Company/Classroom/Enterprise 設定 - 發行管理

• 啟用管理的工作流程 - 核取以啟用對 Onshape 發行工作流程與相關工具的使用。

  關於設定您 Company/Enterprise 的 Onshape 發行管理工作流程，包括自動零件編號 (如果需要) 的詳細資訊請參考發行管理。

• 發行工作流程 - 顯示啟用與非啟用的發行工作流程。

• 淘汰工作流程 - 顯示淘汰物件時，用到的淘汰工作流程。

• 在文件中檢視 - 工作流程右邊的一個外部連結圖示 ()，可用來在新的瀏覽器分頁中開啟工作流程文件。

• 工作區圖解 - 描繪工作流程的圖解。圖解下方會有目前工作流程的說明。

• 啟用管理的工作流程 - 核取以啟用對 Onshape 發行工作流程與相關工具的使用。

  關於設定您 Company/Enterprise 的 Onshape 發行管理工作流程，包括自動零件編號 (如果需要) 的詳細資訊請參考發行管理。

• 發行工作流程 - 顯示啟用與非啟用的發行工作流程。

  • Onshape 預設工作流程 - 顯示 Onshape 所提供的預設工作流程。

  • 自訂工作流程 - 選擇以顯示由 Enterprise 帳戶管理員所建立的所有 Enterprise 自訂工作流程。

    

• 淘汰工作流程 - 顯示淘汰物件時，用到的淘汰工作流程。

• 啟用 - 顯示工作流程是啟用 (核取) 或非啟用的 (未核取)。

• 工作流程 - 工作流程的名稱

• 發佈日期 - 建立工作流程的日期。

• 發佈者 - 發佈工作流程使用者的名稱

• 動作 - 提供可在相關工作流程上執行的動作：

  • 在文件中檢視 - 按一下「在文件中檢視」圖示 () 來在新的瀏覽器分頁中開啟工作流程文件。

  • Unpublish workflow - Click the Unpublish workflow icon () to unpublish the workflow. A confirmation dialog opens asking if you are sure you wish to unpublish. See Unpublishing a workflow For more information.

  • Expand - Click the Workflow preview icon () to expand a dropdown of an illustration depicting the workflow. Beneath the illustration is a description of the current workflow process:

  

• 修訂方案 - 符合公司需求的修訂版標籤方案：

  • Alphabetical - Uses the alphabet, sequentially, starting at A and omitting I, O, Q, S, X, Z
  • Numerical - Uses numerals, sequentially, starting at 1
  • New custom revision scheme - Uses a text file containing your own revision scheme. The text file must list one revision per line and contain a minimum of 50 lines. Once you specify a file, it is maintained in this list and is selectable as a custom revision scheme until you delete it. Selecting a custom revision scheme marks the beginning of the use of the scheme and no previously-used revision scheme is replaced. No previously-marked revisions are ever changed, despite selection of a different or new revision scheme.

    

    在使用英文字母方案時，系統會自動略過某些英文字母，且禁止使用這些字母，因為可能會與一些數字混淆。

• Revision scheme id - The identifier of the revision scheme. This becomes important when creating your own release management workflows. See Creating a Customized Release Workflow for more information.

• Unreleased revision suffix - The character or characters that follow the current revision in the Drawing Revision table. The default character is an asterisk (*) and you can specify any character or set of characters. See Revision Table for more information about revision tables in drawings.

• 修訂版表格範本 - 為所有使用者編輯預設的修訂版表格範本，新增/移除欄位以及變更欄的順序。所有 Company/Enterprise 使用者皆可存取您在此處設定與指定使用的修訂版表格範本。

  • Onshape provides a default table that you can customize. To customize the table, click Edit.

  • 您可以重新命名範本，新增與移除欄位，並要求在工程圖的表格中全部使用大寫字母。

  • To save your changes, click Create.

• 按一下這裡以移至發行管理零件編號產生設定 - 開啟「編號方案」設定的連結。詳細資訊請參考編號方案。

管理員可套用規則來管理發行過程中那些人對那些物件及資料有存取與許可的權限。您可以選擇多個選項：

• Only administrators can edit the properties of released objects, see Editing properties of released objects.
• Only administrators can mark objects as not revision-managed, see Marking objects as not revision-managed.
• 只有管理員可以刪除包含已發行物件的文件。

管理員可以指定某些操作：

• Require a new revision when an item's properties changed - When checked, If there are any changes to an item's properties since its latest revision, a new revision is required. If the properties change for an item, the following message appears in the Create Release dialog next to the item, in blue:

  

  如果沒有核取這個選項，您仍會收到訊息，但略有不同，並不會顯示公司的政策需要一個新的修訂版：

  

  For more information, see Reverting items to their last revision.

Administrators can customize drawing watermarks:

• Show watermark for unreleased drawings - When checked, a watermark appears for all unreleased drawings. The watermark is a simple "In Progress". It is removed when the drawing is released, and when a drawing is obsoleted an "Obsolete" watermark is placed on the drawing.

• Hide watermark for drawings that are not revision managed - When checked, the watermark is not displayed for any drawings that are not revision managed.

To customize the watermarks that will appear on your drawings:

1. Click Edit watermarks. The Watermarks dialog opens.

   

2. Edit the text that will appear as a watermark during each stage of the release process.
   • Watermarks are limited to 64 characters.
   • Watermarks do not support Unicode.
3. Click Save changes. The text will appear as a watermark on your drawings:

   

管理員可定義當某些條件為「真」時，將禁止建立「發行候選」。您可以選擇多個選項：

• When releasing a part if its Part Studio Feature list contains errors - Select this to prohibit the release of a part if the Part Studio Feature list has any errors.
• When releasing a part if its Part Studio Feature list rollback bar is not at the end (of the Feature list) - Select this to prevent the release of any part with the rollback bar not at the end of the Feature list. Best practice is to delete any unwanted or unused Features from the Feature list and keep the rollback bar at the end of the Feature list to avoid confusion in the future.
• When releasing an Assembly if its Assembly list contains errors - Select this to prevent the release of any Assembly if the Assembly list contains errors.
• When releasing an Assembly if it has pending reference updates - Select this to prevent the release of any Assembly if any object within it has a pending reference update. For more information on updating references, see Updating References.
• When releasing a Drawing if it has a pending update - Select this to prevent the release of any Drawing if the drawing is pending Update.
• When releasing an item whose part number is included in another pending release candidate - Select this to prevent the release of any item whose part number is included in another pending release candidate.
• When releasing an item which has a pending task - Select this to prevent the release of any item within a Part Studio when any item within that same Part Studio has a pending task. When this condition exists, a message is displayed in the Release candidate dialog; the Release candidate can be created, but the Release action is unavailable until the assigned task has been addressed. If this condition is not checked on the Release conditions page, a message is still displayed when the condition exists, but the item can be released.
• When releasing an item which contains obsolete revisions - Select this to prevent the release of any item within a Part Studio, Assembly, or Drawing when that item contains obsolete revisions.

定義在可送交或釋出一個發行之前，必須出現在「建立發行候選」對話方塊中的支援詳細資訊。您可以選擇多個選項：

• Require an approver in the Release dialog - In the Create Release candidate dialog:
  • 核取這個選項來將「核准者」欄位在「建立發行候選」對話方塊中設定為必填的。在可以送交或發行「發行候選」之前，必須先在這個欄位中填入電子地址。
  • 保留不核取這個選項可讓「發行候選」的建立者立即建立發行，略過「發行候選」與核准的步驟。
• Do not allow creator as approver - When you require an approver on the release, you can also add this option so the creator's name doesn't appear in the list when entering required approvers. This prevents the creator of the release candidate from simply going ahead and approving the candidate as the approver.
• Require approval from all approvers - Check this to require that all approvers listed in the Create Release candidate dialog actually approve the Release candidate in order to proceed with the Release. If one approver rejects the Release candidate, then the candidate is rejected, even if all other approvers have approved it.
  • 不會強制規定「發行候選」列出的核准者數量。
  • 保留不核取這個選項可讓任何所列的核准者核可「發行候選」。
• Require a note in the Release dialog - Check this to require the creator of the Release candidate (and any person who approves/rejects the release candidate) to enter notes about the release in this field before the Release candidate can be created or released.
  • 保留不核取這個選項可允許在這個欄位中沒有任何文字的清況下，送交或發行「發行候選」。
• 將核准者限制為特定的使用者或團隊： - Professional 使用者可以看到這個選項並可核取來建立經核可核准者的清單。輸入特定使用者和/或團隊的名稱或電子郵件來建立使用者清單。當在「發行」對話方塊中要輸入核准者時，需要從這個清單中選擇核准者。
  • Enterprise 使用者也可以在「核准發行」的「全域權限」中指定。請選擇「Company/Enterprise 設定」頁面中的「全域權限」。
• 允許從其他文件加入項目：
  • 核取這個選項來允許建立者來將不是來自原始文件的項目加入到發行候選中。
  • 將選項保留為不核取以禁止建立者將來自其他文件的項目加至發行候選中。
• Enter display names for Release & Obsoletion management properties - You can enter new display names of your choice for the following fields in a Release dialog:
  • 發行名稱
  • 發行版本附註
  • 淘汰版本名稱
  • 淘汰版本附註

• 自動淘汰之前已發行的修訂版 - 核取以自動淘汰之前已發行的版本。當您再次發行之前已發行的物件，於核准再次發行時會自動淘汰之前的發行。

  在您工程圖分頁或物件上按右鍵，然後按一下 [修訂歷程記錄] 來檢視物件的自動淘汰：