CATIA Training Foils CATIA Basics Version 5 Release

CATIA Training Foils CATIA Basics Version 5 Release 8 January 2002 EDU-CAT-E-COM-FF-V 5 R 8 Copyright DASSAULT SYSTEMES 2002 1

Course Presentation Objectives of the Course In this course you will learn basic manipulations and tools and get familiar with standard CATIA V 5 interface and behaviours Targeted audience New CATIA V 5 Users Prerequisites: None 0. 5 day Copyright DASSAULT SYSTEMES 2002 2

Table of Contents 1. 2. 3. 4. 5. 6. 7. 8. CATIA User Interface Multi-document Support Workbench Concept Manipulating Objects with the Mouse The Specification Tree Moving Objects Using the Compass Manipulating and Viewing Objects Working with CATIA Documents Copyright DASSAULT SYSTEMES 2002 3

CATIA User Interface You will learn and practice basic concepts of CATIA user interface Copyright DASSAULT SYSTEMES 2002 4

What about CATIA User Interface ? Some Key features: • Multi-document support • Standard and specific menus & toolbars (File, Edit, Insert. . . ) • Standard manipulations (Copy-Paste, Drag & Drop, Edit in place. . . ) • Intuitive (Highlighting, copilot, cursor shapes. . . ) • Contextual menu (MB 3) • Specification Tree including all technological features, constraints, relationships. . . • Workbenches and associated toolbars. . . Copyright DASSAULT SYSTEMES 2002 5

CATIA User Interface Icons to minimize, maximize, or close windows Menus Window of active document Tree Icon of active workbench Part Design Toobars of active workbench. . . Tree scrollbar Double arrows mean there are more toolbars Drag the >> sign to move unseen toolbars You can easily change the layout of CATIA window by hiding or moving toolbars. You can have several documents open at the same time within the CATIA window. Copyright DASSAULT SYSTEMES 2002 6

Menus and Toolbars provide quick access to tools Use the View menu which are also available in menus to activate toolbars Toolbars that are checked are accessible. Others are hidden. Double arrows mean there are more toolbars. Drag the >> sign to move unseen toolbars Drag separator to move the toolbar anywhere Click [x] to close the toolbar Right click (right mouse button) in the prompt zone to quickly access the toolbar list Copyright DASSAULT SYSTEMES 2002 7

How to Use Dialog Boxes? Dialog boxes provide parameters for the definition of features. They are standardized and easy to use Ex: if you double-click on a hole you will get the Hole Definition dialog box Click the question mark and select a field to get help Click the cross to close the dialog box Name of the task Select a tab to define particular parameters Select an option in the drop down list Key in a value or click up and down arrows Fields not selectable (locked) Select button to activate the action Click check box to activate the option Inactive field Click OK to confirm Click Cancel to leave the function Copyright DASSAULT SYSTEMES 2002 Click Preview to pre-visualize the result 8

Multi-documents Support Copyright DASSAULT SYSTEMES 2002 9

Manipulating Windows Click to minimize (iconify) Use the Window menu to list Click to maximize & swap open windows (full screen) Click to close CATIA window Inactive Document Active Document Click to restore initial size (when full screen or minimized) Click & drag any edge to resize a window One click on CATIA Document with MB 1 Copyright DASSAULT SYSTEMES 2002 to activate it 10

Positioning Windows It is easy to work with several documents and position them. 1 Click on the Window menu to check the opened documents 2 Select Tile to split the display horizontally or vertically 1 Here 2 documents are open. The second one is active The active document. Click on any window to make it active (Blue title bar) or select the document by the Window menu: All the documents fits in the available space Copyright DASSAULT SYSTEMES 2002 11

Workbench Concept You will learn to access and customize the favorite workbenches Copyright DASSAULT SYSTEMES 2002 12

The Workbench Concept CATIA is organized into several workbenches. Each workbench is dedicated to a specific work Mechanical Workbenches Your work is stored in documents l Part Design To design parts You will work in documents. There are different types of document depending on the workbench used. . l Sketcher To sketch 2 D profiles l Wire. Frame & Surface To Enrich existing mechanical part design with wire frame features and basic surface feature Current workbench l Assembly Design To Easily establish mechanical assembly constraints, automatically positions parts and checks assembly consistency l Generative & Interactive Drafting To Generate drawings from 3 D part and assembly designs and make pure 2 D drawings l Sheetmetal Design A very intuitive and productive environment to design sheet metal parts Documents Copyright DASSAULT SYSTEMES 2002 13

Accessing the Workbench (1/2) You can access all standards Workbenches by the Start menu. To access the Assembly Design Workbench, Start CATIA, then select the Start menu choosing Mechanical Design and Assembly Design Workbench icon Access a Workbench by : Selecting from the Start Menu Copyright DASSAULT SYSTEMES 2002 or Selecting File / New : 14

Accessing the Workbench (2/2) You can insert Assembly Design Workbench in a list of your favorite worbenches and acces it by the Workbench and Worbenches Toolbars. 1 Select Tools / Customize and drop Knowledge Advisor on the Favorites List 2 a 2 b Acces by Worbench Toolbar Acces by Worbenches Toolbar This Assembly Design Workbench can be now access at the Top of the Start Menu Copyright DASSAULT SYSTEMES 2002 15

Favorite Workbenches are those that CATIA will display for you at each beginning of session in the Welcome panel is empty by default Welcome Panel Favorite Workbenches The welcome panel is also available by clicking on Workbench icon Copyright DASSAULT SYSTEMES 2002 16

Manipulating Objects with the Mouse You will learn the different ways to select, manipulate, and view objects with the Mouse Selecting Objects with the Mouse Moving Objects Using the Mouse Copyright DASSAULT SYSTEMES 2002 17

Selecting and Editing Objects with the Mouse You will learn how to select one or more elements using the mouse Copyright DASSAULT SYSTEMES 2002 18

The Mouse Functions MB 2 To manipulate objects MB 3 To display the contextual menu MB 1 To select and edit objects MB means Mouse Button Copyright DASSAULT SYSTEMES 2002 19

What about Selecting Objects ? Simple Selection : • To select an object you press the left button of the mouse, also called mouse button 1 (MB 1) Selection of Geometry or Tree Feature : • You can either select an object (or several objects) geometry or its corresponding feature in the tree. • Selecting the geometry will highlight the tree feature(s) and vice versa Multi-selection: • A standard way: [Ctrl] key • Trapping objects: Copyright DASSAULT SYSTEMES 2002 + + 20

Selecting One Object Standard way to select one object is to use mouse button 1 (left button) also called MB 1 and click the object in the geometry or in the tree Select mode icon 1 Click the object in the geometry or in the tree To de-select an element click in the empty background MB 1 Note that when the cusor is over an object, its shape changes to a pointing finger and the object is highlighted (pre-selected), you have to click to select it Copyright DASSAULT SYSTEMES 2002 21

Selecting Several Objects Using the [Ctrl] Key Using the Control key is a standard Windows way to select several elements (multi-selection) 1 2 Keep [Ctrl] key pressed and select the desired objects (in the tree or in the geometry) Press [Ctrl] key To de-select a single element, click on it while holding the [Ctrl] key 3 Release [Ctrl] key to end the selection To de-select elements click in the empty background Copyright DASSAULT SYSTEMES 2002 22

Selecting Several Objects Using the Trap Tool Trapping several objects to select them Select the down arrow of the Select icon 1 Intersecting Trap Selecting Trap 2 Select the Selection trap icon 3 Drag your cursor while pressing MB 1 to trap the desired objects 4 Release MB 1 Result: Objects completely included in the trap are highlighted and selected The cursor shape changes to a small hand To de-select elements, click in the empty background Copyright DASSAULT SYSTEMES 2002 23

Editing Parts Editing a part may mean for example modifying the density of the part or the part number (its properties), but most often editing consists in modifying the sketches or the features composing the part. This operation can be done at any time. To edit a sketch , double-click on it in the Specification Tree To edit a feature through definition dialog boxes in order to redefine the parameters of your choice: 1 Double-click the feature ( a circular pattern ) to be edited (in the specification tree or in the geometry area). The Circular Pattern Definition dialog box appears 2 Copyright DASSAULT SYSTEMES 2002 Modify Parameters 24

Moving Objects with the Mouse You will get familiar with panning, rotating, and zooming capabilities of CATIA V 5 using the Mouse Copyright DASSAULT SYSTEMES 2002 25

Manipulating objects with the Mouse Move objects 1 2 3 Copyright DASSAULT SYSTEMES 2002 MB 2: translation MB 2 + MB 1: Rotation MB 1: Zooming 26

The Specification Tree You will get familiar with using the Specification Tree Copyright DASSAULT SYSTEMES 2002 27

What About the Specification Tree? CATIA V 5 provides a generic specification modeler which lets you view and modify objects (features, sketches, … ) The hierarchy of features is called the Specification Tree. Its structure varies with the kind of document being edited. Part Number 1 Design Process: Pad. 1 before Pocket. 1 Copyright DASSAULT SYSTEMES 2002 2 28

Hide and Show the Tree Keyboard Shortcut to Hide the Specification Tree : F 3 key to hide/show the Tree Specification Tree To display Specification Tree, click again on F 3 key Copyright DASSAULT SYSTEMES 2002 29

Activate and Deactivate the Tree Keyboard Shortcut to Manipulate Objects : [Shift] + F 3 to activate Tree or Objects Part is inactive Part is active Or Part is inactive Position the cursor anywhere on the History Tree branch and click on MB 1 Copyright DASSAULT SYSTEMES 2002 30

Moving the Tree Using the Scrollbar Not Using the Scrollbar When the size of the tree exceeds the window you can use the scrollbar to display the tree downward or upward Moving the tree anywhere Click up arrow to display the top of the tree Drag the bar up and down as you wish Click down arrow to display the bottom of the tree 1 Position the cursor on a tree branch. The cursor changes to a pointing finger Copyright DASSAULT SYSTEMES 2002 2 Click mouse button 1 (MB 1) and drag the mouse to move the tree The cursor changes to a small hand 31

Expanding & Zooming the Tree Geometry dimmed while zooming the tree Click on + to expand, on - to shrink the tree 1 Expand / Shrink Click mouse button 1 (MB 1) on a tree branch 2 Zoom in and out as for the geometry (see job aid) 3 To reactivate the geometry, click again on a tree branch Note that you can use the scrollbar to display the top or bottom of the tree Copyright DASSAULT SYSTEMES 2002 32

Expanding & Collapsing the Specification Tree 1 File + Open 2 3 2 4 Select the View Tree Expansion Expand First Level to see the first level of the Specification Tree 3 Reselect View->Tree Expansion>Expand Second Level 4 Copyright DASSAULT SYSTEMES 2002 Then select Collapse ALL to collapse the tree 33

Scan the Design Process There is a powerful tool to show the Part History step by step in order to visualize design process. 1 Select Edit / Scan or Define In Work Object 2 Copyright DASSAULT SYSTEMES 2002 You can select ‘forward’ at each step to scan all steps 34

Define in Work Object (1/2) With the Specification Tree, you can insert Features 1 Select a feature on the Tree with MB 1 2 Select with MB 3, Define in Work Object option Note that CATIA, in the same Body, does not consider and display features which are spelling after the ‘active’ feature defined by Define in Work Object Copyright DASSAULT SYSTEMES 2002 35

Define in Work Object (2/2) 3 If you insert a new Sketch, it is positioned after the active feature defined by Define in Work Object. Copyright DASSAULT SYSTEMES 2002 36

Moving Objects Using the Compass You will learn how to take advantage of the compass to manipulate objects Copyright DASSAULT SYSTEMES 2002 37

What is the Compass ? • The compass is a powerful tool to move and manipulate objects, especially in Assembly Design, Free. Style, and Digital Mockup products Base of the compass (or privileged plane) Default is XY plane When to use it ? • Default orientation of the compass is parallel to reference axis system XYZ • Default location of compass is the top right corner of the screen Copyright DASSAULT SYSTEMES 2002 • To Pan, Rotate Goemetry in 3 D • To deform surfaces like patches and define cutting plane in Free. Style • To move components in an assembly and in Digital Mockup • To move and rotate elements in the Sketcher, parallel to the sketch plane 38

Simple Use of the Compass (1/2) Rotation 1 Select one of the compass axis or plane About Z 2 Drag the cursor. The geometry moves accordingly Translation About Y Free rotation (Similar to rotating with the mouse) Just grab the top point of the compass and move it XZ translation X Translation Z translation ‘Normal to compass axis’ (Similar to Normal View) Just select the desired letter (x, y or z) Copyright DASSAULT SYSTEMES 2002 39

Simple Use of the Compass (2/2) Drag around Z axis…. z z X X y y Note that the default location and orientation of the Part does not change To position the Compass at its default location and with its default orientation, you can either drag it and drop it onto the reference Axis System (bottom right corner) or select the Reset Compass command in the View menu (very useful when the compass is not visible). Copyright DASSAULT SYSTEMES 2002 40

Drop the Compass onto a Component (1/3) The component move relative to the origin. 2 Drag the red square of 1 Click the red square of the compass, 3 Drop the compass onto a component, 4 Select the desired axis (or plane) of the compass and drag it Compass is now green 5 Result To position the Compass at its default location and with its default orientation, you can either drag it and drop it onto the reference Axis System (bottom right corner) or select the Reset Compass command in the View menu (very useful when the compass is not visible). Copyright DASSAULT SYSTEMES 2002 41

Drop the Compass onto a Component (2/3) Default orientation change 1 Initial orientation of the Part 2 Drop the compass onto a component and drag around one axis, 3 Final orientation of the Part The default location and orientation of the Part changes relative to the origin when you drop the compass onto a component Copyright DASSAULT SYSTEMES 2002 42

Drop the Compass onto a Component (3/3) You can move specific features with the compass 1 Click and drag the red square of the compass 2 Drop the compass onto a component, 3 Select the Feature you wants to move 4 Select one element of the Compass (axis, plane. . ) 5 Copyright DASSAULT SYSTEMES 2002 Result 43

Moving One Component in an Assembly You can move and drag instances on the Assembly with the Compass 1 Click and drag the red square of the compass, 3 2 Move the component using the compass axes and planes Drop the compass onto a component, Green compass means the component can be moved To position the compass at its initial place, clik on empty background, on the XYZ axis system, or drag it and drop it onto its anchor point. If you do not see the compass, click on the View > Reset compass menu option (no element selected) Copyright DASSAULT SYSTEMES 2002 44

Manipulating and Viewing Objects You will learn the different ways to select, manipulate, and view objects Manipulating Objects Hiding and Showing Objects Rendering Styles Graphics Properties Copyright DASSAULT SYSTEMES 2002 45

Selecting Objects You will learn how to select one or more elements using the other tools such as the search command Copyright DASSAULT SYSTEMES 2002 46

Selecting Objects Using the Search Command (1/2) There is a powerful way to multi-select objects using criteria (type, color, name, and other properties, etc) in a document or in a whole product structure 1 2 3 4 Edit Search or Ctrl+F 2 Select criteria in the lists: type of object, color, graphic properties. . . Note that * means any (default) and specify where to search 3 Click the Search button to start the search 4 Select Add to favorites…button Result of the search Objects found are pre-selected in the list (blue field) as well as in CATIA (highlighted) Copyright DASSAULT SYSTEMES 2002 47

Selecting Objects Using the Search Command (2/2) 5 Click OK to confirm the operation 6 In the Search dialog box: Select the Favorites tab 7 Click Select to select the elements in the 3 D viewer and OK to close the dialog box 7 Copyright DASSAULT SYSTEMES 2002 48

Selecting Objects Using a Multi-Search Criteria 1 Start menu: Select Edit Search 2 In the Search dialog box: Select the Advanced tab 3 Specify the Workbench, the type and the color in each field 4 5 6 Copyright DASSAULT SYSTEMES 2002 Click the Search button to start the search Click the Select button to visualize the result in the viewer Click OK to close the dialog box 49

Selecting Using the Preselection Navigator This task explains how to use the preselection navigator (or the keyboard arrows) for selecting hidden or coincident elements 2 Position your pointer over the object you want to select. 1 Press any keyboard arrow. The preselection navigator appears. The preselection navigator will also let you select elements belonging to the hidden object by clicking on the arrows 3 Click the circle in the center to validate your selection and exit the preselection navigator. Copyright DASSAULT SYSTEMES 2002 50

Magnifier If objects are overlaid or the visualization gets confused, you can use additional tools Magnifier : • The Magnifier allows you to select elements while keeping a general view of your geometry. It is activated using the View > Magnifier menu option • It opens a window zooming on the elements seen through a rectangular trap Copyright DASSAULT SYSTEMES 2002 51

Hiding and Showing Objects You will learn how to hide and redisplay objects From Visible. . . To Invisible Space Copyright DASSAULT SYSTEMES 2002 52

When to Hide Elements? To clarify visualization temporarily, in 3 D or in the Sketcher, or to get rid of construction elements but still keep them accessible Examples Construction elements Sketcher elements Copyright DASSAULT SYSTEMES 2002 53

Hiding Elements You can hide construction elements, and 3 D elements seen in the sketcher. . . for better visualization and redisplay them later You can quickly hide element(s) by right clicking them in the tree (right mouse button) and selecting the Hide/Show option in the contextual menu 1 2 Select the element(s) to hide Click the Hide/Show icon in the View toolbar Result: the selected elements are hidden. The display is clearer. . . Copyright DASSAULT SYSTEMES 2002 . . . and icons of hidden elements are dimmed in the tree 54

Redisplaying Elements You can redisplay construction and 3 D elements previously hidden for visualization purposes 1 Click the Swap visible space icon in the View toolbar to swap from visible to invisible space The background color changes (i. e. green) You can quickly redisplay an element by right clicking on the element in the tree (right mouse button) and selecting the Hide/Show option in the contextual menu 2 Select the element(s) to redisplay 3 Click the Hide/Show icon 4 Click the Swap visible space icon to go back to visible space Result: the selected elements are visible Copyright DASSAULT SYSTEMES 2002 55

Rendering Styles You will learn different ways to better visualize your geometry according to your needs Copyright DASSAULT SYSTEMES 2002 56

What are the Different Rendering Styles? You will use material for realistic and nice pictures, shading mode for regular work, and edges for easy selection, . . . Standard Styles Customized Style Customized Shading (SHD) Shading & edges Wireframe (NHR) Hidden Lines Removal (HLR) Copyright DASSAULT SYSTEMES 2002 Shading with edges & hidden edges You can customize the viewing mode according to your own needs by quickly applying viewing parameters, especially outlines and materials 57

Applying Rendering Styles • Wireframe (NHR) • Dynamic Hidden Line Removal • Shading (SHD) • Shading with Edges 1 Click on the white arrow close to the 2 rendering style icon Then select the style you want to apply. It will be applied automatically to the geometry Copyright DASSAULT SYSTEMES 2002 • Shading with edges & Hidden Edges • Customized. . . 58

Modifying Rendering Styles 1 Select the View > Render. Style > Customize View menu 2 Select the options you need • Wireframe (NHR) • Dynamic Hidden Line Removal • Shading (SHD) • Shading with Edges • Shading with edges & Hidden Edges 3 • Customized. . . Apply the new style Copyright DASSAULT SYSTEMES 2002 59

Applying Materials You will learn how to apply, and modify a material to a part Material applied to a part and toolbar Copyright DASSAULT SYSTEMES 2002 60

Accessing the Rendering Workbench Start menu > Infrastructure > Material Library Rendering (Material Library) workbench • New Family • Rename Family • Remove Family • New Material • Rename Material • Remove Material(s) Apply material toolbar accessible from any 3 D workbench Copyright DASSAULT SYSTEMES 2002 • Edit Properties • Sort Materials (A-Z) 61

What About Materials? The Apply Material tool Library of Materials Pre-defined materials can be applied to: • a Part. Body, a Surface, a Body or an Open. Body in a. CATPart document, • a Product and instances of a. model, . cgr, . CATPart in a. CATProduct document. Material Library with different families of samples To Keep a Link or not. . . You can apply a material and keep a link (automatic update when original material modified) Link No link Copyright DASSAULT SYSTEMES 2002 62

Materials Properties Material Physical Properties Applying materials affect the physical and mechanical properties of elements, for example density These data will be used for calculation purposes in CATIA. Generative Structural Analysis Note: Appropriate licenses are required to use the Analysis and Drafting tabs Copyright DASSAULT SYSTEMES 2002 Material Properties 63

General Process 1 Customize the view style 2 2 Apply the Customized view style Select and apply the desired material Copyright DASSAULT SYSTEMES 2002 64

Modifying the Customized View Style 1 2 Activate the parameters you want to see in the customized view (material to see materials) 3 Click OK to confirm the customized view style 4 Copyright DASSAULT SYSTEMES 2002 Activate the Customized View icon to apply it to the visualization 65

Applying a Material • First you need activate the Custom View style to obtain the visualization with the material • The Custom View style must activate the Material option (View > Render Style > Customize View) 1 Select the Part. Body to which you want to apply a material 2 Click on the Apply Material icon 3 Select the material you want to apply 4 Click on Apply Material for preview (You can try different material and click Apply Material to check) You can activate the Link To File option to keep a link with the original material. This will update automatically your the material in your document if a change occurs in the material library (a small arrow means the material is linked) Copyright DASSAULT SYSTEMES 2002 5 Click on OK to confirm the choice 66

Quickly Applying Another Material The Material Parameter is always displayed in the specifications tree; its default value is set to None 1 Double-click on the Material feature in the tree 2 3 Type the name of another material and click on OK to confirm Copyright DASSAULT SYSTEMES 2002 The Edit parameter dialog box is displayed. None is default if no material is applied Note that: • You need activate the Custom View style to obtain the visualization with the material • The Custom View style must activate the Material option (View > Render Style > Customize View) 67

Modifying a Material Properties 1 To modify the appearance of the material icon in the tree Double click on the material name in the tree (Or use MB 3 menu > Properties) 2 Modify the parameters To modify the color of the material and other parameters. . . • The Drafting tab allows you to change the color and pattern of the material for Drafting purposes • The Analysis tab allows you to check and modify the physical properties of the material 3 Copyright DASSAULT SYSTEMES 2002 Click OK to confirm the changes 68

Graphic Properties You will learn different ways to better visualize your geometry according to your needs Copyright DASSAULT SYSTEMES 2002 69

What is about Graphic Properties ? Painter (1/2) The Graphic Properties Toolbar is a powerful tool to change easily graphic properties of components Layer Fill Color & Transparency Line Thickness & Type Painter Point Symbol The painter icon lets you apply graphics properties from one object to another. Copyright DASSAULT SYSTEMES 2002 70

Change Graphic Properties 1 Select elements with MB 1 2 2 Painter (1/2) Keeping the mouse cursor on the selected entities and with MB 3, Select Properties option With the Graphic Properties Toolbar, select all desired graphic properties You can select features on the History Tree and change theirs graphics properties Copyright DASSAULT SYSTEMES 2002 71

Painter (2/2) Painter 1 First, select elements you want to apply new graphic properties with MB 1 + Ctrl 3 2 Result Select the Painter icon and then the reference element in order to obtain the same graphic properties. Copyright DASSAULT SYSTEMES 2002 72

Working with CATIA You will learn how to start CATIA, and open, save, and close V 5 documents Introduction to V 5 Documents Opening V 5 Documents Saving and Closing Documents Copyright DASSAULT SYSTEMES 2002 73

Introduction to V 5 Documents You will learn how to identify CATIA documents Workbenches and Documents Copyright DASSAULT SYSTEMES 2002 74

What about CATIA Documents ? When working in CATIA you create, modify and save geometry within documents. Documents are containers Different Types of Documents The type of the document depends on the workbench you will use to create and modify the geometry: Current workbench Current document (blue title bar) l. Assembly Design. CATProduct file extension l. Part Design l. Sketcher l Wire. Frame & Surface. CATPart file extension l. Generative & Interactive Drafting. CATDrawing file extension Copyright DASSAULT SYSTEMES 2002 75

Terminology • A Product Structure is a way to structure and organize your products logically. You can navigate within the structure and work on its different components • A Document is a file including data you will create and manage with the associated workbench (specific extension) • A Workbench is a set of tools that allows you to create and manage your geometry Current (or active) workbench Not active documents have a grey title bar Current document Workbench toolbars. . . blue title bar Copyright DASSAULT SYSTEMES 2002 76

Starting CATIA V 5 You will learn how to start CATIA V 5 Copyright DASSAULT SYSTEMES 2002 77

Starting CATIA Using the Start Menu (PC) 1 Click the Start menu and keep the key pressed 2 Roll over Program, then to the right Copyright DASSAULT SYSTEMES 2002 3 Roll over CATIA, then to the right 78

Starting CATIA Using the Contextual Menu (PC) 1 Click the right mouse button MB 3 to display the contextual menu 2 3 Release the key when over CATIA Part Roll over New then to the right Copyright DASSAULT SYSTEMES 2002 79

Opening V 5 Documents You will learn how to open new and existing documents and how to lay out document windows Copyright DASSAULT SYSTEMES 2002 80

What about Opening Documents There are different types of CATIA documents. Each type of document is associated with a workbench. However, you can work in a document using different workbenches After Save the document Note that the extension of the document will be displayed once you save the document Copyright DASSAULT SYSTEMES 2002 81

Opening New Documents 1 File menu 2 Opening New documents 2 3 Then you have to click the type of document you want to create and click OK Copyright DASSAULT SYSTEMES 2002 82

Opening an Existing Document 1 Select the File Open. . . Command in CATIA menu Or Click the Open icon 2 In the File Selection box: Select the file location 3 Click the "Files of type" list to display the list of document types which you want to open 4 Check the ‘Show Preview’ option to display a preview of the selected file (Available Only on Microsoft Windows NT workstations) 5 Click Open to visualize in the viewer your Selected document The list of document types you can open depends on the configurations/products installed and for which you have a license. Copyright DASSAULT SYSTEMES 2002 83

Saving and Closing Documents You will learn the different ways to save documents Copyright DASSAULT SYSTEMES 2002 84

What about Saving Documents ? There are different ways to save CATIA documents. When & Why? You save documents • after modifying them • to create new ones Naming. . . You save documents • with the same name (this will replace the initial document) • under a new name (this will create a document) Copyright DASSAULT SYSTEMES 2002 85

Saving a Document with the Same Name There are different ways to save changes made in a document. You can also save an existing document to create a new one Saving an existing document The document is saved in the same directory with the same name Copyright DASSAULT SYSTEMES 2002 Shortcuts Press [Ctrl] and [s] keys simultaneously 86

Saving a Document with a New Name This procedure creates a new document 1. Browse the file and select the directory where to store the document Saving a document for the first time 2. Give a name to the new document to create 3. Click Save button to confirm Saving a document to create a new one (Creates a copy) Copyright DASSAULT SYSTEMES 2002 Here, the document is stored in the same folder with a new name. It is a CATPart type document (Part Design workbench) 87

Closing a Document 1 Click on File > Close. . . or on the Close icon of the document window 2 If changes have been made but not saved, a pop-up window asks you if you want to save changes 3 • Click on Yes, to save the changes, • Click on No to close the document without saving the changes, • Click on Cancel to keep the document open. Copyright DASSAULT SYSTEMES 2002 88

In this course you have become familiar with CATIA V 5 user interface by practicing basic manipulations and behaviours You are now able to learn and practice more advanced tools and products… Copyright DASSAULT SYSTEMES 2002 89