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The purpose of this package is to help you get familiar with TriMech, and help you get started with your new software. Answers to common questions, procedures to solve common problems, and more are included. To start, proceed to the page referenced below:
How Do I.... Install my software? Set up all my preferences? Know which mouse button to push? Learn about keyboard shortcuts? Figure out how to do something by myself? Get Technical Support? Login to various web sites that I might need? Update my software (why, when,and how)? Figure out what else I can do with this software?
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Install SolidWorks: Insert SolidWorks CD#1 Choose "ANSI" when asked for a drafting standard for most US installations. Choose "Custom" if you purchased PhotoWorks, Animator, Toolbox, FeatureWorks, or Mold Base When asked, you should probably "Allow Model Changes From Drawings" unless you are a drafter and are not allowed to modify parts.
Complete the Registration Wizard during installation to register SolidWorks. A code will be emailed to you within a few days. SolidWorks will function for 30 days without the code. If you try to avoid this step, your software will stop working after 30 days and the next SolidWorks upgrade will not be shipped to you because they don't have your address!
Visit www.solidworks.com (Training and Support, Video Card Testing) and look for the version of video driver approved for your video card Newer driver versions are usually OK, but older versions need to be updated. Follow recommendations on the web page for "Suggested Settings"
I'm a Power User!
Complete tutorials: Chapters 1-5 in "Getting Started" guide What type of user would you say you are? Attend TriMech Training: "SolidWorks Basic Training" (5 days)
I've never used any 3D software, and I'm not very comfortable with the whole idea
Attend each advanced day: Complex Part Design Advanced Sheetmetal Design
At any time later, sign up for ongoing training: * Complex Part Design * Advanced Sheetmetal Design Attend update training with each new release
Preferences:
Examples:
! ! ! ! ! ! Screen Background color Where you keep your files If you want to name features as they are created How many backup copies you want per document If new drawing views should have hidden lines removed And many, many more.
Each document SolidWorks creates can have settings specific to that document.
These settings can be changed by opening the document in question, and going to Tools/Options. Select "Document Properties", and adjust. These settings are stored in Document Templates, which are stored collections of settings. It is highly recommended that you customize the templates, so that you create custom, specific templates for your use. Your templates can even have some starting geometry in them!
Factory setting
Customized
Mouse
Left Button
Right Button
SHORTCUTS! Shows common commands for the current situation
By itself:
CTRL
SHIFT
Middle Button
(If available)
Click and drag: Rotate current part or assembly (or pan if it is a drawing)
CTRL
Pan Zoom
SHIFT
Time Saver!
Keyboard Customization
! ! ! ! ! !
Start SolidWorks and open any document Go to Tools/Customize/Keyboard Select the category the command resides in (or Macros to have it look for macros in the /SolidWorks/Macros directory) Scroll down the commands to the command you are interested in. Click in the "Press a new shortcut key" area Press the key you would like to assign to this command and hit "Apply" 3
to move by 90
NOTE: Before using any of these keys, be sure the proper window (the one you want the key to act on) has the "focus". If not, click somewhere in the window and it will become active, allowing the keyboard shortcut to function properly
ALT
Redraw screen Pull up View listing (double-click to activate a view off the list)
(space)
CTRL
SHIFT
Previous view
CTRL O
Open a file Create a New file Save current file Print current document Undo Cut Copy Paste Rebuild
Zoom out
CTRL N
SHIFT
Zoom in
CTRL S
CTRL
Selection Filters
E
CTRL
Toggle selection of edges Toggle selection of vertices Toggle selection of faces Allow selection of all objects
Others
A
CTRL
CTRL
CTRL
F6
CTRL
CTRL
Technical Self-Help:
Crucial!
SolidWorks Help
most commands by pressing the ? symbol, with the added benefit that it jumps immediately to the relevant section of the help!
Here's one option that is often underutilized. In SolidWorks, there is an area under Help/SolidWorks Help Topics, that is searchable, hyperlinked, and indexed, with examples. It is also accessible in
Each copy of SolidWorks, and every Full Upgrade that ships, contains a book called the "Getting Started" guide. In this book, there are brief descriptions of many tools, techniques for common commands, and tutorials for SolidWorks, PhotoWorks, Animator, and FeatureWorks! It is also available from within the software by going to Help/ Getting Started Manual. While not as thorough as the tutorials in the Getting Started Guide, there are some basic tutorials inside the program that are accessible from Help/ Online Tutorial.
Online Tutorial
Crucial!
www.SolidWorks.com
This is a extremely valuable resource that is often overlooked. Start at www.solidworks.com/html/support.cfm for general bulletins, video card testing, enhancement requests, etc. From there, Subscription Service customers can log in* for access to Software Downloads, a searchable Knowledge Base, the Model Library of downloadable parts and programs, status updates of SPR bug tracking numbers, Webcasts to show how the program can be used for various applications, anonymous Customer surveys, and more!
www.TriMechTech.com
www.TriMechTech.com is a launch point for more local information. Our Support Engineers try to keep you notified of important issues, our suggestions for hardware to use with SolidWorks, internet sites we find helpful, and provide several shortcuts to links at SolidWorks that are extremely important. There is also a link to our Technical Support system**, and a collection of free utilities for our users to use and/or learn to program with.
* See Page 7 for a description of how to log in to SolidWorks Subscription Area ** See Page 7 for a description of how to log in to the TriMech Technical Support Help Desk
Technical Support:
Because TriMech has offices spread across a large region, you will find your support may come from anywhere. TriMech has a common database of all current and past issues so that any engineer can assist, even with issues you had been discussing with another engineer! This also means that our central call center will need to receive your Please try to remember that our message and distribute it to the engineers' main engineers on duty. Please be sure to focus is assisting with problems with leave a detailed message when you the software. We call so the call center can route your can usually provide call to the appropriate engineer and advice in the form of 888-TRIMECH simple "How To" get you a return call as quickly as (888-874-6324) answers, but we www.trimechtech.com possible! cannot train users Your Options
Subscription Service customers have several options for technical support:
over the phone or email.
By visiting www.trimechtech.com*, users can create their own calls, search our Frequently Asked Questions, and update or modify their issues. Just remember your login name and password! This method is among the quickest available, as the problem is automatically routed to the appropriate Engineer!
If you send an email to support@trimech.com, it will be routed to the Engineers on duty. Please include a full description of the problem, and, if possible, example files (remember that sending an assembly requires sending the parts also, and a drawing requires other documents also!) If attachments are > 10MB or so, please use our FTP site**
Telephone
As mentioned above, calling 888-TRIMECH and asking for Technical Support will allow our Help Desk personnel to contact the appropriate Engineer to get you a response. This is also the only method to guarantee a return call after hours and on holidays, as personnel will be paged if you leave a message in the voice mail system "Tech Support" mailbox.
* See Page 7 for a description of how to log in to the TriMech Technical Support Help Desk ** See Page 7 for a description of how to use the TriMech FTP site to transfer large files
Logging In:
How to gain access to all manners of useful information. Full descriptions of why you might want to visit these sites is on page 5
Crucial!
Start at www.solidworks.com
Fill out your name, company, and serial number and hit "Login to Subscription Support"
USERNAME: first initial; last name (no spaces) Example: Wayne Newton would be wnewton Click on "Tech Support" PASSWORD: Whatever you entered when you created an account
NOTE: Some internet providers and/or firewall software do not support bidirectional FTP- check with your MIS department if you have problems.
Updating:
Note: Both of these upgrading options apply only to customers on TriMech Subscription Program. No upgrades are provided to customers not on the Subscription program.
Service Packs
Every 3-5 weeks, SolidWorks releases a Service Pack. The purpose of these Service Packs is two-fold: ! Enhanced or new program functionality ! Minor Bug Fixes To determine what service pack you are currently using, open SolidWorks and go to Help/About SolidWorks and note "SP7" or similar. This is your current Service Pack. To determine if this is the latest version available, connect to the internet and either: 1) 2) In SolidWorks, go to Help/Service Packs/ Check, or Using your Internet Browser, visit http://www.solidworks.com/swdocs/Support/Subscription/ html/ and login to Subscription Support using your serial number*.
Full Releases
How to prepare for a Full Release Upgrade
Every 8-12 months, SolidWorks releases an entirely new program. Historically, if it comes out the same year as the previous software, it is called "-Plus" as in SolidWorks 2001Plus. This is a completely different program, based on the previous, with significant software enhancements. The files that the new release creates cannot be read by previous versions, so it is something that should be installed corporate-wide if you wish to be able to share files amongst yourselves.
BEFORE THE SOFTWARE SHIPS: Go to the SolidWorks Subscription page*, enter your name, company name and serial number now, check out your address information. This will make sure that the shipment gets to the right address. WARNING! If you do not have the correct address listed, you will NOT receive your upgrade! This is a great time to do some system maintenance: ! Check for proper space (at least 10% free) on your hard drive ! Run defrag if its available on your OS ! Clean up your temp directory (usually c:\temp) ! Clean out your backup files (usually c:\TempSWBackup) ! Verify your video driver is approved by SolidWorks check here ! Make sure to have a copy of ALL of your serial numbers handy SolidWorks and any add-ons you may have purchased. ! Make a backup copy of your SolidWorks\data directory so that you dont lose any templates or sheet formats you may still need. ONCE YOU RECEIVE YOUR UPGRADE: ! Turn off ALL programs during the install process, disable Anti-Virus software. ! Install this release to a NEW directory, dont choose the upgrade option this will allow you to remove the old version at your leisure. -OR! Uninstall the previous version(s) of SolidWorks, reboot and install 2001 Plus. THEN... ! Attend the TriMech Whats New in 2001 Plus seminar to learn how to use the new functionality bring your questions with you! ! Remember! Once you have saved a file in 2001 Plus format, it cannot be used in any software prior to 2001 Plus!
Downstream Applications
Analysis
Once your products are designed, there are many other applications that can utilize the solid model to save you time and effort downstream. Here are some examples of the products that TriMech offers that can help users leverage the information embedded in their SolidWorks models.
Cosmos/Works
FloWorks
Dynamic Designer
Hardware Libraries
Visual NASTRAN
COSMOS/ Flow
Data Management
Body Works
Tools that were once limited to highly specialized experts are now easily accessible to even the smallest company, with minimal training required!
SmarTeam
PDM/Works
Visualization
Advanced Modeling
Many of these products work completely INSIDE the SolidWorks screen!
PhotoWorks
For more information about any of these products, visit us at www.trimech.com or contact your account representative!
GeometryWorks 3D
SurfaceWorks
SolidWorks Animator
SolidWorks Piping
SolidWorks Utilities
Electrical Engineering
CAM/ Machining
Inspection/Reverse Engineering
CircuitWorks
EMbassy/Works
CAMWorks
RevWorks
FeatureWorks