Quick Start

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This Quick Start guide walks you through the installation of Protocase Designer and its tools for creating, customizing, and quoting/ordering a design. Before beginning, you may want to review the overview of Designer features and the Glossary.

Installing Protocase Designer

The installation process is the same for both first-time installations and upgrades.

  1. Before installing, ensure that your graphics card drivers are compatible with Opengl 1.2+ (such as ATI and NVIDIA) and that they are up to date.
  2. Close all versions of Protocase Designer before installing a new one. (If you are using Windows, when you try to install Designer while another copy is running, an error occurs and the installer exits.)
  3. On the [Download page], click the button for the appropriate download format. The download will begin.
  4. Open the Protocase Designer installer file in your Downloads folder.
  5. If you have previously installed Designer as the Administrator (or if your anti-virus software requires that you confirm that the file is safe), right-click the installer file in Windows Explorer and choose Run as administrator. (You might have to first choose Show in folder in Google Chrome, or Open containing folder in Firefox.)
  6. Follow the prompts to install.
  7. For first-time installations, after launching Designer, you are prompted to register. Be sure to do so, so that you can receive estimates, place an order, and access the online Cutout Library.
  8. If your company uses a network configured such that your computer accesses the Internet through a proxy server, configure Designer to use the proxy settings:
    1. In Designer, choose Edit > Preferences. The Preferences dialog opens.
    2. Under Proxy Settings, select the Use Proxy for http checkbox, then enter the proxy address and port number (supplied by your network administrator).
      Proxy Settings fields in Preferences NEW.png
    3. Click OK to save the settings and close the Preferences dialog.

See Also:

Installation on Mac OSX

The current beta now only requires you to have your security set to allow identified developers. This does not make your mac insecure as it still requires a properly signed application, signed with a key purchased from Apple (see https://support.apple.com/en-ca/HT202491 ).

To check your security, go to Apple menu > System Preferences… > Security & Privacy > General tab under the header "Allow applications downloaded from:"
Apple security.png

Installing Protocase Designer Without Administrator Privileges

If you have no administrator access on your computer, you can still install Protocase Designer just for your user.

When you install the software, it will install to Users\<username>\Protocase Designer 4\ folder. If you have already had Protocase Designer installed as an administrator, then double-clicking a Protocase Designer file on your computer will open with the old version.

You can override this by right-clicking on the Protocase Designer file and selecting Open With. Find the newly installed version that is in your Users\<username\Protocase Designer 4\ folder.

Creating your enclosure

To begin designing your enclosure, select a template such as Consolet, Bracket, Panel, L shape, Rackmount, or U shape. You then customize various parameters including size, thickness, material, and color. A 3D model of your enclosure is then created, which you can customize further.

  1. Launch Protocase Designer.
    Splash-screen NEW.png
  2. In the Pick an Option to Start dialog box, click New File.
    Dialogbox-pickoptionstart NEW.png
  3. Select an enclosure category and then select an enclosure type.
    Window-newassembly-noselection NEW.png
  4. Modify the enclosure parameters including size, thickness, material, and color to meet your design requirements. (For details, see Changing assembly properties.)
    Window-newassembly-ushape NEW.png
  5. Click OK to view the 3D model.
    Window-main-ushape NEW.png

Customizing your enclosure

To customize the faces of your enclosure, you use the Face Editor, which provides many standard editing tools for creating cutouts, graphics, exclusion zones, and construction lines.
Note: If you like to use a different unit of measure or have other preferences when using Designer, you can set global options in the Preferences dialog box.

Add basic cutouts

  1. In the 3D View, drag the model to rotate it until it shows the face you want to edit.
    Window-main-ushape-rear NEW.png
  2. Click the Edit Face button Button-editface NEW.png.
  3. Click the face to edit. The Face Editor opens:
    Window-faceeditor-ushape-rear NEW.png
  4. Click a tool in the 2D Mode toolbar, and draw shapes on the face to create cutouts.
    Window-faceeditor-ushape-rear-cutouts NEW.png
  5. Click Accept and Close Button-acceptclose NEW.png in the 2D Standard toolbar. You can then see these cutouts applied to your 3D model.
    Window-main-ushape-rear-cutouts NEW.png

Add built-in cutouts

Protocase Designer offers a variety of built-in cutouts that you can add to your enclosure.

  1. Click the Edit Face button Button-editface NEW.png and then click a face to edit.
  2. Click the Grid button Button-togglegrid NEW.png to show the grid. Select "grid snap" to toggle grid snapping.
    Window-faceeditor-ushape-cutout-grid NEW.png
  3. On the Cutout Library and Fasteners menu, point to a category and then click a cutout item.
    Window-faceeditor-DB9menu NEW.png
  4. Click on the face to place the built-in cutout.
    Window-faceeditor-ushape-db9 NEW.png

Add custom cutouts

You can create your own custom cutouts using the Path tool.

  1. Click the Path button Tool-path NEW.png in the 2D Mode toolbar.
  2. Click the face to place points of the path. To finish and close the path, click the first point again.
    Window-faceeditor-ushape-path NEW.png
  3. Click Accept and Close Button-acceptclose NEW.png to view your enclosure in the 3D View.
    Window-main-ushape-cutout-path NEW.png

Note: You can quickly create complex cutouts by merging and/or trimming objects. See Using the Trim and Merge tools to create cutouts for details.

Add hardware

You can easily place hardware on your enclosure to accommodate various components, such as self-clinching fasteners (PEMs) to mount a PCB or handles.

  1. Click Edit Face Button-editface NEW.png and click a face to edit.
  2. Click Toggle Grid Button-togglegrid NEW.png to show the grid. Select "grid snap" to toggle grid snapping.
  3. Choose Cutout Library and Fasteners > Place Self Clinching Fasteners.
  4. Choose the self-clinching fastener and its options. Note: Parts displayed with a strikeout through the name are incompatible with the enclosure's current material type and/or thickness, and cannot be selected.
    Dialogbox-pem NEW.png
  5. Click Place PEM and click the face to add the fasteners.
  6. Continue adding fasteners. Click <Escape> or the Edit tool Tool-edit NEW.png when you are done.
    Window-faceeditor-pem NEW.png
  7. Click Accept and Close Button-acceptclose NEW.png.
  8. Choose View > Show/Hide Parts.
    Dialogbox-showparts NEW.png
  9. Click the Cover check box to remove the cover from the display.
  10. Rotate the model to view the fasteners.
    Window-main-pem NEW2.png

Note: You can also create custom brackets and add them to your enclosure. See Creating and adding brackets for details.

Add text

You can add text for labeling items on your enclosure.

  1. Click Edit Face Button-editface NEW.png and click a face to edit.
  2. Click the Text tool Tool-text NEW.png.
  3. Click on the face and start typing to add text.
    Window-faceeditor-text NEW.png
  4. Click Accept and Close Button-acceptclose NEW.png.
    The text is shown in the 3D model.
    Window-main-text NEW.png

Note: You can specify the text to be produced with silkscreening or digital printing, or you can add a note to ask Protocase to use dot peening, which is a permanent marking process that does not use ink.

Adding an image

You can add graphics such as logos to your enclosure, using silkscreen or digital printing. See Adding silkscreening or direct digital printing for details on which printing method to choose.

  1. Click Edit Face Button-editface NEW.png and click the face to edit.
  2. Click the Bitmap tool Tool-image NEW.png in the 2D Mode toolbar, then click on the face where you want to place the image.
  3. In the Open dialog that is displayed, select an image file. You can enter an entire path, with or without the filename.
  4. Press <Enter> or click the Open button. If you entered just the path ending with a folder, the window will list the folder files and subfolders. If you entered the path and filename, the file will open.
    Window-faceeditor-logo NEW.png
  5. Click Accept and Close Button-acceptclose NEW.png to view the 3D image.
    Window-main-logo NEW.png

Quoting and ordering your enclosure

Once your design is complete you can instantly receive a quote and order your enclosure online.

  1. On the Instant Quotes and Purchasing menu, choose Instant Quote, Purchase, or Create Requisition For My Purchasing Department.
  2. A web page page will open, guiding you through the steps.
    Window-purchasing.png