Setting Preferences

This section describes how to set various preferences and their available options.

Preferences page is used by the Integration Administrator to set preferences and modify default value of attributes.The Preferences are the server side preferences.

If any changes are made in the Preferences, you must login to 3DEXPERIENCE platform from Integration Exchange Client or the CAD tool to start a new session for the modified preferences to be effective.

  1. Click 3DEXPERIENCE Open > Actions > Preferences in the 3DEXPERIENCE Open Global toolbar to open the Preferences page.
  2. Click the SolidEdge tab.

    You can set the following preferences for

    Checkin PreferencesDescription
    Delete Local FilesSelect the Delete Selected Local Files option in the Checkin page by default.
    Retain LockSelects the Retain Lock option in the Checkin page by default.
    Copy Relationship AttributesSelect this option to copy the Relationship attributes upon checkin by default.
    Create versionSelect this option to select the Create Version option in the Checkin page by default.
    Apply to ChildrenSelect this option to select the Apply to Children option in the Checkin page by default
    Show Object Details Page After CheckinSelect this option to open the object details page of the object that is checked in.
    Background CheckinSelect this option to select the Background Checkin option in the Checkin page by default.
    Delete Files Behavior

    The following options are available:

    • Delete Selected Local Files. Select to delete only the local files of the designs selected in ENOVIA Save dialog box.
    • Delete All Local Files. Select to delete the local files of all the designs displayed in the ENOVIA Save dialog box.
    BackgroundCheckinDirectoryClick and select a directory in your machine where you want to store the objects upon background checkin.
    PreCheckin Evaluation Select to enable evaluation before the check in process.
    Auto Generation for Manual Derived OutputSelect to auto generate derived outputs for formats selected for manual derived output generation.

    Checkout PreferencesDescription
    Load ObjectsSelect this option to select the Load Objects option by default in the Checkout page
    Lock ObjectsSelect this option to select the objects in the Checkout page for lock by default.
    Local CheckoutSelect to download design files in your local machine upon checkout.
    Select First Level Children Select this option to select the Select First Level Children option by default in the Checkout page.
    Select Required ChildrenSelect this option to select required children objects when a parent node is selected during checkout.
    Apply View to Children OnlySelect this to apply selected lateral views such as LatestVersion, ASStored to only the child elements of the selected paernt node.
    Copy Relationship Attributes Select this option to Copy the Relationship Attributes by default during Checkout.
    Warn for File Overwrite Select this option to enable a warning page before any existing files are overwritten due to checkout.
    Related View registryYou can select your choice of related views registry here. Views in the particular related view registry appears here.
    Default Checkout DirectoryYou can also set your default checkout directory in the Checkout Preferences.
    Default Vertical ViewSelect a view from the drop down list to set the default vertical view as RelatedDrawing or RelatedCGRDerivedOutput. Select None to prevent application of Vertical views by default.
    Default Lateral ViewSelect a view from the drop down list to set the default lateral view as LatestVersion, LatestRevision or AsStored.
    Pre Checkout EvaluationThis option is not valid for ENOVIA Collaborative Design for SolidEdge since the integration uses immersive UI.

    Miscellaneous PreferencesDescription
    Select Children if parent is selectedSelect this option to select the child components by default when a parent node is selected.
    Use Zip in File OperationsSelect this option to enable zip compression for file transactions in ENOVIA.
    Progressive LoadingSelect this option to enable progressive loading.
    Default Expand Level Enter a number to set the number of levels of expansion of design structures by default.
    Default FolderClick [...] to open the Choose Workspace page. Select a workspace and click OK to set it as the default workspace folder.
    Object Attribute Transfer for EBOMThis is used for selective object attribute transfers from CAD Model to Part. Use the following steps to set attribute transfer for objects during EBOM.

    1. Click Click Here to open the Attribute Transfer page.
    2. Enter the following

      From Type. Enter a valid integration type. For example, SW Component.

      From Attribute. Enter a valid Matrix attribute. For example, Design Purchase

      To Type. Click Search to search and select an Engineering part type. For example, Part

      To Attribute. Enter the name of the attribute of the engineering part. For example, Design Purchase

    3. Click Add Column to add the specified mapping. For example, SW Component|Design Purchase|Part|Design Purchase.

      If the mapping is invalid, an error message is displayed.

      Relationship Attribute Transfer for EBOM--This is used for selective relationship attribute transfers from CAD Model to Part. Use the following steps to set attribute transfer for objects during EBOM.

    4. Click Click Here to open the Attribute Transfer page.
    5. Enter the following:

      From Type. Enter a valid Matrix type

      From Attribute. Enter a valid Matrix attribute

      To Type. Click Search to search and select an Engineering part type

      To Attribute. Enter the name of the attribute of the engineering part.

    6. Click Add Column to add the specified mapping. If the mapping is invalid, an error message is displayed.

      The Derived Output section in the Preferences page lists all the Derived Output types, listed in the SolidEdgeInteg-Global Config Object, with checkboxes. The selected types from this list are shown pre-selected during Checkin.

      Select the Derived Output types by selecting the checkbox under Automatic or Manual columns from the list. The following Derived Output types are supported by SolidEdge:

      • pdf
      • acis
      • autocad_doc
      • dxf
      • ems
      • iges
      • image_jpg
      • microstation_doc
      • parasolid
      • productvision_doc
      • step
      • stl
      • xgl

    Default Type Policy SettingsSelect the policy set for the CAD type by the administrator in the Default Type Policy Settings. The administrator can enforce/default a policy for a particular Type.
    Selected Default TablesSet the default table to be applied to the list of X-CAD Design Management pages in the Preferences page. Select the default table you want to apply to the appropriate pages in X-CAD Design Management from the drop down list of workspace tables displayed.
    Selected Default Webforms

    Select the default webform to be applied to the Open and Properties page of ENOVIA Designer Central from the drop down list.

    For details on setting Global preferences, see X-CAD Design Management User's Guide for more details.

  3. Click Update to apply the selected preference settings or click Close to close the Preferences page.