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Error: Could not login with specified credentials

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Current Revision posted to Content Management Wiki by Ed Yepes on 9/27/2018 1:53:05 PM
 Product(s):ProjectWise Edge
 Version(s):05.05.22.14
 Environment:N\A
 Area:N/A
 Subarea:N\A

Problem

When I launched ProjectWise Edge Mobile my favorites were gone and only Sample remained.
When searching for a project I was seeing the following:

Error Could not login with specified credentials and selecting "Details" brings up the following:

-Details Authentication token is missing Cannot connect

The application log file was showing:

2018-09-26 12:36:25,007 ERROR [0x16c1b7000] WSCache                                  - CachingDataSource::OpenOrCreate() URL:'https://SELECTserver.bentley.com/LicensingProxy' ID:'BentleyCONNECT--Main' error: Could not login with specified credentials
2018-09-26 12:36:25,007 ERROR [0x16c1b7000] MobileUtils.FeatureTracking              - Failed to initialize cache: Could not login with specified credentials

Solution

Uninstall Projectwise Edge Mobile and reinstall.

Previous to this, had tried clearing the application cache and restarting the iPhone

See Also


Tags: ProjectWise Edge, 05.05.22.14, ProjectWise, en, SELECTsupport

Using ScanRefs.exe

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Revision 1 posted to Content Management Wiki by Greg Holland on 11/5/2018 9:30:33 PM

Scans ProjectWise documents and folders to detect various relationships between the files.

 

USAGE:

   scanrefs -d datasource [-u username] [-p password]

            [-mode scanmode]

            [-masters documentlist] [-masterfolders folderlist]

            [-priority folderlist] [-proximity [r:]number] [-order orderlist]

            [-af applicationlist]

            [-l logfile] [-lv]

            [-f paramsfile]

            [-q]

 

OPTIONS:

   -d datasource    Datasource name to connect to.

 

   -u username      Username for the datasource connection.

                    If this option is absent, SSO login will be attempted.

 

   -p password      Password of the datasource user.

                    If this option is absent, password prompt will be shown.

 

 

   -mode scanmode   Specifies a list of scanning modes to use.

                    If this option is absent, the tool will operate in "references;linksets" mode.

                     Possible modes:

                       references - scan for references.

                       linksets   - scan DGN documents for link sets.

                       urfcs      - update references from current set - no attempt will be made at creating new sets,

                                    only existing reference sets will be updated. If this mode is enabled, priority or

                                    proximity reference search paths will be ignored.This option is intended to be used after

                                    upgrading a datasource from a pre-V8.1 version.

                                    Note that this mode disables other modes.

 

                    Modes can be combined:

                       references;linksets - scan for reference documents and for DGN link sets.

 

  -masters documentlist       A list of documents to scan for references and/or linksets.

                               For more information see notes and example below.

 

   -masterfolders folderlist   A list of folders to scan for references and/or linksets.

                               For more information see notes and example below.

 

  -priority folderlist    Enable priority search for reference files in the specified folders.

                           For more information see notes and example below.

 

   -proximity [r:]number   Enable proximity search for reference files <number>

                           levels above the master file's folder.

                           r: switch enables recursive search (includes

                           subfolders).

                           Examples:

                              -proximity 0   - look for references in the

                                               master's folder.

                              -proximity 1   - look for references in the

                                               parent folder of the master.

                              -proximity r:1 - look for references in the

                                               master's folder's parent folder

                                               and its subfolders.

 

   -order orderlist        Order in which the proximity and priority searches will be done (if both are enabled).

                           If this parameter is not specified, proximity search will take precedence.

                           Examples:

                              -order proximity;priority - proximity first.

                              -order priority;proximity - priority first.

 

 

   -af applicationlist     Application filter for the lists of documents to scan - only the documents with matching

                           application names will be scanned. Example:

                              -af "MicroStation;AutoCad;Bentley Navigator"

 

   -l logfile              Log file path.

   -lv                     Use verbose logging - write more details to the log file. 

 

   -f paramsfile           Load additional program parameters from the file on the local file system.

  

   -q                      Run in quiet mode. No information will be printed in this mode.

 

NOTES:

   Folder and document lists are ordered combinations of:

      folder or document paths:

         "Top level folder 1\Subfolder 1.1"

 

      recursive folder paths (includes subfolders):

         "r:Top level folder 1\Subfolder 1.1"

 

      folder or document GUIDs:

         {0031FAC5-9A8B-412A-AF13-F76B26A68E09}

 

      recursive folder GUIDs (includes subfolders):

         r:{0031FAC5-9A8B-412A-AF13-F76B26A68E09}

 

   More complex example:

      -priority "Top level folder 1\Subfolder 1.1;{0031FAC5-9A8B-412A-AF13-F76B26A68E09};r:Top level folder 1\Subfolder 1.2"

 

   Notice that paths are specified without the virtual \Documents\ folder.

 

 

   Since the lists are ordered, the item first in the list will be processed first.

 

   Furthermore, a number of list parameters of the same name is allowed - in such case their contents will be merged into the same list in the same

   order as those parameters are listed.

 

   For example, the combination of:

      -masterfolders "Top level folder 3" -masterfolders "Top level folder 1;Top level folder 2"

   is equivalent to:

      -masterfolders "Top level folder 3;Top level folder 1;Top level folder 2"

  

   In the rare case when you need to use a GUID as an item name, or an item name starts with r:, you can avoid automatic recognition by prepending the

   name with a backslash character:

      -masterfolders "\{0031FAC5-9A8B-412A-AF13-F76B26A68E09}"

      -masterfolders "r:\{0031FAC5-9A8B-412A-AF13-F76B26A68E09}"

      -masterfolders "\r:{0031FAC5-9A8B-412A-AF13-F76B26A68E09}"

 

EXAMPLE:

   Let's suppose the documents you are working with are located here:

      pw:\\server.domain.com:datasource\Documents\Top level folder 1

 

   These documents have link sets and they also reference other documents, which are located in the same folder and its subfolders.

 

   You can use the following command line to detect the relationships between these documents on ProjectWise:

      scanrefs -d server.domain.com:datasource -u user -masterfolders "Top level folder 1" -proximity r:0

 

   You could also use priority search instead:

      scanrefs -d server.domain.com:datasource -u user -masterfolders "Top level folder 1" -priority "r:Top level folder 1"

Tags: ScanRefs.exe, ProjectWise Explorer Client

ProjectWise Edge - Mobile

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Current Revision posted to Content Management Wiki by Ranveer.Basra on 11/8/2018 7:24:30 PM

ProjectWise Edge Mobile is a client for your iOS tablet or phone. This application provides the following functionalities. 

Version 05.05.23.18 - Please note Web Services Gateway & ProjectWise Web Services Gateway plugin is now delivered with ProjectWise Design Integration Server release. To take advantage of the latest features it is best recommended to use the latest version of Web Services Gateway and ProjectWise Design Integration(Version 10.00.03.140 is a mandatory dependency)

  • ProjectWise Saved Searches: Quickly find files with your ProjectWise Saved Searches created from ProjectWise Design Integration.
  • Review Audit Trail: Review audit trail of a document
  • File Name Locking: Respect ProjectWise file name locking setting
  • Support ProjectWise Soft Delete: Deleted files are kept in recycled bin on the server. Configured by soft delete settings in ProjectWise Design Integration
  • Support ProjectWise Share Soft Delete: Deleted files are kept in  recycled bin in ProjectWise Share
  • Bug fixes

Version 05.05.22.14 -  Please note Web Services Gateway & ProjectWise Web Services Gateway plugin is now delivered with ProjectWise Design Integration Server release. To take advantage of the latest features it is best recommended to use the latest version of Web Services Gateway and ProjectWise Design Integration(Version 10.00.03.140 is a mandatory dependency)

  • Copy form: Create a copy of an existing form for easy duplication
  • Photo Drop on form: Drag and drop pictures in to a form
  • Electronic Signature: Sign form for quickly and easy approval to complete form processes
  • File toggle Switch: Hide all previous versions of files and show only latest active version
  • Search enhancement:Quickly search folders and documents
  • Bug fixes

Version 05.05.21.30 - Please note Bentley Web Services Gateway with ProjectWise Plugin  02.05.06.07 is a dependency which is now included in the ProjectWise Design Integration 10.00.03.49 Server install set. 

  • Import multi folders: Quickly  drag and drop folders with documents from your desktop to upload folder and files
  • Added missing icons: Enhanced user experience added missing icons for Visio, MSG and TXT
  • Display document attribute sheets: Review file with attribute sheets attached to documents
  • Keyboard Enter support in Advanced Search: Simply hit enter on keyboard to run advanced search
  • Removal of Personal Share
  • New Form features: Forms dependent dropdown control, Time tracking support and Attachment caption
  • Performance & Refresh update: Make sure files are always up to do with auto refresh running in the background
  • Work Rules Engine (Technology Preview): Edge apps now support WRE commands from ProjectWise Design Integration 10.00.03.49. Please NOTE version of ProjectWise Design Integration and WSG (PWplugin) version 02.06.05.07
  • Bug fixes

Version 05.05.20.26 - Please note Bentley Web Services Gateway with ProjectWise Plugin  02.05.02.03+ is a dependency

  • Advanced Search:Find files in your repository connection in your common data environment of ProjectWise faster using new criteria to narrow your search results
  • Multi file upload: Drag and drop  multiple files from desktop
  • Lock name field and document field:Identify  and organize content easily by synchronizing name field and file name
  • Auto Refresh on file and folder:Ensure you are always looking at the latest content
  • Auto logging configuration: Save time when troubleshooting issues with enabling detailed logging and accessing logs location
  • Proxy Configuration: Configure local proxy to access content outside your company securely
  • New UX interface: New and improved update on interface
  • Quick Start Guide: Guide now walks you through important settings and explains in details each feature
  • ProjectWise ShareUpdate to accessing ProjectWise Share

File upload

Folder creation

File folder rename

File folder delete

  • Bugs Fixes

Version 05.05.12.14 - Please note Bentley Web Services Gateway 02.05.02.03 is a mandatory dependency

  • Access ProjectWise Work Area Connections: ProjectWise Projects can now be configured on connect.bentley.com to automatically bring on-premise ProjectWise Work Area connection to the app automatically when a ProjectWise Project is selected.
  • Form Attachment with location: Adding an attachment to a form can now set a location from where that attachment was taken from.
  • Ability to clear locally stored data: Data that is cached can now be cleared via a button in the settings area. This will clear cache for shortcuts, manually created connections and favorited items.
  • Bug fixes

Version 05.05.06.35 - Please note Bentley Web Services Gateway 02.05.00.51 is a mandatory dependency

  • Form Capability:
  • Single Sign On (SSO) Support for Bentley managed services:
  • ProjectWise Share Access
  • Multiple Language Support
    • Chinese
    • Traditional Chinese
    • Korean
    • Japanese
    • Spanish
  • Check out/In capabilities
  • Updates server copy
  • Free documents/files
  • Copy file
  • New folder creation
  • Deleting documents and folder
  • Importing documents

Version  05.05.04.50 - Please note Bentley Web Services Gateway 02.00.04.65 is a mandatory dependency

  • Quick Access to CONNECTED Project Features
  • Access Workflows
  • Access Issue Resolution Punch List forms
  • Click on a CONNECTED Project link for direct access to CONNECT.BENTLEY.COM browser access
  • View Mapped view of Project location
  • Changes ProjectWise document States
  • Review documents in specific Workflow and States
  • Set Final Status on document
  • New UX Icon to show read-only and final status documents

*Rules Engine and BS1192 features not enabled YET! Coming Soon.

  • Share a pw:// link via email
  • Folder link: open to folder in ProjectWise Explorer Mobile
  • Document link: Prompted to open file with specific application on mobile device

Error 2627

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Revision 1 posted to Content Management Wiki by Dan Dimitro on 11/14/2018 5:58:06 PM
 Product(s):ProjectWise Explorer Client
 Version(s):N\A
 Environment:N\A
 Area:N/A
 Subarea:N\A

Problem

Violation of PRIMARY KEY constraint error encountered when trying to delete files and folders.

Solution

If you encounter error 2627, and good place to look is the deleted items folder. In the instance I ran into, there was a direct mention of the table pk_dms_trash which is the table that holds deleted items in PWE.
The user I was working with has been setting up a test environment for training and pre-production testing. During this process, he had done imports and exports, and at some point had deleted several folders and files which were kept in the deleted items folder. When he tried to delete folders or files again, the system threw the unique constratint error and error 2627 was logged in the pwc.log.
The fix is to either permanently delete the contents of the deleted items folder if it is safe to do so, or to browse through the contents of deleted items to see if the file you are trying to delete already exists in the deleted items folder and delete it individually.

 


Tags: ProjectWise, en, ProjectWise Explorer Client

ProjectWise V8i (SELECTseries 4) Refresh

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Current Revision posted to Content Management Wiki by Peter Shauger on 11/19/2018 8:24:46 PM

Click here for full readme and requirements

Latest version 08.11.11.590, released July 06, 2014
Update version 08.11.11.574, released October 14, 2013
Original version 08.11.11.559, released April 02, 2013

The following is a list of the major new features delivered with this release:

  • ProjectWise Explorer Enhancements
    • Bentley DGN Navigator Control, for viewing DGNs and i-models in ProjectWise Explorer
    • Support for ProjectWise Explorer on Citrix XenApp 6.5
    • 'Send To > Mail Recipient As Link' now always creates URN links
    • New 'Include Engineering Component Access Rights' option on the Project Properties dialog > Participants tab, to either set or hide/ignore component security settings
    • Workflow Rules Engine extension (option on the ProjectWise Explorer installer)
    • ProjectWise Export/Import Tool Now Delivered with Client Setups
  • Integration Enhancements
    • Support added for:
      • AutoCAD 2013 applications
      • Revit 2013 applications
      • 64-bit Microsoft Office 2010 (Word, Excel, Outlook, PowerPoint)
      • Microsoft Project 2010 and Visio 2010 (32-bit and 64 bit)
    • Advanced integration for AutoCAD Civil 3D 2012 and 2013
    • AutoCAD integration enhancements:
      • New Disable / Enable Integration button
      • Full integration of DGNIMPORTMODE variable (now supports all modes (=0, =1, =2) (AutoCAD 2012 and later)
    • Revit integration enhancement
      • New Resolve Links dialog, to fix broken links before the document opens in Revit
    • Office integration enhancement
      • New Disable / Enable Integration button in Office 2007 and 2010 (Word, Excel, PowerPoint, Project, and Visio)
  • ProjectWise Administrator Enhancements
    • New 'Rules Engine' datasource node, for importing custom workflow rules
    • Delivered workflow rules
      • Generic workflow rules delivered with the Rules Engine Template (part of the Example Dataset delivered with ProjectWise Admin Setups)
      • BS1192 workflow rules delivered with the ProjectWise Business Process Template for BS1192 (delivered with ProjectWise Admin Setups)
    • Updated Attribute Exchange example files for Microsoft Office 2003
  • Infrastructure Enhancements
    • Support for Windows 8 and Windows Server 2012
    • Full Text Indexing supports Windows Search Service on Windows Server 2012, and Microsoft Indexing Service on Windows Server 2008
    • New option in dmskrnl.cfg (LogLicenseToWindowsEventLog) that lets you control whether or not an informative message is sent to the Windows event log every time the server license is renewed
  • Rebranding
    • ProjectWise Dynamic Composition Server for PDF is now Bentley i-model Composition Server for PDF
    • ProjectWise Dynamic Composition Server for i-model (extension to ProjectWise Automation Service) is now Bentley i-model Composition Server for i-model
Tags: ProjectWise V8i (SELECTseries 4) Refresh

ProjectWise V8i (SELECTseries 4)

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Current Revision posted to Content Management Wiki by Peter Shauger on 11/19/2018 8:25:27 PM

Click here for full readme and requirements

Version 08.11.11.111, released May 14, 2012

The following is a list of the major new features delivered with this release:

  • ProjectWise Explorer Enhancements
    • Ability to create renditions on demand, when ProjectWise Dynamic Composition Server for PDF is set up
    • Reference version locking
    • You can now change the current active version's label when you creating a new version
    • Optional document and file name synchronization
    • Access Control tab enhancements
      • Simplified workflow for importing exported access control settings (option to merge or override)
      • You can now export access control settings to a CSV file (comma separated values)
      • New button lets you discard any pending changes you have made for the selected project, folder, or document
      • The display (or non-display) of the Access Control tab is now controllable by your administrator (through datasource and user settings)
    • Point cloud streaming
    • Project Creation Wizard - override storage area for subfolders when creating project from template
    • New option to allow detailed logging when scanning for references and link sets
    • Support for running ProjectWise Explorer in a Citrix XenApp environment (XenApp 5.0 and 6.0 are supported)
  • ProjectWise Administrator Enhancements
    • New 'Renditions' datasource node, for use with ProjectWise Dynamic Composition Server for PDF
    • New 'File Streaming' datasource node, for enabling point cloud and raster reference streaming
    • New 'Trusted External Indexers' node, in support of the new SharePoint search integration feature of ProjectWise Web Server
    • New Point Cloud Scanner (under the Spatial Metadata Scanners datasource node) for extracting spatial locations from point cloud files (POD) in the datasource
    • You can now drag and drop, or export and import, managed workspace configuration settings blocks from one datasource to another
      • The existing ProjectWise Export Wizard now includes the ability to export configuration settings blocks and their related data from one datasource
      • The existing ProjectWise Import Wizard now includes the ability to import those exported blocks and related data into another datasource
    • User and Group Management
      • New 'Owner Of' tab in the User Properties and User List Properties dialogs lets you see all the groups and/or user lists that the selected user or user list owns
    • New datasource settings
      • Miscellaneous > Grant implicit 'Change Permissions' rights to owners of projects, folders, and documents
      • Miscellaneous > Display Access Control tab in Preview Pane (to enable/disable the display at the datasource level)
      • Documents > Force file name to be the same as document name (for document name locking)
      • Versions > Lock reference documents to versions (for reference version locking)
      • Versions > Prompt user to update master document's reference versions on open (for reference version locking)
    • New user settings
      • Working Directory > When Using ProjectWise Explorer > Node identifier (for Citrix XenApp support)
      • Administrative > Display Access Control tab in Preview Pane (to control which users can see this tab)
    • New audit trail option
      • Log Revit Worksharing Mode Actions
    • Extensive new datasource template with more real-world examples and preconfigured datasource settings
  • Application Integration Enhancements
    • Support added for the following Bentley applications and versions:
      • MicroStation V8i (SELECTseries 3)
      • MicroStation PowerDraft V8i (SELECTseries 3)
      • Bentley View V8i (SELECTseries 3)
      • Bentley i-model Composer V8i (SELECTseries 4)
      • Bentley Navigator V8i (SELECTseries 4)
    • Support added for AutoCAD 2012 applications and Revit 2012 applications
    • Support added for 32-bit Microsoft Office 2010 (Word, Excel, PowerPoint, Outlook)
    • MicroStation integration enhancements:
      • Moved configuration variables from mcm.cfg to mcm.user.cfg file (mcm.cfg now only contains system setup settings)
      • Integration with the Point Clouds dialog (File > Attach, File > Convert, File > Export) in MicroStation V8i (SELECTseries 3)
      • Integration with the new Mini toolbar for callouts in MicroStation V8i (SELECTseries 3)
    • Revit integration enhancements:
      • The Scan for References and Link Sets wizard can now create a set for a Revit family file (RFA) and its related Type Catalog file
      • You can now use an image stored in ProjectWise when creating a decal type
      • You can now use an image stored in ProjectWise as the background image when rendering the open project in Revit
      • You can now export a rendered image to ProjectWise
      • New Disable ProjectWise Integration option, to temporarily disable ProjectWise integration with Revit without having to uninstall the feature
  • ProjectWise Web Server and Web View Server Enhancements
    • SharePoint search integration - Lets you search both ProjectWise and SharePoint at the same time from the same SharePoint search tool
    • Ability to markup i-models in the Navigator web part; the markup is saved in a new *.overlay.dgn file that references the i-model
    • One-click document viewing in the Content web part; just click the document link in the Name field to open the document for viewing
    • iPad users can now connect to Web Parts using their Safari browser
  • ProjectWise Dynamic Composition Server for PDF
    • Used to automate the creation of renditions (PDF, JPEG, TIFF, and/or CALS) from documents in the datasource
    • Runs on top of ProjectWise Orchestration Framework Service and leverages ProjectWise InterPlot Organizer to create the renditions.
    • Administrators define reusable rendition profile components (settings that control how renditions are made) in ProjectWise Administrator
    • Administrators can create, schedule, run, monitor, and review batch rendition jobs in ProjectWise Dynamic Composition Server Administrator (inside Orchestration Framework Administrator)
    • Administrators select individual rendition profile components as necessary to define jobs in Dynamic Composition Server Administrator
    • Users can create renditions on-demand from documents selected in ProjectWise Explorer
    • Default rendition profiles (collections of rendition profiles components) can be assigned to projects and folders in ProjectWise Explorer
    • The new rendition documents can be stored in the same folder, in another folder, or in another datasource
    • Source files can be distributed along with the new rendition documents
    • The user who submits a job can request an email notification to be sent to them when the job is complete
  • ProjectWise Desktop and Server Applications for the Mobile Workflow
    • ProjectWise i-model Packager
      • Installs on ProjectWise Explorer
      • Lets you create packages for ProjectWise Explorer for the iPad users
      • Lets you unpack packages created by ProjectWise Explorer for the iPad users
      • Lets you convert mobile overlay files created in Bentley Navigator for the iPad to overlay.dgn files
    • ProjectWise web services
      • Delivered separately, installs on a server
      • Provides ProjectWise Explorer for the iPad users with a list of ProjectWise datasources they can connect to
  • Infrastructure Enhancements
    • Native 64-bit servers
      • ProjectWise now delivers a native 64-bit Integration Server (there is no corresponding 32-bit version)
      • ProjectWise also delivers both a 32-bit and a new native 64-bit Caching Server and Gateway Service
      • Default installation location of Integration Server (and 64-bit Caching Server and Gateway Service) is now C:\Program Files\Bentley\ProjectWise
      • When creating a datasource, you must now use the 64-bit ODBC Data Source Administrator
    • SQL Server 2012 support, for both ProjectWise Integration Server and ProjectWise Orchestration Framework Service databases
    • New Integration Server installation options
      • Component Services EC plugin - server-side files required for using Bentley OpenPlant with this server
      • ProjectWise Indexing Connector for SharePoint - server-side files required for the new SharePoint search integration feature of ProjectWise Web Server
    • dmskrnl.exe is now automatically added to the local computer's Firewall exception list during installation of Integration Server, Caching Server, Gateway Service, and Indexing Service
    • Server-to-server routing
    • New settings in dmskrnl.cfg (FileServices) to enable point cloud and raster reference streaming at the server level and log usage of this licensed feature to SELECTserver
    • New setting in dmskrnl.cfg (RenditionWebServices) to support creating renditions from ProjectWise Explorer
    • New setting in dmskrnl.cfg (UserSyncService) that lets you set up ProjectWise User Synchronization Service as an intermediate login provider for ProjectWise users with Windows accounts
    • New setting in dmskrnl.cfg (DisableAuditTruncation) that lets you disable audit trail truncation on Integration Servers running in a load-balanced configuration
    • All ProjectWise Integration Server modules now use FIPS 140-2 compliant cryptographic routines
    • Dependency Service Client and Administrator are now options of the ProjectWise Explorer and ProjectWise Administrator installers, respectively
    • The ProjectWise PDx Project Server admin component is no longer delivered with Automation Service and Administrator, but is instead delivered with ProjectWise PDx Project Server, as it was for the original ProjectWise V8i (SELECTseries 2) release
    • ProjectWise Administrator now delivers all the core ProjectWise help files
    • A new help wrapper file (ProjectWise.chm) is delivered with ProjectWise Explorer and ProjectWise Administrator, to load the ProjectWise help files it finds in the \ProjectWise\help folder 
Tags: ProjectWise V8i (SELECTseries 4)

ProjectWise Integration Server V8i (SELECTseries 3)

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Current Revision posted to Content Management Wiki by Peter Shauger on 11/19/2018 8:26:12 PM

Click here for full readme and requirements

Current version 08.11.09.122, released August 22, 2011
Update version 08.11.09.109, released May 5, 2011
Update version 08.11.09.102, released March 18, 2011
Original version 08.11.09.91, released February 15, 2011

(versions of this release prior to the current version are no longer available for download)


The following is a list of the major new features delivered with this release:

  • ProjectWise Explorer Enhancements
    • New Access Control tab in the Preview Pane, to simplify the way security is set on folders, projects, and documents
    • New User / Group Management dialog, to manage group and user list membership and ownership
    • MicroStation no longer required for reference scanning, or to rewrite paths in DGN documents on folder export
    • 64-bit components delivered for integration with 64-bit Autodesk products
    • Storage area disk usage information is now available when creating a folder, or when viewing folder or project properties
  • ProjectWise Administrator Enhancements
    • Granular Security - ability to grant users in the Restricted Administrator group access to specific datasource nodes in ProjectWise Administrator
    • New Restricted Administrator group- created along with Administrator group during datasource creation, for use with Granular Security
    • New User / Group Management dialog, to manage group and user list membership and ownership
    • New Owners tabin the Group and User List Properties dialogs, to set who can manage the group or user list in ProjectWise Explorer
    • Audit Trail enhancements
      • New Audit Trail tab on the Datasource Properties dialog (existing Audit Trail settings from the Settings tab are now located here)
      • You can now record folder and document access control changes
      • Can now record group and user list membership changes
      • Different truncation rules can now be set for different object types
      • Folder ID and storage area name are now added to deletion action records
    • New datasource statistics
      • Total size of documents being managed
      • Inactive users
      • Users that have never logged in
      • Last time database statistics were updated
    • New user settings
      • Administrative - Enable group and user list ownership
      • Network - Enable file transfer connection sharing
    • New datasource settings category and settings - to allow the copying of spatial data along with copied folders/documents
      • Event System - Enable folder copy server event notifications
      • Event System - Enable document copy server event notifications
    • Storage area disk usage information now available when viewing storage area properties
  • Dependency Service Enhancements
    • New Dependency Service export / import wizard, to export custom dependency maps and linked documents
    • When viewing document dependencies, display of nested references is (initially) based on the nest depth setting in the master document
  • Application Integration Enhancements
    • New support for the following Bentley applications and versions:
      • Bentley i-model Composer V8i (SELECTseries 3)
      • Bentley Navigator V8i (SELECTseries 3)
    • New support for the following 64-bit Autodesk applications and versions:
      • AutoCAD 2011, 2010
      • AutoCAD Architecture 2011, 2010
      • AutoCAD Civil 3D 2011
      • AutoCAD Map 3D 2011, 2010
      • AutoCAD MEP 2011, 2010
      • AutoCAD P&ID 2011, 2010
      • AutoCAD Raster Design 2011, 2010
      • Autodesk Revit Architecture 2011, 2010
      • Autodesk Revit Structure 2011, 2010
      • Autodesk Revit MEP 2011, 2010
    • New support for the following 32-bit Autodesk applications and versions:
      • AutoCAD 2011
      • AutoCAD Architecture 2011
      • AutoCAD Civil 3D 2011
      • AutoCAD Map 3D 2011
      • AutoCAD MEP 2011
      • AutoCAD P&ID 2011
      • AutoCAD Raster Design 2011
      • Autodesk Revit Architecture 2011
      • Autodesk Revit Structure 2011
      • Autodesk Revit MEP 2011
  • ProjectWise Web Server and Web View Server Enhancements
    • Native 64-bit Web Server and Web View Server, for 64-bit IIS websites
    • New Web Parts log in page, for ProjectWise Web Server or Web View Server deployments on a standalone IIS web site
  • Infrastructure Enhancements
    • Compatibility with previous versions
    • Upgradable installers for ProjectWise Explorer, Administrator, Caching Server, and Gateway Service, when existing installation is V8i or later
    • New DMSCONV switches, including a new password switch (username and password now have their own switches)
    • You can now control the evaluation order of ALLOW / DENY access control lists (ACLs) in the dmskrnl.cfg file
    • New client and admin client support for 64-bit Windows XP SP2
    • Revit integration is now an option of the ProjectWise Explorer installer, under iDesktop Integration
    • Revit integration admin and server features have been merged into the ProjectWise Administrator and ProjectWise Integration Server installers, respectively.
    • The admin component formerly delivered with ProjectWise PDx Project Server is now delivered with both Automation Service and Automation Service Administrator instead
    • Improved performance when ProjectWise Explorer users in geographically distributed teams are working over high-latency connections
    • Classless Inter-domain Routing (CIDR) support
    • ProjectWise Explorer and Administrator no longer store local user configurations in a local PWV8.BRG file. This information is now stored in the Windows Registry.
Tags: ProjectWise V8i (SELECTseries 3)

ProjectWise Integration Server V8i

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Current Revision posted to Content Management Wiki by Peter Shauger on 11/19/2018 8:27:15 PM

Click here for full readme and requirements

 

Current version 08.11.05.63, released November 23, 2009
Update version 08.11.05.37, released February 19, 2009
Original version 08.11.05.16, released November 6, 2008

(versions of this release prior to the current version are no longer available for download)

 

The following is a list of the major new features and enhancements of this release: 

  • ProjectWise Explorer Enhancements
    • Quick Search field
    • Search toolbar
    • Photo Preview tab, in the Preview Pane
    • New auto-login settings on ProjectWise Network Configuration Settings dialog
    • ProjectWise Network Configuration Settings dialog now also opens from ProjectWise Explorer
    • You can now open the reference scanning wizard on selected documents and folders
    • Local Document Organizer, more options have been added for when to show the dialog on log out
    • New Cut, Copy, and Paste options on the Document menu
    • New Back and Forward navigation buttons
    • File transfer operations can now be cancelled through the progress bar
    • XML file for each checked out master file in the working directory
  • ProjectWise Administrator Enhancements
    • New log in / log out behavior
    • New user settings
      • General - User can only log in through Web View Server
      • User Interface - Show progress indicator during file transfers
      • User Interface - Show Local Document Organizer on log out - Do not show | Show always | Show in ProjectWise Explorer only
      • Network - Allow user to change client/server network settings
      • Network - Enable Delta File Transfer
      • Network - Compress client/server request data
      • Message folders - Disable message polling
    • New datasource settings:
      • Network - Enable Delta File Transfer
      • Network - Compress client/server request data
      • Documents - Update Access Control Cache on Document Delete
      • Audit Trail - User - Log User Create
      • Audit Trail - User - Log Logins
      • Audit Trail - User - Log Logouts
      • Audit Trail - Truncating - Truncate type - Keep records for specific period (addition to existing setting)
      • Web Components - Design Compare Utility Address
    • New Audit Trail tab on User Properties dialog (in ProjectWise Administrator only)
    • Ability to select users by their groups or lists
    • Automatic updating of project type property values
    • Datasource statistics
    • New system variables for environments and title blocks
      • $DOCUMENT.FULLDESC$ -- provides the full path to the document in ProjectWise using the document description.
      • $DOCUMENT.FULLNAME$ -- provides the full path to the document in ProjectWise using the document name.
      • $VAULT.FULLDESC$ -- provides the full path to the folder in ProjectWise using the folder description.
      • $VAULT.FULLNAME$ -- provides the full path to the folder in ProjectWise using the folder name.
  • Application Integration Enhancements
    • Auto-login for integrated applications
    • Integration support for Bentley View V8i (8.11.5.24 or later)
    • MicroStation integration enhancements
      • Integration support for MicroStation V8i and V8i (SELECTseries 1)
      • Support for MicroStation V8i's new activate reference / in-place editing functionality
      • Support for MicroStation V8i's new Print Organizer dialog, which replaces Batch Print
      • Support for MicroStation V8i's dynamic views
      • New variables in MCM.CFG
      • Title block update on export
      • Support for workspace directives - Managed Workspaces now process conditional statements when variable directives are added to configuration settings blocks.
      • You can now attach configuration settings blocks to user groups and user lists
      • The Configuration Settings Block Properties dialog has undergone some usability enhancements
      • dms_project - resolves to the nearest project folder up the folder tree from the current location
      • dms_parentproject - resolves to the second project folder up the folder tree from the current location
    • AutoCAD integration enhancements
      • Integration support for AutoCAD 2008 and AutoCAD 2009
      • Support for data links (embedding links to Excel spreadsheets in DWG files)
      • Support for the referencing of DWF and DGN documents into DWG documents
      • Sheet Set Manager integration (with AutoCAD 2007, 2008, 2009)
      • New Session File Manager
      • Basic integration support for AutoCAD verticals 
  • Spatial Features Moved to Core ProjectWise
    • Spatial in ProjectWise Administrator
      • Coordinate Systems
      • Symbologies
      • Background Maps
      • Spatial Metadata Scanners
    • Spatial in ProjectWise Explorer
      • Ability to create and load spatial location files (SLF)
      • Spatial location scanner for CAD, Image, and SHP files
      • ESRI Set Support for SHP files
      • Basic background map interface
      • Basic symbology legend
      • Spatial properties for documents and folders
      • Spatial View toolbar
      • Spatial searches
      • Spatial iDesktop Integration with MicroStation
  • ProjectWise Web Server and Web View Server Enhancements
    • Web Server can be deployed as a regular Web Server, or as a read-only "Web View Server".
    • Web Server and Web View Server can be installed with or without SharePoint.
    • Web Parts enhancements, including:
      • Simplified datasource connection settings
      • New Spatial Content web part
      • Ability to create documents
      • Ability to check out and open documents
      • Ability to open documents as read-only
      • Ability to move and delete documents
      • Ability to export documents
      • Ability to free documents
      • Ability to view thumbnail images of documents
      • Ability to display set contents
      • Ability to create URL or URN links
      • Ability to purge local copies of documents from the working directory
      • Ability to create, modify, and delete folders
      • Ability to view the component tree, show component properties, and zoom in to components
  • Infrastructure Enhancements
    • Delta File Transfer
    • Data Compression
    • Windows Server 2008 support
    • SQL Server 2008 and 2005 support
    • Oracle 11g support
    • Limited support for Internet Protocol Version 6 (IPv6) in the initial ProjectWise V8i release.
    • Increased file size limit
    • Audit trail truncating - you can now specify down to the second how long to keep records
    • Access control cache is no longer updated each time a document with access control is deleted
    • Microsoft Outlook is no longer needed on the Integration Server computer to extract MSG file properties.
Tags: ProjectWise V8i

4 - Left Navigation Menu

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Revision 10 posted to Content Management Wiki by John Wilson on 12/3/2018 8:10:04 PM

The Left Navigation Menu provides quick access to different areas of the application. To open the Left Navigation Menu, select the ProjectWise Edge icon in the upper left corner. You can select any entry in the list to go to that section. To dismiss the panel, click or tap anywhere to the right of the panel.

Note: When the menu is active, all tools or options on the current screen are disabled. Selecting them dismisses the menu.

Settings

The Settings screen is accessible from the Left Navigation Menu. For more information about the configurations you can change on the Settings page, see this topic.

5 - Settings

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This topic is a Work In Progress, please check back later for more detailed information.

The Settings screen is accessible from the Left Navigation Panel.  In this area are the options to change the display and functionality in the application. Settings are grouped by category and you can switch between different categories by selecting them from the tabs on the left side.

The General tab of the Settings screen allows you to change the following properties:

Language

ProjectWise Edge is localized to several languages. By default, the language is set to the same language as your Operating System. If that language is not available, the application defaults to English. You can set the language manually but you need to restart the application for the change to take effect.

Check for Updates

Select the Check for Updates button to find if a new version of ProjectWise Edge is available for download.

Hide Sample Repositories

Turn on this toggle button to hide sample repositories from the Repositories page.

Clear Caches

Select the Clear Caches button to remove information about your repositories that is stored locally on your device.

The Proxy tab of the Settings screen allows you to configure proxy settings to access content outside your company securely.

You can choose one of the following:

  • Disabled: When you select this, ProjectWise Edge will not use a proxy.
  • Use System Proxy: When you select this, ProjectWise Edge will connect to the System Proxy for your device.
  • Proxy Auto-Configuration (PAC) URL: When you select this, you can enter a URL in the text field which ProjectWise Edge will use to connect to the proxy you specify.
  • Manual Proxy: Selecting this allows you to specify a Server and Port which ProjectWise Edge will use to connect to the proxy you want. By default the Port field is set to 8080.

When you configure Proxy Settings, you can also turn on Credentials by selecting the Credentials checkbox. This allows you to enter a Username and Password for the proxy configuration. Note: You cannot turn on Credentials if you have selected the Disabled option.

Once you have configured the proxy settings, you can select the Test Settings button to test the connection to the proxy. If ProjectWise Edge is able to connect using the proxy information you specified, a dialog box displays with the message, "Connection Successful!" If ProjectWise Edge cannot connect to the proxy you specified, the dialog box displays the message, "Could not resolve proxy server. Please check proxy configuration."

The Forms tab and the Issues tab of the Settings screen contain configurations for accessing Forms and Issues content.

Both tabs display the Filter Downloads dropdown where you can choose which forms or issues to download. There are three available options:

  • All: All issues or forms for your project will be downloaded. This is the default option.
  • All Open: Only the issues or forms in your project that are open will be downloaded.
  • All Assigned To Me: Only the issues or forms in your project that have been assigned to you will be downloaded.

The Forms tab displays the Hide Closed Forms toggle button, and the Issues tab displays the Hide Closed Issues toggle button. When you select this toggle button, forms or issues that have been closed are hidden from the forms or issues screen.

From the Feedback tab of the Settings screen, you can send any feedback to Bentley about ProjectWise Edge.

Select the Get Log Files button to open the folder where application logs are stored locally on your device.

To clear all the ProjectWise Edge application logs stored locally on your device, select the Delete Log Files button and a dialog box displays with the message "All log files have been deleted."

You can Start detailed logging for a period of 24 hours by selecting the toggle button.

By default the Send usage data toggle button is turned on, which sends ProjectWise Edge usage data back to Bentley to help improve the product. If you would like to turn this off, you can select the toggle button.

2 - How to Login

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After the administrative tasks described in the Installation and Prerequisites chapter, each user will have a username and password which he or she can use to login.

To open ProjectWise Edge, you can double click the icon on your desktop if you selected the Create application shortcut on Desktop checkbox during the installation process.

If you do not have a desktop icon, you can also open ProjectWise Edge by navigating to Start > All Apps > Bentley > ProjectWise Edge

ProjectWise Edge uses Bentley CONNECT to sign in. If your account is configured for IMS, you can use your login information from your organization. If you have already signed in to the CONNECTION Client when you launch ProjectWise Edge, it automatically signs you in and opens your project. If you have not signed in, you can click the Sign In button to open Connection Client, where you can sign in using your Bentley CONNECT profile.

If you do not have a Bentley CONNECT profile, you must register if you want to use ProjectWise Edge. Creating a Bentley CONNECT profile gives you access to a range of information, support, learning and project services. To create a Bentley CONNECT profile, go to https://ims.bentley.com and select Register. To configure your account for IMS, contact your administrator.

Note: Selecting Demo from the sign in screen allows you to access a limited version of the product.

1 - How to Configure a Repository

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To view files stored in a ProjectWise repository you need to setup a connection to the repository.

Note: Administrators can create repositories so each ProjectWise Project has the connection automatically configured. To pre-configure Work Area Connections, please follow the steps in the Managing Connections topic.

To create repositories manually, perform the following steps:

  1. From the Repositories screen, select the Connect to Repository icon.  The Connect to Repository dialog box opens.
  2. In the Server URL field, type in the server URL provided by Bentley Web Services Gateway. Check with your IT administrator for this URL. ProjectWise Edge attempts to connect to the server and get a list of available repositories.
  3. From the Repository dropdown, select the desired repository.
  4. Enter your Username, Password, and Name in the appropriate fields. If you wish, you may provide a Description as well.
  5. Select Continue. ProjectWise Edge connects to the repository. The name and description of the repository display in the repository list. You can now open the repository by double clicking it and navigate through the folders to find the files you want. ProjectWise Edge remembers your connection information so you do not need to login to the repository again unless your password changes.

Editing and Deleting Repositories

You can edit or delete a connection to a repository by selecting the edit icon  or the delete icon  from the Repositories list. Selecting the edit icon opens the Edit Repository dialog where you can change the Server URL, Repository, Username, Password, Name, and Description. When you select the delete icon, you are asked to confirm that you wish to remove the repository. Removing the repository deletes the repository connection, and all favorites, folder shortcuts, and connection credentials for that repository.

Note: If the version of Bentley Web Services Gateway (WSG) is newer than the dependent recommended version, an informational dialog box displays when you create a repository. This dialog box informs the user that the user may need to upgrade to a newer version of Web Services Gateway due to required server client fixes.

3 - How to Create Shortcuts

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Shortcuts are a great way to quickly access commonly used folders in your different repositories.

Creating a Shortcut

  1. From the Repositories screen, select a repository and navigate to a desired directory.
  2. Select the More actions button  and select Create Shortcut.
  3. The Create Shortcut dialog box opens. Enter the Name of the shortcut and a Description if you wish, then select Done.
  4. Your new shortcut appears on the Repositories screen. When you select the shortcut, the directory opens that you chose.

Note: You can edit or delete shortcuts from the Shortcuts list of the Repositories screen. To delete a shortcut, select the delete  icon. To edit a shortcut, select the edit  icon. The Edit Shortcut dialog box opens. From here you can edit the Name and Description of the shortcut.

2 - Repositories

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Files are stored in repositories for ease of access and efficient file management. On the Repositories screen, ProjectWise Edge displays a list of available repositories and shortcuts. Double click a repository or shortcut to access it.

Project Share

From the Repositories screen, you can access Project Share, which is an instantly available, easy to configure File Sharing Service that’s associated with a CONNECTED project.  It provides CONNECT Edition applications, Cloud Services, and Mobile applications the ability to save and/or consume files from a common cloud repository and it provides CONNECTED Users an easy, secure way to share files with Team Members. Note: As of ProjectWise Edge Version 05.05.21.30, the Personal Share functionality has been replaced by Project Share.

Connecting to a Repository

From the Repositories screen, you can also connect to a new repository.

Shortcuts

You can create shortcuts in ProjectWise Edge to quickly access files in repositories.

1 - To Upload a File

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You must have sufficient permissions to upload files to the folder you choose.

1. Navigate to the folder you would like to upload the file to.

2. From the More Actions  button, select Upload Files. The Open dialog box opens.

3. Navigate to the file you would like to upload, select it, and select Open. ProjectWise Edge attempts to sync the file to the server. The file displays in the folder. If there is a conflict and the file cannot be synched to the server, the file displays in the folder with a red icon.

The Resolve Conflicts dialog box opens. The Resolve Conflicts dialog box displays the unsynchronized file and the reason that the file could not be synchronized.

4. Choose what you would like to do with the unsynchronized file and then select Done. ProjectWise Edge attempts to synchronize again. For more information about synchronization, go to the Editing and Synchronization topic.

Importing a File

You can also import files using drag and drop.

1. Drag and drop the file you would like to import from a location on your computer to the ProjectWise Edge window. The Import File dialog box opens.

2. Select the Destination field to choose the location where you would like to import the file. The Choose Destination dialog box opens with the available repositories and shortcuts.

3. Select the appropriate Repository or Shortcut. The Choose Destination dialog box displays the contents of the Repository or shortcut.

4. Select the appropriate folder and select Open from the bottom of the Choose Destination dialog box. The folder opens in the dialog box.

5. To choose the folder, select Choose from the bottom of the Choose Destination dialog box. The Choose Destination dialog box closes and the Import File dialog box displays with the folder you selected in the Destination field.

Note: If there is no Choose button, the folder is not available for importing files.

6. In the Import File dialog box, enter a name in the Name field.

7. Select Upload. ProjectWise Edge attempts to sync the file to the server. The file displays in the folder.


Unable to see datasources on Windows 10

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Current Revision posted to Content Management Wiki by Dana Guthrie on 12/10/2018 2:39:51 PM

 Product(s):ProjectWise Administrator
 Version(s):08.11.11.590
 Area: ProjectWise Administrator
 Subarea: Application Configurations
 Original Author:Dana Guthrie, Bentley Technical Support Group

Problem

I am unable to see the datasources from my windows 10 workstation using ProjectWise Administrator SS4 08.11.11.590

Solution

ProjectWise Administrator and ProjectWise Explorer SS4 version(s) are not supported on Windows 10 operating system. If you do not have access to the integration server, or have the resources to build a separate box with a supported operating system, then the following should work:

To be able to see the ProjectWise datasources on a SS4 08.11.11.590 server:

  1. Uninstall all ProjectWise SS4 software from the client machine (Explorer and Admin)
  2. Install the latest ProjectWise Connect Edition version of both the Explorer and Admin.
  3. When you launch ProjectWise Admin connect edition and login to an older (SS4) datasource, you will be prompted with a message:
  4. "The server you are connecting to is running a different version of ProjectWise.  ProjectWise Administrator only supports connections to the Matching version of ProjectWise Integration Server.  If you proceed, full administrative capabilities may not be available."  This just means that any new capabilities that may be in the connect edition will not work with older datasource.
  5. Click okay to the message. 

Note: You cannot mix versions of ProjectWise on a single machine.  In other words you can not have PWE SS4 installed with PW admin Connect edition.  Explorer and Admin must be of the same version.

**The recommended solution would be to remote into the V8i Integration server and use the ProjectWise Administrator on that machine.  Or create an "administrator box" with the supported operating system with the matching version of ProjectWise Administrator as is on the server, and then remote into that box when you need to perform administrative tasks.

See Also

Saved Searches Permissions

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Revision 1 posted to Content Management Wiki by Roger Belen on 12/13/2018 5:54:58 AM

 Product(s):ProjectWise Explorer Client
 Version(s):Connect Versions
 Area: Search
 Original Author:Roger Belen, Bentley Technical Support Group

Background

How to give permissions to a user to create Saved Searches

Steps to Accomplish

At the root of the Datasource, and at the root of every Project or Work area in the Datasource, is a folder called Saved Searches, which is where you or the administrator can create saved searches. A saved search is simply a search whose criteria has been saved (using the Search by Form or Define Search dialog) so that it can be run again, or modified as needed.

 The Global folder under the Saved Searches folder of a work area is where users with modify rights for that work area can create saved searches for all users with access to the work area to use. Only users with modify rights for that work area can modify searches in this Global folder. Personal folders, whether under the main Saved Searches folder, or under the Saved Searches folder of a particular work area, are where you create your own saved searches, which are only available to you, and can only be modified or deleted by you.

Option 1 - Giving permissions to create Saved Searches from the Root of the Datasource

Each Saved Searches folder contains a Global and a Personal folder. The Global folder under the main Saved Searches folder is where administrators can create saved searches for all users in the datasource to use. Only administrators can modify saved searches in this Global folder.

Solution:  To give permissions to the user simply add the user to the Administrator group.

Option 2 - Giving permissions to create Saved Searches from the Root of the Project or Work Area in the Datasource.

The Global folder under the Saved Searches folder of a work area is where users with modify rights for that work area can create saved searches for all users with access to the work area to use. Only users with modify rights for that work area can modify searches in this Global folder. 

Solution:  To give permissions to the user. Modify the user permissions > Settings > Work Area

          

Tags: Saved Search, ProjectWise Explorer Client

The Levels of ProjectWise Design Integration Application Integration

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Revision 1 posted to Content Management Wiki by Phil Conard on 12/14/2018 3:17:48 PM

The Levels of ProjectWise Application Integration

The Levels of ProjectWise application Integration serve as a common definition for application integration throughout the suite of Bentley Software. The levels are logical divisions for an engineering application to identify and achieve. Quality is inherit in each level, so level 3 is not “better” than level 1, it merely has a different set of capabilities that may meet an application’s common workflows. 

For each level, there is a definition and benefit list that help identify the expected level of ProjectWise Integration. The definition and benefits list for each level is below:

Level 0

Level 0 is the most basic level of integration.  Files can be stored in ProjectWise, and using ProjectWise Explorer, the file can be checked out, opened, edited, and checked back in.  File dependencies, such as reference or linked files are not maintained or managed. 

Benefits of Level 0 – Simply by storing your file in ProjectWise, the user has many of the benefits of the ProjectWise system, including:

  • Version Control\Change Management
  • Document Security\Access Control
  • Workflow
  • Audit Trail\Access History
  • Document Metadata
  • Search
  • Delta File Transfer

Common Workflows that are supported with Level 0 Integration

  1. A user wants to archive a deliverable or project data for secure storage
  2. A link to the document is sent to a reviewer, and when the review is finished, the workflow state for the document is moved from draft to final, and the security on the document is automatically set to read-only to prevent changes
  3. Each time the document gets to a milestone, a new version of the document is created to preserve the integrity of the milestone document delivery
  4. A user searches for a set of documents using custom metadata that is assigned to the documents
  5. A project manager can check to see who last accessed a document and when the action took place
  6. A user wants to simply store a file in ProjectWise and open it using ProjectWise Explorer

 

Level 1

Level 1 extends the interaction with ProjectWise to the application session.  When a user performs an action that interacts with the applications File Open Framework, ProjectWise can intercept the call and present the user with the corresponding ProjectWise dialog.  This allows the user to work in the application, and efficiently interact with files that are stored in ProjectWise.  ProjectWise has a user setting “Use Captive Environment” which controls whether or not the use has access to the standard application File Open Dialogs, allowing for files to be accessed from the local drives.  If this is not set, dismissing the ProjectWise dialogs will present the user with the equivalent application dialog.  The dialogs ProjectWise provides are the following:

  • New Document
  • Open Document
  • Save Document
  • Save As Document
  • Login to ProjectWise
  • Check-in\Check-out\Update Server Copy the file from ProjectWise

 

Additional workflows are supported by these dialogs, for example, inserting documents can use the Open dialog to access the correct file for insertion. 

Level 1 also affords the user the ability to synchronize ProjectWise properties (document, folder, project, or custom-defined environment properties) with content in the file.  In MicroStation-based sessions, properties are synchronized with tags in the DGN file, in AutoCAD-based sessions, blocks are used for synchronized, and with Microsoft Office documents, the document properties are synchronized with ProjectWise metadata. 

Level 1 focuses on working within the application, and being able to access ProjectWise content efficiently and easily.  This can also be accomplished with the delivery of a ProjectWise-specific menu and\or toolbar within the application.  Additionally, since the integration is product specific, solutions that interact with the application-specific content stored in the files in ProjectWise              

Benefits of Level 1 – By achieving Level 1, the application can interact with ProjectWise from within the application session, and:

  • All the benefits from Level 0 integration, plus:
  • Easy access to files stored in ProjectWise from the application
  • Single-sign-on from the desktop allows for users to access ProjectWise content without using ProjectWise Explorer
  • Little training needed to get application users to begin working with ProjectWise

 

Common Workflows that are supported with Level 1 Integration

  1. A user wants to open a file from ProjectWise from within the design application
  2. A user wants to save a file from the application into ProjectWise
  3. A user is working on a document but wants to save his changes to the server, so another project team member can see what the current document contents are
  4. A user wants to insert an image (or other file content) that is stored in ProjectWise into a document from within the application session
  5. A user wants to automatically log-in to ProjectWise and open a file from the integrated application, by-passing the need to interact with ProjectWise Explorer
  6. Using the ProjectWise metadata to update the titleblocks of CAD sheet files
    1. Changing the project property from “DRAFT” to “FINAL” and updating the tag on all sheets within the project
    2. Changing the document title and having the drawing name updated in the sheet model

 

Level 2

Level 2 integration focuses on the typical workflows of CAD design, and this level’s primary focus is the management of dependant document sets, particularly CAD references.  In Level 2 applications commonly use compound document workflows.  ProjectWise records and tracks the parent-child relationships, ensuring that when a user opens a parent (or master) document, the correct versions of the related child documents are also brought into the user session.  ProjectWise “manages” such file relationships by assigning each document a globally unique identification (GUID), and internally, tracking document relationships using the GUIDs.  This relationship is also used as the foundation of the following delivered functionalities:              

  • Reference Polling
  • Export master with references
  • Reference healing on move or rename
  • Scan for references

 

Benefits of Level 2 – By achieving Level 2, compound document workflows are supported, and:

  • All the benefits from Level 1 integration, plus:
  • The ability for a user to be informed within the design session that a currently used reference file has been changed and have the opportunity to update\refresh the session
  • Ensuring that the correct versions of the dependent (child) documents are in session when the parent (master) document is opened
  • Automatically updating the reference file set when reference file is moved or renamed within ProjectWise, ensuring that the fidelity of the set is always maintained
  • Maintaining reference document relationships when importing data from the file system to ProjectWise
  • Maintaining reference document relationships when exporting data to the file system from ProjectWise
  • Create intelligent PDF output, maintaining master-reference document relationships, and converting engineering design links to PDF links

 

Level 2 would also extend to the management of “linked” documents with no parent-child structure.

 

Common Workflows that are supported with Level 2 Integration

  1. MicroStation CAD design that uses V8 DGN, V7 DGN, DWG, PDF, or raster references
  2. AutoCAD CAD design that uses DWG, V8 DGN, V7 DGN, (AutoCAD version dependant), DWF, PDF, and image references
  3. Renaming project reference files to comply with emergent project standards without breaking reference paths and relationships
  4. Importing CAD data and maintaining reference relationships
  5. Exporting CAD data and maintaining reference relationships
  6. Generating intelligent PDF-format plot sets
  7. Generating AutoCAD sheet sets
  8. Linking Excel data to AutoCAD tables

 

Level 3

Level 3 is the highest level of ProjectWise integration, both in terms of capability and effort to achieve.  In Level 3, all data related to application workflows is stored in and accessed from ProjectWise.  This includes documents that are opened for editing within the application session, such as resource data as well as environmental controls, such as workspaces or profiles.  Any output (reports, design\drawing files, visualization, analysis, etc.) generated by the application is captured in the correct project folders in ProjectWise.  Level 4 is also the recommended platform for automation.  ProjectWise has a development framework that enables the automation of user defined actions on a set of documents, and the distribution of documents to a variety of repositories.  By ensuring that all project content is managed by ProjectWise, the automation of services and distribution of documents can be accomplished with confidence that the resultant solution fully addresses the project needs, and does not “miss” important project information.  

Level 3 is also the correct level to achieve for product solutions that are based on, and deliver, ProjectWise Integration Server as a component of their application suite.  If a product is based on ProjectWise as a “platform”, it should achieve Level 3 as a release requirement. 

Benefits of Level 3 – By achieving Level 3, deep integration is established allowing for:

  • All the benefits from Level 2 integration, plus:
  • The ability to control MicroStation workspaces from the ProjectWise environment
  • Development of automated products for file translation, indexing, or other document actions
  • Application-specific project workflows are fully supported
  • All project output is captured directly into ProjectWise

Common Workflows that are supported with Level 3 Integration

  1. Management and control of MicroStation workspaces on ProjectWise projects
  2. Automating the creation of imodels
  3. Managing project standards
  4. Supporting detailed automated workflows, such as those that comprise dynamic views
  5. Embedded application-specific or custom projects

Error 114 while setting up User Synchronization Service

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Revision 4 posted to Content Management Wiki by Greg Holland on 2/1/2019 5:39:27 PM

 Product(s):ProjectWise Design Integration
 Version(s):10.00.03.140
 Area: User Synchronization Service
 Original Author:Bentley Technical Support Group

Problem Description

Last Error 114 message received while setting up User Synchronization Service.
Cannot save changes. Failed to configure datasource on the server side. Access is denied.

Solution

The domain user that was running the service needed local admin rights to write to the registry.

Note that it is the service account not the user logged in who needs the rights.

See Also

Product TechNotes and FAQs

External Links

Bentley Technical Support KnowledgeBase

Bentley LEARN Server

Comments or Corrections?

Bentley's Technical Support Group requests that you please confine any comments you have on this Wiki entry to this "Comments or Corrections?" section. THANK YOU!

Tags: ProjectWise

Troubleshooting ProjectWise Explorer using Process Monitor (ProcMon)

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Revision 1 posted to Content Management Wiki by Greg Holland on 2/6/2019 10:08:40 PM

In some cases, you may be asked to provide Process Monitor (ProcMon) logs to troubleshoot ProjectWise. Process Monitor is a free tool from Windows Sysinternals, part of the Microsoft TechNet website. The tool monitors and displays in real-time all file system activity on a Microsoft Windows operating system. It combines two older tools, FileMon and RegMon and is used in system administration, computer forensics, and application debugging.

Steps to install ProcMon

 

  1. Follow the below link to download the latest version of Process Monitor:

    https://download.sysinternals.com/files/ProcessMonitor.zip

 

  1. Right click the ProcessMonitor.zip file and click Extract All and extract it to the same folder you are in.

 

  1. You will now have a ProcessMonitor folder. If you open it, you will see a txt, chm and exe file.

 

Steps to using ProcMon

 

  1. Run the Procmon.exe file.

 

  1. Click the Capture button to stop the capture.

 

  1. Click the Clear button to clear everything.

 

  1. Once you are ready to duplicate an issue, start the capture again by clicking on the Capture button.

 

  1. Once you have duplicated the problem, click the Capture button again to stop the capture.

Tags: ProcMon, ProjectWise, Process Monitor, Troubleshooting, Problem Solving
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