Integration with Other Applications > Windchill Workgroup Manager Documentation > PTC Mathcad > Windchill Workgroup Manager Preferences > Frequently Used Preferences in the Preference Management Utility
Frequently Used Preferences in the Preference Management Utility
This section contains some of the more frequently used preferences that can be set or modified in the Preference Management utility, 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 PTC Mathcad that can be managed from the Preference Management utility, refer to the Preference Management utility in Windchill. Online help is available for each preference from the Set Preference window.
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 PTC Mathcad per 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 > Disallow Product Structure Links by Document Types > Mathcad
• Site
• Organizations
WORKSHEET
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 PTC Mathcad.
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There are several preferences that can be set for PTC Mathcad under Operation > CAD Data Management > Content Handling > Download.
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 Mark Out Of Date [preference name]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 PTC Mathcad.
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There are several preferences that can be set for PTC Mathcad under Operation > CAD Data Management > Content Handling > Mark Out Of Date.
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 PTC Mathcad.
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There are several preferences that can be set for PTC Mathcad under Operation > Edit Attributes > Collector.
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 PTC Mathcad.
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There are several preferences that can be set for PTC Mathcad under Operation > Remove from Workspace > Collector.
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 PTC Mathcad.
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There are several preferences that can be set for PTC Mathcad under Operation > Remove from Workspace > Collector.
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 PTC Mathcad.
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There are several preferences that can be set for PTC Mathcad under Operation > Set State > Collector.
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 PTC Mathcad.
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There are several preferences that can be set for PTC Mathcad under Operation > Undo Check Out > Collector.
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 PTC Mathcad.
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There are several preferences that can be set for PTC Mathcad under Operation > Update Operation > Update.
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 PTC Mathcad.
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There are several preferences that can be set for PTC Mathcad under Operation > Update Operation > Upload.
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 PTC Mathcad.
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There are several preferences that can be set for PTC Mathcad under Operation > Upload Operation > Upload.
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 PTC Mathcad.
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There are several preferences that can be set for PTC Mathcad under Operation > Upload Operation > Collector.
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 > Check In Content Options
• Site
• Organizations
• Products
• Projects
• Libraries
• User
• Models Only
• Viewables Only
• Models and Viewables
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 > 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 > jt2pv Executable Location
• Site
• Organizations
<string value>
Workgroup Manager Client > jt2pv Timeout Value
• Site
• Organizations
<timeout value>
Workgroup Manager Client > Note default soft type
• Site
• Organizations
${internet_domain_name}.Note
Workgroup Manager Client > Open In CAD Tool for Non-native Objects
• Site
• Organizations
• Products
• Projects
• Libraries
• User
• Yes
• No
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
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
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 PTC Mathcad.
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There are several preferences that can be set for PTC Mathcad under Workspace > Add to Workspace and Check Out > Add to Workspace Collector.
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 [preference name]
• Site
• Organizations
• User
Select the preference and the appropriate value from the list of preferences for PTC Mathcad.
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There are several preferences that can be set for PTC Mathcad under Workspace > Add to Workspace and Check Out > Check Out Collector.
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 Filter for Add to Workspace
• Site
• Organizations
• User
• DEFAULT
• LATEST
• AS_STORED
• WS_DEFAULT
Workspace > Add to Workspace and Check Out > Set Filter for Check Out
• Site
• Organizations
• User
• DEFAULT
• LATEST
• AS_STORED
• WS_DEFAULT
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 PTC Mathcad.
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There are several preferences that can be set for PTC Mathcad under Workspace > Export from Workspace > Collector.
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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