3DEXPERIENCE Settings

The preferences in the 3DEXPERIENCE of the dialog box modify saving and checking out of files. You must be logged into 3DEXPERIENCE to view or change these preferences.

To access this page:

  1. From the OrCAD menu, select 3DEXPERIENCE > Show Preferences..
  2. In the Preferences tree, click 3DEXPERIENCE.
  3. If not logged in, the app displays the Login dialog box. For more information, see Logging Into 3DEXPERIENCE.

This page discusses:

3DEXPERIENCE Options

To access these settings, click 3DEXPERIENCE Options in the Preferences tree. Click the tab for the settings you want to set for the checkout operation.

Open Tab Settings Description
Select Checkout Directory Click Browse to navigate to the directory where you want files checked out to.
Document Iteration

When checking out a document, defines which revision of the document:

Option Description
LatestRevision Finds the latest revisions of the selected node and its underlying structure.
Latest Released Revision Finds the latest released revision of the selected node and its underlying structure. If no object is in the Released state, then the latest revision of the object is displayed.
Latest In Work Revision Finds the latest revision iteration that is in the In Work state.
Latest Frozen Revision Finds the latest revision that is in the Frozen state.
As Built Provides the precise structure stored in 3DEXPERIENCE, but shows the new iteration of the object as a child if it exists in 3DEXPERIENCE
As Saved Replicates the exact structure saved in 3DEXPERIENCE.

Default View From the list, select a table view for use during checkout.
Default Expand Level When a part is opened in 3DEXPERIENCE, the number levels to automatically expand. You can change the expansion after the structure opens.
Lock Object on Checkout Select the check box to lock the CAD object in 3DEXPERIENCE when you check it out.

Save Tab Settings Description
Default View From the list, select a table view for use during save operations.
Default View Workspace From the list, select a view for use in the workspace.
Select Children When selected, all children of root items are automatically selected for save operations.
Retain Lock After Checkin When selected, the CAD object continues to be locked in 3DEXPERIENCE after you check in a file.
Create Iteration on Checkin This option prompts the app to create a new iteration of the CAD object under the current revision whenever you check in the design.

If not selected, new iterations are not created at check-in, and the design overwrites the current revision in 3DEXPERIENCE.

For new objects, ignore this box and 3DEXPERIENCE automatically creates a new iteration.

Close Dialog after successful save Select this box so the app automatically closes the save dialog box when successfully completed.

For the Derived Outputs tab, derived outputs are automatically detected when you save as part of creating an output in OrCad. The name of the output job must match the project name to be detected by the Connector for Cadence OrCAD. The derived output is shown on the Save dialog box and you can select or clear the check box to be considered during the Save operation. Selecting the check box creates derived outputs that are included with the OrCAD design to be saved in 3DEXPERIENCE.

Derived Outputs Tab Settings Description
Derived Output Parameter Parameter object could be used to provide additional information to create Derived Outputs while saving operation. Once the user selects the parameter object during the creation of its corresponding derived output, the connector downloads the file and executes it. The Connector then creates the derived output files using the downloaded parameter files and attribute values of Parameter Objects.
Automatic/Manual You have the option to save the derived outputs in two ways:
  • Automatic:
  • Manual:

For more information, see Saving Projects in 3DEXPERIENCE.

Show Details Tab Settings
Default View From the list, select a view for use when viewing details.

Search Settings

To access these settings, click Search Settings in the Preferences tree.

Setting Description
Show Non-Integration Objects

Shows all the objects that are not directly assigned to the Connector forConnector for Cadence OrCAD. You can find them under the Workspace Search of the Open from 3DEXPERIENCE.

EFCS File Synchronization Setting

To access these settings, click EFCS File Synchronization in the Preferences tree.

Setting Description
Never Synchronize Files

It stops the checkout process if any data being checked out is located on an EFCS server.

Always Synchronize Files

Data on an EFCS server is always synchronized during checkout.

Ask User

A message appears during checkout if any data is located on an EFCS server that requires synchronization.