Policy-Managed Naming and Numbering
Windchill Workgroup Manager supports four policies to determine how newly created objects are named and numbered. These policies are:
• Auto-numbering
• Name-driven
• Parameter-driven
• Custom
These policies are only used during the initial creation of parts and CAD documents. They are used during the upload of new CAD data, when a new CAD document can be created based on a model file. They can also used with auto-associate when a new part is created for a CAD document. 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:
• Auto-numbering
◦ The CAD document number is provided by the CAD document number generator, either standard with Windchill or through your customization.
◦ The part number is provided by the Part Number generator.
◦ The default value for the part name is copied from the current value of the CAD document name at the time the part is created.
◦ Auto-numbering is the default naming and numbering policy.
• Name-driven
◦ The CAD document number is copied from the CAD model name.
◦ If you set the Windchill Name attribute in the workspace for a new document using Rename for a new document, its value is pushed from Windchill to the CAD document name. If left blank in the CAD application, the default value for the CAD document name is copied from the CAD application model name.
◦ The default value for the part number is copied from the CAD document number.
• Parameter-driven
◦ The value for the part number is copied from the value of the global attribute identified by the Windchill preference, AutoAssociate Numbering Parameter.
◦ The value for the part name is copied from the value of the global attribute identified by the Windchill preference, AutoAssociate Naming Parameter.
• Custom
The purpose of the custom policy is to provide users with a way to modify the system behavior.
The Object Initialization Rules Administrator, available from > , provides a way to specify default values for the attributes and display constraints on attributes of a specific object type. The default values and attribute constraints are then used when Windchill creates objects of that type. These specifications are called rules. Each rule can contain default values and constraints for one object type. The rules only apply on object creation and do not change or set values for existing objects. Rules can be set up to provide auto-number generation as well as to provide custom behavior. Rules are also set per context, providing a way to have different naming or numbering rules in different contexts.
For more information, see Accessing the Object Initialization Rules Administration Utility
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Regardless of the naming and numbering policy used, when creating a new object, system uniqueness constraints require that the CAD document attributes Number and Filename must both be unique within a Windchill or a project.
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