INSTALLATION GUIDE

DFMPRO for NX

Version 4.4.0

June 2017

1

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Title

Subtitle

Version 0.0 Month Year

2

Contents

DFMPro: Introduction ............................................................................................. 3

What is DFMPro for NX? ................................................................................................................... 3

Scope of this manual......................................................................................................................... 3

Terms used in this manual ................................................................................................................ 3

Troubleshooting ................................................................................................................................ 3

System Requirements ............................................................................................. 4

Installation Information .......................................................................................... 5

Location of DFMPro after installation............................................................................................... 5

Prerequisites ..................................................................................................................................... 5

Other Prerequisites Required ........................................................................................................... 5

Installing DFMPRO .................................................................................................. 6

Option-1: Using Installer (Recommended) ....................................................................................... 6

B. Standard Installation: NX not installed on local computer ......................................................... 10

License Configuration ........................................................................................... 11

License procurement made easy .................................................................................................... 11

Generate license request ................................................................................................................ 11

Types of DFMPro License ................................................................................................................ 13

Standalone License ......................................................................................................................... 13

Network License ............................................................................................................................. 14

Registration of DFMPro for NX as an add-in ......................................................... 16

NX build copied on local computer ................................................................................................. 17

NX is mapped from a server ........................................................................................................... 18

3

DFMPro: Introduction

What is DFMPro for NX?

DFMPro is a Design for Manufacturability & Assembly (DFM/A) software developed by HCL

Technologies Ltd. It is fully integrated within NX®, a parameter design, direct solid and

surface modelling software owned by Siemens. DFMPro for NX enables designers to check

their designs for manufacturability and assembly within the NX software. It further optimizes

designs by suggesting corrective steps which need to be taken at various stages of iterative

design phase.

This chapter briefly introduces the various aspects involved in installing and activating the

DFMPro for NX license.

Scope of this manual

This manual elucidates the installation procedure to be followed at the time of installing

DFMPro on NX platform. Divided into six chapters, it covers only the technical aspects

involved in the installation of DFMPro for NX.

Terms used in this manual

Following are some commonly used terms and abbreviation used in this manual-

Prerequisites are packages which must be installed for the smooth functioning of

DFMPro for NX.

Local means local computer

The workflow for installation of DFMProForNX_v4.4_x64_Setup_NX8-8.5 mentioned in this

document can be followed for any of the installers listed below-

DFMProForNX_v4.4_x64_Setup_NX7-8.5.exe

DFMProForNX_v4.4_x86_Setup_NX7-8.5.exe

DFMProForNX_v4.4_x64_Setup_NX9-10.exe

DFMProForNX_v4.4_x64_Setup_NX11.exe

Troubleshooting

If you have any questions or concerns in relation to DFMPro license installation and

activation, please contact us at: dfmpro.support@geometricglobal.com.

4

System Requirements

This chapter details the system requirements (both Hardware and Software) for DFMPro for

NX. Before installing DFMPro for NX, you need to ensure the fulfillment to the following

system requirement.

DFMPro Version v4.4.0.4444

Release Date 06/June/2017

Supported Microsoft Windows®

Operating Systems

32-bit version of Windows 7

64-bit version of Windows 7 ,Windows 8.1 and

Windows 10

Supported Languages English

Recommended RAM

Minimum: 4 GB

Recommended: 8GB

This is typical configuration requirement. Actual memory

requirements and analysis time will vary based on size of

model and number of rules.

Disk Space Minimum: 4 GB

Kindly uninstall the previous version of DFMPro for NX if any.

5

Installation Information

This chapter provides the installation details for DFMPro for NX. The chapter covers the

following-

Location of DFMPro after installation

Prerequisites for installing DFMPro for NX

Location of DFMPro after installation

When you install DFMPro, the application files and data files are installed at following

locations.

Location of Application files

C:\Program Files\Geometric\DFMPro for NX.

Application files include example parts, assemblies etc.

Location of Database Files

The data file for DFMPro can be located at

C:\Program Files\GeometricLtd\DFMPro\DFMDataBase.

In case of absence of the database files in the user interface, copy the above mentioned path,

paste it in the windows search box and press Enter.

Prerequisites

Administrator Privileges: You must be logged in as Administrator with full privileges

when setting up or making changes in the DFMPro License Manager utility.

Ensure that NX (NX 8.0 or NX 8.5 or NX 9.0, NX 10, NX 11) is installed on the

machine and NX Check-Mate license is available on the user’s machine.

Any previous version of DFMPro for NX must be uninstalled before the installation

of DFMPro for NX v4.4.0.4444.

Other Prerequisites Required

Microsoft Excel 2007-2016 for Excel Based Report

Internet 6.0 and above

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Installing DFMPRO

DFMPro for NX can be installed by -

Option-1: Using Installer (Recommended)

A. Standard Installation: NX installed on local computer

For x32 operating system, run DFMProForNX_v4.4x86_Setup_NX8-8.5 file to install DFMPro

for NX.

The executable first searches for the prerequisites on computer. If prerequisites are not

found, it will first install those and then launch the installation for product.

See Registration of DFMPro for NX as an add-in.

NX BUILD COPIED LOCALLY NX BUILD MAPPED FROM A SERVER

WITHOUT INSTALLER

INSTALLING DFMPRO

NX NOT ON LOCAL NX ON LOCAL

WITH INSTALLER

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Now follow the steps listed below:

Double click the .exe file to launch the following window. Click Next.

Click on I Agree in the End User License Agreement dialogue box.

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On agreeing to the End User License Agreement, the following window would

appear in the user interface. This allows user to change the Default DFMPro

installation location (which by default is C:\Program Files\Geometric\DFMPro for

NX(x64)\) and database location (the default location of which is

C:\ProgramData\GeometricLtd\DFMPro\DFMDataBase\) by way of clicking on the

Change button.

The default setting provided can as well be used by users. After making the desired

changes Click Next.

Depending on the version of NX installed on the local computer, DFMPro will

automatically detect and select the version. You can manually check/ uncheck the

version based on the desired DFMPro installer.

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DFMPro detects the version of NX installed on your system, as result of which you

would see the following in the user interface. Click Next to continue or Change to

use a different version installed on your system.

To begin the installation process, click Install.

Based on your need and availability of a license with you, click on either of the

following in the radio button list-

Request License,

Setup License (standalone or network),

Display License,

None

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Click Finish to complete the installation process.

B. Standard Installation: NX not installed on local computer

NX build copied on local computer

NX build mapped from a server

Option-2 Without installer

Please contact DFMPro support for detailed instructions.

11

License Configuration

License procurement made easy

For obtaining a DFMPro for NX license, follow the steps mentioned below-

Send us a license request via email as described in Generate license request.

Generate the request from the license server for a network license or from the

client machine for node locked license.

On receiving a license file, install and activate the license.

DFMPro for NX would fail to run in the absence of an activated license

Generate license request

Start DFMPro License Manager Application from

Start>>Programs>>DFMPro>>DFMProforDFMProForNX>>DFMProLicenseManager.

Click the License Setup tab and then click on the Request License button.

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Fill all the required fields in the form which appears in the user interface. Send the

form via Outlook or Save and mail to dfmpro.register@geometricglobal.com.

13

Types of DFMPro License

Depending on your requirement of single-user or multiple-user, you can request for a

DFMPro license which can be activated either as standalone (single-user installation) or as a

Network License (for multiple-user installations).

Standalone License

A standalone license (node-locked) authorizes the installation and use of DFMPro on a

specific machine. Ideal for small offices and individual use, the standalone license can be

activated in the following manner-

Activating standalone license

On acquiring the DFMPro license, click Browse to select the valid license key and

then click on the Apply button.

Standalone License (Node locked)

DFMPro License

Network License (Multi-user)

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To find the availability of modules, click on the Authorized Modules tab.

Click OK to complete the process.

Network License

Network License is best suited for large organizations where multitude of users can rely on

limited number of licenses. In this case, a designated server machine allows authorized users

to access the DFMPro license upon their request.

Activating Network License

On acquiring the DFMPro license, click on Server Settings tab of the DFMPro license

manager.

To select network license path, click Browse.

Then click on Install DFMPro license service button>>Start>>Apply. {Server Side}

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Now click on License Setup tab on DFMPro License Manager. {Client Side}

Check Set Server Host name and Port number for floating license radio button.

Provide Server Host name. Provide port number if a specific port has been opened

for communication.

To find the availability of modules, click on Authorized Modules tab.

Click OK to complete the process.

16

Registration of DFMPro for NX as an add-in

DFMPro for NX is an auxiliary application which needs to be registered with NX Check-Mate

through a custom_dirs.dat file.

Once registered, DFMPro add-in will be visible in the menu bar.

Following lines need to be added in the custom_dirs.dat file for registering DFMPro

with NX Check-Mate

$DFMPro_NX_Installation\dfmpro

$DFMPro_NX_Installation\dfmpro\Check-Mate\Profile

$DFMPro_NX_Installation\dfmpro\Check-Mate\Checker

This will not be true if the custom_dirs.dat file is pre-configured to be read from a

different location. Please contact your CAD administrator or DFMPro support in

such scenarios.

In case DFMPro is not visible in the menu of NX after installation, it means that

DFMPro entries were not made in the custom_dirs.dat file which is read by NX

Check-Mate.

There are multiple ways in which DFM can be registered.

Through the installer

In this case, the installer of DFMPro for NX will make the required changes in the

custom_dirs.dat file present in the UGII\menus folder of NX installation. In case you do not

have required permissions for modifying this file, please contact your CAD administrator.

Manually (one time registration)

In this scenario, the lines mentioned above should be manually added in the custom_dirs.dat

file set by the CAD administrator for registration. This custom_dirs.dat file will comes with NX

Installation and present inside UGII/Menus directory. If user has provided an environment

variable UGII_CUSTOM_DIRECTORY_FILE, then the xx.dat file pointing by this environment

variable should be modified with the lines mentioned above.

17

NX build copied on local computer

In this scenario, NX is not installed on the user’s computer by using the standard installation

method, but it is copied to the user’s computer. Following are the steps to be followed in this

case-

Launch the installer of DFMPro for NX and proceed as directed.

On arriving at the following screen, all check boxes will remain unchecked as the

installer is not able to detect the NX installation directory automatically.

Select the appropriate NX version.

Click Change for the selected NX version and browse to the location where NX build

is copied.

Example: D:\Copied\Siemens\NX 8.0\”

Selected location of NX folder should contain the UGII directory which contains the

custom_dirs.dat file being read by NX Check-Mate.

Click Next to continue the DFMPro installation and proceed as per directed till

installation is complete.

On launch of NX, DFMPro should visible in the menu. If not, try manual registration,

contact your CAD administrator or contact DFMPro support.

18

NX is mapped from a server

In this scenario, NX is not installed on the user’s computer. NX is installed/copied on the

server. Following steps need to be followed in such case-

Please make sure antivirus protection is off on accessing machine before installing DFMPro.

Launch the DFMPro for NX installer and proceed as directed.

On arriving at the following screen, all check boxes will remain unchecked as the

installer is not able to detect the NX installation directory automatically.

Select the appropriate version of NX.

Click Change for the selected NX version and browse to the server location where

NX build is available.

Example: Mapped drive “X:\....\ Siemens\NX 8.0\”

Selected location of NX folder should contain the UGII directory which contains the

custom_dirs.dat file being read by NX Check-Mate

Click Next to continue the DFMPro installation and proceed as per directed till

installation is complete.

On launch of NX, DFMPro should visible in the menu. If not, try manual registration,

contact your CAD administrator or contact DFMPro support.