Difference between revisions of "ProjectWise Guidance"

From DelDOT CADD Wiki

(Created page with "<span id="BackToTop"></span> <div class="noprint" style="background-color:#FAFAFA; position:fixed; bottom:2%; left:0.25%; padding:0; margin:0;"> [[#BackToTop|Back to the Top]...")
 
 
(41 intermediate revisions by 2 users not shown)
Line 1: Line 1:
__NOTOC__
<span id="BackToTop"></span>
<span id="BackToTop"></span>
 
<div class="noprint">
<div class="noprint" style="background-color:#FAFAFA; position:fixed; bottom:2%; left:0.25%; padding:0; margin:0;">
    [[#BackToTop|BACK TO TOP ^]]
[[#BackToTop|Back to the Top]]
</div>
</div>
 
<h2 class="first_on_page">Guidelines</h2>
== Introduction ==
    <ul>
 
        <li>[[ProjectWise Explorer Configuration - PW2101]]</li>
This page provides instructions for configuring the '''''Bentley ProjectWise Explorer''''' application for use on '''Delaware Department of Transportation (DelDOT)''' projects. These instructions assume the user has already installed the '''''ProjectWise Explorer''''' client application on their computer.  The minimum version of the '''''ProjectWise Explorer''''' client that is supported by the DelDOT PW server is '''10.00.03.140'''.
        <li>[[ProjectWise Folder Structure and Contents - PW2102]]</li>
 
        <li>[[Creating a New MSCE/ORD File in ProjectWise Explorer - PW2103]]</li>
== Configuration Workflow ==
        <li>[[Adding an Existing MSCE/ORD File to ProjectWise Datasource - PW2104]]</li>
1. Launch the '''''ProjectWise Explorer''''' application.
        <li>[[Merging_PDFs_in_ProjectWise_Explorer_-_PW2401|Merging PDFs in ProjectWise Explorer - PW2401]]</li>
 
        <li>[[Plan_Reviews_and_ProjectWise_-_PW2402|Plan Reviews and ProjectWise - PW2402]]</li>
 
    </ul>
2. Click on '''''Tools > Network Configuration Settings'''''.
<h2>Forms</h2>
 
    <ul>
[[file:pw_network_configuration_settings.png|402px|link=|none]]
        <li>[[:Media:ProjectWise_Access_Control_Form_v1.1.xlsm|ProjectWise Access Control Form (v1.2)]]   <span class="tooltip">
 
<span class="justthetip">!</span>
 
<span class="tooltiptext">It is recommended that you make a copy of this form and rename it to include the T-number for each project to track permission changes.<br><br>Note, when sending to CADD Support, use the <b>No Change</b> option in Column 1 for existing users that require no change.<br><br>Note, Consultants must CC in the DelDOT PM for the Project so they are aware of any permission changes.</span></span></li>
3. In the '''''ProjectWise Network Configuration Settings''''' dialog that appears, select the '''''DNS Services''''' tab and enter the following information into the appropriate fields. Ensure that the '''''Prevent UDP''''' box in the lower-left corner is toggled on. Select the '''''Add''''' button.
        <li>[[:Media:ProjectWise_Project_Creation_Form_v1.0.xlsx|ProjectWise Project Creation Form (v1.1)]]   <span class="tooltip">
{| class="wikitable"
<span class="justthetip">!</span>
|-
<span class="tooltiptext">When submitting the Project Creation form for a new project, you do <b>not</b> need to include the Access Control Form as the Project Creation form includes the initial access control.<br>You only need the Access Control Form for managing access to existing projects.</span></span></li>
! Server Name !! Hostname !! Port
    </ul>
|-
| deldot-pw.bentley.com || deldot-pw.bentley.com || 5800
|}
 
[[file:pw_dns_services_tab.png|549px|link=|none]]
 
 
4. Select the '''''Datasource Listing''''' tab and repeat the same process listed in step 3, ensuring that the '''''Prevent UDP''''' box in the lower-left corner is toggled on for this dialog too. Select the '''''Add''''' button. Click the '''''Save''''' button, then the '''''Close''''' button to exit out of the '''''ProjectWise Network Configuration Settings''''' dialog.
 
[[file:pw_datasource_listing_tab.png|549px|link=|none]]
 
 
5. To access the '''''DelDOT Production''''' datasource, right-click on the '''''ProjectWise Explorer Datasources''''' icon and select '''''Log in...''''' menu item.
 
[[file:pw_datasource_login.png|569px|link=|none]]
 
 
6. Select the following items from the '''''ProjectWise Explorer Log in''''' dialog that appears.
: a. Datasource: '''''DELDOT Production'''''
: b. Authentication: '''''Bentley IMS'''''
: c. Select the '''''Activate''''' or '''''Log in''''' button.
 
[[file:pw_explorer_login_credentials.png|420px|link=|none]]
 
 
7. After selecting the '''''Activate''''' or '''''Log in''''' button, you will see the following message letting you know that ProjectWise needs to create a local working directory on your PC. Select '''''Yes''''' to allow ProjectWise to create the working directory. Accept the default location for the working directory. If external users find it necessary to store the working directory in a location other than the default location on the "C-Drive", follow the direction provided in the highlighted text in the dialog box below to browse for the desired storage location.
 
[[file:pw_bms_folder.png|411px|link=|none]]
 
 
'''''Note: To utilize the Bentley IMS authentication method described above, the user should be logged into the Bentley Connection Client prior to logging into ProjectWise. If you are not logged into the Bentley Connection Client, you will be prompted to log in prior to gaining access to ProjectWise.'''''
 
'''''For external users, the Authentication method may differ. Please consult your IT Section for the appropriate authentication method(s). (Ex: ProjectWise/Single Sign-On)'''''

Latest revision as of 07:23, 17 April 2024

   BACK TO TOP ^

Guidelines

Forms

  • ProjectWise Access Control Form (v1.2) ! It is recommended that you make a copy of this form and rename it to include the T-number for each project to track permission changes.

    Note, when sending to CADD Support, use the No Change option in Column 1 for existing users that require no change.

    Note, Consultants must CC in the DelDOT PM for the Project so they are aware of any permission changes.
  • ProjectWise Project Creation Form (v1.1) ! When submitting the Project Creation form for a new project, you do not need to include the Access Control Form as the Project Creation form includes the initial access control.
    You only need the Access Control Form for managing access to existing projects.
Retrieved from "https://caddwiki.deldot.gov/index.php?title=ProjectWise_Guidance&oldid=2569"