SOLIDWORKS Sell
Dassault Systèmes Confidential Information ref.: 3DS Document 2019SOLIDWORKS SellHelp DocumentationVersion 2.0 - 9/4/2019
Table of ContentsAbout This Document. 5SOLIDWORKS SELL Publisher . 6Step by Step: Activation and Set Up . 7Publishing a Template. 8Templates Section . 8Creating a New Template . 9Changing the Name of a Template. 9Deleting a New Template . 9Options Section . 9Use Cases .10Hide Geometry After Publish .10Merge into Single Part .10Group by Material .10Other Options .11Groups Section.11Groups vs. Parts .12Renaming and Deleting a Group .12Adding Variations .13Resolution Section.13Connection to Server .14Step by Step: Publishing Geometry to SOLIDWORKS Sell .14SOLIDWORKS Sell Online Portal .15Dashboard .16Template Tile.17Project Editor .18Parts Tab.19Attachment Points .20Adding and Removing Attachment Points.20Moving Attachment points .20More Functions and Video Tutorial .21Properties .212 Dassault Systèmes Confidential Information ref.: 3DS Document 2019Create Assembly in Sell .10
Adding Properties .21SKU’s .21Orientation Correction .22Groups Tab .23Group Type .23Materials .24Adding Materials to a Group .24Deleting a Material from a Group .25Group Options .25UV Coordinates.26Assembly Tab.27Automatically Creating and Clearing Assemblies .28Points.29Removing a Group from an Assembly .29Links .29Options .30Creating Options .30How Options Work .31Options vs. Links .32Views .32Adding and Removing Custom Views .32Presentation Tab .33Summary Tab .33Renders Tab.34Libraries .36Materials Library .37Creating a new Material .38Material Settings .38Layouts Library .41Creating a New Layout.42Layout Configurations .42Layout Components .423 Dassault Systèmes Confidential Information ref.: 3DS Document 2019Step by Step: Manually Creating an Assembly .29
Common Style Properties .45Assigning a Layout to a Template .46Environments Library.46Creating a New Environment .47Environment Settings .48Scene .48Scene Shading .48Shadows and Reflections .49Constraints .50Assigning an Environment to a Layout .51Demos and Tutorials .52Speaker – With Video Tutorials .53Publishing Models .53Creating the Groups .53Building the Configurator.55Materials.56The Assembly.57Creating High Quality Renders .57Desk – Taking it a Step Further .57Publishing Initial Models.57Adding in Configurations .58Building the Configurator.59Attachment points.59Options and Links.60Final Touches .60Adding Materials.60Orientation Correction .61Glossary.624 Dassault Systèmes Confidential Information ref.: 3DS Document 2019Coffee Maker – A Simple Configurator .53
About This DocumentThis document was made to provide descriptions and step by step instructions to helpusers navigate all aspects of SOLIDWORKS Sell. Accompanying this help documentation areseries of YouTube videos that can be found under Documentation Tutorials within theSOLIDWORKS Sell Dashboard, or under the tutorials playlist on the SOLIDWORKS SellYouTube page. At the end of this document, there are demos that are to help users create theirfirst templates and learn how to edit them to cater it to their needs.Here is a link to the forum page for SOIDWORKS Sell.This documentation is in line with the 2.12.2 version of SOLIDWORKS Sell and version 4.0 ofthe Publisher5 Dassault Systèmes Confidential Information ref.: 3DS Document 2019Here is a link to our YouTube page.
Dassault Systèmes Confidential Information ref.: 3DS Document 2019SOLIDWORKS SELL Publisher6
Follow the links provided in the invitation email, and fill out your SOLIDOWORKS Sellcredentials in the space provided Click LoginGo to the right of the screen and download the Publisher Add-in for SOLIDWORKS bygoing to Tools Publisher, and clicking the blue download buttonClose any active SOLIDWORKS windows and run the installerWhen the popup appears, enter the URL that will be used to connect to SOLIDWORKSSell 7Now, when SOLIDWORKS runs, the SOLIDWORKS Sell add-in will be activated bydefault in the command managero If it is missing, right click the tabs and check SOLIDWORKS Sell from the menu Dassault Systèmes Confidential Information ref.: 3DS Document 2019Step by Step: Activation and Set Up
Click the ‘Publish’ button in the command manager to activate the publish toolInput the correct domain and login credentials used to connect to SOLIDWORKS Sell.o This popup will appear when first activating the Publisher and every time after theuser has disconnected the Publisher from the server being used Dassault Systèmes Confidential Information ref.: 3DS Document 2019 Publishing a TemplateTemplates Section123458567
Creating a New TemplateClicking the ‘New Template’ button will create a blank template to edit. When a newtemplate is created, an image is captured of the graphics area and is set as the tile image. Thiscan be later changed within the SOLIDWORKS Sell Dashboard and Project Editor.Changing the Name of a TemplateTo change the name of a template in the Publisher, left click thetemplate tile, and click. The name has a max of 25 characters and canonly include letters and numbers. Names cannot be changed from thepublisher once the template has been published.Deleting a New TemplateAfter a new template is created, right clicking the template tile and clickingwill deleteit. A template that has already been published will not be able to be deleted from the publisher.Canceling out of the SOLIDWORKS Sell Publisher with thein the Property Manager oron the upper right of the screen will delete any unsaved work done on a template. This includesnew groups made and new templates that have not been published.Options SectionThe choices within the Options section provide different ways to put a template together.Options settings are remembered after the SOLIDWORKS Sell Publisher is closed, so it isimportant to make sure the correct choices are selected.9 Dassault Systèmes Confidential Information ref.: 3DS Document 20191. Template Tile: The thumbnail and name that are assigned to the template2. Template Library: Hosts all of the templates created and published to the usersSOLIDWORKS Sell Dashboard3. New Template Button: Creates a new blank template to work with4. Filter by Tags: Filters the Template Library by tags. These can be assigned in the onlineProject Editor5. Sort: View the templates in a certain order. Options include to sort by: Name A-Z, NameZ-A, Date: Newer, Date: Older.6. Search: Search for a template directly by typing its name7. Change Template Tile Size: Allows user to change the size of the tiles from large,medium, and small, as well as the ability to hide template names
Hide Geometry After PublishThis setting is useful for large or complicated assemblies. With this option selected, thegeometries that were just published become hidden in the SOLIDWORKS graphics area. This isa good way to make sure that all desired components have been published to the templatewithout closing the SOLIDWORKS window. Hidden objects will reappear after theSOLIDWORKS file has been reopened.Create Assembly in SellSelecting this option will remove the need to manually put together assemblies inSOLIDWORKS Sell Project Editor. This will only connect the geometries into a basic assemblybased the component World Coordinate System (WCS) locations. Other settings like links willneed to be edited later. Every group added to the template after the initial publication will needto be added in manually.Merge into Single PartThis option will merge all of the selected geometries into a single part. This is extremelyuseful when there are several components that will share the same group settings such asmaterials. Rather than having all the geometries in separate groups, this option will combinethem into one, making the template easier to manage and edit. Once a set of geometries hasbeen merged, they cannot be taken apart or added on to. If more geometry needs to be addedor taken off, all parts need to be republished.Group by MaterialWith this option, it is important that all components in the model are assignedappropriate materials in SOLIDWORKS. The software will take this data and sort the geometriesinto groups based off the material on each piece of geometry. Then you simply select all thedesired components or box select the entire assembly, and click the green check to publish.The ‘New Group’ button will be deactivated because groups will be created automatically perthe materials. All the groups created will be named after their respective materials, which can beseen in the progress dialog while the template is being published as shown below.10 Dassault Systèmes Confidential Information ref.: 3DS Document 2019Use Cases
Other OptionsGroups SectionThe groups section is the hub of the SOLIDWORKS Sell Publisher. This is wheregeometries are selected to be put into groups. The images generated within items 1 and 2 areonly present after the template has been published. Before then, the images will be blank.2513411 Dassault Systèmes Confidential Information ref.: 3DS Document 2019Selecting the ‘Create individual parts’ will separate all the geometries selected intoindividual parts within the group assigned to them. This may be useful to collect all of thecomponents into the SOLIDWORKS Sell Project Editor for further editing. By selecting thisoption, the ‘Publish Configurations’ button will become available. This allows users to publishalternate geometries found in different SOLIDWORKS configurations of the assembly. It canonly work with the direct child in the assembly and will not work for subassemblies. The ‘Publishconfigurations’ option will not be available if ‘Merge into single part’ is already selected.
1. Groups in Template Box: Holds all of the groups created in the template2. Parts in Group Box: Holds all the parts assigned to the selected group3. Export to Group Box: All the publishable geometries available in the model. Serves asone way to select bodies to be put in a group4. New Group Button: Creates a blank group5. Change Part Tile Size: Allows user to change the size of the tiles from large, medium,and small, as well as the ability to hide part namesWithin this group, there are two alternative variations for the metal tray (dictated by thenumber 2 under the group name). Themark indicates the default part in that group. Havingtwo different parts in a group provides the end user with two alternatives they can configure theirproduct online. When one part in the group is selected, all other parts are hidden in the graphicsarea of SOLIDWORKS Sell. Including several parts within a group should be used foralternative geometries that will share the same material properties and other group settingssuch as a group name and a texture direction. For example, if certain components will need thesame wood material, but the wood grain is in a different direction, then different groups need tobe used. This use case can be seen in the Speaker Demo.Parts are the alternative geometries within groups. They can be made up of faces,surfaces, and solid bodies. With the help of the ‘Merge into Single Part’ option, manycomponents of a model can be merged into a single piece of geometry. Often, this is used whenthere are several geometries that are going to need the same material. Using this option willmake the configurator simpler and the end user experiences easier, because fewer groups willbe configurable. However, once these merged parts are published, the only way to add or takeaway a merged component is to republish the geometries.Renaming and Deleting a GroupTo either rename a group or delete the entire group, left click on thegroup tile. Clicking onwill activate the name text box. Similar to theTemplate Name, it has a limit to 25 characters (only numbers and letters).No group can have the same name, even if they have differentcapitalization. Clickingnext to the pencil will delete the group alltogether. Once a group has been published, users are not able to edit ordelete groups from the publisher. This can instead be done in the Project12 Dassault Systèmes Confidential Information ref.: 3DS Document 2019Groups vs. PartsGroups are used to hold parts that may have different geometry variations, acting as abasis for different configurations of the model. This can be seen though the ‘Metal Tray’ group.
Editor.Adding VariationsSOLIDWORKS model adjustments must be done before or after the Publisher commandbecause the command disables edits. Once the desired changes have been made to the model,click ‘Publish’ from the Command Manager to incrementally add the new variations to theirrespective groups, or make new groups if necessary. Adding incremental variations can beextremely useful when showing alternatives of the model. An example of this is seen in theDesk demo.The resolution section provides choices for fine-tuning the resolution of geometries in atemplate. When models are published, they are converted to meshes which are made frommass amounts of triangles. The resolution settings will change the size of these triangles,making the “edges” of a surface seem smoother. The default is set to ‘Coarse’, which is adecent quality for most geometry. If smoother surfaces are required, the other default settings‘Fine” is available, which marginally increases the resolution of the geometries. If the resolutionis not satisfactory, then there is third option to have a custom resolution. This can be changedby moving the slider up and down. However, the higher the resolution, the larger the geometryfile sizes will be, hence the slower the template and configurator will be to move around andload. Having high resolution may not be necessary for larger assemblies because the differencewould be small relative to the size of the model.Optimize Edge length is another way to increase the quality of the parts. However it mayincrease the processing time if the model is large or complicated.Minimal body size can be used to easily exclude small components in an assembly likefasteners. For example, when the template is published with a minimal body size of 20%, onlyparts that are larger than 20% of the size of the assembly are published. Everything smallerthan this percentage will remain unpublished and won’t be included in the template. With aminimum value of 0%, all selected geometries will be published. This can be used in conjunctionwith the ‘Group by Material’ option to quickly publish geometries.13 Dassault Systèmes Confidential Information ref.: 3DS Document 2019Resolution Section
The estimate size button can help the user examine the file size of the parts before thetemplate is published. To see the file size for a group, it must be selected and not yet published.Once the button is clicked, a pop up progress dialog similar to the following image will show.SOLIDWORKS Sell will stay logged in even after the SOLIDWORKS session has beenterminated. To log out of the Publisher, click the logout button under the Connection to Serversection. In order to use the Publisher again, the user must log back in to a target URL addressusing their credentials to gain access.Step by Step: Publishing Geometry to SOLIDWORKS Sell 14Create a new blank templateAs a default, make sure ‘Create Assembly in Sell’ and ‘Merge into single part’ are bothselected in the Option sectionWith a blank group selected, choose the components you wish to add to the groupo You can select components from the graphics area by clicking on them, boxselecting components in an area, or checking items through the ‘Export to Group’box in the Groups sectionCreate a new group by clicking the ‘New Group’ button and select the desired geometryRepeat this process until all desired geometries have been sorted into groupsOptional: Rename the GroupOptional: Choose the resolution for the templateClick the in the top of the property manager to publish the template, or simply rightmouse click in the graphics area and click the mark Dassault Systèmes Confidential Information ref.: 3DS Document 2019Connection to Server
Dassault Systèmes Confidential Information ref.: 3DS Document 2019SOLIDWORKS Sell Online Portal15
Dashboard145267891. Viewing Options: Different options for viewing the templates2. Tags: This dropdown menu will show all tags that have been made. Clicking anycombination of tags will show all templates associated with the respective tags3. Templates List: Holds all templates made within the tenant4. Account Information: Dropdown menu allows access to information about your profile,users, settings, and the log out button5. Libraries: Holds libraries and editors for all materials, layouts, and environments. Theseremain globally referenced by individual templates. Edits to the libraries will affect allspecific templates referencing them6. Tools: Holds information about orders, analytics, and a link to download the most recentpublisher for SOLIDWORKS Sell7. Documentation: Links can be found for video tutorials, and instructions about widget APIand Server API8. Forums: Provides links to recent forum posts9. Template Tile: Provides all basic information about a template. Clicking it will open theeditor for that template16 Dassault Systèmes Confidential Information ref.: 3DS Document 20193
Template Tile112521161034891. Template Tile Image: An image initially created when the template was published. Itcan be changed within the Project Editor or Template Properties2. Template Name: Name used to reference the template, can be edited within thetemplate properties and when the template it initially published3. Preview Button: Opens another browser page to preview the template if a layout hasbeen assigned4. Template Properties: Pulls up the properties page for the template as seen in thesecond image on the right5. Template Name Edit Box: Opens a dialog box used to change the name of thetemplate. Names must be less than 25 characters and can only include letters andnumbers6. Tags: Adds ability to “tag” the template so it can be easily sorted later. This can alsobe used to create tags7. Lock Template: Warns other users about making edits on the template. It disablescertain Assembly commands such as Clear or Create an Assembly, Swap a Group,Remove a Connection. However, it does not restrict other changes to a template8. Delete: Deletes the template. A popup will appear to confirm the deletion9. Back: Closes out of the properties page and the tile goes back to the first image onthe left10. Duplicate: Creates a copy of the template and adds “Copy” to the end of thetemplate’s name11. Add-ins: Opens more settings for the template, like enabling it for AugmentedReality12. Change Image Button: Allows user to change the tile image for the template17 Dassault Systèmes Confidential Information ref.: 3DS Document 20197
Project Editor87910234561. Tab Settings: Where all settings and options are located for each tab2. Toggle Hotspots: Shows or hides the attachment points3. Axis Helper: Adds in red (X), green (Y) and blue (Z) axis to the graphics area to helpidentify model orientations4. Export: Downloads a single obj file of the selected model5. Download Resources: downloads a zip file containing all of the parts as obj files and theimages correlating to each part6. Playground: Links to a developer’s sandbox where users can learn and test theSOLIDWORKS Sell API7. Number of Configurations: estimates how many different variations there are for theproduct in total8. Preview Button: Shortcut to the preview of the template if a layout is assigned to it9. Add-ins: All add-ins applied to this template10. Template Warnings: Warns the user about potential issues of the template such as partsnot participating any groups18 Dassault Systèmes Confidential Information ref.: 3DS Document 20191
Parts Tab3245678910111. Part List: All geometries published to a template2. Add Button: Allows users to add in geometries without using the Publisher. Files need tobe formatted to be an .obj or .stl3. Icon Button: Changes the image associated with the part. It is useful for simplifyin
SOLIDWORKS Sell Dashboard, or under the tutorials playlist on the SOLIDWORKS Sell YouTube page. At the end of this document, there are demos that are to help users create their first templates and learn how to edit them to cater it to their ne
SolidWorks 2015, SolidWorks Enterprise PDM, SolidWorks Workgroup PDM, SolidWorks Simulation, SolidWorks Flow Simulation, eDrawings, eDrawings Professional, SolidWorks Sustainability, SolidWorks Plastics, SolidWorks Electrical, and SolidWorks Composer are product names of DS SolidWorks.
From the Start menu, click All Programs, SolidWorks, SolidWorks. The SolidWorks application is displayed. Note: If you created the SolidWorks icon on your desktop, click the icon to start a SolidWorks Session. 2 SolidWorks Content. Click the SolidWorks Resources tab from the Task pane. Click the EDU Curriculum folder as illustrated. Convention .
saved, the documents are not accessible in earlier releases of the SolidWorks software. Converting Older SolidWorks Files to SolidWorks 2001 Because of changes to the SolidWorks files with the development of SolidWorks 2001, opening a SolidWorks document from an earlier release may take more time than you are used to experiencing.
No details to the solutions for either this sample exam or the real test will be shared by the SOLIDWORKS Certification team. Please consult your SOLIDWORKS reseller, your local user group, or the on-line SOLIDWORKS forums at forum.solidworks.com to review any topics on the CSWP exam. A great resource is the SOLIDWORKS website (SOLIDWORKS.com).
Establish a SOLIDWORKS session. Comprehend the SOLIDWORKS 2018 User Interface. Recognize the default Reference Planes in the FeatureManager. Open a new and existing SOLIDWORKS part. Utilize SOLIDWORKS Help and SOLIDWORKS Tutorials. Zoom, rotate and maneuver a three button mouse in the SOLIDWORKS Graphics window.
SOLIDWORKS HARDWARE RECOMMENDATIONS Below is a summary of key components of an ideal SOLIDWORKS PC, all of this document is important but if you only . From SOLIDWORKS 2015 SOLIDWORKS is 64Bit Only64Bit Only64Bit Only, also SOLIDWORKS 2014 onwards will NOT NOTNOT install on Vista or XP.
The following commands within the Autodesk VaultPro 2015 client are not supported for SolidWorks files: Copy Design. SolidWorks offers the own functionality 'Save As Copy' Update preview If SolidWorks is configured as the default viewer in Microsoft Windows for SolidWorks files, SolidWorks will be launched when using the View feature of VaultPro.
SOLIDWORKS Motion (kinematics analysis) SOLIDWORKS Plastics (part and mold filling analysis) SOLIDWORKS Sustainability (environmental impact tools) SOLIDWORKS Electrical Professional (electrical systems design tools) SOLIDWORKS Model- ased Definition (define, organize, and publish 3D PMI) SO
