以輕度使用者的身份開始使用
輕度使用者的帳戶通常是給內部供應鏈的成員、主管或執行長,或甚至是外部供應商或客戶來使用。所有的 Onshape 使用者都可存取單一來源的 enterprise 資料。但是在某些情況下,使用者並不需要使用所有的 CAD 功能,而僅需存取、檢視與匯出資料。為了滿足不同使用者的需要,Onshape 提供兩種類型的使用者帳戶:
- Full users - Full users have the ability to access all of Onshape’s functionality to create, edit, and share data. Typically, Full user accounts are used by engineers, designers, or CAD specialists.
- Light users - Light users can view, comment on, and export enterprise data that has been shared with them.
When you sign in to Onshape as a Light user, you experience a trimmed-down version of the Onshape user interface called the View only toolbar. Many features and toolbars are removed, leaving only the commands necessary for finding, opening, viewing, commenting on, and exporting data. These commands are conveniently accessed through the View only toolbar.
除了工具列之外,您也可以在草圖或零件上按右鍵來存取可用的指令功能表,像是 [顯示尺寸] 與其他的指令。在特徵清單中的特徵上連按兩下來查看用來建立特徵的設定與選項。
輕度使用者登入後的預設開始點是儀表板上的「活動」 資料流:
活動資料流會列出在所有您有許可權限的文件上採取的各種動作。
您不會到達活動資料流頁面的唯一情況是,文件與您直接共享,且您是經由共享的連結存取該文件 (藉由產品中的通知、電子郵件或行動裝置通知傳送 - 假設通知選項是開啟的)。
當您使用 Enterprise 中的 Onshape 時,請注意到您是在個別受控管的環境中操作,這與其他 Onshape 訂閱的環境稍有不同。Enterprise 環境是由 Enterprise 管理員所擁有及控管,且可以包含許多稱為 Enterprise 成員的使用者。
所有屬於某一特定 Enterprise 計畫的使用者會經由單一的 URL 來存取 Onshape,這個 URL 是特定於該 Enterprise 的。
Every Onshape Enterprise user has access to their particular Enterprise's account as well as an individual account. If you sign in using cad.onshape.com in lieu of your Enterprise URL, you'll find yourself in your own account. You are able to use this account to create Onshape documents that are separate from the Enterprise and not seen or managed by the Enterprise. Regardless of what platform you use, when you sign into Onshape you access this individual account first unless you use your specific Enterprise URL. Use the User menu > Switch to <enterprise name> to switch your sign in to the Enterprise account.
Onshape 文件是受版本控管的容器,可包含許多類型的資料。一個單一文件可以包含零件、組合件、工程圖,甚至是上傳的檔案 (像是 PDF、圖片或影片)。每個組織可用不同的方式來使用文件,但了解文件的架構方式與如何找出不同類型的資訊有助您更有效率地操作。
分頁
每個 Onshape 文件可能會包含不同類型的資訊,會分別出現在視窗底部的各種分頁中:
Hover over a tab for a thumbnail of its contents. Click on a tab to access its contents. You are also able to click the Tab manager button in the bottom left to see a vertical list of tabs, as well as search and filter for specific types or instances of data:
- 選擇分頁類型篩選器來根據分頁類型進行篩選。
- 輸入您想用的搜尋準則。
- 檢視搜尋的結果。
分頁可歸至 9 個類別:
- Part Studio -
Onshape 中的零件是在 Part Studio 分頁內建立的。取決於設計人員建構零件的方式,一個 Part Studio 可以包含一或多個零件。
- 工程圖 -
如果您在其他系統中使用工程圖檔案,則不會對工程圖分頁感到陌生。Onshape 工程圖可以有多張圖頁,並可參考多個零件或組合件。
- Feature Studio -
A Feature Studio is a tab containing FeatureScript, a programming language used to define your own custom features in Onshape. (See Feature Studios for more information.)
- 應用程式 -
來自 Onshape 應用程式商店的協力廠商應用程式同時會在 Onshape 文件中以分頁出現。這可能與 Onshape 的使用較不相關,但當您看到時可以理解仍是相當重要的。
- 圖片 -
上傳至 Onshape 的圖片會儲存在分頁中,且會同時顯示在分頁與分頁縮圖上。
- Zip -
A zip file is an import of compressed (or zipped) files for the purpose of storing information in Onshape along with the project data. See Importing Files for more information.
- 材料資源庫 -
Users are able to upload their own company material libraries for use in Onshape. See Customizing Materials for more information.
- PDFs -
PDFs generate a preview and may be viewed directly in the Onshape document.
- Assemblies - (including BOMs)
Assemblies are created in Assembly tabs, very similar to the assembly files you may be familiar with from other systems. One key difference is that in Onshape, the assembly simultaneously contains the Bill of Materials (BOM).
- X_T -
X-T is translated or un-translated CAD data from another system. See Importing files for more information.
For more information on using the tab manager, see Document Tabs.
Onshape 輕度使用者介面中包括下列的功能 (注意到項目數量與上方圖片中的數量一致):
- Go to Documents icon - Your company icon is located in the top far left corner of the Onshape homepage and displays the Documents page. Click this icon from anywhere in Onshape.
- Activity tab - This tab is located in the top left corner of the Light user homepage and allows you to navigate to your Activity stream (a listing of the actions you and your colleagues have taken within Onshape).
- Documents tab - The Documents tab is located in the top left corner of the Light user homepage and allows you to navigate to your Documents page (identical to clicking your company logo).
- Analytics tab - The Analytics tab allows you to navigate to your Analytics page to view reports about documents, user, and usage. For more information on Analytics, see Accessing Analytics.
- Action items tab - The Action items tab is located along the top left of the Light user homepage and allows you to navigate directly to your Action items (tasks and release management assignments) page.
- Search bar - The Search bar on the Documents page allows you to search through all documents. When a filter is selected (on the far left: Recently opened, Created by me, Shared with me), the Search is conducted on documents within that filter.
- App Store button - Onshape's App Store button, located at the top of your Light user homepage to the right of the Search bar, allows you to navigate to Onshape's App Store. Here you can purchase third-party apps to work with your Onshape data.
- Learning Center button - Onshape's Learning Center button is located at the top of the Light user homepage to the right of the App Store button, and allows you to navigate to Onshape's Learning Center, which includes self-paced courses and recorded webinars about how to use Onshape.
- Help icon - Onshape's Help menu icon is located at the top right of the page, to the right of the Learning Center button. Click on the icon to open the Help menu drop down. Select the Help option to access Onshape's Help center.
This menu also contains a way to contact support: Contact Support opens a dialog in which you can enter a question, optionally add a screenshot of your problem, and select whether or not to share your document directly with an Onshape Support representative (this permission can be revoked at any time).
- Account user icon - The right-most icon at the top of your Onshape Light user page is the Account icon, usually followed by the name of the user. Click on this icon, or your name, to open a drop down menu with options to navigate to your account, your enterprise settings, and an option to sign out.
For more information on getting started with some common setup preferences and accessing commands, see Setting Your Preferences.
Click Activity at the top of the window.
「活動」頁面是您 Onshape 的首頁,且是您在 Onshape 中作業的預設起點。您將在這個頁面中看到以資料流出現的文件相關活動。使用「省略符號」功能表來存取與活動項目相關的指令。
For more information, see Monitoring User Activity.
Click Documents at the top of the window to open the Documents page, a listing of all the documents to which you have permission.
文件頁面是您最可能開始 Onshape 作業的地方。按一下視窗左上角您公司的標誌來從 Onshape 中的各處回到文件頁面上。
文件頁面會列出所有您可存取的文件,有時會將文件單獨列出,有時則會將文件放在專案與資料夾中 (如下以紅色輪廓線框出)。這個頁面同時包含可縮減文件清單的篩選器 (以橘色輪廓線框出),以及搜尋方塊 (用黃色輪廓線框出)。按一下專案、資料夾或文件名稱來開啟。
For more information about using the Documents page, see Documents Page.
You are able to access Onshape’s advanced search bar in your Light user Documents page, shown above outlined in red. To navigate there, click , or the Go to documents icon (your company logo), both located in the top left corner of the page. Onshape's advanced search tools may be used to find specific parts, assemblies and drawings by part number, release status, version and revision.
Click the down arrow in the search bar to open the advanced search dialog . From this dialog you can specify the different parameters for your search:
舉例來說,假設您收到的工單指定的零件編號是 00203 rev B,您同時需要零件的工程圖與 3D 模型來完成工單的要求。若要同時找出這兩個項目,請開啟「進階搜尋」對話方塊然後如下所示填寫:
Click Search to display the results (shown in the second example above), and click on a result to bring you directly to the drawing and the 3D model. From there you are able to perform any of the actions described previously to comment on, measure, or export objects as needed.
For more information using the Onshape search functionality, see Advanced Search.
對文件沒有編輯權限的所有使用者,會看到的預設畫面是唯檢視工具列。
Upon entering a document, a Light user or a user with View only permissions will see this layout (note the View only toolbar outlined in red):
Enterprise 與其他帳戶的使用者在僅有「唯檢視」權限的情況下也會有這個工具列。只有 Company 帳戶擁有者可以變更 Company 設定以隱藏所有文件中的唯檢視工具列。對文件有編輯權限的使用者並不會看到唯檢視工具列。
For more information on how to operate the View only toolbar, see Using the View Only Toolbar.
唯檢視工具列位在您 Onshape Part Studio 或組合件的底部 (在上圖中以紅色輪廓線框出),提供多至 18 個工具或功能,可用的項目取決於分頁類型或使用者的權限:
- 首頁 - 按一下「首頁」圖示來自動還原至文件最初的檢視畫面。
- Rotate - Click the Rotate icon, then click and drag your cursor in the direction you want your document to rotate.
- Pan - Click the Pan icon, then click and drag your cursor in the direction you want to pan your document.
- Zoom to fit - Click the Zoom to fit icon to automatically zoom your image to fit the middle of the screen. Click the dropdown menu arrow to the right of the icon to see the following features:
- 縮放成視窗大小 -按一下 [縮放成視窗大小],然後在您要放大的圖元部分拖曳游標形成一個縮放周框方塊;您的圖片即會適當地縮放。
- 縮放 -按一下 [縮放],然後上下或左右拖曳游標來放大或縮小。
當在桌面電腦上使用 Onshape 應用程式時,您可以隨時使用滑鼠上下捲動來放大或縮小。
在使用標準 3 鍵滑鼠的 Windows 機器上,Onshape 提供下列的方案讓您在 Part Studios 與組合件中操控 3D 模型:
3D Rotate: Right-mouse-button-click+drag
Zoom in and out: Scroll up and scroll down, respectively
2D pan: Ctrl+right-mouse-button+drag (middle button click+drag)
For more information on customizing your view manipulation in Onshape, see View Navigation and Viewing Parts.
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Section view - Click the Section view icon to open the Section view manipulator:
Select the plane, planar face, or mate connector that you want to view, then click the checkmark in the top right corner of the Section view manipulator to finalize your decision.
- Properties - When you are in a Part Studio, click the Properties icon to open a Properties dialog where you will have the ability to edit your Part Studio's name, description, part number, state, and more:
To see the properties of a specific part on an entity, click the specific part and then click the Properties icon.
在組合件中按一下 [屬性] 圖示來開啟「屬性」對話方塊。
輕度使用者與沒有寫入權限的完全使用者無法編輯屬性。
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「外觀」面板 - 這個工具只會在選取一個 Part Studio 分頁時出現。按一下來從介面的右側開啟「外觀」面板。
You can see the color associated with a particular part or face. For more information about assigning colors, see Customizing Parts and Faces: Appearance.
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顯示狀態 - 僅在已選取組合件時,這個工具才會出現。按一下來開啟「顯示狀態」對話方塊。詳細資訊請參考顯示狀態。
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切割清單 - 僅當已選取 Part Studio 分頁且使用「框架」時,這個工具才會出現。按一下來開啟使用者介面右側的「切割清單」面板。詳細資訊請參考切割清單。
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自訂表格面板 - 這個工具只會在選取一個 Part Studio 分頁時出現。按一下來從介面的右側開啟「自訂表格」面板。如果已在文件中加入自訂表格,系統會開啟表格:
- Configuration panel - Click the Configuration table icon to open the Configured part properties panel (note that this icon appears only when your assembly or Part Studio contains configured properties):
要進一步了解「組態」面板,請參考組態。
- 材料表 - 按一下「BOM」圖示來開啟 BOM 面板,或關閉 BOM 面板。
- Exploded views - Click the Exploded views icon to open the panel in order to select an Exploded view to display.
僅當選取了組合件時,這個工具才會出現。
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Follow a user... - Click the Follow a user icon to open a menu with a list of users that are currently in the document (note that this icon only appears if there are multiple users in a document):
按一下您要跟隨的使用者,您的 Onshape 視窗會調整以顯示該使用者即時的文件畫面,如下圖所示:
若要停止跟隨一個使用者,請再次點按工具列中的 [跟隨使用者] 圖示。若要進一步了解跟隨使用者的詳細資訊,請參考跟隨模式。
- Export tab - Click the Export icon to open the Export dialog. Here, you can edit your document's name and export options.
- 匯出選取項目 - 按一下「匯出選取項目」圖示來匯出所有選取的幾何 (注意到僅在已選取可匯出幾何的情況下,這個圖示才會出現)。如上圖所示的「匯出」對話方塊出現;編輯您的檔案名稱、格式、版本與匯出選項,然後按一下 [匯出] 按鈕來完成操作。
- 選擇並匯出... - 若要匯出特定的組合件或零件,按一下 [匯出] 圖示右邊的下拉式功能表箭頭,然後點按 [選擇並匯出...](注意到僅在並未選取可匯出幾何的情況下,這個圖示才會出現)。這樣會開啟「匯出」操控器;按一下您要匯出的零件或組合件,然後再點按右上角的核取記號 。這樣會開啟與上方所式相同的「匯出」對話方塊。請選擇您的匯出設定然後按一下 [匯出] 按鈕來完成操作。
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Print - Click the Print icon to open the Print setup dialog:
您可以於此處編輯您的列印設定。當您準備好列印時,按一下右上角的核取記號 。這樣會開啟文件的預覽列印,並有選項可讓您選擇特定於印表機的設定。
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Measure - Hold your cursor over the Measure icon to read how the Measure tool functions:
上方的訊息說明在選取了圖元或零件時,「測量」工具如何自動出現在 Onshape 視窗的右下角。按一下 [測量] 圖示來查看工具功能的動畫範例。
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Mass Properties - Click the Mass properties icon to open the Mass properties panel:
如果在 Part Studio 中沒有選取任何零件,則「質量屬性」面板會顯示 Part Studio 的屬性。如果已選取了零件,則僅會顯示所選取零件的屬性。
在 Onshape 中的各種項目都有獨特的 URL。許多組織會在工單或 ERP 軟體中貼上對 Onshape 物件 (Part Studios、組合件、工程圖等) 特定版本的連結,以讓您可以取得所需的確切版本。可以從您瀏覽器的位址列輕鬆地複製貼上這些連結。
不會向輕度使用者提供 [共享] 的按鈕,因為不允許輕度使用者分享文件。
在 Onshape 文件中的選取項目是累加的。當您按左鍵選取幾何的一部分,然後再於幾何的另一部分點按時,Onshape 會加上第二個選取項目 (以及之後的選取項目) 而不是改選取它。您可以輕觸鍵盤上的空格鍵 (或點按空白區域) 來清除選取的項目。下方的第一個範例顯示在您文件的 Part Studio 中只選取了一個零件。第二個範例顯示同時選取三個零件時文件看起來的樣子,當選取時,系統會以黃色強調顯示零件。
You can use the Measurement and Mass properties tools in the View only toolbar, but also, the Onshape measure tool is automatic in Part Studios and Assemblies when any entity is selected. Measurement information appears automatically in the bottom right corner of the interface when you make a selection or selections. For more information on measuring, see Measure Tool.
此種情況同時適用於質量屬性。選擇一個零件或組合件,質量屬性圖示會出現在介面的右下角:
按一下圖示來顯示所選取項目的屬性。
For more information on mass properties, see Mass Properties Tool.
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當在文件中時,於分頁上按右鍵來存取環境選單:
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按一下功能表中的建立工作選項來開啟「建立工作」對話方塊:
-
指定工作名稱。
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選擇性地指定工作的說明。
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在對話方塊右側的「屬性」圖示 () 旁已指派有預設的工作類別。您可以保留或刪除這個類別,和/或輸入另一個類別。
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按一下「參考」圖示 () 來將這個工作與某一特定文件或文件版本中的零件、組合件、工程圖、檔案、Feature Studio 或應用程式相關聯。當「參考」對話方塊開啟時,按一下「加入參考」圖示 (),搜尋參考或貼上至特定參考的 URL,或從清單中選擇以找出在某一特定零件、組合件、工程圖、檔案、Feature Studio 或應用程式中的參考。您也可以建立一個版本或是檢視版本圖表。
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按一下「優先順序與日期」圖示 (),然後輸入一個到期日。
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Click Save to save the task and assign it later; click Assign to assign it to a particular user now, or click Cancel to abort the creation of the task.
若要在建立工作之後將工作重新指派給不同的使用者,請選擇 檢視工作 來編輯。在 指派給 欄位中移除使用者,然後選擇一個不同的使用者。按一下 儲存 即可重新分配工作。
You may be given permission to Comment on documents, which allows you to converse with other members of your organization directly in Onshape. To add a comment, open a document and click the Comment button in the View only toolbar to open the Comments panel, shown below:
如果您沒有評論的許可權限,則「評論」按鈕不會出現。
If you have permission to comment on the document, you can add comments to model geometry and features by right-clicking on it and selecting Add comment from the context menu, shown in the first example below. Selecting Add comment opens a Comments dialog with the part selected tagged to the comment, shown in the second example below. You can also mention other users in a comment simply by typing @ before their username.
For more information on commenting, see Commenting in Workspaces and Versions.
您可以將零件、組合件與工程圖匯出為數種不同的檔案格式。像是可讓您輕鬆地建立 STEP 檔案以供製造零件的供應商使用。如果您有匯出資料的權限,可在零件清單或 Part Studio 圖形區域的零件上按右鍵,或是在組合件分頁或工程圖分頁上按右鍵,然後從環境選單中選擇 [匯出] (如下方第一個範例所示)。會出現一個「匯出」對話方塊 (下方第二個圖片):
For more information on exporting data and supported file formats, see Exporting Files.
按滑鼠右鍵,環境選單即會出現在 Onshape 中的各處,其中包含許多可完成您操作的指令。按右鍵來啟動圖形區域中圖元 (像是零件、曲面與草圖) 的環境選單,啟動特徵清單中的項目 (像是擠出與旋轉等特徵),啟動 Part Studios 與組合件中零件清單中的項目 (個別的零件、曲面、曲線與組合件),以及啟動工程圖中的圖元。像是「匯出」等的關鍵重要指令也會在適境內文功能中出現,因此務必在介面各處使用滑鼠右鍵來存取可完成您操作目標的指令。
當使用者有發行管理的責任時 (僅限 Enterprise 或 Professional 使用者),並無法開始一個發行,但可以和可能會有觀察、評論與核准發行候選的責任。工具列中並沒有基於此目的的輕度使用者工具;不過,使用者必須經由其所接收到的通知來存取發行候選,這些通知包括:
- 帶有連結的電子郵件通知
- 文件中的內部通知
- 帶有連結的行動裝置通知
這些通知會包含「檢視發行」的連結,點按連結會直接將使用者帶至發行候選對話方塊。
To learn more about organizing documents using folders, you can follow the self-paced course here: Onshape Enterprise for Light Users (Onshape account required). You can also follow the technical briefing article here: Navigating Onshape for New Users (Onshape account required).