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Accessing a multi-user project with worksharing

From: Revit Architecture 2013 Essential Training

Video: Accessing a multi-user project with worksharing

In this movie I want to talk briefly about what we do when we have a multiple-user team. In Revit your entire project lives in a single project file. This raises a problem when you have more than one person on a team because only one person can access the project file at a given time. So this would not make it very practical for teams to work together. So what Revit offers is a feature called worksharing. With worksharing you have a central file, and this file is typically stored on a network server. It can be any network server; any map drive will do the job.

Accessing a multi-user project with worksharing

In this movie I want to talk briefly about what we do when we have a multiple-user team. In Revit your entire project lives in a single project file. This raises a problem when you have more than one person on a team because only one person can access the project file at a given time. So this would not make it very practical for teams to work together. So what Revit offers is a feature called worksharing. With worksharing you have a central file, and this file is typically stored on a network server. It can be any network server; any map drive will do the job.

And then each user on the project team creates what we call a local version or a local copy of this file that they actually do their day-to-day work in. The local copy is created literally on the local hard drive and it maintains a connection back to the central file. And what happens is every so often the users on the team will synchronize with the central file that will take their changes and publish them to the central file, and any changes made by their colleagues and bring them down and update their local copy.

And in so doing, everybody is able to work together on a project team and all make changes to various parts of the project. Now the challenge that we have is, in a video course such as this, it's a little difficult for me to demonstrate and certainly to provide an exercise file for you to work in on this. So what I'm going to do is simply demonstrate the process that you follow to open and create a local copy. And I'm going to do this because many of you are probably working in firms where you work together in the team and it's going to be important for you to understand that probably most projects that you're going to work on in Revit are going to be opened and created this way.

So you should at least know the basic steps, but I definitely recommend that you talk to your IT professionals, or your BIM, or CAD manager and get the details of how things are done in your firm. Think of this as really just an overview of the concept and a tool to help you get started. So what I've done is set up sort of a simulated network here on my system, and I've created a file called Workshare and I'm going to show you how you would access that if it's a worksharing file. So I would use my Open link or I could go to my Application menu to get there, and go to my network server, in this case it's on my D: drive, and I've just created a file called Your Office Network to simulate this location.

When I open that file and I select the central file, in this case it's a file called Workshare, the most important setting is down here at the bottom of the screen, there is this Create New Local check box and we want to absolutely make sure that that's checked. Now it's checked by default so you shouldn't have to do anything here, it should already be that way, but you want to just double check before you click Open that that's checked. And what that will do is instead of opening the central file which we don't want to do, that would be considered a bad thing, we want to make sure we're creating a local copy, let me show you what that looks like.

If I restore this down here, here is the file called Workshare and notice that at the end of that file it's added my username, Paul Aubin, to the end of the name. So I'm now working on a local copy of this workshare-enabled project. I could go about my work, make whatever changes I want to make and then when I'm ready, I would go to the Collaborate tab or the Quick Access Toolbar and use my Synchronize with Central command, and you can see it located right here and right here.

This would maintain the location back to the Central file; it knows where that file lives. And when I click OK, it would update any changes that I've made to the Central file and if any of my colleagues had made changes it would pull those changes down and update my local copy as well. That's the way most teams are working together using a Revit environment. Now for the remainder of the course, we're going to work in stand-alone projects. But I thought it was important for you to at least understand that worksharing is going to probably be the way that most of your projects are going to be setup, and so you're least aware of it.

I definitely recommend you talk to some of your colleagues and your CAD and BIM manager and make sure that you've got the process down for what you do there at your firm, but that's the basic steps that are involved in opening and creating a new local file.

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This video is part of

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Revit Architecture 2013 Essential Training

96 video lessons · 12929 viewers

Paul F. Aubin
Author

 
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  1. 1m 57s
    1. Welcome
      1m 2s
    2. Using the exercise files
      55s
  2. 14m 43s
    1. Introducing building information modeling (BIM)
      3m 0s
    2. Working in one model with many views
      4m 48s
    3. Understanding Revit element hierarchy
      6m 55s
  3. 54m 44s
    1. Understanding the different versions of Revit
      1m 19s
    2. Exploring the Recent Files window and the application menu
      5m 20s
    3. Using the ribbon and the Quick Access Toolbar (QAT)
      7m 12s
    4. Understanding context ribbons
      4m 43s
    5. Using the Properties palette
      8m 31s
    6. Using the Project Browser
      5m 34s
    7. Navigating views: Zooming, panning, and rotating
      5m 57s
    8. The basics of selecting and modifying
      9m 49s
    9. Accessing Revit options
      6m 19s
  4. 47m 6s
    1. Creating a new project from a template
      7m 42s
    2. Accessing a multi-user project with worksharing
      4m 16s
    3. Configuring project settings
      6m 33s
    4. Adding levels
      7m 40s
    5. Adding grids
      6m 23s
    6. Refining a layout with temporary dimensions
      6m 58s
    7. Adding columns
      7m 34s
  5. 1h 11m
    1. Adding walls
      8m 48s
    2. Using snaps
      6m 24s
    3. Exploring wall properties and types
      7m 37s
    4. Locating walls
      7m 27s
    5. Using the modify tools
      9m 32s
    6. Adding doors and windows
      7m 39s
    7. Using constraints
      8m 27s
    8. Adding plumbing fixtures and other components
      8m 39s
    9. Using Autodesk Seek
      4m 19s
    10. Using wall joins
      3m 0s
  6. 1h 11m
    1. Linking AutoCAD DWG files
      10m 59s
    2. Creating topography from a DWG link
      7m 43s
    3. Understanding CAD inserts
      7m 56s
    4. Import tips
      6m 49s
    5. Creating a group
      7m 10s
    6. Mirroring groups to create a layout
      5m 3s
    7. Creating Revit links
      5m 16s
    8. Rotating and aligning a Revit link
      7m 6s
    9. Establishing shared coordinates
      6m 5s
    10. Managing links
      6m 0s
    11. Understanding file formats
      59s
  7. 1h 13m
    1. Working with floors
      8m 57s
    2. Working with footprint roofs
      6m 22s
    3. Working with extrusion roofs
      4m 59s
    4. Attaching walls to roofs
      3m 17s
    5. Using the shape editing tools to create a flat roof
      6m 33s
    6. Working with slope arrows
      6m 0s
    7. Adding openings
      8m 33s
    8. Working with stairs
      8m 4s
    9. Adding railings to stairs
      3m 40s
    10. Working with ceilings
      9m 36s
    11. Adding extensions to railings
      7m 20s
  8. 48m 34s
    1. Creating a custom basic wall type
      10m 18s
    2. Understanding stacked walls
      8m 12s
    3. Adding curtain walls
      8m 17s
    4. Adding curtain grids, mullions, and panels
      10m 59s
    5. Creating wall sweeps and reveals
      6m 26s
    6. Exploring model lines
      4m 22s
  9. 47m 40s
    1. Using object styles
      4m 19s
    2. Working with visibility and graphic overrides
      7m 3s
    3. Using view templates
      6m 13s
    4. Hiding and isolating objects in a model
      6m 37s
    5. Understanding view range
      7m 7s
    6. Displaying objects above and below in plan views
      6m 35s
    7. Using the Linework tool
      5m 21s
    8. Using cutaway views
      4m 25s
  10. 21m 28s
    1. Adding rooms
      8m 15s
    2. Controlling room numbering
      6m 13s
    3. Understanding room bounding elements
      7m 0s
  11. 33m 13s
    1. Understanding tags
      9m 58s
    2. Adding schedule views
      7m 55s
    3. Modifying schedule views
      7m 12s
    4. Creating a key schedule
      8m 8s
  12. 58m 40s
    1. Adding text
      7m 29s
    2. Adding dimensions
      9m 6s
    3. Adding symbols
      4m 42s
    4. Adding legend views
      4m 51s
    5. Creating a detail callout
      8m 31s
    6. Adding detail components
      8m 52s
    7. Using arrays to duplicate objects parametrically
      7m 43s
    8. Adding filled and masking regions
      7m 26s
  13. 41m 29s
    1. Understanding families
      2m 37s
    2. Creating a new family from a template
      6m 29s
    3. Using reference planes, parameters, and constraints
      7m 52s
    4. Adding solid geometry
      8m 40s
    5. Cutting holes using void geometry
      5m 9s
    6. Adding blends
      6m 2s
    7. Completing the family
      4m 40s
  14. 38m 48s
    1. Adding sheets
      7m 44s
    2. Working with placeholder sheets
      5m 24s
    3. Aligning views with a guide grid
      5m 57s
    4. Outputting sheets to a DWF file
      6m 39s
    5. Exporting to AutoCAD
      5m 42s
    6. Plotting and creating a PDF
      7m 22s
  15. 2m 38s
    1. Next steps
      2m 38s

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