New in HELiOS
HELiOS > 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).
Create
In the structure tree beneath Create you can see the model structure:
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.
Associated drawing documents are marked with this symbol: 
Suppressed parts are indicated as such ("Suppressed"). Click here to read the further information on these parts.
Please also read the Notes on Reduced Parts (so-called "lightweight" parts) as well as the Notes on Virtual Components.
The 
symbol indicated a part dependency.
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.
Important:
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).
At the top of the window you find the following options:
-
Click
and 
to expand or collapse all levels of the entire structure. -
Select all selects all elements of the structure,
Deselect all removes all selections again. -
Select all documents makes it possible to select only newly added documents with one click, if under General settings the option When selecting document also automatically select article has been deactivated. -
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.
If file references of assemblies are incorrect when calling New in HELiOS, e.g. because part dependencies are outside the context, you will be notified with a warning message. The corresponding file path and name is displayed.
Warning message 1
If you confirm the warning message query for a faulty reference with YES, the missing part dependency is pointed out next.
If this is also accepted, the faulty component is then also displayed in the structure tree of the dialogue under Create with a corresponding representation and a note shown in brackets:
General settings
|
When selecting a model also select all occurrences in the model structure |
If this checkbox is active, each additional occurrence in the model structure is automatically selected for the generation of the HELiOS data when clicking on a part or an assembly that has been inserted several times in the model drawing. If the option is deactivated, multiple models can also be saved individually. If the option When deselecting a model, deselect all occurrences in the model structure (see below) is inactive, it only has an effect on the selection and not on the deselection, i.e. you can use the option to select all occurrences with one click and then have the option to selectively deselect individual occurrences again. |
|
When deselecting a model, deselect all occurrences in the model structure |
This setting has the same effect as When selecting a model also select all occurrences in the model structure (see above) also when (re)selecting elements of the model structure. |
|
When selecting/deselecting a model, automatically select/deselect drawings and presentations |
With this checkbox you can determine whether drawings and/or presentations linked to a model are automatically selected or deselected in the dialogue when selecting or deselecting the model (active by default). |
| When selecting document also automatically select article |
If this option is set, the corresponding article is automatically selected when a document is selected. If you do not create article masters for all document masters, you should deactivate the checkbox. If you use the option |
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.
Input settings
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.
Important:
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 the Recognition of documents is set to Off, components are always re-entered in HELiOS, i.e. one and the same assembly can be entered several times.
If this is not desired, there are two recognition methods:
- By file name: Each document to be transferred is first searched for by the system in HELiOS. If a HELiOS document is found that has the same file name, the document is not taken over, but the one already in the database is reused..
Please note:
In this context, the option Take over original file name (see above) is important because it ensures that HELiOS does not generate a "cryptic" file name. Only then can documents with this option be recognised on the basis of the file name.
-
By original path: When transferring data, HELiOS saves the original (complete) file path. If this option is activated, HELiOS searches for documents for which this original path was set.
A recognition By file name can be useful, for example, if (old) data is to be transferred that is located in a local directory, for example, because it was stored there locally by a designer before a transfer. When successively taking over data from a central directory (e.g. on a server), on the other hand, you would work with the option based on the original path.
Check
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).
Input masks
In the top right area called Input masks you can see the corresponding master data details for the currently active Article or Document.
If, when attempting to enter data via the dialogue, there are incorrect input fields such as missing mandatory attributes, the corresponding field in the mask area is marked with an exclamation mark.
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.
Progress display
After executing the input dialogue with OK, a progress display gives you further information about the stages the process goes through: object creation in HELiOS, insertion into the HELiOS workspace, replacement of local data and references in the CAD system with the corresponding HELiOS information and a final saving process.
If problems occur and the process cannot be carried out to the end, you will see corresponding error messages afterwards.
Further notes
- After saving the model structure in HELiOS the original (local) model drawing will be closed. You will continue working in the HELiOS document.
- "In-context dependencies": So-called "in-context dependencies" can occur in SOLIDWORKS when the user edits features of sub-assemblies in the context of an assembly, while this feature refers to other elements of the assembly. Such dependencies are recognized by HELiOS and for assemblies that have parts with these dependencies, a call of the New in HELiOS function (whose execution would not preserve the dependencies) is prevented.
