SIEMENS

User interface basics

spse01501 Proprietary and restricted rights notice

This software and related documentation are proprietary to Siemens Product Lifecycle Management Software Inc. © 2016 Siemens Product Lifecycle Management Software Inc.

2 User interface basics spse01501 Contents

Proprietary and restricted rights notice ...... 2

UI tour ...... 1-1 Tour the Solid Edge user interface ...... 1-2 Application menu overview ...... 1-8 Creating documents and using templates ...... 1-11 Changing the Solid Edge start page ...... 1-13 Using the tabbed document interface ...... 1-17 User assistance features in Solid Edge ...... 1-19 Resources for learning Solid Edge ...... 1-22 Searching web help ...... 1-24 Searching local help ...... 1-28

Views ...... 2-1 Changing model view direction using shortcut keys ...... 2-2 Quick View Cube control ...... 2-3 Rotating a view ...... 2-4 Zoom in or zoom out ...... 2-6 Pan a view ...... 2-7

Commands ...... 3-1 Finding commands in Solid Edge ...... 3-2 Find a command with Command Finder ...... 3-3 PromptBar ...... 3-5 Manipulate PromptBar ...... 3-6 Radial menus ...... 3-8 Manipulate the command ribbon ...... 3-9 Using the command bar ...... 3-10

Selection handles ...... 4-1 Handles overview ...... 4-2 Cursors overview ...... 4-9 Element and object selection ...... 4-11 Steering wheel overview ...... 4-14 Graphic handle (3D steering wheel) ...... 4-22 Selection manager ...... 4-23 Selection Manager ...... 4-23 Selection Manager Overview continued ...... 4-24

Creating and editing a part model ...... 5-1 Constructing synchronous extruded features using the Select tool ...... 5-2

spse01501 User interface basics 3 CoContentsntents

Using the Design Intent panel ...... 5-3

PathFinder ...... 6-1 Using PathFinder in a part model ...... 6-2 PathFinder in assemblies ...... 6-9 Multi-bodies in PathFinder ...... 6-21

Windows ...... 7-1 Change the window background color ...... 7-2 Managing docking windows ...... 7-4 Manipulate docking windows ...... 7-6 Reposition a window using docking stickers ...... 7-10

Activity: Using docking windows ...... 8-1 Activity: Using docking windows ...... 8-2 Open a part file ...... 8-3 Dock a window along the perimeter of the application window ...... 8-4 Dock a window inside another window ...... 8-6 Add a docking window as a tab ...... 8-9 Restore a closed docking window ...... 8-12 Summary ...... 8-13

Customize your workspace ...... 9-1 Overview of customizing Solid Edge ...... 9-2 Solid Edge themes ...... 9-3 Customize the layout of the user interface ...... 9-7 Customize the Quick Access toolbar ...... 9-9 Customize the command ribbon ...... 9-12 Customize the keyboard ...... 9-15 Customize the radial menu ...... 9-17

4 User interface basics spse01501 Lesson 1: UI tour

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Tour the Solid Edge user interface

You can quickly learn the name and purpose of different user interface controls by reviewing the following two images of the Solid Edge application window. The first image shows the screen as it appears in the ordered (history-based) modeling environment. The second shows additional tools available in ordered and synchronous modeling. The Draft environment shares many of these controls. Below these images are tables that identify and describe each control. There are also links to topics that explain how you can use each control.

The basic user interface

The following example shows the default layout of the Solid Edge ST9 user interface for the part file, Moveable Jaw-FOP.par. This part was created in the ordered environment.

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User interface object What does it do? See this help topic Displays the Application menu, Application menu overview which provides access to all Application Button document level functions, Creating documents and using templates, and standards. templates Use the Settings tab→Options command on the Application menu to specify units, file locations, colors, and dimension style. You can control helpers, display tooltip videos, and choose a local or web help system. Displays frequently used Customize the Quick Access commands. Use the Customize toolbar using the Customize Quick Access toolbar Quick Access Toolbar arrow dialog box. shown below to display additional options.

Organizes commands by tab Manipulate the command ribbon and by group, per environment. Ribbon Customize the command ribbon Some command buttons contain split buttons, corner buttons, check boxes, and other controls that display submenus and palettes.

Tip You can use the Customize Quick Access Toolbar→Minimize The Ribbon command to reduce the real estate occupied by the command ribbon.

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User interface object What does it do? See this help topic A tabbed document interface in Using the tabbed document all environments lets you view interface Tabbed documents and switch easily between all of your open document windows. Two different context menus plus tab controls are available. A scrollable, movable docking Manipulate PromptBar window that displays prompts PromptBar and messages related to a command that you select. Provides a quick way to Identify To learn what the PathFinder and select model elements. icons represent, see Using PathFinder PathFinder in a part model. Transitions between ordered and synchronous environments.

Tip PathFinder can be docked or floating. The default form of the PathFinder window is transparent. You can control the appearance of PathFinder in the Solid Edge Options dialog box on the Helpers tab.

Locates a command in the user Find a command with Command interface. Finder Command Finder Provides fast access to Changing view direction using view-control commands—zoom, shortcut keys View tools fit, pan, rotate, view styles, and saved views. Zoom in or out Changes the model view Quick View Cube control orientation according to what Quick View cube you click on the cube. The Home icon resets the view to the standard isometric view orientation. Provides access to Solid Edge Resources for learning Solid Help, tutorials, and self-paced Edge User assistance training courses.

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User interface object What does it do? See this help topic Radial menu You can use the radial menu Customize the radial menu to complement the options on the command ribbon, and to consolidate commands that you like to use with a particular workflow.

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Modeling tools

The following example shows the modeling tools that are available in a synchronous part file. Some of these tools are also available in the ordered (history-based) environment.

User interface object What does it do? See this help topic Selects 2D and 3D elements and Element and object selection geometry. Displays additional Select command tools based on what you select. Constructing synchronous features using the Select tool Varies according to the Cursors overview command, the step in the Cursors command sequence, and what the cursor is pointing to and highlighting. QuickPick displays at the cursor

when there are multiple elements that can be selected.

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User interface object What does it do? See this help topic Creates, modifies, or Handles overview manipulates the selected Handles 2D and 3D elements in a model. Creates and edits model Steering wheel overview geometry. The steering Steering wheel wheel appears in 2D and 3D Graphics handle (3D steering configurations, based on what wheel) you select. Displays command options Using the command bar and data entry fields for the Command bar command in progress.

Tip The command bar is either a floating horizontal bar or a vertical docking window. Use the Helpers tab in the Solid Edge Options dialog box to specify the form you want to use.

Recognizes relationships Using the Design Intent panel between model geometry. You Design Intent panel can add or relax constraints to preserve the design intent during edit. Manages your workspace. Manipulate docking windows Contains and organizes tools by Docking window including them as tabs in a set Reposition a window using of tabs. docking stickers

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Application menu overview

The Application menu employs the same touch-friendly backstage interface that Microsoft uses in its Office products, such as PowerPoint, Excel, and Word. The backstage is where you manage your files and the data about them—creating, saving, adding custom file properties and materials, and setting options.

Using the Application menu

When you select the Application Button, all of the functions that pertain to what you can do with the active document are displayed as tabbed pages along the left side of the application window. The commands and options that are available on the backstage pages are based on the document type and whether it is managed or unmanaged. If there are no documents open, then the options are more limited.

To Do this Display the Application Click the Application Button. menu, which provides access to all file-level functions.

Return to the active Click the Application Button again: document in the tabbed document view.

Or click a tab on the ribbon, such as the Home tab. Display a page of related On the Application menu, hover over or click a tab with an arrow functions in the backstage indicator, for example, Learn, New, Open, and Save As. area.

Note Application menu items without the arrow indicator launch a command directly, for example, Save, Save All, and Exit Solid Edge.

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To Do this Open the Solid Edge Click the Settings tab. Options dialog box to specify the type of tooltip you want to see.

Open the Customize dialog box to customize the default arrangement of tools, commands, and keyboard functions.

Change the Solid Edge Theme.

Open these frequently used Click the Info tab. dialog boxes: • Material Table

• File Properties.

• Property Manager.

Reusing Application menu commands

You can add commands accessible from the Application menu to other areas of the user interface, such as the command ribbon, the radial menu, or the Quick Access toolbar. To do this, open the Customize dialog box, and after selecting the Environment to customize, set Choose commands from:=System Menu.

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Changing the Application menu color scheme

You can change the color scheme of the Application menu, the highlighting, the command ribbon, and other interface elements using the Application color scheme list on the Helpers tab in the Solid Edge Options dialog box. The default color scheme is White. Other options are Light Gray, Dark Gray, or Black.

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Creating documents and using templates

You can create new documents in the following ways: • On the Application menu, on the New tab, you can create a new part, sheet metal, assembly, or draft document by selecting one of the default templates listed there.

• On the Application menu, on the New tab, you can choose the New command and then choose a different set of templates for creating your document.

Solid Edge delivers English and metric templates for each environment: • Assembly • Draft • Part • Sheet Metal

Solid Edge provides templates supporting standards, such as ANSI, DIN, ESKD, GB, ISO, JIS, and UNI.

Creating, modifying, and saving new documents

When you create a new document, Solid Edge gives it a temporary file name and extension that corresponds to the environment you are in. For example, if you create a new part document using the default template, Solid Edge gives it a temporary name with a .par file name extension. Any changes you make to the document are temporarily stored in memory. You have to save the document to preserve the changes to your document. The first time you save the document, you can define a permanent document name and folder location using the Save As dialog box.

Using templates as a starting point

Regardless of the method you use to create a document, a document template is used as a starting point. A template is a document that provides default settings for text, formats, geometry, dimensions, units of measurement, and styles that are used to produce a new document. You can edit the property set of the standard templates to include default values for some of the properties as well as the additional custom properties you need to manage your documents. For example, to make it easier to create drawings that conform to your company's standards, you should consider defining a custom Draft document template where the dimensioning and annotation standards for your company have been defined.

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Template folders

When you create custom templates for your company, you can put them in the Solid Edge ST9\Template folder or in a separate location defined by the User templates field in the Solid Edge Options dialog→File Locations tab. For example, once you define the path, then all of the subfolders will appear on the New dialog box under the User Templates list.

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Changing the Solid Edge start page

You can change the page or document that displays when Solid Edge starts to accommodate your current design needs. Some examples of how you can use the different options are provided below. You can change your start page by selecting from the following options on the Helpers tab (Solid Edge Options dialog box). Start with the Learn page The Learn page is the default start page when you first install Solid Edge. To help beginners learn the product more quickly and improve their proficiency, it contains links to the following learning aids:

Get Started (Video) This interactive video introduces you to the most important tools you need to know to use Solid Edge effectively.

Testdrive Solid Edge (PDF) Opens a four-part tutorial (in .pdf format) that walks you through the process of (1) creating a part; (2) adding other parts to the base part to create an assembly; (3) producing a detailed drawing of the assembly; and (4) using Solid Edge Simulation to test its structural strength under loading conditions.

What's New Opens the What's New topics for the current release in an Internet Explorer browser or a local help window. If you are using web help, you also can find information about what was new in recent releases.

Help and Training Opens Solid Edge ST9 Help and Training in an Internet Explorer browser or a local help window.

Note To access our comprehensive training and videos, you must use web help. You can turn web help on and off with the Use my web browser to display help option on the Helpers tab of the Solid Edge Options dialog box. To learn tips for how you can search for information: • In web help, see Searching web help.

• In local help, expand the Solid Edge overview book→Getting help book→Using local help book, and double-click the topic, Searching local help.

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Start with your Custom page You can create your own HTML start page (*.htm). In this case, the Learn tab on the Application menu is replaced by the Custom tab. You can design your custom start page to appear however you want, with links, images, logo, and text. For example, you can use this page to host links to your proprietary training materials and design standards; to communicate and collaborate with the design team; and to share useful company links. When you use a custom start page, you also must specify its location on the File Locations tab in the Solid Edge Options dialog box. For more information, see Set a custom Solid Edge start page.

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Start with the Open page Once you become more proficient in the basics, you can change from the Learn page to the Application menu→Open page. This provides fast access to your recently used files list and to pinned documents. You also can browse for files and folders.

Start with a blank document using this template You can open Solid Edge with a new document based on a selected template. For example, you can choose an ISO metric part.par template file as your start page when you are in the process of creating multiple new part models. When producing a set of drawings, you can change the blank document template to ISO metric draft.dft. Start with my last saved document Similar to a bookmark, this option opens Solid Edge with the last document you saved displayed in the application window, ready for work. This is a useful start page when you are making frequent changes to the same document. Start with the New page Displays the commands on the Application menu→New page whenever you start Solid Edge. Use this option when you want to create different types of documents, or when you are creating or updating templates.

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Start with a blank page Does not display any page or document when Solid Edge starts. This option provides a spacious, uncluttered canvas for an experienced user.

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Using the tabbed document interface

A tabbed document interface in all environments lets you view and switch easily between all of your open document windows. Two different context menus plus tab controls are available.

• You can drag the tabs to change the display order of documents in the tab list bar.

• When you right-click a document tab (1) , you can choose from commands for creating new windows and closing document windows. The following commands are also available:

o Open Containing Folder—Opens the directory of the currently selected file in Windows Explorer.

o Copy Full Path—Copies the path of a selected file to the clipboard so that you can quickly navigate to the parent directory.

• When you right-click the tab list bar (2), you can choose commands for arranging, collapsing, and restoring windows.

•

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When you have many documents open, or when you have the same document open in multiple windows, you can: o Display the next and previous documents using the right and left arrow controls shown in the following image.

o Scroll through the open document tabs using the mouse wheel .

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User assistance features in Solid Edge

The Learn Solid Edge user assistance docking window A set of tabs is available along the perimeter of the application window. By default, these are collapsed in Auto-Hide mode . • The Learn Solid Edge pane (1), the YouTube video pane (2), the Facebook pane, and the Solid Edge Community pane are opened as individual tabs when you hover over them.

• If you turn off Auto-Hide so that a window is pinned in the open position, then the tabs are displayed together in a tab set owned by the user assistance docking window.

• If the Help command at the top of the application window is activated , you can use it to quickly reopen the Learn Solid Edge pane. If you hover over the button, you can press F1 to open Solid Edge Help and Training.

• You can selectively reopen any closed tab using the list button on any open docking window:

• Like other docking windows, you can rearrange the tabs, tear them off, and reassemble them. To learn how to do these things, see the help topic Manipulate docking windows.

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Tooltips

Tooltips help you identify a user interface element, including command icons, option buttons, and other gadgets. When you point the cursor at a user interface element, a label displays the name of the command and a brief description of what it is. You can turn tooltips off and on using the following options on the Helpers tab of the Solid Edge Options dialog box. • Show basic tooltips—Displays a brief description for commands, buttons, and gadgets in the user interface. Where applicable, shortcut keys are also listed.

• Show enhanced tooltips—Displays additional information for some commands. This includes text and an image.

• Show video clips—Displays the same text as above, but replaces the image with a video clip.

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Command tips

Command tips provide contextual assistance as you work with Solid Edge. You can enable them by setting the Show command tips option on the Helpers tab of the Solid Edge Options dialog box.

Example

A description of how to use this reference plane displays in this command tip (1).

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Resources for learning Solid Edge You can access the following Learning Media resources from Solid Edge.

Search If using web help, you can search across all help and training in the entire collection. For more information, see Searching web help. If using local help, you can only search for information in the help file. However, there are many little-known controls that allow you to narrowly define and locate the information you want. To learn these tips and techniques, see Searching local help.

Solid Edge Help Solid Edge Help provides topics that cover theory, step-by-step procedures, and information on commands and dialog box options. To access this content, press F1 when Solid Edge is running, or click the link, Open Solid Edge Help, on the Learn Solid Edge docking pane:

• If you are using web help, then the Solid Edge ST9 Help and Training home page is your starting point for finding links to What’s New, a tour of the user interface, recommended learning paths for users with different experience levels, and videos.

• If you are using local help, then the links on the Learn Solid Edge pane open help in a local help window or in a .pdf document, depending on what you select.

Tutorials (targeted workflow learning activities) Task-specific tutorials help you get the most from Solid Edge. These hands-on activities are a quick way to learn the basics of modeling. Without a lot of detailed explanations, tutorials guide you through common workflows, so you will feel more confident exploring the product and experimenting on your own. The full collection of tutorials is available on the web. Even if you do not have Internet access, however, there are some tutorials that are installed with Solid Edge.

• Start with the basic tutorials by selecting the Try a start-to-finish workflow (PDF) link on the Learn Solid Edge pane. This opens a .pdf document containing four tutorials.

• In web help, you can see images of all of the tutorials by selecting the Quick reference to tutorials link on the home page. You also can browse to Training→Tutorials in the table of contents.

Solid Edge self-paced and classroom courses A full library of all Solid Edge self-paced and instructor-led courses is available if you have access to the Internet. With self-paced courses containing dozens of individual topics, we present overviews, activities, and videos to help you learn the fundamentals of solid modeling, assembling components, drawing production, and much more. This is the same material that many of our partners use for

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classroom training. We don't think there is anything better than classroom training—but we also know many of you prefer to learn on your own. To see the list of all of our courses: In web help, in the Learn to use Solid Edge section at the top of the Solid Edge ST9 Help and Training home page, see Choose an in-depth course from our self-paced and classroom courses.

Customizing Solid Edge

With an automation-aware programming tool, such as Microsoft Visual Basic, you can customize Solid Edge with the Solid Edge Software Development Kit (SDK).

On the Learn Solid Edge docking pane, under Other Documents, click Programming with Solid Edge.

Solid Edge Community

Participate in the Solid Edge Community. Here you can find the following resources: • The Solid Edge Knowledge Base, which contains tips, tricks, and other practical information.

• The Solid Edge Discussion Forum—You can post questions and get personalized answers in the Solid Edge discussion groups.

• The Solid Edge Community Blog, in which topics are written by and for members of the community.

On the Application menu, select the Learn page, click User Community.

Solid Edge website

On the Solid Edge website, you can learn more about the Solid Edge product line. You can also get information on training, read customer success stories, and more.

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Searching web help

Solid Edge web help supports advanced full-text searches. The benefit of using web help is that it displays search results for the entire help collection, tutorials, and self-paced training courses. The Search functions are located at the top of every Solid Edge web help page.

After you type the basic search word or phrase in the search box and click the Search button , the unfiltered results are listed in the main Help window. Each search result displays: • A result type icon.

• The title of the document that contains it.

• Some contextual information surrounding the search term.

• The name of the content area where the information is located.

What do the search result icons mean?

There are three icons representing different types of content that appear in the search results.

This icon Represents this content type A topic in Solid Edge Help. If you click a Help topic link, it is displayed in the same window as the search results. A tutorial or self-paced training course. If you click one of these search result links, it is opened in a new browser window. A .pdf document. When selected, these search results are opened in Adobe Reader.

Filtering the search results

You can use the Filter by content types (Help, Tutorials, and Printable course books) in the left pane to refine the results. You also can use advanced search functions to locate specific instances of information.

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Example If you enter units in the search box, then the number of results for each content type are listed in the Filter by pane. You can expand a content type, and then choose specific content areas that you want to search in.

If you want to find information pertaining to units in simulation, you can expand the Help content type, and then select the check box in front of Simulation Finite Element Analysis Help and Training. When you check the box, the search results update You can continue selecting content areas to further narrow the results

Search tools and related links

You can use advanced search tools and tips to find specific types of content and to navigate through the search results.

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Use this option To do this Advanced Search Find specific instances of a word or phrase. Displays the Advanced Search options. Use the Search button at the bottom of the Advanced Search page to launch the advanced search.

Note You can find the Advanced Search link alongside the search box.

Search tips Display tips and techniques for constructing search phrases, using wildcard and special characters, refining the search, and controlling search term highlighting.

Note You can find the Search tips link at the top-right side of the Advanced Search form.

Return to the Solid Edge Help and Training Home page. (1) Navigate through the hierarchy of Help categories using breadcrumb links, displayed here. (2) Breadcrumb links keep track of your location. You can find your way back by clicking the breadcrumb links between the carat symbols (>).

Note You also can use the Back button on your web browser.

Change the number of results displayed per page. (1) Display the next page of results. (2)

Print the help topic currently displayed.

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Use this option To do this What are you looking for? Displays topic links that are related to the topic shown in the (related links pane) Help window. Links are organized by information type under the following headings: Note • How do I—Links to related procedures. You can show and hide the related links in this • Learn more about—Links to conceptual and reference pane topics. These provide a broader context for the related using the procedures and commands. Collapse/Expand • Look up more details—Links to related command and dialog control . box topics.

• Related topics—Although not always available, they link to related content in other areas of Help.

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Searching local help

Using the search feature Solid Edge local help supports advanced full-text searches. The following search options are available: basic search, wildcard search, nested search, or boolean search. You can also search for similar words, or you can search through a previous results list. The basic rules for formulating queries are as follows: • Searches are not case-sensitive, so you can type your search in uppercase or lowercase characters.

• You can search for any combination of letters (a-z) and numbers (0-9).

• Punctuation marks such as the period, colon, semicolon, comma, and hyphen are ignored during a search.

• Group the elements of your search using double quotes or parentheses to set apart each element. You cannot search for quotation marks.

Search tips for local Help Follow these tips to get the most out of searching Help. • To narrow your search results—Group elements of your search using double quotes or parentheses.

Example To get information about the Zoom slider but not the other zoom functions, type “zoom slider” in the search box, and then click the List Topics button.

• To widen your search results or when you are not sure what something is called—Use wildcard expressions to search for words or phrases. Wildcard expressions allow you to search for one or more characters using a question mark or asterisk.

Example The search string dimension* displays topics that contain the term "dimension," "dimensional," and so on.

• Further specify your search criteria—There are several things you can do to tailor the search to get more specific results. o Narrow your previous results by searching within the subset of topics using the Search Previous Results option.

o To search for topics that include all forms of a word, use the Match Similar Words option.

Example For example, a search on the word "add" will find "add," "adds," and "added".

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o To find topics where the keyword is of primary focus, set the Search Titles Only option before you search.

• Sort results alphabetically—After you have searched, click the Title column header to sort the generated topic list alphabetically.

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Lesson 2: Views

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Changing model view direction using shortcut keys

You can use keyboard shortcut keys to change the view of the model and to fit the model contents to the active window.

To look at this view Use these shortcut keys top Ctrl+T front Ctrl+F right Ctrl+R bottom Ctrl+B back Ctrl+K left Ctrl+L isometric Ctrl+I dimetric Ctrl+J trimetric Ctrl+M currently locked sketch plane or command Ctrl+H plane

Note

• Another way to change view direction is to use the View Orientation command located on the Status bar at bottom-right of the application window.

• Instead of using shortcut keys, you can click faces and corners on the Quick View Cube control in the graphics window.

• Another way to change view direction to the currently locked sketch plane is to use the

Sketch View command .

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Quick View Cube control

Use the Quick View Cube control to rotate the view by selecting specific locations on the cube.

1 Face—Select any face and the model rotates to present that view. 2 Isometric view 3 Edge—Orients to the 45-degree view of the two faces that share the selected edge. 4 Rotates clockwise. 5 Rotates counter-clockwise. 6 Home—Rotates to the standard ISO view. Settings—Adjust the display of the control using the Quick View Cube Settings dialog 7 box. Standard orthogonal view—Rotates to the appropriate corresponding orthographic 8 view based on the faces that share the selected corner.

Note If you close the Quick View Cube and want to open it again, choose the Home tab→Orient

group→Quick View Cube Settings command , and select the Show Quick View Cube in window check box.

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Rotating a view

A variety of view rotation commands are available on the View tab→Orient group.

For example, using the Rotate command , you can select the x-axis, and then type 180 on the command bar to specify that you want to rotate the view 180 degrees about the x-axis.

You can also use model geometry to define the focus of rotation. For example, you can use select a linear edge on the model to rotate the view about a part edge. Some of the other view orientation commands include the following: • Use the Quick View Cube to rotate a view to any principal or isometric orientation of the model geometry.

• Use the Look at Face command to define the view orientation using a planar face or reference plane. The view is rotated such that the selected face is normal to the view direction, and parallel to the computer screen.

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• Use the Spin About command to rotate a view about a selected face. When you select a face, a rotate tool is displayed at the point you selected on the face. The rotate tool consists of two linear axes, which you can use you rotate the view about. For example, you can select the axis that is normal to the face and drag the cursor to rotate the view, or type a precise value on the command bar.

You can rotate a view with one of the 3D viewing commands at any time, even when you are in the middle of another command. For example, consider the following workflow. Step 1: Select the Rib command.

Step 2: Define the rib up to the point where you are about to select a side to offset.

Step 3: Select the Rotate command and rotate the view. When you exit the Rotate command, the Rib command is still active; you can pick up where you left off.

Step 4: Continue constructing the rib by selecting the offset side.

Rotating with 3D input devices

Solid Edge supports 3D input devices. These devices allow you to dynamically rotate the model on-screen without using the Rotate command. For example, you can use a SpaceBall to rotate a view dynamically. For more information on the SpaceBall, see the Rotating Views with SpaceBall topic in help.

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Zoom in or zoom out

Zoom in or zoom out using the Zoom command

1. Choose the Zoom command from either of the following locations: • On the status bar at bottom-right in the application window.

• On the ribbon in the View tab→Orient group.

• In View and Markup on the ribbon in the View tab→View Navigation group.

2. Do one of the following:

To Do this Zoom in once. Click (This doubles the magnification.) Zoom out once. Shift+click Zoom in and out dynamically. Click+drag the mouse.

Tip To exit this command, right-click, or press the Esc key, or select another command.

Zoom in or out using the mouse wheel

In the Assembly, Part, and Sheet Metal environments, you can use the mouse wheel to zoom in and out.

1. Click Zoom .

2. Do one of the following: • Rotate the wheel backward to zoom in at the current cursor location.

• Rotate the wheel forward to zoom out.

Tip To change the direction the wheel zooms, set the Reverse zoom directions option on the View page of the Solid Edge Options dialog box

Zoom in or out using keyboard shortcuts

Do either of the following • To zoom out, press Ctrl+Down arrow or Ctrl+Right arrow.

• To zoom in, press Ctrl+Up arrow or Ctrl+Left arrow.

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Pan a view

Panning a view moves the view within the window.

1. Choose View tab→Orient group→Pan .

2. Do one of the following: • Click in the view you want to pan, and then click again to show how far you want to move it.

• Click+drag to pan the view dynamically.

Tip To exit this command, right-click, or press the Esc key, or select another command.

Panning a view using shortcut keys

To pan the view without selecting the Pan command, use the following keyboard combinations.

To move the view in this direction Use these keys Pan dynamically Shift+drag the middle mouse button Pan up Shift+Ctrl+Up arrow Pan down Shift+Ctrl+Down arrow Pan left Shift+Ctrl+Left arrow Pan right Shift+Ctrl+Right arrow

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Lesson 3: Commands

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Finding commands in Solid Edge

Finding commands quickly with Command Finder To find commands quickly, use the Command Finder located on the status bar. You can search for the command by command name or by capability.

Command Finder also aids more experienced users migrating to Solid Edge from other products. Typing a search term or keyword from a competing product will find the matching command in Solid Edge.

When you type a term and click Go , the Command Finder dialog box displays results that contain your search term. For available commands, you can use the results shown in the Command Finder dialog box to: • Locate the command in the user interface.

• Read the associated Help topic.

• Run the command.

• To see results in other environments, you can use the Show matches outside environment option on the dialog box.

• You can click the Help button in the Command Finder dialog box to read the associated Help topic. Help works even for commands not available within the current environment.

• You can turn Command Finder on and off using the Command Finder option on the Customize status bar shortcut menu.

To learn more, see the Help topic, Find a command with Command Finder.

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Find a command with Command Finder Find a command

1. On the status bar, in the Command Finder box, type the term you want to search for.

Tip • You can use partial terms that describe either the name of the command or its capability.

• You can type a command name or term used in another CAD product to get the corresponding command name in Solid Edge.

2. Click Go . The Command Finder dialog box displays the search results. This includes a text description of the command and the associated command icon, if applicable.

3. In the Command Finder dialog box, do any of the following:

To Do this Move the cursor over the command description or icon in the results list, and watch as See where the command is located Command Finder highlights its location in the user interface.

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To Do this Click the command icon or description.

Tip Run the command Only commands that are available in the current environment can be executed. These are displayed in black text.

Read the Help article associated with a Click the Help button preceding the command command icon. a. Right-click the status bar at the bottom of the application window.

Turn Command Finder on and off b. From the Customize Status Bar menu, set or clear the Command Finder option. The user interface is updated when you close the menu.

Tip • If commands that match your search term are available in other environments, then you can click the Show Matches Outside Environment link that appears at the bottom of the Command Finder dialog box.

• Even if a command is unavailable in your current environment, you still can click the Help button to read the Help article, and Command Finder will highlight its location in the user interface.

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PromptBar

PromptBar is a prompt and message area capable of showing multi-line text, illustrations, images, and links that access additional information. Its default location is directly below the graphics window, but you can move it and then re-size it to suit your needs. You can also turn it off. At the right side of the PromptBar window are controls for text display. • You can change the prompt font size by clicking the Grow Font and Shrink Font buttons.

• You can expand and collapse the number of lines available to display information by clicking the Multi-line arrow.

• You can use the Auto Hide feature to gain more graphics window working area, yet still benefit from prompting. Auto Hide collapses the window to a tab state until you move your cursor over it.

PromptBar is a docking window, and can be managed like other docking windows.

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Manipulate PromptBar

The default location of PromptBar is directly below the graphics window, but you can move it and then re-size it to suit your needs. You also can change the size of text, or you can turn it off. The following instructions reference these specific PromptBar controls.

(1) grabber bar (2) Grow Font button (3) Shrink Font button (4) Display multiple lines of text (5) Docking Window Display List button (6) Auto Hide (or Un-hide) button (7) Close button

In addition, there are docking sticker controls that are common to all docking windows. Docking stickers help position docking windows. To learn more, see this Help topic: Reposition a window using docking stickers.

Make prompt text smaller or larger

Do one of the following: • Click Shrink Font (3) to make prompt text smaller by one font size. Each time you click the button the font size decreases by one.

• Click Grow Font (2) to make prompt text larger by one font size. Each time you click the button the font size increases by one.

Automatically hide PromptBar

• To hide PromptBar while you are working, click the Auto Hide button (6). The result looks like the following, with PromptBar collapsed to a tab state.

• To see prompts and messages when PromptBar is in auto-hide mode, pause your cursor over the PromptBar tab. When you move your cursor off the tab, PromptBar is hidden again.

• To restore PromptBar to its full display state and pin it in place, click the Un-Hide button .

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Show multiple lines of text • Click (4). Up to three lines of text can be displayed.

Move and dock PromptBar • Press the grabber bar (1) while you drag PromptBar to a new location. o You can dock PromptBar above, below, and to the left and right of the window.

o Like any other dockable window, you can drag PromptBar into another window that contains a set of tabs, such as PathFinder or the command bar.

To learn more about docking windows and how to use docking stickers, see this Help topic: Managing docking windows.

Make PromptBar smaller 1. Move PromptBar out of the Solid Edge window frame.

2. Pause the cursor at one of the edges, and when the re-size indicator appears, click and drag the edge to resize it.

Restore PromptBar to its previous location • Double-click the PromptBar window title bar.

Tip If you have added PromptBar to another window tab set, you cannot restore it to its default size and location using this technique. Instead, use the docking stickers and the technique described in the Help topic, Manipulating docking windows.

Turn PromptBar off 1. Click the Docking Window Display Menu button (5).

2. On the Display menu, clear the PromptBar check box.

3. Click the Close button (7). PromptBar is removed from the user interface.

Turn PromptBar on 1. On any of the visible docking windows, such as command finder or PathFinder, click the Docking Window Display Menu button (5).

2. On the Display menu, select the PromptBar check box.

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Radial menus

Radial menus are round menus with commands positioned in a circular fashion around the cursor.

The commands are contained in wedge-like regions. Commands are selected from radial menus by: 1. Holding down the right mouse button to display the radial menu.

2. Continuing to hold the right mouse button while dragging the cursor over a wedge.

3. Releasing the mouse button to activate the command on that wedge.

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Manipulate the command ribbon

To minimize the on-screen real estate occupied by the command ribbon, you can collapse it so that only its tabs are displayed.

Minimize the ribbon

To minimize the ribbon, do one of the following: • Right-click a tab group name or an unoccupied area on the ribbon, and then choose Minimize The Ribbon.

• Click the Customize arrow located at the right side of the Quick Access toolbar

, and then choose Minimize The Ribbon. The command ribbon is collapsed so that only the tabs are visible.

Tip To select a command when the ribbon is minimized, first click the tab to expose the commands, and then click the command.

Restore the command ribbon

To restore the command ribbon to its full display state, do one of the following: • Right-click a tab group name or an unoccupied area on the ribbon, and then clear the Minimize The Ribbon option.

• Click the Customize arrow located at the right side of the Quick Access toolbar

, and then clear the Minimize The Ribbon option.

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Using the command bar

The command bar contains a context-sensitive set of command options. You can use the command options to direct how a command is applied. The command bar can appear in two different forms. The command bar appearance is controlled on the Helpers tab in the Solid Edge Options dialog box. The default form is a horizontal toolbar. The other option is to use a vertical docking window. In the vertical form, the command bar title bar displays the name of the command in progress. The horizontal command displays the icon associated with the command in progress. Each command option is labeled for easy identification. If you position the cursor over an option, a tooltip describes how the option is used. In the docking window form (A), for commands that contain a variety of options, the options are grouped by category. Each group is separated from the others by a group button.

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Example This is how the command options are displayed on the command bar when you are adding a Smart Dimension. (A) vertical docking window form (B) horizontal form

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In the vertical command bar form (A), to hide or show the options available for a group, such as the Format group or the Properties group, click this icon , which is located on the group button. The direction that the icon points indicates whether the options will be rolled up and hidden under the group button, or rolled down and made visible.

Using the vertical command bar group buttons in a process

In some cases, the docking window (or vertical) command bar uses a group button to indicate step-by-step options in a multistep process.

• If the group button is yellow, then it is the active step. You must select an option under the button to provide input to the process.

• If the group button is blue, it is a completed step. However, you can click the group button to activate the step and change your input.

Example This is how the docking window command options are grouped under group buttons on the command bar when you are extruding a face. The Extent Step is the active step.

3-12 User interface basics spse01501 Lesson 4: Selection handles

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Handles overview When you select certain types of elements in Solid Edge, one or more element handles are displayed. You use handles to modify or manipulate the selected element. For some geometry, you can also use handles to construct new geometry. The type of handle displayed depends on the type of element you select. For example, you can use the Select tool to select a 2D wireframe element, such as an arc, and then use the manipulation handles (A) to change the size, shape, or position of the arc.

In other cases, you can use a handle to construct new elements. For example, you can use the Select tool to select a sketch region (A), and then use the extrude handle (B) to construct an extruded feature that adds or removes material from the model (C), (D).

In some cases, you can choose a different modification option from the command bar.

2D element handles 2D elements such as lines, arcs, and circles have handles (A) at their keypoints. You can modify the selected element by positioning the cursor over the handle, and then dragging the handle to change the size, shape, or position of the element.

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Dimension modification handles

Two types of handles are available for dimensions: a dimension value edit handle and dimension format edit handles. The handles differ for 2D dimensions and for model PMI dimensions. Dimension value edit handle for model PMI dimensions When you click the dimension text on a dimension (A), the value edit handle is displayed (B) near the selected dimension. The dimension value edit handle displays a dialog box (C) for modifying values, plus directional controls.

A 3D arrow (A) is displayed on the side of the model which will be modified, and a 3D sphere (B) is displayed on the side of the model that will remain stationary.

You can also use the options on the dialog box to control how the model reacts to a dimension edit. Use the direction arrows to specify which side of the model is modified (A), and which side remains stationary (B).

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You can also control which side of the model is modified when you select the dimension, by positioning the cursor on the dimension text closest to the side you want to modify. As you move the cursor, the 3D terminator displays updates.

For more information about value edit handles, refer to the following help topics:

• Dimension value edit controls

• Edit the model using PMI dimensions

Dimension format edit handles When you click the dimension lines or extension lines on a dimension (A), formatting handles similar to 2D element handles are displayed (B). You can use these to change the length of the dimension and extension lines.

For more information, see the following help topics:

• PMI edit handles and cursors (for 3D dimensions)

• Dimension edit handles (for 2D dimensions)

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Extrude handle

When you click a sketch region (A), the extrude handle (B) is displayed.

When you click either of the arrows on the extrude handle (A), you can construct an extruded feature (B) that adds or removes material from the model.

Revolve handle

When the extrude handle (A) is displayed, click the extrude handle origin (C) and drag the handle to the sketch element that defines the axis of revolution (B). The handle changes to a revolve handle.

You can also get the revolve handle by doing the following: When the extrude handle (A) is displayed, you click the Revolve command on command bar (B), to display the revolve handle (C). You use the revolve handle to construct revolved features.

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To construct a revolved feature, first drag the revolve handle origin (A) so that the revolve handle is aligned with a sketch element that defines the axis of revolution (B).

Then click the torus (A) on the revolve handle to construct a revolved feature that adds or removes material (B).

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Steering wheel handle When you click one or more model faces or features (A), the steering wheel handle is displayed (B).

You can use the steering wheel to edit the model by moving or rotating the elements in the select set. For example, you can click the primary axis arrow (A) to move the selected face (B). The adjacent faces update their positions automatically.

Note When you click a single planar face, only the origin and primary axis of the steering wheel are displayed. When you click multiple faces, the entire steering wheel is displayed.

For more information, see Modifying models using the steering wheel and 2D steering wheel.

Note You can also use the steering wheel to move or rotate sketches, sketch elements, reference planes, and face groups.

2D steering wheel handle The 2D steering wheel is on-screen handle that looks and behaves similar to the steering wheel. The 2D steering wheel (A) is displayed when you select procedural features, such as holes, dimples, and so forth. It is also displayed when you select a cylindrical face. It often displays in conjunction with the edit definition handle (B). You use the components of the 2D steering wheel to move or rotate selected elements.

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Edit definition handle

When you select a manufactured feature, such as a counterbore hole, two handles are displayed: the 2D steering wheel (A) and the edit definition handle (B).

When you click the edit definition handle (A), the handle is activated, and a dialog box (B) is displayed near the selected text. You can use the options on the dialog box to edit the properties associated with the feature, such as the diameter, depth, and so forth.

Note The edit definition handle is also displayed when you select a pattern, round, or thin wall feature, and when you select a part in an assembly.

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Cursors overview

Various types of cursor graphics are used in Solid Edge. Unique cursor graphics are displayed in the following types of workflows: • To indicate the active command, such as the Select, Zoom Area, and Pan commands.

• When you highlight or select certain types of elements.

• To indicate the current step in the active command.

The following tables list a representative sample of some of the cursor types.

Command cursors Cursor image Command name When is it displayed? When you start the Select Select command. When you start the Zoom Area Zoom Area command. When you start the Zoom Zoom command. When you start the Pan Pan command.

Operation cursors Cursor image Cursor type When is it displayed? When multiple selections are QuickPick available, such as in the Select command. When drawing 2D elements, 2D drawing such as lines, arcs, and circles, and placing dimensions. When defining the draft plane in Draft plane the Add Draft command. When defining the faces to draft Faces to draft in the Add Draft command. Available in synchronous documents when the Selection Add/Remove Mode option is set to Add/Remove.

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To indicate which steering wheel operation is currently available, the default Select cursor updates when you position the cursor over different elements on the steering wheel.

Steering wheel cursors Cursor image Operation When is it displayed? Cursor is over the primary axis, Move selected elements. secondary axis, or base plane.

Rotate selected elements. Cursor is over a torus.

Change orientation of primary or secondary Cursor is over a primary axis or axis. secondary axis knob. Cursor is over the secondary Create a flange on a sheet metal part. axis.

To indicate which PMI dimension edit operation is currently available, the default Select cursor updates when you position the cursor over the different elements on the dimension.

PMI dimension edit cursors

Cursor image Operation When is it displayed?

Cursor is over the dimension Edit the dimension value. text. Drag a terminator inside or outside the Cursor is over a dimension projection lines. terminator. Cursor is over a dimension line Modify the dimension properties. or projection line.

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Element and object selection Selecting elements and objects—such as lines, arcs, dimensions, annotations, features, reference planes, reference axes, parts, subassemblies—tells Solid Edge that you want to perform operations on them. Some commands are available only when you have selected an element first. For example, before you can select the Copy command, you must select something to copy. Other commands prompt you for selections as they run. When you select the Trim command, for example, you are prompted to select one or more elements to trim.

When the Select command is running and you select an element or object, the following things happen: • Its color changes to the selection color. You can change this color with the Solid Edge Options dialog box.

• For some types of elements, one or more handles are displayed, so you can manipulate the element.

• For some types of elements, properties and the operations you can perform on the element are displayed on a command bar.

Note For more information on the types of handles available and how you can use them, see the Help topic, Handles overview.

Selection sets

You can select any number of elements and objects at once. Operations such as delete, move, copy, and rotate affect all selected elements simultaneously. The collection of elements or objects that is currently selected is called the selection set.

Selecting with QuickPick

You can use QuickPick to identify overlapping elements by highlighting them one by one, and to select individual elements from the QuickPick list. You can display QuickPick by moving the cursor onto overlapping elements and pausing until the QuickPick prompt (A) appears. The prompt indicates which mouse button to click to display the list.

For more information, see Selecting with QuickPick.

Selection filters

You can use the Home tab→Select group→Selection Filter list to control element selection. For example, when selecting with a fence, you can choose Uncheck All to remove all the elements from the selection set, and then select only the specific elements you want to include. Or, you can

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choose Reset to return all of the elements to their default state so you can specify which items you want to exclude.

Locate zone for 2D selections

In the Draft environment, the cursor is an arrow with a locate zone indicator at the end.

As you move the cursor, any element that the locate zone passes over is displayed in the highlight color. When an element is highlighted, you can click to select it.

In the Draft environment, you can restrict the types of items that are located using the Select Options dialog box, which is available from the Draft, Profile, and Sketch Selection command bar.

Selecting parts adjacent to a part

In the Assembly environment, you can drag the cursor to create a 3D selection box. You can use the 3D Box Select option on the Selection Manager menu to create a 3D selection box around a selected part. The 3D box selects additional parts that are in the proximity of the first part.

For more information on defining select sets using the Selection Manager Mode command, see Defining select sets in synchronous parts and assemblies.

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Selecting parts based on part size

You also can select parts in an assembly based on their size. To do this, use the Select Parts by Size button on the Home tab in the Select group. Then use the Part size box on the command bar to control the size of the parts that are selected and highlighted.

Selecting visible parts

You can select parts in an assembly based on whether they are partially or completely visible. To select all visible parts, use the Select Visible Parts button on the Home tab in the Select group.

Selecting with search criteria

You also can select parts in an assembly by defining search criteria based on the document properties of the parts in the assembly. For example, you can create a select set of parts that have a particular material property defined, such as stainless steel. To search by criteria, you can use the Query dialog box to first define the query parameters of interest. The query is saved using a name you define and is added to the Select Tools tab in PathFinder. When you want to use the query to find and select parts that match the query parameters, double-click the query name on the Select Tools tab. Parts that match the query are selected in the assembly window. For more information, see Find a part in an assembly.

Using handles to manipulate selected 2D elements

Handles are solid circles at significant positions on a selected drawing element, such as end points and center points. Use handles to directly modify the element—drag a handle to change the element's shape. Although you can select more than one element at a time, only one element can have handles displayed at a time. For more information, see Handles overview.

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Steering wheel overview

The steering wheel is a graphical tool or handle that you can use to move or rotate 2D and 3D geometry you have selected.

You can use the steering wheel to move or rotate the following types of elements: • Reference planes (except the base reference planes)

• Coordinate systems (except the base coordinate system)

• Sketches

• Sketch elements

• Curves

• Faces

• Features

• Design bodies

Progressive exposure

The display of the steering wheel handle can vary based on the elements in the select set. This display variation is called progressive exposure. This means that in many modeling scenarios, only some of the steering wheel components are displayed when you select an element. For example, when you click a single model face (A), only the origin knob and primary axis on the steering wheel are displayed (B).

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You can then click the primary axis arrow on the steering wheel to move the selected face. The adjacent faces update automatically.

When you click to finish the move operation, all the components on the steering wheel display.

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Clicking the origin knob displays all of the steering wheel components and attaches the cursor to the origin so you can move the steering wheel freely.

Steering wheel handle components and function basics You use the various components on the steering wheel to specify how you want to modify the elements in the select set. The following illustrations show the name and primary function for each component of the steering wheel using the left mouse button.

Steering wheel tool plane The tool plane is used to move or copy the selection keeping the direction of movement within the plane.

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Shown below is an example of using the tool plane to move a selection.

The tool plane is used to reorient the steering wheel. Shift+click the tool plane will reorient the axes as shown.

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Steering wheel origin knob

The origin knob is used to reposition the steering wheel. As the origin moves over faces, the axes will align to the valid geometry. To keep the original orientation of the steering wheel when repositioning, Shift+click the origin knob.

Steering wheel axis knob

The axis knob is used to orient the axis in the direction the selection will be moved or copied.

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Shift+click the axis knob will rotate the orientation of the steering wheel in the plane of the torus.

Ctrl+click the axis knob will rotate the orientation of the steering wheel in the plane perpendicular to the torus.

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Steering wheel axis

Clicking an axis will drag the selection in the direction of the axis.

Shift+click will move the steering wheel in the direction of the axis chosen.

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Steering wheel torus

The torus is used to move or copy the selection about the axis of the torus. It can also be used to create a revolved protrusion from a face or region.

Shift+click the torus will reposition the steering wheel by rotating about the torus axis.

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Graphic handle (3D steering wheel)

(1) torus (2) tool plane (3) origin (4) X axis (5) Y axis (6) knob (7) Z axis (normal axis)

The steering wheel displays in a minimal state when selecting a face (1) and displays fully exposed when selecting a feature (2). In a minimal state, only the primary axis appears. To fully expose the steering wheel, click the origin and move it to an edge, keypoint or face of the model.

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Selection manager

Selection Manager

Use Selection Manager to add or remove items from a select set using the topological and attribute data of a selected object.

When in the Selection Manager mode, a green dot attaches to the cursor.

Clicking on a face displays the Selection Manager menu. The topological relations relate only to the face where the green dot is selected. The topological relations listed in the Select Manager menu are determined by the type of face selected (planar, non-planar, cylindrical, partial cylindrical). You can also switch to a Selection Manager mode. On the Home tab→Select group, in the Select list, choose the Select Manager Mode command . You can also start the Select Manager mode by pressing Shift+Spacebar. To end the Select Manager mode, press the Spacebar.

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Selection Manager Overview continued

When in Selection Manager mode, selecting a face displays the Selection Manager menu, which allows you to add items to the current select set. As you pass your cursor over the menu items in the Selection Manager menu, faces on the model that match the menu criteria highlight in the graphics window. For example, you can use Selection Manager to select all the faces which are part of a cutout feature to which the currently selected face belongs.

4-24 User interface basics spse01501 Lesson 5: Creating and editing a part model

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Constructing synchronous extruded features using the Select tool

In the synchronous environment, you can use the Select tool to construct extruded features. When you select a valid sketch element, such as a sketch region, both the Extrude command bar (1) and the extrude handle (2) appear.

The command bar contains the options required to construct a wide variety of extruded features. To start the feature construction process, you position the cursor over the arrow on the extrude handle and click (3). The cursor shape changes to a cross hair, and a dynamic representation of the feature is displayed, along with a dynamic input box, which allows you to type a precision value for the feature (4). To finish defining the feature (5), you can click the mouse, or type a value and press the Enter key.

Note The sketch elements used to define the feature are moved to the Used Sketches list in PathFinder and hidden. The sketch dimensions are migrated to the appropriate model edges.

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Using the Design Intent panel

The Design Intent panel opens when you make modifications to a synchronous model. The options on the panel allow you to control how much of the design intent that was previously built into the model is preserved or ignored as you make a move.

How to use the Design Intent panel

1. Select a face or feature on your synchronous model. Synchronous models use face relationships to control the model behavior when moving faces, defining 3D relationships, or editing dimensions. The Design Intent panel opens and displays a list of design intent relationships to evaluate. All the checked relationship options are examined when you make a move. Uncheck any relationship options you do not want to evaluate, or uncheck Design Intent to ignore evaluating any design intent relationships. Any changes you make persist through the session or until you restore the default settings Using the Advanced Design Intent panel.

2. Continue to select the faces or features to identify the extent of the selection set.

3. Move the selection set. The Design Intent panel updates to display the discovered relationships. All discovered relationships are highlighted in the model and move in relation to the selection set.

4. If more faces and features are discovered than you want, uncheck one or more of the relationship options to reduce or change the number of affected faces. Select the combination that preserves the design intent you desire. Press Enter to complete the move. Press Escape to cancel the move.

If you require more control, use the Advanced ... option or press V on the keyboard to open the Advanced Design Intent panel after you make the initial move. Use the options on the Advanced Design Intent panel to select how much design intent you want to preserve. The Advanced Design Intent panel and the features of the Solution Manager allow more control over the design intent that you want to preserve as a result of a move. See Using the Advanced Design Intent panel and Solution Manager Overview for more information. The Design Intent panel opens for the following types of synchronous modeling modifications: • When you move or rotate model faces or features in a synchronous part, sheet metal, or assembly environments • When you edit the value of a 3D dimension in a synchronous part • When you edit the dimensional value of a locked 3D dimension using the Variable Table (Tools tab→Variables group→Variables).

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Design Intent Panel Options

(1) Help Opens this help file. (2) Play video Plays a short video on how Design Intent works. (3) Pin panel Pins the Design Intent panel in place. Initially the panel appears adjacent to the face or feature clicked on the model. Once pinned, you can drag it where you want. When the pin is in this position, the Design Intent panel consistently displays in the current location until you move it or unpin it. An unpinned panel opens adjacent to the face or feature you click on the model. (4) Advanced... Opens the Advanced Design Intent panel. The Advanced Design Intent panel is used to further control which Design Intent relationships you want to preserve or ignore. See Using the Advanced Design Intent panel for more information. (5) Hide details/Show details Toggle between showing the full Design Intent panel or a minimized the panel that takes up less space in your graphics window. This setting is persistent. (6) Design Intent relationship options Check the relationship options that you want to evaluate when a face or feature is moved. The relationship options that are displayed vary by environment and the content of the model. For example, the options in a sheet metal document include the Thickness Chain relationship by default while the Relationships option is only displayed for parts that have defined persistent relationships. In the assembly environment the Dimensions and Relationships options are always displayed. Uncheck any items in the list that you do not want to be evaluated during the move operation. You can move the cursor over these items to display the shortcut key used to activate or deactivate them.

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(7) Design Intent Suppress evaluating any design intent relationships for the current move. The Dimensions (locked dimensions) or Relationships (persistent relationships) are independently controlled. The shortcut key is U.

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Lesson 6: PathFinder

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Using PathFinder in a part model

When working in a part model you can use the PathFinder to help you work with synchronous and ordered features that make up Solid Edge parts. PathFinder is a collection of the features, sketches, reference planes, dimensions, and coordinate systems that comprise the model. There is a synchronous portion and an ordered portion of the PathFinder tree. PathFinder can be used in a vertical docking window form (A) or in a form that floats in the document window (B). The Helpers page in Solid Edge options controls the PathFinder form.

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PathFinder provides alternate ways to view the features, besides looking at the part in a graphics window, and allows you to change the way the part is constructed. The feature viewing capabilities are especially helpful when you are working with a model that someone else constructed—you

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can see exactly what they did, and locate the feature responsible for any aspect of the part that you want to change.

PathFinder sketch symbols

Symbols in the left column of PathFinder give you information about the status of sketches. The following table explains the sketch symbols used in PathFinder: Legend Noncombinable sketch Combinable sketch Active sketch (combinable active sketch shown) Sketch with a problem (select the sketch in PathFinder and see the PromptBar for details)

PathFinder part symbols

Symbols in the left column of PathFinder give you information about the status of part features. The following table explains the part symbols used in PathFinder: Legend Suppressed part feature Feature with a problem (select the feature in PathFinder and see the PromptBar for details) Unsuccessful feature operation Feature has been rolled back (right-click feature and click Goto to roll feature forward) Floating feature origin occurs when the face the feature was originally placed on no longer exists. To fix this, right-click the feature origin, and then click Reposition Feature to define a new face for the feature.

Using PathFinder

You can use PathFinder for the following operations when working with a part model: • Selecting features, reference planes, sketches, construction surfaces, coordinate systems, PMI dimensions.

• Reordering features, reference planes, sketches, and construction surfaces.

• Displaying and hiding reference planes, sketches, construction surfaces, coordinate systems, detached features and so forth within the graphics window.

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Selecting features

When you position the cursor over an item in the list, the corresponding feature highlights. To select a feature, click the left mouse button.

You can select multiple features in PathFinder by holding the Ctrl key while selecting the features individually. You can use the Shift key to select all the features between the first and the last features selected. To deselect a feature from a list of multiple features, hold down the Ctrl key and select the feature to drop from the select set.

Reordering features

PathFinder allows you to drag a selected feature to a different position in the list. As you drag, PathFinder displays an arrow to show where you can move the feature.

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If the change invalidates other features, they are placed on the Error Assistant dialog box. You can use the Errors command on the Tools tab to display the Error Assistant dialog box to find and fix the problems.

Deleting features

To delete a feature in PathFinder, first select the feature, and then press the Delete key. You can delete multiple features by selecting them with the Shift key. You can also delete a feature by right-clicking the feature and choosing Delete on the shortcut menu.

Renaming features

By default, Solid Edge provides names for every feature you create. To rename a feature later, right-click the feature whose name you want to change and click Rename on the shortcut menu. Type the new name in PathFinder.

Detaching features

You can detach synchronous features that are part of the solid model using the Detach command on the shortcut menu when a feature is selected in PathFinder or the graphics window. When you detach a feature, it is removed from the solid model, changed to a construction surface, and hidden in the graphics window. You can use PathFinder to redisplay the construction surface. To learn more, see Detaching and attaching faces and features.

Grouping entries within PathFinder

You can define a named group for a set of entries within PathFinder. For example, you can define groups for the sets of features that define the main body, mounting locations, and rounds on a part.

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Creating a group for a set of PathFinder entries helps to consolidate long feature trees and can make it easier to locate, select, and manipulate a set of PathFinder entries as a unit. In the synchronous environment, the entries you want to group do not need to be contiguous, but they must all be in the same collection type. For example, you cannot define a group that contains entries from the Features collection and Dimensions collection. You define a group using the Group command on the shortcut menu when a contiguous set of entries is selected. You can use the Rename command on the shortcut menu to rename a group entry. You can also ungroup a previously defined group using the Ungroup command on the shortcut menu.

Creating user defined sets within PathFinder

You can define a named set for a related group of entries within PathFinder. For example, you can define sets of features that define the main body, mounting locations, and rounds on a part. To learn more, see Working with user defined sets.

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Sorting a Synchronous Collection in PathFinder

You can use the Sort commands on the shortcut menu when the cursor is positioned over a Collection title to sort the collection by name or by type. For example, you may want to sort the entries in the Features collection by feature type to make it easier to find a particular cutout you constructed. Because a synchronous model has no strict history tree order that must be maintained, its makes no difference in what order the entries in a collection are listed. (A) unsorted pathfinder view, (B) sort by name pathfinder view, (C) sort by type pathfinder view

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PathFinder in assemblies The PathFinder tab helps you work with the components that make up your assembly. It provides alternate ways to view the composition and arrangement of the assembly, besides looking at the graphics in a regular assembly window. You can also use PathFinder to in-place activate a part or subassembly so you can make edits to individual assembly components while viewing the entire assembly. The PathFinder tab is available when you work in an assembly or a subassembly within the active assembly. In the Assembly environment, you can also use PathFinder to view, modify and delete the assembly relationships used to position the parts and subassemblies, reorder parts in an assembly, and to help you diagnose problems in an assembly.

In the Assembly environment, PathFinder is divided into two panes. The top pane lists the components of the active assembly in a folder tree structure. Listed components can include: parts, subassemblies, assembly reference planes, and assembly sketches. The bottom pane shows the assembly relationships applied to the part or subassembly selected in the top pane.

Using the top pane The top pane of PathFinder allows you to do the following: • View components in collapsed or expanded form. For example, when you expand a subassembly, you can view all of its parts.

• Highlight, select and clear components for subsequent tasks.

• Determine the current status of the components within the assembly.

• Determine how the assembly was constructed.

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• Reorder parts within an assembly.

• Rename reference planes, sketches, and coordinate systems.

• Place a component by dragging into the assembly from PathFinder rather than the Parts Library.

When you pass your cursor over a component in the top pane of PathFinder, it is displayed in the graphics window using the Highlight color. When you click a component it is displayed using the Select color. This allows you to associate the component entry in PathFinder with the corresponding component in the graphics window. When you move the cursor over a component in the assembly window, not only does the component display in Pathfinder using the Highlight color, but if the component resides in a subassembly, any parent assemblies are also displayed in lighter shade of that color. The same rule applies after selecting a component. The component displays in PathFinder using the select color and parent assemblies show up in a lighter shade of the select color. Figure A shows PathFinder in the Highlight color and Figure B shows PathFinder in the select color, with the parent assemblies shown in a light shade of those colors.

Note When you pass your cursor over or click the top-level assembly in PathFinder, it does not display in the highlight or select color. This improves performance when working with large assemblies.

Because the highlight and selection of components in large assemblies can impact performance, options are available on the Assembly tab in the Solid Edge Options dialog box that allow you to improve the performance when working with large assemblies. For example, options are available that allow you to simplify the display of highlighted and selected components in the graphics window

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and to disable the highlight of components in the graphics window when you pass your cursor over them in PathFinder.

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Determining the status of a component The symbols in PathFinder reflect the current status of the components in the assembly. The following table explains the symbols used in the top pane in PathFinder: Legend Active part Inactive part Unloaded part Part that is not fully positioned Part that has conflicting relationships Linked part Assembly copy Simplified assembly Simplified part Missing component Alternate components part Part position is driven by a 2D relationship in an assembly sketch Displayed assembly Adjustable Part Adjustable Assembly Driven Reference Fastener System Pattern group Pattern item Reference planes Reference plane Sketch Noncombinable sketch (synchronous only) Combinable sketch (synchronous only) Active sketch (synchronous only) Weldment Group of parts and subassemblies Motor Available In Work In Review Released Baselined

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Note The symbols in PathFinder can also represent combinations of conditions. For example, a symbol can show that a part is hidden and not fully positioned:

Determining how the assembly was constructed

The components in the top pane of PathFinder are listed in the order in which they were placed in the assembly. This can be useful when evaluating design changes. For example, if you delete a single assembly relationship from a part, the symbols for other parts could also change to indicate that the parts are no longer fully positioned. This occurs because the positioning of the other parts depended upon the part from which you removed the relationship. In this example, reapplying the single relationship should cause the other parts to also become fully positioned again.

Making changes to assembly components

You can use the top pane of PathFinder to open or in-place activate a part or subassembly so you can make design modifications. For example, you can select a part in PathFinder, then use the Edit command on the shortcut menu to in-place activate a part. You can then add, remove, or modify features on the part while viewing the other assembly components. You can also use geometry on the other assembly components to help you construct or modify features on the part. When you use the Open command to open an assembly component, you cannot view the other assembly components. When you in-place activate a subassembly, the display of PathFinder changes to make it easier to determine your current position within the assembly structure. For example, while in the top-level assembly A1.asm, if you in-place activate into subassembly S1.asm:1, subassembly S1.asm:1 is displayed using bold text and a contrasting background color is used for the subassembly and its components.

When you in-place activate a part for editing, you do not need to return to the assembly first to in-place activate another part or subassembly in the assembly. You can select another part or subassembly in PathFinder and use the Edit command on the shortcut menu to in-place activate the component for editing. When you are finished making the design changes, you can use the Close and Return command on the Home tab to return to the original assembly.

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When you in-place activate a part or subassembly for editing, you cannot collapse the assembly structure to which the part or subassembly belongs within PathFinder. For example, in the following illustration, part P2.par:1 has been in-place activated and it is in subassembly S1.asm. If you click the minus (-) symbol adjacent to S1.asm to collapse its structure, it will remain expanded.

Changing the display status of assembly components

You can use the top pane of PathFinder to control the display status of assembly components. For example, you can hide parts and subassemblies to make it easier to position a new part you are placing in an assembly. You can use the checkboxes adjacent to the assembly components in PathFinder to control component display or shortcut menu commands when one or more components are selected. The color of the text in PathFinder also indicates whether a component is displayed or hidden.

Reordering parts within an assembly

PathFinder allows you to drag a part to a different position within an assembly. As you drag the part, PathFinder displays a symbol to show where you can reposition the part in the assembly structure. The part will be positioned below the highlighted part occurrence in PathFinder.

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Grouping parts and subassemblies within an assembly

PathFinder allows you to select a set of parts or subassemblies in the active assembly, then specify that the selected components are a group using the Group command on the shortcut menu. The set of components is then collected into a group entry in PathFinder. You can then expand, collapse, or rename the group to a more logical name. Defining a group of parts reduces the space requirements for a set of parts, and allows you to gather together a set of similar parts into a logical group. This can make it easier to select the parts for other operations, such as displaying and hiding a set of parts. You cannot select nested parts or nested subassemblies. Grouping components is also useful when working with large assemblies that contain few or no subassemblies. You can select a set of parts, define them as a group with the Group command on the Pathfinder shortcut menu, then use the Rename command to rename the group to a more logical name.

Note Some assembly commands create a group of components automatically. For example, the Move Components command creates a group entry in PathFinder when you set the Copy option on the command bar.

You can ungroup a group using the Ungroup command on the shortcut menu when a group is selected in PathFinder. The Select Components command , on the shortcut menu when you select a group entry in PathFinder, activates additional commands and options for manipulating groups that would otherwise be disabled. For example, after selecting a group with the Select Components command, you can then apply a face style to the group of parts, or transfer the group of parts to another assembly.

Renaming PathFinder entries

You can use PathFinder to rename an entry for an assembly reference plane, sketch, group, or coordinate system. To rename an entry, select it in PathFinder, right-click and then click Rename. In the name box, type the new name for the entry.

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Finding parts

In a complex or unfamiliar assembly, it can sometimes be difficult to determine which subassembly a particular part is contained in. You can use the Scroll To command to quickly find a part in PathFinder. When you select a part in the assembly window, then click the Scroll To command on the shortcut menu, the display of PathFinder scrolls to the selected part. If the part is in a subassembly, the listing for the subassembly is expanded to display the part. To automatically scroll to a selected part, set the option Auto scroll in assembly pathfinder, on the assembly tab in Solid Edge options. When this option is set, pathfinder scrolls so that the selected part is visible in pathfinder. This is useful when working in large assemblies.

Replacing the file name with the document name formula value

You can use the Document Name Formula dialog box to replace the file name displayed in PathFinder with a value composed of document properties. Refer to the Replace a file name with a property value help topic for instructions. You can combine properties with additional characters to replace the file name. For example, you can separate two properties with dashes, such as Document Number–Revision Number. If a property does not exist or does not have a value, the property name is displayed in place of the property value, and the file name is displayed in parentheses after the value.

Note The Property list displays the properties that you can use to replace the file name. You can add a property that is not in the active document by typing [property name] in the Formula field.

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Using the bottom pane

When you select a part or subassembly in the top pane of PathFinder, you can use the bottom pane to view and modify the assembly relationships between the selected part and the other parts in the assembly. The document name is also displayed, as well as a symbol that represents the type of relationship. The following table explains the symbols used in the bottom pane in PathFinder: Legend Ground relationship Mate relationship

Planar align relationship Axial align relationship Connect relationship Angle relationship Tangent relationship Cam relationship Rigid set relationship Center plane relationship Gear relationship Suppressed relationship Failed relationship Driving relationship, such as a linked assembly driven part feature.

When you select a relationship in the bottom pane you can do the following: • View which elements were used to apply the relationship.

• Edit the fixed offset value of the relationship.

• Change the offset type of the relationship.

• Delete the relationship.

• Suppress the relationship

Note Double-click a relationship to display the edit dialog box for that relationship. When editing a relationship with missing geometry double click or edit definition will take you into a step to select and fix the missing geometry.

Shortcut menu for relationships

The shortcut menu for a relationship in the lower pane of PathFinder has the following commands:

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• Show

• Show only

• Zoom to

Note Zoom to is useful for finding the geometry used to define a relationship in large assemblies.

• Select Components

Note Select components puts the two components used to define the relationship into a selection set.

Viewing assembly relationships

When you select a relationship in the bottom pane, the elements used to apply the relationship are highlighted in the assembly window. For example, if you select a planar align relationship, the planar faces or reference planes that were used to apply the relationship highlight in the assembly window. This can help you determine how design changes need to be applied.

Modifying assembly relationships

When you select a relationship in the bottom pane, you can use the relationship command bar to edit the fixed offset value or change the offset type. For example, you may want to change a mate relationship from a fixed offset to a floating offset.

Note If you change the offset type from fixed to floating, you may have to make other relationship edits to ensure that the part remains fully positioned.

Deleting assembly relationships

If you delete an assembly relationship, the symbol next to the part in the top pane changes to show that the part is no longer fully positioned. The part is also placed on the Error Assistant dialog box list. It is good practice to apply a new relationship to the affected parts as soon as possible. If you delete too many relationships without applying new ones, it could become difficult to fully position the affected parts. If this occurs, you may have to delete the affected parts from the assembly and place them again.

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Replacing relationships

After you place a part in an assembly, you can replace any of its relationships. Select the part in PathFinder or in the graphics window, then click the Edit Definition button on the command bar. You can then select the relationship you want to replace from the Relationship List box on the command bar. Use the Relationship Types button to specify the new relationship you want to apply.

Note You can also delete the current relationship in the bottom pane of PathFinder and apply a new one using the Assemble command bar.

Conflicting relationships

If you change the design of parts in an assembly, some assembly relationships may no longer be applicable. When this occurs, the symbol next to the part or subassembly in the top pane of PathFinder will change to indicate that there are conflicting relationships and the part will be placed on the Error Assistant dialog box list. When you select the conflicted part or subassembly, the symbols for the affected relationships in the bottom pane of PathFinder are displayed in red. You can then evaluate the relationship scheme to determine how to repair the assembly. For example, you can delete the affected relationships and apply new relationships to fully position the part.

Suppressing assembly relationships

You can use the Suppress command on the shortcut menu to temporarily suppress an assembly relationship for a part. Suppressing an assembly relationship allows you to use the Drag Part command to evaluate how the part interacts with other parts in the assembly. When you suppress an assembly relationship, the symbol for the part in the top pane of PathFinder changes to indicate that the part is no longer fully positioned. Also, a symbol is added adjacent to the suppressed relationship in the bottom pane to indicate that the relationship is suppressed.

Note You can use the Unsuppress command on the shortcut menu to unsuppress the relationship.

Displaying document status in PathFinder

You can display the document status for components in PathFinder. For example, in an Insight-managed document, the status can be Available, In Work, In Review, Released, Baseline or Obsolete. The Status→Display Status command on the PathFinder shortcut menu turns on and off the display of symbols adjacent to the document names in PathFinder.

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Legend Available In Work In Review Released Baselined Obsolete

Dashed line in the bottom pane

Often a dashed line is displayed between sets of relationships in the bottom pane of PathFinder. The relationships above the dashed line were applied to parts that are above the selected part in the top pane of PathFinder. The relationships below the dashed line were applied to parts that are below the selected part in the top pane of PathFinder. You can edit the relationships above the dashed line and below the dashed line. For example, when you select Valve01.asm, the relationships above the dashed line were applied to Body01.par, which is above Valve01.asm in the top pane of PathFinder. The relationships below the dashed line were applied to Handle01.par and NutM15.par , which are below Valve01.asm in the top pane of PathFinder.

Managing relationships in nested assemblies

PathFinder can show relationships applied outside the active assembly. You can view the relationship by clicking the part in PathFinder.

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Multi-bodies in PathFinder

When more than one design body exists in a part or sheet metal file, PathFinder displays additional collectors. You use these collectors to manage design bodies. The main collector is named Design Bodies. All solid design bodies reside in this collector. When you change the design body type to construction, a Construction Bodies collector displays. You can turn the display on or off for any design or construction body.

Design Bodies collector

Construction Bodies collector

Design body features

Construction type features Active design body Inactive design body Active design body in assembly Active construction body Inactive construction body

Groups and User Defined sets

The creation of groups and user defined sets in PathFinder that include a design body is not supported. You can create groups and user defined sets that include features of design bodies.

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Lesson 7: Windows

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Change the window background color

You can change the background color and remove the gradient shading for better visibility of text and for printing.

1. Do one of the following: • In empty space in the graphics window, right-click and choose Background/View Overrides.

• Choose View tab→Style group→View Overrides .

2. In the View Overrides dialog box, click the Background tab.

3. On the Background tab: a. Click Solid.

b. (Optional) Select a color from the color list.

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Tip View styles are stored in each file. To make each new file you create use your preferred view overrides, edit the view style of the templates you use.

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Managing docking windows

What are docking windows?

Docking windows are windows that can be added to or grouped with other windows, or they can be moved so that they float alone. When a docking window is dropped into a suitable container window, the tools of the dropped window are added to the container window, and the icon representing the newly dropped window is displayed in the tab set.

Docking window examples

• In 3D environments, PathFinder resides in a tabbed docking window that includes, for example, the Feature Library, Family of Parts, Layers, and the Sensors pane. Each tabbed pane is a self-contained window, which can be dragged to a new location.

• In 2D environments, the Library resides in a docking window that also includes these tabbed panes: Groups, Layers, and Queries.

• Other docking windows include PromptBar, the command bar, and the Help window. These do not contain tab sets themselves, but they can be added to a tab set in another docking window.

Manipulating docking windows

Each docking window has its own set of on-demand controls for moving, sizing, and hiding them. This makes it easier to control the space available in the graphic window. Here are some of the ways you can manipulate a docking window: • Collapse it automatically to a compact state and have it reappear when you need it.

• Drag one docking window onto another to combine them into a single unit.

• Resize each docking window individually.

• In a tabbed docking window, rearrange the order in which tabbed pages are displayed.

• Turn it on and off.

• Move it out of the graphics window entirely.

Using docking stickers for precise movement

You can use docking stickers to provide precision placement of docking windows when moving them or combining them with other docking windows. Docking stickers are displayed only when you are moving a docking window.

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Rearranging tab sets

A tab set is a docking window that contains other windows. An example of a tab set is PathFinder (in 3D environments) and the Library (in Draft). Tabs on the container window permit tabbing between windows in the set. You can rearrange the order in which the tab set is organized, and you can add another docking window to a tab set. You also can tear off individual tabs and position them as standalone windows.

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Manipulate docking windows

You can manipulate docking windows using the following controls:

To Use this Do this Move a docking (A) title bar, grabber bar 1. Position the cursor on the title bar (A) located at top-left of window. the window.

2. Hold the left mouse button as you drag the window to a new location.

You can dock a window inside or outside the application window. You also can float it undocked anywhere.

Reopen a docking (B) Docking Window 1. On any open docking window, click the Docking Window window. Display Menu button Display Menu button (B).

Lists all available 2. On the menu, select the check box or icon in front of docking windows. the name of the closed docking window that you want to display.

Tip You also can reopen a docking window using the View tab→Show group→Panes command.

Float a docking Do either of the following: window. • Double-click the title bar of a docked window.

• Press the Ctrl key while dragging the window. This turns off the docking stickers so you can float the window near a border, in a position that would otherwise result in the pane being docked.

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Auto-Hide a (C) Auto-Hide button • (Start Auto-Hide) Click the Auto Hide button (C) once docking window. to collapse the window to a tab. In this collapsed state, you can still see and use the functions in the window by placing the cursor over the tab.

Example

• (Stop Auto-Hide) When the tab is fully visible, click the Un-Hide button to restore the window and pin it in place.

Return a docking Double-click the title bar of a floating window or a window window to its docked in a new location. previous size and location. Tip This technique does not restore a docking window to its default size and location if you have added it to the tab set in another window. To reposition these windows, use the precision tools called docking stickers. See the Help topic, Reposition a window using docking stickers.

Resize a docking splitter 1. Place the cursor over one of the gray dividers between window. docking windows.

2. When the splitter control is displayed, as shown in the illustration, hold the left mouse button as you drag the edge of the window to the size you want.

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Tear off a tab from 1. Position the cursor over the tab you want to tear off. a docking window. 2. Hold the left mouse button as you drag the tab out of the docking window.

Add a docking 1. Turn off Auto-Hide in the destination window. (This pins window to a tab the window in place.) set in another docking window. 2. Drag the tab or other docking window into the destination window.

3. When the group of docking stickers is displayed, as Note shown in the nearby example, move your cursor onto the round sticker in the middle of the group. The round sticker 4. Release the mouse button. represents a tab set. Reorder tabs in a 1. Position the cursor over the tab you want to move, and docking window. then press the left mouse button.

2. Drag the tab before or after another tab in the docking window.

3. Release the mouse button.

Close a docking (B) Docking Window 1. Click the Docking Window Display Menu button (B). window. Display Menu button 2. On the menu, clear the check box or icon in front of the (E) Close button docking window name.

3. Click the Close button (E).

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Maximize a (D) Maximize button Maximizing a vertically docked window is a fast way to vertically docked expose a long list of items—such as model geometry in the window. PathFinder pane or model relationships in command bar. • In the vertically docked window that you want to maximize, click the Maximize button (D). This expands the window you want to see more of and collapses the window docked vertically above or below it.

Tip This option is available only when a window is docked vertically with another window above or below it.

Restore a (D) Restore button Use the Restore option when you are done working in an vertically docked expanded docking window and want to return the vertically window. docked windows to their previous size. • In the vertically docked window that you previously expanded, click the Restore button (D).

Tip This option is available only after you have maximized a vertically docked window.

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Reposition a window using docking stickers

Docking stickers appear in response to your cursor location as you drag one docking window into another window or into the graphics window. Try the self-paced activity, Using docking windows.

Dock a window along the perimeter of the application window

1. Position the cursor on the grabber bar or title bar of the window you want to move.

2. Hold the left mouse button as you drag the docking window toward the edge of the Solid Edge application window where you want to dock it.

3. With the cursor positioned over the docking sticker along that edge, release the mouse.

Tip If you do not like the result, drag the window back to its previous location, and use the nearby docking sticker to restore it to its original state.

Position a window inside another window

1. Position the cursor on the grabber bar or title bar of the window you want to move.

2. Hold the left mouse button as you drag the window into another window where you want to dock it. A group of docking stickers is displayed in the middle of the destination window.

3. Position the cursor over one of the four directional stickers in the docking sticker group.

Example The shaded area shows how the window will be positioned when the directional arrow that points to the right is used. The shaded area also indicates that the window will be completely contained within the boundary of the destination window.

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4. When the preview is displayed, release the mouse.

Tip To dock the window so that it extends the full length of the application window—Position the cursor over a directional arrow sticker along the perimeter of the application window.

Add a docking window as a tab

1. Click this button in the destination window to pin the window in place and turn off Auto-Hide.

2. Drag the docking window into the destination window where you want to add it to an existing tab set or as a new tab.

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3. When the group of docking stickers is displayed, move your cursor onto the round sticker in the middle of the group. The round sticker represents a tab set.

A shaded preview of the tab is displayed inside the destination window.

4. Release the mouse button. The tab appears as another tab in the tab set.

Turn off docking stickers

• To turn off the docking stickers, press Ctrl as you drag the window.

Float a window

Do either of the following: • Double-click the title bar of a docked window.

• Press the Ctrl key while dragging the window.

Tip This enables you to float the window near a border, in a position that would otherwise result in the pane being docked.

Return a floating window to its previous location

• Double-click the title bar of the floating window.

7-12 User interface basics spse01501 Lesson 8: Activity: Using docking windows

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Activity: Using docking windows

Learn how to reposition docking windows using docking stickers.

8-2 User interface basics spse01501 Actiiviity: Using docking windows

Open a part file

For this activity, create a new part file.

Step 1: Click the Application button .

Step 2: On the Application menu, click the New tab, and then click the new part file icon labeled, for example, ISO Metric Part or ANSI Inch Part.

An empty Solid Edge part document is created. The file shown below is based on an ISO template. It is opened in the synchronous environment.

Note • The locations of the windows referenced in this activity vary with the work space theme that is selected and with the version of Solid Edge that you are using. The windows may be arranged on the right or the left side of the application window, or along the top or bottom. They may be collapsed into a tab or fully expanded.

• The following example shows the initial window arrangement when you are using the theme, Balanced—Solid Edge Default.

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Dock a window along the perimeter of the application window

Docking stickers located at the perimeter of the overall application window provide precise docking along the top, bottom, left, and right sides of the application window. A shaded rectangle shows a dynamic preview of the window extent and location as you drag the window over a docking sticker.

Note The locations of the windows referenced in this activity vary with the work space theme that is selected and with the version of Solid Edge that you are using. They may be arranged on the right or the left side of the application window, or along the top or bottom. They may be collapsed into a tab or fully expanded.

Step 1: Position the cursor on the title bar of the PromptBar window.

Step 2: Hold the left mouse button as you drag the PromptBar window toward the right side of the Solid Edge application window.

Step 3: When the cursor is positioned over the docking sticker along the right side, observe the shaded preview, and then release the mouse button.

Note When you use a docking sticker located along the perimeter of the application window, the docking window you are moving extends to the full height (or width) of the application window. Other docking windows are shortened to accommodate it.

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Step 4: Return PromptBar to its initial position and size by doing the following: □ Place your cursor on the title bar of PromptBar and drag it toward its original location.

□ When the docking sticker along the perimeter of the window activates, release the mouse button.

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Dock a window inside another window

Docking stickers that appear in a group at the center of the graphics window or another eligible container window provide precise docking within that container.

Note Depending on the work space theme you are using, the Layers window may be collapsed to a tab alongside the application window, or it may already be open and pinned in place. When pinned, the Layers tab is displayed in a docking window along with related tabs, such as the Family of Parts tab and the Sensors tab.

Step 1: Locate the Layers tab or window (1).

Step 2: Turn off Auto-Hide mode (2).

Step 3: Position the cursor in the title bar of the Layers window (3).

Step 4: Drag the Layers window toward the center of the graphics window. Notice the group of docking stickers that appears there. □ Move your cursor over each of the docking stickers and observe how the window preview changes.

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□ When the cursor is positioned over a docking sticker that points to the right, and the preview is displayed as shown in the following illustration, release the mouse button.

Step 5: Drag the Layers window back to its original position in the application window. To do this, use the docking sticker that points to the left, as shown in the following illustration.

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Tip Docking sticker groups are available in other windows, as well as in the center of the application window.

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Add a docking window as a tab

You can add a docking window as a new tab to a docking window that already contains a tab group. To do this, you can use the round docking sticker at the center of a docking sticker group. You will add the Learn Solid Edge window (the user assistance window) as a new tab to the window that contains the Layers tab, among others. This is the destination window. Step 1: Verify that the destination window (the window that contains the Layers tab, among others), is open and pinned in place, as shown in the following illustration. If it is not, turn Auto-Hide mode off.

Step 2: Display the Learn Solid Edge pane , which usually is located along the right side of the application window, and turn Auto-Hide mode off to pin it in place. Now there should be two docking windows open and their contents visible.

Step 3: Position the cursor in the title bar of the Learn Solid Edge window (1), and then hold the left mouse button as you drag it into the destination window (2).

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Step 4: When the following group of docking stickers is displayed inside the destination window, move your cursor onto the round sticker at the center of the group.

Step 5: As you do this, a shaded preview of the new tab is displayed inside the destination window.

Step 6: Release the mouse button. The Learn Solid Edge window is added as another tab to the tab set. Look for the question mark tab, as shown in the following example. You can scroll through all of the tabs in the tab set using the right and left arrow buttons.

Step 7: You can separate the tabs into individual windows by dragging the tab instead of the title bar. For example, to detach the Learn Solid Edge window from the tab group and return it to its original position, place your cursor on the Learn Solid Edge tab and drag it onto the docking sticker at the opposite side of the window.

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Tip • You can use Auto-Hide again once the tab has been added to a tab set or separated from one.

• You also can add a docking window to a tab set by dragging it onto the title bar of the tab set between two existing tabs. Release the mouse button when tab preview displays.

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Restore a closed docking window

Experiment further with docking windows by following the instructions below.

Reopen a closed window

To restore windows that you closed using the Close control and cannot find, use one of the following techniques.

• Choose View tab→Show group→Panes , and from the menu, select the name of the docking window that you want to reopen.

• In any of the other open docking windows, click the Display Docking Window Menu button , and then select the name of the docking window that you want to reopen.

Float a window

When you drag a docking window outside the application window, it becomes an independent (floating) window. To float a window, do one of the following: • Double-click the title bar of a docked window.

• Press the Ctrl key while dragging the window.

Tip Pressing the Ctrl key enables you to float the window near a border, in a position that would otherwise result in the pane being docked.

Return a floating window to the last position

To return a floating window to the last position: • Double-click the title bar of the floating window.

Turn off docking stickers

To turn off the docking stickers: • Press Ctrl as you drag the docking window.

8-12 User interface basics spse01501 Actiiviity: Using docking windows

Summary

In this activity, you learned how to use docking stickers to manage the windows in your work space. • Docking windows can be added to or grouped with other windows, or they can be moved so that they float alone. When a docking window is dropped into a suitable container window, the tools of the dropped window are added to the container window, and the icon representing the newly dropped window is displayed in the tab set.

• Examples of docking windows include PromptBar, the command bar, Feature Library, and the Simulation pane, as well as each tabbed pane within the container window.

• Each docking window has its own set of controls, which you can use to auto-hide, size, collapse vertically or horizontally, and close the window.

• There is also a set of globally available docking stickers, which you can use to precisely reposition docking windows. These are displayed only when you are moving a docking window.

spse01501 User interface basics 8-13

Lesson 9: Customize your workspace

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Overview of customizing Solid Edge

You can increase your productivity using Solid Edge customization features. • You can use the Customize command on the Quick Access toolbar to create a new user interface theme, or to apply changes to one of the themes that are delivered with Solid Edge. For more information, see Solid Edge themes.

• You can use the Layout tab (Customize dialog box) to define the default arrangement, location, and show or hide state of docking windows, user assistance tools, and command bars.

• Add commands to, and delete commands from, the Quick Access toolbar.

• Create custom command ribbon bars to improve your productivity.

• Create new keyboard shortcuts to better suit your workflow.

• Change or delete default keyboard shortcuts.

• Use macros to speed up routine tasks.

• Create user-defined templates that include properties for documents you frequently create.

• Customize Solid Edge options to change the color of Solid Edge menu or UI elements.

You can use the Customize Quick Access Toolbar command to access the Customize dialog box, which you use to add and remove commands from the Quick Access toolbar, create your own custom command ribbon bars and to add and remove keyboard shortcuts. You can also reset customized tools to their original state. You can use the Run Macro command on the Application menu to access the Run Macro dialog box, which you use to create, run, update, or remove macros.

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Solid Edge themes

Solid Edge delivers a set of user interface themes that offer a predefined arrangement of graphical tools, user assistance tools, commands, and docking windows based on your familiarity with Solid Edge or with other CAD products. Solid Edge themes offer a trade-off between the amount of work space that is available for displaying a model or a drawing, and how command bars and docking windows, such as PathFinder, are arranged within the application window. User assistance tools, such as the PromptBar and the Command Assistant, are turned on and off based on the anticipated experience level of the theme you choose. Each Solid Edge theme name aligns a layout of the user interface (a user interface theme) with the experience level associated with a different type of user (a persona theme).

Choosing a theme

There are two ways you can choose a theme. 1. You can choose a user interface theme at the start of your initial session when you install a new version of Solid Edge.

2. If you find that the theme you chose initially is not suited to your way of working, you can choose a different theme using the Customize dialog box in Solid Edge. Themes are listed in the Customize dialog box by their persona theme name. You also can create your own theme in the Customize dialog box.

Choosing a theme at startup

The user interface theme names that you see in your initial Solid Edge session are identified in the first column of the following table.

User interface theme name Recommended for Theme highlights Maximum Assistance Customers who are new to Turns on the Command computer-aided design (CAD). Assistant, in addition to easy-to-see prompts and enhanced tooltips. Some Assistance Customers making the transition Provides some user assistance, from other CAD products, such as: especially SolidWorks. • Enhanced tooltips.

• Command prompts and command options.

• Descriptive text along with graphics on buttons.

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User interface theme name Recommended for Theme highlights Maximum Workspace Customers who have used Collapses tool panes and Solid Edge and are comfortable uses graphical buttons and working with collapsed user a horizontal command bar interface controls. to maximize the design work space. Tooltip video clips are turned off. Balanced Customers who have used the Provides a balance between out-of-the-box user interface increased work space and fully delivered with Solid Edge. displayed user interface tools. This is the default Solid Edge theme. Use my custom theme from the Customers who have a custom Administrator can make a previous release of Solid Edge company theme can select it company theme available to using this option. Solid Edge users.

Note No matter which theme you choose: • You can use options in the Solid Edge Options dialog box, on the Helpers tab, to turn tooltips on and off.

• You can control the level of tooltip content that is displayed (basic, enhanced text and image, or enhanced text and video clips).

• You can add enhanced tooltips to your workspace theme in the Customize dialog box, on the Layout tab.

• You automatically participate in the Solid Edge Product Improvement Program. You can use options in the Solid Edge Options dialog box, on the User Profile tab, to opt out or opt in to the program.

Academic themes

Academic themes can be selected to help simplify the process of learning Solid Edge for young learners. The themes provide a single-tab interface that contains a reduced number of tools and commands for each environment that should be sufficient to initially learn Solid Edge using a simplified interface.

These academic themes can only be selected by educators and students who are operating on a Solid Edge Academic License. Two sets of themes are available:

First Steps This theme is designed for used by our youngest modelers as they initially learn Solid Edge. It provides a simplified interface for learning part, assembly, and draft skills, with an emphases on synchronous modeling techniques.

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Next Steps This theme provides more tools and commands for young modelers as they tackle more ambitious synchronous modeling skills.

Selecting one of these themes results in displaying a theme-specific tab in the user interface. Only the functionality required to initially learn Solid Edge for the target audience is present on the tab. The selected theme name is displayed on the tab for each of the modeling environments including part (synchronous), assembly, and draft. The full complement of tabs are available by selecting a professional theme, so the student is not deprived of any Solid Edge functionality.

Choosing a theme in the Customize dialog box

There are two ways to change from one theme to another: • By selecting the Application Button→Settings tab→Themes command.

• Using the Themes menu, which is available when you select the Customize arrow on the Quick Access Toolbar in the upper left corner of the application interface, as shown here:

In the Customize dialog box, themes are listed by the persona name for which they are designed. The following table provides a cross reference between the persona theme name and the user interface theme name.

This user persona theme name Maps to this user interface theme New to CAD Maximum Assistance SolidWorks Experience Some Assistance Solid Edge Expert Maximum Workspace Solid Edge Default Balanced

Customizing Solid Edge themes

You can adjust the layout of the delivered Solid Edge themes using the Customize command on the Quick Access toolbar. When the Customize dialog box is displayed, you can make changes to the theme by changing the options on the Layout tab. Layout changes can be saved to the out-of-the-box themes using the Save button, but changes to the command ribbon, the Quick Access toolbar, the radial menu, and to keyboard settings cannot.

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If you want to customize these features of the user interface on top of the Solid Edge themes, you must use the Save As button. You also can create a user-defined theme and apply options to it using all of the tabs in the Customize dialog box. For more information, see Customize the layout of the user interface.

Controlling themes through SEAdmin

Two options in the Solid Edge Administrator, SEAdmin.exe, control the display of Solid Edge themes: • You can prevent the theme selection dialog box from being displayed at the beginning of a new Solid Edge version session using the option, Disable display of the user interface theme selection dialog box.

• You can prevent the predefined theme folders and files from being created using the option, Do not create user interface theme folders and files. The exception is that the default theme folders and files, Balanced - Solid Edge Default, are always created.

For more information about SEAdmin.exe, see Managing user privileges and document locations.

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Customize the layout of the user interface

You can use the Layout tab in the Customize dialog box to create a new user interface theme or to make changes to the out-of-the-box themes delivered with Solid Edge.

1. On the Quick Access toolbar, click the Customize arrow , and then choose Customize .

2. In the Customize dialog box, click the Layout tab.

Note In the Customize dialog box, Solid Edge themes are listed by the persona for which they are designed. The following table provides a cross reference between the persona theme name and the user interface theme name that you see after installing a new version of Solid Edge.

User persona theme name Maps to this user interface theme New to CAD Maximum Assistance SolidWorks Experience Some Assistance Solid Edge Expert Maximum Workspace Solid Edge Default Balanced

3. On the Layout tab (Customize dialog box), do one of the following:

Make changes to a Solid Edge theme

a. From the Theme list, select the theme that you want to modify.

b. Select or clear user interface layout options as needed.

c. Click Save. Create a custom user interface theme

a. From the Theme list, select a theme to use as the basis for the new theme.

b. Select or clear user interface layout options as needed.

c. Click Save As.

d. In the Save Theme As dialog box, type a unique name for the new theme.

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Tip • When you create a user-defined theme on the Layout tab, you also can apply changes to the theme using the Keyboard, QAT, Ribbon, and Radial tabs in the Customize dialog box.

• When you modify a Solid Edge theme, only the options on the Layout tab can be changed. If you dislike the changes you made to a theme, you can select the Reset button on the Layout tab to restore the user interface options on the Layout tab as follows: o For Solid Edge themes—The out-of-the-box configuration of the user interface for the selected theme is restored.

o For user-defined themes—The settings on the Layout tab are restored to the defaults of the Solid Edge theme from which the user-defined theme is derived.

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Customize the Quick Access toolbar

You can customize the Quick Access toolbar to help you perform your tasks more efficiently. • You can add commands to it and remove commands from it, so that the Quick Access toolbar contains the commands you frequently use.

• You can organize commands by changing the command order and adding separators and spacers to group them.

• You can move the Quick Access toolbar above or below the command ribbon.

Add commands to the Quick Access toolbar

1. Open the Customize dialog box using one of these methods: • Right-click a command on the ribbon and choose Customize Quick Access Toolbar.

• Click the Customize arrow , and from the menu, choose More Commands.

2. In the Customize dialog box, click the Quick Access tab.

3. Select the relevant environment from the Environment to customize list.

4. On the Quick Access page, from the Choose commands from list, select the category that contains the command you want to add to the toolbar.

5. From the Commands list, select the command.

6. Click Add.

Tip • A faster way to add a single command to the Quick Access toolbar is to right-click the command icon on the ribbon, and then choose Add To Quick Access Toolbar.

• The changes you make are set per environment, so you can use different settings in different environments. This also means that when you change documents between Draft and Part, for example, you need to customize your settings in both places to keep the same options available.

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Remove commands from the Quick Access toolbar 1. Open the Customize dialog box using one of these methods: • Right-click a command on the ribbon and choose Customize Quick Access Toolbar.

• Click the Customize arrow , and from the menu, choose Customize.

2. In the Customize dialog box, click the Quick Access tab.

3. Select the relevant environment from the Environment to customize list.

4. On the Quick Access page, from the right-hand column, select the command you want to remove from the toolbar.

5. Click Remove.

Tip A faster method for removing a command or command group is to right-click the command on the Quick Access toolbar, and then choose Remove From Quick Access Toolbar.

Organize the commands on the Quick Access toolbar 1. Open the Customize dialog box using one of these methods: • Right-click a command on the ribbon and choose Customize Quick Access Toolbar.

• Click the Customize Quick Access Toolbar arrow , and from the menu, choose Customize.

2. In the Customize dialog box, click the Quick Access tab.

3. Select the relevant environment from the Environment to customize list.

4. On the Quick Access page, from the right-hand column, select the command you want to move.

5. Click the Move Up button or Move Down button until the command is positioned where you want it.

You also can organize the commands you add to the toolbar by inserting a vertical separator or spacer to group them.

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1. From the right-hand column, select the command you want to appear before the separator or spacer.

2. Click the Separator or Spacer button. A dashed, horizontal line, or a space, appears in the command list in the Customize dialog box. On the Quick Access toolbar, a vertical separator is displayed, like this:

Tip • Separators and spacers are inserted after the currently selected command.

• You cannot insert a separator or spacer as the first or last item in the list, but you can move it using the Move Up and Move Down buttons.

• You can delete a separator and spacer using the Remove button.

Move the Quick Access toolbar

• Right-click the ribbon, and then do one of the following: o Select the Show Quick Access Toolbar Below The Ribbon command. This moves the toolbar directly above the graphics window. It also makes room for you to add more shortcut commands to the Quick Access toolbar.

o Select the Show Quick Access Toolbar Above The Ribbon command. This restores the Quick Access toolbar to its default location at the top of the application window.

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Customize the command ribbon

You can customize the command ribbon to help you perform your tasks more efficiently.

• You can add commands to it and remove commands from it, so that the command ribbon contains the commands you frequently use.

• You can organize commands by changing the command order and adding separators to group them.

• You can organize tabs by changing the tab order.

• You can control the size of ribbon bar buttons and whether or not they display text.

Add commands to the command ribbon

1. Open the Customize dialog box using one of these methods:

• Right-click a command on the ribbon and choose Customize the Ribbon.

• Click the Customize arrow , and from the menu, choose Customize the Ribbon.

2. Select the relevant environment from the Environment to customize list

3. From the Choose commands from list, select the category that contains the command you want to add to the ribbon.

4. From the Commands list, expand the categories and select the command.

5. Click Add.

Tip • The changes you make are set per environment, so you can use different settings in different environments. This also means that when you change documents between Draft and Part, for example, you need to customize your settings in both places to keep the same options available.

Remove commands from the command ribbon

1. Open the Customize dialog box using one of these methods:

• Right-click a command on the ribbon and choose Customize the Ribbon.

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• Click the Customize arrow , and from the menu, choose Customize the Ribbon.

2. Select the relevant environment from the Environment to customize list

3. From the right-hand column, select the command you want to remove from the ribbon.

4. Click Remove.

Organize the commands on the command ribbon

1. Open the Customize dialog box using one of these methods: • Right-click a command on the ribbon and choose Customize the Ribbon.

• Click the Customize arrow , and from the menu, choose Customize the Ribbon.

2. Select the relevant environment from the Environment to customize list.

3. From the right-hand column, select the command you want to move.

4. Do one of the following: • Click the Move Up button or Move Down button until the command is positioned where you want it.

• Click the Separator button.

A dashed, horizontal line appears in the command list in the Customize dialog box. On the command ribbon, a vertical separator is displayed, like this:

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Tip • Separators are inserted after the currently selected command.

• You cannot insert a separator as the first or last item in the list, but you can move it using the Move Up and Move Down buttons.

• You can delete a separator using the Remove button.

Organize the tabs on the command ribbon

1. Open the Customize dialog box using one of these methods:

• Right-click a command on the ribbon and choose Customize the Ribbon.

• Click the Customize arrow , and from the menu, choose Customize the Ribbon.

2. Select the relevant environment from the Environment to customize list.

3. From the right-hand column, select the tab you want to move.

4. Click the Move Up button or Move Down button until the tab is positioned where you want it.

Control the size of ribbon bar buttons and whether or not they display text

1. Open the Customize dialog box using one of these methods:

• Right-click a command on the ribbon and choose Customize the Ribbon.

• Click the Customize arrow , and from the menu, choose Customize the Ribbon.

2. Select the relevant environment from the Environment to customize list.

3. In the right pane of the dialog box, in empty space, right-click, and choose Button Options from the shortcut menu to display the Button Options dialog box.

4. Choose the options on the Button Options dialog box that best suit your preferences.

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Customize the keyboard You can create custom keyboard shortcuts to help you perform your tasks more efficiently. You can also assign new keyboard shortcuts to commands. You can delete existing keyboard shortcuts, either default shortcuts or shortcuts you have created.

Create a keyboard shortcut

1. Open the Customize dialog box using one of these methods: • Right-click the ribbon or the Quick Access toolbar, and then choose Customize Quick Access Toolbar.

• Click the Customize Quick Access Toolbar arrow , and choose Customize.

2. In the Customize dialog box, click the Keyboard tab.

3. On the Keyboard page select the relevant environment from the Environment to customize list.

4. From the Choose commands from list, select the category that contains the command you want to assign a keyboard shortcut.

Note The Command list updates depending on the category you select.

Note If you select the All Tabs option, expand the tabs and groups to see the individual commands.

5. Click the Modifier field, then click it again to access a list of valid modifiers and select the appropriate modifier.

Note You do not have to define a modifier if you want to use a function key.

6. In the Key box, type any key, number or function key you want to use as the shortcut.

Note If you leave the modifier field undefined, click in the Key field to expose a list of valid function keys.

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7. In the Usage section, select one of the following: • Use in specified environment only: use the shortcut only for the environment defined by your Environment to customize.

• Use in all environments: use the shortcut consistently across all environments.

Tip • You can view a list of default keyboard shortcuts by selecting All Keyboard Assignments from the Choose commands from list.

• You can print the keyboard assignments using the Print button.

Remove a keyboard shortcut

• Click in the Key field, and then press the Delete key. Click in another field. The shortcut is removed.

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Customize the radial menu

You can customize the radial menu to help you perform your tasks more efficiently.

• You can add commands to it and remove commands from it, so that the radial menu contains the commands you frequently use.

• You can organize commands by changing the wedges they occupy.

Add commands to the radial menu

1. Open the Customize dialog box using one of these methods:

• Right-click a command on the ribbon and choose Customize Quick Access Toolbar or Customize the Ribbon.

• Click the Customize Quick Access Toolbar arrow , and from the menu, choose Customize.

2. In the Customize dialog box, select the Radial Menu tab.

3. Select the relevant environment from the Environment to customize list

4. From the Choose commands from list, select the category that contains the command you want to add to the radial menu.

5. From the Commands list, expand the categories and select the command.

6. Drag the command to the radial menu image.

7. Drop the command onto a wedge on the radial menu image.

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Tip • The changes you make are set per environment, so you can use different settings in different environments. This also means that when you change documents between Draft and Part, for example, you can customize your settings in both places.

Remove commands from the radial menu

1. Open the Customize dialog box.

2. Select the Radial Menu tab.

3. Select the relevant environment from the Environment to customize list.

4. Select a wedge containing the command you want to remove.

5. Drag it into the white space surrounding the menu.

Organize the commands on the radial menu

1. Open the Customize dialog box.

2. Select the Radial Menu tab.

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3. Select the relevant environment from the Environment to customize list.

4. From the radial menu image, select the command you want to move.

5. Drag the command to another target wedge.

Note If the target wedge is occupied by an existing command, the two swap positions.

spse01501 User interface basics 9-19

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