{"id":9615,"date":"2024-04-08T16:06:23","date_gmt":"2024-04-08T20:06:23","guid":{"rendered":"https:\/\/blogs.sw.siemens.com\/nx-design\/?p=9615"},"modified":"2026-03-26T04:37:54","modified_gmt":"2026-03-26T08:37:54","slug":"tips-and-tricks-tcin-settings","status":"publish","type":"post","link":"https:\/\/blogs.sw.siemens.com\/nx-design\/tips-and-tricks-tcin-settings\/","title":{"rendered":"NX | Tips and Tricks | User, Group, and Site Settings"},"content":{"rendered":"\n<p>Our latest NX\u2122 software Tips and Tricks video demonstrates some of the essential preferences and settings for getting started with managed mode in NX.<\/p>\n\n\n\n<p>Selecting the right settings is integral to overall design efficiency and productivity. Watch the video below to discover which settings and preferences you should explore before your next session using managed mode.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"NX | Tips and Tricks | User, Group, and Site Settings\" width=\"640\" height=\"360\" src=\"https:\/\/www.youtube.com\/embed\/4j2oCqI4cNg?list=PL1m1vu8_quoDVJfmPp3FL9700HGM_LK9P\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Customer Defaults &#8211; Managed Mode Settings<\/h2>\n\n\n\n<p>One of the most important parts of setting up an effective workflow is having the right preferences and settings selected within your system. Under the File tab, inside of Utilities is a section labeled Customer Defaults. This is where we can find the majority of changes that are made at the administrative level when setting up NX.<\/p>\n\n\n\n<p>There are hundreds of options and settings to choose from. These settings and preferences are organized by their application and commands, so to access the managed mode options, we can scroll down on the left-hand side.<\/p>\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-9d6595d7 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"952\" height=\"743\" src=\"https:\/\/blogs.sw.siemens.com\/wp-content\/uploads\/sites\/2\/2024\/04\/customer-defaults.png\" alt=\"Customer defaults contains a wide range of settings encompassing many applications within NX.\" class=\"wp-image-9625\" style=\"width:419px;height:auto\" srcset=\"https:\/\/blogs.sw.siemens.com\/wp-content\/uploads\/sites\/2\/2024\/04\/customer-defaults.png 952w, https:\/\/blogs.sw.siemens.com\/wp-content\/uploads\/sites\/2\/2024\/04\/customer-defaults-300x234.png 300w, https:\/\/blogs.sw.siemens.com\/wp-content\/uploads\/sites\/2\/2024\/04\/customer-defaults-768x599.png 768w, https:\/\/blogs.sw.siemens.com\/wp-content\/uploads\/sites\/2\/2024\/04\/customer-defaults-900x702.png 900w\" sizes=\"auto, (max-width: 952px) 100vw, 952px\" \/><\/figure>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<p>Inside of the Customer Defaults window are a wide range of settings that help to tailor your experience to fit your workflows.<\/p>\n\n\n\n<p>Two of the important tabs under Teamcenter Integration that may often impact your workflows are the &#8220;Save&#8221; and &#8220;Multiple Revisions&#8221; tabs.<\/p>\n\n\n\n<p>Both of these tabs are fairly self-explanatory in terms of what they control and dictate. <\/p>\n<\/div>\n<\/div>\n\n\n\n<p>The Save tab offers a few options to control how often save dialog boxes open, how often parts are saved; and if the material specification table is published upon save.<\/p>\n\n\n\n<p>The Multiple Revisions tab is geared towards checking for revision conflicts. Here, you can enable multiple revisions and specify whether revisions are checked upon loading and saving parts.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Teamcenter Integration Preferences<\/h2>\n\n\n\n<p>The next place to look when setting up a session is in Teamcenter Integration Preferences. This can be found by selecting file tab, then going down to preferences, and scrolling to find Teamcenter Integration. Once opened, a few of the most commonly used preferences and settings populate in on the screen.<\/p>\n\n\n\n<p>The first section you&#8217;ll encounter is the Check-out\/Check-in Policy. This section offers an excellent opportunity to configure your system according to your design strategies. At times, it may be more convenient to check out parts upon modification, while at other times, it may simply make more sense to check out upon saving. Checking out parts upon modification makes it easier to avoid overlap with other team members who may need to work on the same part.<\/p>\n\n\n\n<p>Along those same lines, paying attention to the check-in policy is also crucial. When you check in parts upon closing, it prevents team members from opening the same project if you save your parts as you progress.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"858\" height=\"743\" src=\"https:\/\/blogs.sw.siemens.com\/wp-content\/uploads\/sites\/2\/2024\/04\/Teamcenter-Integration-Preferences.png\" alt=\"Teamcenter Integration Preferences show some of the most important settings for getting started.\" class=\"wp-image-9616\" srcset=\"https:\/\/blogs.sw.siemens.com\/wp-content\/uploads\/sites\/2\/2024\/04\/Teamcenter-Integration-Preferences.png 858w, https:\/\/blogs.sw.siemens.com\/wp-content\/uploads\/sites\/2\/2024\/04\/Teamcenter-Integration-Preferences-300x260.png 300w, https:\/\/blogs.sw.siemens.com\/wp-content\/uploads\/sites\/2\/2024\/04\/Teamcenter-Integration-Preferences-768x665.png 768w\" sizes=\"auto, (max-width: 858px) 100vw, 858px\" \/><figcaption class=\"wp-element-caption\">Teamcenter Integration Preferences shows some of the most important settings for getting started.<\/figcaption><\/figure><\/div>\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-9d6595d7 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<p>Additionally, inside this window is a tab for User Settings. This is another important window for getting started in a session.<\/p>\n\n\n\n<p>The first thing to look at here is the Default Group found under the Organization heading. This is where we can select what group we will be in whenever Teamcenter Integration opens. We should only change the group under session after this if we are completing work in a new team or organization<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\"><div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"566\" height=\"330\" src=\"https:\/\/blogs.sw.siemens.com\/wp-content\/uploads\/sites\/2\/2024\/04\/user-settings.png\" alt=\"User Settings\" class=\"wp-image-9622\" srcset=\"https:\/\/blogs.sw.siemens.com\/wp-content\/uploads\/sites\/2\/2024\/04\/user-settings.png 566w, https:\/\/blogs.sw.siemens.com\/wp-content\/uploads\/sites\/2\/2024\/04\/user-settings-300x175.png 300w\" sizes=\"auto, (max-width: 566px) 100vw, 566px\" \/><\/figure><\/div><\/div>\n<\/div>\n\n\n\n<p>However, if you do need to make a change for your group or role on a project, the transition is easy. Simply select the dropdown box and choose your new group or role to make the changes. With these settings and preferences selected, it is now time to begin your workflows.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\" \/>\n\n\n\n<h2 class=\"wp-block-heading\">Continue your journey with NX<\/h2>\n\n\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-9d6595d7 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<h2 class=\"wp-block-heading\">Watch the Design Organization Tips and Tricks video here \u25b6\ufe0f<\/h2>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<h2 class=\"wp-block-heading\">Watch the Sheet Metal Variational Flange Tips and Tricks video here \u25b6\ufe0f<\/h2>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-9d6595d7 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"NX | Tips and Tricks | Design Organization\" width=\"640\" height=\"360\" src=\"https:\/\/www.youtube.com\/embed\/b2mmgYTmOKQ?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"NX | Tips and Tricks | Variation Flange\" width=\"640\" height=\"360\" src=\"https:\/\/www.youtube.com\/embed\/K255nzLQjHg?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button has-custom-width wp-block-button__width-100\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/www.youtube.com\/watch?v=b2mmgYTmOKQ&amp;list=PL1m1vu8_quoDVJfmPp3FL9700HGM_LK9P&amp;index=1\" target=\"_blank\" rel=\"noopener\">Take a look at the full Tips &amp; Tricks playlist on YouTube \u25b6\ufe0f<\/a><\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-media-text has-media-on-the-right is-stacked-on-mobile has-background\" style=\"background:linear-gradient(135deg,rgb(0,255,185) 0%,rgb(0,230,230) 100%)\"><div class=\"wp-block-media-text__content\">\n<h2 class=\"wp-block-heading\"><strong>Take me to the NX design blog \ud83d\udcda<\/strong><\/h2>\n<\/div><figure class=\"wp-block-media-text__media\"><a href=\"https:\/\/blogs.sw.siemens.com\/nx-design\/\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"587\" src=\"https:\/\/blogs.sw.siemens.com\/wp-content\/uploads\/sites\/2\/2023\/12\/designblog-1024x587.png\" alt=\"\" class=\"wp-image-8926 size-full\" srcset=\"https:\/\/blogs.sw.siemens.com\/wp-content\/uploads\/sites\/2\/2023\/12\/designblog-1024x587.png 1024w, https:\/\/blogs.sw.siemens.com\/wp-content\/uploads\/sites\/2\/2023\/12\/designblog-300x172.png 300w, https:\/\/blogs.sw.siemens.com\/wp-content\/uploads\/sites\/2\/2023\/12\/designblog-768x441.png 768w, https:\/\/blogs.sw.siemens.com\/wp-content\/uploads\/sites\/2\/2023\/12\/designblog-900x516.png 900w, https:\/\/blogs.sw.siemens.com\/wp-content\/uploads\/sites\/2\/2023\/12\/designblog.png 1536w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/a><\/figure><\/div>\n\n\n\n<div class=\"wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button has-custom-width wp-block-button__width-100\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/community.sw.siemens.com\/s\/topic\/0TO4O000000MihTWAS\/nx-design\" target=\"_blank\" rel=\"noopener\">Visit the NX design community \ud83d\udcf1<\/a><\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Our latest NX\u2122 software Tips and Tricks video demonstrates some of the essential preferences and settings for getting started with&#8230;<\/p>\n","protected":false},"author":99378,"featured_media":9657,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"spanish_translation":"","french_translation":"","german_translation":"","italian_translation":"","polish_translation":"","japanese_translation":"","chinese_translation":"","footnotes":""},"categories":[166,1,167],"tags":[503,14,3,501,499,533,4],"industry":[110,117,141,158],"product":[],"coauthors":[6694],"class_list":["post-9615","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-tips-tricks","category-news","category-video","tag-3d-cad","tag-3d-product-design","tag-cad","tag-nx","tag-nx-cad","tag-nxmakesitreal","tag-product-design","industry-aerospace-defense","industry-automotive-transportation","industry-industrial-machinery-heavy-equipment","industry-small-medium-business"],"featured_image_url":"https:\/\/blogs.sw.siemens.com\/wp-content\/uploads\/sites\/2\/2024\/04\/Blog_Header_TipsTricks_User_Group_SiteSetting-1.png","_links":{"self":[{"href":"https:\/\/blogs.sw.siemens.com\/nx-design\/wp-json\/wp\/v2\/posts\/9615","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/blogs.sw.siemens.com\/nx-design\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/blogs.sw.siemens.com\/nx-design\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/blogs.sw.siemens.com\/nx-design\/wp-json\/wp\/v2\/users\/99378"}],"replies":[{"embeddable":true,"href":"https:\/\/blogs.sw.siemens.com\/nx-design\/wp-json\/wp\/v2\/comments?post=9615"}],"version-history":[{"count":5,"href":"https:\/\/blogs.sw.siemens.com\/nx-design\/wp-json\/wp\/v2\/posts\/9615\/revisions"}],"predecessor-version":[{"id":9660,"href":"https:\/\/blogs.sw.siemens.com\/nx-design\/wp-json\/wp\/v2\/posts\/9615\/revisions\/9660"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/blogs.sw.siemens.com\/nx-design\/wp-json\/wp\/v2\/media\/9657"}],"wp:attachment":[{"href":"https:\/\/blogs.sw.siemens.com\/nx-design\/wp-json\/wp\/v2\/media?parent=9615"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/blogs.sw.siemens.com\/nx-design\/wp-json\/wp\/v2\/categories?post=9615"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/blogs.sw.siemens.com\/nx-design\/wp-json\/wp\/v2\/tags?post=9615"},{"taxonomy":"industry","embeddable":true,"href":"https:\/\/blogs.sw.siemens.com\/nx-design\/wp-json\/wp\/v2\/industry?post=9615"},{"taxonomy":"product","embeddable":true,"href":"https:\/\/blogs.sw.siemens.com\/nx-design\/wp-json\/wp\/v2\/product?post=9615"},{"taxonomy":"author","embeddable":true,"href":"https:\/\/blogs.sw.siemens.com\/nx-design\/wp-json\/wp\/v2\/coauthors?post=9615"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}