Frequently Used Preferences in the Windchill Preference Management Utility

Integration with Other Applications > Windchill Workgroup Manager Documentation > CATIA V5 > Administrator > Preferences for CATIA V5 > Frequently Used Preferences in the Windchill Preference Management Utility

This topic lists the most frequently used preferences that you can set or modify depending on your Windchill role, and not every preference that can be set using the Preference Management utility. For a complete list of preferences that can be set for Windchill Workgroup Manager for CATIA V5, refer to the Preference Management utility in Windchill.

• Descriptions for these preferences are available within the Windchill Preference Management utility Set Preference window.

• Preferences by the same name, managed in the wgmclient.ini file on the client system, have priority.

Preferences Under Operation

The following table describes the most frequently used preferences that can be set or modified from the Operation category and subcategories.

Name

Contexts

Values

Operation > Auto Associate > Auto Associate Naming Parameter

• Site

• Organizations

No soft attribute in the CAD document is used to name the part (default).

Operation > Auto Associate > Auto Associate Numbering Parameter

• Site

• Organizations

No soft attribute in the CAD document is used to name the part (default).

Operation > Auto Associate > Auto Associate Truncate Name File Extension

• Site

• Organizations

• Yes

• No

Operation > Auto Associate > Auto Associate Truncate Number File Extension

• Site

• Organizations

• Yes

• No

Operation > Auto Associate > Create Alternate Link On Check In

• Site

• Organizations

• Products

• Projects

• Libraries

• Yes

• No

Operation > Auto Associate > Create Associate New Part

• Site

• Organizations

• Products

• Projects

• Libraries

• Owner

• Owner and Images

• All

• Never

Operation > Auto Associate > Disallow Product Structure Links by Document Sub-types

• Site

• Organizations

• Contributing Content

• Content

Operation > Auto Associate > Disallow Product Structure Links by Document Sub-types > CATIA V5

• Site

• Organizations

Operation > Auto Associate > Disallow Product Structure Links by Document Types

• Site

• Organizations

• CADDRAWING

• CALCULATION_DATA

Operation > Auto Associate > Disallow Structure CAD Document Sub-types

• Site

• Organizations

• Contributing Image

• Image

Operation > Auto Associate > Disallow Structure CAD Document Types

• Site

• Organizations

CADDRAWING

Operation > CAD Data Management > Content Handling > Download <preference name>

• Site

• Organizations

Select the preference and the appropriate value from the list of preferences for CATIA V5.

There are several preferences that can be set for CATIA V5 under Operation > CAD Data Management > Content Handling > Download <preference name>.

Operation > CAD Data Management > Content Handling > Mark Out Of Date <preference name>

• Site

• Organizations

Select the preference and the appropriate value from the list of preferences for CATIA V5.

There are several preferences that can be set for CATIA V5 under Operation > CAD Data Management > Content Handling > Mark Out Of Date <preference name>.

Operation > CAD Data Management > Content Handling > Set Default Subtype

• Site

• Organizations

• Yes

• No

Operation > Dynamic Document default soft type

• Site

• Organizations

• ${internet_domain_name}

• ${internet_domain_name}. MachineDesign

Operation > Edit Attributes > Collector <preference name>

• Site

• Organizations

• Products

• Projects

• Libraries

• User

Select the preference and the appropriate value from the list of preferences for CATIA V5.

There are several preferences that can be set for CATIA V5 under Operation > Edit Attributes > Collector <preference name>.

Operation > Remove from Workspace > Collector <preference name>

• Site

• Organizations

• Products

• Projects

• Libraries

Select the preference and the appropriate value from the list of preferences for CATIA V5.

There are several preferences that can be set for CATIA V5 under Operation > Remove from Workspace > Collector <preference name>.

Operation > Gathering (Core HTML Component) > Trace Drawing Optional Dependents

• Site

• Organizations

• Products

• Projects

• Libraries

• User

• Per Configuration (All, Required, None)

• Required (All, Required, None)

Operation > New CAD Document > Synchronize CAD File Name with CAD Document Number

• Site

• Organizations

• Products

• Projects

• Libraries

• User

• Per Configuration (All, Required, None)

• Required (All, Required, None)

Operation > Remove from Workspace > Collector <preference name>

• Site

• Organizations

• Products

• Projects

• Libraries

• User

Select the preference and the appropriate value from the list of preferences for CATIA V5.

There are several preferences that can be set for CATIA V5 under Operation > Remove from Workspace > Collector <preference name>.

Operation > Rename > Collector

• Site

• Organizations

• Products

• Projects

• Libraries

• User

• Yes

• No

Operation > Set State > Collector <preference name>

• Site

• Organizations

• Products

• Projects

• Libraries

• User

Select the preference and the appropriate value from the list of preferences for CATIA V5.

There are several preferences that can be set for CATIA V5 under Operation > Set State > Collector <preference name>.

Operation > Undo Check Out > Collector <preference name>

• Site

• Organizations

• Products

• Projects

• Libraries

• User

Select the preference and the appropriate value from the list of preferences for CATIA V5.

There are several preferences that can be set for CATIA V5 under Operation > Undo Check Out > Collector <preference name>.

Operation > Update Operation > Update <preference name>

• Site

• Organizations

• Products

• Projects

• Libraries

• User

Select the preference and the appropriate value from the list of preferences for CATIA V5.

There are several preferences that can be set for CATIA V5 under Operation > Update Operation > Update <preference name>.

Operation > Update Operation > Update > Add Primary Contents to Workspace

• Site

• Organizations

• Products

• Projects

• Libraries

• User

• DOWNLOAD

• LINK

Operation > Update Operation > Upload <preference name>

• Site

• Organizations

• Products

• Projects

• Libraries

• User

Select the preference and the appropriate value from the list of preferences for CATIA V5.

There are several preferences that can be set for CATIA V5 under Operation > Update Operation > Upload <preference name>.

Operation > Upload Operation > Upload <preference name>

• Site

• Organizations

• Products

• Projects

• Libraries

• User

Select the preference and the appropriate value from the list of preferences for CATIA V5.

There are several preferences that can be set for CATIA V5 under Operation > Upload Operation > Upload <preference name>.

Operation > Upload Operation > Collector <preference name>

• Site

• Organizations

• Products

• Projects

• Libraries

• User

Select the preference and the appropriate value from the list of preferences for CATIA V5.

There are several preferences that can be set for CATIA V5 under Operation > Upload Operation > Collector <preference name>.

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

Values

Workgroup Manager Client > Add Active Workspace To CATIA DLNames List

• Site

• Organizations

• Yes

• No

Workgroup Manager Client > All-in-One CATPart Creation with Merging all Bodies

• Site

• Organizations

• Yes

• No

Workgroup Manager Client > All-in-One CATPart name

• Site

• Organizations

_AllCATPart

Workgroup Manager Client > Allow Continuing Save to Workspace or Checkin When Missing Design Table File

• Site

• Organizations

• Yes

• No

Workgroup Manager Client > Allow to save in different environment

• Site

• Organizations

• Yes

• No

Workgroup Manager Client > Assembly-level CGR parameter

• Site

• Organizations

• Products

• Projects

• Libraries

Part Parameter

Workgroup Manager Client > CATIA V5 Template Part Number

• Site

• Organizations

• Products

• Projects

• Libraries

Part Number

Workgroup Manager Client > Design In Context > Assembly Template Used In New Image Design Context Action

• Site

• Organizations

• Products

• Projects

• Libraries

ProductTemplate.CATProduct

Workgroup Manager Client > Design In Context > Assembly Template Used In New Image Design Context Action > CATIA V5

• Site

• Organizations

• Products

• Projects

• Libraries

ProductTemplate.CATProduct

Workgroup Manager Client > Design In Context > Attribute skipping image update

• Site

• Organizations

• True

• False

Workgroup Manager Client > Design In Context > Default Design Context Definition Rule

• Site

• Organizations

• Products

• Projects

• Libraries

• User

• Assembly Only

• Full

• Lightweight

• Geometry

Workgroup Manager Client > Design In Context > Default Representation

• Site

• Organizations

• Products

• Projects

• Libraries

• User

• Full

• Lightweight

• Geometry

Workgroup Manager Client > Design In Context > Default Template for Open in Creo View/CAD Tool

• Site

• Organizations

• Products

• Projects

• Libraries

• User

Workgroup Manager Client > Design In Context > Hide wizard when creating a Design Context from a Configuration Context

• Site

• Organizations

• Products

• Projects

• Libraries

• User

• Yes

• No

Workgroup Manager Client > Design In Context > Show Excluded Nodes

• Site

• Organizations

• Products

• Projects

• Libraries

• User

• Yes

• No

Workgroup Manager Client > Design In Context > Show New Design Context Action

• Site

• Organizations

• Products

• Projects

• Libraries

• Yes

• No

Workgroup Manager Client > Disable Check out on the fly

• Site

• Organizations

• Products

• Projects

• Libraries

• Check out – Disable the Conflicts (for Check out on the fly) window and check out the document.

• Revise and Check out – Disable the Conflicts (for Check out on the fly) window; revise and check out the document.

• Continue – Disable the Conflicts (for Check out on the fly) window and continue to save the document without a checkout.

Documents that are not explicitly checked out are not eligible for check in.

• No – (default) Enables the display of the Conflicts (for Check out on the fly) window.

Workgroup Manager Client > Design In Context > Show Open Context in Creo View and CAD Tool Action

Workgroup Manager Client > Enable Environment Management

• Site

• Organizations

• Yes

• No

Workgroup Manager Client > Enable Read Only In Session

• Site

• Organizations

• Yes

• No

Workgroup Manager Client > Enable Replace in CAD Session on Refresh

• Site

• Organizations

• Yes

• No

Workgroup Manager Client > Enable Support for Parameters or Properties with Units

• Site

• Organizations

• Yes

• No

Workgroup Manager Client > Environment Management Parameter

• Site

• Organizations

PTC_WM_ENVMGMT

Workgroup Manager Client > Expose Annotation Text Notes From Specification Tree

• Site

• Organizations

• Yes

• No

Workgroup Manager Client > Expose Manufacturing Information

• Site

• Organizations

• Yes

• No

Workgroup Manager Client > Expose Measure Inertia Property

• Site

• Organizations

• Blank

• PartBody

Workgroup Manager Client > Expose Parameters under Specific Geometrical Set From Specification Tree

• Site

• Organizations

• Blank

• Names

• All

Workgroup Manager Client > Family Table Instance Creation > Manage model instances as family table CAD Documents

• Site

• Organizations

• Products

• Projects

• Libraries

• All

• Assembly

• Parts

• Disable

Workgroup Manager Client > Identify Standard Part

• Site

• Organizations

Workgroup Manager Client > Ignore Missing Dependents

• Site

• Organizations

• Yes

• No

Workgroup Manager Client > Independently Modify Instances

• Site

• Organizations

• Yes

• No

Workgroup Manager Client > Managed Environment Variable

• Site

• Organizations

Workgroup Manager Client > Managed Read Only Area Folders

• Site

• Organizations

• Products

• Projects

• Libraries

Workgroup Manager Client > Mapping System Attributes and File Properties > CAD Document Iteration System Attribute

• Site

• Organizations

• PTC_WM_ITERATION

• CAD Document Iteration System Attribute

Workgroup Manager Client > 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

Workgroup Manager Client > Mapping System Attributes and File Properties > CAD Document Life Cycle System Attribute

• Site

• Organizations

• PTC_WM_LIFECYCLE

• CAD Life Cycle System Attribute

Workgroup Manager Client > Mapping System Attributes and File Properties > CAD Document Name System Attribute

• Site

• Organizations

• PTC_WM_NAME

• CAD System Attribute

Workgroup Manager Client > Mapping System Attributes and File Properties > CAD Document Number System Attribute

• Site

• Organizations

• PTC_WM_NUMBER

• CAD System Attribute

Workgroup Manager Client > Mapping System Attributes and File Properties > Created By Attribute

• Site

• Organizations

The default name is set to a blank value.

Setting the property name to PTC_WM_CREATED_BY creates the property that displays the name of the user that created the CAD document.

Workgroup Manager Client > Mapping System Attributes and File Properties > Created On Attribute

• Site

• Organizations

The default name is set to a blank value.

Setting the property name to PTC_WM_CREATED_ON creates the property that displays the date and time when the CAD document was created.

The Date.Type.Parameter.Format preference in the wgmclient.ini file controls the date and time string.

Workgroup Manager Client > Mapping System Attributes and File Properties > Modified By Attribute

• Site

• Organizations

The default name is set to a blank value.

Setting the property name to PTC_WM_MODIFIED_BY creates the property that displays the name of the user that last modified the CAD document.

Workgroup Manager Client > Mapping System Attributes and File Properties > Modified On Attribute

• Site

• Organizations

The default name is set to a blank value.

Setting the property name to PTC_WM_MODIFIED_ON creates the property that displays the date and time when the CAD document was last modified.

The Date.Type.Parameter.Format preference in the wgmclient.ini file controls the date and time string.

Workgroup Manager Client > Mapping System Attributes and File Properties > Organization ID System Attribute

• Site

• Organizations

• PTC_WM_ORGANIZATION_ID

• <CAD System Attribute>

Workgroup Manager Client > Mapping System Attributes and File Properties > Part Name System Attribute

• Site

• Organizations

• PTC_WM_PART_NAME

• CAD System Attribute

Workgroup Manager Client > Mapping System Attributes and File Properties > Part Number System Attribute

• Site

• Organizations

• PTC_WM_PART_NUMBER

• CAD System Attribute

Workgroup Manager Client > Mapping System Attributes and File Properties > Revision System Attribute

• Site

• Organizations

• PTC_WM_REVISION

• CAD System Attribute

Workgroup Manager Client > Note default soft type

• Site

• Organizations

${internet_domain_name}.Note

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

• Site

• Organizations

• Products

• Projects

• Libraries

• User

• Required

• All

• None

Workgroup Manager Client > Open Collector > Include Related Drawings

• Site

• Organizations

• Products

• Projects

• Libraries

• User

• None

• All

• Initially Selected

Workgroup Manager Client > Open In CAD Tool for Non-native Objects

• Site

• Organizations

• Products

• Projects

• Libraries

• User

• Yes

• No

Workgroup Manager Client > Resolve Broken Links Using CATIA Instance Name

• Site

• Yes

• No

Workgroup Manager Client > Save data with active environment

• Site

• Organizations

• Yes

• No

Workgroup Manager Client > Store formula values for parameters

• Site

• Yes

• No

Workgroup Manager Client > Storing exported files

• Site

• Organizations

• Products

• Projects

• Libraries

• Attachment

• Windchill CAD Document

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

Workgroup Manager Client > Update Overwrite Local Content

• Site

• Organizations

• Products

• Projects

• Libraries

• User

• Yes

• No

Workgroup Manager Client > Upload After Native Save

• Site

• Organizations

• Products

• Projects

• Libraries

• User

• Yes

• No

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

• Site

• Organizations

• Products

• Projects

• Libraries

• User

• CAD/Dynamic Document Type

• Attachment File Type

• Content Category

Workgroup Manager Client > Upload CGR files

• Site

• Organizations

• Products

• Projects

• Libraries

• Yes

• No

Workgroup Manager Client > Upload CGR files > CATIA V5

• Site

• Organizations

• Products

• Projects

• Libraries

• Yes

• No

• 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

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

• Site

• Organizations

• Products

• Projects

• User

• DOWNLOAD

• LINK

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

• Site

• Organizations

• Products

• Projects

• User

Select the preference and the appropriate value from the list of preferences for CATIA V5.

There are several preferences that can be set for CATIA V5 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

• Site

• Organizations

• Products

• Projects

• User

• Yes

• No

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

• Site

• Organizations

• Products

• Projects

• User

Select the preference and the appropriate value from the list of preferences for CATIA V5.

There are several preferences that can be set for CATIA V5 under Workspace > Add to Workspace and Check Out > Check Out Collector <preference name>.

Workspace > Add to Workspace and Check Out > Open in Application

• Site

• Organizations

• Products

• Projects

• User

• Yes

• No

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

• Site

• Organizations

• Products

• Projects

• User

• Yes

• No

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

• Site

• Organizations

• Products

• Projects

• User

• DEFAULT

• LATEST

• AS_STORED

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

• Site

• Organizations

• Products

• Projects

• User

• DEFAULT

• LATEST

• AS_STORED

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

• Site

• Organizations

• Products

• Projects

• User

• SELECTED_AND_MODIFIED

• SELECTED

• ALL

• REQUIRED

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

• Site

• Organizations

• Products

• Projects

• User

• Yes

• No

Workspace > Out of Date Check

• Site

• Organizations

• Products

• Projects

• User

Controls whether the out-of-date check is enabled for the embedded workspace listing and working copy of the CAD Document information pages.When enabled, the system performs a periodic check on whether any content in the local workspace is out-of-date relative to the commonspace.

• Yes—Enables the workspace page out-of-date check feature. If the content in local workspace is out of date, an out-of-date indicator icon is displayed next to the action menu on the top of the workspace listing and the working copy of the CAD document information pages.

• No—Disables the workspace page out-of-date check feature.

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

• Site

• Organizations

• Products

• Projects

• User

Select the preference and the appropriate value from the list of preferences for CATIA V5.

There are several preferences that can be set for CATIA V5 under Workspace > Export from Workspace > Collector <preference name>.

Workspace > Workspace Display

• Site

• Organizations

• Products

• Projects

• User

• All items

• Featured items

Revise Preferences

The following table describes the revise preferences.

Name

Context

Description

Revise > 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.

Refer to Configuring Collector Preferences used by Revise and Check Out Actions from CAD Tool topic for more information.

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