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

There is an updated version of ProjectWise Edge Mobile now available on the AppStore.

Version 05.05.24 -  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

• Bug fixes to support PW WSG Update 3.2 and 3.3 
• Support for security requirement to disable TLS 1.0 and TLS 1.1

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 Share: Update 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

In this Wiki you will learn how to configure, access and use PW Web View.

Visit these pages for more details:

Getting Started with ProjectWise Web View 

Configure WSG for ProjectWise Web View 

Overview:

This technote will describe how to add additional processors to increase Automated File Processing for ProjectWise.  Please take note of the minimum requirements above, this will not work properly and is not supported unless the minimum requirements are met.

Please make a backup of your Orchestration Framework database before following this technote.  This will allow you to scale back to the original configuration in case this does not work out for you.  If it does not work for you, just restore the original database over the newly configured database.  

In order to get the processing to work as fast as possible, please follow this blog on how to properly configure the Full Text Indexing values in your ProjectWise Administrator:

http://communities.bentley.com/products/projectwise/content_management/b/weblog/archive/2012/08/08/optimizing-automated-file-processing.aspx

The AFP-multiple-processors.zip file can be found here.   There are instructions as well as notes inside of the file:

ProjectWise 3.2 Refresh and later:

Due to some code changes the below scripts will no longer work if your build number is 10.00.02.262 so we have ported the changes into PWPS_DAB to make things a little easier for the users.  I always recommend starting with a fresh Orchestration Framework Database but if you are upgrading your Orchestration Framework database then please run Update-PWAFPQueueNames to update your queue names to the appropriate naming convention.  If you are starting with a fresh Orchestration Framework database please use the Copy-PWAFPProcessors cmdlet and follow the steps below.  This will also only add in another row of processors as we have observed one additional path is fast enough for the majority of our users.

ProjectWise CE:

https://communities.bentley.com/products/projectwise/content_management/m/mediagallery/272827

ProjectWise v8i:

http://communities.bentley.com/products/projectwise/content_management/m/mediagallery/269773.aspx

Setup post 3.2:

1. Stop Orchestration Framework on your head and tail server.
2. Run the Copy-PWAFPProcessors using the name of your indexing server in the -MachineName parameter.
3. Start your Orchestration Framework Administrator
4. Start Orchestration Framework on your head and tail
5. Manually map the new processors by dragging the nodes from the left pane into the editor window in the Orchestration Framework Administrator to represent the picture below. This is an example of FTR.
6. After manually mapping the processing should resume.

Setup prior to 3.2:

1. Stop Orchestration Framework on your head and tail server
2. Run this query on your Orchestration Framework database to check how many processors you have and to make sure the server name is right: select * from orchShepherdProcesses
3. Edit the @MachineName value in one of the attached sql scripts to represent your Tail server
4. Run whichever sql script you would like to use after editing the @MachineName value
5. Start your Orchestration Framework Administrator
6. Start Orchestration Framework on your head and tail
7. Manually map the new processors by dragging the nodes from the left pane into the editor window in the Orchestration Framework Administrator to represent the picture below. This is an example of FTR.
8. After manually mapping the processing should resume.

Notes:

After testing it appears that adding one extra set of processors to bring it up to two sets of processors is the best approach, three total sets have been attempted on some servers and some work but some it tended to max the server's resources out and make it unresponsive.  It is your choice if you would like to go above 2, but be warned you will not see much benefit.  Also when upgrading you will want to start with a fresh Orchestration Framework database since this does not convert over when doing the upgrade, after your upgrade please feel free to run the scripts/cmdlets again.  Please let TSG know if you have any questions on this technote.

Document Purpose

This document illustrates best practices for ProjectWise Administrators and/or IT personnel to get ProjectWise users connected in a remote situation.

When working remotely, the best practice is to send a company issued laptop with the user to access either an on-premise or Bentley hosted ProjectWise implementation.

To get your users up and running successfully, follow the topics described in this document:

• How to Connect to ProjectWise
• Connection Troubleshooting
• How to Improve Performance

Note: Additional resources are listed after the topics.

How to Connect to ProjectWise

To connect to ProjectWise, each user needs a laptop with some basic requirements.

Connection Troubleshooting

Your ProjectWise users may have some connectivity issues. In other words, the user may not see the datasource(s). If they do not see the datasources, edit the ProjectWise Network Configuration settings, particularly the DatasourceListingand DNS Services tabs. For detailed information, see the Configuring Network Settings from ProjectWise Explorer section in the ProjectWise Explorer help.

Datasource(s) Not Shown

Datasource(s) Not Shown If the datasource(s) are NOT listed in ProjectWise Explorer, ensure that the correct servers are listed in the Datasource Listing tab.
File Transfer Issues If files are not transferring, then the routing may be incorrectly configured for the user’s workstation. Ensure that the correct servers are listed in the DNS Services tab. For a quick fix, remove all servers and the files will route directly through the datasource listing tab server stated.

How to Improve Performance

The user may experience slowness or a perceived lag in performance. The perceptions may be caused due to a variety of non-ProjectWise hurdles such as Wi-Fi bandwidth, VPN bandwidth, etc. The following tweaks can be done for the ProjectWise User Settings and may improve performance during the users’ work from home experience.

User Interface category > Show Select Reference Documents dialog

Possible use of “Show Select Reference Documents” dialog to select specific reference files to download or check.

Resources

Bentley Communities:

• General ProjectWise Wiki
• ProjectWise Implementation Guide
• WRE client-side processing (pre 3.2xx server)
• File transfer tips

Bentley Help:

• Bentley Docs

ProjectWise Learning Paths:

• ProjectWise Administrator CONNECT Edition Modules
• ProjectWise A-Z
• ProjectWise Explorer Basics

Install and Configure Web Services Gateway

Bentley Web Services Gateway and the ProjectWise plug-in are delivered with ProjectWise Design Integration Server (ProjectWise Server Setups). You can install them all on the same computer at the same time you are installing ProjectWise Design Integration Server, or you can install Bentley Web Services Gateway and the ProjectWise plug-in together on a separate computer.

1. You need to have a secure website in IIS (Internet Information Services) where you will deploy the latest versions of Bentley Web Services Gateway and the ProjectWise plug-in.
2. Install the latest version of ProjectWise Explorer if you don’t already have it, and configure the ProjectWise network to provide Bentley Web Services Gateway with access to the datasource(s) on your ProjectWise Design Integration server or servers.
3. Install Bentley Web Services Gateway and the ProjectWise plug-in from the ProjectWise Server installer.
4. Make sure your deployment of Bentley Web Services Gateway with the ProjectWise plug-in deployment is configured to allow CORS (cross-origin resource sharing) requests coming from ProjectWise Web and integrated Office for the web. To configure this, you need to enter the URL of each of these services (separate each URL with a comma) in the Bentley Web Services Gateway deployment wizard:

5. If you want to allow external users access to your datasource, or let users view Office documents online, you must configure your Bentley Web Services Gateway deployment to be public facing. There are two places you need to open port 443 (default).

• First - and this is required for both internal and external users - in the Windows Firewall on the Bentley Web Services Gateway computer
• Second - and this is required only for external users - in your corporate firewall

 6. Deploy Bentley Web Services Gateway and the ProjectWise plug-in to your secure website.

Here are diagrams of how access is controlled: Here’s the link to the PowerPoint version with animations.

 6. Deploy Bentley Web Services Gateway and the ProjectWise plug-in to your secure website..

Adding Datasource Connections

Only cloud service administrators can add a connection to each datasource you want to make available to users in ProjectWise Web.

Open ProjectWise Web and click the Manage Connections button. In the Create New Connection window, configure the following:

1. Connection Name- Enter a name for the connection.
2. Server URL- Enter the URL address of where Bentley Web Services Gateway is deployed (for example, https://<server_name>/ws), where <server_name> is the name of the computer on which Bentley Web Services Gateway is installed (for example, bentley.com), and ws is the name that was given to the virtual directory that Bentley Web Services Gateway and the ProjectWise plug-in were deployed to.
3. Get Datasource- Click Get Datasource after you enter the Bentley Web Services Gateway address. This populates the Datasource list mentioned in the next step.
4. Datasource- Select the datasource that you want to make a connection to.
5. Description- (Optional) Enter a description of this connection. The name of the datasource is used as the description if no description is entered.
6. When finished, click Connect.
7. Authorized users will now see this datasource

Adding Users

User permissions are set in ProjectWise Explorer. If a user has access to a datasource, then they will see the datasource when they log into ProjectWise Web.

• Internal users simply open PW Web and can see datasource.
• External users need to be given the datasource URL and create the datasource connection. This requires a Bentley IMS account.

Feature Overview

Want to see what you can do with ProjectWise Web? Visit our online Help file or Communities Page

Supported Browsers

Latest versions of:

• Google Chrome
• Microsoft Edge
• Internet Explorer 11
• Mozilla Firefox

Again, if you need more detailed instructions on setting up PW Web, see your ProjectWise Web documentation or ProjectWise Administrator Help.

ProjectWise Web Connections lets you and your team collaborate on projects by securely sharing files and documents using a web browser. You can access ProjectWise Work Areas from your Design Integration common data environment. 

Getting Started with ProjectWise Web

In ProjectWise Web, you have options on how to open your Office Files. If you have Office365 Subscription, you can open an Office file in your browser,

To download a file, select the checkbox next to the file and click the download button. If the download button is greyed out, the file cannot be downloaded.

ProjectWise Web lets you access files and create and modify connections to repositories where files are stored. Before you can access ProjectWise Web, you must first sign in and open your project. Once you are signed in, you need to connect to a repository to download or review the files in the repository.

• Bentley Web Services Gateway is configured with CORS setting: follow this blog https://goo.gl/apqy6w
• Signing In
• Accessing your Project
• Connecting to Repositories from the Manage Connections Dialog

In this Wiki you will learn how to configure, access and use PW Web View.

Visit these pages for more details:

Getting Started with ProjectWise Web View 

Configure WSG for ProjectWise Web View 

The list of items is organized by the columns, Name, Version, Description, File Name, File Size, and Date Modified. When you select a column header, the list is sorted by that attribute. For example, if you select the Name column header, the items list displays the item names in alphabetical order. You can select any column header to sort the list in ascending or descending order within the column.

You can filter the list or remove filters by selecting the filter icon in the column header. To filter the list, select the filter icon  in the column header. If you have already applied a filter, the filter icon displays in green. If you wish to remove the filter, select Clear from the dialog that displays. If you wish to add a filter, enter filter information in the dialog.

The dialog allows you to show the items in the list with a value that has some relationship to your data.  You can filter based on “equals,” “does not equal,” “contains,” “does not contain,” “starts with,” “ends with,” “does not have value,” and “has value.”

For example, if you select "contains" and type the word “Sheets” into the field, the list will show only the items with names that contain the word “Sheets.”

To view the properties of a file or folder, select the checkbox next to the item and click the properties icon. The properties pane displays. For folders, the pane displays the Date Created and the Last Modified date. For files, the pane can display more properties including detailed information like Project Number, Project Location, Percent Complete, and Approved By. If you select multiple items, the properties pane displays the number of items selected.  To close the properties pane, click the X in the top right of the pane.

From the left pane of ProjectWise Web Connections, you can access the Work Area connections you have created.  To edit or remove a connection, or create a new connection, click the Manage Connections button at the bottom of the left pane.

When you select a connection from the left pane, after you log in, the repository displays the files and folders which it contains. 

Click the Manage Connections button on the ProjectWise Web Connections page to open the Manage Connections page.

Here you can create a new connection to a repository or modify or delete an existing connection. If there are any existing connections, they display on this page organized by Connection Name, Repository Type, and Description.  The Actions column allows you to delete or edit a connection.

• Creating a new connection to a repository.
• Editing or deleting an existing connection.

Updates to ProjectWise Web require an update to the ProjectWise Web Services Gateway Plugin to utilize new features. Below is a list of the latest releases and the included features. 

PW WSG Plugin version 3.1:

• Optionally include audit trail message when creating new version. The version is controlled by WRE (Work Rules Engine) commands which can optionally request an audit trail comment.
• Next and Previous functions are controlled by WRE commands – the only functionality change is that they can optionally request an audit trail comment
• Basic search includes Projects in the result
• Advanced search can be done on Project data
• Saved searches will include Projects in the results

PW WSG Plugin version 3.2:

• Ability to view read only environment form data

test information

As a ProjectWise user, we understand how important it is to maintain your productivity.  To help, sign-up for live office hours where you can talk directly with a ProjectWise expert.

Schedule Coming Soon!

Install and Configure Web Services Gateway

Bentley Web Services Gateway and the ProjectWise plug-in are delivered with ProjectWise Design Integration Server (ProjectWise Server Setups). You can install them all on the same computer at the same time you are installing ProjectWise Design Integration Server, or you can install Bentley Web Services Gateway and the ProjectWise plug-in together on a separate computer.

1. You need to have a secure website in IIS (Internet Information Services) where you will deploy the latest versions of Bentley Web Services Gateway and the ProjectWise plug-in. Check with your IT administrator for help.
   
   
2. Install the latest version of ProjectWise Explorer if you don’t already have it, and configure the ProjectWise network to provide Bentley Web Services Gateway with access to the datasource(s) on your ProjectWise Design Integration server or servers.
   
   
   
3. Install Bentley Web Services Gateway and the ProjectWise plug-in from the ProjectWise Server installer.
   
   
   
4. Make sure your deployment of Bentley Web Services Gateway with the ProjectWise plug-in deployment is configured to allow CORS (cross-origin resource sharing) requests coming from ProjectWise Web and integrated Office for the web. To configure this, you need to enter the URL of each of these services (separate each URL with a comma) in the Bentley Web Services Gateway deployment wizard:
   
   

5. If you want to allow external users access to your datasource, or let users view Office documents online, you must configure your Bentley Web Services Gateway deployment to be public facing. There are two
   places you need to open port 443 (default). Your IT administrator will need to do this for you.
   
   • First - and this is required for both internal and external users - in the Windows Firewall on the Bentley Web Services Gateway computer
   • Second - and this is required only for external users - in your corporate firewall
6. Deploy Bentley Web Services Gateway and the ProjectWise plug-in to your secure website.

Here are diagrams of how access is controlled: Here’s the link to the PowerPoint version with animations.

Adding Datasource Connections

Only cloud service administrators can add a connection to each datasource you want to make available to users in ProjectWise Web.

Open ProjectWise Web and click the Manage Connections button. In the Create New Connection window, configure the following:

1. Connection Name- Enter a name for the connection.
2. Repository type - Choose ProjectWise
3. Server URL- Enter the URL address of where Bentley Web Services Gateway is deployed (for example, https://<server_name>/ws), where <server_name> is the name of the computer on which Bentley Web Services Gateway is installed (for example, bentley.com), and ws is the name that was given to the virtual directory that Bentley Web Services Gateway and the ProjectWise plug-in were deployed to.
4. Get Datasource- Click Get Datasource after you enter the Bentley Web Services Gateway address. This populates the Datasource list mentioned in the next step.
5. Datasource- Select the datasource that you want to make a connection to.
6. Work Area - Choose the Work Area you want to expose.
7. Description- (Optional) Enter a description of this connection. The name of the datasource is used as the description if no description is entered.
8. When finished, click Connect.
9. Authorized users will now see this datasource

Adding Users

User permissions are set in ProjectWise Explorer. If a user has access to a datasource, then they will see the datasource when they log into ProjectWise Web.

• Internal users simply open PW Web and can see datasource.
• External users need to be given the datasource URL and create the datasource connection. This requires a Bentley IMS account.

Feature Overview

Want to see what you can do with ProjectWise Web? Visit our online Help file or Communities Page

Supported Browsers

Latest versions of:

• Google Chrome
• Microsoft Edge
• Internet Explorer 11
• Mozilla Firefox

Again, if you need more detailed instructions on setting up PW Web, see your ProjectWise Web documentation or ProjectWise Administrator Help.

The list of items is organized by the columns, Name, Version, Description, File Name, File Size, and Date Modified. When you select a column header, the list is sorted by that attribute. For example, if you select the Name column header, the items list displays the item names in alphabetical order. You can select any column header to sort the list in ascending or descending order within the column.

You can filter the list or remove filters by selecting the filter icon in the column header. To filter the list, select the filter icon  in the column header. If you have already applied a filter, the filter icon displays in green. If you wish to remove the filter, select Clear from the dialog that displays. If you wish to add a filter, enter filter information in the dialog.

The dialog allows you to show the items in the list with a value that has some relationship to your data.  You can filter based on “equals,” “does not equal,” “contains,” “does not contain,” “starts with,” “ends with,” “does not have value,” and “has value.”

For example, if you select "contains" and type the word “Sheets” into the field, the list will show only the items with names that contain the word “Sheets.”

To download a file, select the checkbox next to the file and click the download button. If the download button is greyed out, the file cannot be downloaded.