Autodesk® Revit® VSTA™: Writing Your First Macro – An Introduction to the Macro Manager Jose Guia – NELSON CP222-2 This class will help guide you through launching the Macro Manager and creating your very first VB.net macro in Visual Studio Tools for Applications (VSTA). VSTA is the replacement technology for Microsoft® Visual Basic for Applications (VBA). VSTA is a .NET development environment built into Revit and can be used to create both VB.NET and C# macros. In Autodesk Revit 2010, the Macro Manager serves as a convenient way to keep track of your VSTA macros at either the application level or the document level. Key learning • • • • • Macros in Revit Inside the Macro Manager Understanding the difference between module and macro Writing your first VB.NET macro Introduction to the VSTA environment About the Speaker: Based in Dallas, TX, Jose provides customized consulting, training, and application development services to design teams using the latest Autodesk® software. Since becoming the Senior Application Engineer at NELSON in 2007, he has successfully implemented application solutions within a wide variety of disciplines. Jose has developed customized solutions for AutoCAD® software for over a decade, initially in LISP and more recently with VB.NET. He started his career as a structural designer in AutoCAD and took to programming and automation, which led him to develop numerous enterprise-level engineering applications, databases, and custom windows applications. Contact: Google Voice: (972) 292-8064 Email: joseguia@cadkicks.com Website: http://www.cadkicks.com LinkedIn: http://www.linkedin.com/in/joseguia Blog: http://blog.cadkicks.com/ Twitter: http://twitter.com/cadkicks Autodesk® Revit® VSTA™: Writing Your First Macro – An Introduction to the Macro Manager Intro This session is intended to help you give you a clear picture of what REVIT VSTA is and how we can use the REVIT VSTA Macro Manager to help you save time by automating repetitive tasks. Unlike most macro environments REVIT VSTA provides a true development environment through the use of Visual Studio Tools for Applications. What is REVIT V.S.T.A. VSTA is an abbreviation, for Visual Studio Tools for Applications, it’s a technology licensed by Microsoft that allows applications to expose the object model to automation. In this case the application is REVIT. • • • • VSTA is licensed by Autodesk from Microsoft (Summit Software). A familiar interface for developers, yet simple enough for beginners. Application integration similar to that of VBA. Tight integration allows for unparalleled exposure to REVIT Objects. What is the REVIT MACRO Manager? The Macro Manager is a REVIT Add-In that provides a front end interface to the VSTA IDE (Integrated Development Environment). • • • • • Discuss macros/modules and how to manage them. The difference between app level and document level. Create / Delete Macros. Running a previously built macro from the list. Launch VSTA to edit your macros. Creating your first Macro • • • Selecting a language. (VB.net, C#, or both). Walkthrough creating a basic “Hello World” macro. Creating advanced macros. Macro Security Settings • • Accessing and changing security options Security level for application-level and document-level macros Tips and Tricks • • • SDK Samples. Where are the macros stored on your computer? Sharing application level macros between computers. 2 Autodesk® Revit® VSTA™: Writing Your First Macro – An Introduction to the Macro Manager REVIT VSTA The VSTA IDE is a lite version of Microsoft Visual Studio 2008. You can use the VSTA IDE to define macros that run in Revit. Unlike external commands and external applications, the macro functionality is available to REVIT through the Macro Manager “add-in” in REVIT. We will explain the API differences later in this topic, but for experienced developers, note that you do not need to register the macros in Revit.ini, or add RevitAPI.dll as a reference. Beginning with the release of the REVIT 2010 product line Revit VSTA is now installed by default. Also note that Revit uses Microsoft .NET Framework version 3.5. BENEFITS OF USING THE REVIT VSTA • • • Seamless integration with REVIT and the IDE. Direct access the REVIT application (and its documents) or a particular document. Flexibility to use language of choice (VB.NET, C#, or both). 3 Autodesk® Revit® VSTA™: Writing Your First Macro – An Introduction to the Macro Manager The REVIT Macro Manager The Macro Manager is a REVIT Add-In that provides a front end interface to the VSTA IDE (Integrated Development Environment). The Macro Manager allows us to launch the Revit VSTA IDE, where you can add, edit, build and debug your macros: Launching the Macro Manager 4 Autodesk® Revit® VSTA™: Writing Your First Macro – An Introduction to the Macro Manager Identify application level macros and document level macros • • • Application tab. The Application tab lists macro modules available to all opened Revit projects in the current instance of the Revit application. It is always the first tab to the left and active (indicated by the icon). It is always available, whether projects are open. If you send the RVT file to a person on another computer, application level macros would not be available. Active document tab. The active document tab represents the currently active project in Revit. The project does not necessarily contain embedded macros as in this case, although it can. The tab bears the name of the active project (Project1 in this case) and is indicated by the icon. This tab is not visible when a project is not open. Inactive document tabs. Inactive document tabs represent open projects that contain embedded macros (see below). The tab bears the name of the project (Project2 and Project3 in this case). You add, modify, build, and delete modules and macros from these tabs. Application-level and Document-level Modules Fundamentally, application-level macro tools are written to be useful in any document in nearly any Revit session. Additionally, they do not require a project to be open in Revit to run. This allows you the flexibility to: • • • • • Customize the Revit UI Add tools to Revit Architecture Modify documents on opening Batch open documents Apply new standards or settings to new documents Should these uses be implemented, it is good practice to create application-level macros that initiate transactions needed by the macro. Document-level macros tools are written for specific projects and are saved in the Revit project. Managing your existing macros Once in the macro manager we will notice the organizational grouping of macros. Macros can be either independent within a module when they run, or share code or utilities with each other. They are arranged in the Macro Manager under their parent module. Macros within a module are seen and built together. 5 Autodesk® Revit® VSTA™: Writing Your First Macro – An Introduction to the Macro Manager Creating your First Macro The next few steps will guide you through creating a basic macro that displays a “Hello World” message box. • • • • Launch the Macro Manager Select the Application tab Click Module under “Create” to create a module that hosts our macro, provide the info o Give the Module a Name (“ModuleHelloWorld”) o Select your language (VB.NET) o Assign a brief description for your reference Click OK to close out the Module Definition Next we want to create the actual macro • • Highlight the newly created module in the list Click Macro under “Create” and provide the macro information o Give the Macro a Name (“MacroHelloWorld”) o Select your parent module (should be preselected) o Assign a brief description for your reference 6 Autodesk® Revit® VSTA™: Writing Your First Macro – An Introduction to the Macro Manager After defining our macro, we click OK, and the VSTA environment will launch automatically. With the new macro preselected in the IDE and a blinking cursor ready for us, we input the following lines of code: Public Sub MacroHelloWorld() MsgBox("Hello World") End Sub The next step is very important, from the “Build” menu select “Build ModuleHelloWorld”. After editing a macro's code, remember to build it before opening the Macro Manager again to run it. If your code is set up correctly, you should see a Build Succeeded message in the lower-left corner (by default) of Revit VSTA. You can not build macros in the Macro Manager. After you create a macro you would expect to see the newly created macro listed in the Macro Manager's categorized list, but it is not there. Why? You must successfully build the macro project in the Revit VSTA IDE (use the Build menu), before your new macros will appear in the Macro Manager. The icons representing the module also show their current state. 7 Autodesk® Revit® VSTA™: Writing Your First Macro – An Introduction to the Macro Manager After building our test code we are ready to test our new code: • • • Close the VSTA environment Select the newly created Macro under it Parent module Click Run Clicking RUN will launch the macro, in this case we should receive the following message box: In our next sample I’d like to include code from the REVIT help file. Following the steps outlined previously we create a new module/macro at Application level and Document level. At this point we can see the key differences between the sample code used to add text using either method. Application Level code to add text: Public Sub MyFirstMacroAppVB() Dim baseVec As Autodesk.Revit.Geometry.XYZ = Me.Create.NewXYZ(1.0, 0.0, 0.0) Dim upVec As Autodesk.Revit.Geometry.XYZ = Me.Create.NewXYZ(0.0, 0.0, 1.0) Dim origin As Autodesk.Revit.Geometry.XYZ = Me.Create.NewXYZ(0.0, 0.0, 0.0) Dim align As Autodesk.Revit.Enums.TextAlignFlags = Autodesk.Revit.Enums.TextAlignFlags.TEF_ALIGN_LEFT Or Autodesk.Revit.Enums.TextAlignFlags.TEF_ALIGN_TOP Dim strText As String = "My First Macro, App Level, VB.NET!" Dim lineWidth As Double = 4.0 / 12.0 Dim pView As Autodesk.Revit.Elements.View = Me.ActiveDocument.ActiveView Me.ActiveDocument.BeginTransaction() Me.ActiveDocument.Create.NewTextNote(pView, origin, baseVec, upVec, lineWidth, align, strText) Me.ActiveDocument.EndTransaction() End Sub 8 Autodesk® Revit® VSTA™: Writing Your First Macro – An Introduction to the Macro Manager Document Level code to add text: Public Sub MyFirstMacroDocVB() Dim baseVec As Autodesk.Revit.Geometry.XYZ = Me.Application.Create.NewXYZ(1.0, 0.0, 0.0) Dim upVec As Autodesk.Revit.Geometry.XYZ = Me.Application.Create.NewXYZ(0.0, 0.0, 1.0) Dim origin As Autodesk.Revit.Geometry.XYZ = Me.Application.Create.NewXYZ(0.0, 0.0, 0.0) Dim align As Autodesk.Revit.Enums.TextAlignFlags = Autodesk.Revit.Enums.TextAlignFlags.TEF_ALIGN_LEFT Or Autodesk.Revit.Enums.TextAlignFlags.TEF_ALIGN_TOP Dim strText As String = "My First Macro, Doc Level, VB.NET!" Dim lineWidth As Double = 4.0 / 12.0 Dim pView As Autodesk.Revit.Elements.View = Me.ActiveView Me.Create.NewTextNote(pView, origin, baseVec, upVec, lineWidth, align, strText) End Sub I have highlighted the differences in syntax between the two samples, emphasizing the need to commit our transactions when handling documents at the application level. We must also refer to the active document as opposed to using only the “Me” keyword in document level code. Compiling and running the previous code snippets will result in a text note being added to your drawing with the sample text. Another sample is iterating through REVIT elements in a project and performing actions on those elements. This next piece of code is designed to run at Application level and will convert text case in a project to UPPER CASE: Public Sub BatchProcess_CapitalizeRooms() Dim myIterator As Autodesk.Revit.ElementIterator = Me.ActiveDocument.Elements While myIterator.MoveNext Dim myElement As Autodesk.Revit.Element myElement = myIterator.Current If TypeOf myElement Is Autodesk.Revit.Elements.TextNote Then Dim myText As Autodesk.Revit.Elements.TextNote = myElement Me.ActiveDocument.BeginTransaction() myText.Text = myText.Text.ToUpper Me.ActiveDocument.EndTransaction() End If End While End Sub In the sample above we utilize the ElementIterator built into the REVIT API which allows us to cycle through ALL of the objects in the current file, the sample above uses a slower method of filtering out elements, in this case “TextNote”. By making a few changes to the code above and taking advantage of the filtering mechanism provided to us by the API we can gain a huge performance increase: Public Sub BatchProcess_CapitalizeRooms() Dim myIterator As Autodesk.Revit.ElementIterator = Me.ActiveDocument.get_Elements(GetType(Autodesk.Revit.Elements.TextNote)) While myIterator.MoveNext Dim myElement As Autodesk.Revit.Element myElement = myIterator.Current Dim myText As Autodesk.Revit.Elements.TextNote = myElement Me.ActiveDocument.BeginTransaction() myText.Text = myText.Text.ToUpper Me.ActiveDocument.EndTransaction() End While End Sub 9 Autodesk® Revit® VSTA™: Writing Your First Macro – An Introduction to the Macro Manager Macro Security You have the option to enable and disable macros by default. This protects your work and computer from running dangerous malicious code unexpectedly. When working with macros, it is important to be wary of the risks involved with their vulnerabilities. Only run known macros from trustworthy sources. • • Disabling Application-level macros restricts access to both the Run and StepInto tools on the Macro Manager. You will still be able to see, edit, and build the code, but modifications will not change the current module status. Disabling Document-level macros restricts access to both the Run and StepInto tools on the Macro Manager for any project opened in Revit Architecture. You will still be able to see, edit, and build the code, but modifications will not change the current module status. In the Document Macros Security Settings section, select one of the following: o Ask before enabling document macros.This is the default setting. Macros are disabled, but you will be prompted to enable them, if macros are present when a Revit project is opened. You can then choose to enable macros whenever they are detected. o Disable document macros. Disables document-level macros when a project is opened. To enable macros in this state, you must close the project, adjust the Macro Security settings, and reopen the project. o Enable document macros. Enables document-level macros when a project is opened. To disable macros in this state, you must close the project, adjust the Macro Security settings, and reopen the projec Accessing the Security Options: 10 Autodesk® Revit® VSTA™: Writing Your First Macro – An Introduction to the Macro Manager Tips and Tricks TIP number one is the SDK samples that can be found on Autodesk’s website, they include several sample files and are a quick way to get started in the world of VSTA. The SDK can be found on the Autodesk web site, at http://www.autodesk.com/revit-sdk The SDK includes: • • • • • Revit_VSTA_Samples.rvt o A Revit project containing multiple VSTA document-level macro samples. Revit_VSTA_Family_Samples.rfa o A Revit family containing several VSTA document-level macro samples. Revit_VSTA_MEP_Samples.rvt o A Revit MEP project containing MEP VSTA macro samples. VSTA Samples Readme.doc o A description of the available VSTA samples. Sample projects o Additional application-level VSTA sample projects. TIP Number two, where are the macros stored on your computer after you create them? Application-level macro projects are stored in a subfolder of the Revit installation directory. For example: C:\Program Files\Autodesk Revit Architecture 2010\Program\VSTAMacros\AppHookup... Document-level macro projects are stored within an RVT file. On disk, when the associated RVT project opens, any built and saved macro(s) are stored temporarily in: C:\Program Files\Autodesk Revit Architecture 2010\Program\VstaMacros\DocHookups\... However, these Document-level macro files are deleted from your local computer when their corresponding Revit project document (.rvt) closes. The saved document-level macros are stored in the RVT file. TRICK! Sharing Macros. One of the most popular requests is the ability to share application level macros which are created locally on a users computer. Referring back to tip number two we were able to deduce where the macro files are stored. We locate the directories whose names correspond to the names of the modules inside of the “AppHookup” directory To share these macros with other REVIT 2010 users simply copy the folders and paste them to the same location on the second computer. When they access the Macro Manager it will now list the new module and macros. They must be built on the individual computers before they can be ran. Thanks and hope you enjoyed the class, Jose Guia 11
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