Users PLM Preferences (pdadm0102m200)

Use this session to set the PLM preferences that are applicable to a specific set of users.

A user with an Administrator role can set the preferences that are applicable for the specific group of users.

Note: The PLM properties are specific to each user. The settings applicable for one user do not affect the settings of other users.

Use these tabs to set the preferences:

General
File
Send to Production
Workflow
System Parameters
PLM Import and Export
Revision Control
Default Templates

Field Information

User Name

The project code used when creating an object in PLM.

Description

A brief description of the user.

Effective Date

The date and time from when session is updated.

General

Default Project: The code of the project used as the default when you create an object in PLM.
Number of Levels in Structure Pane: The default number of levels in Structure Workbench (pdpdm8100m000) session.
Allow linking to released Item: If this check box is selected, the application allows linking of objects to released item.
Allow linking to released Document: If this check box is selected, the application allows linking of objects to released Document.
Show Navigation Session: If this check box is selected, the application displays detail sessions of Items, Document, or Folders and BP in the navigation pane.
Change Project Owner removes access to original Project: If this check box is selected, the object is removed from the original project when you modify the owning project of an object.
Manual Revision must comply with Mask: If this check box is selected, the new revisions must comply with mask definition when specifying a manual revision.
Consider User Default Project during Duplicate of Object: If this check box is selected, the Target Objects Project is set to User Default Project defined in User Preferences when duplicating an object.
Use Reference Designators: If this check box is selected, user can add the Reference Designators for Child Item.
Reference Designators range indicator: The range indicator for the Reference Designators.
Use-Up Materials: If this check box is selected, the Use-Up Item can be linked to Child Items in BOM (pdpdm1601m000) Session.
Show Thumbnails for Item/Document in Session Grid: If this check box is selected, the application displays thumbnail images of the Items or Document in session grid.

Business Partners

Maintain Supplier Part Number: If this check box is selected, the SPN is maintained when linking a Supplier to Item.

Classification Parameters

Classification In Use

If this check box is selected, user can add classification to Item or Document.

Author must Classify Items

If this check box is selected, the classification is set to mandatory for Items.

Author must Classify Documents

If this check box is selected, the classification is set to mandatory for Documents.

Author must Classify Requirements

If this check box is selected, the classification is set to mandatory for Requirements.

Allowed values

Yes
No

Display Boolean attributes as list-box in Classification Dialog

If this check box is selected, the application displays the Boolean attributes as the list-box on the Classification session.

Component Engineering

Component Engineering Implemented

If this check box is selected, user can work with component engineering APIs.

Find Number Parameters

Initial value for Find No.: The initial value for searching a number to Start With when adding a Child Item in BOM.
Increment value for Find No.: The numerical value to increment for the Next Find No.
Add leading Zeroes in Find No.: If this check box is selected, the leading zeros can be added to the Find No.

Requirements Management

Requirement Management Implemented

If this check box is selected, the requirement management functionality is implemented.

Allowed values

Yes
No

Files

Synchronize files via Main Vault only

If this check box is selected, the application synchronizes files between vaults using the Main vault.

On-demand file multi-vault synchronization

If this check box is selected, the application synchronizes the file with a remote vault only when the file is accessed from this vault.

File Name Uniqueness

Select the file name uniqueness criteria.

Allowed values

Unique across all projects
Unique per project
Duplicate file name is allowed

Set attribute values for new files

If this check box is selected, the user can define required Manual File ID or Revision for a File during Upload.

Set attribute values for new files

If this check box is selected, the Files limit per area can be user can defined.

Files limit per area

Specify the number of files that can be limited per area.

Send To Production

Tree Levels

Specify the value to set the default tree level in PLM during send to production.

Send BOM Designed for Purchase

If this check box is selected, application automatically send the BOM designed for the purchase to the ERP.

ERP Version

The ERP system used for PLM integration. This is set by PLM administrator.

Allowed values

LN ERP
CSI (SyteLine) ERP
BAAN IV
BAAN ERP
COM ERP
XA ERP

ERP Connection using ION

If this check box is selected, PLM integrates with ERP through ION. The PLM administrator set this value.

Use Business Process ID for Received Job-shop BOM ID

If this check box is selected, the received job shop BOM is set to BOM ID with the Business Process ID in when Item is sent to Production using Send to Production Step in Workflow.

ERP Company

The unique identification number of the ERP company for ERP integration. The PLM administrator set this value.

ERP Site

The site defined for the ERP company.

Impact Analysis Configuration

The default Configuration for Impact Analysis.

Send WBS/WP to Projects

Force Sending WBS/WP to Element: If this check box is selected, you must specify the project element to send a WBS or WP item to an industrial project.
Send Items to ERP: If this check box is selected, you are authorized to send the PLM items to ERP.
Send BOM Designed for Purchase: If this check box is selected, application automatically send the BOM designed for the purchase to the ERP.

Workflow

Restrict use of Dispatch according to Workflow Template Association

If this check box is selected, the dispatch operation retrieves the workflow templates with the association rules.

Strict Workflow Association Rules

If this check box is selected, the Workflow Templates during dispatch are displayed strictly based on the Workflow Association Rules for an Item or Document.

Require Additional Confirmation

If this check box is selected, the user is prompted to specify a reason and further instructions during Rejection or Manual Completion and Cancellation of BP.

Allow locked objects in new BP

If this check box is selected, the application links the locked object to the next Business Process as an unlocked object.

Default Attach to Business Process

The PLM administrator can specify a default condition for the attachments to be linked to the workflow steps or Business Process.

Allowed values

Attach to BP only, locked: The attachment is linked to a business process and user who has initiated the business process can link the attachment to a particular step. Also, the attachment is locked, and no further changes can be made to the attachment.
Attach to BP only, unlocked: The attachment is linked to a business process and user who has initiated the business process can link the attachment to a particular step. Also, the attachment is unlocked.
Attach to all steps, locked: The attachment is linked to all steps. Also, the attachment is locked, and no further changes can be made to the attachment.
Attach to all steps, unlocked: The attachment is linked to all steps. Also, the attachment is unlocked.

Force addition of Reason

If this check box is selected, This forces the user to specify a reason when we Manually Complete or Cancel a BP.

Workflow handle only Locked Object

If this check box is selected, the workflow does not allow check-in or check-out operations to objects within a Business Process that are not locked to this Business Process.

Allow Check-In and Check-Out Steps with No Valid Objects Attached

If this check box is selected, the progress to the next steps without failing the BP when no object is attached for Check-in and Check-Out steps.

Conditional Workflow

If this check box is selected, user can define conditions for a Selected a Workflow Template.

Notify Originator when Business Process is

Complete: If this check box is selected, the Originator of the Business Process receives a E-Mail notification when the business process is completed.
Suspended: If this check box is selected, the Originator of the Business Process receives a E-Mail notification when the Business Process is suspended.
Cancelled: If this check box is selected, the Originator of the Business Process receives a E-Mail notification when the Business Process is cancelled.
Resumed: If this check box is selected, the Originator of the Business Process receives a E-Mail notification when the Business Process is resumed.
Rejected: If this check box is selected, the Originator of the Business Process receives a E-Mail notification when the Business Process is rejected.

Email Address From

The from Address displayed in the Email when the Email Notifications sent from Workflow or Business Process.

Repeat Email Reminder for Task until it is done

If this check box is selected, Email Notifications is sent to the Assigned User until the Task is Completed.

Frequency of Reminder

The Frequency of Reminder to send Email Notifications until the Task is Completed in Number of Days or Hours.

Repeat Email Reminder for Task - Time Unit

The time unit for the Reminder.

Allowed values

HOURS
DAYS

System Parameters

Shared Project: The objects created in the shared project can be linked to other objects created in Different Projects.
Authorize Items to All Projects: If this check box is selected, you have permission to authorize Items to all the PLM projects.
Authorize Documents to All Projects: If this check box is selected, you have permission to authorize Documents to all the PLM projects.
Authorize Folders to All Projects: If this check box is selected, you have permission to authorize Folders to all the PLM projects.
Ignore Missing numbers during Mask generation: If this check box is selected, the application generates the next key after the maximum number available in the table ignoring the missing numbers.
Check Out Major: If this check box is selected, major checkout operation can be performed.
Use Mask Exit Point: If this check box is selected, customers can intercept the standard mask generation logic and use their own custom logic for generating the key values.

Linked Projects

Allow cross-project authorization for logical links: If this check box is selected, you can link an object from a specific project to the object of different project. This is set by PLM administrator.
Allow cross-project authorization for hierarchical links: If this check box is selected, you can link child objects of specific Project which are different than project of parent object. This is set by PLM administrator.

PLM Export and Import

Skip Metadata in Export: If this check box is selected, you can skip the meta data file when exporting a file.
PLM Export Path: The Path for the Export Package file to be Copied or Exported.
PLM Import Path: The Path for the Import Package file to be selected when Importing a file.

Revision Control

Allow Check-Out Latest Created Only

If this check box is selected, the applications allow the check-out of recently created files.

Enable read write lock for Check-In/Check-Out

If this check box is selected, the application enables read write lock for check- in or check-out.

Cross Project Authorization for Check-In/Check-Out Operations

If this check box is selected, you can Check-In and Check -Out objects across all the PLM objects.

Mark documents for text search indexing on Check-In

If this check box is selected, indexing of document related files can perform check-in operation for text search.

Disable automatic Check-In of child documents

If this check box is cleared, the application allow the automatic Check-In of documents.

Action on multiple revisions selected

The objects associated with project configuration are automatically selected.

Allowed values

Raise error
Pick the first from the list

Note: The revision control processes only one revision of the object at a given time. Hence the application allows only one revision at a time.

Check-Out action (for Documents) Remove links to non-effective Items

If this check box is selected, the application removes the item from new revision of the document when the old revision of an item is checked-out.

Display report on Revision Control Operations

If this check box is selected, the application displays the report for vault operations with details of all the objects that are:

picked
skipped and contains errors
warnings with reasons

Delete Ineffective Links (On Check-In)

If this check box is selected, the application delete links which are not effective when a check-in operation is performed.

Log Staging Times

If this check box is selected, application generates logging of staging times in Revision Control Staging Log Timings (pdcom0515m000) session for vault operations performed.

Allow Undo Operations for objects with missing revision history

If this check box is selected, the application allows undo operation for the missing revision when an Object Revision history is missing for a particular revision.

Selective Check-Out Levels

The number of levels to be displayed in the Selective Check Out Session. When you check out an item, you may require subset of its linked objects to be checked out with it.

Base Versioning

Manage Files using Base Versioning: If this check box is selected, files are not duplicated and moved to the vaults when performing check in and check out operations.

Manage thumbnails using Base Versioning

If this check box is selected, thumbnail image files are not duplicated in the disk when performing a check out operation.

Default Templates

Items: The default template for the Items when creating an object.
BOM: The default template for the BOM when creating an object.
Documents: The default template for documents when creating an object.
Folders: The default templates for folders.
Files: The default templates for files when creating an object.
Business Process: The default templates for Business Process when creating a Business Process.

Requirements

The default template for requirements when creating a requirement object.