Frequently Used Preferences in the Preference Management Utility (Creo Elements/Direct Drafting)
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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The intent of this section is to list 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 AutoCAD that can be managed from the Preference Management utility, refer to the Preference Management utility in Windchill.
The following tables list the most frequently used preferences in the categoriesOperation, Workgroup Manager Client, and Workspaces that can ne managed for Windchill Workgroup Manager for Creo Elements/Direct Drafting per 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
All Values
Default Drawing Frame Location
Site
Organizations
Products
Projects
Libraries
User
/<path>
Default Load Type
Site
Organizations
Full
Structure
Partial
Lightweight
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
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.
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 > Change Note Attribute
Site
Organizations
PTC_WM_LAST_CHANGE_NOTE
Mapping System Attributes and File Properties > Created By Attribute
Site
Organizations
PTC_WM_CREATED_BY
Mapping System Attributes and File Properties > Created On Attribute
Site
Organizations
PTC_WM_CREATED_ON
Mapping System Attributes and File Properties > Modified By Attribute
Site
Organizations
PTC_WM_MODIFIED_BY
Mapping System Attributes and File Properties > Modified On Attribute
Site
Organizations
PTC_WM_MODIFIED_ON
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 > Part Revision Attribute
Site
Organizations
PTC_WM_PART_REVISION_FOR_DRAWING
Mapping System Attributes and File Properties > Part State Attribute
Site
Organizations
PTC_WM_PART_STATE_FOR_DRAWING
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 In CAD Tool for Non-native Objects
Site
Organizations
Products
Projects
Libraries
User
Yes
No
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
<search file path>
Update Overwrite Local Content
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
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 > Set for Check Out
Site
Organizations
Products
Projects
User
SELECTED_AND_MODIFIED
SELECTED
ALL
Workspace Display
Site
Organizations
Products
Projects
User
All items
Featured items
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 Creo Elements/Direct Drafting.
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There are several preferences that can be set for Creo Elements/Direct Drafting 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 <preference name>
Site
Organizations
User
Select the preference and the appropriate value from the list of preferences for Creo Elements/Direct Drafting.
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There are several preferences that can be set for Creo Elements/Direct Draftingunder 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 > Set 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 Creo Elements/Direct Drafting.
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There are several preferences that can be set for Creo Elements/Direct Drafting under Workspace > Export from Workspace > Collector <preference name>.
Preferences under Revise
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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