Settings in 3DEXPERIENCE Platform

The Platform Manager or the Administrator can define preferences using the Collaborative Spaces Control Center on the 3DEXPERIENCE Platform to globally deploy the preferences to all users. This avoids the need to modify local settings at every installation.

This page discusses:

Settings Page
Options

Settings Page

To open the Settings page, do the following:

Open the Collaborative Spaces Control Center widget and click xCAD PLM Collaboration.
Select the SOLIDWORKS CAD, and click Settings.

The page displays the following information:


Field Name	Description
Name	Name of the option. For more information, see Options.
Info	Hovering over the icon displays the tooltip.
Value	Click the slider to enable or disable the setting.
Deploy Status	Indicates if the setting is deployed on the save operation.

Important: Only when the Deploy Status is validated, the settings are applicable.

Options

This section describes the different Save and Open options available.

Table 1. Save Options

Option

Description

Auto-Name

This option computes an auto name for a SOLIDWORKS object during the copy to MyWork folder, file creation, or save process. The auto name is displayed in the Display Name column of the Save dialog box, and the Target File Name of the Copy to MyWork dialog box.

Note: On selection of this option, the Enforce copy to MyWork folder before saving option is selected by default.

Compute 3D format for all configurations

This option computes CGR for all the configurations and not only those configurations that are active or used in some assembly.

Save files with missing references

With this option, you can save the SOLIDWORKS 3DEXPERIENCE data with missing reference files.

Apply Material on 3DEXPERIENCE Data model

With this option, you can apply material to the data. If this option is selected, and the data is not mapped in 3DEXPERIENCE, a warning is displayed in the Status column of the Save dialog box. For more information, see Managing Materials in 3DEXPERIENCE.

Save files referencing unlocked modified files

With this option, you can save an object if it has related, unlocked, modified files.

Mandatory Mapped Attributes

During the save process, this option confirms if the mandatory CAD attributes are assigned appropriate values. You can choose one of the following options:

Ignore if unset: If this option is selected, the save process is not blocked even if the mandatory attributes are not defined.
Block if unset: If this option is selected, the save process is blocked if the mandatory attributes are not defined.
Warning at save if unset: If this option is selected, the save process is not blocked but a warning is seen if the mandatory attributes are not defined.

Based on the option chosen, the Status column in the save dialog box is updated.

Note: This is applicable only for data created in SOLIDWORKS.

Important: In SOLIDWORKS Connected, you cannot define the mandatory attributes on the CAD Family.

Configuration Filters

You can define the filtering criteria that can be applied on the data during the save process. These filtering criteria are applicable only on the data that is not converted on the 3DEXPERIENCE platform. The options available here are: All Configurations, Referenced Configurations, and Name Based Configuration Filtering


Option	Description
All Configurations	This is a default option that saves all the configurations available in the structure. When this option is selected, all the other filtering options are disabled. With the suboption Exclude derived configurations selected, all the configurations are saved except the derived ones.
Referenced Configurations	This option saves only the reference configurations. The available Apply to filtering criteria are: Both Parts and Assemblies: All the parts and assemblies that are used in a particular assembly structure are saved. Apply to Assemblies Only: You can save all the part configurations in 3DEXPERIENCE.
Name Based Configuration Filtering	In this section, you define a criteria for filtering the configuration. From the below options, choose which part or assembly configurations must be included or excluded in the save process. By default, the configurations for parts and assemblies are included. The include or exclude patterns can be a sequence of patterns separated by a comma. The filters are not case-sensitive. The filter options are: Parts - Excluded Configuration Name(s), Parts - Included Configuration Name(s), Assemblies- Excluded Configuration Name(s), and Assemblies- Included Configuration Name(s). Note: If you enter the filtering criteria in the include and exclude fields, the criteria in the include field overrides the criteria in the exclude field.

Check file(s) with External References

This option manages the presence of external references during the save process. You can choose one of the following options:

Ignore: This is a default option. During the save operation, all the external references present in the structure are ignored and only the part is saved.
Warn: The external references are verified during the save operation, and a warning is displayed if the external reference file is not found. In this case, you can either ignore the external references and save the data or cancel the save operation.
Block: The external references are verified during the save operation, and the save operation is blocked if the external reference file is not found.

Based on the option chosen, the Status column in the save dialog box is updated. If this setting is selected, the Save files with missing references option considers only assembly components, mirror part, derived parts, and split parts in the save process.

Check file Title for uniqueness

This option identifies if the title of the file exists in the 3DEXPERIENCE Platform. If the title name is not unique, a warning is displayed in the save dialog box. The save operation is not blocked due to this warning.

Note: The verification is done only for assemblies and parts.

Table 2. Open Options

Option Name

Description

Filter 3DEXPERIENCE engineering items with no geometry

The presence of engineering items without geometry in a structure is discarded when the structure is opened in SOLIDWORKS. If the engineering items are added to the structure from SOLIDWORKS, the structure is not filtered to display the nonengineering items irrespective if the option is selected or not selected. The complete product structure is loaded in MySession in this case.

Note: The filtering is applicable only if the engineering item is instantiated under a SOLIDWORKS node.

This option accepts the following values and based on the value selected, the Filter 3DEXPERIENCE engineering items with no geometry option on the Options dialog box is editable.


Value	Impact on Options Dialog Box
Always Off	The option is not checked and disabled for the user to edit.
Always On	The option is selected but disabled for the user to edit.
Default Off	The option is not selected and enabled for the user to edit.
Default On	The option is selected and enabled for the user to edit.

Derived Format Converter

You can define the conversion rules from the Derived Format Management widget.

For synchronous generation the values in Converter and CAD Origin options should be SOLIDWORKS.
For asynchronous generation the values in Converter and CAD Origin options should be 3DEXPERIENCE and SOLIDWORKS.
On the cloud only: Asynchronous exact geometry is generated using cloud services.

For generating asynchronous PDFs for drawings define the following values:


Option	Value
Converter	3DEXPERIENCE
CAD Origin	SOLIDWORKS
Type	Drawing
Target Format	PDF
Event	On Save from connector

Note: The above rules are applicable only for the save operation.

To know about the other options available here, see Configuring Derived Format Management.

To generate PDF for multisheet drawing, do the following setting in the Derived Format Converter using CATPreferencesMgt: From the Preferences Manager dialog box, select Graphics Format > Parameters > All sheets > Save multisheet document in a single file.