Configuring Creo+ for a User
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For the Creo+ August 2024 release and later, configurations are no longer accessed from the config.pro, or customizations.ui files stored locally or at a shared location. All configurations are stored and retrieved from the Creo+ Portal instead. To continue using existing configurations, you must migrate all existing configurations to the Creo+ Portal as a part of your user profile.
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Configuration Profiles
Configuration option settings, UI customizations, and mapkeys are collectively grouped as configuration “profiles” and stored and retrieved from the Creo+ Portal. Adding, deleting, or changing configurations is done using the Creo+ Options dialog box in a Creo+ session.
The following types of configuration profiles are available :
• Standard Creo+ configuration—The Standard Creo+ configuration is a default profile with default configuration settings (PTC OOTB settings). This configuration is retrieved first. Configurations for this profile cannot be modified and saved, but can be viewed in the Configuration Editor or exported to a file. Administrators can compare their configuration settings with Standard Creo+ settings. This is useful in cases where Administrators want to confirm if a problem is because of some customized setting, or if the problem also exists with the standard OOTB settings.
• Organization configuration—The Administrator sets this configuration as a global setting when the organization is created. The organization configuration is retrieved second and is used only if there are no available profile or user configurations.
• Profile configuration—Administrators create different profiles based on different user roles, for example design profile, manufacturing profile, simulation profile etc. The Administrator adds relevant configurations that are specific to the profile. These configurations are retrieved third, and take precedence over the organization configuration. These settings are available to all members of a profile and can only be modified by an Administrator.
• User configuration(personal profile)—This is the configuration for an individual user. User configurations are retrieved last and have the highest precedence, overriding all other settings except locked settings.
This means that if the same configuration option is set at the profile level and at the user level, the setting at the user level overrides the setting at the profile level for a user, provided that the setting is not locked at the profile level.
This topic covers how to migrate configuration options for a user. See the Related Topics at the end of this topic for the Administrator workflows for setting up configurations at the organization and profile levels.
Setting up Configurations for a User
Users can add, modify or change configurations by saving configurations to their individual user profile (personal profile) on the Creo+ Portal.
Migrating Configurations for a User
To migrate your user configurations (personal profile) to the Creo+ Portal perform the following steps:
1. Click Run Creo+ to start Creo+. A notification at the top of the screen indicates that all configuration changes are updated and saved to the individual profile on the Creo+ Portal.
A banner similar to the one shown below displays at the top of the screen:
 | The banner appears only if there are no configurations on the Creo+ Portal and there are configuration, customization, or mapkey files found at specific locations on your computer. You can use the Import command on the Creo+ Options dialog box if you don’t see the Import Configurations banner at the top of the screen. |
2. From the banner, click the Import Configurations button.
3. The Import Configuration files dialog box opens.
Creo+ will auto-detect and populate the dialog box with any customization.ui, or config.pro files that it finds in the user’s HOME directory, or with customization.ui or mapkey files that are in a customization folder on the user’s computer. Customization folders are typically located in—<Users>\AppData\Roaming\PTC\ProENGINEER\Wildfire\.wf\.Settings
4. If no local configuration files are found on your computer, browse and select the following local files:
◦ Import Config Options—Select a config.pro file for any individual settings that you have saved locally.
◦ Import UI Customizations—Select a <customizations>.ui file for the user-level user interface customizations.
◦ Import Mapkeys—Select a mapkey.pro file to migrate any existing individual sets of mapkeys that you have saved locally.
| | This option will only work if the mapkeys were created in Creo 11.0 or later. |
5. Click OK to save the configuration to the Creo+ Portal.