Customizations and Upgrading Solid Edge

April 30th, 2013 by Cory Goulden
With the ST6 coming one thing is certain…changes are coming.  This next topic will discuss how to transition from ST4 to ST5 (and as well can be used for ST6 upgrades) in relation to the customizations in Solid Edge.
There are certain things that a CAD Administrator can set up for you and share amongst the masses.  If you do not have the luxury of a CAD Administrator, it is very worthwhile to have users share setups.  It would be best if there was only one person setting things up as this keeps everything to a standard.
Solid Edge can, quite easily, bring toolbar settings from version to version.  The toolbars can be re-used as it were.  Also to note is the fact that these customized toolbars can be deployed on a user specific basis as well as a base company template type setting.  For instance, a company standard toolbar customization could be deployed and the user would then be allowed to take it from there.  Every company has certain functions that vary from what SE sets up out of the box.  Companies vary as well.  Users vary even further.  It would be worthwhile to invest the time once to set up company templates and environment settings.  If you do it once, there would be years of savings moving forward.
The image below illustrates the settings you can set up and take with you from version to version.  Keyboard, Quick access, Ribbon, and Radial Menu options can all be set up.

Screenshot of "Customize" Menu

The next sessions we will discuss how to set up everything.  I always like to have the “Previous Window” (in Draft for this example).  These are the steps I would go through.  Open a draft file, although you can do this without opening a file.  Select the down arrow beside the QAT and go to “Customize the Ribbon”.
The following dialogue box opens:
Expand the “View” tab on the left and expand the “Home” tab on the right to look like the image below.
Have “Previous View” selected on the left and select “Window” from under the home tab on the right and then hit the “Add” button.  It should look like this:
Close the dialogue box and you should notice on your Home toolbar that the Previous View icon has been added.  You may be asked if you want to save this if you need to create a new theme or you could save it to an existing customization.
You can also right click and the following menu shows up allowing you to set the options for the new icon:
These settings are saved in the following locations in ST5:
Vista/Win 7:
C:\Users\”username”\AppData\Roaming\Unigraphics Solutions\Solid Edge\Version 105\Customization\
C:\Documents and Settings\”username”\Application Data\UnigraphicsSolutions\Solid Edge\Version 105\Customization\
Windows 7 shown below for reference:
These settings can be shared between different users and computers.  As you can see, each theme is in a different folder and each type of customization (QAT, Radial Menus, Ribbon, ect) is in a separate file.  Because it is external to the install directory of Solid Edge and is not in the registry these customizations traverse updates to the software version.

ST5 introduces Multi-body modeling

January 17th, 2013 by John Pearson

For long time users of Solid Edge, you already know the advantages of the environmental approach to modeling, instead of the toolbox approach used by other CAD packages. In the environmental approach you create individual parts in separate files and assemble them in a separate assembly file, rather than doing everything in a single file. One of the limits of this approach was that you could only design one body inside of the individual part or sheet metal part file. Yes, you could use the Insert Part Copy command to insert another construction body, but this involved additional steps and forethought in the design process. With ST5 this limitation has been removed.

In Solid Edge ST5 you can now design multiple bodies in a single part or sheet metal file. This eliminates the need to use the Insert Part Copy command, and simplifies certain design processes. In the example below, I’ll show how to use the multi-body modeling to create a simple cavity part.

Assume that I need to create a base for a ball or sphere to sit on. I start by opening up the part with the ball. If the ball doesn’t exist yet I can open a new part and create it.

The next step is to create a base to hold this ball. In ST5 I can use the new Add Body command.

I provide a new name for the new body that I am adding, and click OK.

The initial design body turns inactive (transparent) as I design the new active body.

Notice that once I’ve completed the base feature of the new body, the PathFinder lists both bodies.

The next step is to subtract the ball from the block to create the base holder.

I’ll use the Subtract command and follow the steps.


Step 1: Select and accept the target part.

Step 2: Select and accept the tool part.

Design-Body-2 is now a cavity part. I can add features to the part, like a chamfer or round, and paint the part.

I can also publish the parts, using the Multi-body publish command.

I can give the parts unique names and locations and even create an assembly file.

Notice that the newly published parts are linked back to the original part.

Plus an assembly, containing the components, was also created.

This is just one of many examples where the new Multi-body modeling can help you design better. For more information refer to the Solid Edge help documents, or contact us at




November 20th, 2012content by Cory Goulden

A “Quicksheet” is a template of drawing views that are not linked to a model. You can then drag a model from the Library tab or from Windows Explorer onto the template, and the views populate with the model.  If you have standard views on a particular size of drawing, for example, you can have the Draft preconfigured to populate itself based on the model you place on the sheet.

You will to need to set up a Draft sheet (but do not use production drawing as the drafting information will be removed upon save) with your views and other items such as Parts Lists.

1. Go to the SE Application button

2. From the Application menu, choose the “Create Quicksheet Template” command.

3. Save the file to a location and give it a name that easily identifies it.  It is best to place this on a network area other users can get to if it is useful to share the Quicksheet.   It is also best to locate it in a similar area to where the company templates for SE reside.

* Almost all view properties, including general properties, text and color properties, and annotation properties, are maintained. However, some display properties, such as selected parts display, Show Fill Style, and Hidden Edge Style, are not maintained.

Now a Quicksheet template has been created, but how do we use it?

1. Open your Quicksheet template (either through Windows Explorer or if you set up your User Templates and placed the Quicksheets in that location hit New>Quicksheet> and select your Quicksheet).

2. Drag and drop your desired Part or Assy onto the sheet from Windows Explorer or through the Library tab in Solid Edge.

3. Solid Edge will place the geometry and will be ready for the next steps.

Integrated Modeling in Solid Edge

November 19th, 2012 by John Pearson

With any new technology, you have your early adopters. This is followed by a general acceptance of the new technology, and of course, you always have your hold outs or late adopters.  Solid Edge ST and ST2 appealed to the earlier adopters for synchronous technology. With ST3, ST4 and now ST5, we are seeing most of our customers starting to use synchronous modeling. This of course has led to many questions. The most asked question is; “Should I use synchronous or ordered modeling?” The answer to this is yes.

One of the unique qualities of Solid Edge is that you are not locked into using synchronous or ordered modeling. Integrated modeling allows you to use both synchronous features and ordered features within the same part or sheet metal model. As a rule of thumb, I encourage users to start with synchronous modeling. If they run into some issues that can’t be addressed with synchronous features, they can switch to the ordered paradigm to complete
the model. Let me illustrate this with the following example:

I wish to model the sheet metal cover shown in the following image.

I start in the synchronous paradigm and create a tab, for the top of the cover.

I then add 2 synchronous flanges, in one step, to create the back and left side of the cover.

One of the current limitations, in synchronous sheet metal modeling, is that you cannot drive a flange along a circular edge. Realizing this I will hold off creating the front and right sides until the end, when I will use an ordered feature.

I next use 2 bead synchronous features to create the slots at the top of the part.

I then transition to the ordered paradigm to complete the model.

I use the ordered Contour Flange command to create the front and right face of the cover.

The nice thing about this approach is that it still allows me to modify the model using the synchronous Move/Rotate command.

Live Rules and all the other synchronous editing tools still apply to the model.

As I modify the model, synchronous features update instantly, followed by the re-computing of any ordered features.

For those of you who attended our productivity seminars, you saw this demonstrated live. Other users have learned this process in one of our many synchronous modeling courses, offered over the last year.

This is just one of many examples where Integrated Modeling allows you to benefit from the new synchronous technology, while still utilizing some of the tried and true methods of the ordered technology.  As Solid Edge continues to develop the synchronous features, you may find that you’ll use less integrated modeling. But for now this provides you with a reliable and safe platform to further advance your adoption of this amazing new modeling paradigm we call synchronous technology.

If you’d like to learn more about integrated modeling, you can attend one of our synchronous modeling courses. For more information visit our website at New 2013 courses will be added to our schedule soon.

Editing Part/SM Operations in Assembly

November 5th, 2012 by Cory Goulden
In ST5 you can now perform edit operations, from the assembly environment, without first in-place-activating to enter the model directly.  Things you can do:
  • Locate, select and edit of ordered features
  • Edit synchronous procedural features
  • Delete synchronous face-sets and ordered features
  • Move face-sets (sync feature) in synchronous parts
Let’s take a look!
Firstly, ordered features are now selectable via the Face Priority select option. (remember hotkey combo is CTL + Spacebar)
Notice in the example below that “Protrusion 1” is available from the Quickpick options in assembly now.
Once selected, “Protrusion 1” has its options displayed for going directly into the features parameters.
Select whatever you would like to edit and SE will take you directly there.  Once complete, just close and return.  This will take you back to where you were in the assembly.
This saves time from previous versions by allowing you to go directly to what you want to modify and brings you back to the assembly reducing the number of mouse clicks.
Editing synchronous procedural features from the assembly level does not in-place-activate the user into the part.  Procedural features are things such as Patterns, Thin wall, Helix, Hem, Dimple, Louver, Drawn cutout, Bead, Gusset, and Etch.  These are editable directly in the assembly.
Using Face Select again, “Louver 1” is selected.
The handle for the procedural features shows up.  If selected we are presented with the following options.
Also, if we were to select the adjacent lover we would be presented with the following options:
Notice that the option to edit the pattern is there.  I know what the usual next question would be “How would I know how to edit the parent of the pattern?”.  Notice the option for “Louver 14”.  If you were to select it, you would be presented with the same options as previously mentioned.
We select “Pattern 1” and now we can modify the parameters that define the pattern.
Once selected, click on the PMI callout “Pattern 2 x 4” and we will get the following options:
Notice we have not left the Assembly environment.
One thing to note about this type of editing: Procedural Feature profile editing requires in-place-activating first.  Also, there is no access to the profile handle from within the assembly.
Happy Edging!
If you would like to learn more about “What’s New in ST5”, stay tuned for our new Update Training course.  For information related to training from Designfusion follow this link: ( conditions

Understanding the Steering Wheel

October 16th, 2012content by John Pearson

Many traditional users have expressed some concern over the use of the steering wheel in synchronous technology. They find it complicated or cumbersome to use. However, once they receive proper training they all agree that it is a powerful and useful tool that is really quite easy to use.

The basics of the steering wheel allow the user to move faces in a linear, rotational or freeform move, similar to the Drag Component command in the assembly environment. The primary and secondary axes allow you to perform linear moves. The torus allows you to perform rotational moves. The tool plane allows you to perform freeform planer moves. With a little knowledge you can quickly and easily move or rotate faces or face sets as required. The notes below are what our trainers hand out, in our courses, and illustrate a few simple ways to control and position the steering wheel.

The steering wheel components

Positioning the steering wheel
When you want to rotate the steering wheel 90° on an axis that is NOT defined by the primary axis of the steering wheel, hold down the Shift key and Click the small blue plane inside of the steering wheel.
  • Shift + Click the Tool Plane will flip the steering wheel 90° about the axis NOT aligned with the primary access.

  • You can also Ctrl + Click the primary bearing knob at the end of the primary axis and key-in an angle.

When you want to rotate the steering wheel 90° on an axis that is defined by the primary axis of the steering wheel, pick the bearing knob on the secondary axis of the steering wheel and drag to rotate.
  • The steering wheel will snap to 90°.

  • You may also Shift + Click the bearing knob at the end of the secondary axis and key-in an angle.

Once you get the steering wheel in the desired orientation, Shift + Click the origin of the steering wheel to relocate it.
  • No need to continue to hold down the Shift key after clicking
  • It will not flip orientation.
  • Secondary axis will not realign to an edge

Changing the Primary Axis Vector

You can change the direction of the primary axis by doing one of the following:

  • Click on any of the 4 positional knobs.

  • Click on the primary bearing, hold the LMB down and align with any keypoint.

For more information on the steering will you can check out the online training section on ‘Moving and rotating faces’ at or attend one of our synchronous training courses. If you are a regular follower of this blog, you may recall the article on training, where it mentioned that one hour of instructor lead training is equivalent to 16 hours of trying to teach yourself. For more training information please visit our training site at