Logging In and Out of Datasources
To access the documents in a datasource, you need to log in to the datasource using the user name and password of the account your administrator has set up for you. Contact your administrator if you need access to a datasource.
When log in is successful, your ProjectWise user name appears to the right of the datasource, and the datasource's icon changes to the Active icon. If you log in to multiple datasources, your user name will appear next to them all, however, only the datasource you are working in will display the Active icon (the rest will display the Open icon).
Logging In
- Initiate log-in using one
of these methods:
- Select a datasource and select .
- Select a datasource and select (only available if Windows or Bentley IMS single sign-on is enabled for this datasource).
- Right-click a datasource and select Log in.
- Right-click a datasource and select Log in as (only available if Windows or Bentley IMS single sign-on is enabled for this datasource).
- Double-click a datasource.
If needed, the ProjectWise Log in dialog opens.
(This dialog is skipped if using auto-login.)
- Log in with your ProjectWise user account credentials.
- Establish your working
directory for this datasource.
The working directory is the folder (local file system, or network) that files are downloaded to when you open, check out, or copy out documents from this datasource.
The first time you log in, you are prompted to create your working directory folder. This step is required to log in.
- If your administrator
has not defined a default working directory location in your user settings, you
are prompted to select where you want to create the working directory.
In the Browse For Folder dialog, select an existing folder, or create a new folder (click Make New Folder) and select it, then OK.
or
- If your administrator
has defined a default working directory location in your user settings, you are
prompted to create the working directory in that default location.
Click Yes to create the working directory in the default location (as shown in the dialog), or click No to open the Browse For Folder dialog and select where you want to create the working directory.
- If your administrator
has not defined a default working directory location in your user settings, you
are prompted to select where you want to create the working directory.
Once you establish the working directory, you are finally logged in.