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Shared Parameter Manager

Shared Parameter Manager expands upon the out of box shared parameter editing tools to more efficiently create and edit shared parameter files, merge multiple shared parameter files, and efficiently load shared parameters into projects.

Using Shared Parameter Manager

To open Shared Parameter Manager, click the “Shared Parameter Mgr” button on the CTC Software tab.

Shared Parameter Manager Interface

Shared Parameter Manager Interface

Master Shared Parameter Files

Create a new master shared parameter file by clicking the “New” button.

Shared Parameter Manager Interface

Browse to the desired storage location and provide a name for the new shared parameter file

Shared Parameter Manager Interface

Select “Save” to generate the new shared parameter file and have it selected as the master shared parameter file.

Selecting Existing Shared Parameter Files

To select the Master Shared Parameter file click the “Browse…” button. Only the Master Shared Parameter File will be edited by this tool.

Shared Parameter Manager Interface

Group Management

Adding Groups

To add a group, click the “Add…” button in the Groups box. To add all default Revit groups quickly select the “Add Default Groups” Button. Any groups that already exist will be skipped when creating new groups.

Shared Parameter Manager Interface

To add custom groups, type the names of each group to be created. Type each group name separated by a return or pressing the enter key. When all names have been entered, click the “OK” button.

The groups will be added to the shared parameter file.

Shared Parameter Manager Interface

Renaming Groups

To rename a group, select one or more from the list. Then click “Rename…” in the ‘Groups’ box.

Shared Parameter Manager Interface

In the “Rename Group(s)” dialog, type the new name for each group and click the “OK” button.

Deleting Groups

To delete a group, select the parameter group. Then select the “Delete” button in the ‘Groups’ box.

Shared Parameter Manager Interface

A dialog will ask for confirmation of any group(s) selected for deletion.

If the group selected has parameters in it at the time of deletion a dialog will prompt to either delete the group and parameters, or to move to a new group.

Shared Parameter Manager Interface

Managing Parameters

Adding Parameters

To add parameters, select a group to host the new parameters. Then click the “Add…” button in the ‘Parameters’ box.

Shared Parameter Manager Interface

In the “Create New Shared Parameters” dialog select the Parameter Group, Discipline, Parameter type and (if applicable) the Category. Type the names of each new parameter. All parameters created will use the settings selected. Once all new parameter names have been entered click the “Create” button.

Shared Parameter Manager Interface

In “Create New Shared Parameters”, click the checkbox next to a parameter to make it visible or not visible.

The Visibility checkbox allows the parameter to be invisible in the project. The parameter will still be schedule, however in the properties dialog box; the parameter will not be visible. It is not recommended to load this parameter invisible as a project parameter, it is recommended to load a parameter as invisible in a family, and then load into a project. The parameter will be visible in the family in which it was created; it will not be visible in the project, or when nested into another family.

Shared Parameter Manager Interface

If a list exists externally or to enter parameter names in a different manner, select the “Batch Add” button. A dialog similar to the Add Groups Dialog will appear and parameter names can be entered separated by an enter.

Shared Parameter Manager Interface

When finished adding parameters, select the “Create” button. The entered parameters will be added to the Shared Parameter file.

Modifying Parameters

To modify a shared parameter select a single parameter from the list. Then click the “Modify…” button in the ‘Parameters’ box

Shared Parameter Manager Interface

In the “Modify ‘parameter name’ Parameter” dialog, the name, group, Discipline, Parameter type, Category and Visibility can be changed.
In this example the spelling error “Angel” has been corrected to “Angle.” Click “OK” to accept the new settings.

Shared Parameter Manager Interface

Any changes made to the Parameter name, Discipline, Parameter Type or Category will cause a new GUID to be generated for the shared parameter. The following dialog is a warning of the ramifications of changing a parameter GUID. Click “Yes” to continue or “No” to cancel.

Shared Parameter Manager Interface

Deleting Parameter(s)

To delete a shared parameter select a parameter(s) from the list. Then click the “Delete” button in the ‘Parameters’ box

Shared Parameter Manager Interface

Deleting parameters is permanent and cannot be undone. A dialog box will be displayed asking for confirmation before deleting parameters from the shared parameter file.

Shared Parameter Manager Interface

Hint: many of the actions that can be performed on groups and parameters are also available in the right-click context menu.

Shared Parameter Manager Interface

Saving The Master Shared Parameter File

Changes are only made permanent once the master parameters file is saved. After saving, it is possible to roll back changes by using one of the backup files stored in the same directory as the master.

To save any changes to the master shared parameter file, select the “Save” button to the right of the master shared parameter file name.

Shared Parameter Manager Interface

Click close, after the “Save is Successful” dialog will confirm the save.

Shared Parameter Manager Interface

Once saved, a back-up of the original master shared parameter file will be saved in the original file path. In the file path, the back-up will appear with a .1.txt file name extension. (I.E. File name is Shared_Parameter1.txt, back-up will appear as Shared_Parameter1.1.txt). Number of back-ups saved is defaulted to 1. To change, go to options.

Source Shared Parameter Files

To open the source shared parameter file, click the “Browse…” button. The source shared parameter file will not be edited.

Shared Parameter Manager Interface

Copying Parameters or Groups from the Source to the Master

To copy shared parameters from the source to the master, select the desired parameter(s) and drag and drop them onto the desired group in the master shared parameter file.

Shared Parameter Manager Interface

The parameter(s) will be copied into the master shared parameter file, retaining all settings and GUIDs.

Shared Parameter Manager Interface

Parameters from multiple groups can be dragged simultaneously into a single group.

Shared Parameter Manager Interface

Groups can be dragged and dropped as well. When dragging and dropping a group, all parameters contained in that group will be copied too.

Filters

Filters can be used to show conflicting, duplicate and unique parameters as well as identify naming issues in parameter names for both shared parameter files, click the “Filter” dropdown box.

Shared Parameter Manager Interface

To show only parameters that match the filter criteria, click the “Show All” Checkbox.

Shared Parameter Manager Interface

Search

To search for specific parameters, click in the search bar and type in parameter name or parameter Type. The search will break down as a new character is added.

Shared Parameter Manager Interface

Click “Clear” to remove the search criteria and show all parameters.

Shared Parameter Manager Interface

Exporting Parameters

Shared Parameter Manager has the ability to export all shared parameters from a project and (optionally) any family content loaded into the project. To export parameters, click the “Export Shared Parameters” button and select either the “From project” or “From project and families” option.

Shared Parameter Manager Interface

A dialog will prompt for the location to save the new Shared Parameter file. Select the location and file name and click the “Save” button.

Shared Parameter Manager Interface

A dialog will confirm that parameters have been exported successfully.

Shared Parameter Manager Interface

It may also be desirable to use a spreadsheet editor for analysis of the shared parameters in a project. To create a spreadsheet, choose 'To Spreadsheet' when using the export function.

Exporting Shared Parameters

Selection Sets

The “Load Shared Parameters” tab is used to create selection sets. Selection sets are saved collections of Shared Parameters from one shared parameter file and all of the settings required to create project parameters from them.

Opening a Shared Parameter File

To open a shared parameter file, click the “Browse…” button.

Shared Parameter Manager Interface

Alternatively, the “Open Master” button can be used to use the same master shared parameter file from the “Manage Shared Parameters File” tab. If no master shared parameter file is selected on the “Manage Shared Parameters File” this option will be disabled.

Shared Parameter Manager Interface

Creating Selection Sets

To create a new selection set, click the “New…” button in the ‘Selection Set’ box.

Name the selection set and click the “Create” button.

Shared Parameter Manager Interface

Note: Multiple selection sets can be created, using this same process.

To add groups or parameters from the shared parameter file to the selection set, select the group or parameters then click the add arrow.

Shared Parameter Manager Interface

Note: Group name will copy over as well.

Modify Selection Sets

To rename a selection set, chose the selection set from the drop-down menu and click the “Rename” button.

Shared Parameter Manager Interface

Type in new selection set name and click the “Create (OK)” button.

Shared Parameter Manager Interface

Deleting Selection Sets

To delete a selection set, click the “Delete…” button.

Shared Parameter Manager Interface

Click “Yes” to delete or “No” to cancel.

Shared Parameter Manager Interface

To copy a selection set, click the “Copy…” button.

Shared Parameter Manager Interface

In the “Copy Selection Set” dialog, name the selection set and click the “Copy” button.

Shared Parameter Manager Interface

Sorting Shared Parameters File

The organization of the shared parameter file can be changed to make locating parameters easier. To organize the shared parameter file by shared parameter groups, click the “Group by…” drop down menu.

Shared Parameter Manager Interface

The shared parameter file can also be organized by parameter type. This will group, for example, all of the “Length” parameters together. To group by parameter type, select “Group” from the “Group By” dropdown menu.

Shared Parameter Manager Interface

Parameter Settings

The parameter settings are used when loading the selection set into a project as Revit project parameters. To configure parameters, select them from the list and define the discipline, type of Parameter, “group Parameter under”, and whether the parameter is instance (green) or type (blue). Multiple parameters can be configured simultaneously.

Shared Parameter Manager Interface

Default parameter groups can be configured to help automate the process of configuring parameters. These settings will help automatically assign the “Group parameter under” value. To setup default parameter groups click the “Configure Default Parameter Groups” button.

Shared Parameter Manager Interface

The “Set Default Parameter Groups” dialog has all parameter types on the right, and grouping options for those parameters on the left. Simply drag and drop each parameter type into the desired default group. For example, “Length” and “Angle” type parameters are typically grouped under the “Dimensions” group.

Shared Parameter Manager Interface

With default parameter groups configured, as parameters are added to the selection set they will be assigned their parameter group automatically. These groups can always be changed after the fact.

Loading Parameters Into the Project

Once all parameters have been configured the “Load Parameters…” button can be used to load each parameter in the selection set into the project as a shared project parameter.

Shared Parameter Manager Interface

Click “Yes” to load new selection set, click “No” to cancel.

Shared Parameter Manager Interface

Options

To access options, select the “Options” button at the top of the ‘Shared Parameters Manager’ dialog

Shared Parameter Manager Interface

There are several options to control the default behavior of Shared Parameter Manager

Shared Parameter Manager Interface

All options are user options, meaning they will be remembered per computer


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