Prerequisites
In order to execute any processes in the ProjectWise Level 2 connector, some configurations must be made in both ProjectWise and AssetWise.
Important: Both
systems must share the same unique set of projects that represent project
breakdown. If this is
not a one-to-one relationship between both
systems, the Level 2 connector processes
will not
function.
The option for AssetWise to create a project from a ProjectWise template is available and is often the safest way to ensure consistency at the project level.
In ProjectWise:
In order to execute any processes in the ProjectWise Level 2 connector, ProjectWise must be configured to meet the basic needs of a document management system. This includes:
- Storing metadata on every file for:
- Storing files within a logical folder structure that maps one-to-one to document metadata (preferably metadata contained in a document number such as document type or discipline)
- File names must match the unique document number
- Have a Project folder that
maps one-to-one with projects in
AssetWise. This can be achieved by using
AssetWise to create a Project folder from a
ProjectWise template that is placed into a
project destination folder:
- Create a Project template folder structure. See Creating a Project Template Folder Structure in ProjectWise.
- Create a Project destination folder. See Creating a Project Destination Folder in ProjectWise.
In AssetWise:
- Enable Project template folder structure and project destination folder in AssetWise System Management Console . See "To Add the ProjectWise Projects and Folders You Want to Monitor" in the AssetWise Implementation Guide.
- Configure default synchronization options.
- If necessary, perform attribute mapping for the project destination folder. See "Mapping ProjectWise Attributes" in AssetWise Director Help.
- Configure ProjectWise Native/Rendition files and Native/Rendition copies. See Configuring ProjectWise Native Rendition Files and Copies .
- Configure document registration ProjectWise mode.
- Configure project classes to be registered into ProjectWise.
- Configure document to project relationship setting.
- Configure the Revision Action setting.