Revu Sets: backward compatibility

Applies to:

  • Revu 20
  • Revu 2019

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Problem

You’ve created a Set in Revu and a colleague has opened the Set in an earlier version of the software. They notice that some options such as those for revision stacking or sheet sorting aren’t available, and the Set doesn’t look the same.

-Or-

You’ve created a Set in Revu. The Set is then opened and saved in an earlier version of Revu. When you open the Set again in Revu 2019, you find that certain features such as Tags are now missing.

Cause

This happens because the Set was created in a newer version of Revu using features that don’t exist in older versions of the software.

An example of this is the Categories feature, which was introduced in Revu 2015.0. If you create a Set with Categories in Revu 2015 or above and then open it in Revu 12.6 or below, the files won’t be organized according to their Set Categories (Architectural, Electrical, Structural, etc.) because that feature won’t be recognized.

Solutions and best practices

If there’s a possibility that a Set you’re creating in Revu may be opened in Revu 2015.6 or below, it’s important to know that it may not look the same due to certain options and settings not existing in older versions of Revu. This means you’ll need to either adjust or disable certain settings as described below.

Prior to creating a Set, you can disable these settings by:

  1. Opening the Sets panel (Alt+2) and clicking Sets > New Set,
  2. Click Options when the Set: New Set.bex dialog opens.

If the Set you wish to modify has already been created and you wish to modify it, open the Sets panel (Alt+2) and click the Modify Set button. When the Set: {set-name}.bex dialog opens, click Options.

Once the Set Options window appears, you’ll want to disable the following settings:

  1. Sort Tagged Sheets by Sheet Number – Since Tags are incompatible with Revu 2015.6 and below, remove the checkmark from this option.
  2. Stack Revisions by: Sheet Number, Revision Number – You’ll need to remove the checkmark from the Sort Tagged Sheets by Sheet Number option, then select either File Name or Page Label from the dropdown menu in order for Set revisions to stack correctly.
  3. Categorize by: Sheet Number – This setting can be found in the Categories tab of the Set Options dialog, and you’ll need change it to Categorize by: File Name to categorize the sheets correctly.

Rebuilding your Set tags

If a Set is created in Revu 2016 or above and then opened in Revu 2015 or below, all Tag functionality will be disabled and the Edit Tags icon will be grayed out.

Although the Tag information was removed from the Set (.bex) file when it was saved in the older software, the Tag data on the individual sheets is still intact. You can verify this by looking in the Tags section of the Properties (Alt+P) panel. You can restore the Tag information to the Set by rebuilding the Set:

To rebuild a Set in Revu 2019 that was saved in Revu 2015.6 or below:

  1. Open the Set in Revu 2019.
  2. Click Modify Set in the Sets toolbar. The Set: {set-name}.bex dialog will open.
  3. Click Options. This opens the Set Options dialog.
  4. Go to the Sorting tab and fill in the Sort Tagged Sheets by Sheet Number checkbox.
  5. Click the Tags tab.
  6. Fill in the Auto Tag: Revision Number per Sheet Number checkbox.
  7. Click Plus plus on the left side of the dialog. The Tag Field Editor dialog box will display.
  8. Click the Default tab and select Sheet Name (Text) from the Tag drop-down menu, and then click OK.
  9. Click Sheet Name in the Tag Name column. Use the blue triangle up to move it to the top of the list.
  10. Click OK. This takes you back to the Set: {set-name}.bex dialog.
  11. Click OK. You’ll be taken to the Add Tags dialog. You’ll be prompted to reselect the page regions you created when you first built the Set.
  12. Click OK. Revu will scan the drawings and restore the tags. The Edit Tags button is no longer grayed out in the Sets toolbar, and all Revisions will be stacked correctly.
  13. Save the Set.
This process doesn’t restore the page regions that were selected for Tags when the Set was originally built. However, you’ll be prompted to re-select them the first time you add new drawings to it.

Saving a Set with categories when using Revu 12.6 and below

As mentioned earlier, if you create a Set with Categories (introduced in Revu 2015) and then open it in Revu 12.6 and below, it won’t display as it does in newer versions of Revu because the Categories won’t be recognized. Additionally, saving a Set with Categories using Revu 12.6 or below will overwrite any Category data in the Set (.bex) file. These Categories would have to be recreated with Revu 2015 or above.

Other versions of this article

Revu 2018

Problem

You’ve created a Set in Revu 2018 and a colleague has opened the Set in an earlier version of the software. They notice that some options such as those for revision stacking or sheet sorting aren’t available, and the Set doesn’t look the same.

-Or-

You’ve created a Set in Revu 2018. The Set is then opened and saved in an earlier version of Revu. When you open the Set again in Revu 2018, you find that certain features such as Tags are now missing.

Cause

This happens because the Set was created in a newer version of Revu using features that don’t exist in older versions of the software.

An example of this is the Categories feature, which was introduced in Revu 2015.0. If you create a Set with Categories in Revu 2015 or above and then open it in Revu 12.6 or below, the files won’t be organized according to their Set Categories (Architectural, Electrical, Structural, etc.) because that feature won’t be recognized.

Solutions and best practices

If there’s a possibility that a Set you’re creating in Revu 2018 may be opened in Revu 2015.6 or below, it’s important to know that it may not look the same due to certain options and settings not existing in older versions of Revu. This means you’ll need to either adjust or disable certain settings as described below.

Prior to creating a Set, you can disable these settings by:

  1. Opening the Sets panel (Alt+2) and clicking Sets > New Set,
  2. Click Options when the Set: New Set.bex dialog opens.

If the Set you wish to modify has already been created and you wish to modify it, open the Sets panel (Alt+2) and click the Modify Set button. When the Set {:set-name}.bex dialog opens, click Options.

Once the Set Options window appears, you’ll want to disable the following settings:

  1. Sort Tagged Sheets by Sheet Number – Since Tags are incompatible with Revu 2015.6 and below, remove the checkmark from this option.
  2. Stack Revisions by: Sheet Number, Revision Number – You’ll need to remove the checkmark from the Sort Tagged Sheets by Sheet Number option, then select either File Name or Page Label from the dropdown menu in order for Set revisions to stack correctly.
  3. Categorize by: Sheet Number – This setting can be found in the Categories tab of the Set Options dialog, and you’ll need change it to Categorize by: File Name to categorize the sheets correctly.

Rebuilding Your Set tags

If a Set is created in Revu 2016 or above and then opened in Revu 2015 or below, all Tag functionality will be disabled and the Edit Tags icon will be grayed out.

Although the Tag information was removed from the Set (.bex) file when it was saved in the older software, the Tag data on the individual sheets is still intact. You can verify this by looking in the Tags section of the Properties (Alt+P) panel. You can restore the Tag information to the Set by rebuilding the Set:

To rebuild a Set in Revu 2018 that was saved in Revu 2015.6 or below:

  1. Open the Set in Revu 2018
  2. Click Modify Set in the Sets toolbar. The Set: {set-name}.bex dialog will open.
  3. Click Options. This opens the Set Options dialog.
  4. Go to the Sorting tab and fill in the Sort Tagged Sheets by Sheet Number checkbox.
  5. Click the Tags tab.
  6. Fill in the Auto Tag: Revision Number per Sheet Number checkbox.
  7. Click Plus plus on the left side of the dialog. The Tag Field Editor dialog box will display.
  8. Click the Default tab and select Sheet Name (Text) from the Tag drop-down menu, and then click OK.
  9. Click Sheet Name in the Tag Name column. Use the blue triangle up to move it to the top of the list.
  10. Click OK. This takes you back to the Set: {set-name}.bex dialog.
  11. Click OK. You’ll be taken to the Add Tags dialog. You’ll be prompted to reselect the page regions you created when you first built the Set.
  12. Click OK. Revu will scan the drawings and restore the tags. The Edit Tags button is no longer grayed out in the Sets toolbar, and all Revisions will be stacked correctly.
  13. Save the Set.
This process doesn’t restore the page regions that were selected for Tags when the Set was originally built. However, you’ll be prompted to reselect them the first time you add new drawings to it.

Saving a Set with categories when using Revu 12.6 and below

As we mentioned earlier, if you create a Set with Categories (introduced in Revu 2015) and then open it in Revu 12.6 and below, it won’t display as it does in newer versions of Revu because the Categories won’t be recognized. Additionally, saving a Set with Categories using Revu 12.6 or below will overwrite any Category data in the Set (.bex) file. These Categories would have to be recreated with Revu 2015 or above.

Revu 2017 and older

Problem

You’ve created a Set in one version of Revu, which a colleague has opened in an earlier version of the software only to find that some options such as those for revision stacking or sheet sorting aren’t available, and the Set doesn’t look the same.

-Or-

You’ve created a Set in one version of Revu, which a colleague has opened and saved in an earlier version, and when its returned, you opened it to find that certain features, such Tags have been “lost.”

Why does this happen?

This happens because the Set was created in a newer version of Revu using features that don’t exist in the older software.

An example of this is the Categories feature which was introduced in Revu 2015.0. If you create a Set with Categories in Revu 2015 and above, then open it in Revu 12.6 and below, the files won’t be organized according to their document Categories (Architectural, Electrical, Structural, etc.) because that feature can’t be recognized.

Solutions and Best Practices

Let’s look at some very important details, which should be taken into consideration if your Sets are going to be opened in older versions of Revu.

Revu 2016 and Above

If there’s a possibility that a Set you’re creating in Revu 2016 and above might be opened in Revu 2015 and below, it’s important to know that it may not look the same because the options and settings listed in this section don’t exist in older versions Revu. This means you’ll need to either adjust or disable them as described below.

You can access the first two settings while creating a Set by clicking Options in the Set: New Set.bex dialog.

If you want to change them for an existing Set, click Modify Set sets-modify-singular in the Sets tab toolbar, followed by Options when the Set: {set-name}.bex dialog opens.

Sort Tagged Sheets by Sheet Number – Because the Tags feature isn’t available in Revu 2015.6 and below, you’ll need to disable this option.

Stack Revisions by: Sheet Number, Revision Number – You’ll need to remove the checkmark from the checkbox labeled Sort Tagged Sheets by Sheet Number, and then select either File Name or Page Label from the dropdown menu if you want the revisions stacked correctly.

Categorize by: Sheet Number – This setting can be found on the Categories tab of the Set Options dialog, and you’ll need change it to File Name if you want the sheets to be categorized correctly in Revu 2015 and below.


What Actually Happens When You Create a Set in Revu 2016 and above, then save it in Revu 2015.6 and Below

But, what if you’ve created a Set in Revu 2016 or above without knowing it’s going to be opened, modified, and then saved in an older version of Revu? All you know is other people have worked on the set, and the next time you open it, you realize that all Tag-related functionality has gone, and the Edit Tags tags icon in the Sets toolbar is grayed out.
sets-tab_toolbar-GREYED-OUT-TAG
Although the Tag information was removed from from the Set (.bex) file itself when it was saved in the older software, the Tag data on the individual sheets is still intact. You can can verify this if you want to by looking in the Tags section of the Properties tab for an open file. This means you can restore the Tag information to the Set file, and rebuild the Set by following the steps listed below.
file-properties-tab
To Rebuild a Set created in Revu 2016 and above, then saved in Revu 2015.6 and below:

  1. Open the Set in the newer version of Revu.
  2. Click Modify Set sets-modify-singular in the Sets toolbar. The Set: {set-name}.bex dialog will open.
  3. Click Options. This opens the Set Options dialog.
  4. Go to the Sorting tab and fill in the Sort Tagged Sheets by Sheet Number checkbox.
  5. Click the Tags tab.
  6. Fill in the Auto Tag: Revision Number per Sheet Number checkbox.
  7. Click Plus plus on the left side of the dialog.
  8. Click the Select Tag Field tab and choose Sheet Name (Text) from the Name & Type dropdown menu, and then click OK.
  9. Click Sheet Name in the Tags list and use the blue triangle up to move it to the top of the list.
  10. Click OK. This takes you back to the Set: {set-name}.bex dialog.
  11. Click OK. You’ll be taken to the Tags dialog.
  12. Click OK. Revu will scan the drawings and restore the tags. The Edit Tags tags icon is no longer greyed out in the Sets toolbar, and all Revisions will be stacked correctly.
  13. Save the Set.
This process doesn’t restore the information about the page regions that were selected when the Set was originally built. However, you’ll be prompted to reselect them the first time you add new drawings to it.

What Happens When You Save a Set with Categories (Revu 2015 and above) using Revu 12.6 and Below?

As we mentioned earlier, if you create a Set with Categories (introduced in Revu 2015), then open it in Revu 12.6 and below, it won’t display as it does in the newer version because the Categories can’t be recognized. Because of this, saving a Set with Categories using Revu 12.6 and below will overwrite any Category data in the Set (.bex) file.

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