Used to modify the properties of the selected folder or
work area. Opens when you select a folder or
work area and then select
.
General tab
Contains controls that define the basic properties of the
folder or
work area, such as its name, location in the
datasource, and who is the owner of it.
| Setting | Description |
|---|
| Name
|
Sets the display name for the folder or
work area.
Note:
ProjectWise only supports characters in folder or
work area names that the operating
system supports in file system folder names. You will get a warning if you try
to create a folder or
work area with invalid characters in the
name.
For
legacy reasons,
ProjectWise will let you use the
"\" character in folder or
work area names (it will warn you first,
but it will still let you). If you later try to export such a folder or
work area, two local folders will be
created, with the portion after the
"\" becoming a subfolder of the portion
before the
"\". For example, if the folder name in
ProjectWise is
"DGNS\DWGS", then after export,
"DWGS" becomes a subfolder of
"DGNS" on the file system.
|
| Description
|
An optional description for the folder or
work area. If your user setting
is on, the description of the folder or
work area will display in
ProjectWise Explorer instead of its name.
|
| Parent
|
Displays the full path to where the folder or
work area exists in the datasource. If the
folder or
work area exists at the root of the
Documents root folder, the
Parent field will be blank.
|
| Environment
|
Sets the environment to be used by the folder or
work area. By default all folders created
under this folder or
work area inherit this folder's environment.
If you do not want an environment associated to this folder or
work area, you can set
Environment to
<none>.
|
| (Environment) Description
|
Displays the environment's description, if one
exists.
|
| Storage
|
Displays the current storage area used by this
folder or
work area. The storage area is physical
location on a server where the master copies of documents that get placed in
this folder or
work area will be stored. The storage area
gets assigned when the folder or
work area is created. If you use this
setting to later change the storage area, then any documents that get placed in
this folder or
work area after the storage area is
changed will be stored in the newly designated storage area, but any documents
that existed in the folder or
work area before the storage area
was changed will remain in their originally designated storage area.
Use the
Browse button (...)
to the right of the
Storage list if you need to view disk
usage statistics of the selected storage area.
|
| Owner
|
Displays the user who is considered responsible for
the management of the folder or
work area. If needed you can click the
Change button to select another user to be
the owner.
|
Spatial tab
Used to modify the selected folder's spatial properties.
| Setting | Description |
|---|
| Geometry
|
Displays the background map assigned to the selected
folder. Click in the
Geometry window to dynamically pan in the
background map.
|
| Source
|
Determines the spatial location source of the
selected folder.
- Custom — If
set, the spatial location can be drawn (using the
Edit button), extracted from a spatial
location file (using the
Load SLF button), or calculated (using
the
Calculate button).
- None — If set,
no spatial location is associated to the document(s).
- Parent
Folder — If set, the selected subfolder will use the geometry and
the coordinate system of the parent folder. This option is only available for
subfolders whose parent folder has a spatial location.
|
| Modified
|
Displays the date when the folder was last modified.
|
| Coordinate System
|
Select the coordinate system associated to the
spatial location. This option is available only when the spatial location
Source is set to
Custom.
|
| Background Map
|
Allows to select the background map associated to
the folder.
|
| Edit
|
Opens the Edit dialog, which lets you edit the
spatial location's geometry. This option is available only when the spatial
location
Source is set to
Custom.
|
| Load SLF
|
Opens the Open Document dialog, which lets you
select the spatial location file (extracted from a DGN) to load.
|
| Calculate
|
Creates the geometry based on the sum of the
subfolders and documents geometries (MBR) of this folder.
|
| Lower Left
|
Use to enter the location of the lower left corner
of the geometry. This option is available only when the spatial location
Source is set to
Custom.
|
| Upper Right
|
Use to enter the location of the upper right corner
of the geometry. This option is available only when the spatial location
Source is set to
Custom.
|
Statistics
tab
Displays creation and modification information about the
folder, such as the person who created the folder, the last person to update
the properties of the folder, and the number of documents in the folder.
| Setting | Description |
|---|
| Created By
|
Displays the name of the user who created the folder.
|
| Created
|
Displays the date and time the folder was created.
|
| Update By
|
Displays the name of the user who last updated the
folder.
|
| Updated
|
Displays the date and time the folder was last
updated.
|
| Workflow
|
Displays the workflow the folder is currently
associated with, if any.
|
| Documents
|
Displays the total number of documents contained in
the folder. This number does not include documents contained in any of the
folder's subfolders.
|
| Disk Usage
|
Displays the amount of disk space the folder and its
documents are using. This size does not include documents contained in any of
the folder's subfolders.
|
Workflow &
State tab
Lets you select a different workflow for the folder, or
change the state of the documents in the selected folder.
| Setting | Description |
|---|
| Workflow
|
Sets the workflow for the selected folder.
|
| workflow and state list
|
Lists the states in the selected workflow. Expanding
each state displays the documents in the folder that are in that state.
|
| Up
|
Moves the selected document up one state in the
workflow.
|
| Down
|
Moves the selected document down one state in the
workflow.
|
Resources
tab
(Work areas only)
The resources of a
work area are a subset of the datasource's
resources, such as applications, departments, environments, and so on. This tab
lets you select which of those resources you want to make available to users of
the selected
work area. A
work area can either inherit resources from its
parent
work area, from the datasource, or it can have
its own subset of resources.
| Setting | Description |
|---|
| Resource Type
|
Available resource types you can modify are:
- Application
- Department
- Environment
- Storage
- View
- Workflow
- Workspace Profile
- Component
- Custom Folders
- Rendition Profile
|
| Add
|
Lets you add resources of the selected resource
type.
|
| Remove
|
Lets you remove resources of the selected resource
type.
|
| None
|
Sets it so that there are no resources of the
selected resource type available for this
work area.
|
| Inherit
|
Sets it so that the
work area inherits resources of the selected
resource type from the parent
work area. If there is no parent
work area, this
work area will inherit the datasource's full
list of available resources for the selected resource type.
|
Properties
tab
(Work areas only)
This tab displays the custom properties of the selected
work area, and the name of the
work area type used.
View tab
Used to assign personal and global views to this folder or
work area.
| Setting | Description |
|---|
| Document list view
|
This section lets you define which view will be
applied to the document list when this folder or
work area is selected. When both a personal
view and a global view are assigned in this section, then that personal view
will be applied. When neither a personal view nor a global view is assigned in
this section, then whatever is set as the default view for the document list
for all folders and
work areas in the datasource is applied.
|
| Preview pane view
|
In this section you can define which view to apply
to the Preview Pane when this folder or
work area is selected. When both a personal
view and a global view are assigned in this section, then that personal view
will be applied. When neither a personal view nor a global view is assigned in
this section, then whatever is set as the default view for the Preview Pane for
all folders and
work areas in the datasource is applied.
|
Participants
tab
(Work areas only)
Lets you add users, groups, and/or user lists as
participants to the selected
work area, assign roles to participants, and
customize their access rights (security permissions).
| Setting | Description |
|---|
| Participant list
|
- Participant column -
Displays the names of the users, groups, or user lists who are included in this
work area.
- Role column -
Displays which role is assigned to each user, group, or user list. New
participants are automatically assigned the Team Member role. You can click
inside the Role column to change a participant's role. Possible roles to select
are Administrator, Leader, Team Member, Observer, No Access. Any participant
with customized permissions has the Custom role.
|
| Add
|
Opens the Select Security Objects dialog, which is
used to add users, groups, and/or user lists to the Participant list.
|
| Remove
|
Removes the selected users, groups, and/or user
lists from the Participant list.
|
| Advanced
|
Used to customize a participant's security
permissions. Clicking
Advanced opens the Work Area Security dialog
with three tabs for setting security -
Work Area\Folder Security,
Document Security, and
Component Security. The Component Security
tab only displays if
Include Engineering Component Access Rights
is on, on the Participants tab.
|
| Include Engineering Component Access Rights
|
Used to control whether or not component security is
available in a given
work area. When on,
work area administrators can assign
component security permissions to
work area participants as usual. Turning
this option off instantly removes component security for all participants in a
work area, and also prevents further
component security from being set. What happens to a user's component security
permissions when you turn the option back on depends on whether or not the
participant's role was customized in any way before the option was turned off.
Consider the following examples:
-
"Mary" is assigned the Leader role. Turning
off
Include Engineering Component Access
Rights removes all component security from the
work area. Assuming Mary's role is still
set to Leader when
Include Engineering Component Access
Rights is turned back on, Mary will be re-assigned the default
component security permissions in the Leader role.
-
"Bob" is assigned the Team Member role. Bob's
component security permissions are unchanged, but his document security
permissions are customized, so that his role is changed to Custom. Turning off
Include Engineering Component Access
Rights removes all component security from the
work area. When
Include Engineering Component Access
Rights is turned back on, Bob's original component security
permissions are not re-assigned, and Bob is not included in the Component
Security list at all.
-
"Phil" is assigned the Observer role. Phil's
component security permissions are customized so that his role is changed to
Custom, but none of his other security permissions are changed. Turning off
Include Engineering Component Access
Rights removes all component security from the
work area. Also, because none of his
other security permissions were changed, Phil's role switches back to the role
he had (Observer) before his component security permissions were customized.
Then, assuming Phil's role is still set to Observer when
Include Engineering Component Access
Rights is turned back on, Phil's customized security permissions
are not restored, but Phil is re-assigned the default component security
permissions in the Observer role.
Tip: This option is off by default
for new
work areas, or existing
work areas with no component security
already set. If the
work area has some component security
already set, this option will be on by default.
|
| Permissions
|
Opens a read-only window listing all of the
work area participants and their folder,
document, and component access within this
work area. Component access only displays if
Include Engineering Component Access Rights
is on, on the Participants tab.
|
ProjectWise Project
tab
(Work areas only)
Used to associate this
work area to a
ProjectWise project.
If the
work area is not currently associated to a
ProjectWise project, click the
Associate button.
If the
work area is associated to a
ProjectWise project and you want to associate it
with a different
ProjectWise project, click
Change association.
If the
work area is associated to a
ProjectWise project and you no longer want it
associated with any
ProjectWise project, click
.
Workspace
tab
Lets you assign a workspace profile or various managed
workspace settings to the folder or
work area.
Work Area\Folder
Security tab
(Folders only)
Lets you add the users, groups, and user lists you want to
have access to the folder, thereby excluding all other users from accessing the
folder. If no users, groups or lists are added on this tab, then all users,
groups and lists have access. Once a user, group, or user list is added, you
can set the permissions for each.
| Setting | Description |
|---|
| Security Type
|
-
Folder — If selected, the
Workflow and
State lists are disabled. The list shows
the folder's own Security Objects or security inherited from the Object
Security hierarchy.
-
Workflow — If selected, the
Workflow and
State lists become active. The Workflow
list displays all the available workflows in the datasource. Selecting a
workflow from the list assigns permissions to that folder, which become active
when the folder is placed in the selected workflow. The State list displays all
the available states within the selected workflow. Selecting a state from the
list assigns permissions to that folder, which become active when the folder is
placed in the selected state within the workflow.
-
Real (Workflow & Folder) — If
selected, the
Workflow and
State lists become active. This option
displays the combination of permissions from both the Folder and Workflow,
therefore the selected user's permissions cannot be changed when this option is
selected.
|
| Workflow
|
When
Security Type is set to
Workflow or
Real (Workflow & Folder), this list
displays all available workflows in the datasource.
|
| State
|
When
Security Type is set to
Workflow or
Real (Workflow & Folder), this list
displays all states in the workflow selected in the
Workflow list.
|
| Inherited from
|
Displays the name of the item the folder inherits
its rights from. The items can be global datasource, environment, workflow or
workflow state. For example, in
ProjectWise Administrator, if users are added
to folder security at the datasource level, these are displayed in the Users
list (untitled) in the security tab when creating a new folder.
|
| Users list (untitled)
|
Displays the users, groups, and/or user lists who
have security set for the selected security type.
|
| Permissions list (untitled)
|
Displays the folder security permissions of the
selected user, group, or user list. Click a permission in the list to turn it
on or off.
|
| Add
|
Opens the Select Security Objects dialog, which is
used to add users, groups, and/or user lists to the Users list.
|
| Remove
|
Removes the selected users, groups, and/or user
lists from the Users list.
|
Document Security
tab
Lets you set the access control permissions that apply
generally to all the documents at the root of the folder.
The Document Security tab works in a very similar way to
the Work Area\Folder Security tab. The same security types are available in the
Security Type list. Any users who have
Datasource Global Permissions for document security (created by the
ProjectWise administrator) display in the Users
list (left, untitled window). The
Inherited from field displays the name of the
item the document inherits its rights from. For Document it can be global
datasource, environment, workflow, workflow state or folder. For example, in
ProjectWise Administrator, if users are added to
document security at datasource level, these display in the Users window when
creating a new document.
The Users list displays the users, groups, and/or user
lists that have permissions to document's in this folder. When an item in that
list is selected, the
Inherited from field and
Permissions list (right, untitled window) update
accordingly. They display where the inheritance comes from and what their
permissions are.
| Setting | Description |
|---|
| Security Type
|
-
Folder — If selected, the
Workflow and
State lists are disabled. The list shows
the folder's own Security Objects or security inherited from the Object
Security hierarchy.
-
Workflow — If selected, the
Workflow and
State lists become active. The
Workflow list displays all the available
workflows in the datasource. Selecting a workflow from the list assigns
permissions to that folder, which become active when the folder is placed in
the selected workflow. The
State list displays all the available
states within the selected workflow. Selecting a state from the list assigns
permissions to that folder, which become active when the folder is placed in
the selected state within the workflow.
-
Real (Workflow & Folder) — If
selected, the Workflow and State lists become active. This option displays the
combination of permissions from both the Folder and Workflow, therefore the
selected user's permissions cannot be changed when this option is selected.
|
| Workflow
|
When
Security Type is set to
Workflow or
Real (Workflow & Folder), this list
displays all available workflows in the datasource.
|
| State
|
When
Security Type is set to
Workflow or
Real (Workflow & Folder), this list
displays all states in the workflow selected in the
Workflow list.
|
| Inherited from
|
Displays the name of the item the documents in the
folder inherits their rights from. The items can be global datasource,
environment, workflow or workflow state. For example, in
ProjectWise Administrator, if users are added
to folder security at the datasource level, these are displayed in the
Users list (untitled) in the security tab
when creating a new folder.
|
| Users list (untitled)
|
Displays the users, groups, and/or user lists who
have security set for the selected security type.
|
| Permissions list (untitled)
|
Displays the document security permissions of the
selected user, group, or user list. Click a permission in the list to turn it
on or off.
|
| Add
|
Opens the Select Security Objects dialog, which is
used to add users, groups, and/or user lists to the Users list.
|
| Remove
|
Removes the selected users, groups, and/or user lists
from the Users list.
|
Audit Trail
tab
Contains controls that allow you to define the criteria
for generating activity reports for folders, running audit trail reports, and
viewing and printing the finished reports.
| Setting | Description |
|---|
| Customize
|
Opens the Customize Report dialog, which is used to
customize the contents and layout of a report.
|
| Save
|
Saves the report either in the current format or the
format that you just customized.
|
| Print
|
Opens the Print dialog to print the report.
|
