ProjectWise For the Revit User Workshop 14LC04PWW19A
2014 Bentley Systems, Incorporated ProjectWise for the Revit User 14LC04PWW19A Victoria Hewitt - Instructor Senior Product Specialist ProjectWise Product Advantage Team Vickie.Hewitt@Bentley.com 30+ Years with Autodesk Products 20+ Years at Bentley Mechanical Piping Designer in my past life Currently working as a Revit & AutoCAD Integration Black Belt 2 WWW.BENTLEY.COM 2014 Bentley Systems, Incorporated Agenda Basic Revit Review How ProjectWise Integrates with Revit The Most Common Integration Error Best Practices (How to ) Opening a Revit File Importing a Revit File Worksets Save vs Syncronize Project Planning Discussion 3 WWW.BENTLEY.COM 2014 Bentley Systems, Incorporated P r o j e c t W i s e F o r t h e R e v i t U s e r - W o r k s h o p Page 2
Basic Revit Review 4 WWW.BENTLEY.COM 2014 Bentley Systems, Incorporated Revit Terms Term worksharing central model local model workset Local central model Revit Server term Definition A design method that allows multiple team members to work on the same project model at the same time. The master project model for a workshared project. The central model stores the current ownership information for all elements in the project, and acts as the distribution point for all changes published to the file. All users save their own local copies of the central model, work locally, and then synchronize with central so that other users can see their work. A copy of the project model that resides on the computer system of the team member who is working on the model. When worksharing is used to distribute project work among team members, each member uses a local model to work on his or her workset (functional area). Team members periodically save their changes to the central model so that others can see the changes and update their local model with the latest project information. A collection of elements in a project. A workset is typically a discrete functional area, such as interior, exterior, site, or parking. A workset is typically a discrete functional area, such as HVAC, electrical, plumbing, or piping. When you enable worksharing, you can divide a project into worksets, with different team members responsible for each workset. The local server silently requests updated information from the central model on the central server, transferring data over the WAN. In this fashion, the Revit central models on local servers and the central server stay synchronized. Therefore, your team members can use local central models on a LAN for their ongoing design and without always having to wait for information to transfer over a WAN. 5 WWW.BENTLEY.COM Standard Revit File on a LAN File Server 6 WWW.BENTLEY.COM P r o j e c t W i s e F o r t h e R e v i t U s e r - W o r k s h o p Page 3
Revit Central File Worksharing on a LAN Network File Server Worksets Elements Worksets DAT Files Central File Team Member 1 Local Model Elements Team Member 2 Local Model 7 WWW.BENTLEY.COM Federated File Worksharing on a LAN Team Member 1 Worksets Local Model Link to Project Files RVT, DWG, etc. Elements Network File Server Worksets DAT Files Central Files Elements Link to Project Files RVT, DWG, etc. Team Member 2 Local Model 8 WWW.BENTLEY.COM Quick Check for Central File Selecting Worksets Enables Worksharing 9 WWW.BENTLEY.COM P r o j e c t W i s e F o r t h e R e v i t U s e r - W o r k s h o p Page 4
Central File Organization Revit Application Mapped or UNC.RVT.DAT.RVT.DAT Central Models In Server Location On LAN mapped as R: Drive Local User Computer.RVT Local Model in User File Location Linked Files 10 WWW.BENTLEY.COM Revit File Security Revit Controls access to changes and local files by User Name. If I try to release a workset owned by someone else I will get a dialog telling me that only the other person can do that. To work around security I can: Close the file In the Revit Options Dialog change the user name Open the central file Make my changes 11 WWW.BENTLEY.COM REVIT SERVER Central File Coordination With Multiple Offices Boston LAN Seattle LAN Revit Revit Server Accelerator Host Server Miami LAN Revit Accelerator Server Los Angeles LAN Revit Accelerator Server 12 WWW.BENTLEY.COM P r o j e c t W i s e F o r t h e R e v i t U s e r - W o r k s h o p Page 5
ProjectWise Integration with Revit 13 WWW.BENTLEY.COM 2014 Bentley Systems, Incorporated ProjectWise Explorer Revit File Integration Step 1 PWIS PWE R: Drive.RVT.DAT Copy Central File DAT files & Links Links.RVT.DAT ProjectWise WorkDir 14 WWW.BENTLEY.COM ProjectWise Explorer Revit File Integration Step 2 PWIS R: Drive = PW WorkDir PWE.RVT.DAT Links.RVT.DAT Server Central File Revit.RVT Revit Working Folder Local Central File 15 WWW.BENTLEY.COM P r o j e c t W i s e F o r t h e R e v i t U s e r - W o r k s h o p Page 6
ProjectWise Explorer Revit File Integration Step 3 PWIS.RVT.DAT Actionable Events ** File Open Synchronize Take Ownership of a Workset Borrow one or more Object ProjectWise DFT 16 WWW.BENTLEY.COM Performing Actionable event Modify a Borrowed Object with Dependencies Add information with dependencies Release ownership of objects or worksets R: Drive = PW WorkDir Links.RVT.DAT Server Central File PWE Monitors to hook actionable events Revit.RVT Revit Working Folder Local Central File Central File Organization with ProjectWise R Drive Central & DAT Files.DAT.RVT Files Files Linked Files Files Files Central Models, DAT Files and General files Links Central & DAT Files ProjectWise Revit Application Central File.RVT Central File in User File Location Workstation Linked Files 17 WWW.BENTLEY.COM Central file Coordination for Worksharing ProjectWise Server Exton, PA PWE Integration Monitoring for actionable events PW Connection Inactive PW Connection Inactive PW Connection Inactive 18 WWW.BENTLEY.COM P r o j e c t W i s e F o r t h e R e v i t U s e r - W o r k s h o p Page 7
Central file Coordination for Worksharing Check out & Update Files ProjectWise Server Exton, PA Actionable Event Occurs PW Connection ACTIVE PW Connection Inactive PW Connection Inactive 19 WWW.BENTLEY.COM Central file Coordination for Worksharing in One Office Object Borrowing Request Check out & Update Files PW Connection ACTIVE PW Connection Inactive ProjectWise Server Exton, PA Files are locked Request Refused PW Connection ACTIVE Object Borrowing Request 20 WWW.BENTLEY.COM Central file Coordination for Worksharing Between Offices Actionable Event Occurs Check out & Update Files PW Connection ACTIVE PW Connection Inactive ProjectWise Server Exton, PA PW Connection Inactive Files are locked Request Refused Gateway and Temp Cache Server Seattle, WA PW Connection Inactive PW Connection Inactive PW Connection ACTIVE Object Borrowing Request 21 WWW.BENTLEY.COM P r o j e c t W i s e F o r t h e R e v i t U s e r - W o r k s h o p Page 8
Login to the Class Dataset On your desktop are two virtual machines: LEARN_PWINT is your integration server LEARN_PWCLT is a Revit Client For this class we will be using Revit 2015. The ProjectWise Explorer is version 08.11.11.590 with the new Revit Plugin version 08.11.11.789 EXERCISE 1 Logon to the Class Dataset Select LEARN_PWCLT Select the user Learner The Password is learn The Most Common Integration Error The most common support call for Revit is problems with crashes when opening a file. Surprisingly the most common cause is an incorrect application association in ProjectWise. There are several reasons that this can happen. Applications should always be associated to program groups. Program groups are created in the registry of the current client by PWE when integration is installed. P r o j e c t W i s e F o r t h e R e v i t U s e r - W o r k s h o p Page 9
Here are some examples of Bad Program Associations EXERCISE 2 The Incorrect Default Revit Program Group Open ProjectWise Administrator and look at the ProjectWise Revit Application Login to ProjectWise Integration Examples Login: Student Password: learn Select Applications Select Autodesk Revit and Right-Click to Select Properties In the dialog that opens select the Actions Tab P r o j e c t W i s e F o r t h e R e v i t U s e r - W o r k s h o p Page 10
This actions dialog for Autodesk Revit shows the Application that is installed when the datasource is created. It was designed to open unintegrated Revit files and will cause issues with integrated Revit. Look at the program class name Revit.Project. Is is not one of the groups delivered by the Revit Installer. NOTE: This has been fixed in the current version and delivers an integrated command. I recommend that you delete this program group in favor of application groups that specify the Revit Version. Delete the Autodesk Revit Application Cancel the Properties Dialog Right click on Autodesk Revit and Delete it. P r o j e c t W i s e F o r t h e R e v i t U s e r - W o r k s h o p Page 11
EXERCISE 3 Open Revit with the Correct Vertical Although there are multiple program groups available it is a best practice to use the correct vertical. Examine the Revit 2015 Association Open the Properties dialog for Revit 2015 What do you see for the open action? Highlight the open action and select Modify Select the and examine the program groups. Select the second Revit option. Multiple groups are created by the installer when integration is installed for any Autodesk product. ProjectWise-integrated Revit ( Revit.Document.PW) is the generic group used by default. On a client where there is more than one Revit version installed it should point to the latest version installed. ProjectWise-integrated Revit 2015 (Revit.Document.PW.OB.2015) is the version specific vertical group. It will point first to the Product and second to an Autodesk Vertical Application. P r o j e c t W i s e F o r t h e R e v i t U s e r - W o r k s h o p Page 12
EXERCISE 4 Examine an Incorrect User Association Login to ProjectWise Explorer (PWE) as Student Look at the Revit 2015 Program Association Open Associations Programs from the Tools Menu Select the + by Revit 2015 and then the + by Open to see the program groups Notice that there is more than one program association shown here, but there was only one open action when you were in PW Admin. This screenshot shows a user association. There are two types of program associations, Global and User. The global associations are setup from the ProjectWise Administrator. Any user can setup a user association to override the global association if it is wrong for that client. Unfortunately they can override the correct information with incorrect information. If Revit is not opening correctly, remove any user associations and see that resolves the issue. Remove the user association. Change the association view to User Select the User Association Right Click Select Unassociate There are times when you may have to add a user association to get Revit to open correctly. P r o j e c t W i s e F o r t h e R e v i t U s e r - W o r k s h o p Page 13
Best Practice: Opening and Working in an Existing Revit File EXERCISE 5 Open a Revit File Open Revit 2015 by double clicking the desktop icon. Select Try to accept the temporary license. In PWE go to the \Revit Class\Project Files\ folder Open Fish Room.rvt Double click or select open. Always Create New Local Select Open (quickly) Select Overwrite existing file This screenshot shows the dialog that appears in the lower right corner once the file is open. EXERCISE 6 Work in a Revit File by making worksets editable. The key to working successfully in a Revit file over the WAN is to reserve the workset by making it editable. Open the Workset dialog by selecting the workset icon. at the bottom of the screen. P r o j e c t W i s e F o r t h e R e v i t U s e r - W o r k s h o p Page 14
Select the workset(s) you need to edit and select Yes under editable to reserve them for your exclusive use. Make a change to the walls. What do you notice? Synchronize your change and relinquish worksets. Select the Collaborate ribbon Select Synchronize with Central P r o j e c t W i s e F o r t h e R e v i t U s e r - W o r k s h o p Page 15
Relinquish anything you own and select OK. NOTE: As a rule of thumb save often, synchronize no more than hourly. EXERCISE 7 Pre-borrowing Objects Select the Objects that you wish to edit. Make the objects editable Right click over the Object Grip P r o j e c t W i s e F o r t h e R e v i t U s e r - W o r k s h o p Page 16
Select either Make Worksets or Elements Editable Edit then Relinquish the Objects Syncronize and Close the file Best Practice: How to Import Existing Revit Files EXERCISE 8 Import a Revit non-workshared file Open the Revit File from the local disk In Revit select Open below Projects P r o j e c t W i s e F o r t h e R e v i t U s e r - W o r k s h o p Page 17
Select Cancel to close the PW dialog. Navigate to the Revit Links folder. Open palm.rvt Save As a Revit Project into ProjectWise Select Save As from the Revit menu. P r o j e c t W i s e F o r t h e R e v i t U s e r - W o r k s h o p Page 18
Select Project from the Save As menu Login to ProjectWise P r o j e c t W i s e F o r t h e R e v i t U s e r - W o r k s h o p Page 19
Follow the normal PWE document save steps. Place the file into the \Documents\Revit Class\Revit Links\ folder. Select OK on the Revit file save options dialog. The file has now been created in ProjectWise. Close the file. NOTE: The file could have been created by dragging and dropping it into PWE from the Windows Explorer. EXERCISE 9 Import a Revit Central File Drag and Drop the Central File into the PWE In Windows Explorer navigate to C:\Users\Learner\Documents\Revit Source In PWE select \Documents\Revit Class\Project Files\Import\ Select all three files in Revit Source and drag them into the \Import folder Open the Central file in Revit and Save As a new Revit Central File Open Office Central.rvt with Revit. P r o j e c t W i s e F o r t h e R e v i t U s e r - W o r k s h o p Page 20
Check on Audit and Detach from Central and select Open Select Close This check in dialog is for the copy in the import folder. Select Check In P r o j e c t W i s e F o r t h e R e v i t U s e r - W o r k s h o p Page 21
Save As Project from the Revit menu. Save the file into the \Documents\Revit Class\Project Files folder You will notice that the File Save Options reflect the options for a Central File. Ignore the Missing links, we will look at this later. Synchronize and close the file. Check in the file EXERCISE 10 Import a Central file and Correct the Links Manually Open Pavilion from the Import Folder Detached from Central Save As a Project into the Project Files Folder Ignore the Link Warning Synchronize and close the file Check the file in Open the file from PWE Resolve the links P r o j e c t W i s e F o r t h e R e v i t U s e r - W o r k s h o p Page 22
Select Manage Links from the Manage Ribbon Select palm.rvt and select Reload From at the bottom of the dialog Navigate to the Revit Links folder, select palm.rvt and select Open P r o j e c t W i s e F o r t h e R e v i t U s e r - W o r k s h o p Page 23
Select the Cad Formats Tab and repeat this process with the two.dwg files. Those files are located in the DWG Links Folder. Save the link changes and synchronize the file. EXERCISE 11 Import a Central file and Correct the Links Using ProjectWise Open House1 from the Import Folder Detached from Central Save As a Project into the Project Files Folder Synchronize and close the file Check the file in P r o j e c t W i s e F o r t h e R e v i t U s e r - W o r k s h o p Page 24
Open the file from PWE Do not create a New Local File Select Open Resolve the Links P r o j e c t W i s e F o r t h e R e v i t U s e r - W o r k s h o p Page 25
Notice that the Resolve Links to ProjectWise dialog will suggest links that exist in the same folder as the open Revit file. Select the box by the first link. Select the correct file for that link and select open Once all the links are either resolved or suggested correctly select Open The file is opened with all the links resolved Synchronize and close the file. EXERCISE 12 Create a Central file from an Existing Revit File Open Palm.rvt from the Revit Links folder P r o j e c t W i s e F o r t h e R e v i t U s e r - W o r k s h o p Page 26
From the Collaborate ribbon select Worksets to turn the open file into a central file. Enter a name for the first workset. Everything will be placed in that workset. Select OK Open the Workset Manager to create additional worksets Move the objects to the new worksets. Save the file Select Yes Synchronize and Close the file Project Planning & Discussion P r o j e c t W i s e F o r t h e R e v i t U s e r - W o r k s h o p Page 27