Success Path
End to end high-level guidance to a successful transition

Prepare your Current Windchill System

Execute your plan for Windchill before your transition.


Note:  This is not meant to be an all-inclusive, fully detailed guide to transition Windchill to your private Azure cloud.  PTC has many options for additional Windchill-specific help, which are the Support team, your PTC Customer Success Manager, Success Management, or any of our well-qualified partner service providers.  For further questions about Azure, please contact your Microsoft representative.

Remove customizations

During the Plan phase, you took account of the customizations built into your Windchill. If you also plan to upgrade your Windchill instance, be mindful of the customizations that will not function once it is upgraded.

If you have a Success Plan, consider using your success points to purchase the Verify your Dependencies for Windchill Upgrade service.

Upgrade your Windchill

If you are planning to upgrade, PTC recommends you do so while you are still on-premises. This allows you to minimize the number of changes happening within your transition. Upgrading before transferring will also help determine if any issues you encounter are stemming from the upgrade or with Azure. Validate your upgrade against your test plan and removal of customizations.

Recommended Resources

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Product Documentation

Find step-by-step instructions and information about moving Windchill to Azure cloud in the Help Centers.

Ask the Community

Visit the PTC Windchill Community to get product assistance, share ideas, and browse information about using Windchill.

Technical Support

Log a case with eSupport using your Service Contract Number. Don’t have it? Ask the Community.

Contact Us

Have a question? Submit your contact information and we’ll reach out within 1 business day. You’re never obligated to purchase or commit.