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 Mark Out Of Date [preference name]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 Mark Out Of Date.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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