Verify permission settings and create a data exchange from a Revit file in Autodesk Docs.
Transcript
00:03
Data Exchanges are a cloud-based method of sharing subsets of your data more easily across your apps and teams.
00:11
In Autodesk Docs, once a Revit 2023 (or later) file with at least one 3D view is published from Revit or uploaded to the Files tool,
00:20
members with the appropriate permissions can create a Data Exchange to share the contents of the 3D views.
00:26
To verify your permissions, open your project in ACC Docs.
00:30
In the Files tool, next to the appropriate project folder, click More and select Permissions settings.
00:38
The Permissions settings panel opens.
00:41
Ensure that you have at least View and Download permissions, then close the Permissions panel.
00:47
With your permissions verified, you can now create a Data Exchange.
00:51
From the files list, select the Revit model to open it in the file viewer.
00:56
From the navigation panel, click Sheets and Views.
01:00
The Sheets and Views panel opens.
01:03
On the 3D tab, you see the 3D Revit views that have been included in the Publish Set from Revit.
01:09
In this example, a specific 3D view for Data Exchange has already been created.
01:15
When you create this view, it is recommended that you only use the subset of elements that are required for that Data Exchange.
01:22
Publishing the entire view of the model is not recommended,
01:26
because it can affect the performance of the Data Exchange and may not yield the expected results.
01:32
To create a Data Exchange from this 3D view, click More, and then select Create Data Exchange.
01:38
In the Create Data Exchange dialog, specify the folder where the Data Exchange should be saved.
01:44
Click in the Save As field, and then navigate to the appropriate folder in the Select folder dialog.
01:51
For simplicity, the model folder is chosen here, but it is best practice to designate and select a different folder with unique permission controls.
01:60
Then, the source Revit files and the resulting Data Exchange can have different permission controls to protect the source file.
02:08
Once you have picked the folder, click Select.
02:11
Back in the Create Data Exchange dialog, by default,
02:17
the Data Exchange will have the same name as the 3D view that was used to create it.
02:20
In the Name field, ensure that your Data Exchange has a descriptive and unique name.
02:25
If the name is not unique, you will receive a warning.
02:29
Also, it is critical that you check the Total number of elements in the exchange, as it affects performance.
02:35
To reiterate, a Data Exchange is intended to be a subset of the design model.
02:41
As a rule of thumb, an exchange with 30,000 elements is a large exchange, and more than this will result in longer processing time.
02:49
Click Create Exchange, then close the file viewer.
02:53
Back in the Files tool, the newly created Data Exchange appears,
02:57
although it may take a few minutes to process.
02:60
To review what is included in the Data Exchange, select it from the list.
03:04
The file viewer opens to display the elements included in the original 3D view that the exchange was created from.
03:11
You can now use this Data Exchange to share 3D model data with other team members,
03:16
and you will also be able to use the data in other software.
00:03
Data Exchanges are a cloud-based method of sharing subsets of your data more easily across your apps and teams.
00:11
In Autodesk Docs, once a Revit 2023 (or later) file with at least one 3D view is published from Revit or uploaded to the Files tool,
00:20
members with the appropriate permissions can create a Data Exchange to share the contents of the 3D views.
00:26
To verify your permissions, open your project in ACC Docs.
00:30
In the Files tool, next to the appropriate project folder, click More and select Permissions settings.
00:38
The Permissions settings panel opens.
00:41
Ensure that you have at least View and Download permissions, then close the Permissions panel.
00:47
With your permissions verified, you can now create a Data Exchange.
00:51
From the files list, select the Revit model to open it in the file viewer.
00:56
From the navigation panel, click Sheets and Views.
01:00
The Sheets and Views panel opens.
01:03
On the 3D tab, you see the 3D Revit views that have been included in the Publish Set from Revit.
01:09
In this example, a specific 3D view for Data Exchange has already been created.
01:15
When you create this view, it is recommended that you only use the subset of elements that are required for that Data Exchange.
01:22
Publishing the entire view of the model is not recommended,
01:26
because it can affect the performance of the Data Exchange and may not yield the expected results.
01:32
To create a Data Exchange from this 3D view, click More, and then select Create Data Exchange.
01:38
In the Create Data Exchange dialog, specify the folder where the Data Exchange should be saved.
01:44
Click in the Save As field, and then navigate to the appropriate folder in the Select folder dialog.
01:51
For simplicity, the model folder is chosen here, but it is best practice to designate and select a different folder with unique permission controls.
01:60
Then, the source Revit files and the resulting Data Exchange can have different permission controls to protect the source file.
02:08
Once you have picked the folder, click Select.
02:11
Back in the Create Data Exchange dialog, by default,
02:17
the Data Exchange will have the same name as the 3D view that was used to create it.
02:20
In the Name field, ensure that your Data Exchange has a descriptive and unique name.
02:25
If the name is not unique, you will receive a warning.
02:29
Also, it is critical that you check the Total number of elements in the exchange, as it affects performance.
02:35
To reiterate, a Data Exchange is intended to be a subset of the design model.
02:41
As a rule of thumb, an exchange with 30,000 elements is a large exchange, and more than this will result in longer processing time.
02:49
Click Create Exchange, then close the file viewer.
02:53
Back in the Files tool, the newly created Data Exchange appears,
02:57
although it may take a few minutes to process.
02:60
To review what is included in the Data Exchange, select it from the list.
03:04
The file viewer opens to display the elements included in the original 3D view that the exchange was created from.
03:11
You can now use this Data Exchange to share 3D model data with other team members,
03:16
and you will also be able to use the data in other software.
