July BAATUG

RSC is excited to collaborate with Samsung on another amazing and free ARCHIBUS User Group training Thursday July 21st. Come join us for an in-depth training on ARCHIBUS’ Building Operations Application with location, dinner, and refreshments provided by Samsung!

The Bay Area Archibus User Group (BAATUG) was started by Bob Stephen of Robert Stephen Consulting, LLC in April of 2006. The underlying purpose for the group was to provide answers to common questions asked by Bob’s clients.
The monthly training group now consists of current clients and interested individuals wanting to learn more about ARCHIBUS, AutoCAD and report writing. The quarterly two hour collaborative forum consists of one hour of training on a previously announced topic, and a second hour in a round table discussion of any topic suggested by the group.
If you’d like to learn more about the event, check out our evite.

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What is BAATUG?

What is “BAATUG”?

BAATUG is short for Bay Area ARCHIBUS Training and User Group. It is a FREE on-site, collaborative forum with one hour of free training on a set topic and a second hour of round-table discussion for any topic(s) suggested by the group.

Who will be training us?

Our BAATUGs are led by Bob Stephen, CEO & Managing Director of RSC and is hosted by our clients.

Who attends a BAATUG?

The training consists of current clients and interested individuals wanted to learn more about ARCHIBUS, AutoCAD, and report writing.

Where are BAATUGs?

Our free on-site trainings are hosted by various clients located in the Silicon Valley and San Francisco Bay Area.

When are BAATUGs?

With the help of our clients, we host one BAATUG per quarter. They are generally on the 3rd Thursday of the month from 5/5:30PM – 7/7:30PM

Where have BAATUGs been held in the past?

Past BAATUGs have been hosted by a variety of our clients including, but not limited to: Lucas Film, Stanford, eBay, Monterey Bay Aquarium, and many more!

What else can you tell me?

Not only do attendees get a free training from an ARCHIBUS master, but it is also a phenomenal opportunity to meet with other ARCHIBUS users who are going through similar challenges and triumphs. Our attendees love the chance to discuss with other like-minded ARCHIBUS users and see how different companies are benefiting from their IWMS.

How can I get involved?

Are you ready for this? Pinterest is hosting a BAATUG at their brand new facility in San Francisco THIS MONTH! Check out our evite for more information and to RSVP to this one-of-a-kind free ARCHIBUS training.

Who do I contact if I’m interested in hosting?

If you would like to bring a BAATUG to your facility, please don’t hesitate to contact us at training@rsc2lc.com

Don’t forget to check out our evite and RSVP to this month’s BAATUG!

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October’s BAATUG at Monterey Bay Aquarium

Last Friday’s Bay Area ARCHIBUS Training & User Group (BAATUG) was amazing!  The Monterey Bay Aquarium outdid themselves!  The food, venue, views, training, conversation, and company were all perfect! We are so grateful to have clients who are willing to host our training events.

Here are some images from the training/day.

Click on an image to navigate the gallery and see Monterey Bay Aquarium up-close for yourself.

Thank you to all our clients who came out for the event.  We can’t wait to start planning our 2016 BAATUG events.  If you are interested in attending or hosting, please contact us at training@rsc2lc.com

All pictures courtesy of Megan Fosson Photography.

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ARCHIBUS Client Server & Excel Pivot Table Reporting

BAATUG is a wonderful training event because it is more than just information on ARCHIBUS.  Often times, head of Robert Stephen Consulting, LLC, Bob Stephen, demonstrates tips, techniques, and best practices that make your workflow significantly easier.

A while back, Bob Stephen shared some tricks at an amazing BAATUG event hosted by Stanford.  This little technique Bob taught was so good that we created a tutorial to share with all you who missed the event.

This tutorial is broken into two parts:

  1. Writing reports in Microsoft Excel
  2. Exporting ARCHIBUS data to Microsoft Excel and updating it regularly

Sometimes you need a report that just isn’t in ARCHIBUS, or that you don’t want to be in ARCHIBUS, because you’d rather use the flexibility and power of Excel to combine the data from ARCHIBUS with other sources, or to slice and dice it using Excel Pivot Tables.  All of these things are possible using the technique described below.

The reason this works is because ARCHIBUS Client Server uses ODBC connections to reach the database, and so can Excel.  From this point forward, we will assume you know the afm password to the database.

Below are the steps:

  • Open a new, blank workbook in Microsoft Excel.
  • On the “Data” tab, choose “From Other Sources” then “From Microsoft Query” from the drop down, demonstrated in the image below.
  • A box will appear that lets you choose from which database you want to pull data. 
    • These are all ODBC data sources.  If you don’t see the one you want,  go into Client Server and set up a Project to connect to that database.  Once you’ve set up the Project connection it will become available.  (ARCHIBUS Client Server creates ODBC Data Sources to make its own connection to the database; we are piggybacking off that.)
  • Choose your data source and click “OK”.
    • For now, we’ll leave the “Query Wizard” box checked.
  • A database login dialog box will appear.  The Login ID will likely default to “afm.”  In order to move forward, you will need to know the password for the database.  Enter the password and hit “OK.”
  • The Query Wizard will now appear.  You should be able to choose which database table you would like to use for the data.  In this example we will use the em and rm tables.
  • Pick the columns you want and hit the “Next” button.
    • NOTE:  If you pick data from different but related tables, the Query Wizard does the join for you.
  • From there you will be taken through some other forms;  it is safe to click the defaults to get the data into Excel.
  • You should see something that looks like a grid — a rich set of data about rooms and the people that occupy them:
  • With just a little more effort a more detailed analysis can be done with Count of seated employees by Division Department sliced by Region/Site.
  • If and when the data in ARCHIBUS changes, you just need to Refresh it using the steps below:
    • Return to the “Data” tab.
    • Right click on the data, and click “Refresh”.
    • Your data is now up to date.
    • If you are using Pivot Tables, you will need to refresh these as well after making the changes.
  • Want to Edit your Query?
    • Click on the data table.
    • Select the “Data” tab, then “Properties” from the drop down menu.
  • Push the button to the right of “Name” to get “Connection Properties” dialog box.
  • Click the “Definitions” Tab, then “Edit Query” tab.
  • And you’ll be right back to editing the Query.
  • A Quick Note of Caution:
    • Queries are not portable.  They want to be run from the machine on which they were created.  If you email the spreadsheet to a friend, they will be able to see and change the pivot table, but will not be able to refresh the data or access the query.

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May 28th BAATUG

Just a reminder that RSC’s 2nd Quarter BAATUG event on Dashboards &  Report Writing in Web Central will be held at the San Ramon Regus Business Center May 28th from 11:30AM – 2:00PM.

A light lunch and refreshments will be served.

Check out the evite to RSVP and find out more!
http://www.evite.com/event/01ECKNNS4EC2VAPGYEPE4LFBT3UD3Y


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2nd Quarter BAATUG

Are you interested in learning more about ARCHIBUS?  Did you want to attend our first quarter event, but missed it?  Here is your chance!  On May 28th from 11:30AM – 2:00PM Robert Stephen Consulting, LLC. will host the 2nd Quarter Bay Area ARCHIBUS Training & User Group meeting at the Regus Business Center in San Ramon, CA.

This Quarter’s topic will be on Dashboards and Reporting in Web Central.
Our session will consist of a light lunch and refreshments, as well as an hour of training and an hour of round-table discussion.

To find out more information, please check out our evite: http://evite.me/2vbdKbDzxD
Feel free to email or comment below with thoughts or questions.


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Thoughts? Questions? Comment below and let us know what you think! We’d love to hear your insights.

BAATUG Wrap Up: Quarter 1

This quarter’s Bay Area ARCHIBUS Training & User Group was an awesome event!  The training was great and everyone seemed to have a wonderful time mingling afterwards.  RSC is incredibly grateful to Stanford for hosting the training event.  The facility and food were phenomenal!

This quarter’s training covered Moves, Adds, & Changes in ARCHIBUS.  We took a deep look at how to manage moving people in ARCHIBUS Client Server / Web Central, and in RSC’s custom SpaceView tool.  We also covered some great tricks clients can use to do quick, custom reports using ODBC and Excel.

Here is a taste of what we covered:

In order to get to 98% accuracy in employee locations you need to do the following 3 things:

  1. Have a regularly scheduled employee synchronization with the HR department.
  2. Have a single move process that is followed EVERY SINGLE TIME.
  3. Walk the floors on a regular basis (quarterly or yearly).

To find out more about our quarterly BAATUG events, please contact us or comment below!


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Thoughts? Questions? Comment below and let us know what you think! We’d love to hear your insights.