Global Refresh Dialog Box

You can list the documents, view the PLM status and update the documents to the latest with the latest changes using the Global Refresh dialog box.

To access this dialog box, in the CAD toolbar, select 3DEXPERIENCE > Global Refresh.

The Global Refresh dialog box lists the following documents:

  • Root documents in a structure ( depending on the scope of selection, the active document, the root document of the current editor, or the root documents of all open editors in an active session )
  • Documents in the hierarchy of latest version of root documents that are saved in 3DEXPERIENCE (this can include existing child documents as well as the new documents).
  • Documents in the hierarchy of structure in an active session that are not available in the latest version of structure saved in 3DEXPERIENCE (except those which are new).

A summary of documents appears in the right area. Documents are categorized according to global refresh actions.

This page discusses:

Columns Table

Column NameDescription
NameName of a document.
TypeType of document in X-CAD Design Management.
StatusStatus of Refresh state of a document. For more information, see Actions for Listed Documents.
ActionRefresh actions available for a document. For more information, see Actions for Listed Documents.
Current IterationThe current local revision of the object.
Latest IterationThe latest iteration of the object on the server.
The lock status.
Locked ByOwner of lock.
Note: Name of the owner of lock appears only if the latest version of a document is locked.
StateState of current revision of a document.
File LocationCurrent revision of a document.

Actions for Listed Documents

Document Status in 3DEXPERIENCE Platform and CATIAIcon in the Status columnActions available in the Actions column
3DEXPERIENCE Platform: Root document is new.No action available.
3DEXPERIENCE Platform: Document is up-to-date.

Inventor: Not modified

No action available.
3DEXPERIENCE Platform: Document is up-to-date.

Inventor: Same version is modified.

By default, document is not selected for update and is indicated by .

Click to include the document for update. Documents included for update are indicated by .

3DEXPERIENCE Platform: Metadata is modified.

Inventor: Document is up-to-date.

By default, document is selected for update, and is indicated by .

Click to exclude the document from update. Documents excluded from update are indicated by .

3DEXPERIENCE Platform: Update is required for document.

Inventor: Document is not modified.

3DEXPERIENCE Platform: Update is required for document.

Inventor: Document is modified.

3DEXPERIENCE Platform: Document is deleted.

Inventor: Document is not modified.

 is displayed for document that should be deleted from 3DEXPERIENCE Platform and has no local modifications.
3DEXPERIENCE Platform: Document is deleted.

Inventor: Document is modified.

 is displayed for document that should be deleted from the 3DEXPERIENCE Platform but has local modifications.
3DEXPERIENCE Platform: Document is inserted or renamed.

Inventor: Document is inserted or renamed.

3DEXPERIENCE Platform: Document is inserted.

Inventor: Document (if present in active session) is modified.

Notes:

  • The modification status is analyzed on the basis of iteration created in 3DEXPERIENCE Platform for each changes. It is recommended to create an iteration after every modification which can be also be enforced by your administrator.

    Perform changes in a document by creating an iteration, for a global refresh.

  • Modifications to a document in an active session of Inventor are lost when you refresh that document.
  • If a document with the same file name is open in the active session (opened in the active session or is part of another structure in active session), all instances of the document are also updated with the latest version.
  • If you rename a document in 3DEXPERIENCE Platform, the renamed document (new name) is inserted in the Global Refresh dialog box.
  • If the attributes on a design are modified on the server side, the metadata modified icon on the Global Refresh page is displayed only if the modified attributes are mapped in the MCADInteg-MxToCADAttribMapping in the GCO.
  • If the attributes are not mapped in the MCADInteg-MxToCADAttribMapping in the GCO, then the design status appears as "up to date" even if the attributes of the design are modified on the server side.

Right-click Options

OptionDescription
Lock Locks a design. For more information, Locking or Unlocking Documents.
Note: If object is locked it will be excluded from global refresh update.
PropertiesDisplays the properties of the design. For more information, see Viewing Properties.
Include from Global RefreshTo include objects for Global Refresh.
Exclude from Global RefreshTo exclude objects for Global Refresh.