In the Clarity Web Portal

• Log into the Clarity web portal as an Admin
• On the Server tab, Offices, add the office locations.
  • 
• Once you assign an office to a project, it will increase the number of projects.
• Once you assign an Office Location to a task server, it will increase the number of Task Servers.

On the Task Servers

• Log onto the task server as the designated Clarity account
• Open the Clarity Task Tray
  • 
• On the Options tab, enter the name of the Office Location
  • 
• Save the configuration and close the Task Tray dialog.

In a Project

Task Server Office Fallbacks

Fallbacks allows for times when an office is too busy to process tasks, but other offices are idle and can process the task.

Keep in mind that if other offices are used, the identity on the task server will need to be able to access the project with the same permissions as the original office.

To set an office fallback, go to the Tasks tab, Fallbacks, then select a fallback for each office.

In the Fallback dialog, specify the task server office and the number of minutes to wait then Create

You replaced a task server, but you can still see the old one on the Task Servers list

Cause

The task servers will drop off the last after Clarity hasn’t seen them for 21 days, unless there are still projects assigned to it.

You can force the removal as long as there are not projects assigned to the task server.

Solution

In the Clarity web portal, Task tab, Task Servers, select the task server to see if there are any projects assigned to it. 

If there are Projects assigned, you will need to go to each of the projects and remove the task server assignment.

Select the Project link in the Assigned Projects dialog to take you to the project.  Then go to the Tasks tab, Task Servers and change the task server assignments.

Once all project assignments are removed, go back to the Tasks Tab, Task Servers, select the task server again and Purge.

Go to the Server tab, Central Host and Stop then Start the Monitoring Service.

Error sending task diagnostics from the host when things are locked down due to security reasons.

If sending diagnostics normally works, then clearing the logs folder will likely resolve the issue and this configuration change is not needed.

Please refer to the following blog to clear the logs folder:  https://imaginit.helprace.com/i602-how-to-clear-the-task-server-logs-folder

 Process:

1. Log onto the task server as the designated Clarity account
2. Exit the Clarity task tray and stop the Clarity Windows task server service in Services
3. Zip the content of the logs folder (replace the highlighted value with your version of Clarity if different): C:\ProgramData\IMAGINiT Technologies\Clarity Task Server 2024\Logs
4. Delete everything in the logs folder.

CONFIGURATION CHANGE

• Make a copy of the ClarityTaskTray.exe.config and change the .config to .orig
  • C:\Program Files\IMAGINiT Technologies\Clarity Task Server for Revit\ClarityTaskTray.exe.config
  • 
• Open the .config file in notepad and make the highlighted changes below in green under New Values
  • Default Values (Screenshot)

DEFAULT VALUES (Text)
    <defaultProxy>

      <proxy bypassonlocal="True" usesystemdefault="True" />

    </defaultProxy>

    <settings>

      <servicePointManager expect100Continue="false" />

    </settings>

  </system.net>

New Values (Screenshot)

New Values (Text)

    <defaultProxy>

      <proxy bypassonlocal="True" usesystemdefault="False" />

    </defaultProxy>

    <settings>

      <servicePointManager expect100Continue="false" />

      <httpWebRequest useUnsafeHeaderParsing="true" />

    </settings>

  </system.net>

• Save
  • If you get an error saving the file to the original location, save it to the desktop. Make sure to change the Save as Type to All Types first
  • 
• Verify that the file is seen as a .config file
  • If you had to save it to the desktop, drag it into the original folder and overwrite the existing file.
• Launch the Clarity Task Tray from the desktop icon and restart the Clarity Windows Task Server service.
• Run a task
• Test sending diagnostics

If the machine does automatic Windows update, we cannot automatically sign back in and this will cause tasks to time out until the task server is signed back in.

In addition to that, the Clarity Task tray must be running in order to process Revit tasks.

For Clarity Windows Task Server tasks, that service must be running.

The 360 Token for these tasks uses the credentials tied to the project in the Clarity web portal, (unless the task opens an Autodesk Product).

Set Up an Alert

You can set up an Alert to be notified when the task servers have not checked in, or when the token is bad, from the Metrics tab>Alerts>Task Servers

How to Check the Status of the Task Servers

Log into the Clarity web portal as an Admin or Project Coordinator

On the Tasks tab, Task Servers, you can see the status of the task servers

From here you can see the following:

• What task servers are running
• When it last checked in
• When the last task was run
• If the BIM360 token is expired
• The version of Clarity on the task server
• If an update is available for that machine

Yellow - Task Server Not Checked-in in an Hour

The default value for a Task Server alert is 60 minutes, so an alert has likely already been sent if you have alerts set up.

Red - Task Server Not Checked-in in a Day

At this point, a second alert has likely been sent.

Resolution: 

• Log onto the task server as the designated Clarity account.
• Make sure the Clarity Task Tray is running and the Clarity Windows Task Server Service is running.
• From the desktop icon Launch Task Server for a version of Revit you want to run a task on.
• Verify that there are no issues launching Revit and that the task dialog opens to claim the task.

Blue - Task Server BIM360 Token Expired or Missing

An alert is also sent out if the token is expired.  This affects Revit Task Server tasks.

Resolution:  

• Log onto the task server as the designated Clarity account
• If you are using the Autodesk Desktop Connector
  • Make sure it is logged in with the proper credentials and is not showing any errors.
  • If errors are visible, please resolve them as they will interfere with tasks.
  • 
  • From the desktop icon, Launch Task Server for any version of Revit
    • It may be necessary to do this for multiple versions of Revit 
  • Verify that the status is updated in the Clarity web portal.
• If you are not using the Autodesk Desktop Connector
  • From the desktop icon, Launch Task Server for an early version of Revit and a late version of Revit and verify that they show as logged in.
  • Verify that the status is updated in the Clarity web portal.

This post is for task servers not installed on the host server.

Symptom

Clarity Task Tray disappearing or not running.  Lots of tasks fail with "The task has apparently died."

Anti Virus is removing the file or folders.

Resolution

Clarity Exclusions

Add exception for the following path

C:\Program Files\IMAGINiT Technologies\Clarity Task Server for Revit

Add exclusion for the following files

• ClarityTaskTray.exe
• Clarity.TaskServerWinService.exe
• LaunchTaskServer.exe
• IMAGINiT.Updater.exe
• Clarity.BIM360Utils.Delegate.exe
• Clarity.Task.Delegate.exe
• LicenseRequester.exe

Autodesk Exclusions

For a full list of exceptions please refer to the Autodesk link below.

https://www.autodesk.com/support/technical/article/caas/sfdcarticles/sfdcarticles/Are-there-antivirus-exclusions-I-can-implement-to-make-programs-run-better.html?msockid=37b62c7b126b64c91a12382f13396502

If you prefer the task fail, the setting will need to be False.  If you want the task to be put back into the queue, the value should be True.

There is not currently a configuration for a number of attempts, so it will continue until it times out if set to True.

This change is on a per Revit version basis!

Process

• Log onto the task server as the designated Clarity account
• Make a copy of the original config file before modifying it so you have a backup.  If you edit the config file incorrectly the task server may not work.
• Rename the copy as shown below
• 
• Exit the Clarity Task Tray
• Browse to the following folder and edit the config file with Notepad.

Config file location:

• C:\Program Files\IMAGINiT Technologies\Clarity Task Server for Revit\<Revit version>\ClarityRevitTaskServer.dll.config
• Add the following lines to the config file.

• <!-- Reset the claimed tasks to NEW when open throws an exception. -->
• <add key="ResetTaskWhenOpenFails" value="false" />
  • 
• Save the file
  • If you get a permission error when trying to save, do a saveas and Save as type is All files. Save it to the desktop then drag and drop it back into the folder.
• 
• Make sure it is still seen as a config file.

Test Clarity Task Services

• From the Desktop Icon, open Clarity Task Tray for Revit to start the task tray again.
• Send a Revit task for the version you modified the config file on to confirm that it picks up the task.

Increasing the wait time may be needed if you are seeing errors like this on tasks during post action:

The process cannot access the file because it is being used by another process: UNKNOWN APPLICATION (NONE FOUND)"

To make this configuration change we will need to add a line to the ClarityRevitTaskServer.dll.config file located in the following folder:

C:\Program Files\IMAGINiT Technologies\Clarity Task Server for Revit

Process

• Log onto the task server as the designated Clarity account
• Exit the Clarity Task Tray
• In File Explorer, Browse to the following folder:
  • C:\Program Files\IMAGINiT Technologies\Clarity Task Server for Revit
• Make a copy of this file: ClarityRevitTaskServer.dll.config and change the extension to .ORIG so we have a backup copy
• Right click on the following file and Edit with Notepad: ClarityRevitTaskServer.dll.config
• Add the following lines
  • <!-- The time this task server should wait for any files to be released from Revit before attempting the post task action -->
  • <add key="WaitTimeInSecondBeforePostAction" value="60" />
• Example shown in config file.
  • 
• You likely won’t be able to save the file due to permission issues, if that occurs, do a SaveAs to the Desktop
• Make sure Save as type: is set to All types (*.*) before savings to make sure it remains a config file and does not end up with a text extension.
• 
• Drag the file back into the original folder.
• From the desktop icon, double click on Clarity Task Tray for Revit to start the task tray.
• From the desktop icon, double click on Launch Task Server for any version of Revit and verify that the dialog comes up and it is polling for tasks.
• Rerun your task with the post action issue.

We recommend only installing the addins needed for tasks. 

Some Autodesk addins install automatically with the software, but others are a separate install.  If they are not on this list, please do not install them as they may interfere with the Clarity software.

Please also be aware that some addins can cause ownership issues when processing tasks.

Additionally, some addins are build specific and may vary by Clarity version.  Please refer to the information below.

Revit Addins

Additionally, you will need to install the necessary add ins per version as needed for the following type of tasks:

Navisworks Exporter

• https://www.autodesk.com/products/navisworks/3d-viewers#navisworks-nwc-export-utility
  • Scroll down to this section:  Navisworks NWC Export Utility

Navisworks Glue

• Task requires Glue Configuration setup in Clarity
  • To obtain API keys for your company, contact your Autodesk Account Administrator or keyrequest@autodesk.com

Model Review

• Newer versions of Revit have the addin built in

IFC (Open Source IFC Exporter)

• https://apps.autodesk.com/

BIM Interoperability Tools

Specific versions are required for this task to work.  Please contact Support@rand.com if you need a specific version of the tool.

Clarity 25.0

• Revit 2021-2024:  9.1.8599.0
• Revit 2025:  9.2.2.8745.0

Clarity 2024.1

• Revit 2020:  9.0.8326
• Revit 2021-2024:  9.1.8599.0

Publish to Autodesk Viewer

• Requires additional setup also
  • You will first need to request a key from this site https://developer.autodesk.com

Collaboration for Revit

• This is now included in the software and updates.  Please make sure you keep Revit up to date on the task servers.

Dynamo

Only one version of Dynamo should be installed on the task server.

Please manually run the Dynamo script before attempting to run as a task to verify all packages needed are installed.

Python

Phython 2 supported on Clarity 2025 

In Clarity 2025, you can now just make the configuration changes in the Clarity task tray.

Make sure you log onto the task server as the designated Clarity account

Error Handling Overrides

• Open the Clarity task tray
• On the Revit tab

On the Revit tab, under Revit Error Handling Option, there are a few options, if you want to make selections you will want to set it to specified.

• None
  • No overrides
• Detached Only
  • This would only apply to tasks where we open the model detached
    • This generally only applies to Filebased and Revit Server projects
• Specified
• Overrides checked and defined only
• All
  • All available in the selection list

Revit Dialog Boxes

• An example of the override for the schema conflict is shown below.
• That information is pulled from the journal for reference in case you want to add other types of overrides so you know how to set it up.
• Journal
  • ' 7:< Schema conflict in load. Known schema: GUID b4a4ade1-a646-400d-aded-3cf64d759c01, name EnigmaSchema, vendor , documentation {{{}}}. New schema: GUID b4a4ade1-a646-400d-aded-3cf64d759c01, name TraceItSchema, vendor , documentation {{{}}}.
  • ' 7:< TaskDialog "The file being loaded is causing a conflict with existing data in the model. What do you want to do?"
  • 'Id : TaskDialog_Schema_Conflict
  • 'Command Links:
  • '1001 : Do not load the file
  • '1002 : Continue loading the file

Some of the setup is inside of the Clarity Revit Task Tray, but since this runs as a service by default, the rest happens in the properties of the service itself.

Settings in the Clarity Task Tray for Revit

To limit the Windows tasks run on the task server, open the Clarity task tray, select the Server and Edit, go to the Tasks tab, expand Windows and Uncheck any tasks you don’t want processed on this task server.

Settings for the Service

Open the Services panel and select the Clarity Windows Task Server

• In Properties
  • Startup should be Automatic (typically)
    • 
  • It should be set to Log On as the Clarity service account (typically).
    • If the password for this account changes, it will need to be reset in properties.
    • 
  • Recovery should be set to restart the service for each setting.
    • 
  • Dependencies are typically not applied.

What Identity Does this Use for Tasks

The identity used depends on the task itself. 

Most will use the identity assigned to the project in the web portal under Tasks, Authorization.

Tasks that Use the Identity on the Task Server

Tasks that launch Autodesk products like Autocad or Navisworks, will use the Autodesk Identity signed in on the Task Server.

You will need the Autodesk Desktop Connector installed on the task server and it will need to be signed in with credentials that can access all projects you want to run tasks on.

If you are using Autocad 2024 or higher, you will need to use the 16.x version of the Desktop Connector.

Autodesk updates the app frequently, but Clarity may not support the new version right away, so please check with support before installing the newest version.

If you want to allow us to automate project selection, please refer to the following blog:  https://imaginit.helprace.com/i563-clarity-2024-task-server-config-to-auto-select-360-dc-projects

If not, you will need to manually select the projects you want available to run tasks on for 360/ACC projects.

Running the Windows Task Server as an Application

Although by default this is run as a service that starts on startup, it is possible to run it as an application instead.

• If you opt to run it as an application, it runs as the logged in Windows identity, rather than the credentials assigned to the service.
• The Autodesk credentials still apply.
• You can change the Service to Manual startup and add the application to startup.

Create a Shortcut of the Application to add to Startup

C:\Program Files\IMAGINiT Technologies\Clarity Task Server for Revit\Clarity Task Server for Windows\ Clarity.TaskServerWinService.exe

Copy the shortcut to the Startup folder

C:\Users\ %USERNAME%\AppData\Roaming\Microsoft\Windows\Start Menu\Programs\Startup

Verify it is on by typing Startup Apps in search

So, if you want to clean up things manually, I have listed the locations below where you can regain some drive space.

You may also want to consider using the Windows Task Scheduler to clean things up.

Process
1. Log onto the task server as the designated Clarity account
2. Exit the Clarity Task Tray
3. Stop the Clarity Windows Task Server Service in Services

Make sure no Autodesk Products are running!
4. Clear the locations listed below that you feel need attention.
     a. Windows Temp and BIM360 cache are the big ones.

Windows Temp Folder
• Exit all programs.
• Press WINDOWS-R on the keyboard to bring up the Run window.
• Type %TMP% and then click OK.
• Delete the contents of the folder that opens up.
Tip: There may be files in use by background processes, so not all files will delete. Rebooting may allow all of them to be deleted.
Note: Instead of using the Run window, a couple other methods of getting to the temp folder is to type %tmp% in the Search field at the bottom of the Start menu or into the location bar of any folder window.

Temp Revit Folder
Location specified in your Clarity Task Tray on the Options tab

Artifact Files
Location specified in your Clarity Task Tray on the Options tab

BIM360 Cache
• Collaboration Cache (Version Specific)
     o C:\Users\%username%\AppData\Local\Autodesk\Revit\Autodesk Revit 20##\CollaborationCache\
• PAC Cache
     o C:\Users\%username%\AppData\Local\Autodesk\Revit\PacCache
• CEF Cache (Version Specific)
     o C:\Users\%username%\AppData\Local\Autodesk\Revit\Autodesk Revit 20##\CefCache
• INetCache
     o C:\Users\%username%\AppData\Local\Microsoft\Windows\INetCache\IE
 
Desktop Connector
Below 15.8
https://www.autodesk.com/support/technical/article/caas/sfdcarticles/sfdcarticles/How-to-clear-the-cache-of-the-BIM-360-Desktop-Connector.html
Use the Free up Space tool to clear out the local cache.
This feature can be used at the account, project, project folder, or individual file level.
Using the feature on the account level will likely clear much disk space; using the feature on an individual file will only clear the individual files.
Right click the corresponding level in the Autodesk Docs drive in Windows Explorer and select "Free up Space" and the local disk space will be released immediately.
Files from Autodesk Docs will be downloaded again "on demand" as soon as they are opened.

16.x and above
Open the Desktop Connector, go to Settings, Select Projects, My Selections, Uncheck projects you want to remove and Save. You will need to leave at least one project selected.
        

If you are unable to send diagnostics from the Clarity web portal completed task id, sometimes clearing the content of the logs folder will resolve the issue.

Process

• Log onto the task server as the designated Clarity account
• Exit the Clarity task tray, by right clicking on the Clarity icon and select Exit
  • 
• Open Services and Stop the Clarity Windows Task Server Service
  • 
• From File Explorer browse to the logs folder for your version of Clarity
• Example: C:\ProgramData\IMAGINiT Technologies\Clarity Task Server 2024\Logs
  • You can zip the logs folder if you want an archive copy or need to send them in to support.
• Delete everything inside of the Logs folder.
• Start the Clarity task tray from the Clarity Task Tray for Revit icon on the desktop
  • 
• • In Services, Start the Clarity Windows Task Server Service

  If you are still unable to send diagnostics from the web portal, you will need to gather things manually.

• https://share.vidyard.com/watch/Qo6BKTdqfhvWmdZkX2g5De?

IMPORTANT NOTE:

If the screen is left in a locked state, it is not possible for any UI Automation to run. This is a Microsoft limitation from a security perspective.  That means that in order for this to work and swap projects, the machine must remain unlocked.

Desktop Connector

You will need to make sure you first select the number of projects you want to start with.  For DC version below 16.6 the number is 40, 16.6 or higher is 60.

If you have access to multiple hubs, I would recommend some from each hub.

Initial Setup

For the initial setup, please refer to the following Autodesk article:

• https://help.autodesk.com/view/CONNECT/ENU/?guid=Add_Remove_Projects_Desktop_Connector

Long Path Warning

• https://help.autodesk.com/view/CONNECT/ENU/?guid=Long_Paths_Docs_Connector

Additional Autodesk Reference for the 16.x Desktop Connector

• Folder Structure doesn’t match
  • https://www.autodesk.com/support/technical/article/caas/sfdcarticles/sfdcarticles/Desktop-Connector-folder-structure-does-not-mirror-BIM-360-Document-Management.html
• Desktop Connector Current Release Notes
  • https://help.autodesk.com/view/CONNECT/ENU/?guid=GUID-03D59AAD-65B0-45E3-84F2-A12AAA5BB267
• Desktop Connector Historical Releases (Downloads)
  • https://help.autodesk.com/view/CONNECT/ENU/?guid=Historical_Releases_Desktop_Connector
• Newly Added Projects not Showing
  • https://www.autodesk.com/support/technical/article/caas/sfdcarticles/sfdcarticles/BIM-360-project-is-not-displaying-in-Desktop-Connector-drive.html
• Can’t See Folders in the Project
  • https://www.autodesk.com/support/technical/article/caas/sfdcarticles/sfdcarticles/BIM-360-project-member-cannot-see-any-folders-in-a-project-in-Desktop-Connector.html

Task Server Configuration

IMPORTANT NOTE:

If you have have Project Filtering Enabled, we will not be able to Auto-Select projects, you will have to set it to Disabled to use the Auto-Select Feature

How to Enable Auto-Select Desktop Connector Projects

Log onto the task server as the designated Clarity account.

On the task servers, open the Clarity task tray and on the Options tab, select Auto-Select Desktop Connector Projects.

NOTE:  Be aware that if the task server is locked, we may not be able to swap projects.

Save the configuration and close the Clarity task tray.

DATE:  9/29/2023

You are trying to test something manually in Revit on the task server, and the Task dialog is launching when you launch Revit, even though the Clarity Task Tray is exited.

Cause

When the Clarity Task Tray for Revit is running, it puts an addin in the addins folder while Revit launches to pick up a task, when we are done with the task, we try to delete it...if we are unable to delete it due to permissions issues generally, then that dialog will come up even though the task tray is not running.

Resolution

You need to make sure you are logged in as the designated Clarity account. 
Once Revit closes, delete the addin from the addins folder for that version of Revit.  If it exists in other versions, you will need to delete it there also.

Addin Example
C:\ProgramData\Autodesk\Revit\Addins\2024\ClarityRevitTaskServer.addin

Permission Recommendations

I would also recommend you make sure the Clarity account has full control of that folder to avoid this issue in the future.  Other folders that identity should also have full control over:

• C:\Program Files\IMAGINiT Technologies

• C:\ProgramData\IMAGINiT Technologies

The error will look like this in the AdminWebservice Log

TaskService - UploadFile(): Exception while uploading file System.Web.Services.Protocols.SoapException: Unable to create target folder on server! PathTooLongException ---> System.IO.PathTooLongException: The specified path, file name, or both are too long. The fully qualified file name must be less than 260 characters, and the directory name must be less than 248 characters.

There is a configuration change that can be made on the task servers (versions 22.1.11 and above) to truncate the path.  This shortens the path on the task server and when it sends it back to the host artifacts folder.

Solution

• Exit the Clarity task tray
• Through Windows explorer, browse to the following folder
• C:\ProgramData\IMAGINiT Technologies\Clarity Task Server 202#
• Make a backup of the ClarityTaskService.config file and save it with .orig
  • 
• Edit the original ClarityTaskService.config file with notepad and make the following configuration change
  • <add key="ShortenArtifactPaths" value="True" />
  • 
• Save the file
• You may need to do a save as save it to the desktop, make sure you change the Save as type to All Files as shown below
• 
• Drag the file into the folder C:\ProgramData\IMAGINiT Technologies\Clarity Task Server 202# and overwrite the existing config file
• Start the Clarity task tray

For Clarity 2025 refer to this blog:  https://imaginit.helprace.com/i659-clarity-2025-task-tray-configuration-for-error-overrides 

Error: One or more dimension references are or have become invalid.

This configuration change is done at your own risk and will apply to all models on this task server that have the configuration files modified.

WARNING

This modification will allow us to delete the dimension(s) so we can continue processing the task, this means that those elements will not show up in the model for that task. 

For 360 projects set to use the live model, we open the live model, but for most tasks we do not save the changes, we relinquish and close the model, however, if this is running on a Live Model Update type of task, it will change the central file!

Process

1.     Log onto the task server as the designated Clarity account

2.     Make a copy of the original config file and change the extension to .orig before modifying the working config file so you have a backup. 

• If you edit the config file incorrectly the task server may not work.
  • 

3.     Exit the Clarity Task Tray

4.     Browse to the following location on the task server:  C:\ProgramData\IMAGINiT Technologies\Clarity Task Server 2024\ClarityTaskService.config

5.     Add the lines shown below, exactly as they are.

            <add key="RevitErrorHandleOptions" value="ALL" />

            <add key="SpecifiedRevitErrorsToHandle" value="DimensionReferencesInvalid,DimensionFailures,DeleteElements" />

There are two related options:

• RevitErrorHandleOptions   ("DETACHEDONLY","ALL","SPECIFIEDONLY")
• SpecifiedRevitErrorsToHandle
  (If specifiedonly is specified above, then you put in the option as you did in this value).

6.     Save the file

• If you get a permission error when trying to save, do a saveas and Save as type is All files. Save it to the desktop then drag and drop it back into the folder.
• 

7.     Make sure it is still seen as a config file.

8.     Test Clarity Task Services

• From the Desktop Icon, open Clarity Task Tray for Revit to start the task tray again.
• Send a Revit task for the Task Server you modified the config file on to confirm that it picks up the task.

Rerun the task

The task completes and removes the dimensions, but it will show an Error No Error

 Error (NoError)

Autodesk Docs://Clarity 2023 Support Testing/Residential 2500 R23.rvt: Error: One or more dimension references are or have become invalid. (Count: 2)

For Clarity 2025, Refer to this blog post:  https://imaginit.helprace.com/i659-clarity-2025-task-tray-configuration-for-error-overrides 

There is a way to say “Continue Loading” for this kind of Schema Conflict dialog.

We are currently programmed to always hit “Do not load” for that specific issue, because there’s a risk of data loss.  When we do that it kills the task.

IMPORTANT NOTE

Please be aware, this configuration change is at your own risk, and you understand that it will change the model during the task, and you are ok with that.  For most tasks, we don't save the changes when we finish the task, but for tasks that do update the live model, it would be a synced change.

IMPORTANT VERSION NOTE

The process shown below is for Clarity 2024.0 / Clarity 2024.1.  In Clarity 2025 and higher, this has been moved into the Task Tray configuration UI (although you will still need to know the details below).

Process

• Make a copy of the original config file before modifying it so you have a backup.  If you edit the config file incorrectly the task server may not work.
• Rename the copy as shown below
• 
• Exit the Clarity Task Tray

·       Config file location:

• C:\Program Files\IMAGINiT Technologies\Clarity Task Server for Revit\<Revit version>\ClarityRevitTaskServerdll.config

• That is where you have the ability to specify a particular response to a particular Revit TaskDialog pop up.
• The line should already exist on newer versions of Clarity so just add the highlighted value
  •  It will look like this before you modify it, so add the text between the quotes, do not add any extra space nor remove the one after the last quote
  • 
  • <add key="DialogOverrideOptions" value="TaskDialog_Schema_Conflict,1002" />
• Your config file should now look like the image below.
  • 
• Save the file
  • If you get a permission error when trying to save, do a saveas and Save as type is All files. Save it to the desktop then drag and drop it back into the folder.
  • 
• Make sure it is still seen as a config file.

Test Clarity Task Services

• From the Desktop Icon, open Clarity Task Tray for Revit to start the task tray again.
• Send a Revit task for the version you modified the config file on to confirm that it picks up the task.

WARNING
Modifying the ClarityTaskTray.exe.config and setting it to “true” will “Always hit the OK button, if there is one”, we feel like this is at least a little bit dangerous, so we don’t have it on by default.  There will still be dialogs this won't work on, since not all dialogs have an OK response.

Make a copy of the original config file before modifying it so you have a backup. If you edit the config file incorrectly the task server may not work.

Process

• Config file location:
  • Make a copy of the config file prior to editing it.
  • C:\Program Files\IMAGINiT Technologies\Clarity Task Server for Revit
  • Rename the copy as shown below

• Exit the Clarity task tray
• Edit the ClarityTaskTray.exe.config with Notepad
  • C:\Program Files\IMAGINiT Technologies\Clarity Task Server for Revit\exe.config
• Add the following entry above <!—Options as shown below
  • <add key="CheckForOKCancel" value="true" />

• Save the file
  • If you get a permission error when trying to save, do a saveas and Save as type is All files. Save it to the desktop then drag and drop it back into the folder.

• Make sure it is still seen as a config file.

Test Clarity Task Services

• From the Desktop Icon, open Clarity Task Tray for Revit to start the task tray again.
• Send a Revit task to confirm that it picks up the task.

The following must be done on each task server that will be running the tasks.

Start by logging onto the task server as the designated Clarity account.

Clarity Task Automation Service Configuration

In the Clarity task tray, you must set it to use the Clarity Windows Task server.

On the Configuration tab, Edit the Server

Expand Windows and make sure that the tasks you want to process are selected.  Ok out of dialogs.

Services

Set the logged-on Clarity Windows user account as the Log On As for the Clarity Windows Task Server

Right click and select Properties and go to the Log On tab and fill out the user’s information and OK out of dialogs.

Software

Navisworks Manage or Simulate must be installed with a valid license on the task servers for each version you will be running the task for.

Navis Options

AutoCAD Script & Autocad to PDF requires that Autocad is installed with a valid license on the task servers for all versions that will be used in the task.  If you want to use C3D or Plant those need to be installed.

We will use the most current version of Autocad installed.

Autocad Options

Security

The logged in Windows user must have local admin rights.

Local Security Policy

Before setting this, you will need to stop the Clarity Windows Task Server service in the Services panel.

The logged in windows user must have the Replace a process level token assigned to it

Right click on Replace a process level token and select Properties

Add User or Group

Enter the Username and Check Names, Ok

It may ALSO need Log on as a Service, repeat the process for that if you get an error like this when trying to start the service

Go to Services and Start the Clarity Windows Task Service.

Log out and login on the task server as the account used in the service.

(Updated 1/12/2024)

To add a form

• Go to Control Panel\Hardware and Sound\Devices and Printers
• Select the printer you want to add a form to
• Select Print Server Properties

• In the Print Server Properties dialog, Forms tab
• Create New Form
• Enter name and dimensions (These are intentionally entered backward in here)
•
• Save Form