Was wondering if there is a way to use the backup function with revit server files?

The Clarity App Must Be Active

If you haven't already added the app, here are instructions on how to Add the Clarity App

The very first requirement is that the Clarity App be Active in 360/ACC

360 Project Configuration

The Oauth identity setup in Clarity must be a project member of all projects you want to add to Clarity. That identity must also be a part of the document management team with appropriate permissions to the folders you need to access to be able to perform the tasks you want to run on the project.

You likely have multiple 360

As the question says,  after a task fails so many times Clarity disables it and adds a note in the task (which is great). How many fails does it take disable? 

When Clarity sends out emails for errored or completed tasks, it sends to the Project Coordinators and then some of the Task Coordinators. Is there a method there? It seems pretty inconsistent to the Task Coordinators it selects. Thanks.

General Information

Clarity Web Portal

If you turn on Autodesk SSO – you don’t have to change how you sign into the Clarity web app. They are independent.

Task Servers

Clarity will work fine with Autodesk SSO, but there are some things to be aware of that will need to change on and for the task servers.

The accounts that will be used for the task servers, although not physical users, still must conform to the same rules for Autodesk SSO.

On the Autodesk Side

The account must be a real domain account which is able to receive emails and

Would be great if there were a way to delete multiple projects at the same time. After running Clarity for several years things can get pretty cluttered and being able to delete older projects without having to do so 1 by 1 would be very useful. 

It would be helpful if an email could be autogenerated when a user is added to project. Email would include Project number, project name, if it is a RS project or B360, Revit version, and the role.

I set up a room image Task.  Task points at the correct view.  Task Runs.  Images are exported.  New Images are created.  The newly added objects appear but the Tags are missing.  Objects are also listed in the object schedule below.

We've had a few cases where projects were upgraded on ACC and the BIM Manager forgot to go to Clarity and ugrade the project there and tasks just stopped running. Is it possible for Clarity to just do this on it's own?

I think it would be a very nice feature to be able to pop-up a custom warning when the user launches a specific task. e.g. A Custom task that has built in feature to delete the file in destination location and replace it with an updated copy - Would be great to have a popup to use that says, "The Current File will be deleted and replaced with a new copy. Are you sure? " That kind of thing. To allow the user to back-out if they haven't considered everything required for this task etc.

Across the life cycle of our projects, the Filename (a.k.a. Target) often changes slightly depending on whether the file remains national or a state based file among other things. It would be really helpful if we had a way to filter files in my completed tasks list by "Contains" instead of "equals"? Or - can i check multiple in the filter list? 

Also applies to when i want to know what tasks have been run on a particular file name but the path(project) might have been different. e.g. 

If you need to change the path, the version or any other setting specified in the project settings you will need to edit the project.

How to Edit the Project

From the Project Home page, select the pencil and checkbox in the upper right corner, Edit Project.

Select the Project Type tab

To Change the Version of Revit in the Project

If you need to change the version of Revit used for the project select update version. 

This will not upgrade models, it simply sets the version of Revit used to perform tasks.

On the Project Type tab, select Update

This would be very helpful!

I'd like to filter a door table that I'm adding to a Data sheet.  We have nested door panels in our assembled door families.  Currently when I make a Door Table, it's showing the individual nested door families as well as the overall assemble family.  We have used the "Appears In Schedule" parameter to filter out the panels in our Revit Door schedule, I'd like the ability to do the same in our door tables that we've added to our data sheets.  

I've looked at the help menu and I see an option to filter Category Tables, but I don't

Open audit and sync/compact is failing.

Create an option to create a new project from Untracked models as well as ignore untracked models

Regularly I need to download a copy of specific models and save them to a client's private drive without all of the attachments and folders.

In the help docs it specifies the following "On the Clarity Task Server, we have begun to support Bentley IMS Accounts"; however when updating the task server configuration to activate the "Use ProjectWise IMS Login" option, it fails to login with IMS and attempts a user/password login.

Perhaps this is due to the web server settings that do not appear to have a method to disassociate a logical account from the web server project authorization settings, there are only options for user/password credentials. Any new project created will use the default setting and attempting to add a credential without a

Our company standards dictate that all our ProjectWise service accounts are prefaced with "_" and we have never had an issue with 2023 version of Clarity... However after upgrading to 2024 it appears that this introduces errors within the latest version 2024?

Personally I've never had any issue using the ProjectWise API with these usernames before; however the Clarity software seems to cause significant errors with Connection Client software licensing in this latest version... Can we please get this bug patched instead of just writing a warning and pretending that the problem is within the ProjectWise API?

Thanks, Ed

I've been noticing a bottleneck in the scalability of Clarity as a PDF automation tool. You can increase the number of Revit sessions that can run at one time on your task machines, and you can vary the PDF drivers to allow for each session to run PDFs simultaneously. However, varying the drivers only makes sense if you're ok with not having the PDFs coming from Clarity follow the same standard.

Our use case requires all PDFs to be printed as individual sheets, which requires us to have the naming be consistent and clean. Only the Clarity PDF driver does