The basic steps that are required to enable ProjectWise Project Insights and gather ProjectWise Design Integration data are simple and easy to do. However, the level of value that you get out of ProjectWise Project Insights depends on how much care and attention you put into the details of configuring the dashboard to display exactly the information you want, and nothing you don't want.

All of the configuration for ProjectWise Project Insights really centers around addressing this one question:

• What specific information about your documents do you want to display in the ProjectWise Project Insights portal of your ProjectWise project?

It is expected that your overall configuration will undergo several revisions until you achieve the results you are expecting in the dashboard. The initial uploading of data from the ProjectWise database to the ProjectWise Project Insights portal might take a while depending on the amount of data being uploaded. Finally, it may take a while (up to 24 hours) for ProjectWise Project Insights to reconfigure the display of the dashboard reports whenever you change attribute-related settings in the dashboard.

These are the basic configuration steps:

1. Download and install ProjectWise Analytics Data Upload Service.
2. Use the ProjectWise Analytics Data Source Administrator application to connect to the ProjectWise database whose data you want to upload to ProjectWise Project Insights.

   This establishes a data pipeline between your ProjectWise database/datasource and the ProjectWise Project Insights service. At this point, no data is uploaded yet, because the Upload Service does not yet know which specific work area in the specified database/datasource to upload data from, or which ProjectWise project to upload data to.

   Important: The step of configuring a database connection only needs to be done once per database/datasource. If you have a Bentley-hosted deployment of ProjectWise, this step will be done by the Bentley Managed Services team. If you have a local (on-premise) deployment of ProjectWise, then this step should be done by your database administrator. It can be done on any computer, as long as you can make a connection to the ProjectWise database from that computer.
3. Turn on ProjectWise Project Insights in your ProjectWise project.
4. Associate a work area (from the ProjectWise datasource / database identified in step 2) to the ProjectWise project (identified in step 3) where you turned on ProjectWise Project Insights.

   This tells the Upload Service which work area in the datasource to upload data from, and which project in the cloud to upload the data to.

5. Go to the ProjectWise Project Insights portal of your ProjectWise project and configure dashboard settings to define how uploaded data is displayed.

   In the dashboard settings you will select which ProjectWise document attributes you want to use to group documents by in the dashboard reports.