Install and Configure ThingWorx Navigate

ThingWorx Navigate has prerequisites for installation that the system admin, Windchill admin, and IT team should review carefully. They will need to coordinate work, including installing and setting up hardware, security, and databases.

Work with the PTC Cloud team if your ThingWorx Navigate will be deployed on a PTC-hosted cloud.

We specifically recommend the Help Center guides, Get Ready to Install ThingWorx Navigate 9.0, and ThingWorx Foundation 9.0 Installer. You’ll find prerequisites about licensing, hardware sizing, security, software compatibility, and known issues. Understanding the prerequisites will save you time and prevent errors.

If you'll be setting up single sign-on (SSO), there are some specific things you’ll need to have ready. These include:

• A pre-production development environment for each software involved
• The software versions for Windchill, ThingWorx, and ThingWorx Navigate
• The operating system ThingWorx runs on
• The URLs to log in to your Windchill and ThingWorx instances (including port number)
• Windchill and ThingWorx Fully Qualified Domain Names (FQDN)

You can set up SSO during the installation process or do it later. 

To install ThingWorx Foundation, first download the software. Then, use the installer to finish installing and configuring. Instructions are available in the article ThingWorx Foundation 9.0 Installer. Create your own documentation during installation to document your work. Update it as you go.

If you manually install the software instead of using the installer, you will not be able to install ThingWorx Navigate using its installer. You will have to install ThingWorx Navigate manually. This is due to different folder structures.

If you need help, open a case with PTC Technical Support (requires login).

ThingWorx Foundation must be instaled before installing ThingWorx Navigate. To install ThingWorx Navigate, first download the software. Then, use the installer to finish installing and configuring. Instructions are available in the article Download ThingWorx Navigate. Your system admin and Windchill admin should work together. Update your documentation as you go.

 If you experience any errors during installation, do not continue to configuration. Then resolve the errors and then reinstall ThingWorx Navigate.

If you need help, open a case with PTC Technical Support (requires login).

After installation, configure licensing for the software using the license retrieval tool. If needed, you can retrieve the license from PTC License Management (requires login). Note when your license expires to prevent future issues.

If you do not have a full license, you can install a temporary license with a small number of seats to complete the configuration.

If you need help, open a case with PTC Technical Support (requires login).

If you currently have an out-of-the-box (OOTB) license but will create a custom app later, you’ll need to update your licensing with PTC.