ProjectWise Administrator Help

Creating a Service Account with Non-Expiring Credentials

A service account with non-expiring credentials is a ProjectWise account that has been configured to allow a service to log in without requiring a licensing token, and to stay logged in as long as it needs to without being disconnected. The actions performed by the service are recorded in the audit trail as having been carried out by the service account.

Services that require a service account with non-expiring credentials include:

  • Automated File Processing document processors (full text indexing, thumbnail image extraction, file properties extraction)
  • ProjectWise User Synchronization Service

The service account:

  1. Should be a dedicated account.
  2. Can be configured to use any type of authentication.
  3. Must have these user settings turned ON:
    User setting Purpose
    General > Enable as Service Account Allows the service to log in without requiring a licensing token.
    General > Credential expiration policy > No expiration Allows the service to stay logged in until the work is finished (the connection does not expire until the service logs out).
  4. Should have this user setting turned OFF (optional, but recommended, especially if the service is processing documents):
    User setting Purpose
    General > Use access control Allows the service to access all of the documents it needs to access.
Note: The service account concept (and the related General > Enable as Service Account user setting) was created in ProjectWise 2023 to accommodate SES licensing changes. The General > Credential expiration policy > No expiration user setting has been around much longer, and was originally created so that any jobs run by ProjectWise Orchestration Framework Service could connect to ProjectWise Integration Server and run through without being disconnected.