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Autodesk® Inventor® 2016
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Update for 2014/2015 Users

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Student Guide
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Revision 1.0
Cover Page

June 2015
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Authorized Author
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 ASCENT - Center for Technical Knowledge®
Autodesk® Inventor® 2016
Update for 2014/2015 Users
Revision 1.0
Prepared and produced by:

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ASCENT Center for Technical Knowledge
630 Peter Jefferson Parkway, Suite 175

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Charlottesville, VA 22911

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866-527-2368
www.ASCENTed.com Copyright

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ASCENT - Center for Technical Knowledge is a division of Rand Worldwide, Inc., providing

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custom developed knowledge products and services for leading engineering software
applications. ASCENT is focused on specializing in the creation of education programs that
incorporate the best of classroom learning and technology-based training offerings.

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We welcome any comments you may have regarding this training guide, or any of our products.

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To contact us please email: feedback@ASCENTed.com.

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© ASCENT - Center for Technical Knowledge, 2015
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All rights reserved. No part of this guide may be reproduced in any form by any photographic,
electronic, mechanical or other means or used in any information storage and retrieval system
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without the written permission of ASCENT, a division of Rand Worldwide, Inc.
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The following are registered trademarks or trademarks of Autodesk, Inc., and/or its subsidiaries and/or affiliates in the
USA and other countries: 123D, 3ds Max, Algor, Alias, AliasStudio, ATC, AutoCAD LT, AutoCAD, Autodesk, the Autodesk
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logo, Autodesk 123D, Autodesk Homestyler, Autodesk Inventor, Autodesk MapGuide, Autodesk Streamline, AutoLISP,
AutoSketch, AutoSnap, AutoTrack, Backburner, Backdraft, Beast, BIM 360, Burn, Buzzsaw, CADmep, CAiCE, CAMduct,
CFdesign, Civil 3D, Cleaner, Combustion, Communication Specification, Constructware, Content Explorer, Creative
Bridge, Dancing Baby (image), DesignCenter, DesignKids, DesignStudio, Discreet, DWF, DWG, DWG (design/logo),
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DWG Extreme, DWG TrueConvert, DWG TrueView, DWGX, DXF, Ecotect, ESTmep, Evolver, FABmep, Face Robot, FBX,
Fempro, Fire, Flame, Flare, Flint, FMDesktop, ForceEffect, FormIt, Freewheel, Fusion 360, Glue, Green Building Studio,
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Heidi, Homestyler, HumanIK, i-drop, ImageModeler, Incinerator, Inferno, InfraWorks, Instructables, Instructables (stylized
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robot design/logo), Inventor LT, Inventor, Kynapse, Kynogon, LandXplorer, Lustre, MatchMover, Maya, Maya LT,
Mechanical Desktop, MIMI, Mockup 360, Moldflow Plastics Advisers, Moldflow Plastics Insight, Moldflow, Moondust,
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MotionBuilder, Movimento, MPA (design/logo), MPA, MPI (design/logo), MPX (design/logo), MPX, Mudbox, Navisworks,
ObjectARX, ObjectDBX, Opticore, Pipeplus, Pixlr, Pixlr-o-matic, Productstream, RasterDWG, RealDWG, ReCap, Remote,
Revit LT, Revit, RiverCAD, Robot, Scaleform, Showcase, ShowMotion, Sim 360, SketchBook, Smoke, Socialcam,
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Softimage, Sparks, SteeringWheels, Stitcher, Stone, StormNET, TinkerBox, ToolClip, Topobase, Toxik, TrustedDWG,
T-Splines, ViewCube, Visual LISP, Visual, VRED, Wire, Wiretap, WiretapCentral, XSI.
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All other brand names, product names, or trademarks belong to their respective holders.
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General Disclaimer:
Notwithstanding any language to the contrary, nothing contained herein constitutes nor is intended to constitute an offer,
inducement, promise, or contract of any kind. The data contained herein is for informational purposes only and is not
represented to be error free. ASCENT, its agents and employees, expressly disclaim any liability for any damages, losses
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or other expenses arising in connection with the use of its materials or in connection with any failure of performance, error,
omission even if ASCENT, or its representatives, are advised of the possibility of such damages, losses or other
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expenses. No consequential damages can be sought against ASCENT or Rand Worldwide, Inc. for the use of these
materials by any third parties or for any direct or indirect result of that use.
The information contained herein is intended to be of general interest to you and is provided "as is", and it does not
address the circumstances of any particular individual or entity. Nothing herein constitutes professional advice, nor does
it constitute a comprehensive or complete statement of the issues discussed thereto. ASCENT does not warrant that the
document or information will be error free or will meet any particular criteria of performance or quality. In particular (but
without limitation) information may be rendered inaccurate by changes made to the subject of the materials (i.e. applicable
software). Rand Worldwide, Inc. specifically disclaims any warranty, either expressed or implied, including the warranty
of fitness for a particular purpose.
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 C o n t e n ts

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Preface ........................................................................................................... vii

In this Guide ................................................................................................... ix

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Practice Files .................................................................................................. xi

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Chapter 1: Interface and General Enhancements...................................... 1-1
e EN1.1 Getting Started in Autodesk Inventor 2016 .................................. 1-2
My Home........................................................................................... 1-2
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Project Files ...................................................................................... 1-4
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Opening Files & Recent Files............................................................ 1-4

Creating New Files............................................................................ 1-5
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1.2 Autodesk Inventor 2016 Interface.................................................. 1-7

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1.3 General Enhancements ................................................................ 1-10

Canceling Operations...................................................................... 1-10
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Parameters Dialog Box ................................................................... 1-10

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Application Manager ....................................................................... 1-11

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File Import & Export ........................................................................ 1-11

Application Options ......................................................................... 1-11
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Help................................................................................................. 1-13
Autodesk A360................................................................................ 1-14
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Practice 1a Getting Started in Autodesk Inventor 2016.................... 1-15

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Chapter Review Questions................................................................... 1-24

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Chapter 2: Sketching Enhancements ......................................................... 2-1

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2.1 Sketching Tool Enhancements...................................................... 2-2

Sketch Interface ................................................................................ 2-2
New or Enhanced 2D Sketching Tools ............................................. 2-3
New or Enhanced 3D Sketching Tools ............................................. 2-5
Dimensions ....................................................................................... 2-7
General Sketch Enhancements ........................................................ 2-7

© 2015, ASCENT - Center for Technical Knowledge® i

 Autodesk Inventor 2016 Update for 2014/2015 Users

2.2 Constraint Enhancements.............................................................. 2-8

Constraint Symbols ........................................................................... 2-8
Assumed Constraints ........................................................................ 2-8
Relax Mode ....................................................................................... 2-9
Deleting Constraints........................................................................ 2-10

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Show and Hide Constraints............................................................. 2-11
Constraint Settings.......................................................................... 2-11

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Practice 2a Sketching in Autodesk Inventor 2016 ............................ 2-15

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Practice 2b Working with Constraints................................................ 2-21

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Chapter Review Questions................................................................... 2-26

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Chapter 3: Part Enhancements ................................................................... 3-1
3.1 Feature Enhancements................................................................... 3-2

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Sweep ............................................................................................... 3-2

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Work Features................................................................................... 3-3
Parting Line Drafts ............................................................................ 3-3

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Replace Face .................................................................................... 3-5
e EN Boundary Patch................................................................................. 3-6
Ruled Surfaces.................................................................................. 3-6
Threads ............................................................................................. 3-8
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General Feature Improvements ........................................................ 3-9
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3.2 Modeling Enhancements.............................................................. 3-10

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Part Simplification ........................................................................... 3-10

Working with Solid Bodies............................................................... 3-13
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iPart Table....................................................................................... 3-14

Attaching Point Cloud Data ............................................................. 3-15
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Practice 3a Modeling Enhancements ................................................. 3-19

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Practice 3b Ruled Surface Creation ................................................... 3-22

Practice 3c Model Simplification ........................................................ 3-29
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Chapter Review Questions................................................................... 3-35

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Chapter 4: Assembly Enhancements ......................................................... 4-1

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4.1 Constraint Enhancements.............................................................. 4-2

Joint Origin Creation ......................................................................... 4-2
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Sick Constraints ................................................................................ 4-3

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4.2 General Enhancements .................................................................. 4-4

Assemble Tab ................................................................................... 4-4
Assembly Patterns ............................................................................ 4-4
Replacing Components..................................................................... 4-5
Interference Analysis......................................................................... 4-5
Work Planes...................................................................................... 4-6
Assembly Performance ..................................................................... 4-6

ii © 2015, ASCENT - Center for Technical Knowledge®

 Contents

4.3 Presentations ................................................................................ 4-11

View Creation.................................................................................. 4-11
Exploding a View After Creation ..................................................... 4-12
Adding Tweaks................................................................................ 4-12
4.4 Frame Generator ........................................................................... 4-15

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Practice 4a Express Mode ................................................................... 4-17

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Practice 4b Create an Explode Presentation ..................................... 4-20
Practice 4c Frame Generator .............................................................. 4-25

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Chapter Review Questions................................................................... 4-45

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Chapter 5: Drawing Enhancements ............................................................ 5-1
5.1 View Enhancements ....................................................................... 5-2
Creating a New Drawing ................................................................... 5-2

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Base & Projected Views.................................................................... 5-2
View Labels....................................................................................... 5-5

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Transparent Components ................................................................. 5-6
e EN Drawing Sketches ............................................................................. 5-7
Drawing Performance ....................................................................... 5-7
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5.2 Annotation Enhancements............................................................. 5-9
Sheet Properties ............................................................................... 5-9
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Foreshortened General Dimensions ................................................. 5-9

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Tables ............................................................................................. 5-11

Parts List ......................................................................................... 5-11
Balloons .......................................................................................... 5-12
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Text ................................................................................................. 5-14

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Annotation Leaders ......................................................................... 5-15

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Symbol Enhancements ................................................................... 5-16

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Practice 5a Drawing Enhancements................................................... 5-20

Chapter Review Questions................................................................... 5-37
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Chapter 6: Working with Imported Data ..................................................... 6-1

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6.1 Importing CAD Data ........................................................................ 6-2

File Import Types .............................................................................. 6-2
Importing Files................................................................................... 6-3
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6.2 Direct Edit ........................................................................................ 6-8

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Move ................................................................................................. 6-8

Size ................................................................................................. 6-10
Scale ............................................................................................... 6-11
Rotate.............................................................................................. 6-13
Delete.............................................................................................. 6-15

© 2015, ASCENT - Center for Technical Knowledge® iii

 Autodesk Inventor 2016 Update for 2014/2015 Users

6.3 Associative DWG Files ................................................................. 6-17

Importing a DWG File as an Underlay ............................................ 6-17
Controlling Layer Visibility ............................................................... 6-18
Moving an Underlay ........................................................................ 6-18
Using an Underlay to Create Geometry .......................................... 6-19

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Practice 6a Opening a CATIA Assembly............................................ 6-21
Practice 6b Direct Edit ......................................................................... 6-25

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Practice 6c Associative DWG Layout................................................. 6-35

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Practice 6d Import Associative DWG Data into a Part File

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(Optional) .............................................................................................. 6-44

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Chapter Review Questions................................................................... 6-55

Appendix A: Introduction to Freeform Modeling.......................................A-1

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A.1 Creating Freeform Geometry .........................................................A-2
Creating Standard Freeform Shapes ................................................ A-2

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Creating a Face Freeform ................................................................. A-6
e EN Converting Geometry to a Freeform ................................................. A-7
Deactivating and Activating Freeform Mode ..................................... A-9
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A.2 Editing Freeform Geometry..........................................................A-10
Edit Form......................................................................................... A-10
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Working with Edges ........................................................................ A-15

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Working with Faces......................................................................... A-21

Working with Points......................................................................... A-23
Thickening Freeform Geometry ...................................................... A-25
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Controlling Symmetry...................................................................... A-26

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Mirroring Freeform Geometry.......................................................... A-28

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Deleting Entities .............................................................................. A-28

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Practice A1 Box Freeform Modeling................................................... A-30

Practice A2 Cylinder Freeform Modeling ........................................... A-42
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Practice A3 Working with Existing Geometry ................................... A-52

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Practice A4 Bridging Freeform Geometry (Optional)........................ A-60

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Chapter Review Questions...................................................................A-63

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Appendix B: Sheet Metal Enhancements ...................................................B-1

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B.1 Sheet Metal Feature Enhancements..............................................B-2

Cuts................................................................................................... B-2
A-Side Definition ............................................................................... B-2
Flat Pattern........................................................................................ B-4
Punch ................................................................................................ B-4
Zero Bend Radius ............................................................................. B-7
Unfold/Refold .................................................................................... B-8

iv © 2015, ASCENT - Center for Technical Knowledge®

 Contents

B.2 Multi-Body Modeling .......................................................................B-9

Creating the First Solid Body .......................................................... B-10
Creating Additional Solid Bodies..................................................... B-11
Assigning Features to Solid Bodies ................................................ B-11
Manipulating Solid Bodies............................................................... B-12

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Solid Body Display .......................................................................... B-19
Solid Body Properties...................................................................... B-19

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B.3 Miscellaneous Sheet Metal Enhancements ................................B-20
Thickness Detection........................................................................ B-20

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Model Browser ................................................................................ B-20

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Bend Edit Dialog Box ...................................................................... B-21
Message Notifications ..................................................................... B-21

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Exporting DWG and DXF Files ....................................................... B-22
Practice B1 Creating a Sheet Metal Cut ............................................. B-23

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Practice B2 Multi-Body Sheet Metal Modeling .................................. B-26
Practice B3 Punch Tool Enhancements............................................. B-40

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Chapter Review Questions...................................................................B-44
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Appendix C: Inventor Studio Enhancements.............................................C-1
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C.1 Studio Lighting Styles ....................................................................C-2
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Define the Studio Lighting Styles ......................................................C-2

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Adding Additional Lights....................................................................C-4

Setting the Environment....................................................................C-5
Shadows ...........................................................................................C-5
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Saving Changes................................................................................C-5
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C.2 Rendering ........................................................................................C-6

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Practice C1 Rendering Images.............................................................. C-8

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Chapter Review Questions...................................................................C-15

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Index ...................................................................................................... Index-1

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© 2015, ASCENT - Center for Technical Knowledge® v

 Autodesk Inventor 2016 Update for 2014/2015 Users

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vi © 2015, ASCENT - Center for Technical Knowledge®

 Preface

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The Autodesk® Inventor® 2016 Update for 2014/2015 Users training guide
introduces the new concepts and modeling techniques that have been added to
both the Autodesk Inventor 2015 and Autodesk Inventor 2016 software releases.

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The training guide covers enhancements to the most commonly used

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environments and contains practices for practicing the new concepts.

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Topics Covered:

•
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Interface Enhancements
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• Sketching Enhancements
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• Part Modeling Enhancements

• Assembly Enhancements
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• Drawing Enhancements
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• Working with Imported Geometry

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• Freeform Modeling
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• Sheet Metal Enhancements

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• Inventor Studio Enhancements

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The training guide begins with changes to the overall interface and enhancements
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that cover settings that pertain to multiple environments. Chapter 2 covers the
sketch environment and contains many topics that have been added to ease
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sketch creation and review how to work and control constraint settings.

A number of enhancements have been added to existing and new part modeling
tools, which is covered in Chapter 3. Changes have been made to existing
features (such sweeps and drafts), boundary patch geometry, and a new ruled
surface tool. New workflows for simplifying models, working with solid bodies, and
attaching point cloud data are also covered.

© 2015, ASCENT - Center for Technical Knowledge® vii

 Autodesk Inventor 2016 Update for 2014/2015 Users

Chapters 4 and 5 cover changes to the assembly and drawing environments.

These include changes to constraints, improved usage for interference analysis,
working with Express Mode, enhancements to presentation tools, the ability to
reuse frame members, and all the enhancements that have been incorporated to
ease drawing creation.

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The final chapter covers new tools for working with imported data. This includes
using the new Import dialog box, direct editing tools, and associative AutoCAD

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DWG files.

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The appendices introduce the Freeform part modeling workflow as a

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non-parametric design methodology, and outline changes made in the Sheet

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Metal environment (including multi-body sheet metal modeling) and the Inventor
Studio environment.

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Note on Software Setup

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This training guide assumes a standard installation of the software using the

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default preferences during installation. Lectures and practices use the standard
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software templates and default options for the Content Libraries.
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Students and Educators can Access Free Autodesk Software and
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Resources
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Autodesk challenges you to get started with free educational licenses for
professional software and creativity apps used by millions of architects,
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engineers, designers, and hobbyists today. Bring Autodesk software into your
classroom, studio, or workshop to learn, teach, and explore real-world design
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challenges the way professionals do.

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Get started today - register at the Autodesk Education Community and download
one of the many Autodesk software applications available.
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Visit www.autodesk.com/joinedu/
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Note: Free products are subject to the terms and conditions of the end-user
license and services agreement that accompanies the software. The software is
for personal use for education purposes and is not intended for classroom or lab
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use.
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viii © 2015, ASCENT - Center for Technical Knowledge®

 In th is Gu id e

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The following images highlight some of the features that can be found in this
Training Guide.

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The Practice Files page tells
you how to download and install
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the practice files that are

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provided with this training guide.

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FTP link for practice files

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Chapters
Each chapter begins with a brief
introduction and a list of the
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chapter’s Learning Objectives.

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Learning Objectives for

the chapter

© 2015, ASCENT - Center for Technical Knowledge® ix

 Autodesk Inventor 2016 Update for 2014/2015 Users

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Instructional Content
Each chapter is split into a
series of sections of

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instructional content on specific

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topics. These lectures include
the descriptions, step-by-step

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Side notes procedures, figures, hints, and
Side notes are hints or information you need to achieve

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additional information for the chapter's Learning
the current topic. Objectives.

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Practice Objectives
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Practices
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Practices enable you to use the

software to perform a hands-on
review of a topic.
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Some practices require you to

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use prepared practice files,

which can be downloaded from
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the link found on the Practice

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Files page.
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Chapter Review Questions

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Chapter review questions,

located at the end of each
chapter, enable you to review
the key concepts and learning
objectives of the chapter.

x © 2015, ASCENT - Center for Technical Knowledge®

 Chapter

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Interface and General

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Enhancements

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In this chapter you learn about the general enhancements that have been made to
the Autodesk® Inventor® software in 2015 and 2016. The chapter focuses on the
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new My Home dashboard and how you can use it to load and activate projects,
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create new files, and open files. You also learn about enhancements made to the
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interface and some general enhancements that can improve your experience
using the software.
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Learning Objectives in this Chapter

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• Use the My Home dashboard in the Autodesk Inventor 2016 software to create new files,
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access recently used files, and activate the current session’s project file.
• Describe the changes to the Autodesk Inventor 2016 software interface, application options,
and Help tools.
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• Use the Autodesk Application Manager to manage and stay current with new software
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updates.
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© 2015, ASCENT - Center for Technical Knowledge® 1–1

 Autodesk Inventor 2016 Update for 2014/2015 Users

1.1 Getting Started in Autodesk

Inventor 2016

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My Home When you launch the Autodesk Inventor software, the My Home
dashboard displays, as shown in Figure 1–1. This default layout

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enables you to create a new file, activate a project file, or open a
recently used file.

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Figure 1–1
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The My Home dashboard can be set to display alternate

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information. The available options for the My Home panel

include:
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The tools in the Home • (Home) displays a dashboard that provides options for
dashboard are also such things as creating a new file, activating a project file, or
available in the Get opening a recently viewed file. It is the default dashboard and
Started tab, Quick is displayed when the software is launched.
Access Toolbar, or
Application Menu.
• (Team Web) displays a dashboard that provides access
to a customizable page. It can link to an HTML page, internal
help topics, or web tutorials.

1–2 © 2015, ASCENT - Center for Technical Knowledge®

 Interface and General Enhancements

• (Help) displays a dashboard that opens an embedded

version of the Help files.

• Using (Back) enables you to return to the previous Help

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screen.

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The default view for My Home is the Home dashboard, which
displays the New, Projects, Shortcuts, File Details, and Recent

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Documents areas. You can use this Home dashboard as follows:

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• The New area enables you to create new part, assembly,

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drawing, and presentation files using the default templates
provided with the software.

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• The Recent Documents area lists previously opened files for

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the active project. When you hover the cursor over a file in
the Recent Documents area, the following three buttons

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display, as shown in Figure 1–2:
e EN • : Opens the document. Alternatively, you can
double-click on the thumbnail to open the file.
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• : Removes the document from the Recent Documents

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area. This does not delete the local copy of the file.

• : Access the options shown in Figure 1–2.

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Figure 1–2
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• Use the search field in the Recent Documents area to locate

files.
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• Use the filters on the left of the Recent Documents area to

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refine the files are that displayed in the list. You can refine
based on project, file type, recently modified, etc.

• With a file selected in the Recent Documents area, the File

Details area displays the details for the file (e.g., file type,
location, modification date, etc.).

• Click to add a recent document to the pinned list so that it

is listed at the top of the Recent Documents area.

© 2015, ASCENT - Center for Technical Knowledge® 1–3

 Autodesk Inventor 2016 Update for 2014/2015 Users

• Use the Projects area to activate any preloaded project by

double-clicking on the project’s name.

• Use the Shortcuts area to create a link to a folder or web

page for easy access.

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If you are using the The Home view can be customized to refine how the default
Autodesk Vault areas are displayed and used in the My Home dashboard. You

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software, a file’s status can alter the display of the dashboard as follows:
in the Vault is displayed

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in the Recent • Resize the areas of the My Home dashboard by dragging

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Documents area. each area’s border to reposition it.

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• Change the layout of the available areas using the buttons at
the top of the dashboard:

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• Flip: Moves the Recent Documents area to the top, and

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the New, Projects, Shortcuts, and File Details areas to the
bottom.

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• Maximize Recent: Closes the New, Projects, Shortcuts,
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Documents area.
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• Reset: Returns the My Home dashboard display to the
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default configuration.
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• Change the display style of the recent documents (i.e., tile,

large, small, or list).
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Project Files Project files still function as they did in previous versions of the
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software and are loaded using the same methods. Once a

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project has been loaded, it remains listed as an available project

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in the Projects dialog box and the Projects area of the My Home
dashboard. A previously-loaded project can be activated in the
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My Home dashboard by selecting the check box adjacent to the

project.
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Assigning the Project File using the My Home dashboard does

not open the Projects dialog box, enabling you to edit a Project
file. It can only be used to quickly activate a project.
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Opening Files & The My Home dashboard does not enable you to directly browse
and open new files. You must use the standard Open options to
Recent Files do so, which are located in the Launch panel, Quick Access
Toolbar, and Application Menu.

The My Home dashboard provides easy access for opening the

most recently opened files for the active project. Files can be
opened quickly by selecting the name of the file in the Recently
Used area in the My Home dashboard.

1–4 © 2015, ASCENT - Center for Technical Knowledge®

 Interface and General Enhancements

Hint: My Home Tab

Once a file has been opened, the My Home windows tab
displays at the bottom of the graphics window, enabling you to
access any of its tools, as shown in Figure 1–3. The My Home
tab can be closed. To reopen it, in the Get Started tab>My

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Home panel, click (Home).

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Figure 1–3

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Creating New The previous methods for creating new files have not changed,
but if you are using the My Home dashboard an alternative

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Files method is now available.
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software provides easy access for creating part, assembly,
drawing, and presentation files using templates that have been
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set as defaults in the software. The My Home dashboard is

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shown in Figure 1–4.

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d
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m
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Figure 1–4

© 2015, ASCENT - Center for Technical Knowledge® 1–5

 Autodesk Inventor 2016 Update for 2014/2015 Users

To create a new part file, click to create a new part using the
default template. A new part file is created using the default
template and the 3D Model tab is activated. Use the other
buttons to create the other types of files (e.g., assemblies,
drawings, or presentations).

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• To verify or change the default template that is used when a

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file is created, in the My Home dashboard, in the New area,

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click (Configure Default Templates). Set the required

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measurement types in the Configure Default Template dialog
box (as shown in Figure 1–5) to set the default template.

fo rev
Click OK to assign the template.

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ric fo
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e EN
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Figure 1–5
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All the previous options • To select a specific template to create a new file, using the
for creating new files My Home dashboard, expand the New area to display the
d

and selecting templates Advanced options. Navigate to the required template in the
ng e

are still available for directory, and double-click on its name to create the new file.
yi vid

use.
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m
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 Interface and General Enhancements

1.2 Autodesk Inventor 2016

Interface
The interface for the Autodesk Inventor 2016 software has not

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changed substantially with recent releases of the software, as
shown in Figure 1–6.

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Quick Access Toolbar Title Bar

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fo rev
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Tabs Panels

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Ribbon

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e EN Model Browser
Graphics Window
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Status My Home tab

d

Bar
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Figure 1–6
op ro

The following interface elements have been added or enhanced

lc p

in the 2016 software.

Al ple

• If you previously worked in 2015, you would have seen that

many commands in the Create and Modify panels in the 3D
m

Model tab were grouped with other similar commands. This

Sa

change has now been reverted back to the layout that was
used in the 2014 release of the software.

© 2015, ASCENT - Center for Technical Knowledge® 1–7

 Autodesk Inventor 2016 Update for 2014/2015 Users

• The Create 2D Sketch command has been renamed as

Start 2D Sketch and has a new icon, as shown in

Figure 1–7. The mini-toolbar icon ( ) that displays for

creating a new sketch on a selected sketch has also
changed.

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id w
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Figure 1–7

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• The Sketch tab is now always available when working with
part, assembly, and drawing files.

st T
e EN • You can customize the size of the icons in the Ribbon to
display as Standard or Large. To do so, right-click on a
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command in the Ribbon and select Button Size>Standard or
Large, as shown on the left in Figure 1–8. In the example on
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the left, the Revolve command’s icon is being changed. It is

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currently set to be Large. In the example on the right, the

Revolve command icon has been set to be Standard.
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d
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Al ple
m

Figure 1–8
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• The list of panels that are displayed by default in the

Autodesk Inventor 2016 software has been reduced. For
example, the Primitives panel that was introduced prior to
2015 is now off by default.

1–8 © 2015, ASCENT - Center for Technical Knowledge®

 Interface and General Enhancements

• To customize the panels that are displayed, right-click on the

Ribbon, expand Show Panels, and select the panel name
that you want to add, as shown on the left in Figure 1–9.
Alternatively, you can expand (Show panels) at the end
of each tab and select from the available list.

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fo rev
Show panels list

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e EN
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Figure 1–9
d

• There are now additional tile styles listed at the bottom of the
ng e

graphics window. Generally, maximizing each window

yi vid

provides the most modeling space, but you can also minimize
and resize the windows or use (Cascade), (Arrange),
op ro

(Tile Horizontally), and (Tile Vertically), as shown in

lc p

Figure 1–10.
Al ple
m
Sa

Figure 1–10
• The Visual Style setting for new part models is now set as
Shaded with Edges. Previously, this option was set to
Shaded.

© 2015, ASCENT - Center for Technical Knowledge® 1–9

 Autodesk Inventor 2016 Update for 2014/2015 Users

1.3 General Enhancements

Canceling Select commands within the Autodesk Inventor 2016 software

can now be canceled by pressing <Esc>. This provides greater

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Operations flexibility in canceling operations that are either executed in error,
failing, or not completing properly.

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id w
Parameters It is now possible to purge unused parameters in a model. This is
done in the Parameters dialog box by clicking Purge Unused, as

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Dialog Box shown in Figure 1–11.

fo rev
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e EN
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d

Figure 1–11
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Once selected, all of the unused parameters are listed in the

yi vid

Purge Parameters dialog box, as shown in Figure 1–12. You can

delete all of the parameters in the model or selectively purge
op ro

parameters. To toggle the purging setting on/off, select the

default value (e.g., select Yes to change it to No).
lc p
Al ple
m
Sa

Figure 1–12

1–10 © 2015, ASCENT - Center for Technical Knowledge®

 Interface and General Enhancements

Application The new Autodesk Application Manger can help you to manage
and stay current with any new software updates that are
Manager released by Autodesk for any installed 2015 or 2016 software.
Alerts about newly released Service Packs and other assets are
identified in a pop-up window that is displayed on your desktop

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when they become available. The introduction of this tool
eliminates having to search for updates on the Autodesk
website. To launch the tool, use the Start menu and select the

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Autodesk Application Manager software in the Autodesk

id w
folder.

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fo rev
File Import & Expanded version support is now available for importing and
exporting to and from software products. For a complete list refer
Export to the Help (http://help.autodesk.com/view/INVNTOR/2016/ENU/

tly r
?guid=GUID-53C96410-8D76-476C-A9F5-7C6B6CFF2E4E)

ric fo
Application

st T
The following changes have been made to the tabs in the
e EN Application Options dialog box.
Options
• The Application Options dialog box can now be resized.
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• Use the Help options area in the General tab to specify

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whether Autodesk’s online help should be accessed or

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whether a local installation of the help documentation should

be accessed when requesting help on a command. A link is
provided to download the Help files.
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d

• On the Save tab, you can specify how the file will handle the
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translation report for files that are imported into Autodesk

yi vid

Inventor 2016. Previously, the report was saved as an

external file. Now you can select whether to embed the report
in the document, save it externally, or not create one at all.
op ro
lc p

• The File tab now enables you to set a default Texture and
Sketch Symbol Library folder that is accessed when you are
Al ple

working with materials and symbols. Additionally, the File

Open options have been regrouped into one area.
m
Sa

© 2015, ASCENT - Center for Technical Knowledge® 1–11

 Autodesk Inventor 2016 Update for 2014/2015 Users

• In the Display tab, two new options control how the model is
rotated when using the Look At command to look at a
selected plane. The Perform Minimum Rotation option is
set by default and rotates the model by the minimum angle
required to set the X-axis of the sketch coordinate system as

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either horizontal or vertical. Horizontal or Vertical is
determined based on maintaining the minimum rotation. The
Align with local coordinate system orients the X-axis of the

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sketch coordinate system as horizontal and right positive,

id w
and the Y-axis as vertical and up positive. Using the Align
with local coordinate system you achieve the same

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orientation every time, eliminating the need to rotate in the

fo rev
plane using the ViewCube if the orientation is not correct.

• Disable Automatic Refinement is a new Application Option

tly r
that has been added to the Display tab. This option enables

ric fo
you to control the faceting in both large assemblies and
complex model geometry. This is discussed further in the

st T
Assembly Enhancement chapter.
e EN • In the Hardware tab, the previous Compatibility option has
been replaced with the Conservative option. This new option
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enables you to run the software with a scaled down
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experience of both the Quality and Performance settings.

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• A new Constraint Settings area has been added to the

Sketch tab. Many of the constraint type settings on this tab
an b

have been combined into this area. For more details on these
d

settings refer to Sketch Enhancements.

ng e

• In the Part tab, the ability to determine whether imported

yi vid

geometry is edited using Inventor Fusion or the Solid Edit

environment has been removed. Editing geometry is now
op ro

accomplished using the Solid Edit environment or using

lc p

Direct Manipulation. For more details on Direct Manipulation

refer to Modeling Enhancements.
Al ple

• A new command has been added to the Part tab that enables
you to use the color override from a source component when
m

deriving geometry. This option is enabled by default.

Sa

• In the Assembly tab, the Express Mode Settings area has

been added, enabling you to work more efficiently with
assemblies. For more details on Express Mode refer to
Assembly Enhancements.

1–12 © 2015, ASCENT - Center for Technical Knowledge®

 Interface and General Enhancements

Help Knowing how to find help for an Autodesk Inventor command is

valuable. The Autodesk Inventor 2015 and 2016 software
releases included a number of help tools that can be valuable,
including:

• For help customizing the Ribbon, press <F1> while hovering

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the cursor over (Show panels) at the end of each tab.

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The Autodesk Inventor Help documentation opens providing
tips for customizing the Ribbon’s panels and commands.

id w
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• If you are connected to the Internet, Help can be accessed

fo rev
from the Autodesk website. To access Help, click (Help)
in the top right corner of the interface or press <F1>. Help is
an online tool that provides up-to-date information on

tly r
Autodesk Inventor topics. Use the Search tab to enter a topic

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on which to search or to browse the list of topics.

st T
• The Help documents can also be installed locally. This is
e EN
(Help) in the Get
Started tab toggles the
done in the software load point to ensure that it is located
correctly. Once installed, select the Installed Local help
dashboard on/off to
us C
option in the General tab in the Application Options dialog
display Help. The help box. Help then defaults to the local installed version rather
re S

tools are embedded in than to the online version of Help.

d yA

the Autodesk Inventor

2015 software instead of • Enter text in the <Empty> field in the title bar to search on a
opening in another keyword or phrase. The resulting list is now divided based on
an b

browser. the location at which the result was found. For example, a
d

search result can now direct you to help articles, support

ng e

articles, discussion groups, etc. If you press <Enter> after

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entering a keyword or phrase, the online Help or local Help

files are loaded.
op ro

• The Get Started tab also provides help tools, as shown in

lc p

Figure 1–13. It provides lessons and tutorials and a What’s

New document that explains the new features in the latest
Al ple

release of the software. The Learning option in the My Home

panel also provides access to learning tutorials that have
m

been included for the Autodesk Inventor 2015 software.

Sa

Figure 1–13

© 2015, ASCENT - Center for Technical Knowledge® 1–13

 Autodesk Inventor 2016 Update for 2014/2015 Users

• For users experienced with previous versions of the Help

documentation, you will notice that many of the help
documents have been combined and edited to improve ease
of use with the release of Autodesk Inventor 2016.

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Autodesk A360 The Autodesk A360 tab (previously called Online or
Autodesk 360) provides access to the A360 online services. This

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service is available to everyone, but subscription customers
have more storage space. It permits secured document storage

id w
and sharing using the Autodesk® Cloud. To use the service, you

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must create a user account, login, and then upload and share

fo rev
files.

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e EN
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1–14 © 2015, ASCENT - Center for Technical Knowledge®

 Interface and General Enhancements

Practice 1a Getting Started in Autodesk

Inventor 2016
Practice Objectives

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• Use the My Home dashboard to activate a project file, create new files,

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and open recently used files.
• Navigate the Autodesk Inventor interface and learn about the new

id w
enhancements that have been introduced in the software.

rb ie
• Customize the tools in the My Home tab.
• Set the Look At Behavior settings to achieve the required orientation

fo rev
when the Look At command is used.

In this practice, you will learn how to use the My Home

tly r
dashboard to display tools that enable you to set project files,

ric fo
create new files, and open recently used files. You will also learn
to set the My Home tab to display a customized web page, help

st T
tools, and a learning tutorial. You will create a new file using the
e EN default template and navigate the Autodesk Inventor 2015
interface. You will also work with an Application Option, which
controls how the Look At command reorients the model.
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Task 1 - Launch the software and activate a Project file.

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1. If the Autodesk Inventor software is not already open, select

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Start>All Programs>Autodesk>Autodesk Inventor 2016>

Autodesk Inventor 2016 or double-click on the Autodesk
d

Inventor 2016 icon on the desktop.

ng e
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2. The My Home dashboard opens when you first launch the

software. A list of projects that have been previously loaded
op ro

are listed in the Projects area. You cannot use this area to
load a new project.
lc p
Al ple

3. In the Get Started tab>Launch panel, click (Projects).

4. In the Projects dialog box, select Browse.

m

5. In the Choose project file dialog box, navigate to the

Sa

C:\Autodesk Inventor 2016 Update Practice Files\ folder.

Select 2016 Update Class.ipj and click Open.

6. Click Done in the Projects dialog box.

© 2015, ASCENT - Center for Technical Knowledge® 1–15

 Autodesk Inventor 2016 Update for 2014/2015 Users

7. In the My Home dashboard, select the Projects tab and scroll

through the list to verify that the 2016 Update Class project
has a checkmark adjacent to it to indicate that it is active.
Once a project has been added you can use this tab to
activate different project files.

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Task 2 - Create a new file.

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1. By default, the Part, Assembly Drawing, and Presentation

id w
templates are displayed in the New category. At the side of

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the New category, expand the Advanced bar to access

fo rev
additional default templates (shown in Figure 1–14).

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e EN
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d

Figure 1–14
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2. Select the Basic bar to return to the basic template file

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buttons.
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3. To verify or change the default template that is used when a

file is created, in the My Home dashboard, in the New
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category, click (Configure Default Templates) to open the

Al ple

Configure Default Template dialog box.

m
Sa

1–16 © 2015, ASCENT - Center for Technical Knowledge®

 Interface and General Enhancements

4. Set the measurement types for the default template, as

shown in Figure 1–15.

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Figure 1–15

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5. Click OK to assign the template, or click Cancel if it is already

st T
set with these options.
e EN
To create a new file
without configuring the 6. Click (Part) to create a new part using the default
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default templates that template. A new part file is created and the 3D Model tab is
are assigned to the activated.
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icons in the My Home

d yA

dashboard you can still Task 3 - Navigate the Autodesk Inventor 2016 interface.
use the New option in
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the Application Menu, 1. In 3D Model tab, note the following:

Get Started tab, or
d

Quick Access Toolbar to • The Create 2D Sketch command is now the Start 2D
ng e

open the Create New sketch command and its icon has changed.
yi vid

File dialog box. • For those previously using 2015, the Create and Modify
panel groupings have been returned to pre-2015 settings.
op ro

• Notice that some panels have been removed from the

lc p

default display to help simplify the tab.

Al ple

2. In the Create panel, right-click on the Revolve command and

select Button Size>Standard. The ribbon updates, as
shown in Figure 1–16.
m
Sa

Figure 1–16

3. Return the Revolve command to its large button size display.

© 2015, ASCENT - Center for Technical Knowledge® 1–17

 Autodesk Inventor 2016 Update for 2014/2015 Users

4. In the 3D Model tab, expand as shown in Figure 1–17.

This drop-down list enables you to toggle Ribbon panels
on/off. A unique drop-down list is available for each tab.

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e EN
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Figure 1–17
an b

5. In the Autodesk Inventor 2016 software, the number of

panels that are displayed by default have been reduced. To
d

toggle the display of panels on/off, use the check boxes next
ng e

to the panel’s name. Note that the Primitives panel is no

yi vid

longer displayed by default. Click in empty space in the

graphics window to close the drop-down list without making
op ro

any changes.
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6. Select the Sketch tab. Note that it was available even though
you have not started to create the sketch.
Al ple

7. Click (Line). Note that because the sketch plane has not
m

yet been defined, you are prompted to select the sketch

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plane. A preview of the Origin Planes displays and you can

select the plane.

8. Press <Esc> to cancel sketch creation.

9. Return to the 3D Model tab.

1–18 © 2015, ASCENT - Center for Technical Knowledge®

 Interface and General Enhancements

Task 4 - Work with the My Home panel’s tools.

1. At the bottom of the graphics window, select the My Home

tab (as shown in Figure 1–18), to open the My Home
dashboard.

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Select the
My Home

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tab.

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fo rev
Figure 1–18

tly r
ric fo
2. In the right corner of the My Home dashboard click to
close it.

st T
e EN 3. Select the Get Started tab in the Ribbon. The My Home panel
provides access to the My Home dashboard and other
options.
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4. Click (Home) to reopen the My Home dashboard.

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5. Click (Team Web) to display a customizable page. Scroll

an b

down on the page to preview the instructions about

customizing the page.
d
ng e

6. Click (Help) to display Help. With this option enabled, the

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help tools are embedded in the Autodesk Inventor 2016

software instead of opening in another browser.
op ro

7. Select the Part1.ipt tab at the bottom of the graphics window.

lc p

Select the My Home tab. Note that Help is still available

Al ple

because it was the last Home setting that was defined for the
My Home dashboard.
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8. In the My Home panel, click (Home) to toggle on the

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Home tools. Alternatively, you can use (Back) to return to

the previous active tool.

© 2015, ASCENT - Center for Technical Knowledge® 1–19

 Autodesk Inventor 2016 Update for 2014/2015 Users

Task 5 - Open an existing file.

1. Note that there is no way to open a new file using the My

Home dashboard. The only option for opening files is to
select from the list of recently opened files in the active

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project. If the project has just been loaded, it will not have any
previously viewed files to list in the Recent Documents area.

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2. Use one of the following methods to open a new file. These

id w
methods were available in previous versions.

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• Expand the Get Started tab>Launch panel and click

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(Open).

• In the Quick Access Toolbar, click (Open).

tly r
ric fo
• Expand (Application Menu) and select Open.

st T
3. Select Joint.ipt and click Open. The model geometry
e EN displays as shown in Figure 1–19.
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d
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Al ple

Figure 1–19

4. Notice that the My Home, Part1, and Joint tabs are now all
m

listed along the bottom of the graphics window.

Sa

5. Click (Cascade) to the left of the tab list to cascade the

three windows.

6. Click (Tile Vertically) to tile the open files vertically.

7. To return to full display of each file, select the maximize ( )

button in the title bar for a file.

1–20 © 2015, ASCENT - Center for Technical Knowledge®

 Interface and General Enhancements

Task 6 - Orient the model.

1. Open the Application Options dialog box (in the Tools tab)
and select the Display tab.

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2. In the 3D Navigation area, scroll to the bottom of the window
and note the Look At Behavior options, as shown in

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Figure 1–20.

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fo rev
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ric fo
Figure 1–20

3. The default option is Perform Minimum Rotation. With this

st T
option set the view is reoriented with the minimum angle
e EN required to set the X-axis of the sketch coordinate system to
be horizontal or vertical (the one achieved with the least
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amount of rotation). Set this option if it is not already set.
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d yA

4. In the Navigate panel, click (Look At). Select the face as

shown on the left in Figure 1–21. The model orients as shown
on the right. Note that the ViewCube has reoriented and that
an b

RIGHT is displayed.
d
ng e
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Select this
face
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m

Figure 1–21
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© 2015, ASCENT - Center for Technical Knowledge® 1–21

 Autodesk Inventor 2016 Update for 2014/2015 Users

5. Rotate the model similar to that shown in Figure 1–22.

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Figure 1–22

tly r
ric fo
6. In the Navigate panel, click (Look At) and select the face
shown on the left in Figure 1–21. Note that the Look At view
is different when it is reoriented from a different 3D

st T
e EN orientation. If required, you can use the rotation arrows
around the ViewCube to orient to the orientation shown in
Figure 1–23.
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d
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Figure 1–23
op ro

7. Right-click and select Previous View to return to the

orientation shown in Figure 1–22.
lc p
Al ple

8. Open the Application Options dialog box again. In the Display

tab, set Look At Behavior to Align with local coordinate
system. Doing so orients the X-axis of the sketch coordinate
m

system as horizontal and right positive, and the Y-axis as

Sa

vertical and up positive, regardless of the amount of rotation

required.

9. In the Navigate panel, click (Look At) and select the face
again, as shown on the left in Figure 1–21. The model rotates
to the orientation that was shown on the right in Figure 1–21.
This is true regardless of how the model is rotated when the
Look At command is used.

1–22 © 2015, ASCENT - Center for Technical Knowledge®

 Interface and General Enhancements

10. Return to the Application Options and on the Display tab, set
Look At Behavior to Perform Minimum Rotation. Apply the
change and close the dialog box.

11. Click to orient the model to its Isometric Home view.

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12. Close the Joint.ipt file without making any changes.

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Task 7 - Access recently opened files.

id w
rb ie
1. Select the My Home tab at the bottom of the graphics

fo rev
window.

2. In the Recent Documents area, note that the Joint.ipt file is

tly r
the first file in the list. This is because it was the last file used.

ric fo
3. In the Recent Documents area, note the filter settings on the

st T
left hand side. You can resize the Recent Documents area by
e EN dragging its borders. Resize this area so that the filter
settings are visible.
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4. Clear the Parts option in the File Types list and notice that
the Joint.ipt model is no longer displayed. Select the Parts
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option again to return it to the display.

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• Additional options can be enabled/disabled to further filter

the list if the recently opened list is large.
an b

• By default, only the recent files for the current project are
displayed, select the All Recent Docs filter option to
d

show all files.

ng e
yi vid

• Use the Reset Filter option at the top of the column to

return to all of the default filter settings.
op ro

5. You can also customize the display of the recently used files
to display tiled, as large or small thumbnail images, or in a file
lc p

name list. These options are available along the top of the
Al ple

Recent Documents area. Select the various options, and then

return to the Large display before continuing.
m

6. Click in the top right corner of the Joint.ipt file. This pins
Sa

the file so that it is always at the top of the list. This is a

convenient option when you are consistently accessing the
same file.

7. Return to the Part1.ipt window and close the window without

saving it.

© 2015, ASCENT - Center for Technical Knowledge® 1–23

 Autodesk Inventor 2016 Update for 2014/2015 Users

Chapter Review Questions

1. The My Home dashboard can be used to set project files,
create new files, access recently opened files, and open new

n. nly
files.
a. True

de o
b. False

id w
2. Which of the following are true regarding the Projects area in

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the My Home dashboard?

fo rev
a. The Project file can be selected from a list.
b. Use the Browser option to locate and activate a Project

tly r
file.

ric fo
c. The settings in a project file can be modified.

st T
d. A project file can be deleted.
e EN 3. Which of the following template types are displayed in the
Basic view in the New area in the My Home dashboard?
us C
(Select all that apply.)
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a. .IPT
d yA

b. .IPJ
c. .IAM
an b

d. .IDW
d
ng e

4. Now that the Sketch tab is always available, you can add
yi vid

sketched entities as needed to your solid models without

creating a sketch.
op ro

a. True
lc p

b. False
Al ple

5. The at the end of the tabs on the ribbon enables you to

do which of the following?
m

a. Toggle the display of commands on/off in the ribbon.

Sa

b. Toggle the display of panels on/off in the ribbon.

c. Toggle the display of tabs on/off in the ribbon.

1–24 © 2015, ASCENT - Center for Technical Knowledge®

 Interface and General Enhancements

6. Match the following icons in the graphics window to their

window customization option.

a. Tile Horizontally
_____

n. nly
b. Cascade
_____

de o
c. Tile Vertically
_____

id w
d. Arrange

rb ie
_____

fo rev
7. Which of the following tools can be used to monitor when
software updates are available for installation for your 2015

tly r
software?

ric fo
a. Application Manager

st T
b. Application Options
e EN c. Task Scheduler
d. Add-In Manager
us C

8. Which of the following Application Option commands for

re S

Look At Behavior ensures that the orientation of a selected

d yA

face is set so that it always orients the model so that the X-

and Y-axes are horizontal/right positive and vertical/up
positive, respectively.
an b

a. .Minimum Rotation
d
ng e

b. .Align with local coordinate system

yi vid

9. Which of the following are valid methods of accessing help in

the Autodesk Inventor 2016 software? (Select all that apply.)
op ro

a. Enter text in the <Empty> field in the title bar to search for
lc p

a keyword or phrase.
Al ple

b. Execute a local installation of help using a web browser.

m

c. Click (Help) in the Get Started tab to display Help

embedded in the Autodesk Inventor 2016 software.
Sa

d. Use the Help area adjacent to the Recent Documents list

in the My Home dashboard.

© 2015, ASCENT - Center for Technical Knowledge® 1–25

 Autodesk Inventor 2016 Update for 2014/2015 Users

n. nly
de o
id w
rb ie
fo rev
tly r
ric fo
st T
e EN
us C
re S
d yA
an b
d
ng e
yi vid
op ro
lc p
Al ple
m
Sa

1–26 © 2015, ASCENT - Center for Technical Knowledge®