1. Installation

Getting started with SOLIDWORKS can be a smooth process, whether you’re handling it yourself or opting for professional assistance.

At MECAD Systems, we understand that the installation process can be daunting, especially for first-time users. That’s why our team of dedicated Application Engineers are ready to assist with the installation, ensuring everything is set up correctly and efficiently.

1.1. Professional installation services

For those who prefer a hassle-free setup, MECAD Systems offers comprehensive installation services. Our team can handle the entire process, either on-site or virtually, depending on your preference and location.

• On-Site Installation: For larger installations or clients requiring multiple licenses, our engineers can visit your location. They bring all necessary installation media and handle the entire setup, including copying installation files directly to your systems. This service is particularly beneficial if you have slow internet speeds or specific network requirements.
  
• Virtual Installation: For clients with good internet connectivity or who prefer remote assistance, we offer virtual installations using tools like TeamViewer or AnyDesk. Our engineers will guide you through the process, ensuring everything is installed correctly and any potential issues are addressed promptly.

Our installation services not only cover the technical setup but also include a brief demonstration of essential tools and features. We also provide information about our YouTube playlists and cloud services, helping you get the most out of your SOLIDWORKS software.

1.2. Step-by-step installation guide

If you prefer to install SOLIDWORKS yourself, here is a detailed guide to help you through the process:

1.2.1. Prepare your system

• Check system requirements: Ensure your computer meets the minimum and recommended specifications for SOLIDWORKS, including a 64-bit version of Windows 10 or higher, at least 16 GB of RAM, a compatible graphics card (NVIDIA Quadro or AMD Radeon Pro), and at least 20 GB of free disk space.
  
• Backup Data: Back up all important files to prevent data loss during the installation process.

1.2.2. Obtain installation media

• Download from SOLIDWORKS customer portal: Log in to the SOLIDWORKS Customer Portal to download the installation files.
  
• Installation Media: If using physical media (USB or DVD), ensure it is available and in good condition.

1.2.3. Run the installer

• Launch the installer: Insert the installation media or run the downloaded setup file to start the SOLIDWORKS Installation Wizard.
  
• Accept license agreement: Agree to the End User License Agreement (EULA) to proceed.

1.2.4. Enter serial number

• Serial number input: Enter the SOLIDWORKS serial number provided with your purchase.
  
• Verification: The installer will verify your serial number. Ensure you have an active internet connection for this step.

1.2.5. Choose installation type

• Individual: For a single-user installation.
  
• Administrative image: For deploying SOLIDWORKS on multiple machines from a central location.
  
• Server products: For network installations requiring centralised licensing and data management.

1.2.6. Customise installation

• Select products: Choose the specific SOLIDWORKS products and add-ins to install, such as SOLIDWORKS Simulation or Electrical.
  
• Installation location: Specify the directory for installation, typically the C: drive.

1.2.7. Download and install

• Download options: Choose to download and install immediately or schedule for later.
  
• Installation process: Click ‘Install Now’ to begin the installation.

1.2.8. Activate your license

• Activation prompt: Launch SOLIDWORKS post-installation to activate your license.
  
• Online activation: Enter your serial number again for activation via the SOLIDWORKS activation server.
  
• Manual activation: If online activation isn’t possible, follow the provided manual activation instructions.

1.2.9. Finish and restart

• Completion: Confirm the completion of installation. Restart your computer to finalise the setup.

Remember, choosing professional installation services from MECAD Systems not only ensures a smooth setup but also gives you peace of mind, knowing that your software is correctly configured and ready for use.

Whether on-site or virtual, our experts are here to assist you every step of the way, providing valuable support and resources to kick-start your SOLIDWORKS journey.

2. Initial setup and configuration

After installing SOLIDWORKS, you should configure the software for optimal performance and usability. Follow these quick steps to customise your setup:

2.1. Launch SOLIDWORKS

• First run: Open SOLIDWORKS by double-clicking the desktop icon or searching for it in the Start menu. The software will load and display the main interface.

2.2. Customise toolbars and interface

• CommandManager customisation: Right-click on the CommandManager to customise which toolbars and commands are displayed. You can drag and drop commands to different positions for easy access.
  
• Quick Access toolbar: Add frequently used commands to the Quick Access Toolbar located at the top of the SOLIDWORKS window.

2.3. Set system options

• Access system options: Go to Tools > Options > System Options. This menu allows you to configure global settings that affect all documents.
  
• Units and dimensions: Set your preferred units (e.g., millimeters, inches) under the Units section. Configure dimension settings to match your project’s requirements.
  
• Performance settings: Adjust settings for graphics, rebuild times, and tessellation quality under the Performance tab. For complex models, consider optimising these settings for better performance.

2.4. Create and manage document templates

• Create custom templates: Go to File > Save As and choose Part Template, Assembly Template, or Drawing Template. Customise the template with your preferred settings, such as units, default views, and annotations.
  
• Save templates: Save your custom templates in a dedicated folder. You can specify this folder in the File Locations section of the System Options for easy access.

2.5. Add material library

• Access material library: Go to Tools > Material Editor to access the material library. SOLIDWORKS includes a comprehensive set of materials, but you can add custom materials as needed.
  
• Custom materials: Define new materials by specifying their properties, such as density, thermal conductivity, and elastic modulus. Save these materials in a custom library for future use.

2.6. Configure add-ins

• Enable add-ins: Access Tools > Add-Ins to enable additional functionality, such as SOLIDWORKS Simulation, SOLIDWORKS Flow Simulation, and SOLIDWORKS Electrical. Check the boxes for the add-ins you need.
  
• Load on startup: For frequently used add-ins, select the Start-Up checkbox to load them automatically when SOLIDWORKS starts.

2.7. Backup and restore settings

• Copy settings wizard: Use the Copy Settings Wizard found under Start > All Programs > SOLIDWORKS Tools to back up your customised settings. This tool saves your interface layout, keyboard shortcuts, and system options.
  
• Restoration: In case of system changes or reinstallation, use the Copy Settings Wizard to restore your settings, ensuring consistency and saving time.

3. Basic tutorials

Once SOLIDWORKS is installed and running, beginners must familiarise themselves with the software’s interface and core functionalities. The following basic tutorials are designed to provide a solid foundation in SOLIDWORKS:

3.1. Introduction to SOLIDWORKS

An introduction to SOLIDWORKS tutorial covers the basic interface, navigation, and essential tools.

It will teach users how to create simple parts and assemblies, offering a walkthrough of the most used features.

This type of tutorial is ideal for beginners who want to understand the layout and how to perform basic operations within SOLIDWORKS.

It should cover:

• User interface overview: A detailed explanation of the toolbars, CommandManager, FeatureManager, and PropertyManager.
  
• Navigation basics: Techniques for zooming, panning, and rotating models.
  
• Creating a simple part: Steps to start a new part, setting up units, and starting a sketch.

3.2. Sketching

Sketching forms the basis of any 3D model in SolidWorks. This tutorial focuses on creating and manipulating 2D sketches, which serve as the foundation for 3D features. Key elements include:

• Sketch entities: How to use lines, circles, rectangles, and other sketch entities.
  
• Sketch constraints: Applying geometric and dimensional constraints to define sketch geometry precisely.
  
• Using relations: Techniques for adding relations like parallel, perpendicular, and equal to control sketch behavior.

3.3. Part modeling

Part modeling demonstrates how to convert 2D sketches into 3D parts using features such as extrude, revolve, and cut.

Topics should include:

• Feature creation: Understanding how to create basic and complex features.
  
• Feature editing: Techniques for editing features and understanding the feature tree.
  
• Design intent: How to maintain design intent through feature relationships and parameters.

3.4. Assemblies

This type of tutorial should cover the creation of assemblies from multiple parts. Users learn how to position and constrain parts relative to each other using mates.

It includes:

• Assembly basics: Starting a new assembly and inserting components.
  
• Mating components: Applying standard mates such as coincident, parallel, and concentric.
  
• Sub-assemblies: Creating and managing sub-assemblies for complex designs.

3.5. Drawings

Creating detailed drawings from 3D models is a crucial skill in SOLIDWORKS. This type of tutorial should teach users how to create and annotate technical drawings for manufacturing.

Key areas include:

• Drawing views: Generating standard views, section views, and detail views.
  
• Annotations: Adding dimensions, notes, and other annotations to communicate design details.
  
• Drawing sheets: Customising drawing templates and adding title blocks.

These types of tutorials should provide a comprehensive introduction to the essential functions of SOLIDWORKS, helping new users become proficient with the software’s basic capabilities.

4. MECAD Systems SOLIDWORKS training

At MECAD Systems, we offer specialised SOLIDWORKS training courses designed to deepen your knowledge and skills in various aspects of SOLIDWORKS.

Our courses cater to beginners and advanced users alike, ensuring comprehensive learning and practical application. Here’s an overview of the training we offer:

4.1. SOLIDWORKS Essentials

4.1.1. Course overview

The SOLIDWORKS Essentials course covers fundamental topics for new users, including part and assembly modeling, and drawing creation. It’s ideal for beginners and those transitioning from other CAD systems.

4.1.2. Key learning outcomes

• Create parametric models and assemblies.
  
• Produce detailed drawings with accurate annotations.
  
• Understand the core features and tools in SOLIDWORKS.

4.1.3. Training format

The course is offered in person, providing an interactive and engaging learning experience. More details can be found at SOLIDWORKS Essentials.

4.2. SOLIDWORKS Advanced 1

4.2.1. Course overview

This advanced SOLIDWORKS course covers complex part modeling and surfacing techniques. Participants learn to create intricate shapes and surfaces using advanced features.

4.2.2. Key learning outcomes

• Use advanced part modeling tools, including sweeps, lofts, and multi-body parts.
  
• Master surfacing techniques for complex geometry.
  
• Repair and modify imported geometry.

4.2.3. Training format

Available in person, this course offers practical exercises to reinforce learning. For more details, visit SOLIDWORKS Advanced 1.

4.3. SOLIDWORKS Advanced 2

4.3.1. Course overview

This course focuses on mold design and SOLIDWORKS Plastics, providing specialised training in designing molds and simulating plastic injection molding processes.

4.3.2. Key Learning outcomes

• Design and modify mold components, including cores and cavities.
  
• Use SOLIDWORKS Plastics for flow analysis and defect detection.
  
• Optimise mold designs to improve product quality and manufacturability.

4.3.3. Training Format

This in-person course includes lectures and hands-on exercises. For more information, visit SOLIDWORKS Advanced 2.

4.4. SOLIDWORKS Visualize

4.4.1. Course overview

The SOLIDWORKS Visualize Essentials course focuses on fundamental skills and concepts necessary for creating high-quality visual content. This training covers basic to advanced techniques for rendering photorealistic images, animations, interactive web content, and virtual reality (VR) outputs.

4.4.2. Key learning outcomes

• Understand the process-based approach to using SOLIDWORKS Visualize.
  
• Learn to create realistic renderings and animations.
  
• Master advanced techniques for enhancing visual content.

4.4.3. Training format

The course uses case studies to illustrate processes, allowing participants to learn commands and options in the context of real-world tasks. For more details, visit the SOLIDWORKS Visualize course page.

4.5. SOLIDWORKS Simulation

4.5.1. Course overview

Our SOLIDWORKS Simulation Bundle course equips engineers and designers with the skills to perform structural and motion analysis on their models. The training includes creating simulation studies, defining loads and constraints, and interpreting results to improve product designs.

4.5.2. Key learning outcomes

• Conduct static, dynamic, and thermal simulations.
  
• Understand motion analysis for moving assemblies.
  
• Apply best practices for simulation setup and results interpretation.

4.5.2. Training format

The course includes hands-on exercises and case studies, with options for in-person or online training. Learn more about this course at SOLIDWORKS Simulation.

4.6. SOLIDWORKS Routing Bundle

4.6.1. Course overview

This course teaches the essentials of creating piping and tubing systems within SOLIDWORKS. Participants will gain practical skills in routing components and preparing designs for manufacturing.

4.6.2. Key learning outcomes

• Learn to create and manage piping and tubing routes.
  
• Understand the application of routing features in mechanical and electrical systems.
  
• Prepare for the SOLIDWORKS Routing certification

4.6.3. Training format

This course includes practical exercises and is suitable for professionals in mechanical, electrical, and process industries. For details, visit the SOLIDWORKS Routing course page.

4.7. SOLIDWORKS Inspection

4.7.1. Course overview

The SOLIDWORKS Inspection course introduces tools for creating inspection documentation, such as reports and ballooned drawings. The training covers setting up projects, defining inspection criteria, and exporting documents.

4.7.2. Key learning outcomes

• Create and customize inspection documents.
  
• Apply geometric dimensions and tolerances (GD&T).
  
• Export documents in formats like PDF, Excel, and XML.

4.7.3. Training format

This course is ideal for those involved in quality control and manufacturing. More information is available at SOLIDWORKS Inspection.

4.8. SOLIDWORKS Electrical

4.8.1. Course overview

The SOLIDWORKS Electrical course covers the essentials of electrical schematic design and 3D electrical modeling. It provides a comprehensive understanding of components, symbols, and project management within SOLIDWORKS Electrical.

4.8.2. Key learning outcomes

• Create and manage electrical schematics.
  
• Integrate electrical designs with 3D models.
  
• Customize components and symbols to meet project requirements.

4.8.3. Training Format

Participants will learn through lectures, demonstrations, and hands-on exercises. Details can be found at SOLIDWORKS Electrical.

4.9. SOLIDWORKS Composer

4.9.1. Course overview

This course focuses on creating technical communication content, including 2D and 3D graphical content, animations, and interactive documentation using SOLIDWORKS Composer.

4.9.2. Key learning outcomes

• Generate and update technical illustrations and animations.
  
• Synchronise Composer files with CAD models.
  
• Create interactive presentations for technical communication.

4.9.3. Training Format

The course is a mix of theory and practical exercises. Learn more at SOLIDWORKS Composer.

4.10. SOLIDWORKS Advanced Assembly Modelling

4.10.1. Course overview

This advanced course dives into creating and managing complex assemblies in SOLIDWORKS. Topics include in-context design, configurations, and advanced assembly techniques.

4.10.2. Key learning outcomes

• Master techniques for handling large and complex assemblies.
  
• Utilise configurations and in-context design for efficient assembly management.
  
• Apply advanced tools for assembly analysis and optimisation.

4.10.3. Training format

The course includes hands-on sessions and case studies, providing practical experience. For more information, visit SOLIDWORKS Advanced Assembly Modelling.

4.11. SOLIDWORKS CAM Professional

4.11.1. Course overview

The SOLIDWORKS CAM course integrates CAM capabilities with SolidWorks, allowing users to program CNC machines directly from their CAD models. The training covers setup, toolpath generation, and post-processing.

4.11.2. Key learning outcomes

• Set up CAM operations and define toolpaths.
  
• Simulate machining processes and validate toolpaths.
  
• Export NC code for CNC machining.

4.11.3. Training format

This practical course provides a comprehensive understanding of the CAM workflow within SOLIDWORKS. Visit SOLIDWORKS CAM for more details.