Setting Up the Workstations

Installing Ideate Software 

The latest version of all Ideate Software titles can be found here. Download the executable and launch it directly when installing on a small number of PC’s, or see Setting Up the Deployment Installation if you are deploying company-wide.

Launching Ideate Software 

Depending on the Revit version, Ideate Software installs to the Ideate Software tab, or Add-Ins tab (2016 and prior) within Revit. To access the software, open any project and then select the appropriate tool from the ribbon. Starting with version 2016.1 most Ideate software can be launched with any active view, but the view-specific tools will only launch with their intended view types active. The user will be informed by a pop-up if they need to switch to a different view type.

Example: Ideate Clone, whose sole purpose is to clone existing Sheets and Views, will only open when the active view is a Sheet.

Switching Between Standalone and Network Licensing, Changing the License Server Name

The license type, Serial number, and Server name is controlled separately for each installed Ideate Software product and version. It is possible to run a mixture of standalone licensed and network licensed versions of Ideate Software on the same machine, same as for Revit.

To switch the license type on a single PC, go to the ‘manage license’ screen (Click ‘Help’, the select ‘Ideate Software License’), and switch the radio button to the desired license type (see screenshot further below).

To set or change the license server, enter the desired @servername into the applicable box.

Next hit ‘OK’ to close Ideate software, and when reopened, the license type will have switched over.

To switch the license type on multiple PC’s, first perform the above steps on one of them. Next, navigate to C>ProgramData>Ideate>Ideate Software 201X>Ideate ‘Your Software’, and locate the ‘license.config’ file.

Push out this file using standard network admin tools (Group Policy etc.) to the same location on all PC’s. The same file can be used to make the desired changes for all Ideate Software titles version 2016 and newer by copying it to the appropriate folder.

NOTE:  Switching to network licensing will not deactivate any activated standalone licenses. Please review the page about transferring standalone licenses for steps to export your standalone licenses.

Setting the Server Path

Ideate Software does not use environment variables to control the value of the License Server field. See also Setting Up the Deployment Installation for information about setting the path during deployment.

License borrowing will be available after the network path is validated for the first time.

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