Policy-Managed Naming and Numbering

Windchill Workgroup Manager supports two policies to determine how newly created objects are named and numbered. These policies are the following:

These policies are only used during the initial creation of documents. These policies are used during upload of new dynamic data (when a new dynamic document can be created based on a model file). If the policy is changed at a later date, existing data is not affected.

These policies can be used together to drive the naming and numbering behavior. For example, auto numbering can be used with Custom to form a numbering policy. The four policies can be described as follows:

◦ This is the default naming and numbering policy.

◦ The document number is provided by the document number generator (either using the standard Windchill number generator, or through customization).

◦ In the Rename user interface, the number field can not be edited , unless auto-numbering is disabled or the override preference is set by the administrator that allows users to override the auto-numbering sequence and manually enter a value in the number field.

◦ When you disable auto-numbering, the name-driven policy comes into effect.

◦ The Windchill Object Number is copied from the file name (the file extension can be dropped and is controlled by the Windchill preference, Upload Drop Number File Extension).

◦ The Windchill Document Name is also copied from the model file name (the file extension can be dropped and is controlled by the Windchill preference, Upload Drop Name File Extension).

◦ If you use Workspace Rename to set the Windchill Name or Number attribute for a new document, its value is pushed from Windchill to the authoring environment .

◦ The document and part Number field can be edited using Rename. If parts are auto-created from dynamic documents, then the user does not get the chance to specify a part number. If parts are created manually, the user has the option to specify number during creation (assuming autonumbering is disabled). If a dynamic document is created in theauthoring application, it has no ability to define the Windchill dynamic document number. The user must then use Rename in the workspace to allocate a different value prior to check in.