Configurator

The KeyShot Configurator is a tool available in KeyShot Pro for presenting model and material variations in real-time for design reviews and interactive point-of-sale displays. 



The model in this scene was created by dk
and downloaded from GrabCAD

KeyShot Configurator Wizard

The KeyShot Configurator Wizard can be accessed from the KeyShot Ribbon. The Wizard guides your through the setup of Parent Models, Components, and their relationships. You can also define Material Variations, Material Ways, Studios to include, and Layout options. To view the Configurator, enter Presentation Mode and use the interactive menus to control which model and material is displayed.




Overview

The first step of the Configurator Wizard is to select what you want to present - Model Variations, Material Variations, or both.

Model Variations
Use to set up a Configurator to display different model configurations.

Material Variations
Use to set up a Configurator to display different materials for a model.

Model and Material Variations
Use to set up a Configurator to display different model configurations and materials for any model configuration.




Parent Models

The second step is to define the Parent Model, which is the top-level product variation you wish to present. This is required even if you are only presenting Material Variations. If this is the case you can simply select the Default Model Set as your Parent Model.

Select existing Model Sets
If you already have separated Parent Models and components into Model Set, choose the Model Sets that you want to be parent models.

Select geometry from Scene
If you have not got each of your Parent Models and Components in separate Model Sets, you can create them here by using the option to Select geometry from the scene. To do so, check the box next to the model or parts you want to define as the Parent and click the Add Model Set button above the Parent Models list. This will automatically create a Model Set in the Project window. Once one or more Parent Models have been added in the Configurator Wizard you can select in the list and click the Preview button to view and confirm in real-time.




Components

If you wish to present part or accessory variations that are dependent on Parent Models you will need to add Components.

Once again you can select existing Model Sets if you have already separated them in the Scene tab or select geometry from the scene manually.




Component Groups

If you have defined Components you will next need to add Component Groups. These define the relationship between Parent Models and their dependent Components.

Component Groups
A Component Group can be seen as the choice, where the components are the options. You can also select None as an option if you wish to display the Parent Model with no Component. In this example of a car with wheels it would not make sense to do so.

Parent Models can have several Component Groups - e.g. a Car can have a choice of different wheels and different grills.

Add Component Groups
Simply click the inline link to Add Component Group and check the respective Components in the list on the right. Repeat this until all relationships are defined. You can also select None as an option if you wish to display the Parent Model with no Component. In this example of a car with wheels it would not make sense to do so.

Remove Component Groups
To remove a component from the component group uncheck in the Components list. To remove a Component group, right-click the group and select delete.



Material Variations

In this step you can add further materials to existing Multi-Materials or convert "simple" materials to Multi-Materials

The List displays all the Multi-Materials in the current scene. When you click one of the multi-materials, the lower list (pictured in the example at the right) will display all materials it consists of.

Add to existing Multi-Materials
To add to an existing Multi-Material simply click the material in the list and drag new materials  from the Library and drop them into the lower list.

Add New Multi-Materials
New Multi-Materials are added by selecting the desired material/part in the Real-time View, then dragging and dropping materials into the lower list. You will then see the material spheres populate the list to select and preview.

Once materials are in the list you can give the Material Variation a name i.e. Wheel Accent. This material will become a Multi-Material in your scene that can also be accessed and further edited from the Material tab.

Remove Material Variations
To remove variations from a Multi-Material select the Multi-material either in the list or by selecting a part (with the material) in the Real-time View. Now the bottom list shows the variations of the Multi-Material. Select the variation you want to remove and click . You can repeat this until there is only one variation left, reverting the Multi-Material to a single material.




Material Sets

With Material Sets you can group Multi-Materials that you want to be able to change concurrently with Material Ways.

Click Create New Material Set and check the Multi-Materials you want to group.

Once a Material Set is in the list you can rename it.

You can have multiple Material Sets but a Multi-Material can only be a part of a single Material Set. Any Multi-Materials that are already a part of a Material Set will be disabled in the list.

To delete a Material Set, select it in the list and click , this will make the Multi-Materials available for re-selection.




Material Ways

Material Ways are the options within a Material Set.

Select a Material Set in the drop-down and click Add Material Way. Then select the material combination you want in the current Material Way, by marking them with the blue bullet.

Make sure to give each Material Way a useful name, as they will be used in presentation mode/KeyShot Viewer.



Studios

Studios can be enabled in order to change preset Cameras, Environments Image Styles and prop/scene geometry created as Model Sets.

Select which Studios you want included in the presentation by checking/unchecking them or add a new studio if necessary.

If no studios are selected, the Studios tab in presentation mode will not be displayed and the presentation will use the current environment and camera position.

Camera
You can lock/unlock the Camera by clicking the lock icon next to the camera drop-down. If a Studio contains a locked camera, it will also be locked in presentation mode and the user will not be able to tumble/pan/dolly. In Presentation mode this is shown by a small lock icon in the top right corner.

Model Sets and Multi-materials
Any Model Sets/Multi-Materials that can be set as a part of the configuration will be ignored when you switch Studio in the presentation, even if they are set up to belong to a Studio. This means that only "prop" Model Sets/Multi-Materials can be displayed/hidden/changed with Studio switch.

Thumbnails
If the default thumbnail that is generated does not contain the elements you want displayed, you can select witch Model Sets to include in the drop-down at the bottom of the page and re-render the thumbnail.



Layout

The Layout section is where you define the style of Presentation Mode for each given Configurator scene. You can choose between a Compact toolbar or Touch Friendly thumbnail interface.

When using the Touch Friendly mode you can choose between horizontal or vertical layout. Furthermore mode you can set the size of the panels, and adjust thumbnail sizes.

Preview
The optimal size values, button and tab visibility, and tab names will vary from scene to scene. Preview lets you see your edits while you are making them.

Advanced, Render All Materials
The first time a material is present in the configuration a thumbnail is automatically rendered, but if you have made changes to your materials you may need to re-render.



Summary

The Summary section allows you to see an overview of the number of variations in your Configurator and to preview each of the variations in the Real-time View before entering Presentation Mode. You can reorder Model and Material variations from this page by selecting the item you want to move and using the arrows to the left of the list.


Using the KeyShot Configurator

In the this video, we show how to use the KeyShot Configurator to present model and material variations in real-time for design reviews or touch-enabled customer experiences.




This video was made for KeyShot 7. In KeyShot 8 a few things have changed,
but the video gives a good overall idea about the Configurator and how to use it.