Reusing NX Roles in later versions
In the User Interface Preferences of NX 10, there are choices for New Role and Load Role. Preferences > User Interface Preferences (Menu > Preferences > User Interface Preferences) These enable you to quickly and easily export and import roles between NX versions.
I've been asked several times in class, usually while delivering a session on the NX interface and Gateway, if you can use a custom Role in a later version when you upgrade NX. Yes, and the answer is fairly easy. When executing the "Load Role" command, choose the basic Role ".mtx" file from the previous version folder.
Assuming you've already created a custom role in a prior version of NX, the first step is to locate the role's real base file on your computer. Personal data, like most programmes, is saved in your username folder, typically within a folder allocated for that application, such as "Siemens," and further down into a handful of system folders formed within that application folder. For the NX8,, for example, the pathname contains a folder called "Unigraphics Solutions" rather than "Siemens":
Within the NX80 folder, you'll find personal, bespoke data as well as a folder named "roles":
The following files are located in the "roles" folder:
Remember that when you build a custom Role, you specify a display name, which is what appears when you apply a Role. The simplest approach to alter your Role is to pick the Role tab in the Resource Bar and then the appropriate Role:
When you create or update a Role, you'll see the Role's real base file. In this scenario, the base name in NX8 is nx role1.mtx:
Let's see how to "load" that role in a subsequent version. Because the base Role files are kept in a specific version folder, "NX80" in this example, they will be invisible in subsequent versions on the same machine. You might open a Windows file manager window and copy the NX8 base Role file into the selected version's corresponding folder, but this is not recommended. It denies NX the opportunity to correctly translate or enhance such data.
To save time, disregard the "Open" option that displays when you press MB3 on the Roles panel of the Resource Bar. It only allows you to open a "palette" file, not a basic role file.
Instead, there is a command in NX that allows you to load a role into an NX session, allowing it to save it to the appropriate location. Until NX9, the command was available via the Customize dialogue, which had a tab for "Roles." There are "Load" and "Create" buttons on that tab:
It also informs you of which Role was the most recently applied, whether explicitly or as a result of a custom default option.
The Roles controls and options were relocated from the Customize dialogue to the User Interface Preferences window in NX10. Because NX11 kept that, we'll use it as the sample version for loading the Role.
Select the Roles tab from the File->Preferences->User Interface menu. You'll see all of the same controls and settings, as well as the Last Applied Role, which in this case is "Advanced":
When you choose the Load Role icon, you just go to the folder that contains the selected base Role file, "NX80" in our case, and select OK when you see a ".mtx" file. The role file "nx role3.mtx" is selected, with the display name "Alex-1." You will receive the same popup as when you change roles:
If there are any changes to the NX window layout, such as turning icons on or off, they will be reflected immediately. The condition of the NX8 Toolbars will match to the Ribbon Bar Group settings in NX11. When you click OK in the User Interface Preferences dialogue, you're done.
However, take in mind that this does not really add a new custom Role to the Roles tab of the NX11 Resource Bar. Returning to the User Interface Preferences, you'll note that it imported not just the customization data but also the custom display name, "Alex-1."
Simply save a new Role in NX11 or whatever version you were working with.