ProjectWise Design Integration Readme

Release Notes

ProjectWise Explorer Installation Notes

  1. As a rule, ProjectWise does not support running ProjectWise applications from different versions on the same computer, and this release is no different. Specifically, please do not try to install ProjectWise Administrator CONNECT Edition Update 3.2 on a computer where ProjectWise Explorer CONNECT Edition Update 3.1 or earlier is also installed. Running two different versions of these particular applications on the same computer is known to cause unexpected and potentially unwanted behaviors.
  2. The Modify feature of the ProjectWise Explorer installer has been fixed. This means that you no longer have to completely uninstall and then reinstall in order to change what features are installed.
  3. If you need to install ProjectWise Explorer with AutoCAD 2016 integration, it is recommended that you launch the ProjectWise Explorer installer by double-clicking the Setup_ProjectWise_Explorerx64_10.00.03.2xx.exe file, rather than launching it from a command prompt, which may cause the installation to fail.
  4. If you have ProjectWise Explorer CONNECT Edition Update 2 or later installed along with the standalone ProjectWise Integration Module for AutoCAD 2018 (10.00.02.526), make sure you manually uninstall this integration module first before you upgrade your ProjectWise Explorer installation to the current version (which also includes AutoCAD 2018 integration).
  5. If you have ProjectWise Explorer installed with Office integration and you want to upgrade your version of Office, it is recommended that you uninstall ProjectWise Explorer and Office integration first, then upgrade to Office 365, then install the current ProjectWise Explorer with Office integration.

Compatibility with Previous Versions

Depending on the version you are upgrading from, you may still be able to use your older client with the new server, or your new client with an older server.

ProjectWise Design Integration Server CONNECT Edition Update 3.2 R4 supports connections from:

  • ProjectWise Administrator CONNECT Edition Update 3.4 (10.00.03.434)
  • ProjectWise Administrator CONNECT Edition Update 3.3 R2 (10.00.03.334)
  • ProjectWise Administrator CONNECT Edition Update 3.3 (10.00.03.329)
  • ProjectWise Administrator CONNECT Edition Update 3.2 R4 (10.00.03.299)
  • ProjectWise Administrator CONNECT Edition Update 3.2 R4 (10.00.03.298)
  • ProjectWise Administrator CONNECT Edition Update 3.2 R3 (10.00.03.280)
  • ProjectWise Administrator CONNECT Edition Update 3.2 R2 (10.00.03.271)
  • ProjectWise Explorer CONNECT Edition Update 3.4 (10.00.03.434)
  • ProjectWise Explorer CONNECT Edition Update 3.3 R2 (10.00.03.336)
  • ProjectWise Explorer CONNECT Edition Update 3.3 R2 (10.00.03.334)
  • ProjectWise Explorer CONNECT Edition Update 3.3 (10.00.03.329)
  • ProjectWise Explorer CONNECT Edition Update 3.2 R4 (10.00.03.299)
  • ProjectWise Explorer CONNECT Edition Update 3.2 R4 (10.00.03.298)
  • ProjectWise Explorer CONNECT Edition Update 3.2 R3 (10.00.03.280)
  • ProjectWise Explorer CONNECT Edition Update 3.2 R2 (10.00.03.271)
  • ProjectWise Explorer CONNECT Edition Update 3.2 (10.00.03.262)
  • ProjectWise Explorer CONNECT Edition Update 3.1 R2 (10.00.03.167)
  • ProjectWise Explorer CONNECT Edition Update 3.1 (10.00.03.140)
  • ProjectWise Explorer CONNECT Edition Update 3 (10.00.03.49)
  • ProjectWise Explorer CONNECT Edition Update 2.3 (10.00.02.320)
  • ProjectWise Explorer CONNECT Edition Update 2.2 (10.00.02.265)
  • ProjectWise Explorer CONNECT Edition Update 2.1 (10.00.02.203)
  • ProjectWise Explorer CONNECT Edition Update 2 (10.00.02.96)
  • ProjectWise Explorer CONNECT Edition Update 1.2 (10.00.01.71)
  • ProjectWise Explorer CONNECT Edition Update 1.1 (10.00.01.67)
  • ProjectWise Explorer CONNECT Edition Update 1 (10.00.01.25)
  • ProjectWise Explorer CONNECT Edition (10.00.00.20)
  • ProjectWise Explorer V8i (SELECTseries 4) (08.11.11.590)
  • ProjectWise Explorer V8i (SELECTseries 3) (08.11.09.122)
  • ProjectWise Explorer V8i (SELECTseries 2) (08.11.07.443)
  • ProjectWise Explorer V8i (SELECTseries 1) (08.11.07.133)
  • ProjectWise Explorer V8i (08.11.05.63)
  • ProjectWise Caching Server CONNECT Edition Update 3.2 R4 (10.00.03.299)
  • ProjectWise Caching Server CONNECT Edition Update 3.2 R4 (10.00.03.298)
  • ProjectWise Caching Server CONNECT Edition Update 3.2 R3 (10.00.03.280)
  • ProjectWise Caching Server CONNECT Edition Update 3.2 R2 (10.00.03.271)
  • ProjectWise Caching Server CONNECT Edition Update 3.2 (10.00.03.262)
  • ProjectWise Caching Server CONNECT Edition Update 3.1 (10.00.03.140)
  • ProjectWise Caching Server CONNECT Edition Update 3 (10.00.03.49)
  • ProjectWise Caching Server CONNECT Edition Update 2.2 (10.00.02.265)
  • ProjectWise Caching Server CONNECT Edition Update 2 (10.00.02.96)
  • ProjectWise Caching Server CONNECT Edition Update 1.1 (10.00.01.67)
  • ProjectWise Caching Server CONNECT Edition Update 1 (10.00.01.25)
  • ProjectWise Caching Server V8i (SELECTseries 4) (08.11.11.590)
  • ProjectWise Web Server V8i (SELECTseries 4) (08.11.11.590 or later)

ProjectWise Explorer CONNECT Edition Update 3.2 through 3.2 R4 can connect to:

  • ProjectWise Design Integration Server CONNECT Edition Update 3.2 R4 (10.00.03.299)
  • ProjectWise Design Integration Server CONNECT Edition Update 3.2 R4 (10.00.03.298)
  • ProjectWise Design Integration Server CONNECT Edition Update 3.2 R3 (10.00.03.280)
  • ProjectWise Design Integration Server CONNECT Edition Update 3.2 R2 (10.00.03.271)
  • ProjectWise Design Integration Server CONNECT Edition Update 3.2 (10.00.03.262)
  • ProjectWise Design Integration Server CONNECT Edition Update 3.1 (10.00.03.140)
  • ProjectWise Design Integration Server CONNECT Edition Update 3 (10.00.03.49)
  • ProjectWise Design Integration Server CONNECT Edition Update 2.2 (10.00.02.265)
  • ProjectWise Design Integration Server CONNECT Edition Update 2 (10.00.02.96)
  • ProjectWise Design Integration Server CONNECT Edition Update 1.1 (10.00.01.67)
  • ProjectWise Design Integration Server CONNECT Edition Update 1 (10.00.01.25)
  • ProjectWise Integration Server V8i (SELECTseries 4) (08.11.11.590)
Important: The version of ProjectWise Administrator that you use normally needs to be the same version as the ProjectWise Design Integration Server, however, you CAN also use ProjectWise Administrator from CONNECT Edition Update 3.3 or 3.4 with ProjectWise Design Integration Server from CONNECT Edition Update 3.2 (R2/10.00.03.271 or later), as long as they are installed on separate computers.

All ProjectWise applications on a single computer must be of the same release version. For example, you cannot have applications from both ProjectWise CONNECT Edition Update 3.2 and Update 3.1 installed on the same computer.

Installing ProjectWise Explorer from a Command Prompt (silent install)

You can install ProjectWise Explorer silently from a command prompt instead of using the installation wizard.

The basic silent installation command (without any extra instructions) installs the default feature set to the default installation location, just like the installation wizard would. With additional instructions you can customize which features get installed, change the default installation location, or change the location of the log file. You can also silently uninstall ProjectWise Explorer from the command prompt.

When you install ProjectWise Explorer using the wizard, many features are selected to be installed by default. When you install ProjectWise Explorer silently from a command prompt using the basic installation command, these same features will be installed by default.

For example:

"C:\PW_installs\Setup_ProjectWise_Explorerx64_10.00.03.270.exe" -silent

To find out which features you can include in your installation, open a command prompt with elevated privileges (run as administrator) and then enter the following command:

"C:\PW_installs\Setup_ProjectWise_Explorerx64_10.00.03.270.exe" ExportCliArgs=C:\PW_installs\FeatureIDTree.txt

This creates a file called FeatureIDTree.txt in the specified folder which contains a list of all the features and delivered integration modules that can potentially be installed through the ProjectWise Explorer installer. Open this file in a text editor and review which features you want to include in your installation command. Items with an asterisk * next to them (for example, ProjectWiseExplorerPackage*) are required features that will always be installed and therefore do not need to be specified in the command.

Use the ADDLOCAL property in your installation command if you need to install a custom set of features (that is, a different set of features than are normally installed when using the basic installation command). When specifying which features to install, you must separate each feature by a comma. Any feature that is not explicitly specified after the ADDLOCAL property will not be installed, even if that feature is normally installed by default when using the basic installation command.

If you specify to install a feature that has subfeatures and you want to exclude (not install) one of the subfeatures, then you must also use the REMOVE property to specify which subfeature you do not want to install.

For example:

"C:\PW_installs\Setup_ProjectWise_Explorerx64_10.00.03.270.exe" 
ADDLOCAL=ProjectWiseExplorerPackage_DocumentCreationWizard,
ProjectWiseExplorerPackage_WorkflowRulesEngine,
DgnNavigatorControlAx,
Office2016
REMOVE=Office2016_PROJECT_2016_X64 -silent

This command installs ProjectWise Explorer, the Document Creation Wizard, the Workflow Rules Engine, the DGN Navigator Control, and integration for all installed Office 365 (2019/2016) applications except for 64-bit Microsoft Project.

Tip: You can always test your installation configuration by running your custom command without the -silent argument. This will open the installation wizard and show which features your command has turned on or off, on the Select feature to install page. If this page shows what you are expecting, then you can assume that running the same command with the -silent argument will install everything you instructed it to install.

Use the following command to change the default installation locations:

"C:\PW_installs\Setup_ProjectWise_Explorerx64_10.00.03.270.exe" 
PWE_INSTALLDIR="C:\ProjectWise\ProjectWise Explorer (x86)" 
PWE_INSTALLDIR64="C:\ProjectWise\ProjectWise Explorer (x64)" -silent
Note: You will not be able to change the default installation locations if another application from this release is already installed.

Use the following command to change the location of the log file:

"C:\PW_installs\Setup_ProjectWise_Explorerx64_10.00.03.270.exe" -log "C:\PW_installs\pweinstall.log" -silent

If you do not specify a location for the log file (that is, if you do not add the -log argument to the command), the installation log file will be saved by default to C:\Users\<user.name>\AppData\Local\Temp\ProjectWise_Explorer_CONNECT_Edition_<datetime>.log.

Use the following command to uninstall ProjectWise Explorer silently:

"C:\PW_installs\Setup_ProjectWise_Explorerx64_10.00.03.270.exe" -uninstall -silent

Directory Structure

Most ProjectWise applications are 64-bit, but some are still 32-bit.

The default installation location for 64-bit ProjectWise applications on a 64-bit operating system is:

  • C:\Program Files\Bentley\ProjectWise

The default installation location for 32-bit ProjectWise applications on a 64-bit operating system is:

  • C:\Program Files (x86)\Bentley\ProjectWise

ProjectWise Orchestration Framework Service is a 64-bit application whose default installation location is:

  • C:\Program Files\Bentley\OrchestrationFramework

ProjectWise Explorer delivers both 64-bit and 32-bit components:

  • The 64-bit components of the application are installed to C:\Program Files\Bentley\ProjectWise by default
  • The 32-bit components of the application are installed to C:\Program Files (x86)\Bentley\ProjectWise by default
Important: DO NOT install 64-bit and 32-bit items to the same location, as this will cause problems.

Use the Latest CONNECTION Client

The CONNECTION Client checks the Bentley Software Downloads website to see if there are any updates available for the Bentley applications that you currently have installed (including the CONNECTION Client itself), and then lets you decide which applications to update, and when you want to update them.

ProjectWise also relies on the CONNECTION Client for several workflows, including logging in to datasources with your Bentley IMS account, associating work areas to ProjectWise projects, and publishing to ProjectWise Share from Revit.

Bentley updates the CONNECTION Client frequently, and it is recommended that you update to the latest version of the CONNECTION Client whenever possible. Recent older versions of the CONNECTION Client should be OK to use in most cases, however it could cause problems in some workflows. For example, publishing to ProjectWise Share from Revit requires the latest version of the CONNECTION Client.

Thumbnail Image and File Properties Extractions on PDFs

Due to issues with Adobe Reader, extraction of thumbnail images and file properties from PDFs is currently not supported.

Standalone ProjectWise Indexing Service

The standalone ProjectWise Indexing Service is no longer delivered with ProjectWise Server Setups. If you are currently using a standalone ProjectWise Indexing Service from a previous CONNECT Edition release, you can continue to use it with this release. Otherwise, if you want to perform text extractions and host the catalog on a computer other than the main ProjectWise Design Integration Server, install a copy of ProjectWise Design Integration Server on a second computer and set up a head / tail server configuration. See the ProjectWise Implementation Guide for details.

ProjectWise Web Server

ProjectWise Web Server is no longer delivered.

Using ProjectWise Deliverables Management and Bentley Transmittal Services in the Same Project

ProjectWise Deliverables Management is the replacement product for Bentley Transmittal Services. While you cannot upgrade a Transmittals Management project to a Deliverables Management project, you can enable and use Deliverables Management in a ProjectWise project where Transmittals Management is already enabled and in use.

MicroStation Integration

Support for MicroStation CONNECT Edition does not currently include support for scalable reality mesh files (*.3sm).

AutoCAD Integration

  • ProjectWise Explorer delivers basic integration for AutoCAD and all supported AutoCAD-based vertical applications. ProjectWise Explorer also delivers advanced integration for AutoCAD Civil 3D.
  • When installing this integration module, you may get a warning that the installer cannot update certain files in use, because it cannot close the Windows Explorer process. It is safe to ignore this warning and restart your computer when installation is complete. These files will be updated when the computer is restarted.
  • Due to a limitation of the AutoCAD API, when selecting a ProjectWise document from Recent Documents in AutoCAD, the document that was last opened from ProjectWise Explorer opens, rather than the selected document.
  • For AutoCAD Civil 3D, HOOKLESSREPATH mode is now always enabled, and cannot be disabled.

Microsoft Office Integration

  • If using Microsoft Office 365, you must install Office 365 using Click-to-Run. No other installation methods are supported.
  • To avoid any integration complications, it is recommended that you only have one version of Microsoft Office installed.
  • Captive environment is not supported with this integration.
  • In integrated Office applications, the File > Export > Change File Type command (File > Export > Save Project As File in Microsoft Project) is not integrated. (Outlook does not have this command.)
  • In integrated Outlook, the following integrated commands are not working correctly and should be avoided:
    • Send To > Mail Recipient
    • Send To > Mail Recipient As Link
  • In integrated Excel, using the Insert > Object command on the ProjectWise tab may cause Excel to freeze or crash. Uninstalling or disabling Excel's Solver add-in will reduce the occurrence of this issue but may not prevent it in all cases.
  • In integrated PowerPoint and Project, exiting the application when a new document needs to be created will require you to manually close the application after the new document is created.

Adobe InDesign Integration

  • When integration is installed and you want to open an Adobe InDesign document that is stored in ProjectWise, but you want to open it in non-integrated mode, do not use Document > Open With in ProjectWise Explorer. Instead, you must first disable integration from inside Adobe InDesign. When you have checked in the document and you want to go back to working in integrated mode, enable integration again from inside Adobe InDesign.
  • In integrated Adobe InDesign, use Export instead of Save As if you want to save the document to IDML format.
  • " Document modified outside of book " - Various events, including reordering documents in a book, will cause this warning. If you see this warning in a book, it usually just means that the modification time ProjectWise recorded for the document is different than the modification time recorded in the book (and also in the file itself). To resolve this, simply open the file from the book, close it without making changes, and check it in when prompted.

ProjectWise Dependency Service

Dependency Viewer is an option of the ProjectWise Explorer installer. Installing this feature adds a Dependency Viewer tab to the Preview Pane in ProjectWise Explorer, which is used to show relationships or "dependencies" between documents in the datasource. Dependency Service Administrator and Dependency Service authoring capabilities are not available in this release. This means you cannot create custom dependency maps in ProjectWise Explorer. Also, if you have any custom dependency maps created from a previous release, you will not be able to view them.

AutoPLANT Projects

To enable support in ProjectWise for existing AutoPLANT V8i and AutoPLANT XM Edition projects, you must add the variable, LoginTokenUseLegacyCrypto=1, to the ProjectWise Design Integration Server's DMSKRNL.CFG file under the [TeamMate] section.

Logging

To configure logging for edit this file which outputs to
ProjectWise Design Integration Server, ProjectWise Caching Server, or ProjectWise Gateway Service C:\Program Files\Bentley\ProjectWise\bin\dmskrnl.log.xml C:\Users\All Users\AppData\Local\Bentley\Logs\dmskrnl.log
ProjectWise User Synchronization Service C:\Program Files\Bentley\ProjectWise\bin\usersync.log.xml C:\Users\user.name\AppData\Local\Bentley\Logs\usersync.log
ProjectWise Administrator C:\Program Files\Bentley\ProjectWise\bin\pwadmin.log.xml C:\Users\user.name\AppData\Local\Bentley\Logs\pwadmin.log
ProjectWise Explorer C:\Program Files\Bentley\ProjectWise\bin\pwc.log.xml C:\Users\user.name\AppData\Local\Bentley\Logs\pwc.log
integrated MicroStation C:\Program Files\Bentley\ProjectWise\bin\mcm.log.xml C:\Users\user.name\AppData\Local\Bentley\Logs\mcm.log
integrated AutoCAD, integrated Office C:\Program Files\Bentley\ProjectWise\bin\odma.log.xml C:\Users\user.name\AppData\Local\Bentley\Logs\odma.log
ProjectWise Orchestration Framework Service, Bentley i-model Composition Server for PDF, or ProjectWise Design Integration Server's document processors C:\Program Files (x86)\Bentley\OrchestrationFramework\OrchFwrkLogging.config C:\ProgramData\Bentley\Logs\LoggingService.log
Notes:
  • Logging in integrated MicroStation is enabled by default, and is controlled by the configuration variable PW_BSILOG_ENABLE in the MCM.CFG file, which is located in the C:\Program Files\Bentley\ProjectWise\Bin folder.
  • If you need to add appenders for ProjectWise Orchestration Framework Service logging, edit this file: C:\Program Files (x86)\Bentley\LoggingServer\BentleyLoggingServer.exe.config

ProjectWise QuickView

ProjectWise QuickView is no longer delivered with ProjectWise Explorer. You can still use the Document > View option in ProjectWise Explorer, if you have a suitable viewer installed for the selected document. Users who are currently using ProjectWise QuickView from an earlier version of ProjectWise Explorer can continue to use it, but be aware that ProjectWise QuickView has been removed from all versions of ProjectWise Explorer that are available for download on the Bentley Software Fulfillment Center. We apologize for any inconvenience, however we do not expect this to be a major impact on your day-to-day operations in ProjectWise Explorer, as there are many free file viewer applications available for download from the Internet. For your convenience, we have provided a page on Bentley Communities that has links to some common file viewers:

Delivered Product Documentation (Help)

This help file is delivered when you install and contains help about
PWAdministrator.chm ProjectWise Administrator
  • using ProjectWise Administrator
  • using ProjectWise Design Integration Server
  • using ProjectWise Caching Server
  • using ProjectWise Gateway Service
  • using ProjectWise User Synchronization Service
PWExplorer.chm ProjectWise Explorer
  • using ProjectWise Explorer
  • using Spatial tools
  • using Dependency Viewer
  • working in integrated applications
BentleyimodelCompositionServer.chm Bentley i-model Composition Server Administrator (an option of the Bentley i-model Composition Server for PDF installer)
  • using Bentley i-model Composition Server for PDF
  • using Bentley i-model Composition Server Administrator
  • configuring Bentley i-model Composition Server for PDF jobs
PWClassEditor.chm

ProjectWise Class Editor (an option of the ProjectWise Administrator installer)

  • using ProjectWise Class Editor
OFAdministrator.chm

Bentley i-model Composition Server Administrator, ProjectWise Orchestration Framework SDK

  • using ProjectWise Orchestration Framework Service
  • using Orchestration Framework Administrator

Help can be opened:

  • from inside the application (Help > Contents)
  • from the Start page on Windows 8 / Windows Server 2012 or later operating systems (Start > Apps > Bentley > ProjectWise Help)
  • from the Start menu on Windows 7 / Windows Server 2008 (Start > All Programs > Bentley > ProjectWise <version> > Documentation > ProjectWise Help)
Note: In ProjectWise Explorer, selecting Help > Contents now opens the online help on docs.bentley.com. If there is no internet access, the delivered local help (CHM) will open instead.

ProjectWise SDK

ProjectWise Software Development Kit (SDK) is available as a separate download from the Software Fulfillment Center and can be found under " ProjectWise Design Integration ".

Support and Services

TechNotes, FAQs and additional product information can be found in the ProjectWise community on Bentley Communities: https://communities.bentley.com/products/projectwise

Log issues that you encounter with Bentley products using the Service Request Manager: http://apps.bentley.com/srmanager/MySRs