NOTE: The exercise files for this course can only be opened in the most recent version of Revit (Revit 2017).
Skill Level Appropriate for all
- This week, I want to talk about managing links within work share-enabled projects. Now I'm going to be working with an exercise file that I've saved on my D-Drive. So if you happen to have a D-Drive, what you can do is actually create a folder called Projects and copy my exercise files into that folder and if you do that, you should be able to open them without any warnings. However, there's still a pretty good chance that when you're opening My Central File, it might recognize that the computer that it was created on is different than the one you're opening it from.
And it might generate a warning to indicate that. So if that's the case, you just simply need to do a Save As and a Save the File as a new central file. So you can do that here, under Options. You can check this box and give it a new name if you wish. If you do that, you should be able to create a local file from that file and work with it just fine. Alternatively, if you have a work share-enabled project on your server that has at least one Rev-It link, then you can just work in that file for the purposes of this video.
And it doesn't really matter what the actual building is. So really all we care about is having a work share-enabled project with a link in it. We don't really care what the project itself actually is. So specifically what I want to talk about is a couple different methods you can use to control which links are visible in your individual work session. Now I'm currently logged in as a user called Paul. And you can see that up at the top of my screen. The name of this project is Office Building and then underscore Paul. That's my user name that I'm currently logged in as.
And what I have here is two Rev-It links within this file. So there's this tower element right here. And you can see that that's on a work-set called Links, and then there's this site plan element as well, and that's also on the work-set called Links. So at the moment, both of those Rev-It linked files are on the same work-set. Now the issue that I'm trying to solve here or discuss is what happens when a user unloads one of these links? Sometimes you want to see the links, sometimes you don't.
So if you choose to unload the link, what happens to the other members of the project team? Well traditionally, what would happen is if you unload the link (and I'm talking about in the Insert Tab Here on the Manage Links button). If you actually select the link and unload it, traditionally what would happen is when you synchronize with Central, the next time your teammate reload latest, they would also see the link become unloaded. So that was undesirable in a lot of cases because sometimes there are members of the team that want to see the links and other members that don't.
So the traditional way to deal with this issue would be instead of taking both of these links and putting them on the same work-set, what you would do is you would go to Collaborate. Go to Work-sets, and you would create new work-sets for each individual link file that you had in your project. Once you've done that, you can simply select that work-set and click Close. Now if I do that as the current user, I'm only closing that work-set in my work session. I'm not closing it for anybody else.
So it's quite an effective way to manage this issue. You put each individual link file on its own work-set and then you can open and close them at will. But we have another alternative that's actually built into the system, and it's actually been in Rev-It for a couple of releases now. But there's a lot of folks who are perhaps unaware that this feature is even there. So an alternative is to go to Insert. Go to Manage Links. And if I select one of the link files, notice that down here under Unload, we actually have two options.
For all users, and then for me. So for all users is that traditional approach. If I choose that, synchronize the file, and my teammates reload, it will unload for them as well. So I'm unloading it for everybody on the project. But if I choose Just For Me, the status will go to Not Loaded, has a small little asterisk here, which down here says "This link is unloaded for the current user only." I'll click Okay and the site plan will disappear. If you look over here on the Project browser, an alternative to get to that same functionality is to right-click on the link name and under Unload, we have For All Users and For Me.
And notice that at the moment, there's this little picture of a person there with an x on it. That's kind of Rev-It's icon for indicating that this link is currently unloaded for me only. Now right below that, the tower link has the blue arrow. That means it's loaded for everybody. If we right-click again, notice that the Unload option Clear my Override becomes available and that's a way of saying, "Reload that link just for me." Okay. So that's kind of like the reverse of what I just did. Now let me go ahead and synchronize this change.
So I'll do Synchronize With Central, relinquish ownership of any borrowed elements. And then let's go over to somebody else's desk and see what their experience is. So here's another user, and if I go to the File menu and go to Options, this person is logged in as the user name John. So what I'm going to do is go to Open. I'm going to browse to the D-drive, go to My Project's Folder, select the office building file, and create a new local file right there.
Now I already have a local file with the same username, underscore John. So in this case, I'm going to go ahead and overwrite that existing file. (pause) All right, so now I'm in this file again, but now as the user John and again we can confirm that up here at the top of the screen. So if we scroll down to the bottom, notice that both links have the blue arrow next to them. They're both loaded, and of course on-screen you can see that both links are here. So if I right-click the tower link this time, go to Unload and say For Me, the tower will disappear.
Gets that same icon. And then I'll go to Collaborate, synchronize my changes, relinquish any borrowed elements. And what happens if we go back over to Paul's desk now? So let's switch back over. And now let's Reload Latest. And notice that when I do, everything stays exactly the same. So the sight is still unloaded for the user Paul, so that's why it did not reappear, but notice that the tower is unaffected because only the user John unloaded that. Now I'm going to right-click Building Site and go to Unload and say Clear My Override.
And that will bring the site plan back again. So in other words, it reloads that file. Okay, so interestingly though, it's not one or the other. Remember that I still have each of these link files on a work-set called Links. So I could actually go to the work-set's dialogue and if there's ever a time when I wanted to unload all of the links quickly without having to right-click each one individually, I can still select the links' work-set here and close it.
And when I click Okay, that will make both link files disappear and you'll notice that it's indicated here on the browser with these red Xs to indicate that they're currently unloaded. But what happens for other people? Well, let's synchronize that change, relinquish any borrowed elements, walk back over to John's desk, and now John's going to Reload Latest. And notice that he's unaffected. So the traditional approach of putting each link on its own work-set is still valid.
And it still works quite well. You just have an additional way to manage this with the right-click options over here. So you might choose to actually do a little bit of both. And I would also like you to keep in mind that the work-set approach is really the only option when you're talking about a DWG link or a Point Cloud or anything that is not a Rev-It file. So the Rev-It files give you this right-click option, but the other kinds of links do not. So keep both methods in mind. They're both completely valid. And it just gives you ways to manage exactly which links you're seeing, and not only for the entire team but for each individual user.
They can choose which links they want to see and when.
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.