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Autodesk®

Civil 3D®

CAD Manager’s Guide

Autodesk® Civil 3D® 2007 software is a powerful,

mature, civil engineering application designed to

significantly increase productivity, save time, and

decrease costs. It uses an industry-proven

dynamic engineering model that maintains

intelligent object relationships, so a change made

in one place instantly updates your entire project

to help you work faster and more accurately.

This document is designed for CAD and IT

Managers responsible for deploying Autodesk Civil

3D in their organizations. For the existing

Autodesk® Land Desktop customers, there are a

number of new technologies introduced in

Autodesk Civil 3D. With these new technologies,

there are likely to be questions on how best to

prepare for using them in a production

environment. This document identifies those areas

of consideration, and provides some guidance for

your decision making process, as well as where to

find additional information.

AUTODESK CIVIL 3D CAD MANAGER’S GUIDE

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Contents

Chapter 1: Autodesk Civil Technology Overview.......................................................... 3

Civil 3D and Land Desktop Compared.......................................................................... 3

The Importance of Civil 3D for Design Staff.................................................................. 4

Chapter 2: Deployment Considerations and Options ................................................... 6

Installation Issues ......................................................................................................... 6

Single-Site and Multisite Issues.................................................................................... 7

Installation Options: Network or Stand-Alone License Models ..................................... 8

Chapter 3: Civil 3D Configuration and Content Management .................................... 12

An Introduction to Styles............................................................................................. 12

Developing Styles....................................................................................................... 13

Managing Styles and Templates................................................................................. 14

Chapter 4: Multiuser Considerations............................................................................ 16

Managing Data with Civil 3D....................................................................................... 16

Sharing Civil 3D Data with AutoCAD and Land Desktop Users.................................. 21

Chapter 5: Training Considerations ............................................................................. 23

Developing a Plan to Address Required Skills............................................................ 23

Selecting a Consultant................................................................................................ 24

Finding Help ............................................................................................................... 24

Chapter 6: Pilot Project Strategies ............................................................................... 26

Selecting a Pilot Project.............................................................................................. 26

Pilot Project Training and Knowledge Disbursement.................................................. 26

Metrics of Your Pilot Project ....................................................................................... 27

Chapter 7: Deployment Strategies for Civil 3D 2007 ................................................... 28

Deployment Considerations........................................................................................ 28

Outside Assistance..................................................................................................... 30

Chapter 8: Support Resources...................................................................................... 31

Free Support Resources............................................................................................. 31

Fee-Based Support Resources .................................................................................. 32

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Chapter 1: Autodesk Civil Technology

Overview

Autodesk® Civil 3D® 2007 software is a powerful, mature, civil engineering application

designed to significantly increase productivity, save time, and decrease costs. It uses an

industry-proven dynamic engineering model that maintains intelligent object relationships,

so a change made in one place instantly updates your entire project to help you work

faster and more accurately.

Civil 3D and Land Desktop Compared

If you’ve never seen or tried Civil 3D, your first questions might be, Why bother? Isn’t Civil

3D just the “next version” of Autodesk® Land Desktop software? If not, how is it different

from Land Desktop?

Land Desktop (and its predecessors) has been the workhorse civil engineering design and

drafting application for engineering designs for more than a decade. And although it was

an integral part of countless numbers of successful projects, it had reached the limits of

what it could do based on the technical foundation on which it was built. Therefore,

Autodesk decided to create a new model-based tool for design professionals.

Unlike previous technology from Autodesk, Bentley, EaglePoint, and others, Civil 3D was

built from the ground up as a model-based, multiuser production tool that can help users

overcome the technical and industry challenges that most organizations face. These

challenges include the following:

• Synchronizing design elements and labels across many pages and among many

users

• The time-consuming task of revising designs and drafting

• Constant industry pressure to do more work with less staff

• Competition with other firms for the best people

• Lack of integration of engineering design applications and drafting tools for

creating final construction plan sets

Dynamic Model and Automated Annotation: As a project moves through the design

process, certain adjustments may be required that affect related elements in the project.

For example, if after designing a subdivision road, you determine that a fill slope

encroaches on a wetland area, you may need to adjust the horizontal and vertical

alignments to limit the affect on the wetlands. Using traditional software, this change

would require several tedious rework steps: erase original design; create new design;

draft new design; review for impact on wetlands; repeat as needed until design criteria are

satisfied.

Dynamically linked models in Civil 3D greatly reduce the time required to accomplish

these tasks. Civil 3D lets you create dynamically linked models of your project element

and annotation. In the simplest terms, dynamically linked models are related entities in a

drawing that automatically update when changes are made to one of the entities. These

entities include drawing objects that constitute the model itself (such as digital terrain

models, alignments, and corridors) and the annotation or labels associated with the

objects. The appearance and behavior of these objects and labels are controlled by

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styles. Through styles, Civil 3D gives users great flexibility in the presentation of design

elements.

The Importance of Civil 3D for Design Staff

The Civil 3D application was created for both drafters and designers. Although Civil 3D is

valuable as a drafting tool, the greatest benefit is achieved when it is used as an

integrated part of the design process from which the final drafting can be extracted.

Civil 3D for Engineers

One of the challenges that engineers face during the initial design process is evaluating

several possible design configurations and selecting the best solution. Often time and

budget constraints limit the engineer’s ability to examine multiple design options, resulting

in a “good-enough” design. Because of its powerful design tools, dynamically linked

model, and easy-to-use interface, Civil 3D lets the engineer examine many possible

solutions and select the best, resulting in better overall designs. In addition, the nature of

the dynamic model means that design elements are always synchronized, eliminating

costly errors before they even happen. Simply put, Civil 3D helps engineers create better

designs in less time with fewer errors.

Another huge challenge is the effort involved in revising designs. Again, the dynamic

model makes the engineer’s tasks easier. Changes to one component of the model are

automatically reflected in associated elements, accelerating the process and reducing the

chances for error. For example, after the initial layout of an alignment, the alignment may

need to be moved. Because of the dynamic link between the alignment and its labels,

graphical changes to the alignment (for example, by grip edit) result in immediate changes

to the station and geometry point labels. There is no need to redefine and relabel the

alignment. Both are done automatically.

Civil 3D for Drafters

The purpose of a set of construction plans is to convey the engineering design intent to

jurisdictional authorities and the contractor so the project can be approved and built. It is

the drafter’s job to create a set of plans that achieves these objectives. Civil 3D object and

label styles make the drafter’s tasks much easier.

First, object styles provide a simple yet powerful method for creating design elements that

look the way they should, adhering to an organization’s standards. Elements of the design

object are automatically set to the correct linetype, color, layer reference, and so forth.

Changes to the design are immediately reflected in the object’s appearance. For example,

various styles for surface objects can be created and used to change the display of the

existing ground at various stages of the project. For presenting the topographic survey,

the surface contours may be presented as heavy, continuous lines. As an underlay to the

proposed grading design, those same surface contours can be shown as light, dashed

lines. It’s easy to achieve this effect simply by changing the surface style applied to the

surface object.

Second, label styles make the labeling and annotation of design elements much easier

than in the past. Simply create label styles to match your organization’s standards. When

design elements change, the labels update automatically. For example, if a surface is

modified, all contour and spot elevation labels automatically update to reflect the changes.

In addition, all labels on associated design elements, such as profiles and cross sections,

also update automatically. This functionality is the same for all design elements: points,

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surfaces, grading, parcels, alignments, profiles, sample lines and cross sections, pipe

networks, and corridors.

Civil 3D for Your Entire Organization

In addition to these significant benefits for engineers and drafters, Civil 3D is important to

the entire organization, addressing other areas of concern in the industry:

Owners, principals, and managers:

• Get more work done with fewer resources

o Save time across the board as a result of synchronized design data and

drawings

• Minimize cycle time to integrate design iterations

o Make even late-stage revisions quickly and easily

o Minimize schedule delays, and keep projects profitable

• Correct the balance of time spent on projects

o Minimize need for dedicated drafting support staff

• Prepare for emerging trends such as GPS machine guidance

o Gain all the benefits of 3D modeling

o Generate 3D models automatically, requiring no additional time

CAD managers and IT personnel:

• Use a powerful standards implementation and enforcement tool

o Easily deploy updated organization standards via styles and templates

o Use styles to make it easier to do things right than to do things wrong

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Chapter 2: Deployment

Considerations and Options

Installation Issues

This chapter covers planning issues related to the deployment of Autodesk Civil 3D

software. Issues to consider include what software needs to be installed, how the

installation will be performed (network deployment or individual machines), and who will

perform the installation (you or an outside consultant).

Software to Be Installed

The first consideration is to determine what software to install. In the civil/survey sector,

software could include the following:

• Autodesk Civil 3D/Autodesk® Survey add-ons (Trimble® Link, Leica® X-Change,

Carlson Connect)

• Autodesk Vault and Autodesk Vault Explorer

• Autodesk® Land Desktop Companion/Survey Extensions (Trimble Link, Leica X-

Change, Carlson Connect)

• Autodesk® Civil Design Companion

• Autodesk® Raster Design

• Autodesk service packs, updates, and fixes

• Third-party applications that run on top of Civil 3D or Land Desktop

• Autodesk® DWF™ Viewer; DWG TrueView™

• Autodesk Express Tools

New Autodesk Civil 3D users may want to install Land Desktop Companion, Civil Design

Companion, or both. These applications can be installed in a manner similar to that used

for Autodesk Civil 3D, either stand-alone or as a network deployment.

Once you have determined what to install, document the order in which the software

needs to be installed. Be sure to document any patches, service packs, or fixes installed.

Finally, document what machines the software will be installed on. This documentation

helps you determine hardware requirements in the next section.

Autodesk Civil 3D includes a Network Installation wizard. This wizard enables you to

create either a multiseat stand-alone or network deployment file so you can push the

installation to the workstations rather than use the installation CD at each machine. This

wizard drastically reduces installation time if you need to install on multiple machines.

Network installations provide many benefits, especially for large deployments, including

the following:

• Flexibility in how the application is delivered to the workstations (either “pushed”

from the server or “pulled” by the workstation)

• Standardization of the initial application settings, such as user interface and

support path configuration

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• The addition of user-defined or third-party add-ons

In addition to the benefits at the time of initial deployment, network installations make it

easy to add updates, service packs, and extensions to the original image when creating

new deployments.

It is important to note that you can also use the Network Installation wizard to create

installation images for use in stand-alone installations. This is called a multiseat stand-

alone deployment. In these environments, the client workstations won’t use the license

manager but can still take advantage of the benefits listed previously.

IT Coordination

After you have determined what software to install, and which machines that software will

be installed on, you need to coordinate the installation with your IT department (if this

involves personnel other than yourself). Items to consider include the following:

• What operating system are you using on the client and server? Only Microsoft®

Windows® systems are supported (Novell®, Unix®, and Linux® systems are not

supported).

• Who will perform the installation? The CAD manager or the IT department?

• Who will authorize the software (obtain licenses, activate software, and so forth)?

• Who will download and install updates and service packs?

• Do you have administrator access to the workstations?

• Do you have administrator access to the server?

• Can you reboot the server (if installing FLEXlm® license management software)?

• When will the installation take place? After hours? On weekends?

• How long will the installation take?

• Will the software be installed in stages or simultaneously to all users?

• What must happen before the installation? Hardware upgrades, new computers,

and so forth?

• Do you have antivirus software? Can you temporarily disable it?

• Has your key data been backed up, and risk to data minimized?

Single-Site and Multisite Issues

Your organization may have multiple locations where Civil 3D is to be used. There are

generally no problems with this type of configuration, unless you have specific needs,

such as employees from multiple offices working on the same project at the same time. A

multisite configuration may experience poor system performance, legal issues, or both,

relating to which license structure you choose. Whether you have a single site, multiple

individual sites, or multiple sites that act as one, you need to consider the following:

• Will you share licenses between sites?

• Do you have enough licenses to meet all users’ needs in all offices?

• Do you require licensing reporting (SAMreport)?

• Do you want to create license restrictions?

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• How reliable is the connection to the license server? On the local area network

(LAN)? On the wide area network (WAN)?

• Do you need the ability to check out licenses from the license pool?

• What kind of network hardware do client workstations encounter when

communicating with the server? Certain ports have to be opened by the network

administrator for FLEXlm software to work.

• What is your WAN uptime?

The answers to these questions help determine what FLEXlm tools to install and use for

training. Answers also help determine any hardware upgrades that may be required. You

also need to examine how you would like to share data.

• Do multiple people need simultaneous live connections to the project data?

• If so, how fast and reliable is the network connection?

• Dropped packets of data can cause irrecoverable model files. Are you

experiencing anything like this with any other application?

The answers here also help determine hardware requirements.

Installation Options: Network or Stand-Alone License

Models

The next installation consideration is licensing. If your organization has stand-alone

licenses, you need to authorize each workstation individually. You also need a unique

license for each workstation running Civil 3D. If you have multiseat stand-alone licenses,

the products can be installed via a network deployment using a single serial number. The

first time the application is run, it is authorized via the Internet. If no Internet connection is

available, the software must be authorized manually. This step takes extra time, so be

sure to plan for it. Although installed via the network, multiseat stand-alone installations

share the same licensing characteristics as single-seat installations in that each

workstation installation requires a license.

Network licenses enable your organization to “pool” licenses, making them available to

workstations upon request. Each workstation has Civil 3D installed, but the software

functions only after a valid license has been obtained from the license server. The concept

behind floating licenses is that not all users are using Civil 3D simultaneously, and

therefore every workstation does not need its own license all the time (which is what

happens in single- and multiseat stand-alone installations). By pooling licenses, your

organization can purchase only the number of licenses needed. If the need for more

licenses later arises (for example, if employees are added to your organization), they can

be purchased and easily added to the license pool.

If using network licensing, you have a few more considerations and options than in the

stand-alone configurations. First, you need to schedule the installation of FLEXlm on the

license server. If you are already using FLEXlm for license management, determine the

version and upgrade the software if necessary. When scheduling the installation or

upgrade, be sure that you have administrator rights to the server, and verify that you can

reboot the server. You should also determine whether your organization requires FLEXlm

reporting tools. Finally, obtain a license file from your reseller or from the Autodesk

Business Center. This step requires the server name and MAC address of the license

server.

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Also determine which licensing server option best suits your organization’s needs—single

server, distributed server, or redundant server. For more information about these servers,

see the next section.

Stand-Alone License Options

Stand-alone installations are those that are licensed for use of the application locally on

the workstation. There are two ways to deploy Civil 3D for a stand-alone installation:

single-seat stand-alone (commonly referred to simply as stand-alone) and multiseat

stand-alone.

Single-Seat Stand-Alone: This is the simplest installation. Simply install the software on

the workstation using the installation discs. The discs come with a serial number that is

used to authorize the application either automatically online or via the Autodesk Business

Center. Use this option for small deployments of five or fewer users.

Multiseat Stand-Alone: This stand-alone installation makes deployment easier by

enabling you to create an installation image on a network server one time and then install

the application on the workstations from the image. The advantages over the single-seat

option are that you do not need the physical discs. Users in your organization can install

the software themselves by clicking the deployment shortcut on the server. In addition,

you can use a single serial number for all deployments. This deployment method is best

for situations with many mobile users who are disconnected from your organization’s

network for extended periods of time and or with remote computers (desktop or laptop)

that have limited or no Internet connectivity.

Contact the Autodesk Business Center or your reseller to have them issue a multiseat

serial number. This method of deployment is similar to a licensed deployment but does

not require a continuous connection to the license manager (see below), and it does

require a separate license for each workstation.

Network License Options

In a stand-alone deployment, each installed instance of Civil 3D requires a license for the

application to run. Network installations pool licenses on a license server and distribute

them on an as-needed basis to the workstations on the network. Therefore, each

workstation does not have its own license, but rather requests one when a user launches

Civil 3D. If a license is available, one is issued. If not, the user must wait until a license

becomes available. Civil 3D uses FLEXlm to manage licenses, which must be installed

before Civil 3D will function on the workstations.

Single Server: With the single-server model, license management takes place on one

server. The license file is created and resides on that server, which represents the total

number of licenses available.

For most firms this is the recommended configuration.

The single-server model has the following characteristics:

• Easy to install

• Requires the least amount of maintenance.

• Requires only one server

• Can be used across WAN (assuming reliable WAN connection)

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• No built-in redundancy (This limitation can be overcome by having another

server, even the CAD manager’s workstation, set up as a license manager and

have the workstations look to it as the secondary server. This is done more or

less automatically in the distributed server model.)

Distributed Server: With the distributed server model, the Network License Manager is

distributed across more than one server. To create a distributed server pool, you must

install the Network License Manager on each server that is part of the distributed server

network. At a minimum, you must install the Network License Manager on each server

that you want to manage licenses.

When Civil 3D is deployed to the workstation, the server installation adds a new

environment variable on each workstation that identifies the license server that the client

communicates with to obtain a network license. This environment variable includes a

pointer to each of the distributed servers on the network.

The distributed server model requires a unique license file for each server.

This configuration is commonly used in larger organizations with multiple offices,

segmented networks, or both.

The distributed server model has the following characteristics:

• Easy to install

• Requires more maintenance compared to single server

• Requires at least two servers with different license files

• Can be used across WAN (assuming reliable WAN connection)

• Flexible in configuration: automatically establishes search paths on workstations

for primary and secondary license servers

• Allows sharing of licenses among offices or departments

• Some built-in redundancy with workstations looking for primary and secondary

license servers

Redundant Server: With the redundant server model, you must use at least three servers

to authenticate a single license file. One server acts as the master, while the other two

provide backup if the primary server fails. Using this configuration, the system continues

to monitor and issue licenses as long as at least two servers are functional.

For organizations that cannot afford for their CAD systems to be down for any length of

time (even a few minutes), the redundant server model provides uninterrupted license

management in the event of a primary server failure.

However, there are easier ways to provide server backup and redundancy using the other

two configuration models. Work with your reseller or independent CAD consultant to

review these other methods.

The redundant model is not recommended for most customers.

The redundant server model has the following characteristics:

• Built in fault-tolerant redundancy: if the primary license server fails, the others

automatically assume license management duties

• Works only with Windows 2000 Server and Windows 2003 Server

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• Requires a minimum of three separate servers

• Difficult to implement and maintain

• Requires more planning and expertise than other configurations

Combining Licenses: In environments with licensed seats of both Land Desktop 2007

and Civil 3D Land Desktop Companion, network licensing has been simplified compared

to previous releases. Both Land Desktop 2007 and Civil 3D Land Desktop Companion

now use the same feature code. Civil 3D 2007 has its own feature code, separate from

Civil 3D Land Desktop Companion.

Land Desktop and Civil 3D licenses cascade in the following manner:

• If a user has Land Desktop 2007 and Civil 3D 2007 on a single workstation and

launches Land Desktop 2007 when there are no Land Desktop licenses

available, Land Desktop consumes a Civil 3D license.

• The server keeps looking for an available Land Desktop license. If it finds one, it

returns the Civil 3D license and takes the Land Desktop license.

• If a user tries to launch Civil 3D and a Civil 3D license is not available, Civil 3D

will not take a Land Desktop license.

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Chapter 3: Civil 3D Configuration and

Content Management

A successful implementation of Autodesk Civil 3D requires an appraisal of current

hardware and software, careful planning of user training, and preparation of necessary

background support customization and templates. A successful CAD manager

understands not just the software features but also the effort that goes into making

software use as effortless as possible for the end user. This chapter introduces Civil 3D

styles, discusses strategies for developing styles, and looks at management techniques

for keeping a company’s expanding collection of styles and content in check.

An Introduction to Styles

Civil 3D works with on a collection of custom elements representing alignments, surfaces,

profiles, and other design objects. Display of Civil 3D objects is based entirely on styles.

Styles control the color, linetype, lineweight, and linetype scale of Civil 3D objects and

their nested components. Learning how to use, develop, and manage styles in Civil 3D

can mean the difference between a successful transition from other CAD platforms or a

frustrating, costly experience that results in the firm reverting to its original design

package. This chapter provides background information on Civil 3D styles needed to plan

a strategy for their development and management within the CAD organization.

Styles apply not only to objects, but also to labels for those objects. In Civil 3D, display of

the Civil 3D objects can take either a ByStyle or ByLayer approach. The following table

summarizes key differences in these two approaches.

Advantages Disadvantages

ByStyle

Approach

• Hard-coded display helps

ensure that standards are

followed.

• Style-level display control

means fewer layers to manage.

• A single dialog box controls the

display of most Civil 3D objects.

• Difficult to manage

downstream data.

• Not obvious to layer-trained

users.

• Requires a new style for every

display permutation.

ByLayer

Approach

• Comfortable to end users.

• Works well with others using

Civil 3D content as background

or xref data.

• Fewer styles to manage.

• AutoCAD users can manipulate

display using familiar layer

controls.

• Requires layering and Civil 3D

standards for adequate

control.

• Difficult to track down various

component controls.

Because Civil 3D styles cannot be modified in any other version of AutoCAD® software,

most Civil 3D implementations currently use the ByLayer approach. That approach allows

the creation of styles in Civil 3D that are the most flexible for more users.

In addition to the main Civil 3D objects having their own styles associated, many

subcomponents have a style as well. For example, contour labels are a subcomponent of

the surface object, and major station styles are a subcomponent of alignments. In the

entire Civil 3D model, more than 100 types of styles can be defined. Thankfully, you don’t

have to create them all from scratch.

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Label styles also have a parent-child relationship that

merits more understanding for a CAD manager directing

the deployment across a production team. The parent-

child relationship in Civil 3D acts much as it does in

standard AutoCAD dimensions. The child inherits all the

properties and functionality of the parent, but allows for

changes at its own level. This concept is important

because it can be used to quickly and simply modify a

large number of labels depending on client or agency

CAD standards.

Developing Styles

Civil 3D ships with several templates for designs using both imperial and metric units.

These templates represent typical use cases in the land development field. In addition to

ByLayer and ByStyle templates, Civil 3D 2007 includes some requested and more

expansive templates. They are as follows (with references to imperial and metric for

clarity):

• NCS Base: This template contains a basic style for every

element, and little else. It is designed for the CAD

manager who wants to build from scratch with little

overhead. This template should be used only by

experienced Civil 3D users because there is little material

in the template file to modify.

• NCS Classic: This template contains styles that reflect

the built-in appearance of the Autodesk Land Desktop

program. This template allows a user to move easily to

Civil 3D and get acceptable results quickly and easily.

• NCS Extended: This template contains multiple styles for

almost every Civil 3D object. The variety of use cases

and permutations in this template makes it a good place

to start. The less experienced CAD manager can use it to

explore how styles and labels are built. Plus it gives more

experienced CAD managers a wide variety of use cases.

This template is the most fleshed out.

By using one of these templates as a starting point, you can begin to understand the

wealth of display and labeling options that Civil 3D offers.

The templates that come with Civil 3D provide many styles that work out of the box with

little customization. In addition, they provide a large repertoire of samples that CAD

managers who want a more custom approach can modify. Creating styles is an important

part of managing the product during a successful deployment. Consideration should be

given to how your firm will develop its catalog of styles. Two approaches can be taken:

bringing in outside help, or doing the work in-house. The merits of both are discussed in

the following section.

Bringing in Outside Help

Outside help, whether resellers, professional consultants, or even temporary technicians,

can help alleviate the pressure on a CAD manager to create and understand styles, while

maintaining an existing system and in many cases remaining billable. (For the sake of

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simplicity, this document refers to all of these team members as consultants.) This

approach works best when a well-defined CAD standards system is already in place,

enabling the CAD manager to instruct the consultant to base the styles on an existing

body of work. In cases where a firm has typical plan sheets that can be used as reference

material, this process is even simpler. Outside consultants have generally mastered

styles, helping to ensure that template creation is a not a delaying factor in the

implementation. Their experience also enables them to create more complicated styles

and make the styles closely match existing layering and display standards.

Complications from using consultants can include a lack of institutional control, poor-

quality deliverables, and miscommunication of desired deliverables. In the case of only

loosely defined CAD standards, it can be difficult to achieve a satisfactory template

because the consultant must simply guess or assume your needs. In this case, the work

might be more efficiently performed in-house.

The Do-It-Yourself Approach

Performing the work yourself is the best way to learn the program, but not necessarily the

most efficient. If your firm wants you to be a guru, however, this is the way to proceed. By

building styles, you develop a series of styles that match your standards with no chance

for miscommunication, you learn the minutiae of the Civil 3D interface to be a better

technical resource, and you create a complete body of work for your end users. Another

ancillary benefit of creating styles is the power of standardization that comes from creating

a complete palette of styles.

The obvious drawback is opportunity cost, which should be considered before you decide

to create styles for your firm. The time involved is significant, and the learning time can be

lengthy. Creating styles for things such as profile vertical curves or sanitary sewer

manholes is complicated, and typically requires several iterations to achieve the desired

result. Many CAD managers have taken on this task only to get too bogged down to make

good progress.

Combo: You work with Consultant

One approach that has been successful is a combination of these two methods. While not

leaving the entire template creation to a consultant, neither should you do it all yourself.

By bringing in a qualified consultant for training and implementation work, you get the best

of both worlds. Ask your consultant to work with you and your team to make the first few

styles that your training or pilot project will use. Make these styles with the consultant’s

guidance so you understand how styles are built and edited. Then, give the rest of the

styles creation work to a consultant and reap the benefits of expert-level efficiency and

knowledge of the software.

It’s important to understand that your styles collection will be organic, changing and

growing as standards change. Every project requires at least one or two new styles to be

created or modified. Users should have the basic knowledge to modify styles, but the CAD

manager should be in charge of maintaining the template that new drawings are created

from. With the knowledge you acquire during the initial training, you can manage and edit

styles as needed and be ready to create new styles to address future needs.

Managing Styles and Templates

Standards and styles go hand in hand. Many firms use Civil 3D styles as a convenient and

practical point in their CAD standardization process to bring order out of chaos.

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Maintenance of the firm template file should be considered during deployment and

implementation planning.

The power of Civil 3D templates is that they can be created by a few people and then

shared throughout the company. Using AutoCAD options, users can be directed to a

company template every time they click the New button. This template file can also be

used after the creation stage to verify and enforce crucial appearance issues that make a

plan set usable.

Currently, styles can be modified in every Civil 3D drawing. This functionality enables the

user to modify styles to provide a specific appearance, but it also means that it’s easy to

modify a style away from the standard. CAD managers can use the tools in Civil 3D so

that the styles being used match the standard. In addition you should implement a

procedure for adding new styles to the company template.

User creation of new styles to address specific needs is an important part of the workflow

process for a design team using Civil 3D. As users work through real-world problems, they

need new permutations of styles and entirely new ones as well. Realizing this, the CAD

manager must act as the guardian of the template, adding new material and keeping out

styles that don’t reflect company standards or good plan production.

A successful approach should include vetting new styles as they are created. Ask users to

let you know when they modify a style or make a new one. Then find out why they did so.

A unique use case or labeling requirement should be investigated, understood, and added

to the template. By letting users in on the creation and development of the Civil 3D

template, you help others to feel involved in the process. As a result, they may be more

willing to invest their skills and time to make it as complete as possible. If the user didn’t

need a new style, but created one anyway, you have an opportunity to educate and find

out how you can make your styles easier to understand and use.

Your Civil 3D template should be in a read-only location for most users. This allows you to

vet any change to the template file before adding it. New style content can be dragged

from users’ production drawings back to the template using the Toolspace in Civil 3D,

allowing for convenient and simple updating of the template.

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Chapter 4: Multiuser Considerations

As explained in the first chapter, Autodesk Civil 3D technology is different from Autodesk

Land Desktop technology in that Civil 3D users approach the project from a 3D model

point of view as opposed to a series of steps that they must complete. Project design and

drafting data are no longer stored externally from drawings, but instead are saved in the

drawings themselves. This capability allows true, real-time dynamic relationships among

objects and labels, and means that drawings exist without the need for a “project.” It also

enables users to open multiple drawings at the same time in a single Civil 3D session.

However, lacking the centralized, external project database of Land Desktop and with

object data stored in individual drawings, how do you share this data among drawings and

among users? This chapter addresses this topic as well as sharing data with team

members who don’t use Civil 3D.

It is likely that you and your users are making the transition to Civil 3D from Land Desktop

and are therefore quite familiar with the Land Desktop concept of projects. Land Desktop

projects are a disparate collection file folders, databases, text files, and proprietary files

that keep track of project data. Each drawing created using Land Desktop must be

assigned to a project and can therefore access this external project data. However, since

this data is external to the drawings themselves, there is limited real-time connection

between changes in the drawing, the project databases, and other project drawings

accessing (or “consuming”) the project data.

Managing Data with Civil 3D

There are two methods for sharing drawings and data in a multiuser environment. The first

method uses the drawing as data stores. The second uses an external file management

system called Autodesk® Vault.

Drawing Data Stores: Data Shortcuts and Data References

The first method uses the drawing files as data stores and provides sharing of certain data

via data shortcuts and data references. Read, write, and modify access to the drawings

and the data in the drawings is controlled by access to the drawings themselves. This

access control is exercised via Microsoft Windows Explorer folder permissions and via the

file-locking mechanisms built into AutoCAD software and, by extension, Civil 3D. The

concepts behind this method are as follows:

1. A drawing containing project data, such as surfaces and alignments, is attached

to a Civil 3D project.

2. You share data by creating a data shortcut to the objects you want to share with

others and then notify them (via email, phone, and so forth) of the drawing name

and location where it was saved.

3. Another user creates a drawing and attaches it to the same Civil 3D project as

your drawing.

4. The other user consumes data by creating data references to shortcut objects

you created in the first step.

5. An object referenced by the consuming drawings can be used as if the object

existed in the drawing itself, with the exception that it cannot be edited. However,

the object styles and label styles for the object can be changed.

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6. Design changes to the original objects in the source drawing are reflected in the

consuming drawings, similar to how linework changes in xrefs are reflected in

other drawings.

Data sharing and consumption are managed in Civil 3D. However, access permission to

data is ultimately controlled by end users’ access to the drawing files containing the data

objects. If they have full access to the drawing file itself, they have full access to edit the

objects in the drawing. Therefore, data protection relies on drawing file protection, which is

controlled via Windows file permissions.

The advantages of sharing project data via shortcuts and references are as follows:

• Ease of Use: Data shortcuts and references are easy to use and require no

external application.

• Familiarity: Drawings, and associated data, are created, shared, and accessed

in a familiar manner via the Open, Save, and Save As commands.

• Simple Permissions: File and data access is controlled simply by controlling

user rights to the folders in which the drawings are saved.

There are also some disadvantages to using drawings as data stores:

• Lack of Version Tracking: Data shortcuts and references provide no specific

method for communicating the changes made to a given version of a drawing or

data object. Communicating these changes among users is a manual process.

• Data Types: Surfaces, alignments, profiles, and pipe networks are the only data

types available.

Autodesk Vault

The second method of sharing data with Civil 3D uses the Autodesk Vault project

management application. Although Vault interaction with Civil 3D does require training

users to approach the data in a new way, the powerful data management tools and

increased data sharing functionality make it an invaluable part of a successful Civil 3D

2007 implementation.

In this section you learn the key concepts regarding Autodesk Vault, Autodesk Civil 3D

Vault add-in, and the stand-alone application, Vault Explorer.

Autodesk Vault is a data management system for sharing design data across project

teams. Autodesk Vault consists of two components: Server and Client.

Vault Server: Vault Server is a secure repository for project data external to Civil 3D. It

has two components: the relational database and the file store. The relational database

stores crucial information about project data, including version history, purpose and

content of revisions, and user and group access privileges. The file store stores the

physical copies of all versions of all files.

The following Civil 3D data types can be added directly to the Vault:

 Survey Data  Points

 Surfaces  Alignments

 Profiles  Pipe Networks

Design data can encompass many different types of files, from drawings created in

Autodesk Civil 3D or other AutoCAD-based products, to Microsoft® Word documents and

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Microsoft® Excel® spreadsheets. Autodesk Vault manages any data associated with a

design project, no matter what its type. As with Civil 3D and AutoCAD drawings, the

version history of these supporting files can be fully tracked. Plug-ins are available for

AutoCAD and Autodesk Land Desktop that allow drawings from these applications to be

checked in, checked out, and opened in read-only mode in a Vault. Vault can manage all

of the following document types:

• Drawing files (Civil 3D or others)

• Image files (JPG, BMP, or others)

• Microsoft Office files (DOC, XLS, or others)

• Civil 3D project data

• Microsoft Database files (MDB)

The Vault database can be installed in two ways:

• Microsoft SQL Server™ Desktop Engine (MSDE): This software is included on

the Civil 3D installation discs and requires no separate license. You can install

unlimited instances of Vault. Each Vault relational database can be up to 2 GB.

The size of the file store is limited only by the capacity of the server. This

installation typically works well for project teams of fewer than 20 members.

• Microsoft SQL Server: This software requires a separate license for the server

application, runs on a dedicated server, and is intended for large companies or

teams.

You may use the Vault Server directly for a variety of administrative and security tasks,

including creating, modifying, and deleting projects and project folders, restoring files to

prior versions, and managing backups and user access for individuals and groups.

Vault Clients: There are two distinct interfaces for the client component of Autodesk

Vault. The Vault add-in for Civil 3D is built into Civil 3D and is accessed via the Prospector

tab. Vault Explorer is a separate stand-alone application with a Windows Explorer-like

interface. Both are used to check data in and out of Vault.

• Autodesk Civil 3D Components: The Vault add-in for Civil 3D offers a fully

integrated way to manage your Civil 3D data, DWG™ files, and xrefs. When you

are working on files that are managed by Autodesk Vault, it is important to

understand that you are checking out a copy of a file that is stored in the Vault.

Vault users never directly edit the master copies. When you view a file, the

server sends a copy of the file to the client's workspace. Until they are checked

out, these files are read-only. Only one user at a time may check out a file.

Changes that have been made to checked-out files are sent back to the server

when the file is checked in.

• Autodesk Vault Explorer: Autodesk Vault Explorer is a stand-alone client

providing full access to Vault functionality. Vault Explorer enables you to add all

supported types of data, such as image files, Microsoft® Office documents, and

more. Using Vault Explorer, you are not limited to working with only Autodesk

Civil 3D files and objects.

Installing Vault

The client component (Vault Explorer) is installed automatically when you install Civil 3D

and so is the Vault add-in for Civil 3D. The Vault server components, both MSDE and MS

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SQL must be installed separately, regardless of whether the Vault is located on the local

workstation with Civil 3D or on a separate server. MSDE can be installed on the same

computer after installing and registering Autodesk Civil 3D as explained in the previous

sections.

Using Civil 3D and Vault

Vault and Civil 3D are integral to creating and managing Civil 3D projects. All the drawings

and related data for Civil 3D projects are managed and checked into the Vault located in a

specific directory on the server. Other team members can access the Vault and use this

data on their projects.

Without doubt, users are accustomed to accessing drawings using the Open command,

editing the drawings and drawing objects, and then using the Save and Save As

commands to store those edits. In addition, if your organization uses Land Desktop, you

also access project data from an external project database.

Using Civil 3D 2007 requires a fundamental shift in how users save and retrieve project

data, and in how and where data is saved. The most common method for working with

project data in Civil 3D is using Prospector to access Vault.

Logging into Vault: To create and manage projects and project data, you need to access

Vault. You can log into Vault locally if the server is installed on your machine, or from a

network server. Do this via the Prospector tab of the Toolspace in Civil 3D.

Creating New Projects: A project is a database directory that contains all the drawings

and related data for an engineering project. To set up a new project in Civil 3D, use the

Toolspace to first log in to the Vault, and then create the project.

Adding Project Data: Once you’ve created a project, you add data to it by first attaching

a drawing. At the time a drawing is attached to the project, you can also add the data

objects within the drawing. Adding drawings is done via the Prospector tab, which

launches a wizard to guide you through the process.

Working with Project Data: Working with project data involves checking drawings in and

out, and more.

• Check Out: If you want to open a drawing in a project and edit that drawing, you

need to check out that drawing. This step gives you write access to the drawing

and locks the drawing to prevent others from using it. It is important to note that

there is a process change here, in that you need to use the Check Out function

from the Prospector tab to properly open and edit a drawing file from a project.

Once you have done so, you can continue to work on that file with Civil 3D as

you always have.

To communicate the various states of the data, Civil 3D uses a set of icons.

These icons are shown in the following table:

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• Check In: When you want to add your drawings and later your drawing changes

to the project, you check the drawing in from the Prospector tab and Civil 3D

takes care of adding the changes and the data to the Vault behind the scenes.

• Open (Read Only): It is likely that at some time you will need to view a file that is

either in use (checked out) or that you have not checked out yourself. (You might

not want to check out the drawing so that others still have the ability to check it

out while you are viewing it.) In these situations, you can open the file in read-

only mode. This can be done from the Prospector tab on Toolspace by right-

clicking the drawing file and choosing Open (read-only).

• Creating References: To work with the data that is added to the project, you

need to create a reference of the object from the project. This provides a read-

only copy of the object in the current drawing, but allows you to use the object to

create design elements, as well as display it as needed.

Configuring Civil 3D

When working with projects in Civil 3D, be aware of configuration settings. Of particular

importance are the working folder, the active project, and the display of projects.

Working Folders: The working folder contains local copies of project drawings and

points. Drawings that you check out of the database are copied to the working folder.

From the working folder you can troubleshoot any problems with drawings and their

versions. By default the working folder is set during installation.

Active Project: The active project setting enables you to pick a current project and make

all project-related functions refer to that project without having to select it every time.

Display of Projects: You can also set a list of projects to display in Prospector. This

helps in situations where many projects exist and where users can make a subset of the

projects that they work with most often. When an active project has been set, the name of

the active project does not display in the list.

Sharing Civil 3D Data with AutoCAD and Land

Desktop Users

As you move to Civil 3D you may still need to exchange files with outside consultants and

users in your organization who are still using other design applications. Fortunately, Civil

3D provides several tools for doing this.

Sharing Data with Land Desktop Users

Sharing data with Land Desktop is important when implementing Civil 3D. There are

several methods for doing so, including reading and writing directly to a Land Desktop

project database, transferring data between Land Desktop and Civil 3D via LandXML, and

using Vault plug-ins. Also, you can share Civil 3D drawings with Land Desktop using the

Civil 3D object enabler.

Land Desktop Database: Civil 3D has two commands you can use to transfer data

directly to and from a Land Desktop database: ImportLdtData and ExportLdtData. As the

names imply, these commands import data from Land Desktop into Civil 3D and export

data from Civil 3D to Land Desktop, respectively.

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The ImportLdtData command can be accessed from the File menu in Civil 3D or by typing

the command name at the command prompt. You can then select

the project path and project, and import the data.

The ExportLdtData command is accessible only from the command

line and can be run only after the ARX for the ImportLdtData

command has been loaded. The easiest way to do this is to simply

launch the ImportLdtData command and then cancel it. You can

then type ExportLdtData at the command prompt to execute the

export function. It works like the import command, enabling you to

select a Land Desktop project and the data to be exported. A similar

command can also be executed from Land Desktop.

LandXML: Since its first release, Civil 3D has supported data

transfer via LandXML. Civil 3D 2007 provides data transfer with

Land Desktop and other applications that can create and parse

LandXML data.

From the File menu, select either the Import LandXML or Export

LandXML command.

Vault Plug-Ins: Plug-ins are available for AutoCAD and Land

Desktop that allow drawings from these applications to be checked

in, checked out, or opened in read-only mode in a Vault.

Sharing Data with AutoCAD Users

Sharing data with AutoCAD is also important when implementing Civil 3D. There are two

main mechanisms for sharing data with AutoCAD users: exporting to AutoCAD and using

object enablers.

Civil 3D data can be exported to AutoCAD using the Export to AutoCAD command. This

step explodes the Civil 3D objects into standard AutoCAD entities. The advantage is that

recipients of this file can then use the linework, text, and other entities as they see fit. This

solution is generally better for subcontractors and other recipients where you cannot

control their working environment or ask that they install additional software to use your

original Civil 3D objects. These objects lose all intelligence and relationship information

during the export.

Within your own firm and for users with whom you share data frequently, an object

enabler is a better solution. The object enabler for Civil 3D installs on top of AutoCAD or

another AutoCAD-based product and allows users to view Civil 3D objects in their native

format. Users can modify layers as needed to control the display of the Civil 3D objects,

without destroying the intelligence and relationships between objects. This is the preferred

solution.

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Chapter 5: Training Considerations

A training plan is a crucial part of your Autodesk Civil 3D software implementation. When

developing your training plan, consider your users’ experience, the types of projects your

organization works on, schedules, and budgets. In addition to training core users of Civil

3D, consider a plan to train other people such as managers, people who need to view

data, or IT personnel who need to maintain the software.

Developing a Plan to Address Required Skills

Training can be grouped into three general categories: basic training, advanced

(sometimes referred to as targeted) training, and mentored (or “on-the-job”) training.

There are also various combinations of these categories, including advanced custom

training and targeted mentored training.

The type of training your organization needs depends on the type of projects you work on,

the number of users, and the departmental structure of your organization. For example, if

you only design highways, the training you get should focus on the software’s road design

features, covering other features only briefly.

In addition, specific tasks may be performed by specific people. Therefore, each user may

have different responsibilities (designer, surveyor, drafter, and so forth) that require

different training. Plan to address the required skills and accommodate training for various

skill levels and tasks. Whatever the case, create an outline for the training and work with

the people in your departments to ensure that the tasks they are required to perform are

covered in the training you propose.

When creating a training plan, consider the following:

• Who will deliver the training? Will it be you? Will you bring in an outside

consultant? Will you go to your reseller?

• Where will the training take place? Will it be at your site? If so, do you have the

appropriate resources available? These include a quiet training area with

workstations, network access, projector, and possibly a microphone.

• If needed, are you prepared to grant the instructor network access so files can be

shared easily between instructor and students?

• Identify a sample data set to be used in training that represents your project

types.

• It is important that the students are able to focus on the training during class

time. You might require that attendees be “off limits” during the training or that

they not have Internet or email access. Interruptions can drastically reduce the

effectiveness of training.

• Request that the instructor tailor the training to account for different skill levels.

• Request that the instructor tailor the training to account for different tasks and

responsibilities within your organization. Training might include separate

sessions for engineers, surveyors, and drafters.

• You might also request a combination of formal training and on-the-job training.

This approach gives users a good knowledge base of the product’s features as

well as access to an expert while they work on real-world projects. The benefit is

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that you and your users can look at issues specific to your design environment.

One preferred method of knowledge transfer follows this sequence: classroom

training, mentoring (on-the-job training), reviewing and making adjustments to

training, followed by ongoing support.

Selecting a Consultant

The skill level and experience of your instructor is crucial to the success of your training

experience. Specifically, make sure a consultant meets the following two qualifications:

Real-World Production Project Experience

A consultant should have experience with your type of business. In the construction and

engineering industries, look for someone who has designed a project or worked in the

field on a project, or both. Preferably, look for a technology consulting firm with recent

experience and references that relate to the construction industry (not just the

technology).

Expert Knowledge on Product

It may seem obvious, but be sure that your consultant has thorough knowledge of the

product. He or she should at least have expert knowledge of your version of Civil 3D. In

addition to expertise with the software, the consultant must also have experience using

the software to complete a real-world project. This requirement is directly connected to the

first item. Knowing what works and what doesn’t work in a production environment is

essential.

In addition to these two crucial requirements, also consider these criteria when choosing

consultants:

• Make sure the consultant has the availability and capacity to meet your training

needs.

• Ask about the individual consultant(s) who will provide your training. Don’t

assume that because the consulting firm has a good reputation that the individual

consultant meets the two main criteria.

• If a prospective consultant’s fees seem too good to be true (very low), then they

probably are. Expect to pay for high-quality consulting. The flip side, of course, is

to be wary of consulting firms that charge overly high fees without providing

expertly qualified consultants.

Finding Help

Finding a qualified consultant is the first step in getting the most out of Civil 3D 2007.

Several resources are available to you.

Resellers

The first place to look for training services is the reseller who sold you the software.

Nearly all resellers offer training on standard features to get you familiar with Civil 3D

basics. Several offer advanced training and consulting. Many resellers maintain a regular

schedule of classes on various topics and also offer custom classes that can be

scheduled at any time and filled with attendees only from your organization. Instructors for

classes presented by the resellers are often Autodesk Civil 3D Implementation Certified

Experts (ICE). The ICE program was designed to provide advanced training to reseller

Application Engineers and to test their implementation knowledge with an in-depth exam.

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For more information on reseller training, call or visit the reseller’s website or visit

www.autodesk.com/reseller to locate a reseller near you.

Autodesk Consulting

Autodesk Consulting professionals help you get started quickly and effectively with your

new Autodesk software by providing assistance and direction so that you can meet your

business goals and objectives. Autodesk Consulting provides a full range of services,

including process and productivity, migration and translation, software customization, and

customized training.

For more information on Autodesk Consulting, go to www.autodesk.com/civil3d and select

Consulting on the left side.

Technology Consulting Firms and Independent Consultants

Another source of consulting services are individuals and firms that specialize in providing

training and consulting on Civil 3D. These consultants have deep knowledge of the

product. More important, qualified firms have extensive, relevant industry experience and

understand your organization’s business beyond the product on which they train. Industry

experience is crucial to understanding what your firm does and how technology fits into its

process. This expertise on software and hardware features combined with their industry

experience make them uniquely qualified to help you improve your business efficiency

and profits. These individuals and firms are often more difficult to locate, but with a little

research on the web you can find what you need. Start by asking your reseller for a

referral and read discussion groups for names and contact information.

Following is a short list of qualified consulting firms:

• APW Engineering, Inc. (http://apwengineering.com)

• Engineered Efficiency, Inc. (www.eng-eff.com)

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Chapter 6: Pilot Project Strategies

Implementation of Autodesk Civil 3D software into your production environment occurs

when you begin your pilot project. All the research, planning, training, and preparation

come together in a single project that may determine the success of your overall

implementation project. This chapter looks at pilot project selection, strategies for pilot

project training, and how to measure the success of your pilot project.

Selecting a Pilot Project

There are two approaches to selecting a pilot project. The advantages and disadvantages

of each are discussed here. The first is to select an existing job that was done in your

previous design package and redo the work using Civil 3D. The second is to select a new

project and perform it using Civil 3D as your design platform.

Using an existing project for your pilot has several advantages. There is no timeline on the

job, no client to satisfy with design changes, no budgetary restraint (except what you allot

for training), and less pressure on team members. In addition, once a component of the

design has been figured out, you can move to the next portion instead of completing the

construction documents. This means that the overall time to completion is lower.

The disadvantages of using an existing project are similar. Without a timeline and the rush

of client and city demands, many end users find it hard to work effectively and with their

usual level of detail. Some portions of the design might not be fully explored during this

type of pilot, leading to a false sense of security. Finally, using an existing project does not

allow you to gather real-world metrics to measure the success of Civil 3D in your project

environment.

A new pilot project brings in the full host of issues that all new projects bring, in addition to

time spent learning the new software. However, a live project allows you and your team to

learn how to better deal with the design process, plan production, change orders, and plan

reviews. If you choose this approach, selecting the right project is crucial.

A good candidate for a pilot project has the following characteristics: straightforward

design that your company is familiar with; an understanding client with whom you have a

good relationship; and a smaller job. Your Civil 3D pilot project is not the time to test a

large master-planned community for a new client in city where you’ve never worked.

Using a live project also allows your team to measure improvements in plan production, a

crucial part of selling Civil 3D to executive management for support of future expansion of

the product through your design teams.

Pilot Project Training and Knowledge Disbursement

Your Civil 3D pilot project also leads the way in how you train and bring other users onto

Civil 3D as a design platform. Some suggested methods are as follows:

• Rotating Pilots: Each design team is trained in turn, one after another. This

allows you to train a group of users and work through a project with them before

moving to the next. Each team should complete a basic level of training before

beginning a project. This typically means training to various levels and covering

the full extent of the product in every pilot project since the team will be rookies

for each one. This process can be expensive because expert-level trainers

should be used for each team.

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• Viral Pilots: The initial project team consists of users who have been through

basic training and for whom the pilot project acts as advanced training. This team

completes the first project at your firm, developing standards, operating

practices, and templates along the way. After this project is complete, this group

disseminates knowledge to the next group. These team members then become

responsible for teaching the basics to the next generation of users, honing their

own skills in the process. This method can be the least expensive, but often

results in a slower adoption and more uncertainty that users are learning best

practices and techniques.

• Hybrid Methodology: This method combines aspects of the other two methods.

The hybrid training plan typically includes basic training for the initial group of

users from an outside expert-level trainer. This group completes a project,

working with the expert to build styles and standards in preparation of more

widespread user base. After this project is complete, these users are then used

with the expert as a training core, rotating through teams and acting as the

mentor for their peers. This approach allows the first generation of users to train

while having the expert immediately available for assistance if needed. Because

this method allows local users to be more involved in the training of the next

generation of users, more customization based on skill levels is possible.

By reviewing your goals for implementation speed and cost, you can decide on a pilot and

training methodology and begin detailed planning for your user-base training.

Metrics of Your Pilot Project

Most engineers enjoy the challenge of their work and the feeling of solving a tough

problem. With that in mind, engineering is still a business, and part of your job is to make

the design staff and CAD technicians in your firm as successful as possible. Part of that

success is understanding the measurement of success for your pilot project and

implementation.

Firms measure success in many different ways. Some firms base team or process

success purely on the change in the bottom line. Many firms use a multiplier to

understand the rewards of adopting new technology. In land development, cost per lot or

acre developed is a common metric, as is designer or technician hours on a specific

component of the work. Before beginning a pilot project, it is important that you

understand the metric used to measure your success.

Your goal might be to make your users’ lives easier and send them home with fewer

headaches; reduce errors and omissions due to inconsistent annotation; or help your

designer explore more options to deliver value engineering. Your users might simply want

to spend less time at work. Or maybe they dislike labeling or redline markups. Making end

users happy helps to increase their respect for you as a leader of the CAD team. No

matter what metric you use to measure success, it’s important that it is understood up

front as part of the pilot project.

By being clear on this from the outset, you can focus on what matters to all interested

parties. By delivering results to all stakeholders on their own terms, you can make your

pilot project a success.

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Chapter 7: Deployment Strategies for

Civil 3D 2007

As you approach the deployment of Autodesk Civil 3D software into your production

environment, consider whether you want to do it yourself or bring in professional help.

Many firms think nothing of installing a new AutoCAD software package, with all the

changes in customization, drivers, hardware requirements, and so forth, but would never

dream of installing new asset management software without outside help. Even if you are

comfortable moving from one version of Autodesk Land Desktop to the next, the change

from Land Desktop to Civil 3D is dramatic enough at the user and support level that you

should carefully consider your approach to this upgrade. This chapter focuses on a

process that organizations can use during the deployment, and then on the two main

options for outside help: ICE resellers and professional consultants.

Deployment Considerations

Autodesk recommends a deployment process that consists of these four phases:

• Assess

• Plan

• Solve

• Confirm

The following sections cover the decisions you will need to consider in each phases.

Assess

By understanding pain points in the design process, you can better address them with

new software. Reviewing your firm’s current workflow and infrastructure is the first step.

This assessment should include project data storage strategies, libraries of blocks and

other common data sources, backup plans, and bottlenecks in the design process.

In addition, a crucial review of in-place standards gives you a better feel for how long it

takes to create the templates and styles that give Civil 3D its power. If you do not have a

full CAD standard in place, the implementation of Civil 3D can help you make order from

chaos.

Finally, comprehensive inventory of software and hardware in the organization helps you

understand whether your firm is ready to begin installing an advanced engineering

application. Many workstations that work well for Land Desktop production use are not

adequate for the Civil 3D model-based approach.

Plan

After completing an assessment of your current situation, plan for where you want to be

with a successful Civil 3D implementation. By considering all the issues, you will be ready

to address questions as they arise from users or executives regarding your

implementation.

Installation issues have been addressed in a previous section of this primer, but based on

the review of in-place hardware and software, you should plan for how coordination within

the IT infrastructure will take place. Work closely with your firm’s IT or IS department to

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make sure they understand what demands Civil 3D will place on the infrastructure. By

doing so, you improve your chance of a smooth deployment. Discuss any RAM, video, or

other hardware upgrades with that group. Once infrastructure issues have been

addressed, you must also plan on how to deal with requests for Civil 3D drawings from

other users, internal and external to your organization. This can include making object

enablers available, or simply being sure to cover the Export to AutoCAD functions during

training.

In addition, consider any file management issues you found during the assessment;

security concerns and how you will maintain privileges for users who can modify your

templates, and which users those will be; what to do with current project files; and whether

and how you will port existing data to Civil 3D.

Finally, planning how Civil 3D will work in your environment is a major component of a

complete deployment. Consider how the creation of templates and styles will be

accomplished; the workflow of Civil 3D data; and how to approach training for all users.

These Civil 3D–specific tasks are the most challenging, but there are many resources

available to help you take them on and make your plan complete.

Solve

After reviewing the current state of your firm and planning for your Civil 3D deployment, it

is time to put your work to the test. It is important to take the same methodical approach to

the solving phase as you have in earlier work.

Begin with a punch list that includes the work done to date as well as the major milestones

to come. Some of the items on your list will be installation, training, customization,

meetings with key personnel (both behind-the-scenes users and end users) and follow-up.

A punch list makes it easy to stay on track and review your progress. In addition, it’s a

clear display of your commitment to the project.

Next, consider the resources you need to complete those tasks, and where you will find

those resources. It’s important that you decide what should and must be done by you or

members of your firm, and what could possibly be outsourced, working with a value-added

reseller (VAR) or consultant to make the punch list more manageable. Many of the

customization and configuration tasks can be done off site and are easily delegated to

other team members. In-house tasks typically include backup plans, network optimization,

hardware upgrades, and data migration.

Now that you’re almost ready to put the software into use, it’s time to train your users. The

importance of this step cannot be emphasized enough. Whether you use an in-house

professional, your reseller, or a qualified consultant, good training is essential. The best

trainers are enthusiastic about the product, knowledgeable, helpful, and know where to

look for answers to questions they can’t answer themselves. Their enthusiasm and

knowledge can infect your users and make their transition to Civil 3D much easier.

Finally, keep up with your project. Maintain your schedule and punch list. Make notes of

deviations and why you changed from the original plan. Document your work so that your

users and your firm understand what has happened within the system and can follow your

work.

Confirm

You should now look back at your implementation and review your work critically. Have

you succeeded? Are end users working in production efficiently? What course corrections

are necessary?

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The success of this project is based on the metrics you set in the original assessment

stage. You learned then how your users, peers, and superiors would measure success

and can now use their scale to judge your project. If there were problems, be honest

about them, document them, and start planning how to resolve them.

In addition to troubleshooting, it’s also time to start the cycle over, with refinement in mind.

What areas are users having trouble with? What opportunities exist for customization of

tools to deliver greater productivity? What tasks can be made simpler? These questions

lead you to the ongoing training that should be a part of using Civil 3D in a real-world

environment. There are always new ways to use the tools and areas of the program that

your users haven’t gotten into yet but will want to. Ongoing training creates an

atmosphere of learning, keeping users up to date and leading to higher productivity.

Now that you’ve outlined the steps of deployment, the next section considers some ways

to get there.

Outside Assistance

The addition of any new technology to a firm’s infrastructure should include research,

planning, documentation, troubleshooting, and training. In the case of Civil 3D, bringing in

outside help can reduce the burden on CAD managers still trying to maintain productivity

as they prepare for a significant change in design software. In addition, more experienced

implementation experts can reduce the opportunity cost by limiting downtime and

accelerating deployment and learning time. There are two main sources for outside

assistance: Implementation Certified Experts (ICE) in the reseller channel, and

independent professional consultants.

Implementation Certified Experts

The ICE program is a four-day classroom training developed by Autodesk to train reseller

Application Engineers (AEs) in the full gamut of issues presented in this primer. These

classes were developed by industry leaders with real-world experience to train AEs to

help CAD managers implement Civil 3D. Your reseller should have ICE AEs on staff,

trained in the four-phase implementation approach. The ICE should be able to examine

your firm from top to bottom, ask the right questions, give you clear answers, and address

the concerns of your organization’s management.

Professional Consultants

Professional consultants are typically longtime users and CAD managers who have

decided to build a career on their technical expertise. The best of these consultants are

licensed in their field (PE or AIA) and have spent many years in industry. Their licensure

gives them a level of credibility in the eyes of senior management that a technician turned

Application Engineer simply doesn’t have. Licensed or not, the consultant you choose

should have solid references, connections with known industry leaders, and experience in

training. A consultant who regularly teaches at Autodesk University, for example, will have

the experience and skills to deliver the training and knowledge your deployment requires.

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Chapter 8: Support Resources

This chapter lists resources supporting Autodesk Civil 3D software. The amount of

support you need depends on your level of in-house technical expertise, the nature of the

problems, and the personnel and time resources you can commit to support. For many

issues, you can easily find the answers using these resources

Free Support Resources

Knowledge Base

The Autodesk Knowledge Base is the first place to look for support. Refer your clients to

the Autodesk Civil 3D main Support page. This site lists current hot topics and has a

searchable database of past issues and resolutions.

To access the Knowledge Base, go to www.autodesk.com/civil3d and click Support.

Discussion Groups

Autodesk-sponsored discussion groups provide an environment where Autodesk product

users and industry partners can ask questions and share information about Autodesk

products. Discussion group topics are publicly available worldwide. Autodesk encourages

you to participate by posting questions or providing input or answers to questions from

other users.

To participate in discussion groups, go to: http://discussion.autodesk.com.

Webcasts

Weekly Autodesk Civil 3D webcasts highlight Civil 3D features, tips, and tricks. Presenters

include members of Autodesk Civil product management and development teams. Civil

3D webcasts take place every Friday from 12 noon to 1 p.m. Eastern time. All sessions

are recorded and archived on the Civil 3D website.

For more information about Civil 3D webcasts, go to www.autodesk.com/civil3d and click

View Free Webcasts.

White Papers

As you move to Autodesk Civil 3D software, check out the variety of white papers that

address key questions, discuss the options, recommend procedures for using Autodesk

Civil 3D, and show compelling return on investment (ROI) findings. You’ll also find several

comparative analysis white papers.

For more information about Civil 3D white papers, go to www.autodesk.com/civil3d and

click White Papers.

Autodesk Civil 3D 2007 Readme

Located on the installation disc, the Readme file contains important information about the

release of Autodesk Civil 3D 2007 that may not be included in the printed documentation

or help file. Because Civil 3D is built on AutoCAD and Autodesk Map® 3D software

platforms, items about those products are also included in this file.

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Fee-Based Support Resources

In addition to free resources, Autodesk provides a number of customer, reseller, and

consulting programs to support customers’ migration needs.

Enterprise Support

Autodesk® Enterprise Support links your support staff directly to the experts at Autodesk,

available to provide support 24 hours a day, 7 days a week, in your choice from among 10

languages. With 14 support centers worldwide, you can easily get support for multiple

sites. And everything is connected by a single web-based tracking system, so you can

keep track of all your queries online. With Autodesk Enterprise Support, you get fast,

accurate help straight from the source, helping to ensure maximum productivity and

reduce costly downtime.

Support Request

Support Request is a web interface you can use to submit queries directly to Autodesk

support experts. You can review and update your support queries and attach files or other

relevant information. You automatically receive an email notification each time an

Autodesk support expert responds to one of your queries.

Support Request is available to customers of the following Autodesk support programs:

• Autodesk Enterprise Support

• Autodesk Store warranty program

• Autodesk Partner support programs

Autodesk Consulting

Whatever your business, you face constant change, fierce competition, and customers

who demand more. Choosing the right products is only part of the story. You need

complete solutions that help you implement those products for maximum competitive

advantage.

Autodesk Consulting professionals help you get started quickly and effectively with your

new Autodesk software by providing assistance and direction so that you can meet your

business goals and objectives.

Authorized Training Centers

You perform faster, smarter, and better with Autodesk software products when you turn to

the Autodesk Authorized Training Center (ATC) network. There are more than 1,100

ATC® sites located worldwide that meet the needs of design professionals for discipline-

specific, locally based training. ATC training providers are authorized by Autodesk to

deliver hands-on, instructor-led training to design professionals using Autodesk software

and are recognized by Autodesk for their rigorous standards of excellence.

Autodesk Resellers

Most Civil 3D resellers provide fee-based training and support. Talk to your reseller to

determine if they offer the services you need. Also, review the reseller resources on the

Autodesk website at www.autodesk.com/reseller.

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Independent Consulting Firms

Call on the professional experience and software expertise of a professional Civil 3D

consultant. These independent firms are often the best source for real-world knowledge

on using Civil 3D in a production environment. Check the web to find one that meets your

needs.

Autodesk, AutoCAD, Autodesk Map, Civil 3D, DWF, DWG, and DWG TrueView are registered trademarks or trademarks of Autodesk,

Inc., in the USA and/or other countries. FLEXlm is a registered trademark of Macrovision Corporation, licensed for use by Autodesk,

Inc. All other brand names, product names, or trademarks belong to their respective holders. Autodesk reserves the right to alter

product offerings and specifications at any time without notice, and is not responsible for typographical or graphical errors that may

appear in this document.

© 2006 Autodesk, Inc. All rights reserved.