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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.
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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.
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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”.
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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.
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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:
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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:
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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\
XP:
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.
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FOR MORE INFORMATION REGARDING TIPS LIKE THESE, PLEASE VISIT US AT THE SOLID EDGE UNIVERSITY.  I WILL BE PRESENTING AS WELL AS JOHN PEARSON AND MANY OTHER KNOWLEDGEABLE SOLID EDGE USERS.

http://www.solidedgeu.com/

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