Saving Designs to 3DEXPERIENCE platform

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

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 modified.

User preference settings control the behavior of the Save feature. For more information about setting up preferences, see Connector for Inventor - Installation and Administration : Setting Up and Configuring : Setting Preferences.

Before you begin:
  • Ensure that the designs you want to save to 3DEXPERIENCE platform are open in Inventor.
  • For designs with attachments, set supportattachments property to true in Inventorsettings.ini file. By default, this property is false. For more information about the settings in Inventorsettings.ini file, see Connector for Inventor Installation and Administrator's Guide : Reference : App Settings.
See Also
Family Table Designs in Save Dialog Box
  1. In the Inventor toolbar, select 3DEXPERIENCE > Save > Active or 3DEXPERIENCE > Save > All.

    • Active: Save new or modified designs that are active in the current session of Inventor.
    • All: Save all new or modified designs which are loaded in Inventor.

    The 3DEXPERIENCE Save dialog box appears.
    Warning: If there are no changes to be saved in the designs open in Inventor, an error message appears and the 3DEXPERIENCE Save dialog box is not displayed.

    All the designs open in Inventor that are new or modified are listed in the 3DEXPERIENCE Save dialog box. For more information about the columns in 3DEXPERIENCE Save dialog box, see 3DEXPERIENCE Save Dialog Box.

    Tip: If a 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

    For information about the options available on right-click, see 3DEXPERIENCE Save Dialog Box.

  2. Click to select new and modified designs from the listed designs.
  3. Use the following options to change the scope of save.

    OptionDescription
    ScopeUsed to restrict a set of documents for save. Select either of the following option:

    Active Document: By default, this option is selected.

    All in Session: All documents that are open in Inventor, and documents to which the open document points to are selected for save.

    Save toClick to open the Folder selection dialog box. Expand the required workspace or project and select the required workspace or project folder for saving the selected documents, and click OK.
    Note: Documents that are already saved in other folders are also saved to the selected folder. Documents are not removed from the old location. The column displays the name of folder assigned to a document. If there are several folders, the additional folders are displayed in the tool tip, when you pause over the cell.
    Warning: Save to mxclipboard collection is not supported.
    For more information about selecting a workspace, see Selecting a Workspace/Project to Save Designs.
    Click to toggle the filter of up-to-date documents. By default, this filter is activated, so that only new and modified documents are listed.
    Note: When you toggle off the filter, you can select an up-to-date (unmodified) document for save. If you toggle on the filter after selecting an up-to-date document, the selected document (up-to-date) is listed with modified documents.
    View listSelect a table to modify the list of displayed columns and their order in the Save dialog box.
    Click to toggle the on/off status of the background save setting.
    Click to toggle the iteration creation on and off. You can use this option to overwrite current iterations of documents selected for save instead of creating new iterations. When you activate, a new iteration is created. When you deactivate, current iterations are overwritten. By default, the option is activated.
    Note: In baseline behavior, is not available for use.
    Retain LockSelect to retain the lock on documents when you save.
    Note: In baseline behavior, Retain Lock check box is not available for use.
    Delete Local FilesDeletes the local files by using the following options:
    • All
    • Selected
    • None
    Retain Lock and Delete Local Files will work exclusively. If you select both the options a warning message appears.
    Comments Type the comments for the document. The comments are stored as an attribute in the document.

  4. Click OK.

    Note: If you select the Delete Selected Local Files check box in the Save Options dialog box, the attachments along with the designs are deleted from your computer after saving them to 3DEXPERIENCE.

    Warning: The iPartFactory files are not saved if you modify them by,
    • changing iPart table rows
    • adding attributes
    • changing the geometry
    To save the iPartFactory, generate more than one iPart file.
    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 3DEXPERIENCE. The error message indicates where 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 default attributes should be defined either in the file or in the GCO.
    • Attributes defined as null in the GCO use the values specified in the file properties. Therefore values for null attributes must be defined in the file.
    • Use of Brackets ( ) in the Assembly family name is not supported.

The new or modified designs are saved to 3DEXPERIENCE with the selected options. For designs with attachments, the attachments are saved with the designs to 3DEXPERIENCE.