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CAD Filename overlaying the CAD Name

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CAD Filename overlaying the CAD Name

Windchill 11 MO20 - Auto-numbering is turned on...and correctly auto-numbered SolidWorks CAD file attributes are being automatically overwritten in a specific context when saved...the CAD File name is overlaying the CAD Name. is this a Windchill preference somewhere? This is not the behavior we want. Any ideas? Which preferences/settings affect these attributes?

 

Thank you.

1 ACCEPTED SOLUTION

Accepted Solutions

Re: CAD Filename overlaying the CAD Name

The preference: operation/upload  operation/naming parameter appears to be working for what we need. I added a setting in it for SOLIDWORKS and set it to the field Description to match Solidworks 2016. 

 

Upon save to workspace, the CAD NAME field is NOT being overwritten by the number or file name! Same with check-in.

 

This looks like NAMING PARAMETER setting is the solution? See attached graphics.

Is this how that preference is supposed to work? Thanks!

 

View solution in original post

5 REPLIES 5

Re: CAD Filename overlaying the CAD Name

Hi,

 

With the limited information provided, I feel that, there is change in the preference level between site level & context level.

Can you please check below preference in both site & at product level?

 

Site/Context>Utilities>Preference Management>Operation>New CAD Document>Synchronize CAD File Name with CAD Document Number

 

If this does not solve your query, request you to provide step by step of the actions carried out to understand the issue.

 

Regards,

Pankaj Mooteri

Product Manager, PTC

Re: CAD Filename overlaying the CAD Name

The problem is the CAD NAME is somehow sync'ing with either the CAD FILE name or the CAD Number.
STEPS TO RECREATE: Using WGM for Solidworks 2016, Windchill 11 - In Solidworks, we do a FILE/NEW - create a new part. The part gets correctly auto-numbered.
Set the Description Parameter which is what we want the CAD NAME to be.
Just doing the function of SAVE in Solidworks to my workspace and the CAD NAME is over-written by (one or the other) File Name or Number.
This is happening in multiple contexts, on multiple machines.
NOTE: The preference "Synchronize CAD File Name with CAD Document Number" is set to YES in the Site, Org and Context levels - that appears to be working.
Could this have something to do with OR be resolved by using this pref? operation/upload  operation/naming parameter
Also, there is a USE CURRENT ATTRIBUTE MAPPING option as well..?? I am not familiar with these prefs.


Thank you.

Re: CAD Filename overlaying the CAD Name

The preference: operation/upload  operation/naming parameter appears to be working for what we need. I added a setting in it for SOLIDWORKS and set it to the field Description to match Solidworks 2016. 

 

Upon save to workspace, the CAD NAME field is NOT being overwritten by the number or file name! Same with check-in.

 

This looks like NAMING PARAMETER setting is the solution? See attached graphics.

Is this how that preference is supposed to work? Thanks!

 

View solution in original post

Re: CAD Filename overlaying the CAD Name

Hi,

Yes, "Naming Parameter" specifies the CAD tool designated parameter or property attribute from which the CAD document name is copied during initial upload. It is working as expected.

 

I suggest you to review the section "Policy-Managed Naming and Numbering" under Windchill Help.

Pasting the content below for ready reference, so that it would provide some clarifications on the expected behavior.

 

Policy-Managed Naming and Numbering
Windchill Workgroup Manager supports four policies to determine how newly created objects are named and numbered:
Auto-numbering
Name-driven
Parameter-driven
Custom
These policies are only used during the initial creation of parts and CAD documents. If the policy is changed at a later date, existing data is not affected.
These policies can be used together to drive the naming and numbering behavior. For example, auto-numbering can be used with Custom to form a numbering policy. The four policies can be described as follows:
Auto-numbering
Auto-numbering is the default naming and numbering policy.
The CAD document number is provided by the CAD document number generator (either using the standard Windchill number generator, or through customization).
When using auto-associate to create new Parts, the part number is provided by the Part Number generator.
When using auto-associate to create new Parts, the default value for the part name is copied from the associated CAD document name. If a file extension is present in the CAD document name, it can be optionally dropped from the part name controlled by a preference.
The CAD document and part name field can be edited using Rename.
New CAD documents must be created either in the CAD application, or in the Windchill Workgroup Manager using New CAD Document. If no attribute mapping exists, then the Windchill name is automatically set to file name. The user can then use Rename in the workspace to allocate a different value prior to check in.
In the Rename user interface, the number field cannot be edited, unless auto-numbering is disabled or the override preference is set by the administrator that allows users to override the auto-numbering sequence and manually enter a value in the number field.
Name-driven
When auto-numbering is disabled, name-driven policy comes into effect.
The Windchill CAD Number is copied from the CAD model file name (the file extension can be dropped and is controlled by the Windchill preference Upload Drop Number File Extension). The WindchillNumber is propagated to the CAD environment and stored on a property in the CAD file called PTC_WM_NUMBER.
The Windchill CAD Document Name is also copied from the CAD model file name (the file extension can be dropped and is controlled by the Windchill preference, Upload Drop Name File Extension). The WindchillNumber is propagated to the CAD environment and stored on a property in the CAD file called PTC_WM_NAME.
If you use Workspace Rename to set the WindchillName or Number attribute for a new CAD document, its value is pushed from Windchill to the CAD environment and stored on a property in the CAD file called PTC_WM_NAME or PTC_WM_NUMBER respectively.
The default value for the part number is copied from the CAD document number (the file extension can be dropped and is controlled by the Windchill preference AutoAssociate Truncate Number File Extension).
The CAD document and part Number field can be edited using Rename. If parts are auto-created from CAD documents, then the user does not get the chance to specify a part number. If parts are created manually, the user has the option to specify number during creation (assuming autonumbering is disabled). If a CAD document is created in the CAD application, it has no ability to define the Windchill CAD document number. Even if the PTC_WM_NUMBER attribute is created prior to saving to the workspace, it is overwritten by the Windchill file number. The user must then use Rename in the workspace to allocate a different value prior to check in.
Parameter-driven
Parameter-driven naming and numbering is where Windchill Name and Number attributes are mapped to existing properties in the CAD file.
The CAD document Number is copied from the value of the CAD application property identified by the Windchill preference Numbering Parameter.
The value for the CAD document name is copied from the CAD application property identified by the Windchill preference, Naming Parameter.
The value for the part number is copied from the value of the soft attribute identified by the Windchill preference AutoAssociate Numbering Parameter.
The value for the part name is copied from the value of the soft attribute identified by the Windchill preference AutoAssociate Naming Parameter.
The CAD document and part name and number fields can be edited by the user using Rename. The new value is pushed from Windchill to the CAD environment and stored on a property in the CAD file.
Custom
The OIR (Object Initialization Rules) Administration, available from the Utilities menu, provides a way to specify default values for the attributes and display constraints on attributes of a specific object type. The default values and attribute constraints are then used when Windchill creates objects of that type. Each OIR can contain default values and constraints for one object type. The rules only apply on object creation and do not change or set values for existing objects. Rules can be set up to provide auto-number generation as well as to provide custom behavior. OIRs are set per Windchill context, allowing different naming/numbering rules to be applied to different contexts.
 
 

Re: CAD Filename overlaying the CAD Name

Hello All,

 

My requirement is similar to this.

when user creates a EPM doc from CATIA V5  > file > New,

and when we try to check in this file o Windchill, 

Number will be Auto Generated.

Name will be - user provided while creating new CAD document in CATIA

File Name - Here File Name is like < Name>+.ext.

 

But my requirement for File Name is like,

File Name  = <Auto Generated Number >+file ext.

to achieve this which preferences to be set ?

Kindly advise.

 

Regards,

Vivek Uchekar