9 Replies Latest reply on Nov 11, 2016 5:31 PM by Jim Wilkinson

What is the Menu Customization on install of 2017?

Rick Becker Nov 10, 2016 4:54 PM

Upon launching SW2017 the very first time I am presented with an option...

Once answered, you will never see that box again. I had to install on a different computer just to get a screen shot.

The message has so little info to help me make an intelligent choice. I perused the What's New PDF and didn't find a mention of this change to Menu Customization.

What are the consequences of selecting Yes?

What are the consequences of selecting No?

If I select Yes, how/where can I change my selection?

If I select No, how/where can I change my selection?

Dassault programmers, can you please add some intelligent text to message boxes or at least add the Help button with a link to a descriptive page?

Re: What is the Menu Customization on install of 2017?

Tony Cantrell Nov 10, 2016 7:35 PM (in response to Rick Becker)

I believe if you use copy settings wizard and save your settings it won't make a difference when you reuse your settings.
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Re: What is the Menu Customization on install of 2017?

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Re: What is the Menu Customization on install of 2017?

Jim Wilkinson Nov 11, 2016 12:07 PM (in response to Rick Becker)

Hi Rick,

If you do a search in the help for Menu Customization, the first topic in the list of results is this one:
2017 SOLIDWORKS Help - Customize Menus

This is the menu customization that the dialog is talking about that will be reset.
This is not a new behavior in SOLIDWORkS 2017, hence why it is not in the what's new. With each release, as new menu items are added to top level and shortcut menus, we may tweak which ones are hidden or shown by default. So the dialog is asking whether you want the new, default menu customization, or if you want to keep any customization you might have made.

If you say no in the dialog, it leaves your current customization alone and just makes all new commands added in the current release visible in the menus. Then, later, if you want the default customization for the release (the equivalent of hitting yes in the dialog), you can use the the Reset to Default buttons in the customize dialog as documented in the help topic above.

If you say yes to the dialog, then it wipes out any menu customization you may have made and gives you the default customization for the current release. The only way to get your old customization back in this case is to load in the customizations if you had saved them out with the the copy settings wizard (as documented in this help topic which also talks about menu customization: 2017 SOLIDWORKS Help - Copy Settings Wizard).

We can certainly look into making the dialog more clear.

I hope this helps,
Jim
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- Re: What is the Menu Customization on install of 2017?
  
  Bob Van Dick Nov 11, 2016 11:46 AM (in response to Jim Wilkinson)
  
  Jim,
  
  I'm confused now....it doesn't seem like either option will leave your current settings intact......
  
  Bob
  
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  - Re: What is the Menu Customization on install of 2017?
    
    Jim Wilkinson Nov 11, 2016 12:06 PM (in response to Bob Van Dick)
    
    Hi Bob,
    
    I've clarified my response to be more clear as to what yes and no do. No DOES keep your personal customizations.
    
    Thanks,
    Jim
    
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  - Re: What is the Menu Customization on install of 2017?
    
    Jeremy Feist Nov 11, 2016 12:08 PM (in response to Bob Van Dick)
    
    in most years, there is no way to 100 % keep your old menu customizations. because new command(s) are added to the menus, and you did not have a setting for whether that command was hidden or not. SW defaults to show the new ones if you keep your old settings.
    
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- Re: What is the Menu Customization on install of 2017?
  
  Rick Becker Nov 11, 2016 1:23 PM (in response to Jim Wilkinson)
  
  Jim,
  
  Thank you for your answer. I have one more question I hope you can answer.
  
  The install of SW2017 was a Stand Alone install in a new directory (I created a new directory). Where does the Installation Manager get my Custom Menus from (and what else is it grabbing)?
  
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  - Re: What is the Menu Customization on install of 2017?
    
    Jim Wilkinson Nov 11, 2016 4:57 PM (in response to Rick Becker)
    
    Hi Rick,
    
    First a little background:
    In the Windows OS, for any program following the Windows standards, user settings are stored completely separate from the software installation itself. The main reason for this is so different users logged into the same machine can have different UI customization when running the same software. Windows also has "roaming profiles" where a user can log into multiple computers and their customization will follow them around to the different machines (so you could actually have SOLIDWORKS installed on multiple machines and when you as a user login to each computer, the UI customizations you've made on one machine will appear on another). To handle all of this, the user customization is stored in what is called the "registry", a part of the OS where ALL programs store their settings. Specifically, these settings are stored in an area called HKEY_CURRENT_USER.
    
    So, in answer to your question, SOLIDWORKS stores all the user UI customization for each user in the registry in HKEY_CURRENT_USER/Software/SOLIDWORKS. Within that part of the registry, there will be registry folders for each version that has ever been run by the particular user. So, for instance, let's say you have run SOLIDWORKS 2016, then the settings are in the registry in a folder called HKEY_CURRENT_USER/Software/SOLIDWORKS/SolidWorks 2016. Then you install SOLIDWORKS 2017. The first time you start up SOLIDWORKS 2017 (regardless of where it was installed on the machine), SOLIDWORKS will make a copy of the HKEY_CURRENT_USER/Software/SOLIDWORKS/SolidWorks 2016 for your account to HKEY_CURRENT_USER/Software/SOLIDWORKS/SolidWorks 2017 to carry all of your settings and customization over from the previous release to the new release. At the time this copy is being done, if our default for the menus has changed between releases, that is when we prompt to ask whether you want to keep your old ones or if you want the new ones. If you say no, we copy over your old menu customizations. If you say yes, we copy the new defaults instead.
    
    I hope this helps,
    Jim
    
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    - Re: What is the Menu Customization on install of 2017?
      
      Rick Becker Nov 11, 2016 5:09 PM (in response to Jim Wilkinson)
      
      Once again Thank You Jim. Great explanation.
      
      I have SW 2014, SW2015, SW2016 and now SW2017 on this machine.
      Is there an empirical pecking order (2016 then 2015 then 2014) for a new install to grab? Is there a limit to how far back?
      
      I wonder just how many settings are stored in the registry. (recently accessed file list, keyboard customizations, all of the many paths in the settings menu, Etc.)
      
      Would it be terribly hard to present the user with a list of settings migrating and allow us to check a box for each one we want?
      
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      - Re: What is the Menu Customization on install of 2017?
        
        Jim Wilkinson Nov 11, 2016 5:31 PM (in response to Rick Becker)
        
        Hi Rick,
        
        Settings copy forward from whatever the latest version in the registry is that the software finds (so even if you skip a release or more, the copy forward will happen).
        
        All custom user settings are stored in the registry. That includes everything in the Tools, Options, System Options tab, everything in Customize, default settings for individual feature dialogs, and all sorts of things that aren't in dialogs at all like layout of toolbars, etc.
        
        Creating an interface that would be understandable to the user for the thousands of settings that would be copied over from throughout the software would be nearly impossible. Most users use one of these approaches:
        Have the settings copy over and just use them as is.
        Have the settings copy over and then go back and tweak any they want different for the new release. For instance, if you are running multiple releases on the same machine, most users will want to have copied folders in different locations for things like their document templates.
        Work from a "clean slate" in the new release. They have the registry copied over, but then go and delete it and restart SOLIDWORKS. Then it will create a clean set of "out of the box" defaults and the user will then go back and make any customizations they want from there. Many users advise this approach because unfortunately, over time, "corruptions" can end up in the registry that adversely affect the performance and stability of SOLIDWORKS and this approach cleans those out. I wish we could detect and clean corruptions ourselves, but since we don't know what causes them or what form they may take, we don't even know what to look for to clean them.
        Work from a clean slate like #3, but then use the Copy Settings Wizard to copy forward customizations from a previous release.
        
        Users are really creative and may have other approaches too, so they should chime in to say if I have missed anything in the list above.
        
        Thanks,
        Jim
        
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