Configuring Collection
The administrator or user can define default collector behavior through the Windchill Preference Management utility (the default behavior can be changed at run time). The following collection modes are supported:
• Collecting all dependents at the time the collector is launched with a seed object (up- front) such that selection actions are enabled or disabled depending on what is selected
• Collecting only the required dependents of a seed object at the time the collector is launched
• Collecting dependents incrementally when an object is selected and an action clicked
The first two listed modes can be accomplished on the Basic tab of the action page. The incremental selection is performed on the Advanced tab.
The system provides default settings that apply to both tabs. You can tailor the collection process by setting one or more specific preferences that determine which default object collection is performed when an action is initiated.
All preferences related to the collector can be set by site, organization, or user in the > > > . The collector infrastructure allows each specific action (for example, Check In or Edit Attributes) to specify a default collection for the action, as well as a default display for the Advanced tab.
The preference is set in the Preference Management utility under the node specific to the action. For example, the preferences for collection at Check In are found as illustrated in the next graphic.
The following collector preferences can be set to the values listed (note that not all the following collection options are applicable to every action — for example, Collector for “Add to Baseline” has difference collection options from “Add to Workspace”):
• Default display: All as a list, Structure, Drawings, Related Objects, Family table, References, Change Objects.
• Configuration: Latest, As Stored, Baseline, Effectivity, Use Workspace Configuration.
• Drawings: All, Initially Selected Only, None
• Parts: All, Initially Selected Only, None
• Documents: All, Initially Selected Only, None
• CAD Documents: All, Initially Selected Only, None
• Affected Data : All, None
• Change Items: All, None
• Change Notice: All, None
• Change Activity: All, None
• Change Request: All, None
• Related objects : All, Required, None
• CAD Document Dependents: All, Initially Selected Only, None
• Part Dependents: All, None
• Variance: All, None
Because only a subset of these preferences might be relevant for a specific action, not all preferences are required to exist for each action.
| A particular preference can be overridden by each individual user if it is not locked at the Organization or Site level by the administrator. |
