ProjectWise Administrator Datasource Nodes

Linear Features

Coordinate Systems

Symbologies

Spatial Metadata Scanners

Attribute Mappings

Background Maps

Geospatial Maps

Create Background Map

Renditions

Rendition Profiles

Rendition Profile Components

Rules Engine

Messaging Services

WorkSpaces

Managed

WorkSpace Profiles

Work Area Types

Applications

Departments

States

Workflows

Storage areas

Views

File Streaming

Environments

Interfaces

Users

• New > Users
• Select Users by Groups / Lists
• Show Users and Groups Management Dialog
• Synchronize Bentley IMS Users

Groups

User Lists

Attribute Exchange Rules

Document Processors

Full Text Indexing

Thumbnail Extraction

File Property Extraction

Trusted External Indexers

Registered Full Text Index Servers

Datasource Properties - Settings - Global delete restrictions

Global delete restrictions

• Default
• Admin only
• Owner
  • Folder owner
  • Document owner

Datasource Properties - Settings - Miscellaneous

Miscellaneous

• Grant implicit 'Change Permissions' rights to owners of work areas, folders, and documents
• Move deleted document files to the Recycle Bin on storage
• Enable 'Deleted Items' folder
• Keep items in 'Deleted Items' folder for:
• Force case-insensitive search
• Display Access Control tab in Preview Pane

Datasource Properties - Settings - Projects

Work Areas

• Folder for template work areas:

Datasource Properties - Settings - Network

Network

• Enable Delta File Transfer
• Compress client/server request data
• Enable file transfer connection sharing

Datasource Properties - Settings - Documents

Documents

• Creation in workflow
  • Put created document into first workflow state having create permission
  • Folder state does not prevent document creation
• Allow several users to fetch documents to the same location
• Update Access Control Cache on Document Delete
• Force file name to be the same as document name

Datasource Properties - Settings - Versions

Versions

• Generate version string for first document version
• Use numeric version strings
• Put created version into first workflow state having create permission
• Document having versions can be moved
• Lock flat set documents to versions
• Lock reference documents to versions
• Prompt user to update master document’s reference versions on open

Datasource Properties - Settings - Most Recently Used Lists

Most Recently Used Lists

• Maximum number of recent items to show
• Time period to keep records

Datasource Properties - Settings - Engineering Components

Engineering Components

• Display Components in ProjectWise Clients
  • Folder for saved component searches:
  • Folder for component images:

Datasource Properties - Settings - Web Components

Web Components

• Default ProjectWise Publishing Server
• Design Compare Utility Address
• WSG Work Areas URL for Connect services

Datasource Properties - Settings - Event System

Event System

• Enable folder copy server event notifications
• Enable document copy server event notifications

Datasource Properties - Settings - Federated Identity

Federated Identity

• Associate identity with user account by e-mail address
• Prompt user to associate identity
• Allow user group membership updates by identity claims
• Apply identity filter when synchronizing Bentley IMS users

Datasource Properties - Audit Trail Settings

User

• User Created
• User Deleted
• User Renamed
• User Modified
• User Setting Modified
• User Disabled
• User Enabled
• User Logged in
• User Logged out

User Settings - Working Directory

Working Directory

• Can change Working Directory settings
• When using ProjectWise Explorer
  • Node identifier
    • Use the user's host computer name or user name
    • Use a global unique identifier (GUID)
    • Use a logical name
• When using ProjectWise Web Server

User Settings - General

General

• Can change General settings
• Credential expiration policy
  • Server default
  • No expiration
  • Custom value
• Use access control
• Can only login through Web View Server

User Settings - User Interface

User Interface

• Can change User Interface settings
• Can edit sets
• Can edit versions
• Show dialog on error
• Show progress indicator during file transfers
• Show Select Reference Documents dialog
• Show Local Document Organizer on log out
  • Do not show
  • Show always
  • Show in ProjectWise Explorer only
• Show descriptions instead of names
• Use URN links
• Select last used folder in ProjectWise Explorer
• Show file properties
• Show document thumbnail in preview pane
• Show full text search
• Document Properties - Attribute Tabs
  • Confirm when saving changes
  • Open last viewed tab
• Document Search
  • Open Attributes tab first

User Settings - Administrative

Administrative

• Can change Administrative settings
• Enable as delegate user
• Enable group and user list ownership
• Show Access Control tab in preview pane
• Datasource - Can use Recycle Bin
• Storage
  • Can create
  • Can delete
  • Can modify
  • Show all properties
• Licensing
  • Activate and record usage through connected Integration Server
  • Activate and record usage through client's configured SELECTserver

User Settings - Network Transfer

Network Transfer

• Can change Network Transfer settings
• Enable Delta File Transfer
• Compress client/server request data
• Enable file transfer connection sharing

User Settings - Document

Document

• Can change Document settings
• Can create
• Can create version
• Can modify
• Can delete
• Can free
• Can set final status
• Can remove final status
• Can change state
• Use local recycle bin on free
• Leave local copy on check in
• Leave local copy on free
• Use up to date local copy on check out
• Use up to date local copy on copy out
• Use captive environment

User Settings - Document List

Document List

• Can change Document List settings
• Show subfolders
• Double click action
• Refresh display
• Show tooltips
• Show all versions

User Settings - Folder

Folder

• Can change Folder settings
• Can create
• Can modify
• Can delete
• Can change workflow or state
• Show folder hierarchy

User Settings - Message Folders

Message Folders

• Can change Message Folder settings
• Enable message polling
• Show message folders
• Can create
• Can modify
• Can delete
• Can move
• Can access items
• Can modify items

User Settings - Custom Folders

Custom "folders" - should be Custom "Folders" ... or the other f's should be lowercase

Custom folders

• Can change Custom Folder settings
• Show custom folders
• Personal Folders
• Global Folders
• Other Users' Folders

User Settings - Global User Lists

Global User Lists

• Can change Global User List settings
• Can create address book list
• Can modify address book list
• Can delete address book list
• Can create access user list
• Can modify access user list
• Can delete access user list

User Settings - Document Creation Conflicts

Document Creation Conflicts

• Action
  • Can change Action settings
  • Default Action
    • Skip a document
    • Create a new version
    • Create a new document
  • Apply same rules for all items
  • Show Select An Action dialog
• New Version
  • Can change New Version settings
  • Version string format
  • Apply source document attributes
  • Remove target document attributes
  • Apply document name of the source document
  • Apply file name of the source document
  • Show Define Version Rules dialog
• New Document
  • Can change New Document settings
  • Document name format rule
    • Change name
    • Add prefix to the old name
    • Add suffix to the old name
  • Document name format
  • File name format rule
    • Change name
    • Add prefix to the old name
    • Add suffix to the old name
  • File name format
  • Apply source document attributes
  • Show Define Document Rules dialog

User Settings - Audit Trail

Audit Trail

• Can change Audit Trail settings
• Reports
  • Can change Report settings
  • Show private actions
  • Show actions of other users
• Comments
  • Can change Comment settings
  • Allow for check in
  • Allow for export
  • Allow for version change
  • Allow for state change
  • Allow for final status change
  • Require where allowed
• Delete
  • Can change Delete settings
  • Can delete records
• Show Audit Trail tab in Document properties
• Show Audit Trail tab in Folder properties

User Settings - Managed Configuration

Managed Configuration

• Can change Managed Configuration settings
• Can change export error handling
• Can edit personal configuration variables
• Show datasource level options
• Show personal configuration tab
• Export relative path errors handling
  • Prompt user
  • Fail on error
  • Ignore invalid relative path errors

User Settings - Work Area (project)

Work Area

• Can change Work Area settings
• Can create and upgrade from folders
• Can change types and properties
• Can delete

Search by Form dialog

Only Current

Preview Pane tabs

Document Properties

Work Area Properties

Folder Properties

ProjectWise Project Portal

Personal Portal

Photo Preview

Navigator

Dependency Viewer

Access Control

Components

Project / Folder Properties dialog - tab and controls

Audit Trail

ProjectWise Project

General

Participants

Properties

Resources

Statistics

Workflow & State

Workspace

View

ProjectWise Network Configuration Settings dialog - tabs and controls

ProjectWise Network

General

Prevent UDP for DNS and Listing

IPv6 Enabled

IPv6 Preferred

DNS Services

Prevent UDP

Datasource Listing

Name

Hostname

Port

iDesktop Auto-Login