General tab (My SolidWorks Preferences)

Use this tab to set the preferences related to the PLM files, items and drawings that are downloaded to SolidWorks.
Table 1. Location
Preferences Description
Edit Location The folder in which the files must be downloaded for editing in SolidWorks.
View Location The folder in which the files must be downloaded for viewing in SolidWorks.
Table 2. General
Preferences Description
Allow Link to Released Items If this check box is selected, a document can be linked to an item with Release status.
File Name Uniqueness This option defines the uniqueness of the PLM file name. Possible options:
  • Unique per project
  • Unique across all projects
  • Duplicate file name is allowed
Disable actions on view files If this check box is selected, the files accessed from the integration query results using the Download Files from PLM option cannot be modified.
Note: This check box can be selected only if the location specified in the Edit Location is different from the location specified in the View Location.
Query Search Default This option defines how the integration query tool is accessed from the PLM menu in SolidWorks and determines the query objects. Possible values:
  • Item
  • Document
  • File
Save Additional Drawings If this check box is selected, the local editable drawing files of editable or non-editable models of the current CAD structure are saved to PLM.
Download Additional Drawings If this check box is selected, the Download Files from PLM option can be used to download the related drawings of all the models in the current Document structure.
Allow reload of already opened files If this check box is selected, the open files can be replaced and reloaded.
Show message on successful open If this check box is selected, a message is displayed after downloading (Edit or View file ) files from PLM.
Warn user when the same item is linked to parent and child components If this check box is selected, a warning message is displayed that the same item is linked to parent and child components.
Take Ownership during Edit File in Integration If this check box is selected, the ownership has to be taken for the files when executing the Edit File command. If this check box is cleared, the files can be edited without taking ownership.
Skip Mapping for Released files during Download If this check box is selected, the integration does not perform the mapping for the files which are in Released status in PLM during the download process.
Note: It is recommended to select this check box to improve the application performance during the download process.
Skip Meta Data comparison during Download If this check box is selected, the Download Manager does not indicate changes if any, in the PLM data related to the Document/Item/File.
Warn for missing CheckIn specific modified mapping XML file If this check box is selected, and if the ModifiedMappingRulesForCheckIn.xml is not available in the %CFE_CLIENT_HOME% Toolkit directory, PLM warns that the file is missing.
Set CAD Instance Name as Item-ID If this check box is selected, the PLM sets the name of the CAD instance as the item ID.
Generate Items for all configurations If this check box is selected, the items for all the configurations are generated and linked to a document in PLM when the data is saved in PLM, irrespective of Capture Design Variant steps being performed.
Save External References If this check box is selected, the relations between the SolidWorks files are stored in PLM, when the files are saved in PLM process.
Resolve light-weight components during Save to PLM If this check box is selected, while reading BOM of individual configurations, PLM integration activates the required configuration and initiates this API to resolve all lightweight components when the components are saved in PLM.
Create separate BOM lines for component files linked to same item If this check box is selected, two different BOM lines are created in PLM for two different components (in an assembly) linked to the same item when the files are saved to PLM.
Update items with "ERP Item Default Data" automatically If this check box is selected, and the Create Documents Only check box is cleared, the integration sets the values of certain attributes based on the default ERP data for the combination of Item_Type and Item_Group.
Note: This preference is applicable for items that are created for the file when the file is saved in PLM.
Link Drawing to all Items of Child Model If this check box is selected, the integration links (as Related Models) all Items representing different configurations of the model to the Document of the drawing.
Process Impacted Documents during download If this check box is selected, and a file is downloaded, all of the impacted documents (for which the file is a driver document) are also downloaded.
Retain Item-Drawing Links If this check box is selected, during Save the files to PLM, the existing Item drawing links of the model file are retained.
Apply Custom Property Mapping Rules (to PLM) to All Items If this check box is selected, custom property mapping rules are applied to all items/configurations of a model file.
Note: A SolidWorks model file (part/assembly) can have multiple configutarions and each configuration can have an item in PLM. A default configuration always has an item in PLM.
If this check box is cleared, mapping rules are applied only for the default item/configuration.
Automatically pick local drawings during Save to PLM If this check box is selected, the drawing files of a part or assembly, existing locally, are automatically saved in PLM. This helps ensure that the model and the related drawings are always saved together.
Skip correction of referenced file paths during download If this check box is selected, the references/links in files are not updated after the files are download from PLM.
Do not create Items for specific configurations If this check box is selected, items are not created for the configurations specified in the CustomizationSetup.xml.
Use Cut-List Mapping If this check box is selected, and a Cut-List mapping exists, the mapping is applied to the items.
Link Drawing to Default Item if variant has no item in PLM If this check box is selected, and the configuration of the model file (part/assembly) linked to the drawing does not have an item in PLM, the drawing is linked to the item of the default configuration.
Note: A SolidWorks model file (part/assembly) can have multiple configurations and each configuration can have an item in PLM. A default configuration always has an item in PLM.
Link to Existing Item in Case of Item Id based on Cad Instance Name If this check box is selected, the Item ID is automatically linked to the existing Item in case the item ID is the same as the Cad Instance Name or the item ID already exists in PLM.
Link to Existing Item in PLM If this check box is selected, and the Item ID exists in PLM, the item ID is automatically linked to the existing Item.