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Windchill Preference Management Settings transfer

tjerome
9-Granite

Windchill Preference Management Settings transfer

 

Where is the location of the file that contains the information for the settings listed in Preference Management in Windchill PDM link 11.1? I created a new user in Creo Parametric 7.0.6.0 and my new user preferences in Preference Management are only show default settings.  I would like to import my settings from my other user Preference Management settings into this new user account.  Is there a way to import these settings from my old user account into my new user account?Perhaps I am not asking the right question with a location, how does one go about exporting the Preference Management settings and importing them for an individual user?

 

 

 

 

4 REPLIES 4
BenLoosli
23-Emerald II
(To:tjerome)

They are stored in the Windchill database, not a file you can get at and copy.

All of my preference changes are done at the organization level so everyone sees them.

I doubt any of my users are even aware of the ability to change Windchill preferences (thank goodness). 

avillanueva
22-Sapphire I
(To:tjerome)

Preferences are stored in the database. Your image shows you are looking at the site level which should be the common defaults for the system and all users. I do not know of a way other than data loads to copy or transfer settings for user preferences from one user to another. A new user would indeed inherit from the defaults. I suggest using two browsers and do a side by side comparison of the preferences to make them match.

I agree, stay out of setting user preferences if you can.  But, it is possible to set user preferences for them when groups of users need specific known values (e.g., preferred file server) and we can't trust them to do it themselves.

 

It has been a long time since I mass updated user preferences.  These are the methods I have tried before.  The first one most closely matches your use case.

 

A. Refer to exporting and importing Preferences in the help documentation.

https://support.ptc.com/help/wnc/r11.2.1.0/en/index.html#page/Windchill_Help_Center%2FPrefExImp_About.html%23

It should go something like this:

Export from one user

windchill wt.preference.ExportPreferences -usage

windchill wt.preference.ExportPreferences -user="wcadmin" -password="*******" -userLevel="bob"

Import into another user

windchill wt.preference.ImportPreferences -usage

windchill wt.preference.ImportPreferences -user="wcadmin" -password="*******" -importfile="{file path}" -applyToUserLevel="tom"

 

 

B. Or, if you want to set a singular preference, you can do something like this.

https://www.ptc.com/en/support/article/CS370528

windchill wt.preference.SetPreferenceUtility -help

Syntax:

windchill wt.preference.SetPreferenceUtility -name {PREF_NODE/PREF_NAME} -value {preference value} -user {preference user} -u {admin login} -p {admin password}

Example:

windchill wt.preference.SetPreferenceUtility -u wcadmin -p ******** -name /wt/content/contentCacheSite -value Europe -user tom 

Note: You can get the {PREF_NODE/PREF_NAME} by customizing the Preference Management table view and adding the "Internal Name" column.

CapturePreferences.PNG

 

 

C. Or, using loadfromfile...

Create a load file: D:\userPreference.xml

Syntax:

<?xml version="1.0" ?><!DOCTYPE NmLoader SYSTEM "standardX24.dtd">

<NmLoader>

  <createPreferenceInstance handler="wt.preference.LoadPreference.createPreferenceInstance">

    <csvname>/wt/content/contentCacheSite</csvname>

    <csvvalue>site_name</csvvalue>

    <csvuser>user_name</csvuser>

    <csvcontext />

  </createPreferenceInstance>

</NmLoader>

Example:

To set the default cache vault to "Europe" for the username "tom"...

<?xml version="1.0" ?><!DOCTYPE NmLoader SYSTEM "standardX24.dtd">

<NmLoader>

  <csvPrefEntry handler="wt.prefs.LoadPrefEntry.createPrefEntry">

    <csvname>contentCacheSite</csvname>

    <csvvalue>Europe</csvvalue>

    <csvnode>/wt/content</csvnode>

    <csvuser>tom</csvuser>

    <csvcontext>$USER:tom</csvcontext>

  </csvPrefEntry>

  <csvPrefEntry handler="wt.prefs.LoadPrefEntry.createPrefEntry">

    …(next user)…

  </csvPrefEntry>

</NmLoader>

To load the XML file:

Syntax:

windchill wt.load.LoadFromFile -d <full path to your.xml>

Example:

windchill wt.load.LoadFromFile -d D:\userPreferences.xml

 

 

As always, kick the tires in a non-production environment first.  It is possible to delete your mistakes.  Just ensure you are deleting preference instances and not preference definitions.

Article - CS258377 - When configuring the appearance of Welcome to Windchill page in Windchill PDMLink for all users the User preferences are ignored (ptc.com)

windchill wt.preference.LoadPreference.deletePreferenceInstance

 

 

Shameless plug... Genius Tools for Windchill has a "WINDCHILL EXPORT/LOAD PLUGIN" for 11.x and an Administration bundle for 12.x.  Either can export/import business configuration, including any preferences that have been set at the site, org, and/or application context level.  This solution supports more content than PTC's Business Administration Change functionality and has a GUI interface.  The tabs you can't see in the image include: CAD & Document Templates, Table View, Standard Profile, Client Tab, and Saved Search.

CaptureGTforWCExportLoad.PNG

It is a great tool for cloning business configurations between systems and cherry picking from one business configuration to add to or overwrite another.  It is essentially a front end for LoadFromFile with some enhancements.  Chosen configurations can be exported to disk from the source system and loaded into the target system.  Once on disk, the configurations can be source controlled.  But it does not export/import individual user preferences.

 

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