Project: HELiOS PDM for AutoCAD

HELiOS Options

The Options menu item of the HELiOS menu in Inventor opens a dialogue window that consists of the following three areas:

• Settings for the Workspace
• Settings for the Document
• Attribute assignment

Settings for the Workspace

Beneath Local directory of documents: you can see the path of the local session directory.

To change the directory, click on the icon and choose a new directory.

If you have activated the Remove documents that are currently not being edited from Workspace after closing the application checkbox, all documents that are currently not in edited mode will be removed from the session when you close the program. Otherwise, the data will be preserved.

Use the Remove locally changed files checkbox to determine whether locally changed documents are to be removed from the Workspace when Inventor is closed

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Settings for the Document

Behaviour when opening:

• Set to edited mode: If this checkbox is active when you open a document, the program will check whether the document has currently been locked against editing. If this is not the case, the document will now be set to "edited" mode (and will then be locked against editing by other users).
• Update components: If components of a document exist as newer versions, these will be updated to the newer states if this checkbox has been activated. This concerns both (file) changes of the corresponding components and the indexing by HELiOS, and takes effect upon opening and choosing Data > Apply server state. The updating takes place from top to bottom, i.e. sub-components with a newer server state will also be updated (in some cases after an explicit security prompt - see below) when the superordinate document has been replaced by a newer server state.
  If the article assignment to the document is not clear, the most recent article index will be applied for updating.
• Query before updating: If this checkbox is activated, a security prompt will be displayed before updating the document. If is deactivated, the updating will take place automatically, i.e. without a security prompt, when you open a document from the Workspace or choose Data > Apply server state (all).

Behaviour when closing:

• Automatic check-in for documents in edited mode: If this checkbox is active, documents that are currently being edited will be automatically checked in when you close them. The edits will be transferred to HELiOS.

Update components to newer indices:

• Never
• Always
• Not in released context:

Behaviour when updating components to newer indices:

• Update to newest index
• Update to newest released index

Here you can define whether an updating of components to newer indices (if any) is generally to take place automatically (Always) or not (Never) upon closing of documents. According to a third option, an updating can generally take place, except for parts of already released components (Not in released context).

With the additional setting option Behaviour when updating models to newer indices (takes effect when Always or Not in released context has been set) you can specify whether a part is generally to be updated to the ...newest index irrespective of the Workflow status, or to the ...newest released index.

Attribute assignments

In this area you find various Settings for:

• Transfer to HELiOS...: Configuration dialogue for the assigning of attributes during import of CAD data to HELiOS.
• Export from HELiOS...: Configuration dialogue for the assigning of attributes during data export from HELiOS to the CAD system.
• Further...: Options and settings of the CAD interface for the initialisation of file extensions in the Workflow configuration.