Getting Started in ProjectWise Administrator
To Open ProjectWise Administrator
Displaying Servers and Datasources
Signing In to Bentley and Logging In to Datasources
Datasource Icons
Using the Microsoft Management Console (MMC)
Datasource Management
Defining ProjectWise Applications
Application Concepts
Manually Configuring the List of Applications
Configuring Application Action Associations
Setting a Default Generic File Viewer
Exporting, Editing, and Importing Application Definitions
Deleting User-Defined Program Associations
Adding Revit Applications to Your Datasource
Creating Departments
Setting Up Views
Configuring Audit Trail
Selecting Which Actions to Record in Audit Trail
List of Audit Trail Logging Options
Truncating Audit Trail Records
To Allow Old Audit Trail Records To Be Moved To a Secondary Audit Trail Table
To Indefinitely Keep All Audit Trail Records of a Specific Type
To Specify How Long To Keep Audit Trail Records of a Specific Type Before They Are Deleted or Moved to a Secondary Audit Trail Table
To Specify How Many Audit Trail Records of a Specific Type To Keep Before the Oldest Records Are Deleted or Moved to a Secondary Audit Trail Table
Using Audit Trail Truncation in Load-balanced Configurations
Recording Revit Workflows in Audit Trail
Enabling Streaming for Point Cloud and Raster References
To Enable Streaming at the Server Level
To Enable Streaming Per Datasource
MIME Type Properties Dialog
Datasource Properties, Settings, and Statistics
To View the Properties of a Datasource
To Change the Name or Display Name of a Datasource
Modifying Default Datasource Settings
Changing the Default Icons
To Update the User Name and Password of the Database Account Used to Connect to the Database
Working with Datasource Statistics
ProjectWise Access Control
Access Control Concepts
Workflow-based and Object-based Security
Access Control Security Permissions
Setting Security Permissions
Setting Granular Security in ProjectWise Administrator
Enabling the Deleted Items Folder
Changing the Default Virtual Drive Letter for Revit Integration
Deleting a Datasource
User Management
User Account Setup Requirements
Enabling Authentication Types
Registering Domains and Identity Providers
Default User Settings
Manually Creating Users and Configuring Login Credentials
Creating a Service Account with Non-Expiring Credentials
Dynamic Creation of ProjectWise Accounts Using Bentley IMS
Automatic Synchronization of ProjectWise Accounts using Bentley IMS
Managing Existing Accounts
Copying or Moving User Accounts
Changing a User's General Properties and User Settings
Disabling and Deleting User Accounts
Domain Migration Support
Managing Groups
Synchronizing a ProjectWise Group with a Bentley IMS Group
Managing User Lists
How Usage Billing is Determined
Managing Group and List Membership and Ownership
To Auto-Select Users Under the Users Node Who Are Members of a Specific Group or User List
To Open the User / Group Management Dialog
Using the User / Group Management Dialog to Manage a User's Membership in Groups and/or User Lists
Using the User / Group Management Dialog to Manage Group Members, or Membership in Other User Lists
Using the User / Group Management Dialog to Manage User List Members, or Membership in Other User Lists
Using the User / Group Management Dialog to Manage Group and User List Ownership
Searching in the User / Group Management Dialog
Using the User Properties Dialog to Manage Which Groups and User Lists an Individual User is a Member or Owner of
Using the Group Properties Dialog To Manage Group Members and Owners, or Group Membership in User Lists
Using the User List Properties Dialog To Manage User List Members and Owners, or User List Membership in Other User Lists
Licensing
To Set Licensing and Entitlement for a User
How Usage Billing is Determined
To Set Licensing Owner Organization
Environments, Attributes, and Interfaces
Creating Environments
To Copy or Move an Environment from One Datasource to Another
To Create an Environment with New or Existing Database Tables
To Modify the Properties of an Environment
[Technology Preview] To Set the Default Interface for an Environment
To Delete an Environment
Creating and Adding Attributes
To Create an Environment Attribute
Setting Length Values for Character Data Types
Creating Interfaces
To Copy or Move an Interface from One Datasource to Another
To Create a New Interface
To Delete an Interface
Adding and Arranging Attributes in the Interface
To Add Attributes to an Interface's 'Attributes' Tab
To Change the Attributes Tab Display Layout
To Add Attributes to the 'More Attributes' Tab
Attribute Layout Toolbar
Modifying and Deleting Attributes
Attribute Properties Dialog
Update Conditions
Creating Value Lists
To Create a Value List Based on Fixed Values
To Create a Value List Based on a SQL SELECT Statement
To Create a Value List Based on a Function Within a DLL
To Delete an Attribute from an Environment
Defining Document Codes
Setting Up Document Code Restrictions
To Add a Document Code Restriction Relating to Office GBR and Project EP1, in Which the Range 0001 to 1000 is Available for Use
To Add a Document Code Restriction Relating to Office GBR and Project EP1, in Which the Range 500 to 750 is not Available for Use
To Add a Document Code Restriction Relating to Office GBR and Project EP1, in Which the Range 900 to 1000 is Reserved for a Specific Use
Exporting and Importing Environments
To Export an Environment
To Import an Environment
Defining Work Area Types for Work Areas
To Create a Work Area Type
Creating a New Work Area Property
Adding a Property to a Work Area Type
Editing a Work Area Property
Creating and Assigning Value Lists
To Assign an Existing Pick List to a Property
To Create a Pick List and Assign It to a Property
To Create a Value List Based on a SQL SELECT Statement
Exercise: Limit One Value List Based on the Current Value of Another
Deleting Work Area Properties
Setting the Default Work Area Template Folder
Working with MicroStation Configurations and AutoCAD Profiles
Managed Configurations (MicroStation)
Importing Configurations
To Create Configuration Settings Blocks by Importing Local Configuration Files
To Import Your Workspace Files and Folders into ProjectWise
To Import Data to ProjectWise, Specific to MicroStation Users and Projects
To Remap the Hard-coded Local Paths in the Configuration Settings Blocks with the New ProjectWise Paths
Creating Individual Configuration Settings Blocks
To Create a Configuration Settings Block
To Add a Directive to a Configuration Settings Block
To Add a Configuration Variable to a Configuration Settings Block
Dynamic Work Area Configuration
Assigning Configuration Settings Blocks in ProjectWise Administrator
To Assign a Configuration Settings Block at the Datasource Level, or to One or More Users, Groups, Lists, or Applications
Variables To Exclude from Copy Out
To Add a Variable to the List of Excluded Variables
To Remove a Variable from the List of Excluded Variables
Configuring Workspace Profiles for AutoCAD
Creating Workspace Profiles for MicroStation (legacy)
Attribute Exchange (Title Blocks)
Attribute Exchange Overview
General Attribute Exchange Configuration
When Do Attributes Get Updated?
Exporting and Importing Attribute Mappings
Updating Document Attributes Using the Attribute Bulk Update Tool
Attribute Exchange for MicroStation
Setting Up Attribute Classes for MicroStation Attribute Exchange
Setting Up When MicroStation Documents Get Updated
Attribute Exchange for AutoCAD
Setting Up Attribute Classes for AutoCAD Attribute Exchange
Setting Up When Attributes Are Updated in AutoCAD Documents
Attribute Exchange for Microsoft Office
Setting Up Attribute Classes for Microsoft Office Attribute Exchange
Setting Up When Attributes Are Updated in Excel and Word Documents
Customizing How Attribute Values Are Displayed
Processing Documents Using Orchestration Framework
Running Document Extraction Jobs
To Enable a Document Processor to Perform Extractions
To Set Up an Extraction Schedule
To Manually Start an Extraction
Document Processor Properties Dialog
Configuring File Extension Mappings for a Document Processor
Marking Folders for Reprocessing
Monitoring Document Processor Status in Orchestration Framework Administrator
Supported File Types for Extractions
Language Considerations for Full Text Indexing
Registering a Secondary ProjectWise Integration Server (tail server) as a Full Text Index Server
Changing the Full Text Index Storage Location
Changing the Temporary Folder Where Documents To Be Processed Get Downloaded
Notes for Generating MicroStation Thumbnails
Notes About Full Text Indexing
Workflows, States, and Messaging Agents
Working with Workflows and States
To Create a State
To Associate a Workflow Messaging Agent to a State in a Workflow
To Remove a Workflow Messaging Agent from a State
To Change the Name or Description of a State
To Delete a State
To Create a Workflow
To Add States to a Workflow
To Define the Order of States in a Workflow
To Configure Folder and Document Security Settings for a Workflow
To Configure Folder and Document Security Settings for a State Within a Workflow
To Associate a Messaging Agent to the Workflow
To Change the Name or Description of a Workflow
To Change the Name or Description of a State from Within a Workflow
To Delete a State from a Workflow
To Remove a Messaging Agent from the Workflow
To Delete a Workflow
Setting Up Messaging Agents
To Create a Messaging Agent for Check-ins, Check-outs, Exports, Version Changes, or Server Copy Updates
To Create a Workflow Messaging Agent for Document State Changes
To Copy or Move Messaging Agents from One Datasource to Another
To Modify a Messaging Agent
To Delete a Messaging Agent
Configuring Rules-Based Workflows Through the Rules Engine
Operation Types
Rules Matrix
Action Types
Condition Checks
Workflow Rules Settings
To Import Workflow Rules
Enabling Server-Side Processing
Configuring Rendition Settings for Bentley i-model Composition Server for PDF
Working with Rendition Profile Components
Defining Source File Presentation Settings
Defining Output File Formats
Defining Output File Naming Conventions
Defining Output Destination Folders
To Create an Output Destination Folder Component That Puts Renditions in the Source File Folder
To Create an Output Destination Folder Component That Puts Renditions in a Specified Folder
To Create an Output Destination Folder Component That Puts Renditions in a Relative Folder from the Source File
To Create an Output Destination Folder Component That Puts Renditions in a Relative Folder from the Parent Project
To Modify an Output Destination Folder Component
To Delete an Output Destination Folder Component
Mapping Attributes from Source Documents to Output Documents
To Map Specific Source Attributes to Their Matching Attributes in the Destination Folder
To Automatically Map All Source Attributes That Have Matching Attributes in the Destination Folder
Attribute Mapping Tips
Distributing Source Files
Using Variables in Rendition Profile Components
To Add a Variable in a Rendition Profile Component
Working with Rendition Profiles (for ProjectWise Explorer Jobs Only)
Exporting and Importing Rendition Profiles and Rendition Profile Components
To Export Rendition Profiles and/or Rendition Profile Components from ProjectWise Administrator
To Import Rendition Profiles and Rendition Profile Components from ProjectWise Administrator
To Remap the Path to a Design Script or Pen Table in a Settings File After Importing It into a New Datasource
Spatial Management
Working with Coordinate Systems
To Add a Coordinate System from the Dictionary
To Add a Local Coordinate System
To Add Custom Coordinate Systems
To Mark a Coordinate System as the Reference Coordinate System
To Rename a Coordinate System's Alias
To Delete a Coordinate System
Symbology for Spatial Locations
To Modify the Default Symbology
Spatial View Editor Dialog
Associating Applications to Spatial Scanners
To Associate an Application to a Scanner
To Unassociate an Application with a Scanner
Managing Storage Areas
Caching Copies of Remote Files on Local Servers
File Caching Overview
How Remote Files Get into a Local Server's Cache
File Downloads
File Uploads
Pre-populating Caches
Configuring Servers to Enable File Caching
[Cache]
To Configure the [Cache] Section to Enable Caching on This Computer
[Gateway]
[Routing]
Additional Configuration to Use a Gateway Service for File Caching
Pre-Populating the Cache (fetchfiles)
fetchfiles Options
Example A: ProjectWise Integration Server + storage + cache | ProjectWise Caching Server + storage + cache
Example B: Integration Server + storage + cache | Caching Server1 + storage + cache | Caching Server2 + storage
Example C: Integration Server + storage | Gateway Service + cache | Caching Server + storage + cache
Server Management
Starting the Server in the Services Window
Updating Server Passwords
To Update the Password for the Archive File Share
Viewing Server Properties in ProjectWise Administrator
Running the Server in Secure Mode
Preventing Connections to a Server or Datasource Using Deny Lists
Modifying Server Connection Timeout Settings
Setting Whether the Server Can Publish Datasources or Only Links to Datasources
Configuring ProjectWise Gateway Service To Provide Storage Area Services
Server Performance Monitoring
Writing ProjectWise Performance Counters to a Log
Configuring ProjectWise Performance Counters Through a Remote Desktop Connection
Network Load Balancing and Cluster Server Support
Server Configuration Settings (DMSKRNL.CFG)
Section Defines System Process Settings
Section Defines Global Authentication Settings
Section Defines Broadcasting Settings (UDP connections)
Section Defines Listening Settings (TCP connections)
Section Defines Trusted Servers for Login Delegation and Non-expiring Logins
Section Defines ODS Server Settings
Section Defines General Server Configuration Information
Section Provides Database Configuration
Configurations for Advanced File Services
Section Provides User Customized Modules
Section Provides Additional Name Resolution Information to the ProjectWise Integration Server Itself
Section Provides Additional Name Resolution Information to ProjectWise Explorer Clients
Section Provides Gateway Configuration to this Server
Section Provides Routing Configuration to this Server
Section Provides Caching Configuration
Section Provides Services Configuration
Section Provides Delta File Transfer Configuration
Section Defines Allowable Locations for Storage Areas
List of Datasources and Their Specific Settings (not labeled)
Delta File Transfer (DFT)
ProjectWise Administrator Reference
Servers
Server Properties dialog
Datasources
New Datasource Wizard
Datasource Properties Dialog
Datasource Properties Dialog - Settings Tab (Datasource Settings)
Coordinate Systems
Symbologies
Spatial Metadata Scanners
Renditions
Renditions > Rendition Profiles
Rendition Profile Dialog
Renditions > Rendition Profile Components
Renditions > Rendition Profile Components > Source File Presentation Settings
Source File Presentation Settings Dialog
Add Symbol Dialog
Renditions > Rendition Profile Components > Output File Formats
Output File Formats Dialog
Format Dialog
Renditions > Rendition Profile Components > Output File Naming Conventions
Output File Naming Convention Dialog
Renditions > Rendition Profile Components > Output Destination Folders
Output Destination Folder Dialog
Attribute Mapping Dialog
Source Distribution Dialog
Rules Engine
Rules Engine Properties dialog
Messaging Services
New Messaging Agent Wizard
WorkSpaces
WorkSpaces > Managed
WorkSpaces > Workspace Profiles
WorkSpace Profile Properties Dialog
Work Area Types
Applications
Application Properties Dialog
Create Association / Modify Action Properties Dialog
Departments
Department Properties dialog
States
State Properties Dialog
Workflow and Workflow Agent dialog
Workflows
Workflow Properties dialog
Storage areas
Storage Area Properties Dialog
Views
File Streaming
Environments
New Environment Wizard
New Column Properties Dialog
Environment Properties Dialog
New Restriction Properties Dialog
Interfaces
Interface Properties Dialog
Users
Users Properties Dialog
User Properties Dialog
User Properties Dialog > Settings Tab
Define a Format Dialog
Groups
Group Properties dialog
User Lists
User List Properties dialog
Identity Providers
Identity Provider Properties dialog
Windows Domains
Windows Domain Properties dialog
User Synchronization Profiles
Profile Properties dialog
Windows Security System
Attribute Exchange Rules
Attribute Exchange Rules > AutoCAD Title Blocks
Attribute Exchange Rules > Microsoft Office Attribute Support
Attribute Exchange Rules > MicroStation Title Blocks
Document Processors
Document Processors > Full Text Indexing
Document Processors > Thumbnail Extraction
Document Processors > File Property Extraction
Registered Full Text Index Servers
Troubleshooting
ProjectWise Integration Server Notes
Extractions
Full Text Indexing and Searches
Thumbnail Image Extractions
File Properties Extractions
SQL Server 8k Character Limit
System Variable $DATE$ Does Not Work with British SQL Server
Editing the DMSKRNL.CFG file When AntiVirus Is Running
ProjectWise Administrator Notes
Invalid Characters for Datasource Names