ProjectWise Administrator Help

Configure or Re-configure Database Connections and Upload Schedules

Important: Before you begin, please be aware of the following if you are upgrading from ProjectWise Project Performance Dashboards:
  • If you have an existing database connection created using a previous version of the ProjectWise Analytics Data Upload Service, it is recommended that after you install the new version of ProjectWise Analytics Data Upload Service, that you re-configure the database connection (select the datasource in the list and click Re-configure) in order to take advantage of performance enhancements and also to re-configure the data collection and upload schedules.
  • The steps to create database connections have not changed for ProjectWise Project Insights, however the setting Upload existing Audit Trail information, which was optional for ProjectWise Project Performance Dashboards, is now required for ProjectWise Project Insights. Specifically, this setting is required in order to display ProjectWise document workflow state change trends in ProjectWise Project Insights. If you have existing database connections where this setting is turned off, you must re-configure the database connection and run through the wizard to turn this setting on.
  • While the ProjectWise Analytics Data Source Administrator lets you create a connection to a Bentley Transmittal Services database, ProjectWise Project Insights does not currently display this data. However, this data will still be uploaded to the old ProjectWise Project Performance Dashboards portal (which you can access from ProjectWise Project Insights) where you can view the data.
  1. Open the ProjectWise Analytics Data Source Administrator window.

    This window opens automatically when you turn on the option to Launch ProjectWise Analytics Data Source Administrator at the end of installation.

    You can also open this window from the desktop by going to Apps > Bentley > ProjectWise Analytics Data Source Administrator.

  2. Click Set account to sign in with your Bentley account.

    After signing in, the Datasource data upload authorization window opens:

  3. Click Allow.
  4. Back in the ProjectWise Analytics Data Source Administrator window, click Add Data Source. This opens the Data upload pipeline configuration wizard, which is used to specify and configure which ProjectWise database and optionally which Bentley Transmittal Services database the upload service will upload data from.
  5. When the wizard opens, click Next.
  6. On the ProjectWise database information page, do the following:
    1. Set Database Type to Microsoft SQL Server or Oracle, depending on which database ProjectWise is using.
    2. Enter the Connection Information of the specific ProjectWise database you want the service to upload data from:

      SQL Server:

      • Database server name - Enter the name of the computer on which the database server is installed. If your SQL Server installation has named instances, enter the name of the computer, followed by a backslash, followed by the SQL Server instance name you want to connect to. For example: computername\SQLServerinstancename
      • Database user name - Enter the name of the database user who has access to the database you want to connect to on the specified database server.
      • Database user password - Enter the password of the specified database user.
      • Database name - Enter the name of the database on the specified database server you want to connect to.

      Oracle:

      • Datasource or TNS Name
      • Database user name - Enter the name of the database user who has access to the database you want to connect to.
      • Database user password - Enter the password of the specified database user.
    3. Upload existing Audit Trail information - Leave this setting on (the default) so that the service can collect ProjectWise audit trail information from this database.
      Note: Only information from the primary audit trail table in the database is collected. Information from any secondary audit trail tables is not collected.
    4. Click Next.
  7. On the Transmittal database information page, do one of the following:

    If you never installed Bentley Transmittal Services, or if you have but do not want to upload data from its database, just click Next.

    or

    Otherwise turn on Transmittal Services V1.0 is configured, enter the Connection Information of the Bentley Transmittal Services database you want the service to upload data from, and click Next.

    Connection Information:

    • Database server name - Enter the name of the computer on which the database server is installed. If your SQL Server installation has named instances, enter the name of the computer, followed by a backslash, followed by the SQL Server instance name you want to connect to. For example: computername\SQLServerinstancename
    • Database user name - Enter the name of the database user who has access to the database you want to connect to on the specified database server.
    • Database user password - Enter the password of the specified database user.
    • Database name - Enter the name of the database on the specified database server you want to connect to.
  8. On the Database schema verification page, do the following:

    When configuring a database for the first time, the database will not yet be instrumented for analytics data collection and you must upgrade the database to continue.

    1. Click the Upgrade link next to Database is instrumented for change collection.
    2. When the Confirm database upgrade dialog opens, click Yes.
    3. Click Next.
  9. On the Scheduled data processing jobs page, configure schedules for running data collection and data upload jobs (these are two separate jobs) and click Next when finished.

    For data collection and data upload, each has a default schedule defined. You can edit the default schedules (select one and click Modify) or use them as is. You can also click Add to define new schedules.

  10. On the Summary page, click Finish.
    The new configuration is added to list of datasources in the ProjectWise Analytics Data Source Administrator window.
  11. Click Add Data Source if you want to connect to more databases, otherwise click Close.

The ProjectWise Analytics Data Upload Service will begin collecting and uploading data to the project for display in the ProjectWise Project Insights portal (as well as the old ProjectWise Project Performance Dashboards portal, until such time that the old portal is discontinued) according to the configured schedules.

Note: Please be aware of the following:
  • After datasource configuration and the first run of the service, the transaction log can fill up quickly.
  • Data upload and processing could take up to a few hours or more depending on the size of your database. Data will not be available in the ProjectWise Project Insights portal until data upload and processing is finished.
Tip: To change a datasource configuration, select the datasource from the list and click Re-configure. This reopens the configuration wizard and lets you change settings and schedules as needed.
Tip: To remove a datasource configuration, select the datasource from the list and click Remove. This removes all the instrumentation that was added to the database when it was upgraded in order to allow for data collection.