ProjectWise 101Chapter 1 - InstallationGary Cochrane – Technical Director

Geospatial Sales – North America

Introduction

• What is ProjectWise?– ProjectWise is a rapidly deployable Engineering Content

Management solution– It is not a product, but a combination of software and

services

A Picture is worth a thousand words

ProjectWiseIntegration Server

`

ProjectWiseExplorer Client

`

ProjectWiseBrowser Client

`

ProjectWiseBrowser Client

Internal LAN

INTERNET

Firewall

DatabaseServer

WindowsDomain Controller

ProjectWiseWeb Server

`

ProjectWiseExplorer Client

DMZ

ProjectWiseCaching Server

ProjectWiseConnection Server

Firewall

Our goal for ProjectWise 101

• Is to focus on core components

ProjectWiseIntegration Server`

ProjectWiseExplorer Client

Internal LAN

DatabaseServer

Hardware Environment

• Training environment versus Production– Typical Production environment involves:

• One machine each for DB Server, PW Integration Server, and PW Explorer Client

– Training environment involves:• One virtual machine for all three• This is often a source of confusion…

DB Server for ProjectWise

• ProjectWise supports industry standards– Oracle, and Microsoft SQL Server

• For the class, we will use SQL Express– SQL Express 2008 has been pre-installed for you– The Administrator account for SQL Express is:

• Username> sa• Password> bentley

Lab 1

• Start Vmware– VMWare Workstation (V6 or later)– VMWare Player (V3 or later)

• Boot Virtual Machine for class– Login to Windows using

• Username> Administrator• Password> bentley• Login Hint> In VMware, use Ctrl-Alt-Insert, not Ctrl-Alt-Delete

– Go to Control Panel > Add or Remove Programs• Review pre-installed applications

ProjectWise Pre-requisites

• General server pre-requisites:– Supported O/S with latest service packs

• Windows 2003 Server with SP2

– Supported Database engine• Microsoft SQL Express 2008• Microsoft additional required items• Microsoft .NET Framework 3.5 SP1• Microsoft Message Queuing Service• Microsoft Indexing Service

– See ProjectWise Readme for complete requirements

ProjectWise Layer Cake - Server

Windows Server 2003 with SP2

Microsoft Indexing Service

Microsoft Message Queuing Service

Microsoft .NET Framework 3.5 SP1

MicroStation V8i-SS1

ProjectWise Orchestration Framework

ProjectWise Integration Server

Supported Database Engine

Pre-installed in VM

Windows Server 2003 with SP2

Microsoft Indexing Service

Microsoft Message Queuing Service

Microsoft .NET Framework 3.5 SP1

MicroStation V8i-SS2

ProjectWise Orchestration Framework

ProjectWise Integration Server

Supported Database Engine

Pre-requisite Notes

• Bentley-specific pre-requisites:– MicroStation V8i-SELECTSeries2*

• Therefore MicroStation V8i pre-requisite pack is required

– ProjectWise Orchestration Framework

• * MicroStation is required for PW to perform full text searches on DGN and DWG files– If this feature is not desired, then MicroStation is not

required

Lab 2a

• PW-OF requires a separate db instance– Must be SQL Server or SQL Express

• Cannot be Oracle

– To create the OF database• Start> All Programs> Microsoft SQL Server 2008> SQL Server

Management Studio• Login/Connect using Windows Authentication• Right-click Databases, choose> New Database…• Name> pwof• Initial Size> 4mb• Log Initial Size> 2mb

Lab 2b

• PWOF database creation (continued)– DB Growth

• Pwof> grow by 2 MB• pwof_log> grow by 1 MB• Accept default locations

– Press OK to create database and close dialog

Lab 2c

• PWOF User creation– Drill down to Security> Logins

• Right-click Logins, select> New Login…• Login name> pwof• Enable SQL Server authentication• Enter password (pwof) two places• Disable> Enforce password policy• At bottom, change Default Database to> pwof• On left side, change to> Server Roles• Verify Public is checked, enable if necessary

– Press OK to create login and close dialog

Lab 2d

• PWOF Schema creation– Drill down to Databases> pwof> Security> Schemas

• Right-click Schemas, select> New Schema…• Schema name> pwof• Schema owner> leave blank

– Press OK to create schema and close dialog

Lab 2e

• PWOF Add user/schema to database– Drill down to Databases> pwof> Security> Users

• Right-click Users, select> New User…• User name> pwof• Login name> pwof• Default schema> pwof• Schemas owned by this user, enable> pwof• Database role memberships, enable all except> db_deny*

– Press OK to complete and close dialog

Lab 2f

• Install ProjectWise Orchestration Framework– Run Setup.exe from ProjectWise Server– Choose ProjectWise Orchestration Framework Service

• Welcome Screen>Next• License Screen> Accept, then Next• Custom Setup> Next• Credentials Screen…

Orchestration Framework – Setup 2

• Configure Shepherd Credentials– Domain> pwdemo101

• (this machine’s name)

– Username> Administrator– Password> bentley

• Press Next to continue– This creates the PWOF Service (more on this later)

• Press> Install

• Press> Finish

Orchestration Framework – Setup 4

•OF Database Setup– Enable> Use a specific username and password

• Username> pwof• Password> pwof

– From Database list• Choose> pwof

– Press OK to finish

Lab 3

• Install ProjectWise Integration Server– Formerly known as ProjectWise Application Server– Run setup.exe from ProjectWise Server folder– Choose ProjectWise Integration Server

• Welcome Screen> Next• License Screen> Accept, then Next• Custom Setup> Review options, then Next• Ready to Install> Install

PW Integration Server – Setup 2

• Setup Wizard Completed>– Uncheck> Launch License Management Tool– Press> Finish

• “Run As” dialog appears– Accept default, press> OK– Would not do this in a production environment

• Exit PW Server Setups menu

New Concept> Windows Service

• What exactly is a Windows Service?– Simple Explanation: A Windows Service is a program that

runs in the background• A program running as a service has no interaction with the logged on

user• A program running as a service continues to run after the user logs

off (and actually before they logged on)• A program running as a service sends important messages to the

Windows Event Log (since it cannot communicate directly with the logged on user)

Windows Services

• Where do I find the Windows Services?– Control Panel> Administrative Tools> Services

• Shows all services configured for this computer• Also shows which are currently running, and if set to start

automatically when the computer boots

– In the VM, I’ve included a shortcut on the Quick Launch bar

Windows Event Log

• Where/how do I find the Windows Event Log?– Control Panel> Administrative Tools> Event Viewer– Sub-categories for Application, Security, and System

• ProjectWise Server service entries will be found under the Application category

– In the VM, I’ve included a shortcut on the Quick Launch bar

Lab 4a

• Windows Services– Go to Control Panel > Administrative tools (folder)– Open the Services item– Locate the service named>

• ProjectWise Integration Server V8i…

– Note the Status and Startup Type• Status> Started• Startup Type> Automatic

– In the future, you may access Services from the shortcut I added to the Quick Launch bar

Lab 4b

• Windows Services– Go to Control Panel > Administrative tools (folder)– Open the Services item– Locate the service named>

• ProjectWise Orchestration Framework Service…

– Note the Status and Startup Type• Status> Started• Startup Type> Automatic

Lab 5

• The Windows Event Log– Go to Control Panel > Administrative tools (folder)– Open the Event Log item– Select the Application category– Locate/Open the most recent ProjectWise Server entry

• Descriptive text indicates version number

– In the future, you may access the Event Log from the shortcut I added to the Quick Launch bar

The ProjectWise Database

• ProjectWise uses an industry standard database to store:– Information about documents

• Name, Description, Version, Owner, etc.

– Information about folders– Information about users

• ProjectWise supports Oracle, & MS SQL Server– For the class, we are using SQL Server Express

Lab 6a

• PW requires a separate db instance– To create the PW database

• Start> All Programs> Microsoft SQL Server 2008> SQL Server Management Studio

• Login/Connect using Windows Authentication• Right-click Databases, choose> New Database…• Name> pwdemo• Initial Size> 20mb• Log Initial Size> 10mb

– DB Growth• Pwdemo> grow by 10 MB• pwdemo_log> grow by 5 MB

Lab 6b

• PW database creation (continued)– Database location

• Browse to> c:\proj_pwdemo\db• Press OK

– Database Log location• Browse to> c:\proj_pwdemo\db• Press OK

– Press OK to create database and close dialog

Lab 6c

• PW User creation– Drill down to Security> Logins

• Right-click Logins, select> New Login…• Login name> pwdemo• Enable SQL Server authentication• Enter password (pwdemo) two times• Disable> Enforce password policy• At bottom, change Default Database to> pwdemo• On left side, change to> Server Roles• Verify Public is checked, enable if necessary

– Press OK to create login and close dialog

Lab 6d

• PWDEMO Schema creation– Drill down to Databases> pwdemo> Security>

Schemas• Right-click Schemas, select> New Schema…• Schema name> pwdemo• Schema owner> leave blank

– Press OK to create schema and close dialog

Lab 6e

• PWDEMO Add user/schema to database– Drill down to Databases> pwdemo> Security> Users

• Right-click Users, select> New User…• User name> pwdemo• Login name> pwdemo• Default schema> pwdemo• Schemas owned by this user, enable> pwdemo• Database role memberships, enable all except> db_deny*

– Press OK to complete and close dialog

Quick Review

• We have:– Database engine installed, and empty db created for

pw orchestration framework– Empty db created for pw metadata– PW Integration Server installed

• Remember db server and PW server are theoretically on different machines– Q. So how does PW know which machine to contact to

connect to db?• A. We need to create an ODBC connection FROM the PW server,

TO the db server

Lab 7a

• Creating the ODBC Connection– Go to Control Panel > Administrative tools (folder)– Open the Datasources (ODBC) item

• Change to the System DSN tab

– Press the Add button– Scroll to the bottom and choose> SQL Server Native

Client 10.0• Press Finish

Lab 7b

• Naming the ODBC Connection– Enter the following:

• Name> pwdemo-odbc• Description> PW Demo ODBC configuration• Server> Choose PWDEMO101

– Press Next

Lab 7c

• Provide login information for the connection– Change

• From> With Integrated Windows authentication…• To> With SQL Server Authentication…

– Then enter• Login ID> pwdemo• Password> pwdemo

– Press Next

Lab 7d

• Verify the SQL Server database– Examine:

• Change the default database to

– This should automatically be set to “pwdemo”• Database> pwdemo

– Press> Next– Press> Finish

Lab 7e

• On the summary dialog– Press> Test Data Source– If successful, Press> OK

• Press OK again to close the ODBC panel

ProjectWise Administrator

• Special Client for administrative users only– Installed on those desktops where admins work

• Installed in addition to standard user client, which is known as ProjectWise Explorer

– From ProjectWise Administrator Setups• Install> ProjectWise Administrator

Lab 8a - PW Administrator

• Installing PW Administrator– Welcome Screen> Next– License Screen> Accept, then Next– Setup Type> Choose Custom, then Next– Custom Setup> Accept all options, then Next– Ready to Install> Install– Completing Screen> Choose Finish– Exit PW Admin setups

Lab 8b – Using PW Admin

• Launch PW Administrator– From the Start menu, choose>

• All Programs> Bentley> ProjectWise V8i (SS3)> ProjectWise Administrator

– Drill down to Datasources

Lab 8c

• Creating a new PW datasource– Which is not really creating a new datasource…

• But telling PW which ODBC connection to use

– Right-click Datasources, and choose>• New Datasource

Lab 8d - PW Administrator

• New datasource wizard– Welcome Screen> Next– Datasource Type> Accept default

• (A datasource that is located on PWDEMO101)• Choose> Next

– Naming the datasource• Datasource Name (first field)> pwdemo• Display Name (second field)> leave blank• Choose> Next

Lab 8e - PW Administrator

• New datasource wizard - continued– ODBC Screen> select ODBC connection created earlier

• pwdemo-odbc• Choose> Next

– Database User screen>• Name> pwdemo• Password> pwdemo• Choose> Next

Lab 8f - PW Administrator

• Specifying Administrator Account– Enter the following:

• Administrator Name> adminpw• Administrator Password> adminpw• Re-type password> adminpw

– Choose> Next

Lab 8g - PW Administrator

• Finishing New Datasource Wizard– Disable!

• Create datasource data from template

– Choose> Finish• Table creation dialog appears

Lab 8h

• ProjectWise will now claim the new database– Enable button to> Create database tables– Press> Create

• ProjectWise will add its required tables to the database• All required tables for ProjectWise standard operation are

automatically created• Will also add a single user named adminpw• Will then create a group named Administrator• And add the adminpw user to the Administrator group

Lab 8i

• Create storage and verify adminpw password

Lab 8j

• Create Storage and Verify adminpw password– Enter the following:

• Storage name> Storage1• Storage description> Storage1• Storage path> C:\proj_pwdemo\files\storage1• Administrator User Description> Administrator-Primary• Administrator User: Verify Password> adminpw

– Press> OK

Lab 8k

• Table creation completes– PW is now ready to use the database

Review

• Items accomplished thus far:– Installed PW Orchestration Framework

• Created database for PWOF housekeeping

– Created new db in SQL Server Express for PW use• Created ODBC connection between PW Server machine, and db

server machine

– Installed PW Integration Server– Installed PW Administrator

• Used PW Administrator to tell PW server how to connect to SQL Server database