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Eptura for Revit plugin

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When you have a floor plan ready for upload, then you can use our Revit plugin to publish the floor plan into Eptura.

Contents

Prerequisites

  • You have access to Eptura.
  • Your Eptura user has access to Portfolio Manager (is an admin/superuser).
  • You have access to Revit 2021 or newer on the client machine, where you will publish floor plans.

Model Requirements

Revit Models must meet the following minimum requirements to support the Eptura publishing process.

Each floor of the model to be published to Eptura must have:

  • A floor plan view containing Revit rooms.
  • An area plan view containing the gross area boundaries.

Software Installation and Configuration

Eptura for Revit - Installation

Your Eptura onboarding partner will provide you with the latest Eptura for Revit installer:

  • Eptura for Revit 2024 and earlier
  • Eptura for Revit 2025

After you have downloaded the plugin, complete the following:

  1. Run the downloaded installer and follow the instructions provided by the installation wizard.

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During installation, it is recommended to accept the default installation location:

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  1. During installation, you will be prompted for the Installation Type.
  • If your Eptura implementation includes Eptura Workplace, select the Yes, we are using Eptura Workplace option.  
  • If your Eptura implementation does not include Eptura Workplace, select the No, we are not using Eptura Workplace option.
  1. Then click the Next button to proceed.

Publishing Floor Plans

Launch Autodesk Revit and open the model with the floor to publish. The Eptura for Revit menu and ribbon displays.

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Sign in to Eptura

  1. Sign in to Eptura using the Sign In button on the Eptura for Revit ribbon.
  2. If it is the first time you have signed in, you will be prompted for your email address to sign in to Eptura.
  3. Click the Sign in button.

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If your email / username is a member of more than one tenant, you will be prompted to select a tenant.

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  1. After providing your email to sign in to Eptura either via SSO or manually.

Sign in with SSO (Single Sign On)

If you sign in with SSO then you will be re-directed to authenticate with your identity provider.

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Sign in with Form Authentication (Manually)

Or if you sign in with an email, then you will be redirected to authenticate with Eptura, see Sign in to Eptura - Sign in with Form Authentication (Manually).

After successful sign in, the Eptura for Revit toolbar items will be enabled.

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Configure Model Properties

  1. First, configure the model for publishing.
  2. From the menu, click Model Properties.

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The model properties form allows mapping Revit levels to Eptura floors.

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  1. Select the Eptura Building to associate with the Revit model.
  2. For each floor plan to be published, select the Revit level and specify the associated Eptura floor.
  3. When you are finished mapping Revit levels to Eptura floors, click the OK button to save the Model Properties to Eptura.  

Review Spaces

After configuring the model properties, verify spaces to be published.

From the ribbon, click the Spaces.

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The Spaces form provides a space count and total area of the floor, as well as details of each space, which will be published. 

The Spaces command requires that the current view be a Floor Plan or Area Plan.

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Publish Floor

  1. From the ribbon, click the Publish button.

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  1. All of the default settings in the Publish Floor dialog are correct then click the Publish button.  

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The user will be notified that the publishing process is in progress.

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  1. The user will be notified when the publishing process is complete, click the OK button.

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After publishing, the floor plan is available in Eptura.

Publish Space Types

Space types can be optionally published for shape and marker floor plans.  

Space types can be published under the following conditions:

  • Space Types must exist in the Space Service.  Space Types are configured in the Space Types tool, available from Eptura Home.
  • Space Types that don’t exist in the Space Service will be published as default space type Unknown.
  • Space Types will only be published the first time a floor plan is published. Once the Space Type is published/established for a space, they must be managed (changed) in Portfolio Manager.
  • Space Types will only be published when a floor plan is republished, if the space has the default space type of Unknown in the Space Service.

To publish space types with Revit, the Space Type must use the Room Name attribute of the Room Tag.

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To publish space types enable the Publish Space Types toggle in the Spaces command.

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Application Settings

From the ribbon, click Settings > Application Settings.

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Application Settings includes options to control client and server logging.

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Troubleshooting and Errors

If errors occur at any point, details can be found in the View Client Log.

From the ribbon, click Settings > View Client Log.

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