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ProjectWise 101 Chapter 2 – PW Explorer

ProjectWise 101 Chapter 2 – PW Explorer. Gary Cochrane – Technical Director Geospatial Sales – North America. Review from Chapter 1. Where do we stand?. . ProjectWise Administrator Client. . . ?. . ODBC Connection. Lab 1a. Install ProjectWise Explorer Client

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ProjectWise 101 Chapter 2 – PW Explorer

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  1. ProjectWise 101Chapter 2 – PW Explorer Gary Cochrane – Technical Director Geospatial Sales – North America

  2. Review from Chapter 1 • Where do we stand?  ProjectWise Administrator Client   ?  ODBC Connection

  3. Lab 1a • Install ProjectWise Explorer Client • Run Setup.exe from ProjectWise Client folder • Choose ProjectWise Explorer> Install • Welcome Screen> Next • License Screen> Accept, then Next • Setup Type> Custom (the default), then Next

  4. Lab 1b • Installing ProjectWise Explorer Client • Custom Setup: iDesktop • iDesktop provides tools to integrate common desktop applications with ProjectWise • Those include MicroStation, AutoCAD, and Microsoft Office • Once installed, file access functions in those applications are modified to access ProjectWise • Review options, (but then accept defaults) and choose> Next

  5. Lab 1c • Installing ProjectWise Explorer Client • Ready to Install Screen> Choose Install • Setup Wizard Completed • Choose> Finish • Exit PW Client setups

  6. Installation Done • Now some configuration before login • Each user needs a local (client-side) folder designated as their “Working Directory” • This folder is used to temporarily store checked-out documents • Also need to tell the PW Explorer Client how to find the PW Server • Remember, theoretically the client and server are NOT on the same machine

  7. Working Dir Configuration Start ProjectWise Administrator Drill down to> Users Login when prompted Note one user exists named> adminpw Lab 2a

  8. Lab 2b • Configure the Working dir for adminpw • Right-click Adminpw, then choose> Properties • Change to Settings tab • Double-click> Working Directory • Double-click> When using ProjectWise Explorer • Key-in> c:\pw_wrkdir\pwdemo\adminpw • Press OK to close User Settings/Preferences dialog • Minimize PW Administrator

  9. Lab 2c • Configuring PW Explorer to find the Server • On the client machine, go to> • Start> All Programs> Bentley> ProjectWise V8i> ProjectWise Explorer • Choose: Tools> Network Configuration Settings • This item is also available from the Control Panel under ProjectWise V8i Network • Change to Datasource Listing tab • Essentially two choices • Allow client to search the network for PW Server (UDP Option) • Tell the client the name of the PW Server (Prevent UDP Option)

  10. Lab 2d • We’ll choose option to enter PW server name • Enter the following: • Name> my-pw-server • Host/IP> pwdemo101 • Port> Leave blank • Press> Add • Toggle “Prevent UDP” setting to “ON” • Should be black check-mark (not gray) • Press OK to close the dialog

  11. Lab 3a • Close and then reopen PW Explorer • Login (expand hierarchy by selecting “+”) • Enter Username/Password> adminpw • Press> Login • When prompted to create working directory… • Press> Yes

  12. Lab 3b • Creating a folder in ProjectWise • Expand> Documents • One folder (named dmsSystem) already exists • Right-click Documents item, then select> New Folder • Enter • Name> Test1 • Description> Test1 Folder • Storage> Storage1 (the only choice) • Press OK to create the folder

  13. Lab 3c • Adding files • Open Windows Explorer • Navigate to> C:\PW-101 Class Files\Test1 • Select All files • Drag/Drop all files to the Test1 folder in PW Explorer • Select No Wizard, then select OK

  14. Lab 3d • Finish the Import • When prompted to import files into folder Test1? • Answer> Yes • If not already there, navigate to PW folder> Test1

  15. Lab 3e • Familiarize yourself with PW Explorer • Select document> CB1.DGN • Right-click • Note options, such as: • Open, Check Out, Markup, Properties, etc • Choose> Properties • Review various Tabs • Only tabs functional at this point are> General, and Security

  16. Lab 3f • Change the Description field • Return to the General tab • In the Description field, enter> Civil Detail Sheet 1 • Press> Save, and then> Close • Double-click on CB1.DGN • Double-click is same as Open • Open first does a “check out”, then launches proper Application for the file

  17. Lab 3g • MicroStation opens the file • From MicroStation’s File pull-down menu… • Choose> Exit • Check-in dialog appears… • Choose> Free • Since no changes were made • Free cancels checkout, and unlocks file on server • Local copy of file is deleted, and any changes are lost

  18. Check In dialog

  19. Lab 3 - Review • ProjectWise Check out • Copies file from server to client • File remaining on server is locked • Others can View, Open Read-only, or attach as reference • Check In options • Check In> Replaces copy on server • Free> discards local copy, unlocks copy on server • Check In - New version> Keeps both old copy on server and new copy

  20. Lab 3 - Review • Server Storage • Q. When we dropped files into PW, where did they go? • Restore PW Administrator • Drill down to> Storage Areas • Note location known as “Storage1” • C:\proj_pwdemo\files\storage1 • Open Windows Explorer • Browse to that location

  21. ProjectWise Storage Areas One-to-one relationship between logical folders in PW and physical folders in storage area

  22. Lab 3 - Review • Temporary Client Storage • Q. When files are checked out, where do they go? • A. Into user’s local Working Directory • In this case> C:\pw_wrkdir\pwdemo\adminpw • Q. What happens if I check out A1.dgn from two different PW folders? • A. PW automatically creates subfolders under the user’s working directory

  23. ProjectWise Storage Areas Sub-folders created in the working directory only when needed

  24. Lab 4a • Create a second ProjectWise folder • Highlight Documents in the left-hand pane • From the Folder pull-down menu, choose> New Folder • Enter the following parameters: • Name> Test2 • Description> Test2 Folder • Press OK to create the new folder

  25. Lab 4b • Navigate to PW folder Test1 • Select all files • Hint: use <CTRL><A> • Drag/Drop to folder> Test2 • Note “+” symbol on cursor, indicating Copy, not Move • When Prompted, choose> No Wizard • Then choose> OK

  26. Lab 4c • Check out file CB2.DGN from both folders • From folder Test1, right-click CB2.dgn • Choose> Check Out (not Open) • From folder Test2, right-click CB2.dgn • Choose> Check Out (not Open) • Using Windows Explorer, browse to working directory and examine subdirectories

  27. Lab 4d • Check in file CB2.DGN from both folders • From folder Test1, right-click CB2.dgn • Choose> Check In • From folder Test2, right-click CB2.dgn • Choose> Free (just to try something different) • Note: Free was faster due to no file transfer • Using Windows Explorer, browse to working directory and examine subdirectories

  28. ProjectWise Views • Views establish the columns displayed in the Document List pane • Views may be created: • By a typical User, from PW Explorer • These views will be available only to the user • By the Administrator from either PW Administrator, or PW Explorer • These views will be available to all users

  29. Lab 5a • Creating a View for all users • From PW Administrator, drill down to> Views • Right-click, and choose: New> View • Enter the following parameters: • Name> admin1 • Environment> None • Change to the Columns tab • Pre-selected columns include> Name, Description, and File Name

  30. Lab 5b • Add columns to the View • From the left-hand side, expand> Basic Columns • Double-click> • File Size, File Updated, and Out To • From the left-hand side, expand> Folder Columns • Double-click> • Folder ID • Press OK to create the view • Minimize PW Administrator

  31. Make sure to use “Details” display mode Lab 5c • Test the new View • Close, and re-start ProjectWise Explorer • Log in, and drill down to folder> Test1 • Display the View pick-list: View> Toolbar> View • Note: Since it’s the only one, the new view is automatically activated

  32. Lab 5 - Review • Admin1 view provides additional columns: • Out To> Who has the document checked out? • Folder ID> To which DMS folder is the PW folder assigned? • Not something that should matter to users, but useful for administrators

  33. ProjectWise Preview Pane

  34. Preview Pane • Used to get additional detail on current document • Can be toggled on/off • From View pull-down menu • Can have its own View • Created just like any other view • Displays document thumbnail • We’ll configure thumbnails later in the course

  35. Custom toolbars • Custom ProjectWise toolbars provide: • Convenient access to tools from Document or Folder menu items that otherwise require 2-3 clicks

  36. Lab 6a • Creating a custom toolbar • From PW Explorer menu, choose> • Tools> Customize • Change to the Toolbars tab • Press> New • Name the toolbar> Demo • Move the new toolbar off to the side • Outside of the customize dialog

  37. Lab 6b • On the Customize dialog, • Change back to the Commands tab • Then select the Documents category • Scroll down to find> Print • Drag/drop Print item to new toolbar • Repeat process to add the following: • View, Markup, New Version, Show References • Referenced By, Previous State, Next State • Close Customize dialog, and dock the new toolbar

  38. Review • Topics covered in this Chapter • ProjectWise Administrator/Server • Storage Areas • ProjectWise Explorer • Configuring to find server • Local Working Directory • Creating folders, importing documents, copying documents • Open, Check Out, Check In, and Free • Views, Preview Pane, and custom toolbars

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