Customizing Solidworks

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    Customizing SolidWorksDennis L. Miller, CSWP

    Machine Designer & System Administrator

    Graybills Tool and Die, Inc.

    Before starting

    -Turn off Command Manager

    -Remove check in cmd mgr for weldments, mold tools, sheet metal.

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    Customizing SolidWorks

    Basic Information for:

    Newer Users

    Anyone who wants to learn how to customize their SolidWorks UserInterface

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    Customizing SolidWorks

    We will be talking about SolidWorks 2008 & 2009, but the items discussedmay apply to other versions as well.

    Topics we will cover:

    Menus Standard and In-context

    Toolbars Standard, Heads-up, Command Manager, In-context, S-key

    Task Pane & Workflow

    Keyboard Shortcuts

    System Customization - Custom Templates

    Drawing Sheet Formats

    Copy Settings Wizard

    Time may not permit us to cover all these items.

    The following topics will be covered:

    -Standard menus and in-context/shortcut/pop-up menus

    Showing/Hiding standard menu items

    Short & Long in/context/shortcut/pop-up menus

    -Standard toolbars and the Command Manager

    Whats the difference? Enabling/Disabling the Command Manager

    Choosing/Locating toolbars

    Adding/Removing buttons and drop-downs

    Customizing the Command Manager

    The S-Key (shortcut)

    -The task pane and built-in work flow customizations

    Expanding/Collapsing and pinning the task pane

    Work flow for consumer product designers, machine designers, and mold designers

    -Keyboard shortcuts

    Supplied keyboard shortcuts

    Creating your own keyboard shortcuts

    -System Customization

    Custom Templates

    Drawing Sheet Formats

    Automating sheet format information

    -Copy settings wizard

    Save your settings

    Re-use your settings

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    Customizing SolidWorks Session Goals

    After attending this session a SolidWorks user should:

    Be able to customize SolidWorks Menus

    Be able to customize SolidWorks Toolbars

    Understand the SolidWorks Task Pane & Workflow settings

    Understand, establish, and edit Keyboard Shortcuts

    Setup Custom Templates

    Setup Drawing Sheet Formats

    Utilize the Copy Settings Wizard

    Read slide highlights.

    First a little background on menus

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    Customizing SolidWorks - Menus

    Standard Menus

    Before opening a part, assembly or drawing:

    In Part, Assembly, or Drawing:

    Standard menus are:

    File

    Edit

    View

    Insert

    Tools

    Toolbox

    Window

    Help

    Different menus displayed based on if an item is opened or not

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    Customizing SolidWorks Standard Menus

    File EditView

    Standard menus:

    -File: Create, Open, Save, Print files and access their properties

    -Edit: Undo, Redo, Repeat Last Command, Cut/Copy/Paste, Suppress/Unsuppress,

    Bend Table, Appearance

    -View: Display, Modify, Hide/Show non-solid items, Task Pane, Appearancecallouts, Toolbars

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    Customizing SolidWorks Standard Menus (contd)

    InsertToolsToolbox

    Window

    Help

    The rest of the standard menus:

    -Insert: Features, Parts, DWG/DXF, Annotations, Design Table, Object, Hyperlink

    -Tools: Sketch Entities, Sketch Tools, Spline Tools, Dims, Relations, Measure,

    Mass/Section Properties, Check, Feature/Assembly Statistics, Equations, Import

    Diagnostics, Draft Analysis, Undercut Detection, Deviation Analysis, DrawCompare,SolidWorks Explorer, CosmosXpress, MoldflowXpress, Macro, Add-ins, Customize,

    Options

    -Toolbox: Standard components, Structural Steel Shapes, Grooves, Cams, Beams

    & Bearing Caculators

    -Window: Viewport, New Window, Cascade/Tile, Arrange Icons, Close All, Select a

    document

    -Help: SolidWorks Help Topics, Add-in help, Quick tips, API Help, Moving from

    AutoCAD, Tutorial, Whats New, Interactive Whats New, Service Packs, Release

    Notes, About SolidWorks

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    Customizing SolidWorks In-context Menu/Toolbar Examples

    In-context menus are also called shortcut, or pop-up menus. They are activated with

    a right-mouse-button click. Located above the in-context menu is the in-context

    toolbar. This toolbar provides access to frequently performed actions for that

    context. The tools in the context toolbar are a subset of items previously found on

    the shortcut menus

    They are called in-context because the items displayed differ depending on your

    context. Your context changes when your cursor is over different types of objects,

    and when different tools are active.

    Show examples (use part1.sldprt show sol id / show sketch)

    Depending on what tool may be active or inactive, and where the cursor is pointing

    when the right-mouse-button is pressed, the user sees a different menu. The idea is

    to give the user the most common commands for what they are doing, or where

    their mouse is. Most of the time, a user should be able to right-click and quickly find

    the next function they want to use.

    It is also important to realize that in-context menus can contain commands that look

    similar, but are really quite different. For example, a face is created by a feature,

    and it contributes to a body. When we right-click on a face, there are commands to

    affect either that face, or the feature that created it, or the body that it belongs to. To

    help avoid confusion, SolidWorks groups commands together, giving each grouping

    a BOLD title. When starting to use the in-context/shortcut/pop-up menus, make sure

    the command youre selecting is from the correct group of the menu.

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    Customizing SolidWorks - Customize Menu

    Tools

    Every standard menu has Customize Menu as the last choice.

    Selecting Customize Menu on a standard menu brings up a control list for that

    menu.

    Any list item with a check in its box is displayed on that menu.

    Any list item without a check in its box is not displayed on that menu.

    The graphic on the slide demonstrates removing the checks from each command

    between and including Measure and Equations.

    Clicking away from the control list (in an empty space of the graphic area, for

    example) implements the change.

    The next time the tools menu is selected, those items are not displayed.

    Of course, those items can be redisplayed by selecting Customize Menu andputting a check back in their boxes.

    Demonstrate use Part1.sldprt from previous example

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    Customizing SolidWorks - Show All

    What if I really get things messed up?

    Go to:

    Tools

    Customize

    Options Tab

    We now have an option to either show all of the menu items, or to restore all of the

    menu items to their default display state (not all menu items may be set to be

    displayed by default).

    Go to Tools, Customize (or right-click in the toolbar area and select Customize,

    or go to View, Toolbars, Customize) to bring up the Customize dialogue box.Go to the last tab, which is Options.

    Under Menu customization, the Show All button will display all items on all

    standard menus, and the Reset to Defaults button will reset all standard menu

    items back to their original display setting.

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    Customizing SolidWorks - Customize In-context Menus

    Many of the in-context/shortcut/pop-up menus have a lot of items, sometimes too

    many.

    Sometimes not all of the menu items are displayed by default. When this happens,

    a double arrow is displayed at the end of the pop-up menu. Selecting this double

    arrow expands the menu to display all of its items.At the bottom of every full-length in-context/shortcut/pop-up menu is a Customize

    Menu choice. IMPORTANT-This works differently than the Customize Menu

    choice at the bottom of every standard toolbar.

    When Customize Menu is selected from the bottom of an in-context/shortcut/pop-

    up menu, it displays a control list for that menu. This may LOOK very similar to the

    customization explained earlier for standard menus, but it is important to keep in

    mind that this is different.

    For in-context/shortcut/pop-up menus, a check in the box means that the item is

    displayed immediately when the menu pops-up. No check in the box means that the

    item will only be displayed if the user selects the double-arrow at the bottom of the

    initial pop-up menu.

    The images on the slide show the menus when a face is right-clicked.

    Delete Face Example Use Part1.sldprt fi le

    If the user selects Customize Menu, they can put a check in the control box next to

    the Delete Face command. The next time the user right-clicks on a face, they will

    see the Delete command under the Face area of the pop-up without having to

    select the double-arrow.

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    Customizing SolidWorks - Show All

    What if I really get things messed

    up?

    Go to:

    Tools

    Customize

    Options

    We have an option to either show all of the in-context menu items, or to restore all

    of the shortcut menu items to their default display state.

    Go to Tools, Customize (or right-click in the toolbar area and select Customize,

    or go to View, Toolbars, Customize) to bring up the Customize dialogue box.

    Go to the last tab, which is Options.Under Shortcut customization, the Show All button will display all items on all in-

    context/shortcut/pop-up menus, and the Reset to Defaults button will reset all in-

    context/shortcut/pop-up menu items back to their original display setting.

    Demonstrate using Part1.sldprt file

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    Customizing SolidWorks - Toolbars

    Toolbars

    Heads-Up Tool Bar

    Standard vs Command Manager

    Icon Size and Tooltips

    Working with Standard toolbars

    Working with Command Manager

    We will discuss:

    The head-up toolbar.

    The difference between standard toolbar configuration and the command manager,

    as well as how to enable and disable the command manager.

    Changing toolbar icon size and the display of tooltips will be demonstrated.

    Turning standard toolbars on and off, as well as how to move and locate standard

    toolbars.

    Adding and removing buttons from the toolbars.

    Changing the size of the Command Manager buttons (by showing/hiding the

    description).

    Adding and removing toolbars to and from the Command Manager.

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    Customizing SolidWorks - Heads Up Toolbar

    Cannot add/remove icons

    Can turn items on or off

    Right click on the toolbar to modify

    The heads-up toolbar is a transparent toolbar in each viewport providing all the

    common tools necessary for view manipulation.

    Demonstrate use Part1.sldprt file

    There is no reset button to get back to defaults.

    Can be customized for each view displayed.

    Demonstrate with Part1.sldprt using 2 view / 4 view.

    Be careful if you want to change back - order of change is important.

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    Customizing SolidWorks - Standard setup

    Standard Toolbars vs. Command Manager.

    Standard toolbar display uses multiple toolbars, of the users choice, located around

    the screen at the users discretion.

    The standard toolbar configuration for part editing is to have the Feature toolbar

    docked on the left side of the screen, and the Sketch toolbar docked on the rightside of the screen.

    Reduces work area.

    Can be docked & undocked.

    Demonstrate opening tool bars, moving & docking Use Std Toolbars.sldprtfile.

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    Customizing SolidWorks - Command Manager

    One toolbar

    Always docked at top of screen (2008)

    Dockable on Left, Top or Right (2009)

    Contains multiple toolbars

    Tabbed interface

    Icon size can be changed

    The Command Manager uses only one toolbar.

    Always docked across the top of the screen (2008).

    Dockable in 2009. L/R/Top

    Although the Command Manager only takes up the screen space of one toolbar, it

    contains multiple toolbars. The available toolbars are shown in tabs across thebottom of the Command Manager. The tabs that are displayed by default, depend

    on the type of document open and the work flow customization (more on that in a

    moment) you have selected. These tabs control which toolbar is currently displayed.

    The size of the Command Manager buttons can be changed several ways.

    By turning on/off the display of text descriptions.

    By selecting large icons in the Tools, Customize, Toolbars menu.

    Demonstrate OPEN MENUS FOR MOLD TOOLS, WELDMENTS,SHEETMETAL BEFORE GOING TO CMD MGR.

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    Customizing SolidWorks - Enable/Disable Command Manager

    Right click on menu

    Select CommandManager

    OR

    Tools

    Customize

    Toolbars

    When customizing toolbars, the first question to ask is whether or not to use the

    Command Manager.

    To enable or disable the Command Manager select Tools, Customize (or right-

    click in the toolbar area (not on the Command Manager) selecting Customize, or

    select View, Toolbars, Customize). On the first Toolbars tab, the first checkboxis for the Command Manager. If there is a check in that box, the Command

    Manager is in use, if there is no check in that box, the Command Manager is not in

    use.

    Note: Both the Command Manager and standard toolbars can be used at the same

    time. This presentation will assume that only one or the other is being used at any

    given time. Please feel free to enable/disable standard toolbars while using the

    Command Manager.

    When customizing Cmd Mgr tabs are grayed out if available but not selected.

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    Customizing SolidWorks - Customize Command Manager

    Changes can be seen

    immediately

    Many other settings can bechanged

    Icon size

    Tooltips

    Many settings can be customized through the Customize dialog.

    On the first Toolbars tab there is a list of the SolidWorks toolbars. Putting a check

    in the box next to an item turns on that toolbar. Clearing a check from a box turns

    off that toolbar. Using this method allows you to turn on and off and locate many

    toolbars at a time.

    Using the Customize dialog box has advantages.

    Changes can be seen immediately

    Other settings can be changed

    Icon Size

    Context toolbar settings

    Tooltip size

    Demonstrate any file (use sketch).Show on Selection check box uncheck and disappears upon selection.

    Show in shortcut check box uncheck and disappears in shortcut toolbar.

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    Customizing SolidWorks - Working with toolbars

    Working with Toolbars

    Tools; Customize

    Right click on a toolbar

    Or View; Toolbars

    May be floating or docked

    Drag and drop

    Toolbars may be customized

    Add or remove icons

    There are different ways to work with toolbars. Explain 3 ways to get into editing

    toolbars.

    Explain difference between View, Toolbars and View, Toolbars on View menu.

    Moving toolbars around is as simple as drag and drop. If a toolbar is floating in the

    graphics area, it can be moved by placing the cursor over the title bar on thetoolbar, pressing and holding down the left mouse button, and dragging the toolbar.

    While dragging a toolbar around the screen, it can be docked on any side of the

    graphics area. If the user drags it into the left or right portion of the toolbar area, it

    will, at some point, snap into a vertical position. It can then be dropped, and it will be

    docked there. It can then be easily dragged up and down the toolbar area. It can

    also be dragged away from the toolbar area to either become free-floating or

    docked somewhere else. Any toolbar can be docked on the top, bottom, left side, or

    right side of the screen.

    If docked, each toolbar will have a dotted line either at the beginning or the top

    (depending on the orientation of the menu). When the cursor is over that line, itchanges to the pan symbol. At that point, the user can press and hold down the left

    mouse button, dragging the toolbar. The toolbar can be dragged anywhere on the

    screen. If the user drops the toolbar in the middle of the graphic area, it will float

    there until the user drags it somewhere else or turns it off. When a toolbar is turned

    off, then turned back on, it should reappear in its most recent position.

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    Customizing SolidWorks - Customizing Toolbars

    Change shape/size

    Commands tab

    Select category

    Drag and drop icons to/fromtoolbar

    Floating toolbars can have their size and shape modified by placing the mouse

    cursor over an edge of the toolbar and then pressing and holding the left mouse

    button while dragging the edge of the toolbar box. Release the mouse when the

    shape and size are what you desire.

    To remove toolbar buttons from the toolbars, access the Customize dialogue box bychoosing Tools, Customize (or right-click in the toolbar area (not on the Command

    Manager) and select Customize, or select View, Toolbars, Customize).

    Simply drag any button off of any toolbar into either dead space in the graphic area

    or anywhere in the Customize dialogue box. Thats it.

    Demonstrate remember drop down boxes you can duplicate commands.

    To add toolbar buttons to the toolbars, access the Customize dialogue box by

    choosing Tools, Customize (or right-click in the toolbar area (not on the Command

    Manager) and select Customize, or select View, Toolbars, Customize).

    Go to the second tab labeled Commands. Select a category from the list on the leftside of the box. Each category contains many buttons. To find out exactly what a

    specific button does, select it. Its description will show up in the lower portion of the

    dialogue box.

    Drag any button to the toolbar you want the button added to. A black line will

    preview the location of the button once added. Drop the button, and it will be added

    to that toolbar, in that spot. While the Customize dialogue box is active, users can

    also drag and drop buttons already on toolbars to reposition them.

    You can create your own Super Toolbar using this method.

    Flyout/dropdown buttons are individual toolbar buttons that actual contain entire

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    Shortcut Bar

    Press the s key

    Can be customized

    Is context sensitive

    Can save time

    Adding a sketch

    Working in a solid

    Press the s key to activate the shortcut bar. It appears near your cursor

    position.

    Can be customized.

    Is context sensitive.

    Can save time but takes a little getting used to.

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    Shortcut Bar - Customize

    Press s

    Right click on toolbar

    Click Customize

    To access the customization area same as other toolbars.

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    Shortcut Bar - Customize

    Drag n Drop as

    other toolbars

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    Customizing SolidWorks - Task Pane

    May be:

    Visible/hidden

    Expanded/collapsed

    Pinned/unpinned

    Docked/floating

    Cannot be user modified

    The task pane is the expandable vertical area on the right side of the SolidWorks

    window. It can be expanded by clicking any icon. It can then be collapsed by

    clicking anywhere outside of the task pane. The task pane can be pinned by

    pressing the push-pin button in its top right corner.

    Cannot be user modified but may be modified by vendor (Solid Professor).Demonstrate any file.

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    Customizing SolidWorks - Industry Customization

    Adds/removes shortcuts

    Adds/removes toolbars

    Based on industry standards

    SolidWorks has included some industry specific workflow customizations for

    consumer product designers, machine designers, and mold designers. To access

    these built-in customizations select Tools, Customize (or right-click in the toolbar

    area (not on the Command Manager) selecting Customize, or select View,

    Toolbars, Customize). Go to the last tab labeled Options.

    There is a section titled Work flow customization with three checkboxes.

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    Customizing SolidWorks - Workflow Customization

    Activating the a specific work flow customization will alter the tabs displayed on the

    Command Manager, resources available in the task pane, and menu items available

    on some menus.

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    Customizing SolidWorks - Keyboard Shortcuts

    Print List

    Copy List

    Can assign your own

    Can edit existing

    Some keyboard shortcuts are provided by default. The user can create their own or modify existing

    ones. You can print a list of existing ones.

    The copy command will copy the list to the clipboard where you can import it into Microsoft Word or

    Excel, or other programs. Note: if you print or copy the list it can be lengthy. You may want to check

    the Only show commands with shortcuts assigned check box first.

    To create your own keyboard shortcuts, access the Customize dialogue box by choosing Tools,Customize (or right-click in the toolbar area (not on the Command Manager) and select Customize,

    or select View, Toolbars, Customize). Go to the fourth tab, labeled Keyboard.

    On the Keyboard tab, first select a Category. The Categories are the standard menus. All

    Commands does just that it displays all the commands.

    Scroll through the Commands list to find the specific Command you want to create a keyboard

    shortcut for, and select it. The cursor will be placed in the Shortcuts column ready for editing. Any

    keyboard shortcut assigned to the selected command will be displayed in the column labeled

    Shortcut(s). You can assign more than one keyboard shortcut to the same command. Type in the

    keyboard shortcut that you want to assign. (Any keyboard combination involving standard characters,

    , , or can be used.)The keyboard shortcut is created immediately. If the keyboard shortcut was created successfully, it

    will be displayed in the Shortcut(s) box. If the keyboard shortcut you typed in is already assigned to

    another Command, a pop-up box will tell you which Command it is assigned to and ask if you want

    to reassign that shortcut to the new command. If you answer Yes, the shortcut will be deleted from

    the old command and assigned to the new command.

    Press the Reset to Defaults button to return all the shortcuts to their default settings.

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    Customizing SolidWorks - Accelerator Keys

    PressAlt to display

    PressAlt+letterto activate

    Need to hold down Alt key for multipleselections

    Accelerator keys are another keyboard shortcut available. Accelerator keys are

    available for most menu items and dialog boxes and are indicated by underlined

    letters. They cannot be customized!

    To display the underlined letter for menus or dialog boxes, press Al t.

    To access the menu or command, press Alt plus the underlined letter.Note: Hold down the Alt key to make multiple selections. If you release the Alt key

    the menu will close when pressed a second time.

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    Customizing SolidWorks - System Customization

    System Options

    Tools

    Options

    Reset All resets all systemoptions, not only those onactive page

    System wide

    Access the System customization options by selecting Tools, Options or by

    clicking on the Options icon.

    I wont attempt to cover all the options available but will touch on some important,

    newer and useful options.

    To implement an option just click the box beside it. If a checkmark appears in the

    box it is turned on. Deselect to turn the option off. Click OK to implement your

    choices. These settings will apply to the current and future SolidWorks sessions.

    To find out what a particular option involves select the category in the left column

    and click on Help.

    Demonstrate any file.

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    Customizing SolidWorks - Default Templates

    The default template options specify the folder and template file for automatically

    created parts, assemblies, and drawings. You should set the path to the default

    templates. I set mine outside of the current SolidWorks version path so they dont

    get overwritten on upgrades.

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    Customizing SolidWorks - File Locations

    File locations options are used to specify folders to be searched for the specific type

    of document. Folders are searched in the order in which they are listed.

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    Customizing SolidWorks - Feature Manager

    Redesigned Interface

    Hide/show

    Options

    Options for the Feature Manager design tree.

    Reset All returns all system options, not only those on the active page, to thesystem defaults.

    Arrow key navigation.

    You can control what is displayed in the feature manager design tree by selections.

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    Customizing SolidWorks - Feature Manager Transparent/Opaque

    In the Feature Manager Options this is the difference in transparent/opaque setting.

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    Customizing SolidWorks - Backup/Recover

    Set path

    Set frequency

    Number of backups

    Use this option to change the frequency and the path of the auto-recover info.

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    Customizing SolidWorks - Hole Wizard/Toolbox Configure

    2008

    Interface

    2008 Interface Shown

    Using this option you can configure the Hole Wizard and Toolbox parameters.

    Set the path (may be on a shared network drive).

    Click the Configure button.

    Uncheck items you dont use or dont want to see.

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    Customizing SolidWorks - Hole Wizard/Toolbox Configure

    User Access Control. If The Administrator has set a password, the user must log on

    to be allowed to make changes. Notice left side of the screen is grayed-out no

    password has been set.

    You can control how toolbox parts are handled from this area.

    Notice read-only status buttons.

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    Customizing SolidWorks - Hole Wizard/Toolbox Configure

    You can setup Custom Properties for items in the toolbox.

    Ideally. this should be done when the toolbox is new.

    Be careful, I had trouble removing the properties after they were added.

    Again, you may need to login to make changes.

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    Customizing SolidWorks - Hole Wizard/Toolbox Configure

    2009

    Interface

    New interface for 2009.

    Demonstrate new interface any file.

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    Customizing SolidWorks - Search

    This is too in depth to cover in detail.

    Be aware that it is here and what can be customized.

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    Customizing SolidWorks - Collaboration

    This is where you go to turn on collaboration.

    I have not used it.

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    Customizing SolidWorks - Advanced

    Dismissed messages may be turned back on at this location.

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    Customizing SolidWorks - Document Properties: Units

    Interface has beenredesigned

    Redesigned interface 2008 & 2009.

    Demonstrate

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    Customizing SolidWorks - Templates

    Part, drawing, and assembly documents that include user-definedparameters and are the basis for new documents

    You can create many different templates

    mm/inches

    ANSI/ISO standard

    Grid spacing

    Material

    Etc.

    Part, drawing, and assembly documents that include user-defined parameters and

    are the basis for new documents.

    Once you get your system and document options setup the way you like them,

    make a template file.

    You can save multiple templates with different settings, such as:MM/inches

    Dimension standards: Extension line and break line gap

    Grid spacing

    Text scale

    Material density

    Etc.

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    Customizing SolidWorks - Create a Template

    Create new file part, drawing or assembly

    Set options (Tools, Options)

    Save As

    Change Save as type to template

    *.prtdot part template

    *.asmdot assembly template

    *.drwdot drawing template

    Enter Name & click Save

    Review the steps to create a template.

    Remember File Location!!! In System Options.

    You can arrange your different templates by placing them in different folders. Again,

    remember File Location!!! These will show up as tabs in the New SolidWorks

    Document dialog box.Demonstrate

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    Customizing SolidWorks - Customizing Sheet Formats

    Sheet format is selected when you open a new drawing

    May contain links to system properties and custom properties

    Formats can be modified

    Saved as .slddrt file type

    Sheet size is selected when you start a new drawing. It can also be configured to be

    selected when a sheet is added to a drawing (in Document Properties).

    Demonstrate

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    Customizing SolidWorks - Customizing Sheet Formats

    Editing Sheet formats

    Open a drawing with the sheet format

    Click Edit, Sheet Format or right-click any blank area on the drawingsheet and select Edit Sheet Format

    Edit format as required

    Click Edit, Sheet or right-click any blank area on the drawing sheet andselect Edit Sheet

    Remember to Save

    Edit Sheet Format may be turned off in the Edit Menu.

    Use sketch and annotation tools to modify the sheet format.

    Remember to Save your modified sheet format. File Locations!!

    Unfortunately, they all show up in one long list. There is no way to tab this like upon

    creation. User enhancement?

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    Customizing SolidWorks - System Properties in Formats

    You can link note text in the drawing sheet format to the value of adocument property, a custom property, or a configuration-specificproperty

    All SolidWorks documents have system-defined properties

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    Customizing SolidWorks - System Properties

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    Customizing SolidWorks - Summary Information

    Demonstrate how to get here!

    Show tie in with previous slide.

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    Customizing SolidWorks - System Properties

    Prefixes for Custom Properties

    This can get a little confusing.

    It may be best to show a demonstration.

    Prefix MUST BE ALL CAPS!!!

    Demonstrate with Part1 model & drawing.

    $PRP: properties from sheet.

    $PRPSHEET: properties from model view.

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    Customizing SolidWorks - Copy Settings Wizard

    Save your customizations

    Share or reuse your customizations

    Once you have tweaked your menus, toolbars, keyboard shortcuts, and possibly

    macros, you wont want to lose that work. Youll want to save all of those changes.

    That way, you can share your time saving tools with other users. In addition, when

    you perform a full upgrade to the next full version of SolidWorks, you wont want to

    spend the same amount of time customizing again.

    To preserve your customization you need to save your settings.

    You can also restore those settings on your own computer, or another computer.

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    Customizing SolidWorks - Copy Settings Wizard

    Saving your customizations

    Press the Start button and find SolidWorks under All Programs. Go to the

    SolidWorks Tools flyout. Select Copy Settings Wizard.

    This launches the Copy Settings Wizard which is used to both save and restore

    customizations.

    Make sure that the Save Settings button is pressed. Hit Next.

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    Customizing SolidWorks - Copy Settings Wizard

    Saving your customizations

    On this page, the user can browse to select a location and name for the file which

    will hold the customizations.

    Also on this page, the user can select which customizations to save. The keyboard

    shortcuts, menu customizations, system options, and toolbars can be saved

    separately or together.Pressing Finish creates a file with the extension .sldreg. The customizations are

    now saved. Double-clicking this file in the future will start the Copy Settings Wizard

    to restore those settings.

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    Customizing SolidWorks - Copy Settings Wizard

    Restoring your customizations

    To restore customizations, make sure that you have the correct .sldreg file. Either

    double-click that file, or use the Start button. find SolidWorks under All Programs.

    Go to the SolidWorks Tools flyout. Select Copy Settings Wizard. This launches

    the Copy Settings Wizard. Make sure the Restore Settings button is pressed. Hit

    Next.

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    Customizing SolidWorks - Copy Settings Wizard

    Restoring your customizations

    If you did not double-click the .sldreg file to start this process, press the Browse

    button and select the appropriate .sldreg file.

    Select which customization(s) to restore on your computer. The keyboard shortcuts,

    menu customizations, system options, and toolbars can be restored separately or

    together. Hit Next.Note version selection if saved under precious version!

    Now select who to restore these settings to. Typically an individual user will select

    Current User. Administrators might restore settings to roaming profiles, or to

    roaming profiles. Hit Next.

    Finally, select whether or not to create a backup file. Hit Finish. The settings have

    now been set on the current computer.

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    Customizing SolidWorks

    Topics we covered:

    Menus Standard and In-context Toolbars Standard, Heads-up, Command Manager and In-context

    Task Pane & Workflow

    Keyboard Shortcuts

    System Customization - Custom Templates

    Drawing Sheet Formats

    Copy Settings Wizard

    Presented by Dennis L. Miller, CSWP

    Email: [email protected]

    This is the end of my presentation. This is what we covered:

    -Standard menus and in-context/shortcut/pop-up menus

    -Showing/Hiding standard menu items

    -Short & Long in/context/shortcut/pop-up menus

    -Standard toolbars and the Command Manager

    -Whats the difference? Enabling/Disabling the Command Manager

    -Choosing/Locating toolbars

    -Adding/Removing buttons and drop-downs

    -Customizing the Command Manager

    -The task pane and built-in work flow customizations

    -Expanding/Collapsing and pinning the task pane

    -Work flow for consumer product designers, machine designers, and mold designers

    -Keyboard shortcuts

    -Supplied keyboard shortcuts

    -Creating your own keyboard shortcuts

    -System Customization

    Custom Templates