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Manage shared models in Management Console for Tekla Model Sharing

Last updated September 15, 2017 by Tekla User Assistance tekla.documentation@trimble.com

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Manage shared models in Management Console for Tekla Model Sharing

Manage shared models in Management Console for Tekla Model Sharing

Management Console for Tekla Model Sharingweb-based tool for administrators to manage all the organization’s models shared with Tekla Model Sharing

The Management Console for Tekla Model Sharing requires a valid Trimble Identity and administrator rights.

provides a web-based access for administrators to manage all shared models of an organization. With Management Console , administrators can list and delete models, add users and modify the roles of users, lockto prevent unwanted action in a model or a drawing

It is possible to lock model objects, reference models, and drawings, for example.

and unlock shared models, and delete versions from the model.

How to use Management Console for Tekla Model Sharing

To use Management Console for Tekla Model Sharing , you need to have a valid Trimble Identityuser account to Tekla online services and other Trimble services

For a Tekla Structures user, Trimble Identity is a single sign-on account which enables the user’s online identity management. The organization that the user’s Trimble Identity belongs to, determines the user’s access rights. Trimble Identity is needed, for example, for Tekla Campus and Tekla Warehouse, and to log in to Tekla User Assistance.

with administrator rights. You can use Management Console independent of and without opening Tekla Structures , and you do not need to be a user in any of the shared models of your organization.

In Tekla Model Sharingcloud service for collaboration and for storing and sharing a model

Tekla Model Sharing is one of the Tekla online services.

, an organization owns all the models shared by the users in the organization. A shared modelmodel used for collaboration over the Tekla Model Sharing service

With a shared model, each user works with their own model and the changes are shared through Tekla Model Sharing. A shared model requires the use of a single-user model. The same model cannot be a shared model and a multi-user model.

is always owned by only one organization. The organization gets the ownership when a user in the organization starts sharing of a model. The user who starts sharing a model gets the Owner role in that model. The Owner can invite other users to the model and create baselines for the model but this is not the same role as the administrator of an organization. Only administrators can manage the shared models in Management Console.

In Management Console for Tekla Model Sharing , click the Models button to list all shared models in the organization.

To Do this
View the basic information of a model

Select a model from the list.

Management Console shows the model name, creation date, Tekla Structures version, model ID, environment, number of users, and number of versions.

List the model versions

Select a model and click the Versions button.

Management Console shows the version type (baseline or incremental), who created the version and when, and comments about the changes.

List the users in a model

Select a model and click the Users button.

Management Console lists the users and shows which model version each user is currently using.

Modify the role of a user
  1. Select a model and click the Users button.
  2. Select a user, and then select another role from the role list.

You can promote another user to be the Owner of the model in addition to the original owner.

Add new users to shared models
  1. Select a model and click the Users button.
  2. Click the Add users button.

The users you add will get an invitation e-mail to join the model.

Delete models from the sharing service
  1. Select a model.
  2. Write a comment about why you are deleting the model to send the comment as an e-mail to the users.
  3. Click the Save button.

It a best practice to keep the list of your organization's shared models up to date in Management Console. For example, you can remove obsolete projects and completed projects. Keeping the list in good shape is useful for the users in your organization as the models that are not used are not available for the users anymore.

Lock a model for investigation

If a shared model has changes that may cause problems, you can lock the model to prevent any further changes in the model. While the model is locked, a user can investigate the model to identify the problem. Other users of the model cannot write out changes.

  1. Select a model and click the Lock button.
  2. Write a comment about why you are locking the model to send the comment as an e-mail to the users.

    The comment could be "the model is locked to investigate which packet contains the missing columns" , for example.

  3. Select one user to investigate the model.

    This user becomes the lock owner.

  4. Click the Save button.

While the model is locked, the sharing commands in Tekla Structures are available as follows:

  • The Read in and Write out buttons have yellow arrows. Only the lock owner can use the commands.

    Placing the mouse pointer on the Write out button displays the message that the administrator has added in Management Console when locking the model. The message also shows who the lock owner is.

  • On the File menu, the Read in , Write out , Create baseline and Users commands are available for the lock owner.
  • In the Shared models dialog box, the Edit model , Manage users , and Remove model from cloud commands , and joining a particular model are available for the lock owner.

For other users the sharing commands are not available.

Delete a model version and unlock a model

Before deleting a model version, a user can investigate the model to identify the version that needs to be deleted. When you have deleted the model version, unlock the model.

  1. Select the model and click the Delete versions button.
  2. Select the version that needs to be deleted.

    If there are newer versions, Management Console also selects them to be deleted.

  3. Write a comment about why you are deleting the version to send the comment as an e-mail to the users.
  4. Click OK.
  5. Click the Unlock button.
  6. Write a comment about why you are unlocking the model to send the comment as an e-mail to the users.
  7. Click the Save button.

If a user of the shared model has already read in or written out any of the deleted versions, the Write out and Read in buttons have red arrows for the user, and the user needs to rejoin the model.

If a user is not using any of the deleted versions, the user does not need to rejoin.

Note that when model versions are deleted, the changes that have been made in those versions are lost from the model. The changes that should be included in the model need to be made again and read in.

It is also possible to revert to an earlier version of the model without further investigating it. You can lock the model, delete the versions that are not needed or that contain problems, and then unlock the model.

Example: Locking a shared model and reverting to a previous model version

In this example, the administrator locks a model for investigation to identify a model version that causes problems, and to find the last valid version. For example, a user may have accidentally deleted too many objects and it needs to be investigated which version has these changes. When locking the model, the administrator can name one user as the lock owner who can investigate the model, and write out and read in normally. Other users of the model cannot write out while the model is locked.

When the lock owner finds the model version that causes problems, the administrator can delete the model version in Management Console for Tekla Model Sharing. If the model has newer versions, Management Console deletes these versions as well. After the versions have been deleted, the administrator unlocks the model.

In the example below, steps 1 and 3 are done by the administrator in Management Console , and step 2 by the lock owner in Tekla Structures.

  1. As the administrator, log into Management Console for Tekla Model Sharing using a valid Trimble Identity.
    1. Click the Models button to list all the shared models in your organization.
    2. Select the model you want to lock.

      Management Console shows the basic information of the model.

    3. Click the Lock button to the lock the model.
    4. Write a comment about why you are locking the model to send the comment as an e-mail to the users.
    5. Select one user to investigate the model.

      The user you select becomes the lock owner, and is the only user who can read in and write out while the model is locked.

    6. Click the Save button.
    7. Inform the lock owner that the model can now be investigated.
  2. As the named lock owner, investigate the model.
    1. Open the locked model in Tekla Structures.
    2. Read in and write out packets to find the problem.

      While the model is locked, the Read in and Write out buttons have yellow arrows. You are the only user who can use these commands.

    3. Inform the administrator when you have identified the problem.
  3. As the administrator, delete the model version that contains problems and unlock the model.
    1. In Management Console , click the Models button to list the models.
    2. Select the model.
    3. Click the Delete versions button.
    4. Select the version to be deleted.

      If there are newer versions, Management Console also selects them to be deleted.

    5. Write a comment about why you are deleting the version to send the comment as an e-mail to the users.
    6. Click OK to delete.
    7. Click the Unlock button.
    8. Write a comment about why you are unlocking the model to send the comment as an e-mail to the users.
    9. Click the Save button.
Note:

When versions have been deleted from the model in Management Console , if a user of the shared model has already read in or written out any of the deleted versions, Tekla Structures shows the Write out and Read in buttons with red arrows for this user, and the user needs to rejoin the model.

Note that when model versions are deleted, the changes that have been made in those versions are lost from the model. The changes that should be included in the model need to be made again and read in.

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