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ProjectWise 101 Chapter 3 – Users

ProjectWise 101 Chapter 3 – Users. Gary Cochrane – Technical Director Geospatial Sales – North America. What’s next?. Thus far, all testing done with Adminpw user We need to create a typical user that does not have admin privileges Demo: Creating users Pointing out user preferences. Lab 1a.

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ProjectWise 101 Chapter 3 – Users

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  1. ProjectWise 101Chapter 3 – Users Gary Cochrane – Technical Director Geospatial Sales – North America

  2. What’s next? • Thus far, all testing done with Adminpw user • We need to create a typical user that does not have admin privileges • Demo: Creating users • Pointing out user preferences

  3. Lab 1a • Establish Default user privileges • Start ProjectWise Administrator • log in using> Adminpw • Drill down to Users category • Right-click on Users, and choose> Properties • Expand Working Directory item, • Expand “When using ProjectWise Explorer” • Then key-in • C:\pw_wrkdir\pwdemo\$USER.NAME$ • Uncheck> Allow user to change working directory • Do not close dialog yet…

  4. Default User Settings

  5. Lab 1b • Default user privileges • Expand User Interface item • Enable> Select last used folder in ProjectWise Explorer • In V8i-SS1, this item now defaults to enabled. In previous versions, it defaulted to disabled • Expand Document List item • Enable> Show subfolders • In V8i-SS1, this item now defaults to enabled. In previous versions, it defaulted to disabled • Choose OK to close the User Settings dialog

  6. Lab 1c • Create a new “typical” user • From ProjectWise Administrator, select Users, right-click, and choose> • New> User • Enter the following parameters • Name> user1 • Description> User One • Press OK to create the user • If not specified, Password will be same as user name

  7. Lab 1d • Review Properties (preferences) for new user • Right-click on User1, then choose> Properties • Change to Settings tab • Expand Working directory item • Expand When using ProjectWise Explorer item • Review, and then close user1 Properties

  8. Lab 1e • Close ProjectWise Explorer • Open PW Explorer again, and log in as> user1 • When prompted to create working directory, choose> Yes • From PW Explorer pull-down menu, choose> • Tools> Options • Change to Settings tab • Note: the Working Directory item is not displayed • Press OK to close User Settings dialog

  9. Lab 1f • From PW Explorer, navigate to folder> Test2 • Then log out • Return to PW Administrator • Open Settings dialog for user1 • Under Working Directory category, enable item to> Allow user to change working directory • Press OK to close user settings dialog

  10. Lab 1g • Open ProjectWise Explorer again • Log in as user1 • Note you are returned to folder Test2 (e.g. your last used folder) • Choose Tools> Options • Change to Settings tab • Note user1 can now access item to change working directory • Close User Settings dialog

  11. Lab 1h • Did you notice that user1 only sees two folders? • DmsSystem folder and subfolders have mysteriously disappeared… • Those folders are only visible to administrators • (Security will be covered in detail later) • Log out as user1 • Right-click datasource, Log out • Log in again as adminpw • Right-click datasource, Log in

  12. Lab 1i • Once logged in as adminpw • You will see the folder again • Right-click the dmsSystem folder • Choose> Properties • Change to the Project\Folder Security tab • Highlight Administrator, and review privileges • Highlight Everyone, and review privileges • When done, close Properties dialog • And then log out

  13. Folder Security for dmsSystem

  14. Lab 2a • Tired of entering username/password? • Create shortcuts to bypass… • Minimize all windows • Right-click on desktop, and choose • New> Shortcut • For location of the item, browse to (and accept) • c:\Program Files\Bentley\ProjectWise\Bin\pwc.exe • Press Next…

  15. Lab 2b • Creating the new shortcut • Select a title screen> • Enter> PWExplorer Adminpw • Press> Finish • Find the new shortcut • Right-click, and choose Properties • In the Target field, append the following: • -dpwdemo101:pwdemo –uadminpw –padminpw • Be sure to include a space between the existing text, and the new parameters

  16. Lab 2c • Copy the new shortcut and paste to desktop • Rename the new shortcut • PWExplorer User1 • Right-click, and choose Properties • In the Target field, change the user and the password from: • adminpw • To • user1

  17. Lab 2d • Test the new shortcuts • Double-click adminpw shortcut • Check to see if you are logged in as adminpw • Without logging out, double-click user1 shortcut • Verify that you are logged in as user1 • If successful, close both sessions • This is more of a demo trick than anything else • Embedding a password in the shortcut is not typically allowed by customers’ security guidelines

  18. Lab 3a • Bulkloading documents for User1 • Log in to ProjectWise Explorer as User1 • Open Windows Explorer, and Navigate to: • C:\PW-101 Class Files • Select Windows folder> DocumentIndexing • Drag/Drop to Documents item in PW Explorer Hierarchy • Note: Nothing happens… • In ProjectWise Explorer, create new folder • Name> User1 • Description> User1 folder

  19. Lab 3b • Once new folder is created in ProjectWise • Return to Windows Explorer • Drag/Drop DocumentIndexing folder to PW folder> User1

  20. Lab 3c • Import subfolders dialog • Enable> Include Subdirectories • Press OK to complete the import • When done, press F5 to refresh hierarchy • F5 is universal Refresh key in Windows • Expand User1 folder, and note subfolders/files • Files are repeated in various formats • Originals are MicroStation V8 (CB1, CB2, CB3) • (more with these files later)

  21. Audit Trail • ProjectWise Security and Audit Trail combine to provide a managed environment • Security prevents unauthorized access • At this point, we’ve not defined any security • Although the dmssystem folder has security settings • Audit Trail tracks authorized access • Audit trail is turned off by default

  22. Lab 4a • Checking Audit Trail status • Close ProjectWise Explorer • And return to PW Administrator • Select User1, right-click, and choose> Properties • Change to the Settings tab, and expand Audit Trail • Expand Comments, and note that all settings are inactive • Close User Settings dialog

  23. Lab 4b • Enabling Audit Trail for the datasource • From PW Administrator • In the left pane, highlight the datasource name (pwdemo) • Right-click, and choose> Properties • Change to the Audit Trail tab • Press the Settings button • Under Document; • Enable all Audit Trail settings

  24. Lab 4c • Audit Trail settings – continued • Under Folder category • Enable all settings • Under Document Set category • Enable all settings • Under User Category • Enable all settings • Retention settings (bottom of dialog) • Keep default setting to “keep all records” • Press OK to close Settings dialog

  25. Lab 4d • Back to Audit Trail tab • Leave Truncation settings at the default • Move Truncated records to a secondary table> Unchecked • Copy Audit Trail records along with copied documents> Unchecked • Press OK to accept the changes and close the Datasource settings dialog • Audit trail is now globally enabled for the datasource

  26. Lab 4e • Return to settings for User1 • Expand Audit Trail category • Expand Comments subcategory • Disable> Allow comments for check in • Enable> Show Audit Trail tab in Document Properties window • Disable> Show Audit Trail tab in Folder Properties Window • Press OK to close the User1 Settings dialog • Note: We also need to make the same changes for the “default” user

  27. Lab 4f • Open settings for Adminpw • Expand Audit Trail category • Expand Comments subcategory • Disable> Allow comments for check in • Enable> Show Audit Trail tab in Document Properties window • Enable> Show Audit Trail tab in Folder Properties Window • Press OK to close the Adminpw Settings dialog • Note: Admin is allowed to see Folder audit trail, but typical user (user1) is not

  28. Lab 4g • Test the audit trail • Minimize PW Administrator • Log in to PW Explorer as user1 • Navigate to folder> Test2 • Check out file> CB2.dgn • Free file> CB2.dgn • Open Properties dialog for CB2.dgn • Change to Audit Trail tab, review entries, close dialog • Delete file> CB3.dgn • Log out

  29. Lab 4h • Reviewing the audit trail • Log in to PW Explorer as adminpw • Navigate to folder> Test2 • Hmmm, I wonder what happened to file CB3.dgn?? • Right-click Test2 folder, and choose> Properties • Change to Audit Trail tab • Folder Audit Trail keeps history of files that once were… • Close Folder properties dialog when done

  30. Folder Audit Trail

  31. Review • Topics covered in this Chapter • Creating users, and establishing the settings • Configuring default settings for new users • Restricting users’ ability to change their own settings • Security and hidden folders • Importing folder structures • Audit Trail

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