Difference between revisions of "Quick Start"
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− | This Quick Start guide walks you through installation of Protocase Designer and its | + | __NOTOC__ |
+ | 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 [[Introduction|'''overview of Designer features''']] and the '''[[Glossary]]'''.<br><br> | ||
− | =Installing Designer= | + | =Installing Protocase Designer= |
The installation process is the same for both first-time installations and upgrades. | The installation process is the same for both first-time installations and upgrades. | ||
#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. | #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. | ||
− | # | + | #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.) |
− | |||
#On the [[http://protocasedesigner.com/download.php Download page]], click the button for the appropriate download format. The download will begin. | #On the [[http://protocasedesigner.com/download.php Download page]], click the button for the appropriate download format. The download will begin. | ||
− | #Open the Protocase Designer installer file in your Downloads folder | + | #Open the Protocase Designer installer file in your Downloads folder. |
− | #If you have previously installed Designer as the Administrator, right-click the installer file and choose '''Run as administrator.''' | + | #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.) |
#Follow the prompts to install. | #Follow the prompts to install. | ||
− | #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. | + | #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.<br> |
+ | #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: | ||
+ | ##In Designer, choose '''Edit''' > '''Preferences'''. The Preferences dialog opens. | ||
+ | ##Under '''Proxy Settings''', select the '''Use Proxy for http''' checkbox, then enter the proxy '''address''' and '''port''' number (supplied by your network administrator). | ||
+ | ##;[[File:Proxy_Settings_fields_in_Preferences_NEW.png]] | ||
+ | ##Click '''OK''' to save the settings and close the Preferences dialog. <br><br> | ||
+ | :'''See Also: ''' | ||
+ | ::*[[Uninstalling_Protocase_Designer | '''Uninstalling Protocase Designer''']] | ||
+ | |||
+ | ===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. | ||
+ | |||
+ | ===Installation on Mac OSX === | ||
+ | Protocase Designer 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:"<br> | ||
+ | [[File:apple_security.png]] | ||
+ | |||
+ | ===Installation on Linux === | ||
+ | #download linux tar file | ||
+ | #install openjdk8 | ||
+ | #tar xf filename (replace with what the linux download is) | ||
+ | #cd jdesigner | ||
+ | #sudo bash ./install.sh | ||
+ | #follow prompts | ||
+ | #run $PREFIX/bin/ProtocaseDesigner.sh (default: /usr/local/bin/ProtocaseDesigner.sh) | ||
=Creating your enclosure= | =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. | + | 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. |
− | # In the '''Pick an Option to Start''' dialog box, click '''New File'''.[[File: | + | #Launch Protocase Designer. |
− | # Select an enclosure category | + | #;[[File:1-_launch_page_-_Creating_your_enclosure_Quick_Start.JPG|500px]] |
− | # Modify the enclosure parameters including size, thickness, material, and color to meet your design requirements. | + | #In the '''Pick an Option to Start''' dialog box, click '''New File'''. |
− | #Click '''OK''' to view the 3D model. | + | #;[[File:2_-_Start_New_File_-_Creating_your_enclosure_Quick_Start.JPG|400px]] |
− | + | # Select an enclosure category and then select an enclosure type. | |
+ | #;[[File:3_-_Enclosure_Category_and_type_-_Creating_your_enclosure_Quick_Start.JPG|500px]] | ||
+ | # Modify the enclosure parameters including size, thickness, material, and color to meet your design requirements.(For details, see [[3D_View_Window#Changing_assembly_properties|'''Changing assembly properties''']].) | ||
+ | #;[[File:4HD1HT~5.JPG|500px]] | ||
+ | #Click '''OK''' to view the 3D model. | ||
+ | #;[[File:5_-_3d_model_view_-_Creating_your_enclosure_Quick_Start.JPG|500px]] | ||
=Customizing your enclosure= | =Customizing your enclosure= | ||
− | To customize the faces of your enclosure, you use the Face Editor, which provides many standard editing tools for creating cutouts, | + | 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.<br> |
+ | '''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 | '''Preferences''' dialog box]]. | ||
==Add basic cutouts== | ==Add basic cutouts== | ||
− | + | #In the 3D View, drag the model to rotate it until it shows the face you want to edit. | |
− | # | + | #;[[File:1 - 3d model view - Customizing your enclosure.JPG|500px]] |
− | #Click '''Edit Face''' [[File: | + | #Click the '''Edit Face''' button [[File:2 - Edit face - Customizing your enclosure.JPG]]. |
− | #Click the face to edit. The Face Editor opens | + | #Click the face to edit. The Face Editor opens: |
− | # | + | #;[[File:2 - Save Changes 3d view - Customizing your enclosure.JPG|500px]] |
− | + | #Click a tool in the 2D Mode toolbar, and draw shapes on the face to create cutouts. | |
− | #Click '''Accept and Close''' [[ | + | #;[[File:3 - Face Editor View - Customizing your enclosure.JPG|500px]] |
− | + | #Click '''Accept and Close''' in the [[Face_Editor#2D_Standard_Toolbar | 2D Standard toolbar]]. You can then see these cutouts applied to your 3D model. | |
+ | #;[[File:4 - Draw Shapes - Customizing your enclosure.JPG|500px]] | ||
+ | #;[[File:5 (1) - Save Changes - Customizing your enclosure.JPG|175px]] | ||
==Add built-in cutouts== | ==Add built-in cutouts== | ||
Protocase Designer offers a variety of built-in cutouts that you can add to your enclosure. | Protocase Designer offers a variety of built-in cutouts that you can add to your enclosure. | ||
− | + | #Click the '''Edit Face''' button [[File:1 - Edit face - Built In Cutouts.JPG|200px|bottom]] and then click a face to edit. | |
− | #Click '''Edit Face''' [[File: | + | #Click the '''Grid''' button to show the grid. Select "grid snap" to toggle grid snapping. |
− | #Click ''' | + | #;[[File:2 - Grid - Built In Cutouts.JPG|500px|bottom]] |
− | #On the | + | #;[[File:2 (1) - Grid - Built In Cutouts.JPG|150px]] |
− | #Click on the face to place the built-in cutout. | + | #On the '''Library''' menu, point to a category and then click a cutout item. |
− | + | #;[[File:3 (1) - Library Menu - Built In Cutouts.JPG|500px]] | |
+ | #;[[File:3 (2) - Library Menu - Built In Cutouts.JPG|500px]] | ||
+ | #Click on the face to place the built-in cutout. | ||
+ | #;[[File:4 - Place Cutout - Built In Cutouts.JPG|500px]] | ||
==Add custom cutouts== | ==Add custom cutouts== | ||
− | You can | + | You can create your own custom cutouts using the Path tool. |
− | + | #Click the '''Path''' button [[File:1 - Place Cutout - Add Custom Cutouts - Path.JPG|80px|bottom]] in the 2D Mode toolbar. | |
− | # | + | #Click the face to place points of the path. To finish and close the path, click the first point again. |
− | #Click the face to place points of the path. | + | #;[[File:2 - Place Cutout - Add Custom Cutouts - Path Cutout.JPG|500px]] |
− | #Click ''' | + | #Click '''Save''' [[File:34VDHF~9.JPG|135px|bottom]] to view your enclosure in the 3D View. |
− | + | #;[[File:3b - Place Cutout - Add Custom Cutouts - Path Cutout iso.JPG|500px]]<br> | |
− | '''Note:''' You can quickly create complex cutouts by merging and/or trimming objects. See [[Face Editor#Path_editing:_Using_the_Trim_and_Merge_tools_to_create_cutouts|'''Using the Trim and Merge tools to create cutouts''']] for details. | + | '''Note:''' You can quickly create complex cutouts by merging and/or trimming objects. See [[Face Editor#Path_editing:_Using_the_Trim_and_Merge_tools_to_create_cutouts |'''Using the Trim and Merge tools to create cutouts''']] for details. |
==Add hardware== | ==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. | You can easily place hardware on your enclosure to accommodate various components, such as self-clinching fasteners (PEMs) to mount a PCB or handles. | ||
− | + | #Click '''Edit Face''' [[File:1 - Add Hardware - Edit Face - Grid.JPG]] and click a face to edit. | |
− | #Click '''Edit Face''' [[File: | + | #Click '''Toggle Grid''' [[File:2 - Add Hardware - Edit Face.JPG|135px|bottom]] to show the grid. Select "grid snap" to toggle grid snapping. |
− | #Click '''Toggle Grid''' [[File: | + | #Choose '''Library''' > '''Open Library'''. |
− | # | + | #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. |
− | # | + | #;[[File:4 - Add Hardware - Pem Library.JPG|500px]] |
#Click '''Place PEM''' and click the face to add the fasteners. | #Click '''Place PEM''' and click the face to add the fasteners. | ||
− | #Continue adding fasteners | + | #Continue adding fasteners. Click <Escape> when you are done. |
− | #Click '''Accept and Close''' [[File: | + | #;[[File:6 - Add Hardware - Pems Placed.JPG|500px]]<br> |
− | # | + | #Click '''Accept and Close''' [[File:7 - Add Hardware - Save Changes.JPG|150px|bottom]]. |
− | #Click to | + | #Notice the full list of parts in your design on the left-hand side. |
− | #Rotate the model to view the fasteners. | + | #;[[File:8 - Add Hardware - Part Tree.JPG|500px]] |
− | + | #Click the eye symbol on the faces of your design that you want to hide from the display, such as '''Cover''' '''Right Side''' '''Left Side'''. | |
+ | #Rotate the model to view the fasteners. | ||
+ | #;[[File:10 - Add Hardware - Parts Hidden Fastener View.JPG|500px]] | ||
'''Note:''' You can also create custom brackets and add them to your enclosure. See [[Face Editor#Creating_and_adding_brackets|'''Creating and adding brackets''']] for details. | '''Note:''' You can also create custom brackets and add them to your enclosure. See [[Face Editor#Creating_and_adding_brackets|'''Creating and adding brackets''']] for details. | ||
− | ==Add | + | ==Add text== |
− | You can add | + | You can add text for labeling items on your enclosure. |
− | + | #Click '''Edit Face''' and click a face to edit. | |
− | #Click '''Edit Face''' | + | #In TYPE, Click the '''Graphic''' tab. |
− | # | + | #Click the '''Text''' tool. |
− | #Click on the face and start typing to add text. | + | #;[[File:1 - Add Text - Graphics text.JPG|500px]] |
− | #Click ''' | + | #Click on the face and start typing to add text. You can change font, color and size on the right hand panel. |
− | + | #;[[File:3 - Add Text - Graphics Panel (note graphics process on bottom).JPG|500px]] | |
− | '''Note:''' | + | #Click '''Save''' [[File:34VDHF~9.JPG|150px|bottom]]. |
+ | #;The text is shown in the 3D model. | ||
+ | #;[[File:4 - Add Text - Isometric with Graphics.JPG|500px]]<br> | ||
+ | '''Note:''' You can specify the text to be produced with '''[[About_Graphics_(Silkscreening_and_Digital_Printing) | silkscreening or digital printing]]''', or you can add a note to ask Protocase to use '''[http://www.protocase.com/products/mcf_dotpeening.php dot peening]''', which is a permanent marking process that does not use ink. | ||
− | == | + | ==Adding an image== |
− | You can add | + | You can add graphics such as logos to your enclosure, using silkscreen or digital printing. See [[Face Editor#Adding silkscreening or direct digital printing|Adding silkscreening or direct digital printing]] for details on which printing method to choose. |
− | + | #Click '''Edit Face''' and click the face to edit. | |
− | #Click '''Edit Face''' | + | #In TYPE, Click the '''Graphic''' tab. |
− | # | + | #Click the '''Image''' tool [[File:1 - Add Text - Graphics text.JPG|200px]]. |
− | + | #In the Open dialog that is displayed, select an image file and click Open. | |
− | #Click '''Accept and Close''' [[File: | + | #Use your cursor to place your image on the face. |
− | + | #;[[File:4 - Adding An Image - 2d view with logo.JPG|500px]] | |
− | + | #Click '''Accept and Close''' [[File:34VDHF~9.JPG|150px|bottom]] to view the 3D image. | |
+ | #;[[File:5 - Adding An Image - iso view with logo.JPG|500px]]<br> | ||
=Quoting and ordering your enclosure= | =Quoting and ordering your enclosure= | ||
− | Once your design is complete you can instantly receive a quote and order your enclosure online. | + | Once your design is complete you can instantly receive a quote and order your enclosure online. |
− | + | #In the right top corner, select '''Instant Quote''' from the Quote drop-down menu. | |
− | # | + | #:[[File:Instant Quote launch go.PNG|400px]] |
− | + | #Protocase Designer will launch My Account. In order to quote and order in Protocase Designer, you must sign in to My Account. You can register for my account here[https://orders.protocase.com/myaccount/register/registerform.php] | |
+ | #Once you have signed in to My Account, your Protocase Designer quote will display. | ||
+ | #:[[File:Instant Quote in My Account Final.PNG|500px]] | ||
+ | #You can update your quantity, or change your service level to Priority or Economy. Click Update to get an updated quote. |
Latest revision as of 12:30, 26 September 2024
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.
- 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.
- 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.)
- On the [Download page], click the button for the appropriate download format. The download will begin.
- Open the Protocase Designer installer file in your Downloads folder.
- 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.)
- Follow the prompts to install.
- 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.
- 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:
- See Also:
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.
Installation on Mac OSX
Protocase Designer 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:"
Installation on Linux
- download linux tar file
- install openjdk8
- tar xf filename (replace with what the linux download is)
- cd jdesigner
- sudo bash ./install.sh
- follow prompts
- run $PREFIX/bin/ProtocaseDesigner.sh (default: /usr/local/bin/ProtocaseDesigner.sh)
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.
- Launch Protocase Designer.
- In the Pick an Option to Start dialog box, click New File.
- Select an enclosure category and then select an enclosure type.
- Modify the enclosure parameters including size, thickness, material, and color to meet your design requirements.(For details, see Changing assembly properties.)
- Click OK to view the 3D model.
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
- In the 3D View, drag the model to rotate it until it shows the face you want to edit.
- Click the Edit Face button .
- Click the face to edit. The Face Editor opens:
- Click a tool in the 2D Mode toolbar, and draw shapes on the face to create cutouts.
- Click Accept and Close in the 2D Standard toolbar. You can then see these cutouts applied to your 3D model.
Add built-in cutouts
Protocase Designer offers a variety of built-in cutouts that you can add to your enclosure.
- Click the Edit Face button and then click a face to edit.
- Click the Grid button to show the grid. Select "grid snap" to toggle grid snapping.
- On the Library menu, point to a category and then click a cutout item.
- Click on the face to place the built-in cutout.
Add custom cutouts
You can create your own custom cutouts using the Path tool.
- Click the Path button in the 2D Mode toolbar.
- Click the face to place points of the path. To finish and close the path, click the first point again.
- Click Save to view your enclosure in the 3D View.
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.
- Click Edit Face and click a face to edit.
- Click Toggle Grid to show the grid. Select "grid snap" to toggle grid snapping.
- Choose Library > Open Library.
- 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.
- Click Place PEM and click the face to add the fasteners.
- Continue adding fasteners. Click <Escape> when you are done.
- Click Accept and Close .
- Notice the full list of parts in your design on the left-hand side.
- Click the eye symbol on the faces of your design that you want to hide from the display, such as Cover Right Side Left Side.
- Rotate the model to view the fasteners.
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.
- Click Edit Face and click a face to edit.
- In TYPE, Click the Graphic tab.
- Click the Text tool.
- Click on the face and start typing to add text. You can change font, color and size on the right hand panel.
- Click Save .
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.
- Click Edit Face and click the face to edit.
- In TYPE, Click the Graphic tab.
- Click the Image tool .
- In the Open dialog that is displayed, select an image file and click Open.
- Use your cursor to place your image on the face.
- Click Accept and Close to view the 3D image.
Quoting and ordering your enclosure
Once your design is complete you can instantly receive a quote and order your enclosure online.
- In the right top corner, select Instant Quote from the Quote drop-down menu.
- Protocase Designer will launch My Account. In order to quote and order in Protocase Designer, you must sign in to My Account. You can register for my account here[1]
- Once you have signed in to My Account, your Protocase Designer quote will display.
- You can update your quantity, or change your service level to Priority or Economy. Click Update to get an updated quote.