Preferences & Integrations

Preferences are set to control the way the PLM and CAD Connectors work. Administrators can set the Preference Authorizations based on the Organizational need.

Each preference in PLM can have one of the authorizations, Admin or User.

Admin Authorization: The value for this preference is same across the organization for all users and only Administrators can update these values. Users can only view and use these values.

User Authorization: The value for this preference can be specific to each user and a user can maintain the values as per the requirement.

As part of new company, default authorizations are provided. As per the organization needs, Administrators can change the authorization using the Preferences Metadata (pdadm0101m000) session.

This is applicable to PLM Preferences and CAD Preferences.

For example, the Classification Parameters and Permission set to Admin.

Administrators can change this to User if required.

As another example, in the below screen, the Permissions of the Inventor Initial Save Options can be reviewed and changed accordingly.

In the Preferences Metadata (pdadm0101m000) session, you can search the specific Preference and change it accordingly.

To set the actual value of the preference, there are 3 types of sessions:

• All User Preferences: This type of session is used by Administrators to set/update the preference value which has permission type Admin.
• User Preferences: This type of session is used by Administrators to update the values of the User preferences for any user. For example, Administrator can change the path of edit location for u1, u2 and u3 users. These are preferences which have User Permission, that is, the Administrator can modify preferences of any user.
• My Preferences: Using this type of session, a user can update the values of the preferences which has User permissions. These preferences are specific to the user.

A specific session for each CAD Connector is provided for updating and reviewing CAD Connector Preferences. This table lists the preferences sessions:

Application	All User Preferences	User Preferences	My Preferences
PLM	pdadm0102m300	pdadm0102m200	pdadm0102m100
Toolkit	pdcad0101m200	pdcad0101m300	pdcad0101m100
AutoCAD	pdcad0102m100	pdcad0102m200	pdcad0102m000
Catia	pdcad0103m100	pdcad0103m300	pdcad0103m000
Inventor	pdcad0105m100	pdcad0105m200	pdcad0105m000
MS Office	pdcad0107m100	pdcad0107m200	pdcad0107m000
Creo	pdcad0108m100	pdcad0108m200	pdcad0108m000
Solid Edge	pdcad0109m100	pdcad0109m200	pdcad0109m000
Solid Works	pdcad0110m100	pdcad0110m200	pdcad0110m000
UG	pdcad0111m200	pdcad0111m300	pdcad0111m000

Each user must be assigned to a Default Project in the preferences before the user can start working with the application.

The user can set the Default Project using the My Preferences as shown here:

Administrator can also set the Default Project for a user using the User Preferences.