New in HELiOS

Choose the

New in HELiOS function to call an extended dialogue window for transferring the CAD model structure to the HELiOS Database.

You can find the function in the HELiOS Ribbon tab for a Part, an Assembly, or the Active part.

On the HELiOS - Active part tab you can carry out the transfer of the CAD model structure for the active part only (instead of the entire model drawing of an assembly).

The top part shows (depending on the SOLIDWORKS version) the SOLIDWORKS file name or a different designation; sub-assemblies are indicated with their HELiOS article number.

If identical parts or assemblies occur multiple times in the model drawing, these multiple occurrences will be automatically activated if you choose one of them in the structure.

You can exclude individual elements of the model drawing from a transfer by deactivating their checkboxes

The original documents will not be changed by the New in HELiOS in the process, unless an original document is not transferred while subordinated documents are checkmarked for transfer.

In such a case, the references will also be exchanged for the superordinate document. This scenario, however, makes only sense in a context where the same user want to successively transfer a complete structure to HELiOS, since an assembly that has been changed in this way can no longer be loaded on other workstations (as the references to the documents that have been transferred to HELiOS would be missing).

Select all selects all elements of the structure,

Deselect all removes all selections again.

Click

Do not automatically (de)select complete substructure upon (de)selection if you want to select or deselect only one particular element of the structure, and not its entire sub-structure together with it. Click once more on

Automatically (de)select complete substructure upon (de)selection, if you also want to select or deselect the sub-structure of the selected element.

Click

if you do not want superordinate models of the selected element to be checkmarked automatically. Please note that in some cases this dependency cannot be broken up; for instance, superordinate levels of released models must always be selected, too (this selection will happen automatically). Clicking

resets the option to the mode that automatically selects superordinate models when selecting an element in the structure.

Beneath General settings you can choose between the following three options for number assignment:

Standard: The assigning of article and document numbers takes place according to the standard principle of HELiOS, or the settings applied with genummer.exe, respectively.

Uppermost model (Top): Subordinate articles and parts continue the naming of the uppermost part ("Head").

When marking the documents and articles for derivation, the generation of the designations will in all three cases be carried out in the order in which the individual elements were clicked (and not, for instance, according to their hierarchical position).

If a manually entered number already exists, this will be indicated by a message when you click OK.

If the When selecting a model also select all occurrences in the model structure checkbox has been activated when you select a specific part or assembly with a mouse-click, each individual occurrence of that part or assembly will also be selected for derivation in the model structure. If the checkbox is deactivated, multiple occurrences can also be derived individually.

If the When deselecting a model, deselect all occurrences in the model structure checkbox has been deactivated, the option will only affect the selection but not the deselection, that is, you can use the option to select all occurrences with one click and, after this, you have the option to deselect individual occurrences of your choice.

In the process, one distinguishes between dependent models (=referenced or derived and "directly built-in" models. In all cases, all occurrences of a part will be selected.

The When deselecting a model, deselect all occurrences in the model structure checkbox applies the same principle to the deselection of elements in the model structure.

The When selecting/deselecting a model, automatically select/deselect drawings and presentations checkbox allows you to determine with one mouse click whether drawings and/or presentations which are linked to a model are to be selected or deselected together with the model. Default: Checkbox active.

The Allow pure document selection checkbox allows you to derive documents without their linked articles (i.e. if only the document is selected for derivation, the newly derived document will not be linked to any article master).

The additional option Settings for assignments option will be offered if: 1.) the main assembly has been assigned to at least one project 2.) one project is active.

Beneath Input settings you can choose an Import configuration for the attribute mapping of the database transfer from the pull-down menu (if several configurations have been created). Furthermore, you can specify a Project, Folder, Article Workflow and Document Workflow. Further down you find options for the Recognition of already transferred documents.

If you activate the Take over original file name checkbox, the file name of the CAD model drawing will be taken over into the HELiOS database.

This makes only sense if unique file names have always been used. If file names occur multiple times, a search for documents in the database according to file name will, of course, make little sense.

Further down you can find options for Recognition of already taken over documents:

If Recognition has been set to Off, parts can be re-entered in HELiOS, i.e. the same assembly can be entered multiple times. If you do not want this, you have the following two options:

In this context the Take over original file name option plays an important role, since it ensures that no "cryptic" file name will be generated by HELiOS. Only then can documents be recognized by the file name with the help of this option.

A recognition by file name makes sense if you want to transfer old data in a local directory, e.g. because they were stored there by a CAD designer for a later transfer. For a successive data transfer from a central directory (e.g. on a Server), in contrast, the recognition by original path would be the preferred option.

Use the Check button at the bottom left to perform a check for completeness or consistency. If mandatory inputs are still missing, an error message referring to the affected documents and/or articles will be displayed (this will also happen if you click the OK button while inputs are missing).

In the top right area called Input masks you can see the corresponding master data details for the currently active Artcle or Document.

In the Graphic preview at the bottom right of the dialogue window, the currently marked document in the model structure is shown. If the top part is active, you will see a graphic of the entire model drawing or HELiOS assembly; if you clicked any sub-assemblies or individual parts, only these will be shown in the Graphic window.

After saving the model structure in HELiOS, the original model drawing will be closed, and you will continue your work in the HELiOS document.

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