CUSTOMTOOLS 2016 SP4.0  
Automate your daily routines
Designed by Jomet Oy
What Is New?
.
Copyright © 2016 ATR Soft Ltd. All rights reserved
Table of Contents
  
INTRODUCTION ............................................................................................... 4
About this Document..................................................................................................4
Intended Audience ....................................................................................................................4
Using this Document ..................................................................................................5
Conventions used in this document .......................................................................................5
USER INTERFACE............................................................................................ 6
SOLIDWORKS add-in uses command manager ....................................................................6
CUSTOMTOOLS menu commands in SOLIDWORKS ............................................................6
INSTALLATION................................................................................................. 7
CUSTOMTOOLS installation package .......................................................................7
Microsoft SQL Server Express Edition .....................................................................7
Supported SOLIDWORKS Versions ...........................................................................7
SOLIDWORKS eDrawings ...........................................................................................7
Supported eDrawings Versions ...............................................................................................8
Supported Operating Systems ..................................................................................8
NEW FEATURES .............................................................................................. 9
Compatible with SOLIDWORKS 2016 ......................................................................9
SERVICE PACKS............................................................................................ 10
Service Pack 0.0 ...................................................................................................... 10
Standalone Import Tool ......................................................................................................... 10
Service Pack 1.0 ...................................................................................................... 11
SOLIDWORKS Version Selection in Standalone Import .................................................... 11
Changing Component Quantities in Batch Operations ..................................................... 12
WHAT IS NEW
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Service Pack 2.0 ...................................................................................................... 14
CUSTOMTOOLS Customer Experience Feedback .............................................................. 14
Simplified Import Command in Command Manager......................................................... 15
Updated PDF Library in PDF File Conversion ..................................................................... 16
ToolWorks Profile Migration.................................................................................................. 16
Migrate with Help of the CUSTOMTOOLS Profile Converter....................................................................... 17
Migrate with Help of the CUSTOMTOOLS Administration Tool .................................................................. 19
Vertex Flow 2016 Support in CUSTOMFLOW ..................................................................... 20
Service Pack 3.0 ...................................................................................................... 20
Part and Assembly Scope Properties in Model Combination Editor ............................... 20
Journal Log File ...................................................................................................................... 21
Service Pack 4.0 ...................................................................................................... 22
Support for The SOLIDWORKS 2017 Files ......................................................................... 22
Enhancements in the Copy Feature .................................................................................... 22
Last Action and The Configuration Selection Are Remembered ............................................................... 22
Dynamic Property Combinations Are Always Regenerated........................................................................ 23
Possibility to Choose Whether or Not to Write the new Combination Property Values............................  23
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Introduction
About this Document
This  document  highlights  and  helps   you  to  learn  the  new  functionalities  introduced   in  the
CUSTOMTOOLS 2016  for SOLIDWORKS product  family. This document  also introduces concepts
and provides use case examples for many of the new functions.
Intended Audience
This document is for experienced users of CUSTOMTOOLS  software and assumes that you have a
good working knowledge  of an earlier release.  If you are new  with the software,  please begin by
reading the CUSTOMTOOLS Getting Started Guide.
To  learn CUSTOMTOOLS  usage by  an example  based way,  you may  want to take  a  look to  the
CUSTOMTOOLS  tutorials.   You  can   also  watch  CUSTOMTOOLS   introduction  videos  from   the
CUSTOMTOOLS YouTube channel.
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Using this Document
The following conventions are used in this document to refer different kind of things.
Conventions used in this document
Convention
Meaning
Bold
Any  CUSTOMTOOLS  command, menu  item  or,
an example file
Italic
Refers to other documents or emphasizes text
Tip  or  Note.  You  can  find  useful  tips  and/or
important notes  by the Tip  and Notes included
in the text.
References CUSTOMTOOLS help
Blue Underlined
Hyperlinks to  CUSTOMTOOLS help  or a  Hands-
on example
A   link   to   a   video  available   online   at   the
CUSTOMTOOLS  YouTube   channel.   The  video
links  you  can  find from  the  document  are  in
relation to  a topic  the video  link  is associated
to.
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User Interface
SOLIDWORKS add-in uses command manager
CUSTOMTOOLS   2016   is   integrated  into   the   SOLIDWORKS   command   manager.   You  can
customize the  CUSTOMTOOLS command manager  by managing the  available commands based
on the document type which is open.
1.
CustomTools command manager in SOLIDWORKS 2016.
CUSTOMTOOLS menu commands in SOLIDWORKS
The most  of the CUSTOMTOOLS  commands are available  only if there  is at  least one document
open  in   SOLIDWORKS.  The   Copy,  Print   and  Convert,  Import,   Options  and   the  DataServer
commands  are   always  available   in  the  CustomTools   menu  even   if  you  do   not  have   any
documents open in SOLIDWORKS.
NOTE: The Import  feature is launched in the  Import SOLIDWORKS Files  mode when there
are no documents open in SOLIDWORKS while the Import command is clicked.
In  the   CUSTOMTOOLS  toolbar,   all  the  icons   are  visible   whether  or  not   a  file   is  open  in
SOLIDWORKS but only the ones which could be performed without open document are enabled.
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Installation
CUSTOMTOOLS installation package
CUSTOMTOOLS   installation   packages    are   available   in   the   CUSTOMTOOLS    website.
CUSTOMTOOLS  installation  packages  have  installers  for  32-bit  (x86)  and  64-bit  (x64)
platforms included. 64-bit installer includes   all CUSTOMTOOLS products whereas  32-bit
installer only includes 32-bit version of Microsoft SQL Server.
NOTE:  CUSTOMTOOLS   Installers   are  platform   specific  for   32-  and   64-bit  operating
systems. This means that you  cannot run 32-bit CUSTOMTOOLS installer on  a workstation
that have 64-bit operating system and vice versa.
Microsoft SQL Server Express Edition
CUSTOMTOOLS works  in association with  a Microsoft SQL  Server database. If  your environment
does  not  already  have  the  SQL  Server  installed,  you  can  install  it  from  the  CUSTOMTOOLS
package.  The CUSTOMTOOLS  2016  package have  a  Microsoft SQL  Server  2014 Express  SP1
included that you can use for the CUSTOMTOOLS database purposes.
Supported SOLIDWORKS Versions
CUSTOMTOOLS 2016 supports the 64-bit editions of the following SOLIDWORKS versions:
SOLIDWORKS 2013
SOLIDWORKS 2014
SOLIDWORKS 2015
SOLIDWORKS 2016
SOLIDWORKS eDrawings
CUSTOMTOOLS Viewer  require that you  have SOLIDWORKS eDrawings  installed. CUSTOMTOOLS
2016
installation package  have the  SOLIDWORKS  eDrawings 2016  included. When  you install
CUSTOMTOOLS Viewer  to a workstation which does  not have SOLIDWORKS  eDrawings installed,
the SOLIDWORKS eDrawings will be installed into your workstation with CUSTOMTOOLS Viewer.
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Supported eDrawings Versions
Please refer to the  Supported SOLIDWORKS Versions  list above for the SOLIDWORKS  eDrawings
version support in CUSTOMTOOLS.
Supported Operating Systems
CUSTOMTOOLS  2016  is supported  on  the  64-bit  editions of  the  following  Microsoft  Windows
operating systems:
Workstation Operation Systems
Operating System
SOLIDWORKS Version
2013
Microsoft Windows Vista SP2
Microsoft Windows 7 SP1
Microsoft Windows 8
2013 - 2016
2013 - 2015
Microsoft Windows 8.1
Microsoft Windows 10
2014 SP1 - 2016
2015 SP5 - 2016
Server Operating Systems
SQL Server for CUSTOMTOOLS and CUSTOMTOOLS  License Manager can be installed in following
Microsoft server operating systems.
Microsoft Windows Server 2008
Microsoft Windows Server 2008 R2
Microsoft Windows Server 2012
Microsoft Windows Server 2012 R2
NOTE:  CUSTOMTOOLS  2016   is  the  last  major  version   of  CUSTOMTOOLS  with  32-bit
installation   package   available.   CUSTOMTOOLS   major   releases  beginning   from   the
CUSTOMTOOLS 2017 version are available for 64-bit (x64) operating systems only.
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New Features
The new features  section is used  to describe the  completely new features that  have not existed
in any of the older releases of CUSTOMTOOLS.
Compatible with SOLIDWORKS 2016
CUSTOMTOOLS  2016 brings  compatibility for  the SOLIDWORKS  2016. CUSTOMTOOLS  2016 is
still compatible also with older  versions of SOLIDWORKS back to the SOLIDWORKS  2013 version
but CUSTOMTOOLS 2016 will not support SOLIDWORKS 2017 version.
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Service Packs
This  section  describes  new  features  and  changed  functionality introduced  in  CUSTOMTOOLS
2016
service packs.
Service Pack 0.0
Standalone Import Tool
A shortcut icon for the CUSTOMTOOLS Standalone Import Tool is automatically added to Windows
Start  menu when installed.  The Standalone  Import Tool  could be  used to  import SOLIDWORKS
files and their reference data into the CUSTOMTOOLS database.
Tool requires  a SOLIDWORKS installation but  is run outside  SOLIDWORKS process. Tool  is used
for  instance in  association  with  bi-directional Excel  link  which  allows batch  modifying  custom
properties of SOLIDWORKS models in Excel without SOLIDWORKS installation.
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Service Pack 1.0
SOLIDWORKS Version Selection in Standalone Import
A new  option to  select the  SOLIDWORKS version to  use is  now available  in the  CUSTOMTOOLS
Standalone Import tool. The  new option is called SOLIDWORKS version to use and  it is located in
the CUSTOMTOOLS Import dialog box.
2.
The new  SOLIDWORKS  version to  use  option in  the Import  dialog  box. This  option is  enabled only  in  the Import
Standalone tool.
The SOLIDWORKS version  selected is used to determine  the SOLIDWORKS version to  use to run
the  import process.  To  use  the SOLIDWORKS  version  assigned  as the  default  application  for
opening the SOLIDWORKS files in Windows, use the <Use default> option as shown in the picture
2
above.
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Changing Component Quantities in Batch Operations
When  the user  manually make  changes  to the  components’  quantities on  the  CUSTOMTOOLS
batch  operations, the  user  get  prompted  to choose  whether  to  apply the  changed  quantities
automatically  to  all selected  batch  operations  (batch printing  profiles  and  the  file conversion
rules) selected.
A  prompt  shown   in  the  following  picture  3  appear  when   the  user  accept  changes  on  the
component quantities.
3.
A prompt to choose whether or not to apply the quantity changes to all selected batch operations.
Selecting  Yes  in the  prompt,  the  quantity  changes  are  applied to  all  selected  batch  printing
profiles and  to the  file conversion  rules. Selecting  No applies  the changes only  to the  selected
batch printing profile or file conversion rule.
No matter what choice was made in the prompt shown in the picture 3, the Add quantity  option in
the Additional Options  tab (picture  4) is automatically  selected so you do  not have to  select the
option manually to print the quantity values to the output documents of the CUSTOMTOOLS batch
operation.
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4.
The Add  quantity option  in the  Additional Options  tab is  automatically selected when  the  quantities are manually
changed by the user.
License Level Requirement
CUSTOMTOOLS Basic license is required.
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Service Pack 2.0
CUSTOMTOOLS Customer Experience Feedback
The  CUSTOMTOOLS  crash  reporting   feature  used  by  the  CustomTools  Customer  Experience
Feedback dialog box, is enhanced in the CUSTOMTOOLS 2016 SP2 version.
The  CustomTools  Customer  Experience Feedback  dialog  box  now  have  a  new  textbox  called
Describe what you  were doing when the error  occurred. Using the Describe  what you were doing
when  the   error  occurred  box   you  can  provide   more  detailed  information  about   the  crash
occurred.
Anohter new option  in the CustomTools  Customer Experience Feedback dialog  box, is the I  have
seen  the  same error  before  option.  Select  the  I  have  seen the  same  error  before  option  to
indicate to the CUSTOMTOOLS developers that  you did not encounter the same crash for the first
time.
5.
The new options  in the CustomTools Customer Experience  Feedback dialog box for  providing additional information
about a CUSTOMTOOLS crash occurred.
License Level Requirement
No requirements related to the CUSTOMTOOLS license level.
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Simplified Import Command in Command Manager
The Import command in the CUSTOMTOOLS command manager in SOLIDWORKS have now a new
working principle.
In the CUSTOMTOOLS  2016 SP2 version,  the Import command  in the CUSTOMTOOLS  command
manager  in SOLIDWORKS  opens  a  menu  from where  you  can  choose whether  to  import  the
SOLIDWORKS  files into  the CUSTOMTOOLS  database or,  to convert  the  Solid Edge  files to  the
SOLIDWORKS file format.
6.
The Import command opens a menu for selecting the mode to open the Import feature in.
Earlier, the  Import command remembered  the last selected  mode for the  Import feature but,  to
improve the command manager’s  reliability, the Import  command does no longer remember last
mode selection so the desired mode have to be selected by the user  every time while starting the
CUSTOMTOOLS Import feature.
License Level Requirement
No requirements related to the CUSTOMTOOLS license level.
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Updated PDF Library in PDF File Conversion
Due  to instability  issues, the  Debenu  Quick PDF  Library  used in  the CUSTOMTOOLS  Print  And
Convert  feature  to for  example  merge  converted  SOLIDWORKS  documents into  a  single  PDF
document have been updated to a newer version.
This update  improves stability  of the  Print And  Convert feature  when merging  or imposing PDF
documents converted from SOLIDWORKS files.
License Level Requirement
No requirements related to the CUSTOMTOOLS license level.
ToolWorks Profile Migration
CUSTOMTOOLS   2016   SP2  version   introduces   a   migration   possibility   from   ToolWorks   to
CUSTOMTOOLS.   The  new   migration   capability   allow  the   users   to   convert  the   ToolWorks
Configuration Files (*.sdhini) to the CUSTOMTOOLS profiles (*.ctprof).
The ToolWorks profile  migration feature  is available in the  CUSTOMTOOLS Profile  Converter tool
and, in the Import Profile feature in the CUSTOMTOOLS Administration Tool.
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Migrate with Help of the CUSTOMTOOLS Profile Converter
You  can  convert  your  ToolWorks  Configuration File  (*.sdhini)  to  a  CUSTOMTOOLS  profile  file
(*.ctprof)
with help of the CUSTOMTOOLS Profile Converter tool.
7.
Select the ToolWorks option in the CUSTOMTOOLS Profile Converter  tool to convert ToolWorks Configuration File into
the CUSTOMTOOLS Profile File.
The new  option called  ToolWorks in  the CUSTOMTOOLS  Profile Converter  (Picture 7)  is used  to
begin migration from the ToolWorks to CUSTOMTOOLS.
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8.
ToolWorks  Configuration File  path  and,  the CUSTOMTOOLS  Profile's  target path  definition  in  the CUSTOMTOOLS
Profile Converter.
The  rest  of  the  ToolWorks  migration  to  the CUSTOMTOOLS  using  the  CUSTOMTOOLS  Profile
Converter works similar like the migrations from the other supported profile types.
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Migrate with Help of the CUSTOMTOOLS Administration Tool
The ToolWorks Configuration File (*.sdhini)  could be migrated to the CUSTOMTOOLS database as
a  CUSTOMTOOLS profile  also by  using  the CUSTOMTOOLS  Administration  Tool’s Import  Profile
feature.
9.
The CUSTOMTOOLS Import Profile feature now support also the ToolWorks Configuration  File type as a source file for
the CUSTOMTOOLS database profile.
Select  the ToolWorks  Configuration  File  (*.sdhini)  as the  source  file  type  in the  file  type box
associated  to  the  File  name  box  in  the  Import   Profile  dialog  box  (Picture  9)  to  import  the
ToolWorks profile into the CUSTOMTOOLS database.
The  rest  of  the  ToolWorks  profile migration  in  the  CUSTOMTOOLS  Administration  Tool  works
similar like  the  migrations from  the other  source profile  types to  the CUSTOMTOOLS  database
profile.
Please refer  to  the CUSTOMTOOLS  Helps for  more information  about the  CUSTOMTOOLS
Import Profile feature.
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Vertex Flow 2016 Support in CUSTOMFLOW
CUSTOMFLOW now supports Vertex Flow version 2016.
License Level Requirement
CUSTOMFLOW PDM Connector license is required.
Service Pack 3.0
Part and Assembly Scope Properties in Model Combination Editor
Earlier,  the CUSTOMTOOLS Model  Combination  editor have  shown only  CustomProperties from
the Model  scope in the  list of the  available properties. Now,  the Model  Combination editor also
show the CustomProperties in the list that are defined in the Part or Assembly scope.
10.
Part and  Assembly scope CustomProperties  are now available  in the CustomProperties  list in the  CUSTOMTOOLS
combination editor.
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This enhancement  makes easier to create  combinations used with the  SOLIDWORKS models as
you can also select the part and assembly properties to the combination’s  Format String from the
CustomProperties list (Picture 10).
License Level Requirement
No requirements related to the CUSTOMTOOLS license level.
Journal Log File
CUSTOMTOOLS   now   creates   a   Journal   Log   file   to   track   the   actions   done   during   the
CUSTOMTOOLS session. Actions from the CUSTOMTOOLS Batch operations (Batch  Printing, Batch
File Conversion) and from the CustomProperties writing are recorded into  the journal file. Also the
start of the CUSTOMTOOLS session is recorded into the Journal Log File.
In support purposes, the  CUSTOMTOOLS Journal Log file could be  used to track issues related to
the actions of which actions are recorded  to the Journal Log file. In case you  encounter any issue
on CUSTOMTOOLS  Batch Operations  or on  tasks in  related to the  actions on  CustomProperties
writing, you can send the CUSTOMTOOLS Journal Log file to the CUSTOMTOOLS support.
CUSTOMTOOLS creates  the Journal  Log file  called CUSTOMTOOLS Journal.txt,  into the  following
location:
C:\Users\<WindowsUserName>\AppData\Local\ATR Soft Oy\CustomTools
The journal  file is also  included in the  CUSTOMTOOLS application  crash email which  you
can send to the CUSTOMTOOLS Team in case of an application error.
A CUSTOMTOOLS  Journal File  is created  per SOLIDWORKS process.  One SOLIDWORKS  process
simultaneously is  supported so  if you are  running more than  one SOLIDWORKS  instance at the
time, the CUSTOMTOOLS Journal Log File could not be created.
License Level Requirement
No requirements related to the CUSTOMTOOLS license level.
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Service Pack 4.0
Support for The SOLIDWORKS 2017 Files
CUSTOMTOOLS  2016  SP4 supports  SOLIDWORKS  Previous  Version Interoperability.  It  means,
that when  using SOLIDWORKS 2016 SP5  along with CUSTOMTOOLS  2016 SP4, CUSTOMTOOLS
can read  files that  are made with  SOLIDWORKS  2017 version. For  instance, you’ll  see preview
images and you can search and open files. You are also able to for instance run batch  conversion
for part and assembly files.
NOTE: SOLIDWORKS  Previous  Version Interoperability  supports  only part  and assembly
documents, not drawings.
NOTE: If  you open future  version file  in SOLIDWORKS, all  CUSTOMTOOLS commands are
disabled   in   menu,  toolbar   and   command   manager  bar.   This   is   because  of   how
SOLIDWORKS functions.
CUSTOMTOOLS  2016   SP4  Viewer   fully  supports   SOLIDWORKS  2017   files  including   parts,
assemblies and drawings.
NOTE: Any service pack of the CUSTOMTOOLS  2016 SOLIDWORKS Add-In does not run on
SOLIDWORKS 2017.
License Level Requirement
No requirements related to the CUSTOMTOOLS license level.
Enhancements in the Copy Feature
The  CUSTOMTOOLS Copy  feature  have  few enhancements  to  introduce in  the  CUSTOMTOOLS
2016
SP4 version.
Last Action and The Configuration Selection Are Remembered
The  Copy  feature  in  CUSTOMTOOLS now  remembers  the  Action  and  Configuration  that  were
selected   on  the   previous  session.   So  when   you  use   the  Copy   feature  and   then  restart
SOLIDWORKS,   the   Action   and  Configuration    selections  are   retained   from   your   previous
SOLIDWORKS session.
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Dynamic Property Combinations Are Always Regenerated
Property combinations  that are not  part of the  filename are  now also  re-generated in the  Copy.
Previously only  properties having static  combination format string  defined were supported.  Now
CUSTOMTOOLS also support properties  whose combination format is defined by dropdown  menu
(“Combobox”). If  combination format is  not given during  copy operation then  it’s read from  files
being copied.
Possibility to Choose Whether or Not to Write the new Combination Property Values
The
icons associated to  the CUSTOMTOOLS Combination  Properties are now always  enabled
to let  the user  to choose  whether or not  to generate  and write  specific combination  values. To
enable  updating  property value  defined  by  combination,  click  the
property.
button  associated  with
11.
The user  can now choose  whether or  not to generate  and write the  combination property  values while using  the
Copy feature.
License Level Requirement
CUSTOMTOOLS Professional license is required in order to use the Copy feature.
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