-based authentication. In this case, we recommend that you enable split authentication for the HaloCAD rest endpoint. Please refer to the section “Enabling Split Authentication” and for more information, see PTC Knowledge Base Article CS291543.
If you want to implement a failover mechanism in HaloENGINE, please refer to the section “Failover Mechanism for HaloENGINE in HaloCAD for PLM”.

If you are using a version that is less than 2.2.x.x, you must first uninstall it using the tool provided with it before using the new installer to install the more recent version.
This is due to incompatibility between the jar files.

If this is your first time installing the CAD component, you can use the installer directly.