Frequently Used Preferences in the Windchill Preference Management Utility(Autodesk Inventor)
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.
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This section lists the most frequently used preferences, and does not include every preference that can be set using the Preference Management utility. For the complete list of preferences, refer to the Preference Management utility in Windchill. Detailed information is available for each preference from the Set Preference window.
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The following tables list the most frequently used preferences in the categories for Operation, Workgroup Manager Client, and Workspaces that can managed for Windchill Workgroup Manager for Autodesk Inventor.
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.
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Name
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Context
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Description
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Define Library Used by Application
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• Site
• Organizations
• Products
• Projects
• Libraries
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Indicates a library in which library components are automatically added by Autodesk Inventor
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Disable Check out on the fly
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• Site
• Organizations
• Products
• Projects
• Libraries
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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.
• No (default) — Enables the display of the Conflicts (for Check out on the fly) window.
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Enable Replace in CAD Session on Refresh
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• Site
• Organizations
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Controls whether to enable the "Replace in CAD Session" feature on refresh.
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Independently Modify Instances
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• Site
• Organizations
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When set to No, all members of a non-Creo family table are simultaneously checked out. When set to Yes individual checkout is allowed.
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>
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• Site
• Organizations
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Identifies the name of the property in the CAD tool that shows the CAD document's iteration.
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>
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• Site
• Organizations
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Identifies the name of the property in the CAD tool that shows the life cycle state of the CAD document.
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>
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• Site
• Organizations
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Identifies the name of the property in the CAD tool that shows the life cycle of the CAD document.
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>
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• Site
• Organizations
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Identifies the name of the property in the CAD tool that shows the CAD document's name.
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>
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• Site
• Organizations
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Identifies the name of the property in the CAD tool that shows the CAD document's number.
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>
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• Site
• Organizations
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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.
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>
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• Site
• Organizations
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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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>
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• Site
• Organizations
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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.
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>
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• Site
• Organizations
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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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>
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• Site
• Organizations
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Identifies the name of the property in the CAD tool that shows the CAD document's organization ID.
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>
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• Site
• Organizations
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Identifies the name of the property in the CAD tool that shows the CAD document's owner-associated part name.
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>
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• Site
• Organizations
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Identifies the name of the property in the CAD tool that shows the CAD document's owner-associated part number.
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>
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• Site
• Organizations
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Identifies the name of the property in the CAD tool that shows the CAD document's revision.
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>
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• Site
• Organizations
• Products
• Projects
• Libraries
• User
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Specifies which dependent CAD documents for the collected CAD documents are added to the collection by default upon opening.
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>
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• Site
• Organizations
• Products
• Projects
• Libraries
• User
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Allows the user to specify which drawings associated to the collected CAD documents will be added to the collection by default upon opening.
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• Site
• Organizations
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Allows the file name and number to be the same.
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• Site
• Organizations
• Products
• Projects
• Libraries
• User
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Specifies whether the model content is overwritten in the cache by default during Undo Checkout.
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Update Overwrite Local Content
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• Site
• Organizations
• Products
• Projects
• Libraries
• User
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Specifies whether the model content is overwritten in the cache by default during Update from Windchill Workgroup Manager.
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Upload After Native Save
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• Site
• Organizations
• Products
• Projects
• Libraries
• User
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Specifies whether the model is uploaded after a native Save action in Autodesk Inventor (i.e., > ).
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Upload CAD/Dynamic Document and Attachment Filter
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• Site
• Organizations
• Products
• Projects
• Libraries
• User
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Allows configuring the content that is uploaded as additional content of a model.
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Upload Related Drawings
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• Site
• Organizations
• Products
• Projects
• Libraries
• User
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Native upload or auto check in of CAD documents uploads or checks in associated drawings.
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Mapping Custom System Attributes and File Properties
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Site
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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 that the attributes with blank values were not propagated. 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.
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Name
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Context
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Values
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|---|---|---|
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>
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• Site
• Organizations
• User
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Controls the default behavior of whether content should be added to workspace as a link or the actual file.
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> [preference name]
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• Site
• Organizations
• User
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Allows you to manage the collected documents and their related objects during an Add to Workspace operation.
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>
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• Site
• Organizations
• User
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Sets the workspace lock to automatically lock all objects that are not being checked out during Add to Workspace and Check Out operations.
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>
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• Site
• Organizations
• User
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Allows you to manage the collected documents and their related objects during a Check Out operation.
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>
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• Site
• Organizations
• User
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Controls the default behavior of whether initially-selected items should also be opened in Autodesk Inventor when Add to Workspace or Check Out is performed from the user interface.
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>
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• Site
• Organizations
• User
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Controls the default behavior of how content should be handled when there is already-modified content in the target Workspace cache.
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>
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• Site
• Organizations
• User
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Controls the default configuration when a Add to Workspace action is performed.
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>
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• Site
• Organizations
• User
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Controls the default configuration when a Check Out action is performed.
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>
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• Site
• Organizations
• User
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Controls the default set of objects to be checked out.
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>
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• Site
• Organizations
• User
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Setting this preference to Yes allows you to set the Advanced tab as the default in the Add to Workspace and Check Out actions.
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> [preference name]
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• Site
• Organizations
• User
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Allows you to manage the collected objects and its dependent objects during Export from Workspace operation.
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Revise Preferences
The following table describes the revise preferences.
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Name
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Context
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Description
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|---|---|---|---|---|
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>
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• Site
• Organizations
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The Include related CAD / Dynamic, Include related Documents and Include related Parts values are set by default.
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