Beruflich Dokumente
Kultur Dokumente
Before starting
-Turn off Command Manager
-Remove check in cmd mgr for weldments, mold tools, sheet metal.
Customizing SolidWorks
Newer Users
Customizing SolidWorks
Administrator at GTD
Customizing SolidWorks
We will be talking about SolidWorks 2008 & 2009, but the items discussed
may apply to other versions as well.
Keyboard Shortcuts
Customizing SolidWorks
Menus
Standard Menus
In-context menus
Standard Menus
Edit
View
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, Appearance
callouts, Toolbars
Insert
Toolbox
Help
Window
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 solid / 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.
10
11
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.
12
13
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 incontext/shortcut/pop-up menus, and the Reset to Defaults button will reset all incontext/shortcut/pop-up menu items back to their original display setting.
Demonstrate using Part1.sldprt file
14
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.
15
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.
16
17
One toolbar
Tabbed interface
18
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 rightclick in the toolbar area (not on the Command Manager) selecting Customize, or
select View, Toolbars, Customize). On the first Toolbars tab, the first checkbox
is 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.
19
Icon size
Tooltips
20
Tools; Customize
Or View; Toolbars
and drop
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 the
toolbar, 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, it
changes 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.
21
Change shape/size
Commands tab
Select category
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 by
choosing 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 left
side 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
22
Shortcut Bar
Can be customized
Is context sensitive
Working in a solid
Adding a sketch
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.
23
Press s
Click Customize
24
Drag n Drop as
other toolbars
25
Visible/hidden
Expanded/collapsed
Pinned/unpinned
Docked/floating
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.
26
Adds/removes shortcuts
Adds/removes toolbars
27
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.
28
Print List
Copy List
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,
<CTRL>, <SHIFT>, or <ALT> 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.
29
This is a spreadsheet created using the copy button and then formatted in Excel.
30
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 Alt.
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.
31
System Options
Tools
Options
System wide
32
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.
33
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.
34
Redesigned Interface
Hide/show
Options
35
36
Set path
Set frequency
Number of backups
Use this option to change the frequency and the path of the auto-recover info.
37
2008
Interface
38
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.
39
40
2009
Interface
41
42
43
44
There are tons of settings that the user can customize. Use the help function.
Changes to this page are reflected in the active document. You can also save the
detailing options in a document template.
Show some examples
45
46
standard
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.
47
Save As
part template
*.asmdot
*.drwdot
assembly template
drawing template
48
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
49
Click Edit, Sheet Format or right-click any blank area on the drawing
sheet and select Edit Sheet Format
Click Edit, Sheet or right-click any blank area on the drawing sheet and
select Edit Sheet
Remember to Save
50
You can link note text in the drawing sheet format to the value of a
document property, a custom property, or a configuration-specific
property
51
52
53
54
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.
55
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.
56
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.
57
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.
58
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.
59
Customizing SolidWorks
Topics we covered:
Keyboard Shortcuts
60