Frequently Used Preferences in the Preference Management Utility (NX)

Integration with Other Applications > Windchill Workgroup Manager Documentation > NX > Windchill Workgroup Manager Preferences (NX) > Frequently Used Preferences in the Preference Management Utility (NX)

This section contains some of the more frequently used preferences that can be set or modified depending on your Windchill role.

In addition to the preference category Workgroup Manager Client, Windchill and Windchill Workgroup Manager preferences can be set from other preference categories such as Operation, Visualization, and Workspaces.

This section lists the most frequently used preferences, and not every preference that can be set using the Preference Management utility. For the complete list of preferences for Windchill Workgroup Manager for NX, refer to the Preference Management utility itself.

The following tables list the most frequently used preferences in the preference categoriesOperation, Workgroup Manager Client, and Workspaces that can managed for Windchill Workgroup Manager for NX based on your Windchill role.

Preferences Under Operation

The following table describes the most frequently used preferences that can be set or modified from the Operation category and subcategories.

Name

Contexts

Values

Operation > Auto Associate > Auto Associate Naming Parameter

• Site

• Organizations

No soft attribute in the CAD document is used to name the part (default).

Operation > Auto Associate > Auto Associate Numbering Parameter

• Site

• Organizations

No soft attribute in the CAD document is used to name the part (default).

Operation > Auto Associate > Auto Associate Truncate Name File Extension

• Site

• Organizations

• Yes

• No

Operation > Auto Associate > Auto Associate Truncate Number File Extension

• Site

• Organizations

• Yes

• No

Operation > Auto Associate > Create Alternate Link On Check In

• Site

• Organizations

• Products

• Projects

• Libraries

• Yes

• No

Operation > Auto Associate > Create Associate New Part

• Site

• Organizations

• Products

• Projects

• Libraries

• Owner

• Owner and Images

• All

• Never

Operation > Auto Associate > Disallow Product Structure Links by Document Sub-types

• Site

• Organizations

• Contributing Content

• Content

Operation > Auto Associate > Disallow Product Structure Links by Document Types

• Site

• Organizations

• CADDRAWING

• CALCULATION_DATA

Operation > Auto Associate > Disallow Structure CAD Document Sub-types

• Site

• Organizations

• Contributing Image

• Image

Operation > Auto Associate > Disallow Structure CAD Document Types

• Site

• Organizations

CADDRAWING

Operation > Auto Associate > Disallow Structure Model Item Types > Force Autonumbered Part Creation

• Site

• Organizations

• Yes

• No

Operation > Auto Associate > Disallow Structure Model Item Types > Part Master Class for Search

• Site

• Organizations

boolean soft attribute name

Operation > Auto Associate > Disallow Structure Model Item Types > Set Revision for Part

• Site

• Organizations

• Yes

• No

Operation > Auto Associate > Disallow Structure Model Item Types > Store New Parts with CAD Documents

• Site

• Organizations

• Yes

• No

Operation > CAD Data Management > Content Handling > Download [preference name]

• Site

• Organizations

Select the preference and the appropriate value from the list of preferences for NX

There are several preferences that can be set for NX under Operation > CAD Data Management > Content Handling > Download [preference name].

Operation > CAD Data Management > Content Handling > Mark Out Of Date [preference name]

• Site

• Organizations

Select the preference and the appropriate value from the list of preferences for NX

There are several preferences that can be set for NX under Operation > CAD Data Management > Content Handling > Mark Out Of Date [preference name].

Operation > CAD Data Management > Content Handling > Set Default Subtype

• Site

• Organizations

• Yes

• No

Operation > Dynamic Document default soft type

• Site

• Organizations

• ${internet_domain_name}

• ${internet_domain_name}. MachineDesign

Operation > Edit Attributes > Collector [preference name]

• Site

• Organizations

• Products

• Projects

• Libraries

• User

Select the preference and the appropriate value from the list of preferences for NX

There are several preferences that can be set for NX under Operation > Edit Attributes > Collector [preference name].

Operation > Remove from Workspace > Collector [preference name]

• Site

• Organizations

• Products

• Projects

• Libraries

Select the preference and the appropriate value from the list of preferences for NX

There are several preferences that can be set forNX under Operation > Remove from Workspace > Collector [preference name].

Operation > Gathering (Core HTML Component) > Trace Drawing Optional Dependents

• Site

• Organizations

• Products

• Projects

• Libraries

• User

• Per Configuration (All, Required, None)

• Required (All, Required, None)

Operation > New CAD Document > Synchronize CAD File Name with CAD Document Number

• Site

• Organizations

• Products

• Projects

• Libraries

• User

• Per Configuration (All, Required, None)

• Required (All, Required, None)

Operation > Remove from Workspace > Collector [preference name]

• Site

• Organizations

• Products

• Projects

• Libraries

• User

Select the preference and the appropriate value from the list of preferences for NX

There are several preferences that can be set for NX under Operation > Remove from Workspace > Collector [preference name].

Operation > Rename > Collector

• Site

• Organizations

• Products

• Projects

• Libraries

• User

• Yes

• No

Operation > Set State > Collector [preference name]

• Site

• Organizations

• Products

• Projects

• Libraries

• User

Select the preference and the appropriate value from the list of preferences for NX

There are several preferences that can be set for NX under Operation > Set State > Collector [preference name].

Operation > Undo Check Out > Collector [preference name]

• Site

• Organizations

• Products

• Projects

• Libraries

• User

Select the preference and the appropriate value from the list of preferences for NX

There are several preferences that can be set forNX under Operation > Undo Check Out > Collector [preference name].

Operation > Update Operation > Update [preference name]

• Site

• Organizations

• Products

• Projects

• Libraries

• User

Select the preference and the appropriate value from the list of preferences for NX

There are several preferences that can be set for NX under Operation > Update Operation > Update [preference name].

Operation > Update Operation > Update > Add Primary Contents to Workspace

• Site

• Organizations

• Products

• Projects

• Libraries

• User

• DOWNLOAD

• LINK

Operation > Update Operation > Upload [preference name]

• Site

• Organizations

• Products

• Projects

• Libraries

• User

Select the preference and the appropriate value from the list of preferences for NX.

There are several preferences that can be set for NX under Operation > Update Operation > Upload [preference name].

Operation > Upload Operation > Upload [preference name]

• Site

• Organizations

• Products

• Projects

• Libraries

• User

Select the preference and the appropriate value from the list of preferences for NX.

There are several preferences that can be set for NX under Operation > Upload Operation > Upload [preference name].

Operation > Upload Operation > Collector [preference name]

• Site

• Organizations

• Products

• Projects

• Libraries

• User

Select the preference and the appropriate value from the list of preferences for NX

There are several preferences that can be set for NX under Operation > Upload Operation > Collector [preference name].

Preferences Under Workgroup Manager Client

The following table describes the most frequently used preferences that can be set or modified from the Workgroup Manager Client category and subcategories.

Name

Context

Values

Workgroup Manager Client > Define Library Used by Application

• Site

• Organizations

• Products

• Projects

• Libraries

Workgroup Manager Client > Disable Check out on the fly

• Site

• Organizations

• Products

• Projects

• Libraries

Controls the display of the Conflicts (for Check out on the fly) window upon execution of Save action and resolves the checkout conflict with one of the following options:

• Check-out — Disable the Conflicts (for Check out on the fly) window and checkout the document.

• Revise and Check out — Disable the Conflicts (for Check out on the fly) window; revise and checkout the document.

• Continue — Disable the Conflicts (for Check out on the fly) window and continue to save the document without a checkout.

Documents that are not explicitly checked out are not eligible for a check in.

• No (default) — Enables the display of the Conflicts (for Check out on the fly) window.

Workgroup Manager Client > Design in Context > Attribute skipping image update

• Site

• Organizations

• True

• False

Workgroup Manager Client > Design in Context > Hide wizard when creating a Design Context from a Configuration Context

• Site

• Organizations

• Products

• Projects

• Libraries

• User

• Yes

• No

Workgroup Manager Client > Design in Context > Show Excluded Nodes

• Site

• Organizations

• Products

• Projects

• Libraries

• User

• Yes

• No

Workgroup Manager Client > Drawing Definition

• Site

• Organizations

• attribute

• filename

Workgroup Manager Client > Drawing File Name

• Site

• Organizations

filename

Workgroup Manager Client > Drawing Layer ID

• Site

• Organizations

layer

Workgroup Manager Client > Enable Replace in CAD Session on Refresh

• Site

• Organizations

• Yes

• No

Workgroup Manager Client > Family Table Instance Creation > Add CAD System Attributes in Family Table Generic

• Site

• Organizations

• Yes

• No

Workgroup Manager Client > Independently Modify Instances

• Site

• Organizations

• Yes

• No

Workgroup Manager Client > jt2pv Executable Location

• Site

• Organizations

Workgroup Manager Client > jt2pv Timeout Value

• Site

• Organizations

Workgroup Manager Client > Mapping System Attributes and File Properties > CAD Document Iteration System Attribute

• Site

• Organizations

• PTC_WM_ITERATION

• CAD Document Iteration System Attribute

Workgroup Manager Client > Mapping System Attributes and File Properties > CAD Document Life Cycle State System Attribute

• Site

• Organizations

• PTC_WM_LIFECYCLE_STATE

• CAD Life Cycle State System Attribute

Workgroup Manager Client > Mapping System Attributes and File Properties > CAD Document Life Cycle System Attribute

• Site

• Organizations

• PTC_WM_LIFECYCLE

• CAD Life Cycle System Attribute

Workgroup Manager Client > Mapping System Attributes and File Properties > CAD Document Name System Attribute

• Site

• Organizations

• PTC_WM_NAME

• CAD System Attribute

Workgroup Manager Client > Mapping System Attributes and File Properties > CAD Document Number System Attribute

• Site

• Organizations

• PTC_WM_NUMBER

• CAD System Attribute

Workgroup Manager Client > Mapping System Attributes and File Properties > Drawing System Attribute

• Site

• Organizations

PTC_WM_IS_DRAWING

Workgroup Manager Client > Mapping System Attributes and File Properties > Created By Attribute

• Site

• Organizations

The default name is set to a blank value.

Setting the property name to PTC_WM_CREATED_BY creates the property that displays the name of the user that created the CAD document.

Workgroup Manager Client > Mapping System Attributes and File Properties > Created On Attribute

• Site

• Organizations

The default name is set to a blank value.

Setting the property name to PTC_WM_CREATED_ON creates the property that displays the date and time when the CAD document was created.

The Date.Type.Parameter.Format preference in the wgmclient.ini file controls the date and time string.

Workgroup Manager Client > Mapping System Attributes and File Properties > Modified By Attribute

• Site

• Organizations

The default name is set to a blank value.

Setting the property name to PTC_WM_MODIFIED_BY creates the property that displays the name of the user that last modified the CAD document.

Workgroup Manager Client > Mapping System Attributes and File Properties > Modified On Attribute

• Site

• Organizations

The default name is set to a blank value.

Setting the property name to PTC_WM_MODIFIED_ON creates the property that displays the date and time when the CAD document was last modified.

The Date.Type.Parameter.Format preference in the wgmclient.ini file controls the date and time string.

Workgroup Manager Client > Mapping System Attributes and File Properties > Organization ID System Attribute

• Site

• Organizations

• PTC_WM_ORGANIZATION_ID

• <CAD System Attribute>

Workgroup Manager Client > Mapping System Attributes and File Properties > Part Name System Attribute

• Site

• Organizations

• PTC_WM_PART_NAME

• CAD System Attribute

Workgroup Manager Client > Mapping System Attributes and File Properties > Part Number System Attribute

• Site

• Organizations

• PTC_WM_PART_NUMBER

• CAD System Attribute

Workgroup Manager Client > Mapping System Attributes and File Properties > Revision System Attribute

• Site

• Organizations

• PTC_WM_REVISION

• CAD System Attribute

Workgroup Manager Client > Note default soft type

• Site

• Organizations

${internet_domain_name}.Note

Workgroup Manager Client > Open Collector > Include Dependent CAD/Dynamic Documents

• Site

• Organizations

• Products

• Projects

• Libraries

• User

• Required

• All

• None

Workgroup Manager Client > Open Collector > Include Related Drawings

• Site

• Organizations

• Products

• Projects

• Libraries

• User

• None

• All

• Initially Selected

Workgroup Manager Client > Open In CAD Tool for Non-native Objects

• Site

• Organizations

• Products

• Projects

• Libraries

• User

• Yes

• No

Workgroup Manager Client > Storing exported files

• Site

• Organizations

• Products

• Projects

• Libraries

• Attachment

• Windchill CAD Document

Workgroup Manager Client > Synchronize Number and File Name

• Site

• Organizations

• Yes

• No

Workgroup Manager Client > Undo Checkout Overwrite Local Content

• Site

• Organizations

• Products

• Projects

• Libraries

• User

• Yes

• No

Workgroup Manager Client > Un-managed Read Only Area locations

• Site

• Organizations

• Products

• Projects

• Libraries

• User

Workgroup Manager Client > Update Overwrite Local Content

• Site

• Organizations

• Products

• Projects

• Libraries

• User

• Yes

• No

Workgroup Manager Client > Upload After Native Save

• Site

• Organizations

• Products

• Projects

• Libraries

• User

• Yes

• No

Workgroup Manager Client > Upload CAD/Dynamic Document and Attachment Filter

• Site

• Organizations

• Products

• Projects

• Libraries

• User

• CAD/Dynamic Document Type

• Attachment File Type

• Content Category

Workgroup Manager Client > Upload Related Drawings

• Site

• Organizations

• Products

• Projects

• Libraries

• User

• Yes

• No

Workgroup Manager Client > Mapping Custom System Attributes and File Properties

Site

Specifies the additional attributes from the objects related to the CAD document that are shown as parameters or properties in the CAD tool.

• When you upgrade from an older release to Windchill 11.1 M020, a performance issue may be observed when you open a large CAD assembly saved in the previous release with one of the above properties configured with non-empty name. This is because for Windchill 11.1 M020 onwards, the Windchill Workgroup Manager enforces to propagate additional Windchill system attributes to CAD models when opening CAD documents from Windchill by default. This propagation of the Windchill system attributes increases the loading time of the files as compared to that without propagating these attributes.

• If these Windchill system attributes are not a part of your requirement, you can ignore these attributes by setting their attribute names to blank values. The Windchill Workgroup Manager will not propagate the Windchill system attributes to CAD models and performance degradation for legacy data will be avoided. The following image displays how the Windchill server preference setting were set and the default system attributes were propagated.

Preferences Under Workspace

The following table describes the most frequently used preferences that can be set or modified from the Workspace category and subcategories.

Name

Context

All Values

Workspace > Add to Workspace and Check Out > Add Primary Contents to Workspace

• Site

• Organizations

• User

• DOWNLOAD

• LINK

Workspace > Add to Workspace and Check Out > Add to Workspace Collector [preference name]

• Site

• Organizations

• User

Select the preference and the appropriate value from the list of preferences for <name of CAD tool>.

There are several preferences that can be set for NX under Workspace > Add to Workspace and Check Out > Add to Workspace Collector [preference name].

Workspace > Add to Workspace and Check Out > Automatically lock objects added to workspace

• Site

• Organizations

• User

• Yes

• No

Workspace > Add to Workspace and Check Out > Check Out Collector

• Site

• Organizations

• User

Select the preference and the appropriate value from the list of preferences for NX.

There are several preferences that can be set for <name of CAD tool> under Workspace > Add to Workspace and Check Out > Check Out Collector [preference name].

Workspace > Add to Workspace and Check Out > Open in Application

• Site

• Organizations

• User

• Yes

• No

Workspace > Add to Workspace and Check Out > Reuse Modified Workspace Content

• Site

• Organizations

• User

• Yes

• No

Workspace > Add to Workspace and Check Out > Set Filter for Add to Workspace

• Site

• Organizations

• User

• DEFAULT

• LATEST

• AS_STORED

• WS_DEFAULT

Workspace > Add to Workspace and Check Out > Set Filter for Check Out

• Site

• Organizations

• User

• DEFAULT

• LATEST

• AS_STORED

• WS_DEFAULT

Workspace > Add to Workspace and Check Out > Set for Check Out

• Site

• Organizations

• User

• SELECTED_AND_MODIFIED

• SELECTED

• ALL

Workspace > Add to Workspace and Check Out > Use Advanced Tab as Default

• Site

• Organizations

• User

• Yes

• No

Workspace > Edit Workspace Preferences > Allow Effectivity for CAD Documents

• Site

• Organizations

• User

• Yes

• No

Workspace > Export from Workspace > Collector [preference name]

• Site

• Organizations

• User

Select the preference and the appropriate value from the list of preferences for NX.

There are several preferences that can be set for NX under Workspace > Export from Workspace > Collector [preference name].

Revise Preferences

The following table describes the revise preferences.

Name

Context

Description

Revise > Collector > Collection Preferences Not Used in Quick User Interface

• Site

• Organizations

The Include Related CAD / Dynamic, Include Related Documents and Include Related Parts values are set by default.

Refer to Configuring Collector Preferences used by Revise and Check Out Actions from CAD Tool topic for more information.

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