I'm sure I'm just not thinking the "Creo" way, but I'm finding file management far too dangerous in Creo.
I'm used to file management systems, versioning, etc, and I understand that logic, but what really gets me in Creo is how easy it is to lose an awful lot of work thanks to not knowing whether you've saved your latest versions of files in session.
I can see why when you close a file, it's still "in session". I have often done that just to declutter my desktop.
But I don't know whether a file "in session" has changed since it was last saved. Is there a way of knowing this?
As a result, what I'm doing now is systematically saving a part, model or assembly each time I open and then close it which is not only cumbersome, but leads to far more versions of the file than needs be.
The "Erase not displayed" feature is good to tidy up but incredibly dangerous because if ever you changed something and then closed the window to declutter your desktop (but didn't save it), you've now lost that work.
I'm hoping it's just that I don't have the right "mind set" for this, and maybe there's a guide / tutorial that explains how PTC expect you to manage your files and workflow. If there is such a guide, please let me know.
When you shut down Creo, it does warn you that any unsaved work will be lost. But how do I know what work has safely been saved and what is still in session and hasn't? I'll search for any auto-save feature that might save my bacon.
My working method is to save objects when I close them, even though I know they are still in session and I may still be going back to work on the object again. If you don't save regularly even if you aren't closing an object, you will be destined to lose work when the system crashes (and some builds of Creo are prone to unexpected exits).
Any autosave feature would create basically an infinite number of versions.
Use purge to delete old versions of files. There are some purge utilities available that allow you to adjust setttings for purging. I am not familiar with these since I am on PDMLink so someone else will have to chime in on those specifics (or google it).
There are some settings for what Creo saves when you hit the save button. save_objects option and I have mine set to the default "changed and specified". You might look at the options to see if something fits you better.
prompt_on_exit yes in combination with save_objects changed_and_specified will make Creo ask you to save each modified object on shutdown.
I like to live by the addage of "save early, save often". Even if Creo doesn't unexpectedly close down on you for some reason, there is always the possibility of a power outage or something that could cause you to loose your work. I like to carry it one step further and periodically upload my files so that they are on the common drive and are automatically backed up each day. I learned this the hard way when I lost work off of my personal PC because it wasn't uploaded to commonspace. Once you get into the habit of saving often, it really isn't a big deal.
As far as work insession is concerned, if you open a file that is in session and hit save, if it has already been saved, it will tell you that the file isn't changed since the last save. If you don't get that message, it has changed since your last save.
Thanks Reinhard, that's really helpful.
I've just checked it and it works - I didn't have the prompt_on_exit defined and the default is no.
There is just one small problem with that: once you ask to quit Creo and you get asked the questions, there's no way to abort: you either save or don't. If you hit escape, Creo just exits (and it wasn't saved). So there's no way to check what those latest changes might have been.
Of course, one should know what the latest changes were, but when you're working with several parts and assemblies, and you're constantly switching from one to another, it's easy to get lost.
If only that option also had an "abort" so you could then reopen that part / assembly / drawing / whatever to see whether you want them saved or not would be great.
Other applications I've used grey-out the save button when the item hasn't been changed. PTC can't do that because their save button is a special dialog box; you can select 'Save' and then type any name in the box and the software will try to save it, just like the Open dialog box does.
An in-memory status would be nice to see. All the objects and what their state is:
As Retrieved, Modified, Modified and Saved; Checked Out; Locked; Warning Count; Error Count.
I suppose you could make a mapkey to Save and then Close Window and use that in conjunction with locking any components you did not intend to change.
I don't get that in Creo Parametric:
I do have a save icon (cyan-coloured floppy disc), and the shortcut is Ctrl+S. The same function is in the File menu. But I cannot type any name. It will save it with the current file name. I guess this is so that versioning works, and I'm fine with that. There's the save as and save a backup which I occasionally do to create a fully independent backup of the file.
I guess the one-shot, do-or-die safety net that "prompt_on_exit" and brings you is the closest I'll get.
Select from the menu File/Save. It should open the Save Object dialog.
At the bottom of the box is an entry for Model Name, which is automatically filled in with the current object name; you can type any other name in there.
If you are selecting an icon and it directly saves, it may be a user defined operation that runs a mapkey that automatically clicks OK to save the default entry in the dialog box.