Modifying the Default Settings

This section shows you how to set server side preferences for ENOVIA Collaborative Design for CATIA V5.

This task shows you how to:

Before you begin:

Ensure that you have the Integration Administrator role assigned. Only users assigned with Integration Administration role can modify or set the Preferences.

  1. Click ENOVIA V6 > Preferences in the CATIA V5 application.

    The Preferences page opens in your browser.



    The Preferences page has the following tabs:


    1. Global
    2. MxCATIA V5

  2. Click the CATIA V5 tab to set the preferences for the following ENOVIA functions:

    Checkin

    Checkout

    Miscellaneous

    Derived Output Generation

    Default Type Policy Settings

    Selected Default Tables

  3. Under Checkin section in the Preferences page, you can set the following:

    Delete local files--Select this option to select the Delete Local Files option in the Checkin page by default

    Retain Lock--Select this option to select the Retain Lock option in the Checkin page by default.

    Copy Relationship Attributes--This option is used to copy the relationship attributes upon checkin by default. This option is always selected and cannot be edited.

    Create version--Select this option to select the Create Version option in the Checkin page by default.

    Apply to Children--Select this option to select the Apply to Children option in the Checkin page by default

    Use Bulk Loading--Select this option to use bulk loading for checkin by default.

    Files that are checked in using bulk loading are not displayed in the Recently Checked In Files tab in the Powerview page.

    Show Object Details Page After Checkin--Select this option to open the object details page of the object that is checked in.

    Background Checkin --Select this option to select the Background Checkin option in the Checkin page by default.

    Delete Files Behaviour--Select DeleteSelectedLocalFiles or DeleteAllFiles from the drop down.

    • Select DeleteSelectedLocalFiles to delete only the files that are selected in the Checkin page.
    • Select DeleteAllFiles to delete the files that are selected in the Checkin page as well as the files with EXISTS and EXIST_TypeChange.

    BackgroundCheckinDirectory--Click and select a directory in your machine where you want to store the objects upon background checkin.

    Pre-Checkin Evaluation--This field is not currently used.

    AutoGenerationForManualDerivedOutput--Select this option to enable auto generation of manual derived output option in the Derived Output page.

  4. Under the Checkout section in the Preferences page, set the following:

    Load Objects--Select this option to select the Load Objects option by default in the Checkout page.

    Lock Objects--Select this option to select the objects in the Checkout page for lock by default.

    Select First Level Children--Select this option to select the Select First Level Children option by default in the Checkout page.

    Copy Relationship Attributes. This option is used to copy the relationship attributes upon check out by default. This option is always selected and cannot be edited.

    Warn for File Overwrite--Select this option to enable a warning page before any existing files are overwritten due to checkout.

    Related View registry--You can select your choice of related views registry here. Views in the particular view registry appear here.

    User Directory Alias Mode--Select the user directory alias mode to allow the DL Names or aliases for the directory from the options:


    • not allowed--the DLNames are not allowed and displayed.
    • allowed--the DLNames and the other directories are displayed when you browse to select a location for checkout.
    • current--only the DLNames are displayed when you browse to select a location for checkout.

    Default Checkout Directory --Set your default checkout directory in the Checkout page. A valid location must be specified as the default checkout directory for Assign Part on Checkin feature to function. See About Check In for more details.

    Note: The Default Checkout Directory path in the Preferences page is always displayed in small case. For example, the path is displayed as d:/enovia, even if the actual path is D:/ENOVIA.

  5. Under the Miscellaneous section, set the following preferences:

    Select Children if parent is selected--Select this option to select the child components by default when a parent node is selected.

    Use Zip in File Operations--Select this option to enable zip compression for file transactions in ENOVIA.

    Progressive Loading--Select this option to bring the structure information while selecting checkout from the object or upon expanding the structure in the Checkout or the Promote page

    Default Expand Level--Set the default number of levels of expansion of a CATIA V5 structure when displayed.

  6. The Derived Output section on the Preferences page lists all the Derived Output types, listed in the Integration Global Config Object, with checkboxes. Select the Derived Output types by selecting the check boxes from the list.

    Automatic. Select the checkbox for the file formats to automatically generate the derived outputs on check in.

    Manual. Select the checkbox to generate the Manual Derived Output for the selected formats.

    Background. Select the checkbox to generate the derived outputs in background. Using this option, the derived output is not generated during checkin. All the selected derived outputs are created and checked in in silent mode. By default, the Background option is disabled. Administrators can enable this option while configuring Background Derived Output Processor.

    The following file formats are supported:


    • image_jpg
    • postscript
    • cgrOutput
    • igesOutput
    • stepOutput
    • pngOutput
    • exeOutput
    • hsfOutput
    • txtOutput
    • wrlOutput
    • stbomOutput
    • 3dxmlOutput
    • stlOutput
    • modelOutput
    • 3dmapOutput
    • hcgOutput
    • vpsOutput
    • dxfOutput
    • dwgOutput
    • cgmOutput
    • svgOutput
    • gl2Output
    • catalogOutput
    • pdfOutput
    • tifOutput
    • ig2Output

    The selected types from this list are shown pre-selected during check in.

  7. Default Type Policy Settings section is used to select the policies for Default Design Policy and Default Versioned Design Policy for CATIA V5 types. The policies CATIA V5 Design Policy and Versioned CATIA V5 Design Policy specific to ENOVIA Collaborative Design for CATIA V5 are selected by default as the default policies.

    You can set a different policy as default using the drop down list. Though the Preferences page allows selection of Design Policy as Default Design Policy and Versioned CATIA V5 Design Policy as Default Version Policy, or CATIA V5 Design Policy as Default Design Policy and Versioned Design Policy as Default Version Policy, it is recommended to use Design Policy and Versioned Design Policy together and CATIA V5 Design Policy and Versioned CATIA V5 Design Policy together CATIA V5 Design Policy and Versioned CATIA V5 Design Policy policies support all the existing CATIA V5 Integration features. The Integration Administrator can customize these policies as per business requirements

    The administrator can enforce a default policy for a particular Type.

  8. You can set the default table to be applied to the list of Designer Central pages on the Preferences page. Select the default table you want to apply to the appropriate pages in Designer Central from the drop-down list of workspace tables displayed.

  9. Click Update to save and update the preferences.

Set Preferences Based on Login Security Context (ENOVIA Team Environment)

Depending of the login security context and the authorizations linked, users can modify Global Preferences and/or Local Preferences.

Global Preferences are modifiable by a user assigned to a context using the VPLMProjectLeader role.

The following Global Preferences can be modified by an user assigned the VPLMProjectLeader role:

For details on each option, see Setting Global Configuration Object (GCO) Preferences topic of Administration section in Designer Central Users Guide.

Local Preferences are modifiable by a user assigned to a context using the VPLMViewer role.

The following server side preferences for ENOVIA Collaborative Design for CATIA V5 can be modified by an user who is assigned at least the VPLMViewer role:

For details on the available preference settings, see Modifying the Default Settings.