Operation Preferences

Preference

Values

Description

Allow Association of Model Items by Model Item Sub-types

CUSTOM, LIBRARY (<comma-separated list>)

Lists Model Item subtypes for which associations are allowed. These are entered as comma-separated values.

Allow Association of Model Items by Model Item Types

COMPONENT (<comma-separated list>)

Lists Model Item types for which associations are allowed. These are entered as comma-separated values.

Auto Associate Naming Parameter

Identifies the CAD file parameter used when naming a new part during Auto Associate. The default is <no value> (no CAD parameter is used to name the part).

Auto Associate Numbering Parameter

Identifies the CAD file parameter used when numbering a new part during Auto Associate. The default is <no value> (no CAD parameter is used to number the part).

Auto Associate Truncate Name File Extension

Yes

No (default)

Truncates the file extension (from CAD filename) in the part name when the part is created. When set to "Yes," truncates the file extension (from CAD filename) in the part name when the part is created. Default is "No" (file extension is kept in part name).

Auto Associate Truncate Number File Extension

Yes

No (default)

Truncates the file extension (from CAD filename) in the part name when the part is created. When set to "Yes," truncates the file extension (from CAD filename) in the part name when the part is created. Default is "No" (file extension is kept in part name).

Modify Already Associated Parts On Check In

Yes

No (default)

Enables Auto Associate to create new or modify existing CAD document-to-part associations. If Auto Associate finds a matching part that has an existing association, the system determines whether to create an additional association or move its association from one CAD document version to another without your explicit confirmation. The default value is No.

Yes - If the matching part is related to a different CAD document, then the next available association type is created. However, if the matching part is related to the same CAD document, then the system removes the existing association and creates a new association of the strongest type to the CAD document version being checked in. In either case, Check In continues with no conflicts.

No - Check In fails with an over-ridable conflict. You confirm whether you want to create additional associations, move the part's association, or check in without associating.

Create Associate New Part

Owner Only (Default)

Owner and Contributing Image

All

Never

Specifies whether a new part should be created if a matching part is not found by Auto Associate. The default is "Owner Only" for all CAD tools. ECAD authoring applications default to "All".

Possible values are:

• Owner Only: If a matching part is not found, a new part is created when the CAD document would associate to a part with an "Owner" association.

• Owner and Contributing Image: If a matching part is not found, a new part is created when the CAD document would associate to a part with either an "Owner" or "Contributing Image" association.

• All: If a matching part is not found, a new part is created when the CAD document would associate to a part with any product structure association ("Owner", "Contributing Image", and "Image").

• Never: A new part is not created if an existing part is not found, even if it contributes to product structure. Auto associate does not fail, the CAD document is skipped, and other selected CAD documents will try to associate.

Create Content Links for Drawings

Yes

No (default)

Windchill is capable of locating all drawings referenced by a drawing model and automatically relating them to the part of the model. In some cases, you may want to distinguish manufacturing drawings versus conceptual drawings by using a link in the database, rather than using the calculated relationship. This preference controls whether the auto associate action creates a link in the database. The default is "No".

Custom Class for Auto Associate Part

com.ptc.windchill.uwgm. common.autoassociate. DefaultAutoAssociatePart FinderCreator. (default)

Specifies the name of the class that implements AutoAssociatePartFinderCreator interface. The default is the standard Windchill implementation, com.ptc.windchill.uwgm. common.autoassociate. DefaultAutoAssociatePartFinderCreator.

Disallow Product Structure Links by Document Sub-types

BULKTEMPLATE

CASTINGCAVITY

CMM

COMPOSITE

DESIGN

EXTERNALSIMPREP

INTERCHANGE

MOLDLAYOUT

NCASSEMBLY

NCMODEL

PROCESSPLAN

SHEETMETAL

SOLID

VERIFY

SKEL_MODEL

PACKAGE

MANIKIN

MANIKIN_SEGMENT

CONFIGURATION_MODULE

CONFIGURATION_ASSEMBLY

TRAY_ASSEMBLY

Lists CAD document subtypes which cannot be actively associated (form owner links). There are drop-down menus to allow assigning values per authoring application. The default values for Creo Parametric are SKEL_MODEL, EXTERNALSIMPREP, SHEETMETAL, TRAY_ASSEMBLY. These are comma-separated string values.

The value OTHER is used for neutral file formats and Creo Parametric text files used as libraries (for example, .mat)

Disallow Product Structure Links for CAD Document Types

CADASSEMBLY

CADCOMPONENT

CADDRAWING

DIAGRAM

FORMAT

LAYOUT

MANUFACTURING

MARKUP

REPORT

SKETCH

UDF

MANIKIN_POSTURE

MANIKIN_COMFORT_ANALYSIS

MECHANICARESULTS

MECHANICAREPORT

Lists CAD document types which cannot be actively associated (form owner links). There are drop-down menus to allow assigning values per authoring application. The default top-level values are CADDRAWING, CALCULATION_DATA. The default values for Creo Parametric are shown in the Values column. These are comma-separated values.

The value OTHER is used for neutral file formats and Creo Parametric text files used as libraries (for example, .mat)

Disallow Structure CAD Document Sub-types

SKEL_MODEL

EXTERNALSIMPREP,

TRAY_ASSEMBLY

Lists CAD document subtypes which cannot be actively associated (form owner links). There are drop-down menus to allow assigning values per authoring application. The default values for Creo Parametric are SKEL_MODEL, EXTERNALSIMPREP, TRAY_ASSEMBLY. These are comma-separated string values.

The value OTHER is used for neutral file formats and

Creo Parametric text files used as libraries (for example, .mat)

Disallow Structure CAD Document Types

CADDRAWING

DIAGRAM

FORMAT

LAYOUT

MANUFACTURING

MARKUP

OTHER

REPORT

SKETCH

UDF

MECHANICARESULTS

MECHANICAREPORT

Lists CAD document types which cannot drive product structure. There are drop-down menus to allow assigning values per authoring application. The default top-level values are CADDRAWING.

The default values for Creo Parametric are listed in the Values column. These are comma-separated string values.

The value OTHER is used for neutral file formats and Creo Parametric text files used as libraries (for example, .mat)

Disallow Structure Model Item Sub-types

LIBRARY <comma-separated list>

Lists Model Item subtypes which cannot create an Owner association. These Model Items create Image associations during Auto Associate. Values for generic ECAD authoring application are LIBRARY, ECAD_BOARD, ECAD_SCHEMATIC, ECAD_COMPONENT

Disallow Structure Model Item Types

<comma-separated list>

Lists Model Item types which cannot create "Owner" association. These Model Items create "Image" associations during Auto Associate.

Force Autonumbered Part Creation

Yes

No (default)

Allows Auto Associate to create an auto-numbered part upon check in if the part number specified via CAD document numbering parameter is not found in Windchill and an immutable auto-numbering is the policy for new parts in Windchill.

When set to No, and the part has no OIR for number, or the part has an editable OIR for number, then the goal is to create a part with user input. The system uses the user input in the following order.

1. Explicitly defined using Auto-numbering Parameter.

2. If the user has set the server-side preference, Operations > Auto Associate > Auto Associate Part By Base Number = Yes, then use the "Base Number"

◦ If the regular expression returns a valid value, then use it.

◦ Else when the regular expression returns nothing, then use rule #3

3. Else, use the CAD document’s number +/– the file extension.

When set to Yes, and the part’s number is immutable, an auto-numbered part is created.

Part Master Class for Search

wt.part.WTPartMaster (default)

Identifies the internal name of the part master type searched for during Auto Associate. Search is allowed for a customer defined part or part sub-class.

This preference can enable searching for customized parts by specifying the fully qualified class name of the master of the customized part, so that the search is restricted to the customized part class (and the whole WTPart class is not searched).

The value wt.part.WTPartMaster indicates that the search for part is done on WTPart class.The default is the standard Windchill implementation, wt.part.WTPartMaster.

Part Structure Override Attribute Name

Identifies the name of a boolean reusable attribute that determines if the CAD document participates in build. This reusable attribute can be on: iteration, master, member link, model item, or model item link. This reusable attribute also determines whether to auto associate the model to a part.

Phantom Assembly Override Attribute Name

Identifies the name of a boolean reusable attribute that determines if the CAD document is a phantom assembly. This reusable attribute can be on: iteration and master. This reusable attribute is used to mark the part created in auto associate as phantom (hidden from BOM).

Set Revision For Part

Yes

No (default)

Sets the revision of a part to match the revision of the CAD document during Auto Associate. When set to "Yes," Auto Associate sets the revision of a part to match the revision of the CAD document. This preference is for business practices that want to keep these revisions in sync.

Store New Parts with CAD Documents

Yes

No (default)

Specifies the location of newly created parts to be the same as the location of their associated CAD document. When set to "Yes," newly created parts have the same location as their associated CAD document.

Preference	Values	Description
Analysis Input	Yes (default) No	Sets the download preference for the Analysis Input content category. When set to "Yes," specifies that the secondary content category Analysis Input is to be downloaded when primary content is downloaded. When set to "No," no secondary content of this content category is downloaded.
Analysis Results	Yes No (default)	Sets the download preference for the Analysis Results content category. When set to "Yes," specifies that the secondary content category Analysis Results is to be downloaded when primary content is downloaded. When set to "No," no secondary content of this content category is downloaded.
Creo Parametric UGC	Yes (default) No	Sets the download preference for the Creo Parametric UGC content category. When set to "Yes," specifies that the secondary content category Creo Parametric UGC is to be downloaded when primary content is downloaded. When set to "No," no secondary content of this content category is downloaded.
Creo Parametric UGC Section	Yes (default) No	Sets the download preference for the Creo Parametric UGC Section content category. When set to "Yes," specifies that the secondary content category Creo Parametric UGC Section is to be downloaded when primary content is downloaded. When set to "No," no secondary content of this content category is downloaded.
Creo Parametric UGC Section Table of Contents	Yes (default) No	Sets the download preference for the Creo Parametric UGC Section Table of Contents content category. When set to "Yes," specifies that the secondary content category Creo Parametric UGC Section Table of Contents is to be downloaded when primary content is downloaded. When set to "No," no secondary content of this content category is downloaded.
Design Data	Yes No (default)	Sets the download preference for the Design Data content category. When set to true, specifies that the secondary content category Design Data is to be downloaded when primary content is downloaded. The default is false.
Drawing	Yes (default) No	Sets the download preference for the Drawing content category. When set to "Yes," specifies that the secondary content category Drawing is to be downloaded when primary content is downloaded. When set to "No," no secondary content of this content category is downloaded.
Export	Yes No (default)	Sets the download preference for the Export content category. When set to "Yes," specifies that the secondary content category Export is to be downloaded when primary content is downloaded. When set to "No," no secondary content of this content category is downloaded.
Family Table	Yes (default) No	Sets the download preference for the Family Table content category. When set to "Yes," specifies that the secondary content category Family Table is to be downloaded when primary content is downloaded. When set to "No," no secondary content of this content category is downloaded.
General	Yes No (default)	Sets the download preference for the General content category. When set to "Yes," specifies that the secondary content category General is to be downloaded when primary content is downloaded. When set to "No," no secondary content of this content category is downloaded.
IDEAS Drawing Sheet	Yes (default) No	Sets the download preference for the IDEAS Drawing Sheet content category. When set to "Yes," specifies that the secondary content category IDEAS Drawing Sheet is to be downloaded when primary content is downloaded. When set to "No," no secondary content of this content category is downloaded.
IDEAS Legacy Drawing	Yes No (default)	Sets the download preference for the IDEAS Legacy Drawing content category. When set to "Yes," specifies that the secondary content category IDEAS Legacy Drawing is to be downloaded when primary content is downloaded. When set to "No," no secondary content of this content category is downloaded.
IDEAS Package		Sets the download preference for the IDEAS Package content category. When set to "Yes," specifies that the secondary content category IDEAS Package is to be downloaded when primary content is downloaded. When set to "No," no secondary content of this content category is downloaded.
Image	Yes (default) No	Sets the download preference for the Image content category. When set to "Yes," specifies that the secondary content category Image is to be downloaded when primary content is downloaded. When set to "No," no secondary content of this content category is downloaded.
Import	Yes (default) No	Sets the download preference for the Import content category. When set to "Yes," specifies that the secondary content category Import is to be downloaded when primary content is downloaded. When set to "No," no secondary content of this content category is downloaded.
Information	Yes No (default)	Sets the download preference for the Information content category. When set to "Yes," specifies that the secondary content category Information is to be downloaded when primary content is downloaded. When set to "No," no secondary content of this content category is downloaded.
Instance Accelerator File	Yes (default) No	Sets the download preference for the Instance Accelerator File content category. When set to "Yes," specifies that the secondary content category Instance Accelerator File is to be downloaded when primary content is downloaded. When set to "No," no secondary content of this content category is downloaded.
Inventor Design View Document	Yes (default) No	Sets the download preference for the Inventor Design View Document content category. When set to "Yes," specifies that the secondary content category Inventor Design View Document is to be downloaded when primary content is downloaded. When set to "No," no secondary content of this content category is downloaded.
Inventor iPart Instance	Yes (default) No	Sets the download preference for the Inventor iPart Instance content category. When set to "Yes," specifies that the secondary content category Inventor iPart Instance is to be downloaded when primary content is downloaded. When set to "No," no secondary content of this content category is downloaded.
Inventor Model	Yes (default) No	Sets the download preference for the Inventor Model content category. When set to "Yes," specifies that the secondary content category Inventor Model is to be downloaded when primary content is downloaded. When set to "No," no secondary content of this content category is downloaded.
Logical Reference	Yes (default) No	Sets the download preference for the Logical Reference content category. When set to "Yes," specifies that the secondary content category Logical Reference is to be downloaded when primary content is downloaded. When set to "No," no secondary content of this content category is downloaded.
Manufacturing	Yes (default) No	Sets the download preference for the Manufacturing content category. When set to "Yes," specifies that the secondary content category Manufacturing is to be downloaded when primary content is downloaded. When set to "No," no secondary content of this content category is downloaded.
Mesh	Yes No (default)	Sets the download preference for the Mesh content category. When set to "Yes," specifies that the secondary content category Mesh is to be downloaded when primary content is downloaded. When set to "No," no secondary content of this content category is downloaded.
Package	Yes (default) No	Sets the download preference for the Package content category. When set to "Yes," specifies that the secondary content category Package is to be downloaded when primary content is downloaded. When set to "No," no secondary content of this content category is downloaded.
Parameter Table	Yes (default) No	Sets the download preference for the Parameter Table content category. When set to "Yes," specifies that the secondary content category Parameter Table is to be downloaded when primary content is downloaded. When set to "No," no secondary content of this content category is downloaded.
Text	Yes No (default)	Sets the download preference for the Text content category. When set to "Yes," specifies that the secondary content category Text is to be downloaded when primary content is downloaded. When set to "No," no secondary content of this content category is downloaded.
Toolpath	Yes No (default)	Sets the download preference for the Toolpath content category. When set to "Yes," specifies that the secondary content category Toolpath is to be downloaded when primary content is downloaded. When set to "No," no secondary content of this content category is downloaded.
Viewable	Yes No (default)	Sets the download preference for the Viewable content category. When set to "Yes," specifies that the secondary content category Viewable is to be downloaded when primary content is downloaded. When set to "No," no secondary content of this content category is downloaded.

Preference	Values	Description
Analysis Input	Yes No (default)	Sets the mark out-of-date preference for the Analysis Input content category. When set to "Yes," specifies that the secondary content category Analysis Input is marked out of date when primary content is iterated. When set to "No," secondary content is carried forward.
Analysis Results	Yes No (default)	Sets the mark out-of-date preference for the Analysis Results content category. When set to "Yes," specifies that the secondary content category Analysis Results is marked out of date when primary content is iterated. When set to "No," secondary content is carried forward.
Creo Parametric UGC	Yes (default) No	Sets the mark out-of-date preference for the Creo Parametric UGC content category. When set to "Yes," specifies that the secondary content category Creo Parametric UGC is marked out of date when primary content is iterated. When set to "No," secondary content is carried forward.
Creo Parametric UGC Section	Yes (default) No	Sets the mark out-of-date preference for the Creo Parametric UGC Section content category. When set to "Yes," specifies that the secondary content category Creo Parametric UGC Section is marked out of date when primary content is iterated. When set to "No," secondary content is carried forward.
Creo Parametric UGC Section Table of Contents	Yes (default) No	Sets the mark out-of-date preference for the Creo Parametric UGC Section Table of Contents content category. When set to "Yes," specifies that the secondary content category Creo Parametric UGC Section Table of Contents is marked out of date when primary content is iterated. When set to "No," secondary content is carried forward.
Design Data	Yes No (default)	Sets the mark out-of-date preference for the Design Data content category. When set to Yes," specifies that the secondary content category Design Data is marked out of date when primary content is iterated. When set to "No," secondary content is carried forward.
Drawing	Yes No (default)	Sets the mark out-of-date preference for the Drawing content category. When set to Yes," specifies that the secondary content category Drawing is marked out of date when primary content is iterated. When set to "No," secondary content is carried forward.
Export	Yes No (default)	Sets the mark out-of-date preference for the Export content category. When set to "Yes," specifies that the secondary content category Export is marked out of date when primary content is iterated. When set to "No," secondary content is carried forward.
Family Table	Yes No (default)	Sets the mark out-of-date preference for the Family Table content category. When set to "Yes," specifies that the secondary content category Family Table is marked out of date when primary content is iterated. When set to "No," secondary content is carried forward.
General	Yes No (default)	Sets the mark out-of-date preference for the General content category. When set to "Yes," specifies that the secondary content category General is marked out of date when primary content is iterated. When set to "No," secondary content is carried forward.
IDEAS Drawing Sheet	Yes No (default)	Sets the mark out-of-date preference for the IDEAS Drawing Sheet content category. When set to "Yes," specifies that the secondary content category IDEAS Drawing Sheet is marked out of date when primary content is iterated. When set to "No," secondary content is carried forward.
IDEAS Legacy Drawing	Yes No (default)	Sets the mark out-of-date preference for the IDEAS Legacy Drawing content category. When set to "Yes," specifies that the secondary content category IDEAS Legacy Drawing is marked out of date when primary content is iterated. When set to "No," secondary content is carried forward.
IDEAS Package	Yes No (default)	Sets the mark out-of-date preference for the IDEAS Package content category. When set to "Yes," specifies that the secondary content category IDEAS Package is marked out of date when primary content is iterated. When set to "No," secondary content is carried forward.
Image	Yes No (default)	Sets the mark out-of-date preference for the Image content category. When set to "Yes," specifies that the secondary content category Image is marked out of date when primary content is iterated. When set to "No," secondary content is carried forward.
Import	Yes No (default)	Sets the mark out-of-date preference for the Import content category. When set to "Yes," specifies that the secondary content category Import is marked out of date when primary content is iterated. When set to "No," secondary content is carried forward.
Information	Yes No (default)	Sets the mark out-of-date preference for the Information content category. When set to "Yes," specifies that the secondary content category Information is marked out of date when primary content is iterated. When set to "No," secondary content is carried forward.
Instance Accelerator File	Yes No (default)	Sets the mark out-of-date preference for the Instance Accelerator File content category. When set to "Yes," specifies that the secondary content category Instance Accelerator File is marked out of date when primary content is iterated. When set to "No," secondary content is carried forward.
Inventor Design View Document	Yes No (default)	Sets the mark out-of-date preference for the Inventor Design View Document content category. When set to "Yes," specifies that the secondary content category Inventor Design View Document is marked out of date when primary content is iterated. When set to "No," secondary content is carried forward.
Inventor iPart Instance	Yes No (default)	Sets the mark out-of-date preference for the Inventor iPart Instance content category. When set to "Yes," specifies that the secondary content category Inventor iPart Instance is marked out of date when primary content is iterated. When set to "No," secondary content is carried forward.
Inventor Model	Yes (default) No	Sets the mark out-of-date preference for the Inventor Model content category. When set to "Yes," specifies that the secondary content category Inventor Model is marked out of date when primary content is iterated. When set to "No," secondary content is carried forward.
Logical Reference	Yes No (default)	Sets the mark out-of-date preference for the Logical Reference content category. When set to "Yes," specifies that the secondary content category Logical Reference is marked out of date when primary content is iterated. When set to "No," secondary content is carried forward.
Manufacturing	Yes No (default)	Sets the mark out-of-date preference for the Manufacturing content category. When set to "Yes," specifies that the secondary content category Manufacturing is marked out of date when primary content is iterated. When set to "No," secondary content is carried forward.
Mesh	Yes No (default)	Sets the mark out-of-date preference for the Mesh content category. When set to "Yes," specifies that the secondary content category Mesh is marked out of date when primary content is iterated. When set to "No," secondary content is carried forward.
Package	Yes (default) No	Sets the mark out-of-date preference for the Package content category. When set to "Yes," specifies that the secondary content category Package is marked out of date when primary content is iterated. When set to "No," secondary content is carried forward.
Parameter Table	Yes No (default)	Sets the mark out-of-date preference for the Parameter Table content category. When set to "Yes," specifies that the secondary content category Parameter Table is marked out of date when primary content is iterated. When set to "No," secondary content is carried forward.
Text	Yes No (default)	Sets the mark out-of-date preference for the Text content category. When set to "Yes," specifies that the secondary content category Text is marked out of date when primary content is iterated. When set to "No," secondary content is carried forward.
Toolpath	Yes No (default)	Sets the mark out-of-date preference for the Toolpath content category. When set to "Yes," specifies that the secondary content category Toolpath is marked out of date when primary content is iterated. When set to "No," secondary content is carried forward.
Viewable	Yes (default) No	Sets the mark out-of-date preference for the Viewable content category. When set to "Yes," specifies that the secondary content category Viewable is marked out of date when primary content is iterated. When set to "No," secondary content is carried forward.

Preference	Values	Description
Auto Associate upon Check In	Yes No (default)	Controls the default behavior whether to perform Auto Associate for objects that do not have associated parts. If set to "Yes," associated parts are created.
Conflict for Out of date Secondary content upon Check In	Yes (default) No	Controls the default behavior whether to provide overridable conflict to the user when secondary content is considered out of date. If set to "Yes," an overridable conflict is provided.
Create As Stored	Yes (default) No	If set to "Yes," specifies to create an As Stored configuration upon Check In.
Create Baseline upon Check In	Yes No (default)	Controls the default behavior whether to create baseline upon Check In. If set to "Yes," a baseline is created.
ModelCHECK Configuration	Default: check/default_checks .mch,start/nostart.mcs, constant/inch.mcn Basic: check/default_checks.mch, start/nostart.mcs, constant/inch.mcn Release: check/default_checks.mch, start/nostart.mcs, constant/inch.mcn Approval: check/default_checks .mch,start/nostart.mcs, constant/inch.mcn Review: check/default_checks .mch,start/nostart.mcs, constant/inch.mcn	Specifies ModelCHECK Configuration files to be used for validation for each LifeCycle state in a specific syntax (for example, :,, : ,, ..... ). The configuration specified by "Default" LifeCycle State is default behavior. Value: Default:check/default_checks .mch,start/nostart.mcs, constant/inch.mcn Basic:check/default_checks. mch,start/nostart.mcs, constant/inch.mcn Release:check/default_ checks. mch,start/nostart.mcs ,constant/inch.mcn Approval:check/default_ checks.mch,start/nostart. mcs,constant/inch.mcn Review:check/default_ checks.mch,start/nostart. mcs,constant/ inch.mcn
ModelCHECK Mode	Disabled Interactive (Default) Regenerate Implicit Regenerate Always Save Batch	Specifies ModelCHECK mode allowed for model to be validated. Default is Interactive.
ModelCHECK Number of Errors	<integer> (default = 0)	Specifies the maximum number of ModelCHECK errors allowed
ModelCHECK Number of Hours	<integer> (default = 24)	Specifies the maximum allowable hours between a ModelCHECK verification at the client and the actual model checkin to Windchill. The default is 24.
ModelCHECK Validation	Yes No (default)	Specifies whether ModelCHECK validation is performed at Check In. If set to "Yes," validation is performed.
Remove objects from Workspace after Check In	Yes No (default)	Controls the default behavior whether to remove all objects from Workspace after Check in is completed. All objects include objects being checked in and not being checked in.
Resolve Incomplete Objects	Yes No (default)	Controls the default behavior whether to resolve incomplete objects automatically upon Check In.
Undo Check Out objects after Check In	Yes No (default)	Controls the default behavior whether to perform Undo Check Out after a checkin is completed on objects that have been checked out but not modified.
Update Incomplete Objects on Server	Yes (default) No	Controls the default behavior whether to update incomplete objects on server upon resolving incomplete objects during Check In. This option has no effect unless "Resolve Incomplete Objects" option is turned on through preferences or Check In page.

The Check In category also has a subcategory for setting collection defaults. For more information, see Collection-related Preferences for Actions.

Preference	Values	Description
Display collected objects	As a List As a Structure As a Structure with Associated Objects	Allow specification of the way collected objects are listed in the table. Each display allows viewing how objects have been collected by displaying the different association in a specific way. Default is "As a list".
Include dependent CAD / Dynamic documents	All Required (default) None	Specifies which dependent CAD / Dynamic Documents for the collected CAD /Dynamic Documents are by default added to the collection
Include dependent Parts	All None (default)	Specifies which dependent parts for the collected parts are by default added to the collection.
Include related CAD Documents	All Initially Selected Only None (default)	Specifies which CAD Documents associated to the collected parts are by default added to the collection.
Include related Drawings	All Initially Selected Only None (default)	Specifies which drawings associated to the collected CAD documents or parts is by default added to the collection.
Include related Image objects	All Initially Selected Only None (default)	Specifies which image objects related to the collected source documents are by default added to the collection.
Include related Parts	All Initially Selected Only None (default)	Specifies which parts associated to the collected documents, CAD documents, or dynamic documents are by default added to the collection.
Include related Source objects	All Initially Selected Only None (default)	Specifies which source objects related to the collected representation documents are by default added to the collection.

Preference	Values	Description
Display collected objects	As a List As a Structure As a Structure with Associated Objects	Allow specification of the way collected objects are listed in the table. Each display allows viewing how objects have been collected by displaying the different association in a specific way. Default is "As a list".
Include dependent CAD / Dynamic documents	All Required (default) None	Specifies which dependent CAD / Dynamic Documents for the collected CAD /Dynamic Documents are by default added to the collection
Include dependent Parts	All None (default)	Specifies which dependent parts for the collected parts are by default added to the collection.
Include related CAD Documents	All Initially Selected Only None (default)	Specifies which CAD Documents associated to the collected parts are by default added to the collection.
Include related Drawings	All Initially Selected Only None (default)	Specifies which drawings associated to the collected CAD documents or parts is by default added to the collection.
Include related Image objects	All Initially Selected Only None (default)	Specifies which image objects related to the collected source documents are by default added to the collection.
Include related Parts	All Initially Selected Only None (default)	Specifies which parts associated to the collected documents, CAD documents, or dynamic documents are by default added to the collection.
Include related Source objects	All Initially Selected Only None (default)	Specifies which source objects related to the collected representation documents are by default added to the collection.

Preference	Values	Description
Display collected objects	As a List As a Structure As a Structure with Associated Objects	Allow specification of the way collected objects are listed in the table. Each display allows viewing how objects have been collected by displaying the different association in a specific way. Default is "As a list".
Include dependent CAD / Dynamic documents	All Required (default) None	Specifies which dependent CAD / Dynamic Documents for the collected CAD /Dynamic Documents are by default added to the collection
Include dependent Parts	All None (default)	Specifies which dependent parts for the collected parts are by default added to the collection.
Include related CAD Documents	All Initially Selected Only None (default)	Specifies which CAD Documents associated to the collected parts are by default added to the collection.
Include related Drawings	All Initially Selected Only None (default)	Specifies which drawings associated to the collected CAD documents or parts is by default added to the collection.
Include related Image objects	All Initially Selected Only None (default)	Specifies which image objects related to the collected source documents are by default added to the collection.
Include related Parts	All Initially Selected Only None (default)	Specifies which parts associated to the collected documents, CAD documents, or dynamic documents are by default added to the collection.
Include related Source objects	All Initially Selected Only None (default)	Specifies which source objects related to the collected representation documents are by default added to the collection.

Preference	Values	Description
Display collected objects	As a List As a Structure As a Structure with Associated Objects	Allow specification of the way collected objects are listed in the table. Each display allows viewing how objects have been collected by displaying the different association in a specific way. Default is "As a list".
Include dependent CAD / Dynamic documents	All Required (default) None	Specifies which dependent CAD / Dynamic Documents for the collected CAD /Dynamic Documents are by default added to the collection
Include dependent Parts	All None (default)	Specifies which dependent parts for the collected parts are by default added to the collection.
Include related CAD Documents	All Initially Selected Only None (default)	Specifies which CAD Documents associated to the collected parts are by default added to the collection.
Include related Drawings	All Initially Selected Only None (default)	Specifies which drawings associated to the collected CAD documents or parts are by default added to the collection.
Include related Family table objects	All Initially Selected Only None (default)	Specifies which family table objects related to the collected generic or instances are by default added to the collection.
Include related Generics	All Initially Selected Only None (default)	Specifies which generics associated to the collected instances are by default added to the collection.
Include related Image objects	All Initially Selected Only None (default)	Specifies which image objects related to the collected source documents are by default added to the collection.
Include related Parts	All Initially Selected Only None (default)	Specifies which parts associated to the collected documents, CAD documents, or dynamic documents are by default added to the collection.
Include related Source objects	All Initially Selected Only None (default)	Specifies which source objects related to the collected representation documents are by default added to the collection.

Preference	Values	Description
Trace Drawing Optional Dependents	Per Configuration (default) Required	Specifies how to limit collecting drawing dependents for included CAD drawings. If set to "Per Configuration," the system applies the dependents option (All, Required, or None) that the user set to the included drawings. If set to "Required," the system collects only the required dependents of the included drawing even if the configuration is set to All. If the configuration is set to Required, the system collects the required dependents. If the configuration is set to None, the system collects none. This preference only applies to included drawings, not to drawings that are initially selected prior to initiating the action.

Preference	Values	Description
Custom Modeled Part Class	<string> wt.part.WTPart (default)	Specifies a fully qualified class name for a custom modeled part if there are any. The default is wt.part.WTPart. To specify a different custom modeled part, enter the class name.
Map File Extension to "Publication Source" Document Type	<string> (default = xml,sgml,html,txt)	Lists file extensions for dynamic documents that should be mapped to the document type "Publication Source." This is a comma-separated list. The default is xml,sgml,html,txt.
Threshold for enabling parallel processing in "Request Result Collection"	<integer> (default is -1)	Specifies the threshold number of impacted objects that will activate parallel processing for result collection. By default, parallel processing is disabled.

Preference	Values	Description
Synchronize CAD File Name with CAD Document Number	Yes No (default)	If set to Yes, synchronizes the CAD model name with the CAD document number in the New CAD Document user interface. This synchronization is not applicable when auto-numbering is in effect.
Set CAD Document Number Same As Part Number	Yes (default) No	This preference only affects CAD Document Number if you are also creating a part. It specifies whether the Number for a new CAD Document should be set to the same value as its related Part. If set to Yes, the Same as Part Number checkbox on the New CAD Document page is selected by default.

Preference

Values

Description

Display collected objects

As a list

As a Structure

As a Structure with Associated Objects

Allow users to change the way collected objects are listed in the table. Each display allows viewing how objects have been collected by displaying the different association in a specific way. Default is "As a list".

Exclude Dependency Types for References Report

Value	Dependency Type	Description
-2	Internal Creo Parametric Instance	Dependency linking object and hidden instance
-1	Internal Creo Parametric	Dependencies created by Creo Parametric that are not visible to the user through the reference viewer. (For example, displaying a dimension of a component of an assembly that is a model on a drawing)
0	Internal Creo Parametric	Any dependencies
1	Layout Declared	Dependency from the layout to a model that has declared it
4	Drawing Model or Report	Model defined as a model of the drawing
8	Relation Reference	Relationship created between two objects in an assembly
16	Drawing Format	Format on a drawing
32	Generic Model	Family Table generic (legacy reference)
64	Manufacturing Assembly	The assembly used for the .mfg file
128	Merge Part	Dependency from the case where a feature on a part is created due to a merge in an assembly
256	User Defined	User-defined dependency created in Pro/PDM

The dependency types to be excluded are defined as comma-separated integers here. This information is used in the References report. Additional dependencies can be removed from display by adding other, comma-separated values as described in the following table

The Relationship Report category only has a subcategory for setting collection defaults. For more information, see Collection-related Preferences for Actions.

The Remove from Workspace category only has a subcategory for setting collection defaults. For more information, see Collection-related Preferences for Actions.

The Rename category only has a subcategory for setting collection defaults. For more information, see Collection-related Preferences for Actions.

The Set State category only has a subcategory for setting collection defaults. For more information, see Collection-related Preferences for Actions.

The Undo Check Out category only has a subcategory for setting collection defaults. For more information, see Collection-related Preferences for Actions.

Preference	Values	Description
Add Primary Contents to Workspace	DOWNLOAD (default) LINK	Controls the default behavior whether content should be added to workspace as link or the file should be available. The default is DOWNLOAD (primary content is downloaded). When set to LINK, primary content is not downloaded, but a link to the content is created for later download as required.

The Update category also has a subcategory for setting collection defaults. For more information, see Collection-related Preferences for Actions.

Preference

Values

Description

Ignore Legacy Parameters

<comma-separated list>

Specifies a list of legacy parameters to ignore during upload operation if corresponding attribute is not present in the type definition on server. This is a comma-separated list and is sensitive to spaces after the comma.

Initial Revision Parameter

Identifies the file property name that shows the initial revision to be used when uploading a file to Windchill. This revision is set on first upload and is further controlled by Windchill.

Naming Parameter

Specifies the CAD tool parameter to be used when generating a CAD document name upon initial upload

Numbering Parameter

Specifies the CAD tool parameter to be used when generating a CAD document number upon initial upload

Subtype Parameter

Identifies the file property name that shows the subtype to be used when uploading a file to Windchill. The default value is UPLOAD_SOFT_TYPE. This property is used to assign a specific subtype to a file or a template. Subtype will be set on first upload and will not change after that.

Drop File Extension From Name

Yes

No (default)

Specifies whether actions that create or rename a CAD document should drop the file extension in the system-generated CAD document name. The default value is No which means the file extension is included in the name.

This preference is not applicable to the following authoring applications.

• ECAD

• CADDS 5

Drop File Extension From Number

Yes

No (default)

Specifies whether actions that create or rename a CAD document should drop the file extension in the system-generated CAD document number. The default value is No which means the file extension is included in the number.

This preference is not applicable to the following authoring applications.

• ECAD

• CADDS 5

Use Current Attribute Mapping

<comma-separated list>

Allows the selective set of designated parameters to be mapped to Windchill attributes using the current attribute mapping definition instead of the mapping that was previously used. List the name of parameters, separated by , (comma). This option is applicable for parameters mapped to Windchill reusable attribute with type floating number with units only.

Use Explicit Mapping for Designated Parameter Creation

Yes

No (default)

This option controls the name of the designated parameter to be created in the file. If the attribute name and parameter name in the file are explicitly mapped, and if the corresponding parameter does not exist in the file, this option allows the user to control the name of the parameter to be created in the file. The default value is "No". Set to No, the name of the parameter is the same as Windchill attribute name. Set to Yes, the name of the parameter is based on the explicit attribute mapping.

The Upload category also has a subcategory for setting collection defaults. For more information, see Collection-related Preferences for Actions.