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© Siemens AG 2011. All Rights Reserved.
Customizing Your User InterfaceJeff Walker
© Siemens AG 2011. All Rights Reserved.
Siemens PLM SoftwarePage 2
Solid Edge. Design better.
Jeff Walker
Solid Edge Product Design Manager
Background:
BSME, Auburn University
23 Years Software Design Experience
Member of the Solid Edge Product Design Team pre-V1
Managed Solid Edge Product Design Team since V9
Areas of Expertise:
Solid Edge Modeling
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Solid Edge User Interface
You’ve Come A Long Way Baby…
Today we’ll cover…
Overall Layout – Smart Step Ribbon, Pathfinder, etc.
Customizing the Experience – Menus, Shortcuts, etc.
Graphic Manipulation Goodies from ST4
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Back, by Popular Demand:
Horizontal “Smart Step”
Similar to the Smart Step Ribbon Bar – but more flexible
Called “Command Bar” technically
May float or be „magnetically stuck‟ to the window boundary or to the
side of PathFinder
May float anywhere – inside or outside the application frame
Frees up vertical space for PathFinder
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PathFinder
Transparency and Text Options
PathFinder is now transparent (Win 7 and Vista)
Options for “backed” text or “outlined” text
To turn off transparency, go to Solid Edge
Options…Helpers, check “Show PathFinder in the
document view” (happens automatically in XP)
OR
Ctrl + Double Click the Gray Bar
Tip: Double Click the
top node in PathFinder
to collapse the tree
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PathFinder
What’s Your Favorite Location/Size?
PathFinder can float anywhere, even outside the application
PathFinder can be magnetized right or left
Default is magnetized left with Command Bar to its right
It will auto-slide down if Smart Step is dragged above it
Double click the top gray bar
to cycle through:
snap to the right
snap to the left
return to the last floating location
Stretch top gray bar to widen PF
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Live Rules
Move to “In Window” by Default
Live Rules have moved from the Command Bar to the graphics screen.
This provides easy access to the Live Rules and was necessary for the horizontal
format Command Bar.
There are four main colors to understand:
White: Rule turned OFF
Orange: Rule turned ON
Red: Rule found but ignored
since user turned rule off
Green: Rule found and enforced
When no active move/edit or
not found during move/edit
When moving/editing
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Users can control where they would like Live Rules to be displayed: on screen or
in a floating panel
In Solid Edge Options…Helpers tab, user
can choose:
Show Live Rules in the
document view (On Screen)
Show as a floating panel
With the floating panel option, Live Rules panel can
reside outside of the Sold Edge application window
(second monitor)
There is a sub-option with the floating panel
Make Live Rules panel vertical
Live Rules
What’s Your Favorite Location?
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Pathfinder
Synchronous, Ordered, and Editing
Ordered features now display an edit handle when selected from PathFinder or
in the graphics window that provides quick access to:
Synchronous
Ordered
Edit Feature Edit Feature
Edit Feature
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Switch WindowsHeavily Used Command Gets Face-lift
Switch Windows command – now on Home Tab
Shows graphic preview (sweet!)
Well-known fact – ALT+Tab switches between applications
Little-known fact – CTRL+Tab switches between Windows
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Radial Menu
A Massive Productivity Boost
16 of your most commonly used
commands at your finger tips
Completely customizable (per environment)
External XML File for easy portability
RMB drag to invoke
Supports gestures for inner ring
Pause to get both rings
Carries-over from release to
release
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Radial Menu
Spend Time to Get the Hang of it…
RMB click still brings up Shortcut menu as it used to
Interaction pattern is different to get Radial menu
Click RMB, but HOLD IT DOWN
After a slight pause the Radial menu will display
Continuing to hold the mouse button down…
Slide over the command you desire
(it will highlight)
Release the mouse button
Command starts
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Radial Menu
Expert Mode – Using Gestures
OK, so you‟ve got the hang of the Radial menu?
Time for GESTURES!
Gestures apply only to the inner ring
A quick move and release to any of the 8 directions invokes the
command on the inner circle
Do the following very quickly…
Click and hold the RMB, move in one of the 8 directions and then
release the mouse button. Do this all in under .4 second
(adjustable) and you‟ll get the appropriate “inner ring” command
Radial menu is NOT displayed
A confirmation of the command invoked is flashed
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Radial Menu
Customizing Gestures
The Options button is provided to give
the user quick access to the Solid
Edge Options…Helpers tab.
In the Solid Edge Options…Helpers tab,
you will find two options the user can control:
Minimum drag distance (pixels)
Show radial menu after (msecs)
This means “I must move my mouse at least 50 pixels and release the button in
less than 250 milliseconds for a gesture to occur”.
Tip
Set timer low and distance high if you don‟t want gestures
Set timer high enough (.4 to .6 sec?) to allow gesture to occur
Set distance large enough to avoid unintentional gesture with RMB
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Customization
A Progression, Completed in ST4
All Customizations support Themes
Keyboard
Ribbon
Quick Access toolbar
Radial menu
Stored as XML Files
NOT in registry
Portable
Carries-over release to release
ST3
ST4
ST2
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Customization
Customizing the Command Ribbon
To start the customization process,
Use the Customize menu from the QAT.
On the Ribbon Tab,
select the Solid Edge Environment
you want to customize
You can customize all environments at
one time or you may prefer to do them
as you go…
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Ribbon Customization
Adding/Deleting Tabs and Groups
Add a new tab by selecting the
“New Tab” button
Add a new group within a Tab
by selecting “New Group”
Rename any group or tab
Use “Separator” within a group
to organize like things
The “Move Up/Move Down” buttons allow users to move tabs, groups, and
commands up/down the list – changing the order of the tabs or groups
Tab
Group
Separator
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Ribbon Customization
Release to Release Differences
When moving to a new version of Solid
Edge, the commands highlighted in
orange are new for the version and
need to be considered for adding to
custom themes
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Keyboard Customization
Complete Revitalization
Keyboard customization has been completely redesigned in ST4.
Modifiers not required
Usage can be unique per
environment OR set across all
applications
Theme Support
Carried-over from release to
release.
Tip: Use Choose commands
from option „All Keyboard
Assignments‟ AND Print to
create a quick-reference guide!
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Radial MenuCustomization
On the Radial menu tab, you can
select the Solid Edge environment you
want to customize.
Customizing the menu is done
with the drag/drop method. Just drop in the
wedge you want it in.
Drag commands from one wedge to another;
if the wedge is occupied, then the two
commands swap.
LMB this little arrow or
RMB on the ribbon and
choose
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Radial Menu
Access Commands from Many Sources
To find more commands, use the
“Choose commands from:” drop-list
Here you will find the following:
All Commands
All Tabs (Command Ribbon)
Commands Not in the Ribbon*
Custom Tabs and Groups
Macros
System Menu
*for example, commands that are found
on the RMB shortcut menu…
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Themes
Saving Multiple Customized Variation
Themes Can be use to save
completely new and different
variations of your customized UI
When edits are made to the
customization, you will be prompted
to define the theme
Themes drop-list contains all
the names of all the customizations
Use “Save As” to save changes to a
new Theme
Apply Themes using QAT Customize
menu
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Customization
Protability
Keyboard, command ribbon, radial menu, and quick access toolbar customizations
are all stored in XML format on a per user basis
Vista/Win 7:
C:\Users\”username”\AppData\Roaming\Unigraphics Solutions\Solid
Edge\Version XXX\Customization\xxxxx
Win XP:
C:\Documents and Settings\”username”\Application Data\Unigraphics
Solutions\Solid Edge\Version XXX\Customization\xxxxx
XML file can be shared between users/computers
Granular management:
Each Theme is in a different folder
Each type (keyboard, ribon, QAT, radial Menu) are in separate files
XML carries forward from one SE version to another (ST3 to ST4, ST4 to ST5,
etc.)
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DemonstrationST4 Interface – New Levels of Productivity
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Maximizing Screen Real Estate
Go without your most precious asset…
•Your Ribbon Bar menu!
and
•Your Prompt Bar also!
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Maximizing Screen Real Estate
Giving it a try…
Why?
• Not just for massive screen real estate…
• It help train you to use your Radial menu & Keyboard shortcuts
• If you are missing a command on the Radial menu, add it
• Keep doing it; tough it out without your Ribbon Bar menu.
How?
Use Transparent PathFinder
Minimize the ribbon
Kill the prompt bar
Prompts redirect to status bar
Customize as need
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What About All That Ribbon Bar Stuff
You Just Taught Me?
• Many people still want the comfort of the Command
ribbon.
• Or use more than the 16 commands very often
• It‟s OK if you want to turn it back on – I won‟t tell!
• But just don‟t do it right away – work with Radial
menu and collapsed Command bars for at least a
solid week.
• You will be glad you did, because the Radial
menu will become second nature and save you a
boatload of time!
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Middle Mouse Button RotateUser defined focus…
You can now define the center of MMB Rotate
• Instead of click/hold on the Middle Mouse Button…
• Just click (no hold) the MMB
• This invokes a command that allows you to select the center of rotation
• Select Point, Edge, Circle Center
• Rotate about Point or Axis
• Cursor Indication During Rotate
Double Click MMB – Fits View
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Scroll Wheel ZoomingWorks as expected…
Full-time mouse wheel scroll!
In graphic area, wheel zooms no matter what command you are in.
Can perform other tasks based on cursor position.
If a command takes value input (e.g. Edit Dim, Round, Hole, Pattern, …)
To change the value, use CTRL key along with mouse wheel scroll
If you do a lot of dim value scrolling, holding CTRL will take some getting used
to
If the cursor is positioned: MMB scroll will:
Within the graphic area Zoom in/out the model
Within the PathFinder Scroll the PathFinder
Within a docking pane Scroll the docking pane
And so on…
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Solid Edge User InterfaceComplete customizable…
Horizontal Command Bar
Transparent Pathfinder
Fully customizable UI
Keyboard
Ribbon
QAT
Radial Menu
Survives release to release
Portable; Theme based
Scroll Wheel Improvements
MMB Rotate
MMB Scroll
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Q & A