Share a model in Tekla Model Sharing

Tekla Structures
2020
Tekla Structures
Tekla Model Sharing

Share a model in Tekla Model Sharing

When you start sharing your model in Tekla Model Sharing, you need to be logged in with your Trimble Identity in Tekla Structures. If you are not logged in, the Trimble Identity log in dialog box opens. You can invite other users to the models that you share.

Start sharing a model

When you start sharing a model in Tekla Model Sharing, you become the Owner of the model.

Note that to start sharing a model, you need to belong to an organization as an employee. If you have an external license, you cannot have model ownership, so you cannot start sharing a model. For more information about employees and external license users, see Manage Trimble Identities and Tekla Online licenses.

  1. Open a single-user model that you want to share.
  2. On the File menu, click Sharing > Start sharing.

    The Start sharing dialog box opens.

  3. Select the service from the Service list.

    When you use Tekla Model Sharing for the first time and the on-premises sharing service is enabled, you need to select the service from the Service list. You can set up and use an on-premises service connection, or you can use the Tekla service. Tekla Model Sharing on-premises server requires a separate license and installation.

  4. If needed, enter a Code and a Description for the model.
    • Code can be a site number, a project number, or an accounting number, for example.
    • Type a description according to your company conventions.
  5. Invite other users to share your model by typing their email addresses to the Invite users box and set their user role to either Editor, Owner, Project viewer, or Viewer.

    You can add several users at one go. Separate the email addresses with semicolons. Do not use spaces between the email addresses. If you add several users at one go, they all get the same user role. The role can be changed later.

  6. Click the Add button to add the users to the model.
  7. Select the Send e-mail notification to user. check box to send a notification email to the invited users, and write a message to the users.
  8. Click the Start button to start sharing your model.

    The model is saved and written out to the sharing service.

When you open the model the next time, you have two alternatives:

  • In the Tekla Structures start screen when you open Tekla Structures:
    1. Go to the Shared models tab and log in with yourTrimble Identity.
    2. Click Continue to open the Shared models dialog box.
    3. Select the Show shared models on this computer check box to list the models.
    4. Click Join.

    You can also open shared models on the Recent or All models tabs. Log in with your Trimble Identity to read in and write out.

  • In File > Open > Browse shared models.

Invite new users to a shared model

  1. Open the shared model to which you want to invite new users.
  2. On the File menu, click Sharing > Users.
  3. In the Users dialog box, type the email addresses of new users in the Invite users box, and set their user roles to either Editor, Owner, Project viewer, or Viewer.

    You can add several users at one go. Separate the email addresses with semicolons. Do not use spaces between the email addresses.

    If you add several users at one go, they all get the same user role. The roles can be changed later.

  4. Click the Add button to add the new users to the model.
  5. If necessary, modify the user roles of the new users.
  6. Select the Send e-mail notification to user. check box to send a notification email to the invited users, and write a message to the users.
  7. Click Save changes to invite the users.

Modify user roles in Tekla Model Sharing

User roles define a user's permissions to view and modify the shared model. There are four different user roles in Tekla Model Sharing: Owner, Editor, Project viewer, and Viewer. When you start sharing your model in Tekla Model Sharing, you become the Owner of the model. The Owner can invite other users to join in the model and give them one of the four roles.

The permissions of the four different user roles are described in the table below:

Role Permissions

Owner

Users with the Owner role can:

  • Read in other users' changes and write out their own changes to the sharing service

  • Invite new users

  • List other users and change their roles

  • Remove users from the model

  • Remove the model instance and all the model related data from the sharing service

  • Change the model code and description properties

Several users can have the Owner role within one model. The Owner who has started to share the model can give the Owner role to any selected user.

Editor

Users with the Editor role can:

  • Read in other users' changes and write out their own changes to the sharing service

  • Edit the model

  • List other users

Project viewer

Users with the Project viewer role can:

  • Read in other users' changes and write out their own changes to the sharing service

  • View the model, but they cannot modify the model objects

  • List other users

Users with the Project viewer role cannot:

  • Modify user-defined attributes that affect numbering

  • Insert and modify grids

  • Import and update models that would create beams and other objects

Note that when you open the model in the Project viewer role, restarting Tekla Structures is required.

The permissions of the Project viewer role in a shared model correspond with the set of functionalities available in the Project Viewer configuration.

Viewer

Users with the Viewer role can:

  • Read in other users' changes

  • View the model

Users with the Viewer role cannot:

  • Write out any changes to the sharing service

  • Modify the model objects

  • Use the export commands

Note that when you open the model in the Viewer role, restarting Tekla Structures is required.

Note that your permission to access the shared model is removed when you detach the model from the sharing using one the following methods:

A user with the Owner role can change the role of a user as follows:

  1. Open the shared model whose user roles you want to modify.
  2. On the File menu, click Sharing > Users.
  3. In the Users dialog box, select the user whose role you want to modify.
  4. Click the arrow in the Role column, and select a new role for the user in the list.
  5. If you want to send an email notification to the user whose role has been changed, select the Send e-mail notification to user. check box.
  6. If needed, type a short message that you want to attach to the email notification.

    If you include a message, all the invited users and the user whose role has been changed receive the same message.

  7. Click Save changes.

Remove users from a shared model

Users with the Owner role can remove unnecessary users from a shared model.

  1. On the File menu, click Sharing > Users.
  2. In the Users dialog box, select the user that you want to delete.
  3. Click the button to remove the user's permissions to access and modify the model.

    If you clicked the button accidentally, you can click the button again to cancel removing the user's permissions.

  4. Repeat steps 2 and 3 for all users that you want to remove from the model.
  5. Click Save changes to remove the users from the model.

View information on users and sharing action

When you want to check the Tekla Model Sharing users and the basic sharing actions on the model, or invite new users to the shared model, open the Users dialog box in File > Sharing > Users.

Option Description

Name

Name of the user.

E-mail

Email address of the user.

Role

Role of the user: Owner, Editor, Project viewer, or Viewer.

When you start to share a model, you become the Owner of the model and you can set other users' roles. The roles can be changed later, if needed.

Use the different roles to control the permissions of users regarding the shared model.

Note that there can be more than one Owner within one model.

Joined

Indicates whether the invited user has joined the model.

Date

Date when the user has joined the model.

By

Person who invited the user or changed the user role the last.

Last read in

Date when the user last read in.

Number with the arrow down indicates the total number of update packets available in the sharing service.

The number next to the arrow indicates how many of the packets the user has read in.

Last write out

Date when the user last wrote out.

Number with the arrow up indicates the total number of update packets available in the sharing service.

The number next to the arrow indicates the number of the last packet that the user has written out.

Remove the selected user's permissions to the model.

Only users with the Owner role can remove other users from the sharing service.

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