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ProjectWise 101 Chapter 7 - Environments

ProjectWise 101 Chapter 7 - Environments. Gary Cochrane – Technical Director Geospatial Sales – North America. ProjectWise Environments. Provide additional/custom attributes: For Documents Appears to user on Document Properties dialog On tab> Attributes, and More Attributes

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ProjectWise 101 Chapter 7 - Environments

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  1. ProjectWise 101Chapter 7 - Environments Gary Cochrane – Technical Director Geospatial Sales – North America

  2. ProjectWise Environments • Provide additional/custom attributes: • For Documents • Appears to user on Document Properties dialog • On tab> Attributes, and More Attributes • As delivered, these tabs are empty, or undefined • Part of ProjectWise deployment is to work with customer to develop these tabs • Also covered in ProjectWise Administrator class

  3. Steps involved • Plan the Environment • Determine what fields are needed • Decide what type and length the fields should be • Create the layout for the Attribute tab • Create the layout for the More Attributes tab • Configure the fields • Establish default values, pick-lists, formatting, etc.

  4. Document Attributes / Properties

  5. Lab 1a • Use PW Administrator to Create new Environment • Log in to PW Administrator using adminpw account • Drill down to Environment category • Right-click, then choose New> Environment • At the Welcome Screen, select> Next • At the Environment Type screen, accept the default, and select> Next • Note: Second option is not implemented…

  6. Lab 1b • Create new Environment Wizard • Name the Environment: • Name> PW-101 • Description> PW 101 Class Environment • Select> Next • On the Database table screen • Choose> Create New table (the default) • Name> env_pw101 • Select> Next

  7. Lab 1c • Create New Environment Wizard • Designing new table screen • Press the Add button

  8. Lab 1d • Define the new attribute as follows: • Name> drawnby • Enable> Use Native data types • From the data types pick-list • Choose> varchar • For Length, key-in> 64 • Press Add • The new attribute appears in the list, but the Add dialog does not close

  9. Lab 1e • Add a second new attribute • Use all the same parameters, except Name • Name the new attribute> checkedby • Press the Add button • Note: it makes sense to add similar attributes, and then change parameters

  10. Lab 1f • Add a third attribute • Use the following parameters • Name> drawndate • Type> datetime • Press Add • Note: On datetime type field, length parameter is not available

  11. Lab 1g • Add a fourth attribute • Use the following parameters • Name> checkeddate • Type> datetime • Rather than pressing Add, simply press OK • Since this is the last one • Press Next to continue

  12. Lab 1h • Environment Settings screen • Leave both options unchecked • Press Next to continue • Press Finish to create the Environment • What if we decide later that we need to add more attributes? • Simply select the Environment, and choose to add attributes • Prior to XM version, it was not possible…

  13. Lab 2a • Designing the Attributes tab • First we need to create a name • You can have multiple layouts for the Attributes tab, so each one must have a name • From PW Administrator, select> Interfaces • Right-click, then choose New> Interface • Name the new interface> English-US • Press> OK • Repeat the process to create another new interface • Name> English-UK

  14. Lab 2b • Define the English-US Attribute tab • Drill down to: • Environments> PW-101> Attribute Layout> English-US> Attributes tab

  15. Lab 2c • Layout the Attributes tab • Right-click in the right-hand pane, then choose: • Add Attributes • Select all 4 fields (use CTRL+click) • Press OK • Now that all fields are added, arrange/size them to suit your taste • See next slide…

  16. Lab 2d • Change/correct tab order • Select Display tab order button • Make corrections as necessary using buttons> • Move Top, Move Up, Move Down, Move Bottom • Turn off tab order when done

  17. Lab 2e • Aesthetic changes • Double-click> drawnby • Properties dialog for the attribute appears • Change to the Interface tab • Change the label text from “drawnby” to “Drawn By:” • Press OK to accept the change • Repeat the process for the remaining attributes

  18. Lab 2f • Usability Changes • Enter default value for Drawn Date: • Double-click Drawn Date • Change to Value tab • Change Default Value type to> System Variable • Pick browse (…) button by System Variable • Choose> $DATETIME$ • Press OK to close the dialog

  19. Lab 2g • Usability Changes • Enter default value for Drawn By: • Double-click Drawn By • Change to Value tab • Change Default Value type to> System Variable • Pick browse (…) button by System Variable • Choose> $USER.DESCR$ • Press OK to close the dialog

  20. Lab 2h • Usability Changes • Create pick-list for Checked By: • Double-click Checked By • Change to Value tab • Change Value List type to> Fixed • Pick browse (…) button by Fixed values field • Enter Names and Descriptions for list of checkers • Press Add…

  21. Lab 2i • Creating the pick-list for Checkers • After pressing Add • Enter value> King • Description> Jerry King • Press OK, then press Add again • Enter value> Riddle • Description> John Riddle • Press OK • Note: you must order list properly if you want it ordered…

  22. Lab 2j • Add one more value to list • Select> King in the list, then press Add • Enter value> Bentley • Description> Keith Bentley • Press OK • Note new item appears above previously selected item • Press OK twice more to close properties dialog • Note pick-list on the Checked By item

  23. Lab 2k • Designate expanded size for button • Grab bottom handle for Checked By button • Drag down to indicate expanded size • (otherwise button won’t expand)

  24. Lab 2L • Usability Changes • Create automatic value for Checked Date: • Double-click Checked Date • Change to Value tab • Change Update Value type to> System Variable • Pick browse (…) button by System Variables field • Choose> $DATETIME$ • Then press> OK

  25. Creating a triggered update

  26. Lab 2m • Create the trigger condition • Set Update field when> Specific attributes are updated • Choose browse (…) button by specific attributes • Choose Checked By and press the “>>” icon • Press OK • Press OK again to close the properties dialog • We’re done defining attributes!

  27. Assigning the Environment • The Environment can now be assigned to PW folders • Each PW folder can be associated with an Environment • But only one Environment. In other words, all documents in that folder are subject to the same attributes • Environments are considered an optional setting for the folder • Prior to PW XM, it was mandatory. In other words, you could not create a folder until you had defined at least one Environment.

  28. Lab 3a • Assign the Environment to a folder • Close and re-open ProjectWise Explorer • Log in as User1 • Create a new folder underneath the User1 folder, using the following parameters • Name> Environment Example1 • Description> Class Environment Test • Environment> PW-101 • Press OK to create the folder

  29. Lab 3b • Add some files to the new PW folder • Open Windows Explorer, and browse to • C:\PW-101 Class Files\Environments • Drag/drop files A10.dgn & A11.dgn to the new PW folder • Once done, Open Document Properties for the first file • Change to the Attributes tab

  30. Notes Dialog title reads Unsaved Default Values Drawn By field Should show> User One Drawn Date field Today’s date Checked By field Does your pick-list work? Document Properties

  31. Lab 3c • Populate the attributes • Drawn By and Drawn Date should have default values • Add Attributes for • Approved by> Jerry King • For Approved Date, do not key-in anything • Either click in another field, or • Press Save • The Approved date field should be triggered • Because the Approved by field was populated

  32. Lab 3d • Save the Attribute changes • Press Save, and then Close the Properties dialog • Repeat the process, adding attributes to document A11.dgn • Did you notice… • The Interface option is now populated?

  33. Interfaces • A note on Interfaces • We defined the English-US Interface for the PW-101 Environment, • But did not define the English-UK Interface… • Using the Interface pick-list, we can switch on-the-fly • However the fewer interfaces, the better… • Users should not have to constantly switch interfaces

  34. Lab 3e • Review the Interfaces • Open Document Properties for A10.dgn again • Change to the Attributes tab • Note it no longer says “Unsaved Default Values” • With the Properties dialog still open • Change to the Interface> English-UK • The dialog should be blank • Change back to Interface> English-US • Close the Properties dialog when done

  35. Attribute Exchange • ProjectWise has the ability to synchronize Environment fields with placeholders: • In MicroStation files • Using Tag data • In AutoCAD files • Using Blocks with attributes • In Word docs • Using Word custom property fields • And theoretically in Excel docs

  36. Attribute Exchange w/ MicroStation • In MicroStation, we need tag data placeholders • Drawings A10.dgn & A11.dgn have this • Let’s take a look • Double-click A10.dgn • Zoom to lower right corner • Choose the MicroStation Tag Edit command (T-2) • Pick any of the yellow text in the titleblock • Record the Tag Set name, and Tag item Names • I’ve done it for you on the next slide… • Exit MicroStation when done

  37. Notes: Tag Set Name tb (in lower case) Individual tags description, title2 site1, site2 facility1, facility2 sheet drawnby, drawndate approvedby, approveddate version, scale MicroStation Tag Set

  38. Lab 4a • Configuring Attribute Exchange • Open PW Administrator • Log in as adminpw • Drill down to: • Attribute Exchange Rules> MicroStation Title Blocks • Right-click, and choose: • New> Attribute Class • Name the Attribute Class> tb • (it should match the Tag Set name from MicroStation) • Press OK

  39. Lab 4b • Adding individual attributes • Select the new attribute class (tb) • Then right-click, and choose New> Attribute • We need to tell PW what the placeholder names are within MicroStation, and which PW attribute to map to them • Since our Environment was a quickie, we don’t have a PW match for everthing that was in the DGN file tags • At the Wizard Welcome screen • Choose> Next

  40. Lab 4c • Create mapping for the description tag • On the Attribute Name screen • Enter> description (remember this was one of the tags in the MicroStation file) • Press> Next • On the Binding the Attribute screen • Press> Add • (we now need to choose which attribute in PW will be mapped to the description tag in MS)

  41. Binding the attribute • Choose from standard properties, or Environment properties

  42. Lab 4d • Bind to Document Properties> Description • Choose the default properties group • Document Properties • Then select> DocDescription • Press OK when done • Press Next to advance the wizard • On the Format screen • Highlight the item, then press Default Format • Press Next • Press Finish

  43. Lab 4e • Add a binding for Drawn By • Select the new attribute class (tb) • Then right-click, and choose New> Attribute • At the Wizard Welcome screen • Choose> Next • On the Attribute Name screen • Enter> drawnby (this is the tag name in the DGN file) • Press> Next • On the Binding the Attribute screen • Press> Add

  44. Lab 4f • Choose a PW attribute for Drawn By • Choose the Environment properties group • Then select> drawnby • Press OK when done • Press Next to advance the wizard • On the Format screen • Highlight the item, then press Default Format • Press Next • Press Finish

  45. Lab 4g • Add a binding for Drawn Date • Select the new attribute class (tb) • Then right-click, and choose New> Attribute • At the Wizard Welcome screen • Choose> Next • On the Attribute Name screen • Enter> drawndate (this is the tag name in the DGN file) • Press> Next • On the Binding the Attribute screen • Press> Add

  46. Lab 4h • Choose a PW attribute for Drawn Date • Choose the Environment properties group • Then select> drawndate • Press OK when done • Press Next to advance the wizard • On the Format screen • Highlight the item, then press Format • Choose a Date format, and press OK • Press Next, and then press Finish

  47. More of the same • We could add the rest, but it’s just repetition at this point • So we’ll skip it for the sake of brevity • But we do need to establish when the synchronization between PW and MS will occur

  48. In PW Administrator Right-click> MicroStation Title Blocks Choose Properties Enable only: Document is Opened Press OK Lab 4i

  49. Lab 5a • Test the Attribute Exchange • Close and re-open PW Explorer • Log-in as User1 • Navigate to folder> Environment Example1 • Open Document Properties for A10.dgn • Enter a better description value • Description> FIRST FLOOR PLAN • Press Save, and Close • Double-click the file to open MicroStation • Exit file, and check-in when done

  50. Title Block Notes • Attribute Exchange • Is one-way, from PW to MicroStation • Tag edits in MS will be overwritten at the next file open • You can push tag edits back to PW using key-in: • titleblockupdatedms • You can also modify PW properties from within MS • Using key-in> titleblock modify

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