There is one major deciding factor to determine if moving the toolbox to a network location would be advantageous. If the intent is to customize the toolbox with part numbers, custom properties, or add hardware restrictions a network-based toolbox would likely be beneficial. There are several infrastructure restrictions to having a network-based toolbox. The first is all users will need to have constant access to a network location. This location will also need to have low latency. Any slowdown in data over the network will negatively affect program performance during operations that involve toolbox components.

The next step is to configure SOLIDWORKS to use the new location of the toolbox. To edit this navigate to Tools > Options > (tab) System Options > Hole Wizard/ Toolbox.


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Once the toolbox has been checked in the PDM system has to be configured to manage toolbox components. To configure these settings, open the administration tool and select Toolbox. Select Manage SOLIDWORKS Toolbox in the vault and define the path to the root of the toolbox.

Once this has been completed see the PDM information in the section Toolbox File Type for information on how to configure settings in the toolbox that will optimize it for use in a PDM environment.

The toolbox can populate bills of material, contain materials, and automatically be added to assemblies. These functions, though powerful, must be configured by the user(s). Ideally, these would be set up before rollout. As compared to having an incremental implementation.

Smart fastener settings control what hardware files from the toolbox are used when a user activates the smart fastener feature within SOLIDWORKS. This setting will control if these settings will be companywide or if they can be configured by individual users.

The first major setting is whether toolbox will create parts or configurations when hardware of a new configuration is used. This is an internal setting and will not change how the user interacts with the toolbox utility.

Create Configurations will add a new configuration to an existing toolbox file each time a new toolbox size is used. This will lead to very large files with a large number of configurations. This setting can see a reduced performance in large assemblies.

Create Parts will create a library of files each file representing a single configuration of a toolbox file with a single specific size. This setting will create a large volume of part files but each of these will have a very small file size.

 Writing to read-only documents this setting is typically left in its default state, this controls the read-only state of the part files in toolbox. This just gives the program the right to change the read-only flag. If either file setting has create configurations active this setting should be set to allow toolbox to change read-only status.

 Display options control what information about the hardware is visible to the user and in what context. The variable used is not limited to the standard description, comment & part number. It can be any custom toolbox property defined by the user.


PDM users will need to get latest on the toolbox database for these changes in sizes or lengths to be available for all users in the vault, to configure this functionality to automatically happen on login see the PDM-specific section in Migrating Toolbox files to a network location or PDM Vault.

Thread Data: This property is very similar to the size and length area of the toolbox, with some minor changes. The user cannot allow or restrict the thread data properties like size and length. Adding custom thread sizes to the toolbox follows the same process as adding sizes and lengths, to use this new thread data the user will also need to also add a new size that calls on the newly added thread data. When adding custom bolt sizes with unique thread data it is recommended that users add new thread data entries vs modifying existing thread data inside the toolbox.

Right-click on the hardware component and select copy, then paste the component into the desired location in the toolbox. Once this has been finished toolbox will generate a new SOLIDWORKS part file for this new component. This part file can be edited to add features to represent the changes in geometry. (locking hex nut example above) A warning when doing this, do not edit the existing features in the part, only add features below the current tree. Using relationships to scale the features is recommended as the features added will need to be valid for all component sizes.

Once this has been done launch the toolbox settings 20XX program or configure the toolbox. Once here, navigate to the folder in which this custom component should reside. It is possible to create folders as well to contain these custom components. To add a folder simply right-click on the parent folder to contain it and select Add Folder. Once the folder is added/ found simply right-click and choose Add File. This will add the component to the toolbox and allow the user to define custom properties for the newly added component.

There are two different ways to populate this data. A user or admin can either the data manually into the toolbox setting program using the fields included in the toolbox configure window. Or a faster option is the user can export the data to an excel table and populate it using excel or any other third party applications that will work with excel file types.

The toolbox has many different options for adding hardware into assemblies, the two most common methods that will be covered in this manual are drag & drop, along with the use of smart fasteners. Other great methods of adding hardware but ones not covered in this material are the use of toolbox components within smart components, smart features, and the hole series commands.

To utilize the toolbox the feature will first need to be enabled inside of Solidworks this can be done on an as needed basis or can be configured to automatically start when the program launches. If configured to launch toolbox on startup Solidworks will require a professional or premium license. The first way to add the toolbox tool is by selecting Add in now when the toolbox window is opened within the design library.

From this window locate the toolbox and the checkboxes located on either side of it. The checkbox to the left activates the utility for the current session in the software. The box to the right will trigger the utility when the program launches.

The toolbox insert window is automatically pinned allowing the user to insert duplicate pieces of hardware quickly. Once the size has been chosen the user can select any other hole wizard hole and can continue inserting hardware without reselecting size.

Call me a numpty but I can't figure out for the life of me how to configure the solidworks toolbox. I've popped open the toolbox setup window which lists the 5 steps required - but I can only click on and configure Step 1 "Hole Wizard". I can't progress beyond this point - I don't see any arrows or way of interfacing that allows me to continue to the next steps. 2 to 5 are listed and I'm clicking them but they just don't do anything. Apologies if I'm missing something dead easy here but I can't see what I'm doing wrong! Can someone advise, please?

I'm also having an issue with seeing hardware in my clean Premium SP2.0 2019 installation. I can use the hole wizard and see hole wizard standards in the toolbox configuration screen, but cannot see any hardware components. I can view sldedb files for the hardware in Program Files on my "C" drive, and can view individual hardware sldprt files, but they refuse to show in the toolbox configuration manager. Any ideas? Can't seem to find a remedy for this. I've tried repairing, deleting update files in SOLIDWORKS Data, etc.

Not yet, I am trying to do a system start-up with toolbox and am already faced with issues. I have toolbox loaded on peer PCs locally and going to the vault is possing a major problem. I am trying to get info from PTC on solutions.

please be aware that WC 10.1 M010 (released two days ago!) supposedly has the fix for toolbox, and that 10.0 M030 does NOT handle toolbox correctly. I was told that 10.0 M040 would have the fix, however that is not planned for release until August.

months ago SolidWorks changed the behavior of toolbox and PTC is now catching up with the change. If you are on other than 10.X I'm afraid you will need to reach out to PTC to see when they will adjust your version to again match the new toolbox behavior as implemented by SW.

The toolbox in 3DEXPERIENCE Works is designed to provide a comprehensive set of tools that cover the entire product development lifecycle, from conceptual design to manufacturing and beyond.

I have observed the following which may be of use to some:1) ToolBox part configurations are not saved in the model, but are

saved in the Toolbox database in the Toolbox Parts folder on the

computer (or network) where the part was created. So unless the

configuration happens to exist on the new computer you bring the part

to, the part will either not show up at all or revert to the default

size of the part on that computer.2) There does not appear to be a way of easily transfering a

configuration of a toolbox part from ToolBox on one computer to

another, without overwriting any existing configurations in the

computer being transferred to. This is very unfortunate. It would be

nice if, for example, an assembly that had a Toolbox machine bolt of

say 4.25" long was moved to another computer that also had Toolbox

with the same bolt, but not that size in the database, would

automatically add the size to it.3) In order to make Assemblies with Toolbox parts easily portable, one

has to either save all Toolbox inserted parts to the "Copiedparts"

directory (set in TooBox/Browser Configuration.../Document

Properties). This folder should be on a network, if there are multiple

users.4) To make existing models portable with TB parts configurations, they

must all be saved individually as a new part in the Solidworks

Explorer under the Tools menu. This can be quite cumbersome.Does anyone else have any ideas or quick solutions?

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