Downgrade from BIMcloud to BIMcloud Basic

Note: To complete this process, you must log in as Master Administrator.

Follow these steps to downgrade the full BIMcloud to the BIMcloud Basic version.

1.Log in as Master Administrator.

2.Alert all users who are connected to the BIMcloud that they must save their work. Access to the server will be locked during the downgrade process!

3.Go to the Servers page of BIMcloud Manager.

4.Select the BIMcloud Manager Server.

5.Open the Licenses page.

6.Click Downgrade.

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As part of the downgrade process, you must reconfigure certain Manager definitions, because downgrading involves the loss of certain features.

Using the Downgrade Wizard

The Downgrade Wizard appears at the edge of your screen, prompting you to complete each step.

For the current step, click Check.

If this step applies to you, it will be shown with a red warning triangle, and you are automatically taken to the right page of BIMcloud Manager, where you can adjust the settings as directed.

When you complete the step, click Check again. If everything is OK, the red warning changes to a checkmark, and you can move to the next applicable step.

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If a certain step is not applicable (e.g. you have no subfolders that need removing), it is grey.

To abort the Downgrade process, click X in the progress bar at the top of the Wizard.

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STEP 1: Create Backups

Make sure you have backups of your BIMcloud Manager and BIMcloud Servers.

If you abort the downgrade process before completing it, you must use these backups to restore the original state of the BIMcloud.

STEP 2: Lock Version

BIMcloud Basic can support only one version of ARCHICAD. Once you choose your preferred ARCHICAD version, your BIMcloud Basic will be able to host only Teamwork projects that were created in that version. For example, if you lock to version 22, then your BIMcloud Basic can host only ARCHICAD 22 projects.

1.Go to BIMcloud Manager > Settings > Status. (Or click Check in the Downgrade wizard to take you there.)

2.At Supported project version: Choose the single ARCHICAD version to support (e.g. ARCHICAD 22).

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STEP 3: Delete Incompatible Projects

In the previous step, you locked BIMcloud Basic to a particular ARCHICAD version.

Now you must delete all incompatible projects from BIMcloud Manager - that is, all projects from other ARCHICAD versions:

1.Go to the Projects page of BIMcloud Manager. (Or click Check in the Downgrade wizard to take you there.)

2.Select the Project(s) to delete.

3.Click Delete.

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STEP 4: Move Projects

BIMcloud Basic supports only one level of folders in the Projects Root.

If your Projects are located in lower-level sub-folders, you must move them now:

1.Go to the Projects page of BIMcloud Manager.

2.Select any Project(s) that are located in sub-folders. (Or click Check in the Downgrade wizard to take you there.)

3.Click Move, then select a target folder: either the Projects Root, or else another folder that is one level below.

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STEP 5: Move Libraries

In BIMcloud Basic, Libraries can be located only in the default Libraries folder.

If you have Libraries in other folders, you must move them now to the default Libraries location.

1.Go to the Projects page of BIMcloud Manager. (Or click Check in the Downgrade wizard to take you there.)

2.Select any Library located in a non-default location.

3.Click Move, then select the default Libraries folder.

STEP 6: Eliminate Sub-Folders

BIMcloud Basic supports only one level of folders in the Projects Root.

If your Projects page contains any sub-folders, you must delete them now:

Note: These sub-folders are now empty: in the previous steps, you moved any projects or libraries they had contained.

1.Go to the Projects page of BIMcloud Manager. (Or click Check in the Downgrade wizard to take you there.)

2.Select any sub-folders.

3.Click Delete.

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STEP 7: Delete All Tags

Tags and the My Tags page of BIMcloud Manager are not available in BIMcloud Basic. This step will delete and remove all tags you have assigned to Project/Library items.

1.Go to the Projects page of BIMcloud Manager. (Or click Check in the Downgrade wizard to take you there.)

2.You are prompted to Delete All Tags.

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STEP 8: Disconnect BIMcloud Servers

BIMcloud Basic can connect to only a single BIMcloud (model) Server.

In this step, remove all extra BIMcloud Servers, so that only one remains.

1.Go to the Servers page of BIMcloud Manager (Or click Check in the Downgrade wizard to take you there.)

2.Select the BIMcloud Server that will no longer be used

3.Click Disconnect.

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STEP 9: Disable external Snapshot folder

The option to save Snapshots to an external folder is not available in BIMcloud Basic.

If you have activated this option in BIMcloud, you must now disable it, in order to use BIMcloud Basic.

If you do not disable it, your BIMcloud server will go offline after the downgrade!

1.Open the BIMcloud Server Configurator from the tray icon:

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2.The Configure dialog box opens. Click Next to open the BIMcloud Only settings page.

3.Uncheck the box to Save Snapshots.

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STEPS 10 and 11: Move BIMcloud Server and/or BIMcloud Manager

BIMcloud Basic does not support folders on the Servers page.

If your BIMcloud Server or BIMcloud Manager is located in a folder, you must move it to the Servers Root:

1.Go to the Servers page of BIMcloud Manager (Or click Check in the Downgrade wizard to take you there).

2.Select the Server that is located in a folder.

3.Click Move to Folder, and choose the Servers Root.

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STEP 12: Eliminate Folders from Server Root

BIMcloud Basic does not support folders in the Server Root.

Note: These folders are now empty: in the previous steps, you moved any servers they had contained.

1.Go to the Servers page of BIMcloud Manager (Or click Check in the Downgrade wizard to take you there).

2.Select the folders.

3.Click Delete.

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STEP 13: Change to Simplified Permissions

In BIMcloud Basic, only Simplified Permissions mode is available.

1.On the Servers page, select the BIMcloud Manager (Or click Check in the Downgrade wizard to take you there).

2.In General Settings, click Edit, and choose the Simplified option at Management Roles.

3.Click Save.

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STEP 14: Disconnect LDAP Services

LDAP is not available in BIMcloud Basic.

1.On the Servers page, select the BIMcloud Manager and go to the LDAP page (Or click Check in the Downgrade wizard to take you there).

2.Select the Directory service from the list and click Disconnect.

Complete Downgrade

As shown in the Wizard, you have successfully completed all the steps required for downgrade.

Click Downgrade to complete.

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