Work Area Connection Requirements

1. ProjectWise Integration Server

   ProjectWise Integration Server (or servers) must be set up and running and your datasource (or datasources) must be fully-configured.

2. Bentley IMS Authentication in ProjectWise

   The datasource that contains the work area you plan to connect to must have Bentley IMS authentication enabled if you want your users to be able to log in using the credentials of their associated Bentley IMS account.

3. Bentley Web Services Gateway (WSG) and the ProjectWise Plug-in

   Bentley Web Services Gateway and the ProjectWise Plug-in for WSG must be set up and running and configured to access the datasources on your ProjectWise Integration Server (or servers). See Deploying the ProjectWise Plug-in for Bentley Web Services Gateway (in the ProjectWise Plug-in for WSG Readme on docs.bentley.com.)

4. Access to https://ims.bentley.com/

   In order for users to be able to log in using the credentials of their associated Bentley IMS account, an outbound rule that allows access to https://ims.bentley.com/ must be added to every firewall between Bentley Web Services Gateway and https://ims.bentley.com/.

5. CORS Configuration

   Part of setting up Bentley Web Services Gateway (step 3 above) for ProjectWise Web involves configuring Bentley Web Services Gateway to allow cross-origin resource sharing (CORS) requests coming from various cloud services, including ProjectWise Web, PDF Markup Service, and Microsoft Teams integration. This means that you must enter the URL of each of these services in the deployment wizard (separate each URL with a comma) when you are deploying Bentley Web Services Gateway:

   For this service	Enter this URL	Purpose
   ProjectWise Web	https://connect-projectwisewac.bentley.com	Required to create and open work area connections in ProjectWise Web.
   PDF Markup Service	https://connect-pdfmarkup.bentley.com	Lets users markup PDF documents using the PDF Markup Service (users can still open PDFs as read-only in the PDF Markup Service, even if this URL is not configured).
   Integration with Microsoft Teams	https://connect-projectwiseteamshost.bentley.com	Lets users access their work area connection from a Microsoft Teams tab.
   Microsoft 365 co-authoring	https://office365collaboration.bentley.com	Lets users co-author Office documents in.
   Integration with ProjectWise Deliverables Management	(all of these URLs are required) *.pwdm.bentley.com https://pwdm.bentley.com https://connect-bts.bentley.com https://connect-bts-eus.bentley.com https://connect-bts-uks.bentley.com https://connect-bts-neu.bentley.com https://connect-bts-sea.bentley.com https://connect-bts-aue.bentley.com https://connect-bts-cac.bentley.com	Lets users add ProjectWise documents (via work area connections) to transmittals from the ProjectWise Deliverables Management portal.
   older work area connections	https://projectshareportal.bentley.com	Required for ProjectWise Web to open older work area connections (those created in old ProjectWise Web / ProjectWise Share).

   If you have already deployed Bentley Web Services Gateway and the ProjectWise Plug-in for WSG and you need to add any of these URLs, you can either manually edit the web.config file for this deployment, or you can just redeploy Bentley Web Services Gateway and the ProjectWise Plug-in for WSG (recommended) to the same website and append these URLs to the CORS list of allowed URLs when you get to that page of the deployment wizard. For example:

   https://connect-projectwisewac.bentley.com,https://connect-pdfmarkup.bentley.com,https://office365collaboration.bentley.com,https://connect-projectwiseteamshost.bentley.com,*.pwdm.bentley.com,https://pwdm.bentley.com,https://connect-bts.bentley.com,https://connect-bts-eus.bentley.com,https://connect-bts-uks.bentley.com,https://connect-bts-neu.bentley.com,https://connect-bts-sea.bentley.com,https://connect-bts-aue.bentley.com,https://connect-bts-cac.bentley.com,https://projectshareportal.bentley.com

6. Bentley Web Services Gateway must be public facing if your users need to mark up PDFs using the PDF Markup Service
   Note: Consult your IT department if needed, about making Bentley Web Services Gateway public facing.
7. Permissions required to add or manage work area connections

   To add or manage work area connections in ProjectWise Web, the administrator or administrative team member needs to have:

   • any ONE of these Bentley IMS enterprise roles:
     • Account Admin
     • Co-Administrator
     • CONNECT Services Admin

     or

   • BOTH of these project permissions enabled:
     • PS Federated Connections > Modify PS Federated Connections
     • Product Settings Service > Manage Settings
8. The primary connection needs an associated work area

   For primary connections, the work area you make a connection TO should be associated to the ProjectWise project you are making the connection FROM.

   If the work area is not already associated to the ProjectWise project (which is normally done from ProjectWise Explorer), ProjectWise Web will automatically associate the work area to the ProjectWise project when the primary connection is established.

   In order for ProjectWise Web to be able to associate the work area to the project, the project team member who is configuring the primary connection must have the ProjectWise user setting Work Area > Can change types and properties.

Requirements for Opening Office Documents

In order to be able to open Office documents from ProjectWise Web:

• The user must have a Microsoft 365 subscription
• To be able to co-author Office documents, Bentley Web Services Gateway must be configured to allow CORS requests from this URL: https://office365collaboration.bentley.com

See Working with Office Documents.

Requirements for Marking Up PDFs

Requirements for Getting a Microsoft Teams Link