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Copy Settings Wizard: Easy as 1, 2, 3!

Learn how to save out your settings and and restore them with this quick function!

Have you ever watched a YouTube video and thought to yourself, “Man, if I could get my interface customized just right, I could be as fast as that guy…?”

Or, are you the CAD admin for a decent size group of engineers and find yourself wishing they would just standardize their SOLIDWORKS settings already, so you don’t have to hunt for the needle in the haystack check box every time they "didn’t change anything, man – really!  I just turned it on this morning and it’s not seeing my templates anymore?”

Or, are you like me and insist on having a backup of everything because you’d happily go back to your settings from a month ago if it meant you didn’t have to search for that sly check box that your past self turned off as a one time deal and then forgot to turn back on?

If any of these scenarios sound familiar, I’ve got an awesome solution to suggest…  It’s called the Copy Settings Wizard.

In three simple steps, you can create a backup of your SOLIDWORKS settings and share it with your team.

Step 1.  

Access the Copy Settings Wizard right from the SOLIDWORKS Task Pane:

Step 2. 

On the first page of the Copy Settings Wizard, you’re offered three options. We’re going to start by saving our current settings:

Step 3.

On the next page, you’ll need to Browse to the existing settings file, choose what settings you would like to capture, then hit finish:

When you hit finish, the Wizard will let you know the save was successful.

Whew! Now you have SOLIDWORKS settings you can share with your coworkers. But how does that work, exactly? I prefer to put them in a shared network location and have everyone load from there. You could also put them on a jump drive and copy them to other machines.

And last but not least, you could email them. Before you email these files though, there is something you should know. What we have saved is a Windows Registry file, and when you attempt to email the .reg file type, most mailers either won’t send it or won’t accept it. To get around this issue, you can rename the file from “settings.reg” to “settings.reg.txt” so that it can be successfully attached. When the recipient downloads the attachment, they can remove the .txt extension and then apply the settings to their machine.

When you are ready to load settings on a machine, it’s the same three step process.

Step 1.

Access the Copy Settings Wizard right from the SOLIDWORKS Task Pane:

Step 2.

On the first page of the Copy Settings Wizard, you’re offered two options. This time, we’re going to choose to restore to existing settings:

Step 3.

On the next page, you’ll need to Browse to the existing settings file, choose what settings you would like to apply, and then hit next:

On the next page, SOLIDWORKS has your back. What usually happens to me is I forget to backup my current settings before beginning a restore. Never fear! Rather than going back to the first page, saving, and restarting the Copy Settings Wizard, you can just check the box and create a Backup before the Restore and hit Finish:

Start your SOLIDWORKS awareness campaign when you’ve got those five minutes before lunch; open up Tools>Options and have fun exploring!