This video focuses on creating a central model, as well as best methods for creating local files and detaching from central.
- [Instructor] This week I'd like to set up file sharing. It's pretty easy but it's definitely crucial on any project. One of the coolest things about Revit is the ability to allow multiple users access to the same model. What happens is Revit will have a central model that resides on your server. When each user goes to open the model Revit will make a copy and put it on your local machine. This copy is linked to the central model, it's called the local model. When you synchronize with this central model your changes are saved and you can also see changes that others in the model have done.
So let's do it. Let's jump into Revit, under Projects I'd like to start with an Architectural Template. The first thing we need to do is save this as something. So let's click our save button. Let's browse to a directory that makes sense to you. Most projects have a project number, and then the discipline, so I'll go a 1234567 underscore, all caps, ARCHITECTURAL.
Go to your options. For the Maximum Backups I'm going to go with 20 and we'll see how this works. Let's click OK. Let's click Save. Now what we want to do is turn on file sharing. Let's go to the Collaborate tab. On the Collaborate tab we have the Collaborate button right here. So go ahead and click that.
Now we can collaborate within our network or if we're using collaboration for Revit you can collaborate using the cloud. For this I'd like to Collaborate within your network. Click OK. Now let's hit the save button again. What's going to happen is they're going to give you a little warning, or just a little note, saying, "This is the first time the project has been saved "since Worksharing was enabled." Blah blah blah, blah blah blah. Just click Yes.
Now notice that the save icon is grayed out and you have the synchronize icon. Click Synchronize and Modify Settings. You could make a comment or we can just click OK. Now what I'd like to do is go into what's called the Worksets. Everything we model will be on Workset 1. Obviously levels and grids will go on Shared Levels and Grids. It's almost like a layer but you can turn an entire workset off.
We're going to keep the two default worksets but notice that I am the owner of both of them. We don't want this because no one else will be able to work on anything. For Editable click No, and then click No here. We want this to be wide open. Click OK. Now if you want to click the drop-down here and you can just synchronize now without bringing up that dialog.
There we go, we've now turned on worksharing. You should never have to go back into this model again. So I'm going to close out of here, and in Explorer I want to take a look and see what it's done. So if I go to my Exercise Files, notice that it has our ARCHITECTURAL model, and it makes a backup folder. Within that backup folder are some log files and a whole bunch of .dat files.
This is how our central model is going to talk to our local model that we're going to make in a second. I'm going to close out of here. Now, when you're in a file shared project you have to go to Revit first, then under Projects go Open. Now if I select my central model notice on the bottom here we can detach it from central, or we can create a new local. Create New Local should be on by default. So I'd like to click Open.
And there we have it. Now notice what it's going to do, it's going to give us our project, and underscore and then your Username. Your Username is found here. If we go to the File tab, then go to Options, your Username is here. I'm going to click Cancel. Now if we just draw some walls. And hit Escape a couple of times, maybe delete one of them.
Let's go to our Collaborate tab. Now let's synchronize our model. Once it's synchronized our changes will go back to the central model. Now what I'm going to do is I'm just going to grab one of these walls and kind of drag it over to here. Now if we go into Worksets we'll notice that I'm borrowing the workset. If I owned it no other user would be able to modify anything on Workset 1, which happens to be everything in our entire model.
Since I'm a borrower not an owner I'm only borrowing a workset, which means I really only own this one wall right now. If someone else were to try to edit it it would stop them. So I'm going to click OK. I'm going to synchronize. Now I'm going to close out of here. Now we'll see that we have our ARCHITECTURAL with your name. You cannot open it by clicking here. If you ever want to make a new local model, which I encourage you do every day, under Projects go Open, select the ARCHITECTURAL model, Open.
And it's going to tell you that you're trying to create a new file but one already exists. Overwrite the existing file. And there you have it. Now if we go back into Windows Explorer, and if you go to your Documents folder you'll see that it adds this to your documents. This is where your local model resides. What's nice is you always have a backup of the central model. And again if we go into here, these are the files that talk back and forth with the central model that's on your server.
Close out of here. And one more thing we could do if we close out, you can save locally. If you want to detach it under Projects we'll go Open. We can select our central file and this time we'll click Detach From Central. Click Open. And you can detach and discard worksets which turns off file sharing completely. Notice that it gives it an underscore then detached. So if you click the save button it doesn't know what to do with it so you can just save it anywhere you want.
I do this a lot when I want to send a file shared project to another user or another company. I'll just hit Cancel here. And that's how you set up file sharing
Skill Level Intermediate
Q: Why can't I earn a Certificate of Completion for this course?
A: We publish a new tutorial or tutorials for this course on a regular basis. We are unable to offer a Certificate of Completion because it is an ever-evolving course that is not designed to be completed. Check back often for new movies.