Installation Worksheet
Database Setup
Setting Up SQL Server for AssetWise
To Create a New SQL Server Database for AssetWise
To Create a Login Account in SQL Server for the New Database
To Enable Remote Connections (if required)
Configuring SQL Server for FTR
To Enable FILESTREAM Storage in SQL Server
Installing iFilters
Setting Up Oracle for AssetWise
The Oracle Database Server
The Oracle Database Client
Oracle User Requirements
Configuring Oracle for FTR
Oracle FTR Solution - No FTR Search Results After Updating Database Scripts
TIFF and JPG Not Supported with Oracle FTR
AssetWise Information Integrity Server Configuration
Before You Install or Upgrade AssetWise Information Integrity Server
To Install AssetWise Information Integrity Server
Creating Datasources and Communities
Upgrading Your Server and Database
Configuring AssetWise Services
Configuring Tracing
Configuring Seq Logging
Changing Trace Level
To Modify Trace Level for other Services or Applications
Configuring the Storage Service
Configuring the Work Queue Service
Configuring the FTR Service
Configuring the Print Service
Configuring the Rendition Service
To Enable the Rendition Service for Your Community
Configuring the Mail Distribution Service
Configuring the Publishing Service
To Enable the Publishing Service for Your Community and Set the Publishing Directory
To Specify the Location of HTML Help Workshop
To Change the Publishing Directory
To Set Job Types to be Published on the Server
Configuring the Snapshot Capture Service
Configuring the Health Monitor Service
Using Service Manager
To Configure the SSL Certificate
To Encrypt Server Settings and Session Tokens
To Restart Service Manager in Recovery Mode
Synchronizing a Community with Active Directory
Creating a Person Template in AssetWise Director
To Enable Persons To Be Created Automatically Upon Login
To Configure Active Directory Synchronization Settings
To Manually Synchronize a Community with Active Directory
Installing Additional Database Files and Other Components on the Server
To Install the AssetWise Engineering Designer Database Files on the AssetWise Information Integrity Server
To Update the Datasource with New Database Files
Class Based Priorities
AssetWise Director Installation and Community Administration
Before You Install or Upgrade AssetWise Director
To Install AssetWise Director
To Open AssetWise Director and Log In to a Community
To Change the Password for the Default Admin Account
AssetWise Administration
Defining and Activating Scopes
Managing Persons and User Accounts
To Create a Person Using a Form
To Create a Person from a Template
To Make a Copy of a Person
To Edit a Person's Details
To Configure a Person's User Account
To Add Contact Information for a Person
To Assign a Skill to a Person
To Upload a Person's Picture
To Delete a Person
Managing Organizations
To Create an Organization Using a Form
To Create an Organization from a Template
To Make a Copy of an Organization
To Edit the Details of an Organization
Organization Related Topics
To Add a Person to an Organization
To Upload an Organization's Logo
To Add Contact Information for an Organization
To Delete an Organization
To Associate an Organization to an Object
Defining Security
To Create a Role
To Add a Person to a Role
To Assign a Permission to a Role
To Assign an Entire Group of Permissions to a Role
To Assign a Permission to a User / Person
To Assign a Group of Permissions to a User
To Give a Person or Role Rights to View, Modify, Delete, or Approve an Object
Permissions List
Security Logic
Data Categories
Permission Grades
Permission Logic
Implementation for Grade 0
Implementation for Grade A
Implementation for Grades B, C, and D
Access Rights Dependencies
To Define Attribute Security
Defining Default System Settings
Maintaining List Values
To Configure the List of Alternative Numbering Categories
To Configure the List of Cross Reference Types
To Configure the List of Directory Types (Contact Methods)
To Configure the List of Distribution Reasons
To Modify the List of Allowable File Types
To Configure the List of Keywords Used for Tagging Objects
To Configure a Keyword Class
To Configure the List of Media Types for Document Copies
To Configure the List of Physical Item Types
To Add a Physical Item Structure Type
Priorities
To Configure the List of Responsibility Types
To Configure a Revision Rule Set
To Configure the List of User Skills
To Add a Unit of Measure for Physical Items
Managing Classes and Attributes
Managing Object Classes
Defining Attributes for Object Classes
Contextual Reports
Class Based Priorities
Adding a Priority to a Class
Class Templates
Creating Object Templates
To Create a Template for Particular Object Class
To Create an Object from a Template
To Synchronize Security on Objects from a Template
To Apply Security to Individual Attributes on a Template
Workflow-based Object Approval
To Automatically Approve an Object When a Task is Completed
Configuring Other Objects to Be File Containers
Configuring Extended Behavior and Automations for Classes and Templates
Records Management
Permissions
File Plan Components
File Plan Disposition Action Orders
File Plan Disposition Order Snapshots
File Plan Calculations
To Set the Disposition Calculation Schedule
To Create Destruction Disposition Instructions
To Create Move Disposition Instructions
To Create a New File Plan Taxonomy Structure
File Plan Management in AssetWise Director
Disposition Processing
To Process Pending Documents from Individual File Plans
Exception Reporting
Defining the ProjectWise Attribute in AssetWise Director
Calculated Masks
To Include a Field in the Calculated Mask
Syntax for the Mask
Snapshot Configuration
Integrating AssetWise with ProjectWise
Planning Your Configuration
Creating a Dedicated User in ProjectWise Administrator for AssetWise
Before You Install AssetWise ALIM ProjectWise Connector
To Install the AssetWise ALIM ProjectWise Connector
Installing ProjectWise Explorer and ProjectWise Gateway Service
Configuring the List of ProjectWise Datasources to Expose in AssetWise System Management Console
Configuring ProjectWise Integration Settings in AssetWise System Management Console
To Deploy the ProjectWise Database Package
To Enable the Sync Service and Deploy the ProjectWise Queue Engine for Your Community
To Add the ProjectWise Projects and Folders You Want to Monitor
To Create a ProjectWise Storage Device and Repository
Managing ProjectWise Content in AssetWise Director
To View the List of Monitored ProjectWise Folders in AssetWise Director
Before You Synchronize
To Assign a Document Template to a Monitored Folder
Configuring Synchronization Options
Mapping ProjectWise Attributes
To Register ProjectWise Environment Attributes with AssetWise
To Configure Attribute Mappings on a Monitored Folder
To Synchronize a Monitored Folder
To Manually Register a ProjectWise Document
To Synchronize a Registered Document
To Exclude a Monitored Folder or Registered Document from Synchronization
Working with Registered Documents
Running ProjectWise Reports
Integrating AssetWise with Microsoft SQL Server Reporting Services
To Install AssetWise SSRS Data Provider
To Get a Personal Access Token (PAT) from AssetWise Session Service
Configuring SQL Server Reporting Services 2016 for Bentley IMS Authentication
Configuring SQL Server Reporting Services 2019 for Bentley IMS Authentication
To Create a Report Using the AssetWise Data Model
AssetWise SSIS Components Configuration
Planning Your Configuration
Before You Install AssetWise SSIS Components
To Install AssetWise SSIS Components
To Deploy the StagedImport Database Package
To Add the AssetWise SSIS Engines and Activate the Work Queue Service
Installing the ACE OLE DB 12.0 Provider (optional)
To Create an Integration Services Project in Visual Studio 2019