Saving Designs to 3DEXPERIENCE platform

You can save new or modified designs to 3DEXPERIENCE platform database that is open in the current session using the Active option, or save all new or modified designs that is in session using the All option.

Designs that are locked or unlocked by you, and designs with modified types are selected by default in the 3DEXPERIENCE Save dialog box since the designs are considered as modified.

User preference settings control the behavior of the Save feature. For more information, see Connector for AutoCAD - Installation and Administration : Setting Preferences section.

This task shows you how to:

Before you begin:
  • Open the designs to save in AutoCAD.
  • Set the required preferences while saving designs to 3DEXPERIENCE. For more information about setting save options, see Setting Save Options.
See Also
Limitations in 3DEXPERIENCE Save
  1. In the AutoCAD toolbar, select 3DEXPERIENCE > Save > Active or All.
    • Active: Save new or modified designs that are active in the current session of AutoCAD.
    • All: Save all new or modified designs which are loaded in AutoCAD.
    The 3DEXPERIENCE Save dialog box appears.
    Warning: An error message is displayed and 3DEXPERIENCE Save dialog box does not open if there are no changes to be saved in the designs open in AutoCAD.

    Tip: If the design is auto recognized, an alert appears in the Alert column for the design. As the auto recognized design is not preselected, you have to select the design to save it. For more information, see About Object Auto Recognition

    All the designs open in AutoCAD that are new or modified are listed in the 3DEXPERIENCE Save dialog box. For each design, the 3DEXPERIENCE Save dialog box lists,

    OptionDescription
    Check boxA selection check box is available for the designs displayed in the 3DEXPERIENCE Save dialog box. Select the check box corresponding to the required designs to select the designs for save. Designs corresponding to check boxes that are not selected are not considered for save.
    Note: The check boxes are preselected for the modified (Locked by you, unlocked, type changed) and new designs.
    AlertsAn alert is displayed for the designs corresponding to the check boxes that cannot be selected for save. For example, is displayed for the designs that is locked by another user, obsolete, or the design is in the Release state. The check boxes corresponding to are unavailable and cannot be selected. Pause over to view the tool tip. The tool tip displays the reason why the design cannot be selected for save.
    Displays the lock status of the design in ENOVIA. icon is displayed if the design is locked by you or any other user. icon is displayed if the design is not locked in ENOVIA. For a new design, no icon is displayed.
    NameName of the design.
    Displayed for designs that are saved to an ENOVIA Workspace or Projects. Pause over to view the name of the workspace/projects where the design is saved. For a new design, this is blank.
    TypeThe type of the design.
    RevCurrent revision of the sequence. This is blank for a new design.
    StatusStatus of the design in ENOVIA. One of the following is displayed for each design:
    • New. Design does not exist in ENOVIA.
    • Modified. Modified in AutoCAD since the design was last saved or opened.
    • Obsolete. Newer version of the design exists in ENOVIA database.
    StateCurrent maturity level of the design in ENOVIA lifecycle. This is blank for a new design.
    Locked By Displays the name of the user who has locked the design if the AutoCAD design being saved already exists in ENOVIA. For a new design, this column displays the default value '--'.
    DescriptionDescription entered for the design by the user.
    CAD AttributesThis column is displayed only if Show CAD Attributes check box is selected. For more information, see Viewing Attributes of a Design.

  2. Enter the following details for saving the design:
    OptionAction
    Click to select all the new and modified designs from the listed designs.
    Save ToThe 3DEXPERIENCE workspace/Projects where the designs will be saved. For more information, see Select a Workspace/Project to Save Designs.
    CommentsEnter comments for design you are saving. The comments are stored as an attribute in the design in ENOVIA.
    ViewSelect a table defined by the Integration Administrator. The selected table is applied to the 3DEXPERIENCE Save dialog box.
  3. Click Options to open the 3DEXPERIENCE Save options dialog box. For details on setting the ENOVIA Save options, see Setting Save Options.
  4. In the 3DEXPERIENCE Save dialog box, right-click the design and select:
    OptionAction
    AutonameTo assign a name automatically to the selected designs. A name is assigned for the selected designs as per the autoname series set for each type in the Save Options dialog box. See Use Autoname.
    ReviseTo apply the target revision specified in the Save Options dialog box to all the selected designs. The revision number or sequence is displayed under the Target Revision column. You can edit the values of the revision specified under the Target Revision column. For new designs, the first revision in the revision sequence is applied as the revision by default. For example, Rev A. Click Refresh to apply the revisions to the selected rows. For more information, see Revising Designs.
    Undo ReviseTo revert the target revision added using the Revise option. This option is available only for designs that have the target revision set using the Revise option.
    Include for SaveTo select the check boxes for the selected rows in the ENOVIA Save dialog box.
    Note: Rows with alert icons cannot be included for save.
    Exclude from SaveTo exclude the designs corresponding to the selected rows from saving to ENOVIA.
    Warning: Error messages are not displayed for any error in the inclusion or exclusion of designs in the ENOVIA Save dialog box.
    Revise AllTo revise new and modified designs from the ENOVIA Save dialog box, which can be revised with a single click. For more information, see Revising All Designs.
    Type SelectionTo assign a customized ENOVIA type to the CAD Design. For more information, see Type Selection on Save.
  5. Optional: Click Refresh to refresh the rows in the 3DEXPERIENCE Save dialog box, if you have modified the target revision.
  6. Optional: Select Show CAD Attributes to add the CAD Attributes column to the ENOVIA Save dialog box. For more information, see Viewing Attributes of a Design.
    The CAD Attributes dialog box displays the attributes set for a design.
  7. Click Save when done.

    Warning: An error message listing the mandatory attributes mapped by the Administrator in the global configuration object (GCO) of the designs being saved is displayed if the mandatory attributes are not set on the design files or their values are Null. These mandatory attributes must be manually updated before saving the designs to ENOVIA. The error message lists the location to update the attribute. A text file, MandAttributesError.txt, is created in the user profile folder with a list of mandatory attributes displayed in the error message .
    Notes:
    • Attributes defined as mandatory in the GCO use the value specified in the GCO.
    • Attributes defined as default in the GCO use the values specified in the properties of a file. If no value is specified in the file properties, then the value specified in the GCO is used. Therefore the value for such default attributes should be defined either in file or in GCO.
    • Attributes defined as null in the GCO use the values specified in the file properties. Therefore values for such null attributes must be defined on file.

The new designs are saved in ENOVIA with the options selected for save applied.

Select a Workspace/Project to Save Designs

This section shows you how to select a workspace or project to save designs.

  1. Click [...] in the Save To area in 3DEXPERIENCE Save dialog box.

    The Select Workspace/Project dialog box opens only if,

    • User is assigned "Exchange User" role
    • Has access to one or more workspaces
    • The workspaces are active
    • The selected workspace must have folders for which user has Read/Change access
    • Project space is available only if a Program Central application is installed. You can select a project only if Program Central license and Project user role is assigned to you. For more information on Project space, see ENOVIA Projects

    The Select Workspace/Project dialog box appears
  2. Select a workspace folder or a project folder from the list of ENOVIA workspaces and click OK.

    Note: Multiple selection of workspace/project folders is not supported.

The selected workspace/project space is displayed in the Save To: field in the ENOVIA Save dialog box.

Warning: You can select a Project folder to save a file without the access rights to that folder, but checkin operation fails and an error message appears.

Save Drawings With Blocks

During save, if there is only one drawing active in AutoCAD with the same block attribute added multiple times in this drawing, then a message asking you to select the block attribute from the available attributes to synchronize is displayed. This message appears before the Save dialog box is displayed. The selected attribute is saved to ENOVIA with the design. The value of this attribute is displayed in the CAD Attributes dialog box if the Show CAD Attributes checkbox is selected.

When 2 or more drawings are open in AutoCAD and if any of the designs have blocks with multiple attributes, then a warning message is displayed upon saving. Click Yes to save the design without the block attributes or click No to cancel save. For more information, see Viewing Attributes of a Design.

Use Autoname

The Autoname option is available depending on the Preferences set by the Integration Administrator. Only designs with status "New" can be named using Autoname. As a prerequisite, the Autoname series must be set in the ENOVIA Save options dialog box.

In the 3DEXPERIENCE Save dialog box, right-click designs with status "New" and click Autoname.
Names are generated automatically for the selected designs as per the autoname series set for each type (CAD Model / CAD Drawing) in the Save Options dialog box and the auto-names are displayed under the Autoname column in ENOVIA Save dialog box.

On saving, the designs are saved with the names generated automatically.

Type Selection on Save

When one CAD type is mapped to multiple ENOVIA types in the AutoCADInteg-GlobalConfig Object which is assigned to the user, then you can save an object of this CAD type in any one of the ENOVIA types to which it is mapped.

This type selection for save can be done through the Save dialog and it is only possible for designs having status as "NEW" or "MODIFIED_TYPECHANGE". When one CAD type is mapped to multiple ENOVIA types in the AutoCADInteg-GlobalConfig Object which is assigned to the user, to select an ENOVIA type for Save,

  1. In the Save dialog box, right-click a design node and select Type Selection.

    Note: Multiple nodes can also be selected. Nodes of different CAD types can be selected, provided, the corresponding CAD types have been mapped to multiple ENOVIA types in the AutoCADInteg-GlobalConfig Object which is assigned to the user.

    Type Selection command is disabled for objects of CAD types for which multiple ENOVIA types are not mapped in the AutoCADInteg-GlobalConfig Object which is assigned to the user.

    The ENOVIA Type Selection dialog box appears

    All objects that are selected for type selection are listed in the dialog box. The "Choose Type" list is not populated unless an object is selected.

  2. Select an object for type selection.

    If you have chosen to ignore the CAD types through an attribute setting in the AutoCADInteg-GlobalConfig Object that is assigned to you, all the objects listed in the ENOVIA Type Selection can be selected.

    If you have chosen not to ignore the CAD types through the attribute setting in the AutoCADInteg-GlobalConfig Object that is assigned to you, only such objects that have the same CAD type as the selected object can be selected for type selection.

    The objects with different CAD type other than the selected object remain unavailable. To make the other objects available, clear the selection of the object.

    The Choose Type list is now populated with ENOVIA types that have been mapped to the CAD type the selected object belongs.

  3. Select the objects from the list for type selection.

    You can assign different ENOVIA types for objects with the same CAD type. In such cases, you should select the objects separately.

  4. Select the required type from the Choose Type list.

    The Type column for the selected object reflects the value of the selected type.

    After selecting the option from the Choose Type list, the selected node appears in bold.

    In a similar manner, you may change the ENOVIA type for the objects listed on the Type Selection dialog by selecting them and then choosing the desired ENOVIA type.

  5. Complete the Type Selection for the required objects and click OK.

The Save dialog refreshes and the specified ENOVIA types are applied to the selected objects.