Getting Started

AssetWise Director is a client application used to perform both administrative and user functions in AssetWise. Administrators use AssetWise Director to further configure and manage the AssetWise communities that have been created in AssetWise System Management Console, while users use it to create and maintain data about all AssetWise objects.

To get started, you need to open AssetWise Director and when prompted, select which community you want to log in to. During the log in process you can tell AssetWise Director to remember your log in information so that the next time you open AssetWise you will be automatically logged in to the same community.

To Open AssetWise Director and Log In to a Community

Open AssetWise Director (Start > Bentley > eB Director).

The Logon dialog opens.
Click Options.
In the Application Server field, enter the name of the computer on which AssetWise Information Integrity Server is installed.
This populates the Data Source list with a list of communities on that server.
From the Data Source list, select the community you want to log in to.

From the Authentication list, select which type of authentication you want to use to log in with and then enter credentials as or if needed:

Option	Description
Basic Sign-On	Selecting this option enables the User Name and Password fields for you to enter the credentials of an AssetWise user account that exists in the selected community. If you want to be automatically logged in to the same community using the same credentials the next time you open AssetWise Director, turn on Remember my User Name and Password.
Basic Sign-On (Over Web)	Selecting this option opens a Windows operating system default internet browser window for you to enter your Bentley Cloud Services credentials. Enter the email and password associated with your Bentley Profile and click Sign In. Once the process is complete and a success message appears in the browser, return to the Login dialog and enter the User Name and Password of an AssetWise user account that exists in the selected community. If the browser window did not close automatically, you can close it now. If you attempt to log in to the community before the IMS login process is complete, you might need to close the application and all related browser tabs and/or the browser window, and then repeat all steps. If you want to be automatically logged in to the same community using the same credentials the next time you open AssetWise Director, turn on Remember my User Name and Password. If authentication fails in the browser, you might need to edit the `eB.ApplicationDirector.exe.config` configuration file, located in C:\Program Files (x86)\Bentley\eB\Director. To do so, locate the AppSettings section, and include the Bentley IMS Issuer Name, IMS URI, IMS Scope, and IMS ClientId. For example, Where `Bentley.eB.ImsUri`, `Bentley.eB.ImsClientId`, and `Bentley.eB.ImsScope` represent the values provided by AssetWise Common Services hosted in the same cluster where the AssetWise Information Integrity Server resides.
Windows Authentication	Selecting this option disables the User Name and Password fields from editing and populates the User Name field with your Windows user name. The next time you open AssetWise Director, the Logon dialog will be bypassed and you will be automatically logged in with your Windows account.
Bentley Sign-On	Selecting this option opens a Windows operating system default internet browser for you to enter your Bentley Cloud Services credentials. Enter the email and password associated with your Bentley Profile and click Sign In. Once the Bentley Sign-On has completed with the browser, your email address will be populated in the Director Logon dialog. If the browser window did not close automatically, you can close it now. If you attempt to log in to the community before the IMS login process is complete, you might need to close the application and all related browser tabs and/or the browser window, and then repeat all steps. The next time you open AssetWise Director, you will be automatically prompted to sign in with Bentley Cloud Services credentials. Note: If authentication fails in the browser, you might need to edit the `eB.ApplicationDirector.exe.config` configuration file, located in C:\Program Files (x86)\Bentley\eB\Director. To do so, locate the AppSettings section, and include the Bentley IMS Issuer Name, IMS URI, IMS Scope, and IMS ClientId. For more information, contact Bentley Support.

Click OK.

You are logged in to the selected community and AssetWise Director opens.

Note: In certain situations you may receive a warning upon logging in that the server's security certificate cannot be trusted. This might happen if you are connecting to a server using HTTPS and the name of the server you entered does not match the name of the server specified in the certificate. It also might be the case that your computer for whatever reason does not trust the issuer of the certificate. If you trust the server you are connecting to, then you can click Connect Anyway. Otherwise, you can click Cancel Connection and contact your system administrator for further instructions.

Note: High DPI display scaling feature of Windows Operating systems is not supported by AssetWise Director or AssetWise System Management Console applications. To run applications with display scaling and avoid potential functional problems, users should browse to eb.Application.Director.exe (or eB.setup.Console.exe) in the installation directory, and set Properties > Compatibility > Settings > "Override high DPI scaling behavior. Scaling performed by: System".

The settings you specify on the Logon dialog automatically become your default login settings.. If you logged in using Windows or Bentley authentication, or if you used Basic Sign-On and you turned on Remember my User Name and Password, then you have effectively enabled automatic login. If after doing this you want to log in with different credentials or to a different community, then you need to disable your automatic login settings on the Login tab of the Options dialog (Tools > Options). Once you change your settings on the Login tab, they will be applied the next time you open AssetWise Director.

If needed, you can have multiple AssetWise Director windows open at the same time.

To Change Your Password for the Current Community

To change your password, you must have the User Information > Allow Password Change permission.

Select File > Change Password.
The Change Password dialog opens.
In the Old Password field, type your old password.
In the New Password field, type your new password.
In the Confirm New Password field, type your new password again.
Click OK.

If you just changed the default administrator password, then you need to open AssetWise System Management Console on each AssetWise server where this community has been added, update the saved password for the community with the new password, and restart Service Manager. See the AssetWise System Management Console help for details.

Quick Overview of the AssetWise Director Window

After logging in to the selected community, AssetWise Director opens. The AssetWise Director window is divided into the following main areas:

Navigation area (left), which typically includes the Search, Explore, and System Admin tabs
Content pane (center)
Menu bar (top)
Action bar (below menu bar)
Search results pane (below the Content pane)
Status bar (bottom), which includes the active and default scope selector

Note: There is no area actually labeled "Navigation", this is just the general term for this particular area of the AssetWise Director window.

The default behavior is for AssetWise Director to open with the Search and Explore tabs open in the navigation area (with Search being the active tab), and the Start tab open in the Content pane.

The navigation area is used by both administrators and users. The Search and Explore tabs are typically used by everybody, but the System Admin tab is generally only used by administrators. While these tabs are docked by default to the left side of the window, you can undock each one of them and make them floating windows that you can move or arrange however you need them to be.

The Content pane is the work area of AssetWise Director. Administrators use it to define classes and templates. Users use it to create and manage objects. Each item that you work on opens as a tabbed form in the Content pane. You might have multiple forms open at the same time. To close a form, click its tab (to make it active) and then click the close (X) icon in the upper right corner of the Content pane.

The search results pane is not open by default, but opens whenever you run a search in the Search tab.