Frequently Used Preferences in the Preference Management Utility
This section contains some of the more frequently used preferences that can be set or modified depending on your Windchill role.
In addition to the preference category Workgroup Manager Client, Windchill and Windchill Workgroup Manager preferences can be set from other preference categories such as Operation, Visualization, and Workspaces.
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This section lists the most frequently used preferences, and not every preference that can be set using the Preference Management utility. For the complete list of preferences for Windchill Workgroup Manager for NX, refer to the Preference Management utility itself.
The following tables list the most frequently used preferences in the preference categories Operation, Workgroup Manager Client, and Workspaces that can managed for Windchill Workgroup Manager for NX based on your Windchill role.
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 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 > Auto Associate > Disallow Structure Model Item Types > Force Autonumbered Part Creation
Site
Organizations
Yes
No
Operation > Auto Associate > Disallow Structure Model Item Types > Part Master Class for Search
Site
Organizations
boolean soft attribute name
Operation > Auto Associate > Disallow Structure Model Item Types > Set Revision for Part
Site
Organizations
Yes
No
Operation > Auto Associate > Disallow Structure Model Item Types > Store New Parts with CAD Documents
Site
Organizations
Yes
No
Operation > CAD Data Management > Content Handling > Download [preference name]
Site
Organizations
Select the preference and the appropriate value from the list of preferences for NX
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There are several preferences that can be set for NX 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 NX
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There are several preferences that can be set for NX 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 NX
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There are several preferences that can be set for NX 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 NX
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There are several preferences that can be set forNX 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 NX
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There are several preferences that can be set for NX 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 NX
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There are several preferences that can be set for NX 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 NX
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There are several preferences that can be set forNX 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 NX
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There are several preferences that can be set for NX 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 NX.
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There are several preferences that can be set for NX 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 NX.
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There are several preferences that can be set for NX 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 NX
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There are several preferences that can be set for NX 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 > Define Library Used by Application
Site
Organizations
Products
Projects
Libraries
<Windchill library>/<folder in this library>
Workgroup Manager Client > Disable Check out on the fly
Site
Organizations
Products
Projects
Libraries
Controls the display of the Conflicts (for Check out on the fly) window upon execution of Save action and resolves the checkout conflict with one of the following options:
Check-out — Disable the Conflicts (for Check out on the fly) window and checkout the document.
Revise and Check out — Disable the Conflicts (for Check out on the fly) window; revise and checkout the document.
Continue — Disable the Conflicts (for Check out on the fly) window and continue to save the document without a checkout.
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Documents that are not explicitly checked out are not eligible for a check in.
No (default) — Enables the display of the Conflicts (for Check out on the fly) window.
Workgroup Manager Client > Design in Context > Attribute skipping image update
Site
Organizations
True
False
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 > Drawing Definition
Site
Organizations
attribute
filename
Workgroup Manager Client > Drawing File Name
Site
Organizations
filename
Workgroup Manager Client > Drawing Layer ID
Site
Organizations
layer
Workgroup Manager Client > Enable Replace in CAD Session on Refresh
Site
Organizations
Yes
No
Workgroup Manager Client > Family Table Instance Creation > Add CAD System Attributes in Family Table Generic
Site
Organizations
Yes
No
Workgroup Manager Client > Independently Modify Instances
Site
Organizations
Yes
No
Workgroup Manager Client > jt2pv Executable Location
Site
Organizations
<string value>
Workgroup Manager Client > jt2pv Timeout Value
Site
Organizations
<timeout value>
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 > Drawing System Attribute
Site
Organizations
PTC_WM_IS_DRAWING
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.
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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.
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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 > Storing exported files
Site
Organizations
Products
Projects
Libraries
Attachment
Windchill CAD Document
Workgroup Manager Client > Synchronize Number and File Name
Site
Organizations
Yes
No
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
<search file path>
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 Related Drawings
Site
Organizations
Products
Projects
Libraries
User
Yes
No
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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
User
DOWNLOAD
LINK
Workspace > Add to Workspace and Check Out > Add to Workspace Collector [preference name]
Site
Organizations
User
Select the preference and the appropriate value from the list of preferences for <name of CAD tool>.
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There are several preferences that can be set for NX 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
User
Yes
No
Workspace > Add to Workspace and Check Out > Check Out Collector
Site
Organizations
User
Select the preference and the appropriate value from the list of preferences for NX.
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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
Site
Organizations
User
Yes
No
Workspace > Add to Workspace and Check Out > Reuse Modified Workspace Content
Site
Organizations
User
Yes
No
Workspace > Add to Workspace and Check Out > Set Configuration for Add to Workspace
Site
Organizations
User
DEFAULT
LATEST
AS_STORED
Workspace > Add to Workspace and Check Out > Set Configuration for Check Out
Site
Organizations
User
DEFAULT
LATEST
AS_STORED
Workspace > Add to Workspace and Check Out > Set for Check Out
Site
Organizations
User
SELECTED_AND_MODIFIED
SELECTED
ALL
Workspace > Add to Workspace and Check Out > Use Advanced Tab as Default
Site
Organizations
User
Yes
No
Workspace > Edit Workspace Preferences > Allow Effectivity for CAD Documents
Site
Organizations
User
Yes
No
Workspace > Export from Workspace > Collector [preference name]
Site
Organizations
User
Select the preference and the appropriate value from the list of preferences for NX.
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There are several preferences that can be set for NX under Workspace > Export from Workspace > Collector [preference name].
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.
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