Getting Started Guide
In this exercise we will be running a health check on a Revit cloud model using Ideate Automation. This process will reduce the amount of hands-on time needed in order to ensure project stability and consistency across your Revit project files.
Before you begin, you should review these requirements:
- Autodesk Desktop Connector installed so Ideate Automation can access your Revit cloud files.
- September 2021 version of Ideate Explorer installed (or later).
- May 2021 version of Ideate BIMLink installed (or later).
- a licensed version of Ideate Automation or an approved trial via your Ideate account manager.
To automate health checks on your Revit project files:
- Launch the Ideate Automation Queue, which runs outside of Revit and can be found on your Desktop after installation.
- Now let's make a new task. Select Add Task.
- In the input section you first need to select the task you wish to run under the Script File drop down menu, in this case it will be \ISW-MP-Health_Check_CopyTemplate. This script will automate both Ideate BIMLink and Ideate Explorer to publish a single Excel file with relevant information about the health of the selected Revit files.
- Next you will want to fill in the script details of your desired task.
- Under revit_files, select Browse → Cloud Models → Retrieve File Data → then select your desired cloud Revit file. You can add multiple files to your task.
- Under exportTemplate_file, you can use the default value “Ideate_HealthCheck.xlsx”, which is part of the Ideate Explorer installation, or select your own pre-formatted Excel file for this purpose.
- Under export_folder, browse for a location to save your health check.
- Under export_file, you can choose your desired file name. You can also choose whether you would like to save a new file by leaving in the timestamp or overwrite your last health check by deleting the timestamp.
- Now that you have set up your task, check that Revit is not running and then select Create and Run at the bottom of your task queue. Revit should open and the automated health check should begin.
- Once the task is complete, you will see ‘Succeeded’ in the task Status field. You can now add another task or close Ideate Automation. If the task status shows ‘Failed’, search the status window or the log file for ERROR or FAILURE messages.
Related topic: Configure a recurring Ideate Automation Script