Title: ProE Setting and Common Practice

ProE Setting and Common Practice

Objective:

This document contains the OC common ProE setting. This is to enable the CAD be efficiently
review/reused.

For:
All OC ProE user

Instruction:

Sentences in bold red are compulsory requirements for all projects, unless approved by the
project supervisor.
ProE Setting and Common Practice
The ProE folder Storing external Data like ID master, PCBA,
Mechanism etc

Storing Drawing format, symbols, note etc

Storing old ProE files that no longer in use,

before permanently delete. This folder is not
in the search path

ProE setting file

Screen customization file

File purging. One copy is in the PART,

ASSEMBLY and DRAWING folder

Image file for texture

ProE Setting and Common Practice
The ProE/FORMAT folder

Storing Drawing format, symbols, note etc

The Colour and Appearance templete

Default Part and Assembly template

Part and Assembly template for OSD project.

The [Link] need to change accordingly

Drawing setting file

Model tree setting file

ProE Setting and Common Practice
The ProE UI Full object path

Screen changing mapkey Analysis tool bar

Datum tool bar

Feature
tool bar

Model tree
([Link]
setting)

Filter
ProE Setting and Common Practice
The Default part and OSD project part

The Default part The OSD project part

1. Relative accuracy (default 0.012) 1. Absolute accuracy (1e-4)
2. The default orientation as below: 2. The default orientation as below:

Changing accuracy will cause feature fail. The default part and assembly
template need to set correctly from the start.
ProE Setting and Common Practice
Top Down Design

XXXX_case_top
XXXX_id_master me
rge

rge
e
XXXX_layout m

For complex assembly, use id master and layout to merge to the case part. The layout file should
have important datum like the datum plane “PCB”, which will be the bottom surface of the PCB.

For simple assembly without mechanism, the feature in layout can be build in id master, and part
only need to merge the id master.

The id master and layout should have specific layer control. Unnecessary layer should be
avoided because all layer will be inherited by the part and crowd the layer window.
ProE Setting and Common Practice
The file structure

XXXX_main_assy.asm
XXXX_PCB.asm
XXXX_PCB.prt
XXXX_case_top.prt
XXXX_case_bottom.prt
XXXX_screw_mc_M2x6.prt
XXXX_screw_st_M2x6.prt
XXXX_bracket_pcb.prt
XXXX_printmech.asm

1. The naming scheme is: XXXX_type_function/position

2. All internal designed part and assembly must have XXXX in front.
3. All external designed assembly must be assembly to a packaged assembly (e.g.
XXXX_printmech). The packaged assembly will then be assembled to XXXX_main_assy by
default location.
4. ID master should not be assembled to main assy.
5. Do not assemble reference component to the module assembly. E.g. the scanner assembly
should not have printer case part. The referencing should be done in separate assembly file.
6. All screw and other fastener need to assembled.
ProE Setting and Common Practice
The external CAD

1. The external CAD should be converted and named properly before assembled into main assy.
2. The external CAD should be placed in folder with date code e.g. PROE\EXT\DUPLEXER\091117
3. The [Link] should add the search path.
4. When there is updated external CAD, it should be named properly and placed into folder with new
date code.
5. The [Link] search path should be change accordingly. Make sure that the old search path is
deleted to avoid data mixed up.

Main assy

8021_duplexer. Assembled default

to main assy. This file name is
permanent

091117_saipan_duplexer. Assembly
created to import external data.
Assembled default or using TFR

File name created automatically

with CAD import. Change name like
asm00001 or prt00001 to date code
ProE Setting and Common Practice
The PCB

1. The XXXX_PCB.prt must be bare PCB without component.

2. The XXXX_PCB.prt should be created in default position whenever possible
3. All component must be assembled relative to the XXXX_PCB.prt
4. The component should have curve indicating the pads and holes layout. PCB should cut
holes by refer to the curve at assembly level
ProE Setting and Common Practice
Layer

All curve (important curve can be stored at other layer)

All datum (important datum like TRF can be stored at
other layer)
The GDT datum and feature control frame

The curve, datum, quilts and datum TFR from id

master. These layer is inherited from id master

The curve, datum, quilts and datum TFR from

layout. These layer is inherited from layout

All quilt (important quilt like pivot can be stored at other

layer)
ProE Setting and Common Practice
The View Manager – x-section
V0 – xsection across dtm Right
V1, V2,… - xsection parallel to dtm Right
H0 - xsection across dtm Front/Top
V0 H1, H2,… - xsection parallel to dtm F/T

H0
ProE Setting and Common Practice
The View Manager – Simp Rep
and Style
Simp Rep:
1. Unit – have only the component
in shipping condition
2. Case_part – have only case part
3. Interference - For global
interference checking

Style:

The name indicate the component

that is shown in wireframe
ProE Setting and Common Practice
Draft Analysis

Each plastic part should have the following draft analysis

saved for regular checking:
1. DRAFT_1: 1 degree both side, mold direction Analysis name
2. DRAFT_3: 3 degree both side, mold direction
3. DRAFT_S1: 1 degree both side, slider/lifter direction

Select “SolidGeom”

Select “both side”

ProE Setting and Common Practice
Modeling Best Practice

1. Do not create relation in the assembly. Part must only refer to id master and layout.
Exception is PCB which refer to component and case part to create holes and keep out area
2. Do not mirror feature. Mirror of surface is permitted.
3. Do not use “hole”, “rib” and advanced feature like “lip” and “slot”. The normal protrusion is
more flexible and robust.
4. Put “draft”, “round” and “chamfer” at the end of the model tree. Do not scatter around.
5. If a new datum is needed for sketch plan, it should be created “on the fly”. The sketch also
should be embedded into the feature whenever possible
ProE Setting and Common Practice
Modeling Best Practice (sketch)

1. During sketch plan setup, use “top” or “front” as top.

2. Use TFR as reference in most cases.
3. Use PCB as reference for PCB related feature.
4. Use surface as reference instead of line.
5. Dimension the sketch according to the design intend.
6. Use minimum dimension and use more relation.
7. Do not leave weak dimension in the sketch.
8. Do not use dimension with decimal point more then 2 unless necessary.
9. Do not use edge for circle. Should take reference of the cylinder surface and create concentric
circle with equal dimension to the reference.
10. Use centerline to locate feature unless the side wall is the functional surface. This will enable
the counterpart using the same dimension scheme.
ProE Setting and Common Practice
The [Link]
No Item Value Remark
1 Search_path .\PART etc .\ refer to working dir.
2 Template_designasm .\FORMAT\ask_for_more.as Change to ask_for_more_hp for OSD project
m
3 Template_solidpart .\FORMAT\ask_for_more.prt Change to ask_for_more_hp for OSD project
4 symbol_instance_pal .\FORMAT\DRAWING_FORM Drawing symbol palette
ette_file AT\INSTANCES\orca_symbols
.drw

5 mdl_tree_cfg_file .\FORMAT\orca_tree.cfg Model tree setting file

6 pro_colormap_path .\FORMAT [Link] file location
7 drawing_setup_file .\FORMAT\orca_dtl.dtl Drawing setting file

8 sketcher_starts_in_2d no Not orientate to the sketch plan. Easier to select

the correct reference
9 gtol_dim_placement UNDER_VALUE GDT feature control frame location
10 tol_mode nominal
ProE Setting and Common Practice
The [Link]
No Item Value Remark
11 trail_dir C:\ptc\trails Trails file location. Make sure that the computer
has the folder. Delete the file regularly.
12 mapkey wc Instruction to read [Link] from the working
dir
13 measure_sig_figures 8 The accuracy of the measure function
14 enable_absolute_acc yes Needed for OSD project
uracy
15 allow_old_style_roun no Change to yes if old style round is needed
d
16 tol_display yes To display tolerance in drawing
17 Display_full_object_p yes Display the part folder and the version
ath

The1orca_dtl.dtl
tol_display yes To display tolerance in drawing
2 gtol_datums std_asme Datum display according to ASME
3 projection_type third_angle Change to first_angle for some Europe drawing