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SolidWorks Toolbox Guide

This document provides guides for administering, customizing, and accessing the SOLIDWORKS Hole Wizard and Toolbox Database. It contains sections on upgrading the database version, setting up single and multiple user settings, customizing the toolbox with new parts and properties, editing hole wizard standards, and controlling access and display of toolbox components. The guides provide step-by-step instructions on tasks like updating the database files, setting properties for read-only access, adding custom parts and properties, and allowing or disallowing specific standards and fasteners.

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0% found this document useful (0 votes)
216 views

SolidWorks Toolbox Guide

This document provides guides for administering, customizing, and accessing the SOLIDWORKS Hole Wizard and Toolbox Database. It contains sections on upgrading the database version, setting up single and multiple user settings, customizing the toolbox with new parts and properties, editing hole wizard standards, and controlling access and display of toolbox components. The guides provide step-by-step instructions on tasks like updating the database files, setting properties for read-only access, adding custom parts and properties, and allowing or disallowing specific standards and fasteners.

Uploaded by

Andrew Mellor
Copyright
© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
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Hole Wizard and Toolbox Guide Packet

Hole Wizard and Toolbox Guide Packet

This document contains guides to many different common user actions and their best practices
involving the SOLIDWORKS Hole Wizard and Toolbox Database. This acts as a guide during
Administration, Customization, Access or Display of the Hole Wizard and Toolbox.

SECTIONS
Administration ………………………………………………………………………………………………………. 2
• Upgrade Version ………………………………………………………………………………………………. 2
User Settings: Single and Multiple Users ……………………………………………………………….. 7
• Standard Setup ………………………………………………………………………………………..………. 15
Customization ……………………………………………………………………………………………………….. 18
Adding a Custom Toolbox Part ………………………………………………………………………………. 18
• Adding or Removing a Toolbox Flag (Toolbox Part ID) ………………………………..……. 24
 Adding a Custom Property ……………………………………………………………………………… 28
• Adding Part Descriptions …………………………………………………………………………….…… 33
Standards Editing …………………………………………………………………………………………………… 41
• Copying and Customizing a Hole Wizard Standard ………………………….……………….. 41
• Creating a Custom Hole Wizard Holes ……………………………………………………………… 46
• Deleting a Custom Standard …………………………………………………………………………….. 43
Access / Display ……………………………………………………………………………………………………. 44
• Toolbox Thread Display …………………………………………………………………………..……….. 44
Disallowing an Entire Toolbox Hardware Standard ………………………………………………… 47
• Disallowing a Toolbox Fastener ………………………………………………………………………… 48
Disallowing a Hole Wizard Size ……………………………….…………………………………………….. 51
Permission Settings Overview ……….…………………………………………………………………. 53

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Hole Wizard and Toolbox Guide Packet

ADMINISTRATION

Upgrade Version
This runs through the steps necessary to manually update the Hole Wizard and Toolbox Database to
the current version under a non-PDM Pro environment. It contains two parts: one to update the
database and the secondly to update the Hole Wizard and Toolbox content itself.

From the host computer or server:

Part 1: Update the Admin Side of Hole Wizard and Toolbox Database

STEP 1: Make a backup copy of current Hole Wizard/Toolbox Database in a .zip folder (Default location:Start
menu > Computer > C: > SOLIDWORKS Data) by right-clicking and paste to Desktop (or preferred convenient
location). Then right-click and send to zip:

Note: Toolbox location is verified by accessing System Settings>Hole Wizard/Toolbox

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Hole Wizard and Toolbox Guide Packet

STEP 2: Remove Read-only status of swbrowser.sldedb, if it is Read-only. From SOLIDWORKS Corp folder of
the new install version of SOLIDWORKS (Start > Programs > Computer > Local Disk > Program Files >
SOLIDWORKS Corp), type swbrowser.sldedb into search bar on top-right. Then right-click and select Properties
(Figures 1 and 2):

Figure 1

Figure 2

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Hole Wizard and Toolbox Guide Packet

STEP 3: Open the UpdateBrowserDatabase.exe program to update the browser file (Start > Programs >
Computer > Local Disk > Program Files > SOLIDWORKS Corp > SOLIDWORKS>Toolbox > Data Utilities) by right-
clicking and selecting Run as administrator:

Make sure this is the New Install version

STEP 4: Verify that the path is correct for “Database To Update:” (C:\SOLIDWORKS
Data\lang\English\swbrowser.sldedb). Verify the path is correct for “Updating Database:” click Update:

*Note: Path for “Updating Database” needs to be the latest version installed if multiple versions are installed.
Example path: C:\Program Files\SOLIDWORKS Corp\SOLIDWORKS\Toolbox\data
utilities\lang\English\swbrowser.sldedb

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Hole Wizard and Toolbox Guide Packet

STEP 5: From within SOLIDWORKS, update the sourcing of the Toolbox. Click the system options icon (gear
icon), then select Hole Wizard/Toolbox from the menu and choose the Browse button (right of text area):

STEP 6: Browse for the SOLIDWORKS Data folder and select. Click OK:

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Hole Wizard and Toolbox Guide Packet

Part 2: Update Hole Wizard and Toolbox Database Content

STEP 1: Browse to the new install location of SOLIDWORKS (usually C: > Program Files > SOLIDWORKS Corp >
SOLIDWORKS) and type sldtoolboxupdater in the search bar, then right-click and Run as administrator:

STEP 2: Click Process to start the update (this may take a minute):

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Hole Wizard and Toolbox Guide Packet

USER SETTINGS: SINGLE AND MULTIPLE USERS


Hole Wizard and Toolbox Database settings will vary depending on the amount of users. This guide will
show the different system settings required for both the single user and multi-user setup.

From User Computer

Part 1: Single User

STEP 1: To set files to read-only (with the exception of swbrowser.sldedb and Toolboxfiles.index), browse to
the SOLIDWORKS Data folder and right-click (Start menu > Computer > C: > SOLIDWORKS Data):

STEP 2: Choose Properties from drop-down menu:

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Hole Wizard and Toolbox Guide Packet

STEP 3: Click the Read-only check box twice so it is checked, then choose Apply (this will process changes):

STEP 4: Click OK to exit out of properties:

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Hole Wizard and Toolbox Guide Packet

STEP 5: Now we need to correct for the Swbrowser.sldedb. Browse for the files (SOLIDWORKS Data > lang >
English > Swbrowser.sldedb). Right-click, then choose Properties:

STEP 6: Unselect the Read-only checkbox and click Apply. Click OK to close the window:

STEP 7: Repeat Step 6 to change Read-only status of ToolboxFiles.index (C: > SOLIDWORKS Data > browser):

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Hole Wizard and Toolbox Guide Packet

Part 2: Multi-User

Set Database Files to Read-Only

STEP 1: To set files to read-only in the Hole Wizard and Toolbox Database (with the exception of
Swbrowser.sldedb and toolboxfiles.index), browse to the SOLIDWORKS Data folder (Start menu > Computer > C:
> SOLIDWORKS Data) and right-click:

STEP 2: Choose Properties from the drop-down menu:

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Hole Wizard and Toolbox Guide Packet

STEP 3: Click the Read-only checkbox twice so it becomes checked, then hit Apply (this will process changes):

STEP 4: Click OK to exit out of properties:

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Hole Wizard and Toolbox Guide Packet

STEP 5: Now we need to correct for the Swbrowser.sldedb. Browse for the file (SOLIDWORKS Data > lang >
English > Swbrowser.sldedb) and right-click. Then choose Properties:

STEP 6: Unselect the Read-only checkbox and click Apply. Click OK to close the window:

STEP 7: Repeat Step 6 to change Read-only status of Toolboxfiles.index (C: > SOLIDWORKS Data > browser):

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Hole Wizard and Toolbox Guide Packet

Move Hole Wizard and Toolbox Database Location to Shared Folder

STEP 8: Copy Toolbox to network location. Find and cut SOLIDWORKS Data folder (Start menu > Computer > C:
> SOLIDWORKS Data):

*Note: If there is no toolbox currently (never installed), set the install location to the network folder.

*Note: Copying the existing Hole Wizard and Toolbox Database as a .zip for backup somewhere on host machine
is advised. Then, find and delete any other SOLIDWORKS Data folders that might exist on the client machines that
could get confused with the main one (Start > Computer > Local Disk > SOLIDWORKS Data).

STEP 9: Paste folder into network/shared folder location (example: Train (//Network):

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Hole Wizard and Toolbox Guide Packet

STEP 10: Open system options (within SOLIDWORKS) by choosing the icon or going to Tools > Options:

STEP 11: Select Hole Wizard/Toolbox and set the correct share location where the Toolbox exists. Verify
“Make this folder the default…” is checked:

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Hole Wizard and Toolbox Guide Packet

Standard Setup
Some users will prefer to use the default Hole Wizard and Toolbox Database settings when there is less
need for custom part numbers and part descriptions. This guide will illustrate the setup needed for the
non-custom environment.
*Note: Settings need to be adjusted on each user system if there are multiple users.

STEP 1: Find and select the Toolbox Settings program (Start > All Programs > SOLIDWORKS Tools > Toolbox
Settings):

STEP 2: From the main menu, select Define user settings:

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Hole Wizard and Toolbox Guide Packet

STEP 3: Make sure to select Create Parts, and “Always change read-only…” and set folder destination to
C:\SOLIDWORKS Data\Copied Parts:

*Note: Creating parts allows for higher performance within SOLIDWORKS by not adding size to the configurations.

STEP 4: Open SOLIDWORKS itself to check the folder search setting for Hole Wizard and Toolbox Database.
Open System Options from the main window or Tools > Options:

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Hole Wizard and Toolbox Guide Packet

STEP 5: Click Hole Wizard/Toolbox link. Make sure the “Make this folder the default search location…” option
is checked and exit out of Options:

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Hole Wizard and Toolbox Guide Packet

CUSTOMIZATION

ADDING A TOOLBOX PART


This guide shows the steps involved in adding a custom or downloaded part to your toolbox for quick
access during modeling and assembly.

From the Hole Wizard and Toolbox Administrator:


*Note: Before starting, make sure to have a fully configured part saved in a temporary location. Once the part is
brought into the toolbox, it does not carry a link to that original part for changes, so we will delete that file.
Because it is a custom part, it won’t have editable properties like normal Toolbox parts.

STEP 1: Browse to Start > Programs > SOLIDWORKS Tools > Toolbox Settings:

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Hole Wizard and Toolbox Guide Packet

STEP 2: From main Toolbox Settings menu, select Customize your hardware link:

STEP 3: Right-click on Toolbox Standards (or preferred folder in tree) and select Add File:

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Hole Wizard and Toolbox Guide Packet

 3a) Select desired part (ex. Toolbox 1 from Desktop location – Figure 1). There should now be an icon in
the main thumbnail window of the new part (Figure 2):

Figure 1

Figure 2

 3b) By clicking the thumbnail (Toolbox 1), it can be enabled/disabled (shown in SOLIDWORKS) or set
with a custom property (ex. Material):
*Note: The custom property is user-specified and the user can select which type.

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Hole Wizard and Toolbox Guide Packet

 3c) The part can later be deleted from the Toolbox by right-clicking on the part in the Standard tree and
selecting Delete:

STEP 4: Before we bring the part into SOLIDWORKS, save it so it will be recognized at that time:

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Hole Wizard and Toolbox Guide Packet

STEP 5: From the Task Pane, select Design Library and Toolbox, then scroll to find the part (ex. Toolbox 1):

STEP 6: Drag and drop file into an assembly to verify functionality:

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Hole Wizard and Toolbox Guide Packet

STEP 7: Delete original toolbox file (or compress/archive, if necessary):

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Hole Wizard and Toolbox Guide Packet

Adding or Removing a Toolbox Flag (Toolbox Part ID)


This guide shows the steps involved in changing the Document Property (Flag) of a Toolbox part so that
it is recognized as preferred as either a Toolbox part or a Standard part. For example, this may be done
after editing a standard Toolbox part and wanting it recognized as regular.

From Windows Desktop:

Part 1: Remove Toolbox Flag (No Document Property)


*Note: This is done when you want the toolbox part to become a regular part.

STEP 1: Browse to the sldsetdocprop app (Start > Computer > Local Disk > Program Files > SOLIDWORKS Corp
> SOLIDWORKS > Toolbox > Data Utilities > sldsetdocprop):

*Note: It is also possible to add folders or directories of multiple parts to change at once.

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Hole Wizard and Toolbox Guide Packet

STEP 2: Select and open preferred part to be changed (ex. Toolbox 1):

STEP 3: To check current status of part, select Show Selected Property. This should show Standard by default.
In order to have the part recognized as a regular part (not flagged) by PDM, we will change this. Select OK:

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Hole Wizard and Toolbox Guide Packet

STEP 4: Select No in the Property State, then Update to remove the flag:

Now it shows “No” for the property value when selecting “Show Selected Property.” Choose OK to close:

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Hole Wizard and Toolbox Guide Packet

Part 2: Add Toolbox Flag (Yes Document Property)


*Note: This may be done if you want the part to become a toolbox part or treated as such by the PDM.

STEP 1: Repeat Part 1: Steps 1 & 2 (above).


STEP 2: First, verify the part has a No Document property and is not recognized as a Toolbox party already.
Select Show Selected Property – it should list “No.” Click OK to close:

STEP 3: Choose Yes in Property State at top, then click Update Status. When the file attribute window appears,
select Yes to confirm:

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Hole Wizard and Toolbox Guide Packet

CUSTOM PROPERTY
This guide shows the steps involved in creating a custom hardware property in the Toolbox (ex.
Material) with multiple fasteners of the same size, but different material. The same process is used to
add other properties (ex. Density or Weight).

From User Desktop:


*Note: Make sure to verify access to SOLIDWORKS Data folder in Windows Permissions before continuation to
allow for saving. See File permission section.

STEP 1: Browse to Start > Programs >SOLIDWORKS Tools > Toolbox Settings:

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Hole Wizard and Toolbox Guide Packet

Note: For an Alternate Method of accessing the Toolbox Settings, see Section XX: Creating a Custom Hole
Wizard Threaded Hole.

STEP 2: From main Toolbox Settings menu, select Customize your hardware link:

STEP 3: To open the custom property dialog, click the new-page icon. As an example, we type “Material” as
our new property:

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STEP 4: Verify that these three options are selected and “Add as configuration…” is unchecked:
 “Each value for this property…” –Ensures that a new part file is created for each new property.

 “Show in PropertyManager…” –This enables a label to appear in SOLIDWORKS.

 “List.” –This will allow us to add our material and create a link for it.

*Note: By unchecking “Add as configuration…,” we enable a new property to be created separately from any
particular configuration.

STEP 5: Check Link to SW material and choose the Select button that appears:

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Hole Wizard and Toolbox Guide Packet

STEP 6: Browse through menu to select AISI 1010 Steel (SW Materials > Steel > AISI 1010), then enter in the
desired name and suffix:

*Note: Use Tab to move from Value to Suffix boxes. If materials are shifting around, widen your window.

STEP 7: At this point, it is suggested to save current progress in settings in case of power loss, etc.:

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STEP 8: Select the desired default material for usual use (ex. Brass):

*Note the changes to the windows below:

Material Column Added in Toolbox Settings

Material Option in SOLIDWORKS

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STEP 9: Select the Save icon to secure your changes upon exit:

Adding Part Descriptions


This guide shows how to create custom part numbers and add descriptions to parts that are used by
the Toolbox. The user can choose to do this individually or many at once, when a more descriptive
nature is needed.

STEP 1: In the following steps, create a folder to save to (if it doesn’t exist). From SOLIDWORKS Data (Start >
Programs > Local Disk > SOLIDWORKS Data), right-click to create a new folder and name it “Copied Parts,” or
similar:

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Hole Wizard and Toolbox Guide Packet

STEP 2: Click on Define user settings:

STEP 3: Click Create Parts:

*Note: In order to keep Toolbox part files from getting too large over time and slowing performance, make sure
the Create New Parts option is checked.

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STEP 4: Browse for a folder by clicking button to the right of text field:

STEP 5: Select CopiedParts and click OK (Computer > Local Disk > SOLIDWORKS Data > CopiedParts):

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Hole Wizard and Toolbox Guide Packet

Part 1: Individual Change


STEP 1: From Main Graphics area with an assembly open in SOLIDWORKS, browse to the right-side task pane
and click Design Library tab. Choose Toolbox and folder (ex. ANSI Inch > Bolts and Screws > Hex Head >Heavy
Hex Bolt). Then drag and drop into graphics area.

*Note: If Toolbox hasn’t been used in this manner before, click Add-in now in task pane, if prompted.

STEP 2: The Configure Component Dialogue box opens. From here, select Add to edit the part number and
description of this specific bolt:

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STEP 3: Enter in corresponding part number and description, then click OK to save:

STEP 4: Click on the green check mark to save this info. Now the bolt will have this specific information
available in drawings and it is saved with these properties:

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Part 2: Multiple Changes

STEP 1: With SOLIDWORKS open, select the Design Library tab from the right hand task pane and click
Configure…:

STEP 2: When the Toolbox Settings main page opens, select Customize your hardware:

*Note: When clicking Configure, it may jump straight to a certain part’s settings. Click the home icon at the top of
the page to get to this page.

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STEP 3: From the left-side folder tree, navigate to desired part for editing (ex. Heavy Hex Bolt):

STEP 4: Enter in any corresponding Part Numbers and Descriptions below. These will then appear in
SOLIDWORKS drawings and part properties:

*Note: An alternative to entering these within Toolbox Settings is to use Excel.

 4a) Select drop-down menu on far left of title bar and click Export data:

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 4b) Save Excel sheet to a desired location:

 4c) Open the sheet and do any needed editing: Note: Values are able to be entered under existing
columns in the Excel interface but a new column added will not import.

 4d) Save the sheet and import back into the Toolbox:
*Note: Administrator must be logged in to access the Import data button.

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 4e) Select the Save icon to secure your changes upon exit:

STANDARDS EDITING

Creating a Custom Hole Wizard Standard

STEP 1: From main Toolbox Settings menu, select the Hole Wizard link:

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STEP 2: Select ANSI Inch (for example) and click on the folder “copy” icon, then type the name and select the
checkmark. The new copied standard will appear at the bottom of the tree:

*Note: From here, customization of the new copied standard is now possible.

STEP 3: Select the Save icon to secure your changes upon exit:

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Deleting a Custom Standard

STEP 1: Browse down the Standard tree and select your custom Standard (ex. CustomStandard1):

STEP 2: Click on the X-marked folder icon and (unless otherwise preferred) check the “Delete associated part
files…”Hit OK:

STEP 3: Select the Save icon to secure your changes upon exit:

Creating a Custom Hole Wizard Threaded Hole

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This instruction shows how to add a Custom Hole Wizard Threaded Hole to the Database. When complete, we will
have a Custom Hole Size which works identical to the pre-made entries in the Database.

Step 1: Open SolidWorks and Go to Tools->Options-(or gear icon)>System Options->Hole


Wizard/Toolbox. In the Hole Wizard/Toolbox Window select “Configure”

Step 2: In the Toolbox Settings Tool select the Hole Wizard link.

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Step 3: Browse to the Standard and Hole Type to be added by using the arrows to expand each
heading. Example: ANSI Inch, Tapped Holes, Tapped Hole.

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Step 4: Hit the “+” Icon to Add a Size and enter the Size Information. Make note of the name used in
the Size Property here as it is needed for the Threaded Data in the next Step.
Note: The Name to Match Property is used when we change the Hole Wizard Type or Standard in
the Hole Wizard Property Manager. (Threaded Hole to Counter-Bored Hole) For example, if we
are making a Custom ¼” Hole, we can add ¼” or M6 in the Name to Match. This will set the Size
to use when switching the Hole Type or Standard. (If we want to bypass this function, add a “-“
for the Property and delete it in the list after adding the Size.)

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Step 4a: Select the Thread Data heading under Standard Properties and hit the “+” on that page to
add the Thread Data. (Use the existing entries and reference Material like the Machinery’s
Handbook to help with what data is needed in the entries.)
Important: The Full Size Property in the Thread Data must match the Size Property in the previous
step.

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Step 5: Once all the information is entered, hit the Save Icon in the top toolbar to save the changes.

Creating a Custom Hole Wizard Hole


This instruction shows how to add a Custom Hole Wizard Hole to the Database. When complete, we will have a
Custom Hole Size which works identical to the pre-made entries in the Database.

The steps for the other types of Hole Wizard Holes, Counterbore or Countersink, are the same. However, we will
be entering different Size information relevant to those types of Holes.

Step 1: Open SolidWorks and Go to Tools->Options->System Options->Hole Wizard/Toolbox. In the


Hole Wizard/Toolbox Window select “Configure”

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Hole Wizard and Toolbox Guide Packet

Step 2: In the Toolbox Settings Tool select the Hole Wizard link.

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Hole Wizard and Toolbox Guide Packet

Step 3: Browse to the Standard and Hole Type to be added by using the arrows to expand each heading.
Example: ANSI Inch, Straight Holes, Fractional Drill Sizes.

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Hole Wizard and Toolbox Guide Packet

Step 4: Hit the “+” Icon to Add a Size and enter the Size Information.
Note: The Name to Match Property is used when we change the Hole Wizard Type or Standard in
the Hole Wizard Property Manager. (Straight Hole to Counter-Bored Hole) For example, if we are
making a Custom ¼” Hole, we can add ¼” or M6 in the Name to Match. This will set the Size to
use when switching the Hole Type or Standard. (If we want to bypass this function, add a “-“ for
the Property and delete it in the list after adding the Size.)

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Hole Wizard and Toolbox Guide Packet

Step 5: Once all the information is entered, hit the Save Icon in the top toolbar to save the changes.

ACCESS / DISPLAY

TOOLBOX THREAD DISPLAY


For different preferences with performance in SOLIDWORKS, users may choose to limit certain visual
attributes. This guide will show how to adjust the threads that are displayed graphically.

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Hole Wizard and Toolbox Guide Packet

From User Desktop:

*Note: Before continuing, make sure to verify access to SOLIDWORKS Data folder in Windows Permissions allow
for saving.

STEP 1: Browse to Start > Programs > SOLIDWORKS Tools and select Toolbox Settings:

STEP 2: From main Toolbox Settings menu, select Customize your hardware link:

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Hole Wizard and Toolbox Guide Packet

STEP 3: From main Toolbox Settings menu, browse to your desired hardware (ex. For Heavy Hex Bolt, go to
ANSI Inch > Bolts and Screws > Hex Head > Heavy Hex Bolt):

STEP 4: Choose the Thread Display link from Standard Properties and deselect your desired thread types (ex.
Cosmetic and Schematic):

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Hole Wizard and Toolbox Guide Packet

*Note: To speed up performance in large assembly environments, choosing only Simplified is recommended.

STEP 5: Select the Save icon to secure your changes upon exit:

DISALLOWING AN ENTIRE TOOLBOX HARDWARE STANDARD

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Hole Wizard and Toolbox Guide Packet

STEP 1: From main Toolbox Settings menu, select Customize your hardware link (Start > Programs >
SOLIDWORKS > SOLIDWORKS Tools):

STEP 2: From the main standards menu, click on the hardware standard to be disabled (ex. AS, CISC):

*Note: By disabling a standard, it is removed from selection in SOLIDWORKS and can reduce load time.

STEP 3: Select the Save icon to secure your changes upon exit:

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Hole Wizard and Toolbox Guide Packet

Disallowing a Toolbox Fastener


This guide shows how to disable certain fastener types and eliminate them from appearing during use
in SOLIDWORKS.

From User Desktop:

STEP 1: Browse to Start > Programs > SOLIDWORKS Tools > Toolbox Settings:

STEP 2: From main Toolbox Settings menu, select Customize your hardware link:

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Hole Wizard and Toolbox Guide Packet

STEP 3: Browse through the folder tree on the left to select Heavy Hex Bolt, for example (ANSI Inch > Bolts
and Screws > Hex Head > Heavy Hex Bolt):

STEP 4: Select Size and uncheck ½” size (for example). This will remove this size from availability in Toolbox

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Hole Wizard and Toolbox Guide Packet

from SOLIDWORKS. See Alternate figure below to show step for disallow of the entire Fastener type:

Alternate Figure

STEP 5: Once all preferred changes have been made, select the Save icon to secure changes:

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Hole Wizard and Toolbox Guide Packet

DISALLOWING A HOLE WIZARD SIZE


This guide shows how to disable certain hole sizes and eliminate them from appearing during use of
the SOLIDWORKS Hole Wizard.

From User Desktop:

STEP 1: Browse to Start > Programs > SOLIDWORKS > SOLIDWORKS Tools > Toolbox Settings:

STEP 2: From main Toolbox Settings menu, select Hole Wizard link:

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Hole Wizard and Toolbox Guide Packet

STEP 3: From the left file tree, click through to Hex Screw, for example (ANSI Metric > Counterbore Holes >
Hex Screw) and uncheck the boxes for ¼” 20 pitch and ¼” 28 pitch. These are then removed from the
SOLIDWORKS user interface. For disabling an entire size, see Alternate figure below:

Alternate Figure

STEP 4: After desired changes have been made, click the Save icon before exiting:

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Hole Wizard and Toolbox Guide Packet

Permission Settings Overview


This section will explain the various options available to limit user’s permissions in the Hole Wizard and
Toolbox Database. These settings will help ensure that changes are not accidentally made by the end
users. Choose “Set permissions” from the Toolbox Setup dialog to get started.

Setting the Password


In order to change the permission settings you will first need to set a password along with a security question
and answer. Select “Change/Create” to set the password or to change it later.

After the password has been set if you ever need to make changes to the permissions, or if you need to have full
rights to make changes to toolbox components, you will need to log in by clicking the link along the top.

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Hole Wizard and Toolbox Guide Packet

Permission Settings Overview


Allow editing of content:
With this option de-selected users who start up the Toolbox Settings tool will be unable to turn on or off any
Standards, Folders, Components, and Sizes. Only after logging in with the set password can changes be made.
Additionally the Descriptions for the various Sizes cannot be changed and the “Allow custom configuration
name” cannot be toggled. All of these settings will be greyed out.

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Hole Wizard and Toolbox Guide Packet

Allow editing of Custom Properties:


With this option de-selected users who start up the Toolbox Settings Tool will be unable to toggle, change, or
add Custom Properties associated to each Toolbox component (outlined on page 28).

Allow adding of parts to Toolbox:


With this option de-selected users who start up the Toolbox Settings Tool will be unable to add their own
custom components to the Toolbox (outlined on page 18).

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Hole Wizard and Toolbox Guide Packet

Allow editing Part Numbers:


With this option de-selected users who start up the Toolbox Settings Tool will be unable to change the values
under the Part Number column while browsing the list of sizes. The cell will be greyed out.

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Hole Wizard and Toolbox Guide Packet

Allow editing of Configuration Name/File Name:


With this option de-selected users who start up the Toolbox Settings Tool will be unable to modify the file name
associated to each Toolbox component. The field will be greyed out.

Additionally when users insert a Toolbox Component into their assembly they will not be allowed to change the
Configuration name.

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Hole Wizard and Toolbox Guide Packet

User Settings:
With the option “Set separately for each user” each user may have a different set of selections for the User
Settings. If the “Allow user to change” option is selected the user may adjust the User Settings if they wish.
Alternatively if “Set the same for all users” is active then all of the User Settings will be greyed out and the users
will be unable to change the settings without the password.

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Hole Wizard and Toolbox Guide Packet

Smart Fasteners:
With the option “Set separately for each user” each user may have a different set of selections for the Configure
Smart Fastener settings. If the “Allow user to change” option is selected the user may adjust the Smart Fastener
settings if they wish. Alternatively if “Set the same for all users” is active then all of the Smart Fastener settings
will be greyed out and the users will be unable to change the settings without the password.

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