Posts Tagged ‘Custom template’


Customizations and Upgrading Solid Edge

Tuesday, April 30th, 2013
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.



Tuesday, November 20th, 2012

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.


How to create a custom draft template

Monday, March 21st, 2011

Open one of the default draft templates which match your standards. For example, if you are using the ANSI standard, start with the ‘ansi draft’ template.

Note: All the Solid Edge delivered templates can be found by going to the Application menu, and click New. This launches the New dialog. Select the More tab for the complete list of delivered templates.

Note: The rest of this document will use the ansi draft.dft file to illustrate how to customize the draft file.

Once the draft file has been opened, go to the View tab > Sheet Views and turn on the Background sheets.

This displays all of the background sheets, that have been defined in the existing template, as tabs at the bottom of the window.

Background Sheet

The background sheet is used for graphics that you want to display on more than one drawing, such as a border, title block, logo, or raster background picture (watermark). A background sheet can be displayed and printed along with any working sheet it is attached to.

Working Sheet

The working sheet is where drawing views of 3D models are created and placed. It is also where you place 2D model views of geometry located on the 2D Model sheet.

Note: When placing your model into the draft file, the background sheets are turned off. They appear behind the working sheet, when set up too, in the Sheet setup.

Note: Any geometry, text, or image, which appears on the background sheet, cannot be deleted or modified from the working sheet.

Edit existing background sheets

To edit an existing sheet, click on the appropriate background sheet tab, to activate it.

Note: All background sheets have the BACKGROUND watermark, to let you know that you are working in a background sheet.

You can now delete any unwanted geometry, text, or images. You can edit any text. You can add any new geometry, text, or images. You can also insert Property Text callouts, which can be useful for automatically populating information of a part during initial placement of the draft views.

To add geometry, simply use the sketching tools found under the Sketching tab. You can insert images or logos onto the background sheet by using the Insert Image command, found in the Sketching >Insert group. You can place text using the Text block command or the previously mentioned Callout command.

You can add a title block by dragging and dropping a .dft, .dwg, or .dxf file onto the background sheet or placing it using the Place Block command.

Creating new background sheets

To add new background sheets, RMB click over an existing sheet tab (with the background sheets tuned on), and select Insert.

On the new background sheet, RMB click and select Sheet Setup…

In the Sheet Setup dialog you can select the sheet size and assign the sheet name.

Once the new background sheet is set up, create or input all your necessary boundaries, titles blocks, logos, images, and notes.

Set up your working sheet

Once your background sheet is set up to your liking, turn off the background sheets.

Either create or edit an existing working sheet. Run the Sheet Setup command on the working sheet.

Set up and name you working sheet. Make sure your size matches that of your newly created background sheet.

On the Background tab, toggle on the Show background option, and select the desired background sheet, and click OK.

Saving your template

On the Application menu, click Save As.

In the Save In box, specify the folder you want to save the new template to.

Note: You need to save your template in a folder only used for your custom templates. This folder should be selected for your User Templates under the File Locations tab in the Solid Edge options.

In the File Name box, type a unique name for the new template.

Note: Once saved you can edit your start-up screen to include the new template. This can be done by clicking on the Edit Create Options link on the start-up screen.

Still Need Help?

Designfusion offers template creation services. For more information please contact us at 1-888-567-3933, or contact your Account Manager.

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