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Configuring Toolbox

Toolbox administrators use the Toolbox configuration tool to select and customize hardware, and to set user preferences and permissions. The best practice is to configure Toolbox before using it.

To configure Toolbox:

  1. From Windows, click Start > All Programs > SolidWorks version > SolidWorks Tools > Toolbox Settings , or click Configure in the SolidWorks System Options - Hole Wizard/Toolbox dialog box.
  2. If Toolbox is managed by Enterprise PDM, click Yes at the prompt to check out the Toolbox database.

    If you click No or if you do not have permission to check out the database, you can view Toolbox settings but you cannot save changes.

  3. To select standards and hardware, click 1 - Select Hardware.

    To simplify Toolbox configuration, select only the standards and hardware that you use.

  4. To select sizes and other values, define custom properties, and add part numbers, click 2 - Customize Hardware.

    To reduce the number of configurations, select each standard and custom property and clear unused sizes and values.

    For example, Hex Screw Grade AB ISO 4014 in the ISO standard has over 1000 configurations by default. There are three standard properties that determine the number of configurations: Size, Length, and Thread Display. The total number of configurations is the product of the selected sizes, lengths, and thread display values. Selecting sizes from M1.6 to M10, lengths of 30 or less, and a single thread display value, reduces the number of configurations to fewer than 100.

  5. To set Toolbox user preferences, click 3 - User Settings.
  6. To password-protect Toolbox from unauthorized access and to set permissions for Toolbox functions, click 4 - Permissions.
  7. To specify default Smart Fasteners, Hole Wizard holes, and other fastener preferences, click 5 - Smart Fasteners.
  8. Click Save .
  9. Click Close .
  • Welcome to Toolbox Setup
    This page lets you access SolidWorks Toolbox settings.
  • Toolbox - Select Hardware
    Use the Select Hardware page to select standards, categories, types, and components. To simplify configuration, select only the hardware that you use.
  • Toolbox - Customize Hardware
    Use the Customize Hardware page to select component sizes, type property values, and type part numbers.
  • Toolbox - User Settings
    Use the User Settings page to set preferences for Toolbox operations.
  • Toolbox - Permissions
    Use the Permissions page to create a Toolbox password and set permissions for Toolbox functions.
  • Toolbox - Smart Fasteners
    Use the Smart Fasteners page to set defaults and preferences for fasteners used with Hole Wizard holes and non-Hole Wizard holes.
Parent topic: Installation and Configuration
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