Integration with Other Applications > Windchill Workgroup Manager Documentation > NX > Windchill Workgroup Manager Preferences (NX) > Frequently Used Preferences in Windchill Preference Management Utility (NX)
Frequently Used Preferences in Windchill 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.
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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.
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
To view the server-side preferences that can be set from the Operation category and its subcategories, refer Operation Preferences.
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
Define Library Used by Application
• Site
• Organizations
• Products
• Projects
• Libraries
<Windchill library>/<folder in this library>
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.
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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.
Design in Context > Attribute skipping image update
• Site
• Organizations
• True
• False
Design in Context > Hide wizard when creating a Design Context from a Configuration Context
• Site
• Organizations
• Products
• Projects
• Libraries
• User
• Yes
• No
Design in Context > Show Excluded Nodes
• Site
• Organizations
• Products
• Projects
• Libraries
• User
• Yes
• No
Drawing Definition
• Site
• Organizations
• attribute
• filename
Drawing File Name
• Site
• Organizations
filename
Drawing Layer ID
• Site
• Organizations
layer
Enable Replace in CAD Session on Refresh
• Site
• Organizations
• Yes
• No
Family Table Instance Creation > Add CAD System Attributes in Family Table Generic
• Site
• Organizations
• Yes
• No
Independently Modify Instances
• Site
• Organizations
• Yes
• No
jt2pv Executable Location
• Site
• Organizations
<string value>
jt2pv Timeout Value
• Site
• Organizations
<timeout value>
Mapping System Attributes and File Properties > CAD Document Iteration System Attribute
• Site
• Organizations
• PTC_WM_ITERATION
• CAD Document Iteration System Attribute
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
Mapping System Attributes and File Properties > CAD Document Life Cycle System Attribute
• Site
• Organizations
• PTC_WM_LIFECYCLE
• CAD Life Cycle System Attribute
Mapping System Attributes and File Properties > CAD Document Name System Attribute
• Site
• Organizations
• PTC_WM_NAME
• CAD System Attribute
Mapping System Attributes and File Properties > CAD Document Number System Attribute
• Site
• Organizations
• PTC_WM_NUMBER
• CAD System Attribute
Mapping System Attributes and File Properties > Drawing System Attribute
• Site
• Organizations
PTC_WM_IS_DRAWING
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.
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.
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The Date.Type.Parameter.Format preference in the wgmclient.ini file controls the date and time string.
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.
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.
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The Date.Type.Parameter.Format preference in the wgmclient.ini file controls the date and time string.
Mapping System Attributes and File Properties > Organization ID System Attribute
• Site
• Organizations
• PTC_WM_ORGANIZATION_ID
• <CAD System Attribute>
Mapping System Attributes and File Properties > Part Name System Attribute
• Site
• Organizations
• PTC_WM_PART_NAME
• CAD System Attribute
Mapping System Attributes and File Properties > Part Number System Attribute
• Site
• Organizations
• PTC_WM_PART_NUMBER
• CAD System Attribute
Mapping System Attributes and File Properties > Revision System Attribute
• Site
• Organizations
• PTC_WM_REVISION
• CAD System Attribute
Note default soft type
• Site
• Organizations
${internet_domain_name}.Note
Open Collector > Include Dependent CAD/Dynamic Documents
• Site
• Organizations
• Products
• Projects
• Libraries
• User
• Required
• All
• None
Open Collector > Include Related Drawings
• Site
• Organizations
• Products
• Projects
• Libraries
• User
• None
• All
• Initially Selected
Open In CAD Tool for Non-native Objects
• Site
• Organizations
• Products
• Projects
• Libraries
• User
• Yes
• No
Storing exported files
• Site
• Organizations
• Products
• Projects
• Libraries
• Attachment
• Windchill CAD Document
Synchronize Number and File Name
• Site
• Organizations
• Yes
• No
Undo Checkout Overwrite Local Content
• Site
• Organizations
• Products
• Projects
• Libraries
• User
• Yes
• No
Un-managed Read Only Area locations
• Site
• Organizations
• Products
• Projects
• Libraries
• User
<search file path>
Update Overwrite Local Content
• Site
• Organizations
• Products
• Projects
• Libraries
• User
• Yes
• No
Upload After Native Save
• Site
• Organizations
• Products
• Projects
• Libraries
• User
• Yes
• No
Upload CAD/Dynamic Document and Attachment Filter
• Site
• Organizations
• Products
• Projects
• Libraries
• User
• CAD/Dynamic Document Type
• Attachment File Type
• Content Category
Upload Related Drawings
• Site
• Organizations
• Products
• Projects
• Libraries
• User
• Yes
• No
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.
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• 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
Add to Workspace and Check Out > Add Primary Contents to Workspace
• Site
• Organizations
• User
• DOWNLOAD
• LINK
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>.
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There are several preferences that can be set for NX under Workspace > Add to Workspace and Check Out > Add to Workspace Collector [preference name].
Add to Workspace and Check Out > Automatically lock objects added to workspace
• Site
• Organizations
• User
• Yes
• No
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.
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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].
Add to Workspace and Check Out > Open in Application
• Site
• Organizations
• User
• Yes
• No
Add to Workspace and Check Out > Reuse Modified Workspace Content
• Site
• Organizations
• User
• Yes
• No
Add to Workspace and Check Out > Set Filter for Add to Workspace
• Site
• Organizations
• User
• DEFAULT
• LATEST
• AS_STORED
• WS_DEFAULT
Add to Workspace and Check Out > Set Filter for Check Out
• Site
• Organizations
• User
• DEFAULT
• LATEST
• AS_STORED
• WS_DEFAULT
Add to Workspace and Check Out > et for Check Out
• Site
• Organizations
• User
• SELECTED_AND_MODIFIED
• SELECTED
• ALL
Add to Workspace and Check Out > Use Advanced Tab as Default
• Site
• Organizations
• User
• Yes
• No
Edit Workspace Preferences > Allow Effectivity for CAD Documents
• Site
• Organizations
• User
• Yes
• No
Export from Workspace > Collector [preference name]
• Site
• Organizations
• User
Select the preference and the appropriate value from the list of preferences for NX.
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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
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.
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