ProjectWise Administrator Help

Adding Users with Bentley IMS Accounts to the Datasource

There are several ways you can create Bentley IMS-based user accounts in the datasource.

Associate an Existing User Account with a Bentley IMS Account

If you would like someone who already has a logical or Windows-based account in the datasource to be able to log in with their Bentley IMS credentials, you can edit their user properties to change their account to be a Bentley IMS-based user account.

  1. ProjectWise Administrator, open the User Properties dialog for the user whose account settings you want to modify.
  2. On the Federated Identity tab, enter the user's identity name, which is the primary email address of the Bentley IMS account.

Manually Create a User That Is Associated with a Bentley IMS Account

When manually creating a new user, set Type to Federated Identity, and on the Federated Identity tab, enter the user's identity name, which is the primary email address of the Bentley IMS account.

See: To Manually Add a Bentley IMS User to the Datasource (create a user with Bentley IMS credentials)

Allow Bentley IMS-based User Accounts to be Created Automatically When the User First Logs In

This is also referred to as the dynamic creation of Bentley IMS-based user accounts in the datasource.

  1. In ProjectWise Administrator, right-click the Users node of your datasource and select Properties.
  2. In the Users Properties dialog, select the Dynamic Creation tab.
  3. In the text field, enter a user identity filter that specifies which organization a Bentley IMS account must belong to, in order for a matching ProjectWise account to be automatically created for them upon first log in.

    Example A:

    organization = "TOOL CO"

    In this example, only Bentley IMS users associated to the "TOOL CO" organization will have matching ProjectWise user accounts created automatically in the datasource the first time they try to log in.

    Example B:

    organization = "TOOL CO"

    OR organization = "ACME CO"

    In this example, only Bentley IMS users associated to either the "TOOL CO" or "ACME CO" organizations will have matching ProjectWise user accounts created automatically in the datasource the first time they try to log in.

In this image, any person whose Bentley IMS account is associated to the organization "Bentley System Inc" will have a Bentley IMS-based account automatically created for them in the datasource the first time they log in to that datasource.

Note: When the datasource setting Federated Identity > Prompt user to associate identity is OFF (default), dynamic account creation as described above is automatic. When the datasource setting is ON, upon first log in the user can choose whether they want to associate their Bentley IMS account with an existing ProjectWise user account, or create a new ProjectWise user account that is associated to their Bentley IMS account.

Automatically Add Bentley IMS Users to the Datasource Through Synchronization

This method lets you add all of the Bentley IMS users in your organization to the datasource in one step, but requires that you first obtain a service identity from Bentley, that has appropriate access to Bentley IMS.

See Synchronizing a Datasource with Bentley IMS.