{"id":190131,"date":"2022-09-08T15:58:51","date_gmt":"2022-09-08T19:58:51","guid":{"rendered":"https:\/\/www.cati.com\/?p=190131"},"modified":"2022-09-08T15:58:51","modified_gmt":"2022-09-08T19:58:51","slug":"maximizing-save-performance-and-file-size-with-solidworks-configurations","status":"publish","type":"post","link":"https:\/\/www.cati.com\/blog\/maximizing-save-performance-and-file-size-with-solidworks-configurations\/","title":{"rendered":"Maximizing Save Performance and File Size with SOLIDWORKS Configurations"},"content":{"rendered":"<h1>Maximizing Save Performance in SOLIDWORKS<\/h1>\n<p>Nobody wants to sit around and wait for their files to save. It&#8217;s a waste of time and we can probably speed it up with some tweaks. But what should we do to make this better? Well, you&#8217;ve probably used configurations or heard of them in the past, so we can clean those up. Additionally, we should look at our display settings in SOLIDWORKS. Ideally, the files are fine enough detail that we can easily know what we&#8217;re looking at but not so detailed that it bloats the file. With those as our backdrop, let&#8217;s look at a few best practices to help you maximize your save performance with SOLIDWORKS.<\/p>\n<h2>How Configurations Impact Save Performance<\/h2>\n<p>Configurations in <a href=\"https:\/\/www.cati.com\/software\/solidworks-3d-cad\/\" target=\"_blank\" rel=\"noopener\">SOLIDWORKS<\/a> allow you to depict multiple versions of a model in a single file. They\u2019re especially useful as simplifications with non-critical features or components removed. You can also use them as representations of distinct model states (e.g., extended vs. collapsed, pre- vs. post-machining). If you\u2019re not careful, though, adding configurations to your model can worsen performance, particularly when saving the file.<\/p>\n<p>When you save a model, SOLIDWORKS stores information related to the active configuration <em>at a minimum<\/em>. (It\u2019s often more than just the active configuration, but I\u2019ll get to that later.) Though there are other contributing factors, the size of the file tends to be driven by that active configuration\u2019s feature data (the calculations required to build its feature tree) and display data (its graphical representation). So, the more complex the active configuration is, the larger the file will be and the longer it will take to save.<\/p>\n<p>To prove this point\u2014and to show some easy tricks to keep things running smoothly\u2014let\u2019s look at this engine head model. It has four configurations, differentiated only by the number of active features. To get a general sense of the complexity of each configuration, I&#8217;ve listed their feature and face counts below:<\/p>\n<ul>\n<li>Full: 112 features, 1272 faces<\/li>\n<li>Simplified: 68 features, 750 faces<\/li>\n<li>Rocker Box Fillet State: 59 features, 649 faces<\/li>\n<li>Spartan: 51 features, 349 faces<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-190146 size-full\" src=\"https:\/\/www.cati.com\/wp-content\/uploads\/2022\/08\/comparison-of-engine-head-configurations-1.png\" alt=\"Comparison of engine head configurations\" width=\"952\" height=\"477\" srcset=\"\/wp-content\/uploads\/2022\/08\/comparison-of-engine-head-configurations-1.png 952w, \/wp-content\/uploads\/2022\/08\/comparison-of-engine-head-configurations-1-300x150.png 300w, \/wp-content\/uploads\/2022\/08\/comparison-of-engine-head-configurations-1-768x385.png 768w\" sizes=\"auto, (max-width: 952px) 100vw, 952px\" \/><\/p>\n<h2>Influence of the Active Configuration on Save Performance<\/h2>\n<p>In order to see how the active configuration affects performance, I saved the engine head model in each configuration and recorded the resulting file size. When saving the model with the Full configuration active, the file size was around 3300 KB. This value jumps around as I save, but it was usually in that 3300 KB area. With the Simplified configuration active, the file size was close to 2000 KB. With Rocker Box Fillet State, it&#8217;s about 1750 KB. And finally, with Spartan, the size is only around 1250 KB.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-190201 size-full\" src=\"https:\/\/www.cati.com\/wp-content\/uploads\/2022\/08\/Pic2_ActiveConfigFeatureData.png\" alt=\"The file size when saving is directly related to the size of the active configuration. Maximize your save performance by saving your file with the smallest configuration possible.\" width=\"433\" height=\"592\" srcset=\"\/wp-content\/uploads\/2022\/08\/Pic2_ActiveConfigFeatureData.png 433w, \/wp-content\/uploads\/2022\/08\/Pic2_ActiveConfigFeatureData-219x300.png 219w\" sizes=\"auto, (max-width: 433px) 100vw, 433px\" \/><\/p>\n<p>Clearly, the active configuration impacts the file size. However, I had to be kind of careful to measure this correctly. Notice in each scenario that only one configuration\u2014the active one\u2014has a checkmark. The rest have dashes. Dashes indicate that SOLIDWORKS isn&#8217;t caching the feature data for those model configurations.<\/p>\n<p>Any configurations with checkmarks, whether green or grey, are being remembered by the model, so to speak. The difference in color is just to differentiate the active (green) configuration from the inactive (grey). If you\u2019re looking at your ConfigurationManager and see a bunch of checkmarks, you\u2019re likely storing a lot more data in your file than you need.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-190148 size-full\" src=\"https:\/\/www.cati.com\/wp-content\/uploads\/2022\/08\/checkmarks-versus-dashes-1.png\" alt=\"Checkmarks versus dashes identifies which configurations are saved with the file and which are purged.\" width=\"489\" height=\"197\" srcset=\"\/wp-content\/uploads\/2022\/08\/checkmarks-versus-dashes-1.png 489w, \/wp-content\/uploads\/2022\/08\/checkmarks-versus-dashes-1-300x121.png 300w\" sizes=\"auto, (max-width: 489px) 100vw, 489px\" \/><\/p>\n<h2>Feature Data<\/h2>\n<p>Each time you save, SOLIDWORKS isn\u2019t necessarily saving information related to the active configuration alone. It\u2019s also saving feature data for the inactive configurations that have a checkmark. The more configurations you have checked, the larger the file will be, as you can see from the numbers in the image below. With all four configurations being cached, my file is more than twice the size as when I had the Full configuration on its own.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-190202 size-full\" src=\"https:\/\/www.cati.com\/wp-content\/uploads\/2022\/08\/Pic4_AllConfigsFeatureData.png\" alt=\"The amount of detail in the cached configurations directly affects your file size when saving. Maximize save performance by only caching the configurations you need cached.\" width=\"431\" height=\"588\" srcset=\"\/wp-content\/uploads\/2022\/08\/Pic4_AllConfigsFeatureData.png 431w, \/wp-content\/uploads\/2022\/08\/Pic4_AllConfigsFeatureData-220x300.png 220w\" sizes=\"auto, (max-width: 431px) 100vw, 431px\" \/><\/p>\n<p>(I\u2019m not entirely sure why the one with only the Full configuration came out to 250 KB higher this time than what I\u2019d recorded for that situation in the last example. I started seeing 3550 KB consistently though, so something must\u2019ve changed with the model behind the scenes in between my first testing and this one.)<\/p>\n<p>Normally, when you change from one configuration to another, SOLIDWORKS will keep the feature data for the one you switched out of, meaning you\u2019ll see the grey check next to it in the ConfigurationManager. This enables quicker toggling between configurations in the future, as it requires less effort from SOLIDWORKS to activate a cached configuration than one that\u2019s been unloaded.<\/p>\n<h3>Unload a Cached Configuration<\/h3>\n<p>There are a few ways to unload a cached configuration. Editing a feature, whether you change any parameters or not, will typically cause the inactive configurations to lose their checks. The next time you activate one of those configurations, SOLIDWORKS will need to recalculate it to determine whether that feature edit had changed the model from the last time it was built.<\/p>\n<p>If you right-click the top-level part name in the ConfigurationManager, there\u2019s a category called Rebuild on Save Mark. The options in this flyout menu can be used to control how feature data is stored.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-190205 size-full\" src=\"https:\/\/www.cati.com\/wp-content\/uploads\/2022\/08\/Pic5_RebuildOnSaveMarkFlyout.png\" alt=\"The \u201cAdd Mark\u201d options are used to apply a Rebuild on Save Mark to certain configurations. Attaching a Rebuild on Save Mark to a configuration forces SOLIDWORKS to rebuild it every time you save the file; in other words, the program will cache its feature data\" width=\"707\" height=\"374\" srcset=\"\/wp-content\/uploads\/2022\/08\/Pic5_RebuildOnSaveMarkFlyout.png 707w, \/wp-content\/uploads\/2022\/08\/Pic5_RebuildOnSaveMarkFlyout-300x159.png 300w\" sizes=\"auto, (max-width: 707px) 100vw, 707px\" \/><\/p>\n<p>The \u201cAdd Mark\u201d options are used to apply a Rebuild on Save Mark to certain configurations. Attaching a Rebuild on Save Mark to a configuration forces SOLIDWORKS to rebuild it every time you save the file; in other words, the program will cache its feature data. This helps you ensure that certain configurations are up to date and can be quickly activated later. This also, though, increases the amount of information SOLIDWORKS saves with the document, so files will be bigger and saves will be slower.<\/p>\n<p>You\u2019ll see the Save floppy disk icon next to any configurations that have one of these marks applied to them.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-190151 size-full\" src=\"https:\/\/www.cati.com\/wp-content\/uploads\/2022\/08\/rebuild-on-save-mark-icon-1.png\" alt=\"Rebuild on Save Mark icon\" width=\"339\" height=\"118\" srcset=\"\/wp-content\/uploads\/2022\/08\/rebuild-on-save-mark-icon-1.png 339w, \/wp-content\/uploads\/2022\/08\/rebuild-on-save-mark-icon-1-300x104.png 300w\" sizes=\"auto, (max-width: 339px) 100vw, 339px\" \/><\/p>\n<p>The option at the bottom of the flyout menu, \u201cRemove Mark and Purge Data for All Configurations,\u201d gets rid of any Rebuild on Save Marks you&#8217;ve applied and unloads all of the cached data. The active configuration\u2019s data will still be kept, but all inactive configurations will then show the grey dash icon.<\/p>\n<p>There is also a way to automatically purge data from inactive configurations every time you save the document. This option is called \u201cPurge cached configuration data,\u201d found in the Performance category of System Options.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-190208 size-full\" src=\"https:\/\/www.cati.com\/wp-content\/uploads\/2022\/08\/Pic7_PurgeOnSave-1.png\" alt=\"You can help your save performance by purging cached configuration data to ensure you don't have unnecessary configuration detail in your models.\" width=\"776\" height=\"583\" srcset=\"\/wp-content\/uploads\/2022\/08\/Pic7_PurgeOnSave-1.png 776w, \/wp-content\/uploads\/2022\/08\/Pic7_PurgeOnSave-1-300x225.png 300w, \/wp-content\/uploads\/2022\/08\/Pic7_PurgeOnSave-1-768x577.png 768w\" sizes=\"auto, (max-width: 776px) 100vw, 776px\" \/><\/p>\n<p>This setting will not impact configurations that have a Rebuild on Save Mark. Those configurations will still be rebuilt and their data will still be stored when you save the file. However, any configurations with a grey check will drop to a grey dash upon saving if this option is turned on.<\/p>\n<p>So, there is a tradeoff between caching feature data and purging it. If the data is kept, it will be faster to switch between configurations within the design or within a higher-level assembly, but the file will be larger and take longer to save. It just comes down to what you care about most, whether it\u2019s the in-model performance for activating configurations or the save time and file size.<\/p>\n<h2>How Display Data Helps Maximize Save Performance<\/h2>\n<p>In addition to feature data, you can also cache display data for your configurations. This is necessary for viewing tools like eDrawings or the SOLIDWORKS PDM Preview tab in Windows File Explorer. If the display data is stored with the file, then these programs will be able to open the model and know what it\u2019s supposed to look like in 3D space.<\/p>\n<p>Under Document Properties in the Image Quality category, there is an option called \u201cSave tessellation data with part document.\u201d When this is turned on, SOLIDWORKS saves the display data for the active configuration at least. This is another way that the active configuration influences the file size. I had this setting enabled during the testing described above.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-190216 size-full\" src=\"https:\/\/www.cati.com\/wp-content\/uploads\/2022\/08\/Pic8_SaveTessellationData-1.png\" alt=\"Maximizing your save performance can be directly tied to the image quality saved into your files using save tessellation with part document.\" width=\"630\" height=\"475\" srcset=\"\/wp-content\/uploads\/2022\/08\/Pic8_SaveTessellationData-1.png 630w, \/wp-content\/uploads\/2022\/08\/Pic8_SaveTessellationData-1-300x226.png 300w\" sizes=\"auto, (max-width: 630px) 100vw, 630px\" \/><\/p>\n<p>It&#8217;s worth noting that this option is only relevant for part models. It&#8217;s grayed out for assemblies. Assemblies appear to automatically save the tessellation data for the active configuration so that it can always be presented in a viewing tool, even if the referenced part models have \u201cSave tessellation\u201d disabled.<\/p>\n<h2>Minimize Triangles to Maximize Save Performance<\/h2>\n<p>It is also important to mention that the Image Quality value on the slider impacts the file size if the tessellation data is being saved. The image below shows how the engine head responded to this parameter. Higher image quality means larger files and potentially longer save times. (It also could mean more time waiting for the part to rebuild, as I found earlier this year while working on <a href=\"https:\/\/www.cati.com\/blog\/picking-apart-pattern-performance-features-faces-and-sketches\/\">an article for pattern performance<\/a>.)<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-190198\" src=\"https:\/\/www.cati.com\/wp-content\/uploads\/2022\/08\/Pic9_ImageQualityFileSizes.png\" alt=\"The more detail you have saved into files can impact your solidworks save performance.\" width=\"550\" height=\"333\" srcset=\"\/wp-content\/uploads\/2022\/08\/Pic9_ImageQualityFileSizes.png 694w, \/wp-content\/uploads\/2022\/08\/Pic9_ImageQualityFileSizes-300x182.png 300w\" sizes=\"auto, (max-width: 550px) 100vw, 550px\" \/><\/p>\n<p>Again, turning on \u201cSave tessellation\u201d will only save the active configuration\u2019s display data by default. If you then open the model in eDrawings, for instance, you\u2019ll only be able to look at the active configuration; it won\u2019t let you switch to any of the others because it doesn\u2019t know what those configurations look like.<\/p>\n<p>If you want to have access to other configurations as well, you can create a Display Data Mark for them. Similar to the Rebuild on Save Mark, you\u2019ll see options related to this feature when right-clicking the top-level file name in the ConfigurationManager.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-190206 size-full\" src=\"https:\/\/www.cati.com\/wp-content\/uploads\/2022\/08\/Pic10_DisplayDataMarkFlyout.png\" alt=\"\" width=\"708\" height=\"391\" srcset=\"\/wp-content\/uploads\/2022\/08\/Pic10_DisplayDataMarkFlyout.png 708w, \/wp-content\/uploads\/2022\/08\/Pic10_DisplayDataMarkFlyout-300x166.png 300w\" sizes=\"auto, (max-width: 708px) 100vw, 708px\" \/><\/p>\n<p>Any configurations with Display Data Marks will be available within eDrawings or other viewers along with the active configuration. (If it&#8217;s a part model, \u201cSave tessellation\u201d must be enabled.) These configurations will have a part or assembly icon with an eye in the ConfigurationManager.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-190155 size-full\" src=\"https:\/\/www.cati.com\/wp-content\/uploads\/2022\/08\/display-data-mark-icon-1.png\" alt=\"Display Data Mark icon\" width=\"309\" height=\"120\" srcset=\"\/wp-content\/uploads\/2022\/08\/display-data-mark-icon-1.png 309w, \/wp-content\/uploads\/2022\/08\/display-data-mark-icon-1-300x117.png 300w\" sizes=\"auto, (max-width: 309px) 100vw, 309px\" \/><\/p>\n<p>If you want to remove your Display Data Marks and throw out saved display data, you can use the \u201cRemove Mark and Purge Data for All Configurations\u201d option. Again, this will only purge data from the inactive configurations. SOLIDWORKS saves the active configuration\u2019s display data according to your Image Quality settings.<\/p>\n<p>Another tradeoff. If you like to preview a part in viewing tools like <a href=\"https:\/\/www.goengineer.com\/blog\/edrawings-explained-versions-limitations-features\">eDrawings<\/a> or with PDM in File Explorer, you\u2019ll need to enable the \u201cSave tessellation\u201d setting and, optionally, add Display Data Marks for any configurations you want to always have access to. If you don\u2019t care about viewing the model outside SOLIDWORKS though and want to cut down your file size and save time, you can disable \u201cSave tessellation.\u201d Because it\u2019s a Document Property, you can adjust this option on a file-by-file basis. So, you can include the data when you need it and neglect it when you don\u2019t.<\/p>\n<h2>Conclusion<\/h2>\n<p>So, configuration feature data and display data both have a significant effect on maximizing save performance. You can avoid some of these pitfalls by paying attention to the icons in the ConfigurationManager and minimizing the number of checkmarks. Also, make sure your system ignores the tessellation details used to generate the model graphically to minimize triangles. That being said, it\u2019s important to recognize the consequences these changes might have, such as slowing down the switch from one configuration to another or preventing the usage of previewing tools like eDrawings.<\/p>\n<p>Of course, if you are having persistent performance issues and want more in-depth analysis, give us a call.<\/p>\n<p>Anthony Sandri<br \/>\nApplication Engineer<br \/>\n<a href=\"http:\/\/www.cati.com\" target=\"_blank\" rel=\"noopener\">Computer Aided Technology<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Maximizing Save Performance in SOLIDWORKS Nobody wants to sit around and wait for their files to save. It&#8217;s a waste of time and we can probably speed it up with some tweaks. But what should we do to make this better? Well, you&#8217;ve probably used configurations or heard of them in the past, so we [&hellip;]<\/p>\n","protected":false},"author":150,"featured_media":190146,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[2284,1086],"tags":[1315,1136,1895,1139,1608,1146],"class_list":["post-190131","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-maximizing-solidworks-performance","category-solidworks-3d-cad","tag-configurations","tag-solidworks-pdm","tag-options","tag-edrawings","tag-save-time","tag-performance"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v22.5 (Yoast SEO v22.5) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Maximizing Save Performance and File Size with SOLIDWORKS Configurations - Computer Aided Technology<\/title>\n<meta name=\"description\" content=\"Maximizing save performance for SOLIDWORKS files means less time waiting around. 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