Predefined Users for Running Jobs

To make it easier on administrators who need to create many different jobs that process documents from the same datasources, you can put together a list of users in Orchestration Framework Administrator who already have the required credentials and user settings to run jobs in your frequently used datasource. These users are called predefined users. You create and configure these users as usual in ProjectWise Administrator, and then you add them to the list of predefined users in Orchestration Framework Administrator. When you add a user to the list of predefined users, the user's credentials are checked against the selected datasource to make sure they work. When an administrator creates a new job, they can select the datasource and then just select one of the predefined users for that datasource, without having to enter the user's credentials.

Add a user to the list of predefined users

In ProjectWise Administrator, configure the following user settings for a new or existing user (this user can be configured to use any type of authentication):
- (Required) Set General > Credential expiration policy to No expiration - ensures that the job will run through without being interrupted because of a timed out password.
- (Recommended) Turn off General > Use access control - ensures that the user account under which the job runs will have access to all of the documents it needs to access
Note: If Credential expiration policy is set to one of the other options (Server default or Custom value), you will not be able to add this user to the list of predefined users.

In Orchestration Framework Administrator, add the user configured in the previous step to the predefined users list:

Connect the Orchestration Framework Browser to the database (Connections > Connect > Orchestration Framework Browser).
In the Orchestration Framework Browser, under Configuration, right-click Predefined ProjectWise Users and select Edit.
In the Predefined ProjectWise Users dialog, click Add New User (the + icon).
In the ProjectWise User Properties dialog, click Select Datasource and ProjectWise Credentials.
In the ProjectWise Datasource Selection dialog, select a datasource and click Select by Login.

In the ProjectWise Log In dialog, select an Authentication type and click Login.

To log in with:	Do this:
a simple user name and password	Set Authentication to ProjectWise and enter your User Name and case-sensitive Password.
the credentials of your associated Windows domain account	Set Authentication to Windows Domain and turn on Use Windows Single Sign-On for authentication. (Turn off Use Windows Single Sign-On if you need to manually enter the credentials of a different Windows user.)
the credentials of your associated Bentley IMS account using basic Bentley IMS authentication	Set Authentication to Bentley IMS.

Note: If one of the authentication types listed above does not show up in the Log In dialog, it means that the authentication type is not enabled or configured in this datasource and you cannot log in with the related type of credentials.

The selected user is added to the ProjectWise Datasource Selection dialog. Click OK.
The selected user is added to the ProjectWise User Properties dialog. Enter a Display Name for the user and click OK.
The selected user is added to the Predefined ProjectWise Users dialog.