Chapter 27

Managing and Sharing Your Drawings

Whether you’re a one-person operation working out of your home or one of several hundred Autodesk® AutoCAD® software users in a large company, file sharing and file maintenance can become the focus of much of your time. In our interconnected world, the volume of messages and files crossing our paths seems to be increasing exponentially. In addition, the Internet has enabled us to be more mobile, adding yet more complexity to file management and data sharing tasks.

In this chapter, you’ll learn about some of the tools AutoCAD offers to help you manage your files and the files you share with others. You’ll also examine some general issues that arise while using AutoCAD in a workgroup environment. You may find help with problems you’ve encountered when using AutoCAD.

In this chapter, you will learn to:

  • Share drawings online
  • ePublish your drawings
  • Get started with Autodesk 360
  • Manage your drawings with DesignCenter and the tool palettes
  • Search your drawing library with Content Explorer
  • Establish office standards
  • Convert multiple layer settings

Sharing Drawings Online

AutoCAD gives you tools that enable you to post drawings on the Internet that others can view and download. In the architecture, engineering, and construction (AEC) industry in particular, this can mean easier access to documents needed by contractors, engineers, cost estimators, and others involved in the design, bidding, and construction of building projects. Suppliers of products can post symbol libraries of their products or even 3D solid models.

In the following sections, you’ll learn about the tools AutoCAD provides for publishing and accessing drawings over the Internet (and on any local or wide area network). You’ll start by looking at one of the most common uses of the Internet: file transmission.

Sharing Project Files with eTransmit

Whether you’re a one-person office or a member of a 50-person firm, you’ll eventually have to share your work with others outside your building. Before eTransmit existed as a feature in AutoCAD, you had to examine what you were sending carefully to make sure you included all the ancillary files needed to view or work on your drawings. Xref, font, and custom linetype files all had to be included with the drawings that you sent to consultants or partners in a project, and often one of these items was omitted from the transmission.

By using eTransmit, you can quickly collect all your project drawings into a single archive file, or you can store the files in a separate folder for later processing. This collection of files is included with a report file as a transmittal. Try the following to see how eTransmit works:

1. In AutoCAD, open a file you intend to send to someone and then choose Publish ⇒ eTransmit from the Application menu to open the Create Transmittal dialog box (see Figure 27-1). If you’ve edited the file before choosing eTransmit, you will see a message telling you that you must save the drawing before continuing.

Figure 27-1 Creating a transmittal

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2. In the dialog box, a tree structure lists the files that are included in the transmittal. If you need to add more files to the transmittal than are shown in the list, you can click the Add File button to open the Add File To Transmittal dialog box. To remove files, expand the listed item and remove the check mark that appears next to the file you want to exclude. You can also use the Files Table tab to view the files as a simple list.
3. Click in the Enter Notes To Include With This Transmittal Package box, and enter a description or other note.
4. In the Select A Transmittal Setup group, click the Transmittal Setups button to open the Transmittal Setups dialog box (see Figure 27-2). Here, you can create a new transmittal or rename or modify an existing one.

Figure 27-2 Choose whether to create from scratch or edit an existing transmittal.

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5. Click the Modify button to open the Modify Transmittal Setup dialog box (see Figure 27-3).

Figure 27-3 Set your transmittal options.

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6. In the Transmittal Package Type drop-down list, select the format for your collection of files. You can create a Zip or self-extracting executable archive, or you can save the files in a folder.
If you choose the Zip or executable option, you can also add a password by selecting the Prompt For Password check box in the Actions group of the dialog box. The person receiving the transmittal file must then enter a password to extract the files. If you choose the Folder option, you can tell AutoCAD where to place the files by using the Browse button to the right of the Transmittal File Folder drop-down list. For this exercise, choose the Folder option in the Transmittal Package Type list.
7. Click the Browse button next to the Transmittal File Folder drop-down list to open the Specify Location Folder dialog box. This is a typical AutoCAD file open dialog box that you can use to select a location for your files.
You can use the Create New Folder tool to create a new folder for your files. You’ll want to keep your transmittal files separate from other files. After you select a location, click Open to return to the Modify Transmittal Setup dialog box.
8. After you’ve set up your transmittal, click OK. Then click Close in the Transmittal Setups dialog box.
9. Preview the report file by clicking the View Report button in the Create Transmittal dialog box. This report gives you a detailed description of the types of files included in the transmittal. It also alerts you to files that AutoCAD was unable to find but that are required for the drawing.
10. Close the report. After you’ve set up the eTransmit options, click OK in the Create Transmittal dialog box.
11. If you selected the Zip option in step 6, you see the Specify Zip File dialog box. Enter a name and a location for the file and AutoCAD collects the files into an archive folder or a Zip file. You can then send the files over the Internet or put them on a removable disk for manual transport. The Self-Extracting Executable option works in a similar way.

You probably noticed that you can create additional transmittal setup options in the Transmittal Setups dialog box. That way, you can have multiple transmittal options on hand that you don’t have to set up each time a different situation arises. For example, you might have the Standard setup configured to create a Zip file and another setup configured to copy the files into a folder. A third setup might be created with a password.

Several options are available for configuring the transmittal setup. Table 27-1 gives a rundown of those options.

Table 27-1: Modify Transmittal Setup dialog box options

OptionPurpose
Transmittal Package TypeLets you select Folder, Zip, or Self-Extracting Executable.
File FormatLets you select 2013, 2010, 2007, 2004, or 2000 file formats in case your recipient requires an earlier version.
Maintain Visual Fidelity For Annotative ObjectsMaintains visual fidelity for annotative objects when drawings are viewed in AutoCAD 2007 and earlier.
Transmittal File FolderLets you determine the location for your transmittal package.
Transmittal File NameNot available if you select Folder as the transmittal package type. Options are Prompt For A Filename, Overwrite If Necessary, and Increment File Name If Necessary.
Use Organized Folder StructurePreserves the folder structure for the files in the transmittal. This can be important when Xref and other files are located across several folder locations.
Place All Files In One FolderSelf-explanatory.
Keep Files And Folders As IsPreserves the entire folder structure for the files in the transmittal.
Include FontsTells AutoCAD to include the font files in the transmittal.
Include Textures From MaterialsLets you include bitmap files that are part of a file’s material settings.
Include Files From Data LinksLets you include external data-link files for tables.
Include Photometric Web FilesLets you include photometric web files for 3D lighting models.
Include Unloaded File ReferencesLets you include references for unloaded Xref files.
Send E-Mail With TransmittalLets you send an email with the files included as an attachment.
Set Default Plotter To ‘None’Removes any reference to printers or plotters that you’ve set up for the drawing. (The type of printer you’ve set up for your files is stored with the drawing file.)
Bind External ReferencesLets you bind external references to the drawings that contain them if it isn’t important for the recipient to maintain the external references as separate drawings.
Prompt For PasswordGives you the option to password-protect the transmittal file.
Purge DrawingsPurges drawings of unused elements.
Transmittal Setup DescriptionLets you add a description to the transmittal file.

eTransmit gives you a quick way to package a set of files to be sent to others working on the same project. But you may need to offer a wider distribution of your files. You might want to let others view and plot your drawings from a website without exposing your drawing database to anyone who might visit your site. If this sounds like something you would be interested in, you’ll want to know about the AutoCAD DWF file format, which lets anyone view AutoCAD files whether or not they own the program. You’ll learn more about the DWF file format in the section “ePublishing Your Drawings” later in this chapter.


AutoCAD and Mobile Devices
If you’ve been hoping to work with AutoCAD files on mobile devices, such as smartphones or tablets using Apple iOS and Android operating systems, you’re in luck. AutoCAD® WS enables you to view and perform basic editing on AutoCAD files that have been uploaded to the AutoCAD WS website. You can download and install the AutoCAD WS app from the applicable App Store or Marketplace. In addition, any PC can be used to view and edit drawings on the AutoCAD WS website, whether or not you have AutoCAD installed.
The site is subscription based, but it’s free, and even if you’re not using a mobile device, you might consider using the AutoCAD WS website to share files with others. If you have AutoCAD installed on your PC, an AutoCAD plug-in lets you seamlessly open, edit, and upload drawings to your AutoCAD WS account. If you’re on a PC that doesn’t have AutoCAD, you can upload, download, and edit a drawing using the basic editor that runs in your browser. To start an account, just go to www.autocadws.com and sign up.

Protecting AutoCAD Drawing Files

Because AutoCAD drawings specify the methods and materials used to produce an object or a building, they are frequently treated like legal documents. After an AutoCAD drawing is issued, it’s often archived and guarded as a legal record of a design. For this reason, many AutoCAD users are concerned about possible tampering with drawings that are sent to third parties. Even minor unauthorized changes to a drawing can have major repercussions on the integrity of a design.

AutoCAD 2014 offers tools that can help minimize file tampering. The eTransmit feature offers a password-protection option to reduce the possibility of unauthorized tampering with transmittal files. AutoCAD also offers password protection for individual files as well as a digital signature feature that helps protect both the author of a drawing and the recipient in the event of file tampering.

Adding Password Protection to Files

The basic type of file protection is password protection of individual files. AutoCAD offers password protection through the Save Drawing As dialog box and the Options dialog box.

To add a password to a drawing when you save it, do the following:

1. Choose Save As from the Application menu to open the Save Drawing As dialog box.
2. Choose Tools ⇒ Security Options in the upper-right corner of the dialog box.
3. In the Password tab of the Security Options dialog box, enter a password or phrase in the input box.
4. Click OK. You’re prompted to enter the password again.
5. Enter the password again, and click OK to return to the Save Drawing As dialog box.
6. Enter the name and location of your file, and then click Save.

In addition to adding password protection through the Save Drawing As dialog box, you can use the Options dialog box:

1. Choose Options from the Application menu to open the Options dialog box, and then click the Open And Save tab.
2. Click the Security Options button in the File Safety Precautions group to open the Security Options dialog box.
3. Enter your password, select other options as necessary, and then click OK. You may have to enter your password a second time to confirm.

As a third option, you can enter Securityoptions↵ at the Command prompt to go directly to the Security Options dialog box.

After you’ve added a password, anyone attempting to open the file will be asked to provide the password. This includes any attempt to use the file as an Xref or a file insertion.


AutoCAD Remembers That You’ve Opened a File
After you give the password and open a password-protected file, you can open and close the file repeatedly during that AutoCAD session without having to reenter the password. If you close and reopen AutoCAD, AutoCAD will prompt you for a password the next time you attempt to open the password-protected file.

Using a Digital Signature

In addition to password protection, you can use a digital signature to authenticate files. A digital signature can’t prevent someone from tampering with a file, but it offers a way to validate whether a file has been modified after it has been saved. This protects you in the event that your file is unofficially altered. It also protects the recipient of your file by verifying the file’s authenticity and by verifying that it was not altered from the time it left your computer.

The first time you attempt to use the digital signature feature, you see a message telling you that you need a digital ID. AutoCAD uses a digital ID issued by any certificate authority, such as VeriSign, a company that specializes in Internet security. The VeriSign digital ID service is fee based, with prices ranging from about $15 for a basic one-year enrollment to nearly $700 for a professional-level ID. A free 60-day trial is also offered. The following steps show how to acquire a digital ID:

1. From the Windows Taskbar, choose Start ⇒ (All) Programs ⇒ Autodesk ⇒ AutoCAD 2014 ⇒ Attach Digital Signatures. Or, from AutoCAD, enter Securityoptions↵ to open the Security Options dialog box and then click the Digital Signature tab. The Digital Signatures – Digital ID Not Available warning dialog box appears.
2. Click the Obtain ID button. Your web browser opens at the Symantec VeriSign page.
3. Select the security services you want, and follow the rest of the instructions.

After you’ve obtained a digital ID, the signature resides in the Registry on your computer. You can then access the digital ID from AutoCAD by using the Digital Signature tab of the Security Options dialog box. Here are the steps:

1. Open the drawing to which you want to attach the digital signature, and then open the Security Options dialog box by entering Securityoptions↵ at the Command prompt.
2. Click the Digital Signature tab (see Figure 27-4).

Figure 27-4 Attach a signature.

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3. Select the Attach Digital Signature After Saving Drawing option. The Signature Information options become available. You can add a date stamp and a brief description.
4. Click OK to exit the dialog box.

The next time you save the file, depending on the level of security you chose during the digital ID setup, you may be prompted for a password. After you enter the password, the file is saved.

The next time the file is opened, you’ll see the Digital Signature Contents dialog box (see Figure 27-5), which verifies that no one has tampered with the drawing.

You’ll also see a stamp icon in the lower-right corner of the AutoCAD window. You can click this icon at any time to view the file’s digital signature status. You can also issue the SigValidate command to view the status.

A file containing a digital signature displays a warning when the user attempts to save the file after making modifications (see Figure 27-6). If the user continues to save the file, the signature is detached and no longer displays the Digital Signature Contents dialog box when opened.

Figure 27-5 The signature is verified when the file opens.

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Figure 27-6 Checking signature status

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If you need to update a drawing that contains your digital signature, you can do so and then use the Security Options dialog box to reissue the digital signature.

Adding Your Digital Signature to Multiple Files

If you have multiple files to which you’d like to attach your digital signature, you should use the Attach Digital Signatures utility. This program runs outside AutoCAD, and it provides a convenient way to attach your digital signature to a set of drawings. Here’s how it works:

1. From the Windows Taskbar, choose Start ⇒ All Programs ⇒ Autodesk ⇒ AutoCAD 2014 ⇒ Attach Digital Signatures to open the Attach Digital Signatures dialog box (see Figure 27-7).
2. Click the Add Files button to locate and select files. You can also search for files in a particular folder by clicking the Search Folders button. The files you add appear in the Files To Be Signed list box.

Figure 27-7 Signing multiple files

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3. If you decide to remove a file from the list box, highlight it and then click Remove. You can also remove all the files from the list by clicking Clear List.

A Digital ID Is Required
If you haven’t obtained a digital ID, you see a message telling you that no valid digital ID is available on your system. To proceed, you’ll have to obtain a digital ID from a certificate authority such as VeriSign, as described earlier in “Using a Digital Signature.”

4. The rest of the dialog box is the same as the Digital Signature tab of the Security Options dialog box. You can enter the date and time and a comment for the files you’ve selected.
5. Click Sign Files when you’re sure you’ve selected the correct files and entered an appropriate comment.

If you exchange AutoCAD drawings regularly with clients and consultants, you’ll want to obtain a digital ID and use the digital signature feature. Be aware, however, that because this feature was new in AutoCAD 2004, it works only if you exchange files with others using AutoCAD 2004 or later. In fact, a quick way to remove a digital signature from a file is to save the file in the AutoCAD 2000 or Release 14 file format.

If you intend to use the password feature in conjunction with your digital signature, you must add the signature first before adding the password.


Digital IDs and PDFs
In today’s offices, PDFs are being used often for submittals, which are common documents used during the construction phase of a project. In the past, paper submittals were stamped to validate their review by an architect. PDF submittals can be “stamped” using digital IDs that are unique to the individual who is reviewing the submittal. If you’ve obtained a digital ID from VeriSign and you have the full version of Adobe Acrobat, you can use the Acrobat Advanced Security and stamp features to apply an ID to any PDF document. Acrobat will also generate its own digital ID. Unfortunately, the ID from Acrobat cannot be used with AutoCAD.

ePublishing Your Drawings

The features discussed so far are intended mostly for exchanging files with others who need to work directly with your AutoCAD files. However, there are always associates and clients who need to see only your final drawings and don’t care whether they get AutoCAD files. Alternatively, you might be working with people who don’t have AutoCAD but still need to view and print your drawings. For those non-AutoCAD end users, AutoCAD offers the DWF file format.

You can think of the DWF file format as a kind of Adobe Acrobat file for AutoCAD drawings. DWF offers a way to get your plans and design ideas in the hands of more people more easily. With the help of the free Autodesk® DWF™ Viewer—equivalent to the Adobe Reader for Acrobat PDF documents—DWF files can be viewed using the same types of pan and zoom tools available in AutoCAD, which allows greater detail to be presented in your drawings. In addition, you can embed URL links that can open other documents with a single mouse click. These links can be attached to objects or areas in the drawing.

You can also print DWF files using your Windows system printer or plotter, all without having AutoCAD installed. A single DWF file can contain multiple drawing sheets, so you can combine a complete set of drawings into one DWF file. By default, AutoCAD saves DWF files in the DWFx format that is compatible with the Windows 8, Windows 7 and Vista XPS formats.

Exchanging Drawing Sets

Imagine that you’re working on a skylight addition to a house and you need to send your drawings to your client for review. In addition to the skylight plans, you want to include some alternate floor plans that your client has asked you to generate. In this exercise, you’ll put together a set of drawings that will become a single DWF file that you’ll send as an email attachment to your client:

1. Open the Sample house.dwg file, which can be found in the Chapter 27 folder of the sample files. The file has several layout views, each representing a separate drawing sheet.
2. Click the Save tool in the Quick Access toolbar. If you don’t do this, the Publish tool you use later will ask you to do it.
3. Choose Publish from the Application menu to open the Publish dialog box (see Figure 27-8). You can also type Publish↵. The dialog box lists all the layouts in its main list box, including the Model layout, which is equivalent to the Model Space tab. (See Chapter 8, “Introducing Printing, Plotting, and Layouts,” for more on layouts.)

Figure 27-8 Choosing the layouts to publish

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4. In the list box, Ctrl+click Sample House-Model, Sample House-Foundation Details, and Sample House-Skylite Details to select them. You don’t want to include these layouts in your DWF file.
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5. Right-click in the sheet list area and choose Remove, or click the Remove Sheets button just above the list of sheets. The items you selected are removed from the list.

At this point, you could go ahead and create a DWF file. However, suppose you want to include layouts from a file that isn’t currently open? The following steps show you how to accomplish this:

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1. Right-click and choose Add Sheets or click the Add Sheets button to open the Select Drawings dialog box.
2. Locate and select the sample house alt.dwg file, which can be found in the Chapter 27 folder of the sample files. You see two new items, Sample House Alt-Model and Sample House Alt-Alternate Plan, in the list box. These are the layout and model views contained in the sample house alt.dwg file.

Automatically Excluding Layouts
In step 2 of the previous exercise, the Model tab was imported. You can prevent Model tabs from being included in the sheets list by turning off the Include Model When Adding Sheets option. This option is located in the context menu when you right-click in the Sheets list.

All the sheets your client needs appear in the list box. You’re ready to create the DWF file:

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1. Save the current list in case you want to reproduce it later. Click the Save Sheet List button. The Save List As dialog box, which is a standard file dialog box, appears.
2. Select a location and name for the sheet list and click Save.
3. Back in the Publish dialog box, in the Publish To drop-down list near the top of the dialog box, make sure that the DWF option is selected. Notice that you can also select Plotter Named In Page Setup, DWFx, and PDF.
4. Turn off the Publish In Background option. By turning off this feature, you’ll get your results faster.
5. Click the Publish button. The Specify DWF File dialog box appears. This is a standard file dialog box in which you can find a location for your DWF file and also name it. Select a name and location for the DWF file. By default, AutoCAD uses the same name as the current file and the folder location of the current file. You can also set up a default location in the Publish Setup dialog box.
6. Once AutoCAD is finished publishing your drawings, you can view the DWF file using the Autodesk® Design Review program.
7. Go back to AutoCAD, and click the Plot And Publish Details Report icon in the right side of the status bar. The Plot And Publish Details dialog box appears, offering detailed information about the sheets you published. You can then click the Copy To Clipboard button to export the list to a file as a record. If you want to recall this dialog box later, you can do so by choosing Print ⇒ View Plot And Publish Details from the Application menu.

You may notice that when you click the Publish button in the previous exercise, AutoCAD behaves as if it’s printing the layouts in your list—and that is exactly what it’s doing. AutoCAD uses its own DWF printer driver to “print” your drawings to a DWF file. AutoCAD uses the layout settings from the Plot dialog box for each layout to produce the DWF pages.

Exploring Other Publish Options

A few more options are available when you use the Publish feature. Let’s take a moment to review some of the options in the Publish dialog box toolbar:

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  • The Preview tool lets you preview a sheet based on the current settings.
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  • The Add Sheets tool lets you add sheets to the list. The Remove Sheets tool removes a selected item from the list.
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  • The Move Sheet Up and Move Sheet Down tools let you move an item in the list up and down. These are important options because the order of drawings in the list determines the order that the drawings will appear in the Autodesk DWF Viewer. The item at the top of the list appears first, the next one on the list is second, and so on.
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  • The Load Sheet List and Save Sheet List tools let you load and save the list you’ve compiled, respectively. It’s a good idea to save your list in case you need to reproduce the DWF file at some future date.
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  • You can use the Plot Stamp Settings tool to specify the data you want to include in the plot stamp. This tool opens the Plot Stamp dialog box. (See Bonus Chapter 3, “Hardware and Software Tips,” for more on the Plot Stamp dialog box.)

Context Menu Options

If you right-click an item or a set of items in the Publish dialog box list box, you see a menu with the standard options mentioned earlier plus some additional options. You’ll want to know about a few of these options.


Viewing DWF Files
The Autodesk Design Review program offers a fast and simple way to view DWF files, and as we mentioned earlier, it’s free.
If the person receiving your DWF file doesn’t have a copy of the Autodesk DWF Viewer, send them to the Products page of the Autodesk website (www.autodesk.com) to download their own copy. The download file is relatively small, and it is easily downloaded. If they are using Windows 7, 8, or Windows Vista, they won’t need the viewer since the default DWF file format (DWFx) is XPS compatible.

By default, AutoCAD applies the existing layout settings for each layout when it produces the DWF file. These are the settings found in the Plot Or Page Setup dialog box and include the sheet size, scale, and page orientation. The Change Page Setup option lets you use a different set of layout settings for a selected layout in the list. To use this option, you must have saved a page setup in the file’s Page Setup or Plot dialog box. (See Chapter 8 for more on the Page Setup dialog box and its options.) You can import a page setup from a different AutoCAD file, or you can assign a page setup to a sheet. Do this by clicking the sheet name and selecting a page setup from the list box that appears in the Page Setup column.

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To change the page setup for multiple sheets, select the sheets from the list first and then select the setup from the list box.

If you happen to have two layouts with the same name, right-click a layout name, and then select the Rename Sheet option on the context menu to rename a layout. The Copy Selected Sheets option adds copies of selected layouts to the list. The copies have the word copy appended to their names. The last two items in the context menu let you control what is displayed in the list box. Include Layouts When Adding Sheets controls whether layouts are automatically imported from a drawing into the list box. Include Model When Adding Sheets controls whether Model Space views are automatically imported from a drawing into the list box.

The Publish Options Dialog Box

You can set up additional options by clicking the Publish Options button in the Publish dialog box. You’ll then see the Publish Options dialog box (see Figure 27-9).

Figure 27-9 Publish Options dialog box

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This dialog box offers options for the location and type of output. The Default Output Location group lets you select the location for DWF files. The General DWF/PDF Options group lets you choose between a multisheet DWF file, which combines multiple sheets into one file, and single-sheet DWF files, which create a file for each sheet. If you choose the multisheet file option, you have the added option to specify a default name for your DWF files or to have AutoCAD prompt you for a name each time you create a DWF file. The DWF Data Options group lets you add password protection to the DWF file by using the Password option. If your drawing contains 3D information, you can use the options in the 3D DWF Options group, which control Xref hierarchy and materials.

Creating a DWF File by Using the Plot Dialog Box

Another way to create DWF files is through the Plot dialog box. If you need to create a DWF file of only a single sheet, you may want to use the Plot dialog box because it’s a simple and familiar procedure.

Open the file that you want to convert to DWF, and then proceed as if you’re going to plot the drawing. In the Plot dialog box, select DWFx ePlot (XPS Compatible).pc3 or DWF6 ePlot.PC3 from the Name drop-down list in the Printer/Plotter area. The DWFx ePlot (XPS Compatible).pc3 option creates a file that is readable in Windows 8, Windows 7 or Windows Vista without the need for any special viewing program.

Proceed with the plot the normal way. When AutoCAD would normally send the drawing to the printer, you’ll see a dialog box asking you to enter a name for your plot file and finish with the rest of the plot. You can control the DWF plot as you would any plot.

In addition to using the settings available in the Plot dialog box, you can make some special configuration adjustments to the DWF plotter configuration file. Here is where to find those configuration settings:

1. Right-click the Quick View Layouts tool in the status bar, and select Page Setup Manager to open the Page Setup Manager dialog box. Select a setup from the Page Setups list, and then click Modify to open the Page Setup dialog box.
2. Make sure the DWFx ePlot (XPS Compatible).pc3 configuration file is listed in the Name list box of the Printer/Plotter group.
3. Click the Properties button to the right of the Name drop-down list to open the Plotter Configuration Editor dialog box.
4. Make sure the Device And Document Settings tab is selected, and then click Custom Properties in the list box (see Figure 27-10).

Figure 27-10 Controlling the plotter configuration file

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5. Click the Custom Properties button that appears in the lower half of the dialog box to open the DWFx ePlot (XPS Compatible).pc3 Properties dialog box. Here you can set the resolution, format, background color, and paper boundary for your DWF file. You can also specify whether to include layer and font information.
6. Click OK after selecting your settings. The Plotter Configuration Editor dialog box reappears. After you’ve set the custom properties, you can save any new settings in the DWFx ePlot (XPS Compatible).pc3 file, or you can create a new DWFx ePlot (XPS Compatible).pc3 plot-configuration file. To save any setting changes, click the Save As button and select the PC3 file in which you want to save the settings. For more information about PC3 plot configuration files, see “Fine-Tuning the Appearance of Output” in Bonus Chapter 3.
7. Click OK in the Plotter Configuration Editor dialog box to return to the Page Setup dialog box.
8. Click OK to exit the Page Setup dialog box, and then close the Page Setup Manager.

After you select your custom configuration settings in step 5, you needn’t open the Plotter Configuration Editor dialog box again the next time you plot a DWF file. If you save your new settings as a new PC3 file, you can select it from the File drop-down list in the Plotter Configuration group. You don’t have to reenter the custom settings.

You can either use the Publish feature described in the previous section to create single or multiple DWF files or create DWF files directly through the Plot dialog box. You can post the output from either method to a website to offer a wide distribution of your drawings. Just create a link to the DWF file from your web page. Be aware that persons attempting to view your DWF file from a web browser will need a copy of the free Autodesk DWF Viewer program that lets them view AutoCAD DWF files. The Autodesk DWF Viewer is automatically installed with AutoCAD 2014.

Sharing Files with Autodesk 360

Whether you share native AutoCAD DWG files or share files using the DWF format, you have a number of ways to convey the files to those who need them. Downloading from websites, transferring via FTP, and exchanging through email are all common methods for sharing files, but they are limited and can leave a user wanting more flexibility.

Autodesk offers the free Autodesk 360 service, which enables you to share files in a much more open and organized fashion. With Autodesk 360, you can make files available to others in a way that is similar to how you would make files available on an FTP site or a website, with the addition of more easily controlled access. You can track the shared history of a document or set of documents and organize files to suit nearly any project requirement.

Getting Started with Autodesk 360

To appreciate what Autodesk 360 can do for you, you’ll want to try out some of its features. The entry point to the cloud service is the Autodesk 360 Sign In option in the InfoCenter. Try the following to get started:

1. Click Sign In from the drop-down list in the InfoCenter and select Sign In To Autodesk 360 (Figure 27-11). If you are not signed in with your Autodesk ID already, the Autodesk – Sign In dialog box appears first.

Figure 27-11 The Sign In To Autodesk 360 menu option and the Autodesk 360 welcome window

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If you haven’t already set up an Autodesk ID, click the Need An Autodesk ID link at the bottom of the Sign In window; otherwise enter your sign-in information.
After you log in, the Autodesk 360 welcome window appears. This window only appears the first time you log in to Autodesk 360.
2. Under the Automatic Cloud Storage setting, select Only For The Documents That I Select.
3. For now, uncheck the Sync My Settings With The Cloud option.
4. Click OK. You’ll see the Autodesk Cloud login window.
5. Once you’ve signed into your Autodesk account, the InfoCenter Sign In drop-down list offers a new set of options (Figure 27-12).

Figure 27-12 The InfoCenter Sign In drop-down list with new options

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6. Click the Sign In drop-down list and select Autodesk 360. Your default browser opens and the Autodesk Cloud site appears.
7. Click the Sign In button and enter your Autodesk ID information again. The Autodesk Cloud Home page opens, displaying a record of your activity.
8. Click the Documents tab in the upper-left corner of the page to open the Documents page. Figure 27-13 shows this page with a few files to give you an idea of how they appear. You can switch between a thumbnail view and a list view by using the icons to the right of the Sort By drop-down list.

Figure 27-13 The Autodesk Cloud Documents page showing several documents

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The Autodesk Cloud Documents page has three main parts. The largest area is a file view panel, where your files appear. Across the top is the menu bar that offers a set of actions you can apply to your files. To the left is a column of display filters that help you keep your drawings organized.

Let’s take a look at the menu bar. You can click the Upload option to upload files. This option opens the Upload Documents dialog box. You can then click and drag files into the Drag And Drop Here panel. The filename appears in the list box below (Figure 27-14). You can also just click and drag files into the blank file area to open the Upload Documents dialog box.

Figure 27-14 The Upload Documents dialog box

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The New Folder option creates new folders in the current file view panel. To the right of the New Folder option are two icons: Actions and Categories. To use these icons, you first need to select a file or set of files from the file view panel. Files can be selected by clicking the check box next to the filename. The Actions icon displays a menu that offers options to download, share, move, rename, or delete your files.

The Categories icon displays a menu that enables you to assign your files to a category that you create. You can create categories in the panel to the left by clicking the arrowhead to the right of the Categories title. A file can be assigned to multiple categories.

The Actions and Categories icons appear in several places in the Autodesk Cloud site so that no matter where you are, you always have the Actions or Categories icons available. For example, if you hover over a file in the file view panel, you will see the icons along with a magnifying glass icon you can click to display an enlarged view of the thumbnail and a comments icon that enables you to add a text comment to the file.

Sharing Files

When you select a file and click the Actions icon, you’ll see two Sharing options: Private Sharing and Public Sharing. If you want to share a drawing with another Autodesk 360 user, you can select the Private Sharing option. You are then asked to supply the email address of the person with whom you want to share your drawing. After you complete this step, the file will appear in the file panel of the person you are sharing with.

The Public Sharing option enables you to share drawings with people who do not have an Autodesk ID account. Before you can share publicly, you will first have to turn on Public Sharing for the file. To do this, double-click the file to go to the Document Details view (Figure 27-15).

Figure 27-15 The Document Details view

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Scroll down to the bottom of the view to the Sharing panel. At the bottom of the Sharing panel, click the Off button to change the Public Sharing status to On (Figure 27-16).

Figure 27-16 The Public Sharing option

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Finally, click the E-Mail button. If you are logged into your email client, an email window appears with the subject filled in and a link to your shared drawing already included in the body of the email text. You only need to fill in the recipient information and send the email off. When the recipient receives the email, they can go to the link in the email to view or download the drawing.

If you want to see what your recipient sees in the link, you can click the Preview button in the Sharing panel of the Document Details view. Their view is similar to your Document Details view without the Sharing and Recent Activity information.


Inserted Drawings Not to Scale?
If you’re sharing files that have the potential for being inserted as blocks or Xrefs, you’ll want to know about a little setting that can have a big effect on your work. The Insertion Scale setting found in the Units dialog box controls how DWG files are scaled when they are inserted into a drawing. To get to the Insertion Scale setting, open the Application menu and select Drawing Utilities ⇒ Units or type Units↵. The Insertion Scale drop-down list can be found in the middle of the dialog box.
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Suppose your drawing is in centimeters and you anticipate that someone will be inserting your drawing into another one that is using millimeters. You would set the Insertion Scale in your drawing to Centimeters. When the person receiving your drawing inserts it in their millimeter drawing, your drawing will be automatically scaled to the appropriate size. Likewise, if you receive a drawing that does not scale properly when inserted in your drawing, check the Insertion Scale of both your drawing and the inserted drawing and adjust the settings so that the inserted drawing appears at the appropriate scale. Drawings that use the Architectural unit type should always be set to Inches, but drawings set to the Decimal unit type can have any Insertion Scale setting.

Editing Drawings Online

Autodesk Cloud is intended as a tool for collaboration, so it includes some basic editing features. The specific features depend on the type of file you have available in your file panel.

If you look back at Figure 27-15, you will notice the Edit Online button. Click this button and AutoCAD WS, a web-based AutoCAD drawing editor, opens the file (Figure 27-17.)

Figure 27-17 AutoCAD WS

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Notice that AutoCAD WS uses a Ribbon similar to the AutoCAD Ribbon you’ve been working with. It also has a command line for typing your commands. AutoCAD WS offers many of the most common editing tools so that users can make minor changes to a drawing. To exit AutoCAD WS, click the Logout option at the far right of the menu bar.

You can store other types of files in Autodesk 360, such as PDF and DWF files. When you view a PDF or DWF file using the View option, you are offered tools that enable you to add comments or zoom and pan your view (Figure 27-18).

Figure 27-18 Editing a DWF file

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Controlling File Access

When you privately share a drawing, you can also control the level of access you give to the person you are sharing with. For example, you may want to allow only one person to view a file, whereas another person may require enough access to edit the file online.

Once you’ve shared a file, you can control the access level through the Share Document dialog box (Figure 27-19). To open this dialog box, click the Edit Sharing link to the right of the Sharing panel on the Document Details view (shown in Figure 27-15 earlier).

Figure 27-19 The Share Document dialog box

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You can change the access level by clicking in the Access column of the dialog box. A list opens offering three levels of access: View DWG, View & Download DWG, and View, Download & Update DWG. When you hover over one of these options, a description of what the collaborator can and cannot do is listed to the right.

Tracking File Versions

A unique feature of Autodesk Cloud is its ability to track different versions of the same file. For example, you can upload a file, and then have a collaborator make changes to it online using AutoCAD WS. You can then click the Actions icon to check the version dates of the file (Figure 27-20).

Figure 27-20 The Document Versions dialog box

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In addition, you can download any version using the down-pointing arrow in the Actions column or, as the owner of the file, revert to a prior version by clicking the clock icon. Even if you revert the file, the Document Versions dialog box will still display all of the versions of the file that have been uploaded or edited online.

As you can see from this brief tour of Autodesk 360, sharing files and collaborating with others is becoming much easier. You may want to spend some time on your own experimenting with the settings and features of Autodesk Cloud now that you’ve gotten your feet wet.

Collaborating with Others Using Design Feed

Besides sharing and editing files, you can also add comments and images to files shared on Autodesk 360 through the Design Feed feature. Design Feed gives you a way to communicate ideas through your drawings by enabling you to post messages and images directly onto your AutoCAD files. You can find Design Feed on the Autodesk 360 tab in the Share & Collaborate panel (see Figure 27-21).

Figure 27-21 Clicking the Design Feed tool

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Click the Design Feed tool and the Design Feed palette opens (see Figure 27-22). If the drawing has not been saved to the Autodesk 360 site, you will see a message at the top of the Design Feed panel asking you to save to Autodesk 360. Once this is done, you can start to add comments to the drawing that others can view and respond to. The comments will appear in the middle portion of the panel.

Figure 27-22 Design Feed panel

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There are four tools just below the Create A New Post box:

  • Associate this post to an area in the drawing
  • Associate this post to a point in the drawing
  • Tag in this post
  • Attach image(s) to this post

To use the area or point tool, click the tool icon and then click in the drawing to indicate the post’s location. Next, enter a message in the Create A New Post box. Click the Create Post button when you’re done. The Tag tool enables you to alert the recipient to your post via an email. The Attach Image tool will open a file dialog box enabling you to locate an image file to include with your post. Figure 27-23 shows a drawing with a post attached to an area.

When a recipient to your post views the drawing in Autodesk 360, they will see a post as a numbered icon. They can click the icon and the post associated with it will be highlighted in the Design Feed panel. They can then add their comments and replies to the post.

Figure 27-23 A drawing with a post attached to an area

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Adding Hyperlinks to Drawings

AutoCAD offers the Hyperlink tool, which enables you to link any document to an AutoCAD object. Then, with a few clicks of your mouse, you can follow the links to view other drawings, text files, spreadsheets, or web pages. Hyperlinks persist even after exporting your drawing to a DWF file. You can then post that DWF file on a web page where others can gain access to those links.

Creating Hyperlinks

The following steps show you how to add links to a sample floor plan:

1. In AutoCAD, open the file houseplan.dwg.
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2. In the Insert tab’s Data panel, click the Hyperlink tool.
3. At the Select objects: prompt, click the hexagonal door symbol, as shown in Figure 27-24.
4. When you’re done, press ↵. The Insert Hyperlink dialog box opens (see Figure 27-25).
5. Click the File button on the right side of the dialog box to open the Browse The Web – Select Hyperlink dialog box. It’s a typical file dialog box.
6. Locate the doorsch.dwf file and select it.

Figure 27-24 The door symbol in the houseplan.dwg file

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Figure 27-25 The Insert Hyperlink dialog box

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7. Click Open. The Insert Hyperlink dialog box reappears. Notice that doorsch.dwf appears in the list box at the top of the dialog box in the Type The File Or Web Page Name box.
8. Make sure the Use Relative Path For Hyperlink option isn’t selected, and then click OK.

The link you just created is stored with the drawing file. You can create a DWF file from this drawing, and the link will be preserved in the DWF file.

Now let’s see how you can use the link from within the AutoCAD file:

1. Move your cursor over the hexagonal door symbol. Notice that the cursor changes to the hyperlink icon when it’s placed on the symbol. It also shows the name of the file to which the object is linked. This tells you that the object is linked to another document somewhere on your system, on your network, or on the Internet (see Figure 27-26).

Figure 27-26 The hyperlink icon and tool tip

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2. Click the hexagonal door symbol to select it.
3. Right-click in a blank area of the drawing. In the context menu, choose Hyperlink ⇒ Open “.doorsch.dwf” to choose the link to the doorsch.dwf file. You can also Ctrl+click the door symbol.

The Autodesk Design Review program opens and displays the file doorsch.dwf. If you installed the sample figures on another drive or folder location, the Hyperlink menu option will reflect that location.

You’ve used the doorsch.dwf file as an example in these exercises, but this could have been a text file, a spreadsheet, a database, or even another AutoCAD file. AutoCAD will start the application associated with the linked file and open the file.

Editing and Deleting Hyperlinks

You can edit or delete a hyperlink by doing the following:

1. Select and right-click the object whose link you want to edit, and then choose Hyperlink ⇒ Edit Hyperlink from the context menu to open the Edit Hyperlink dialog box, which offers the same options as the Insert Hyperlink dialog box (see Figure 27-25, earlier in this chapter) with the addition of the Remove Link button.
2. You can now change the link, or you can click the Remove Link button in the lower-left corner of the dialog box to delete the link.

Taking a Closer Look at the Hyperlink Options

You were introduced to the Insert Hyperlink dialog box, shown in Figure 27-25, in the previous exercises. Let’s take a moment to study this dialog box in a little more detail.

To specify a file or a website to link to, you can enter either a filename or a website URL in the Type The File Or Web Page Nameboxor use theOr Select From Listarea, which offers a list box and three button options. When you select one of the buttons, the list box changes to offer additional related options:

Recent Files Displays a list of recently edited AutoCAD files, as illustrated in Figure 27-25. You can then link the object to a file in the list by clicking the filename.
Browsed Pages Displays a list of websites that you recently visited using your web browser.
Inserted Links Displays a list of recently inserted links, including files or websites.

You can also use the three buttons to the right of the list box to locate specific files (the File button), websites (the Web Page button), or saved views (the Target button) in the current drawing.

As you saw in the exercise, the File button opens the Browse The Web – Select Hyperlink dialog box, which lets you locate and select a file from Autodesk 360, from your computer, from your local area network, or even from an FTP site. This is a typical AutoCAD open file dialog box with some additional features.

The Web Page button on the right opens a simplified web browser that lets you locate a web page for linking. In this dialog box, you can use the standard methods for accessing web pages, such as using the Look In drop-down list to select recently visited pages or entering a URL in the Name Or URL box. The page is then displayed in the main window of the dialog box.

If the selected hyperlink file is an AutoCAD DWG file, the Target button in the Insert Hyperlink dialog box opens the Select Place In Document dialog box, which lists the saved views in the drawing.

Views are subdivided by layout tabs. At the top is the Model Space tab listing, and below that are other layout tab listings. If the current drawing contains saved views, you see a plus sign next to the layout tab name. Click the plus sign to display a listing of the views in that layout.

At the top of the Insert Hyperlink and Edit Hyperlink dialog boxes is a box labeled Text To Display. When a hyperlink is added to an object in AutoCAD, AutoCAD will display a hyperlink icon whenever the cursor passes over the object. You can also include descriptive text that will display along with the icon by entering the description in the Text To Display box.

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By default, the text is the name of the hyperlinked item that you select. You can change the text to provide a better description of the link.

There is a column of options at the far left in the Insert Hyperlink dialog box, labeled Link To. The top button, Existing File Or Web Page, displays the options discussed so far in this section. The other two buttons change the appearance of the Insert Hyperlink dialog box to offer different but familiar options:

View Of This Drawing This button changes the display to show just the views that are available in the current drawing. This option performs the same function as the Target button described earlier.
E-Mail Address This button changes the Insert Hyperlink dialog box to enable you to link an email address to an object. Clicking the object will then open your default email application, enabling you to send a message to the address.

Managing Your Drawings with DesignCenter and the Tool Palettes

As you start to build a library of drawings, you’ll find that you reuse many components of existing drawing files. Most of the time, you’ll probably be producing similar types of drawings with some variation, so you’ll reuse drawing components such as layer settings, dimension styles, and layouts. It can be a major task to keep track of all the projects on which you’ve worked. It’s especially frustrating when you remember setting up a past drawing in a way that you know would be useful in a current project but you can’t remember that file’s name or location.

AutoCAD offers DesignCenter™ to help you keep track of the documents you use in your projects. You can think of DesignCenter as a kind of super Windows Explorer that is focused on AutoCAD files. DesignCenter lets you keep track of your favorite files and helps you locate files, blocks, and other drawing components. In addition, you can import blocks and other drawing components from one drawing to another by using a simple click and drag. If you’ve been diligent about setting a unit format for each of your drawings, you can use DesignCenter to import symbols and drawings of different unit formats into a drawing and the symbols will maintain their proper size. For example, a 90 cm door symbol from a metric drawing can be imported into a drawing in Imperial units and DesignCenter will translate the 90 cm metric door size to a 35.43″ door.

Getting Familiar with DesignCenter

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At first glance, DesignCenter looks a bit mysterious. But it takes only a few mouse clicks to reveal a tool that looks much like Windows Explorer. Try the following steps to get familiar with DesignCenter:

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1. Open AutoCAD to a new file, and then click the DesignCenter tool in the View tab’s Palettes panel.
DesignCenter opens as a floating palette (see Figure 27-27).

Opening the Tree View
If your DesignCenter view doesn’t look like Figure 27-27, with the DesignCenter window divided into two parts, click the Tree View Toggle tool on the DesignCenter toolbar. The Tree view opens on the left side of the DesignCenter window. Click the Home tool to display the contents of the C:Program FilesAutodeskAutoCAD 2014SampleDesignCenter folder.

Figure 27-27 DesignCenter opens as a floating palette.

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2. Click the Favorites tool on the DesignCenter toolbar.
DesignCenter displays a listing of the Favorites folder. You’re actually looking at a view into the C:UsersUser NameFavoritesAutodesk folder, where User Name is your login name. Unless you’ve already added items to the FavoritesAutodesk folder, you see a blank view in the right panel. You can add shortcuts to this folder as you work with DesignCenter. You may also see a view showing the tree structure of the files you have open in AutoCAD.
3. Place your cursor in the lower-right corner of the DesignCenter window so that a double-headed diagonal arrow shows. Then click and drag the corner out so you have an enlarged DesignCenter window that looks similar to Figure 27-28. The view on the right, containing the Favorites folder, is called the Palette view. The view on the left is called the Tree view.

Figure 27-28 The components of the DesignCenter palette

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4. Place your cursor on the border between the Tree view and the Palette view until you see a double-headed cursor. Then click and drag the border to the right to enlarge the Tree view until it covers about one-third of the window.
5. Use the scroll bar at the bottom to adjust your view of the Tree view so that you can easily read its contents.

Auto-Hide DesignCenter
Like the tool palettes and the Properties palette, DesignCenter has an Auto-Hide feature. To use it, click the double-headed arrow icon near the bottom of the DesignCenter title bar. DesignCenter will disappear except for the title bar. You can quickly open DesignCenter by placing the cursor on the title bar.

After you have it set up like this, you can see the similarities between DesignCenter and Windows Explorer. You can navigate your computer or network by using the Tree view, just as you would in Windows Explorer. There are a few differences, however, as you’ll see in the following exercise:

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1. Click the Home tool on the DesignCenter toolbar. The Palette view changes to display the contents of the Sample folder under the Program FilesAutodeskAutoCAD 2014 folder.
2. Double-click en-us to open the en-us folder, and then double click the DesignCenter folder.
Instead of the usual list of files, you see a sample image of each file. These are called preview icons (see Figure 27-29).

Figure 27-29 The DesignCenter display

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3. Click the Views tool on the DesignCenter toolbar and choose Details from the menu. The Palette view changes to show a detailed list of the files in the DesignCenter folder.
4. Click the Views tool again, and choose Large Icons to return to the previous view. The Views tool is similar to the various View options in Windows Explorer.
5. Click the Basic Electronics.dwg file to select it. You see a preview of the selected file in the Preview panel of DesignCenter. You can adjust the vertical size of the Preview panel by clicking and dragging its top or bottom border.
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You can also open and close the Preview panel by clicking the Preview tool in the DesignCenter toolbar. The preview can be helpful if you prefer viewing files and drawing components as a list in the main part of the Palette view.

Below the Preview panel is the Description panel. This panel displays any text information included with the drawing or drawing element selected in the Palette view. To add a description to a drawing that will be visible here, choose Drawing Utilities ⇒ Drawing Properties from the Application menu; to add a description to a block, use the Summary tab in the Block Definition dialog box.

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You can open and close this panel by clicking the Description tool on the DesignCenter toolbar. Because the Basic Electronics.dwg file doesn’t have a description attached, the Description panel shows the message Last saved by: Autodesk.

Both the Preview and Description panels can offer help in identifying files for which you may be looking. After you find a file, you can click and drag it into a folder in the Tree view to organize your files into separate folders.

You can also add files to the Favorites folder by right-clicking and then choosing Add To Favorites. The file itself isn’t moved to the Favorites folder; instead, a shortcut to the file is created in the Favorites folder. If you want to work on organizing your Favorites folder, you can open a window to the Favorites folder by right-clicking a file in the Palette view and choosing Organize Favorites. A window to the Favorites folder appears.

Because you’ll be working with the sample drawings, go ahead and add the Projects folder to the Favorites folder:

1. Locate the Projects folder (the one created when you installed the sample files) in the left panel Tree view, and right-click it.
2. Choose Add To Favorites from the context menu.
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3. To go directly to the Favorites folder, click the Favorites tool on the DesignCenter toolbar. The Projects folder appears in the right panel in the Palette view.
4. Double-click the Projects shortcut in the Palette view. You see the contents of the Projects folder.

You can go beyond just looking at file listings. You can also look inside files to view their components:

1. In the Palette view, locate the file named 16-unit.dwg in the Chapter 16 folder and double-click it. You see a listing of its components in the Palette view. The Tree view also shows the file highlighted.
2. Double-click the Blocks listing in the Palette view. Now you see a listing of all the blocks in 16-unit.dwg.

What Is Autodesk Seek?
You might notice the Autodesk® Seek banner in the upper-right corner of the DesignCenter palette. If you click this banner, your web browser opens to the Autodesk Seek home page, where you will find a rich resource for drawings and models from manufacturers and users. There are 2D and 3D files available in a number of formats, including DWG, DWF, and PDF. You can even share your own drawings with other users using the Output tab’s Autodesk Seek panel. There are numerous other ways to share your own content. For example, you can type Sharewithseek↵ to upload content or Seek↵ to search the Autodesk Seek site for downloads.
If you prefer to use your web browser to explore the Autodesk Seek site without opening AutoCAD, the website address is http://seek.autodesk.com.

Here, you can import any of the drawing components from the DesignCenter palette into an open drawing in AutoCAD. But before you try that, let’s look at a few other features of DesignCenter.

Opening and Inserting Files with DesignCenter

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By using DesignCenter, you can more easily locate the files you’re seeking because you can view thumbnail preview icons. But often that isn’t enough. For example, you might want to locate all the files that contain the name of a particular manufacturer in an attribute of a drawing.

After you’ve found the file you’re seeking, you can load it into AutoCAD by right-clicking the filename in the Palette view and then choosing Open In Window. Try it with the following exercise:

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1. Click the Up tool in the DesignCenter toolbar twice. This takes you up two levels in the Palette view, from the view of the drawing blocks to the list of filenames.
2. In the Tree view, select the Chapter 12 folder. Then, in the Palette view of DesignCenter, locate the 12c-unit.dwg sample.
3. Right-click the 12c-unit.dwg file, and select Open In Application Window. The drawing appears in the AutoCAD window.

If you want to insert a file into another drawing as a block, you can do so by clicking and dragging the file from the DesignCenter Palette view into an open drawing window. You can also right-click and select Insert As Block. You’re then prompted for the insertion point, scale, and rotation angle. If you prefer to use the Insert dialog box to insert a drawing from DesignCenter, right-click the filename in the Palette view and then choose Insert As Block. The Insert dialog box opens, offering you the full set of Insert options, as described in Chapter 4, “Organizing Objects with Blocks and Groups.”

Finally, you can attach a drawing as an Xref by right-clicking a file in the Palette view of DesignCenter and choosing Attach As Xref. The Attach External Reference dialog box opens, offering the insertion point, scale, and rotation options similar to the options in the Insert dialog box. This is the same dialog box described in Chapter 7, “Mastering Viewing Tools, Hatches, and External References.”

Finding and Extracting the Contents of a Drawing

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Aside from the convenience of being able to see thumbnail views of your drawing, DesignCenter may not seem like much of an improvement over Windows Explorer. But DesignCenter goes beyond Windows Explorer in many ways. One of the main features of DesignCenter is that it enables you to locate and extract components of a drawing.

Imagine that you want to find a specific block in a drawing. You remember the name of the block, but you don’t remember the drawing into which you put it. You can search the contents of drawings by using DesignCenter’s Search dialog box. In the following exercise, you’ll search for a block named Kitchen2-metric among a set of files:

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1. In the DesignCenter toolbar, click the Search tool to open the Search dialog box. It looks similar to the Search tool that comes with Windows.
2. Select the drive that contains your Projects folder from the In drop-down list. Make sure that the Search Subfolders option is checked.
3. Select Blocks from the Look For drop-down list. As you can see from the list, you can look for a variety of drawing component types (see Figure 27-30).

Figure 27-30 Select Blocks from the Look For drop-down list.

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4. Enter Kitchen2-metric↵ in the Search For The Name box, and then click the Search Now button to start the search. The magnifying glass icon in the lower-right corner moves in a circular pattern, telling you that the Search function is working. After a minute or two, the name of the block appears in the window at the bottom of the dialog box.
5. Double-click the block name. DesignCenter displays the block in the Palette view and the file that contains the block in the Tree view.

Exploring the Search Options

As you saw from the previous example, the Search dialog box can be helpful in finding items that are buried in a set of drawings. In the exercise, you searched for a block, but you can search for any named drawing component, including attribute data and text. For example, if you want to find all attributes that contain the name ABC Manufacturing Company in your drawings, you can do so with the DesignCenter Search dialog box. Table 27-2 shows a summary of its features. When you select Drawings from the Look For drop-down list, you see a set of additional tabs in the Search dialog box, as described in Table 27-3.

Table 27-2: DesignCenter Search dialog box options

OptionPurpose
InLets you select the drive you want to search.
Look For optionsLets you select the type of item to search for. The options are Blocks, Dimstyles, Drawings, Drawings And Blocks, Hatch Pattern Files, Hatch Patterns, Layers, Layouts, Linetypes, Multileaderstyles, Tablestyles, Textstyles, and Xrefs.
BrowseLets you locate a specific folder to search.
Search SubfoldersLets you determine whether Search searches subfolders in the drive and folder you specify.
Search NowStarts the search process.
StopCancels the current search.
New SearchClears all the settings for the current search so you can start fresh on a new search.
HelpOpens the AutoCAD help system to the Search topic.

Table 27-3: DesignCenter Search dialog box tab options when Drawings is selected from the Look For drop-down list

Tab optionPurpose
Drawings tab
Search For The Word(s)Lets you specify the text to search for in the Drawing Properties fields.
In The Field(s)Lets you specify the field of the Drawing Properties dialog box to search through, including Filename, Title, Subject, Author, and Keywords. These are the fields you see in the Summary tab of the Drawing Properties dialog box, which can be opened by choosing Drawing Utilities ⇒ Drawing Properties from the Application menu.
Date Modified tab
Radio buttonsLet you limit search criteria based on dates.
Advanced tab
ContainingLets you select from a list of data to search for, including block name, block and drawing description, attribute tag, and attribute value.
Containing TextLets you specify the text to search for in the types of data you select from the Containing option.
Size IsLets you restrict the search to files larger than or smaller than the size you specify.

Automatically Scaling Blocks at Insertion

After you’ve found a block by using DesignCenter, you can click and drag the block into your open drawing. In the following exercise, you’ll do that but with a slight twist. The block you’ve found is drawn in centimeters, but you’ll insert the Kitchen2-metric block into a drawing named 12c-unit.dwg, which was created in the Imperial measurement system. If you were to insert the Kitchen2-metric block into 12c-unit.dwg, the kitchen would be exactly 2.54 times larger than it should be for 12c-unit.dwg. But as you’ll see, DesignCenter takes care of scaling for you. Follow these steps:

1. If you haven’t done so already, open the 12c-unit.dwg sample drawing in AutoCAD. You can temporarily close DesignCenter to do this.
2. Back in DesignCenter, click and drag the Kitchen2-metric block from the Palette view into the 12c-unit.dwg window in AutoCAD. The kitchen appears at the appropriate scale.
3. To confirm that DesignCenter did indeed adjust the scale, select the Kitchen2-metric block, right click, and select Properties.
4. Check the Unit factor value under the Misc category. Notice the value shows 3⁄8”. This is the value at which the Kitchen2-metric block has been scaled. If no scaling is applied, this value would be 1.
5. After reviewing the Properties palette, close it.

You may recall from Chapter 3, “Setting Up and Using the Drafting Tools,” that you have the opportunity to specify the type of units for which the drawing is set up in the Drawing Units dialog box under the Insertion Scale group. DesignCenter uses this information when you drag and drop blocks from DesignCenter into an open drawing. This is how DesignCenter is able to correctly scale a block drawn in metric to a drawing that is drawn in the Imperial format. The same option is offered in the Block Definition dialog box.

Blocks aren’t the only type of drawing component you can click and drag from the Palette view. Linetypes, layouts, dimension styles, and text styles can all be imported from files on your computer or network through DesignCenter’s Palette view.

Exchanging Data Between Open Files

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You’ve seen how you can extract a block from a file stored on your hard disk and place it into an open drawing, but what if you want to copy a block from one open drawing to another open drawing? You change the way the Tree view displays data so that it shows only the files that are loaded in AutoCAD. The following exercise demonstrates how this works:

1. In AutoCAD, make sure that 12c-unit.dwg is still open, and then open the 12b-unit-metric.dwg file.
2. In DesignCenter, click the Open Drawings tab above the Tree view. The Tree view changes to display only the drawings that are open.
3. Click the plus sign (+) to the left of the 12c-unit.dwg filename in the Tree view. The list expands to show the components in 12c-unit.dwg.
4. Click Blocks in the Tree view. The Palette view changes to show a list of blocks available in 12c-unit.dwg.
5. Locate the Kitchen block in the Palette view.
6. Click and drag Kitchen from the Palette view into the open 12b-unit-metric.dwg drawing in AutoCAD. The block moves with the cursor. Once again, DesignCenter has automatically scaled the block to the appropriate size, this time from Imperial to metric.
7. Release the mouse anywhere in the drawing to place the Kitchen block.

In this example, you inserted a block from one open drawing into another drawing. If you prefer to use the Insert dialog box, you can right-click the block name in step 6 and choose Insert Block. The Insert dialog box opens, enabling you to set the Insertion Point, Scale, and Rotation options.

Just as with drawings, you can see a preview and descriptive text for blocks below the Palette view. In Chapter 4, you had the option to save a preview image with the block when you first created a block. This is where that preview icon can be really helpful. The preview icon gives you a chance to see what the block looks like when you use DesignCenter to browse through your drawing files. If you don’t save a preview icon, you’ll see the same block icon that was displayed in the previous Palette view.

You can also add the text description at the time you create the block. Before saving the block, enter a description in the Description box of the Block Definition dialog box.

If you’re updating older drawing files to be used with DesignCenter, you can add text descriptions to blocks by using the Create tool in the Home tab’s Block panel or the Create Block tool in the Insert tab’s Block Definition panel. Click the Create tool and then, in the Block Definition dialog box, select the name of a block from the Name drop-down list. Enter the description you want for this block in the Description box toward the bottom of the Block Definition dialog box. When you’re finished, click OK.

Loading Specific Files into DesignCenter

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You’ve seen how you can locate files through the Tree view and Palette view. If you already know the name and location of the file with which you want to work, you can use a file dialog box to open files in DesignCenter. Instead of choosing the Open tool on the Quick Access toolbar, you use the Load tool on the DesignCenter toolbar to open the Load dialog box. This is a standard file dialog box that lets you search for files on your computer or network.

If you want to open a file in DesignCenter that you’ve recently opened, you can use the History tab just above the Tree view. The Tree view closes, and you see a list of the files you’ve worked on most recently.

Customizing the Tool Palettes with DesignCenter

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Many AutoCAD users have built their own custom library of symbols. In Chapter 1, “Exploring the Interface,” you saw how easy it is to drag and drop a symbol, known as a tool, from the tool palettes. At first glance, there is no obvious way to add your own tools to the palettes, but adding tools and additional palettes to the tool palettes is fairly simple once you’re familiar with DesignCenter. The following exercise shows you how it’s done:

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1. If tool palettes aren’t open already, click the Tool Palettes tool in the View tab’s Palettes panel.
2. Right-click in the tool palettes title bar, and then choose New Palette from the context menu.
3. Enter My Tool Palette↵. A new, blank tab is added to the tool palettes.
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4. Go back to DesignCenter, make sure the Folders tab is selected, and click the Home tool.
5. In the Palette view to the right, double-click the Landscaping.dwg file and then double-click the Blocks icon that appears in the Palette view.
6. Make sure the tool palettes are visible behind DesignCenter, and then Ctrl+click Clump Of Trees Or Bushes – Plan and North Arrow.
7. Click and drag the selection to the tool palettes.

Be Careful Clicking in the Tool Palette
If you click a tool in a tool palette, it’s inserted in the current drawing, so take care when clicking around in the tool palettes.

You’ve just created a tool palette and added two symbols. You can continue to add symbols from other drawings to your custom tool palette. Or, if you have a drawing that contains all the blocks you need for a tool palette, you can quickly create a tool palette directly from a file. Here’s how that’s done:

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1. In DesignCenter, go up two folder levels so you can select the Landscaping.dwg file.
2. Right-click Landscaping.dwg, and then choose Create Tool Palette. After a few moments, a new tool palette called Landscaping appears in the tool palettes. This new palette contains all the blocks found in the Landscaping.dwg file.

This exercise showed that you can quickly create a palette of all the blocks from a file. You can do the same thing with entire folders of drawings, although you may want to make sure such folders don’t contain too many files.

But what if you don’t want some of the items in your custom palette? You can remove items easily by using the context menu:

1. In the Landscaping palette, select the top three symbols by right-clicking the tool that is third from the top and then Shift+clicking the top tool. This is a little different from the typical Windows method for selecting items from a list.
2. Right-click and choose Delete from the context menu. Click OK to confirm the deletion.

You may have noticed the Cut and Copy options in the context menu in step 2. You can use these options to move symbols from one palette to another. For example, instead of deleting the three symbols in step 2, you can choose Cut from the context menu, open another palette, right-click, and choose Paste. The symbols move to the new palette location. In the next section, you’ll see how you can use the Copy and Paste context menu options to make a copy of a tool in the same palette.

Customizing a Tool

Other context menu options let you delete entire palettes or rename tools or palettes. You can also edit the properties of symbols in a palette. The following exercise shows how to use the context menu options to create two scale versions of the same tool:

1. In the Landscaping tab of the tool palettes, right-click the North Arrow tool and choose Copy from the context menu.
2. Right-click in a blank area of the palette and choose Paste. A copy of the North Arrow tool appears at the bottom of the palette.
3. Right-click the copy of the North Arrow tool, choose Rename from the context menu, and then enter North Arrow Copy↵.
4. Right-click the North Arrow Copy tool and choose Properties to open the Tool Properties dialog box (see Figure 27-31).

Figure 27-31 The Tool Properties dialog box

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5. Click 1 to the right of the Scale listing, and change the value to 4.
6. Click OK, and then click and drag the North Arrow Copy tool into the drawing.
7. Click and drag the original North Arrow tool into the drawing. Notice that the original North Arrow is smaller than the North Arrow Copy, whose scale you changed to 4.

This exercise demonstrated that you can have multiple versions of a tool at different scales. You can then use the tool that’s appropriate to the scale of your drawing. As you can see from the Tool Properties dialog box, you can also modify other tool properties, such as color and layer assignments. You can use this feature to create sets of tools for different-scale drawings. For example, you can create a palette of architectural reference symbols for 1⁄4″-scale drawings, and you can create another palette for 1⁄8″-scale drawings.

Adding Hatch Patterns and Solid Fills

You’ve seen how you can turn blocks into tool palette tools, but what about solid fills? In Chapter 1, you learned that sample hatch patterns and solid fills are available in the tool palettes. Here’s how you can add your own:

1. In DesignCenter, use the Tree view to locate the AutoCAD 2014 Support folder. In Windows 8, Windows 7 or Windows Vista, it’s typically in C:UsersUser NameAppDataRoamingAutodeskAutoCAD 2014R19.1enuSupport (User Name is your Windows login name).
2. Double-click the acad.pat file shown in the Palette view. AutoCAD builds a list of the patterns and displays the list in the Palette view.
3. You can now click and drag a pattern into any tool palette. You can also click and drag an entire PAT file into the tool palette to create a palette of all the patterns in a hatch pattern file.

Locating Support and Hidden Files
To find out exactly where support files are located, choose Options from the Application menu to open the Options dialog box. Click the Files tab. Expand the Support File Search Path item at the top of the list, and then place the cursor on the item just below Support File Search Path. You see the path to the Support folder. You can also enter (findfile ‘acad.pat’) at the Command prompt as a shortcut to find the support file search path. If you use this shortcut, note that the directory names are separated with double hash marks (\). This is an artifact of AutoLISP®. User support files are in a hidden folder. See “Finding Hidden Folders That Contain AutoCAD Files” in Appendix B, “Installing and Setting Up AutoCAD,” for information on how to unhide hidden folders.

In this exercise, you used the standard hatch patterns that come with AutoCAD. You can also create your own custom hatch patterns and import them to the tool palettes by using the method described here. See Chapter 26, “Customizing Toolbars, Menus, Linetypes, and Hatch Patterns,” for more information on creating custom hatch patterns.

If you want to set up a set of solid fill colors, you can do the following:

1. Click and drag the SOLID pattern from the acad.pat file into the tool palette.
2. Click the new solid fill tool, choose Properties from the context menu, and select a color from the Color drop-down list in the Tool Properties dialog box.

You can select any color, including colors from the True Color or Color Books tab in the Select Color dialog box that you learned about in Chapter 5, “Keeping Track of Layers and Blocks.” You can also cut and paste an existing solid fill tool to make copies. You can then modify the color property for each copy to get a set of custom solid fill colors.

Managing the Tool Palettes

You can perform other types of tool palette maintenance operations by using the Customize dialog box. For example, you can change the order of the tool palette tabs, or you can group tabs into categories that can be turned on or off. The following steps offer a glimpse of what you can do by showing you how to group palettes:

1. To open the Customize dialog box (see Figure 27-32), right-click the tool palettes and choose Customize Palettes from the context menu.

Figure 27-32 Customize dialog box for tool palettes

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2. Right-click in a blank area of the Palette Groups panel, and choose New Group.
3. Enter My Group for the new group name.
4. Click and drag My Group to a position just above another group; that way, My Group is its own group instead of a subgroup.
5. Click and drag Landscaping from the left panel to the right panel just below My Group. A black bar appears below My Group. Release the mouse button.
6. Click and drag My Tool Palette from the left panel to the right, just below Landscaping.

You’ve just created a new palette group and moved the two new palettes. You can view the palettes separately or all together:

1. Click Close to close the Customize dialog box. The tool palette still displays all the tabs.
2. To display only the new tabs, click the Properties button at the top of the palette title bar.
3. Select My Group. Now the tool palette shows only the two tabs you just created.

You may have noticed that in the Properties menu, you also have the option to show just the new groups or all the palettes. This feature lets you keep the tabs in the tool palettes organized.

The list on the left side of the Customize dialog box also lets you change the order of the tabs by clicking and dragging the tab names up or down in the left panel. If you select a palette in the left panel and right-click, you can rename, delete, import, or export a palette.

DesignCenter and tool palettes offer great features that will prove invaluable to AutoCAD users. Although these examples show you how to use DesignCenter on a stand-alone computer, you can just as easily perform the same functions across a network or even across the Internet.


Don’t Forget the Source Files When Exporting
If you use the Export or Import option to move a palette from one computer to another, be aware that you must also import or export the drawings that are the source files for the palette tools.

This ends our exploration of DesignCenter and tool palettes. In the next section, you’ll look at an AutoCAD feature that enables you to perform detailed searches in your hard drive for files and drawing elements.

Searching Your Drawing Library with Content Explorer

DesignCenter works well as a drawing management tool as long as you know where to look for your files. It’s great for current projects where you are editing and creating files daily. But what if you need to find drawings, blocks, hatch patterns, and other drawing elements from a long-forgotten past project? This is where Content Explorer™ can be a lifesaver.

Content Explorer has many features that overlap with DesignCenter, but Content Explorer places an emphasis on searching for data rather than relying on the user’s own file organization. But before you can begin to use Content Explorer, you’ll have to do a little setting up.

Indexing Your Files

Before you can put Content Explorer to use, you have to give it the location of your drawing files. Once you do that, it will look at the drawing files and catalog and index the data that it finds. If you have an extensive library of files, creating this index can take some time, but it occurs in the background so you don’t have to stop working. The index is stored as a database file, so when you perform a query, you don’t have to wait for a lengthy search to take place. If you’ve ever used a file-indexing program like Google Desktop, you’ll be familiar with how Content Explorer works.

To start Content Explorer and index a drive or folder, do the following:

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1. Click the Explore tool in the Plug-ins tab’s Content panel. Content Explorer appears (Figure 27-33).

Figure 27-33 The Explore tool and Content Explorer

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2. Click the Add Watched Folder bar at the bottom of Content Explorer.
3. Use the Select Watched Folder dialog box (see Figure 27-34) to locate the folder or drive that contains your drawing library, and then click OK. In this exercise, locate the Projects folder for the Mastering AutoCAD 2014 sample files. The folder appears in Content Explorer.

Figure 27-34 The Select Watched Folder dialog box

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You’ll see a clock icon on the folder when you first add it to Content Explorer. This tells you that it is being indexed. As with DesignCenter, you can double-click on the folder to view its contents. If a file is displayed, you can double-click the file to view the elements that are available within the file.

Searching Your Files

The most powerful feature of Content Explorer is its ability to find an AutoCAD drawing or element by name. For example, suppose you remember that you created a block last year but you’ve forgotten the name and location of the drawing where the block was placed. Without Content Explorer, you’d have to make a best guess at the file location and just start hunting. This search could take hours. With Content Explorer’s search feature, you could find the block in minutes. Try the following to see firsthand how this can work. Note that you’ll have to wait until the indexing has finished from the previous exercise before the following exercise will work properly:

1. Suppose you want to find a block named gate. Enter gate↵ in the Search box at the top of Content Explorer. Content Explorer returns a list of files that contain the word gate as part of a block, linetype, layer, or other element (see Figure 27-35).
2. Double-click the gate block reference in the list. AutoCAD opens the drawing.

You can also click and drag the gate block into an open drawing or right-click on the block reference and select Go To Folder to open the folder containing the drawing. Other context menu commands include Explore, Open, Insert, Attach, and Properties.

If the item in the list is a drawing, you can double-click the drawing and its drawing elements will be listed in a way similar to the DesignCenter display.

Figure 27-35 The results of the gate search

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Controlling Content Explorer’s Display

Content Explorer offers a few display options that are similar to the display options in Windows Explorer. Click the Change View Options arrowhead next to the Toggle Icon Size tool at the bottom of Content Explorer and you’ll see a list of options (see Figure 27-36). As you can see from the figure, you can select from a variety of sizes for the icons as well as the type of display.

Figure 27-36 The Toggle Icon Size display options

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The Configure Filtering tool enables you to filter the contents of the display based on the type of drawing element you want to find. Click the Configure Filtering tool to open the Configure Filters dialog box (see Figure 27-37). In this dialog box, you can select the types of files and drawing objects to filter. For example, if you want to view only the blocks that a Content Explorer search has turned up, you can click the Object Types tab and then deselect all the types except for Block Definition and Block Reference. Content Explorer will display only blocks. You can also filter by date by selecting the Date tab at the top.

Figure 27-37 Configure Filtering icon (left) and the Configure Filters dialog box (right)

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Adding Network Resources

If you use AutoCAD in an office with other AutoCAD users, you’ll want to install Content Explorer on your server where the AutoCAD drawings reside. You don’t have to install a full version of AutoCAD on the server. The part of Content Explorer that creates and maintains the index (the Content Service) can be installed on the server. The AutoCAD workstations will then be able to connect to the index that is created and maintained on the server.

To install the Content Service, start the AutoCAD installation on the server where your drawing files reside. At the main installation screen, select the Install Tools And Utilities option. In the Tools And Utilities window, make sure there is a check mark by the Autodesk Content Service option and deselect the other options. When you click Install, the Content Service will be installed.

You still need to make some additional setting changes after the Content Service is installed. From the Windows Desktop, choose Start ⇒ All Programs ⇒ Autodesk ⇒ Content Service ⇒ Content Service Console. In the Autodesk Content Service – Administration Console dialog box, click Add Watch Folder to add a folder to include in the indexing. The folder you wish to add must be a network shared folder.

To connect to the Content Service index from a workstation, do the following:

1. Open Content Explorer.
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2. Click the Configure Settings tool in the lower-right corner of Content Explorer.
3. In the Autodesk Content Explorer – Configuration Console dialog box, click Add Content Provider in the lower-left corner (see Figure 27-38) and select Autodesk Content Service.

Figure 27-38 The Content Explorer – Configuration Console dialog box

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4. In the Add New Content Provider dialog box, enter the name of the server or its IP address, and then click OK.
5. Click Close at the Autodesk Content Explorer – Configuration Console dialog box.
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Besides searching network resources, you can use Content Explorer to search the Autodesk Seek site. Autodesk Seek is a website where you can find prebuilt drawing files and other resources. To search the Seek site, click the arrowhead next to the Home icon in the upper-left corner of the Content Explorer window and select Autodesk Seek. The Home icon will change to the Seek icon to indicate that your searches will take place there.

Establishing Office Standards

Communication is especially important when you’re one of many people working on the same project on separate computers. A well-developed set of standards and procedures helps to minimize problems that may be caused by miscommunication. In this section, you’ll find some suggestions for setting up these standards.

Establishing Layering and Text Conventions

The issue of CAD standards has always been difficult to resolve. Standardizing layers, dimensions, and text can go a long way toward making file exchange more seamless between different trades, and standards can also make files easier to understand. When everyone follows a standard, the structure of a drawing is more easily understood, and those who have to edit or interpret your work can do so without having to ask a lot of questions.

You’ve seen how layers can be a useful tool. But they can easily get out of hand when you have free rein over their creation and naming. Users may become confused while attempting to isolate or identify objects and layers in a drawing they’re not familiar with. Inconsistent layer naming can also inhibit the use of timesaving tools like the Layer Translator (covered later in this chapter), AutoLISP routines, and script files that might otherwise be able to automate many repetitive tasks. With an appropriate layer-naming convention, you can minimize this type of problem (although you may not eliminate it entirely). A too-rigid naming convention can cause as many problems as no convention at all, so it’s best to give general guidelines rather than force everyone to stay within narrow limits. As mentioned in Chapter 5, you can create layer names in a way that enables you to group them by using wildcards. AutoCAD allows up to 255 characters in a layer name, so you can use descriptive names.

Lineweights should be standardized in conjunction with colors. If you intend to use a reprographics service for your plotting, check with them first; they may require that you conform to their color and lineweight standards.


Know the Standards
If you’re an architect or an engineer or in the construction business, check out some of the CAD layering standards set forth by the American Institute of Architects (AIA) and the Construction Specifications Institute (CSI). The AIA’s website is located at www.aia.org, and the CSI’s website can be found at www.csinet.org. The most popular framework for drawing standards remains the National CAD Standard (NCS) from the National Institute of Building Sciences, and it includes the AIA layering guidelines. See www.nationalcadstandard.org for more information.

Checking Office Standards

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AutoCAD offers an open-ended environment that lends itself to easy customization, but this also leaves the door wide open for on-the-fly creation of layer names, dimension styles, and other drawing format options. It’s easy to stray from standards, especially when you’re under pressure to get a project out on a deadline. To help you and your office maintain a level of conformity to office or industry standards, AutoCAD includes the Standards command.

The Standards command lets you quickly compare a drawing against a set of standard layer names, dimension style settings, linetypes, and text styles. A dialog box displays any item that doesn’t conform to the standards you selected. You can then adjust the file to make it conform to your standards.

You can create several sets of standards for different types of files, and you can assign the standards directly to a file so that anyone editing that file can make periodic checks against your office standards while the drawing is being edited.

The Standards command discussed here isn’t available in the Autodesk® AutoCAD LT® software.

Setting Up Standards Files

The first step in using the Standards command is to set up a file to which other drawing files can be compared. This standards file will be an AutoCAD drawing file with a .dws filename extension. Here are the steps to create a new DWS standards file:

1. Open AutoCAD, and click New from the Quick Access toolbar to create a new file.
2. Set up the file with the layers, linetypes, dimension styles, and text styles you want as your standards.
3. Choose Save As from the Application menu.
4. In the Save Drawing As dialog box, choose AutoCAD Drawing Standards (*.dws) from the Files Of Type drop-down list.
5. Choose a convenient folder for the location of your standards file and click Save.

As an alternative to creating a new file, you can open an existing file that contains all the typical settings you’ll want to use on your projects. You can then delete all the graphics in the file and purge all its blocks and shapes. After you’ve done this, you can begin at step 3 of the previous exercise to save the file as a DWS standards file.

You can set up as many DWS files as you need for your office. Often, a single set of standards is too limiting if your office is involved in a diverse range of projects, so you may want to set up DWS files on a project basis, drawing on a core of generic DWS files.

Using the Standards Command to Associate Standards

After you’ve created your DWS standards files, you can begin to check other files for conformity. The next task is to assign your DWS file to the drawing file that you want to check:

1. In AutoCAD, open the file you want to check for standards conformity.
2. Click Configure on the Manage tab’s CAD Standards panel to open the Configure Standards dialog box. The Standards tab of this dialog box contains a list box and a description area. A row of buttons appears vertically between the list box and description.
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3. Click the Add Standards File (F3) button in the middle column of the dialog box.
4. The Select Standards File dialog box opens. This is a typical AutoCAD file dialog box. Notice that the Files Of Type drop-down list shows the Standards (*.dws) file type.
5. Locate and select the standards file that you want to use to check the current file and click Open. After a moment, the name of the file you select appears in the list box (see Figure 27-39). On the right side of the dialog box, you see a description of the standards file.

Figure 27-39 Associating a set of standards with a file

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6. Check the current file against the DWS standards file. Click the Check Standards button in the lower-left corner of the Configure Standards dialog box. AutoCAD pauses while it checks the current file, and then you see the Check Standards dialog box.

If AutoCAD finds a discrepancy between the standards file and the current file, a description of the problem appears at the top of the dialog box. For example, if the name of a dimension style that isn’t in the standards file appears in the current file, a message appears indicating that a nonstandard dimension style exists in the current drawing. If this happens, take the following steps:

1. Below the problem statement is the Replace With list box, which contains options related to the nonstandard item. You can replace the nonstandard item in your file with an option in the Replace With list box by selecting the option and clicking the Fix button in the lower half of the dialog box. Or you can leave the problem alone for now.
2. Click the Next button in the lower-right corner of the Check Standards dialog box to move to the next problem.
3. Repeat steps 1 and 2 until you see the statement Checking is complete in the Problem list box and the Checking Complete dialog box opens to display a summary of the checking results.

You can check Mark This Problem As Ignored if you want the Check Standards dialog box to ignore the problem in future standards-checking sessions.

In this example, you entered the Check Standards dialog box directly from the Configure Standards dialog box. After you’ve used the Check Standards dialog box on a file, the DWS standards file is associated with the checked file. You can go directly to the Check Standards dialog box by choosing Manage ⇒ CAD Standards ⇒ Check during any subsequent editing session.


Don’t Lose the DWS
After you’ve assigned a DWS standards file to a drawing, you’ll need to save the drawing or its association with the DWS file will be lost.

Checking Standards for Multiple Drawings

The Standards and Check Standards commands are great for checking individual files, but eventually you’ll want a method to batch-check a set of files. AutoCAD 2014 provides a utility that does just that. The Batch Standards Checker is a stand-alone utility that audits a set of drawing files and checks them against their associated DWS files. The Batch Standards Checker can also check a set of drawings against a single DWS file of your choice. It then generates an audit report showing any problems it encounters.

Here’s how it works:

1. From the Windows Desktop, choose Start ⇒ All Programs ⇒ Autodesk ⇒ AutoCAD 2014 ⇒ Batch Standards Checker to open the Batch Standards Checker dialog box (see Figure 27-40).

Figure 27-40 The Batch Standards Checker dialog box

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2. Click the plus button in the middle of the dialog box to open the Batch Standards Checker – File Open dialog box. This is a typical AutoCAD file dialog box.
3. Locate and select the drawings you want to check. You return to the Batch Standards Checker dialog box, and after a moment, a list of the drawings you selected appears in the Drawings To Check list box.
4. Click the Standards tab (see Figure 27-41). This is where you can select the standards file against which your selection will be checked.

Figure 27-41 Choose the files you want to check.

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If the drawings you selected in step 3 already have a standards file associated with them, you can use the Check Each Drawing Using Its Associated Standards Files option to check each file. You can then skip to step 7.
5. If you select the Check All Drawings Using The Following Standards Files option, click the plus sign in the middle of the dialog box to open the file dialog box.
6. Locate and select a DWS standards file. The file then appears in the Standards Used For Checking All Drawings list box on the left of the Standards tab in the Batch Standards Checker dialog box.
7. Click the Save button at the top of the Batch Standards Checker dialog box.
The Batch Standards Checker’s file save dialog box opens to enable you to specify a standards check filename and location. This file has a .chx filename extension.
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8. After you’ve specified the location and name of a check file, click the Start Check button.

What Is a CHX File?
The Batch Standards Checker file is an audit file that stores the drawing list and the list of standards files in the current session. It also stores the results of the audit. The CHX file is an XML-based file. XML is a file format designed to allow data exchange over the Internet.

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AutoCAD proceeds to check each file listed in the Drawings tab list box. The progress is shown in the Progress tab of the Batch Standards Checker dialog box. If you decide to cancel the audit, you can click the Stop Check button, which cancels the audit currently in progress. When files are being checked, the Stop Check button turns red.

When all the files have been checked, the data from the audit is automatically saved in the check file you created in step 7. Then the audit file is opened in your web browser and you see the results of the audit.

The audit report file displays a number of options in a set of radio buttons:

Overview Displays a simplified view of the problems encountered by the audit. It lists the drawings audited and the number of problems encountered.
Plug-Ins Shows the standard plug-ins used to audit the drawings. Autodesk supplies these standard plug-ins, which test for layers, dimension styles, linetypes, and text styles. Third-party developers can create other plug-ins to check for additional problems.
Standards Lists the DWS standards files used for the audit.
Problems Displays a detailed description of the problems encountered in the audit. It gives the drawing name and the name of the specific item that is a problem. For example, if the audit discovers a nonstandard layer name, the layer name is listed under the drawing name as a nonstandard layer name.
Ignored Problems Displays problems that have previously been flagged as problems to ignore. You can flag problems to be ignored by using the Check Standards command in AutoCAD. (See the section “Using the Standards Command to Associate Standards” earlier in this chapter.)
All Displays all the audit information.

Reviewing Previously Saved Standards Audits

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After you’ve created a check file and completed a standards audit, you can always return to the audit by opening the Batch Standards Checker utility and clicking the Open tool in the toolbar.

This opens the Batch Standards Checker file open dialog box, where you can locate and open a previously saved standards check file with the .chx filename extension. In this file, you see a list of the files that were checked in the Drawings tab and the DWS standards file used in the Standards tab.

You can then view the results of the audit by clicking the View Report tool in the toolbar. This opens a web browser and displays the audit results contained in the standards check file.

Converting Multiple Layer Settings

As AutoCAD files flow in and out of your office, you’re likely to find yourself working with layering standards from another system. You might, for example, receive files from an architect who uses the CSI standard for layer names, whereas your office prefers the AIA standard. If your job involves extensive reworking of such files, you’ll want to change the layering system to one with which you’re most familiar. But converting layer settings is a painstaking and time-consuming process, especially if several files need conversion.

Fortunately, AutoCAD offers a tool that can make layer conversion from one standard to another much easier. The Layer Translator lets you map nonstandard layers (that is, those using a system different from your own) to your own set of standards. It can then convert those layers to match your office standards. After you’ve mapped a set of layers between two files, you can save the map settings in a drawing file. Then any other files you receive that contain the same nonstandard layer settings can be converted to your own layer standards quickly. Let’s take a closer look at how the Layer Translator works.

When using the Layer Translator, you must initially match the layers of your incoming file with those of a file whose layers are set up the way you want. Here are the steps to do this:

1. Open the file whose layers you want to convert in AutoCAD. Click the Layer Translator tool from the Manage tab’s CAD Standards panel to open the Layer Translator dialog box, which lists the layers from the current file in the Translate From list box.
2. Click the Load button in the Translate To group to open the Select Drawing File dialog box. Locate and select a file that contains the layer settings you want to use for this project. The file can be a standard DWG file, or it can be a DWS standards file or a DWT template file. After you’ve opened a file, its layer names appear in the Translate To list box.
3. Select a layer name in the Translate From list, and then select the layer with the settings you want to use from the Translate To list box. After you’ve made your two selections, click the Map button in the middle of the dialog box. An item in the Layer Translation Mappings group shows you the old and new layer names and the layer settings for the conversion (see Figure 27-42).
4. Repeat step 3 for all the layers you want to convert. You can map several layers from the Translate From list to a single layer in the Translate To list if you need to do so.

Figure 27-42 The Layer Translator dialog box

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5. If there are matching layers in the Translate From and Translate To list boxes, the Map Same button in the middle of the dialog box becomes active. You can then click this button to automatically map layers that have the same names in both the Translate From and the Translate To lists.

After you’ve completed your layer mapping, you can save the mapping for future use:

1. While still in the Layer Translator dialog box, click the Save button in the Layer Translation Mappings group to open the Save Layer Mappings dialog box. This is a typical AutoCAD file dialog box.
2. Enter a name for your saved settings and click Save. You can save the layer map settings as either a DWS standards file or a DWG file.
3. Click the Translate button and AutoCAD will proceed to translate the mapped layers.

After you’ve saved the layer mapping in step 2, you can load the saved layer map settings into the Layer Translator dialog box in future layer translations. This saves you the effort of mapping each layer individually each time you want to perform a translation. This will work for incoming files that use the same layer settings, but you’ll have to create another layer map settings file for each different layer system you encounter.

To use a saved layer map, click the Load button in the Translate To group of the Layer Translator dialog box and then select the layer map file you saved in step 2. You can have several layer map files for each project involving files with nonstandard layer settings.

Exploring Other Layer Translator Options

You’ll often come across situations in which the layers in the Translate From list don’t correspond directly to those in the Translate To list. For these situations, the Layer Translator offers a few additional options.

If you have difficulty finding a match for layers in the Translate From list, you can create a new layer by clicking the New button in the Translate To group. This opens the New Layer dialog box (see Figure 27-43) in which you can enter the properties for your new layer.

Figure 27-43 Creating a new layer

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After you create a new layer with this dialog box, it appears in the Translate To list box, enabling you to map Translate From layers to your new layer.

Another option you’ll find useful is the Edit button in the Layer Translation Mappings group. You may find that after you’ve mapped a Translate From layer to a Translate To layer, the Translate To layer isn’t exactly what you want. You can highlight the mapped layer in the Layer Translation Mappings group list box and then click Edit to open the Edit Layer dialog box (see Figure 27-44). From here, you can modify the new layer’s settings from their original values.

Figure 27-44 Changing a layer’s properties

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Finally, the Layer Translator offers a set of options that give you some control over the way translations are performed. For example, you can control whether layer colors and linetypes are forced to the ByLayer setting or whether layer assignments for objects in blocks are translated. You can access these options by clicking the Settings button in the lower-left corner of the Layer Translator dialog box. Figure 27-45 shows the Settings dialog box. The options are self-explanatory.

Figure 27-45 The Layer Translator and its Settings dialog box

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The Bottom Line

Share drawings online. As a drafter or designer, you’ll likely be involved in collaborative efforts, which means that you’ll have to share your work with others. The Internet has made it much easier to do this.
Master It Why is eTransmit important for sending AutoCAD drawings over the Internet?
ePublish your drawings. Autodesk offers the DWF drawing format, which lets non-CAD users view and add comments to simplified versions of your drawings. You can use the Publish feature to create a single DWF file from several drawings.
Master It True or false: The Publish feature can be used to plot multiple drawings in the background.
Get started with Autodesk 360. Autodesk 360 makes sharing files and exchanging design ideas much easier.
Master It Name the feature that lets you revert a revised drawing to its prior state.
Manage your drawings with DesignCenter and the tool palettes. DesignCenter is a great tool for managing your drawings’ resources, like blocks, custom linetypes, and other elements.
Master It True or false: DesignCenter has the capacity to scale a block automatically to the correct size when moving from metric to Imperial drawings.
Search your drawing library with Content Explorer. If you need to find a drawing or drawing elements fast, Content Explorer is the tool to use.
Master It True or false: The Content Service enables users to search folders on a server.
Establish office standards. AutoCAD allows for a wide range of settings in a drawing. For this reason, it’s a good idea to create standards for the way drawings are set up.
Master It Name the filename extension for an AutoCAD drawing standards file.
Convert multiple layer settings. If you exchange files with another office, you may find that their layer scheme is different than yours. AutoCAD offers the Layer Translator to help you translate layer names from an unfamiliar drawing to names with which you’re more comfortable.
Master It Name the filename extensions of the types of files that you can use as a template for layer name translations.
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