Managing Attachments
The administrator specifies files that the system automatically attaches to a supported model’s CAD document. The functionality assumes that the name of these related files is not random and is based on of the main model’s CAD name.
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Users can also set the wgm.autoattach preference using the wgmclient.ini file. The default wgmclient.ini file located in the Windchill Workgroup Manager home directory contains the list of commonly used preferences for all Windchill Workgroup Manager integrations.
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The following file specifications are defined:
• Extension of the file to be automatically attached
• Existing category for the file
• New category
◦ Behavior for downloading attachments of this type
◦ Validity of the attachment after the primary content is modified is also defined by the attachment
• A pattern-matching string to find the name of the additional content. For example, if CAD Name = *.prt, then attach *.JT, or if CADName = *.prt then attach *_PRT.ans. . Valid wildcard characters are: *, ?, and &.
• The wgm.autoattach preference can be set at all levels (User/Context/Organization/Site) in the Preference Management utility. Users can only set preferences at the User context level, provide the preferences are not locked at a higher preference organization level.
Using the Preference Management Utility to Manage Attachments
Administrators and users can access the Preference Management utility from the Quick Links drop-down menu in the upper right of the Windchill interface by clicking > > .
When the Preference Management utility is launched from the Quick Links menu, the complete list of available preferences for that context or user displays. The Context field at the top of the Preference Management utility identifies the context or user.
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Click Find next to the Context field to search for other available contexts. |
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This procedure allows the content that is uploaded to Windchill to be configured as additional content of a CAD document.
1. Select the Context level using the Context drop-down list in the upper left of the Preference Management window. For example, select Site.
2. Scroll to the Workgroup Manager Client category.
3. Locate the
Upload CAD/Dynamic Document and Attachment Filter preference. and right-click
Set Preference 
. 4. In the Set Preference window, enter or select the appropriate values for this preference.
| When the Client field is shown in the Set Preference window where the description includes “Windchill Workgroup Manager,” it indicates that the preference is applicable to one or more Windchill Workgroup Manager integrations. Select the applicable CAD tool from the drop-down menu. When the Client field is not shown in the Set Preference window where the description includes “Windchill Workgroup Manager,” it indicates that the preference is applicable to all Windchill Workgroup Manager integrations. |
5. In the Value field, select an option or enter the new value. Set the upload.autoattach.search path. This specifies the paths on disk, separated by a semi-colon, search for attachments that need to be automatically added to a CAD document on upload.
Applicable values are:
◦ CAD/Dynamic Document
◦ Attachment File Type
◦ Content Category
| The parameters are case-sensitive. For example: to upload a PDF attachment the value would be wgm.autoattach=*.sldprt,*pdf,GENERAL |
6. In the Comments field, enter any comments about the preference value, up to 500 characters. Comments entered at a higher level (such as the site or organization level) are present when setting the preference at lower levels. Include the rationale behind the preference value choice for future reference.
7. If this preference is for an application context, administrators can select the Locked checkbox to prevent it being set at a lower level, or from being overwritten in the wgmclient.ini file.
| The Locked field is not available for individual user preferences. |
8. When finished, click OK. The Preference Management window refreshes, and the new preference value displays in the table.
9. To see the preference modification, synchronize while Windchill Workgroup Manager is running through > , or restart Windchill Workgroup Manager to synchronize the modified preference value.
Using the wgmclient.ini File to Manage Attachments
Users can also set the wgm.autoattach preference using the wgmclient.ini file, provided the preference set in the Preference Management utility is unlocked.
The default wgmclient.ini file located in the Windchill Workgroup Manager home directory contains the list of commonly used preferences for all Windchill Workgroup Manager integrations.
This procedure allows the content that is uploaded to Windchill to be configured as additional content of a CAD document.
1. Open wgmclient.ini in a standard text editor.
2. Locate the wgm.autoattach preference, either under [Creo Illustrate] or in the general section of the wgmclient.ini file.
3. Set the upload.autoattach.search path. This specifies the paths on disk, separated by a semi-colon, search for attachments that need to be automatically added to a CAD document on upload.
Applicable values are:
◦ CAD/Dynamic Document
◦ Attachment File Type
◦ Content Category
| The parameters are case-sensitive. For example: to upload a PDF attachment the value would be wgm.autoattach=*.sldprt,*pdf,GENERAL |
4. To activate the preference, remove the # prefix at the beginning of wgm.autoattach.
5. Save the file.
6. Restart Windchill Workgroup Manager. The modified preference is available, provided the preference set in the Preference Management utility at a higher level is unlocked.
