You may have experienced this error when upgrading a file to Revit 2018:

One or more required internal settings are missing from the model. What do you want to do?

 

Autodesk Support has stated that “In R 2018 we added a “feature” that catches issues like this and repair the model for you, instead of causing problem down the line.”

 

This particular dialog may not be handled by automatic upgrading tools. The resolution of the problem is to open the file manually, and simply press “Repair and open”. You should get a success message like below:

I assume there are other things that this Revit 2018 feature looks for and tries to fix. As Project Info includes a few different things in Revit, my guess for the above error is that it appears that it will set project Location to Default? Or perhaps it reinstates a deleted Project Base Point or Survey Point.

Either way, data and model validation is a good thing. Thanks Revit 2018 🙂

 

Update: RTV Xporter Pro can define rules for dismissing dialog boxes, in the Task Dialog Settings. See below:

Revit gets a new version every year, and every year we theoretically have to upgrade our Revit files. If you are a pro-active BIM Manager, you also have to upgrade a bunch of families and other files. If you are working on certain large projects, maybe the updates are deferred for a year or two, and then you find that you have to upgrade about 800 Revit files from Revit 2015 to 2018. Obviously, they all have to upgraded at once to maintain the integrity of the data and the workflows. What is the best way to do it?

I investigated a few different options and my notes and links are list below. In my case, I decided to go with RTV Xporter Pro and its File Upgrader option. It is an extremely affordable addin (currently $49USD), considering the amount of batch processing functionality that it provides.

The very first thing to do is ensure you have a backup. In my case, I had a complete offline mirror of the Revit files, and I ran the upgrade against that mirror. Then, I could just overwrite the live network location once I confirm that everything works as expected.

I would say that another thing to do is to create some form of data snapshot of your Revit models prior to upgrade. I have a method of doing this which is pretty powerful, but its a secret (for now).

Here are the steps to upgrade a Revit dataset using RTV Xporter Pro 2018:

  1. Set up a File Upgrader XML file (my settings shown below). As you can see, I chose to Detach and Audit and then Save the file over the top of the current file in the same location. This way, all of the Revit links should be maintained once the whole dataset is upgraded to the new version.
  2. Open Xporter Pro link from Revit
  3. Create Task Schedule
  4. Import the Upgrade XML as a Batch Process
  5. Set the Revit EXE location for the target version
  6. After saving the task, open in Windows Task Scheduler and you can run it immediately.

The screenshots below show the important stuff from the above steps.

1) My RTV Xporter Pro Settings:

3) Creating the Scheduled Task:

4 and 5) Load Batch Process XML and Set Revit Application, like for 2018:

6) Running the Scheduled Task:

Tip: During a typical file upgrade, Revit will often come up with warnings. If you run the RTV File Upgrader task in Interactive mode, you will get the dialog box which requires user interaction (export warnings and proceed past the Revit warnings). However, if you run the upgrade from the Task Scheduler, it will automatically dismiss the warnings for you as it upgrades. Some examples are warning dialog including errors like ‘could not cut instance out of wall’. In the Scheduled Mode, this process will all happen unattended.

This is what it looks like as it upgrades (scheduled mode):

This is what it looks like as it upgrades (interactive mode):

Update 10/1/18: RTV Xporter Pro can define rules for dismissing dialog boxes, in the Task Dialog Settings. See below:

end Update 10/1/18

You can get RTV Xporter Pro here

There are other addins and ways to upgrade. Here is a pretty comprehensive list:

Paid Revit Addins:

  • Harry Mattison has built a powerful Bulk File Upgrader addin that has a lot of good reviews on the App Store. You can find it here.
    Current price: $99USD
  • BIMWERX Batch File Upgrader. Very simple UI and good reviews. You can get it here.
    Current price: $10USD
  • NTI Tools have a File Upgrader. You can get a trial at this link. You have to register and then get an email with the download.

Previous posts:

These previous posts show some other pretty useful methods to keep in mind…

Upgrading with RTV Xporter

Upgrading with eTransmit

Upgrading with File Upgrader (previously provided by Autodesk)

Batch Upgrade Family Templates by Renaming Hack

 

Batch Upgrade Families with Dynamo

Using this definition or the Rhythm node, as per this forum post.

Content Batch Utility Help Link:

https://knowledge.autodesk.com/support/revit-products/troubleshooting/caas/sfdcarticles/sfdcarticles/Upgrading-old-families.html

Old Maller tweet:

Aaron Maller

http://t.co/O0eqcPo8t1
Upgraded Batch utility and journal for Fam upgrades. Does TPS of OS/LW/LT, and does Parameter Re-order in 2015.

Dead link?

Even older links:

http://www.revitforum.org/architecture-general-revit-questions/1971-updating-content-2011-2012-a.html

http://www.revitforum.org/architecture-general-revit-questions/1976-revit-2012-a.html

http://forums.augi.com/showthread.php?83775-RVT-file-batch-Upgrade

 

Batch Utility

This Batch Utility is usually available on you Revit installation media:

“C:Program Files\Autodesk\Revit 2013\Program\en-US\Utilities\ContentBatchUtility\Upgrade_RFA.bat”

 

Old re-post:

Run this utility, then run the Family Categorizer – instant and up to date Family Library!

The Revit Jedi: Batch Upgrade Utility

 

Feel free to comment with your thoughts.

Over the years I have posted a lot of workflows for PDF creation and management, including the use of CutePDF Writer and PDF Creator. I’m also a regular user of RTV Xporter Pro, as it is the quickest and easiest way to generate PDFs from Revit, and its pretty affordable too.

To automatically create PDFs with automatic naming from RTV Xporter, you need a PDF print driver that supports automatic naming. Adobe PDF can do this with the correct settings, but you can also do it with the correct version of the free PDF Creator print driver. CutePDF does not support automatic naming. You need a PDFCreator version equal to or older than 2.5.3.

What you need:

Below I will describe:

  • How to install PDF Creator without the bloatware
  • How to configure PDF Creator (thanks to Jason Howden at RTV for these slides)
  • Some basic settings of RTV Xporter for batch PDF printing

Installing PDF Creator:

Screenshots below show some suggested options to avoid getting things installed that you don’t want.

Accessing the Settings:

  1. Launch PDF Creator
  2. Skip any update prompts
  3. Click Profile Settings

RTV Tools PDF Creator 2.2 Configuration/Profile Settings

Printing to PDF automatically from Autodesk Revit with RTV Tools (Xporter/Xporter PRO/Drawing Manager) and PDF Creator (versions 2.5.3 and prior) can be enabled with the below settings.

Document (Tab) Settings

No changes required (optional)

Save (Tab) Settings

  • Tick Show progress during conversion
  • Tick Skip print dialog (directly proceed to the save dialog)
  • Add Token <InputFilename>
  • Tick Set default output folder (else the last saved location will be opened)
  • Add Token <InputFilePath>

Auto-Save (Tab) Settings

  • Tick Enable automatic saving
  • Un-Tick Ensure unique filenames (Do not overwrite existing files)
  • Add Token <InputFilePath>

Actions (Tab) Settings

  • Un-Tick Open Document

Image Formats (Tab) Settings

No changes required (optional)

PDF (Tab) Settings

No changes required (optional)

For more help and assistance with RTV Tools: http://help.rtvtools.com/

 

RTV Xporter Pro Settings:

The screenshot below shows the settings I use.

RTV Xporter Pro is one of those addins that I can safely recommend to every Revit user. If you ever need to print more than one sheet, or export a model multiple times, or to multiple formats, this tool is going to save you time. In fact, I think a large percentage of Revit users probably already have it! So, what’s the latest?

As you probably realise, Collaboration for Revit (C4R), Autodesk’s ‘Revit Server in the Cloud’ solution, is gaining popularity globally. It is genuinely a good way to get a team of people in different places to work together in real-time on a Revit project… provided you have good internet that is! So, it is great to see that RTV have now supported batch exporting from C4R projects using the local desktop application. Nice work!

Another interesting feature is that you can now reference additional Revit projects to the current Document Issue / Transmittal record, which is pretty cool.

The latest build for Revit 2017 is 1.0.740.

Oh, and one final thought… if you haven’t tried RTV Xporter in a while (perhaps you recall the days of working with SQL Server and so on), I recommend you give the latest version a try. On almost every project I do, we do not need to use a SQL server because the addin just integrates so well with the information you already have in you Revit model.


How to Batch Upgrade Any Revit File Type
A while back, I posted about an admittedly circuitous method to upgrade Revit files for free using eTransmit.

However, this is a much quicker and easier way, and its pretty affordable too… using RTV Xporter Pro. It supports batch upgrading of every Revit file type: rvt, rte, rfa, rft

To use it, just click the File Upgrader button and fill out the dialog. Easy!

Screenshot:

Other related post:
What Revit Wants: Various methods to upgrade your office RFT files to 2013

Heads-up:
RevitworX: Upgrading Files to 2016


Here is the full list of the latest updates, from the newsletter:

We have been busy working hard to integrate Collaborate for Revit (C4R) with our RTV Xporter PRO App for Revit. It is our pleasure that we are now able to provide C4R access via the desktop application (only). At this time our Remote Processing (Server) doesn’t support C4R but we are working hard to get this functionality added as soon as possible.

The updates are now available for download from our website and can be found here:
RTV Xporter Pro 2016 (Build 709)
http://www.rtvtools.com/downloads/2016_RTVXporterPro_64B.zip ;and
RTV Xporter Pro 2017 (Build 740)
http://www.rtvtools.com/downloads/2017_RTVXporterPro_64B.zip

The following is a list of new features, updates and fixes included in the above software updates.

Updates:

1. Scanning for PDF printers will only be performed on Export start up, if no registry printer or xml printer list is empty;
2. Multi-line parameter used for the export filename, New Line replaced with a Space;
3. Separate group for Title block Revision schedules in Views list;

Resolved:
1. Fixed DWG layer mapping file selection dialog displaying twice and multiple mapping files added to drop-down list;
2. Fixed Remote GUI when the root shared folder is defined as the watch folder;


New Features:

Export
1. Checkbox option to Reset Adobe PDF print queue prior to export;
2. Delete button added to Export Folder and Export Filename template drop-down lists;

Issue
3. Issue, Reference Projects option now added. Users now have the option to reference additional Revit projects to the current Document Issue/Transmittal record. User can browse to select the project or used an existing (loaded) linked Revit project;

Note: Issue Reference Projects support linked models including C4R and Revit Server.

 

Web Update
4. New registry key added to disable check for updates by the users (restricted to system administrators);

C4R
5. C4R Support added – limited to current model, not available with the Remote (Server) function;

I reviewed RTV Xporter PRO late last year, but there have been a few updates and new features since then so I thought I’d briefly list them here.  For less than $50US per user, you get a lot of automation capability. A 2016 compatible version is now available. Also, a new build for Revit 2015 has been released.

Here are some of the new features in Xporter PRO 2015 build (599):

  • improved revision management
  • improved stability for unattended scheduled tasks with Revit
  • improved PDF connectors
  • new Citrix Sharefile connector
  • new Edit/Update Revit Sheet Parameter data mode
  • new Right-Click shortcut menu options on the main interface
  • new Create 3D views split by floor level and export to individual NWC files

Get it here

A few of the other key features of this addin:

  • tasks can be automatically run as a single Batch process or on a repeating Daily, Weekly, Monthly and Hourly Scheduled process.
  • Automatic creation of PDFs, DWG, DWF, DWFx, DXF, DGN, NWC and IFC files from Autodesk® Revit® drawing sheets and views.
  • Built-in parametric file naming engine automatically saves exported files to match any company’s or project team’s file naming conventions.
  • Batch print large format and reduced hardcopies to two separate printers simultaneously.

If you want to know more, you can check out my November 2014 review:
What Revit Wants: Automatic Batch Printing and Exporting from Revit that could save you Dollars and Time (RTV Xporter Pro review)

Automation is the key to productivity. Don’t we use computers so that they can do the repetitive, boring stuff while we focus on the creative, interesting things? In BIM world, if there is something that is repetitive and requires little or no user interaction, it should be automated by some addin or script. RTV Xporter Pro is a great example of this.

Basically, it allows automatic exporting to a number of different formats, with little user interaction required. You can set up task schedules to export the formats that you need, from the Views or Sheets in your Revit model. You can use parameters from inside the Revit model (Views, Sheets, or Project Parameters) to automatically generate the correct names for the exported files. You can even integrate with the built-in Revision Schedule in Revit.

Coming from an architectural documentation background, I have spend many hours trying to find quicker ways of doing exactly these things. But RTV Xporter Pro takes a lot of the pain and guesswork out of it – you don’t have to reinvent the wheel, just use this to get the job done. My current work is more on the subcontractor side, and I have seen the time involved in generating deliverables that need to comply with certain requirements. This addin for Revit can help automate these deliverables, meaning you have more time to meet other deadlines.

This review is a collection of tip, links and resources to help you see the value in RTV Xporter Pro, and hopefully give you a head start in using the tool to accelerate your productivity.

When launching the addin for the first time in a Project, you will see this screen:

If you don’t need to use Project Parameters, click “Don’t load Project Parameters”
Once the pane loads, you will be able to choose between the Revit Sheets and Revit Views tabs. On the right, you will see a Batch Process section. The two little arrows can add selected items from the left (current Revit model) section into the right (Batch) section.

Exporting PDFs
… is very easy. Just add the Sheets you want, then click the Export button in the top-left. Tick the PDF box, and set any options you would like for target folder and naming, then click OK. Done!

3D Deliverable Export
What about exporting multiple views to DWF, DWG, FBX, IFC and NWC with the click of a button?

  1. Start RTV Xporter, then
  2. Add the Views you want to export to the Revit Views tab. 
  3. Click Export in the top left
  4. On the Export Views dialog, flick through each tab and set the options you would like. (Notice how the settings you see in the top of this dialog are essentially the same as the settings you would see in the DWG, IFC, or NWC export dialogs in Revit.)
  5. Set each export tab to suit your preferences
  6. Tick all the filetypes you want
  7. Set output folder
  8. Set File Naming Format
  9. optional – Click Save to save your settings to an XML for future use or scheduling
  10. Click OK
  11. Do some other work in another instance of Revit, or grab a coffee
  12. Come back and transmit your files to the required parties

Revisions
RTV Xporter can load and edit your Revit Revision Schedule. This means that there remains one point-of-truth for Revisions, and it is stored in your RVT file – great! Additionally, the View / Sheet Set selections are also read and written by RTV Xporter straight into your Revit model. There is no external database to manage, and I must admit, I love that.

Summary
As you can see, this addin could become an integral part of the way you handle the creation and transmission of documentation. It provides a powerful yet simple automation engine, that integrates well with native Revit capabilities. I recommend that you give it a try…

Download:

Activation:
Once you have purchased a license,  RTV Xporter Pro is activated using the send email request… receive activation code method.

Features:

  • output to multiple formats at one time
  • automatic naming (including revision)
  • print to two different printers at the same time
  • batch processing (unattended)
  • task scheduling
  • uses native Revit Revisions
  • can use Sheet, View or Project Information parameters in automatic naming
  • ability to Check for updates from inside the addin

Advanced Features (some are ‘coming soon’):

  • new Transmittal function (RTV Xporter and RTV Drawing Manager share some of the same space but the Xporter is built to work on top of Revit’s internal functions where as the Drawing Manager has been built to extend Revit functions, particularly revisions and giving users in the UK an option to comply with BS1192)
  • remote processing server for Revit, which will allow you to send printing and exporting jobs to a PC other they your own for processing, like backburner for rendering in 3DS Max
  • new file export extension to export Revit files to GSI via Safe Software’s FME Server

Output formats:

  • DWF / DWFx
  • DWG
  • DXF
  • PDF
  • IFC
  • NWC
  • Drafting Views (as RVT)
  • FBX
  • DGN
  • RVZ

Configuration and Deployment:
Batch settings can be saved to XML to allow for easy sharing of consistent options

Tip:
Right-click in the data grid to see various ways you can manipulate it (add columns, filter by columns and rows etc)

Playlist:

Tutorial videos:
http://www.youtube.com/user/theBIMmanNZ

Training:
I also reviewed some of the course material for the official Xporter Pro 2015 Training course, and there were some good step-by-step guides to get you started.