AssetWise Implementation Guide

Configuring the Storage Service

Storage Service (an option on the AssetWise Server installer) is used to manage AssetWise storage devices and repositories.

  • A device or storage device specifies the root folder on a file storage server under which one or more repositories reside. For example: C:\ebstorage
  • A repository is the folder under a device where the files that get added to the AssetWise community are stored.

The computer where the physical repository resides does not require that you install any AssetWise software on it. Therefore you can set up a repository on the local AssetWise Server, on a remote Storage Service, or on a remote server with no AssetWise software installed at all.

In AssetWise System Management Console, the Storage node is where you define and manage the storage devices and repositories of a particular AssetWise server. When you select the Storage node, the content pane is split into two sections:

  • The upper section lists the storage devices managed by the Storage Service on this AssetWise server.
  • The lower section lists the available communities of this AssetWise server, letting you select which communities you want this Storage Service to serve.

When creating a device that points to a local folder, you can specify either a logical path or a UNC path. When creating a device that points to a folder on a remote file storage server, you must use a UNC path. Examples:

C:\ebstorage (logical device)

\\servername\ebstorage (UNC device)

When creating a device using a logical path, you do not need to manually create the device folder. AssetWise will create it as needed (along with the repository folder) the next time a file is added to the community and placed into the device's repository. When creating a device using a UNC path, you must manually create the device folder, share it, and give access (Full Control) to the service identity used by the Storage Service, before it can be used. When using a UNC path, AssetWise will create the repository folder as needed.

AssetWise System Management Console provides two methods for creating storage devices and repositories. You can either use the Device Properties and Repository Properties dialogs to create a storage device and repository, or you can use the Storage Wizard to create both the storage device and the repository (and optionally the community) in one process. You can also use the Storage Wizard to move a repository another storage server, or to another location on the same storage server.

This AssetWise Implementation Guide documents creating devices and repositories using the Device Properties and Repository Properties dialogs. Usage of the Storage Wizard is documented in the AssetWise System Management Console Help.

To Enable the Storage Service for Your Community

  1. In the Explorer pane, expand Servers > your_server.
  2. Select the Storage node.
  3. In the Communities Served list, check the check box next to your community.
  4. Log in to the community if prompted.

    The Storage Service running on this computer is now configured to serve the selected community.

  5. If you want to use more than one Storage Service for a single community, repeat these steps for each installation of Storage Service so that all instances of Storage Service are enabled for your community.

To Create a Storage Device

This task requires that you have already created a community. See To Create a Community .

  1. In the Explorer pane, expand Servers > your_server.
  2. Right-click the Storage node and select Add Device.

    The New Device Properties dialog opens.

  3. In the Name field: Enter a name for the storage device.
  4. (Optional) In the Description field: Enter a description for the storage device.
  5. From the Driver list: Select which file driver this storage device will use.

    See Storage Device File Drivers .

  6. Configure additional parameters depending on the driver selected.
  7. From the Speed list: Select a response time for the selected driver.

    For example, optical is considered slow and local magnetic disks are considered fast.

  8. In the Root Access field: Enter the path to the root folder on the file storage server under which your repository will reside.

    The root folder can be a folder on the local computer or on a remote computer. If the folder is local, the format can be a logical path (for example, C:\awstorage) or a UNC path (for example, \\servername\awstorage). If the folder is on a remote computer, you must use a UNC path. When using a logical path, you do not need to manually create the device folder; AssetWise will create it (and the repository folder) as needed, the next time a file is added to the community and placed into the device's repository. When using a UNC path, you must manually create the device folder, share it, and give access (Full Control) to the service identity used by the Storage Service. In this case, AssetWise will create just the repository folder as needed.

  9. Click OK.

Multiple storage areas can be set up on the AssetWise Information Integrity Server, as the AssetWise Information Integrity Server has the ability to host more than one community. To apply the storage area to a specific community, it is necessary to check the check box next to the correct community.

There is a location on the AssetWise Installation Worksheet to store this information.

After you create a storage device, the next step is to create and assign one or more repositories to this storage device. These repositories are basically subdirectories created under the Root Access storage directory. When objects are added into AssetWise, they can be directed to certain repositories if desired, to keep groupings of like documents physically isolated. This may be a requirement in an environment where records management is a goal.

To Create a Repository

  1. In the Explorer pane, expand Servers > your_server > Storage.
  2. Right-click the storage device under which you want to create a repository and select Add Repository.

    The New Repository Properties dialog opens.

  3. In the Name field: Enter a logical name for the repository.

    Repository names must be unique within a community.

    There is a space on the AssetWise Installation Worksheet to store this information.

  4. From the Community list: Select the community you want this repository to serve.

    This information should be in your AssetWise Installation Worksheet (Community name).

  5. In the Path field: Enter the name for the physical repository folder that will be created under the device.

    The name you enter in the Path field is automatically appended to the Full Path field, which includes the device and displays the full path to the physical repository folder. For example:

    C:\awstorage\repository

    or

    \\servername\awstorage\repository

    There is no need to manually create the physical repository folder. AssetWise will create it as needed, the next time a file is added to the community and placed into this repository.

    Note: The service identity of the Storage Service must have at least Modify permissions on the repository folder.
  6. Assuming this is a normal AssetWise repository, leave the default options as they are.

    See Repository Options for descriptions.

  7. Click OK.

    The Select Repository Group dialog opens.

    Tip: If you need to create a new repository group in the selected community, you can do so from this dialog by clicking the Add Group button.
  8. Select which repository group in the selected community you want this new repository to belong to and click OK.

    The repository is added under the selected storage device under the Storage node.

Storage Device File Drivers

AssetWise delivers the following file drivers to choose from when creating a storage device.

Driver Description
eB File Driver Used to connect to other AssetWise communities so external file links can be made to another system.

Additional parameters you need to set for this driver:

  • Server
  • DataSource
  • Username
  • Password
FTP File Driver Used if the mechanism for copying files between the AssetWise Information Integrity Server and repository is to be FTP (File Transfer Protocol). This is a common configuration if the repository resides on a non-Windows computer (such as UNIX).

Additional parameters you need to set for this driver:

  • FTP Server
  • User ID
  • Password
  • Port
HTTP File Driver Used if the mechanism for copying files between the AssetWise Information Integrity Server and repository is to be HTTP (Hypertext Transfer Protocol).

Additional parameters you need to set for this driver:

  • Username
  • Password
Windows File Driver Used if the storage device points to a logical drive whereby normal Windows read/writes are processed. Select this driver when creating a dedicated device for an FTR repository. This driver has no additional configuration parameters.
Windows File Driver with Secure Delete Used if the storage device points to a logical drive whereby normal Windows read/writes are processed. Deleted files will have their data overwritten to prevent recovery by any file recovery software. This driver has no additional configuration parameters.
Microsoft Windows Azure Storage Driver Intended for use in situations where AssetWise servers are hosted in the cloud (for example, as part of aBentley MANAGEservices implementation).

Additional parameters you need to set for this driver:

  • StorageAccount
  • AccountKey
ProjectWise File Driver Used to connect AssetWise communities to ProjectWise datasources, sync, exchange data files between it.

Additional parameters you need to set for this driver:

  • Server
  • DataSource
  • Username
  • Password

Repository Options

These options are available when you view the properties of an existing repository.

Default options are selected when you create the repository, whether using the New Repository Properties dialog or the Storage Wizard.

SettingDescription
Write Enabled When on (the default), users can edit the contents of files in the repository. Only turn this option off if you do not want users to be able to edit files in this repository (the files will be read-only).
Delete Enabled When on (the default), users can delete files from the repository. Only turn this option off if you do not want users to be able to delete files from this repository.
External Repository This option is off by default. Only turn it on if this repository resides physically external to AssetWise and is accessed via a pointer, or link, to a non- AssetWise repository (for example, COLD).
Used for Full Text Retrieval This option is off by default. Only turn it on if this repository is to be used for full text retrieval (FTR). When files in your community are submitted for FTR indexing, they are copied from their original repository to a dedicated FTR repository where they can be processed.

You must create an FTR repository if want to use the full text retrieval feature of AssetWise. There can only be one FTR repository per community, and turning this option on is what makes it an FTR repository. Turning this option on automatically sets the name of the repository to "FTR" and disables the other options. The Path field lets you enter a name of the physical repository folder that will be created and used for FTR. The path to the FTR repository must be accessible with read permissions as a UNC drive from the database server.

In the Storage Wizard, this option is labeled Repository will be Used for Full Text Retrieval.

Create Signatures When on (the default), a signature is created for each file added to the repository.

In the Storage Wizard, this option is labeled Create File Signatures.

It is recommended that you leave this setting on. A repository cannot be a replication source if the files they contain do not have signatures created for them.

Verify Signatures When on (the default), a file in this repository will be checked for a valid signature any time the file is read (for example, when the file is downloaded, or replicated).

In the Storage Wizard, this option is labeled Verify File Signatures during read operations.

It is recommended that you leave this setting on.

Replication Source When on (the default), then the files of this repository can be replicated in other repositories (those repositories who have the Replication Destination option turned on). Only turn this option off if you do not want the files of this repository to be replicated in other repositories.
Replication Destination When on (the default), then this repository can receive files replicated from other repositories (those repositories who have the Replication Source option turned on). Only turn this option off if you do not want this repository to receive files replicated from other repositories.
Take this Repository Offline When off (the default), this repository is available for use. Turn this option on if you need to make the repository unavailable for use (for example, if you need to do maintenance on the server hosting the repository).