Sharing user profiles

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David Brubacher posted 12-08-2023 09:19

We are looking to share a template user profile amongst 20 or so users. I see that I can save my options, ribbon and templates to the cloud but I don't see any option to share that with a group of other users. In Civil3D we have a shared folder on a server with all resources needed for different users and jobs. If I update a resource and save it to the shared location, it's immediately available, but I see no equivalent in TBC.
This applies to settings, feature libraries, macros, plan sets - you name it. I know locally everything of interest is in C:\ProgramData, but no settings I have found allow me to point TBC elsewhere for some or all of the data.

What are others doing to manage profile information?

Francisco Guerrero posted 12-08-2023 09:53

ME my two cents

, I have never did a profile or before the profile created a template. I have always just opened a empty TBC project and started from scratch for all me setting and importing - line type, hatches, plan set sheets, added layer ands groups. so on and so on.

A I posted 12-11-2023 07:54

I have a template that was given to me by someone else but it is nearly empty. I've workshopped it and imported my own files and have it saved as its own template drawing instead of saving it as a template. I'm the only one in my company that uses TBC but most of the information that I've gotten has been imported from CAD template drawings that we have so that my work on TBC is consistent with my work in other drafting software programs. I usually just copy the template drawing and save-as to the name of the project I'm working on.

Dave Olander posted 12-12-2023 08:22

I think I can help with some of your issues:

Feature Libraries: For feature library default location, you can set the path in Options. File --> Options, General --> File Locations. For the default feature library of a new project, that is in the project template (VCT). You can save an option file by clicking "Manage Options" in the lower left corner and exporting a configuration file. I usually keep these sorts of things on a network drive so that I can quickly get a new computer going.

Templates: Set the default template location to a shared directory that all supported users can access. Then you can share your 'options' file with them that has that location (and the other options) applied to it. I believe all of these files overwrite existing options and customizations.

Macros: Those might take a little bit of work, but they are all in the same folder, so it is pretty easy to share, as long as the recipient has rights to place them in C:\ProgramData\Trimble\MacroCommands3.

Ribbon and quick access toolbar: Right click in an open portion of the ribbon. Select "Customize Quick Access Toolbar" or "Customize Ribbon". From each of those you can create a configuration file by clicking 'Export' and share that with others.

Katie Byron posted 12-20-2023 10:41

I usually put them on a shared Drive location, and add have others pull it from there.

Use caution with the custom ribbons. When TBC and TBC-HCE combined back on v4.0, I absolutely hated the new ribbon (being an HCE user). The first thing I did was customize a ribbon back to as much as I could remember from HCE. Has bit me ever since. I say that because there are so many new commands that are being added, that when you upload a custom ribbon from an older version, it's hard to find the new commands sometimes (especially if you're not familiar with what exactly you lost). You also tend to lose the images of the new commands. With that being said, I usually only update my TBC once a year in January-ish, and I screenshot everything I have on my current ribbon as it tends to change throughout the year, and everything on the new ribbons, then just customize a new ribbon from scratch so that I can integrate the new commands easily enough and keep their original images.