How to configure SolidWorks Toolbox with Vistapoint

It is recommended to store the SolidWorks Toolbox on a shared network drive or in a Vistapoint Workspace so that everyone has access the same standard parts. Set up a Toolbox in a Vistapoint workspace with the following steps.

1. Create a Toolbox workspace in Vistapoint.
2. Navigate to the Vistapoint MyWork tab and update the newly created workspace so you have the local workspace downloaded at C:\VistapointLocal\[Toolbox Workspace]
3. Back up or create a copy of the old Toolbox folder.
4. Copy the old Toolbox folder contents (ex. C:\SOLIDWORKS Data) to the new Toolbox location (ex. C:\VistapointLocal\[Toolbox Workspace]). For more information see: Migrating to a shared toolbox.
5. Delete the folders for any standards not used.
6. In SolidWorks navigate to Tools > Options > System Options tab > Hole Wizard/Toolbox and set the new Toolbox path to C:\VistapointLocal\[Toolbox Workspace]\.
7. Click Configure… to open the SolidWorks Toolbox application.
8. Select Customize your hardware. Deselect all the standards that you do not need. Navigate back to home.
9. Select Define user settings.
10. For the Create Parts option, select the local workspace path under Create parts in this folder. (ex. C:\VistapointLocal\[Toolbox Workspace]\CopiedParts). Navigate back to home.
    
11. Select Configure Smart Fasteners.
12. Update the path to the Socket Head Cap Screw at the bottom.
    
13. Close the Toolbox application and save changes.
14. Check-in the added Toolbox files into Vistapoint. This could take some time if you have many standard parts in your toolbox.

References

https://help.solidworks.com/2021/english/SolidWorks/toolbox/HIDD_TOOLBOX_HOME_PAGE.htm

https://help.solidworks.com/2024/english/SolidWorks/toolbox/t_migrating_shared_toolbox.htm