Running Autodesk® Revit® in Virtual Machines

Running Autodesk® Revit® in Virtual Machines

AB300 - 2P Learn to take full advantage of multi-core environments! There are numerous advantages to running Revit inside virtual machines. Imagine being able to render, create a family component, and Save to Central -- all at the same time. A multi-core processor is like having multiple computers in one PC. Learn how to take advantage of them all!

About the Speakers:

Phil Read [email protected]

Phil is an implementation architect with Autodesk Revit and works directly with firms in training, project implementation, and establishing best practices. He has more than 13 years combined experience in engineering and architecture. This hands-on, in-house approach helps maintain focus while jump-starting both the project team and project amid shifting architectural dynamics. Phil holds Bachelor of Science degrees in Communications and Architecture, as well as a Master of Architecture degree from the University of North Carolina.

Peter Streibig [email protected]

With over 10 years experience in architecture, Peter manages and coordinates information and communication technology for Bohlin Cywinski Jackson: the firm behind such notable projects as the Pacific Rim Estate near Seattle, the Pixar Animation Studios in Emeryville, CA and a series of high profile stores for Apple Inc. around the world. His role is particularly challenging: incorporating emerging technologies in a high-profile, high-design firm. And he also understands the need to keep the emphasis on Architecture while maintaining a stable, approachable and sophisticated (as well as mixed platform) computing environment. Peter holds a Bachelor of Science degree in Architecture from the University of Virginia.

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Preface

Disclaimer: While running Autodesk software does not violate the terms of licensing, the following herein described workflow is not officially supported. However glowingly discussed at AU2007 and in the AUGI forums, I repeat:

At present, Autodesk does not officially support running Revit in .

Introduction – What is Virtualization?

Virtualization was pioneered over 40 years ago by IBM in order distribute costly mainframe resources and run multiple applications simultaneously.1 As the cost of distributed computing decreased, Virtualization was no longer necessary. Advances in Personal Computers (or PC) gave end users the ability to run both the and applications locally - on their personal computer. Computing resources were becoming more and more centralized.

Now Virtualization is making a comeback. Old principles are being applied within the realm of Personal Computing. While faster, multi-core CPUs only allow more than multiple applications to run simultaneously and faster - Virtualization allows multiple operating systems to run concurrently on the same computer. When a (or VM) operates, it is "virtualizing" the physical hardware resources on your computer which are required by an operating system. And within those virtualized operating systems, multiple applications are able to operate.

In order to operate a Virtual Machine, you must have appropriate Host and Guest computers. The Host computer is the actual physical machine along with its OS (Operating System). Virtualizing applications are installed on the Host OS much like any familiar application. Standard hardware and or AMD architecture may host Virtual Machines. This means that the host OS does not have to be the same as the Guest OS. For example, OS X (Apple), and Microsoft operating systems may all function as the Host OS. A Host computer may be capable of supporting multiple Guest VMs, and if the Host has enough computing resources (processor cores, memory, etc) may even be capable of operating multiple Guests machines simultaneously.

The Guest computer is the Virtual Machine. The VM contains both the virtual Operating System and Applications as a single file. The Guest may reside on the same hard drive as the host

1 http://www-03.ibm.com/systems/virtualization/view/100207.html

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machine. Or the guest machine may be stored (as well as backed up) on another hard drive, or even external, portable media. Each Virtual Machine exists as a separate, virtual . Files on the Host machine may be accessed by either the Host or Guest Machine. For example, a Microsoft Word document residing on a Host running OS X may be accessed, opened and saved by the Guest running Microsoft XP and Microsoft Office. As a result, the files which you need to access with a VM need not reside “inside” the VM. They may reside on the Host machine or in a location that can be accessed by either the Host or the Guest – such as a LAN or WAN network drive.

Why Virtualize? There are numerous advantages for IT / Support staff for allowing users to run Virtual Machines: • Roll out of approved disk images containing both OS and Applications is greatly simplified. • Installing Operating Systems in Virtual Machines take far less time. • Pre-built images of VMs make installation and upgrades easier. • The entire OS and all required application may be quickly restored; duplicates of a VM can replace a corrupted drive image in seconds – rather than hours or days. • Legacy operating systems and applications can be kept current without having to worry about maintaining or replacing aging equipment. • Support staff can host every client image directly on one machine to help work through problems clients encounter. • Software, updates, patches and their interaction with the rest of your software and operating system may be tested first in virtualization without the risk of impacting the Host system. • Infrastructure cost and quantity of servers, their support and electrical requirements are consolidated and therefore reduced. • VMs allow for virus containment and corruption of the VM without risking the Host machine or other VMs.

There are also numerous, compelling advantages for the End Users running Virtual Machines: • Computing resources may be easily allocated to the guest OS and applications depending on the requirements and use of the VM. Less intensive applications won’t compete with applications which require more resources.

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• Customized VMs and applications can be created for individual users. • Users may operate multiple VM simultaneously, taking full advantage of multi-core computing resources. Network licensing of operating systems and applications allows users to run multiple operating systems and applications at the same time while being fully compliant from a licensing standpoint. • If an application or OS within a VM crashes, the Host OS and remaining VMs are isolated and typically not affected. Users simply restart the VM and application. • When running processor and memory intensive applications and processes, users can quickly select another VM and continue work on another application and process – avoiding the dreaded “white screen of death” that occurs when one application is reticent to release computing resources for other applications.

How to Virtualize Host machines may run OS X, Linux or Windows. At present there are two highly competitive virtualization solutions available for the end user1. Each allows for a 30 day trial:

VMWare (www.vmware.com) • Windows / Linux solution: VMWare Workstation • OS X solution: VMWare Fusion Parallels (www.parallels.com) • Windows / Linux solution: Parallels Workstation • OS X solution: Parallels Desktop 3.0

Virtual machines may be created in either one of two ways: 1. Install the Guest OS within a VM and subsequently install and license any applications as you would on your personal computer. 2. Migrate or convert a Physical Machine into a Virtual Machine. • VMWare: VMWare Converter • Parallels: Parallels Transporter

1 Note: Unlike VMWare or Parallels, Microsoft Virtual PC does not currently run on Intel based Macs: http://www.microsoft.com/mac/products/virtualpc/highlights.aspx

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Hardware Setting / Requirements The speed of your VM and the number of VMs which may be concurrently run depend on the physical resources of the Host machine. 32 bit and 64 bit Host and Guest machines are supported.

Supported Host Operating Systems1: Mac: • Parallels: http://www.parallels.com/en/products/desktop/sr/ • VMWare: http://vmware.com/products/fusion/system_requirements.html Windows / Linux: • Parallels: http://www.parallels.com/en/products/workstation/os/ • VMWare: http://www.vmware.com/products/ws/new.html Processor: For best results use dual-core, high-end processor which are workstation / server grade such as dual and quad-core Intel Xeon or AMD Opteron CPUs. • Portable: Dual Core / Core 2 Duo • Workstation: Two Dual Core or Quad Core Processors RAM: Although processor allocation is important it seems that RAM is key, particularly if multiple VMs are to be run concurrently. • Recommend minimum of 1gb per Host • Recommend minimum of 1gb per each Guest VM Hard Drives: Fast access is better, so select 7200rpm and faster drives and avoid slower 5400rpm drives. Bear in mind that each needs VM to occupy the space of the OS and Applications – no different than the space required on a PC of the OS and applications. Some users have reported performance gains from placing the Host OS on one drive and the VMs on a separate HD. : More critical for performance from Host rather than the Guest machines. Networking: Gigabit connections. By default, the VM shares the network of the Host OS. If necessary it is possible to create a separate NIC for the Guest OS. This is useful for high traffic conditions or maintaining a static IP for the Guest OS. However, standard shared networking works well.

1 Too numerous to mention within this document

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OS Licensing: Volume OEM pricing has advantages for both Host and Guest machines in a networked environment (note: Windows purchased to run on a new Macintosh qualifies for OEM volume pricing). Application Licensing: Each application within a VM requires a license. A network license will be activated for each VM session when the application within the VM is opened.1 Windows Domains: When building images of VMs for distribution within the same network it’s very important to keep the build images out of the domain. After changing the computer name on the user’s workstation the VM may be added to the domain. Feature Set Matrix:2

64 bit Support Multi-Processor Max RAM (gb) USB 2.0 Power Manager Integrate Windows Bootcamp Support Multi-Display File Integration Snapshot to Virtual Physical DirectX Support SupportOpen GL VN Explorer Smart Selection

VMWare 2

Parallels 8

Duplicate VMs: Once the initial VM is created, creating copies (for backing up or running another VM at the same time) is straightforward. What is critically important is that you need to make certain the new VM has unique, per-machine values on the network, such as Mac addresses, machine SID values, etc.

1 Note: There are known issues which stem from activating / opening a Bootcamp partition from a virtualizing solution. This results in a request to reactivate licensing of the OS and other applications. While you may access files from within the Bootcamp partition, it’s not recommended that you open the partition in virtualization.

2 http://en.wikipedia.org/wiki/Comparison_of_VMware_Fusion_and_Parallels_Desktop

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Benchmarks1

1 This journal file and instructions will be made available in AUGI forums at the end of AU2007. Please feel free to post the hardware type tested (workstation/laptop), hardware configuration and results. Thanks!

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Bohlin Cywinski Jackson:

Bohlin Cywinski Jackson, founded in 1965, has offices in Wilkes-Barre, Pittsburgh, Philadelphia, Seattle and San Francisco. The firm’s work is known for exceptional design, for its commitment to the particularity of place and user, and for an extraordinary aesthetic based on a quiet rigor that is both intellectual and intuitive.

The firm’s principals and staff of one hundred seventy-five practice architecture and offer a broad range of related services. Their breadth and depth of skills and experience enable the practice to address a wide range of challenges—difficult sites, demanding budgets and time constraints, unusual technological requirements and the integration of new construction with existing buildings and contexts. The firm responds to the particular circumstances of each situation, alive to the subtleties of place—man-made or natural, to the varied natures of client and user, to the character of institutions, and to the means of construction.

We are noted for exceptional and humane design ranging from modest houses and recreational facilities to larger academic, research, civic and corporate buildings. Our problem-solving approach emphasizes thorough research and analysis of each project’s unique human, technical and economic circumstances. We believe the best design comes from an alert and balanced response to the particular circumstances inherent in each situation. In an essay about our firm’s work, Gold Medal winning architect Joseph Esherick comments, “what is remarkable is the degree to which Bohlin Cywinski Jackson achieve the highest possible technical standards of construction, of energy management, of sophisticated program requirements, and still preserve such freshness and openness.”

Bohlin Cywinski Jackson has received more than 350 regional, national and international awards for design including the Architecture Firm Award of the American Institute of Architects—the highest honor bestowed upon an architectural practice by the Institute.

Technology History (Hardware / Software) Bohlin Cywinski Jackson has always been a Macintosh shop. Longtime MicroStation user first on the Macintosh, BCJ then transitioned to the Windows platform for their CAD workstations starting with v7 of MicroStation. Apple's switch to the Intel platform provided the opportunity to 8 Running Autodesk® Revit® in Virtual Machines

safely return to the Macintosh, with the options to run Windows whether virtualized with Parallels or VMWare Fusion or booted directly using Apple's Bootcamp.

Present Direction (Hardware / Software) The current price advantage, flexibility, build quality and subsequent ease of maintenance make Apple products an easy choice. Why Revit When looking to make the move to BIM, BCJ investigated many of the products available. Revit simply proved the most developed solution available. The depth of resources available in the Revit community, and the number of colleagues, consultants and collaborators using Revit made the choice easy. Why Parallels Parallels provides a simple, easy to maintain virtual environment. Being the first to market, Parallels created a stable product that performs well under the unique requirements of today's CAD applications. Hardware Configurations • Workstations: Mac Pro / 2.6ghz 2xDual Core Xeons / 4gb RAM / Parallels 3.0 • Laptops: MacBook Pro / 2.4ghz / Core Two Duo / 4gb Ram / Parallels 3.0

Experience / Best Practices / Lessons Learned

Overall, our employees have a brief accommodation period, learning how the two systems interact, and how to best employ the tools at their command. The isolation of Windows and Revit from their other primary tasks, running in the Mac environment proves its worth when Windows crashes and/or has problems booting. We keep an exact copy of their virtual machine on hand for just such a case. If a VM becomes suspect or corrupt users simply rename both images (the original and the backup), thus swapping the backup for the original - and they are off and running. This has proved invaluable during deadline periods - especially when working late or on weekends when support from other staff might be limited or take a while to reach.

To further this protective layer we have added secondary hard drives to the users' machines to host their virtual images. We then retain additional backup copies on the system drive in anticipation of hard drive failure. In case of system or hardware failure, the user can simply shutdown, take their virtual images on the second Apple drive sled and move it to another Mac

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Pro and slide it in place. They can then open their image by double clicking on it or choosing it through Parallels. Total downtime is typically no more than 15 minutes.

As for best practices, I highly recommend discussing the experience regularly with the users, suggesting potential tweaks to configuration, work flows and preferences. Sharing this knowledge is the best way to get a smooth, consistent environment for all the users. Obviously there are a number of options an administrator can set right at the start. Creating a master image to roll out for the users can aid immensely in setup time. It also provides a great platform for testing updates, upgrades new software and settings before impacting users' work. Some of the issues I see from an administrative standpoint are:

1. Parallels Tools needs to be reinstalled on all updates and occasionally at random maintenance intervals (possibly due to Windows updates). 2. Parallels Tools (like many other Windows based applications) require Windows administrator level permissions to install properly. Usually this can be accomplished by a "first-run" setup logged in as administrator, and then switching to the user's account. 3. Parallels updates require administrative password on the Macintosh end. The process we typically use is the following: • Schedule an hour with the user to shut down Parallels • Make a backup copy, install the new version and upgrade the image. • Re-install Parallels Tools. It’s a good idea to test the VM for a bit, changing any new settings. • Shut down and make another (new) backup copy. • Restart and get back to work.

Updating takes a significant amount of preparation, since there are updates for two operating systems involved, not to mention all the applications. The longest part of the update is spent duplicating the drive images. The way I try to manage this best is to test all the updates myself and then after a couple of weeks (and a fair number of waiting upgrades have amassed) I schedule time with users to upgrade/update, taking the time to do so early in the morning or late in the evening.

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Specific Hardware Settings (Parallels)

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Specific Hardware Settings (VMWare)

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