Instructions for changing username with Collaboration for AutoCAD Plant 3D

[amanda.k]

If you are using Collaboration for AutoCAD Plant 3D, changing your username may cause issues
in the collaboration workflows as the new username will need time to take effect. You may
experience not being able to:

• Open a collaboration project from cloud if there is no local cache.
• Check in project settings that have been checked out.
• Check in files that have been checked out.

If you are experiencing these issues, please refer to the use cases below to determine the
appropriate solution.

If you have changed your username:
We recommend you use the same process that you used to change your username to revert to
your original username. If successful, this will restore access and functionality. You need to wait
for 2 hours and then try one of the previously failed operations to verify the access is restored.

If the original username cannot be restored (for example, due to a duplicate username
condition), or if you are willing to keep the new username in any case, please take the following
actions to restore the access and retain file changes you have already made:

1. If you have any files checked out in the project before you change the username, back
   up those files from your local collaboration cache folder to another place. Make sure
   your back-up files keep the same file names. Or you may simply make a copy of the
   whole project folder to another place.
   By default, local collaboration cache folder for a project can be found at:
   %localappdata%\Autodesk\AutoCAD Plant 3D\CollaborationCache\<project name
2. After the files are backed up, ask your Plant collaboration project administrators to force
   undo check-out of those files.
3. Wait for two hours and verify if the new username takes effect by:
   1. Check out a file
   2. Without making any changes, check in the file.
      1. If it succeeds, then the new username takes effect
      2. If it still fails, wait two hours and retry
4. Once the new username takes effect, check out the files that you have worked on, copy
   your back-up files to the local collaboration cache folder and replace the downloaded
   files, then check in the files.

If you have not changed username, but plan to change it:

1. Before you change the username, make sure you save your changes and check in all
   changes to the cloud for all projects that you have files checked out.
2. Change your username. Because it will take some time for the new username to take
   effect, we recommended you change your username at the end of your workday to save
   your waiting time for the new username to take effect.
3. Please wait for two hours and verify if the new username takes effect by:
   1. Check out a file.
   2. Without making any changes, check in the file.
      ▪ If it succeeds, then the new username takes effect.
      ▪ If it still fails, wait two hours, and retry

Thank you for your patience and understanding. We apologize for any confusion or
inconvenience this may have caused.