All the resources you need to upgrade Creo in one place

Prepare End Users

Ensure your end user support team is ready for the changes in the product to support your end users, and that your end users are ready to use the new functionality.

01. Manage Existing Documentation

Document any customizations that were implemented and the steps taken to update your Creo system. This documentation is critical for supporting the software on ongoing bases. We recommend you document the changes with every release and change you make.

Documentation should include:

  • Organization structure: Did the new functionality require a change in the licenses needed to access the application? Did the new version affect workflow and design processes?
  • User and group permissions: Did the update and/or new functionality require a change to the existing permissions? Documenting this will help your support team quickly resolve issues that may come up after deployment.
  • Necessary end user information: Provide instructions to the workers and customers who will be using your application.

Create documentation on how to use the application and how to get support in case of issues. This 'How to' and 'Support' is the only documentation your end users will need. Keep these documents consistently updated whenever changes are made to the application.

02. Train Admins and Support Teams

Train the teams who will give technical support to end users after deployment. Make sure they're familiar with the updates made to the application and its documentation, as well as understand how the end users should reach them for support. Your admin and support team should be the first people who are contacted when end users encounter bugs or errors.

Training your support team should involve:

  • Understanding the changes made between Creo versions
  • Training around new UI, features, and functionality
  • Implementation of configurations and company customizations
  • Experience submitting and getting additional support from PTC Technical Support when needed
  • Documentation management
  • Managing user access and privileges
  • Localization and setting up Creo

To support your admin and support team training, we recommend all members:

Recommended Resources

03. Train End Users

Depending on the new functionality, version updates, configurations, and customizations you've opted for, your training may range from extensive to none at all for your end users. Review the documentation you previously created along with the UAT results to make sure you cover significant changes. When communicating version updates with end users, make sure to always include your training documentation, go-live dates, and future follow-up for feedback details.

If more extensive product training is required for your engineers, review sample curriculum and contact PTC University for our Creo Product Service Trainings.

Recommended Resources

04. Localize Creo for Users

PTC supports Creo engineers no matter where in the world they are. Creo Parametric and our help centers are available in multiple languages. Please find details of Creo Language Support documentation, which outlines language support for:

  • Creo User Interface
  • Online Help & Tutorials
  • Books and more

We recommend you localize the language you want in the Creo Help Center. This feature is controlled by 'PRO_LANG' and needs to be adjusted at start-up. We offer Help Centers in the following languages:

  • French
  • Chinese
  • German
  • Russian
  • Japanese
  • Korean
  • Spanish
  • Italian

You can also install and start Creo Parametric in a specific language.

Recommended Resources

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