Preferences and Integrations

Preferences are set to control the way the PLM and CAD Connectors function. Administrators can set the preference authorizations based on the organizational requirement.

Each preference in PLM can have one of these authorizations:

  • Administrator 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.

Administrators can change the authorization using the Preferences Metadata (pdadm0101m000) session.

This is applicable to PLM Preferences and CAD Preferences.

There are 3 types of sessions can be used to set the preferences:

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

A specific session for each CAD Connector is provided for updating and reviewing CAD Connector Preferences.

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 My Preferences.

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