FOCUS ON REAL DESIGN AUTOMATE THE REST CUSTOMTOOLS 2025 SP1.0 What is New?

:: CUSTOMTOOLS is a product of ATR Soft Oy :: info@customtools.info :: www.customtools.info :: Page 2 Table of Contents INTRODUCTION ......................................................................................... 3 About this Document ...................................................................................... 3 Intended Audience ...................................................................................................... 3 Using this Document ...................................................................................... 4 Conventions used in this document .......................................................................... 4 USER INTERFACE ..................................................................................... 5 Integration to SOLIDWORKS .......................................................................... 5 Command Manager .................................................................................................... 5 CUSTOMTOOLS Features in SOLIDWORKS ............................................................... 5 INSTALLATION .......................................................................................... 6 CUSTOMTOOLS installation package ............................................................ 6 Microsoft SQL Server Express Edition ........................................................... 6 Supported SOLIDWORKS Versions ................................................................ 7 SOLIDWORKS eDrawings ............................................................................... 7 Supported eDrawings Versions .................................................................................. 7 Supported Operating Systems ....................................................................... 8 NEW FEATURES........................................................................................ 9 Compatible with SOLIDWORKS 2025 ........................................................... 9 SERVICE PACKS .....................................................................................10 Service Pack 0.0 ........................................................................................... 10 Possibility to hide annotations of inserted parts in dimension picking................. 10 Extended number format support for Custom Scopes’ Quantities ....................... 11 Extended number format support for BOM Quantity Properties ........................... 12 Length and Mass Unit Conversions & Numeric Representations for Export ........ 13 Weldment Cutting Waste Optimization Report ....................................................... 14 Business Central integration: Production BOM Version support ........................... 16 Business Central integration: Allow User to ignore/delete Ghost Lines ............... 18

:: CUSTOMTOOLS is a product of ATR Soft Oy :: info@customtools.info :: www.customtools.info :: Page 3 Service Pack 1.0 ........................................................................................... 20 TECH ALERT – SPR 8609 ......................................................................................... 20 Business Central integration: Upload converted documents ................................ 21 Odoo ERP Integration V2: A Complete Redesign .................................................... 23 Introduction About this Document This document highlights and helps you to learn the new functionalities introduced in the CUSTOMTOOLS 2025 for SOLIDWORKS product family. This document also introduces concepts and provides use case examples for many of the new functions. If a feature has specific license level requirement, this is clearly noted in a subtopic when the feature is introduced. Features that don’t have the subtopic about license requirements are present for all CUSTOMTOOLS users regardless of the license level. Intended Audience This document is for experienced users of CUSTOMTOOLS software, assuming that you have a good working knowledge of the earlier CUSTOMTOOLS releases. If you are new with the software, CUSTOMTOOLS is designed to guide you various wizards, and we recommend you pay close attention to the 1 st Launch Tutorials. To learn CUSTOMTOOLS usage by an example-based way, you may want to look at the other CUSTOMTOOLS tutorials, too. You can also watch CUSTOMTOOLS tutorial videos from the CUSTOMTOOLS YouTube channel.

:: CUSTOMTOOLS is a product of ATR Soft Oy :: info@customtools.info :: www.customtools.info :: Page 4 Using this Document This manual uses the following conventions 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. Orange Underlined Hyperlinks to CUSTOMTOOLS help or a Hands-on example. Reference to the CUSTOMTOOLS helps. A link to a video available online at the CUSTOMTOOLS YouTube channel. The video links you can find from the document, are related to the topic that the video link is associated to.

:: CUSTOMTOOLS is a product of ATR Soft Oy :: info@customtools.info :: www.customtools.info :: Page 5 User Interface Integration to SOLIDWORKS Command Manager CUSTOMTOOLS has a command manager 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. Picture 1. CUSTOMTOOLS Command Manager in SOLIDWORKS. CUSTOMTOOLS Features in SOLIDWORKS The most of the CUSTOMTOOLS commands are available only if there is at least one document open in SOLIDWORKS. The Copy, Print/Convert, Import, Options and the Server commands are always available in the CUSTOMTOOLS menu even if you do not have any documents open in SOLIDWORKS. NOTE: The Import feature appears in the Import SOLIDWORKS Files mode when no documents are open in SOLIDWORKS when you click the Import command. In the CUSTOMTOOLS toolbar, all the icons are visible whether any documents are open in SOLIDWORKS but only the ones performable without open documents, are enabled.

:: CUSTOMTOOLS is a product of ATR Soft Oy :: info@customtools.info :: www.customtools.info :: Page 6 Installation CUSTOMTOOLS installation package CUSTOMTOOLS installation packages are available only for 64-bit Microsoft Windows operating systems. Microsoft SQL Server Express -edition is also included in the CUSTOMTOOLS installer package as a 64-bit edition. For the SQL Server maintenance tasks, the Microsoft SQL Server Management Studio is included in the CUSTOMTOOLS installation package as an optional feature. NOTE: You cannot use 64-bit installers in 32-bit operating systems. 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 should install it from the CUSTOMTOOLS package. The CUSTOMTOOLS 2025 package has Microsoft SQL Server 2019 Express included that you can use for the CUSTOMTOOLS database purposes. In addition, you can install Microsoft SQL Server 2019 Management Studio for advanced database maintenance operations. NOTE! SQL Server 2019 has higher system requirements than CUSTOMTOOLS, and therefore when installing Database component using CUSTOMTOOLS installer, you must also consider requirements of SQL Server 2019. For example, you cannot install CUSTOMTOOLS Database on Windows Server 2012 using the CUSTOMTOOLS installer, however, you can install e.g., SQL Server 2016 to Windows Server 2012 manually and host CUSTOMTOOLS Database in it.

:: CUSTOMTOOLS is a product of ATR Soft Oy :: info@customtools.info :: www.customtools.info :: Page 7 Supported SOLIDWORKS Versions CUSTOMTOOLS 2025 supports 64-bit editions of the following SOLIDWORKS versions: • SOLIDWORKS 2025 • SOLIDWORKS 2024 • SOLIDWORKS 2023 • SOLIDWORKS 2022 SOLIDWORKS eDrawings CUSTOMTOOLS Viewer requires that you have SOLIDWORKS eDrawings installed. CUSTOMTOOLS 2025 installation package includes SOLIDWORKS eDrawings 2025 version. In case the CUSTOMTOOLS Viewer is being installed into a workstation that does not have the SOLIDWORKS eDrawings already installed, the latest version of the eDrawings included in the CUSTOMTOOLS installer is being automatically installed too. Supported eDrawings Versions Please refer to the Supported SOLIDWORKS Versions list above for the SOLIDWORKS eDrawings version support in CUSTOMTOOLS.

:: CUSTOMTOOLS is a product of ATR Soft Oy :: info@customtools.info :: www.customtools.info :: Page 8 Supported Operating Systems CUSTOMTOOLS 2025 support 64-bit editions of the following Microsoft Windows operating systems: Workstation Operation Systems Table 1 - Workstation operating systems supported by CUSTOMTOOLS Operating System SOLIDWORKS Version Microsoft Windows 11 2022 SP2 - Present Microsoft Windows 10 2015 SP5 - Present Server Operating Systems You can install the SQL Server for CUSTOMTOOLS and CUSTOMTOOLS Network License Manager to following Microsoft Windows Server operating systems. Possible Service Pack (SP) number associated with operating system indicates minimum required service pack for the specific operating system. • Microsoft Windows Server 2022 • Microsoft Windows Server 2019 • Microsoft Windows Server 2016 NOTE! SQL Server 2019 has higher system requirements than CUSTOMTOOLS, and therefore when installing Database component using CUSTOMTOOLS installer, you must also consider requirements of SQL Server 2019. For example, you cannot install CUSTOMTOOLS Database on Windows Server 2012 using the CUSTOMTOOLS installer, however, you can install e.g., SQL Server 2016 to Windows Server 2012 manually and host CUSTOMTOOLS Database in it.

:: CUSTOMTOOLS is a product of ATR Soft Oy :: info@customtools.info :: www.customtools.info :: Page 9 New Features The new features section describes the completely new features that have not existed in any of the older releases of CUSTOMTOOLS. Compatible with SOLIDWORKS 2025 CUSTOMTOOLS 2025 comes with compatibility for the SOLIDWORKS 2025 version. CUSTOMTOOLS 2025 is still compatible with older versions of SOLIDWORKS back to the SOLIDWORKS 2022 version.

:: CUSTOMTOOLS is a product of ATR Soft Oy :: info@customtools.info :: www.customtools.info :: Page 10 Service Packs This section describes new features and changed functionality introduced in CUSTOMTOOLS 2025 service packs. Service Pack 0.0 Possibility to hide annotations of inserted parts in dimension picking When using Dimension properties, by default, CUSTOMTOOLS shows all dimension annotations of the design and its inserted parts for easy picking. However, if e.g. skeleton model design methodology is used, the inserted part might have hundreds of dimensions that are not relevant from the current design’s perspective. This release introduces an option to not show dimensions of inserted parts for Dimension Properties and it’s recommended to enable this option if skeleton model design methodolgy is used. Picture 1. The new option in Profile Options --> Properties License Requirements CUSTOMTOOLS Basic

:: CUSTOMTOOLS is a product of ATR Soft Oy :: info@customtools.info :: www.customtools.info :: Page 11 Extended number format support for Custom Scopes’ Quantities CustomScope Properties are very useful for adding additional BOM lines of different non-designed items to Export, and therefore for various reports and integrations. Quantity Property for CustomScopes was introduced in CUSTOMTOOLS 2024 SP0, but it only supported whole numbers. CUSTOMTOOLS 2025 SP0 introduces powerful decimal and fractional number detection engine, that applies also for Material Quantities of Custom Scopes in Export. Picture 2. Examples of CustomScope’s typed-in quantity detection in Export License Requirements CUSTOMTOOLS Professional (Export)

:: CUSTOMTOOLS is a product of ATR Soft Oy :: info@customtools.info :: www.customtools.info :: Page 12 Extended number format support for BOM Quantity Properties Like Quantity Property for CustomScopes, also BOM Quantity Property has full support of the new decimal and fractional number detection engine introduced in this release. See example list of supported formats in Picture 2 of previous section. Note! SOLIDWORKS BOM does not support all the decimal and fractional formats that CUSTOMTOOLS supports. Picture 3. BOM Quantity 2½ affecting the Material Quantity in Export License Requirements CUSTOMTOOLS Professional (Export)

:: CUSTOMTOOLS is a product of ATR Soft Oy :: info@customtools.info :: www.customtools.info :: Page 13 Length and Mass Unit Conversions & Numeric Representations for Export CUSTOMTOOLS 2025 SP0 utilizes its new decimal and fractional number detection engine for all Properties in Export and can detect those even from linked value -combinations. In addition, the Export can now detect the document units used for length and mass; thus it can provide extremely versatile reports and work as integration data source, with consistent units and number formats, regardless of units used with the designs. Picture 4. Mass and Length unit conversion examples in Export The export also supports re-formating any attributes having detectable numeric value. License Requirements CUSTOMTOOLS Professional

:: CUSTOMTOOLS is a product of ATR Soft Oy :: info@customtools.info :: www.customtools.info :: Page 14 Weldment Cutting Waste Optimization Report CUSTOMTOOLS 2025 introduces new Export Profile Type called ‘ Weldment Cutlist Report’. In this Export profile, the full structure of the design is reduced to only its unique Weldment Profiles; grouped by their profile names, lengths and end-angles. User can define available stock lengths for each profile and let CUSTOMTOOLS Export to attempt optimizing the weldment cuts for minimal waste. The optimization is not perfect. However, this can be very useful if no other optimization method is available, or if the optimization must be further specialized e.g. to take also quantities of available stock profiles in account from an ERP system. Picture 5a. And example design using weldments in wood-working

:: CUSTOMTOOLS is a product of ATR Soft Oy :: info@customtools.info :: www.customtools.info :: Page 15 Picture 5b. The design structure reduced to its unique weldments i.e. similar cuts of the same Pine wood Picture 5c. The generated report includes stock profile picking list which could also be used as purchase list License Requirements CUSTOMTOOLS Professional

:: CUSTOMTOOLS is a product of ATR Soft Oy :: info@customtools.info :: www.customtools.info :: Page 16 Business Central integration: Production BOM Version support CUSTOMTOOLS 2024 introduced Export to Business Central’s Production BOMs, and now CUSTOMTOOLS 2025 extends that by adding support for Production BOM Versions. This could be very useful e.g. when combined with SOLIDWORKS PDM Professional’s revisioning and approval worfklow. Picture 6a. Component 00028 Rev ‘A’ Exported as Production BOM Version ‘A’

:: CUSTOMTOOLS is a product of ATR Soft Oy :: info@customtools.info :: www.customtools.info :: Page 17 Picture 6b. Component 00028 has new revision ‘B’ and is Exported as Production BOM Version ‘B’. Its Production BOM Version ‘A’ is left untouched. License Requirements CUSTOMTOOLS Professional + CUSTOMTOOLS Business Central ERP Integration

:: CUSTOMTOOLS is a product of ATR Soft Oy :: info@customtools.info :: www.customtools.info :: Page 18 Business Central integration: Allow User to ignore/delete Ghost Lines If Business Central Assembly BOM, Production BOM, or Production BOM Version contains an item that does not exists in current design, that is referred to as ‘Ghost Line’, and CUSTOMTOOLS will show those lines in Export if configured so. By default, CUSTOMTOOLS will also either ignore them or delete them based on current settings. CUSTOMTOOLS 2025 introduces possibility for related user decision, i.e. use can decide whether the BOM Line in question should be removed from Business Central BOM or just ignored. This can be done via right click context menu for ghost lines in Export. Picture 7a. 00046 has been removed from the design but is still present in Production BOM Version in Business Central. Current Export settings seem to delete such ghost lines by default.

:: CUSTOMTOOLS is a product of ATR Soft Oy :: info@customtools.info :: www.customtools.info :: Page 19 Picture 7b. User can utilize the right click menu to override the default decision License Requirements CUSTOMTOOLS Professional + CUSTOMTOOLS Business Central ERP Integration

:: CUSTOMTOOLS is a product of ATR Soft Oy :: info@customtools.info :: www.customtools.info :: Page 20 Service Pack 1.0 TECH ALERT – SPR 8609 A hidden bug introduced in CUSTOMTOOLS 2022 SP0 affected the copying of Print Profiles and File Conversion Rules within Profile Options. When these profiles/rules were copied, Task filters— i.e. filters of Rebuild Files, Create Cutting Profile Sheet, and Create Bend Sheet—could be duplicated exponentially in the database. This issue remained unnoticed for a long time until users began reporting: • Slowness in the Profile Options dialog • Large CUSTOMTOOLS Profile export files • Extremely slow or impossible imports of exported CUSTOMTOOLS Profiles The issue has been resolved in CUSTOMTOOLS 2025 SP1. However, to correct affected environments, the upgrade to CUSTOMTOOLS 2025 SP1 includes a cleanup routine that removes duplicate and orphaned filters. In some cases, this cleanup may also remove valid filters. Recommended Action: After upgrading to CUSTOMTOOLS 2025 SP1, please review your: • Batch File Conversion filters • Print Profile filters • Drawing Automation filters • Task filters to ensure everything is still defined as expected.

:: CUSTOMTOOLS is a product of ATR Soft Oy :: info@customtools.info :: www.customtools.info :: Page 21 Business Central integration: Upload converted documents The CUSTOMTOOLS integration with Business Central already allowed linking converted documents to Business Central Items. With this release, a new option has been added: you can now upload converted documents directly to the corresponding Items in Business Central. This enhancement streamlines document management by keeping related files accessible within the ERP system. Picture 8. The new Business Central integration feature to upload converted documents to Business Central

:: CUSTOMTOOLS is a product of ATR Soft Oy :: info@customtools.info :: www.customtools.info :: Page 22 Picture 9. An assembly exported from SOLIDWORKS to Business Central as an Item, having its drawing converted to PDF and uploaded as attachments of the Item License Requirements CUSTOMTOOLS Professional + CUSTOMTOOLS Business Central ERP Integration

:: CUSTOMTOOLS is a product of ATR Soft Oy :: info@customtools.info :: www.customtools.info :: Page 23 Odoo ERP Integration V2: A Complete Redesign CUSTOMTOOLS 2025 SP1 introduces a completely redesigned Odoo ERP integration, built from the ground up. While the original Odoo integration—introduced in 2019—served many users well over the years, it had growing technical limitations that made further customization increasingly difficult and costly. At the same time, Odoo has evolved significantly, and customer needs have expanded accordingly. Starting with CUSTOMTOOLS 2025 SP1, the original Odoo integration is now considered legacy. It will no longer receive updates or enhancements but will remain in the product for as long as it has active users. Migration from the original integration Odoo ERP Integration V2 is not backward compatible with the original version. It uses a separate, interchangeable license and can be configured side-by-side with the original integration within the same CUSTOMTOOLS Profile. Any existing customizations must be re-implemented, if needed. Key Features of Odoo ERP Integration V2 • Demo Integration: Auto-configures a demo environment to try key features with your existing Odoo instance. • Low-code Configuration: Easily adaptable for both standard and non-standard Odoo environments. • Authentication Support: Odoo login, API keys, and external OAuth providers. • Advanced Product Export: Export entire design structures to Odoo as Products and Bills of Materials (BOM), or update existing Products, Variants and BOMs. • BOM Comparison: Highlights field differences with color coding. • Product Linking: Search and link Products/Variants from Odoo to designs or BOMs. • Flexible Property Mapping: Map SOLIDWORKS Custom Properties to Odoo fields, including types like Char, Text, HTML, Selection, Float, Integer, Boolean, and relational types Many2One, Many2Many, and One2Many. • Multiple Export Profiles: Use different settings for different use cases.

:: CUSTOMTOOLS is a product of ATR Soft Oy :: info@customtools.info :: www.customtools.info :: Page 24 • Company and Language Context: Supports Odoo Company selection and field translations. • Data Master Control: Define the data flow direction per field—choose whether SOLIDWORKS or Odoo is the authoritative source (master) of the data during synchronization. • Default Values: Specify default field values when source data is missing or empty. • Design Grouping: Treat different designs as the same Product/Variant based on CustomProperty values. • Engineering BOM Translation: Convert engineering BOMs to ERP BOMs using various BOM Type and grouping options, and CustomProperty specific Exclude, Dissolve, and Promote rules. • Multi-configuration support: Export multiple root configurations simultaneously. • Virtual Items: Add non-designed items to BOMs. • Batch Import: Import Odoo field values to SOLIDWORKS models in bulk. • Lookup Lists: Fill Custom Properties from Odoo-sourced lists. • Search Groups: Link existing Odoo Product / Variant to design component, or as Weldment profiles using Odoo -sourced searches. • Preview Support: Export component previews for Products/Variants. • Upload neutral Formats to Odoo: Automatically convert and upload drawings/components to Odoo in required neutral formats, such as PDF, DXF, STEP, etc. • Conversion Control: Auto-detect or force required file conversions. • Full SOLIDWORKS PDM Task Support: Export from the vault manually or automatically via workflow transitions. • Script Extensions: Debuggable and extendable through scripting for advanced customization. License Requirements CUSTOMTOOLS Professional + CUSTOMTOOLS Odoo ERP Integration (V2)