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    Pro/ENGINEER 2001 Update Manual

    Steven G. Smith

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

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    Pro/ENGINEER 2001 Update Manual

    CADQUESTINCORPORAT ED

    4811 Jonestown Road

    SUITE 230

    HARRISBURG, PENNSYLVANIA 17109

    USA

    Phone 717.540.6878

    Fax 717.540.8678E-mail: [email protected]

    Web Site: http://www.cadquest.com

    Copyright 2001 CADQUEST, INCORPORAT ED. All rights reserved under the copyright

    laws of the United States.

    This publication may not be copied or reproduced by any means unless CADQUEST

    INCORPORAT EDconsents in writing in advance. Violators will be prosecuted.

    CADQUESTINCORPORAT EDassumes no responsibility or liability for errors or inaccuracies

    that may appear in this publication.

    Publication History

    Edition Date Description

    1.0 July 2001 Initial Printing

    ISBN 1-930933-12-6

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    I nt r oduct ion

    Pro/ENGINEER 2001 is the latest release of Pro/ENGINEER mechanical design software from PTC,

    Inc. (formerly Parametric Technology Corporation). There are many new and exciting enhancements in

    each module as well as changes and improvements to the user interface.

    This textbook outlines the major enhancements that most users will use, added to the system since

    version 2000i. If you are upgrading from 2000i, this is the book for you.

    If you skipped version 2000i, read Pro/ENGI NEER 2000i + 2001 Update Manualby this

    author and publisher.

    We hope this textbook will be a valuable reference document during your transition to Pro/ENGINEER

    2001.

    Topics Covered

    The following topics and modules are covered in this textbook:

    The User Interface

    Customizing the User Interface

    Object-Action and Selection

    Selection Preferences Selection Tools Dialog Box

    Creating Extruded and Revolved Features

    Using Datum Curves for Solids

    Creating Simple Rounds

    Creating Datum Features

    Manipulating Features

    Modifying Geometry

    Dynamic Section Modify

    Dynamic Depth Modify

    Model Player Geometry Checks Dialog Box

    Datum Tag Display

    Hide Objects

    Layers

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    Compare Part

    OLE Objects

    Family Table Editor

    Relations and Parameters

    Sketcher

    UDF References

    Search.pro File Comment Lines

    Inheritance Feature

    Assembly Enhancements

    Pro/SHEETMETAL Enhancements

    Drawing Enhancements

    The Options Editor

    Configuration File Changes

    Book Convent ions

    This book uses the following conventions:

    File, Open Bold type indicates a pull-down menu option.

    #Modify; #Value Bold type preceded by # indicates a menu manager option.

    Depth Bold type in single quotes indicates a dialog box element.

    Options Bold italic type indicates a dialog box tab or panel.

    OK Uppercase bold underlined indicates a dialog box button.

    PART Uppercase indicates the name of a menu manager menu.

    < 1.25 > Between < > symbols indicates text to enter using the keyboard. Do not include

    the < >, only enter what is between the < >.

    Pick the icon shown from the toolbar.

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    The User I nt er f ace

    Def ault W indow Layout

    The default window layout of Pro/ENGINEER 2001 is shown below. The menu bar across the top has

    changed, with the new Insert menu replacing the Datum menu. The new selection preferences toolbar

    is included in the default user interface as shown.

    Selection Preferences toolbar

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    The File Menu

    The File menu has several changes and is shown below. The old Working Directory command is now called Set Working Directory.

    The old Save As command is now called Save a Copy.

    Import and Exportarenolongerinthe File menu. Import is now in the Insert, DataFrom

    File option, and Export is performed using File, Save a Copy. See the next page.

    The File menu now displays four recent files at the bottom of the menu for quick opening.

    The old Working Directory command is

    now called Set Working Directory

    The old Save As command is now called

    Save a Copy

    The old File, Exportcommand

    is now performed here

    Four recent files are listed at the bottom

    of the menu for quick opening

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    Save a Copy

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

    Pick the Type pull-down in theSave a Copy dialog box to access

    IGES, STL, etc.

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    The Edi t Menu

    The Edit menu has several changes and is shown below. Dynamic Modify is new and is used to modify the size of the selected feature by dragging

    dynamic drag handles in the graphics window.

    The old Reroute command is now called Edit, References.

    The old Redefine command is now called Edit, Definition.

    Use Selection Preferences to control what can be picked in the object-action paradigm.

    Common commands are listed here

    Use Dynamic Modify to drag the

    features size using dynamic

    drag handles

    Edit, References is the old

    Reroute command

    Edit, Definition is the old

    Redefine command

    Use Selection Preferences to control

    what can be picked

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    The View Menu

    The Viewmenu has several changes and is shown below. The old Default option is now called Default Orientation.

    Orientation is now called Reorient.

    The Viewmenu includes new Hide , Unhide, and Unhide All commands.

    The old Advanced option is now called Display Settings.

    Model Display, Datum Display, and System/Entity Colors are now in the new Display

    Settings menu.

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

    configuration file.

    Its now called Default

    Orientation

    Orientation is now called

    Reorient

    New Hide commands

    are here

    The model tree was moved

    here at 2000i

    Model Display,

    Datum Display, andSystem/Entity Colors are

    now in the new

    Display Settings menu

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    The I nser t Menu

    The Insert menu replaces the Datum menu and is shown below. This new menu shows the future ofPro/ENGINEER. The right side menu manager is going away in the next few revisions, and this is what

    we can expect to replace it.

    Many options in this menu have pull-out sub-menus, and many are very similar.

    To create an extruded protrusion,

    first pick a sketch plane, then pick

    Insert, Protrusion, Extrude

    Create datum features here

    Surface features are here

    UDFs are here

    The old File, Import is now called

    Insert, Data from File

    The old Data Sharing option

    is now called Shared Data

    New features such as External

    Merge and ExternalCut-Out

    are found here

    The Advancedoption includesTweakfeatures such as Draft, Lip,

    and Offset

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    The Analysis Menu

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

    Excel Analysis

    The Excel Analysis option uses Microsoft Excel to perform analyses. Dimensions, part parameters, and

    Analysis feature parameters can be added to the spreadsheet. The Excel Analysis dialog box is shown

    below.

    Excel Analysis is new and

    uses Microsoft Excel

    Compare Part is new

    (See Compare Part

    later in this textbook)

    PickLoad File to access

    an existing Excel file

    Dimensions and parameters

    in the analysis are listed

    here

    PickCompute to perform

    the analysis

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    The I nf o Menu

    The Info menu has been re-arranged and some command names have changed or been removed. TheInfo menu is shown below.

    The old BOM option is now called Bill of Materials.

    The Relations and Parameters option is new.

    The old Model Tree option is now called Save Model Tree.

    The SessionInfo option is new and contains the following options:

    Object List (same as the old Pro/Engineer Objects option)

    Message Log

    Date and Time (was in the Utilities menu)

    The Relations and

    Parameters optionis new

    Session Info is new

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    The Ut i l it ies Menu

    The Utilities menu has been rearranged and some command names have changed or been removed.The Utilities menu is shown below.

    The Model Player option is new and replaces the Info, Regen Info menu sequence.

    The old Preferences option is now called Options .

    The old Utilities, Compare Part option has moved to the Analysis menu.

    The old Colors options have moved to the Viewmenu.

    Model Player is new

    (see Model Player

    later in this textbook)

    Preferences are now

    called Options

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    Cust omizing t he User I nt er f ace

    I nt r oduc t ion

    The user interface can be customized using the Utilities, Customize Screen option. Many new icons

    and toolbars are available in Pro/ENGINEER 2001.

    Toolbars

    Pro/ENGINEER toolbars can be dynamically moved anytime during a session withoutusing the

    Utilities, Customize Screen option. Each toolbar has a handle by which it can be dragged to a new

    location on the outside of the graphics window. Toolbars cannot be displayed as separate windows.

    The new Selection Preferences toolbar is shown below with its handle.

    Flyout Toolbars

    Pro/ENGINEER toolbars can be customized to include Flyout icons similar to other CAD

    systems. A Flyout toolbar contains multiple icons that are hidden until the toolbar is

    expanded. The last used icon of the Flyout is displayed when the Flyout is not in use. Any

    icon can be added to these custom toolbars including mapkeys with user-defined icons.

    Some examples of custom made Flyout toolbars are shown here.

    The toolbar handle

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    Creating Flyout Toolbars

    PickUtilities, Customize Screen and pick the Commandstab, scroll to the bottom, select New

    Menu, then pickNew Flyout as shown below. Drag the New Flyout to any location on the border of

    the graphics window. Add icons to the Flyout by drag and drop. Move the cursor over the small arrow

    on the Flyout to expand it while adding icons.

    PickUtilities, Customize

    Screen and pickCommands,

    scroll to the bottom,select NewMenu,

    then drag New Flyout

    to any toolbar location

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    Obj ect - Ac t ion and Select ion

    I nt r oduc t ion

    The makers of Pro/ENGINEER are changing how the user interacts with the system. In the past, the

    user would select a menu item and then select the feature or other geometry for the action to be applied

    to. This is called an action-object paradigm. Starting with the Intent Manager in 2000i, and continuing

    into other parts of Pro/ENGINEER in 2001, Pro/ENGINEER is changing into an Object-Action

    paradigm. The object-action paradigm is the opposite: the user selects the feature first, and thenpicks

    a menu item or icon for the action to be applied.For example, in Microsoft Word, the user selects text first, then presses an icon to apply Bold text

    formatting to the selected text. In Pro/ENGINEER, you can now select a feature and thenpickEdit,

    Delete to delete a feature. Also, the right mouse button can be used afterselecting a feature to access

    common commands to be applied to the selected feature or object.

    Obj ect Select ion / Select ion Pr ef er ences

    The firststep in an object-action system is to select the object. Pro/ENGINEER is always inselect

    mode, and the selections can be filtered to control what can be selected. As you move the mousepointer over the model, objects are pre-highlighted (in magenta). To select the pre-highlighted item, left

    click the mouse. To pick multiple objects, use Shift + left click.

    To filter selections, use the Selection Preferences toolbar as shown

    below or use Edit, Selection Preferences to activate the Selection

    Preferences dialog box as shown to the right.

    Datums: Datum features

    Primary items: Solid features,

    components, and model notes

    Geometric entities: Surfaces, edges,

    and vertices

    Toggle on/off the pre-

    highlighting here

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    Select ion T ools Dialog Box (Select by Menu)

    When using #Sel by Menu to select entities, the Selection Tools dialog box is now used. This newdialog box has several options in the SpecifyBypull-down menu. Look here for the Last Feature

    option. You must pickSelect in the dialog box after picking the item from the list to select the item.

    This dialog box only lists features with names assigned to them, such as datum planes and axes.

    Look here for Last Feature

    Pick the desired item here

    Then pickSelect here

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    Obj ect - Act ion Examples

    The following are examples of using the new object-action paradigm.Creating Extruded and Revolved Features

    The object-action paradigm can be used to reduce the number of menu picks when creating extruded

    (or revolved) surfaces, cuts, and protrusions. To create a solid extruded protrusion, first select a

    sketching plane and then pick Insert, Protrusion, Extrude . The system picks the direction and a

    reference plane for the sketch, and you are taken directly to the intent manager. After completing the

    sketch, the system displays a dynamic drag handle and a dimension to control the depth. You can drag

    the handle or double click on the dimension to modify the value.

    Step 1: Pick a planar surface

    Step 2: Pick Insert, Cut, Extrude

    Step 3: Sketch the section

    Step 4: Drag the dynamic handles or

    double click the dim value

    Step 5: Press the middle

    mouse button

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    Using Datum Curves for Solids

    Closed section datum curves can be used to create solid geometry using the object-action paradigm.

    Select the datum curve first, then pick Insert, Protrusion, Extrude . The system builds the protrusionbased on the datum curve, and the dynamic drag handles are used to set the depth. Double click the

    dimension to modify the value, then press the middle mouse button to complete the feature.

    Step 1: Pick a closed curveStep 2: Pick Insert, Protrusion, Extrude

    Step 3: Drag the dynamic handles or

    double click the dim value

    Step 4: Press the middle mouse

    button to complete the

    feature

    Note

    To create a revolved feature, the datum curve feature must

    include a centerline.

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    Creating Simple Rounds

    The object-action paradigm can be used to reduce the number of menu picks when creating simple

    rounds. First select the edge(s) for the round, then pick Insert, Round. The round appears, anddynamic drag handles allow the user to dynamically change the size of the round. The dimension can be

    double clicked to modify the value.

    Another method to quickly create a round is to select the edge(s), and then press

    and hold the right mouse button. The popup menu is shown here. Pick Round

    Edges in the popup menu. The dynamic drag handles and the dimension appear.

    Double pick the dimension to modify its value.

    The new object-action paradigm is illustrated below while creating a simple round.

    Step 1: Pick the edge(s) Step 2: Press and hold the right mouse button,

    release on Round Edges

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

    Step 4. Press the middle

    mouse button to complete

    the round

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    Creating Datum Features

    The object-action paradigm can be used to create datum features such as planes and axes. To create a

    datum plane, first pick a planar surface, then pickInsert, Datum, Plane , or pick the datum plane icon.

    To create a datum axis, first pick an edge or radial surface, then pick the datum axis icon.

    If the initial selection of references does not fully constrain the feature being created, the standard menu

    driven interface becomes available to complete the feature.

    Creating Sketched Datum Curves

    There is a new icon on the Datum toolbar for creating sketched datum curves, shown above. First select

    a planar surface or datum plane, then pick this icon. The intent manager is displayed automatically and

    you sketch the section. When the sketch is complete, the curve is created without the use of the

    standard dialog box.

    Manipulating Features

    Features can be manipulated using the object-action method. Set the selection filter to Primary items,

    then pick a feature. Next, press and hold the right mouse button and the popup menu is displayed. Use

    this menu to Modify, Redefine, Reroute, Suppress, Delete, and Pattern the selected feature(s). Use the

    Dynamic Modify command to drag the size of the feature using dynamic drag handles.

    Use this quick procedure to delete features: Pick the feature, press the Delete key on the keyboard,

    then press Enter on the keyboard.

    Pick a feature, then press and hold the

    right mouse button and release on

    Dynamic Modify