ProjectWise Explorer Help

Logging In and Out of Datasources

To access the documents in a datasource, you need to log in to the datasource using the user name and password of the account your administrator has set up for you. Contact your administrator if you need access to a datasource.

When log in is successful, your ProjectWise user name appears to the right of the datasource, and the datasource's icon changes to the Active icon. If you log in to multiple datasources, your user name will appear next to them all, however, only the datasource you are working in will display the Active icon (the rest will display the Open icon).

CAUTION: Multiple users should never share the same physical working directory, as it can cause problems with check outs and exports.

Logging In

  1. Initiate log-in using one of these methods:
    • Select a datasource and select Datasource > Log in.
    • Select a datasource and select Datasource > Log in as only available if Windows or Bentley IMS single sign-on is enabled for this datasource.
    • Right-click a datasource and select Log in.
    • Right-click a datasource and select Log in as (only available if Windows or Bentley IMS single sign-on is enabled for this datasource).
    • Double-click a datasource.

    If needed, the ProjectWise Log in dialog opens.

    (This dialog is skipped if using auto-login.)



  2. Log in with your ProjectWise user account credentials.
    1. To manually enter the credentials of your user account (can be a logical account or a Windows account):
      1. Set Authentication to ProjectWise.
      2. Enter your User Name and Password.

        Password is case-sensitive.

      3. Click Log in.
    2. To use your Windows credentials:
      1. Set Authentication to ProjectWise.
      2. Turn on Use Windows Single Sign-On for authentication.
      3. Click Log in.
      Note: This option is only available if Windows single sign-on is enabled for this datasource.
    3. To use your Bentley credentials:
      1. Click the CONNECTION client button.

        This signs you in on your computer with your Bentley Cloud Services credentials.

        This button does not appear if you have already signed in through the CONNECTION Client.

      2. Set Authentication to Bentley IMS.
      3. Click Log in.
      Note: This option is only available if Bentley IMS authentication is enabled for this datasource.
    Tip: Even if you are not logging in with your Bentley credentials, you should still click the CONNECTION client button (if it appears) before logging in, as this lets you work with ProjectWise cloud projects from ProjectWise Explorer.
  3. Establish your working directory for this datasource.

    The working directory is the folder (local file system, or network) that files are downloaded to when you open, check out, or copy out documents from this datasource.

    The first time you log in, you are prompted to create your working directory folder. This step is required to log in.

    • If your administrator has not defined a default working directory location in your user settings, you are prompted to select where you want to create the working directory.

      In the Browse For Folder dialog, select an existing folder, or create a new folder (click Make New Folder) and select it, then OK.



      or

    • If your administrator has defined a default working directory location in your user settings, you are prompted to create the working directory in that default location.

      Click Yes to create the working directory in the default location (as shown in the dialog), or click No to open the Browse For Folder dialog and select where you want to create the working directory.

    Tip: You will not be prompted about the working directory on subsequent logins, unless you rename, move, or delete the working directory, or unless you log in to the same datasource but on a different computer for the first time.

Once you establish the working directory, you are finally logged in.



Bypassing Automatic Login

When Windows or Bentley IMS single-sign on is enabled, there may be times when you need to bypass automatic log in, in order to log in with another account, such as an administrative account.

  1. Right-click a datasource and select Log in as.
  2. Set Authentication to ProjectWise.
  3. Enter your User Name and Password.

    Password is case-sensitive.

  4. Click Log in.

Logging Out

  • Select a datasource and select Datasource > Log out.

    or

  • Right-click a datasource and select Log out.

    or

  • Exit ProjectWise Explorer — this logs you out of all datasources you are logged in to on this computer.