Understanding Where to Host Your Autodesk Files For EDITING...

 I really wanted to title this, DON'T DO THIS...since I wind up spending an inordinate amount of time trying to explain this to the general design and construction public. Be aware that I'm presenting this from a layman's point of view, to help make it easier to understand why these issues occur.

The internet continues to change the way we work, but alas, we do not. We continue to try to do the same thing we did twenty years ago, thinking that everything happens in a static place where nothing changes. It's almost like trying to argue with the 30 year AutoCAD user, who bought a "perpetual license" and really thinks it's going to work just peachy for the next thirty years. Do yourself a favor - take the time to understand how the technology has changed, and avoid issues with file corruption, lost data and more.

Here's the real part of the story. While there are a large number of resources online that allow you to share files - from Facebook, Instagram and other sites where we share our pictures of our dogs, kids and videos of us trying to look cool while dancing in a street and not get run over by another car - to legitimate file sharing services such as OneDrive, Dropbox, WeTransfer, Google Drive, Autodesk Drive, iCloud, Box, Sharepoint...you get the idea. It's important to understand the differences of each of these services and the intent for how they are supposed to be used.

All of these offer a service of providing a backup space as well as the ability to securely share and transfer data and content between locations. But here's the rub - NONE of them are supported as a platform for EDITING Autodesk files. 

Let's get down in the weeds. In order for Revit, AutCAD, Civil 3D and other file formats to be managed correctly - when it comes to file locking, access, permissions and more - the files must live somewhere within a supporting operating system environment. AutoCAD hasn't locked its own files since 2007, and with Revit central models allowing multiple users in a single file, the permissions and access for the temporary files that constantly communicate with the central model are critical in order to prevent file corruption and lost data.

To do this, Autodesk has been publicly addressing this through their system requirements - for example, here is AutoCAD:

https://knowledge.autodesk.com/support/autocad/troubleshooting/caas/sfdcarticles/sfdcarticles/System-requirements-for-AutoCAD.html

Each item listed shows the support operating system, from Windows, to Mac and Linux environments. Revit also has similar system requirements:

https://knowledge.autodesk.com/support/revit/learn-explore/caas/sfdcarticles/sfdcarticles/System-requirements-for-Autodesk-Revit-products.html

Here's the key - communications between the location and file must be in an environment that is supported by SMB protocol - in short, this stands for Server Message Block. The versions of SMB, also known as dialects, align with the versions of Windows. With SMB 1.0 came support for the original DOS-based systems. This originated in 1984, and with each new release of the Windows OS ecosystem, a newer version of SMB was released. For example, Windows Vista and Server 2008 included SMB 2.0, while version 3.0 was associated with Windows 8 in 2012. SMB 3.1.1 was released with Windows 10 in 2015, and has been the baseline for both versions 10 and 11. 

If a program such as AutoCAD or Revit is supported on one of these operating systems, then it's supported by the corresponding SMB dialect.

Wait...Explain what SMB does!

So what does SMB do? TechTarget (techtarget.com) includes a great description about the definition of SMB here. The key description for how it works is:

"The SMB protocol enables applications and their users to access files on remote servers, as well as connect to other resources, including printers, mailslots and named pipes. SMB provides client applications with a secure and controlled method for opening, reading, moving, creating and updating files on remote servers. The protocol can also communicate with server programs configured to receive SMB client requests.

Known as a response-request protocol, the SMB protocol is one of the most common methods used for network communications. In this model, the client sends an SMB request to the server to initiate the connection. When the server receives the request, it replies by sending an SMB response back to the client, establishing the communication channel necessary for a two-way conversation."

Autodesk specifically references it's requirement to operate in this link:

https://knowledge.autodesk.com/support/autocad/learn-explore/caas/sfdcarticles/sfdcarticles/Support-for-non-Microsoft-networks.html

So Where Can I Work?

So here's the summary - NONE of these examples of file sharing services are properly defined/managed to serve as locations where files can be EDITED (that's the key phrase)

• Sharepoint/OneDrive
• Google Drive
• Autodesk Drive (Yea, it's an Autodesk product, but not the right one for editing...keep reading)
• DropBox
• Box

Let's provide a little context. A user named Bob places an AutoCAD Drawing (.DWG) in a Sharepoint file location, such as \\myoffice.sharepoint.com\sites\myproject\files. He proceeds to use the Open command to browse to the Onedrive link to the file at this site through File Explorer, and opens the drawing in AutoCAD.

Any user that is a member or guest of the site, if they have access permissions, can see and open this file. But what they are opening is not this file, but a local, cached copy of the file where Sharepoint is the host location. Since OneDrive is basically the "desktop" version of Sharepoint, it will also be working on a cached copy of the file. The confusion comes from users that were using a traditional networked server that users accessed via a mapped drive or UNC path before moving to the cloud. In those cases you were opening the actual file.

The file on the site does not know that it needs to be locked - so on another computer a user named Pat also opens the file - but again, not the original but a cached copy. Pat's fast, and makes a few changes, and saves the file while Bob still is working on his file, because...well, he's slow. Bob's done and saves his changes - which don't include Pat's changes since they were not in the cached copy he downloaded. Now the files are out of sync, and Bob just wiped out Pat's work, and now everyone's mad.

What about using a DFS configured network?

Similar issues will occur when working in a DFS (Distributed File Service) Environment. In this case, the first "available" copy of a file is what is opened, as the files are "replicated" on other related systems within the network. Again, TechTarget has a great explanation of this type of system and how it works here.

Autodesk addresses DFS issues here:

https://knowledge.autodesk.com/support/autocad/learn-explore/caas/sfdcarticles/sfdcarticles/Distributed-File-System-DFS-support.html

How about using NAS/SAN appliances?

Network Attached Storage (NAS) devices are very similar to the external hard drives and USB drives we use now as a primary backup for many user's home or small office systems - and in some cases, can be used in larger enterprise solutions. They contain a built in hard drive that can allow users to have a shared location to store data, but can experience performance issues if too many users try to access the data simultaneously. Since their primary purpose is to provide basic data storage and backup, they typically cannot handle the constant traffic between Revit local and central files - and the more users accessing the files, the slower the system. TechTarget's full description can be found here.

Storage Area Networks (SAN) appliances are typically associated with high speed networks, and have improved performance over the traditional NAS device. TechTarget's description of a SAN explains how SAN is differentiated from a NAS appliance/system:

"The SAN interconnects all the disks into a dedicated storage area network. That dedicated network exists separate and apart from the common LAN. This approach enables any of the servers connected to the SAN to access any of the disks attached to the SAN, effectively treating storage as a single collective resource. None of the SAN storage data needs to pass across the LAN -- mitigating LAN bandwidth needs and preserving LAN performance."

So while skipping a LAN connection and behaving similar to a traditional WAN, it can provide users access from multiple locations without the pass-through throttling that occurs on a traditional WAN. There also some SAN configurations that do support SMB protocols, but it would be up to the vendor to validate this as well as support any issues that arise. Techtalk's full description of SAN systems can be found here.

The Autodesk article on the use of NAS and SAN appliances can be found here:

https://knowledge.autodesk.com/support/revit/troubleshooting/caas/sfdcarticles/sfdcarticles/Revit-support-with-network-file-servers-or-cloud-storage-solutions.html

What does this leave us:

- Windows 10/11 OS on your local hard drive - with the current supported versions of 2021-2024, all of these products are supported on Windows 10 and 11. Be aware that none of them will work on Windows 8.1 - and you shouldn't be using this version either, as it's no longer being updated by Microsoft, including security fixes. And yes, a MAC OS is supported, primarily in a Windows emulation environment.

- Window Server 2012/2016/2019 - check the specific version system requirements for Revit Server from the previous links above. Depending on the Autodesk software version, the server OS must be one of these versions. 

- Autodesk Docs/BIM 360 - Purpose-built to provide a cloud storage AND editing solution, this is best location to edit Autodesk documents. Newer releases such as AutoCAD and Civil 3D 2024 utilize updated Sheet Set Manager tools that either can bypass or work correctly with the Autodesk Desktop Connector application that normally manages the caching and file permissions between a local hard drive and the AWS-based "server" location. The rest of the time, it's the Desktop Connector tool that "manages" file access.

Be aware that programs like Revit are in constant contact with central files, regardless of where they are stored. Simple things, such as being aware that Bob has started editing an element (that's not in a checked out workset - better known as "borrowing"). If Pat tries to edit the same object - or edit anything in an MEP system or hosted object that is associated with and impacted by changes to the object - then they know right away, since "ownership" of objects is communicated via the temporary files associated with the project.

There's a couple of caveats here as well - if you are a single user, you can get away with using Autodesk Docs to edit drawings and work on non-central Revit models. If you are collaborating in Civil 3D, Plant 3D and Revit, and working with Revit central models, you need to have the BIM Collaborate Pro entitlement. This is over and above your software license subscription, but can provide an ROI very quickly when you have more than one user on a project.

I know we're going to have some folks disagree with this. You might hear about issues with Desktop Connector - yes, there have been some that Autodesk has struggled to fix, but at the same time, the application has improved dramatically over the last few years. For example, it works great with Revit, but you also need to make sure all users on the projects have the same build of Desktop Connector as well as the same build (not just version) of Revit as well. We're using it on hundreds of projects and rarely encounter a problem - but these only occur when users try to add links to content that's not in the project hub, or connected to one of these other sites. 

What about everything else?

That's easy - you can take the risk to use any of these platforms  (i.e. Panzura, Egnyte, etc. and the other file sharing locations listed above as examples). But when you lose changes...don't have access to the files...get file corruption...you're going to have to reach out to these providers to figure out the solution. The cost, time and effort invested in a platform or service that isn't supported by Autodesk is wasted when you don't start by taking a full look at how the design platforms developed today work, and how they improve the design and operational environment.

You also have Bentley's Projectwise platform but be aware that vertical applications like Revit, AutoCAD Plant 3D and Civil 3D also experience issues here as well. Autodesk Vault is also still available as a "behind the firewall" solution, but again, Revit does not play well in this environment. Both of these platforms utilize effective single file check-in/check-out features that prevent files from being edited by multiple users, but lose effectiveness when external files are required to be accessible at the same time.

In summary, do your homework BEFORE implementing your primary work platform, and understand the limitations/benefits for each first. And a great thanks to Techtarget for the easy to read and understand descriptions of each - hopefully they will help you as much as they helped an "old dog" like me.

4-12-2023 UPDATE - with the release of 2024 products, the Autodesk support versions are now back to 2021 - but you can still use older versions back to 2018.3 to work on existing Autodesk cloud projects as long as you have a continually maintained subscription. Get these older projects upgraded to a supported version as fast as possible!

Understanding Revit Category Uses for Component Families

 There are definitely some things that I love about Revit, that I consider a vast improvement on AutoCAD and 2D drafting. One of my favorites are the use of hard-coded categories instead of user defined layers. This makes standardization on a project much easier, but there’s also a ton of flexibility that can create issues for users. It helps to have a clear understanding of how the categories are to be used and see some changes Autodesk has made to expand the categories.

Every object in a project is divided in object style categories. Model, annotation, analytical model and imported objects represent the four primary object styles that can be edited and defined in a project.

Model objects are for physical representations of real-world objects. These include additional filters by these disciplines:

•           Architectural
•           Structural
•           Electrical
•           Mechanical
•           Piping
•           Infrastructure

 Autodesk has been expanded the default categories that are included, starting with the infrastructure discipline in 2021, then adding temporary structures, medical equipment and vertical circulation in 2022. The current release 2023 added Mechanical Control and Plumbing Equipment to help clarify and isolate these types from their previous categories.

By default, when a component family is defined, you select one of these categories for the overall model. Any solid model or imported object is automatically associated with the primary category, but you can also create sub-categories for the primary object style.

Be aware that not all of these categories are for model components – for example, system components include pipe and duct items as well as their associated insulation and placeholders. Ceilings and walls are also system families that are defined in the template and not as a family-based model component.

Another key item to note – users in the past switched between general model and specialty equipment based on whether the category was able to be “cut” for a section view. Revit 2023 now includes an “Enable cutting in view” option for Specialty Equipment families that eliminate the need to differentiate content based on this requirement.

Here’s a list of all of the primary model object styles (based on Revit 2023):

Each one of the model categories can include a subcategory. One way we use these is to help us refine the visibility of objects within a category. For example, electrical and mechanical equipment cover a wide range of family content:

A common use of a subcategory includes a clearance object, which is used in model coordination to help maintain areas that cannot be encroached per code requirements. Another use is to set the default 3D geometry so they can have different lineweight, color, patterns and materials assigned. By editing the solids in a family and assigning them to this subcategory, you can provide more specific settings for the visibility characteristics of a part and help isolate items in the same category.

Proper Uses and Assignment

Object styles provide multiple features that go beyond just visibility. While you can add sub-categories to expand visibility options, assigning the category also tells Revit about specific behavior a part may include. For example, electrical equipment covers any power distribution device, including power panels, switchboards, transformers and equipment switches. When a part type like this is assigned, Revit will automatically assume that a circuit or power connection is needed. If a connection is not made to the device, it will appear as an open circuit, letting the user know that it is available as needed.

The categories are assigned in the Family Editor under the Family Category and Parameters tool. When selecting different types of content, pay attention to the part type:

In this example, the electrical equipment category specifically references the part types that should be used. Equipment Switch, Panelboard, Switchboard and Transformer settings all include built in electrical data – so if a family is incorrectly defined in this part type, it could lead to Revit indicating an open electrical connection in error, when in reality the category is incorrectly applied.

So how do we select the correct category? To help with this, review this Revit Category Use document  to see recommendations for how we assign these, based on who the model element author (or owner) is, and what types of families would be typically assigned to these categories. In the long run, consistently using these assignments can help you create a cleaner and better organized project.

thanks - DB

Help Yourself...Clean up Your System for Better Autodesk Program Performance!

 We’re all guilty of sticking to old habits, but with the advance of technology in our design platforms, some things you might have done in the past are no longer necessary – and can cause more problems than they save. This series of tech tips are here to help you understand the differences in working in old environments such as our old Windows network, and new locations such as loud-based document management systems, including BIM Collaborate Pro, ProjectWise and Sharepoint.

Understanding How Autodesk Programs Use Temporary Files and Space

Microsoft Windows was first released in 1985, as a first “graphical interface” for the “disk operating system”, better known as MS-DOS. Many of the foundational aspects of DOS remain, such as a computer’s need to have one program be the focus of the computer at the time. The system has evolved to allow other applications to remain running and active, which created the need for “temporary files” to stay open in the background.

Autodesk programs such as AutoCAD and Revit have used background files for a variety of purposes:

• AutoCAD files previously used their own file locking files to prevent more than one user from accessing a file at a time. While the early vestiges of DOS incorporated “restricted access” to files, it was not until AutoCAD 2000 that Windows took over the file locking service through the operating system. The previous DWL file simply tells the system who has the file open. The files are intended to be deleted every time the program is closed…until it crashes.
• AutoCAD also has a series of backup files that are created, which use .BAK, .AC$, and .sv$ extensions. While there should always be one backup file (.BAK), the automatic save (.sv$) and temporary (.ac$) files should be deleted when AutoCAD is closed…until it crashes. These autosave files are typically stored in a C:\users\username\appdata\local\temp folder.
• Vertical toolsets and Civil 3D create even more temporary files that are associated with functions of the features in the program – such as other types of temporary files that could be stored in your local c:\temp folder and project folders.
• Revit has its own infrastructure of temporary and access files since the project model can allow multiple users to safely access one file (unlike AutoCAD). If the model is based on BIM 360 (BIM Collaborate Pro) or Autodesk Docs, then “cached” versions are copied locally so the user is not dependent on accessing the cloud 100% of the time. Caching also improves file performance by storing and updating the local copies via the Desktop Connector application.
• In addition to the Autodesk programs, other applications can add variety of temporary files that can quickly fill up a hard drive and cause out of memory errors.

How do you know when you need to clean up? It’s easy – get in the habit of doing it on a regular basis to avoid issues in the first place. Do this at least every one to two weeks. But if you start to get errors such as files being out of date, not saving, changes disappear, and files take a long time or do not open at all. Quick note - while this covers Windows 10, Windows 11 will have similar locations. I've added a few notes for version specific items.

Let’s look at how to complete these tasks quickly and easily.

Hard Drive Maintenance

The best way to handle system clean up is to us the Disk Cleanup tools that come with Windows. This tool takes care of your hard drive and makes sure the overall system is as clean and functional as possible.

To perform a disk cleanup, follow these steps:

Before starting this task, make sure that you have closed any open applications, saving your work as needed. Items on the hard drive that are in use may not be able to be deleted or removed, so always close your applications first.

Open the Windows File Explorer tool. When the program appears, make sure the address bar and view is set to This PC – here’s an example that your system should look like:

You’re looking for the main hard drive on your system. Our computers, for the most part, use one hard drive as the storage device. You can see this under Devices and Drives – the PC Name and Drive letter C: are indicated, along with the available free disk space:

An early habit you need to learn is to change or edit something, place your cursor over the object and click the right mouse button. Context sensitive menus, based on what you have selected, will appear, and provide a list of tools and actions you can use on the device you have selected:

For Windows 11:

Be aware that this menu will appear differently based on the applications you have installed on the computer. At the bottom of the list, click Properties, which will always appear there. A new dialog will appear:

The General tab provides the key information we need, including the overall capacity of the hard drive in gigabytes, the used space and free space. Keep in mind we always want to make sure that we never go below 20% of the capacity in free space – so cleanup helps us with this habit. The Disk Cleanup tool is displayed on the General tab and is the only tool you need to use for this step. Select Disk Cleanup to continue:

A list of all items you can remove from the system is displayed. Scroll down the list to review the list, and the bold options are the key ones to select:

• Downloaded program files
• Temporary Internet Files – to make sure your internet runs efficiently, clean these files often.
• Directx Shader Cache – if you don’t do a lot of rendering, you can delete these files
• Delivery optimization files
• Downloads – this one can go either way – if you are downloading files from other sources, make sure that as soon as you download the file, you move it from your c:\users\username\downloads folder first if you need to keep the files. Don’t hold on to or store files here – in other words, move it or lose it.
• Recycle Bin – files you’ve already deleted
• Temporary Files – this is the main one you want to clean up
• Thumbnails

 As you select these folders, the description explains what the files are used for, so you can better understand their function on the system. Once you have selected the items to clean up, click OK. You will get a prompt asking you if you are sure – select Delete files to complete the step. A status bar will appear and display the progress. Once this step is complete, you will see a difference in the free space for the system. Click OK to leave the properties dialog.

Cleaning Up Your Cloud - Autodesk Docs/BIM Collaborate Pro

Autodesk introduce cloud-based computing for their products a few years ago beginning with Buzzsaw, and are now at the Autodesk BIM Collaborate Pro/Autodesk Docs products for all projects that are primarily based on their software (including AutoCAD, Revit, Civil 3D, Plant 3D and more). At different points in the project, it’s important to perform maintenance on your local system to make sure your system performs at its maximum potential.

To clean up your Autodesk Docs files, follow these steps.

For this first step, you must have the Autodesk Desktop Connector application running, and be signed in to your Autodesk account. You can check this by looking for a white “A” icon in your system tray of the lower right corner of your screen:

If you are not signed in, right click on the icon, and choose Sign In:

After signing in, from Windows File Explorer, locate the Autodesk Docs shortcut – expand it to show a list of all the projects you are assigned to in you business’s project hub. In this case, the example is showing a training project that we want to make sure is cleaned up and current:

Double click on your project – the Project Files folder will appear. Right click on the folder to see the maintenance options:

The two primary tools to use are Free Up Space and Sync.

Sync forces the latest version of the files between your local hard drive and cloud are synchronized – this step should always be performed prior to using Free Up Space.

Free Up Space will remove the local copies of any Revit or CAD files in the project folder. This forces Revit and AutoCAD to download the latest version of the files from the cloud the next time the files are opened.

A couple of rules about this step – this tool will only run on folders and files that you have permissions to access and edit. You can also choose to sync individual files.

Run the Sync command first by selecting that option. A dialog will appear in the lower right corner of the screen, indicating your files are being transferred to the cloud. After the sync has completed, the files in the folders will indicate they are synced with the cloud project files:

Next, right click on the folder and select Free Up Space. 

A confirmation dialog will appear:

If you return to the folder, the files will now show as online – this indicates that the local copy has been removed, but when you open the file from Revit or AutoCAD, the latest synced version in the cloud will be downloaded again and become the current local copy.

Advanced File Cleanup for Autodesk Docs

If you are a more advanced user, and you are having other issues with project files, you can manually clean up the temporary files that are created with Autodesk docs. Before performing this step, make sure that all changes have been synced, and all Autodesk design applications are closed. You will also need to make sure that Windows File Explorer is set to show hidden files. If you are unsure of any of the steps for performing this task, do not try it alone – contact Autodesk support for assistance.

Sign out from the Autodesk Desktop Connector. Make sure ALL programs are closed (except for this File Explorer).

From Windows File Explorer, browse to these locations (add your username and the version of Revit)

• C:\Users\username\AppData\Local\Autodesk\Revit\Autodesk Revit 202x\CollaborationCache
• C:\Users\username\AppData\Local\Autodesk\Revit\PacCache
• C:\temp (if you are using Windows 11, the temp folders are located in  C:\Users\YourUserName\AppData\Local\Temp).

Delete as many of the folders and files as possible – should any of the files say they cannot be deleted, skip these.

Reboot your system using the SHIFT+Restart option to force a hard reboot of the system. Be aware that a prompt to Continue to Windows will appear – you must select this to continue.

Log back into Windows and check the c:\temp location to see if any additional files can be removed.

Log back into the Autodesk Desktop Connector and resume use of the applications.

Additional Links and Information

For specific directions from the Autodesk Knowledge Network, check out these links:

https://knowledge.autodesk.com/search-result/caas/sfdcarticles/sfdcarticles/How-to-delete-temporary-files-in-Windows.html

https://knowledge.autodesk.com/support/revit/troubleshooting/caas/sfdcarticles/sfdcarticles/Collaboration-for-Revit-Finding-local-copies-of-files.html

https://knowledge.autodesk.com/support/desktop-connector/learn-explore/caas/CloudHelp/cloudhelp/ENU/CONNECT/files/Get-Started-with-Desktop/GUID-714E0D68-6B13-4034-B742-5A91E19EA5B3-html.html

Summary

Using these methods will prevent a project from becoming populated by duplicated and unmanaged versions of the files. Use versioning and the compare tool to review what’s in the files, the sets to replace your old archiving process, and transmittals for sharing – you’ll enjoy a well-formed and managed project.

Help Yourself...Seriously! How To Get Better Autodesk Product Support Online - The System Basics

Several years ago a small group of Autodesk Expert Elites got together with Autodesk and Directly, a third party technical support management site, to help Autodesk resolve more of their open support cases. This program leveraged decades of product experience to provide relevant responses to most support question types. There are some limits - such as we can't reach out to the client during the case and use tools like Zoom or Teams to remote into a system and get more detail. In these cases, we escalate the case to the Autodesk agents, that are allowed to provide this service at a higher level of support.

But it's never easy - there's always a better way to provide these solutions. It's really dependent on the information provided by the user to make sure we understand what is exactly happening on someone's system. Think of visiting your doctor - they're going to ask you a ton of questions before they recommend or prescribe anything, so the more accurate and detailed the responses, the more relevant the solutions will be. And it requires a lot of patience on both ends.

So how do we make this smoother for your typical Autodesk support questions? It's easy - if you're the user posting the question, follow this checklist:

1. Get your software information together first. For Autodesk products, access the program Help page - every one includes a question mark "?" in the upper right corner of the program window. When you select this, you will see the name of the program at the bottom of the drop down menu (it usually says Autodesk Revit, Autodesk AutoCAD, etc. or something similar). Selecting this option will open a dialog, that includes the software version, build number, and versions of any supported vertical tools such as AutoCAD Architecture, MEP, etc. You should see a dialog similar to this:

In this example, the core AutoCAD version is shown, along with AutoCAD Architecture and AutoCAD MEP. Each of these now require separate updates, so make sure you check all three.

This information is critical - we get countless cases where users or their IT departments are not keeping up with the updates, or have not tested them to make they don't cause issues with other applications. But with Autodesk products, the overwhelming number of cases we receive are related to the program simply being out of date, or not the same as other users in the same company or project. These are critical issues that every company needs to address - at a minimum, all users should be on the same build.

2. The computer you are using matters - if it's 10 years old, makes a grinding noise on startup, or is still running Windows NT, it's the problem. But there's a ton that goes on with a computer that every user should be aware of. The key information we need in order to correctly diagnose a case should always include this information:

- The version of Windows - you should be on Windows 10, with version 11 coming out soon. While 7 and 8.1 are supported, they are in  a short life span and are no longer supported by Autodesk (starting with the 2022 versions). You can find the current version of Windows by using File Explorer to locate "This PC" - right click on this icon and select Properties. The right side of the dialog will display a lot of critical information, including the operating system (OS) data:

- The processor and amount of RAM that is installed on the computer - the same dialog for the OS also shows this information under the Device Specifications.

- The size of the hard drive, and amount of free space. It also helps to know if it's not a solid state drive that was used in older systems. To get this, select This PC again - File Explorer will show all installed drives and the total/free space:

When it comes to hard drives, here's a critical item to know - the amount of free space is critical. For example, Revit projects can take up to 10x the size of the file in temporary file space. Add all of the Revit models that are opened, making sure to include the size of the linked models, drawings and more - and you will run out of space quickly if you don't keep up with this. Personally, I don't like for a computer running Autodesk products to have less than 100gb (gigabytes) of free space available. Don't short your computer by buying a smaller hard (500gb or less) - you'll wind up losing time and money when you don't have enough space. Adding a second drive to handle data is also not always a good idea, as the programs typically want to be installed on the C: drive, and adding a D: or second drive can cause configuration issues unless you're knowledgeable about working in this type of environment. Stick with 1TB or larger solid state drives and you'll be good.

- The manufacturer, model and driver version of the graphics display adapters on these systems is also important. Errors with these due to non-supported cards, including old or outdated drivers is a frequent issue. This shows up as graphics on a screen not displaying correctly, crashing when opening or editing views and and other types of fatal errors. To locate what you have installed, from the Windows Search bar, type Device Manager (You can also access this via Settings - when the dialog opens, type Device Manager in the upper left corner of the dialog). When the dialog appears, select the Display Adapters - a list of all adapters will appear that are installed (correctly) on the system:

 

Every Windows-based computer includes a built-in graphics adapter when a system is built - but in most cases, they are not designed to handle the more intense graphic requirements for most Autodesk software. That's why you usually will have a second video display adapter, if the system meets the Autodesk system requirements. 

To make sure you have a display adapter that is supported by Autodesk, along with a recommended driver, see this list in this link:

https://knowledge.autodesk.com/certified-graphics-hardware?siteID=123112&id=18844534&results=1&stype=graphic&product_group=3&release=2018&os=524288&manuf=all&opt=0

If your device is not listed, it doesn't mean it won't work - but in most cases you want to make sure you keep your device drivers up to date. Here's a link with directions for updating this hardware:

https://knowledge.autodesk.com/support/autocad/learn-explore/caas/sfdcarticles/sfdcarticles/How-to-update-your-system-to-the-latest-certified-video-driver-s.html

Overall - when running Revit, always check the system requirements to make sure your computer meets the needs of the program and version you are running. You can find this information based on product and version from here:

https://knowledge.autodesk.com/support/system-requirements

- Every computer should have some form of antivirus and firewall protection installed. In most cases, this is managed by an IT department or service provider. If your system permissions are restricted (meaning that you can't install or update software yourself), then it can cause some specific failures to occur. In this case, we need to know what manufacturer you are using for the antivirus, such as Norton, McAfee or others, and whether or not you can make changes to this software if needed. In most cases, it is the system firewall that can block access to folders, files and sites needed for Autodesk products to run correctly. Microsoft created this video to help you understand how to find out what types of system security you have installed:

https://www.microsoft.com/en-us/videoplayer/embed/RE3Fq1Y

If you're not comfortable with getting or providing this information, let your support person know so the case can be escalated to an Autodesk agent for a more secure access and connection.

Wrapping up - don't be embarrassed or worried if you don't know this information. In most cases, users really don't have an idea about what's in the computer or how it works. The goal of any good support system is to help you solve your issues, and they can usually walk you through all of these steps to make sure we have as much baseline information as possible. The same rule applies for any support organization you are working with, whether it's your own internal IT department or a software vendor such as Autodesk. 

Hopefully this helps you get the most out of your support - next up, we'll talk about more specific program issues.

Thanks - David B.

The Revit Point of Views - Interlude for Perspective...

The embodiment of man.

How do you define this? We live in a current world of turmoil, where politics and societal unrest are driving wedges between all of us, and it drives me nuts. Unfortunately, we get caught up in the talking points and miss the opportunities to have real, down to earth discussions and conversations that don’t result us losing friendships, family and more.

So what does this have to do with Revit, or BIM, or PIM, or even technology?

Tony and Mike.

I lost my uncle Tony a few weeks ago, to a sudden illness that ended with sepsis, which his heart could not handle. My dad Carl and Tony were extremely close, which helped all of the rest of my cousins be close with us. We had great childhood experiences growing up, and when we got together, the “Butts Bunch” always had a great time.

We had the family all assemble at the farm, and all of the points of diversity were represented. We have so many different characters and personalities, beliefs, lifestyles that we represent what America really is, a melting pot that is what makes us all family. With Tony and my aunt Marlene, it didn’t matter if it was blood or not – we’ve adopted, adapted and accepted in so many ways that the sum of all of our parts is what makes us a great example of the American experience. It was his rule and his belief that made this all happen, all bound by a huge dinner table laden with biscuits, molasses, and real butter.

And Tony led and loved us all, with no exceptions. He and I were opposites on the political aisle but not polar. We had compromise and worked on what we both believed, argued without attack on what we didn’t, and still ended the day with a hug and good night. He served as a county commissioner, library advocate and community pillar at church. His willingness to help those less fortunate was built on family traditions that valued hard work but used the earnings to support and help others. Countless people stayed at their farm, from power company workers to Wounded Warriors up for a hunt. He loved children that may not have been blood but were his family in no unspoken terms.

The embodiment of man.

Tony served in the US Air Force and was an electrical engineer by trade. Early on, when I started doing CAD work, we talked about design and drafting tools and techniques. In later years, while I was still working for the Autodesk reseller, I would stay at the farm and make the drive to Nashville over staying in a closer hotel. Their home gave me peace and solace during a time where I was struggling with my career and helped me make the decision to move on.

I would show him the technology and tools I was using and talk about driving change and teaching others to overcome their fears and objections. He had plenty of “back in my day” stories that helped me understand where we had come from to where we are today.

As the weekend was drawing to close, Marlene asked us to go through the house and find something we wanted to take home, to take a part of Tony with us. I wandered through the house and went upstairs to his desk. On the back of the desk, I found rolled up blueprints – hand-drawn plans of houses, my grandfather’s “Popwalk” walker that they had both worked on designing before his passing several years before. As I browsed through the pages, it reminded me of how far we had come – and rolled them back up, making sure to leave them in the same place.

The embodiment of man.

I realized that taking this part of the past was not what I needed, but instead settled on a walking stick of his that was left by others. It was a tool that could always be used regardless of where we are in life. It provides support when you need it, and steadiness when turbulence surrounds you. The plans of the past are fulfilled by the man who provides his family the stability and guidance we need. The man who will stick to his ideals, beliefs, and faith, and passes them on to his own children and family.

In my role, I struggle to evoke change. We have some many older users that are happy with the way things are, even as the tools have evolved to create better and simpler designs with more efficiency and accuracy. We also have a new generation that has missed out on the knowledge learned of the past and make so many mistakes when the mentor role is ignored. Coming from a generation where we gave them everything and did not push the overall learning needed, we reap the consequences of permitting today’s distractions from the education needed to move past the plans of the past. I see this in users that struggle even with the basics of managing files on a computer…but even my uncle in his advanced years of retirement never stopped learning.

And yet I’m disappointed in myself that I haven’t adapted the patience he had with such a diverse family. The quiet (ok, sometimes loud) direction of lessons learned and what should be done. I’m working on it – trying to be more patient with my colleagues and not belittle, berate or deride. The softest voices in these times can be the loudest, so do your work behind the scenes without drama or self- promotion. Those are the lessons that I’ve learned from him in his passing, that I hope will make me a better teacher and mentor myself.

I loved my uncle dearly and miss him already, as do so many in our family.

Mike – and Wes…

Wes came into our life as a whirlwind, coming for a day trip and staying for a lifetime. He was a ball of energy, pumping out crazy ideas miles out in the ocean, from underwater GoPro videos to bait suggestions that never made sense and caught all the fish. Spent many days on the water and in the woods with him, hunting, fishing and having fun.

The life was sapped out of me in a New Jersey parking lot a day many years ago, hearing we had lost him. A new born baby and awesome wife that were as much a part of our family as our own sons. The impact of his loss still resonates with all of us. And yet my pity lay not with Wes but with his father, a man of deep faith and love. Yet Mike soldiers on and still leads his family where others would fail. Having to deal with a change this dramatic makes me feel foolish sometimes when I get upset with a colleague, my kids and my friends. I can’t imagine the loss he still feels.

And while I watch, Mike has moved back home, to his family homeplace, and is tackling the changes that need to be made. Remodeling, cleaning, repairing and doing what needs to be done. He had to have a little surgery done recently but was out in the yard cutting grass way before he should have been.

I see in both Mike and Wes characteristics I believe we all wish we had, and should live up to. From the willingness to challenge himself, throw away fear and do it because…well, to Wes, because it was fun. Because one misstep in life is not the end of the world but a challenge to move on to the next one. And a willingness in Mike to have the faith in things that never seem fair, but happen because it’s a part of life. We all deal with change in different ways, but sometime miss these life lessons and fail to learn from them.

The embodiment of man.

Why write about these men that make up a big part of my life? Because from perspective, a willingness to step back, observe and learn, we all gain so much. We realize the value that changes in life bring to us. As a technologist, when I hear people whine and complain about change…it’s too hard…not unless I’m getting paid for it…I’m not interested….and my favorite, I’ve always done it this way.

All of these men have helped me keep what happens in my career in perspective. That passing love and care not just to family but those you work with, who make up such as huge part of your life, is every bit as critical to your success.

I’m currently sitting in the Philadelphia airport after a great few days with my engineering technology team, working on our strategic action plan, values and vision. I’m being challenged to back away from something I’ve invested much in, and take a new perspective. And I think of my role in service leadership, and the importance of being will to stop, listen and gain the perspective of others. What we deal with in our careers is never going to be a constant – change, evolution and advancement are inevitable. At some point, something you love to do will be left behind. The question to ask yourselves, is do you have the “wherewithall” and character to adapt and evolve yourself?

All of these things I believe are what I should strive to be in the embodiment of man. To love. To care. To push and drive when others don’t. To strive for the best you can be. To take the risk, be vulnerable and be proud. To admit the mistake and work to improve. To be excited…that’s what’s really important. It’s not what you’re sold today in the misleading media outlets but all of the things you do, when facing the man in the mirror.

My next challenge was to begin preparing myself for that next stage – for retirement, for health, and for whatever life holds for me. We talked about working towards building my replacement, not because I’m one foot out the door but understanding that in preparation comes well formed plans, goals and objectives. I find myself jealous of what the future holds for my friends at work, and the tools, workflows and environment they stand to inherit. I hope what we’ve learned in my generation helps propel them to enjoying what we do, as much as I have.

So…are you ready for the next generation of work? Or are you still stuck in your own rut? The choice is entirely up to you. Be the embodiment of yourself, and the best of yourself – you won’t regret it.

The Revit Point of Views – Part 2 – Clarity of Vision

I know I’m not the only one that’s ever faced a challenge. From my current perspective, I really don’t have much to complain about. Life has been more than fair…I’ve got a great job, an awesome wife, three sons that I could not be prouder of. A professional career that has blessed me with more opportunity and rewards that I could ever possibly deserve. And yet my challenge is not small, but it can’t define me. We have some awesome friends and neighbors, that are pushing me not to let this consume my life, as there were times lately when I thought it would.

Things have been gradually improving, and I’ve had some conversations with other friends in the industry that are facing the same types of challenges, including one of my closest friends in the technical world that also one of the best role models and dads that I could ever hope to live up to. But it’s never the same when it’s you. That mortality that you never think about slaps you in the face, and you finally start to gain what you need…perspective.

Perspective is all about how YOU view things. It’s personal. It’s alignment. It’s yours alone to deal with.

After 36 years of being in this industry, it’s now about wrapping this part of life up and seeking completeness. About finishing what you start and reaching those goals. But if you give up too much of life for work, and not for taking care of the rest of life that surrounds you, then you lose it. Your perspective.

At first, when I started thinking about this class, it was originally supposed to be something simple. It was about how Revit changed my perspective, and how about the “views” were simply reflections of the model we define. It didn’t matter about your point of view, you were really always looking at the same time. So it was supposed to be about different ways to use the view to change your perception of your design, and to introduce new ways of looking at views in a Revit model to create a more complete view that understandable to those who consume it.

Sounds rich, doesn’t it?

February 24^th was interesting and challenging day. I spend about 30 minutes at Novant Health hospital in Bolivia, NC. They had just installed the latest GE CT scanning device and was only one of two on the east coast at the time. A CT scan that normally took about 45 minutes to conduct only took 5 and was over before you knew it. And my warped mind at the time was thinking about AR and VR…and how cool my “reality” had become “augmented”. But I was more impressed with how quickly the technology has evolved, within my own lifetime. The ability for us to see inside walls from a design standpoint has always seemed like a dream, but here I was seeing inside myself and gaining a perspective that I had not seen before. And it all seemed so…casual.

I had my first meeting with a pulmonary doctor that explained what a lung nodule was, and how it impacts your health. The shape was good news, but the size was concerning, so the next step was PET Scan, which I had already scheduled for the same day. Same technology but now we’re making me glow in the dark like a uranium popsicle.

February 26^th, we’re on our way to dinner when we get the call. Not malignant are the key words to hear. There’s still some work to do, but at least that specter of treatments I was preparing myself to face was going to have to wait another day. There was some celebrating to do, and Mr. P’s in Southport was the best place to do it. Thanks to an awesome waitress and staff, it was great day and date.

It was April and I wasn’t getting better. I finally got back to my favorite nurse practitioner (the real hero in my story, and one that I am indebted to), and started some treatments for pneumonia which has finally cleared everything up. Yesterday, I met with a new pulmonary doctor that laid out a clear plan for addressing all of the items I needed. She helped to restore my sense of direction and goals and gave me back some faith that I had lost.

And is faith that helps you get through times like this. I was raised in a Presbyterian church, where a key tenent is the belief of predestination. That everything happens for a reason, and we are placed here to be in services to others more than self. I’ve had to hand things back to God, and relinquish that control that I wanted to maintain, but never should have in the first place. Everything that has happened in this story is what should have taken place and has reminded me to be more aware of what others might be going through as well.

I mentioned in the last article that I was working with our leadership team to understand why we were getting held up in our digital transformation in some areas from a 2D to 3D environment. One of the tasks I have been working on is interviewing all of our facilities group’s production staff and helping them establish learning paths and goals to improve, refresh and refine their skills. The key element has been the one-on-one interview with each person in the team. I had written an article here last year about OWNing your training – where you have the opportunity and addressing both the want and need of a professional career and taking the personal responsibility we all have for our successes in life. It was a perfect time to put this concept into action.

The cool part? I’m getting to meet and know people on an individual basis. We are talking about their excitement and passion for what we do. We’re catching up on how their kids are doing…listening while they talk about taking care of a parent that’s not doing as well…hearing how they have wanted to take a different career path but never knew what was available…and how they have overcome adversity in their lives. The courses that they are taking are their own choices that they are buying into.

I’m actually making more friends, and it’s making our connection more personal. Are you willing to do this with your coworkers and colleagues? How much do you really know about them? Do you know their dreams, their hopes, their challenges?

And I realize that I am the one being schooled, and learning. Serving. Helping. And doing what I am supposed to be doing in this chance you get only once.

By now, the burning part about getting this class out of my head and on paper was reaching a new urgency. I didn’t want the story to fade without being out there so others could learn what I had learned. That perspective in design is a critical thing. So how do you achieve it? How does it alter what you do? And how do you help others find it?

That part is next. And you were a big part of it.

The Revit Point of Views – Part 1 - Perspective

 

Have you ever had that idea rolling around in your head…something that you needed to get off your chest, out of your system, and cleared from the deck?

Man, I’ve had this one for a while.

December 2019 had rolled into January of 2020. I had wrapped up a series about how we at Gannett Fleming were developing Revit content, and the standards and procedures our users should follow when creating Revit families that were to be used in a project. There’s a lot that goes into this…getting your parameters aligned with your schedules, making sure subcategories for solids are correctly defined to allow more control over what you see, and general best practices for what not to do.

I had also received notice in December of 2019 that I’d won my fourth AU top speaker award for labs, for “Charging Ahead with Revit 2020 MEP Engineering”. Little did I know that it could be the last time I would do a live presentation for Autodesk University…the jury is still out on this, but I can’t tell you how much I love doing these live presentations. It’s easy to feed off the energy in the room, where you have a group of like-minded people that all have the same perspective, to get better at what they do, and increase their passion for the craft that we engage it.

Mid-March rolls in and it has already been a rough start to the year. Watching our government turn into a bunch of spoiled two-year-olds fighting over who gets to be on the top of the hill, with an impeachment that was a true travesty and embarrassment for all of us. Sneaking around in the back of the room was story about a virus that was coming out of China, where I had made some good friends on the Autodesk development team that were helping is improve the electrical features of the program, didn’t really sit high on the radar…but all of the sudden, we were sending nearly 2600 employees home.

Amazingly enough, our fearless CIO, Kevin Switala, had already started having our team begin planning on improving our resiliency, playing out what if and worse case scenarios, including business continuity if we lost key staff to a virus that we thought we knew, but didn’t understand. But yet within a short period of time, we had addressed licensing issues, VPN connections, protocols for sharing files, improving communications with Teams…we were working it out.

June 19. I got a call on a Saturday morning…we were under a cyberattack. Some asshole (yea, I said it) decided to ignite an electronic bomb with extortion in mind. We weren’t the only victim, but at the same time, we were not as prepared as we wanted to be. No company ever wants to admit this happens to them, but in reality, there’s a lot of bad actors out there that want nothing more that to tear down what you build, to take, to steal, to ruin. It sucks that there are people out there like this.

And yet, we came together as a team and grew more as company and family over the next several months. As a liaison to one of our business groups, I had the unenviable role of being the bearer of both good and bad news and wore the target on my chest to take the heat for lost files, lost time, lost work. And yet our resiliency to rebound, to get the job done, to fight through all of it, and change a century-old business model around into something new at the same time…I’ve never seen anything like it. If anything, I got much closer to the people I call my colleagues, who were now like family.

By December we had pretty much completed our migration to cloud based systems such as BIM 360 (Collaboration? Collaboration Pro? Autodesk Docs? I’m still confused…). We had started turning things around, and I was able to get back to focusing on what I love about my job – teaching others.

We had been debating about starting all of our vertical design projects in Revit for the past few years, but with the change of guard on our collaboration tools, the push was coming much harder. We finally got our leadership team together to try and understand what the root causes were and why so many designers were having issue transitioning from 2D drafting to 3D modeling.

January, I started feeling a bit crappy. A cough developed that wouldn’t go away, probably the same bronchitis I get every year with my asthma and allergies. Maybe the stress from the previous year’s chaos was finally catching up with me.

Two rounds of antibiotics and I still felt like crap. Since I had not moved to a new doctor here in Supply, where we had bought a house on the coast and remodeled to spend our next twenty years in, and enjoy retirement, I found myself in a local clinic again, meeting the awesome nurse practitioner who I had started working with a few weeks before.

February 19.

Welcome to the New World…

It’s been way too long…but nowadays it’s tough to really find time to sit down and put thoughts to paper. Work/life items have their own balance that take precedence, and it’s easy to let time slip you by. But it’s been a journey I wouldn’t trade for anything in the world.

Ironic as it is, I just received my first promotion based on performance in the engineering world. Most of the time, it was a case of just taking on more responsibility or changing jobs to get ahead. That’s the nature of the technical world, which unfortunately means the design world never has really figured out how to retain and keep good people. But this time around, I was sticking around for a lot of good reasons – not as much financial as wanting to see things through. It was one of the reasons why I left the reseller channel, which is even worse at recognizing and rewarding talent. Getting to see a project completed and in use is still a real kick to me – good or bad, no matter what happens, it’s one of the best things to be able to say, I had a hand in making that happen.

So, my new role is Engineering Technology Manager – and we’re still really working out what that means, but in this role,  we’re making two important changes. First was the practice of embedding technical representation on our business line practice leadership teams, and second was to regionalize these positions to help us focus on the needs of the area, rather than spending a lot of time crossing the country. We’ll still be doing everything we did before, but the focus really helps, as we can now more specifically target the technical needs of the people that do amazing work for us. The tools, as they are, should not hamstring the teams, or at best help them radically change their workflows so we can get back to the right work/life balance. It gets frustrating to watch team members working substantial overtime, or never be able to leave for vacation without taking the apron strings off.

Left to Right: Richard Binning, Eric Blackburn and Mike Massey at Guardsman Pass, UT

Over the past week, I’ve gotten to spend some amazing time with BIM managers and directors from across the country to help define what it means to be a BIM manager…or whatever the role name is, but a leader for technological change. It was really fascinating to hear all of the different ideas from people who have had this role for some time, and to really try to understand how to quantify this position. As an industry, we’ve really had a backwards view of the impact of technology. It’s akin to giving someone a hammer, who then promptly uses the handle to pound in the nail – and then have them refuse to see why what they’re doing isn’t what that part of the tool is designed for.

Throw in a nail gun – but it’s useless if you don’t understand all of the coincidental parts to make it work. Without a compressor, or a hose long enough so you’re not moving it around all day, and don’t forget the electricity, nails, and Band-Aids for when you miss). I’ve been doing some carpentry work in the house trying to get it ready to sell, so we can move to the coast and get more out of the life we seem to be stuck in today. That nail gun is a hell of a lot better hammer that my old one, and I’m getting more done with than I ever did by muscling it the old way.

This is where BIM technology is today – and the rate of adoption and adaption is accelerating at a higher rate than even just a couple of decades ago. Reviewing a project on my phone seemed like a pipe dream when CAD came out, but now a millennial expects you to provide the phone, the software and the latte’s to help them work faster in fewer hours per day.

So, my first steps are going to be step back and take inventory of what we have and do – and figure out where the gaps are. Who’s still on AutoCAD 14…who’s using their phone to do a three-way Skype call and share a project on the phone so I can help them figure out what’s happening with design options. Who’s told their users that you don’t have time for training…and who’s taking the software and laptop home at night so they can get better at their job. Too often, we spend way too much time bemoaning between the haves and have nots, and not enough time figuring out how to lift all up, instead of tearing some down. I’m a firm believer in the former – that you don’t get anywhere by taking things away from people, but instead putting the time and tools into those that don’t so they can get ahead. The only ones I’m less likely to help are the ones that won’t instead of the ones who can’t for whatever the reason.

One of the big takeaways I had from the meeting last week was in regard to identify roles and responsibilities for a typical BIM Manager. As we mind-mapped the daylights out of the tasks, we (led by my buddy Mike Massey who deserves the credit for this) came up with four key categories that address these tasks, that all add up to PIE2:

• Planning and Research – this category relates to the preparation a BIM manager needs to be doing to help move and keep a company in the right mindset for BIM workflows:
• Implementation – setting up all of the background tools, tasks, documentation, standards and more that sits behind what BIM applications and workflows need;
• Education – stepping back and looking at technical training from a different light, and being able to take the best of what we’ve learned about education delivery methods and integrating them into today’s technology to provide a better learning experience;
• Execution – no, we’re not shooting people, but we are shooting for PAC – better productivity, more accuracy and improved coordination. The BIM manager has to understand how to execute everything in the previous categories and apply to the new project world. How to run more efficiently from go/no-go, project execution plans, design phases and post design tasks in all disciplines, a variety of project types and with a wide variety of user abilities and tools…a witches brew indeed.

So, taking a step back and looking at the big picture – what does it take to make a good BIM Manager? Patience? Virtue? Irreproachable technical expertise? An affinity for the keyboard and mouse that can’t be explained? A certain level of insanity for taking all of this on?

As I’m staring down the R word in my somewhat near future, I’m really appreciating the confidence from my leaders to challenge me more and take on this role to help solve these issues. There’s going to be days when I want to pull all eight hairs left on my head out, and others when I’ll feel like a proud dad when I see the lightbulb go on for someone who’s struggled. Wouldn’t you?