setting standards tips tricks

8/14/2019 Setting Standards Tips Tricks

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SETTING DRAFTING STANDARDS AND LOCKING USER SETTINGS

In our last article you saw how to create a Customized Environment. Thisarticle is in addition to that and this explains how to Set Standards of theDrafting workbench and how to lock the User Settings.

After adopting CATIA as their technological solution and building the design or R

& D on around CATIA, companies tend to standardize everything. For examplethey want to standardize the way the GUI appears, the standards used in drafting,color of entities, fonts and so on. This needs an initial brainstorming in creatingstandards specific to their company and then customizing CATIA according tothose standards.

This article aims at educating those who are ready to define their own workingmethodologies & standards for CATIA.

Create a folder in the name of say EDS on say desktop. Refer Fig A01

Fig A01 Creating a folder on Desktop

Inside EDS folder create two more folders in the name of say CATCollectionStandards

& CATreferenceSettingPath. Refer Fig A02


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Fig A02 Creating required folders

Click on CATReferenceSettingPath folder it will show the complete path in the

Address bar, refer Fig A03

Fig A03 Going inside CATReferenceSettingpath folder

Copy the complete path using the contextual menu. Fig A04


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Fig A04 Copying path from the address bar

Go to Start > Programs > CATIA > Tools > Environment Editor V5R16. Fig A05

Fig A05 Invoking the Environment Editor dialog box

The Environment Editor dialog box is now invoked. Environment Editor Message

will display a message click on OK button to proceed further. Refer Fig A06.


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Fig A06 Environment Editor Message

Again you will get Environment Editor Message click on Yes to confirm that you want

to modify the environment. Refer Fig A07

Fig A07 Environment Editor Message


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Make sure that CATIA.V5R16.B16 is selected from the Name list of the Environment

Editor dialog box. We have recently created two folders and you can see that there are

two variables highlighted in red in the Environment Editor Dialog box with the same

name. We need to give the Value of these variables equivalent to those folders. Imassuming that the Path that you copied earlier is still copied, as we will need it in our

coming steps. Refer Fig A08

Fig A08 Selecting CATIA.V5R16.B16 environment

Right click on the CATCollectionStandard variable from the Name area of the

Environment Editor dialog box to invoke the shortcut menu. Choose the Edit Variable

option from the shortcut menu thus invoked. Refer Fig A 09

Fig A 09 Editing the variable


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The Edit Variable dialog box is now invoked. Paste the path that you have copiedpreviously in the Value Edit box of the Variable Editor dialog box. Refer Fig A 10.

Choose the OK button from the Variable Editor dialog box to confirm the new value of

the variable.

Fig A 10 Assigning value to the CATCollectionStandard variable

Follow the same step and give the path ofCATReferenceSettingpath variable also.

Refer Fig A 11

Fig A 11 Assigning value to the CATReferenceSettingpath variable


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Choose the Close button available on the top right corner of the Environment Editordialog box. You will be prompted that environment has been modified and do you wantto change these modifications. Choose the Yes button to confirm the changes made.

Refer Fig A 12

Fig A 12 Confirming the changes

Next go to the following path C:\Program Files\Dassault Systemes\B16\intel_a\code\bin

and copy the path. Refer Fig A 13

Fig A 13 Browsing the bin folder


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Open the command prompt window and change the present working directory to bin. Todo so type cd C:\Program Files\Dassault Systemes\B16\intel_a\code\bin at the

command prompt and press Enter from the keyboard. Refer Fig A 14.

Fig A 14 Changing present working directory to bin

Type cnext admin at the command prompt and press Enter from the keyboard. ReferFig A 15

Fig A 15 Starting CATIA in Administration Mode

Note: Please not that if you have only CATIA V5 R16 installed on your system then youcan only type cnext admin at the Run dialog box. To invoke the Run dialog box select

Start > Run.

Above 3 steps are required only if you have multiple environments on your system and

you want to set the standards for any specific environment.


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Now you can see that CATIA has opened. The Adminstration Mode dialog box

confirms that you are running CATIA in administration mode. Choose the OK button to

continue. Refer Fig A 16

Fig A 16 The Administration Mode dialog box

The License Manager error dialog box is now invoked. For the first time you will be

prompted to select the suitable license. Choose the OK button for now. Refer Fig A 17

Fig A 17 The License Manager error dialog box


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The License Manager dialog box is now invoked. Choose the available license from thesame by checking the check box available. Refer Fig A 18

Fig A 18 Selecting license from the License Manager dialog box

License Warning dialog box is now invoked prompting to Restart the session to take

the settings into account. Choose the OK button in the License Warning dialog box

and then License Manager Dialog box. Close the current CATIA session and startCATIA again. Refer Fig A 19

Fig A 19 The License Warning dialog box


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As the new session is launched the Administration Mode dialog box gives the message

that you are Running Administration Mode. Choose the OK button to proceed further.

Fig A 20

Fig A 20 The Administration Mode dialog box

Next step is to lock the user settings. To do so, go to Tools > Options. Refer Fig A 21

Fig A 21 Invoking the Options dialog box


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The Options dialog box is now invoked. Take a look at the various options, a Green

Lock is appearing on the left of every option. This Administrative lock is used to lock

the settings. Refer Fig A 22

Fig A 22 The Options dialog box

Using the Administrative locks you can lock the settings as desired. Refer Fig A23. In

the General Tab of the Options dialog box select the No automatic backup option from

the Data Save area and click on the green Administrative lock once it will change tobrown color. Likewise change the user interface style to P2 and lock the setting. Go on

locking the settings as per requirement and once you are done click on the OK button to

confirm the changes made.

Fig A 23 Locking the settings


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Next step is to set the Drafting Standards. To do so, go to Tools > Standards. Fig A24

Fig A 24 Invoking the Standard Definition dialog box

The Standard Definition dialog box is now invoked. Refer Fig A 25

Fig A 25 The Standard Definition dialog box


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Select the Drafting option from the Category drop down menu of the Standard

definition dialog box. Refer Fig A 26

Fig A 26 selecting the Drafting option

As we know that there are some predefined standards (e.g. ANSI, ISOetc) in CATIA.

To set our own standard you need to select a Reference Standard and then modify from

that Reference Standard. In our case we are selecting the ISO.xml. To do so, select the

ISO.xml option from the File drop down menu. Refer Fig A27

Fig A 27 Selecting the Reference Standard


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The various Standards Settings are now displayed on the left hand side of the Standard

Definition dialog box. Fig A 28

Fig A 28 The various Standards Settings

From the left hand side select the Thread standard. On the right hand side it will show

you the default thread representation. You can now change the same to Circle. Likewisego on changing the standards for other parameters also like Text, Annotations,

Dimensions etc.. Refer Fig A 29

Fig A 29 Modifying the Standards


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Click on the Save As New option form the Standard Definition dialog box to save your

standards in new XML file. Give the name of the file, as for now we are giving it as EDS.

Refer Fig A 30

Fig A 30 Saving the standards in a new XML file

Copy the EDS.xml standard file from the location where it was saved and paste it to the

following location:

C:\Program Files\Dassault Systemes\B16\intel_a\resources\standard\drafting

Refer Fig A 31.

Fig A 31 Pasting the EDS.xml standard file to the Drafting folder


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Close the current CATIA session. Now launch a new CATIA session normally i.e. bydouble clicking on the CATIA icon on the desktop. Open the file for which you want to

generate the drafting and select Start > Mechanical Design > Drafting. Refer Fig A 32

Fig A 32 Getting into Drafting workbench

The New Drawing Creation dialog box is now invoked. To select the standard that youhave just created click on the modify button. Fig A 33

Fig A 33 The New Drawing Creation dialog box


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The New Drawing dialog box is now invoked. Select the EDS option form the Standarddrop down menu. And choose the OK button. Refer Fig A34

Fig A34 The New Drawing dialog box

You can now see that the Standard with which you will create the drafting is EDS (i.e the

one which we created just now). Refer Fig A 35

Fig A 35 Getting into drafting sheet with Cutomized Standards

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