Set Up the Newforma Model Viewer

Info Exchange uses the Newforma Model Viewer Powered by VEO to view building information management models and linked views. This topic walks you through the entire installation and configuration process for external Info Exchange users. To see additional setup required for other users, please refer to Newforma Model Viewer Setup and Workflow.

The Newforma Model Viewer is only available for Info Exchange 10.1 and higher.

The basic steps in the setup process for external users are as follows:

Please note that this is a one-time process. However, there are a number of steps involved and it takes some time to complete.

Before you can download and install the Newforma Model Viewer, you will need to create a Newforma ID and have an Info Exchange account with the company whose project you wish to view. Your Newforma ID and your Info Exchange account work together to give you access to the models in the following manner:

● Newforma ID. You must have a Newforma ID in order to install and use the Newforma Model Viewer. The model and linked views accessed by Newforma Model Viewer are stored in the cloud, and your Newforma ID gives you the ability to access the cloud. It serves as a single login across all Newforma products, apps, accounts, and project partner websites. See the Create a Newforma ID section below if you do not already have a Newforma ID.

● Info Exchange account. You must connect your Newforma ID to your Info Exchange account for the company whose project you wish to view. Doing so gives you access to the project when you log in with your Newforma ID. See Log into Info Exchange using Newforma ID below for more information.

The following steps of the process are covered:

● Create a Newforma ID

● Login using Newforma ID

● Search for companies to connect to

● Log into Info Exchange using Newforma ID

● Download the Newforma Model Viewer installer

● Install Newforma Model Viewer

● Log into Newforma Model Viewer

● To access projects in Newforma Model Viewer

● Load projects in Newforma Model Viewer

To create a Newforma ID

The Newforma Model Viewer requires that you have a Newforma ID. Perform the following steps to create a Newforma ID.

If you already have a Newforma ID, skip to login using Newforma ID.

1. In your browser, navigate to the my.newforma.com website, or click Sign in with Newforma ID from the Sign in to Newforma Info Exchange dialog box, shown here:

2. The My.Newforma page opens and displays a sign in page, shown here. Click Create Your Newforma ID.

3. Enter your email address, first and last name as shown below.

4. After reviewing the terms and conditions, select the I Agree to the Terms and Conditions checkbox, then click Sign Up For Free. A confirmation message, shown here, displays to verify that an account was created and an email with your password information is sent to your account.

To login using Newforma ID

Once you have your login information, you can log in using your Newforma ID.

1. Click the link in the email that includes your login information to log in, shown below. If you already have a Newforma ID, go to my.newforma.com and click Sign In to sign in using your existing credentials.

Passwords are case-sensitive.

To search for companies to connect to

Once you are logged in with Newforma ID, you can search for companies whose projects you want to view on Info Exchange.

1. In the Search for a Company section of the window, begin typing the name of the company you want to connect to in the Enter the Name of a Company field, as shown here:

2. A list of companies matching your search criteria is displayed, as shown below. Select the company you want to connect to from the list.

If the company you are seeking is not shown in the search results, verify the name and spelling of the company and try again. If the company you are seeking still does not appear, contact your Newforma administrator.

3. A message appears informing you that if this is the first time you are accessing the company's Newforma Info Exchange via Newforma ID, you will be required to enter your Info Exchange login. Click Continue to continue the process.

To log into Info Exchange using Newforma ID

Once you connect to a company, you are directed to their Info Exchange login page to connect your Newforma ID to your Info Exchange account for the company.

1. In the Sign in to Newforma Info Exchange dialog box, your Newforma ID login will already be present, as shown below:

2. Enter your Info Exchange Username and Password for the selected company and click Sign In to continue.

You must have Info Exchange credentials for the selected company to continue. If your login is unsuccessful, use your browser's back button to return to my.newforma.com and ensure that you have selected the correct company. If your login is still unsuccessful, contact the person at the company who assigned the project item to you to verify you have permissions to view projects on their company's Info Exchange site.

For internal users connecting to their own company's Info Exchange site, the password is the same as their domain password. This password is stored only for the current session in the browser.

3. Once you are connected, you will see your projects, as shown here, under Projects. Click on the project you wish to view to access it in Info Exchange.

4. You are now logged into Info Exchange with your Newforma ID. Navigate to your assigned project item (i.e., action item) to continue.

Make sure you have signed out of any other Info Exchange sessions before continuing.

To download the Newforma Model Viewer installation

You must download and install the Newforma Model Viewer before you can view models in projects via Info Exchange.

Newforma Model Viewer is only available for Info Exchange 10.1 and higher. The installer download links below will not work if you are using an earlier release of Info Exchange.

1. Click one of the following links to download the correct version of the Newforma Model Viewer installer .msi file for your system and save it to your computer:

● If you have a 64-bit system, select Newforma_VEO_Installer-x64.msi.

● If you have a 32-bit system, select Newforma_VEO_Installer-x86.msi.

To determine if your system is 64-bit or 32-bit for Windows 7, click the Windows Start button, then Control Panel > System and Security. Under System, click See the Name of this Computer. The System Type field will display 64-bit Operating System or 32-bit Operating System. For Windows 8, press the Windows key to access the Start screen, then type Control Panel and select it from the options on the screen. Click the System Information icon to view the system type.

2. Once the download is complete, you are ready to install Newforma Model Viewer on your machine.

To install Newforma Model Viewer

1. Navigate to the location where you saved the Newforma Model Viewer installer .msi file.

2. Double-click the icon for the Newforma Model Viewer installer you downloaded to launch the VEO Setup Wizard, shown here:

3. After reviewing the license agreement, select the I Accept the Terms in the License Agreement checkbox and click Install to install the viewer.

Depending on your system settings, you may receive a warning message asking if you want to allow the installation to run. Select Yes or Allow to continue the installation.

4. Click Finish to close the wizard and complete the installation.

To log into Newforma Model Viewer

1. In Info Exchange, select the project item you were working with before you installed the viewer. Click the icon or the Show in Model button depending on your location. Select Show Latest View in Model or Show Originating View in Model to launch the viewer.

Depending on your system settings, a Windows security alert dialog box may appear when you attempt to launch the viewer. Accept the default settings and click Allow Access to continue.

If you are using the Firefox browser, a Launch Application dialog box may appear when you attempt to launch the viewer. Select VEO_WebLauncher and click OK to continue.

2. A warning message appears asking if you want to allow this website to open a program on your computer. Click Allow to continue.

3. A security message appears asking if you want to allow the Model Viewer to open web content on your computer. Click Allow to continue to the Model Viewer login screen.

4. In the VEO Login screen, shown here, your Newforma ID user name appears in the User field. The selected company's name appears in the Account field. Enter your Newforma ID password in the Password field and click Login to continue.

5. If the VEO Login screen does not appear on top of the Info Exchange window, click the icon in the taskbar to bring it to the front.

To access projects in Newforma Model Viewer

1. The first time you log into the Newforma Model Viewer, the window will be empty, as shown here:

2. Click File > Load Project to access the Load VEO Project dialog box, shown here:

3. The Project Name section of the dialog displays the projects to which you have been granted access. If the project you are working with has a Downloading or Download Pending indicator, it means it is in the process of downloading. Projects must download before you can see them in the viewer.

If you do not see your project in the list, it means you have not been given rights to view model views for the project. Contact the person who assigned the project item (i.e., an action item with a related model view) to you and request model viewer access to the project(s) you need. Your contact will then need to contact their VEO administrator, who will provide you with access to the project(s).

After a project is downloaded the first time, only updates to the models need to be downloaded. If updates are available, they will be indicated to the right of each model and will be downloaded automatically in the background.

4. Click Cancel to close the Load VEO Project dialog box. Once your project has finished downloading, the view you selected from your project item appears in the main viewer window.

To load projects in Newforma Model Viewer

When you view a model associated with a project item, the correct project and view open automatically. You can also select a different project to view from inside the model viewer if needed.

1. In Newforma Model Viewer, click File > Load Project to access the Load VEO Project dialog box.

2. The Project Name section of the dialog box displays the projects to which you have been granted access. Once projects are downloaded, they appear with green circles next to them, as shown here:

3. Select the project you want to load and click OK. The project is loaded in the model viewer and the default master preset is displayed.