Windchill Fundamentals > Working with Windchill Objects > Documents > Documents in Windchill > Content Management Preferences
  
Content Management Preferences
Preference settings determine how primary content is downloaded and uploaded. For more information, see Preference Management.
The visibility of preferences is determined by how you access the Preference Management utility:
• Some preferences are set at the user level.
To view and modify your individual user preferences, select Quick LinksMy Settings > Preferences.
• Some preferences are set at context, organization, or site level by an administrator.
From the Navigator, select Utilities under a specific context, organization, or site. Click Preference Management under the Business Administration utility category.
If a preference is visible but cannot be edited, then this preference has been locked at a higher level.
To change a preference, select Set Preference from the right-click actions menu of the preference you want to change. For more information, see Setting a Preference.
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In the tables below, “Visibility” indicates the lowest level at which the preference can be set. For example, “Site” means that only site administrators can view or set the preference. “User” means that an individual user, context administrator, organization administrator, and site administrator can view or set the preference. However, your local administrators might change the default preference visibility.
Attachment Preferences
The Attachments preference group determines general upload and download behavior when working with Windchill content, including Microsoft Office documents as well as any other downloadable file types.
Default File Path
Visibility
User
Default
My Documents
Description
The location in which downloaded files are saved on your local machine. The default location is set to your My Documents folder or is otherwise determined by your local operating system.
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To manually set this preference, use a separator character after the final directory. For example:
Correct — C:\MyFolder\
Incorrect — C:\MyFolder
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This preference does not apply if your File Download Mechanism preference is set to the basic browser functionality.
Document Name
Visibility
User
Default
Yes
Description
Determines whether a name for the document is automatically generated based on the filename.
The default value of this preference is  Yes, indicating that the  Name field is automatically updated to display the filename. If you want to enter a name manually instead, change the value of this preference to  No.
File Download Behavior
Visibility
User
Default
Always ask
Description
Determines whether you are prompted to open or save downloaded files, or whether these actions are performed automatically.
There are three options for this setting:
• Always ask whether to open or save a downloaded file
• Always save file to user-selected directory
• Always open file in application
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This preference does not apply if your File Download Mechanism preference is set to the basic browser functionality.
File Download Mechanism
Visibility
User
Default
Basic browser functionality
Description
Determines how files are downloaded from Windchill, including what preferences settings and functionalities are available to you.
• Use Windchill Desktop Integration functionality to download files
This option requires the Windchill Desktop Integration plugin.
Windchill Desktop Integration allows you to work with Windchill documents without accessing Windchill in a browser. For more information, see Windchill Desktop Integration.
◦ Automatically maps attributes for primary content files.
◦ Supports Windchill preference settings.
◦ Ability to download files with extremely long filenames.
• Use basic browser functionality to download files
The download behavior is determined by the browser you are using to run Windchill.
◦ Does not support Windchill preference settings, including Default File Path and File Download Behavior. You can set these preferences through your browser.
◦ No additional plugins are necessary.
• Open Office files in Office Online
Windchill Office Online Integration allows you to work with Windchill documents by accessing Windchill in Microsoft Office Online. For more information, see Windchill Office Online Integration.
◦ Manage Windchill documents in the cloud environment using web-based content like Microsoft Office files.
◦ Requires the Windchill Office Online Integration add-in and Office Online system configuration.
Force Desktop Integration Installation
Visibility
Organization
Default
Yes
Description
If you set the File Download Mechanism preference to Use Windchill Desktop Integration functionality to download files, but have not installed the DTI plugin on your local machine, then this preference controls whether you are allowed to download documents without first installing the plugin.
When set to Yes, users must download the Windchill Desktop Integration plugin before proceeding.
Keep document open after check-in
Visibility
User
Default
No
Description
This preference only applies when using Windchill Desktop Integration.
When you check in a document from the Windchill menu in a Microsoft Office application, the document automatically closes once the checkin is complete. You are given the option to keep the document open instead. This preference controls whether Keep document open is selected by default.
Optional Attributes
Visibility
Site, Context
Default
No
Description
Determines whether the following attributes are displayed for attachments and primary content:
• Comments
• Authored By
• Externally Distributable
• File Version
• Last Authored
• Primary Content Description
• Sort Number
• Tool Name
• Tool Version
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The visibility of the Primary Content Description attribute can be set at the context level. All other optional attributes are controlled at the site level.
Primary Content Enforcement
Visibility
Site
Default
Primary content is always optional
Description
Determines whether documents must include primary content.
• Primary content is always optional.
• Primary content is initially optional, but cannot be removed once it has been added.
• Primary content is always required.
Send local file to Recycle Bin
Visibility
User
Default
No
Description
This preference only applies when using Windchill Desktop Integration.
When you check in a document or create a new Windchill document from the file you are authoring, you are given the option to automatically delete the local version of that file. The file is only deleted after the upload or checkin operation is complete. This preference controls whether Send local file to Recycle Bin is selected by default.
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If you open a document from Windchill without checking it out and back in, a local version remains saved until you manually delete it.
Upload Primary File on Checkin
Visibility
Context
Default
Yes
Description
Determines whether Upload file or Do not upload file is selected by default when a document is edited or checked in. These options appear under the Set Attributes step.
The default value of this preference is Yes, when means that the Upload file option is selected by default. This enables the Browse button and requires the user to change the selection or upload a file before continuing.
Document Preferences
The following preferences, located under the Documents preference category heading, are relevant to creating, uploading, and downloading Windchill documents with primary content:
Check Out New Document from Template
Visibility
Site
Default
Yes
Description
Determines whether the Check out and download checkbox is selected by default when creating a new document from a template.
Compressed File Upload Limit
Visibility
User
Default
0
Description
If a user initiates the Upload Documents from Compressed File action on a particularly large ZIP file, it can adversely affect Windchill performance.
Use this preference to set a limit on how many documents can be uploaded at one time. An error message appears if the user attempts to upload more than the allowed value.
Set this value to 0 to allow unlimited documents.
Default contexts under Windchill Documents in Windows Explorer
Visibility
User
Default
Recently Accessed and Favorites
Description
This preference only applies to when using Windchill Desktop Integration.
Determines the default list of contexts you see when expanding the Windchill Documents node in Windows Explorer:
• Recently Accessed + Favorites
• Recently Accessed
• Favorites
• All
To mark a context as your favorite, navigate to the context table in Windchill. For example, to set your favorite projects, open the Navigator and click the project icon . Click View All to open the Projects table. This table lists all projects in which you are a member or have access. Select the checkboxes next to your favorite projects and click the add to favorites icon on the table toolbar.
Document from Template Filename
Visibility
Context
Default
<number>_<name>
Description
Specifies the filename format of new documents created using a Windchill template.
To set this preference, manually enter your preferred filename format. The following are examples of possible formats:
• <number>_<name>
• <number> -- <name>
• <templateFilename> <name> <number>
• <templateFilename> <name>
• <templateFilename> <number>
• <templateFilename> - <name> - <number>
• <name>_some_string_<number>
Document from Template Filename Length
Visibility
Context
Default
40
Description
Specifies the number of characters allowed when naming new documents created using a Windchill template. The filename is truncated after the specified length is reached, and the number of characters in the filename extension is added onto the base even after the limit has been reached.
Name Uniqueness Validation Types
Visibility
Context
Default
Warn the user - Check unique names within same folder
Description
Determines how you manage duplicate filenames for documents within contexts and folders.
The following options are available:
• Do not check—Duplicate names are allowed.
• Warn the user - Check unique names within same folder—User is notified about duplicate names within same folder.
• Warn the user - Check unique names within same context—User is notified about duplicate names within same context.
• Force unique names within same context—Duplicate names are not allowed within the same contexts.
• Force unique names within same folder—Duplicate names are not allowed within the same folder.
Title Attribute
Visibility
Context
Default
No
Description
Determines whether the Title attribute is displayed for documents.
Windchill Desktop Integration Check In Behaviour
Visibility
Organization
Default
Yes
Description
Determines whether editable attribute fields appear when checking in a document using desktop integration.
When set to Yes, the checkin window includes an additional Set Attributes step. When set to No, users are only prompted to enter an optional checkin comment.