Prerequisites for Connect for AutoCAD

Additional products : Connect : Connect for AutoCAD : About Connect for AutoCAD : Prerequisites for Connect for AutoCAD

• Connect for AutoCAD must be installed.

See Connect for AutoCAD - Installation Guide.

To run the registered, installed version of Connect for AutoCAD, the following requirements must be met:

• Users must have Planon ProCenter logon credentials when not authenticating via SSO. Users will be prompted to log on to Planon ProCenter while using certain features in the plug-in.

• When using SSO, the Planon environment must have OIDC enabled on the SDK.

• CAD Workbench is required to be able to work with Connect for AutoCAD.

• Drawings must be imported at least once by CAD Import in Planon ProCenter.

• The Connect for AutoCAD tool needs the JsonServices product definition to function properly. Without it, an error message will be displayed that the URL is invalid. You can link the JsonServices product definition to a user in Accounts > User Groups.

Running Connect for AutoCAD

1. Right-mouse click in an opened AutoCAD drawing.

2. Select Connect for AutoCAD.

3. Select Settings.

4. On the General tab, enter the Planon ProCenter URL.

For example:

http://WebServerName:portnr/sdk

or, for Cloud environments:

https://yourenvironment.planoncloud.com/sdk/

5. Optionally, click Use single sign-on to enable using SSO.

6. Click Save.

7. Close AutoCAD and reopen it.