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7/31/2019 Welcome Trimech
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Welcome to TriMech!
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? ....page 1
....page 2
....page 3
....page 4
....page 5
....page 6
....page 7
Set up all my preferences?
Figure out what else I cando with this software?
Figure out how to dosomething by myself?
Login to various web sitesthat I might need?
Update my software
(why, when,and how)?
Learn about keyboard
shortcuts?
Get Technical Support?
....page 8
Know which mousebutton to push?
....page 9
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Install SolidWorks:
Insert SolidWorks CD# 1
Choose "ANSI" when asked fora drafting standard for most USinstallations.
Choose "Custom" if you
purchased PhotoWorks,Animator, Toolbox,
FeatureWorks, or Mold Base
When asked, you should
probably "Allow Model ChangesFrom Drawings" unless you are
a drafter and are not allowed tomodify parts.
Installing and Getting Started
GO!Read Release Notes for
important information
Visit www.solidworks.com (Training and
Support, Video Card Testing) and look forthe 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 webpage for "Suggested Settings"
Close ALL programs and
disable anti-virussoftware
What type of
user would you sayyou are?
Attend 1 dayclass:
"Transitioning to
3D"
Attend TriMechTraining:
"SolidWorks BasicTraining"(5 days)
Attend TriMechTraining:
"SolidWorks BasicTraining"
(5 days)
Attend TriMech
Training:"SolidWorks Basic
Training"(5 days)
I've never used any 3D software,
and I'm not very com fortablewith the whole idea
Complete tutorials:
Chapters 1-5 in "GettingStarted" guide
Complete tutorials:
Chapters 1-5 in "GettingStarted" guide
I've used som e 3Dsoftware, and/or I amcomfortable with the
idea of 3D
I'm a Power User!
Attend each advanced day:
Comp lex Part Design
Advanced Sheetmetal Design
At any time later, sign up for ongoing training:
* Complex Part Design* Advanced Sheetmetal Design
Attend update trainingwith each new release
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 30days and the next SolidWorks upgrade will not be shipped to you
because they don't have your address!
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Preferences: Setting SolidWorks up to work the way YOU like it to work
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.
To change any of thesegeneral settings, open
SolidWorks, go to Tools/Options, and select System
Options. Change anysettings and close.
General Settings
Document-specific settings
Examples:! Density! Color! Dimension settings (arrows, lines, fonts, etc)! Units (inches? mm? feet?)! Image quality in shaded and wireframe modes! Whether planes/axes/origins are visible by default! And many more.
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 ishighly recommended that you customize the templates, so that you create custom, specifictemplates for your use. Your templates can even have some starting geometry in them!
Each document SolidWorkscreates can have settings
specific to that document.
There are TWO types of settings in SolidWorks
NOTE REGARDING DRAWING TEMPLATES:Drawing Templates are merely collections of settings including units, dimension size, styles, etc. There is also an itemcalled a Sheet Format that is a "background" or title block. If your drawing templates do not have a sheet format
embedded, SolidWorks will prompt you for a sheet format each time you start a drawing. If you save a drawing template
with a sheet format already inserted in it, SolidWorks will not prompt you!
Factory setting
Customized
To change a document template:File/New and pick the document you want to change.
Change the settings you would like in Tools/Options (andelsewhere)File/Save As - change "Save As Type" to the template type
you have
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Mouse usage and Keyboard customization
Mouse
CTRL
Keyboard Customization
SELECT thisitem
Left Button Right Button
Middle Button (If available)
Showscommoncommands for
the currentsituation
SHORTCUTS!
+
Add this item
to selections
By itself:
SHIFT+
Select arange ofitems
Click and drag: Rotate current part or assembly
(or pan if it is a drawing)
:
:
CTRL + Click and drag: Pan
SHIFT + Click and drag: Zoom
To customize your keyboard shortcuts,
! 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"
Rolling "wheel" if present: ZoomTime
Saver!
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Technical Self-Help: Where to get more information, and some self-help
Locations for more info Want to learn more?
Options for self help:
www.SolidWorks.com
www.TriMechTech.com
This is a extremely valuable resource that is often overlooked. Start awww.solidworks.com/html/support.cfm for general bulletins, videocard testing, enhancement requests, etc. From there, SubscriptionService customers can log in*for access to Software Downloads, asearchable Knowledge Base, the Model Library of downloadableparts and programs, status updates of SPR bug tracking numbers,Webcasts to show how the program can be used for variousapplications, anonymous Customer surveys, and more!
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 siteswe find helpful, and provide several shortcuts to links at SolidWorksthat are extremely important. There is also a link to our TechnicalSupport system**, and a collection of free utilities for our users to useand/or learn to program with.
Getting Started Guide
Each copy of SolidWorks, and every Full Upgrade that ships, containsa book called the "Getting Started" guide. In this book, there are brief
descriptions of many tools, techniques for common commands, andtutorials for SolidWorks, PhotoWorks, Animator, and FeatureWorks! Iis also available from within the software by going to Help/ GettingStarted Manual.
SolidWorks Help
Here's one option that is often underutilized. In SolidWorks, there isan area under Help/SolidWorks Help Topics, that is searchable,hyperlinked, and indexed, with examples. It is also accessible in
most commands by pressing the ? symbol, with the added benefitthat it jumps immediately to the relevant section of the help!
Online TutorialWhile not as thorough as the tutorials in the Getting Started Guide,there are some basic tutorials inside the prog ram that are accessiblefrom Help/ Online Tutorial.
Crucial!
Crucial!
* 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
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Technical Support: How to get professional assistance
Because TriMech has offices spread across a large region, you will find your supportmay come from anywhere. TriMech has a common database of all current and pastissues so that any engineer can assist, even with issues you had been discussingwith another engineer!
How we provide Technical Support
There are many ways toget help
This also means that our central callcenter will need to receive yourmessage and d istribute it to the
engineers on duty. Please be sure toleave a detailed message when you
call so the call center can route yourcall to the appropriate engineer and
get you a return call as quickly aspossible!
Your Options
888-TRIMECH(888-874-6324)
www.trimechtech.com
Subscription Service customers have several options fortechnical support:
By visiting www.trimechtech.com*, users can create their own calls, search our
Frequently Asked Questions, and update or modify their issues. Just remember ylogin name and password!This method is among the quickest available, as the prob lem is automatically routeto the appropriate Engineer!
If you send an email to [email protected], it will be routed to the Engineers onduty. Please include a full description of the problem, and, if possible, example fil(remember that sending an assembly requires sending the parts also, and a drawrequires other documents also!) If attachments are > 10MB or so, please use our
FTP site**
As mentioned above, calling 888-TRIMECH and asking for Technical Support willallow our Help Desk personnel to contact the appropriate Engineer to get you aresponse. This is also the only method to guarantee a return call after hoursand on holidays, as personnel will be paged if you leave a message in the voicemail system "Tech Support" mailbox.
Direct Accessto our Support
Database
Telephone
* See Page 7 for a description of how to log in to the TriMech Technical Suppo rt Help Desk
* * See Page 7 for a description of how to use the TriMech FTP site to transfer large files
Please try to
remember that oengineers' mai
focus is assistinwith problems w
the software. Wcan usually provadvice in the form
simple "How Toanswers, but w
cannot train use
over the phone email.
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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!SolidWorks Subscription Support
Start atwww.solidworks.com
Click on Subscription Support
Fill out your name, company, andserial number and hit "Login to
Subscription Support"
TriMech FTP Site
Point your Internet Explorer toftp://[email protected]/- Username is "trimechcustomer"- Call us once to g et the passwordDrag files in and out of this directory!Call us if after the file has been uploaded to letus know it is there!
NOTE: Some internet providers and/orfirewall software do not support
bidir ectional FTP- check with your MISdepartment if you have problems.
TriMech Technical Support Help Desk
Start atwww.trimech.com
Click on "Tech
Support"
USERNAME: first initial; last name (no spaces)
Example: Wayne Newton would be wnewton
PASSWORD: Whatever you entered when you
created an account
First Time Users ONLY
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Updating: When, why, and how.
Every 3-5 weeks, SolidWorks releases a Service Pack. Thepurpose of these Service Packs is two-fold:! Enhanced or new program functionality! Minor Bug FixesTo determine what service pack you are currently using, openSolidWorks and go to Help/About SolidWorks and note "SP7" orsimilar. This is your current Service Pack. To determine if this isthe latest version available, connect to the internet and either:
Service Packs
Full Releases
1) In SolidWorks, go to Help/Service Packs/ Check, or
2) Using your Internet Browser, visithttp://www.solidworks.com/swdocs/Support/Subscription/html/ and login to Subscription Support using your serialnumber*.
SolidWorks releases new softwareevery 3-5 weeks!
Note: Both of these upgrading options apply only to customerson TriMech Subscription Program. No upgrades are provided to
customers not on the Subscription program.
How to prepare for a Full Release Upgrade
BEFORE THE SOFTWARE SHIPS:
Go to the SolidWorks Subscription page* , enter your name, company name and serialnumber now, check ou t your address information. This will make sure that the shipmengets to the right address.WARNING!If you do not h ave the correct address listed, you w ill NOT receive your upg rade!
This is a great time to d o some system m aintenance:
! Check for prop er space (at least 10% free) on your hard drive
! Run defrag if its available on your OS
! Clean up your temp d irectory (usually c:\temp)! Clean out your backup files (usually c:\TempSWBackup)
! Verify your video driver is approved b y SolidWorks check here
! Make sure to have a copy o f ALL of your serial numbers handy SolidWorks andany add-ons you may have purchased.
! Make a backup co py of your SolidWorks\data directory so that you dont lose any
templates or sheet formats you m ay 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 c hoose the upg rade option this willallow 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 newfunctionality bring your questions with you!
! Remember! Once you have saved a file in 2001 Plus format, it cannot be used inany software prior to 2001 Plus!
Every 8-12 months, SolidWorksreleases an entirely new program.
Historically, if it comes out the sameyear as the previous software, it iscalled "-Plus" as in SolidWorks2001Plus. This is a completely differentprogram, based on the previous, withsignificant software enhancements.
The files that the new release createscannot be read by previous versions,so it is something that should be
installed corporate-wide if you wish tobe able to share files amongstyourselves.
Should I try to keep currenon Service Packs?
In general, it is recommended thatyou upgrade only if you are havingproblems, you received an email
regarding some new functionality this included in the service pack
currently available, or you are more
than 4 or 5 Service Packs out-of-date.
If you are having a prob lem with a
certain feature, you should probablupgrade your software to determinethe latest Service Pack has change
this functionality.
TriMech Technical Support will alsonotify you if any issues you haveinquired with us about have been
resolved in the current Service Pac
* See Page 7 for a description of how to log in to SolidWorks Subscription Area
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Downstream Applications
Analysis
PhotoWorks
Visualization
Data Management
Hardware Libraries
Inspection/ReverseEngineering
Once your products are designed, there armany other app lications that can utilize the so
model to save you time and effort downstreaHere are some examples of the products th
TriMech offers that can help users leverage tinformation embedded in their SolidWorks
models.
Cosmos/Works FloWorksDynamic Designer
COSMOS/ Flow MoldFlowVisual NASTRAN
SolidWorksAnimator
Interactive
Professional
Animator
SmarTeam
CAMWorks RevWorks FeatureWorks
CircuitWorksEMbassy/Works
SurfaceWorks
Solid Works Piping Solid Works Utilitie
SolidWorksToolbox
Body
Works
CamtraxGeartrax
PDM/Works
GeometryWorks 3D
Advanced Modeling
Tools that were once limited to highlyspecialized experts are now easily
accessible to even the smallestcompany, with minimal training required!
Many of theseproducts work
completelyINSIDE theSolidWorks
screen!
Electrical EngineeringCAM/
Machining
For more informationabout any of these
products, visit us atwww.trimech.com or
contact your account
representative!