HELiOS Options

If this checkbox is active, the system always checks whether a document is locked when it is opened. If not, it is automatically set to edited state when opened.

If components of a document are available on the server in newer versions, these are updated by the new states if the checkbox is active. This applies to (file) changes of the corresponding components as well as versioning by HELiOS (new index states) and takes effect when opening and calling Data > Apply server state. Updating takes place from top to bottom, i.e. subordinate components with a newer server state (if necessary with a further query) are also updated if the parent document has been replaced by a more current server state. If the article assignment to the document is not unique, the most recent article index is used for updating.

If the checkbox Query before updating is active, a query appears before the document is updated. If it is deactivated, the updating takes place automatically without a query when a document is opened from the workspace or Data > Apply server state (All) is executed.

If this option is set to active and the part to be opened has already been loaded in another open document, no attribute matching takes place during the opening of the document to be reloaded. Please note:

• Attribute changes that have been made on the HELiOS side in the meantime only take effect when the component has been completely reloaded.
• If the corresponding part has already been loaded in another document, but the characteristic is different (parts have been suppressed, a different display configuration is used, a different strategy for index updating has been selected, etc.), no attribute update is carried out nevertheless.

Ambiguous article assignments are decided by the default article if the model structure does not exist.

This means: If an article master can be determined unambiguously on the basis of the link model, it will be selected. However, if several articles come into question, you will receive a selection dialogue for the desired article context.

The option is currently always active and cannot be switched off.

Updating of attributes

Updating the attributes of large assemblies can cost a lot of processing time when opening them, even if there are only a few changed attributes. Therefore, you have the possibility to control the automatic behaviour under Updating of attributes:

With the activated checkbox For the opened document and all sub-structures (default setting), all attributes are always checked and, if necessary, updated for all sub-structures of the document when assemblies are opened.

Activate the checkbox Only for the opened documentif you only want to update the attributes of the opened document, but not those of all sub-structures, in order to save loading time.

If the checkbox Do not carry out is active, no automatic update of the attributes will take place during loading.

You can update the attributes of the active HELiOS document manually with Update properties or for the loaded document and all sub-structures Update properties (all) .

When loading documents via Open, with options, you also have the option in the dialogue window to control the updating of the attributes in this way.

Options other than the default setting should be used primarily for loading read-only documents, as potential collisions or losses cannot be completely ruled out in the case of changed data and intermediate saves without updating.

Behaviour when closing

If this checkbox is active, documents being edited are automatically set to check-in when they are closed and the revision is transferred to HELiOS.

Behaviour when saving

You can deactivate/activate the automatic adjustment of the product structure when saving to HELiOS with these options.

For example, in the case of initially transferred product structures after a data transfer from an ERP system, it may be useful to allow only a manual adjustment.

Behaviour when transferring product structure:

If this checkbox is active, semi-finished article masters (identified by the HELiOS Part type "Raw part+Plant-design"), which are processed in Inventor as derived parts/assemblies (Derived Component), are transferred as sub-items to the HELiOS product structure.

Inserted semi-finished sub-items are marked as "CAD-relevant" in HELiOS.

If it is not possible to unambiguously assign a dependent component of the HELiOS part type "Raw part+Plant-design", no sub-item is inserted. The same applies to dependent components that are not of the part type "Raw part+Plant-design".

If semi-finished products from the Inventor content centre are not installed as "Standard" but as User-defined, you can ensure by setting this option that the corresponding semi-finished products are transferred to the product structure as sub-items.

The item is then set to "CAD-relevant" and displayed accordingly in the Utilized items tab of the item master data under CAD link.

Behaviour when transferring to HELiOS

This option, which is activated by default, checks when calling the New in HELiOS function or functions based on it, such as Batch import, whether the corresponding documents must be saved beforehand.

Deactivating the option could be conceivable, for example, if data to be transferred has already been released and can therefore no longer be changed/saved.

If the check is deactivated when transferring documents to HELiOS, however, it cannot be guaranteed that the content of the documents will be correctly transferred to HELiOS, e.g. if they were changed after opening and not saved. When transferring documents, HELiOS always works with the contents of the saved file. If you are not sure whether you should deactivate this option, please contact the Consulting of the ISD.

File name of geometry + Suffix

At this point, you can enter the corresponding suffix for identification to the CAD model drawing in the suffix input field, which can be found in the drawing file name, which otherwise corresponds to the file name of the model drawing.

Update components to newer indices: