ProjectWise Administrator Help

Adding Datasource Connections to ProjectWise Web View

ProjectWise Web View is technically not one of the ProjectWise 365 Services (which are project-based), but is a Bentley cloud service that provides ProjectWise Design Integration users with secure, read-only web access to their ProjectWise datasources. ProjectWise Web View is intended for users who do not need to create, edit, or review documents, but rather only need to view or download documents for informational purposes. Any user with an active account in the datasource can log in to the datasource from ProjectWise Web View. The cloud service administrator configures which datasources are available inside ProjectWise Web View.

Datasource Connection Requirements

Creating and using a datasource connection requires the following external configuration:

  1. ProjectWise Design Integration Server

    ProjectWise Design Integration Server (or servers) must be set up and running and your datasource (or datasources) must be fully-configured. See ProjectWise Design Integration Server Configuration.

  2. Bentley IMS Authentication in ProjectWise

    The datasource that you plan to use for your datasource connection must have Bentley IMS authentication / single sign-on enabled:

    1. if you want your users to be able to log in with their Bentley IMS account

      and

    2. so that your users can open Office documents in Office for the web (a user MUST be logged in with a Bentley IMS account in order to be able to open Office documents in Office for the web)
  3. Bentley Web Services Gateway (WSG) and the ProjectWise Plug-in

    Bentley Web Services Gateway and the ProjectWise Plug-in must be set up and running and configured to access the datasources on your ProjectWise Design Integration Server (or servers). See Deploying the ProjectWise Plug-in for Bentley Web Services Gateway.

  4. Access to https://ims.bentley.com/

    In order for users to be able to log in with their Bentley IMS account, an outbound rule that allows access to https://ims.bentley.com/ must be added to every firewall between Bentley Web Services Gateway and https://ims.bentley.com/.

  5. CORS Configuration

    Part of setting up Bentley Web Services Gateway (step 3 above) for ProjectWise Web View involves configuring Bentley Web Services Gateway to allow CORS (cross-origin resource sharing) requests coming from ProjectWise Web View and integrated Office for the web. This means that you must enter the URL of each of these services (separate each URL with a comma) when you are deploying Bentley Web Services Gateway (in the deployment wizard):

    For this service Enter this URL Purpose
    ProjectWise Web View https://connect-projectwisewebview.bentley.com

    The ProjectWise Web View URL is required to create datasource connections. When this is configured correctly and you go to ProjectWise Web View and click Datasources > Manage Connections > New Connection and enter your deployed Bentley Web Services Gateway address in the Server URL field, it will validate the address and give you a list of datasources that Bentley Web Services Gateway has access to. If your deployment is NOT configured to allow CORS requests from ProjectWise Web View, then when you enter your deployed Bentley Web Services Gateway address in the Server URL field, it will not be able to validate the address and will not give you a list of datasources.

    integrated Office for the web https://connect-mswopiclient.bentley.com Required to open Office documents in Office for the web (users will get an error when they try to open an Office document from ProjectWise Web View, if this is not configured).

    If you have already deployed Bentley Web Services Gateway and the ProjectWise plug-in and you need to add these URLs, you can either manually edit the web.config file for this deployment, or can just redeploy Bentley Web Services Gateway (recommended) to the same website and append these URLs to the list of allowed URLs when you get to that page of the deployment wizard. For example:

    https://connect-projectwisewebview.bentley.com,https://connect-mswopiclient.bentley.com

    These other configurations are recommended, but can be skipped if you do not need the feature:

  6. Bentley Web Services Gateway must be public facing, if your users need to open Office documents in Office for the web.
Note: Consult your IT department if needed, about making Bentley Web Services Gateway public facing.

Requirements for Opening Office Documents

In order for a user to be able to open Office documents in Office for the web, the following must ALL be true:

  • Bentley IMS authentication / single sign-on must be enabled in the ProjectWise datasource
  • Bentley Web Services Gateway must have access to https://ims.bentley.com
  • Bentley Web Services Gateway must be configured to allow CORS requests from this integrated Office for the web URL: https://connect-mswopiclient.bentley.com
  • Bentley Web Services Gateway must be public facing
  • The user opening the Office document must be logged in to the datasource connection with a Bentley IMS account
  • The user must have a Microsoft Office 365 subscription

Creating a Datasource Connection

  1. Go to the CONNECT Center (https://connect.bentley.com/).
  2. Click the ProjectWise Web View tile to enter ProjectWise Web View.
  3. Click the Datasources icon (upper left) to expand the Connections tab.
  4. After the last connection in the list, click Manage Connections.
  5. At the top of the Manage ProjectWise Connections page, click New Connection.
  6. In the Create New Connection window, configure the following:
    1. Connection Name - Enter a name for the connection.
    2. Server URL - Enter the URL address of where Bentley Web Services Gateway is deployed (for example, https://<server_name>/ws), where <server_name> is the name of the computer on which Bentley Web Services Gateway is installed (for example, maestrovm1.bentley.com), and ws is the name that was given to the virtual directory that Bentley Web Services Gateway and the ProjectWise plug-in were deployed to.
    3. Get Datasource - Click Get Datasource after you enter the Bentley Web Services Gateway address. This populates the Datasource list mentioned in the next step.
    4. Datasource - Select the datasource that you want to make a connection to
    5. Description - (Optional) Enter a description of this connection. The name of the datasource is used as the description if no description is entered.
    6. When finished, click Connect.