ProjectWise Design Integration Readme

Release Notes

What's Delivered in Update 3.3

ProjectWise CONNECT Edition Update 3.3 includes updates for ProjectWise Explorer (Client Setups), ProjectWise Administrator (Admin Setups), and the ProjectWise Plug-in for Bentley Web Services Gateway (WSG).

There is no ProjectWise Server (Server Setups) release for Update 3.3.

The ProjectWise Plug-in for WSG is now a separate download. Bentley Web Services Gateway (a prerequisite of the plug-in) is also available as a separate download.

Note: In future releases, Bentley Web Services Gateway and the ProjectWise Plug-in will no longer be delivered with ProjectWise Server Setups, and will only be available each as a separate download. Also, the version of Bentley Web Services Gateway that is currently available for download is the same version that was delivered with ProjectWise CONNECT Edition Update 3.2. If you do not already have this version of Bentley Web Services Gateway, you can download it from Software Downloads: https://softwaredownloads.bentley.com/en/ProductDetails/2162

ProjectWise Explorer Installation Notes

  1. As a rule, ProjectWise does not support running ProjectWise applications from different versions on the same computer. Specifically, please do not try to install ProjectWise Administrator CONNECT Edition Update 3.3 on a computer where ProjectWise Explorer CONNECT Edition Update 3.2 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_10.00.03.3xx.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 refresh 1 or 2 (10.00.03.271 or .280) supports connections from:

  • ProjectWise Administrator CONNECT Edition Update 3.3 (10.00.03.329)
  • ProjectWise Administrator CONNECT Edition Update 3.2 refresh 2 (10.00.03.280)
  • ProjectWise Administrator CONNECT Edition Update 3.2 refresh 1 (10.00.03.271)
  • ProjectWise Explorer CONNECT Edition Update 3.3 (10.00.03.329)
  • ProjectWise Explorer CONNECT Edition Update 3.2 refresh 2 (10.00.03.280)
  • ProjectWise Explorer CONNECT Edition Update 3.2 refresh 1 (10.00.03.271)
  • ProjectWise Explorer CONNECT Edition Update 3.2 (10.00.03.262)
  • ProjectWise Explorer CONNECT Edition Update 3.1 refresh (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 refresh 2 (10.00.03.280)
  • ProjectWise Caching Server CONNECT Edition Update 3.2 refresh 1 (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 3.3 (10.00.03.329) can connect to:

  • ProjectWise Design Integration Server CONNECT Edition Update 3.2 refresh 2 (10.00.03.280)
  • ProjectWise Design Integration Server CONNECT Edition Update 3.2 refresh 1 (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, but in this case only, you CAN use ProjectWise Administrator from CONNECT Edition Update 3.3 with ProjectWise Design Integration Server from CONNECT Edition Update 3.2 refresh 1 or 2, 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 3.3 and Update 3.2 installed on the same computer.

Installing ProjectWise Explorer from a Command Prompt (silent install)

You can install ProjectWise Explorer silently (without using the wizard) from a command prompt.

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

"path_to_PWEinstaller\Setup_ProjectWise_Explorerx64_10.00.03.3xx.exe" ExportCliArgs=path_to_output\FeatureIDTree.txt

For example:

"C:\PW_installs\Setup_ProjectWise_Explorerx64_10.00.03.329.exe" ExportCliArgs=C:\PW_installs\FeatureIDTree.txt

This creates a file called FeatureIDTree.txt which contains a list of all the features 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.

Features that are normally turned on by default in the wizard do not need to be specified in the installation command unless you want them not to be installed. Likewise, features that are normally turned off by default in the wizard do not need to be specified unless you want them to be installed. If the installer delivers integration for an application you have installed, integration will be turned on for that application by default unless you specify to not install it. Use the ADDLOCAL property in your command to install a feature that is not normally installed by default, or if modifying the installation, to install a feature that was previously not installed. Use the REMOVE property in your command to turn off a feature that is normally installed by default, or if modifying the installation, to uninstall a feature. If you need to install more than one feature, or turn off more than one feature, separate those features in the command with a comma. The feature names are case sensitive and should be typed exactly as they appear in the FeatureIDTree.txt and without the leading dashes (for example, type Office2016 instead of ---Office2016).

Example: Install ProjectWise Explorer silently, with all default features and integration for installed applications:

"C:\PW_installs\Setup_ProjectWise_Explorerx64_10.00.03.329.exe" -silent

Example: Install ProjectWise Explorer silently, and do not install the Document Creation Wizard (which is normally installed by default):

"C:\PW_installs\Setup_ProjectWise_Explorerx64_10.00.03.329.exe" REMOVE=ProjectWiseExplorerPackage_DocumentCreationWizard -silent

Example: Install ProjectWise Explorer silently and do not install Office 365 (2019/2016) integration (assuming Office 365 (2019/2016) is installed), or modify the installation and turn off Office 365 (2019/2016) integration (if it was installed and now you want to turn it off):

"C:\PW_installs\Setup_ProjectWise_Explorerx64_10.00.03.329.exe" REMOVE=Office2016 -silent

Example: Install ProjectWise Explorer silently, and change the default installation locations (if possible) using the PWE_INSTALLDIR and PWE_INSTALLDIR64 properties:

"C:\PW_installs\Setup_ProjectWise_Explorerx64_10.00.03.329.exe" PWE_INSTALLDIR="C:\ProjectWise\ProjectWise Explorer (x86)" PWE_INSTALLDIR64="C:\ProjectWise\ProjectWise Explorer (x64)"
Note: You will not be able to change the default installation locations if another application from this release is already installed.

Example: Modify the ProjectWise Explorer installation, and turn on Office 365 (2019/2016) integration (if it was not installed and now you want it installed):

"C:\PW_installs\Setup_ProjectWise_Explorerx64_10.00.03.329.exe" ADDLOCAL=Office2016 -silent

Example: Install ProjectWise Explorer silently, with the Bentley DGN Navigator Control and the ProjectWise Deliverables Management connector for ProjectWise Explorer (which are both normally turned off by default):

"C:\PW_installs\Setup_ProjectWise_Explorerx64_10.00.03.329.exe" ADDLOCAL=DgnNavigatorControlAx,PWDeliverablesMGTClient -silent

By default, the installation log file is saved to C:\Users\<user.name>\AppData\Local\Temp\ProjectWise_Explorer_CONNECT_Edition_<datetime>.log. You can change where the log file gets saved to by adding the -log argument to your command.

Example: Install ProjectWise Explorer silently, and send the log file to a different folder:

"C:\PW_installs\Setup_ProjectWise_Explorerx64_10.00.03.329.exe" -log "C:\PW_installs\pweinstall.log" -silent

Example: Uninstall ProjectWise Explorer silently:

"C:\PW_installs\Setup_ProjectWise_Explorerx64_10.00.03.329.exe" -uninstall -silent
Tip: Always test your installation configuration by running your 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 silently will install everything you instructed it to install.

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.

Rules Engine Notes

When the Rules Engine is configured to use server-side processing, note the following:

  • Server-side processing requires that your server and ProjectWise Explorer client are both CONNECT Edition Update 3.2 or later. This means the Rules Engine will NOT use server-side processing if either your server or ProjectWise Explorer client is from a version prior to CONNECT Edition Update 3.2, even if server-side processing is enabled.
  • The super user and rollback user are NOT used when the Rules Engine is using server-side processing.
  • Update_TB issues:
    1. The Update_TB command does not work on older Microsoft Office document formats (.DOC and .XLS) when using server-side processing.
    2. When server-side processing applies the Update_TB command on a Microsoft Office document, the document is updated with the latest title block data, but when you open the document, the fields that actually display the title block data will still show the old data because those fields are not automatically updated. The user will have to manually update the title block fields after they open the document. This is a Microsoft issue and has nothing to do with ProjectWise.

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.

Old ProjectWise Web Server vs New ProjectWise Web and ProjectWise Web View Cloud Services

ProjectWise Web Server is no longer delivered, however existing deployments of ProjectWise Web Server from V8i (SELECTseries 4) are still supported with this release (at the time of this writing).

If you need web-based access to ProjectWise datasources, consider using ProjectWise Web or ProjectWise Web View. Both of these Bentley cloud services are available in the CONNECT Center. ProjectWise Web provides secure, web-based access to selected ProjectWise work areas, and ProjectWise Web View provides secure, read-only web-based access to selected ProjectWise datasources.

To get to ProjectWise Web, go to the CONNECT Center (https://connect.bentley.com), then open your ProjectWise project and click the ProjectWise Web Connections tile. You can also just go directly to https://connect-projectwisewac.bentley.com and then select which ProjectWise project you want to enter.

To get to ProjectWise Web View, go to the CONNECT Center (https://connect.bentley.com) and click the ProjectWise Web View tile. You can also just paste this URL in your browser: https://connect-projectwisewebview.bentley.com/

Note: Both of these cloud services require a Bentley Web Services Gateway deployment with the ProjectWise Plug-in for Bentley Web Services Gateway. See the ProjectWise Implementation Guide for details about installing and configuring Bentley Web Services Gateway for these services.

ProjectWise Deliverables Management and Bentley Transmittal Services

ProjectWise Deliverables Management is the replacement product for Bentley Transmittal Services. While Bentley Transmittal Services is still in use in some organizations, the last version of ProjectWise that supports Bentley Transmittal Services is ProjectWise CONNECT Edition Update 3 (10.00.03.49), and there are no plans to extend this support into later versions of ProjectWise, as Bentley Transmittal Services will eventually be discontinued.

In older versions of ProjectWise where Bentley Transmittal Services is still supported, it is possible to enable and use Deliverables Management in a work area where Transmittals Management is already enabled and in use.

Currently there is no process for migrating content from a Transmittals Management-enabled work area to a Deliverables Management-enabled work area, however, there are plans to provide such a process when Bentley Transmittal Services is finally discontinued.

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, the DMS variable #HOOKLESSREPATH is enabled by default (set to a value of 1), and can be disabled by setting it to a value of 0 (previously, HOOKLESSREPATH mode was always enabled and could not 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.

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, which were part of the original ProjectWise Dependency Service release, are no longer delivered or supported. This means you cannot create custom dependency maps in ProjectWise Explorer, and you cannot view any custom dependency maps that may have been created from a previous release.

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