Setting Drafting Standards and Locking User Settings
By Rishi Kumar Patel

This article is explains how to Set Standards of the Drafting workbench and how to lock the User Settings.

After adopting CATIA as the technological solution and building the design or R & D on around CATIA, companies tend to standardize everything. For example they want to standardize the way the GUI appears, the standards used in drafting, color of entities, fonts and so on…………….. This needs an initial brainstorming in creating standards specific to their company and then customizing CATIA according to those standards.

This article aims at educating those who are ready to define their own working methodologies & standards for CATIA.

Read on………………

1. Create a folder in the name of say EDST on say desktop. Refer Fig A01

Fig A01 Creating a folder on Desktop

2. Inside EDST folder create two more folders in the name of say CATCollectionStandards & CATreferenceSettingPath. Refer Fig A02

Fig A02 Creating required folders

3. Click on CATReferenceSettingPath folder it will show the complete path in the Address bar.

4. Copy the complete path using the contextual menu. Refer Fig A03

Fig A03 Copying path from the address bar

5. Go to Start > Programs > CATIA > Tools > Environment Editor V5R16

The Environment Editor dialog box is now invoked. Environment Editor Message will display a message click on OK button to proceed further.

Again you will get Environment Editor Message click on Yes to confirm that you want to modify the environment.

Make sure that CATIA.V5R16.B16 is selected from the Name list of the Environment Editor dialog box. We have recently created two folders and you can see that there are two variables highlighted in red in the Environment Editor Dialog box with the same name. We need to give the Value of these variables equivalent to those folders. I’m assuming that the Path that you copied earlier is still copied, as we will need it in our coming steps. Refer Fig A04

Fig A04 Selecting CATIA.V5R16.B16 environment

6. Right click on the CAT Collection Standard variable from the Name area of the Environment Editor dialog box to invoke the shortcut menu. Choose the ‘Edit Variable’ option from the shortcut menu thus invoked.

The Edit Variable dialog box is now invoked. Paste the path that you have copied previously in the Value Edit box of the Variable Editor dialog box. Refer Fig A 05. Choose the OK button from the Variable Editor dialog box to confirm the new value of the variable.

Fig A 05 Assigning value to the CATCollectionStandard variable

Follow the same step and give the path of CATReferenceSettingpath variable also

7. Choose the Close button available on the top right corner of the Environment Editor dialog box. You will be prompted that environment has been modified and do you want to change these modifications. Choose the Yes button to confirm the changes made

8. Next go to the following path C:\Program Files\Dassault Systemes\B16\intel_a\code\bin

9. Copy the path

10. Open the command prompt window and change the present working directory to bin. To do so type cd C:\Program Files\Dassault Systemes\B16\intel_a\code\bin at the command prompt and press Enter from the keyboard. Refer Fig A 06

Fig A 06 Changing present working directory to bin

11. Type cnext –admin at the command prompt and press Enter from the keyboard. Refer Fig A07

Fig A07 Starting CATIA in Administration Mode

Note: Please not that if you have only CATIA V5 R16 installed on your system then you can only type cnext –admin at the Run dialog box. To invoke the Run dialog box select Start > Run.

Above 3 steps are required only if you have multiple environments on your system and you want to set the standards for any specific environment.

Now you can see that CATIA has opened. The Adminstration Mode dialog box confirms that you are running CATIA in administration mode. Choose the OK button to continue

The License Manager error dialog box is now invoked. For the first time you will be prompted to select the suitable license. Choose the OK button for now

The License Manager dialog box is now invoked. Choose the available license from the same by checking the check box available. Refer Fig A09

Fig A09 Selecting license from the License Manager dialog box

License Warning dialog box is now invoked prompting to Restart the session to take the settings into account. Choose the OK button in the License Warning dialog box and then License Manager Dialog box. Close the current CATIA session and start CATIA again.

As the new session is launched the Administration Mode dialog box gives the message that you are Running Administration Mode. Choose the OK button to proceed further.

Next step is to lock the user settings. To do so, go to Tools > Options

The Options dialog box is now invoked. Take a look at the various options, a Green Lock is appearing on the left of every option. This Administrative lock is used to lock the settings.

Using the Administrative locks you can lock the settings as desired. Refer Fig A10. In the General Tab of the Options dialog box select the No automatic backup option from the Data Save area and click on the green Administrative lock once it will change to brown color. Likewise change the user interface style to P2 and lock the setting. Go on locking the settings as per requirement and once you are done click on the OK button to confirm the changes made.

Fig A10 Locking the settings
Next step is to set the Drafting Standards. To do so, go to Tools > Standards

The Standard Definition dialog box is now invoked.Select the Drafting option from the Category drop down menu of the Standard definition dialog box. Refer Fig A11

Fig A11 selecting the Drafting option

As you know that there are some predefined standards (e.g. ANSI, ISO…etc) in CATIA. To set your own standard you need to select a Reference Standard and then modify from that Reference Standard. In this case we are selecting the ISO.xml. To do so, select the ISO.xml option from the File drop down menu

The various Standards Settings are now displayed on the left hand side of the Standard Definition dialog box.

From the left hand side select the Thread standard. On the right hand side it will show you the default thread representation. You can now change the same to Circle. Likewise go on changing the standards for other parameters also like Text, Annotations, Dimensions etc….. Refer Fig A12

Fig A12 Modifying the Standards

12. Click on the ‘Save As New’ option form the Standard Definition dialog box to save your standards in new XML file. Give the name of the file, as for now we are giving it as EDST.Copy the EDS.xml standard file from the location where it was saved and paste it to the following location: C:\Program Files\Dassault Systemes\B16\intel_a\resources\standard\drafting

13. Close the current CATIA session. Now launch a new CATIA session normally i.e. by double clicking on the CATIA icon on the desktop. Open the file for which you want to generate the drafting and select Start > Mechanical Design > Drafting. Refer Fig13

Fig A13 Getting into Drafting workbench

The New Drawing Creation dialog box is now invoked. To select the standard that you have just created click on the modify button.

The New Drawing dialog box is now invoked. Select the EDS option form the Standard drop down menu. And choose the OK button

You can now see that the Standard with which you will create the drafting is EDS (i.e the one which we created just now). Refer Fig A14

Fig A14 Getting into drafting sheet with Cutomized Standards

Rishi Kumar Patel of India holds a BE from Ujjain Engineering College and a Masters Certificate in CAD/CAM from the Central Institutue of Tool Design and currently works as a Tech Support Engineer with EDS Technologies Pvt. Ltd in Gurgaon, India. He can be reached at

© 2007 EDS Technologies.