If you have moved your project onto BIM 360 Docs, it might make sense to store related project resources (Shared Parameter files and Classification resources like Uniformat) in the same cloud as well.

 

Here’s how you can do it (using Revit 2018.3):

  1. Setup the BIM 360 connector still currently in beta
  2. Ensure you can see the BIM 360 (Preview) item in Windows Explorer
  3. Using BIM 360, create a suitable folder under the Project Files area, and upload your resource file, such as UniformatClassifications_2010.txt
  4. Browse to that folder in Windows Explorer:

  5. Open Revit
  6. Navigate to Manage – Additional Settings – Assembly Code Settings
  7. Click Browse
  8. Copy and Paste the folder address from Windows Explorer (which actually shows the local sync location for BIM 360 data, typically C:\Users\YourUserName\BIM 360\YourBIM360License\YourBIM360Project\Project Files\
  9. Back in Revit, after navigating to the correct BIM 360 folder, select the text file resource and click Open
  10. Revit detects that this resource is stored on BIM 360 Docs and you can proceed…
  11. Sync your model to save the settings

You should be able to use the same process to save other files like Keynote references and Shared Parameter files in the cloud. Keep in mind that you will still have to manage BIM 360 access control, as you probably don’t want multiple people actually be able to edit these files.

Assembly Code on BIM 360

Don’t forget you can also get the free Autodesk Classification Manager for Revit here.

 

Check out this page from Autodesk Knowledge base. Notice how it describes three different ways of linking for BIM 360 Design projects that involve Revit worksharing:

  • Method 1 – Controlled Sharing – ‘Consume’ Published Models from Packages
  • Method 2 – Controlled Sharing – Link from the Shared Folder
  • Method 3 – Live Linking

Each method requires fundamentally different sharing standards, and varying degrees of prior BIM 360 permissions and team setup.

Notice that Method 1 includes the concept of ‘packages’. The overall intention here is to try to emulate some existing workflows. While BIM files continuously change during project development, in traditional workflows a ‘team’ only interacts with a snapshot of the available BIM data from other teams (a package).

At this point, it is key to keep in mind that these different methods exist, and if you are a BIM Manager on a BIM 360 Design with Revit project, you will need to discuss and agree on the linking Method for managing the Revit data throughout the BIM creation phase of the project.

 

Interesting to see that many BIM360 services are offline right now (approx 10am Australian time, 1 June 2018):

You can always check Autodesk online service health at this link:

Autodesk Health Dashboard

 

It is something to think about as we move forward with reliance on cloud services – how important is 100% uptime with collaboration cloud products in the BIM world? Is 100% uptime even possible with current technology services, and the stacks (like Autodesk cloud) that rely on other stacks (like AWS cloud)?

I’m looking into ways to batch initialize Revit models onto the new BIM 360 Docs (Document Management) platform. It is a work in progress at the moment – in Revit 2018, I think that there is limited ability to use newer API features for creating a Cloud ModelPath for batch processing. But more on that later…

For now, I wanted to replicate a folder structure from a local network onto the BIM 360 Docs platform. To do this, you just need the Desktop Connector + Preview installed, and then you copy and paste the data.

Here are the steps:

  1. Clear Pending Actions on Desktop Connector for BIM 360 (recommended, use with care)
  2. Work Offline (recommended). Folders will appear blue in Windows Explorer.

  3. Set the folder path in the and create a CMD script using code below. It populates each subdirectory with a text file indicating the contents of the directory.
    @echo off
    chcp 65001 >nul
    for /r "C:\Your\Folder\Path\Here" %%d in (.) do dir /a:-d "%%~fd" > "%%~dpnd\DirectoryFilePlaceholder.txt"
  4. Run the script on your target directory (the local directory that you want to mirror into BIM 360 Document Management platform)
  5. Run a FreeFileSync task with filters to include only the ‘DirectoryFilePlaceholder.txt‘ as a mechanism of building the file structure. This task copies those txt documents to the BIM 360 using the local Desktop Connector path, as shown here:
  6. Then, disable ‘Work Offline’, so the sync to cloud should begin.
  7. Wait for ‘Processing’ to complete

To force the sync you may have to toggle the ‘Offline’ status in the tray.

You can review sync state with the ‘Pending Actions’ link from the system tray:

After the file structure is copied and synced, you will be able to see it in BIM360 Docs.

You can then proceed with adding Permissions or uploading other files.

Previously the Desktop Connector was built for BIM 360 Team projects running C4R. With the shift to B3D (BIM 360 Docs) platform, you need to:

From the help:

This plugin is a connector that establishes BIM 360 Docs as a recognized data source for the Desktop Connector – making it available in your desktop folder and file structure for easy file management.

As with Desktop Connector, this means your BIM 360 Docs files are replicated in a connected drive. You can manage files in BIM 360 Docs through the connected drive, just as you would any other folder on your machine. Changes made on the desktop are automatically uploaded to BIM 360 Docs.

How do you get it?

After install, you will see this in Windows Explorer:

If you are already a C4R user, for a while you can keep working as you are. But the entire platform is shifting from C4R to B3D (BIM 360 Docs), and you will eventually have to make the leap. In the long run, it will allow for more control, like folder-level permissions, so for big projects it is going to make a lot of sense. For now, there is some confusion out there (like in this Twitter thread), so here are some basic steps to activate a new BIM 360 Docs account, setup a Project, and then invite some collaborators into the project.

First, you can go to your account and use the special link to create a new BIM 360 Docs workspace. That is, if you are starting fresh in the new platform.

Here is the activation form notes (read carefully). Note: the links are different depending on how you activate it. For example, if you have an existing C4R account and you want to ‘transition’, you would use the relevant activation link for existing C4R customers :

New BIM 360 workspace

 

Transitioning from C4R

 

Once done, you should have a new BIM 360 account:

And you just have to click the activate link in your email:

After that, you should be able to login to your BIM 360 workspace and start setting up some company settings, like adding a Logo and Business Units:

Setup a Business Unit:

https://help.autodesk.com/view/BIM360D/ENU/?guid=GUID-6A8990E7-A640-4267-83AF-64003B015F98

 

Finally, you can go ahead and Setup a Project:

https://help.autodesk.com/view/BIM360D/ENU/?guid=GUID-9C991F4C-7012-4770-B8F7-A1D45F5D9197

 

 

Then,

  • add Companies to your Workspace
  • Add Users to Companies.
  • And invite these Users to specific Projects.

In Revit 2018.3, after clicking Collaborate, you should be able to choose from 3 options:

You should see this in your Open dialog (if you have both a Team and a Docs entitlement):

Finally, you should be able to access Document Management, add folders, apply Permissions, and generally start work: