Frequently Used Preferences in the Preference Management Utility

Name	Client	Contexts	Values
Operation > Auto Associate > Allow Association of Model Items by Model Item Sub-types	Generic ECAD, CADDS 5, Creo Schematics, Creo Elements/Direct Modeling	• Site • Organizations	• CUSTOM • LIBRARY
Operation > Auto Associate > Allow Association of Model Items by Model Item Sub-types > Generic ECAD	Generic ECAD, ECAD Neutral, Cadence Allegro PCB Editor, Cadence Allegro Design Entry HDL, Cadence Allegro Advanced Package Designer, Cadence Team Design Option, Mentor Graphics Board Station XE, Mentor Graphics Design Architect XE, Altium Designer Schematic, Zuken CR 8000 Design Force, Zuken CR 8000 Design Gateway, Altium Designer PCB, Mentor Graphics Expedition PCB, Mentor Graphics PADS Logic, Mentor Graphics DXDesigner, Mentor Graphics Design Capture, Cadence OrCAD Layout, Zuken CR5000 System Designer, Mentor Graphics PADS Layout, Cadence Allegro Design Entry CIS/OrCAD Capture	• Site • Organizations	• CUSTOM • LIBRARY • ECAD • ASSEMBLY • ECAD_BOARD • ECAD_ASSEMBLY • ECAD_SCHEMATIC • ECAD_COMPONENT
Operation > Auto Associate > Allow Association of Model Items by Model Item Types	Generic ECAD, CADDS 5, Creo Schematics, Creo Elements/Direct Modeling, CATIA V5, CADDS 5	• Site • Organizations	COMPONENT
Operation > Auto Associate > Auto Associate Truncate Name File Extension	Generic ECAD, Creo Elements/Direct Modeling, Creo Elements/Direct Drafting, Creo Schematics, Medusa, AutoDesk Inventor, CATIA V5, NX, SolidWorks, Creo, CADDs 5, AutoCAD, Creo Illustrate, IsoDraw	• Site • Organizations	• Yes • No
Operation > Auto Associate > Auto Associate Truncate Number File Extension	Generic ECAD, Creo Elements/Direct Modeling, Creo Elements/Direct Drafting, Creo Schematics, Medusa, AutoDesk Inventor, CATIA V5, NX, SolidWorks, Creo, CADDs 5, AutoCAD, Creo Illustrate, IsoDraw	• Site • Organizations	• Yes • No
Operation > Auto Associate > Create Alternate Link On Check In	Generic ECAD, Creo Elements/Direct Modeling, Creo Elements/Direct Drafting, Creo Schematics, Medusa, AutoDesk Inventor, CATIA V5, NX, SolidWorks, Creo, CADDs 5, AutoCAD, Creo Illustrate, IsoDraw	• Site • Organizations • Products • Projects • Libraries	• Yes • No
Operation > Auto Associate > Create Associate New Part	Generic ECAD, Creo Elements/Direct Modeling, Creo Elements/Direct Drafting, Creo Schematics, Medusa, AutoDesk Inventor, CATIA V5, NX, SolidWorks, Creo, CADDs 5, AutoCAD, Creo Illustrate, IsoDraw	• Site • Organizations • Products • Projects • Libraries	• Owner • Owner and Contributing Image • All • Never
Operation > Auto Associate > Create Associate New Part > Generic ECAD	Generic ECAD, ECAD Neutral, Cadence Allegro PCB Editor, Cadence Allegro Design Entry HDL, Cadence Allegro Advanced Package Designer, Cadence Team Design Option, Mentor Graphics Board Station XE, Mentor Graphics Design Architect XE, Altium Designer Schematic, Zuken CR5000 Board Designer, Zuken CR-8000 Design Force, Zuken CR-8000 Design Gateway, Altium Designer PCB, Mentor Graphics Expedition PCB, Mentor Graphics PADS Logic, Mentor Graphics DXDesigner, Mentor Graphics Design Capture, Cadence OrCAD Layout, Zuken CR5000 System Designer, Mentor Graphics PADS Layout, Cadence Allegro Design Entry CIS/OrCAD Capture	• Site • Organizations • Products • Projects • Libraries	• Owner • Owner and Contributing Image • All • Never
Operation > Auto Associate > Disallow Product Structure Links by Document Sub-types	Generic ECAD, Creo Elements/Direct Modeling, Creo Elements/Direct Drafting, Creo Schematics, Medusa, AutoDesk Inventor, CATIA V5, NX, SolidWorks, Creo, CADDs 5, AutoCAD, Creo Illustrate, IsoDraw	• Site • Organizations	• Contributing Content • Content
Operation > Auto Associate > Disallow Product Structure Links by Document Types	Generic ECAD, Creo Elements/Direct Modeling, Creo Elements/Direct Drafting, Creo Schematics, Medusa, AutoDesk Inventor, CATIA V5, NX, SolidWorks, Creo, CADDs 5, AutoCAD, Creo Illustrate, IsoDraw	• Site • Organizations	• CADDRAWING • CALCULATION_DATA
Operation > Auto Associate > Disallow Product Structure Links by Document Types > Generic ECAD	Generic ECAD, ECAD Neutral, Cadence Allegro PCB Editor, Cadence Allegro Design Entry HDL, Cadence Allegro Advanced Package Designer, Mentor Graphics Board Station XE, Mentor Graphics Design Architect XE, Altium Designer Schematic, Zuken CR5000 Board Designer, Zuken CR-8000 Design Force, Zuken CR-8000 Design Gateway, Altium Designer PCB, Mentor Graphics Expedition PCB, Mentor Graphics PADS Logic, Mentor Graphics DXDesigner, Mentor Graphics Design Capture, Cadence OrCAD Layout, Zuken CR5000 System Designer, Mentor Graphics PADS Layout, Cadence Allegro Design Entry CIS/OrCAD Capture	• Site • Organizations	• ECAD-CONTENT • ECAD-DRAWING • ECAD-MCAD-EXCHANGE-DATA • ECAD-PACKAGED-VIEW • ECAD-NON-SEPARABLE-GENERIC • ECAD-BOM-ATTR-MAP • ECAD-BOM-FILTER • ECAD-CONTENT-DEFINITION • ECAD-HOOK-DEFINITION
Operation > Auto Associate > Disallow Structure CAD Document Sub-types	Generic ECAD, Creo Elements/Direct Modeling, Creo Elements/Direct Drafting, Creo Schematics, Medusa, AutoDesk Inventor, CATIA V5, NX, SolidWorks, Creo, CADDs 5, AutoCAD, Creo Illustrate, IsoDraw	• Site • Organizations	• Contributing Image • Image
Operation > Auto Associate > Disallow Structure CAD Document Types > Generic ECAD	Generic ECAD, ECAD Neutral, Cadence Allegro PCB Editor, Cadence Allegro Design Entry HDL, Cadence Allegro Advanced Package Designer, Mentor Graphics Board Station XE, Mentor Graphics Design Architect XE, Altium Designer Schematic, Zuken CR5000 Board Designer, Zuken CR-8000 Design Force, Zuken CR-8000 Design Gateway, Altium Designer PCB, Mentor Graphics Expedition PCB, Mentor Graphics PADS Logic, Mentor Graphics DXDesigner, Mentor Graphics Design Capture, Cadence OrCAD Layout, Zuken CR5000 System Designer, Mentor Graphics PADS Layout, Cadence Allegro Design Entry CIS/OrCAD Capture	• Site • Organizations	• ECAD-BOARD • ECAD-SCHEMATIC
Operation > Auto Associate > Disallow Structure Model Item Sub-types	Generic ECAD, Creo Elements/Direct Modeling, Creo Schematics, CATIA V5, CADDs 5	• Site • Organizations	LIBRARY
Operation > Auto Associate > Disallow Structure Model Item Sub-types > Generic ECAD	Generic ECAD, ECAD Neutral, Cadence Allegro PCB Editor, Cadence Allegro Design Entry HDL, Cadence Allegro Advanced Package Designer, Cadence Team Design Option, Mentor Graphics Board Station XE, Mentor Graphics Design Architect XE, Altium Designer Schematic, Zuken CR5000 Design Gateway, Zuken CR5000 Board Designer, Altium Designer PCB, Mentor Graphics Expedition PCB, Mentor Graphics PADS Logic, Mentor Graphics DXDesigner, Mentor Graphics Design Capture, Cadence OrCAD Layout, Zuken CR5000 System Designer, Mentor Graphics PADS Layout, Cadence Allegro Design Entry CIS/OrCAD Capture, Zuken CR-8000 Design Force, Zuken CR-8000 Design Gateway	• Site • Organizations	• LIBRARY • ECAD-BOARD • ECAD-SCHEMATIC • ECAD-COMPONENT
Operation > Auto Associate > Disallow Structure Model Item Types	Generic ECAD, Creo Elements/Direct Modeling, Creo Schematics, CATIA V5, CADDs 5	• Site • Organizations	Image
Operation > Auto Associate > Disallow Structure Model Item Types > Force Autonumbered Part Creation	Generic ECAD, Creo Elements/Direct Modeling, Creo Elements/Direct Drafting, Creo Schematics, Medusa, AutoDesk Inventor, CATIA V5, NX, SolidWorks, Creo, CADDs 5, AutoCAD, Creo Illustrate, IsoDraw	• Site • Organizations	• Yes • No

Name

Client

Context

All Values

Workgroup Manager Client > ECAD > Non Standard Reference Designator Character/Pattern

Generic ECAD

• Site

Unique Separator

Applies to X-24 M030 and onwards.

Workgroup Manager Client > ECAD > Show Components In Association UI

ECAD

• Site

• Organizations

• Products

• Projects

• Libraries

• User

• Yes

• No

Workgroup Manager Client > ECAD > Show Schematic in BOM Manager

Generic ECAD

• Site

• Organizations

• Products

• Projects

• Libraries

• User

• Yes

• No

Workgroup Manager Client > ECAD > Default Part Structure Source

Generic ECAD

• Site

• Organizations

• Products

• Projects

• Libraries

• User

Schematic, Board

Workgroup Manager Client > ECAD > Generate BOM for Missing Parts

Generic ECAD

• Site

• Organizations

• Products

• Projects

• Libraries

• User

• Yes

• No

Workgroup Manager Client > ECAD > Generate BOM for Undefined Numbers

Generic ECAD

• Site

• Organizations

• Products

• Projects

• Libraries

• User

• Yes

• No

Workgroup Manager Client > ECAD > Show Design Level BOM Definition

Generic ECAD

• Site

• Organizations

• Products

• Projects

• Libraries

• User

• Yes

• No

Workgroup Manager Client > Independently Modify Instances

Generic ECAD, Autodesk Inventor, CATIA V5, NX, SolidWorks, Creo Schematics

• Site

• Organizations

• Yes

• No

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

Generic ECAD, CADDS 5, AutoCAD, Autodesk Inventor, CATIA V5, NX, SolidWorks, Mathcad, Creo Elements/Direct Modeling, Creo

• Site

• Organizations

• Products

• Projects

• Libraries

• User

• Required

• All

• None

Workgroup Manager Client > Open Collector > Include Related Drawings

CADDS 5, AutoCAD, Autodesk Inventor, CATIA V5, NX, SolidWorks, Creo Illustrate, IsoDraw, Mathcad, Creo Elements/Direct Modeling, Creo, Generic ECAD

• Site

• Organizations

• Products

• Projects

• Libraries

• User

• None

• All

• Initially Selected

Workgroup Manager Client > Undo Checkout Overwrite Local Content

Generic ECAD, CADDS 5, AutoCAD, Autodesk Inventor, CATIA V5, NX, SolidWorks, Creo Illustrate, Creo Schematics, IsoDraw, Mathcad, Creo Elements/Direct Drafting, Creo Elements/Direct Modeling, Creo

• Site

• Organizations

• Products

• Projects

• Libraries

• User

• Yes

• No

Workgroup Manager Client > Update Overwrite Local Content

Generic ECAD, CADDS 5, AutoCAD, Autodesk Inventor, CATIA V5, NX, SolidWorks, Creo Illustrate, Creo Schematics, IsoDraw, Mathcad, Creo Elements/Direct Drafting, Creo Elements/Direct Modeling

• Site

• Organizations

• Products

• Projects

• Libraries

• User

• Yes

• No

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

Generic ECAD, CADDS 5, AutoCAD, Autodesk Inventor, CATIA V5, NX, SolidWorks, Creo Illustrate, Creo Schematics, IsoDraw, Mathcad, Creo Elements/Direct Drafting, Creo Elements/Direct Modeling, Creo

• Site

• Organizations

• Products

• Projects

• Libraries

• User

• CAD/Dynamic Document Type

• Attachment File Type

• Content Category

Workgroup Manager Client > Workspace Frame Stack Size

Generic ECAD, Creo Schematic

• Site

• Organizations

• User

Name

Client

Context

All Values

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

All

• Site

• Organizations

• User

• DOWNLOAD

• LINK

Workspace > Add to Workspace and Check Out > Add to Workspace Collector > <preference name>

All

• 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 <name of CAD tool> 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

All

• Site

• Organizations

• User

• Yes

• No

Workspace > Add to Workspace and Check Out > Check Out Collector > <preference name>

All

• 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 <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

All

• Site

• Organizations

• User

• Yes

• No

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

All

• Site

• Organizations

• User

• Yes

• No

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

All

• Site

• Organizations

• User

• DEFAULT

• LATEST

• AS_STORED

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

All

• Site

• Organizations

• User

• DEFAULT

• LATEST

• AS_STORED

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

All

• Site

• Organizations

• User

• SELECTED_AND_MODIFIED

• SELECTED

• ALL

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

All

• Site

• Organizations

• User

• Yes

• No

Workspace > Edit Workspace Preferences > Allow Effectivity for CAD Documents

All

• Site

• Organizations

• User

• Yes

• No

Workspace > Export from Workspace > Collector > <preference name>

All

• 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 <name of CAD tool> under Workspace > Export from Workspace > Collector > <preference name>.