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© 2012 Bentley Systems, Incorporated Arnold van der Zijden ProjectWise Consultant Tips and Tricks for the ProjectWise Administrator

Tips and Tricks for the ProjectWise Administrator · d 2 | •Project Creation/Support •Workspace Support •Access Control •Workflows •Application Integration ProjectWise Administration

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Page 1: Tips and Tricks for the ProjectWise Administrator · d 2 | •Project Creation/Support •Workspace Support •Access Control •Workflows •Application Integration ProjectWise Administration

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Arnold van der Zijden

ProjectWise Consultant

Tips and Tricks for the ProjectWise Administrator

Page 2: Tips and Tricks for the ProjectWise Administrator · d 2 | •Project Creation/Support •Workspace Support •Access Control •Workflows •Application Integration ProjectWise Administration

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• Project Creation/Support

• Workspace Support

• Access Control

• Workflows

• Application Integration

ProjectWise Administration Tasks

• Caching

• User Management

• Software Upgrades

• User Support

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• Access Control

• Group/User List Management

• Granular Administration

• User Management

• Custom Folders

• ProjectWise Administrator Tools

Tips and Tricks Subjects

• ProjectWise Server Recycle Bin

• Photo Previewer

• ProjectWise Log File Review

• Delta File Transfer Benchmark

• Orchestration Job Temp Directories

• Full Text Indexing Temp Directory

• Reference Set Versioning

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Access Control

• Easier way for reviewing and setting access control for projects, folders and documents

• Provides mechanism for applying access control templates

• Apply permissions to other folders

• Export/Import access control settings

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Access Control

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Export/Import Access Control Settings

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Access Control

• Display Access Control tab in Preview Pane

– Datasource Setting

– User Setting

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Group/User List Membership Management

• Allow non-Administrator users to manage membership of Groups/User Lists

• Available from PW Admin and PW Explorer

• Must be a Group/UL owner(or in Administrator Group) to modify membership

• Each Group/UL may have multiple owners

• Requires a SELECTseries 3 or higher datasource for full editing capabilities from ProjectWise Explorer

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Group/User List Membership Management

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View Groups/User Lists by Folder

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Search Capabilities

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Group/User List Ownership

• Only Owners or Administrators can modify Group/UL membership

• Or see membership

• Owners can be set by Administrators

• Either in Admin or User/Group Management Dialog

• User Setting allowing ownership

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Granular Administration

• Allow organizations to delegate responsibility for certain administrative functions to specific users without providing them full access to all administrative functions

• Access to administrative functions set by node:

– Workflow

– Environments

– Workspace

– Etc

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Granular Administration

• New “Restricted Administrator” Group created during datasource creation or upgrade

• Only users from this group can be delegated to

• Things that Restricted Admins can not do: – Add/remove users from Administrators group

– Delete/modify users that belong to Administrators group

– Change “Use access control” user setting

• Administrator Group members retain full Admin capabilities

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Restricted Administrator Group

• Granular Security

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User Management

• Select Users by Groups / Lists

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Custom Folders

• Manage Other Users Custom Folders

• Hide Folder Hierarchy

• Show Custom Folders

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ProjectWise Administrator Tools

• PWPing

• CHKL Cleanup Tool

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ProjectWise Server Recycle Bin

• Recovering Deleted Files

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Photo Previewer

• Office File Support

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Photo Preview DGN and i-models

• Requires install of Bentley DGN Reader for Windows 7 on client (download from iWare Apps site)

• For Windows 7 clients only

• Need additional line in pwviewer.cfg:

– image/vnd.dgn;ver=8

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ProjectWise Log File Review

• Enabling ProjectWise Logging

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Delta File Transfer Benchmark Wizard

• dftbmwiz.exe

• Automatic or User dataset

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• Automation, Distribution and DCS jobs

• Disk Usage - Cleanup

Orchestration Job Temp Directories

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Full Text Indexing – Temp Directory

• Extraction TempDir

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• Maintaining the relationship between a master file and a specific version of reference files is important in many workflows

• Enables greater control over when changes in reference files are incorporated into the main design

Reference Set Versioning Control Goals

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• Option to have reference files stick with the current version of the reference file at attachment time

• Datasource level default setting as well as attachment time option

• Works with both MicroStation and AutoCAD sets

• Setting to prompt user that a newer version of a reference file is available when opening a master file

• Does not allow updating nested reference

Reference Set Versioning

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Reference Set Versioning UIs

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• Access Control

• Group/User List Management

• Granular Administration

• User Management

• Custom Folders

• ProjectWise Administrator Tools

Summarize - Tips and Tricks Subjects

• ProjectWise Server Recycle Bin

• Photo Previewer

• ProjectWise Log File Review

• Delta File Transfer Benchmark

• Orchestration Job Temp Directories

• Full Text Indexing Temp Directory

• Reference Set Versioning

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