Pro/ENGINEER 2001 Update Manual

Steven G. Smith

Pro/ENGINEER is a registered trademark of PTC, Inc.

Pro/ENGINEER 2001 Update Manual

CADQUEST INCORPORATED 4811 Jonestown Road SUITE 230 HARRISBURG, PENNSYLVANIA 17109 USA Phone 717.540.6878 Fax 717.540.8678 E-mail: info@cadquest.com Web Site: http://www.cadquest.com

Copyright 2001 CADQUEST, INCORPORATED. All rights reserved under the copyright laws of the United States. This publication may not be copied or reproduced by any means unless CADQUEST INCORPORATED consents in writing in advance. Violators will be prosecuted. CADQUEST INCORPORATED assumes no responsibility or liability for errors or inaccuracies that may appear in this publication.

Publication History Edition 1.0 Date July 2001 Description Initial Printing

ISBN 1-930933-12-6

Pro/ENGINEER 2001 Update Manual

Introduction
Pro/ENGINEER 2001 is the latest release of Pro/ENGINEER mechanical design software from PTC, Inc. (formerly Parametric Technology Corporation). There are many new and exciting enhancements in each module as well as changes and improvements to the user interface. This textbook outlines the major enhancements that most users will use, added to the system since version 2000i. If you are upgrading from 2000i, this is the book for you. If you skipped version 2000i, read Pro/ENGINEER 2000i + 2001 Update Manual by this author and publisher. We hope this textbook will be a valuable reference document during your transition to Pro/ENGINEER 2001.

Topics Covered
The following topics and modules are covered in this textbook: The User Interface Customizing the User Interface Object-Action and Selection Selection Preferences Selection Tools Dialog Box Creating Extruded and Revolved Features Using Datum Curves for Solids Creating Simple Rounds Creating Datum Features Manipulating Features Modifying Geometry Dynamic Section Modify Dynamic Depth Modify Model Player Geometry Checks Dialog Box Datum Tag Display Hide Objects Layers

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Compare Part OLE Objects Family Table Editor Relations and Parameters Sketcher UDF References Search.pro File Comment Lines Inheritance Feature Assembly Enhancements Pro/SHEETMETAL Enhancements Drawing Enhancements The Options Editor Configuration File Changes

Book Conventions
This book uses the following conventions: File, Open #Modify; #Value Depth Options OK PART < 1.25 > Bold type indicates a pull-down menu option. Bold type preceded by # indicates a menu manager option. Bold type in single quotes indicates a dialog box element. Bold italic type indicates a dialog box tab or panel. Uppercase bold underlined indicates a dialog box button. Uppercase indicates the name of a menu manager menu. Between < > symbols indicates text to enter using the keyboard. Do not include the < >, only enter what is between the < >. Pick the icon shown from the toolbar.

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The User Interface

Default Window Layout
The default window layout of Pro/ENGINEER 2001 is shown below. The menu bar across the top has changed, with the new Insert menu replacing the Datum menu. The new selection preferences toolbar is included in the default user interface as shown.

Selection Preferences toolbar

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The File Menu

The File menu has several changes and is shown below. The old Working Directory command is now called Set Working Directory . The old Save As command is now called Save a Copy . Import and Export are no longer in the File menu. Import is now in the Insert, Data From File option, and Export is performed using File, Save a Copy . See the next page. The File menu now displays four recent files at the bottom of the menu for quick opening.

The old Working Directory command is now called Set Working Directory

The old Save As command is now called Save a Copy The old File, Export command is now performed here

Four recent files are listed at the bottom of the menu for quick opening

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Save a Copy
The old File, Save As and File, Export commands have been replaced with the new File, Save a Copy command. Use this dialog command to export the model to IGES, STL, etc.

Pick the Type pull-down in the Save a Copy dialog box to access IGES, STL, etc.

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The Edit Menu

The Edit menu has several changes and is shown below. Dynamic Modify is new and is used to modify the size of the selected feature by dragging dynamic drag handles in the graphics window. The old Reroute command is now called Edit, References. The old Redefine command is now called Edit, Definition. Use Selection Preferences to control what can be picked in the object-action paradigm.

Common commands are listed here Use Dynamic Modify to drag the features size using dynamic drag handles Edit, References is the old Reroute command Edit, Definition is the old Redefine command Use Selection Preferences to control what can be picked

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The View Menu

The View menu has several changes and is shown below. The old Default option is now called Default Orientation. Orientation is now called Reorient . The View menu includes new Hide , Unhide , and Unhide All commands. The old Advanced option is now called Display Settings . Model Display, Datum Display, and System/Entity Colors are now in the new Settings menu. Display

The Model Tree Setup option now includes Save and Open for the model tree configuration file.

Its now called Default Orientation Orientation is now called Reorient

New Hide commands are here The model tree was moved here at 2000i Model Display, Datum Display, and System/Entity Colors are now in the new Display Settings menu

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The Insert Menu

The Insert menu replaces the Datum menu and is shown below. This new menu shows the future of Pro/ENGINEER. The right side menu manager is going away in the next few revisions, and this is what we can expect to replace it. Many options in this menu have pull-out sub-menus, and many are very similar.

To create an extruded protrusion, first pick a sketch plane, then pick Insert, Protrusion, Extrude Create datum features here Surface features are here UDFs are here The old File, Import is now called Insert, Data from File The old Data Sharing option is now called Shared Data New features such as External Merge and External Cut-Out are found here The Advanced option includes Tweak features such as Draft, Lip, and Offset

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The Analysis Menu

The Analysis menu has some new commands and is shown below.

Excel Analysis is new and uses Microsoft Excel Compare Part is new (See Compare Part later in this textbook) Excel Analysis The Excel Analysis option uses Microsoft Excel to perform analyses. Dimensions, part parameters, and Analysis feature parameters can be added to the spreadsheet. The Excel Analysis dialog box is shown below.

Pick Load File to access an existing Excel file Dimensions and parameters in the analysis are listed here

Pick Compute to perform the analysis

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The Info Menu

The Info menu has been re-arranged and some command names have changed or been removed. The Info menu is shown below. The old BOM option is now called Bill of Materials . The Relations and Parameters option is new. The old Model Tree option is now called Save Model Tree. The Session Info option is new and contains the following options: Object List (same as the old Pro/Engineer Objects option) Message Log Date and Time (was in the Utilities menu)

The Relations and Parameters option is new

Session Info is new

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The Utilities Menu

The Utilities menu has been rearranged and some command names have changed or been removed. The Utilities menu is shown below. The Model Player option is new and replaces the Info, Regen Info menu sequence. The old Preferences option is now called Options . The old Utilities, Compare Part option has moved to the Analysis menu. The old Colors options have moved to the View menu.

Model Player is new (see Model Player later in this textbook) Preferences are now called Options

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Customizing the User Interface

Introduction
The user interface can be customized using the Utilities, Customize Screen option. Many new icons and toolbars are available in Pro/ENGINEER 2001.

Toolbars
Pro/ENGINEER toolbars can be dynamically moved anytime during a session without using the Utilities, Customize Screen option. Each toolbar has a handle by which it can be dragged to a new location on the outside of the graphics window. Toolbars cannot be displayed as separate windows. The new Selection Preferences toolbar is shown below with its handle. The toolbar handle

Flyout Toolbars
Pro/ENGINEER toolbars can be customized to include Flyout icons similar to other CAD systems. A Flyout toolbar contains multiple icons that are hidden until the toolbar is expanded. The last used icon of the Flyout is displayed when the Flyout is not in use. Any icon can be added to these custom toolbars including mapkeys with user-defined icons. Some examples of custom made Flyout toolbars are shown here.

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Creating Flyout Toolbars Pick Utilities, Customize Screen and pick the Commands tab, scroll to the bottom, select New Menu, then pick New Flyout as shown below. Drag the New Flyout to any location on the border of the graphics window. Add icons to the Flyout by drag and drop. Move the cursor over the small arrow on the Flyout to expand it while adding icons.

Pick Utilities, Customize Screen and pick Commands, scroll to the bottom, select New Menu, then drag New Flyout to any toolbar location

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Object-Action and Selection

Introduction
The makers of Pro/ENGINEER are changing how the user interacts with the system. In the past, the user would select a menu item and then select the feature or other geometry for the action to be applied to. This is called an action-object paradigm. Starting with the Intent Manager in 2000i, and continuing into other parts of Pro/ENGINEER in 2001, Pro/ENGINEER is changing into an Object-Action paradigm. The object-action paradigm is the opposite: the user selects the feature first , and then picks a menu item or icon for the action to be applied. For example, in Microsoft Word, the user selects text first, then presses an icon to apply Bold text formatting to the selected text. In Pro/ENGINEER, you can now select a feature and then pick Edit, Delete to delete a feature. Also, the right mouse button can be used after selecting a feature to access common commands to be applied to the selected feature or object.

Object Selection / Selection Preferences

The first step in an object-action system is to select the object. Pro/ENGINEER is always in select mode, and the selections can be filtered to control what can be selected. As you move the mouse pointer over the model, objects are pre-highlighted (in magenta). To select the pre-highlighted item, left click the mouse. To pick multiple objects, use Shift + left click. To filter selections, use the Selection Preferences toolbar as shown below or use Edit, Selection Preferences to activate the Selection Preferences dialog box as shown to the right.

Datums: Datum features Primary items: Solid features, components, and model notes Geometric entities: Surfaces, edges, and vertices
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Toggle on/off the prehighlighting here

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Selection Tools Dialog Box (Select by Menu)

When using #Sel by Menu to select entities, the Selection Tools dialog box is now used. This new dialog box has several options in the Specify By pull-down menu. Look here for the Last Feature option. You must pick Select in the dialog box after picking the item from the list to select the item. This dialog box only lists features with names assigned to them, such as datum planes and axes.

Look here for Last Feature

Pick the desired item here

Then pick Select here

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Object-Action Examples
The following are examples of using the new object-action paradigm. Creating Extruded and Revolved Features The object-action paradigm can be used to reduce the number of menu picks when creating extruded (or revolved) surfaces, cuts, and protrusions. To create a solid extruded protrusion, first select a sketching plane and then pick Insert, Protrusion, Extrude . The system picks the direction and a reference plane for the sketch, and you are taken directly to the intent manager. After completing the sketch, the system displays a dynamic drag handle and a dimension to control the depth. You can drag the handle or double click on the dimension to modify the value.

Step 1: Pick a planar surface Step 2: Pick Insert, Cut, Extrude

Step 4: Drag the dynamic handles or double click the dim value

Step 3: Sketch the section

Step 5: Press the middle mouse button

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Using Datum Curves for Solids Closed section datum curves can be used to create solid geometry using the object-action paradigm. Select the datum curve first, then pick Insert, Protrusion, Extrude . The system builds the protrusion based on the datum curve, and the dynamic drag handles are used to set the depth. Double click the dimension to modify the value, then press the middle mouse button to complete the feature.

Step 1: Pick a closed curve

Step 2: Pick Insert, Protrusion, Extrude

Step 4: Press the middle mouse button to complete the feature

Step 3: Drag the dynamic handles or double click the dim value

Note
To create a revolved feature, the datum curve feature must include a centerline.

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Creating Simple Rounds The object-action paradigm can be used to reduce the number of menu picks when creating simple rounds. First select the edge(s) for the round, then pick Insert, Round. The round appears, and dynamic drag handles allow the user to dynamically change the size of the round. The dimension can be double clicked to modify the value. Another method to quickly create a round is to select the edge(s), and then press and hold the right mouse button. The popup menu is shown here. Pick Round Edges in the popup menu. The dynamic drag handles and the dimension appear. Double pick the dimension to modify its value. The new object-action paradigm is illustrated below while creating a simple round.

Step 1: Pick the edge(s)

Step 2: Press and hold the right mouse button, release on Round Edges

Step 3: Drag the dynamic handles or double click the dimension value

Step 4. Press the middle mouse button to complete the round

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Creating Datum Features The object-action paradigm can be used to create datum features such as planes and axes. To create a datum plane, first pick a planar surface, then pick Insert, Datum, Plane , or pick the datum plane icon. To create a datum axis, first pick an edge or radial surface, then pick the datum axis icon. If the initial selection of references does not fully constrain the feature being created, the standard menu driven interface becomes available to complete the feature. Creating Sketched Datum Curves There is a new icon on the Datum toolbar for creating sketched datum curves, shown above. First select a planar surface or datum plane, then pick this icon. The intent manager is displayed automatically and you sketch the section. When the sketch is complete, the curve is created without the use of the standard dialog box. Manipulating Features Features can be manipulated using the object-action method. Set the selection filter to Primary items, then pick a feature. Next, press and hold the right mouse button and the popup menu is displayed. Use this menu to Modify, Redefine, Reroute, Suppress, Delete, and Pattern the selected feature(s). Use the Dynamic Modify command to drag the size of the feature using dynamic drag handles. Use this quick procedure to delete features: Pick the feature, press the Delete key on the keyboard, then press Enter on the keyboard.

Pick a feature, then press and hold the right mouse button and release on Dynamic Modify

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