ProjectWise Administrator Help

Manually Creating User Accounts

You can create user accounts one at a time by right-clicking the Users node and selecting New > User.

This method of creating users is typically used to create logical user accounts, however you can also use it to manually create Windows-based and Bentley IMS-based accounts.

Tip: To automatically create Windows-based or Bentley IMS-based accounts in the datasource, you need to perform a synchronization with the user list.
  • Synchronization of Windows-based accounts is done using ProjectWise User Synchronization Service, which is an additional installation, although once installed it is configured through ProjectWise Administrator.
  • Synchronization of Bentley IMS-based accounts is done by specifying an identity provider and IMS service identity in the DMSKRNL.CFG file, and then right-clicking the Users node and selecting Synchronize Bentley IMS Users.
Parent topic: Setting Up User Accounts

To Create a Logical User Account

  1. Right-click the Users node and select New > User.

    The New User Properties dialog opens.



  2. On the General tab, do the following:
    1. In the Name field, enter a unique name for the new user.
    2. (Optional) In the Description field, enter a description for the user.
    3. (Optional) In the E-mail field, enter the user's email address.

      The user's email address is required if you want that user to receive notification emails from the datasource; for example, whenever the state of a particular document is changed (see Setting Up Messaging Agents ).

    4. Set Type to Logical.
    5. In the Password and Verify password fields, enter the password to be used by the user.
      Tip: If you do not specify a password, the system will automatically make the user's password the same as their user name.
  3. Click OK.

    The user is added to the list of users.

To Create a Windows-based User Account

  1. Right-click the Users node and select New > User.

    The New User Properties dialog opens.

  2. On the General tab, do the following:
    1. In the Name field, enter the user name of a Windows user account.
    2. (Optional) In the Description field, enter a description for the user.
    3. (Optional) In the E-mail field, enter the user's email address.

      The user's email address is required if you want that user to receive notification emails from the datasource; for example, whenever the state of a particular document is changed (see Setting Up Messaging Agents ).

    4. Set Type to Windows.
    5. In the Windows domain field, specify the domain to which the Windows user account belongs.
  3. Click OK.

    The user is added to the list of users.

To Manually Add a Bentley IMS User to the Datasource (create a user with Bentley IMS credentials)

  1. Right-click the Users node and select New > User.

    The New User Properties dialog opens.

  2. On the General tab, do the following:
    1. In the Name field, enter the name of a Bentley IMS user.

      While this field is required, the name entered here does not have to match the name of the Bentley IMS user, as entered in the Bentley IMS database.

    2. Set Type to Federated Identity.
  3. On the Federated Identity tab, do the following:
    1. In the Identity name field, enter the email address that is associated to the user's Bentley IMS account.
    2. Leave the Identity provider field blank. This field will be automatically populated with the user's identity provider, which is https://ims.bentley.com/, once the user logs in using Bentley IMS authentication, or once the administrator runs the next Bentley IMS user synchronization (whichever comes first).
  4. Click OK.

    The user is added to the list of users.

    Assuming that Bentley IMS authentication is enabled in the datasource, this user can now log in to this datasource using their Bentley IMS credentials.

To Make a Copy of a User Account in the Same Datasource

  1. Select the Users node.
  2. Right-click a user account in the list and select Copy.
  3. Right-click the Users node (or somewhere in the list of users) and select Paste.

    The Copy User(s) dialog opens.

  4. Select which items associated with the original user that you would like to copy over to the new user.
    • To copy the user settings of the original account to the new account, keep User settings turned on.
    • To copy the membership settings of the original account to the new account, keep User membership turned on.
    • To copy the access rights (such as permissions set on documents, folders, and work areas) of the original account to the new account, keep User access rights turned on.
  5. Click OK.

    The new user account is created and is named "Copy of <original user>".

  6. Change the name, password, and type of the new user account as needed.

    In most cases you will need to change at least the name and password of the new account. In some cases you will also need to change the type.

    For example, if you make a copy of a logical account with the name "Mary", the new account, named "Copy of Mary", is a logical account whose password is also "Copy of Mary". ProjectWise will let you log in with a name and password like "Copy of Mary", but you will probably want to change it.

    On the other hand, if you make a copy of a Windows - Synchronized account with the name "Domain.User", the new account, named "Copy of Domain.User", becomes just a Windows account (not synchronized). ProjectWise will not let you log in with this name because it probably does not exist in your active directory. In this case, you would either change the user name to an existing Windows account, or you would change the type to Logical and also give this user a new name and password.

    Tip: Other properties to consider changing:
    • General properties: Description, E-mail
    • User setting: Working Directory > When using ProjectWise Explorer

To Copy User Accounts Over from Another Datasource

  1. Log in to both datasources.
  2. Use one of these methods to perform the copy:

    In the source datasource, select one or more users under the Users node and select Copy. Then in the target datasource, right-click the Users node and select Paste.

    or

    Select one or more users in the source datasource, then press the <Ctrl> key and drag them onto the Users node into the target datasource. (If you do not press the <Ctrl> key, the selected users will be moved instead of copied.)

    The Copy User(s) dialog opens.



  3. To copy the user settings of the original account to the new account, keep User settings turned on.
  4. To copy the membership settings of the original account to the new account, keep User membership turned on.
  5. Click OK.

    The selected user accounts are copied to the target datasource.

Note: The working directory defined for the original accounts will not be copied to the new accounts; however, you or the user can redefine this later as necessary. Also, the system will automatically make the newly copied logical account's password the same as the user's user name, which you or the user can modify later if necessary.