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    Installing SolidWorks for Users with Restricted Rights

    Disclaimer

    Within this document there are references to changes to the registry settings. Changing

    the registry can generate instabilities and if you are unsure about making the changes

    seek the services of a qualified administrator. You are advised to retain a backup of agood registry in case of errors, as this may allow recovery of your system.

    NotesWhere a registry key referred to is recorded as:

    HKEY_LOCAL_MACHINE\Software\SolidWorks\SolidWorks nnnn

    The nnnn refers to the version of SolidWorks that will be affected by the key. This mightbe 2003, 2004 etc.

    Background

    SolidWorks as an application running on workstation personal computers differs in

    character from other applications typically installed in this environment. System

    administrators commonly encounter installations of central corporate information,typically represented by the database. In these applications the data associated with an

    application will be stored on a central server class computer. The client installation

    associated with the application provides an access method to the server data. There islimited customization of the client information normally stored in the registry. The

    second class of application commonly installed on a corporate workstation are personal

    use applications such as seen the Microsoft Office suite. In many applications the data

    files and set-up would be considered personal information with a default save of files

    stored in the user profile. Common data files such as document templates can beinstalled in a server location and accessed by the client computer. SolidWorks shares

    characteristics from both these classes of application. In a commercial environment,design documents, drawings, parts and assemblies are temporarily under the control of an

    individual but must be accessed by other designers and ultimately stored in a central

    location where ownership of a file might be transferred to a different user at another time.The Toolbox utility consists of two elements, a database which is used to drive the

    creation of new configurations of parts which are stored within the Toolbox part files.

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    The person responsible for planning is best served considering a SolidWorks installationas a distributed database system where the database program is distributed and duplicated

    to multiple workstation computers. The database files consist of a combination of

    conventional database files and discrete model files which need to be managed to support

    the organization objectives.

    Overview

    A SolidWorks installation will include both program files and data files consisting of

    both model files and database files. In operation, SolidWorks reproduces the industrial

    environment by considering parts that are joined together in assemblies. One assembly ofparts may be used as a sub-assembly of a larger group of parts. Drawings might be

    created of the parts or assemblies. By the use of a referenced file, a change to a part will

    automatically be reflected in drawings referencing the part or any assemblies referencing

    the part.

    As a productivity enhancement SolidWorks includes features such as HoleWizard and

    Toolbox which speed the production of standard features and parts based on tables ofdata. Some of the issues faced are related to accessing these tables of data and standard

    parts.

    Detailed discussion of issues:

    The following explanation is based on the effect of creating a new user account where theuser has limited read rights in the installation directory. Referring to the image below,

    notice that the typical user cannot write to the program files directory or modify the

    contents of files in that directory. Using profiles and the advanced options, it is possibleto further change access rights. Such modifications would be expected to be undertaken

    by a qualified system Administrator.

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    Temp Variable

    In operation, SolidWorks needs to create temporary files used as part of the process. Thefiles are created in the directory controlled by the TEMP variable. The setting of this

    variable can be inspected from a command prompt by running: SET TEMP. Please see

    the image below.

    The temporary folder variables are also specified in the System Environment Variables

    which can be found in the Start > Control Panel > System > Advanced tab > EnvironmentVariables button > under User variables for username the TEMP and TMP variables are

    the temp directories.

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    Normally an Administrator will set the system wide settings. The directory should be on

    a local drive to avoid performance degradation.

    The Journal file

    As SolidWorks is used, a journal of the commands is recorded. Users need a directory

    where this file can be located. If the directory is not on the local drive there will be a

    performance penalty. The directory used can be controlled in the user interface,File locations>{SolidWorks Journal File}

    Note from SolidWorks 2005 onward, the journal file is located by default in:

    {Documents and settings}\%user name%\Application data\SolidWorks

    This is the recommended location for such information by Microsoft. The toolSolidWorks RX also introduced with SolidWorks 2005 expects to find the file in this

    location.

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    The information stored in this option can be found in:

    HKEY_CURRENT_USER\Software\SolidWorks\SolidWorks nnnn\Ext References\

    SolidWorks Journal Folders

    The file created is called swxJRNL.swj

    The Performance logSolidworks includes a feature to collect basic information on the use of SolidWorks. At

    install time there is an option to enable or disable this feature. The choice is stored in

    registry keys:HKEY_LOCAL_MACHINE\Software\SolidWorks\SolidWorks nnnn\sw

    eventlog\emailenabled

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    HKEY_CURRENT_USER\Software\SolidWorks\SolidWorks nnnn\sw

    eventlog\emailenabled

    The feature can be controlled in the user interface through {Enable Performance email}

    Enabling this option will cause SolidWorks to generate the following file:

    {Computer name} performance.log in the start in directory. Users can control the start in

    directory through the Shortcut used to launch SolidWorks.

    In SolidWorks 2005 the performance email system was changed to support SolidWorks

    RX. The file is now always generated in the folder:{Documents and settings}\%user name%\Application data\SolidWorks

    The file is deleted at key size and time intervals if Performance email is not enabled.

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    In SolidWorks 2006 where the Performance email is triggered, the following dialog is

    now presented to the user:

    Users are encouraged to enable performance email. Please review the technical bulletin

    from 21 September 2004:Performance E-mail and SolidWorks 2004 SP4.2

    License Agreement

    Each user is required to accept the license agreement when SolidWorks is first started.

    The license will be presented in the appropriate language for the user based on the

    machine regional settings and the installed language versions of SolidWorks. Acceptanceof the license agreement is stored in the user profile.

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    After accepting the license agreement the user is presented with the default customization

    dialog. The purpose of this dialog is to set some default options within SolidWorks suchas menus and toolbars. The options selected will be stored in the user profile.

    Document templates

    1) Once SolidWorks is running the user will try to create a new document. For anew user the first time a new document is selected the following error will appear:

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    SolidWorks 2006 Dialog

    Dialog from earlier versions of SolidWorks

    The trigger for this problem occurring is the creation of the default template files. As

    there are a number of options selected at installation time which affect the required

    settings in the document templates, these options are created based on the current usersettings the first time SolidWorks is run. These files will be placed in the directory:

    {SolidWorks Installation Directory}\data\templates.

    The user will be prompted to select a directory where they have read/write access tostore the document templates:

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    Selecting a valid directory will also set the user options.

    The solution to this problem is:

    1) Pre-create the template files. A user with Write access to the directory simplyruns SolidWorks and creates new parts assembly and drawing. After exiting, the

    files will be available with read access to the other users

    2) Copy the files from an existing installation to the directory3) Change the directory where the template files are kept.In a commercial system it is normal for option 3 to be used as many designers should

    work to the same company standards. A new directory can be set in the followingoption dialog:

    {Document templates}

    Setting this option generates registry Key:HKEY_CURRENT_USER\Software\SolidWorks\SolidWorks nnnn\Ext

    references\Document template folders.

    It is possible to change the default setting for all new users of SolidWorks by

    changing the registry key:

    HKEY_LOCAL_MACHINE\Software\SolidWorks\SolidWorks nnnn\Extreferences\Document template folders.

    If students are expected to follow the online tutorial the default reference to the

    tutorial templates needs to be retained when editing the registry key.

    Templates will be automatically created where they do not exist in the directory

    specified as:

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    HKEY_LOCAL_MACHINE\SOFTWARE\SolidWorks\SolidWorks nnnn\Document

    Templates\Document Template Folders

    The entry here needs to match the entry in the External references above.

    Hole Wizard

    With the user locked down to Read-only in the SolidWorks installation directory,

    when the user first tries to use the hole wizard the following errors occur:

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    Followed by an option to browse:

    Typically if the user does not choose a directory to which they have write access at

    that stage the following messages will appear:

    What is happening here is that SolidWorks needs to create a database Default.mdb.

    This database is used to store the favourites information that forms part of the hole

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    wizard functionality. The user can be redirected to a different location to the default

    by setting the registry key:

    HKEY_CURRENT_USER\Software\SolidWorks\SolidWorks nnnn \General\User

    Data Path

    By choosing to set the HKEY_LOCAL_MACHINE equivalent entry all new users

    can be directed to a pre-selected path.

    Toolbox

    The Toolbox database consists of both a database and a set of model files. Within acommercial organization all users would be expected to store their information in a

    central location. Each user would record through their use of Toolbox the use of a

    new fastener when needed. The record consists of adding an entry in the database file

    and creation of either a separate part or a configuration of a part within the library offiles. Once created the new parts / configurations would be available to all users

    without needing SolidWorks Toolbox added in. This is particularly needed when

    opening assemblies.

    If a user tries to access the Toolbox add-in the following messages will be seen:

    Followed by a prompt to reference another directory:

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    Changing the selection of this directory will not be recorded in the registry hence theonly way to overcome the problems is to set the following directory for users to have

    write access:

    {SolidWorks Toolbox or common files installation directory}\partlibs

    This directory is used to create temporary copies of Toolbox parts

    The second element of the install is that the Toolbox add-in will try to create a

    database:Tb_default.mdb. This file is used to store the Toolbox favourites information. The

    file is stored in directory:{SolidWorks installation directory}\toolbox\data\

    Users will need write access to this directory to use Toolbox. It is not possible at this

    time to redirect the installation. If write access is not given to this directory thefollowing errors will appear:

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    When using SolidWorks in a restricted environment such as schools, the following

    are suggested options that should be established for users of the system:

    To set these automatically for an individual user see the registry file. Use thefollowing registry file entries:

    [HKEY_CURRENT_USER\Software\SolidWorks\Applications\SolidWorks ToolboxBrowser]

    "BitmapDir"="C:\\SolidWorks\\Toolbox"

    "CopyFileType"="1"

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    "CopyFileDirectory"="C:\\SolidWorks\\Toolbox"

    "InsertDocumentReadOnly"="1""ExcludeCopiedReadOnly"="0"

    "ReadOnlyFlagDocuments"="1"

    These settings do not inherit from their equivalents in HKEY_LOCAL_MACHINE.They need to be created before a user first starts SolidWorks, normally as part of the

    installation process.

    The main database of Toolbox information is stored in the following location:

    {SolidWorks Toolbox or common files installation

    directory}\lang\English\Swbrowser.mdbUsers need write access to the directory

    {SolidWorks Toolbox or common files installation directory}\lang\English\

    as temporary files are created automatically when accessing this database. If concernexists, the Toolbox files may be installed in a user specified directory as part of the

    regular installation process.

    In addition to the standard Toolbox parts, SolidWorks generates additional tables forstandard features such as: grooves, structural steels and bearings. To support the

    creation of these files the following directory needs to be made read and write access:

    {SolidWorks installation directory}\Toolbox\lang\{English}.

    If this is not done the following error messages appear:

    Import and export

    During the import of files SolidWorks needs to create new SolidWorks documents. If

    the advice followed in the document templates section above, the following options

    can be generated automatically.

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    Errors will occur if the specified part documents are not available.

    PhotoWorks

    When running the add-in PhotoWorks, the program expects to find a directory where

    custom materials can be written. By default this can be set to a different directory in

    the registry key:

    HKEY_CURRENT_USER\Software\SolidWorks\Applications\PhotoWorks2\PhotoWorks2.1.42.1\Options\default_custom_folder

    Setting this key in a local machine does not inherit into current user and hence everynew user will be prompted to select a folder in the dialog.

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    An alternative is to allow write access in the following directory. {SolidWorks

    installation directory}\data\Photoworks\custom. As these directories are createdwhen needed, it is required to set {SolidWorks installation directory}\data to read and

    write access

    LIST ACCESS PhotoWorks

    If list access is not provided through the SolidWorks installation directory structure

    then the following error occurs when accessing the lighting scheme for a scene:

    After the error is dismissed the user is prompted to browse to an alternative directory:

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    The suggestion is that the contents of the folder

    {SolidWorks Installation directory}\photoworks\data

    be set to a folder that can be browsed to. Students will need to be given separateinstruction on accessing the lighting controls.

    Tutorial

    The on-line tutorial included with SolidWorks is stored and accessed from the

    installation directory. If reduced access to the directory structure is required, copy the

    contents of the directory, {SolidWorks installation directory}\samples\tutorial to afolder that can be browsed to. As the on-line tutorial includes links to files in the

    installed directory, do not delete these files but use a duplicate set of files.

    Software OpenGL

    SolidWorks makes use of the OpenGL graphics accelerator system. In some cases

    SolidWorks will be used on machines where the graphics card is unsuitable for use with

    hardware acceleration. Under these circumstances the following message box may

    appear when using SolidWorks:

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    This message box can be suppressed by setting the registry key:

    HKEY_LOCAL_MACHINE\Software\SolidWorks\Solidworks nnn\general\SoftwareOGL alarm

    Set this to 0 rather than 1

    Custom file properties

    The custom file property dialog is accessed through:. This function controls allows user to add their

    own property headings for the file properties dialog.

    The location of the file is controlled by the option:

    The default location is:{SolidWorks installation directory}\lang\{Regional settings language}\

    The file is properties.txt

    In order to add new properties the user needs write access to the properties.txt file. No

    warnings are raised if write access is not available.

    COSMOSWorks Express

    Meshing will fail if the user does not have write access to the directory where the fileshave been opened from. For training it is recommended that the example files be copied

    to the user working directory

    MoldflowXpress

    No errors reported running an analysis based on the files in the samples directory by a

    user with User permissions only.

    SolidWorks Office Premium

    eDrawings

    No changes needed

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    DWGEditor

    No changes needed

    COSMOS Works and COSMOS Motion

    During calculation phases with these programs temporary files are created in, by default,

    the directory from where the files are opened. It is recommended that tutorial and otherSolidWorks files be placed in a directory where the user had sufficient permissions to

    create new files. For school students this would commonly be the users Working files

    directory.

    If files are opened from a directory where the user does not have write permissions then

    commonly the user will receive a waning on open that the file can only be opened read-

    only. This would be insufficient to store edits. If the user cannot generate the requiredtemporary files a message Unable to open temporary files will be generated. If the files

    already exist but cannot be opened with read and write access the warning Access tounnamed file was denied

    PDMWorks and SolidWorks Explorer

    No action necessary to use this product, users are advised to plan the use of PDMWorksfrom which appropriate client settings are expected to be generated

    Version specific changes

    The original version of this document was prepared for SolidWorks version 11.0.

    (SolidWorks 2003 or SolidWorks 2003-2004 Educational version). Changes in the

    installation at different versions are discussed below.

    Version 11

    Windows XP SP2

    Users accessing PhotoWorks may raise message about TCP-IP ports. PhotoWorks uses

    an internal access to these ports only when in use. External access to these ports may be

    blocked.This is a version 11 issue only

    Version 12

    Performance log

    At version 13 SP4.0 onwards the Performance log will be stored in the user profile by

    default this is

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    {Documents and settings}\{User Name}\Application data\Solidworks This is a default

    hidden directory.The Performance log is created irrespective of the enable performance email settings.

    Version 13

    Journal file

    Unless otherwise specified the Journal file will be created in the user profile directory:

    {Documents and settings}\{User Name}\Application data\Solidworks This is a defaulthidden directory.

    SolidWorks RX

    SolidWorks RX uses the following directories

    {Documents and settings}\{User Name}\Application data\Solidworks This is a default

    hidden directory.{Documents and settings}\{User Name}\SW Log Files This is a default hiddendirectory.

    PhotoWorks

    PhotoWorks no longer communicates through the TCP-IP Port protocol

    SolidWorks RX capture of Application and System event files

    In order to save an event file a user needs the privilege to backup files and directories.The policy can be found in the Group Policy object editor: {Back up files and directories}. Add the groups or users who have

    permissions to undertake this role to the local machine or organizational unit policy.

    Administrators are strongly advised to ensure that this relaxation in the security policy

    will not compromise their domain security

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    Version 15

    The document has been extended to include COSMOS Express, MoldflowXpress andother SolidWorks Office Premium components.