Solidworks Drawing Views and Associativity

This is a brief overview of Solidworks drawing views and the associativity between parts, assemblies and their drawings.

Basic Motion

How to submit an Enhancement Request for SolidWorks

This is a video that demonstrates how to submit an enhancement request for SolidWorks.

Evenly spaced holes along a plate.

Even spacing of holes (or features) along an edge of a plate.

Creating Custom Decals

This video shows you how to use custom Decals in SolidWorks 2012. 

Perspective in 3DVIA Composer

This video explains how perspective works in 3DVIA Composer. Depending on whether you zoom in and out with the mouse wheel, or by dragging while holding down the left and right mouse buttons, Composer will either change the Field Of View (FOV) or move the camera position respectively.

SolidWorks Feature Statistics

This video shows how to use SolidWorks Feature Statistics to evaluate how long each feature takes to rebuild so you can make an informed decision about which features need to be modified or suppressed in order to decrease rebuild time.


This file used in this video was supplied by Xped

How to Upgrade your Solidworks installation

This is a guide for upgrading SolidWorks from one version to another - for example from SolidWorks 2011 to SolidWorks 2012. We highly recommend that you uninstall the old version completely, and then install the new version. This ensures you have a clean start with the new version.

To jump directly to the instructions, click here.

If you would like to run two major versions of SolidWorks (e.g. 2011 and 2012) alongside each other, click here.

It is not necessary to uninstall and reinstall between Service Packs, only major releases (i.e. each year). To learn how to update your SolidWorks version (e.g. go from SolidWorks 2012 SP1 to SP2) click here.

This is not intended to be a step-by-step installation guide and assumes some familiarity with basic computer maintenance, etc. If at any stage you are unsure of how to proceed, please contact your Solidtec Application Engineer.

The steps below are for standalone SolidWorks licenses. To check if you have a standalone license, from SolidWorks go to the Help menu. If you have the option to "Transfer license", you have a standalone license. If you have a network (SNL) license, most steps will be the same. If unsure, contact your Solidtec Application Engineer.

Contents

1. Before you begin
2. Uninstall the old version
3. Install the new version
4. After installation
1. Setup
2. Toolbox installations
5. Further information
   

   Before you begin

1. Back up any local data. We recommend keeping a copy of your data in the old format should you need it. More information on backups can be found here.


2. Make a note of any SolidWorks customisations, such as keyboard shortcuts. From SolidWorks >> (start a new Part if none are open) >> Tools >> Customize >> Keyboard tab >> check "Show only commands with shortcuts assigned" >> Copy List. This will copy the settings to the Windows Clipboard and you can then paste them into Excel or Notepad, etc. Although this requires you to re-input your keyboard shortcuts after reinstalling SolidWorks, there is no risk of "contaminating" the Registry settings. Do not use Copy Settings Wizard, as it copies the entire SolidWorks registry and can cause problems with the new version.


3. Copy the SolidWorks Serial Number. From SolidWorks >> Help >> About SolidWorks. Make a note of the Serial Number (copy to Notepad or write it down on paper, etc.) - you may need to re-enter it during installation later on.


4. Transfer the SolidWorks License off the machine. This ensures your license is available to use on another computer if anything happens during the uninstall/reinstall process. From SolidWorks >> Help >> Transfer License. If you are having trouble connecting to the SolidWorks License Server, make sure that internet traffic is allowed to/from https://activate.solidworks.com/


5. Make sure you are logged in to Windows as an administrator. If you are unsure, see http://www.computerhope.com/issues/ch001093.htm

Uninstall the old version

6. Uninstall SolidWorks. Start Menu >> Control Panel >> Programs and Features (Add/remove programs in WinXP) >> SolidWorks >> Uninstall. The SolidWorks 2011 Installation Manager will start.


1. If you are uninstalling SolidWorks 2011, right-click on the title-bar (up the top, where it says "SolidWorks 2011 Installation Manager") >> Total Uninstall >> proceed through the IM process (keep clicking Next).


2. If you are uninstalling SolidWorks 2010 or earlier, please read the end of this post regarding how to clean your registry. It is important to do this to ensure the smooth opertation of the new version.


7. Once uninstalled, reboot the computer.

Install the new version

8. THIS IS A CRITICAL STEP! Disable any Anti-virus programs that are running as these can interfere with the installation process. Some Anti-virus programs are very difficult to disable – if in doubt Google for instructions “disable < Anti-virus Program Name>”.
   
   If required, you can generally disable anti-virus programs manually:
   
   
   
   1. Start >> Run >> Control Panel >> Administrative Tools >> Services.
   
   
   2. Find all relevant anti-virus services >> RMB >> Stop
   
   
   3. Once installation is complete >> RMB >> Start


9. Insert the SolidWorks Media Disc (make sure it is the correct bit version - 32 and 64-bit versions are supplied in the box). If the Installation Manager does not start automatically, browse to the media location in Windows Explorer and RMB on Setup.exe >> Run as administrator to begin installation.


10. Run through the Installation Manager. If the Installation Manager detects the previous install, it may ask you to upgrade - this is fine, proceed as normal.
    
    
    1. Installation type is Individual.
    
    
    2. Enter the Serial Number if prompted (enter extra Serial Numbers if installing Simulation Premium or Flow Simulation).
    
    
    3. If you have SolidWorks Professional or Premium, click here to read about installing/upgrading the Toolbox.

After installation

Setup

11. If you transferred the license off the computer previously, or there was no license on the machine, when starting up SolidWorks you will be asked to activate the product. Run through the process, using correct contact details (these will be associated with the Serial Number). If you are unable to activate, use the 30-day Trial Activation. This will give you access to SolidWorks Premium for 30 days regardless of what version of SolidWorks you are entitled to. If this happens please notify your Solidtec Application Engineer


12. Make sure that the File Locations are set up correctly if using a central file server. From within SolidWorks >> Options >> System Options tab >> File Locations. The most common locations to change are: Document Templates, Sheet Formats, Weldment Profiles and Custom Properties. To add a Custom Properties location you may need to delete the existing location first (SolidWorks can only handle one location for the Custom Properties file).


13. Apply any customisations, such as keyboard shortcuts, toolbar layouts, etc. Back these settings up using the Copy Settings Wizard.


14. Consider creating a Disc Image of your HDD, to allow for quick restoration to a known clean install state. Click here to read more.

Toolbox installations

15. If you have SolidWorks Professional or Premium with the Toolbox add-in, the correct method to update the Toolbox data is as follows:
    
    
    
    1. Browse to your existing (e.g. 2011) Toolbox data folder - by default this is in C:\SolidWorks Data.
    
    
    2. Copy the folder and its contents - rename the copied folder something like "SolidWorks Data 2012". Make another copy of the orignal folder and keep it with the rest of your backed up SW2011 data.
    
    
    3. During installation, on the Summary page under Toolbox Options >> Change. Choose to "Upgrade an existing Toolbox location" and browse to the "SolidWorks Data 2012" folder. Continue the installation process.
    
    
    4. This will upgrade the contents of the new folder, leaving the previous folder intact if you wish to continue using SolidWorks 2011. If you do not need the 2011 data anymore, you can delete the orignal "SolidWorks Data" folder.


16. If you have already installed SolidWorks and need to change the location of the Toolbox from the default local installation path to a file server path, from within SolidWorks >> Options >> System Options tab >> Hole Wizard/Toolbox >> Browse to the correct location.

Further information

Further information on installing SolidWorks can be found here:

• SolidWorks Installation and Admin Guide – the official Admin guide.
• How to ensure a clean uninstall and update of SolidWorks – a more involved method of preparing your machine for a clean SolidWorks installation.

How to install Multiple SolidWorks versions on one Computer

In this short demonstration by Perry from Solidtec, you will see how to install another version of SolidWorks alongside an already existing version. 

The method used will help keep the file references between the two versions apart. 
Please feel free to comment below.

How to create an entire library of weldment profiles

Starting with a sketch profile, you may create a series of sketch profile configurations using a design table. By executing the attached macro, these configurations are saved out as library feature parts (.sldflp). If saved to the location where SolidWorks searches for weldment profiles, the structural member feature will allow you to use these profiles to create a weldment.

Download macro here

How to determine the Volume of a Shell Feature in SolidWorks

Demo video that demonstrates how to determine the volume of a shell feature in Solidworks.

How to Activate and Transfer a SolidWorks Stand-alone license

This video explains how to activate and transfer a SolidWorks stand-alone license over the internet.

Creating a SolidWorks Customer Portal account to access free Certification Exams

This video shows you how to create a SolidWorks Customer Portal account, and how to then access vouchers for free SolidWorks Certifications, such as the Certified SolidWorks Professional exam (CSWP). The vouchers are available for anyone with a valid license of SolidWorks (single-use only).

Please note the voucher codes in this video have been obscured.

Sign up for a SolidWorks Customer Portal account for:

1. Software updates
2. SolidWorks Forums
3. SolidWorks Knowledge Base

Below are links for:

SolidWorks Certification information

SolidWorks Certification Center

How to Modify SolidWorks Hole Callouts

This video shows you how to modify the Hole Callout formats when adding callouts to holes in your drawing documents.

For a list of all Hole Callout variables, refer to the Help file.

Part number generator macro for Solidworks

This is a short video on how to enter part numbers, drawing numbers, or serial numbers in Solidworks using a macro that automates the process of recording the last used number, then assigning the new number to your custom properties in solidworks.

Download macro here

Hole Table Padding - Adjusting beyond the standard limits

When adding Hole Tables to drawings the table often extends, vertically, beyond the limits or boundaries of the specified sheet size (see Pic_1). You may have tried to adjust the table font size and zeroed the Vertical Cell Padding dial to rectify this, but noticed that even though the padding dial is zeroed, there is still an amount of padding that remains around the text. This remaining padding takes up valuable space, let's see how we can reduce/shrink this cell padding to tightly hug the cell boundary.

Pic_1: The Problem
Before we continue, remember that we can only fit so much on to a single sheet before it becomes unreadable, so there is obvioulsy a limit to how many rows you will be able to fit vertically on a specific sheet size.

Click anywhere in the table to activate its properties. You will see this dialogue appear above the table:


Note where the adjustment settings are for Font Size and Vertical Cell Padding. We'll get back to that in a second.

Next, click on the number 2 to select the entire row. Hold down the Shift key and select the last row in your table (I had sixty rows all up in this example). You should now have all rows except the heading row selected. With all rows selected you can change your font size; I have used 9, which is still quite readable and then we want to adjust the Vertical Cell Padding.

You will note though, that when you dial down (using the up-down arrow toggles) you will be stopped at zero. Naturally you will think this to be the limit, but alas, we know with Solidworks anything is possible. Simply select the Vertical Cell Padding field as below...

Type negative 1.8 i.e. -1.8 and hit the Enter key on your keyboard. You should now be looking something like this in the settings dialogue...

and your cell text will be hugging the cell borders all nice and cosy, like this:

And while we are at it, quickly click anywhere in the table, then click the black cross to the left of Column A to activate the table properties dialogue, which will appear to the left of your screen. We want to tidy things up a little before printing. In the properties dialogue select "Combine same sizes" and you will get this:

In the properties dialogue, click the green check mark to close and we're done.


You should now have your table fitting nicely onto your drawing sheet and looking much better than when we started.

Have a play with those settings and I hope that this has helped you somewhat to tidy up those Hole Tables.

Text Size driven by Design Table

This is a post that relates to a question I was asked last week on controlling the size of fonts via design tables. My initial answer was "no" as font size cant be controlled via a design table, but after a bit of thought about what the customer was trying to achieve, could a scale feature be controlled? The answer is YES and quite conveniently the answer is located in the SolidWorks help, but I have provided screenshots on the step by step process required.

Step 1.

Create your Word using sketch text and an extrude. Unfortunately sketch scale cant be controlled via a design table so it will need to a feature that is scaled.

Step 2.

Add your scale feature and make sure to select all the letters as bodies. It is not important what is used as the scale origin.

Step 3.

Inserting a design table. Note you must select a parameter such as one of the dimesions used for the layout to get the design table up and running. You dont need to change this parameter, but it does help the auto create option.

Step 4.

Adding the parameter to control the scale which should be "$X_AXIS@scale_feature_name" so in my example the parameter is $x_AXIS@scale1. You can also control the "Y" and "Z" should you choose the scaling not to be uniform.

Step 5.

Exit the table and then edit the table to re-enter of which you should now see your scale size showing in the table.

Step 6.

Change the scale size in the table and now you have a Word size driven by a design table.

I know this post will be useful for one customer and hopefully it aids a few others. Please never be shy of contacting your local Support Engineer with such questions as we are here to help you and enjoy a challenge.

How to place a point at the Center of Mass

How to place a point at the Center of Mass of a solid and add reference planes through the point so that they update as the solid changes.
 

How to model a Spiral Staircase

How to use SolidWorks RX

SolidWorks RX is a diagnostic utility that you can use to record a video of an issue you may be having in SolidWorks. Apart from capturing a video of the cause of the problem, RX also captures information regarding your system including SolidWorks and Windows log files that can help determine the cause of a problem.

1. Save all open SolidWorks documents and close SolidWorks
2. Start Menu >> All Programs >> SolidWorks 20XX >> SolidWorks Tools >> SolidWorks RX
3. Problem Capture >> Record video
4. Show all steps to recreate the problem
5. Once finished, close SolidWorks (if it does not crash)
6. In SolidWorks RX >> Describe the problem (minimal detail is fine)
7. Add any relevant files with the Add Files button
8. Package Files
9. Email the ZIP file to your support engineer

If you cannot reproduce your error on demand – i.e. SolidWorks is crashing often, but randomly, start RX directly after SolidWorks has crashed (do NOT start SolidWorks up again). You can then skip steps 3 - 5 and when you package the files, RX will capture the last Journal file which should explain the cause of the crash.

Be aware that the Problem Capture page looks a bit different from version to version, but the process is generally the same.