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

Project Types

Applications

Departments

States

Workflows

Storage areas

Views

File Streaming

Environments

Interfaces

Users

Groups

User Lists

Attribute Exchange Rules

Document Processors

Full Text Indexing

Thumbnail Extraction

File Property Extraction

Trusted External Indexers

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 projects, 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

Projects

• Folder for template projects:

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

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

• Allow user to change working directory
• 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

• Allow user to 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

• Allow user to 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
• Search Form
  • Open Attributes tab first

User Settings - Administrative

Administrative

• Allow user to change administrative settings
• Enable as delegate user
• Enable group and user list ownership
• Display Access Control tab in Preview Pane
• Datasource - Usage of Recycle Bin
• Storage Area
• Client Licensing
  • Activate and record usage through connected Integration Server
  • Activate and record usage through client's configured SELECT Server

User Settings - Network Transfer

Network Transfer

• Allow user to change client/server network settings
• Enable Delta File Transfer
• Compress client/server request data
• Enable file transfer connection sharing

User Settings - Document

Document

• Allow user to 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

• Allow user to change document list settings
• Show subfolders
• Double click action
• Refresh display
• Show tooltips
• Show all versions

User Settings - Folder

Folder

• Allow user to change folder settings
• Can create
• Can modify
• Can delete
• Can change workflow or state
• Show folder hierarchy

User Settings - Message Folders

Message Folders

• Allow user to 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"

User Settings - Global User Lists

User Settings - Document Creation Conflicts

User Settings - Audit Trail

User Settings - Managed Configuration

Managed Configuration

• Allow user to change Managed WorkSpace Profiles settings
• Allow user to 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 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