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Pro/ENGINEER Tutorials
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Pro/ENGINEER Tutorial
Neutral Plane Drafts
Advanced Drawing Tips and Tricks

Photorender - 1, 2
Top 20 Ways to Make Pro/E Easier to Use

Pro/ENGINEER 2001 Details
BMX
Pro/ENGINEER 2001 Update
Changing View display in Drawings

Pro/ENGINEER 2001 Drawing Cheat-Sheet
Component Display Options

Pro/ENGINEER Model Player
Cross Sections
Pro/PLASTIC-ADVISOR
Design Animation
Pro/Process for Assemblies
Drip/Stress loops: Cabling and Piping
Pro/Program
Pro/ECAD
Relational Patterns
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Pro/ENGINEER Tutorials
Explode States
Resolve Mode
Instrumenting Your Design

Setup Units
Innovation Days - Tips & Tricks

Simple Extruded Protrusion
Import Data Doctor

Simplified Rep.'s
Layers
Simulating Gears in Pro/ENGINEER
Linear Holes
Shared Data in Pro/ENGINEER
Mapkeys
Sheetmetal - Cheat Sheet
Mapkey Hotkeys
Sheetmetal: Tips/Tricks
Mass Properties
Sheetmetal: Basic Creation
Mechanism Design Option - 1 , 2,

Sheetmetal: Packaging
Mechanism Connections: Cam

Shrinkwrap
Modelcheck
Sketcher Cheat Sheet - 2000i2
ModelCHECK Guide
Sketcher Cheat Sheet - 2001
Mold Design
Surfacing Transform
Feedback - Search - Escalation Procedures - Pro/COLLABORATE
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Last modified: October 27, 2002
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Homepage
Advanced Drawing Help Guide
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Index
Advanced
Drawing
News in 2000i² and
2001
•
Drawing
Templates
•Hole
Charts
• True
type
fonts
•Views
•
Usability
Improvements
•
Standard
support
Drawing Views
• Valid View
Type Menu
Combinations
• Drawing Views
• Draft views
• Different types
of Cross-
Sectional Views
•
Troubleshooting
Incomplete or
Incorrect Cross-
Section Views
• Modifying
Cosmetic Thread
Display
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Index
• Tips & Tricks
Working with
Detail Items
• Dimensions
• Notes
• Using True
Type Fonts
Tolerances
• Dimensional
Tolerances
• Creating
Geometric
Tolerances
• Modifying
Geometric
Tolerances
Symbols
• Creating a
Generic Symbol
Frames, Tables
and Boms
• Creating a New
Sized Format
from an Existing
Format
• Using
Parameters in
Formats
Large Assembly
Drawings
• Config Options
• Assembly
Manipulation

Index
Techniques
• Increasing
Performance
when Working
with Large
Assembly
Drawings
• Tips & Tricks
Additional
Ideas? Write
the Author

Introduction to Pro/ENGINEER
News in 2000i²
Drawing Templates
You can create drawing templates that help you create drawings automatically with the new drawing
templates. Use them to define the layout of views, set view display, place notes, define tables, create snap
lines, and show dimensions. You can create customized drawing templates for different types of
drawings. For example, you could create a template for a machined part versus a cast part. The machine
part template could define the views that are typically placed, set the view display of each view (that is,
show hidden lines), place company standard machining notes, and automatically create snap lines for
placing dimensions. Drawing templates are used when creating a drawing and automatically create the
views, set the desired view display, create snap lines, and show model dimensions based on the template.
The drawing templates improve efficiency and productivity by allowing you to create portions of
drawings automatically.
Procedure
1. Click File > New. The New dialog box opens.
2. Click Drawing, and then type the name of the template you are creating or accept the default.
3. Clear the Use default template checkbox, and then click OK. The New Drawing dialog box opens.
4. Click Empty or Empty with format, and then specify the orientation of the template by clicking
Portrait, Landscape, or Variable.
5. Specify the size of the template, and then click OK.
6. In the Applications menu, click Template to enter Drawing template mode, and then click Views >
Add Template. The Template View Instructions dialog box opens.
7. Type the View Name or accept the default, and then specify the View Orientation.
8. In the Model "Saved View Name text box, orient the view.
9. Specify view options and view values in the View Options and View Values areas.
10. Click Place View and select the location of the General view.
Note: After you place the view, you now have the options to move the symbol, edit the view
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symbol, or to replace the view symbol.
11. To place additional views, click New, type the new view name, and orient the new view. Specify
the view options and view values of the new view.
12. When you are done placing all of the desired views, click OK. Save the template.
Hole Charts
You can now automatically create hole charts that relate to drawings. In addition, you can create tables for
axes and datum points. This new functionality automatically creates a table for drillable hole features in a
specified view.
Hole charts includes:
● Location in x and y coordinates (z for datum points)
● Hole diameter
● Sorting (x, y, Size)
● Ability to add additional columns for user-defined parameters
● ISO or ASME style hole labels (numbers versus alphanumeric)
● Ability to paginate tables
You can automatically create hole charts for a specified view increasing your productivity and efficiency
within the drawing environment.
Tip: Be aware that cuts are not added to the hole table. In case you have cuts in your part you can create a
hole table with axis. You can also edit the hole table.

Improved True Type Font Usability

You can specify a font directory with the new config.pro option, pro_font_dir. All fonts in this
directory automatically appear in the pull down lists inside dialog boxes. Previously, each font had
to be specified using the aux_font detail setup option for it to appear in text font lists.
pro_font_dir adds convenience and control when setting up additional fonts within
Pro/ENGINEER.
Alignment of General Views

You can now align general views to each other. Sometimes you may want to create several general
views to annotate a model. You now have the ability to align these general views and have them
move together the same way a projected view moves with its parent view.
Improvements to Broken Views

Several major improvements were made to broken views. These include the ability to:
❍ Create projected broken views.
❍ Add and remove breaks from a broken view.
❍ Use standard break lines include S-curve and heartbeat.

You now have the ability to create projected views of a broken view maintaining the same break
points between the two views.
You can now remove breaks from a broken view. Prior to Release 2000i2, the broken views would
have been deleted and then re-created if a break had to be removed. In Release 2000i2, you can
add and remove breaks.
The S-curve and heartbeat standard break lines are now available when creating broken views.
You can sketch your own break line or use one of these standard break lines to save time.
Usability Improvements
● New tool for navigating through sheets
❍ A new toolbar icon has been added to navigate through multi-sheet drawings. This new
icon removes the need to enter the menus to change to a different drawing sheet reducing
menu picks and mouse travel.
● Ability to modify multiple columns and rows sizes in a table at one time
❍ Multiple rows or columns can now be selected when modifying row/column size.
● Access to saved cross-hatching patterns for cosmetic features in drawing views

❍ Additional functionality for cross-hatched cosmetic features is now available in drawing
mode when modifying cross-hatching. It is now possible to retrieve saved cross-hatch

patterns from disk and to modify the cross-hatch line style.
● New parameter to show the scale of individual views

❍ A new parameter has been introduced that allows the scale of an individual view to be
specified. The syntax is scale_of_view_x, where x is the view name.
● Move has been enabled for set datums attached to dimensions

❍ It is now possible to modify the location of a set datum attached to a dimension using the
Move command.
● Set datums attached to cylindrical surfaces

❍ It is now possible to attach a set datum directly to a cylindrical surface.
● Improved Control over the Size of Basic Dimension Boxes

❍ Additional text can now be displayed inside or outside of the Basic dimension box by
specifying the start and end points of the box.

● Unordered datum references for geometric tolerances

❍ A new option has been provided for geometric tolerances. The option allows geometric
tolerances to have unordered datum references.
● Limit dimension tolerances listed horizontally for parallel text

❍ When using parallel dimension text orientation, limit tolerances will be listed next to each
other instead of stacked on top of each other.
● New filter for disallowing selection of hidden lines in no-hidden views

❍ A new filter has been created to prevent hidden lines from being selected in no-hidden
views. Hidden lines will not be selected when this filter is enabled using the detail setup
option select_hidden_edges_in_dwg.
● Enhanced diagnostics when view reference point is missing

❍ New messages will appear when the reference point for a view is missing. The new
messages will indicate the view name with the missing reference point.
● Improved Symbol user interface for placing many symbols

❍ A new repeat button has been added to the symbol dialog box for quickly placing another
symbol using the same definition. In addition, changes have been made to the symbol
dialog box to allow a new symbol to be created based on an existing one. When an existing
symbol is selected using Modify, all options are now available allowing a new one to be
created and saved.
● Select many for axes

❍ Multiple selection has been enabled for selecting many axes at one time.
● Fractions no longer applied to metric dimensions

❍ Fractions will not be applied to metric dimensions when using dual dimensioning.
● Erasing of angular witness lines and arrow style modification

❍ Witness lines for angular dimensions can now be erased. This allows angular witness lines
to be erased to improve clarity when placing many angular dimensions that share the same
witness lines. In addition, the arrow style of angular dimensions can be modified.
● New option for setting default behavior for show/erase

❍ A new detail setup option has been introduced to specify the default behavior for
show/erase. This new option, show_preview_default, allows the default behavior of Select
to Keep or Select to Remove to be specified. Note that this option has also been made
available in later builds of 2000i.
● Snap line support for view arrows and clipped dimensions

❍ View arrows and clipped dimensions can be placed on view snap lines. Cross-section view
arrows, projection view arrows, and clipped dimensions are now supported by snap lines.
This improves control over the placement of these items on drawing views.
● Improved highlighting when unblanking members in a drawing view

❍ When unblanking blanked members using member display, you can select the view for
highlighting the blanked members. This improves user efficiency by allowing only
members in the desired view to be highlighted instead of all views on the sheet.
● Individual formatting of angular dimensions

❍ Individual angular dimensions can now be selected to set the format to degrees or Deg-Min-
Sec.
● Automatic clipping of Diameter dims

❍ Diameter dimensions are now clipped automatically when the new detail setup option,
clip_diam_dimensions, is set to yes. Diameter dimensions will be clipped when the

reference geometry is located outside of the view border.
● Axes parallel to the screen can be selected as placement references

❍ Axes parallel to the screen can now be selected for placing geometric tolerances and notes.
● Improved UI for replacing tables in drawing formats

❍ All tables can now be removed in one action when replacing a drawing format.
● Improved interface for integrating drawings

❍ The user interface has been improved for integrating two different versions of a drawing.
Multiple actions can now be applied to new classes of items to be integrated
Standard Support
● Additional dimension display options
● Display stacked limit tolerances for Parallel Text
● Display metric as decimals with fraction display for dual dimensions (english/metric)
● Erase angular witness lines (and associated dimension arrows)
● User controlled sizing of Basic dimension text box
● Additional detailing attachment options

● Allow Set Datum to be attached to cylindrical surface
● Allow Gtols and notes to be attached to axes parallel to screen

Drawing Views
Drawing Views
Valid View Type Menu Combinations
Drawing Views
● A general view is a view that is independent from other views in the drawing, and shown in the default
orientation specified in the Pro/E environment
● A detailed view is a portion of a model shown in another view. Its orientation is the same as the view from
which it is created, but its scale may be different so that you can better visualize the portion of the model that
you are creating. The display of edges in a detailed view follows that of the view from which it is created (its
parent view).
● A projection view is an orthographic projection of another view`s geometry along a horizontal or vertical
direction. You can specify the projection type in the drawing setup file by basing it on third angle for ANSI
(default) or first angle for DIN.
● An auxiliary view is a projection of the geometry of another view at right angles to a selected surface or along
an axis. The selected surface in the parent view must be perpendicular to the plane of the screen.
● A revolved view is a planar area cross section from an existing view, revolved 90 degrees around the cutting
plane projection, and offset along its length. It can be full, partial, exploded or unexploded.
● A graph view shows the sketch of a graph feature and its dimensions. The system updates any changes
parametrically.
● An of flat ply view is a flat single-ply view of a composite model. It can exist in a regular drawing or in
sequence drawings.
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Drawing Views
● A copy & align view is an aligned partial view based on a specified view boundary and an alignment relative
to the existing partial view.
Note: Detailed, projection, auxiliary, and revolved views have the same representation and explosion offsets, if
any, as their parent views. You can simplify, restore, and modify the explosion distance of each view without
affecting the parent view. However, detailed views always appear with the same explosion distances and
geometry as their parent views.
Moving Views:
If you move a view from which other views were projected (parent view), the projected views (children) also move to
maintain view alignment. For example, if you move the top view horizontally, the front view also moves to maintain
alignment because it was projected from the top view.
Using the GET POINT menu, you can do exact drafting to place the view where you want it. For example, to exactly
align one view with another general view, set the origin using Origin in the MODIFY VIEW menu and the GET
POINT menu. This establishes a reference point for moving the view, so that you can easily place it anywhere on a
drawing relative to another view.

Drawing Views
If the configuration file option "allow_move_view_with_move" is set, DETAIL>Move moves the selected point on
the view to the location that you specify by selecting a point. The GET POINT menu is not available.
Draft views
Using the Draft View command in the TOOLS menu, you can set a drawing view to be the current draft view so the
Pro/ENGINEER associates all new draft entities with that view. When you have associated draft entities with a
drawing view, they move with the view when you move it, maintaining their location relative to that view. Also, when
you scale the view or the drawing, the system scales all draft entities associated with a view by the same factor.
The system uses the view scale of the current view when you create draft entities.
Different types of Cross-Sectional Views

You can create a cross section in Part and Assembly modes and show it in a drawing or you can add it to a view in
drawing mode while you are creating it.
● A full cross section displays the whole view, whereas a local cross section shows a portion of the model within
a closed boundary cross-sectioned, but not outside the closed boundary.
● A full & local cross section shows a full cross-sectional view with local cross sections.
● A half cross section shows a portion of the model on one side of a cutting plane, but not on the other side.
● A total cross section shows not only the cross-sectioned area, but the edges of the model that become visible
when a cross section is made.
● An area cross section displays only the cross section without the geometry.
● An aligned cross section displays an area cross-sectional view that is unfolded around an axis, whereas a total
aligned cross section shows an aligned cross section of a general, projection, auxiliary, or full view.
● An unfolded cross section shows a flattened area cross section of a general view, whereas a total unfolded
cross section shows a total unfolded cross section of a general view.

Drawing Views
Troubleshooting Incomplete or Incorrect

Cross-Section Views
When a cross-section view cannot be created in Drawing Mode, one of the following error messages may appear:
● "Cross-section may be incomplete."
● "Cross-section could not be created."
During the creation of a cross-section view in Drawing Mode, Pro/ENGINEER performs an operation on the model
analogous to a cut feature. Therefore, if the cross-section cutting plane intersects any "incorrect" geometry, the cross-
section view may not be created successfully. In addition, if the cutting plane passes through a tangency point,
unattached edge, or vertex either directly or by function of the model accuracy, the cross-section view will not be
created.
When a cross-section is made in Part or Assembly mode, it is simply a cosmetic which shows where the section lies in
the model. Therefore, no error is given when a section is made through the previously mentioned entities. The
following steps are recommended upon encountering an unsuccessful cross-sectional view in Drawing Mode.
Procedure
1. Be sure that the design intent of the model is clear by first verifying that no geometry checks exist within the
model in areas where the cross-section intersects. This action is performed, by retrieving the model and
selecting Info from the MAIN menu and Geom Check, if the selection is ungreyed. If available for selection,
the information provided in the subsequent menus allows for precise resolutions to geometry issues, which
could prevent a cross-section view from being created.
2. If the selection Geom Check is greyed out, create a cut feature in the model using the exact same placement
references and geometry that were used to create the cross-section by selecting Feature, Create, Cut. When the
cut feature fails, a "Failure Diagnostics" window will appear, along with an extensive amount of information
concerning which feature and/or part the cut could not be made through. The cross-section should be re-
designed to avoid the highlighted features, most effectively through offsetting from the intersecting edges or
points until the cross- section view can be created successfully in Drawing Mode.
3. If the problem areas of the model for cross-section creation are still in question, a series of feature and/or part
suppressions should be performed in the top-level model. If the drawing model is an assembly, select
Component, Suppress from the main ASSEMBLY menu and suppress half of the assembly components.
Change Window back to Drawing Mode and attempt to create the cross-sectional view. If the view creates

Drawing Views
successfully, the troublesome component is not active and will not interfere with the cross-section cut. If
unsuccessful at creating the view, try suppressing the other half of the assembly and Component, Resume the
previously suppressed components. Once the problem component is determined, continue diagnostic testing at
the part level by selecting Feature, Suppress. After determining which feature is causing the cross-sectional
failure, modify the cross-section so that it does not pass through any edges, vertices, or tangency points that
could possibly cause the cross- section to incorrectly intersect this feature.
4. Continue to troubleshoot the failed cross-section by indexing, or slightly increasing, the offset position of the
cross-section within the model. For planar cross-sections, select X-section, Modify, pick the name of the cross-
section, and Dim Values. For offset cross-sections, select X-section, Modify, Redefine and either Section or
Scheme. Minor offsets to the dimensions used to originally create and constrain the cross-section should be
added. Again, the modified cross-section should continually be tested until the cross-sectional view in the
drawing is created successfully.
Modifying Cosmetic Thread Display

There are several ways to modify the display of cosmetic thread features while working in drawing mode. They can be
erased using the Show/Erase dialog box or they can be blanked on layers. However these modifications will
completely remove the display of the threads regardless of the display setting in the environment menu. Cosmetic
thread features can also be modified in drawings to conform to ISO or ANSI standard based on the type of view, the
location of the feature within the view, and the type of thread. The drawing setup file options "hlr_for_threads" and
"thread_standard" are used to modify the display of cosmetic threads. When "hlr_for_threads" is set to "yes", the
display of the threads conforms to the standard specified by the option "thread_standard".
Procedure
1. The exploded assembly shown in Figure 1a consists of a bolt part with an external thread and a nut part with an
internal thread. Figure 1b shows side and front cross sectional views of the "bolt" part, "nut" part, and
"bolt_&_nut" un-exploded assembly in Drawing mode when the drawing setup file option "hlr_for_threads" is
set to "no" and "thread_standard" is set to "std_ansi".

Drawing Views
Figure 1a (ANSI)

Drawing Views
Figure 1b (ANSI)
2. After modifying the drawing setup file option "hlr_for_threads" to "yes" and changing "thread_standard" to
"std_ansi_imp", the threads will display according to the ANSI standard as shown in Figure 2a. When the
display of the views is set to No Hidden, none of the hidden lines for the thread feature will display. When
"thread_standard" is set to "std_iso_imp", thread lines appear with a yellow, leader style as shown in Figure 2b.
These lines continue to display even when the environment is changed to No Hidden. The ISO standard also
dictates that on an end view of a visible thread feature, the thread roots should be represented by an arc of

Drawing Views
approximately three-quarters of the circumference. ANSI standard states that a full circle should represent this
thread root. Both standards hold true for when the cosmetic thread is hidden in an end view as well, except that
these thread roots display in hidden line style.
Figure 2a (ANSI)

Drawing Views
Figure 2b (ISO)
3. In order for the line display of threads to be correct for assemblies, the drawing setup file option
"thread_standard" should be set to either "std_ansi_imp_assy" or "std_iso_imp_assy" depending upon the
appropriate standard. In order for the line display of the assembly to be correct, the following conditions must

Drawing Views
be true: The internal diameter of the nut must be equal to the diameter of the bolt's cosmetic thread. The
diameter of the bolt must be equal to the diameter of the nut's cosmetic thread. Figure 3a displays the ANSI
standard for thread lines and cross hatching. The standard dictates that externally threaded parts should always
be shown covering internally threaded parts and should not be hidden behind them. Figure 3a shows how only
one set of cross hatching displays at the thread overlap area and this cross-hatching belongs to the part with the
external threads. Figure 3b displays the correct line display with regards to the ISO standard.

Drawing Views
Figure 3a (ANSI)
Figure 3b (ISO)

Drawing Views
Tips & Tricks

When you create a detailed view of a part containing an axis that lies off the part (That is, model geometry does not
enclose it), the axis does not appear in the detailed view.
When you move a broken view, for any subview (or portion of view) that you select to move, all subviews to its right
and below it move the same distance. To move the entire broken view to a different location on the drawing, select the
upper-left subview (1). This moves the entire view without altering the gaps between the subviews. Selecting any
other subview moves all subviews below it and to the right of it the same distance.
An aligned partial view that you create using the Copy & Align command has its own local cross sections. That is,
when you create it, it does not have the local cross section of its parent view. You can add them and remove them
later.
The Origin and Perspective commands in the VIEW MODFY menu, and the Add Breakout and Del Breakout
commands in the VIEW BNDRY are not available for aligned partial views.

Working with Detail Items

Dimensions
You can define snap lines on individual drawings to locate dimensions, notes, geometric tolerances,
symbols, and surface finishes. The system positions the snap lines relative to the view outline, or a
selected model edge or datum plane. After you have placed an item on a snap line, the item moves along
if the grid line moves (for example, when the view outline expands).
To control the display of snap lines, select Display Snap Line from the Environment dialog box. To turn
on snapping, choose Snap to snap line.
You also can put snap lines on drawing layers and blank them, but once you blank them, you cannot add
new items to them. Existing items continue to snap.
TIP: If you use snap lines, all items on them keep their distance relative to the view even if you switch
the view to another sheet.
● When the sketching plane of an extruded or revolved section is neither parallel nor normal to the
screen, the system still shows the linear dimensions of the section that are parallel to the screen.
● For clipped views, Pro/ENGINEER rotates the dimensions of a revolved section up to 180
degrees to bring them into the view outline.
● Pro/ENGINEER does not show dimensions (in a view) of features that you have suppressed using
By View. If possible, it displays them in another view.
At least one of the entities being dimensioned must be within the spline and the view boundary.
When you create dimensions in drawing mode, the configuration file option
"create_drawing_dims_only" determines whether the system saves them in the part or in the drawing as
associative draft dimensions. When you set this option to "yes" (the default is "no"), it saves all new
dimensions created in the drawing as associative regardless of the setting of the drawing setup file
option.
The length of dimensions created in drawing mode reflects the length of the entity as it appears in the
view and is, therefore related to the drawing scale.
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The dimension to be converted must be shown as linear. To modify a dimension type from linear to
ordinate, you must first establish a reference baseline. If you just created a baseline, it remains set until
you set another, or until you exit the MOD DIM TYPE menu. Only one baseline can be current (set) at
one time. The following dimensions cannot be converted to ordinate:
1. A diameter dimension shown as linear
2. A centerline dimension.
Notes
When you are entering notes from a text file, the file can reside in the current directory, or can be present
anywhere within a search path that you have specified using the configuration file option "pro_note_dir".
You can enter notes from a file that contains dimensions, parameters, special symbols and superscripted
or subscripted text. However, you cannot enter information about characteristics such as text height, text
width, text angle, and slant angle. You must use the commands in the MODIFY TEXT menu to change
this information manually.
When you use the keyboard to type note text manually, you can add blank lines, create superscripted and
subscripted text, add symbols, and include parameter information.
Balloon notes consist of text enclosed in a circle. To restrict the size of a balloon, use the drawing setup
file options "max_balloon_radius" or "min_balloon_radius".
To create superscripted text, type @+text@# and to create subscripted text, type @-text@#, where text is
the note that is superscripted or subscripted.

To create a Text in a box, type @[Text@] where Text is the note that is in the box.
You can place draft (add and dd) dimensions and reference(rd) dimensions parametrically in drawing
notes and tables using &add or &dd. Draft(driven) dimensions and reference dimensions created in the
drawing are updated when the model is regenerated.
● Yes-No: When you set the drawing set up file option "yes_no_parameter_display" to "yes_no",
parameters can have a "yes" or "no" value in drawing notes. When you set it to "true_false" (the
default value), they can hane a "true" or "false" value.
● Dimensions: &d#, &rd or &ad#, where # is the dimension ID. Examples: &d12, &ad24, &rd2
● Instance Numbers: &p#, where p is the parameter ID. Example: &p3
● User defined parameters: &xxxx, where xxxx is a symbol defined in a relation.
● Datum names: &dtm_name, where name is the name of a datum plane.
● Drawing parameters: &parameter:d, where parameter is the parameter name. You can modify
the value by using the Value command in the MODIFY DRAW menu.
● Drawing labels: you can add the folowing drawing labels to a drawing:
● &todays_date: Adds the date as of the note´s creation in the form dd-mm-yy. You can edit it
later as any other nonparametric note, using Text Line or Full Note. If you include this symbol in
a format table, the system evaluates it wen it copies the format into the drawing.
● &model_name: Adds the model used in the drawing.
● &dwg_name: Adds the name of the drawing.
● &scale: Adds the scale of the drawing.

● &type: Adds the drawing modeltype.
● &format: Adds the format size.
● &current_sheet: Adds the sheet number for the sheet on which the note is located.
● &total_sheets: Adds the total numbers of sheets for the drawing.
The configuration file option "todays_date_note_format" controls the initial format of the
date displayed in the drawing.
Year:
%yy for 97
%yyyy for 1997
Month:
%Mmmm for Jan
%MMM for JAN
%Month for January
%MONTH for JANUARY
%mm for 01
%m for 1
% m for <space>1
Date (if 2 digits are needed to represent the date, all three are the same.
Therefore, "%dd%mm%yy" produces "01 01 97")
%dd for 01
%d for 1

% d for <space>1
The following formats are also valid:
%dd-%Mmm-%yy (= 01-Jan-97)
%mm/%dd/%yy (= 01/01/97)
%Mmm %dd, %yyyy (= Jan 01, 1997)
When you edit a note using Text Line and Full Note, the system preserves all of the attributes (font,
height, width, or slant angle) applied to a portion of the text. However, the note appears much different
from how it does on the drawing. The system breaks up a text string into portions wherever there is a
new line of text or a parameter (such as dimensions), and encloses each portion of the text in braces ({}),
giving it an integer label. Labels identify the initial order of the text, and any attributes for that portion.
When editing text, or adding more lines, you can copy the attributes of a portion of text by using the
same integer label.
Using True Type Fonts

To access the true type fonts, you must first specify them in the drawing setup file, using the "aux_font"
drawing setup file option: aux_font# font_name.
True type fonts are more complicated than PTC fonts and therefore can take more time to repaint.

Tolerances
Tolerances
Dimensional Tolerances
●
● tol_display Set the tolerance display on and off

● tol_mode Set the default display for dimension tolerances Set Datums
● maintain_limit_to_nominal Maintains the nominal value of a dimension regardless of the changes that you make to
the tolerance values. If you set it to "yes", the system does not modify the Nominal Value of a dimension with a
Limits tolerance format when you set the format to Limits or change the value of the upper or lower tolerance.
● Before you can create dimensional tolerances you have to load the tolerance tables in the model. Set the tolerance
standard to ISO/DIN and retrieve the tolerance tables you need.
TIP: Retrieve often used tolerance tables in the start part.
Creating Geometric Tolerances

Geometric tolerances can be created in Part, Assembly, and Drawing modes. To create them in Part and Assembly modes,
select Setup, Geom Tol, Specify Tol. To create them in Drawing mode, select Create, Geom Tol, Specify Tol. In either case,
the Geometric Tolerance dialog box will appear as shown in Figure 1.
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Tolerances
Figure 1
Once the Geometric Tolerance dialog box appears, the procedures for creating a geometric tolerance are the same in Part,
Assembly, and Drawing modes. The procedures are as follows:
1. Select the type of geometric tolerance to be placed. The possible types are graphically shown on the left hand side of
the Geometric Tolerance dialog box, as shown Figure 1. In this example, the position tolerance type has been selected.
2. Select the model to be toleranced. The model may be selected from either the Model drop down list or by selecting
Select Model... and picking the model from the screen. In Drawing mode, the list of available models will include all
the models currently in the drawing as well as the drawing itself. For assemblies, the list of models will include the
assembly as well as the components that make up the assembly. For parts, only the part can be selected as the model.
3. The next step is to assign datum references to the geometric tolerance. Select the Datum Refs tab from along the top
of the Geometric Tolerance dialog box and choose the datums for the primary, secondary and tertiary references. For
each reference, the material condition may also be set. In this example, the primary datum is being set as datum "A"
with a maximum material condition (MMC) as shown in Figure 2. The secondary datum is being set as a compound
datum "B-C" with an RFS(No Symbol) material condition as shown in Figure 3. For position and surface profile
geometric tolerances, a Composite Tolerance can be set with or without a datum reference. Figure 4 shows the
composite tolerance being set with a value of 0.005 and the primary datum (datum "A") being selected as the
reference.

Tolerances
In order for datum planes or axes to be selectable for use as datum references, they must have previously been set
using the Set Datum option from the GEOM TOL menu.
Figure 2
Figure 3

Tolerances
Figure 4
4. The next step is to set the tolerance value for the geometric tolerance. Select the Tol Value tab from along the top of
the Geometric Tolerance dialog box and set the Overall Tolerance as desired. The Material Condition for the overall
tolerance can also be specified. In this example, the tolerance is being set to 0.020 at MMC, as seen in Figure 5. For
straightness, flatness, perpendicularity, and parallelism, a Per Unit Tolerance may be set. In this example, a Per Unit
Tolerance is not applicable.
Figure 5

Tolerances
5. The next step is to set the Symbols, Modifiers and a Projected Tolerance Zone. Select the Symbols tab from along the
top of the Geometric Tolerance dialog box. The options Statistical Tolerance, Diameter Symbol, Free State, All
Around Symbol, and Tangent Plane symbols may be selected depending on the type of geometric tolerance being
placed. A Profile Boundary or a Projected Tolerance Zone may need to be established depending on the tolerance
being set. Select any desired Symbols, Modifiers, Projected Tolerance Zone, or Profile Boundary. In this example, a
Projected Tolerance Zone will be placed below the geometric tolerance with no specified Zone Height. If a specified
Zone Height is desired, select the Zone Height option and enter the desired height in the input field.
Figure 6
6. The Reference Entity should then be set by first selecting from the Type drop down list in the Model Refs portion of
the dialog box and selecting one of the available options. Once the desired Reference Entity type is selected (i.e.. Edge,
Surface, etc.), the Select Entity... option will become depressed and the Reference Entity should be selected on the
screen.
7. With the geometric tolerance now fully defined, place the geometric tolerance as desired by selecting the Placement
Type from the drop down list. The possible placement options will vary depending on the type of geometric tolerance
being placed. The list of possible options are, Dimension, Free Note, Leaders, Tangent Ldr, Normal Ldr, and Other
Gtol. For this example, the geometric tolerance has been placed as a Free Note. The Place Gtol... option will become
depressed after selecting the Placement type. Continue placing the geometric tolerance.
If the geometric tolerance is placed, it does not mean that the definition of the geometric tolerance is complete.
The geometric tolerance can be placed and actively changed until it is set. Figure 7 shows the geometric tolerance
created in this example.

Tolerances
Figure 7
8.After the geometric tolerance is placed, there are other options:
● Select New Gtol to create a new geometric tolerance.

● Select Cancel to quit the creation of the current geometric tolerance and exit the dialog box.
● Select OK to accept the current geometric tolerance and exit the dialog box.
Modifying Geometric Tolerances

The modification of geometric tolerances can be performed in Part, Assembly, or Drawing modes by selecting Modify, Geom
Tol. Once a geometric tolerance is chosen, the Geometric Tolerance dialog box will appear with options to change the
geometric tolerance type, datum references, tolerance values, and symbols. None of the settings under Model Refs may be
modified (which include the Model, Reference Entity, and Placement values). Also, note that if the Type of geometric
tolerance is changed, datum reference information will be removed from the existing geometric tolerance or the settings
under Datum Refs will become unavailable, depending on what information is proper for that particular type of geometric
tolerance.
Procedure
1. Figure 1 displays a drawing view with a geometric tolerance. To change any of the values of this geometric tolerance, select
Modify, GeomTol and choose the geometric tolerance.

Tolerances
Figure 1
2.The dialog box appears and by default, the settings for Tol Value are available for modification. Values for Overall
Tolerance and Material Condition can be changed, as displayed in Figure 2. Notice that any modifications made in the dialog
box automatically update the model and/or drawing.
Figure 2

Tolerances
3.Modify the datum references, material conditions, and compound/composite tolerance information by selecting Datum
Refs from the Geometric Tolerance dialog box, as seen in Figure 3.
Figure 3
4.Make any changes necessary with respect to symbols, modifiers, and projected tolerance zone information by selecting
Symbols, as shown in Figure 4.
Figure 4

Tolerances
5.Once all of the desired changes are made, select OK from the Geometric Tolerance dialog box. The modifications made in
the previous steps to the original geometric tolerance are displayed in Figure 5.
Figure 5

Symbols
Symbols
Creating a Generic Symbol
Procedure
1. To create a symbol, select Create from the DETAIL pull down menu, Symbol, Definition, Define, and enter the name of the new symbol. This
will open up the SYM_EDIT sub window in which the symbol will be created.
2. Sketch the symbol as seen in Figure 1. The symbol can be sketched by selecting Detail, Sketch from the SYMBOL EDIT menu or by using
Copy Drawing and selecting existing entities in the drawing window. The notes "\Note #\" and "\text\" were created using Detail, Create,
Note from the SYMBOL EDIT menu. Because both notes are surrounded by backslashes "\", the text for these notes will be variable. Variable
text allows for preset values to be defined as symbol attributes and selected when placing symbols on the drawing. Preset values may be used
for each of these notes. If the text in a note is to remain constant, do not use any "\" before and after the text.
Figure 1
3. When all of the entities have been sketched, groups can be made so that several instances of one generic symbol can be made. Groups are
useful because each instance of the symbol will be saved with the generic, rather than a separate symbol file for each instance. To create a
group, select Groups, Create from the SYMBOL EDIT menu and enter in the name of a group: "triangle", for example. Select the entities seen
in Figure 2 to be in the group, "triangle". If an entity is mistakenly omitted or one is chosen that does not belong to that group, Edit, Triangle,
Add or Remove from the SYM GROUPS menu can be used to edit the group definition. Create another group called "text" and select the
notes "\Note #\" and "\text\". Add the last group called "wings", which includes the two arcs on the top of the triangle.
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Symbols
Figure 2
4. Sub-groups need to be created in the top level group "triangle". To create a sub-group under "triangle", select Groups, Change Level, Triangle
(this is the group under which the sub-group will be created), and This Level. Now, two groups called "point" and "bottom" need to be created.
In the "point" group, the two slanted lines were selected, as seen in Figure 3. The horizontal line was included in the "bottom" group, which is
omitted from Figure 3.
Figure 3
5. When placing an instance of the symbol, it is possible to exclusively include either the "point" or the "bottom" sub levels, without having both
in the symbol at the same time. To select one of these groups, change the level to the "triangle" group using Groups, Change Level, Triangle,
This Level. Then select Groups, Group Attr, Exclusive. Note that for this example, there were NOT any exclusive groups created.
6. Choose the attributes for the symbol by selecting Attributes from the SYMBOL EDIT menu. See Figure 4 for the Attributes dialog box. For
this symbol, Free placement is being selected to allow the symbol to be placed anywhere on the drawing. The origin of the symbol is defined
using the Pick Origin... button. Variable - Drawing Units is selected to allow for variable heights of the symbol when placing an instance
utilizing the drawing units. The Var Text tab may be use to specify preset values for the variable texts from the notes. Select the OK button to

Symbols
finish the symbol definition.
Figure 4
7. As with the Attributes dialog box, there is a dialog box for defining an instance of a symbol to be placed on the drawing. Select Instance from
the SYMBOL TYPE menu to define the instance. For the example in Figure 5, "SYM1" is retrieved, and a copy of the symbol is defined with
"xyz" as the new name. The variable height has been changed to "3".
Figure 5
8. The grouping of the symbol instance is controlled through a tree representation of the group levels and sub levels as seen in Figure 6. The
window to the right allows for the preview of the symbol before it is actually placed. As shown in the dialog box, the sub level group
"BOTTOM" (which contains the horizontally sketched line) is not selected in the tree, and consequently not seen in the preview of the
instance.

Symbols
Figure 6
9. The last step in defining the instance is to give values for the variable text. In Figure 7, the value of "1" was given for "Note #", and the value
of "PTC" was given to the "text" variable text.
Figure 7
10. Once the Grouping and Var Text have been defined, the instance can be placed by selecting Place Inst... from the Placement tab (see Figure 5)
and selecting a location on the drawing.
11. The symbol can be written to disk so that it can be used on other drawings by selecting Definition, and then Write from the DWG SYMBOL
menu.
12. All of the 14 instances shown in Figure 8 can be created from the generic symbol by selecting various combinations of the groups.

Symbols
Figure 8

Frames, Tables and Boms
Creating a New Sized Format from an

Existing Format
The following procedure describes the suggested technique for creating a format of different size from an
existing format using IGES or DXF translation. The end result of this procedure will be a new format, which
contains all of the tables and draft entities from the original format, scaled to fit the new format size.
Procedure
1. Retrieve an existing format into memory using Mode, Format, Search/Retr and select the name of
the format to be copied from the SELECT_FILE menu.
2. If the format has Pro/E tables which contain parameters, the tables will need to be saved so they can
be placed on the new format once the IGES or DXF file has been read in. To save a table to disk, use
Table, Save/Retrieve, Store and select one of the tables on the format. When prompted to "Enter a
name for the drawing table [QUIT]:", enter a name that will be easy to remember, such as
"title_block". Repeat this process for all tables on the format.
3. Once all of the tables have been saved, delete them all from the current format. This is necessary to
prevent table lines from being converted into draft entities during IGES and DXF transfer. To delete
a table, use Table, Delete and select a table. When prompted "Do you really want to delete the table?
[N]:", enter yes.
4. When all of the tables have been deleted from the format, the IGES or DXF file can be created. To
do this, use Interface, Export and select either IGES or DXF, and enter the file name. Both IGES
and DXF are equally effective.
5. Create a new format by selecting Mode, Format, Create enter in the new format name. Select a new
format size from the DWG SIZE menu, and then select the units of the new format from the
FORMAT UNITS menu.
6. Import the IGES or DXF file created in step 4 by using Interface, Import select either Iges or DXF,
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and enter in the name of the file created in step 4. When prompted "Drawing is smaller/larger than
format. Scale to fit format? [Y]:", enter yes.
7. Unless the format just created has the same proportions as the original format (A,C, and E sized
formats have the same proportions; B and C sized formats have the same proportions) the file just
imported will not "fit" the new format size correctly. The entities on the new format can be stretched
using Detail, Tools, Stretch. When this is done, some entities may have to be redrawn or copied from
existing entities on the format.
8. When all of the sketched entities have been finalized, the tables that were saved to the hard disk can
be retrieved onto the new format using Table, Save/Retrieve, Retrieve. Enter in the name of one of
the tables and place it on the format using options from the GET POINT menu. Repeat this process
for all of the tables stored from the original format.
Using Parameters in Formats

There are two types of parameters, which can be used on a format, user defined parameters and those
supplied by Pro/E. Each parameter has certain unique characteristics which allow them to be used in
different ways when placed on a format.
Procedure
1. Create a title block similar to the one shown in Figure 1 on a format. The table can be created using
standard Table functionality.

Figure 1
2. There are two different types of parameters that can be used in a format: Pro/E parameters and user
defined parameters. Pro/E parameters include "&model_name", "&ampcurrent_sheet",
"&total_sheets" "&scale", and "&todays_date". See the section entitled "Including Parameter
Information" on page D-219 of the Pro/E User Guide for a listing of the Pro/E supplied
parameters. Pro/E parameters, with the exception of "&todays_date", can be placed on a format as
text in a Table cell or as a note. When the format is added to a drawing, these parameters will update
with the appropriate value. For example, "&dwg_name" will update with the name of the drawing
file, "&current_sheet" will update with the number of the current sheet of the drawing. Since the
Pro/E parameters "&model_name", "&scale", and "&type" all need to reference a model in order
to update with the correct information, it is good practice to add the model to a drawing before a
format is added.
3. Add the Pro/E parameters similar to those shown in Figure 2 to the format table.

Figure 2
4. Figure 3 illustrates how this table would look if the format were added to the drawing both before
and after a view of the model. Figure 3-top is the table that was added before a view of the model,
and Figure 3-bottom is the table that was added after a view of the model. Notice in Figure 3-top that
the parameters "&model_name" and "&scale" have not updated. They evaluate to MODEL
NAME and DRAWING SCALE, respectively. In Figure 3-bottom, these two parameters have
updated. This is because there was a model to reference to find the appropriate information. If a
model is added after the format is added, then add the format again by using Sheets, Format,
Add/Replace.

Figure 3 (top, bottom)
5. Although &todays_date is an internal Pro/E parameter, it needs to be placed in a Table in order for
it to be evaluated when the format is placed on a drawing. If &todays_date is placed as a free note
on a format, the parameter will not be evaluated. The note will appear as "&todays_date".
6. In order for a user-defined parameter to update with information from the model, the parameter
must be placed inside a Table. Placing the parameter inside a Table is a cue for Pro/E to search the
current model for a parameter of the appropriate name. If the parameter is not placed inside a Table,
the parameter will not update with information from the model, but will be treated as a regular note.
However, if a parameter name is entered into a Table, and this parameter does not exist in the model,
Pro/E will prompt to "Enter text for the parameter "parameter name" [NONE]:". This is a good
method of having Pro/E prompt for a value, such as "&drawn_by", when a format is placed on a
drawing. As seen in Figure 4, the user defined parameters "&mat" and "&drawn_by" have been
place inside of the Table on the format.
Figure 4

Large Assembly Drawings

Config Options
The following are configuration file options that relate specifically to large assembly drawings. Making
use of these options can significantly improve drawing productivity.
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Assembly Manipulation Techniques
The following suggestions can be used in Assembly mode prior to Drawing creation:
❍ Create the simplified reps you need for the drawing.
❍ Don't mix up several simplified reps in one drawing because you'll have to load all parts
again.
❍ If its necessary to have several representations in one drawing, create first for each rep one
drawing and merge them later together to a multiple sheet drawing.
❍ Use Simplified Representations to prevent Pro/ENGINEER from retrieving unnecessary

models into memory.
❍ Replace models that are not referenced in a drawing view with Geometry Reps. Geometry
Reps take approximately half the time to retrieve as the master model.
❍ Use as few assembly features as possible because intersecting components creates hidden
copies of the model and this uses additional memory. When sketching assembly features,
use closed sections and manually select the components to be intersected. This will prevent
Pro/ENGINEER from intersecting extraneous components and will speed up drawing
performance.

Increasing Performance when

Working with Large Assembly
Drawings
The following methodologies can be utilized in drawing mode to increase drawing productivity:
❍ Set the line display of all views to Wireframe. Regeneration time will be faster than if the
display of the views are set to Hidden or No Hidden.
❍ Erase views that are not being used when detailing the drawing. By erasing a view the
display will not be calculated by Pro/ENGINEER and this will decrease regeneration time.
Use Views, Resume View to resume the views before plotting.
❍ Move views, which are complete to separate sheets of the drawing. The views can be
moved back to the original sheet prior to plotting.
❍ Use Z-Clipping to reduce graphical information displayed in an assembly view. All

geometry behind the Z-Clipping plane will be removed from the display.
❍ Use Views, Dwg Models, Add Model for adding subassemblies to the drawing. Create
views of the subassemblies instead of creating views of simplified representations of the
master assembly.
❍ Create separate drawings whenever possible, as this will prevent Pro/ENGINEER from
retrieving unnecessary models into memory.
❍ Use Pro/BATCH so all plotting can be performed outside of Pro/ENGINEER
❍ To minimize retrieval time when plotting, use View Only retrieve. The config.pro option
"save_display" must be set to "yes" prior to saving the drawing.
❍ The display of components in an assembly can be blanked in a drawing. Create layers to

blank the display of many components in an assembly. Use Views, Disp Mode, Memb
Disp and Blank to also blank the display of assembly components.

Tips & Tricks
When working in a drawing and changing the part (or assembly), all views of the drawing are
unregenerated. After switching back to the drawing, all views of the current sheet are regenerated
automatically. This could last up to 1 hour and more.
By setting the config option auto_regen_views to no, the views are not regenerated automatically. So the
user has control using Views - Regenerate View to regenerate the view, which he currently needs to go
ahead with his work (Often the user is doing a change in the model and he needs only one view to be
updated at the moment).
Exception: When changing display of a layer, the views are regenerated regardless of this option setting.
PTC development is working on this problem.
If it hurts too much, use these workarounds:
● Erase views before using layer

● Add an additional empty sheet to the drawing, switch to this sheet before using layer
If you find a better solution, please inform me.
To speed up working in drawings you can
● suppress features in the part

● use wireframe display
● erase views in the drawing
● use simpl. Rep. in assembly drawings (e.g. work as much as possible with skeleton part, while
real part is suppressed)
When retrieving a drawing, ProE needs time for following steps:
Retrieval of drawingfile and all modelfiles, then the display of all views has to be regenerated. When the
drawing has several sheets, then the views of the sheet, which was current when saving the drawing, are
regenerated.

This regeneration of the views takes most of the time, when retrieving a drawing.
Example cylinderheaddrawing: Load of files takes 1 min., regeneration of views takes 20 min.
To speed up retrieval time, you can either
● Save the display of views when saving the drawing: If you set Environment, Save Display (or
use config option SAVE DISPLAY), then the display of the drawing is stored in the drawing file.
Second advantage is, that you can retrieve the drawing very quickly without model (View only)
for inspecting or plotting.
Attention: Views, which are not regenerated (see upper chapter) when saving the drawing, are
automatically regenerated, when retrieving the drawing (regardless of SAVE DISPLAY setting).
Example: Drawing and model is in session; then the model is modified. After switching back to
drawing, only some views are regenerated (using Views - Regenerate View), all other views stay
unregenerated.
Additionally when retrieving this drawing with View only, then the unregenerated views are not
displayed (only a rectangle is visible).
It may be makes sense to regenerate all views before saving the drawing.
● Erase views before saving the drawing. The erased views are not regenerated while retrieval. The
user has to resume the views, which he needs for work. This could maybe also done with new
Representation functionality in Rev 2000i.
● When setting the config option INTERFACE_QUALITY to "0", the creation time of plotfiles is
accelerated enormous. Pro/E doesn’t check the output, so check the plots, whether there are
problems or not.
● Set the Frame when you have placed at least one view. Then the parameters will be filled in
automatically.
● Customers complained about dimensions, which moved in the drawing without any reason. We
recognized that every drawing view has got a "bounding box" which influences the position of the
dimensions. If the outer geometry is modified (for example additional features), the dimensions
will change their positions. Workaround: create a bounding box made of surface features around
your part which will not be exceeded.
● The config.pro option FORCE_WIREFRAME_IN_DRAWINGS is probably too confusing for

working with complex models.
● Everybody should be aware, that all views should be regenerated before plotting.

● The option CREATE_DRAWING_DIMS_ONLY should be set to yes. If you don’t do this, the
dimensions, which you create in your drawing will be saved in the .prt file. If you create a
drawing with created dimensions and you forget to save the model as well you will loose all the
created dimensions.
● If you work parallel with y
our model and the drawing in different windows you shouldn’t modify you environment settings.
If you do this all views will be regenerated. A workaround is to set the fast hlr option. Another
way to avoid long waiting times is to modify the display mode of the different views separately by
using the DISP MODE, DISP VIEW command.
● The command VIEWONLY RET can save a lot of time during the retrieval of a drawing. But if
you did not regenerated all views before you saved the drawing, you’ll see at the next retrieval
with this command only bounding boxes for the views which are not regenerated. The
workaround is to create a mapkey which regenerates all views, saves the current drawing and
quits Pro/E. Activate this mapkey in the evening before you leave.
● If you set the SAVE_DISPLAY option to YES, you’ll get the views immediately if you retrieve a
drawing. But be aware that this happens only to views, which have been regenerated before
saving it. The rest will be regenerated. This causes sometimes nevertheless long waiting times.
● Avoid regenerating. Do it before you go for lunch or at the end of the day before you leave.

collaboration
Pro/ENGINEER
innovation
Tips and Tricks
global solutions
5 December 2001
© 2001 PTC
Agenda
Introductions
Goals for Today
General ProE Tips
Drawing Tips
Questions
© 2001 PTC 2
Tips & Tricks – Goals
A Bunch of Things You Probably Knew
Some Things You Didn’t Know
Maybe One Thing That Works Great

That You Didn’t Know
© 2001 PTC 3
Tips & Tricks – General ProE
Middle Mouse Button to Accept
Right Mouse Button for Pop-up Redefine/Info/Etc.
File Preview
Use Fast Hidden Line Removal
Renaming Features
Display Datums While Spinning
Component Display States
Explode States
Assembly – move component using CTRL-ALT
© 2001 PTC 4
Tips & Tricks – Model Tree
Right Mouse Features from Model Tree
Drag and Drop Re-Order
Drag and Drop Insert Mode
Right Mouse in Model Tree
Custom Model Tree Setups
Rename/Modify Features in Model Tree
© 2001 PTC 5
Tips & Tricks – Sketcher
Cheat Sheet (Handout)
Middle Mouse Button to get Pick Arrow
Configure Screen & Icons
Mapkeys – Create & Iconize
© 2001 PTC 6
Pro/ENGINEER 2000i2 Sketcher Cheat Sheet Line Centerline
Sketcher Tools
Toolbar
Concentric
Circle Circle Ellipse
Select Item
(hold SHIFT to gather more)
Sketcher Arc Tool
Preferences tangent & Concentric Arc Center & Conic
Rectangle 3-point Arc Ends Arc
This menu appears

when you have nothing
selected and click the
Right Mouse Button
Elliptical
Fillet Fillet
Spline
Reference Create
Create Dimension Csys Point
Modify
(dimensions,
splines & text)
Use Offset
Edge Edge
Sketcher Constraints
Create Datum Plane Dynamic

This menu appears Trim Trim Divide
when you have an item
Create Datum Axis
Right Mouse Button
Create Datum Curve
Pressing the Create Datum Points Scale &
DELETE key will
delete selected Mirror Rotate Copy
Create Datum Csys
items
Create Analysis Feature
Asynchronous Datum Complete Quit

Creation Toolbar Section Section
(Used Anytime out of
Sketcher Mode)
Sketcher Toolbar
Undo Redo
Toggle
Vertices
Reorient to Toggle Toggle Toggle

Sketch View Dims Constraints Grid
© 2001 PTC 7
Ethan Meyer - PTC MSS
Tips & Tricks – Drawings (Clarity)
Z-Clipping (also decreases repaint time)
Member Display
Relating Draft Items to a View
Quilt Hidden Line Removal
Fonts
Use @o to attach leader to multi-line text
© 2001 PTC 8
Tips & Tricks – Drawings (Ease of Use)
Right Mouse Modify
Align Views / Unalign Projected Views
Copy from other Drawing
Template Drawings
Word Wrap (2001)
© 2001 PTC 9
Tips & Tricks – Drawings (Speed)
General Tips:
Turn off datum displays
Work in wireframe
Set auto_regen_views to no
No View Open (open_simplified_rep_by_default=yes)
Erase/Resume Views
Snapshot of View
Merge Drawings
© 2001 PTC 10
Untitled Document
KinetiVision
Presents
Pro/ENGINEER
Release 2001
Tips and
Techniques
http://www.kinetivision.com/freevids/view_disp_mode.htm [28.11.2002 13:04:43]

http://www.kinetivision.com/freevids/comp_disp.htm
KinetiVision
Presents
Pro/ENGINEER
Release 2001
Tips and
Techniques
http://www.kinetivision.com/freevids/comp_disp.htm [28.11.2002 13:05:01]

http://www.kinetivision.com/freevids/drip_loop.htm
KinetiVision
Presents
Pro/ENGINEER
Release 2001
Tips and
Techniques
http://www.kinetivision.com/freevids/drip_loop.htm [28.11.2002 13:05:21]

Title: Design Animation
Date: 8/8/2002
PTC-MSS Services
Design Animation
Table of Contents:
1) Overview
2) Tutorial
3) Key Vocabulary
4) Tutorial Evaluation
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Overview:
Pro/ENGINEER Design Animation provides engineers with a

simple yet powerful tool for conveying complex information
about a product or process through animation sequences. Now
communication with groups as diverse as customers, suppliers,
sales and marketing, management, and design is easier than ever.
Animation sequences also serve to provide exceptional
communication value in design reviews or as a method for remote
communication of information.
Tools to communicate design sequences
Pro/ENGINEER Design Animation enables the creation of animation sequences within
Pro/ENGINEER, using parts, assemblies, and mechanisms. Using key frames, drivers
and inherited mechanism joints, animations can be created and manipulated with ease. As
a simple yet powerful way to convey complex information about a product or process,
these animation sequences can be used as animated guides to assembly, disassembly, and
maintenance procedures or to provide useful concept communication tools for sales and
marketing, management meetings, design reviews, and as a method for remote
communication of information.
Capabilities:
Integrated and associative
Design Animation is an integrated part of Pro/ENGINEER, so there are no data transfer
problems usually found with 3rd party animation packages, and users benefit from full
associativity and interoperability with other PTC products and data management tools. If
the designs of parts or assemblies change, the animation will update automatically.
Key frame sequences
The user defines the key frame sequences, which describe the position, and orientation of
parts and assemblies at specified times, and Design Animation interpolates between these
key frames to produce a smooth animation. Key frames can be easily created by simply
'snapping' current positions and orientations in Pro/ENGINEER.
Animation specific tools
Pro/ENGINEER Design Animation delivers powerful assembly manipulation
functionality to help quickly set up key frames by allowing the user to specify geometric
constraints, translational and rotational dragging, body locking and other tools. This
allows rapid manipulation of part positions to quickly build key frame sequences and
animations.
Animation manager
Events, key frames, and sub-animations are displayed and controlled by the easy-to-use
animation manager. From this one panel, users can quickly and easily define, manipulate,
and change any aspect of the animation.
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Design intent re-use

The mechanism joints used to create and move assemblies in Pro/ENGINEER
Mechanism Design are re-used by Pro/ENGINEER Design Animation where they can be
selectively activated and de-activated at any stage during animation sequences.
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PTC-MSS Services
Tutorial:
For this introduction to Design Animation, we will take you through the basics of
developing an animation process, controlling camera angles and component displays.
The model that we will be using in this tutorial is a Pedal Mechanism Assembly, as
shown below:
Step one:
Change your working directory to the folder called design_animation. Once you have
navigated to that location, open the model called, top_level.asm. This will open the
model that we will be using for Design Animation.
Since Design Animation is a floating module, we need to grab the floating license. Click
on the pull-down menu called, Utilities and click on Floating Modules.
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This will open the Floating Modules GUI, were you can select the license for Design
Animation, and then click OK.
Know hat you have attained a license for Design Animation; we can begin to build our
animation. To access the tools for Design Animation, we need to click on the pull-down
menu called, Applications, and select Animation.
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This will open the new Design Animation toolbars:
Animation
Animation Icon Display
Body Definition in Animation
Drag Model and Create Snapshots
Create New Keyframe Sequence
Create New Body – Body Lock
Create New Driver
Create New View @ Time
Create New Display @ Time
Edit Selected Animation Object
Undo
Redo
Remove Selected Entity
Start Animation
Playback
Export the Animation
And open the Sequencer Window:
Sequencer Window
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The Sequencer Window is the area that we capture the details for our animation.
Step Two:
Click on the Saved View List icon, , and select ISO. Know that we have orientated
the model to the right angle, we can begin to capture component states, as we move
object apart.
Some parts of the assembly will need to become separate bodies, to allow for them to be
disassembled. If components are assembled with static constraints, then they will need to
be defined as separate bodies to move them. Click on the Body Definition in Animation
icon, . This will open the Body Definition GUI:
You can select each of the defined bodies and see particular object highlighted. When
you click on body2, you will notice that it highlights both the Shaft_Spring and
Knob_Spring. As well, if you click on body 3, you will notice it highlights both the
Shaft_Spring and Knob_Clutch. These object need to be broken up if we plan on moving
each of the knobs separately. From the Bodies GUI, choose Add. This will open the
Bodies Add GUI:
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Select on the Knob_Clutch, Done/Sel and click OK. Click Add again, and select the
Knob_Spring, Done/Sel and click OK, Close the Bodies GUI.
Step Three:
Know that we have defined the particular bodies that we will be moving in the assembly,
we can start to capture their translated states. Click on the Drag Model and Create
Snapshot icon, . This will open the Drag GUI:
In the viewing window, you can see the central coordinate system for the assembly. This
will be used to help us move components in a particular direction.
Before we begin moving objects, lets capture the present state, click the camera icon,
, to take a snapshot. The snapshot will be given a default name, Snapshot1.
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Highlight Snapshot1 and this will give you the opportunity to rename the snapshot. In
the name field give it a detailed name, step_one.
Lets start to move a component, select Translate in X icon, . Pick on the

Knob_Spring component and move it to the right, away from the assemble. When you
get it to be were you want it, click the first mouse button (FBM).
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Click the camera icon, , to take a new snapshot. The snapshot will be given a default
name, Snapshot2. Highlight Snapshot2 and this will give you the opportunity to rename
the snapshot. In the name field give it a detailed name, step_two.
Repeat this process for the Knob_Clutch. Select Translate in X icon, , click the
component and move it to the left, away from the assembly. Click the FMB to place the
component were you like it. Click the camera icon, , to take a new snapshot. The
snapshot will be given a default name, Snapshot. Highlight Snapshot3 and this will give
you the opportunity to rename the snapshot. In the name field give it a detailed name,
step_three.
Mechanism
Constraint
Step Four:
Know that we have translated the knobs. We can start to move the other components. In
the assembly, we see mechanism constraint symbols on the components we want to
move. Since they were assembled with these special types of constraints (see Mechanism
Tutorial to learn more about mechanism constraints), we need to disable them to translate
the component. Still in the Drag GUI, select the Constraint tab. This will open new
options to select from.
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We can perform a variety of tasks from this window, however we are concerned with
disabling the existing constraints. Select the Enable/Disable Constraint icon, . This
will allow you to select a constraint, select the following pin-joint:
Once you have highlighted it red, click done/Sel, this disable the constraint and show it in
the list.
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Select the Snapshots tab again and select the Translate in X icon, . Pick the
Shaft_Spring component were we disabled the constraint and move it to the right away
from the assembly. Click the camera icon, , to take a new snapshot. The snapshot
will be given a default name, Snapshot4. Highlight Snapshot4 and this will give you the
opportunity to rename the snapshot. In the name field give it a detailed name, step_four.
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Lets move the other knob. Still in the Drag GUI, select the Constraint tab. This will open
new options to select from.
Select the Enable/Disable Constraint icon, . This will allow you to select a
constraint, select the following pin-joint:
the list.
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Select the Snapshots tab again and select the Translate in X icon, . Pick the other
Shaft_Spring component were we disabled the constraint and move it to the left away
from the assembly. Click the camera icon, , to take a new snapshot. The snapshot
will be given a default name, Snapshot5. Highlight Snapshot5 and this will give you the
opportunity to rename the snapshot. In the name field give it a detailed name, step_five.
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Only one more component to move, the pedal. We will need to disable one last
constraint. Still in the Drag GUI, select the Constraint tab. This will open new options to
select from. Select the Enable/Disable Constraint icon, . This will allow you to
select a constraint, select the following pin-joint:
the list.
Select the Snapshots tab again and select the Translate in X icon, . Pick the other
Pedal component were we disabled the constraint and move it up away from the
assembly. Click the camera icon, , to take a new snapshot. The snapshot will be
given a default name, Snapshot6. Highlight Snapshot6 and this will give you the
opportunity to rename the snapshot. In the name field give it a detailed name, step_six.
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Step Five:
Know that we have disassembled the components into there individual steps; we can
capture the steps in time. Select the Create New Keyframe Sequence icon, ; this
will open the Key Frame Sequence GUI. Under name, change the default KF1 to
Disassemble.
Rename
sequence to
Disassemble.
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Under Key Frame, click he pull down menu and select step_six, with a time of zero.
Click the Add Keyframe icon, ; this will add the Keyframe to the list, as well as, the
sequence window.
Next click the Keyframe pull down menu again and select step_five. This time we are
going to edit the time. By default the time will have changed to 1 sec., we are going to
put 2 sec. Once you have made the changes click the Add Keyframe icon, . Repeat
the previous steps to add the keyframes until you have added all
the steps. When you are done it should look like the following,
every step will be 2 seconds apart. Click OK to exit the GUI.
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Step Six:
Know that we have defined the Keyframe in the sequence window; lets play the sequence
to see what it looks like, click the Start the Animation icon, . How does that look?
Lets add another level of detail, by capturing camera angles at specific times. Click the
Create a New View @ Time icon, ; this will open View @ Time GUI.
Under the Name pull down menu select the predefined view called Right, click Apply,
this will add the view to the sequence window.
Click the Name pull down menu and select ISO. Under the Time area put 3 in the value
field, click Apply. Repeat adding the following views; Angle and ISO2, at 3-second
intervals. When you are done it should look something like this:
Play the sequence; click the Start the Animation icon, . If the camera angles are not
were you want them, you can click on the camera object in the sequence window and
move it to were you want it.
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Step Seven:
Lets view the animation, click the Playback icon, . This will open the Playback GUI;
it looks like a VCR control panel.
Click the icon to play the animation; you can even control the speed by moving the
toggle switch. If you want to save the animation to a movie file (MPEG), click capture.
Leaving everything as default, click ok, this start to create the movie.
Save the file in Pro/E. You are done the tutorial!
There are other details you can add to the animation, like Display settings and render
output. If this is of interest, please contact you local Design Animation export. Open the
file called Final_Top_Level.asm to see the advance details.
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PTC-MSS Services
Tutorial Evaluation:
Name:
Title:
Engineer Designer Draftsmen Mfg. Engr. Tech. Pubs. Analyst
PTC Products Foundation Advanced Assembly Extension Advanced Surface Extension

Used: Behavioral Modeling Intralink Modelcheck All
Time using Pro/E: 0-6 months 6-12 months 1-2 years 2-5 years 5+ years
1 – Strongly Disagree
3 – Agree
5 – Strongly Agree
1. This tutorial content met my
………………………… 1 2 3 4 5
expectations:
2. The exercise was easy to understand: ………………………… 1 2 3 4 5
3. This tutorial will help me on current

………………………… 1 2 3 4 5
projects:
4. These techniques make Pro/E a more

………………………… 1 2 3 4 5
effective tool:
5. These techniques will increase my speed

………………………… 1 2 3 4 5
using Pro/E:
What concepts/techniques learned from this tutorial will you apply on the job?
1)
2)
3)
What would you like to see as a future tutorial at your company?
1)
2)
3)
What can be done to improve these tutorials for your company?
1)
2)
3)
Additional Comments:
Page 20 of 20
Title: Pro/ECAD Techniques, Benefits & Best Practices
Date: 12/05/01
PTC-MSS Services
Pro/ECAD
Benefits, Techniques and
Best Practices Tutorial
Table of Contents:
1) Objective
2) Overview
3) Metric
4) Tutorial
5) Key Vocabulary
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Date: 12/05/01
PTC-MSS Services
Objective:
At the end of this tutorial, you will be able to:
• Repeat the steps necessary to ensure a smooth exchange of data between the
Electrical and Mechanical department.
• Formulate an internal process for managing changes between the Electrical
Engineer & the Mechanical Engineer.
• Improve product quality.
• Promote a concurrent design environment w/ out fear of design ramifications
downstream and from design issues w/in your team members.
Overview:
In the typical design process, the Mechanical Designer defines the board shape, specifies
important “keep in” and “keep out” areas, and places critical components such as
connectors, switches, displays, and LED’s using Pro/Engineer. This information is
exported via an IDF file to the PCB designer to use as the basis for the board layout in the
PCB layout system. After placing the remaining components, the fully placed board
assembly is passed back through the IDF file to the Mechanical Designer to make sure
the board assembly fits into the final product package. Multiple iterations of this basic
flow typically occur during the product design phase.
Why is it beneficial to the Electrical Engineer?

The electrical engineer can communicate design requirements effortlessly to the
Mechanical Engineer. This information includes, hole placement, pin hole placement,
keep in/keep out areas, and board size.
Why is it beneficial to the Mechanical Engineer?

Mechanical Engineers can specify mechanical requirements and transmit them directly to
an electrical engineer’s PCB layout program. Most all PCB layout programs have an
export capability called an IDF file. This is similar to exporting an IGES file. The
difference is that exact component information (placement and size) is contained within
the file. This information is transmitted effortlessly to the Mechanical Engineer. With
other translation methods, such as IGES, data is often lost in the conversion.
What are the mechanical aspects that are critical to the Mechanical Engineer?
1) Interference Checking- Accurate assemblies are created and can be joined with
other assemblies to check interference between mating parts.
2) Mass Properties can be calculated automatically by using a library of ECAD
component part files that contain accurate mass property information.
3) Static, dynamic, thermal analysis can be performed.
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Metric:
The following example illustrates the immediate impact on utilizing Pro/ECAD to
automate Printed Wiring Assembly (PWA) design information exchange between the
PCB design group and the mechanical engineering group.
This is done to:

1. Increase accuracy
2. Enhance efficiency
And removing need of interface drawing creation:
1. Translates in 1-2 man-days saving per PWA assembly

2. Immediate communication of design changes to Mechanical Engineering
upon import of PCB design data
3. Eliminates need for change documents
The previous practice of exchanging drawings and DXF data resulted in longer effort
and inaccurate results as exact component placements were difficult to establish.
4
3.5
3
DXF/Drawings
2.5
2
Pro/ECAD
1.5
1
0.5
0
Data Exchange
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Tutorial:
What is the best way to use Pro/ECAD?
You can import parts from an ECAD database in two ways:

1. Let the Pro/ECAD translator automatically create basic 3-D extrusions of the part
outlines as they are read in, or
2. Use a map file to reference a library of ECAD part files you have set up
beforehand.
If you use the automatic method, a separate .prt file for each component is automatically
created and added to the session. These files can be saved and customized in Pro/E as
necessary to more accurately show the true shape of the component. After they are
customized, you can use the import map file (ecad_hint.map) to substitute them for the
automatically generated parts if you run the import process again.
If you already have custom part files for ECAD components (ECAD Library), you can
set up the map file in advance to substitute them for the automatically generated parts.
Using this method you get a more accurate representation of the components. You will
see examples below showing with a library and with out.
A. How do I use existing PCB files with Pro/ECAD?
STEP 1: Create a New Model w/ the .emn file:
File > Open > To create a new model > Change your type to ECAD IDF (*.emn)
Select an .emn file and provide a name for the board.
The following dialog box will then appear:
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Select Options near the bottom of the screen:
Under the options tab you will see a listing of holes that will be imported. You may want
to shut the holes off depending on the number. Some times you will see a number (say
for this example 460). This represents the pin holes in the PCB board. Pro/Engineer will
generate a hole for every type listed. To reduce regeneration times turn on only the holes
that are needed.
Uncheck the first option to filter out the 460 PIN holes since they are not needed for our
design.
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The imported PCB board with holes and keep out/keep in areas is shown below:
Step 2: Create a new assembly
File > New > Assembly > (give it a name)

Component > Assemble > (In Session) > Select the PCB board part
(Select the default constraint to assemble automatically.)
Step 3: Add the components from the .emn file.
Insert > Data From File… > Change your type to ECAD IDF (*.emn) and select the
same .emn file > Open
The following options will appear in the menu:
• Components: Import component library

• Placement: Import component placement
• Other Outline: Import other outline(s) which are
volumes representing non-electrical items that would
not have reference designators
• Investig Plc: Imports component placements in
investigate mode. This option lets you selectively
accept or reject the placements of new or changed
components
• Investig Geom: Investigate component’s geometry
changes
• Use Def Template: Use default template for new
Components
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Accept the default options and select Done.
The file will import all the components creating new part files. View the model tree to
verify this.
Below is the imported assembly:
1) w/out ECAD library 2) w/ ECAD library
B. How do I use start the board design in Pro/E?
STEP 1: Create an ECAD Area in the model:
W/ a board already modeled,
Insert > Cosmetic > ECAD Area…
The following menu will appear:
• Regular Sec: Feature will regular sketching plane

• Project Sec: Feature will use projection of section on
selected surface.
• Xhatch: The created feature will be meshed
• No Xhatch: The created feature will not be meshed
• 3D Volume: The created feature will be 3D quilt
• Two Sides: Create two areas w/ the same section on both
sides of the board.
Refer to Key Vocabulary section for remaining definitions.
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Let’s select Xhatch > 3D Volume and select any surface for the feature to be created on.
Sketch your area:
And enter the height values to get the following result:
STEP 2: Export the board outline and component information:
File > Save A Copy
Ensure that the type is set to ECAD IDF (*.emn)

and select from the following options:
Now you are ready to import the file into your ECAD package.
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Workflow That Enables The Best Use Of Pro/ECAD

1) The Mechanical Engineer creates a PCB board inside an assembly that mounts to
their existing hardware.
2) Mounting holes are created.
3) Keepin/Keepout areas are created.
4) Connectors (from the ECAD library) are placed on the PCB board.
5) File is exported to an IDF 3.0 file.
6) The IDF file is read into the PCB layout program.
7) Components are added observing the keep in and keep out areas on the board.
8) The file is exported out of the PCB layout program back to an IDF 3.0 file.
9) The Mechanical Engineer opens up their existing PCB board and appends the new
IDF file. New components are added and existing components are automatically
moved because of the PCB layout engineer’s design change.
This is a single iteration, but this can continue until the board is fully designed.
Interference checks can be run and thermal analysis is one step away because of a fully
designed PCB board.
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Key Vocabulary for Pro/ECAD:
ECAD: Electrical Computer Aided Design
ecad_hint.map file: an ASCII file you use to control the following functions in the
ECAD import-export process:
· Substituting custom made Pro/E parts for automatically extruded parts on import.
· Allowing or disallowing specified parts on import.
· Allowing or disallowing specified parts on export.
· Changing an ECAD reference designator to a different string for import (If for
example the ECAD reference designator uses characters that are illegal in Pro/E).
· Changing an ECAD 'other outline' string for import (If for example the ECAD
reference designator uses characters that are illegal in Pro/E).
Pro/ECAD searches the working directory for ecad_hint.map and references it every
time import occurs. If the file is empty or has no relevant information it is ignored.
You can use the configuration option ECAD_MAPPING_FILE <path> to set a default
location for the ecad_hint.map file. If you set a path with this config option, the
working directory is not searched.
Sample excerpt:
#
# A template for ecad_hint.map
#
map_objects_by_name->
ECAD_NAME "CSTCS1"
ECAD_ALT_NAME "N7414N"
ECAD_TYPE ""
MCAD_NAME "CSTCS1_PN-"
MCAD_TYPE "part"
END
#
ECAD_NAME "GF-1"
ECAD_ALT_NAME "SC1A17.53-ND"
ECAD_TYPE ""
MCAD_NAME "GF-1_PN-"
MCAD_TYPE "part"
END
#
ECAD_NAME "J1_10"
ECAD_ALT_NAME "A2099-ND"
ECAD_TYPE ""
MCAD. . .
.
.
.
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IDF: Intermediate Data Format
PCB: Printed Circuit Board.
Place Keepin: region of board within which components are placed.
Place Keepout: region of board where components cannot be placed.
Place Region: region of board to place similar components within.
Pro/ECAD: an interface tool that is available with every Pro/Engineer Foundation

seat. This functionality enables communication between the Electrical Engineers
creating PCB layouts and Mechanical Engineers creating packaging for the electrical
components.
This technology enables 3D models of the PCB board, components, and connectors to
be created and placed automatically for the Mechanical Engineer. It also allows
communication of keep in/keep out areas, board size, and hole placement between both
Mechanical and Electrical Engineers.
Pro/ENGINEER: the leading 3D product development solution, enabling designers

and engineers in 31,000 companies to bring superior products to market faster.
Spanning the entire product development process, from creative concept through
detailed product definition to serviceability, Pro/ENGINEER delivers measurable value
to companies of all sizes and across all industries.
Route Keepin: region of board where routing is allowed.
Route Keepout: region of board where routing is not allowed.
Via Keepout: region of board within which vias are not allowed.
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Name:
Title:

3 – Agree
………………………… 1 2 3 4 5
expectations:

………………………… 1 2 3 4 5
projects:

………………………… 1 2 3 4 5
effective tool:

………………………… 1 2 3 4 5
using Pro/E:
1)
2)
3)
1)
2)
3)
1)
2)
3)
Page 12 of 12
http://www.kinetivision.com/freevids/neut_plane_draft.htm
KinetiVision
Presents
Pro/ENGINEER
Release 2001
Tips and
Techniques
http://www.kinetivision.com/freevids/neut_plane_draft.htm [28.11.2002 13:09:55]

collaboration
Pro/ENGINEER
2001
innovation
Update Reference
global solutions
© 2001 PTC
Tool Relocation Matrix
OLD LOCATION NEW LOCATION (*New Label Only)
File > W orking Directory File > Set W orking Directory*
File > Export File > Save A Copy*
File > Import > New File > Open*
File > Import > Append Insert > Data From File
Edit > Modify Edit > Properties*
Edit > Reroute Edit > References*
Edit > Redefine Edit > Definition*
Edit > Find Edit > Find in Model Tree*
View > Default View > Default Orientation*
View > Spin/Pan/Zoom This command has been removed
View > Orientation View > Reorient*
View > Model Display View > Display Settings > Model Display
View > Datum Display View > Display Settings > Datum Display
View > Performance View > Display Settings > Performance
View > Advanced > Visibilities View > Display Settings > Visibilities
Utilities > Colors > System View > Display Settings > System Colors
Utilities > Colors > Entity View > Display Settings > Entity Colors
View > Analysis Display View > Model Setup > Analysis Display
View > Advanced > Photorender View > Model Setup > Photorender
Utilities > Model Tree Settings > Load View > Model Tree Setup > Open Settings File
Utilities > Model Tree Settings > Save View > Model Tree Setup > Save Settings File
Datum menu ( on menu bar) Insert > Datum
Utilities > Compare Part Analysis > Part Comparison
Info > BOM Info > Bill of Materials
Info > Pro/Engineer Objects Info > Session Info > Pro/Engineer Objects
Info > Regen Info Utilities > Model Player
Utilities > Trail/Training File Utilities > Play Trail/Training File*
Utilities > Distributed Computing Utilities > Processing Distribution*
Utilities > Preferences Utilities > Options*
W indow > Open System W indow > Open System W indow*
Help > Pro/E Help System Help > Contents and Index*
Help > I-Site Preferences Help > PTC I-Site*
Help > Round Tutor Help > Rounds Tutorial*
Help > Customer Services Info Help > Technical Support Info*
© 2001 PTC 2
Pro/E 2001 - File >
AKA Import New
AKA Export
© 2001 PTC 3
Pro/E 2001 - Edit >
© 2001 PTC 4
Pro/E 2001 - View >
© 2001 PTC 5
Pro/E 2001 - Insert >
AKA Import Append
© 2001 PTC 6
Pro/E 2001 - Analysis >
© 2001 PTC 7
Pro/E 2001 - Info >
© 2001 PTC 8
Pro/E 2001 - Applications >, Utilities >,
Window >, Help >
© 2001 PTC 9
Pro/E 2001 - Select Primary Items
RMB
© 2001 PTC 10
Pro/E 2001 - Select Geometry
RMB
© 2001 PTC 11
collaboration
Automated
Surface
innovation Cleanup
Import Data Doctor

global solutions
© 2000 PTC
Import Procedure
Create New file from

Template
Append imported file
Select Csys
Check Import Log
Info-Geom Check
Redefine Import feature

Automatic

Manual
Perform Manual Surface
Cleanup
Collapse Features
© 2000 PTC 2
Import Data Doctor
Automated
Surface Cleanup
Constraint
Manager
Zip Gaps
Compare
Surfaces
Collapse
Geometry
© 2000 PTC 3
Benefits
Automated Surface Cleanup:
Faster Repair of Imported Geometric Data
Fixed models are closer to original design intent
Visual Feedback of repair process
Preview of Changes
Better data reuse (customers, internal, suppliers)
Collapse Features:
Reduced feature count = faster regeneration
Improved Reference handling
© 2000 PTC 4
Constraint Manager
Modify Wireframe

Exclude

Include

Suspend
Modify Constraints

Frozen

Frozen w/ boundary

Master

Tangent

Split
Display Options

Frozen

Higher Order Surfs

Master

Tags

Fixed Surfs
© 2000 PTC 5
Constraint Manager - Modify Wireframe
Exclude: Removes selected surfaces, curves and vertices

from automatic surface cleanup computation
Suspend: Edge chains may be suspended

Example: Two complex quilts intersect each other.
Intersection edge can be suspende to individual quilts will
be fixed without adjusting their intersection
© 2000 PTC 6
Constraint Manager - Modify Constraints
Frozen: Allows computation to manipulate the surface

boundary in the plane of the surface’s original shape.
Frozen w/boundary: Does not allow for surface intersection.
Master: Allows for master edge between unfrozen surfaces to
be selected as their intersection. (Pro/E will normally
compute a middle edge between the two boundaries.)
Split: Allows for a single surface to be split into two separate
surfaces (Ex: Most of a surface is good, but small portion
needs reworking)
© 2000 PTC 7
Constraint Manager - Display Options
Tangent Frozen
Edge w/boundary
Frozen
Surface
Master
Edge
Split
Surface
© 2000 PTC 8
Analyze Changes - Compare Surfaces
Available after Compute
has been selected from CM
Shows Color Plot of
change in surface from IGES
data
Display
Options:
Color
Selection
(Linear,
Logarithmic,
Two Color)
Limits
Accuracy
© 2000 PTC 9
Manual Repair - Collapse Geometry
Not all problems can be automatically fixed.

Pro/Engineer’s powerful surfacing tools to repair or replace
problem surfaces.
Collapse Geometry Capabilities:

Reduce Feature count
Simplify Parent/Child Relationships
Deletes history of imported feature repair without
invalidating references.
© 2000 PTC 10
Advanced Surfacing
Course Length: - 2 Days

Topics:
Datum curves
Variable section sweeps
Merging surfaces
Extending surfaces
Surface Analysis
Ensuring tangency between neighboring surfaces
Creating solid features from surfaces
Creating surfaces from IGES files
Surface information
Surface creation method
z blended, swept, revolved, flat, boundaries

© 2000 PTC 11
Importing/Exporting 3D Data
Course Length: - 1 Day

Topics:
Setting up for Export
Setting up for Import
Importing Surfaces
Repair of Import Surfaces
Importing Wireframe Data
Development of solids using foreign surface data
Correction of surface data to generate solids
Generation of parametric features with relation to imported
data
Using wireframe information to create solids
© 2000 PTC 12
Pro/ENGINEER 2001 Drawing Cheat Sheet
Drawing Sketcher
Toolbar
Crossed
Enable Sketching Chain Construction
See Icon Lines
Sketch Lines
Definitions
Remember Parametric
Sketching References
Construction
Select Items (hold Lines
SHIFT to gather
more) Sketch Ellipse by
Construction Center and
Circle End Points
Sketch Arc by
Center and
Endpoints
Sketch Circle Ellipse by
End Points
Sketch 3 Point
or Tangent Arc
Sketch a Fillet
Sketch a Spline Curve
thru several points
Sketch a Point
Sketch a Chamfer
Select Insert a Datum Axis

Dimension Insert a Datum Point
and right- Cut Draft
click pop- Entities, Notes
and Tables
up menu Paste Draft Delete 1 or Cleanup Insert a Coordinate
Entities, Notes Show/Erase more drawing dimensions System
and Tables Dialog Box objects Drawing
Toolbar
Select View
and right-
click pop-
up menu
Copy Draft Switch detail
Set current Move/Align Toggle between
Entities, Notes items to
drawing model Several Objects Drawing Sheets
and Tables another view
Courtesy of James Paschetto - PTC

collaboration
Pro/Process For
Assemblies &
Round Tutor
innovation
global solutions
© 2000 PTC
PRO/PROCESS FOR
ASSEMBLIES
© 2000 PTC 2
Pro/Process For Assemblies
You’ll see how to quickly create a fully annotated assembly process

plan by referencing, but never affecting, the original design assembly.
You’ll see how tools and fixtures can be added to the process plan
data-base required for fabrication purposes without affecting the
design BOM.
The benefits of using Pro/PROCESS for ASSEMBLIES are:

ease-of-use
speed
associativity back to the design assembly
ability to regroup design components independently from the design

structure.
© 2000 PTC 3
Pro/Process For Assemblies
Unlike traditional methods, Pro/PROCESS for ASSEMBLIES uses

the information already available in the design assembly such as
component placement and parameter information and automatically
updates the process plan when this information changes.
Furthermore, the process plan and service documentation can be

created concurrently while the design assembly is still being developed
- as components are added to the design assembly, they can be added
to the process plan. The benefit, again, shorter time to
market.
NOTE: PRO/PROCESS FOR ASSEMBLIES ALLOWS FOR

MULTIPLE EXPLOSION STATES VERSUS A SINGLE ONE
W/OUT THIS MODULE.
© 2000 PTC 4
Creating a Process Plan
1. Please name the process plan accordingly i.e. <assy>_pp
© 2000 PTC 5
2. 3.
© 2000 PTC 6
4. Your
assembly
will come
in
hidden-line.
Now you
may select
the models
you want
to add to
the first
sequence.
© 2000 PTC 7
Your selected models will become shaded to graphically inform you of

which models have/have not been added to an assembly sequence.
© 2000 PTC 8
5. Once you hit Æ DONE then double-click

any of the options to fill in these parameters
in the dialogue box.
DESCRIPTION : Input a one or two line sentence to

describe this sequence
SIMPLFD REP : Create/select a pre-defined simplified

representation if required
EXPLODE STATE : Create/select an explosion state
© 2000 PTC 9
Explosion Position
© 2000 PTC 10
Explosion Offset Lines
© 2000 PTC 11
VIEW : Create/specify a view for this step
© 2000 PTC 12
TIME ESTIMATE : Enter a time estimate in hours if req’d
COST ESTIMATE : Enter a cost estimate if req’d
Repeat/redefine creation of sequences as necessary …

© 2000 PTC 13
Creating a Process
Plan Document
1.
© 2000 PTC 14
Creating a Process
Plan Document
Automatically all
information that
you have specified
earlier fills into the
table.
© 2000 PTC 15
Creating a Process
Plan Document
2. Specify the state that you would like to place onto the next sheet
4. Add your view & balloons …
3.
Now add
another
sheet to
place the
steps …
© 2000 PTC 16
Creating a Process
Plan Document
5. You also have the ability to modify the display of newly
added components for your current state as well as how you
wish to represent components that were already specified in
previous steps.
© 2000 PTC 17
Creating a Process
Plan Document
© 2000 PTC 18
ROUND TUTOR
© 2000 PTC 19
How to Activate
The Round Tutor
© 2000 PTC 20
Create A Round …
Once you’ve enabled the

“Round Tutor” then when you
begin to create a round, an
applet will fire up and guide
you through the entire Round
creation process.
© 2000 PTC 21
Round Tutor Contents
To see a listing of contents,

activate the CONTENTS icon.
As you will notice, each line is

a hyperlink to a document for
that topic.
© 2000 PTC 22
Tutor Map
To see a User Interface Map for

Round Creation, activate the
TUTOR MAP icon.
And also each step is a

hyperlink w/ a more detailed
description of that round type.
Refer to the next page for the

entire Round Map.
© 2000 PTC 23
http://www.kinetivision.com/freevids/simp_pro_program.htm
KinetiVision
Presents
Pro/ENGINEER
Release 2001
Tips and
Techniques
http://www.kinetivision.com/freevids/simp_pro_program.htm [28.11.2002 13:26:02]

collaboration
Pro/ENGINEER
Tips & Tricks
innovation
Terry Amundson
Mark Fischer
global solutions
August 13, 2002
© 2000 PTC
Agenda
Introductions
Goals for Today
General ProE Tips
Drawing Tips
Questions
© 2000 PTC 2
Tips & Tricks – Goals
A Bunch of Things You Probably Knew
Some Things You Didn’t Know
Maybe One Thing That Works Great

That You Didn’t Know
© 2000 PTC 3
Tips & Tricks – General ProE
Middle Mouse Button to Accept
Right Mouse Button for Pop-up Redefine/Info/Etc.
Use Fast Hidden Line Removal
Renaming Features
Display Datums While Spinning
Component Display States
Explode States
Assembly – move component using CTRL-ALT
Drag & Drop Files – from File Explorer
© 2000 PTC 4
Tips & Tricks – Model Tree
Right Mouse Features from Model Tree
Drag and Drop Re-Order
Drag and Drop Insert Mode
Right Mouse in Model Tree
Custom Model Tree Setups
Rename/Modify Features in Model Tree
© 2000 PTC 5
Tips & Tricks – Drawings (Clarity)
Z-Clipping (also decreases repaint time)
Member Display
Relating Draft Items to a View
Quilt Hidden Line Removal
Fonts
Use @o to attach leader to multi-line text
© 2000 PTC 6
Tips & Tricks – Drawings (Ease of Use)
Right Mouse Modify
Align Views / Unalign Projected Views
Copy from other Drawing
Template Drawings
Word Wrap (2001)
© 2000 PTC 7
Tips & Tricks – Drawings (Speed)
General Tips:
Turn off datum displays
Work in wireframe
Set auto_regen_views to no
No View Open (open_simplified_rep_by_default=yes)
Erase/Resume Views
Snapshot of View
Merge Drawings
© 2000 PTC 8
BOM Graph
© 2000 PTC 9
File Open
Create a Table Display in your workspace with 2 columns:

Model Name, Description
© 2000 PTC 10
File Open
Create “Fly Outs” to sort for commonly used objects: Parts,

Assemblies, Drawings
© 2000 PTC 11
File Open
Preview
Config.pro Options:
z save_model_display shading_low
z save_drawing_picture_file embed
NOTE: “shading_low” will take longer to process than

“shading_high”, but takes up less disk space, and is
“lighter” when working with “graphics reps”.
© 2000 PTC 12
Open Rep
Set config.pro option so that Open Rep dialog box comes up

by default
Open_simplified_rep_by_default YES
© 2000 PTC 13
Hide / Un Hide
Hide / Unhide available from:

RMB in working window
RMB from model Tree
View menu in pull down
Assembly – works on Components, Features

Part – works on Datums, Curves, and Surfaces
z Turn off 1 datum at a time
z No need to create excess layers
© 2000 PTC 14
Datum Tag Display
You have the ability to turn off labels for:

Datum Planes, Coordinate Systems, Axis, Points
© 2000 PTC 15
Intent Manager (Sketcher)
Learn How to Use the tool !
Turn on these Config.pro options:

sketcher_readme_button yes
sketcher_overview_alert yes
© 2000 PTC 16
Tips & Tricks – Sketcher
Middle Mouse Button

to get Pick Arrow
Mapkeys – Create & Iconize
© 2000 PTC 17
Sketcher
Ability to reference an entity that intersects the sketch plane
Pick XSEC button

Select SURFACE
© 2000 PTC 18
Pro/ENGINEER 2001 Sketcher Cheat Sheet Line Centerline
Sketcher Tools
Toolbar
Concentric
Circle Circle Ellipse
Select Item
(hold SHIFT to gather more)
Sketcher Arc Tool
Preferences tangent & Concentric Arc Center & Conic
Rectangle 3-point Arc Ends Arc
This menu appears

when you have nothing
Right Mouse Button
Elliptical
Fillet Fillet
Spline
Reference Create
Create Dimension Csys Point
Modify
(dimensions,
splines & text)
Use Offset
Edge Edge
Sketcher Constraints
Create Datum Plane Dynamic

This menu appears Trim Trim Divide
when you have an item
Create Datum Axis
Right Mouse Button
Create Datum Curve
Pressing the Create Datum Points Scale &
DELETE key will
delete selected Mirror Rotate Copy
Create Datum Csys
items
Create Analysis Feature
Asynchronous Datum Complete Quit

Creation Toolbar Section Section
(Used Anytime out of
Sketcher Mode)
Sketcher Toolbar
Undo Redo
Toggle
Vertices
Reorient to Toggle Toggle Toggle

Sketch View Dims Constraints Grid
© 2000 PTC 19
Ethan Meyer - PTC MSS
ISDX Tutorial
D:\Pro/E Loadpoint\apps\tutorials
© 2000 PTC 20
Flatten Quilt
Create flat pattern of Any* Part

*NOTE: All surfaces must be tangent
© 2000 PTC 21
“Trace Sketch”
“Scan” sketches, apply to Surface

Can be used as a sketching aid
© 2000 PTC 22
Performance Options
Turn off display of datums

For BEST performance while
SPINNING and FLY THROUGH
Of LARGE Assemblies
(Blanking Datums with LAYERS or turning

Off DISPLAY of DATUMS with icon is NOT
The same!)
© 2000 PTC 23
Performance Options
Fly Through – from inside Pro/E
© 2000 PTC 24
Intent Rounds
Pick in 1 Location
All 4 Edges are selected!
© 2000 PTC 25
Increased understanding of the design
Design Insight
z Model Player
z VCR-like controls
over the regeneration of the model

z Clear understanding of how the
model was
constructed
© 2000 PTC 26
Compare Part
Shape Comparison
z View different versions of
z
same model
z Comprehensive graphical
z
display of feature and

geometric differences
z
z Compliments Shape
Indexing and offers text
report of feature differences
© 2000 PTC 27
BMX
Optimization Features
z Capture critical design
requirements persistently
within the model itself
z Ensure that these
requirements are ALWAYS

met, even as the design
changes
always Ensure container holds exactly 5 liters.
persistently
Maintain balanced crankshaft.
continually
Maximize critical clearance.
Minimize design’s mass.
© 2000 PTC 28
Import/Export of board & components
2001 Features
z
z Geometry
z
z Attributes
z
z ECAD Areas
z
z Direct Interfaces
z
z Allegro
z
z Boardstation
z
z Visula
z
z Industry standard interfaces
z
z IDF2.0
z
z IDF3.0
z
z Investigation of modifications on
re-import
z
z Board geometry
z
z Component placement
© 2000 PTC 29
External Copy Geom
A great way to create Castings & Machined Parts

Use External Copy Geoms – not Copy Geoms in Assembly
-NO dependence on Assembly hierarchy
© 2000 PTC 30
Sheet metal Hints
Create all sheet metal parts with “Absolute Accuracy” (.001)

Create all “Form Tools” at same “Absolute Accuracy”
Config.pro options:
enable_absolute_accuracy yes
accuracy_lower_bound 0.0000100
HINT: you may have to sketch a small datum curve in your
“Template Part” in order to set the “Accuracy” low enough!
© 2000 PTC 31
CCS Composites
Benicia, CA.
The Company
z Specialists in Compression Molding for custom and
z
production molding of high performance carbon fiber and

glass reinforced composites.
z Provides complete design thru manufacturing capabilities.
z
Needs for collaboration

• A majority of molded products are jointly designed with
the customer to reduce component & associated tooling
costs.
• Early inclusion of the tool makers to streamline cost and
schedule.
Benefits
z “Since we started using Pro/Collaborate, we have reduced
z
the time to create a customer product”

z “Our customers are very pleased with the ability to
z
collaborate with us on new projects”
© 2000 PTC 32
PTC Customer Care Portal
http://www.ptc-mss.com
Links to:
z Tips & Techniques
z Tutorials
z FAQ
z Customer Support
z User Groups
z Documentation
z Training
z And Much Much MORE!
© 2000 PTC 33
http://www.kinetivision.com/freevids/relpattern.htm
KinetiVision
Presents
Pro/ENGINEER
Release 2001
Tips and
Techniques
http://www.kinetivision.com/freevids/relpattern.htm [28.11.2002 13:34:11]

collaboration
How To Use
innovation
Layers
global solutions
© 2000 PTC
Layers
Reasons for Using Layers
Creating Layers
Associating Items to Layers
Default Layers
Display Status
Tips and Tricks
© 2000 PTC 2
Reasons For Using Layers
Layers provide a means of organizing items such as features,

components, draft items, and other layers, so you can perform
operations on them collectively.
Reduce Display Clutter!

Reduce Graphics Display Time
Suppress by Layer to Quickly Simplify Geometry
Delete & Plot Items by Layer
© 2000 PTC 3
Is this what most
of your models
look like?
Would this be easier

to work with?
© 2000 PTC 4
Creating Layers
Use the “Layer Display” icon.

Use the “Create Layer” icon.
Default Layer: optional,
choose if you’d like to set.
© 2000 PTC 5
Adding Items to a Layer
Use the “Add Item” icon.
Choose the items to add.
Select the items.
Notes:
Items can be associated to more than one
layer.
Pro/E does not automatically place items
on layers.
© 2000 PTC 6
Wouldn’t you rather have it automatic?
Specifying default layers in your config.pro is an effective way to

automate layering schemes. With it you can:
Automatically add items to layers as you build your

model (i.e. datum planes, datum curves, coordinate
systems, etc.)
Establish common naming conventions
Allow other users to understand what your layers
represent
© 2000 PTC 7
Editing your config.pro
To create a default layer, edit your config.pro file. Specify the value
of the “def_layer” option as type-option layername. The type-option
is the type of item that you want to place on that layer. The
layername is the name of the layer.
Config Option type-option layername
For the first line, Pro/E automatically assigns all new datum planes to the 1_ALL_PLANES
layer automatically as the they are created.
© 2000 PTC 8
Manually setting Default Layers
Alternately, you can assign default layers during the creation of a

new layer by using the “Default Layer Types” option in the New
Layer dialog box.
The drawback to this is that once you exit and bring

the model into a new session, the Default Layer
Type is not retained. The reason is because when
you specify default layer types in this manner, it
does not write it to the config.pro file. To
permanently keep the default layering scheme,
update your config.pro file.
© 2000 PTC 9
Default Layers in Session
To see the default layers in the

current session, click on the Default
Layers command in the Layer Pull
Down Menu
© 2000 PTC 10
Setting the Display Status
One of the primary reasons to use layers is to control what

information is displayed on the screen. From the Layers dialog
box, you can perform the following on layers:
Show Displays items on screen.

Blank Removes items from screen.
Isolate Displays items on screen while removing all non-isolated
layers from screen
Hide Removes items from screen when when working in No
Hidden mode. In Hidden Line mode, it displays the
component entirely in hidden lines. No effect when in
Wireframe and Shade mode.
Link Makes an independent drawing view dependent.
Note: Blanking or Isolating a layer does not increase regeneration time. Pro/E still
regenerates blanked items.
© 2000 PTC 11
Display Status Tips
Display status only affects non-solid geometry. For example, if
you associate a hole to a layer and set the display status to Blank,
only the non-solid geometry, or axis of the hole, is removed from
the screen. Only exception is blanking components in an
assembly removes the components from the screen.
Isolate has priority over Blank status. If an item is associated to two

layers, one Isolate and one Blank, then the item will be displayed on
the screen.
Display has priority over Blank. If an item is associated to two

layers, one Display and one Blank, then the item will be displayed
on the screen.
© 2000 PTC 12
Display Status Tips
The following tips apply when in Assembly mode:
If a layer is set to Isolate, Pro/E blanks all other layers and all other
items not associated to any layer.
Isolate affects the level of the object and all levels above it. Blank
affects the level of the object and all levels below it.
By assigning common names to the layers throughout the levels of

the assembly, you can control the display status on layers in
lower-level models. When you change the display status of an
upper-layer level, the change will propagate down through to all
layers with the same name.
© 2000 PTC 13
© 2000 PTC 14
Example: Part Mode
Only three items have been applied to three separate layers: Datum A, Datum C, Hole.
Layer Status Layer Status Layer Status

Hole Show Hole Blank Hole Show
Datum A Show Datum A Show Datum A Show
Datum C Show Datum C Blank Datum C Isolate
© 2000 PTC 15
Example: Assembly Mode
Only three items have been applied to three separate layers: Comp B, Comp C, ADTM A.
Layer Status
Layer Status Comp B Blank Layer Status
Comp B Show Comp C Show Comp B Isolate
Comp C Show ADTM A Blank Comp C Show
ADTM A Show ADTM A Show
© 2000 PTC 16
http://www.kinetivision.com/freevids/simp_extr_prot.htm
KinetiVision
Presents
Pro/ENGINEER
Release 2001
Tips and
Techniques
http://www.kinetivision.com/freevids/simp_extr_prot.htm [28.11.2002 13:38:05]

http://www.kinetivision.com/freevids/setup_units.htm
KinetiVision
Presents
Pro/ENGINEER
Release 2001
Tips and
Techniques
http://www.kinetivision.com/freevids/setup_units.htm [28.11.2002 13:41:54]

Title: “Name of Tutorial”
Date: 7/16/01
“Simplified Reps”
Table of Contents:
1) Objective
2) Overview
3) Topic Value
4) Tutorial
5) Test for Retention
6) Key Vocabulary
Page 1 of 13
Date: 7/16/01
Objective:
• Definitions: Commonly used selection criteria

• How to Create a Simplified Rep
o Set and Unset Components
• Differentiate between common Graphics Settings
• Substitute a Lower Level Simplified Rep into a Top Level Assembly
• Restate the concept of when to use a Simplified Rep
Overview:
The purpose of this module is to understand how to create, modify
and manage usage of Simplified Representations. In addition, leverage
existing Simplified Reps into higher-level Assemblies.
Topic value:
Due to proper usage of Simplified Representations, Lam Research has been able
to reduce the amount of time needed to open one of their Top Level Assemblies from
20 minutes to less then 2 minutes or 90% faster.
Page 2 of 13
Date: 7/16/01
Simplified Rep Tutorial

To begin creation of a Simplified Rep select
1) Simplified Rep/Create
2) Select the Default Rule. In general Master Rep and Exclude

Component will be the two most commonly chosen options.
NOTE: For this tutorial Master Rep

will be chosen as the default
Definitions:
Master Rep:
• Master Rep defines that initially all components are shown and the
user must select the items to be removed.
• Mater Rep allows for all future assembled components to be added
to ALL Simplified Reps with the default Rule as Master Rep. To
avoid this use Exclude Comp instead.
Exclude Comp:
• Exclude Comp defines that the initial state of components are all blanked and
the user must select the items to be shown
• Exclude Comp prevents all future assembled components to be added to any
Simplified Reps with the default Rule as Exclude Comp.
Graphics Rep
• Graphics Rep reduces the amount of data that is pulled into
Ram. (25%)
• Not as commonly used
• Cross Section Not allowed
• No Mass prop
Geometry Rep
Page 3 of 13
Date: 7/16/01
• Geometry Rep reduces even more data (50%)

• Not commonly used
3) Enter Name for Simplified Rep:
4) Edit Rep Options. If needed change from Master Rep to

Graphics Rep or Geometry Rep. Master Rep is the most common
selection.
Master Rep:
• Which ever was chosen in Step 2 will be displayed here
Graphics Rep:
• Replaces THE SELECTED parts with a lightweight
version approximately 25% of original size. Mass Prop and
Cross Section functionality cannot be calculated.
Geometry Rep:
• Replaces THE SELECTED parts with a slightly larger
weight model at approximately 50% of the original size.
Mass Prop and Cross Section functionality can be calculated.
Substitute:
• In the Context of an Assembly: Allows the user to
replace a component with a part level Simplified Rep
Default
• Removes selected components off of the Simplified Rep
that is being defined
Page 4 of 13
Date: 7/16/01
5) Selecting Components: Now select the components that need to

be displayed on the Sim Rep. The parts on the model can be
directly selected or the model tree can be used. See below for
description on the two techniques.
Model Tree
• While in the Creation menus of a Simplified Rep, the

Model tree adds a column to display the components
that are affected by the Sim Rep being defined.
• Removal of components can be selected off the model
tree by selecting the model name
Working Window
• Components can be selected from the working window

(Part to be removed is selected in red)
• Reflects in Model Tree
Page 5 of 13
Date: 7/16/01
Notes on Part Selection:
Regardless of where the part is selected, the model tree will reflect the removed
components.
Sim Rep Name
Even though components are selected to be removed from the Sim Rep, nothing
will change until you either
• Update Screen
• Complete the Sim Rep
When Update Screen is selected the screen will show the resultant display based on
the selected items. Note the difference between original Assembly and new Sim Rep
shown here.
Page 6 of 13
Date: 7/16/01
After Update Screen is selected and the components removed

are not as expected, you may unselect the them as follows:
• Select DEFAULT under EDIT REP
• Pick in the model tree the components that were not
intended for the Sim Rep
• Update Screen
• Components are Returned to original state
Page 7 of 13
Date: 7/16/01
5) Substituting Components:
In many cases, a Simplified Rep of a lower level

Sub assembly is needed to be displayed in a
respective higher-level assembly.
In the picture on right, there exists a

Subassembly of the front panel including all the
gauges, levers, hinges etc.
A Simplified Rep has initially been created of

the front panel as shown below
Sub Assembly in Master Rep view: Simplified Rep named Next_ASSY:
Instead of individually removing all the unwanted components such as Gauge,

Bracket and Door Hinge, at the top level, we can select the Simplified Rep on the
preexisting lower level subassembly. In this example we will remove components
at the high level simplified rep by substituting a Simplified Rep of a lower level
assembly.
Page 8 of 13
Date: 7/16/01
PROCEDURE:
1) Select Substitute from EDIT REP Menu:
2) Select the Sub Assembly from the model tree
3) Choose By Simplified Rep and then Browse:
Page 9 of 13
Date: 7/16/01
4) Select the appropriate Simplified Rep name and select OK:
5) Choose OK again and then Update Screen:
Page 10 of 13
Date: 7/16/01
6) The Simplified Rep is included in the top level Assembly. Notice

simplified version of front panel:
7) Finish the Simplified Rep by selecting DONE
END OF TUTORIAL: Thank You for Coming!!
Page 11 of 13
Date: 7/16/01
Key Vocabulary for “Simplified Reps”:

Interchange Assembly: function that allows the switching out of
functionally equivalent models. Common usage is a “simplify interchange”
where a completed, complex assy is replaced with a simple part
representation for faster regeneration.
Regeneration: the mathematical updating of CAD geometry and their
associated objects when dimensional changes take place. This can be as
simple as individual part values updating or as complex as an entire top-
level assembly changing.
Simplified Reps: advanced Pro/E tools to limit the amount of models
needed to be in session (and thus regenerated).
Page 12 of 13
Date: 7/16/01
Title: Engineer Designer Draftsmen Mfg. Engr. Tech. Pubs. Analyst
PTC Products Used: Foundation Advanced Assembly Extension Advanced Surface Extension
Behavioral Modeling Intralink Modelcheck All
3 – Agree
1. This tutorial content met my expectations: ……………………………………………… 1 2 3 4 5

2. Time was utilized effectively: ……………………………………………… 1 2 3 4 5
3. The exercise was easy to understand: ……………………………………………… 1 2 3 4 5
4. This tutorial will help me on current projects:
……………………………………………… 1 2 3 4 5
5. These techniques make Pro/E a more effective
tool: ……………………………………………… 1 2 3 4 5
6. These techniques will increase my speed using ……………………………………………… 1 2 3 4 5
Pro/E:
What 3 concepts/techniques learned from this tutorial will you apply on the job?
1.
2.
3.
What, if anything can be done to improve this tutorial for your company?
Thank you for filling out this evaluation! Your comments will be used to improve the quality of future tutorials.
Page 13 of 13
Title: ModelCHECK
Date: 8/22/01
ModelCHECK – Helping to
Ensure Quality Deliverables:
Table of Contents:
1) Objective
2) Overview
3) Using ModelCHECK
4) Checks Available
1
Title: ModelCHECK
Date: 8/22/01
Objective:
At the end of this tutorial, you will know how ModelCHECK:

• can help you adhere to your company’s standards (Parameters, Layers, etc)
• facilitates Reuse of Models
• can assist with Problem Resolution, Education, and Online Advice
• can monitor improvement
Overview:
ModelCHECK evaluates Pro/ENGINEER parts, assemblies, and drawings to ensure that

they adhere to a company's modeling standards and best practices. If an exception to
these conventions is detected, users are notified of the inconsistency, given tools to
identify the problem within the solid model, and can often make a correction
2
Title: ModelCHECK
Date: 8/22/01
automatically from the familiar web-based ModelCHECK interface. ModelCHECK

facilitates the work of design team engineers by letting users create superior models that
are well suited for reuse in downstream applications.
Facilitating Reuse of Models

As companies continue to embed Pro/ENGINEER into their design process, reusing the
model becomes increasingly important. To facilitate reuse, models have to be created in
accordance with common and accepted design philosophies and must contain all
necessary information. However, users are often unaware of the design standards, or the
company has difficulty enforcing them. ModelCHECK helps designers use correct
modeling practices by letting them constantly monitor the Pro/ENGINEER model as
design features are added, much as they would use a spell checker for a word processing
application. In this manner, variations from accepted practices can be detected and
corrected early in the design process, before they affect downstream users of the model
and incur additional costs.
Detecting Existing Designs

As the volume of models being created and stored in databases continues to grow, the
opportunity to reuse existing designs increases. The problem is that with an increased
number of models stored, it becomes progressively more difficult to identify similar
designs. Often previously designed and released models are re-created from scratch
simply because the user had no ability to determine if the model already existed
somewhere in the database. ModelCHECK introduces powerful new patent pending
Shape Indexing™ technology that enables rapid detection of existing designs. While a
user is building a model, ModelCHECK is constantly scanning the model's geometry to
determine if a model with similar shape has been previously created. As soon as a similar
model is detected, ModelCHECK informs the user of this opportunity and displays to
them the degree of similarity between the two models and from where the existing model
can be retrieved.
Problem Resolution, Education, and Online Advice

The first step in guaranteeing the quality of any finished solid model is making sure users
are aware of information missing in their model. ModelCHECK offers tools beyond
simple notification. It will not only identify the feature in question but also actually make
corrections to the model. In addition, users can easily access online help pages specific to
the problem identified. This type of immediate feedback will advance user knowledge of
Pro/ENGINEER modeling practices and help avoid the same types of mistakes in the
future.
Automated Tracking of Model Quality

As ModelCHECK is run on Pro/ENGINEER models, a database is created to track the
types of problems found and their frequency. Tools provided with ModelCHECK sort
and graph this data for trend analysis. The result is an engineering management
organization that better understands the training needs and challenges of their
Pro/ENGINEER users.
3
Title: ModelCHECK
Date: 8/22/01
Using ModelCHECK:
Much of the effort in implementing ModelCHECK is done by the system administrator.
He or she is responsible for configuring the checks to adhere to your company’s
standards.
Once the configuration is established, the use of ModelCHECK becomes part of the
Pro/ENGINEER users everyday workflow. The reports are easy to read and many of the
problems found in models can be fixed with a single button pick from the report window.
ModelCHECK runs in four ways:

• Interactively (as shown below)
• When the model is regenerated
• When the model is saved
• In batch mode
4
Title: ModelCHECK
Date: 8/22/01
The ModelCHECK report displays the items in the model that have failed during the
check. A sample check is shown below.
This section gives information

about the model, how
ModelCHECK was run and which
configuration files were used
Errors and Warnings are reported
Selecting Report will reformat the

window as shown below to allow
corrective action
Compiles total list of errors for the

assembly, Tells how many parts fail
Shows indented Bill of Material with the each check. A sample window is
number of errors and warnings for each
pictured below. Page 7
part listed. A sample window is pictured
below. Page 8
5
Title: ModelCHECK
Date: 8/22/01
Window shown when “report” is

chosen in the initial summary
window
This section gives information

about the model, how
ModelCHECK was run and which
configuration files were used
Each tab will list all relevant

checks run, with a status of ok,
error or warning
The summary tab shows all

warnings and errors from all of the
checks. It does not list checks that
have passed
For many checks (like the

parameter check shown) selecting
on the red buttons will correct the
problem detected. Others may need
to be corrected manually
6
Title: ModelCHECK
Date: 8/22/01
Window shown when “Assembly

BOM failed checks” is chosen in
the initial summary window
Results are listed for all checks

that have failed in the assembly or
any of its’ models. The number of
models which have the particular
failure are listed.
7
Title: ModelCHECK
Date: 8/22/01
Window shown when “Assembly

Bill of Material” is chosen in the
initial summary window
An indented BOM is shown with

the tally of errors and warnings
for each component
Users are able to navigate to the

reports for a given component
through this window and where
appropriate, fix the errors
Some of the general check capabilities are shown below. These are taken from the list of
all checks which follows on page 10.
Conformance to Standards
• Use of start part
• Parameters
• Layers
• Views
• Model naming convention
• Proper use of family tables
• Version of Pro/ENGINEER the model was created in or last stored in
8
Title: ModelCHECK
Date: 8/22/01
Use of Proper Modeling Techniques

• Buried features
• Geometry problems (Geom. Checks)
• Poor feature creation order
• Improper dimensioning of features
• References to external models
Manufacturability and Translatability

• Short edges
• Sharp edges
• Small holes and fillets
• Non standard hole sizes
• Non standard sheet metal wall thickness
• Irregularities in curves, edges and surfaces
Drawing Checks
• Spell checker
• Faked dimensions
• Views out of bounds
• Unused models
• Drawing formats
• Use of standard fonts and drawing tags (.dtl info)
9
Title: ModelCHECK
Date: 8/22/01
Types of Checks:
This is a complete list of checks available in 2001. For some of these checks the problem
can be highlighted on the Pro/ENGINEER model and some of the problems can be
automatically fixed from the ModelCHECK report window.
ModelCHECK 2001
List of Checks
INDEX
Highlight Problem can be highlighted from ModelCHECK
Fix ModelCHECK can fix the problem
CHECK CONFIG TAG HIGHLIGHT FIX COMMENT

Datum Checks
1 Datum axes (list of and come from a standard list) STARTCHECK
DTM_AXES_INFO
2 Datum coordinate systems (list of and come from a STARTCHECK
standard list) DTM_CSYS_INFO
3 Datum curves (list of and come from a standard list) STARTCHECK
DTM_CURVE_INFO
4 Datum features are the correct feature number STARTCHECK
5 Datum planes (list of and come from a standard list) STARTCHECK
DTM_PLANE_INFO
8 Datum planes built through other datum planes DATUM_PARENT ✔
9 Datum planes without children (not including start DATUM_CHILD ✔
features)
6 Datum points (list of and come from a standard list) STARTCHECK
DTM_POINT_INFO
7 Datum rename (for legacy models) DATUM_RENAME ✔
Parameter Checks
8 Check drawing parameters DRAWING_PARAMS ✔
9 Create a parameter that stores the results of a check ADD_CHK_PARAM
(material name, model units etc)
10 Extra parameters (those that are not listed in the start part) EXTRA_PARAMS ✔
11 Parameter notes used are from approved lists PARAM_NOTE_REQ
12 Parameter rename (for legacy models) PARAM_RENAME ✔
14 Parameter values match required syntax and values PARAMCHECK ✔
15 Parameters are not empty PARAMCHECK ✔
16 Parameters are of correct type PARAMCHECK ✔
17 Parameters are PDM designated PARAMCHECK ✔
18 Parameters used (list of) PARAM_INFO
19 Parameters with spelling mistakes PARAM_SPELL ✔
20 Required parameters exist PARAMCHECK ✔
21 Unacceptable text in parameter notes PARAM_NOTE_UNACC
22 Parameters not used in family tables or relations PARAM_UNUSED ✔
10
Title: ModelCHECK
Date: 8/22/01

Feature Checks
23 Ability for users to ignore problems IGNORE_FEAT ✔
24 Buried features BURIED_FEAT ✔ ✔
25 Calculate suggested minimum short edge length Set in constant file
26 Chamfers which are created too early in the model EARLY_CHAMFER ✔
27 Children of chamfers CHAMFER_CHILD ✔
28 Children of drafts DRAFT_CHILD ✔
29 Children of rounds ROUND_CHILD ✔
30 Children of the default datums (number of features) DEFAULT_CHILD
33 Cosmetic features (list) COSMETIC_FEAT ✔
34 Cosmetic features which are too early in the model EARLY_COSMETIC ✔
35 Cuts and slots which should be modeled as holes CYL_CUT_SLOTS ✔
36 Cuts with non-standard diameters CYL_DIAMS ✔
37 Draft features which are too early in the model EARLY_DRAFT ✔
38 Draft features with non-standard angles DRAFT_ANGLES ✔
39 Features that are dimensioned to edges EDGE_REFERENCES ✔
41 Features with names (number of) NAMED_FEAT
42 Freeform surfaces (number of) FREEFORM
43 Geom Checks GEOM_CHECKS ✔
44 Holes with non-standard diameters HOLE_DIAMS ✔
45 Imported (IGES) features (list) IMPORT_FEAT
46 Incomplete features INCOMPLETE_FEAT
47 List and quantity of feature types used FEATURE_INFO
48 Maximum number of entities per sketched feature SKETCH_ITEMS ✔
49 Merged or cutout features are in the model MERGE_FEAT ✔
50 Resumed features (number of) REG_FEATURES
51 Round features which are too early in the model EARLY_ROUND ✔
52 Sharp edges SHARP_EDGES ✔
53 Short edges SHORT_EDGES ✔
54 Small cylindrical surfaces SMALL_CYLSRF ✔
55 Suppressed features (number of) SUP_FEATURES
56 Surfaces with gaps or overlaps SRF_EDGES ✔
Model information
57 Absolute accuracy is within acceptable range ACCURACY_INFO
58 Create new custom checks from the outcome of existing CHK_*
checks
59 Cross sections (list of) XSEC_INFO
60 Disk space used to store the model FILE_SIZE
61 External references EXT_REF_INFO
62 Fully regenerate the model and report any errors Auto on MC_REGEN if MC REGEN, Batch
REGEN_ERRS and mode with
REGEN_WRNS enabled REGEN_ERRS
63 Insert mode is still active INSERT_MODE ✔
64 Layouts associated with the model (list of) LAYOUT_INFO
65 Material used is from an approved list MATERIAL_INFO ✔
66 Memory space used to retrieve the model MEMORY_SPACE Batch mode only
67 Model density is 1.00 (default) DENSITY_INFO ✔
68 Model name meets required syntax and values MODEL_NAME
69 Named dimensions RENAMED_SYMBOLS ✔
70 Overall size of model (LxWxH) OVERAL_SIZE
71 Regenerate all cross sections of a model Auto on MC_REGEN MC REGEN only
11
Title: ModelCHECK
Date: 8/22/01

72 Regenerate all simplified reps of a model Auto on MC_REGEN MC REGEN only
73 Relative accuracy is within acceptable range ACCURACY_INFO
74 Report the name of the model MODEL_NAME_STR
75 RuleCHECK rules (list of) RULECHECK_INFO
76 RuleCHECK rules that are still pending RC_INCOMPLETED ✔
77 Shape Indexing for duplicate models DUPLICATE_MODELS
78 Simplified rep names (follow standard) SIMPREP_NAME
79 Simplified reps (list of) SIMPREP_INFO
80 STL can be made successfully (yes / no) STL_INFO
81 UDF’s (list of) UDF_INFO
82 Units used (report) UNIT_INFO
83 Units used for length are from a standard list UNIT_LENGTH
84 Units used for mass are from a standard list UNIT_MASS ✔
85 Version of Pro/ENGINNER the model was last saved in PRO_VERSION
86 Views (list of) VIEW_INFO
87 Views (standard view names exist) STARTCHECK
Relations
88 Check if any relations have multiple assignments RELATION_MULT
89 Check that all relations have comments RELATION_COMM
90 Check that there are no relation errors RELATION_ERRS
91 List all relations RELATION_INFO
92 Update relations RELATION_UPDATE ✔
93 Standard relations exist RELATION_MISS ✔
Family Tables
94 Check if a standard list of parameters is in the table FT_STD_PARMS ✔
95 Identify if the model is a generic or instance FAMILY_INFO
96 Instance names meet required syntax and values INSTANCE_NAME
97 Table cells with default values (* in the table) FT_DEF_VALS ✔
98 Verify all instances in the table Auto on MC_REGEN MC_REGEN only
Layer Checks
99 Check drawing layers DRAWING_LAYERS ✔
100 Check that standard items are on standard layers LAYER_PLACE ✔
101 Extra layers (those that are not listed in the start part) EXTRA_LAYERS ✔
102 Layers stored in “isolate” (display) mode LAYER_DISPSTAT
103 Layers with improper display status LAYER_STATUS ✔
104 List all layers in the model LAYER_INFO
105 Move items on ‘old’ layers to ‘new’ layer names LAYER_MOVE ✔
106 Only report missing layers if there are features that belong REPT_LAYR_ALWAYS
on them in the model (default layers)
107 Report any features on multiple layers LAYER_ITEMS ✔
108 Required layers exist STARTCHECK ✔
Tolerancing
109 Check that tolerances are properly defined as either ANSI STARTCHECK
or DIN/ISO
110 Minimum and maximum tolerance used in the model MINMAXTOL_INFO ✔
111 Tolerances below allowable minimum LOW_TOLERANCE ✔
Sheetmetal Checks
112 Check that the bend table is from an approved list SHTMTL_BENDTAB No Batch mode
113 Check that the flat pattern feature exists SHTMTL_FLAT
114 Check that the Y-factor is from a standard list SHTMTL_YFACTOR No Batch mode
115 Report if the wall thickness is a non-standard dimension SHTMTL_THICK
12
Title: ModelCHECK
Date: 8/22/01

116 Report if there are any consecutive unbend/bend back SHTMTL_UNBENDS
features
Assembly Checks
117 Assembly features other than datums exist ASM_FEATURES ✔
118 Bill of materials (list) ASM_BOM
119 Bulk items BULK_ITEMS
120 Family table generic components exist GEN_COMPONENTS ✔
121 Frozen components FRZ_COMPONENTS
122 Global Interference - has it been run recently GLOBAL_INTF
123 Missing components MIS_COMPONENTS MC REGEN and Batch
mode only
124 Number of parts and sub-assemblies NUM_COMPONENTS
125 Number of unique parts and sub-assemblies UNQ_COMPONENTS
126 Packaged components PACK_COMPONENTS ✔
127 Suppressed components SUP_COMPONENTS
Drawing Checks
128 Differences between .dtl file in use and the standard one STD_DTL_SETUP No batch mode
129 Dimensions which cannot be regenerated REGEN_DIMS MC_REGEN only
130 Dimensions which have been overridden using @O DIM_OVERWRITE
131 Draft geometry not attached to a view DRAFT_GEOM ✔
132 Drawing name conforms to standard syntax DRAWING_NAME
133 Drawing parameters - list any that exist PARAMS_EXIST
134 Drawing text that is not a standard font NOTE_FONT
135 Drawing text that is not standard height NOTE_HEIGHT
136 Erased views ERASED_VIEWS ✔
137 Format used is from a standard list FORMAT_NAME ✔
138 Ignore a given sheet IGNORE_SHEETS
139 List of symbols SYMBOL_INFO
140 Model names used on each sheet (list of) MODELS_USED
141 Notes on the drawing (list of) NOTE_INFO
142 Number of drawing sheets is below defined maximum NUM_DRAW_SHEETS ✔
143 Number of sheets and their sizes SHEET_SIZE_INFO
144 Required parameters exist on the drawing PARAMS_USED
145 Spelling errors in notes NOTE_SPELL ✔ ✔
146 Spelling errors in symbols SYMBOL_SPELL ✔ ✔
147 Spelling errors in tables TITLE_SPELL
148 Symbols used in the drawing are from an approved list STD_SYMBOLS
149 Text in drawing that is not allowed NOTE_UNACCEPT
150 Text in the Title Block that is not parameter-driven TITLE_INFO
151 Unused drawing sheets UNUSED_SHEETS
152 Unused models on the drawing UNUSED_MODELS ✔
153 Verify that certain table cells contain approved TABLE_CELLS
information
154 Views with display status set to default DEFAULT_VIEWS ✔
155 Views that are out of bounds BOUND_INFO ✔
156 Views that overlap OVERLAP_INFO ✔
GeomIntegrityCHECK
157 Small elements (curves, faces and surfaces) M1_TINY_ELMNT ✔
158 Identical elements (curves, faces and surfaces) M2_IDENTICAL_ELEMNT ✔
159 Positional continuity (curves, faces and surfaces) M3A_POSITION_CONT ✔
160 Tangential continuity (curves, faces and surfaces) M3B_TANG_CONT ✔
13
Title: ModelCHECK
Date: 8/22/01

161 Curvature continuity (curves, faces and surfaces) M3C_CURV_CONT ✔
162 Curves and surfaces defined by equations with high M4_POLYN_DEG ✔
polynomial degrees
164 Wavy elements (curves and surfaces) M5_WAVINESS ✔
165 Small distance between knot vectors (curves and surfaces) M6_KNOT_DIST ✔
166 Self intersecting curves C7_SELF_DIST ✔
167 Non IGES-compliant text D28_IGES_TEXT ✔
168 Small edge segments SU8_TINY_SEG_EDGE ✔
169 Small radius of curvature SU9_TINY_CURV_RAD ✔
170 Small angle between edges SU10_BOUND_ANGLE ✔
171 Reversal of normals SU11_NORM_REVERSAL ✔
172 Poor patch distribution SU12_PATCH_DIST ✔
173 Unoccupied patch rows SU13_UNOC_PATCH_ROW ✔
174 Small distance between edges F14_BOUND_DIST ✔
175 High edge-surface deviation F15_SURF_DIST ✔
176 Non parallel path / dissimilar orientation F16_SIM_ORIENT ✔
177 High edge-segment concentration F17_NUM_SEG ✔
178 More than two surfaces per edge T18_NUM_FACE ✔
179 Dissimilar normal distribution T19_NORMAL_ORIENT ✔
180 Knife edge T20_KNIFE_EDGES ✔
181 High vertex-edge deviation SO21_DIST_VERT_EDGE ✔
182 High vertex-surface deviation SO22_DIST_VERT_FACE ✔
183 Features without history SO23_HIST_DELETE ✔
184 Auxiliary geometry SO24_EXTRA_GEOM ✔
185 Cavities SO25_CAVITIES ✔
186 Multi-body solids SO26_MULT_BODY ✔
187 Multi-solid parts SO27_MULT_SOLID ✔
Batch Mode Auto Correcting Capability
Add items to layers
Add relations and comments
Change layer display status
Create layers
Create parameters (if the values are known)
Fully regenerate the model from the first feature on and
report any problems
Move items between layers
Designate parameters for PDM use
Rename datums
Rename layers
Rename parameters
Save the model
14
Title: ModelCHECK
Date: 8/22/01
Title:

3 – Agree
………………………… 1 2 3 4 5
expectations:

………………………… 1 2 3 4 5
projects:

………………………… 1 2 3 4 5
effective tool:

………………………… 1 2 3 4 5
using Pro/E:
1)
2)
3)
1)
2)
3)
1)
2)
3)
15
http://www.kinetivision.com/freevids/mech_gears_sync.htm
KinetiVision
Presents
Pro/ENGINEER
Release 2001
Tips and
Techniques
http://www.kinetivision.com/freevids/mech_gears_sync.htm [28.11.2002 13:59:10]

Title: Shared Data Menu: Communicating Design Intent
Throughout Designs
Date: 2/21/02
Shared Data Menu:

Communicating Design Intent Throughout Designs
Table of Contents:
1) Objective
2) Overview
3) Metric
4) Tutorial
5) Key Vocabulary
Page 1 of 18
Throughout Designs
Date: 2/21/02
Objective:
Describe the use of the new Shared Data menu for communicating geometry from one
model to another. These options first debuted in Pro/ENGINEER 2000I and have been
expanded in Pro/ENGINEER 2001. After reading this tutorial you will be able to:
• Describe how this functionality can be used to describe process variants
• Build simplified geometry for subsystem installation and routing
• Create associative simplified models to share with co-workers or sub
contractors
• Explain how Shared Data features simplify Top Down Design
Overview:
There are many times when a designer must share geometry from one model into one or
more other models.
One example is the creation of process variants: “as machined” versus “as cast.”
As Machined As Cast
You may also want to create a simplified version of an assembly for subsystem mounting
or cable/pipe routing. Shared Data shrinkwrap features are useful in this instance.
Most new design work is created using a Top Down Design Process. A typical Top Down
Design process consists of six fundamental steps:
1. Defining Design Intent
2. Defining Preliminary Product Structure
3. Introducing Skeleton Models
4. Communicating Design Intent Throughout Assembly Structure
5. Continued Population of the Assembly
6. Managing Part Interdependencies
Shared Data features are central to topics four and six.
Page 2 of 18
Throughout Designs
Date: 2/21/02
This document will explain the use of the following types of shared data features:
• Copy Geometry from other model
• Shrinkwrap from Other Model
• Inheritance features
• Cutout from other model
• Merge from other model
• Publish Geometry
Metric:
There are many benefits to using the new Shared Data features.
• When used to communicate surface shapes in Top Down Design these features are
50% smaller than surface copies made at the assembly level.
• Geometry can be communicated between models without creating and managing an

assembly
• Pro/INTRALINK manages all dependencies created using the Shared Data Menu
• Shrinkwrap features retrieve >70% faster than the models that they represent
Page 3 of 18
Throughout Designs
Date: 2/21/02
Tutorial:
We will look at each type of shared data feature separately. All are accessed the same
way. With a part or assembly open select #Insert;# Shared Data.
Note: You may also select #Feature;#Create;#Data Sharing.

Copy Geometry from Other Model: In this example we will copy the required
references from a skeleton model into a part model to ensure that a mouse button corresponds to the proper
shape and size defined in the master model. The master model is shown below:
Page 4 of 18
Throughout Designs
Date: 2/21/02
To design the part for the left mouse button I need the master surface definition, the Pivot axis, and the
curves denoting the perimeter of the button. We will use Copy Geometry from Different Model to get
started.
• Create a new part with three datum planes and a coordinate system for the left mouse button.
• Select #Insert;#Shared Data;# Copy Geometry from Different Model. You will see the following
elements of the feature, most of them are optional.
Page 5 of 18
Throughout Designs
Date: 2/21/02
Ext Model: Retrieve a model that you need references from. I’ll call this model the source model. Select
Open or pick a model that is visible.
Location: Locate the source model relative to your target model. You have two options: Use the default
location or align coordinate systems. In this case I have chosen the default location.
Surface Refs: Allows the selection of surfaces and quilts. The typical surface collection menus are
available.
I have used the Indiv Surfs option and selected the top surface of the mouse.
Page 6 of 18
Throughout Designs
Date: 2/21/02
Curve Refs: Will allow the selection of curve features. I have used the option to select the bounding curves
of the mouse button.
Misc Refs: Allows the selection of Datum features’ intent chains and other references. I have used the
option to select the button pivot axis.
Page 7 of 18
Throughout Designs
Date: 2/21/02
Publish Geom: Allows the selection of references that have been pre-bundled in the source model. Rather
than picking features and references individually, you reference a Publish Geometry feature in the source
model. Publish geometry features are chosen from a list of available features. An example of creating a
Publish geometry feature in a source model appears in this document.
Dependency: One of the most interesting things about Data Sharing features is that you can choose
whether or not the features update automatically; You can determine associativity. I have selected
dependent. My reference geometry will automatically update if the source geometry is available in session.
You can toggle between dependent and independent at will.
The resulting feature is shown below. I now have all the references needed to build the left mouse button
without requiring a merge of the entire master model, or unnecessary assembly references. I can also
choose when my model updates to external changes.
The Model tree shows on feature for the six references that were added.
Page 8 of 18
Throughout Designs
Date: 2/21/02
Note the icon used for external

copy geom features. The
Feature name can be changed
Shrinkwrap from Other Model: In this example we will create a simplified version
of a Printed Circuit Board. This will allow us to place a single part file in assemblies to represent the
Circuit Board Assembly. Only this file would need to be checked out of Intralink instead of all the
components on the circuit board. Other uses of this function would be to create simplified versions of
assemblies to route cables or pipes. You could also share information with other project workers or other
companies in a manner that would allow associative updates.
This is the original board:
• Create a new blank part

• Select #Insert;#Data Sharing;#Shrinkwrap from Other Model
• The following dialog shows the elements for the feature
Page 9 of 18
Throughout Designs
Date: 2/21/02
Ext Model: Retrieve a model that you need references from. I’ll call this model the source model. Select
Open or pick a model that is visible. I chose the board assembly pictured above.
Attributes: Defines the behavior of the shrinkwrap feature.
Quality varies from 1-10. Controls the

number of surfaces selected to represent
the source model (part or assembly)
Holes can be optionally filled to further

simplify the model
Quilts can be optionally included to further

define the model
I chose a quality of 5. The higher the quality the longer the feature takes to regenerate.
Additional Surfs: Allows you to manually select surface to be included in the shrinkwrap feature. Use this
when your chosen quality setting does not automatically select a surface that you want included.
Include Datums: Datum features are not included in shrinkwrap features. Remember that we are trying to
create a simplified model. There are occasions when you would like to include datums, particularly as
future assembly references. Use this option to select the desired datums.
Page 10 of 18
Throughout Designs
Date: 2/21/02
whether or not the features update automatically; You can determine associativity. I have selected
independent. My model will not update until I toggle dependency back on.
The resulting feature is shown below shaded and in wireframe.
Inheritance feature : In this example we will derive an “as-cast” design model from an "as-
designed” or “as-machined model.” We need to be able to toggle features on and off as well as modify
feature dimensions
Page 11 of 18
Throughout Designs
Date: 2/21/02
As Machined As Cast
In the past users might have used merge model techniques or family tables for this type of task. This
method is not only more straightforward and useful; it also reduces data management concerns since the
person creating the manufacturing variant does not change the original mode. Also, some of the change
required would not be possible in a merge model scenario.
This feature could also be used to copy in an entire skeleton or master model if desired.
• Create a new model. This will be the manufacturing variant or the “as-cast” model. The model uses a
start part and has three datums and a coordinate system. Note: the units used must agree with the
model that you are referencing.
• Select #Insert;#Shared Data;#Inheritance
• The following options are available
Base Model: Retrieve a reference model. Select Open or pick a model that is visible. I chose the final
version of the connecting rod pictured above. By default this entire model will show as a single feature in
the target model.
Var Dims: feature dimensions can be modified in the current model. Select “Add”; select the feature to be
modified then the dimension to be changed.
Page 12 of 18
Throughout Designs
Date: 2/21/02
Selecting features and using the right mouse button to modify them can also modify dimensions. You will
be prompted to add the dimension to the var dim table.
Var Feats: Features may be suppressed in the current model. Select “Add;” select the features to be
suppressed; select suppress.
Features can also be suppressed by expanding the feature list in the model tree, selecting features and using
the right mouse button to suppress.
Copy notes: Copy 3-D notes if desired
whether or not the features update automatically; You can determine associativity.
Page 13 of 18
Throughout Designs
Date: 2/21/02
Cutout and Merge from Other Model : Cutout and merge models can now be
created without an assembly. The menus are similar and shown below.
Base Model: Retrieve a reference model.
location or align coordinate systems.
whether or not the features update automatically; You can determine associativity.
Publish Geometry: In the copy geometry example shown above (collecting references for the
left mouse button), the user selected multiple references from a source model. It may make sense for the
originator of the source model to pre-select these references for you. The references (surfs, curves, datums,
etc) can be collected in a Publish geometry providing the following benefits:
• Sometimes the source model may be very complex and hand picking the references may be difficult.
• Some items that are needed may be on layers and not visible and you may not be familiar with the
model.
• The originator of the source model would be in a better position to select the necessary references for
you. He/she would also know which references will stay in their model.
• This is particularly useful when the references will be used in many models. You can select them once
in the publish geometry and reference the Publish Geometry feature in many models.
The Publish Geometry functionality is described below. This example will build a Publish Geometry
feature in the Master Model of the Mouse used above. This feature will pre-select features need to create
the mouse buttons.
Select #Insert;#Shared Data;#Publish Geometry. The following options are presented.
Page 14 of 18
Throughout Designs
Date: 2/21/02
Name: Name the feature. This name will appear in lists when other models reference the feature
Surface Refs: Allows the selection of surfaces and quilts. The typical surface collection menus are
available.
I have used the Indiv Surfs option and selected the top surface of the mouse.
Page 15 of 18
Throughout Designs
Date: 2/21/02
Curve Refs: Will allow the selection of curve features. I have used the option to select the bounding curves
of the mouse button.
Misc Refs: Allows the selection of Datum features’ intent chains and other references. I have used the
option to select the button pivot axis.
The icon used in the model tree of the originating model is shown below.
Page 16 of 18
Throughout Designs
Date: 2/21/02
Publish Geometry Feature
Key Vocabulary for Shared Data Features:
Copy Geometry Feature: A Pro/ENGINEER feature allowing geometry from

one model to be replicated in one or many other models
Cutout: Remove the volume of one model from another. Like creating a
mold cavity
Inheritance Feature: A Pro/ENGINEER feature allowing one part model to

appear as a single feature in another part model. Useful for
creating/documenting manufacturing process variants.
Merge: Combine two part models into one.
Publish Geometry Feature: A Pro/ENGINEER feature allowing a user to

collect references in a source model to make it easier for other users to
reference the geometry.
Shrinkwrap: A lightweight version of a part or assembly. Used in this

document as an associative surface shrinkwrap.
Skeleton Model: A Top Down Design tool used to communicate shape and
interfaces throughout a model
Source model: The model from which references are needed.
Top Down Design: A method of designing a product by specifying top level

design criteria and passing those criteria down from the top level of the
product’s structure to all of the affected sub systems.
Page 17 of 18
Throughout Designs
Date: 2/21/02
Title:

3 – Agree
………………………… 1 2 3 4 5
expectations:

………………………… 1 2 3 4 5
projects:
………………………… 1 2 3 4 5
effective tool:
………………………… 1 2 3 4 5
using Pro/E:
1)
2)
3)
1)
2)
3)
1)
2)
3)
Page 18 of 18
Sheetmetal Pocket Demo Page 1 of 5
Pro/ENGINEER Sheetmetal - Pocket Tutorial

Ethan Meyer - PTC emeyer@ptc.com
SUMMARY
This pocket tutorial is intended to highlight the basic functionality of the sheetmetal module.
Specifically, topics covered include: flat patterns, deformation allowance, bend tables, working in both
flat and "as designed" states, and full associativity between part, drawing and flat state. Ensure you have
the sheetmetal module attached to your license of Pro/ENGINEER before beginning.
PICKS
1. Create a part (sub-type sheetmetal) with extruded wall as first feature; sketch as in following
figure:
FEATURE / CREATE / WALL / EXTRUDED / DONE / ONE SIDE / DONE / select your planes etc...
HINT: Sketch the outer "solid line" first, then use SKETCH / FEATURE TOOLS / THICKEN / FLIP /
OKAY / 0.25 / <CR> / Now place the 0.50 Radial dimension on the inside "dotted line radius. This will
simulate the thickness of the sheetmetal. It is best practice to dimension sheetmetal bends on the inside
radius.
Thickness = 0.25, Depth = 20
file://D:\User%20Profiles\mfischer\Local%20Settings\Temp\shtmtl_pkt.htm 8/8/2002
2. Unbend the part. Pro/ENGINEER allows you to work in the formed or flate states.
CREATE / UNBEND / REGULAR / DONE / select the top surface as fixed plane / UNBEND ALL /
DONE / OK
Observe the model in wireframe and shown axes mode, you can now see the bend lines and the bend
tangents. If you modify the first feature you will see the developed length of the bends as a modifiable
feature. The default is fine for design purposes but we will drive this by a manufacturing specified bend
table in the next step.
3. Assign bend table. Important if you have manufacturing bend table specifications, not
necessary if you don't.
SET UP / BEND ALLOW / BEND TABLE / SET / CONFIRM / FROM FILE / TABLE1
4. Now view the table that you applied. These tables from the machinists handbook and are
customizable if necessary.
SHOW / FROM PART / TABLE1 (for soft copper and soft brass)
5. Create a cut across the bend. This will make apparent the realistic deformation that is show in
Pro/ENGINEER sheetmetal.
CREATE / CUT / DONE / select the top plane / DEFAULT ; sketch and align cut to axis as in following
figure:
Make the cut THRU ALL / OK
5. Add a sketched flat wall. There are a variety of ways to create sheetmetal walls.
CREATE / WALL / FLAT / NO RADIUS / DONE / PART BEND TBL / DONE / select the edge of the
part to attach to / OKAY / sketch as shown in the following figure:
6. Bend the part back up and notice the deformation created at the cut.
CREATE / BEND BACK / select the top surface as fixed plane / BEND BACK ALL / DONE / OK
7. Set up the flat state. This will be a fully associative family table instance for use in
manufacturing drawings and tool paths. Having the two models allows users to design in the
formrd state (add cuts, tabs, features, etc.) while having a fully accurate flat pattern for mfg.
SET UP / FLAT STATE / CREATE / <CR> (this names the instance, the default is Pro/E industry
standard) / FULLY FORMED / select top flat surface / OK
This creates a family table intance that is always fully flat. This instance can then be used for flat pattern
drawings and Manufacturing. Remember to do all design work in the bent state or generic, so your
model will be correct.
8. Create drawing, showing bent and flat states on the same page. Show the dimensions on the
bent part, create ordinate dimensions on the flat state.
9. Now retrieve the part. Change the bend allowance from Table 1 to Table 3. (Refer to step 3)
This alters the part's flat state to meet a new manufacturing requirement and shows the
associativity of the model. Notice the effect on the developed length dimensions.
10. Create swept wall. It will be an additional flange.
CREATE / WALL / SWEPT / USE RADIUS / DONE / DONE/RETURN / select green curvy edge (will
highlight entire edge) / DONE / OKAY / sketch horizontal 2" line / DONE / ENTER VALUE / 0.5 / OK
11. Note the change in the flat state family table instance. Either:
FILE / OPEN / IN SESSION / select the flat state
or
SETUP / FLAT STATE / SHOW / select the flat state
12. Return to drawing; notice changes have been incorporated due to change in bend allowance
table and swept wall.
Final part:
Title: Shrinkwrap
Date: 8/22/01
Shrinkwrap
Table of Contents:
1) Objective
2) Overview
3) Metric
4) Tutorial
1
Title: Shrinkwrap
Date: 8/22/01
Objective:
At the end of this tutorial, you will:
• Know three types of shrinkwrap parts.
• Know how the use of shrinkwrap parts affect regeneration times
• Know how shrinkwrap parts can be used for Vendor supplied component library
parts.
Overview:
Many parts, especially Outside Plant (or Vendor) assemblies, contain much more
detail and many more parts than are necessary to ensure proper space allocation in
Pro/ENGINEER assemblies. Additionally, it is often not desired to submit assemblies
with non-standard hardware to Pro/INTRALINK.
Pro/ENGINEER techniques exist to reduce the file size of these assemblies
greatly and represent them as simple piece parts. When this shrinkwrap capability is used
the files are not only smaller but the vendor hardware does not need to be submitted to
Intralink.
There are four types of shrinkwrap: Surface Subset, Faceted, Solid Merge, and
Data Sharing (Data Sharing available in 2000i2 and beyond).
Solid Merge type. Accurate mass properties, not associative.
Surface subset type. Accurate Mass Properties, not associative.
Faceted Shrinkwrap. Accurate Mass Properties, not associative.
2
Title: Shrinkwrap
Date: 8/22/01
Data Sharing Shrinkwrap. Can toggle between associative and

stand-alone. Created using Data Sharing functionality available in Pro/ENGINEER
2000i2 and beyond.
Metric:
Shown below are the types of file size reduction that can be achieved when
assemblies are simplified using Shrinkwrap. Actual data taken from a typical oilfield
equipment assembly.
25
Full Assembly
20
Solid Shrink
15 Wrap
Surface
10 Shrink Wrap
Data Share
5 Shrinkwrap
Faceted
0 Shrinkwrap
File Size MB
Corresponding improvements in retrieval time of the resulting part are also

achieved. See below:
3
Title: Shrinkwrap
Date: 8/22/01
45
40 Full Assembly
35
30 Solid Shrink
Wrap
25
Surface
20
Shrink Wrap
15
Data Share
10 Shrinkwrap
5 Faceted
0 Shrinkwrap
Retrieval Time (sec)
Tutorial:
To create non-associative, exported shrinkwraps follow the steps below.
File; Open the part or assembly that you need to shrinkwrap.
To create non-associative shrinkwraps in 2000i and 2000i2:

Choose File;Export;Model:
4
Title: Shrinkwrap
Date: 8/22/01
From the resulting right hand menu choose Shrinkwrap:
In Pro/ENGINEER 2001 select File;Save a Copy:
5
Title: Shrinkwrap
Date: 8/22/01
Then select Shrinkwrap from the File Open Browser:
At this point you should see the shrinkwrap menu for exported shrinkwrap types. The
options are shown below, descriptions follow.
6
Title: Shrinkwrap
Date: 8/22/01
For Surface Subset types:
Shrinkwrap Type selection
Quality selection. Determines amount of surfaces

chosen to represent the design. Scale is 1-10, 10 being
the highest. Higher quality results in longer creation.
Holes, Skeletons, Quilts and Small Surfaces can be

automatically removed. The current Mass Properties of
the parent assembly can be assigned to the resulting
shrinkwrap part.
By default, no datums are included in the new part.

Desired datums can be selected here for inclusion.
It is often useful to see which surfaces will be included

in a surface shrinkwrap upon completion. When the
Gray-Orange option is chosen, unselected surfaces are
shown in orange.
Desired surfaces which are not chosen by default can
be added manually.
Name of resulting file
Create the new Preview the resulting geometry

shrinkwrap part from the current settings
7
Title: Shrinkwrap
Date: 8/22/01
For Faceted Solid types:
Quality selection. Determines # of triangular surfaces

created to represent the design. Scale is 1-10, 10 being
the highest. Higher quality results in longer creation.
Holes, Skeletons, and Quilts can be automatically

removed. The current Mass Properties of the parent
assembly can be assigned to the resulting shrinkwrap
part.

Choose your desired output type:

Pro/ENGINEER part
Stereo Lithography file (STL)
VRML

8
Title: Shrinkwrap
Date: 8/22/01
For solid subtypes:
Quality selection. Determines parts chosen to represent

the design. Scale is 1-10, 10 being the highest. Higher
quality results in longer creation.
Holes, Skeletons, and Quilts can be automatically

removed. The current Mass Properties of the parent
assembly can be assigned to the resulting shrinkwrap
part.

Components not selected by the quality setting can

be chosen manually

The Data Sharing Shrinkwrap method is covered in the Data Sharing Tutorial
document. It has the added benefit of being associative. Even better, the user has the
capability to toggle between associative and independent at will.
9
Title: Shrinkwrap
Date: 8/22/01
Some uses:
This functionality can be used any time a model needs to be simplified prior to
use. Some benefits:
• The files are smaller
• No vendor hardware needs to be maintained in INTRALINK
• Retrieval time is very fast.
• When sharing data with suppliers, proprietary data can be masked
Be aware of the following.
• Cross sections will not fill for the surface subset method
• The exported types are not associative. Changes to shrinkwrap parts will need
to be handled manually (except for the “data sharing shrinkwrap” covered in
the data sharing paper). Use the data sharing type where possible.
10
Title: Shrinkwrap
Date: 8/22/01
Title:

3 – Agree
………………………… 1 2 3 4 5
expectations:

………………………… 1 2 3 4 5
projects:

………………………… 1 2 3 4 5
effective tool:

………………………… 1 2 3 4 5
using Pro/E:
1)
2)
3)
1)
2)
3)
1)
2)
3)
11
http://www.ptc-mss.com/Tutorial/2Ki2%20sketcher%20cheat%20sheet.pdf
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ModelCHECK
Quick Reference for Self-Installation
This document is intended to give a brief overview of the requirements to run and install
ModelCHECK. It should enable users and administrators to get a head start in installing
and achieving the return on investment ModelCHECK can give to customers. We
recommend that our Global Services Organization perform the installation, but if that is
not an option this guide should help with the installation. For more information and
guidance please refer to the customer support website located at http://www.ptc.com/
2000 Parametric Technology Corporation

PTC Customer Care Program: Boesiger
Table of Contents
MODELCHECK ................................................................................................................ 1
ABOUT MODELCHECK................................................................................................... 3
RUNNING MODELCHECK............................................................................................... 3
ABOUT MODELCHECK TEACHER ................................................................................ 4
CONFIGURING MODELCHECK...................................................................................... 4
Location of configuration files:.............................................................................................................. 5
INTEGRATING MODELCHECK WITH A PDM SYSTEM ................................................ 6
CONFIG_INIT.MC............................................................................................................. 6
SETCONF.MCC FILE ....................................................................................................... 7
CONDITION.MCC FILE .................................................................................................... 8
CHECK CONFIG (FILENAME.MCH) ............................................................................... 8
START CONFIG (FILENAME.MCS) ................................................................................ 8
CONSTANT CONFIG (FILENAME.MCN) ........................................................................ 9
RULECHECK.................................................................................................................... 9
DUPLICATE MODELS IN MODELCHECK...................................................................... 9
CONFIGURING YOUR WEB BROWSER ...................................................................... 10
-2-
About ModelCHECK
ModelCHECK is an integrated application that runs transparently inside Pro/ENGINEER. It
analyzes parts, drawings, and assemblies and recommends proper Pro/ENGINEER modeling
techniques. ModelCHECK promotes the use of standard design practices to improve the
effectiveness of downstream users and design reuse.
Running ModelCHECK
To Start ModelCHECK:
1. Set the Pro/ENGINEER configuration option modelcheck_enabled to yes
2. Start Pro/ENGINEER
3. Click Analysis > ModelCHECK.
You can run ModelCHECK in four ways, depending on how it is configured.
• Interactively, using a Pro/ENGINEER menu command. This is performed by

selecting Analysis >ModelCHECK > MC inside Pro/ENGINEER
• Automatically after every regeneration. This is the most effective use of

ModelCHECK. Set MODE_RUN to Y in the Regenerate Mode column of the
config_init.mc file. Upon regenerating any Pro/ENGINEER model,
ModelCHECK will generate a report if there are errors or warnings found with
the model.
• Automatically after every save. Set SAVE_MC_PRE in the config_init.mc to Y

in order to run ModelCHECK before you save, and N to run ModelCHECK after
you save. Save the Model
• Batch Mode. There are a number of automatic corrections that are performed in
batch mode:
i. Add Items to Layers
ii. Add relations and comments
iii. Change Layer Display
iv. Create Layers
v. Create Parameters (if their values are known)
vi. Fully regenerate the model from the first feature and report any problems
vii. Move Items between layers
-3-
viii. Designate Parameters for PDM Tools
ix. Rename Datums
x. Rename Layers
xi. Save the Model
About ModelCHECK Teacher

You may not always know what causes the problems or errors identified by ModelCHECK.
ModelCHECK Teacher is a series of Web pages containing information about common modeling
errors and how to fix them. To access it, click the question mark to the left of each item in a
report. This loads a web page with information specific to the check. If your company has its own
standards or rules to follow, you can modify the Teacher pages to include this information, or you
can add links to your company’s Intranet. ModelCHECK’s Teacher pages also have links to
Pro/HELP and Cadtrain COAch. You can use these links if the software is installed on your
network.
Configuring ModelCHECK
You can configure ModelCHECK to run different checks at different times. For example, the MC
option allows you to check the currently active model; with MC Regen you can regenerate the
active model and then check it; using Load Config you can select a configuration to use
manually.
A series of text files store the configuration options. These files are located in the config
directory, a subdirectory of the ModelCHECK loadpoint. The following files apply:
• Config_init.mc: specifies initialization settings. This file is read when Pro/ENGINEER

starts and ModelCHECK initializes. If any changes are made to the file you must restart
Pro/ENGINEER.
• Condition.mcc: specifies the conditions that determine what set of configuration files to
read when you have the ModelCHECK config option CNFG_SELECT_AUTO in
config_init.mc set to Y. This is read each time you run ModelCHECK
• Setconf.mcc: When the ModelCHECK configuration option CNFG_SELECT_AUTO is

set to N or A in config_init.mc this file determines what configuration files you can select
from the Pro/ENGINEER Load Config menu (Info>MC>Load Config).
• <filename>.mch: Configures the checks and specifies how problems are reported. There
can be several of these files. This file determines which check file to use each time you
run ModelCHECK. You can give any name to a check file but it must have the extension
.mch
-4-
• <filename>.mcs: Start config file is used to specify the start part information for which
ModelCHECK checks. You can have several .mcs files and use more than one at a time.
The condition file determines which start file to use each time you run ModelCHECK.
You can give any name to a start file but it must have the extension .mcs
• <filename>.mcn: Constant file is used to specify constant values such as the length of a
short edge. There can be several of these files. The condition file determines which
constant file to use 3each time you run ModelCHECK. You can give any name to a
constant file but it must have an extension of .mcn
Location of configuration files:

All configuration files must be kept in the <modchk>/config directory for release 3.0 and 2000i.
In ModelCHECK 2000i2 and greater, the path to the config file directory is
<proe>/modchk/language/<English>/config
Use $MCDIR to specify an alternative location for the config directory. If $MCDIR exists, any
file in that location overrides the default setting.
-5-
Figure 1
Example workflow using ModelCHECK configuration files
Integrating ModelCHECK with a PDM System

You can configure ModelCHECK to add four parameters to the model file each time it is run on
the model:
MODEL_CHECK – (string) indicates the date and time that ModelCHECK was last run
MC_ERRORS – (integer) indicates the number of errors found
MC_CONFIG –(string) indicates the names of the configuration files used
MC_MODE –(Interactive, Regenerate, Save, Batch or MC_regen) indicates the mode in which
ModelCHECK was run.
To see these parameters from within Pro/INTRALINK, attributes with the same names and types
(as shown in the parentheses above) must be created from within Pro/INTRALINK’s
commonspace. You can program Pro/INTRALINK to allow check-in only of models that have
the above parameters set to specified values. For example, a trigger can be written to deny the
check in of models with errors (MC_ERRORS is greater than 0).
Config_init.mc
Initialization settings for ModelCHECK are set in the config_init.mc file.
1. Using a text editor, open config_init.mc. This file is in

<proe>/modchk/<language>/config or in the directory you have specified with the
environment variable $MCDIR
2. For the options you want to set, set a value for each ModelCHECK mode. In the
config_init.mc file each mode is in a separate column. The modes are abbreviated as
follows:
a. I – Interactive
b. B – Batch
c. R – Regenerate
d. S – Save
-6-
To specify a directory in config_init.mc you can includes spaces in the name of any directory.
You do not need to include quotes around a directory name that contains spaces.
Example:
! ----------------------------------------------------------
# Options "I" "B" "R" "S"
! ----------------------------------------------------------
# Enable ModelCHECK Y=enable, N=disable, A=Ask user

MC_ENABLE YNA Y
# View ModelCHECK Report Y=applet reports, N=html reports w/applet

buttons,
MODE_VIEW YN Y
# Enable/Disable ModelCHECK in specific modes

MODE_RUN YN Y Y N N
Setconf.mcc File
You can allow users to decide what config files ModelCHECK uses during a Pro/ENGINEER
session or have it automatically set.
1. In config_init.mc set CNFG_SELECT_AUTO to N or A to allow users to decide what

config files to use. If this is set to Y the config files to use are chosen automatically. N:
requires the user to choose the config files to run. A: prompts the user whether to load the
configuration files or let ModelCHECK select them automatically.
2. Using a text editor open setconf.mcc. Edit the file to set up the Load Config choices. For
example: PDM = (checks/pdm.mch) (start/pdm.mcs) (start/default_start.mcs)
(constant/mm.mcn) NoStart = (checks/default_checks.mch) (start/nostart.mcs)
(constant/mm.mcn)
3. Save setconf.mcc. All the configuration files you list in this file must be in their
respective directories.
4. If CNFG_SELECT_AUTO is set to N or A, click Info > MC > Load Config in

Pro/ENGINER. The Load Config menu appears. If setconf.mcc is set as in the above
example then the following are listed on the Load Config menu: PDM, Light, NoStart
5. Click the configuration you want to use.
-7-
You can us3 mc_msg.txt to customize the configuration names that are listed in the Load Config
menu. Mc_msg.txt is in the ModelCHECK text directory and is used to build the Pro/ENGINEER
meny commands when ModelCHECK is initializing. Be careful when editing this file. If you edit
the wrong lines, you may have to reinstall ModelCHECK. The default configuration names are
Heavy, Medium, and Light. If you want to rename them so that the users see other names, edit the
file.
Condition.mcc File
When ModelCHECK runs, it reads a file called condition.mcc to determine the combination of
configuration files (start, check and constant) to use. This files is located in the config directory of
the ModelCHECK load point directory. You can use condition.mcc to override check settings.
Prior to ModelCHECK version 3.0 all configuration options were stored in one file, config.mc. It
is still possible to use config.mc. The condition.mcc file has a SET CONFIG FILE section and an
OVERRIDE CHECKS section
Check Config (filename.mch)
The check config file, or check file has an extension of .mch and is used to determine when to run
checks and how to report problems when they are found. It is located in
<proe>/modchk/language/engligh/config/check. You can set a value for the Interactive (I), Batch
(B), Regenerate ®, and Save (S), modes for each checks. The available values for each check are:
-N – Do not perform the check
-Y – Perform the check but do not report any problems in the summary report, only in the full
report, which is the second one you see. Y should be used for minor problems or for information
only checks.
- E – Perform the check and report an error if it fails. Errors are reported in the summary
report and in the full report. When errors are found a model parameter is created that has
a value of the number of errors found in the model. Pro/INTRALINK can be set to track
models with errors or to even reject their submission.
- W – Does the same as E except no model parameter is created. W should be used for less
serious problem.
Save the edited file with the extension .mch
Start Config (filename.mcs)
-8-
The start config file is where start part information is kept. In the start config file you can
initialize part mode features, assembly mode features, drawing mode features and external files. It
is located in the <proe>/modchk/language/English/config/check directory. In the file you list the
parameters to add to the model. Save the file with the extension .mcs. You can have more than
one .mcs files and they can be used at the same time.
Format:
PRT_ADD_CHK_PARAM [PARAMETER] [CHECK_OUTPUT]
Where:
[PARAMETER] is the name of the parameter that will be created
[CHECK_OUTPUT] is the name of the check with output that will be used
Example: PRT_ADD_CHK_PARAM MATERIAL MATERIAL_INFO
Constant Config (filename.mcn)

The constant config file contains the values of constants that ModelCHECK uses. It is located in
the <proe>/modchk/language/English/config directory. You can have multiple constants files.
RuleCHECK
RuleCHECK, a component of ModelCHECK is designed to allow companies to easily document

and enforce engineering rules. It can be used to develop a Design Advisor for Pro/ENGINEER
users. Rules can be defined to describe a company’s engineering rules, design process steps,
required deliverables, and Pro/ENGINEER best practices. Each type of part and assembly that a
company designs may have specific rules assigned for it. You can have Engineering Rules,
Design Process Steps, Required deliverables and Pro/ENGINEER best practices. It is accessed by
selecting Analysis > ModelCHECK > RuleCHECK inside Pro/ENGINEER
Duplicate Models in ModelCHECK
ModelCHECK can search for duplicate parts by examining a model’s shape and then searching
the database for similar models. A line item in the ModelCHECK report indicates if duplicate
models are found. You can then click on the line item a table with the names of the models found,
and the following items appear:
-9-
• Percent match
• Model units
• Number of features
• Number of datums
• Size of the model
Configuring your Web Browser
ModelCHECK runs on any web browser that supports Java (Netscape 2.01 or greater and IE 3.0
or greater). Netscape 4.03 or higher is recommended.
- 10 -
Title: Surface Transforms (for large patterns)
Date: 7/22/01
Surface Transforms:
For Large Patterns
Table of Contents:
1) Objective
2) Overview
3) Metric
4) Tutorial
5) Key Vocabulary
Page 1 of 9
Date: 7/22/01
Objective:
• Explain why a surface transform is useful for large patterns.
• Describe why a large pattern model would regenerate faster using this technique.
• Identify a current project where this method can be applied.
Overview:
Patterning a feature on a model can be a powerful away to leverage the parametric
nature of Pro/E. There are times however when the size of pattern becomes so large that
regeneration times become unacceptably long or you run into situations where a feature is
created without proper references to allow it to be patterned at all using the conventional
commands available.
Surface transforms leverage the power of Pro/E surfacing by both reducing
regeneration times as well as allowing you to create patterns of features that were
previously impossible to pattern.
Metric:
The example used in this tutorial was of a carrier for a semiconductor chip. Before
surface transforms were used, this model took 25 minutes to regenerate. After the surface
transform technique was applied, regeneration went down to 5 minutes. This is an 80%
reduction in regeneration time!
25
20
Regular
15 Pattern
Surface
10
Transforms
0
Regeneration time on
large pattern
Tutorial:
Page 2 of 9
Date: 7/22/01
A pin receptacle cutout has been created (Picture #1) in this model and it consists of 5
features: 2 cuts and 3 rounds. We need a 10x10 grid array of these features which would
normally consist of (10x10 = 100, 100x5 = 500) 500 individual features that would be
regenerated. We will reduce this to approximately 25 using surface transforms.
Picture #1
Page 3 of 9
Date: 7/22/01
Step 1: Create a surface copy of the geometry to be transformed.

a) Menu Picks: FEATURE, CREATE, SURFACE, COPY, DONE
b) Select all of the surfaces that comprise the feature (hint: use SURF & BND for
quick selection).
Surf & Bnd method (Picture #2)

a) Select a seed surface (bottom of cut)
b) Select a bounding surface (top plane of part)
c) Pro/E will automatically “gather” all of the inside surfaces between this seed
surface and the bounding surface. “Seed” surface
“Bound”
surface
Picture #2
Step 2: Transform the surface copy just created.

a) Menu Picks: FEATURE, CREATE, SURFACE, TRANSFORM, MOVE,
DONE
b) Select the previously created surface
c) TRANSLATE, PLANE
d) Select a plane that the direction will be perpendicular to (flip if necessary).
e) Enter in the dimension to translate, DONE MOVE.
You will now have a new surface that is an exact copy, just shifted. This “Transformed”
surface now has a linear dimension associated with it that we can use to pattern.
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Date: 7/22/01
Step 3: Pattern the transformed surface.

a) Menu Picks: FEATURE, PATTERN, select the transformed surface, DONE.
b) Select the first direction, enter increment, DONE, enter total number in this
direction, enter 2, DONE.
This will now give us a single row of three surface copies.
Step 4: Create solid cut using the surfaces.

a) Menu Picks: FEATURE, CREATE, SOLID, CUT, USE QUILT, DONE,
select the first transformed surface, select the check box to finish.
b) Now pattern this solid cut using the reference pattern option.
Step 5: Create a surface copy of all the solid cutouts of the geometry that we want.
c) Menu Picks: FEATURE, CREATE, SURFACE, NEW, COPY, DONE (hint:
used SOLID SURFS option for fast selection).
Solid Surfs method

a) Select part, all of the external surface geometry is included in the surface copy.
b) Select EXCLUDE, a pick all of the outside geometry you don’t want to copy
c) Select SHOW, MESH to get a visual on which surfaces are actually selected
(Picture C)
Picture #3
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Date: 7/22/01
Step 6: Transform the entire row of surfaces by repeating Step 2.
Step 7: Pattern the entire row of surfaces by repeating Step 3.
Picture #4
Step 8: Create a solid cut using the row of surfaces by repeating Step 4.
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Date: 7/22/01
Finished!
Now you have two very clean transformed surfaces that control the number of cutouts in
rows and columns (Picture #5). Now you simply change the number of patterned
transformed surfaces in each direction to control your X, Y grid. Instead of having to
regenerate 5 features for each cutout, Pro/E is now only cutting out one surface feature
for an entire row!
Picture #5
Quick Summary of Steps

1) Create a surface copy of all required features
2) Create surface transform
3) Select “Move” “Copy”
4) Select the surface copy to pattern
5) Select “Translate” or “Rotate”
6) Select appropriate reference (plane, axis, coord)
7) Enter in values for movement
8) Pattern the newly transformed surface
9) Create solid feature (cut or protrusion) from surface
10) Ref pattern the new solid feature.
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Date: 7/22/01
Key Vocabulary for Surface Transforms:
Bound Surface: The surface that “caps” off the automatic gathering of
surfaces by Pro/E during a “Surf & Bnd” operation. Imagine trying to
gather all of the surfaces internal to a drinking glass, the boundary would
be the top rim.
Copy (surface): a method to create a new surface feature by copying

previously created surfaces or individual surfaces on a solid.
Pattern: any geometry that occurs in a regular, repeatable fashion.

Common examples are linear patterns (i.e. a grid array) or radial patterns
(i.e. a bolt circle on a flange).
Seed Surface: Any surface that is internal to the geometry that you want to
gather during a “Surf & Bnd” operation. Imagine trying to gather all of the
surfaces internal to a drinking glass, the seed would be the inside bottom.
Surface: The exterior “skin” of a solid part or feature. A solid feature is

comprised of many surfaces, each one can individually be selected. A
surface is the “skin” geometry bounded by a continuous loop of edges.
Transform: A function in which you can take an existing surface feature

and move it in either a linear or radial direction. This operation can do two
things, either move the existing surface geometry or make a copy and then
move the copied surface geometry.
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Date: 7/22/01
Title:

3 – Agree
………………………… 1 2 3 4 5
expectations:

………………………… 1 2 3 4 5
projects:

………………………… 1 2 3 4 5
effective tool:

………………………… 1 2 3 4 5
using Pro/E:
1)
2)
3)
1)
2)
3)
1)
2)
3)
Page 9 of 9
Untitled Document
KinetiVision
Presents
Pro/ENGINEER
Release 2001
Tips and
Techniques
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Neutral Plane Drafts

Advanced Drawing Tips and Tricks

Top 20 Ways to Make Pro/E Easier to Use

Changing View display in Drawings

Component Display Options

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Instrumenting Your Design

Innovation Days - Tips & Tricks

Import Data Doctor

Mechanism Design Option - 1 , 2,

Mechanism Connections: Cam

Feedback - Search - Escalation Procedures - Pro/COLLABORATE

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Advanced Drawing Help Guide

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• Tips & Tricks

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• Tips & Tricks

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1. Click File > New. The New dialog box opens.

5. Specify the size of the template, and then click OK.

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symbol, or to replace the view symbol.

Hole charts includes:

● Location in x and y coordinates (z for datum points)

● Sorting (x, y, Size)

● Ability to add additional columns for user-defined parameters

● ISO or ASME style hole labels (numbers versus alphanumeric)

● Ability to paginate tables

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Improved True Type Font Usability

Alignment of General Views

Improvements to Broken Views

❍ Create projected broken views.

❍ Add and remove breaks from a broken view.

❍ Use standard break lines include S-curve and heartbeat.

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● Access to saved cross-hatching patterns for cosmetic features in drawing views

mode when modifying cross-hatching. It is now possible to retrieve saved cross-hatch

● New parameter to show the scale of individual views

specified. The syntax is scale_of_view_x, where x is the view name.

● Move has been enabled for set datums attached to dimensions

● Set datums attached to cylindrical surfaces

● Improved Control over the Size of Basic Dimension Boxes

specifying the start and end points of the box.

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● Unordered datum references for geometric tolerances

tolerances to have unordered datum references.

● Limit dimension tolerances listed horizontally for parallel text

other instead of stacked on top of each other.

● New filter for disallowing selection of hidden lines in no-hidden views

● Enhanced diagnostics when view reference point is missing

● Improved Symbol user interface for placing many symbols

● Select many for axes

● Fractions no longer applied to metric dimensions

● Erasing of angular witness lines and arrow style modification

● New option for setting default behavior for show/erase

● Snap line support for view arrows and clipped dimensions