General Option

The General Option includes these preferences:

Allow Link to Released Item
If this check box is selected, you can link a document to a RELEASED item. If this check box is cleared, the user who tries to link a RELEASED item receives an error message.
File Name Uniqueness
If this check box is selected, the names of the files stored in PLM are unique.

If this check box is cleared, you can store multiple files with identical file names in PLM but in different projects. It is not recommended to clear this check box, since it might cause problems if you want to download a file while a file with an identical name already exists locally. For example, you cannot use multiple files which have identical file names; from different folders; in one assembly.

Disable Actions on View File

This option is used to prevent the user from modifying files using the View File in Integration option. If this check box is selected all the Infor PLM menu options such as, Save to PLM/Save and Unlock/Check-In that can modify data in PLM are disabled.

Note that for the Disable Actions on View File option to work, the view and edit locations specified in the Locations option must be different. For further information, see Locations.
Save Additional Drawings
If this check box is selected, the following operations save the local drawing files of all the editable and non-editable models of the current CAD structure to PLM:
  • Save to PLM
  • Save and Unlock
  • Check-In
Download Additional Drawings
If this check box is selected, the Edit/View file in Integration option enables the user to download the related drawings of all the models in the current Document structure.
Show message on Successful open
If this check box is selected, a message is displayed upon the successful completion of Edit / View file in Integration.
Query Search Default
This option defines the default search object in Infor PLM > Download files from PLM tool.
  • ITEM
  • DOCUMENT
  • FILE
Warn User when the same item is linked to parent and child components
If you select the Warn User when the same item is linked to parent and child components check box, PLM warns the user that the same item is linked to parent and child components.
Take Ownership During Edit File in Integration
When Take Ownership during Edit File in Integration preference check box is not selected, the users do not take the ownership of the files even when they execute Edit File in Integration command.

In case the Take Ownership during Edit File in Integration check box is selected, the user can take ownership for the selected file and its dependents before the save process.

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 the PLM during the download process. It is recommended to select the check box to improve the download performance of large assemblies in the View/Edit File operation. However, you should be aware that some file preferences may not be up to date with PLM.
Set as PHANTOM item

If this check box is selected, the item is set as a phantom item.

No Item is created during initial Save To PLM if all the following conditions apply:

  • The Integration preference Set as PHANTOM Item is set to true.
  • The user created a Creo parameter called Phantom (case insensitive) and has set the parameter to true.
Note: Set as PHANTOM Item functionality is also supported for Assembly.

To set phantom assembly, complete the following steps:

  • In the integration, enable the Set as PHANTOM Item preference.
  • In the assembly file create a string parameter PHANTOM and set the value to TRUE.

When you save the file to PLM, item is not created for assembly for which this parameter is set to true. Therefore, BOM is not created for such assemblies. Items are created for the components of the assembly.

Skip Meta Data Comparison During Download

When Skip Meta Data Comparison During Download check box is not selected in the preferences, the Download Manager indicates if there is any change in the PLM data of Document/ Item/File.

In case the Download Manager indicates the data change, it is recommended to download the indicated files. Hence the Download option for the specific changed file is set to true by default.

Warn for Missing Check In 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, the PLM warns the user that the file is missing.
Set CAD instance name as Item-ID
If this check box is selected, Item IDs are created with same name as that of file name. This is applicable only for the initial save of the file into PLM.
Generate Items for all Configurations
If this check box is selected, items for all the configurations are generated and linked to document in PLM when you perform the Save to PLM operation, regardless whether Capture Design Variants steps are performed or not.
Save External References
If this check box is selected, the associative links functionality is enabled. For more information refer to Chapter, Associative Links.
Allow reload of already Opened files
If this check box is selected, during download already opened files that are downloaded are closed and opened again to reflect the latest changes.
Create separate BOM lines for component files linked to same item
If this check box is selected, when an assembly containing two different part files linked to same item is saved to PLM, two different BOM lines are created in PLM.
Update items with "ERP Item Default Data" automatically

If this check box is selected, and Create Documents Only check box is not selected integration sets the values of certain attributes based on ERP default’s data (for the combination of ITEM_TYPE&ITEM_GROUP). This preference is applicable for the items that are created for the file during Save to PLM.

For example, Select the Update items with "ERP Item Default Data" automatically check box and do not select the Create Documents Only check box in the Preferences > General. Create new part and perform Save to PLM.

Before the Set Object Attributes dialog is displayed, the integration sets the attributes of Items based on Item default data as defined in PLM.