Introduction to Pro/ENGINEER - PTC.com

PTC Global Services
Introduction to Pro/ENGINEER
Release 2001
T779-320-05

Training Agenda
Introduction to Pro/ENGINEER
Day 1 Day 4
Introduction to Pro/ENGINEER
The Pro/ENGINEER Interface
Pick-and-Place Features
Sketcher Basics
Sketched Features
Principles of Top-Down Design
Additional Datum Features and Skeletons
Layers and Suppression
The Resolve Environment
Project Laboratory 3
Day 2 Day 5
Default Datum Templates
Parent/Child Relationships
Sweeps and Blends
Relations and Parameters
Information Tools
Configuring Pro/ENGINEER
Modeling Philosophy
Project Laboratory 4
Project Laboratory 1
Day 3
Drawings and Drawing Templates
Duplication Features: Patterns and Copy
Appendix A: Review Questions
Appendix B: Behavioral Modeling
Appendix C: Creating Freeform Surfaces
Creating Assemblies
Project Laboratory 2

Table of Contents
Introduction to Pro/ENGINEER
INTRODUCTION TO PRO/ENGINEER 1-1
PRO/ENGINEER CORE CONCEPTS.............................................................................. 1-2
Solid Modeling Benefits............................................................................. 1-2
Designing Feature-based Models............................................................... 1-3
Designing with Parametric Features .......................................................... 1-4
Taking Advantage of Associativity............................................................ 1-5
THE PRO/ENGINEER INTERFACE 2-1
THE PRO/ENGINEER INTERFACE ............................................................................... 2-2
The Base Window ...................................................................................... 2-2
Accessing Commands with Pull-Down Menus.......................................... 2-2
Accessing Commands with the Toolbar..................................................... 2-3
Manipulating Your Designs in the Display Area....................................... 2-3
Viewing Information in the Message Area ................................................ 2-4
WORKING WITH MODELS............................................................................................ 2-4
Working with Dialog Boxes....................................................................... 2-5
Retrieving Models...................................................................................... 2-6
Using the Model Tree................................................................................. 2-7
Using the Menu Manager........................................................................... 2-8
Obtaining Additional Information with Help............................................. 2-8
Retrieving Multiple Models ....................................................................... 2-8
Working with Multiple Sub-Windows....................................................... 2-8
Saving Changes.......................................................................................... 2-9
Closing Windows ..................................................................................... 2-10
Deleting Files ........................................................................................... 2-10
LABORATORY PRACTICAL ....................................................................................... 2-11
EXERCISE 1: Using the Pro/ENGINEER Environment......................... 2-12
EXERCISE 2: Manipulating Model Size and Orientation....................... 2-15
EXERCISE 3: Interrogating the Model Tree ........................................... 2-18
EXERCISE 4: Challenge Exercise........................................................... 2-21
MODULE SUMMARY ................................................................................................... 2-25

PICK-AND-PLACE FEATURES 3-1
PICK AND PLACE FEATURE BASICS ..........................................................................3-2
Kinds...........................................................................................................3-2
Generic Method of Creation .......................................................................3-2
Shell Features..............................................................................................3-2
Creating Edge Chamfers.............................................................................3-3
Creating Simple Rounds.............................................................................3-4
Specifying Radius Values for Simple Rounds ...........................................3-5
Hole Features..............................................................................................3-6
Creating the Straight Hole Feature .............................................................3-7
LABORATORY PRACTICAL........................................................................................3-10
EXERCISE 1: Shell and Automatic Round Features...............................3-11
EXERCISE 2: Creating Chamfers and Rounds........................................3-14
EXERCISE 3: Exploring the Straight Hole Feature.................................3-21
EXERCISE 4: Challenge Exercise ...........................................................3-29
MODULE SUMMARY....................................................................................................3-31
SKETCHER BASICS 4-1
THE SKETCHER INTERFACE ........................................................................................4-2
The Intent Manager.....................................................................................4-3
Accessing Commands with Pop-Up Menus ...............................................4-3
THE SKETCHER MODE ..................................................................................................4-4
Accessing Commands with Sketcher Menus..............................................4-4
Specifying References ................................................................................4-5
Creating Geometry......................................................................................4-6
USING THE SKETCHER TOOLS....................................................................................4-7
Mouse-Button Functions ............................................................................4-7
Dimensioning Sketches ..............................................................................4-8
Dimensioning Techniques ..........................................................................4-9
Adding Constraints ...................................................................................4-13
Other Sketcher Tools ................................................................................4-14
Setting Sketcher Preferences ....................................................................4-17
TAKING ADVANTAGE OF SKETCHER MODE.........................................................4-19
LABORATORY PRACTICAL........................................................................................4-22
Goal ..........................................................................................................4-22
Method......................................................................................................4-22
Tools .........................................................................................................4-22
EXERCISE 1: Sketching Basics...............................................................4-23
EXERCISE 2: Sketching in Steps ............................................................4-29
EXERCISE 3: Sketching a Hexagon........................................................4-35

MODULE SUMMARY ................................................................................................... 4-38
SKETCHED FEATURES 5-1
DEFINING SKETCHED FEATURES.............................................................................. 5-2
Sketching Cuts and Protrusions.................................................................. 5-2
LABORATORY PRACTICAL ......................................................................................... 5-5
EXERCISE 1: Creating a Cut .................................................................... 5-6
EXERCISE 2: Creating a Protrusion ....................................................... 5-15
MODULE SUMMARY ................................................................................................... 5-19
DATUM PLANES AND MODULE TEMPLATES 6-1
USING DATUM PLANES AS BASE FEATURES ......................................................... 6-2
Base Features.............................................................................................. 6-2
Defining a Datum Plane ............................................................................. 6-2
Using a Default Datum as the Base Feature............................................... 6-3
Creating Datum Planes............................................................................... 6-3
Creating Internal Datum Planes ................................................................. 6-3
LABORATORY PRACTICAL ......................................................................................... 6-5
EXERCISE 1: Creating a New Part ........................................................... 6-6
EXERCISE 2: Creating an Internal Datum Plane.................................... 6-12
MODULE SUMMARY ................................................................................................... 6-16
PARENT/CHILD RELATIONSHIPS 7-1
PARENT/CHILD RELATIONSHIPS IN PRO/ENGINEER ............................................ 7-2
Pick-and-Place Feature Parent/Child Relationships................................... 7-2
Sketched Feature Parent/Child Relationships ............................................ 7-2
LABORATORY PRACTICAL ......................................................................................... 7-8
EXERCISE 1: Using Feature Reroute ....................................................... 7-9
EXERCISE 2: Using Feature Redefine.................................................... 7-14
MODULE SUMMARY ................................................................................................... 7-20
SWEEPS AND BLENDS 8-1
SWEEP AND TRAJECTORIES........................................................................................ 8-2
Creating Sweeps and Trajectories.............................................................. 8-2
Creating Parallel Blends............................................................................. 8-3
LABORATORY PRACTICAL ......................................................................................... 8-7
EXERCISE 1: Creating Parallel Blend Features........................................ 8-8
EXERCISE 2: Create a Simple Sweep Protrusion................................... 8-14
MODULE SUMMARY ................................................................................................... 8-17

RELATIONS AND PARAMETERS 9-1
RELATIONS AND PARAMETERS .................................................................................9-2
Parametric Relations...................................................................................9-2
Representing Relations: Types and Symbols .............................................9-4
Incorporating Your Design Intent Using Relations....................................9-4
Order of Relations ......................................................................................9-6
Design Changes ..........................................................................................9-8
LABORATORY PRACTICAL..........................................................................................9-9
EXERCISE 1: Creating Relations ..............................................................9-9
EXERCISE 2: Creating Parameters for Feature-Control .........................9-15
MODULE SUMMARY....................................................................................................9-19
PROJECT LABORATORY 1 10-1
INTRODUCTION ............................................................................................................10-2
PART CREATION...........................................................................................................10-3
SECTION 1: Creating the Motor Part ......................................................10-3
SECTION 2: Creating the Lower Housing Part .......................................10-5
DRAWINGS AND DRAWING TEMPLATES 11-1
DRAWING FUNDAMENTALS .....................................................................................11-2
Creating a Drawing...................................................................................11-2
Adding Drawing Views ............................................................................11-2
Types of Views.........................................................................................11-2
Using the View Type Menu......................................................................11-3
Adding a Cross-section.............................................................................11-4
Manipulating Views..................................................................................11-5
DEFINING DRAWING TEMPLATES ...........................................................................11-6
DETAILING THE DRAWING........................................................................................11-7
Creating Feature Dimensions ...................................................................11-8
Creating Driven Dimensions ....................................................................11-8
Manipulating Dimensions.........................................................................11-8
LABORATORY PRACTICAL......................................................................................11-10
EXERCISE 1: Creating a Drawing.........................................................11-11
EXERCISE 2: Modifying Created Views and Testing for Associativity11-17
EXERCISE 3: Detailing the Gear Part Drawing ....................................11-20
MODULE SUMMARY..................................................................................................11-24
DUPLICATING FEATURES: PATTERNS AND COPY 12-1
CREATING PATTERNS.................................................................................................12-2

Patterning Benefits ................................................................................... 12-2
Pattern Types............................................................................................ 12-2
Pattern Options......................................................................................... 12-3
COPYING FEATURES................................................................................................... 12-7
Specifying Copy-To Locations ................................................................ 12-8
Copying Methods ..................................................................................... 12-8
Specifying Copied Feature Dependencies................................................ 12-9
Choosing Features to Copy .................................................................... 12-10
Specifying Dependency Options............................................................ 12-10
LABORATORY PRACTICAL ..................................................................................... 12-12
EXERCISE 1: Creating and Modifying a Dimension Pattern ............... 12-13
EXERCISE 2: Creating a Reference Pattern.......................................... 12-15
EXERCISE 3: Creating Rotational Patterns of Sketched Features........ 12-18
EXERCISE 4: Copying Features ........................................................... 12-22
EXERCISE 5: Building the Steering Column........................................ 12-24
MODULE SUMMARY ................................................................................................. 12-28
CREATING ASSEMBLIES 13-1
OVERVIEW .................................................................................................................... 13-2
The Surface Normal Vector ..................................................................... 13-2
Constraining Component Parts................................................................. 13-3
Placing Components................................................................................. 13-6
Packaging Under-Constrained Components ............................................ 13-7
MODIFYING ASSEMBLIES.......................................................................................... 13-8
Modifying Your Design Intent................................................................. 13-8
OTHER ASSEMBLY OPTIONS .................................................................................... 13-9
Generating Bills of Material..................................................................... 13-9
Creating Exploded Views......................................................................... 13-9
LABORATORY PRACTICAL ..................................................................................... 13-11
EXERCISE 1: Create an Assembly of Three Parts................................ 13-12
EXERCISE 2: Create an Assembly with a Sub-Assembly .................... 13-21
MODULE SUMMARY ................................................................................................. 13-29
PROJECT LABORATORY 2 12-1
PART CREATION .......................................................................................................... 12-2
SECTION 3: Creating the Snap Ring Part............................................... 12-2
SECTION 4: Creating the Upper Housing Part ....................................... 12-4

PRINCIPLES OF TOP-DOWN DESIGN 15-1
INTRODUCTION ............................................................................................................15-2
Definition..................................................................................................15-2
Stages of Top-Down Design.....................................................................15-2
The Approach ...........................................................................................15-2
Comparing Top-Down Design to Traditional Approaches ......................15-3
Benefits of Top-Down Design Methodology ...........................................15-4
THE SIX STEPS OF TOP-DOWN DESIGN...................................................................15-4
Step 1 - Defining Design Intent................................................................15-5
Step 2 - Defining Preliminary Product Structure......................................15-5
Step 3 - Skeleton Models..........................................................................15-5
Step 4 - Communicating Design Intent ....................................................15-6
Step 5 - Continued Population of the Assembly.......................................15-6
Step 6 - Managing Part Interdependencies ...............................................15-6
PRO/ENGINEER TOP-DOWN DESIGN TOOLS..........................................................15-7
Layouts .....................................................................................................15-7
Skeletons...................................................................................................15-8
Data Sharing Features.............................................................................15-10
Managing References / Interdependencies .............................................15-12
MODULE SUMMARY..................................................................................................15-15
ADDITIONAL DATUM FEATURES AND SKELETONS 16-1
ADDITIONAL DATUM FEATURES.............................................................................16-2
Datum Axes ..............................................................................................16-2
Datum Curves ...........................................................................................16-2
Datum Points ............................................................................................16-3
Datum Coordinate Systems ......................................................................16-4
LABORATORY PRACTICAL........................................................................................16-5
EXERCISE 1: Creating Additional Datum Features................................16-6
EXERCISE 2: Creating a simple skeleton ...............................................16-9
EXERCISE 3: The Link Skeleton in an assembly..................................16-14
OPTIONAL EXERCISE 4: The Vice Grip............................................16-17
MODULE SUMMARY..................................................................................................16-20
LAYERS AND SUPPRESSION 17-1
DEFINING LAYERS .......................................................................................................17-2
Functionality.............................................................................................17-2
Working With Layers ...............................................................................17-2
CREATING LAYERS......................................................................................................17-3
Selecting the Object..................................................................................17-3

Creating Layers ........................................................................................ 17-4
Associating Items to a Layer.................................................................... 17-4
Setting the Display Status of a Layer....................................................... 17-5
Manipulating Layer Display Status.......................................................... 17-7
SUPPRESSION FUNCTIONALITY............................................................................... 17-8
Using Suppression.................................................................................... 17-8
Suppressing Parent/Child Relationships .................................................. 17-9
Saving and Resuming Suppressed Features............................................. 17-9
LABORATORY PRACTICAL ..................................................................................... 17-10
EXERCISE 1: Using Layers in Part Mode ............................................ 17-11
EXERCISE 2: Using Layers in Assembly Mode................................... 17-14
EXERCISE 3: Suppressing in Part Mode .............................................. 17-20
EXERCISE 4: Suppressing Components in Assembly Mode ............... 17-22
MODULE SUMMARY ................................................................................................. 17-26
THE RESOLVE ENVIRONMENT 18-1
REGENERATION FAILURES....................................................................................... 18-2
Starting the Resolve Environment............................................................ 18-2
Resolving Regeneration Failures ............................................................. 18-2
LABORATORY PRACTICAL ....................................................................................... 18-6
EXERCISE 1: Resolving a Regeneration Failure.................................... 18-6
MODULE SUMMARY ................................................................................................. 18-10
PROJECT LABORATORY 3 19-1
CREATING ASSEMBLIES ............................................................................................ 19-2
SECTION 1: Creating the Motor Assembly ............................................ 19-2
SECTION 2: Concurrent Design of the Motor Housing.......................... 19-6
SECTION 3: Creating the Blower Assembly .......................................... 19-7
SECTION 4: Creating the Motor Part Drawing..................................... 19-10
INFORMATION TOOLS 20-1
MODEL INFORMATION............................................................................................... 20-2
Obtaining Information about a Specific Feature...................................... 20-2
Obtaining Regeneration Information ....................................................... 20-2
Accessing Information about Part Features ............................................. 20-2
Obtaining Information about Assemblies ................................................ 20-3
MEASUREMENT, INTERFERENCE, AND MASS PROPERTIES ............................. 20-3
Calculating Mass Properties..................................................................... 20-3
LABORATORY PRACTICAL ....................................................................................... 20-5

EXERCISE 1: Using Information Tools ..................................................20-5
MODULE SUMMARY....................................................................................................20-9
CONFIGURING PRO/ENGINEER 21-1
CUSTOMIZING PRO/ENGINEER .................................................................................21-2
Defining Configuration Files....................................................................21-2
Creating Mapkeys.....................................................................................21-4
CUSTOMIZING YOUR TOOLBAR...............................................................................21-5
Adding Icons to Existing Toolbars...........................................................21-5
Creating Pull-down Menus.......................................................................21-6
THE MODEL TREE ........................................................................................................21-7
LABORATORY PRACTICAL......................................................................................21-10
EXERCISE 1: Setting Up a Configuration File .....................................21-11
EXERCISE 2: Creating a Mapkey .........................................................21-17
MODULE SUMMARY..................................................................................................21-20
MODELING PHILOSOPHY 22-1
DESIGN INTENT ............................................................................................................22-2
Recording Your Design Criteria...............................................................22-3
Using Pro/ENGINEER as a Parametric Tool ...........................................22-3
Creating Parent/Child Relationships ........................................................22-3
Advantages of Pro/ENGINEER Associativity .........................................22-4
Changing Design Intent ............................................................................22-5
LABORATORY EXERCISES.........................................................................................22-6
Part I: Part Level Design Intent ................................................................22-6
Part II: Assembly level Design Intent.....................................................22-10
Decision Process Questionnaire .............................................................22-10
MODULE SUMMARY..................................................................................................22-13
PROJECT LABORATORY 4 23-1
INTERROGATING YOUR MODELS ............................................................................23-2
SECTION 1: Designing the Cover Part....................................................23-3
SECTION 2: Completing the Motor Part .................................................23-7
SECTION 3: Completing the Blower Assembly......................................23-9
SECTION 4: Completing the Motor Assembly......................................23-13
COMPLETING THE PROJECT ....................................................................................23-16
SECTION 1: Developing the Motor Part ...............................................23-16
SECTION 2: Finishing the Lower Housing ...........................................23-18
SECTION 3: Completing the Drawing...................................................23-20

REVIEW QUESTIONS A-1
Objectives.................................................................................................. A-1
DAY 1: REVIEW QUESTIONS ...................................................................................... A-2
DAY 2: REVIEW QUESTIONS ...................................................................................... A-6
DAY 3: REVIEW QUESTIONS .................................................................................... A-10
DAY 4: REVIEW QUESTIONS .................................................................................... A-14
DAY 5: REVIEW QUESTIONS .................................................................................... A-17
BEHAVIORAL MODELING B-1
BEHAVIORAL MODELING........................................................................................... B-2
Behavioral Modeling Features ...................................................................B-2
USING BEHAVIORAL MODELER ............................................................................... B-4
Defining the Behavioral Modeler Components .........................................B-8
LABORATORY PRACTICAL ...................................................................................... B-13
EXERCISE 1: Creating a Datum Analysis Feature to Measure Mass
Properties..................................................................................................B-14
EXERCISE 2: Analyze Fluid Volume in a Cup ......................................B-20
EXERCISE 3: Crankshaft Optimization..................................................B-26
MODULE SUMMARY .................................................................................................. B-36
CREATING FREEFORM SURFACES C-1
DESIGNING WITH INTERACTIVE SURFACES ......................................................... C-2
THE STYLE FEATURE................................................................................................... C-2
HYBRID MODELING ..................................................................................................... C-3
CREATING SURFACES WITH ISDX............................................................................ C-4
Creating 2-D and 3-D Curves.....................................................................C-4
Using COS..................................................................................................C-6
Creating Styling Models.............................................................................C-6
Creating Freeform Surfaces with Parametric Controls ..............................C-7
Creating Blends and Transitions ................................................................C-8
Applying Style Surfaces to Engineering Models .......................................C-8
Reverse Styling ..........................................................................................C-9
CREATING STYLE SURFACES .................................................................................... C-9
LABORATORY PRACTICAL ...................................................................................... C-11
EXERCISE 1: Interrogating the STYLE Interface ..................................C-12
EXERCISE 2: Creating a Handle on the Flashlight.................................C-17
MODULE SUMMARY .................................................................................................. C-25

USING THE PRO/FICIENCY EVALUATOR D-1
TECHNOLOGY-BASED LEARNING @ PTC ...............................................................D-2
Pro/FICIENCY EVALUATOR.........................................................................................D-2
ASSESSMENT CRITERIA...............................................................................................D-3
EXERCISE 1: Completing Evaluator Assessments ..................................D-4
MODULE SUMMARY.....................................................................................................D-7
USING PTC HELP E-1
DEFINING THE PTC HELP FEATURES ....................................................................... E-2
USING THE Pro/ENGINEER ONLINE HELP ................................................................ E-2
Defining the PTC Help Table of Contents ................................................ E-8
TECHNICAL SUPPORT F-1
Locating the Technical Support Web Page ................................................F-2
Opening Technical Support Calls via E-Mail.............................................F-2
Opening Technical Support Calls via Telephone .......................................F-3
Opening Technical Support Calls via the Web ..........................................F-3
Sending Data Files to PTC Technical Support...........................................F-3
Routing Your Technical Support Calls ......................................................F-4
Technical Support Call Priorities ...............................................................F-5
Software Performance Report Priorities.....................................................F-5
Registering for On-Line Support................................................................F-5
Using the Online Services ..........................................................................F-6
Finding Answers in the Knowledge Base...................................................F-7
CONTACT INFORMATION............................................................................................ F-9
Technical Support Worldwide Electronic Services....................................F-9
Technical Support Customer Feedback Line..............................................F-9
TELEPHONE AND FAX INFORMATION................................................................... F-10
North America Telephone Information ....................................................F-10
Europe Telephone Information.................................................................F-11
Asia and Pacific Rim Telephone Information ..........................................F-15
ELECTRONIC SERVICES............................................................................................. F-18
INDEX I-1