5.6.1. Specifying General Preferences

Engineering Knowledge Manager

User's Guide | Chapter 5: Customizing EKM for Your Own Use | 5.6. Setting Your Preferences |

5.6. Setting Your Preferences |  | 5.6.2. Specifying List Display Preferences
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### 5.6.1. Specifying General Preferences

You can specify startup settings, themes, general display options, and data handling preferences in the Settings dialog box.

1. Click the user profile drop box on the title bar and select Settings.

2. In the Settings dialog box, select the Preferences tab.

3. In the navigation pane, select General.

Figure 5.25: General Preferences

Note: If the workspace has been configured to display a job-only view, only the Locale and Theme preferences are available in the General section.

General preferences include:

- On Sign in: Specify what you want to happen when you sign in to EKM.

  - Selecting Open last accessed object opens the view that was last open when you signed out of EKM.

    Note: If you have chosen Open last accessed object as your sign-in option, and the object last viewed was an error window, the error window will reappear when you sign in to EKM again. To resolve this issue, click Go one level up in the error window to navigate to the parent location of the object that was displayed when the error occurred. If the object does not have an accessible parent location (as in the case of the Home page, for example), you can click Shared Data to navigate to a view of the repository instead.

  - Selecting Open a specific object displays an edit box where you can specify a particular view to open upon sign-in. Enter the path to the repository location (for example, `/Home`), or click Browse to search the repository.

  - Enabling the Show welcome dialog check box displays a dialog box that includes an overview of the EKM interface and links to helpful resources.

- Locale: Select the language in which you want EKM to display text. Once you have signed in to EKM, text will be displayed in the language you choose. The language for the EKM login page will depend on the language preference of your web browser. This is because EKM preferences are available only after you have signed in to EKM.

  Important: User-entered text (such as names of objects or property values) is not localized and will be displayed in the language in which the text was entered.

- Unit system: Select the unit system in which you want EKM to display property values. Options include `SI`, `CGS`, `US`, `Metric`, `British`. The default is set to `SI`. Units will be shown only for custom properties of type `Double` that have been associated with a quantity. All the other values are shown without any units. See Defining Properties for a Custom Type in the Administration Guide for details on how to define a quantity with a custom property.

- Theme: Determines the colors, fonts and styles applied to the components of the EKM interface. These properties are defined in CSS files that ship with EKM. The default theme is Midnight blue.

- Disable data extraction: Prevents the automatic extraction of metadata from CAE files when such files are uploaded or imported into the EKM repository. Files will be identified in the repository with a warning icon next to them, and hovering over this icon will display the message Extracted data is not set. You can subsequently extract metadata manually. See Extracting Data On Demand for details.

  Note:

  - If you have opened a repository project from Workbench, the data extraction preference that was in place when the project was opened remains in effect until the Workbench session is closed. For example, if data extraction was enabled in EKM when you first opened the project, and you subsequently decide to disable data extraction, data will continue to be extracted every time that you send changes to the repository. The change in preference will not take effect until the next Workbench session is started.

  - Data extraction can be disabled for individual built-in and custom types. Even if data extraction is enabled in your Preferences, data will not be extracted from files whose type definition has data extraction disabled. For built-in types, refer to the `typeSettings` setting in Specifying Settings for Built-In or Custom Types in the Administration Guide. For custom types, refer to the `disableDataExtraction` attribute in Defining Type Attributes for a Custom Type.

- Use compression for archives: Reduces the size of archive files created by EKM before they are transferred from the EKM server. An archive file is a collection of files and folders stored in one file. The archive file is not compressed — it uses the same amount of disk space as all of the individual files and folders combined. A compressed file is a collection of files and folders stored in one file and stored in a way that uses less disk space than the files and folders that it contains.

  EKM creates an archive when you attempt to download a folder from the EKM server. The Use compression for archives preference applies to this type of archive, as well as Workbench project archive (.wbpz) files that are downloaded using the Browser option. It does not apply to .wbpz files that are downloaded using the File Transfer Client, or the Open from Repository action in Workbench.

  If you enable this preference, the archive will be compressed before it is downloaded. The choice to compress archive files will depend largely on your location. Compression is most beneficial if you are transferring files from a remote location across a Wide Area Network (WAN). Even though time is needed by the system to compress and decompress the archive file, the reduced file size compensates for this and allows files to be transferred much more quickly when connection speeds are slower. On the other hand, if you are on the same Local Area Network (LAN) as the EKM server, it is recommended that you disable compression. In this case there will be a larger file to transfer, but you will not have to incur the expense of compression and decompression.

  Note:

  - The Use compression for archives preference does not apply to uploads to the EKM server.

  - Compression will not be used on archives that are used primarily on the server (in other words, archives that are not specifically destined for transfer). This includes archives that are created for jobs.

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