Solid Edge ST4 Event: Session 221 Customizing the Solid Edge User Interface by Jeff Walker
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Solid Edge ST4 Event: Session 221 Customizing the Solid Edge User Interface by Jeff Walker

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Attendees will learn how the enhancements to ST4 will allow them to customize their Solid Edge user interface to be more productive for their working environment. All areas of customization will be ...

Attendees will learn how the enhancements to ST4 will allow them to customize their Solid Edge user interface to be more productive for their working environment. All areas of customization will be discussed including Keyboard, Command Ribbon, Quick Access Toolbar, and Radial Menu customization. The presentation will also discuss effective methods for building and sharing customization themes with other users throughout your organization.

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    Solid Edge ST4 Event: Session 221 Customizing the Solid Edge User Interface by Jeff Walker Solid Edge ST4 Event: Session 221 Customizing the Solid Edge User Interface by Jeff Walker Presentation Transcript

    • Customizing Your User InterfaceJeff Walker © Siemens AG 2011. All Rights Reserved.
    • Jeff Walker Solid Edge Product Design Manager  Background:  BSME, Auburn University  23 Years Software Design Experience  Member of the Solid Edge Product Design Team pre-V1  Managed Solid Edge Product Design Team since V9  Areas of Expertise:  Solid Edge ModelingSolid Edge. Design better. © Siemens AG 2011. All Rights Reserved.Page 2 Siemens PLM Software
    • Solid Edge User Interface You’ve Come A Long Way Baby…  Today we’ll cover…  Overall Layout – Smart Step Ribbon, Pathfinder, etc.  Customizing the Experience – Menus, Shortcuts, etc.  Graphic Manipulation Goodies from ST4Solid Edge. Design better. © Siemens AG 2011. All Rights Reserved.Page 3 Siemens PLM Software
    • Back, by Popular Demand: Horizontal “Smart Step” Similar to the Smart Step Ribbon Bar – but more flexible  Called “Command Bar” technically  May float or be „magnetically stuck‟ to the window boundary or to the side of PathFinder  May float anywhere – inside or outside the application frame  Frees up vertical space for PathFinderSolid Edge. Design better. © Siemens AG 2011. All Rights Reserved.Page 4 Siemens PLM Software
    • PathFinder Transparency and Text Options PathFinder is now transparent (Win 7 and Vista)  Options for “backed” text or “outlined” text To turn off transparency, go to Solid Edge Options…Helpers, check “Show PathFinder in the document view” (happens automatically in XP)OR Tip: Double Click the Ctrl + Double Click the Gray Bar top node in PathFinder to collapse the treeSolid Edge. Design better. © Siemens AG 2011. All Rights Reserved.Page 5 Siemens PLM Software
    • PathFinder What’s Your Favorite Location/Size?  PathFinder can float anywhere, even outside the application  PathFinder can be magnetized right or left  Default is magnetized left with Command Bar to its right  It will auto-slide down if Smart Step is dragged above it  Double click the top gray bar  to cycle through:  snap to the right  snap to the left  return to the last floating location  Stretch top gray bar to widen PFSolid Edge. Design better. © Siemens AG 2011. All Rights Reserved.Page 6 Siemens PLM Software
    • Live Rules Move to “In Window” by Default Live Rules have moved from the Command Bar to the graphics screen. This provides easy access to the Live Rules and was necessary for the horizontal format Command Bar. There are four main colors to understand:  White: Rule turned OFF When no active move/edit or  Orange: Rule turned ON not found during move/edit  Red: Rule found but ignored since user turned rule off When moving/editing  Green: Rule found and enforcedSolid Edge. Design better. © Siemens AG 2011. All Rights Reserved.Page 7 Siemens PLM Software
    • Live Rules What’s Your Favorite Location?  Users can control where they would like Live Rules to be displayed: on screen or in a floating panel  In Solid Edge Options…Helpers tab, user can choose:  Show Live Rules in the document view (On Screen)  Show as a floating panel  With the floating panel option, Live Rules panel can reside outside of the Sold Edge application window (second monitor)  There is a sub-option with the floating panel  Make Live Rules panel verticalSolid Edge. Design better. © Siemens AG 2011. All Rights Reserved.Page 8 Siemens PLM Software
    • Pathfinder Synchronous, Ordered, and Editing  Ordered features now display an edit handle when selected from PathFinder or in the graphics window that provides quick access to:  Synchronous Ordered Edit Feature Edit Feature Edit FeatureSolid Edge. Design better. © Siemens AG 2011. All Rights Reserved.Page 9 Siemens PLM Software
    • Switch Windows Heavily Used Command Gets Face-lift Switch Windows command – now on Home Tab Shows graphic preview (sweet!) Well-known fact – ALT+Tab switches between applications Little-known fact – CTRL+Tab switches between Windows Solid Edge. Design better. © Siemens AG 2011. All Rights Reserved. Page 10 Siemens PLM Software
    • Radial Menu A Massive Productivity Boost 16 of your most commonly used commands at your finger tips  Completely customizable (per environment)  External XML File for easy portability RMB drag to invoke  Supports gestures for inner ring  Pause to get both rings Carries-over from release to releaseSolid Edge. Design better. © Siemens AG 2011. All Rights Reserved.Page 11 Siemens PLM Software
    • Radial Menu Spend Time to Get the Hang of it… RMB click still brings up Shortcut menu as it used to Interaction pattern is different to get Radial menu  Click RMB, but HOLD IT DOWN  After a slight pause the Radial menu will display  Continuing to hold the mouse button down…  Slide over the command you desire  (it will highlight)  Release the mouse button  Command starts Solid Edge. Design better. © Siemens AG 2011. All Rights Reserved. Page 12 Siemens PLM Software
    • Radial Menu Expert Mode – Using Gestures  OK, so you‟ve got the hang of the Radial menu?  Time for GESTURES!  Gestures apply only to the inner ring  A quick move and release to any of the 8 directions invokes the command on the inner circle  Do the following very quickly…  Click and hold the RMB, move in one of the 8 directions and then release the mouse button. Do this all in under .4 second (adjustable) and you‟ll get the appropriate “inner ring” command  Radial menu is NOT displayed  A confirmation of the command invoked is flashedSolid Edge. Design better. © Siemens AG 2011. All Rights Reserved.Page 13 Siemens PLM Software
    • Radial Menu Customizing Gestures The Options button is provided to give the user quick access to the Solid Edge Options…Helpers tab. In the Solid Edge Options…Helpers tab, you will find two options the user can control:  Minimum drag distance (pixels)  Show radial menu after (msecs) This means “I must move my mouse at least 50 pixels and release the button in less than 250 milliseconds for a gesture to occur”. Tip  Set timer low and distance high if you don‟t want gestures  Set timer high enough (.4 to .6 sec?) to allow gesture to occur  Set distance large enough to avoid unintentional gesture with RMB Solid Edge. Design better. © Siemens AG 2011. All Rights Reserved. Page 14 Siemens PLM Software
    • Customization A Progression, Completed in ST4 All Customizations support Themes  Keyboard ST3 ST2  Ribbon  Quick Access toolbar ST4  Radial menu Stored as XML Files  NOT in registry  Portable  Carries-over release to releaseSolid Edge. Design better. © Siemens AG 2011. All Rights Reserved.Page 15 Siemens PLM Software
    • Customization Customizing the Command Ribbon To start the customization process, Use the Customize menu from the QAT. On the Ribbon Tab, select the Solid Edge Environment you want to customize You can customize all environments at one time or you may prefer to do them as you go… Solid Edge. Design better. © Siemens AG 2011. All Rights Reserved. Page 16 Siemens PLM Software
    • Ribbon Customization Adding/Deleting Tabs and Groups Tab Separator Group Add a new tab by selecting the “New Tab” button Add a new group within a Tab by selecting “New Group” Rename any group or tab Use “Separator” within a group to organize like things The “Move Up/Move Down” buttons allow users to move tabs, groups, and commands up/down the list – changing the order of the tabs or groups Solid Edge. Design better. © Siemens AG 2011. All Rights Reserved. Page 17 Siemens PLM Software
    • Ribbon Customization Release to Release Differences  When moving to a new version of Solid Edge, the commands highlighted in orange are new for the version and need to be considered for adding to custom themesSolid Edge. Design better. © Siemens AG 2011. All Rights Reserved.Page 18 Siemens PLM Software
    • Keyboard Customization Complete Revitalization  Keyboard customization has been completely redesigned in ST4.  Modifiers not required  Usage can be unique per environment OR set across all applications  Theme Support  Carried-over from release to release. Tip: Use Choose commands from option „All Keyboard Assignments‟ AND Print to create a quick-reference guide!Solid Edge. Design better. © Siemens AG 2011. All Rights Reserved.Page 19 Siemens PLM Software
    • Radial Menu Customization LMB this little arrow or RMB on the ribbon and choose On the Radial menu tab, you can select the Solid Edge environment you want to customize. Customizing the menu is done with the drag/drop method. Just drop in the wedge you want it in. Drag commands from one wedge to another; if the wedge is occupied, then the two commands swap. Solid Edge. Design better. © Siemens AG 2011. All Rights Reserved. Page 20 Siemens PLM Software
    • Radial Menu Access Commands from Many Sources To find more commands, use the “Choose commands from:” drop-list Here you will find the following:  All Commands  All Tabs (Command Ribbon)  Commands Not in the Ribbon*  Custom Tabs and Groups  Macros  System Menu *for example, commands that are found on the RMB shortcut menu… Solid Edge. Design better. © Siemens AG 2011. All Rights Reserved. Page 21 Siemens PLM Software
    • Themes Saving Multiple Customized Variation Themes Can be use to save completely new and different variations of your customized UI When edits are made to the customization, you will be prompted to define the theme Themes drop-list contains all the names of all the customizations Use “Save As” to save changes to a new Theme Apply Themes using QAT Customize menuSolid Edge. Design better. © Siemens AG 2011. All Rights Reserved.Page 22 Siemens PLM Software
    • Customization Protability Keyboard, command ribbon, radial menu, and quick access toolbar customizations are all stored in XML format on a per user basis Vista/Win 7: C:Users”username”AppDataRoamingUnigraphics SolutionsSolid EdgeVersion XXXCustomizationxxxxx Win XP: C:Documents and Settings”username”Application DataUnigraphics SolutionsSolid EdgeVersion XXXCustomizationxxxxx  XML file can be shared between users/computers  Granular management:  Each Theme is in a different folder  Each type (keyboard, ribon, QAT, radial Menu) are in separate files  XML carries forward from one SE version to another (ST3 to ST4, ST4 to ST5, etc.)Solid Edge. Design better. © Siemens AG 2011. All Rights Reserved.Page 23 Siemens PLM Software
    • Demonstration ST4 Interface – New Levels of ProductivitySolid Edge. Design better. © Siemens AG 2011. All Rights Reserved.Page 24 Siemens PLM Software
    • Maximizing Screen Real Estate Go without your most precious asset… •Your Ribbon Bar menu! and •Your Prompt Bar also!Solid Edge. Design better. © Siemens AG 2011. All Rights Reserved.Page 25 Siemens PLM Software
    • Maximizing Screen Real Estate Giving it a try… Why? • Not just for massive screen real estate… • It help train you to use your Radial menu & Keyboard shortcuts • If you are missing a command on the Radial menu, add it • Keep doing it; tough it out without your Ribbon Bar menu. How?  Use Transparent PathFinder  Minimize the ribbon  Kill the prompt bar  Prompts redirect to status bar  Customize as needSolid Edge. Design better. © Siemens AG 2011. All Rights Reserved.Page 26 Siemens PLM Software
    • What About All That Ribbon Bar Stuff You Just Taught Me? • Many people still want the comfort of the Command ribbon. • Or use more than the 16 commands very often • It‟s OK if you want to turn it back on – I won‟t tell! • But just don‟t do it right away – work with Radial menu and collapsed Command bars for at least a solid week. • You will be glad you did, because the Radial menu will become second nature and save you a boatload of time!Solid Edge. Design better. © Siemens AG 2011. All Rights Reserved.Page 27 Siemens PLM Software
    • Middle Mouse Button Rotate User defined focus… You can now define the center of MMB Rotate • Instead of click/hold on the Middle Mouse Button… • Just click (no hold) the MMB • This invokes a command that allows you to select the center of rotation • Select Point, Edge, Circle Center • Rotate about Point or Axis • Cursor Indication During Rotate Double Click MMB – Fits ViewSolid Edge. Design better. © Siemens AG 2011. All Rights Reserved.Page 28 Siemens PLM Software
    • Scroll Wheel Zooming Works as expected… Full-time mouse wheel scroll!  In graphic area, wheel zooms no matter what command you are in.  Can perform other tasks based on cursor position. If the cursor is positioned: MMB scroll will: Within the graphic area Zoom in/out the model Within the PathFinder Scroll the PathFinder Within a docking pane Scroll the docking pane And so on… If a command takes value input (e.g. Edit Dim, Round, Hole, Pattern, …)  To change the value, use CTRL key along with mouse wheel scroll  If you do a lot of dim value scrolling, holding CTRL will take some getting used toSolid Edge. Design better. © Siemens AG 2011. All Rights Reserved.Page 29 Siemens PLM Software
    • Solid Edge User Interface Complete customizable…  Horizontal Command Bar  Transparent Pathfinder  Fully customizable UI  Keyboard  Ribbon  QAT  Radial Menu  Survives release to release  Portable; Theme based  Scroll Wheel Improvements  MMB Rotate  MMB ScrollSolid Edge. Design better. © Siemens AG 2011. All Rights Reserved.Page 30 Siemens PLM Software
    • Q&ASolid Edge. Design better. © Siemens AG 2011. All Rights Reserved.Page 31 Siemens PLM Software