ProjectWiseV8iSs4UserEss Georgia DOT 17-Jul-2013 PDF

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Class Date: 17-Jul-2013
ProjectWise V8i (SELECTseries 4)

User Essentials
Bentley Institute Course Guide
TRN011590-1/0007
Trademark Notice
Bentley and the "B" Bentley logo are either registered or unregistered trademarks or
service marks of Bentley Systems, Incorporated. All other marks are the property of their
respective owners.
AutoCAD is a registered trademark of Autodesk, Inc.
Copyright Notice
Copyright 2012, Bentley Systems, Incorporated. All Rights Reserved.
AccuDraw, MDL, MicroStation, and SmartLine are registered trademarks; PopSet and
Raster Manager are trademarks.
ProjectWise V8i (SELECTseries 4) User Essentials
Copyright 2012 Bentley Systems, Incorporated
Aug-12
Course Set Up
Important for the Instructor
The set up must be completed in the classroom, or on any VM, for exercises in this
course to work correctly. MicroStation and Microsoft Excel and Word are used in
the class, as well as ProjectWise Explorer.
ProjectWise Administrator
ProjectWise Administrator V8i must be installed and a datasource created

using the delivered PW datasource template.
Important: The course uses the files that are delivered in the example projects
that the template provides. Most used are in the MicroStation V8 XM Edition
folder.
Enable the following check boxes for the datasource:

Audit trail tab (of the datasource properties dialog):
Audit trail record types set to Document:
Log Document Create
Log Document Modify
Log Document Move
Log Document Check in
Log Document Check out
Log Document Copy out
Log Document Delete
Log Document Access (Export)
Log Document Version change
Aug-12
Create the following three users, using the user name as the password. This
step and the next are for use with teaching access control and user groups/
lists:
3
Course Set Up
Name: Drafter ~ Description: Drafter

Name: Engineer ~ Description: Engineer
Name: Project Manager ~ Description: Project Manager
Create the following two groups. Do not add any users:

Name: Design
Name: Management
These log ins are for the members of the class. Create a Default user named
student01. Enable the user setting Message Folders -> Show message folder in
UI, and assign a working directory. Enable the option to create projects under
Project Permissions. Add the user to the Administrator group (for access
control).
Create the rest of the users student02, student03, etc. from the Default user.
One for each member in the class.
Expand the Document Processors icon, Full Text Indexing, and enable
indexing.
Import Standard_env.aam from the data set.
ProjectWise Explorer
Install ProjectWise Explorer, with iDesktop integration for all applications.
In the folder that contains the latest version of the MicroStation example files
(currently MicroStation V8 XM Edition), Building project, \seed folder, place
the files sheetseed-01.dgn, sheetseed-02.dgn, sheetseed-03.dgn from the
class data set. You must create a file for each user in the class.
ProjectWise Dependency Service

ProjectWise Dependency Services will run on top of an existing ProjectWise
Explorer V8i (SELECTseries 1) installation (8.11.7.107 or later).
Install ProjectWise Dependency Services to add a Dependency Viewer tab to the
preview pane in ProjectWise Explorer.
Course Set Up
Aug-12
Create a folder named PWDS in the datasource and populate it with the contents
of the PWDS folder from the class data set (including sub-folders). Run scanref on
the folder, scanning for references and link sets, as students do not learn how to
do this until later in the ProjectWise Explorer Client module.
If you are going to work with spatial features
In ProjectWise Explorer:
Copy the \Spatial folder from the class data set into the Geospatial projects
\Dgn folder and drop it. The files in this folder have GCSs applied.
After doing the steps in the next section, return to PWE and select Tools >
Scan spatial locations for the \Spatial folder, extracting both location and CS.
Add a coordinate system. In ProjectWise Administrator, right click Coordinate

Systems and click Add. Add from Projected defs from ESPG, area
undetermined group, EPSG:2029 - NAD27(76) / UTM zone 17N.
Add the background map \Spatial\Peterborough.dgn, as a static layer (Add

Layer -> arrow next to URL field, Add as static CAD layer). Name it
Peterborough, select the CS you added, and click OK. This will take a moment.
When done, click Browse and place it in the \Geospatial\Dgn\Spatial folder in
ProjectWise.
In ProjectWise Administrator:
Other set up
If you want ProjectWise Navigator and i-model Composer integration, these
applications must first be installed on clients.
Then, the \Program Files\Bentley\imodelComposer (or
Navigator)\config\applpw.cfg file for both must be changed to uncomment the
line beginning with #PWDIR:
# Define "PWDIR=ProjectWise Explorer install path" here to enable desktop
# integration. Otherwise, ProjectWise integration is enabled only for
launches
# from PW Explorer.
#PWDIR=C:/Program Files/Bentley/ProjectWise/
to
# Define "PWDIR=ProjectWise Explorer install path" here to enable desktop
# integration. Otherwise, ProjectWise integration is enabled only for
launches
Aug-12
Course Set Up
# from PW Explorer.
PWDIR=C:/Program Files/Bentley/ProjectWise/
Make sure that the path reflected here is the path to the ProjectWise Explorer
install on the system.
Remember to set up Program Associations for them and Extension Associations

for .overlay.dgn (Navigator) and .i.dgn (i-model Composer) In ProjectWise
Explorer.
Course Set Up
Aug-12
Table of Contents
Course Set Up ______________________________________ 3
Course Overview ____________________________________ 15
Course Description ____________________________________15

Target Audience_______________________________________15
Prerequisites _________________________________________15
Course Objectives _____________________________________15
The Managed Environment ___________________________ 17
Module Overview _____________________________________17

Module Prerequisites __________________________________17
Module Objectives_____________________________________17
Document Concepts and Creation Methods_________________17
Document Access______________________________________19
Check out and check in ______________________________20
Controlled access __________________________________20
Workflow and life cycle______________________________21
Document versions _________________________________21
Integrated Applications _________________________________22
Information Structure __________________________________22
Folders and projects ________________________________22
Editing ___________________________________________23
Attributes ________________________________________23
Document Audit Trail _______________________________24
Module Assessment ___________________________________24
The Integrated Environment __________________________ 25

Module Overview _____________________________________25
Module Glossary ______________________________________26
Introductory Knowledge ________________________________27
Questions ________________________________________27
Answers __________________________________________27
Supported Applications _________________________________28
Aug-12
Table of Contents
Table of Contents
Logging in to Integrated Applications ______________________29

Changing the log in preference________________________29
Integrated MicroStation ________________________________30
Integrated dialogs __________________________________31
Integrated commands_______________________________32
Attaching ProjectWise documents as references__________35
References and versions _____________________________36
Reference exchange ________________________________37
Missing references _________________________________37
In place reference activation _________________________38
Design History _____________________________________40
ProjectWise-managed cell libraries ____________________41
Title Block integration _______________________________42
Printing __________________________________________43
Integrated ProjectWise Navigator_________________________44
Marking up documents with ProjectWise Navigator _______44
Related document markups __________________________46
Integrated i-model Composer ____________________________47
Integrated AutoCAD ___________________________________49
Logging in from the desktop __________________________49
Integrated dialogs __________________________________49
Integrated commands_______________________________50
Sheet Set Manger __________________________________54
Session File Manager _______________________________55
Title blocks in AutoCAD______________________________57
Integrated Microsoft Office Applications ___________________57
Logging in from the desktop __________________________57
Working with documents ____________________________58
Closing and checking in from Microsoft Office____________59
Inserting pictures __________________________________60
Linking documents _________________________________60
Microsoft Outlook __________________________________61
The ProjectWise Explorer Client ________________________ 67

Module Overview _____________________________________67
Module Glossary ______________________________________68
Questions ________________________________________69
Answers __________________________________________69
Logging in to a Datasource ______________________________69
ProjectWise Explorer Window____________________________70
Refreshing the datasource list ________________________71
Working directory __________________________________72
Table of Contents
Aug-12
Table of Contents
The Datasource List ____________________________________73

Default datasource list icons__________________________74
The Document List_____________________________________75
Document information ______________________________75
Working with ProjectWise Explorer _______________________77
Showing information about what is in the datasource _____78
Sorting documents in the document list ________________81
Copying paths to documents and folders________________81
Custom tool bars ___________________________________82
The Preview Pane _____________________________________83
Folder and Project properties tabs _____________________84
Document Properties tab ____________________________84
Photo Preview tab__________________________________85
The Access Control tab ______________________________87
Components tab ___________________________________87
The Spatial tab_____________________________________88
Spatial searches____________________________________92
Projects and Folders ___________________________________93
Creating Projects ___________________________________93
Creating Folders ___________________________________96
Copying out and exporting Projects and Folders __________98
Documents___________________________________________99
Creating documents ________________________________99
Document Creation wizard ___________________________100
Resolving document creation conflicts__________________102
Document properties _______________________________103
Document security properties ________________________105
Document Attributes _______________________________106
Interfaces ________________________________________107
Modification of document Attributes___________________108
Audit Trail ________________________________________109
Creating new versions of documents ___________________110
Exporting and importing documents ___________________110
Working with references and logical sets________________111
Scanning for references and link sets ___________________112
Notes about raster references ________________________115
Working with flat sets _______________________________115
Working with link sets_______________________________118
Titleblock integration _______________________________121
Renditions in ProjectWise Explorer ________________________122
Point Cloud and Raster Reference Streaming ________________124
Printing______________________________________________124
Printing from ProjectWise Explorer ____________________125
Batch printing _____________________________________125
Using ProjectWise InterPlot Organizer __________________126
Aug-12
Table of Contents
User Groups and Lists and Access Control ________________ 129
Group and User List Management_________________________129

User groups _______________________________________129
User lists _________________________________________130
Access Control ________________________________________131
Folder security _____________________________________132
Folder permissions _________________________________134
Document permissions ______________________________137
Module Assessment____________________________________138
Workflows, States, and Messaging _____________________ 139

Module Overview______________________________________139
Module Prerequisites___________________________________139
Module Objectives _____________________________________139
Module Glossary ______________________________________140
Questions_________________________________________140
Answers __________________________________________140
Workflow Overview ____________________________________141
Assigning Workflows to Folders and Projects ________________141
Changing document state ____________________________142
Final status________________________________________143
Sending ProjectWise Messages ___________________________143
Document links ____________________________________144
Sending email messages _____________________________145
Using message folders_______________________________145
Executing Searches __________________________________ 147

Module Overview______________________________________147
Question _________________________________________147
Answer___________________________________________148
Locating Documents ___________________________________148
Quick Searches ________________________________________148
Quick Search Settings _______________________________148
Search expressions _________________________________150
Advanced Searches ____________________________________152
The search form____________________________________152
Open folder _______________________________________153
Printing search results_______________________________156
Copy data to Excel __________________________________157
Attributes and More Attributes tabs ___________________157
Range searches ____________________________________158
Table of Contents
10
Aug-12
Saving searches ____________________________________159

The Search Builder__________________________________160
Project Searches_______________________________________162
Spatial Searches _______________________________________163
Notes About All Searches________________________________164
Settings and Utilities _________________________________ 165

Module Overview______________________________________165
Module Glossary ______________________________________166
Questions_________________________________________166
Answers __________________________________________166
Important User Settings_________________________________167
Working Directory __________________________________167
User Interface-> Show Local Document Organizer on log out 167
User Interface-> Show Selective Set Open _______________167
User Interface-> Display descriptions ___________________167
User Interface-> Show_______________________________168
Document-> Leave local copy on check in _______________168
Document-> Leave local copy on free___________________168
Document List -> Double click action ___________________169
Message folders-> Show message folders in user interface__169
Document Creation Conflicts-> Default Action____________169
Project permissions-> Allow user to create projects _______169
Scanning for References and Link Sets _____________________169
Overview of the process _____________________________170
Priority searches ___________________________________171
Log file ___________________________________________173
Importing missing files ______________________________174
Proximity searches _________________________________174
Combining Priority and proximity searches ______________175
Scanning for Link Sets _______________________________176
Selecting the correct link set source ____________________178
Scanning for Spatial Locations ____________________________178
Scanners _________________________________________179
Performing a scan __________________________________179
Geometry extraction options _________________________180
The Local Document Organizer ___________________________182
Applying commands ________________________________183
Working with exported files __________________________184
Workspace copies __________________________________185
Error Descriptions _____________________________________185
Aug-12
11
Table of Contents
Navigating ProjectWise Web Parts _____________________ 187

Module Overview______________________________________187
Questions_________________________________________188
Answers __________________________________________188
Accessing a Site _______________________________________188
Using the Navigation Web Part ___________________________188
Browsing _________________________________________189
Using the Content Web Part _____________________________190
Changing the View__________________________________191
Interacting with documents __________________________191
Comparing design documents_________________________192
Using the Search Web Part ______________________________193
Running new searches_______________________________193
Advanced searches _________________________________194
Running saved searches _____________________________195
Notes about all searches _____________________________196
Using the ProjectWise Navigation Web Part _________________196
Using the Publishing and Markup Web Part _________________197
Viewing __________________________________________198
Plotting __________________________________________198
Measuring ________________________________________199
Markups__________________________________________200
The ProjectWise Navigator Web Part ______________________201
Using the Properties Web Part ___________________________202
Modifying Properties of a Project or Folder ______________202
Modifying document properties _______________________203
Nested references __________________________________204
Table of Contents
12
Aug-12
Aug-12
13
Table of Contents
Table of Contents
14
Aug-12
Course Overview
Course Description
This course is for individuals who need to manage documents throughout a
project cycle. It presents many aspects of document management using
ProjectWise.
Target Audience
This course is recommended for the following audience(s):
Those who will use ProjectWise Explorer in a managed environment
Prerequisites
Familiarity with Windows Explorer
Familiarity with Microsoft Office applications
A basic understanding of MicroStation
Course Objectives
After completing this course, you will be able to:
Aug-12
Log in from the desktop and work with integrated applications
Navigate using ProjectWise Explorer and use its features
Use workflows
Search for documents
15
Course Overview
Course Objectives
Scan for References and Link Sets and use other utilities
Navigate ProjectWise Web Parts
Note: This course update for (SELECTseries 4) contains information about new
features available in the release. Obviously not all new features added to the
ProjectWise suite of products are pertinent to this course, but those that are
will be indicated by the tag New for (SELECTseries 4):
Course Overview
16
Aug-12
The Managed Environment

Module Overview
This module discusses a managed environment in which documents can be
shared among team members.
Module Prerequisites
Knowledge of the Windows operating system
Module Objectives
After completing this module, you will be able to:
Understand the concept of the ProjectWise managed environment
Document Concepts and Creation Methods

When a file is uploaded from a file system into ProjectWise, it becomes a
document. The ProjectWise definition for a document is, essentially, a record in
the database. Documents contain metadata about the file, such as document
description, associated application, document status, the date the file was
imported, and custom attributes. The files themselves are stored on a file server,
whereas document metadata is stored in the ProjectWise database.
The database record may or may not be associated with an actual file, so you can
create something called a placeholder document. This is simply a container of
metadata with no electronic file attached. Placeholder documents can be used to
Aug-12
17
Document Concepts and Creation Methods
represent electronic files you are planning to import into ProjectWise, or hard
copy documents or drawings that remain in a file cabinet.
This concept is unique to the managed environment and is extremely powerful

when managing documents with ProjectWise. You never need to know where the
file is physically located. In fact, you do not have direct access to a file. It can only
be accessed through ProjectWise using the security assigned in the datasource.
When you create a document its name and file name are often the same, but the
property fields are independent of each other so you can give a document a
different name than its attached file. A cryptic file name can actually have a
descriptive name.
New for (SELECTseries 4):

You can lock the document name and file name properties together, so that
whatever you set for the document name is automatically set for the file name.
This can make naming and renaming documents and their attached files easier as
you move forward.
18
Aug-12
Document Access
Document Access
Documents are generally passed from their creator to the necessary members of
a team during the life of a project. This involves making copies of the original
document and giving a copy to each of the team members.
This creates many individual copies of the same document, which increases the
potential for inconsistency. Someone must keep track of the file that contains the
most up to date information and coordinate all changes.
Using ProjectWise, documents exist in a managed environment. During projects, a
single instance of a document is available to members of the project team.
The document is stored in a location accessible to all team members. It can be

viewed by all members, but it can be checked out for use by one team member at
any time.
Aug-12
19
Document Access
Check out and check in
When a team member wants to edit a document, they can check it out. Checking
out a document downloads a copy of the document to your working directory.
When you perform a check out the database record for the document is marked
accordingly.
When another team member needs access to the file, or when all work is
completed, the document is checked in. A team member can always refresh the
servers copy using tools in ProjectWise Explorer or an integrated application so
that other team members can view or reference the latest version.
Controlled access
ProjectWise is a controlled access system. Project team members are assigned
rights to various documents and these rights can change at various stages
throughout the project.
There are five broad levels of access when using the ProjectWise Explorer client.
No access: The folder structure or documents will not be seen.
Viewing access: The folder structure or document file names and properties
can be seen in ProjectWise, but document content cannot be viewed.
Read access: A document may be opened read-only. No changes can be made

to the document.
Commenting or redlining access: A document can be opened read-only.

Comments can be made about the document, but no changes can be made to
the content.
Editing access: A document can be opened and edited.
20
Aug-12
Document Access
User settings and access controls are an administrative function of ProjectWise.

The administrator defines these settings in advance.
Workflow and life cycle
Your rights to a document may change as the document passes through the
various stages that are the life cycle of the project. In ProjectWise, this concept is
known as a workflow.
An administrator defines workflows appropriate for a project. The workflow can

be as detailed or as simple as the project requires. Workflows consist of a number
of states, such as Draft, Pending Approval, Approved and Obsolete. Access
controls are typically implemented on each state to ensure that project
participants have access to documents at appropriate states in the workflow. They
are two directional. Documents can move forward and backward.
Example states in a document life cycle:
Draft: A document has been created, but it is not complete. Most edits are
done in this state.
Pending Approval: A document is available for review. Most redlining is done

in this state.
If there are modifications to be made, the documents state is changed back
to Draft.
Approved: A document has been approved and is available for distribution.

This state is typically read-only.
Obsolete: A document is no longer valid, but is kept for reference. This state is
typically read-only.
Document versions
ProjectWise handles the document life cycle by having a single document with as
many versions as required. All previous versions are locked as read only, and the
current version is the only version that can be edited.

The Version field in the New Document Version dialog is editable, allowing you to
change the current active versions label when you are creating a new version.
Aug-12
21
Integrated Applications
Integrated Applications
ProjectWise can track documents in any file format and can track abstract
documents. Abstract documents are documents that do not have an associated
electronic file, such as paper drawings.
Although MicroStation design files and Microsoft Office files are common,
ProjectWise will track any other type of file and can display many without the
native application installed.
Once the correct connections between software applications and ProjectWise are
configured, double clicking on a document of a specified type will automatically
activate the linked application.
Information Structure
ProjectWise Explorer is the primary interface for the document repository. This
interface is similar to the Windows Explorer, and provides a hierarchical view of
the file system.
Folders and projects

In ProjectWise Explorer, documents are associated with individual folders or
projects in a datasource.
In its simplest form, each datasource represents a working area. When
ProjectWise is launched, the available working areas, or datasources, will be listed
in ProjectWise Explorers datasource list, which is on the left side of the
application window. Each datasource is associated with a separate database and
one or more storage locations.
Two datasources are visible
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Aug-12
Information Structure
A key difference between ProjectWise and Windows folders is that ProjectWise

folders and sub-folders are records in the ProjectWise database, not an actual
directory structure. Projects are folders that have added intelligence.
The Building and Civil projects and Civil sub-folders
Sub-folders are not required, but just as in the Windows operating system, the
best browsing performance results when each folder further describes the
documents and sub-folders that it contains. Each folder contains a relatively
limited number of documents.
Any document to which you have access can be located by browsing the
document hierarchy or by using a query based on a variety of search criteria.
Results of a search for Acrobat PDF documents
Editing
Once the desired document is located, you can edit it without knowing its exact
location in the ProjectWise hierarchy or the actual storage area. The document
may actually reside on a server on a different continent.
Hint: When you perform a check out, documents go to a folder in your working
directory. When you perform an Export, you can select a destination folder for
documents.
Attributes
Because ProjectWise is a database system, it is able to store information, or
attributes, for each document. There are standard or built-in attributes, which are
stored by default such as document name, filename, document creator, file
Aug-12
23
Module Assessment
creator, last update time or version. ProjectWise can track file properties defined
at the operating system level, and even index common files types and CAD files
for full text search if configured by the ProjectWise administrator.
It can track information defined in advance by the ProjectWise administrator. This

is information such as a project number, project specific information, paper
document location or the even the organization receiving exported files.
Document Audit Trail

Document audit trail provides you with a list of all activities that have taken place
for the selected document. Your administrator enables or disables this feature
and determines the type of information that will be tracked. They also determine
whether you have permission to see the audit trail.
An audit trail record is created as an action takes place. You can view a
document's audit trail report by selecting the Audit Trail tab in a documents
properties dialog. You can customize the report, print it, or save it to a file.
Module Assessment
Assessment is often equated with evaluation, but the two concepts are different.
Assessment is used to determine what an individual knows or can do.
Complete the assessment to see what you have gained from reviewing this
module.
Managed Environment Assessment
24
Aug-12
The Integrated Environment

Module Overview
When an application is integrated with ProjectWise, you can search for, open,
check out and check in documents directly from the application. You open the
integrated application directly from the desktop and log in to a datasource.
Integration is accomplished using iDesktop integration, which is part of the
ProjectWise Explorer client installation.
Familiarity with opening, creating, and editing files in MicroStation
Familiarity with MicroStation tools and procedures
Familiarity with MicroStation view controls
Knowledge about MicroStation reference files
Some knowledge about MicroStation cells
Some knowledge about MicroStation tags
Module Objectives
Aug-12
Work with integrated MicroStation
Work with integrated AutoCAD
Work with integrated Microsoft Office applications
Work with integrated Microsoft Outlook
25
Module Glossary
Module Glossary
Access control: The method for controlling which users have access to documents
and folders.
Audit trail: The mechanism for recording document and folder activity in the
datasource. The items tracked by an audit trail are specified in ProjectWise
Administrator. The audit trail itself is viewed in ProjectWise Explorer.
Check in: To upload your modified document.

Check out: To lock a document and download a copy of it to your working
directory. No other user can check out or edit the document until you complete
your work and check it back in.
Attribute: A custom supplemental property for a document. You enter the values
for a document's custom properties on the Attributes and More Attributes tabs of
the documents properties dialog.
Environment: An environment is a collection of custom supplemental document

properties established by a ProjectWise administrator. They apply to folders and
projects. Once applied, the documents therein inherit the attributes of that
environment, and can be seen in the documents properties dialog. Environments
are optional in a datasource and are not required for your folders and projects.
Copy out: To download a copy of a document into your working directory without
checking out the document.
Export: To check out a document and download it to a folder outside of your

working directory, and therefore outside of ProjectWise. The document can then
be used by those not using ProjectWise. Exporting a document locks the
document so that no other user can check out and edit it until you import it back
into ProjectWise or free it.
Free: To remove a lock on a document. Freeing a document undoes a check out or
export. This is a good option when you have opened a document, or checked it
out, but have made no changes.
Local copy: A copy of a document that has been downloaded from the server,
whether by check out, copy out, or export.
Logical set: A DGN or DWG document that has other documents referenced into
it.
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Aug-12
Introductory Knowledge
ProjectWise Explorer: The main client interface for ProjectWise, from which you
can check out, open, modify, and otherwise manage ProjectWise documents,
folders, and projects.
Before you begin this module, let's define what you already know.
Questions
Update server copy: To replace the server copy of a document with your modified
local copy of the document without changing the document's checked out status
on the server.
How do you attach a reference file (or Xref)?
How do you manipulate references once they are attached?
What is a nested reference attachment?
What is a tag (or attribute)?
What is a cell (or block)? A cell library (block definition table)?
What is a model (or modelspace/paperspace)?
Answers
Aug-12
Open the References dialog (or EXTERNALREFERENCES) and select File >
Attach (or XATTACH).
Use the tools in the References dialog, or the References toolbox to move,
copy, clip etc. (or Refedit tools).
You can see the contents of files that are attached to other references.
Changes to reference attachments in designs that are referenced to other
designs are reflected the next time either the active model's views are
updated or the file is reopened.
Non-graphical attributes that may be attached to elements drawn in

designs.
A cell is a complex element composed of a group of primitive or other

complex elements that is stored in a cell library for repeated placement.
27
Supported Applications
They are stored in library files (.cel) or in DGN libraries (.dgnlib) (or an
invisible data area called the block definition table).
6
An independent container within a file that stores graphical information

and specific settings.
The ProjectWise readme lists the primary applications and versions known to be
supported with ProjectWise V8i at the time of release.
Supported Applications
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Aug-12
Logging in to Integrated Applications
Logging in to Integrated Applications

When opening integrated applications from the desktop, you select the
datasource to which to log in from the Log in dialog. Then you enter your user
name and password. This can be a logical account, which is a ProjectWise user
account created for logging in to a ProjectWise datasource and used only for that
purpose, or it can be a Windows-based account.
If the option is there, you can enable Use Windows Single Sign-On for
authentication, which lets you use your Windows user credentials to log in to
ProjectWise. This option displays only if an administrator enabled single sign on
for the datasource. Using this option disables the User Name and Password fields.
When you click the Log in button, ProjectWise attempts to log you in to the
datasource using the same Windows user name and password that you used to
log in to the operating system.
If you want to automatically log in to the same datasource using the same user
name and password the next time you open an application from the desktop,
enable Auto-login to this datasource the next time I work with this application.
Changing the log in preference

If you have permission to do so, you can change your auto-login settings for an
integrated application.
How to change your auto-login settings:

First, open the ProjectWise V8i Network Configuration Settings dialog by
selecting Tools > Network Configuration Settings in ProjectWise Explorer.
Select the iDesktop Auto-Login tab. Then, select the integrated application for
which you want to change the auto-login settings and click Modify.
Aug-12
Use the Use computer setting or Do not login automatically options to

force a manual log in.
Use Auto-login to datasource and Use Single Sign-On to take advantage of

those options.
29
Integrated MicroStation
When you are done, click OK, and then Apply.
When launching integrated MicroStation from the desktop or Windows Start
menu the ProjectWise Log in dialog opens first.
Exercise: Launch MicroStation and log in to the integrated environment

1
Double click the MicroStation icon on the desktop, or launch MicroStation

from the Start menu.
Select the class datasource from the datasource list.
Supply your user name and password.

For example, student01/student01, or student02/student02. The
instructor will provide your login name and password.
Enable The Auto-login to this datasource the next time I work with this
application and click Log in.
You see a message that indicates that you will be saving your credentials
on the computer.
Click Yes.
If you want to auto-login, ProjectWise needs to store your login credentials for
later reuse. ProjectWise takes the login credentials, encrypts them and stores the
encrypted values in the Windows registry. This means that only the user that is
logged in will be able to use the saved credentials to auto-login, and all other
users cant see what the saved credentials are. ProjectWise shows a warning
dialog to remind them that they are storing encrypted passwords on the system.
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Aug-12
Integrated dialogs
In integrated MicroStation, the file open dialogs are replaced by ProjectWise
dialogs, enabling you to check out and open documents from inside MicroStation.
The dialogs show you the datasource location of the file, its description, and file
name.
Use the Application list to limit the available files to those of the selected
application and the extension list to filter by extension.
Choosing to see only MicroStation files listed
Searching using integrated dialogs

The Quick Search bar in the File Open, Select Document, and Open dialogs lets
you perform quick searches for documents, folders, and projects. The search
returns all documents, folders and projects that match the entered text. Searches
run from the Quick Search bar are not case sensitive.
How to use quick searches:

First, enter the criteria by which you want to search and click the Start Search
arrow at the right of the Search field. The Quick Search bar supports wildcards
(*) and the use of AND, OR, and NOT.
Searching for files containing the string AE9
Aug-12
31
Then, click the downward arrow next to the magnifying glass to change the
type of search.
- Select All Content to search document names, descriptions, file names and
extensions, the text inside documents, folder and project names and
descriptions, custom project properties and environment attributes. An
environment is a collection of custom supplemental document properties that
an administrator establishes. Once specified for documents, you can search on
them.
- Select Full Text Search to search for the same criteria as All Content,
excluding environment attributes.
- Select Document and Folder Properties to search for the same criteria as All
Content, excluding the text inside documents, environment attributes, or
custom project properties.
Integrated commands
Several commands on the File menu are integrated with ProjectWise.
Exercise: navigate to the project and open a file

1
In the File Open dialog, navigate to the folder with the latest version of the
MicroStation example files to see the example projects.
The instructor will provide the exact location.
Delivered example projects
Double click the Building project.
32
Aug-12
Double click the \seed folder, select sheetseed-##.dgn, where ##

corresponds to your student identification, and click Open.
The file is now checked out to you.
When other team members navigate to this folder they will see a lock icon
preceding the file name.
Note: Once you have opened a DGN document, that document is added to the
Address bar in ProjectWises Select Document dialogs for quick access in the
future.
File > Update Server Copy

Use this command to update the server copy of a file that is stored in the
ProjectWise storage area without checking the file in. Using this command, the
file is still checked out to you, but others will be able to see the changes you have
made if they open the file read-only or attach it as a reference.
File > Refresh Local Copy

If another user checks in a document that you have copied out, you can update
your local copy with the newer server copy by using Document > Refresh Local
Copy.
File > Save As

When you create documents in ProjectWise, you can use a wizard to help you
define its properties or you can create documents without using the wizard.
Aug-12
33
When you select File > Save As the Select a Wizard dialog will appear if no
Document Creation wizard is yet set as the default.
These options specify how you want to create a new document.

If you click the No Wizard icon, no document creation wizard will be used when
you create a new document. Selecting No Wizard here ensures that, if you
attempt to create a new document in an integrated application, the application
will open whatever ProjectWise dialog it normally uses to create new ProjectWise
documents.
If you click the Advanced Wizard icon, the Advanced Document Creation Wizard
presents the steps. You will store a document record in the ProjectWise database
as well as saving the file in MicroStation. You can change the document name and
description, or the file name, as well as assigning other attributes or changing the
application used to open the file.
Exercise: Save a DGN to another folder

1
In MicroStation, select File > Save As from the main menu bar.
Click No Wizard and click OK.

You will create a document without using a wizard to guide you through
the process. The Advanced Wizard is discussed in the ProjectWise Explorer
module.
In the Save Document As dialog, click Select.
Select the Building projects \out folder and click OK.
Add the following in the Save Document As dialog:

Name: <your name>seed.dgn
Description: <your name>seed
File Name: <your name>seed.dgn
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Aug-12
Department: Proposals - Proposals
Click Save.
In the Check In dialog you see the check mark indicating that, when you
opened the DGN file in integrated MicroStation, the file was checked out
to you.
Click Check In.

You are checking in the first file you opened, sheetseed-##.dgn, from the
\Seed folder. The copy you made using Save As is still open.
Attaching ProjectWise documents as references

Using the References dialog you can attach DGN and DWG documents stored in
ProjectWise to the open document. You can also attach ESRI shapefiles. Similarly,
you can attach raster image documents stored in ProjectWise using the Raster
Manager.
In ProjectWise, this is referred to as creating a logical set. Once the attachment is
made, ProjectWise stores the reference information in the ProjectWise database,
as well as inside the master DGN file. This lets you perform searches in
ProjectWise Explorer that look for all of the master documents to which a
particular reference is attached.
Exercise: Attach a file managed by ProjectWise as a reference

1
Continuing in <your name>seed.dgn, select File > References to open the

References dialog.
in the References dialog, click Attach Reference.

The ProjectWise Attach Reference dialog appears.
Aug-12
Open the Building projects \Dgn folder.
Select BSI300AE101-Plan.dgn, click Add, and then click OK.
35
You now attach the file using normal MicroStation procedures. Note the
attachment settings.
5
Set the following in the Reference Attachment Settings dialog:

Model: Ground Floor Plan
Detail Scale: 1:100
Nested Attachments: Live Nesting

6
Click OK.
Fit View.
Depth: 2
Best Practice: To detach references from a logical set, use MicroStations
References dialog so that MicroStation is aware of the transaction.
Checking out references

When you open a file with references, the references are copied out by default. If
you want to edit those files, they must be checked out. There is an option in the
Select Reference Documents dialog that lets you check the files out.
References and versions

In ProjectWise you can create many versions of a document. The latest version is
the only one thats active, the others are read-only. However, you may want to
view information from another version as a reference.
(New for SELECTseries 4)

You can update a master document to use a different version of the same
reference document. The version that you choose will be copied out when the
master document is opened and used instead of the active version. This version of
the reference will be used by the master document until you select another
version to lock to the master document.
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Aug-12
Reference exchange
Use this option to switch into a referenced model.
Exercise: Exchange to a reference file, checking it out

1
Continuing in <your name>seed.dgn, in the References dialog, right click

on the reference BSI300AE101-Plan.dgn, and select Exchange.
Exchange opens the reference file and closes the file you were in. You are
prompted to check the file out. If you click No, the file will open, but it will
be read-only.
2
Click Yes.
Check in <your name>seed.dgn and the referenced file opens.
Missing references
Exercise: Reference documents

1
Continuing in BSI300AE101-Plan.dgn, you can see that there are

referenced files.
If this information is red for any file, it means that the file cannot be
located.
This can be resolved two ways. You could run the delivered reference
scanning utility, which will search ProjectWise and resolve missing
references automatically. This is discussed in the ProjectWise Explorer
module. You can also resolve the problem manually. For a single file, you
will most likely resolve the problem manually.
2
In the References dialog, right click a missing reference and select Settings
from the pop-up menu.
The full path to a file is listed at the top of the dialog. It indicates that it
cannot be found.
Click the Browse button at the top of the dialog.
In the Reattach Reference dialog, navigate to the location of the missing

file, select it, and then click Open.
BSI300G-0-Border.dgn is in the Building project \seed folder.
In the Attachment Settings dialog, click OK.

Attachment settings will be the same as for the originally attached
reference. Once the correct file is identified, the problem is resolved.
Aug-12
37
Note: If the reference has a file referenced to it, the Select Reference
Documents dialog appears so you can choose to locate all references.

Live nesting is respected.
Click Previous Model in the View Groups dialog at the bottom left of the
application window to return to <your name>seed.dgn, checking that file
out and checking BSI300AE101-Plan.dgn in.
In place reference activation

In place reference activation lets you make edits to a reference without leaving
the file you are in; the master file. The master file is not checked in; you retain a
check out on the file. Activating a reference checks it out.
To use this, open a master file with references from ProjectWise. Right click on an
element that is in the reference you want to activate, or right click the file name in
the References dialog, and select Activate.
Once a reference is activated, the position of the graphics on the screen dont
change. The graphics that are not part of the activated reference turn grey so you
can see the editable elements. There is also a mark in the Activate column in the
References dialog. If you mouse over the check mark you will see that the file is
write locked. In ProjectWise Explorer, you can see that both files are still checked
out.
Use Deactivate, on the References dialogs right click menu to return focus to the
master file. Deactivating the reference does not check the document back in. It
remains checked out, but it is editable. The reason that deactivate does not
automatically release the lock is that once the lock is relinquished, it is not
possible to undo changes. If you are actively working on 3 files, moving from one
to another using activation, it makes sense to hold the locks until you decide you
are ready to release them.
To check in an activated reference, check it in when you exit the master file. An
Alert indicates that you will no longer be able to make changes. When the Check
In dialog appears, click Check In.
If you right click on an activated file in ProjectWise Explorer and select Check In,
an Alert indicates that the file is already open any further modifications you make
from MicroStation will be lost. Use one of the other methods to release the lock.
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Aug-12
Important: References that have been activated are not available for editing in
another session. This also applies to references that have been deactivated. To
make a reference available for editing in another session, you must release the
lock on it. If you use activation, remember to release the locks in the References
dialog or by checking in all documents when you exit the master file.
Modifying reference properties

You modify reference properties the same way you do when using MicroStation
without ProjectWise.
Exercise: Modifying reference properties

1
Continuing in <your name>seed.dgn, in the References dialog, click the

Show hierarchy icon.
Expand <your name>seed.dgn by clicking the +, and then expand

BSI300AE101-Plan.dgn.
The attached models are listed. The file PlanClip is expandable, indicating
second depth nesting.
3
Right click on BSI300AE101-Plan.dgn in the right frame of the References

dialog and select Settings from the pop-up menu.
In the Attachment Settings dialog, change Nested Attachments to a Depth

of 1 and click OK.
The files at second depth nesting disappear.
Leave the References dialog open.
Select File > Save Settings.
Attaching shapefiles
ESRI shapefiles can be attached as vector references in integrated MicroStation
V8i. When you are in integrated MicroStation and you attach a shapefile to a
DGN, ProjectWise creates two sets of files when you check in the master DGN.
One set describes the relationship between the master DGN and the attached
shapefile.
One set describes the relationship between the shapefile and its own related
files.
Also, when you attach a raster file to a DGN, and that raster file has its own
related files, ProjectWise again creates two sets on check in of the master DGN.
Aug-12
39
There is one for the relationship between the master DGN and the attached raster
file, and one for the relationship between the raster file and its own related files.
Design History
MicroStation design history lets you track what has been changed in a file.
Changes are tracked, and periodically you commit them. This saves the changes
into a history log and lets you view what has changed in the file over time.
When you open a file that has uncommitted changes in it you are asked to take
ownership of those changes. If you refuse, the file is opened read-only.
Make and record changes in the integrated environment using normal
MicroStation procedures.
Exercise: Open a file and view changes

1
Continuing in <your name>seed.dgn, select Utilities > Design History >

Initialize, type Initialized DH in the Initialize History dialog, and click OK.
The status bar icon indicates that the Design History has been initialized
for the file you created.
Select Tools > Tool Boxes > Design History to open the Design History
toolbox.
Select Show design history.

Show Revisions in Reference Files is enabled in the Design History dialog,
so you can see the revisions that have occurred in the reference you
attached, BSI300AE101-Plan.dgn.
Right click on BSI300AE101-Plan.dgn in the right frame of the References

dialog and select Settings from the pop-up menu.
In the Attachment Settings dialog, change Nested Attachments to a Depth

of 2 and click OK.
The files at second depth nesting reappear.
Click the Commit Changes tool in the Design History toolbox and type:
Changed nest depth
Click OK.
This revision is added.
Select File > Close, checking the documents in.
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Aug-12
Now the lock is removed from BSI300AE101-Plan.dgn.

9
Note the icon preceding the file name in the Select Document dialog.
The icon shows a sheet of paper indicating that the file has references; it is
a set.
ProjectWise-managed cell libraries

You can attach a cell library from ProjectWise using its Attach Cell Library dialog
and normal MicroStation procedures.
When you select File > Attach, or Attach folder, in the Cell Library dialog, the
ProjectWise Attach Cell Library dialog appears. When you attach a cell library
through ProjectWise, the cell library is always read-only.
To attach a cell library that is not ProjectWise-managed, meaning directly from
MicroStation, click Cancel in the ProjectWise Attach Cell Library dialog. The
MicroStation Attach Cell Library dialog will appear.
Creating ProjectWise-managed cell libraries

You can create a ProjectWise-managed cell library directly in MicroStation.
How to create a ProjectWise-managed cell library:

First, in the MicroStation (Element > Cells) Cell Library dialog, select File >
New. The Select a Wizard dialog will appear if no Document Creation wizard is
set as the default. This is the same as creating any other new ProjectWise
document.
If you select No Wizard, the ProjectWise Create Cell Library dialog appears.
Otherwise, you must enter the necessary data in the Advanced Wizard and
then the Create Cell Library dialog will appear. Then, select the folder in which
you want to store the library. Supply a name, description and file name, and
then click Save.
Aug-12
41
Title Block integration

Title block integration allows ProjectWise to populate title block information in
MicroStation. Once the administrator has set up title block integration, tag
elements contained within files are automatically populated with data from the
DGN file or from within ProjectWise.
Updating ProjectWise attributes from MicroStation

You may have information in an existing title block that you want to use to update
the ProjectWise database, rather than updating the title block from the
ProjectWise database.
Exercise: Update an attribute from MicroStation

1
In the Select Document dialog, move up one level, and then open the
\Dgn folder.
Open BSI300AE101-Plan.dgn.
A message in the status bar informs you that title blocks were updated
successfully.
Use the view controls to zoom in on the borders title block.
Select the Edit Tags tool from the Tasks dialog.
Click on the text AE101 in the Rev. box.
In the Edit Tags dialog, click in the Value column for the DRG. NO. tag and
change it to AE101-1.
Click OK.
Select Utilities > Key-in.
Type the following in the Key-in browser:
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Aug-12
titleblock updatedms
10 Press Enter.
A message in the status bar informs you that the update is successful.
11 Select File > Save Settings.
12 Exit MicroStation, checking the document in.
Note: There is more on this feature in the ProjectWise Explorer Client module.
Titleblock key-ins
TITLEBLOCK PLACE is used to place the cell that contains the attribute tag set in
the DGN. When the cell is placed, the attribute values are automatically updated
with the current values from the ProjectWise database.
TITLEBLOCK MODIFY opens the ProjectWise Document Properties dialog for the
open document. Attribute values edited through the Document Properties dialog
are saved directly to the ProjectWise database and appear in the active model
when you click Save on the dialog.
TITLEBLOCK UPDATEDMS is used to save title block attribute values edited from
the active model to the ProjectWise database, after editing the values using
MicroStation's Edit Tags tool.
TITLEBLOCK UPDATENOW is used to refresh the active model to show the current
title block attribute values in the ProjectWise database. TITLEBLOCK UPDATENOW
is useful when you have open a master DGN with references, and another user
updates the attribute values in any of those references.
Printing
In integrated MicroStation, you can select File > Print and use MicroStations
printing system to print files.
If you use InterPlot Utilities, there are two additions to MicroStations File
menu; IPLOT and Print Organizer.
Select Print Organizer to open that utility for printing and reprinting sets of
models stored in a print set (.pset) file. A print set is a collection of print
definitions and folders. After composing a print set, you can print the set or
publish the prints to a PDF document.
Aug-12
43
Integrated ProjectWise Navigator
The IPLOT item opens the IPLOT dialog, which lets you submit prints from
within MicroStation. You can publish prints to a PDF document or add them to
an Organizer Plot Set (.ips) file.
You can also run .PSET print jobs from the Batch Print menu in ProjectWise
Explorer.

When launching integrated ProjectWise Navigator from the desktop or Windows
Start menu, the ProjectWise Log in dialog opens first. Within integrated
ProjectWise Navigator, you use the ProjectWise File Open dialog to open files
from the datasource and, when you save, you see the ProjectWise Save As dialog
so you can save back into the datasource.
When you launch ProjectWise Navigator from the desktop, integration with
ProjectWise Explorer is turned off by default. To turn on desktop integration, your
administrator must modify the PW.CFG file delivered with ProjectWise Navigator.
When ProjectWise Navigator is integrated with ProjectWise you can use it to
markup DGN and DWG documents stored in a datasource. When you markup a
DGN or DWG document, ProjectWise Navigator creates an overlay document to
contain the markup.
Marking up documents with ProjectWise Navigator

When you markup a document, the mark up is stored in a new document, called
the overlay document. This lets you add comments without altering the original
document content. Once you create an overlay document, the original document
is referred to as the reviewed document.
To markup a DGN or DWG document, select the document and then select
Document > Markup. This downloads a copy of the document to your working
directory. At the same time, ProjectWise Navigator creates a copy of this
document in a temporary local folder that is outside your working directory. It is
given the extension .overlay.dgn.
The new overlay document is opened in ProjectWise Navigator, and the reviewed
document is attached as a reference to the overlay document. (You can verify this
by opening the References dialog in ProjectWise Navigator.) Note that when the
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Aug-12
overlay document first opens in ProjectWise Navigator, it is not yet stored in

ProjectWise, it only exists in the temporary local folder. To save it to ProjectWise,
you need to select File > Save or File > Save As in ProjectWise Navigator.
Exercise: Markup a DGN document
If ProjectWise Navigator is installed and integrated on your system, you

can complete the following exercise.
1
In ProjectWise Explorer, click BSI400-W01-Contours.dgn in the Civil

projects \Dgn folder.
Select Document > Markup.
A new overlay document is created for the selected document and is

opened in ProjectWise Navigator. The reviewed document is attached as a
reference to the overlay document so you can see the content.
3
Click the Create Markup task.
In the tool settings, add the Description Color change and assign it to
drafter1.
Enter a data point in the file.
From the Redline task, click Place Text.
Type the following:

Change color of contours on level Plan Prop Contour Minor to 2
Place the text in the file and reset.
Select File > Save to save the new overlay document.

If the Save Document As dialog opens, change any information as
necessary, then click Save.
Aug-12
45
If the Advanced Document Creation wizard opens, follow the steps in the
wizard to completion.
10 Exit ProjectWise Navigator and click Check In when the Check In dialog
opens.
By default, the overlay document will be stored in the same folder as the
reviewed document, and the document name and file name for the overlay
document are the same as that of the reviewed document, except that the
overlay document name and file name now both have the extension .overlay.dgn.
Note: There is an option on ProjectWise Explorers right click menu, Set > Show
Markups that works the same as the Set > Show References command.
To save the new overlay document to a location outside of ProjectWise, select File
> Save As, then click Cancel in whichever ProjectWise dialog opens, or press the
<Esc> key on the keyboard. This returns you to ProjectWise Navigators Save As
dialog.
Related document markups

You can create multiple overlay documents from the same reviewed document if
necessary. To do this, you can either select File > Save As again while the overlay
document is still open in ProjectWise Navigator, or if you are back in ProjectWise
Explorer, you can select the reviewed document again and select Document >
Markup.
You can search for and find all the overlay documents that were created from a
single reviewed document.
How to find overlays created from the same document:

First, select a reviewed DGN or DWG document in ProjectWise Explorer, and
select Document > Set > Show Markups.
A window opens listing all the overlay documents that exist for the selected
DGN or DWG document.
If the selected DGN or DWG document does not have any overlay documents,
a message appears stating No Documents Found.
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Aug-12
Integrated i-model Composer
You can also find the reviewed document from which a particular overlay
document was created.
How to find a reviewed document:

An i-model is a format used for project information exchange, such as when
project information needs to be reviewed at a milestone. An i-model is a copy
meant for information exchange. It is not the source content that users create and
modify.
First, select an overlay document and select Document > Set > Show
References. A window opens displaying the selected overlay document. Below
it, you see the reviewed DGN or DWG document. To see details, select View >
Details.
An i-model is read-only and is always saved with an .i.dgn extension. It converts

information to a simpler representation, with smaller file size and easy navigation.
No matter what format the input data is in, the i-model unifies it in a simple form.
The process of converting the .DGN or .DWG file into an I.DGN file is called
publishing. It publishes the master file and each of its (displayed) references,
resulting in a corresponding i.dgn file for each.
All design files that can be opened in MicroStation can be published to an i-model.
You can also combine several published i.dgn files into a single, protected file.
When launching integrated i-model Composer from the desktop or Windows
Start menu, the ProjectWise Log in dialog opens first. Within integrated i-model
Composer, you use the ProjectWise File Open dialog to open files form the
datasource and, when you save, you see the ProjectWise Save As dialog so you
can save back into the datasource.
The ProjectWise Browser utility in ProjectWise i-model Composer lets you browse
and review the documents and component data managed in a ProjectWise
repository. You browse and review from within ProjectWise i-model Composer.
Before you can use the utility, an administrator must configure it to work with
ProjectWise.
Aug-12
47
Exercise: Create an i-model

If i-model Composer is installed and configured on your system, you can
complete the following exercise.
1
Note the icon preceding the file BSI300AE301-Sections.dgn in the Building

projects \Dgn folder.
It is a logical set, meaning that it has references attached.

2
Double click it to open it in MicroStation, copying the references out.
Open the References dialog and note the attached .dgn references.
Exit MicroStation, freeing the file.
Launch i-model Composer from the desktop, logging in to the class

datasource.
Navigate to \Building\Dgn\BSI300AE301-Sections.dgn in the File Open

dialog and click Open.
Make sure all references are selected, and then click OK in the Select
Reference Documents dialog.
Select File > Publish i-model and just click OK to create the i-model.
Note the message Center. The references are being stored in your working
directory. The .i.dgn will be placed in the same folder as the original file in
ProjectWise.
When you see the message in the Message Center stating that it has
finished building a ProjectWise logical set, exit i-model Composer.
10 Open BSI300AE301-Sections.dgn.i.dgn in MicroStation.

11 Open the References dialog and note the .i.dgn references.
Even though they are not in the ProjectWise folder, they are visible in the
i-model file.
12 Exit MicroStation, freeing the file.
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Aug-12
Integrated AutoCAD
Integrated AutoCAD
You can invoke AutoCAD from ProjectWise Explorer, or from the desktop using
iDesktop integration.
Note: When installing on a 64-bit operating system, the ProjectWise Explorer installer
displays a feature called ProjectWise 64-bit components. This feature is

delivered in support of iDesktop Integration support for 64-bit Autodesk
products. Note that ProjectWise Explorer itself is still a 32-bit application.
Logging in from the desktop
If automatic login is configured and you launch integrated AutoCAD from the
desktop, when you select File > New or File > Open, you will be automatically
logged in to the pre-selected datasource using the pre-set user name and
password. Once logged in, ProjectWise's Open Document dialog opens.
If automatic login is not configured, launching integrated AutoCAD from the

desktop and selecting File > New or File > Open opens the ProjectWise Log in
dialog.
Select the desired datasource from the Datasource list, and supply your user
name and password.
Integrated dialogs
In integrated AutoCAD, the file Open (OPEN and DMSOPEN), Save (QSAVE and
DMSQSAVE), and Save As (SAVE, DMSSAVE, SAVEAS, and DMSSAVEAS) dialogs are
replaced by ProjectWise dialogs, enabling you to check out and open documents
from inside AutoCAD. The dialogs show you the datasource location of the file, its
description, and file name.
Use the Application list to limit the available files to those of the selected
application.
You can search for documents stored in ProjectWise. The process is the same as
searching using integrated MicroStation dialogs.
Aug-12
49
Integrated AutoCAD
Integrated commands
These operations work like the operations in AutoCAD without ProjectWise. The
difference is that when you open or save files, the appropriate ProjectWise dialog
appears rather than the usual AutoCAD dialog. Use the following table as a
reference guide.
When ProjectWise is integrated with AutoCAD, several commands on the File

menu are integrated with ProjectWise. There is also a ProjectWise menu.
When you want to
In AutoCAD, select
Add the current file to ProjectWise for the first

time.
File > Save As
Save the current file to a location outside of

ProjectWise (whether the file is already a
ProjectWise document or not).
File > Save As, then in the Save

Document As dialog, click Save to disk.
Open a file stored in ProjectWise.
File > Open
Open a file not stored in ProjectWise.
File > Open, then in the Open Document

dialog, click Open from Disk.
Create a ZIP package of the current drawing

and its dependent files, and store it in the
datasource
File > eTransmit
Save the current file to ProjectWise (whether

the file is already a ProjectWise document or
not), but as a different file type.
ProjectWise > Export, then in the Save

Document As dialog, click Format button
and selected a different file format.
Add a view (from a ProjectWise document) to

a sheet
ProjectWise > Place On Sheet
Since AutoCAD blocks are standard drawing files, typing wblock at the command
line opens ProjectWises Save Document As dialog, which lets you save the
current drawing in a folder where you wish to allocate to blocks.
Additions to the File menu

File > Save As
When you create documents in ProjectWise, you can use a wizard to help you
define its properties or you can create documents without using the wizard.
When you select File > Save As the Select a Wizard dialog will appear if no
Document Creation wizard is yet set as the default.
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Aug-12
Integrated AutoCAD
These options specify how you want to create a new document.

If you click the No Wizard icon, no document creation wizard will be used when
you create a new document. Selecting No Wizard here ensures that, if you
attempt to create a new document in an integrated application, the application
will open whatever ProjectWise dialog it normally uses to create new ProjectWise
documents.
If you click the Advanced Wizard icon, the Advanced Document Creation Wizard
presents the steps. You will store a document record in the ProjectWise database
as well as saving the file in AutoCAD. You can change the document name and
description, or the file name, as well as assigning other attributes or changing the
application used to open the file.
File > Save

Selecting File > Save will save your changes to the location of the currently open
document. For example, if the open document came from ProjectWise, it saves
the changes to the file in your ProjectWise working directory. If the open
document came from a location outside of ProjectWise, it saves the changes to
the file in its current location.
How to save a document to another location or change the format:

First, from AutoCAD's File menu, select Save. Then, in the Document section
of the Save Document As dialog, accept the existing document information or
select the appropriate folder and type information into the Name,
Description, and File Name text fields. To change the format of the document,
click Format. In the Save File As Type dialog, select the file type. This could be
either an AutoCAD Drawing Template File (DWT) or earlier versions of
AutoCAD, which lets you open the saved file with an earlier release of
AutoCAD.
When you click Save, the document is saved to the selected ProjectWise
folder and is automatically in a checked out state.
File > eTransmit

Lets you create a ZIP package of the current drawing and its dependent files, and
store it in the datasource.
How to create a ZIP package and store it in the datasource:

First, Select File > eTransmit. If the Save Document As dialog opens, select the
folder to store the new ZIP document in, enter the name, description, and file
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Integrated AutoCAD
name of the new ZIP document, then click Save. If the Advanced Document
Creation Wizard opens, click Next. When the Select Target Folder page opens,
select the folder to store the new ZIP document in and click Next and fill in the
rest of the pages.
Then, in the Create Transmittal dialog the open document is added to the ZIP
file. If you click OK now, just the open document and its dependent files will
be included in the ZIP document. If necessary, you can add more DWG
documents to the ZIP file, or remove the open document to the ZIP file before
clicking OK. The new ZIP document is saved to the selected ProjectWise folder.
Additions to the ProjectWise menu

When AutoCAD is integrated with ProjectWise, you will see a ProjectWise menu
to the left of the AutoCADs File menu.
Note: In integrated AutoCAD 2010, there is a ProjectWise tab on the AutoCAD ribbon
bar.
ProjectWise > Insert
Using the ProjectWise > Insert > External Reference command (DMSXREF) you
can attach a ProjectWise DWG document as an external reference to the open
AutoCAD document.
ProjectWise examines the file header of any AutoCAD file when it opens. If
external references have been attached to the file using the enhanced
commands, it copies these files out to the correct folders, so that they are
available to the master document. This occurs whenever an AutoCAD file
opens, so any nested references contained in the external reference to a
master document also copy out.
Note: Only AutoCAD files can be selected as reference files.
When you open a master document with xrefs attached from ProjectWise, the
master document is checked out and the reference files (xrefs) are copied out.
If you try to open one of the xrefs while the master document is still open, you
may get an error message reporting that the file is in use.
This is because AutoCAD loads xrefs in Exclusive mode. The xrefs are locked
and cannot be open while the master file is open. If this is the case, change
the XLOADCTL variable from 1 to 2 using the Set Variable command. This will
then load xrefs in Non-exclusive mode, enabling you to open xrefs whilst the
master file is still open. The Set Variable command can be invoked either from
the Tools > Inquiry menu or from the command line.
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Integrated AutoCAD
To insert a raster image stored in ProjectWise as a block in the open AutoCAD

document, Select ProjectWise > Insert > Raster Image (DMSIMAGE). Navigate
to the image, select it, and then enter the insertion point, scale and angle of
rotation in AutoCAD. The selected image is inserted into the open document
as a block.
Use ProjectWise > Insert > Markup (DMSINSERTREDLINE) attach a markup file.
Use ProjectWise > Insert > Title Block (TBINSERT) to insert a title block
document stored in ProjectWise in the open AutoCAD document.
ProjectWise > Export
Use the Export command to save the current AutoCAD file as a different file type
in ProjectWise.
How to save the current AutoCAD file as a different file type in ProjectWise:
First, select ProjectWise > Export. The Select a Wizard dialog will appear if no
Document Creation wizard is set as the default. Then, in the Document
section of Save Document As dialog, accept the existing document
information or type appropriate information into the Name, Description, and
File Name text fields.
To change the format of the document, click the Format button. From the
Save File as type options list, select the file type.
Next, click Save to export the document to ProjectWise.
ProjectWise > Place On Sheet

Use this command to add a view (from a ProjectWise document) to a sheet.
How to add a view to a sheet:

First, open a sheet set document stored in ProjectWise. Then, in Sheet Set
Manager, select the Sheet List tab, and open the desired sheet in the sheet
set. Select ProjectWise > Place On Sheet. In ProjectWise's Open Document
dialog, select the DWG document containing the view you want to place on
the sheet, and click Open.
In the Place on sheet view dialog, select which view in the selected DWG you
want to place on the sheet, then click OK. Specify an insertion point on screen.
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Integrated AutoCAD
The view is placed on the open sheet, and the DWG it exists in is now attached
as an external reference to the sheet. When you close and check in the sheet,
ProjectWise will create a logical set for the sheet and its reference
Sheet Set Manger

Sheet Set Manager is integrated with AutoCAD. Users work with the Sheet Set
Manager as they normally would, and ProjectWise is in the background.
Documents that are checked out are indicated by a lock symbol added to the file
icon. The Details section lists the individual to whom the documents are checked
out.
Sheet set files can be created in and opened from ProjectWise, sheets can be
created in ProjectWise, and layouts can be imported from ProjectWise. Templates
can be used to define sheet sets, but not stored in ProjectWise. Existing sheet sets
can be imported to ProjectWise and discovered when scanning for references.
ProjectWise manages the sheet set as a reference set, with the *.DST file as the
master file and all the sheets as references. When a sheet set stored in
ProjectWise is loaded into the sheet set manager, all the sheets are copied out to
the local working directory. Additionally, reference management commands, such
as Set->Show References from ProjectWise Explorer will show the sheet set
members.
The sheet set manager works with ProjectWise the same way as with the file
system. In the presence of ProjectWise, the following workflows are integrated:
Opening a sheet set from ProjectWise
Opening a sheet set from the file system
Creating a new sheet set into ProjectWise
Creating a new sheet set into the file system
Importing a layout from ProjectWise as a sheet
Importing a layout from the file system as a sheet
Renaming and renumbering sheets in ProjectWise
Renaming and renumbering sheets in the file system
Removing sheets
Publishing sheets to ProjectWise as DWFs
eTransmit sheet sets to the file system
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Integrated AutoCAD
Session File Manager

This utility provides better access to managed documents that are opened or
referenced in the integrated session. It provides some functionality from the Xref
Manager dialog and ProjectWise Explorer from within the integrated AutoCAD
session.
When a ProjectWise document is opened in AutoCAD, the document is

automatically added to the list of open documents in the ProjectWise Session File
Manager. When a ProjectWise document with references is opened, ProjectWise
Session File Manager also lists the ProjectWise reference documents that are
copied out to the working directory. Any documents opened from the file system
will not be listed in ProjectWise Session File Manager, nor will any references
attached from the file system. Once a master document is closed, it is removed
from the ProjectWise Session File Manager window along with its references.
The Session File Manager lets you do the following things.
Aug-12
Switch the active document, by double clicking the document to be activated

in the Session File Manager window.
Display a thumbnail preview of the selected document.
Check out and open the selected reference document (right click and select
Open).
Open the selected reference document as read-only (right click and select
View).
Check in the selected document. To check in a reference document, right click

and select Check-In. To check in a non-reference document, it must be closed
first (right click and select Close, then click Check-In when the Check-In dialog
opens).
Update the server copy of the selected checked out document (right click and
select Update Server Copy).
Free the selected document. To free a reference document, right click and
select Free. To free a non-reference document, it must first be closed (right
click and select Close, then click Free when the Check In dialog opens).
Locate the selected document in its folder in ProjectWise Explorer (right click
and select Locate in ProjectWise).
Filter the display of documents by those that are checked out, copied out,
and/or exported.
Open the Properties dialog of the selected document (right click and select
Properties).
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Integrated AutoCAD
Run a quick audit trail report on the selected document (right click and select
Audit Trail).
Attach the selected document as a reference to the active document (right

click and select Attach as Reference).
Sort the list of documents in Session File Manager by file name, file type, or
ProjectWise folder name
Display all the Session File Manager documents in a flat list view, or display
them in a reference view, with all reference documents listed under the
master document in which they are referenced.
There is a Recent Documents / Most Used Documents view in ProjectWise Session

File Manager. When the Recent Documents view is active, a thumbnail image is
displayed for each of the ProjectWise documents you have had open from the
current and previous sessions of integrated AutoCAD. If you then switch to the
Most Used Documents view, then the documents are rearranged to list the most
recently used documents in the order which they are most frequently used. As
the list grows, you can clear the Recent Documents / Most Used Documents view
as needed.
Note: All information presented in this dialog is in the context of the current session,
and will change from working session to session.

Note that when View is selected, AutoCAD creates a read-only copy of the
document, and then displays that read-only copy.
The reference hierarchy can be filtered to include or exclude the display of
referenced images, overlays, or inserts. A display filter is provided to temporarily
restrict the display to files that meet the display filter criteria
The thumbnail image preview available from the Session File Manager is not the
same as the thumbnail image preview on the File Open or Select Document
dialogs. Session File Manager gets its thumbnail image from the copy of the
selected document in the local working directory.
There is a Recent Documents / Most Used Documents view in ProjectWise Session
File Manager. When the Recent Documents view is active, a thumbnail image is
displayed for each of the ProjectWise documents you have had open from the
current and previous sessions of integrated AutoCAD. If you then switch to the
Most Used Documents view, then the documents are rearranged to list the most
recently used documents in the order which they are most frequently used. As
the list grows, you can clear the Recent Documents / Most Used Documents view
as needed.
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Integrated Microsoft Office Applications
Note: The Session File Manager requires .NET 2.0 to be installed on the client and the
user will be prompted to install the .NET 2.0 components if they are not
installed. This is likely only an issue for pre-AutoCAD 2006 versions, as .NET 2.0
was an AutoCAD requirement starting with the 2006 release.
Title blocks in AutoCAD

Use ProjectWise > Insert > Title Block (TBINSERT) to insert a ProjectWise DWG
document as a title block in an open AutoCAD document.
Use ProjectWise > Update Title Block (TBUPDATE) to update a title block in an
open AutoCAD document, with changes made to the attributes in ProjectWise's
datasource.
Use ProjectWise > Update DMS Attributes (TBUPDATEDMS) to update the

attributes in ProjectWise's datasource, with changes made to the title block in an
open AutoCAD document.
Use TBUPDATEONOPEN to update title blocks when the document opens.
Use TBAUTOUPDATE to update title blocks in the drawing, based on title blocks in
Use TBAUTOUPDATEDMS to update title blocks in the ProjectWise database
based on title blocks in the drawing.

Microsoft office applications can be integrated with ProjectWise. When they are,
a ProjectWise menu is added to the application.
Logging in from the desktop

If automatic login is configured for integrated Microsoft Office applications and
you launch one of those applications from the desktop, when you select (File >)
New or (File >) Open you will be automatically logged in to the selected
datasource using the specified user name and password. Once you are logged in,
ProjectWises Open Document dialog opens.
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If automatic login is not configured, when you select (File >) New or (File >) Open
the ProjectWise Log in dialog appears.
As with other integrated applications, you can enable Use Windows Single SignOn for authentication, and Auto-login to this datasource the next time I work
with this application.
Working with documents

Once you have opened an Office document stored in ProjectWise, it is added to
the Address bar in the Open Document dialog.
To browse for and open Office files that are not stored in ProjectWise, click the
Open from Disk button. Even if you open a file that is not stored in ProjectWise,
your Microsoft Office session remains integrated with ProjectWise. You can later
save the document into ProjectWise using the (File >) Save As command.
Saving and creating documents

Selecting (File >) Save saves your changes to the current file location. For example,
if the open document came from ProjectWise, selecting (File >) Save saves the
changes to the file in your ProjectWise working directory.
Changes are only saved to ProjectWise when you Check In or Update Server Copy
of the document.
Selecting (File >) Save As lets you save the open document with a different name
or to another location inside or outside of ProjectWise, or you can use it to save
the open document into ProjectWise for the first time.
How to save the open document under a different name or to another

location:
First select (File >) Save. Any changes are saved locally.
- If the open document is a ProjectWise document and you want to check it in,
select (File >) Close, or (File >) Exit.
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- If the open document is not yet stored in ProjectWise but you would like it to
be, select (File >) Save As. The Select a Wizard dialog will appear if no
Document Creation wizard is set as the default. Then, select the Folder in
which to store the document and provide the document information.
Closing and checking in from Microsoft Office

You must close a document open in any Office application to check it in.
How to close and check in:
First, if you have made any changes to the document, first select (File >) Save
to save your changes locally. Then, select (File >) Close, or (File >) Exit to close
the ProjectWise document. In the Check In dialog, enter any comments if
required by your administrator, and click Check in.
If you select (File >) Close or (File >) Exit before (File >) Save, you will be prompted
to save your changes locally first. If this happens, click Yes to save your changes
locally. You must click Yes if you want your changes to be saved to ProjectWise.
Your administrator can configure simple or automatic check in for Office
Applications.
Aug-12
When simple check-in is enabled and you close a checked out document, the
standard ProjectWise Check In dialog is replaced with a simple confirmation
dialog that prompts you, Check in closed document? You can then click Yes
or No.
59
When automatic check-in is enabled and you close a checked out document,
the document is automatically checked in without any prompting.
Inserting pictures
How to insert a picture:

First, place the cursor at the point in the document where you want the image
to be placed. Then, select ProjectWise > Insert > Picture.
ProjectWise lets you insert an image stored in ProjectWise into another Office
document stored in ProjectWise.
In the Insert Picture dialog, select the image document from ProjectWise and
click Open. The image is placed in the document. Note that this image is not
linked to the original document, it is simply a copy of that image, and is now
entirely an object of the Word document.
Linking documents
ProjectWise integration also supports the pasting of one Microsoft Office
document into another as a link. You can open linked documents from their
container documents by double clicking the document's link icon in the container
document. When you open a container document from ProjectWise, its linked
documents are copied out.
When linking documents you can use a local document, external to ProjectWise,
as the linked document.
How to link documents:

You must open the documents from inside ProjectWise Explorer client to do
this. To do so, select Start menu > Programs > Bentley > ProjectWise V8i >
ProjectWise Explorer, and open the two Office documents.
A link to Document B will be pasted into Document A. So, from Document B,
copy some text to use as the link. This is the spot where the document will
open when the link is clicked. Then, In Document A, place the cursor at the
point where the link will reside and select Home > Paste Special.
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In the Paste Special dialog, select Microsoft Word Document Object from the
list, enable the Paste Link radio button and Display as icon, and click OK.
Note: If Display as icon is off, the copied text will display as the link in the
container document.
Save Document A and save and close Document B, but dont check it in. To
test the link, in Document A, double click the link icon. The linked document
opens directly to the text you used to create the link.
Microsoft Outlook
You can save messages into ProjectWise.
How to save messages into ProjectWise:
In Microsoft Outlook 2007, select a message from the message list and select
File > Save As, or open the message and select File > Save As. In Microsoft
Outlook 2003 or earlier, select a message from the message list and select File
> Save to ProjectWise, or open the message and select File > Save to
ProjectWise.
The Select a Wizard dialog will appear if no Document Creation wizard is set as
the default. Select the wizard your organization uses, entering the necessary
data in the Advanced Wizard if used. In the Save Document As dialog, select
the folder in which you want to store the message and provide the name,
description and file name.
You can save Outlook messages to ProjectWise by dragging messages from

Outlook and dropping them into the appropriate folder in ProjectWise Explorer.
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Saving attachments to ProjectWise
You can save attachments to Outlook messages to ProjectWise by selecting a

message with a file attached and then selecting File > Save Attachments > Save
Attachments to ProjectWise, or by opening the message and selecting File > Save
Attachments to ProjectWise.
Inserting images and documents

ProjectWise is integrated with Outlooks Insert > Picture > From File command.
This integration lets you insert an image stored in ProjectWise into the open
message.
ProjectWise integration also supports the insertion of a ProjectWise document
into the open message, using Insert > Object. Once the link is inserted, you can
double click the link to open the document.
Inserting ProjectWise properties through attribute exchange

The attribute exchange feature of ProjectWise lets you insert ProjectWise
properties as text fields inside your Microsoft Office Word and Excel documents.
The text fields are linked to ProjectWise, so that if the value of the property
changes in ProjectWise, the text field will be updated accordingly in the
document. Likewise, you can update property values in ProjectWise by modifying
the value of the property from the document itself.
Before you can use attribute exchange

To use attribute exchange, your administrator first must set up Attribute Exchange
Rules for Microsoft Office in ProjectWise Administrator. By default, Attribute
Exchange Rules for Microsoft Office contain a set of custom properties, attributes,
that you can insert into your Word and Excel documents. These custom properties
all relate to ProjectWise properties of the document. For example, you can insert
the Folder_Name property into your document, so that the current location of
the document in ProjectWise is always displayed inside the document.
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Initializing documents for attribute exchange

Before you can insert a ProjectWise custom property into a document, you must
initialize the document so that the ProjectWise custom properties defined in the
delivered Attribute Exchange Rules template are available for insertion.
How to initialize a Word or Excel document for attribute exchange:
Open a Word or Excel document stored in ProjectWise. On the ProjectWise

tab, click Update Document. You can now insert any of the available custom
properties into the document.
Inserting custom properties
Inserting a ProjectWise custom property as a text field will insert the current
value of the selected property into a document. If there is no current value, then
the text field will be blank. For example, if you insert the Folder_Description
property and the document's folder has no description.
However, since that text field is linked to the Folder_Description property, once a
value is defined for that property in ProjectWise, then the field will be updated in
the document next time you click Update Document.
How to insert a ProjectWise custom property into a Word document:

In an open Word document that has been initialized, place the cursor at the
point you would like to insert a ProjectWise custom property. On the Insert
tab, select Quick Parts > Field. In the Field dialog, Field names list, select
DocProperty. In the Property list, select the ProjectWise document property
you want to insert. For example, Folder_Name. Click OK. The value of the
selected property is inserted into the document.
Inserting the Folder_Name attribute
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How to modify the value of a custom property from Word or Excel:

Click the Office Button and select Prepare > Properties. When the Document
Properties section appears across the top of the page, click Document
Properties > Advanced Properties.
In the Properties dialog, select the Custom tab. All of the ProjectWise custom
properties defined in Attribute Exchange Rules for Microsoft Office display on
this tab. If they do not display, close this dialog, select the ProjectWise tab,
click Update Document, and then open the dialog again.
From the Properties list, select a custom property. Change the Value field as
necessary and click Modify. Click OK when finished. On the ProjectWise tab,
click Update ProjectWise. This updates the ProjectWise datasource with the
new value. Now click Update Document on the ProjectWise tab to update the
document with the new value.
Important: When you are modifying custom property values from inside the
document, make sure you do not click Update Document before you click Update
ProjectWise. If you do, any changes you made through the Custom tab will be
overwritten with the current values from the datasource.
How to insert a ProjectWise custom property into a cell in an Excel

document:
In an open Excel document that has been initialized, select the cell in which
you would like to insert a ProjectWise custom property. Then, in the Formula
field, type =GetDocumentProperty("PROPERTY_NAME") where
PROPERTY_NAME is the custom property you want to insert.
The document resides in the \data folder
Updating custom properties

After you insert a custom property into a document, the value of that property
can be updated manually after you open the document, or automatically
whenever the document is opened, checked out, copied out, or exported.
Whether the property values are updated automatically is determined by the
administrator.
The steps for manually updating ProjectWise custom properties in the document
when the values have been changed in ProjectWise are the same as the steps for
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initializing the document to insert custom properties. Select the ProjectWise tab,
and then click Update Document.
You can modify the value of any of the custom properties from inside the
document, without returning to ProjectWise Explorer.
Adding new custom properties

If you want to insert ProjectWise properties that are not in the default list of
custom properties, you can add them. There are two parts to this process.
One part involves creating a new attribute under Microsoft Office Attribute
Exchange Rules in ProjectWise Administrator, which is done by your administrator.
The other part is creating a custom property of the same name from inside the
integrated Word or Excel application.
Once the property exists in both ProjectWise Administrator and the integrated
application, you can insert the custom property and update it.
How to create a new custom property from Word or Excel:
Click the Office Button and select Prepare > Properties. When the Document
Properties section appears across the top of the page, click Document
Properties > Advanced Properties.
In the Properties dialog, select the Custom tab. In the Name field, type the
attribute name which must be identical to the name of the custom property
the administrator created. For example, if the property is named
Document_Workflow_State in ProjectWise Administrator, then you name the
property that here. In the Value field, enter a text string as a placeholder
value. Word or Excel will not let you add the property without specifying a
value.
Click Add, and then OK. Now click Update Document on the ProjectWise tab.
This updates the value of all the custom properties with their current values
from ProjectWise, and the placeholder value is overwritten with the correct
value from ProjectWise.
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Module Assessment
Module Assessment
Integrated Environment Assessment
module.
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The ProjectWise Explorer

Client
Module Overview
ProjectWise Explorer is the main user interface for ProjectWise, from which you
access the datasources that contain your projects, folders and documents. This
module discusses the interface and its use.
Familiarity with Microsoft Office applications
Familiarity with MicroStation (or AutoCAD)
Knowledge about References (Xrefs) and models (paperspace)
Module Objectives
Aug-12
Log in to ProjectWise Explorer and create a Working Directory
Navigate the interface, create Projects and Folders
Set document properties
Define and change Attributes
Set and work with interfaces
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The ProjectWise Explorer Client
Module Glossary
Module Glossary
Background map: A background map is a backdrop, a key map that lets you locate a
spatial location in a geographical environment.
Copy out: To download a copy of a document into your working directory, without
checking out the document.
Datasource list: The left side of the application window, which lists all of the
datasources whose servers are detected and running.
Document list: The right side of the application window in which the selected
folder's documents are displayed.
Environment: An environment is a collection of custom supplemental document
attributes established by a ProjectWise Administrator. They are applied to folders
and projects. Once applied, the documents therein inherit the attributes of that
environment. The attributes can be seen by opening the documents properties
dialog. Environments are optional in a datasource, and are not required for your
folders and projects.
Export: To check out a document and download it to a folder outside of your
working directory, and therefore outside of ProjectWise. It can be sent out for edit
by those who do not use ProjectWise.
You can choose to lock a file when it is exported (Export options) or you can save a
copy without locking the file (Sen to folder option).
Final status: A state in which a document can no longer be modified.
Link set: A set of links to files, models, and supporting documents. Create and
open link sets using MicroStations Project Explorer dialog (File > Project Explorer).
Link Sets are stored in DGN Libraries and make the data contained in them
available to the entire project.
Placeholder document: A ProjectWise document that does not have an electronic
file assigned to it.
Reference: A model attached to, and displayed with, the active model for printing
or construction purposes. A reference cannot be modified. You can attach a
model that resides in either the open DGN file or some other DGN file.
When files that have references are imported into ProjectWise, ProjectWise is not
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aware of the references until you run the Scan References and Link Sets utility on
the folder in which they reside.
Questions
1
In ProjectWise, what is a document?
What is a simple definition for a datasource?
Answers
1
The ProjectWise definition for a document is, essentially, a record in the

database. It is an item This can be an electronic file in a ProjectWise folder,
or a placeholder for an electronic or hard copy file not stored in
ProjectWise.
Each datasource represents a working area. When ProjectWise is

launched, the available working areas, or datasources, will be displayed.
Each datasource is associated with a separate database and one or more
storage locations.
Logging in to a Datasource
Before you can use ProjectWise Explorer, you must log into a datasource. At log in
time, ProjectWise verifies your user name and password and determines your
access rights. These access rights depend on your user group assignment, the user
settings assigned to you by the administrator, the security on a particular folder or
document, and other settings.
If single sign in is not enabled for your datasource you will log in to the datasource
by entering your user name and password. When a datasource has single sign on
enabled by an administrator, and the Windows account you used to log in to the
operating system matches a user account in the datasource, you will be logged in
automatically using the same credentials.
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ProjectWise Explorer Window
Note: Single sign on is enabled by your administrator on a server system.
The first time you log in to a datasource under a particular user name on any
system, you are prompted to create a working directory. This working directory is
a folder somewhere on your system to which documents will be automatically
downloaded whenever you open, check out, or copy out documents from
ProjectWise. You will not be prompted about the working directory again when
logging in to the same datasource with the same user name, on the same system,
unless you rename, move, or delete the working directory.
Exercise: Log in to the datasource

1
Click the ProjectWise Explorer icon on the desktop or select Start >
Programs > Bentley > ProjectWise V8i SELECTseries > ProjectWise
Explorer.
Available datasources are listed in the datasource list on the left.
Right click on the class datasource and select Log in from the pop-up
menu.
The first time you log in to a datasource using the ProjectWise Explorer
Log in dialog, you need to enter your user name. After that, it will default
to the last used user name entered for that datasource.
Enter your user name and password.
Note: Windows domain users must first enter the domain followed by a
backslash character \ and then your user name;

DOMAIN\myusername.
4
Press Enter or click Log in.
Note: ProjectWise user names and passwords are case sensitive.
Once you are logged in, the icon to the left of the datasource name changes and
the root level nodes available to you are displayed in the datasource list. If you log
in to more than one datasource, the datasource icons will indicate which
datasource is active by adding a check mark to the icon.

The ProjectWise Explorer window has two main sections, the datasource list on
the left and the document list on the right.
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The datasource list lists all of the datasources whose servers are detected and
running. Once logged in to a datasource, a Documents and a Saved Searches
folder displays under that datasource. Depending on your user settings, a
folder with your user name may also display under the datasource so you can
create custom folders. If there are engineering components stored in your
datasource, you will also see a Components project in the datasource.
Click the + symbol to the left of the Documents root folder to expand the list
of folders in the selected datasource.
When you select a folder, the folder's documents display in the document list.
When View > Preview Pane is enabled, a preview pane displays in the lower
portion of the document list when a document, folder, or project is selected. It
shows properties of the selected item.
The tasks you can perform in ProjectWise Explorer can be initiated from an item
on the menu bar, or through the standard toolbar. For quick access, you can right
click any item in the datasource list (left pane) or document list (right pane) and
select items from the pop-up menu that appears.
Refreshing the datasource list
You can refresh the datasource list by right clicking the ProjectWise Explorer
Datasources label at the top and selecting Refresh. This will not be something you
do often, but you may need to do it occasionally to accomplish one of the
following things.
Aug-12
To display new datasources that were created after you opened ProjectWise
Explorer.
To display datasources based on changes in your access after you opened

ProjectWise Explorer.
To display remote datasources after pointing your system to a remote server

using the ProjectWise V8i Network Configuration Settings dialog. Check with
an administrator.
To display only local or only remote datasources if configured using the

ProjectWise V8i Network Configuration Settings dialog. Check with an
administrator.
To display datasources based on whether they have been started or stopped

after you opened ProjectWise Explorer.
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Logging out
You can log out of a datasource when you complete a session.
How to log out of a datasource:

Select Datasource > Log out from the menu bar, or right click on a datasource
icon and select Log out. Click Yes in the prompt.
Working directory
Your working directory is a location that contains temporary copies of the files
that you check or copy out from a ProjectWise server. It can be on your local hard
drive or a network drive so administrators can back up files. Applications launched
from ProjectWise Explorer will use these files automatically.
If a working directory was not defined by your administrator you will see a browse
dialog when you first log in to a datasource. You then browse to the location in
which you want to store the local files. Or, if a defined working directory does not
yet exist, you will see a dialog asking you to confirm its creation. The option to
change your working directory is set by the administrator.
Note: Always check documents out from ProjectWise. Working on local copies stored
in your working directory may result in data loss. This is because other team
members may make changes to the document within the ProjectWise
environment, and those changes are not added to a local copy. They also will
not be able to see your changes.
Warning: Users must never share a working directory, as it can cause problems with check
outs and exports.
Purging the working directory

Every time you check or copy out a document, a copy of it is placed in your
working directory. Depending upon how your user settings are configured, local
copies of documents may remain in your working directory when you check in or
free documents. This improves performance, because delta file transfer will
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The Datasource List
compare the local file to the one on the server and only transfer the changes.
However, over time, a very large working directory can result.
To make sure there is not wasted space on your system, you may want to clean up
your working directory occasionally. You perform this clean up task in ProjectWise
Explorer.
How to purge the working directory:
First select a document, or documents, and select Document > Purge Local
Copy from the menu bar. If your working directory contains a copy of the
document, the copy is removed.
To remove all local copies of documents for a folder, right click on it and select
Purge Copies. If the folder contains sub-folders, click Yes when prompted to
confirm that you want to purge them.
Note: A document cannot be purged from the working directory if the document is
open.
Warning: Never delete the directories or files created by ProjectWise directly from Windows
Explorer. Deleting these folders or files can cause data loss. To maintain your
working directory, use the Local Document Organizer (a dialog accessible from
ProjectWise Explorer that is used to manage documents), or the check in and
purge commands.
Warning: Purge only copies of files whose changes have already been sent back to the
ProjectWise server.
The Datasource List

The datasource list lists all of the datasources whose servers are detected and
running.
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The Datasource List
Default datasource list icons

Datasource: Indicates an individual datasource.
Active datasource: The check mark indicates that the datasource is open and in
use.
Open datasource: An open icon indicates that the datasource is open but not in
use.
Folder: Indicates folders and sub-folders.
Saved Searches parent folder.
Saved Searches folder: Each user also has a Personal folder.
Custom Folders
This folder only displays if your administrator gives you access to this option.
Custom folders can be thought of as favorites where you keep the documents you
are working on most often. These folders serve as an alternative to the standard
folder hierarchy, so you can quickly locate frequently used documents. You can
create your own personal custom folders, or if you are an administrator, you can
create global custom folders that all users can see and use.
When you place documents in a custom folders, it is only a link to the file.
ProjectWise doesn't move or make a copy of the file when it is placed in a custom
folder. If you delete the file in the custom folder, it actually deletes from the file
from the location where it was originally linked. If you check a file out from a
custom folder it is also marked as checked out from the original location so no one
else can modify it.
Message Folders
Message folders allow you to view the contents of messages sent and received
using ProjectWise Messenger. Message folders appear in ProjectWise Messenger
and in ProjectWise Explorer, if your user settings permit their display.
Each user has their own message folder, which is represented by a message icon
and your user name. By default, your message folder contains an Inbox folder, a
Sent Items folder, and a Global Folders folder.
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The Document List
The Document List

If ProjectWise Explorer is installed with the Spatial option enabled the document
list has two tabs, one to list documents and information about them and one for
spatial functionality.
Document information
When you select a folder, its contents are listed in the document list. If you do not
have the necessary permissions for a document or sub-folder, the document or
sub-folder will not appear in the document list.
The bottom of the document list has tabs that contain information about the
selected folder and/or project, or when a document is selected, tabs provide
information about it.
Each document listed in the document list has two icons associated with it. The
first icon indicates the general permissions and status for the document. The
second icon indicates the documents type and its associated application.
You can select the icons that represent the applications associated with a
document, such as the MicroStation M or the Microsoft Word W icon. If no
icon has been linked to an application, you see a default icon.
If icons have not already been selected, complete the exercise to do so.
Exercise: Select icons

1
Select Tools > Associations > Icons.

The dialog has different categories, Default Datasource Icons, Default
Icons used in the ProjectWise interface, and icons for each defined
application. You want to assign familiar icons for the applications you use.
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Double click on Acrobat PDF.
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The Document List
In the Select Image dialog, navigate to \Program Files\Adobe\Acrobat

9.0\Acrobat, and click Acrobat.exe.
Available icons display in the Select Icon section of the dialog. To select,
double click or select and click OK.
4
Click the icon and then click OK.
Scroll to Microsoft Excel.
Hint: You can press M on the keyboard to skip to the applications with names
beginning with M.
6
In the Select Image dialog, navigate to \Program Files\Microsoft

Office\Office12, select EXCEL.EXE, choose and icon and click OK.
Select Microsoft Word.
In the Select Image dialog, navigate to \Program Files\Microsoft

Office\Office12, select WINWORD.EXE, choose and icon and click OK.
You can easily assign all the Microsoft Office icons here.
Scroll to MicroStation.
10 Double click on MicroStation, navigate to the local install and assign an
icon.
Typically, \Program Files\Bentley\MicroStation\ustation.exe.
11 Click OK when you are done to close the Icon Associations dialog.
Note: It is recommended that you not change the Default Datasource Icons as this
may confuse other users or hinder troubleshooting.
Default document list icons

The first icon indicates the general permissions and status for the document.
Pencil: The document is checked in and you have permission to modify the
document or the document's properties
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Working with ProjectWise Explorer
Open book: You have read-only access to this document.

Lock: Document either is checked out exclusively or has been exported exclusively
by another user. You can still open this document as read-only.
Disk: Document has been exported exclusively by you. Other users will see a lock.
Check mark: Document is checked out exclusively to you. Other users will see a
lock.
Final: Document is in Final Status.
The second icon indicates the documents type and its associated application.
The Default icon indicates a document is associated to an application, but the
application itself has no associated icon.
The Unassociated icon indicates a document not associated to any application, or
to one that has no file attached.
A ProjectWise markup document.
The Flat Set icon indicates a document group; several documents grouped
together.
Represents a logical set for MicroStation. A logical set is a master file with
references attached.
Represents a logical set for AutoCAD.
Note: Select View > Thumbnails to change the icons in the document list to display
thumbnail images. (If there is no thumbnail image, a default image displays in

its place.)

You can change the ProjectWise Explorer window to suit your preferences. This
makes it easy to manage documents and to view and edit their properties. When
the details view is selected, the columns in the document list are customizable.
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You can create your own tool bars to hold tools that you use frequently. As with
any Windows application, you can maximize, minimize or resize the window, as
well as move the bars between the datasource list, the document list, and the
preview pane.
Showing information about what is in the datasource

You can choose the types of general information you want to see about
documents or folders, such as who created the item, its size, or the owner name
and store them in a personal view. When it is active, the columns you selected
will be seen in the document view.
Exercise: Select information columns to display in the document view

1
Select View > Manage Views from the ProjectWise Explorer main menu
bar.
Click New.
In the Create View dialog, expand the Select an Environment options.

This is a list of all the environments in the datasource. An environment is a
collection of custom supplemental document attributes that can be
defined by a ProjectWise administrator. They can be used to track
additional project, user or file information. The environment options in
the Create View dialog let you add columns to view this custom
information for documents assigned to a specific environment.
Set the environment to Titleblock.
In the View name field, type your student identification (student01, etc.).
This is the name of the view you are creating.
Hint: It is helpful to use a descriptive name such as Date and User
Information or Folder Information. There can be spaces in the name.

6
In the left frame, expand Basic Columns by clicking the +.
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To add a column, double click the column name or highlight the column
name and then click the green arrow pointing to the right frame. Or, drag
and drop the column into the Show Columns of frame.
You want to add columns that provide the information that you,
personally, want to see.
7
Add the following columns: Application, Created, Created By, File Size, File
Updated, File Updated By, State, Version, and Workflow.
Expand Titleblock by clicking the +.
Add the Checked By column.
10 When the desired columns have been added, click OK.

11 Leave the Manage Views dialog open.
To change the order in which the columns will be displayed, use the up and down
arrows or drag and drop. To remove a column, highlight it in the right frame and
click the arrow pointing to the Available Columns frame, or drag and drop back to
the left frame. You can set a columns width using the Width field at the bottom
right of the dialog. Once established, you can resize the columns by dragging the
column headers edges.
Global and personal views

You can create your own personal views in ProjectWise Explorer and these views
are saved in the ProjectWise database, making them available no matter what
system you use to log in to a datasource.
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In addition, administrators can create global views from either ProjectWise

Explorer or ProjectWise Administrator. These are for all users to use in a given
datasource.
Views for a datasource created in ProjectWise Administrator
Exercise: Create a second view

1
In the Manage Views dialog, click New.
In the View name field, type:

Folder Information
Expand Folder Columns in the left frame.

The Folder Columns options list information you can display about folders.
Add the Environment, Folder Name, Folder State, and Folder Workflow
columns.
Make Folder Name the first column to display and click OK.
Click Close.
You click on the View option list at the upper left of ProjectWise Explorer
to select a view you have created or one that was created by your
administrator.
Select the latest delivered MicroStation example files folder in the

datasource list, and then select the Folder Information view.
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Note: You many need to select View > Toolbar > View to add the toolbar where
you change the view.

Note the change in the information displayed in the document list.
8
Select your student identification view.
Sorting documents in the document list

You can sort documents by an individual attribute by clicking on the column
heading. Clicking a second time will reverse the order. There is also a menu option
that lets you sort the document list based on as many of the displayed columns as
you like. For example, you could sort first by document name in ascending order,
and then by document version in descending order.
How to sort based on several columns:
First, select View > Sort. In the Sort dialog, the Sort option is set to the last
attribute by which you sorted. Then, select the attribute you want to sort by
from the Sort by options. Enable the ascending or descending radio button
and click OK.
When you click Add, Then by options appear. Select the next attribute by
which you want to sort.
Copying paths to documents and folders

You can right click in the address bar when a document, folder, or component is
selected to copy and paste the location as a shortcut somewhere outside of
ProjectWise.
Once you select Copy URL or Copy URN, you can paste the item as plain text or as
a link into a document or file outside of ProjectWise. Perhaps inside the body of a
Microsoft Outlook E-mail message or Microsoft Word document. You can paste
the link into the Windows Explorer or Internet Explorer address bar, as well as the
Run dialog (Windows Start menu > Run).
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Pasting as a link
If pasted as a link (Edit > Paste), clicking on the link opens the ProjectWise
Explorer client on your system, prompts you to log in if you are not already logged
in to the datasource containing the item, and then takes you to the item.
If you paste a URL as plain text (Edit > Paste Special > Text), you will see the entire
datasource path to the item, just as it appears in the address bar in ProjectWise
Explorer.
When you paste a URN as plain text, you will see the items ID instead of the full
datasource path to the item.
Pasting as plain text
Drainage.doc copied as URL and Vegetation.doc copied as URN

pasted as links and as unformatted text
Custom tool bars

You can create additional tool bars for easy access to the commands that you use
often.
Exercise: Create a custom tool bar

1
Continuing in ProjectWise Explorer, select Tools > Customize.
In the Customize dialog, select the Toolbars tab and click New.
Type Document tools in the Toolbar Name field and click OK.
An empty tool bar appears.
Select the Commands tab.
Select the All Commands category.
Scroll down the list of commands to Free and click on it.
Drag it to the new tool bar, and drop it and the tool is added to the tool
bar.
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The Preview Pane
Add the Check In, Check Out, and exclusive (second) Copy Out commands
and click Close.
Dock the new tool bar at the top of the ProjectWise Explorer.
10 Close the Customize dialog.

Once a tool bar is created you can edit it by opening the customize dialog and
adding or removing commands. You can add menus and command buttons to tool
bars.
How to add menus and command buttons to tool bars:
To add a menu to a toolbar, on the Commands tab of the Customize dialog,

select the New Menu category.
Drag the New Menu command from the Commands list into a ProjectWise
Explorer toolbar, such as the Standard toolbar.
To customize the appearance of a new menu item on a toolbar, right click the
new menu button in the toolbar and select Button Appearance.
Note: Note that the right click customization menu is only available when the
Customize dialog is also open.

To add command buttons, on the Commands tab of the Customize dialog,
select a category, and then select a command from that category. Drag the
command either to a new menu on a toolbar, or to an existing toolbar.
The Preview Pane

The preview pane at the bottom of the document view is similar to the
AutoPreview in Microsoft Outlook. This pane gives you attribute information
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The Preview Pane
about a file or folder without having to open a properties dialog. To toggle its
display, select View > Preview Pane.
When you select a project, folder or document, the preview pane has tabs that
show various properties.
The Folder and Project Properties tabs display the project specific properties,
general properties, and statistics of the selected project, or of the project in which
a selected document exists.
These properties are the same ones you would see if you opened the properties
dialog, only they are not editable from this location.
Folder and Project properties tabs
Document Properties tab

When a document is selected, this tab displays general properties of the selected
document.
When a document is selected, extracted thumbnail images display in the preview
pane and in integrated applications document selection dialogs. Thumbnails can
make it easier to identify a document you are looking for without opening files. If
thumbnails are enabled in your datasource, they are created in the background
on a schedule created by your ProjectWise administrator. It may take a while
before you will see one for a new or updated document.
Extracted file properties data also displays. Text extracted from files is stored in
ProjectWise's database and can be searched on just like any other property.
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The Preview Pane
To enable these features, select Tools > Options and select the Settings tab of the
properties dialog. Under User Interface, you can toggle the settings for file
properties and document thumbnails.
Photo Preview tab
The Photo Preview tab is designed to let you preview image documents, such as
digital photographs, without opening the document itself. When you select an
image document and then select the Photo Preview tab, a copy of the document
is downloaded to your working directory and a preview of the image displays. You
can open the document properties dialog and use the forward and backward
arrows to move through a slideshow.
Photo Preview supports standard image file formats, including BMP, JPEG, GIF,
TIFF, and PNG. You can add additional plug-ins to your browser to view other file
types. Photo Preview uses Internet Explorer controls to display content, which lets
these additional file types be displayed either natively or through an Internet
Explorer plug-in
You can use the Photo Preview tab to display the contents of non-image files, such
as text files, PDFs, HTML files, and Word, Excel, and PowerPoint documents. To
display Microsoft Word, Excel, and PowerPoint files in the Photo Preview tab, the
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The Preview Pane
respective application must also be installed. To display PDF files, Acrobat Reader
must be installed. When you select an Office document, a read-only view of the
document is displayed.
Note: Office documents are disabled from displaying in the Photo Preview tab by
default. An administrator must enable viewing.

If the document you are trying to preview is opening inside the native application
instead of the Photo Preview tab, do the following. In Windows Explorer select
Tools > Options. In the Folder Options dialog, select the File Types tab. In the
Extensions list, select the file type of the document you are trying to preview, and
click Advanced. In the dialog that opens, enable the Browse in same window
option.
Note: Photo Preview is not intended for the display or management of large image
files, such as aerial photography, satellite imagery, or high-resolution scans.

Attempting to preview such a file will likely result in extremely poor
performance.
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The Preview Pane
The Access Control tab
When this tab is active, you simply select any document, folder, or project, and
you can see the access control security permissions set for the object.
The tab is read only if you do not have the correct access permissions
Users or groups with Full control or Change permissions access can toggle
permissions as needed, or add or remove users as needed. You can also export
the selected folder's or project's current security settings to an Excel spreadsheet
and then import that spreadsheet to another folder or project.
This is discussed further in the User Groups and Lists and Access Control
module.
Components tab
If your datasource contains Components, they will be listed near the bottom of
the datasource list. A component is an item that is important to a business. A
component to a user in the Plant industry might be equipment or process lines.
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The Preview Pane
Users in the Building industry might consider components to be walls, doors, and
windows.
If you select a component from the folder, the preview pane shows tabs that list
classes and attributes of the selected component. The tabs let you see
relationships to other components and design file documents in ProjectWise.
When you select a design file document to which components are related, the
related components are displayed.
The Spatial tab

ProjectWise Explorers Spatial tab is available when the datasource is configured
by an administrator for spatial support. It shows the contents of a project or
folder from a geographical perspective.
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The Preview Pane
Identifying spatial locations can be helpful for locating facility assets and related
information by using locations. You could also locate projects or folders and their
contents based on their geographic locations.
Any ProjectWise document or folder can be associated with a geographical

footprint, called a spatial location. These let you locate the associated document,
or a folder, on a background map displayed in ProjectWise Explorer. The
background map that is used is usually published from a server, so it may take few
seconds the first time you access a folder associated with a given map.
Background maps are added to the datasource by an administrator. You select the
right background map for your project from the options at the top of ProjectWise
Explorer. The map displays inside the Spatial Navigator on the tab.
The toolbar at the top has display options and map navigation tools.
Select View > Show Symbology Legend to add the legend that shows the meaning
of the different symbology used in the Spatial view that is currently applied.
Symbology shows where documents, folders, and sub-folders are located on the
map. Each spatial location is a pair composed of geometry, such as a polygon, and
a coordinate system. The coordinate system ensures data integrity and is used by
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The Preview Pane
the system to re-project a spatial location on a map that does not have the same
coordinate system.
Rectangles identify DGN files in ProjectWise against a background map
Click on the geometry to see the projects, folders, or documents related to the
area.
Optional Exercise: Seeing spatial locations

1
In ProjectWise Explorer, expand the folder with the latest version of the
MicroStation example files if you have not already done so.
Expand the Geospatial project.
Expand the \Dgn folder and click the \Spatial folder.

You see a list of files contained in that folder.
Select View > Toolbar > Background Map.
Make sure that the correct background map is selected. In this case, there
may only be one, Peterborough.
Click the Spatial tab in the document view.

Now you see the outlines of the areas covered by the DGN files.
With the Select tool active (first tool on the Spatial tabs tool bar), click on
the blocks in the view.
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The Preview Pane
Tool tips show the DGN file names. When you click, information about the
related file displays below.
The second block shows the area of the document BSI200-R01.dgn
Spatial set up
The coordinate system must be pre-defined in design files that are stored in
ProjectWise Explorer. An administrator adds the appropriate coordinate systems
to the datasource. Background maps with the appropriate coordinate system
must also be created in ProjectWise Administrator.
Next, in ProjectWise Explorer, someone with the necessary permissions must

select Tools > Scan Spatial Locations and scan the datasource, projects, or folders
to extract any spatial information stored in the files. A wizard presents the steps.
Drawing spatial locations

Once the spatial locations have been indexed, you can access them and draw.
How to draw a spatial location:

First, right click on the desired document or folder and select Properties.
Then, click the Spatial tab in the properties dialog. In the Spatial Location
section, set the Source to Custom and select the appropriate coordinate
system.
Next, in the Geometry section, click Edit. In the Editing toolbar, select a
drawing tool. Click in the view window to start the tool, and then click again
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The Preview Pane
until the shape is complete. Finally, reset, and then click OK. Click Save, and
then click Close.
Spatial searches
You can search by spatial location using the Search by Forms Spatial tab. This tab
is the same as the Spatial tab in the document properties dialog. You can define
the source that you want to search.
Using Custom, the spatial location can be drawn when you click the Edit
button.
You select the background map you want to search, and then use the tools to
draw a shape around an area in which to find documents.
Searching by defining the area to search drawing on the selected map
The Source option identifies the spatial location source. Set it to Custom to
find documents that are in a folder where the spatial location was set by an
extraction process.
See the Executing Searches module for more on this topic.
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Projects and Folders
The Documents root folder is the top level folder in any datasource. All projects
and folders are created under the Documents root folder.
Projects are intended to complement your existing project management by

providing one place to organize a projects documents, data, and resources.
Projects can contain or reference saved searches (every project has its own
Saved Searches folder), documents, folders, components, and links to other
sources of data. Projects are smart folders.
A folder is primarily a tool for organizing documents, but folders can contain
document sets, other folders, or even projects.
Creating Projects
In ProjectWise Explorer, you create projects using the Project Creation Wizard.
New projects can be created with or without a project template, which is simply
an existing project that you use as the basis for a new project. Any project can be
used as a project template.
You can create projects at the root of the datasource, inside a folder, or inside
another project. To be able to create projects, the user setting Project
permissions -> Allow user to create projects and to upgrade folders to projects
must be enabled.
How to create a project:

First, right click the Documents root folder, or select any folder or project in
the datasource. The project will be created beneath this level. Select New
Project. When the Project Creation Wizard opens, click Next.
Aug-12
On the Define the project template settings page, you can select an existing
project as the template.
93
If no projects are listed, you can Browse the datasource for one to use. Just
select one and set the options on the General and Advanced tabs to set which
parts of the template project you want to carry over to the new project.
On the Define the project root folder properties page, you establish general
properties. These properties are the same as you would define when creating
a new folder; name, description, etc. You can change the parent folder and
environment here if you want.

You will also see the option to override the storage area for subfolders when
creating a project from a template.
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The Define the project properties page lets you select the project type.
Project types are defined in ProjectWise Administrator. If none are listed,
none exist in the datasource and you can just click Next.
The Define the project resources page lets you select the resources that will
be available in the project. Subsequent folders or projects created under this
project will inherit the resources you set here. By default, the project
automatically inherits the resources of the folder or project above it. (If you
are creating a project at the Documents root folder, all resources currently
defined in the datasource are included.)
On the Define the project participants page, you add the users who can
access the project, and then set access rights. You can set access rights by
assigning one of the predefined roles or you can customize the access rights of
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each user. Click Add to add one or more participants (users and groups) to the
project.
Hint: By default, new participants are assigned the Project Team Member role.
The user creating the project is automatically assigned the Project

Administrator role.
When the Review project creation options page opens, click Finish. When a
message appears stating that the project has been created successfully, click
OK.
Note: See the on-line Help sub-topics under Using ProjectWise Explorer >
Working with Projects and Folders for more.
Creating Folders
There are two ways to create folders. You can create an empty new folder, or
create a folder containing documents and sub-folders using drag and drop.
Create a folder using Folder > New Folder
How to create a folder using Folder > New Folder:

Select the Documents root folder, or any project or folder below it and then
select Folder > New Folder. The Name is limited to 63 characters. The
Description is limited to 127 characters.
Important: Whenever a folder description exists and the user setting User
Interface -> Display descriptions is enabled for a user, the description will
display next to the folder instead of the folder's name.
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- To change the location where the folder will be created, click Change in the
Parent section.
- By default, this folders environment will be set to the environment of the
parent folder. You can set the environment to <none>, or select from the
existing environments in the datasource.
- From the Storage list, select a storage area.
- When the Create Folder dialog first opens, you are assigned as the owner of
the folder. You can leave this as is, or assign someone else.
Exercise: Create two folders
1
In ProjectWise Explorer, at the top of the application window, set the

(View > Toolbars > Interface) Interface to Default.
In the delivered MicroStation examples, right click the Civil Project and
select New Folder.
This creates the folder under the Civil project without having to change
the location.
3
Set the Environment to Titleblock.

You want all the sub-folders and documents in this folder to use this
environment so you can assign special attributes.
Name the folder with your student identification (student01, etc.) and
click OK.
Right click you student<#> folder and, under this folder, create a subfolder named specifications.
Creating folders using drag and drop

Using this method creates the documents contained in the folders and subfolders.
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Exercise: Create a folder using drag and drop

1
In Windows Explorer, navigate to the

\Bentley\MicroStation\WorkSpace\Projects\Examples\Civil\dgn\folder,
drag the \Designs folder to your student<#> folder, and drop it. Do not
click OK yet.
(By default, C:\Documents and Settings\All Users\Bentley\MicroStation...)

Note: The destination can be any project or folder in the datasource, but not
the Documents root folder itself.

2
In the Import Directories dialog, make sure the Import Files Only check
box is disabled.
If this option is enabled, the files in the folder will be imported, but the
folder that contains them will not be created.
Click OK.
In the Import Directories dialog, if the folder you are importing has sub-folders
and you want to retain the directory structure in ProjectWise, enable the Include
Subdirectories check box.
Important: If Import Files Only and Include Subdirectories are both enabled,
ProjectWise will import the files from all of the sub-folders, but none of the subfolders themselves will be created in ProjectWise.
Enable Import and rename duplicates to rename duplicate files if they are found
during the import.
Copying out and exporting Projects and Folders

When you select a project or folder and select Folder > Copy Out, copies of the
documents in that project or folder are downloaded to your working directory.
Note that you cannot Copy Out projects or folders that have sub-folders.
When you select a project or folder and select Folder > Export, the Folder Export
Wizard opens, allowing you to download copies of the documents in the selected
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To import them, on the system on which they were exported (the copies reside in
that systems working directory), right click and select Import.
Documents
When a file is uploaded from a file system into ProjectWise, it becomes a
document. Documents contain metadata about the file in the form of general
properties, such as a description, the associated application, the date the file was
imported, and custom supplemental environment attributes. The files themselves
are stored on a file server, whereas document metadata is stored in the
project or folder. In ProjectWise Explorer, these documents will be marked as

exported and locked to other users until you re-import them.
You can create something called a placeholder document, which is simply a

container of metadata that does not have an electronic file assigned to it.
Placeholder documents can be used to represent electronic files you are planning
to import into ProjectWise, or hard copy documents or drawings that are stored
in a file cabinet.
Creating documents
You can create documents by dragging files from Windows Explorer into
ProjectWise Explorer, or by using the various Document > New commands in
ProjectWise Explorer. You can create your documents with or without the
assistance of ProjectWise's Advanced Document Creation Wizard. It presents the
steps necessary to create one or more documents. You can set this as the default
method for creating documents, or you can decide on a case-by-case basis which
method you want to use.
When creating documents, the document name and file name must be unique to
a folder. If you attempt to create a document in a folder that already contains a
document with the same document or file name, ProjectWise will resolve the
conflict for you, or you will be prompted to resolve the conflict yourself.
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When you create documents using Document > New, before you associate a file
documents are named automatically. The first file will be given the lowest number
available, for example, doc00001, and the remaining document names will each
increment by 1, for example, doc0002, and so on. So, if a folder already contains a
document named doc00001, the next document you create in that folder will be
named doc00002. When you associate a file to the document, the number is
replaced by the name of the imported file.
Exercise: Create new documents

1
Select the \specifications folder below your student<#> folder.

This is the folder in which to create the document.
Select Document > New > Document from the menu bar.
Select No Wizard and click OK.
In the Create Document dialog, in the File section, click the Advanced
button and then select Import.
You will associate an existing file to the document.
Navigate to the class data set \specifications folder, select Vegetation.doc,

and click Open.
The Document section is populated with information about the imported
file. You can change this if necessary.
Click Save, and then click Close.
Continuing in your specifications folder in ProjectWise Explorer, select

Document > New > Multiple Documents.
The destination folder in the Create Multiple dialog is set to the current
folder.
Change Number of documents to create to 2 and click OK.
Select No Wizard and click OK.

These documents do not have any files associated to them. They are
placeholders.
Document Creation wizard

This wizard presents the steps necessary to create a ProjectWise document.
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Using this wizard, you can select the folder in which to create documents, and
specify custom attributes.
Exercise: Create documents using the Advanced wizard

1
In Windows Explorer, navigate to the class data set \dgn folder.
Drag the two files into your \student<#>\Designs folder, selecting the
Advanced wizard and clicking OK.
On the Welcome page, click Next.

Your \student<#>\Designs folder is selected.
Leave the use external file as a template radio button enabled. Note the
name of the file being used as the template.
Click Next.
Click Next.
Set the following information on the Attributes tab:
Use ProjectWise document as a template creates a new document

based on an existing ProjectWise document. Select from recent used
templates creates a new document using a file or document that has
already been used by the wizard to create a new document.
Title: BSI400-W01-I9NB.dgn
DWG_No: I9NB
Revision: 2
Drawn By: your student identification
These are extra attributes for this file.
8
Click Next.
The Document Properties page is used to edit the document name,
description, file name and version.
Click Next.
The Create a document page gives you the option to open the file in its
associated application when the document is created. Do not check this
now.
10 Click Next, and then click Finish.
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The wizard will restart so you can enter information for the second
document.
11 Use the same settings as before, except enter the following on the Define
Document Attributes page for BSI400-W01-I9SB.dgn:

Title: BSI400-W01-I9SB.dgn
DWG_No: I9SB
Revision: 3
Exercise: Review the data

1
Right click BSI400-W01-I9NB.dgn and select Properties.
Examine the Attributes tab in the properties dialog.

The information you entered appears.
Close the dialog.
Resolving document creation conflicts

Document names and file names can only be used once in a folder. If you attempt
to create a document in a folder that already contains a document with the same
document or file name, ProjectWise will flag the document in conflict and either
resolve the conflict for you, or prompt you to resolve the conflict yourself.
What happens when a document creation conflict occurs depends on your
Document Creation Conflicts user settings.
How to resolve conflicts:

When there is a conflict and your user settings are configured so that you are
prompted to resolve the conflict yourself, there are options.
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- To ignore just the first document that is creating the conflict, enable Skip
this item and click OK.
The document in conflict will not be copied or moved, but all other
documents involved in the operation will be successfully copied or moved to
the target folder.
- To create a new document when a document creation conflict occurs, enable

Create a new document and click OK.
- To create a new version of a document when a document creation conflict
occurs, enable Create a new version of existing document and click OK.
Warning: Always check with an administrator regarding versioning. The version
identifier and other options may be pre-determined or may need to

be confirmed.
If you think there might be multiple documents in conflict, after you select an
option, enable the Apply this choice for all succeeding items check box, and
then click OK.
Document properties
The document properties dialog is used to view or modify properties of
documents one at a time. The dialog shows all properties of a document, which
include general properties, environment attributes, file properties, the
document's history (audit trail), any related components, associated workspace
settings, and which users have which permissions to the document. When using
the Create Document dialog, the moment you save the new document for the
first time, the Create Document dialog becomes the document properties dialog.
The name and description of the currently selected document displays in the title
bar of the dialog. You can step through all the documents in the current folder by
using the forward and backward arrows at the bottom of the dialog.
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Exercise: Accessing and changing document properties

1
Continuing in ProjectWise Explorer, open your specifications folder, right

click on Vegetation_doc and select Properties.
The properties dialog for the document appears.
Hint: You can select the document and press the space bar to open the
properties dialog.
On the General tab, change Department to Planning - Planning.

An asterisk appears in the dialogs title bar indicating that properties have
been changed but not saved.
Click Save.
Do not close the dialog.
The General tab contains information about system attributes. These attributes
are related to the management of the document. Some of these are editable and
some are not.
Warning: If you change the Application, the selected application will be used when you
attempt to open the file. Make sure the application is compatible.
Exercise: Modify other document properties

1
Continuing in the properties dialog, click the back button.
The preceding documents properties are displayed.

2
Set the following:

Name: Soil.doc
Description: Specifications
Department: Planning - Planning
In the File section, click the Advanced button, and then select Import.
Navigate to the class data set \specifications folder, select Soil.doc, click
Open, and then click Save.
Click the back button, and set the following:

Name: Drainage.doc
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Description: Specifications
Department: Planning - Planning

6
Import Drainage.doc and click Save.
Do not close the dialog.
You can import, replace, rename, or remove files using the document properties
dialog.
Document security properties
The document security type and properties can be viewed or changed on the
Security tab of the properties dialog. If no security is set, everyone has complete
access to the document. If there is at least one access control set on the
document, any individual or group that is not given explicit access is denied
access. Permissions are assigned as follows.
Full control: You can perform every document function
Change permissions: You can change document permissions
Delete: You can delete documents.
Read: The document is visible in document list, you can view the document's
properties and attributes
Write: You can modify document properties and attributes
File Read: You can open the document's file in Read-only mode. You can copy
out the document, but not check it out
File Write: You can modify the document's file. You can check out the
document, make changes, and then check it back in
No access: You have no access to the document
Whether you can change these settings depends on the rights granted by your
administrator, and possibly by the owner of the document.
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Document Attributes
Document attributes are supplemental to the general document properties that

all documents have, such as file name, size, and date and time last updated. They
exist so that an organization can tailor document attributes to the requirements
of their projects.
Attributes are used to track document information, to search for documents, or to
enter information in the title blocks of designs. Selecting the Attributes tab in the
properties dialog displays any custom attributes in a form that is created by the
administrator. Additional custom attributes can be shown on the More Attributes
tab.
You can edit any value that is not grayed out by selecting it, entering a new value,
and then saving the change. The new attributes are applied to the document.
Exercise: Assign attributes

1
Continuing in ProjectWise Explorer, in the properties dialog for

Drainage.doc, click the Attributes tab.
Enter the following:

Title: Drainage specifications
Click Save.
Click the Forward button and enter the following:
Title: Soil specifications

5
Click Save.
Click the Forward button and enter the following for Vegetation.doc:
Title: Vegetation survey
Click Save.
Leave the dialog open.
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Attribute sheets
When editing a documents properties on the Attribute and More Attributes tab
pages, there may be times when you want to enter multiple values for the same
attribute. You do this by creating more attribute sheets for the selected
document.
Attribute sheets let you refer to particular areas of a document separately. For
example, many documents contain details of more than one item. A drawing of a
site might contain a number of elevations or several large scale details of
construction features. Since each sheet contains its own attribute data, each
sheet can be directed towards a particular part of the document. For example,
you might add a sheet for each of the elevations and details.
How to add an attribute sheet:
First, select a document in the document list, right click and select Attributes >
Add Sheet. You can right click inside the properties dialog. The Document
properties dialog opens to the Attributes tab. Then, enter values on the
Attributes tab and the More Attributes tab, click Save, and then Close. The
new sheet is created and appears below the selected document in the
document list.
Repeat the procedure to create additional sheets. Multiple sheets are listed in the
order in which they are created.
Note: In order to add an attribute sheet, the document must have space for it created
by your administrator.
Interfaces
An interface is a predefined arrangement of administrator defined attributes on
the properties dialogs Attributes and More Attributes tabs. Typically, interfaces
are used to provide alternate attribute page layouts on these tabs.
One interface may be more appropriate for one group of users, or perhaps for one
set of tasks versus another set of tasks, such as creation vs. review or approval.
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Once an interface is selected, you see the available attributes for that interface on
the Attributes and the More Attributes tabs.
Exercise: Changing the interface

Vegetation.doc, Attributes tab, change the interface from Default to
Standard in the Interface options at the top of the ProjectWise Explorer
client.
The options on the Attributes tab change because this is a different

interface. If there are no custom attributes defined, the tab will be empty.
2
Return to the Default interface.
Note: When you log in to ProjectWise, the active interface is always the last one that
was used.
Modification of document Attributes

You can change document attributes individually or for more than one document
at a time.
Individual changes
Exercise: Modify a single documents properties

1

Vegetation.doc, Attributes tab, set the following:
DWG_No.: W01
Revision: 1
Click Save.
On the General tab, change the description to:

Site preparation
Click Save, and then click Close.
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Global changes
Exercise: Make global attribute changes

1
Select your \student<#>\Designs folder.
Select all of the files.
Right click and select Modify from the pop-up menu.
You can globally modify selected system attributes such as name,

description and application on the General tab.
4
Select the Titleblock Example tab.
This tab is named for, and will make changes to, attributes in the Titleblock
Example environment.
5
Enable the check box for Date Reviewed, click the arrow at the end of the
field and select Current Date.
Click Apply, and then click Close.
Open the properties dialog for one of the modified files and check the
Attributes tab.
The Date Reviewed attribute is completed with the current date.
Close the dialog.
Audit Trail
This is the mechanism for recording document and folder activity in the
datasource. The items tracked by an audit trail are specified in ProjectWise
Administrator. The audit trail itself is viewed in ProjectWise Explorer.
A documents audit trail provides you with a list of all activities that have taken
place regarding the document. An audit trail record is created as an action or
activity takes place. Your administrator determines which document activity is
recorded, and whether you have permission to see the audit trail. If enabled,
select the Audit Trail tab in the properties dialog to see the audit trail.
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Creating new versions of documents

Version control is the ability to store and manage multiple versions of the same
document.
You can create new documents based on existing documents, while preserving
the original document.
If the Create new version during Check In check box is enabled in the Check In
dialog, a Check In will create a new version of this document. Any changes you
made while the document was checked out are saved to the new version. The
version field lets you enter a custom version identifier, which displays in the
document properties dialog. If you leave this field blank, a default version
identifier is appended to the new document.
When you create a new version of a document, the original document

automatically becomes read-only, maintaining the condition it was last in before
versioning. This protects it from further modification. The new version is now the
active version of the document and you can edit that document as necessary.
Since creating new versions retains the original document, you can always go back
and review previous versions of a document, or if necessary, you can restore an
older version to become the current, active, version of the document.
Note: Check with your administrator regarding versioning.
Exporting and importing documents

When documents must be edited by someone who is not using ProjectWise, you
can export those documents outside ProjectWise.
To export a document exclusively, the document must be checked in and you
must have Read, File Read, and File Write privileges for that document. An export
is similar to a check out, only it downloads the selected documents to a folder you
specify that is outside your working directory, therefore outside of ProjectWise.
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You can export documents individually, or you can export an entire folder or
project. Once outside of ProjectWise, you can zip the files up and send them out
for editing. After exporting a document, you see a diskette icon next to the name.
Other users will see a lock icon. Other users can copy out locked documents, or
open them as read-only.
Document Export wizard

The document export wizard presents the steps necessary to export documents.
How to export documents:

First, select the documents and select Document > Export. Then, click Next in
the Document Export wizard.
On the Define the export settings page, enable the Export radio button, click
Browse to select the export location, or type the location to which to export
the documents. If the folder name you enter does not exist, it will be created
on export.
Click Next and the documents eligible for export are exported to the export
location. The results are displayed in the wizard. Click Finish. You can select a
folder or project and select Folder > Export.
Working with references and logical sets

A logical set is a DGN or DWG document that references other documents. It has
other documents attached to it. The DGN or DWG document to which other
documents are attached is referred to as the master document of a logical set.
The document icon for a master document will have a hierarchical tree symbol in
the lower right corner of the icon.
Creating logical sets

The actual referencing of one file into another is performed in MicroStation or
AutoCAD. When you open a DGN or DWG document from ProjectWise and then
attach other ProjectWise documents to it in MicroStation or AutoCAD, saving
changes to the master document automatically creates the logical set in
ProjectWise.
If you are importing DGN or DWG files and their references into ProjectWise,
those master documents will not become logical sets and their icons will not have
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the hierarchical icon until you, or your administrator, runs a reference scanning
tool on them.
Scanning for references and link sets

There are two main parts to setting up the Scan for Reference Files and Link Sets
wizard. First, identify folders or documents containing master documents and link
sets, and then setting up a method for searching. The utility finds DGN, DWG,
raster and shapefile references and available link sets, depending on the options
you set.
Note: Note that after a set is created for a shapefile or a raster file and their related
files, whenever you perform an action on the main file of the set, the same
action is performed on its related files. Actions include check out, copy out,
purge, export, delete, free, version, copy, move, and rename.
Exercise: Scan for existing references

1
Continuing in ProjectWise Explorer, select your \student<#>\Designs

folder.
Note the icons that precede the documents in the folder.

They show that the documents are MicroStation files.
Select Tools > Scan References and Link Sets from the menu bar.
In the Scan References and Link Sets wizard, click Next.
Set the scan options to scan for both master and referenced documents
and for DGN Link Sets, the default, and then click Next.
A link set is, literally, a set of links to files and models that is created in
MicroStations Project Explorer dialog.
On the Select Master Files and Folders page, click the Select folder icon,
select your \student<#>\Designs folder, and then click OK.
Click Next.
On the Master Folder Settings page, enable the check box next to the
folder path, and click Next.
On the Reference File Priority Search Options page, click the Select folder
icon, select your \student<#>\Designs folder, and click OK.
10 Enable the check box next to the folder path, and then click Next three
times.
11 On the completed page, click Finish.
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Progress displays on the page.

12 Press F5 to refresh the view when the scan is complete.
Icons now indicate that some of the files are logical sets.
When you attach a reference to an open file using the References dialog, the
ProjectWise Attach Reference dialog will appear. Select the file you wish to attach
as a reference, click Add and then click OK when you are done. The standard
Reference Attachment Settings dialog will open and you can attach the reference.
ProjectWise will now recognize the logical set.
Viewing documents in a logical set

You can find out which documents are referenced in a logical set.
How to find out which documents are referenced in a logical set:
First, select the master document of a logical set. Then, select Document > Set
> Show References or right click on a document and select Set > Show
References. The set contents window opens displaying the master document,
and under it, all the documents referenced into the master document.
If the references are not indented under the master document, right click in
the set contents window and select View > Details.
Note: You can check the references in ProjectWise Explorer. However, if they are in
different folders it is easy using the logical sets dialog.
Opening logical sets

For each master MicroStation or AutoCAD document you check out, an XML file is
created in your working directory (it may be in a sub-folder of the dmsxxxxx
folder). This file lists all the master document's references, and records all
reference-related changes to the master document. When you select Check In or
Update Server Copy, the changes documented in the XML file are saved to the
logical set in the database. If you free the master document, changes documented
in the XML file are discarded and not saved to the database. Each XML file will
have the name of the master file prepended to the file name. For example,
master1.dgn.fileinfo.xml or master2.dwg.fileinfo.xml.
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Reference check out
When you open a file with references, the references are copied out. If you need
to edit those files, they must be checked out.
If you double click on a DGN file with references, you see the Select Reference
Documents dialog if the option to show it is enabled in your user settings. This
dialog offers the option to set the reference file to a checked out state. When you
check the master file in, references and their changes will be checked in.
Exercise: Checking references in and out

1
Continuing in ProjectWise Explorer, select Tools > Options.
On the Settings tab of your user Properties dialog, expand the User
Interface category.
Enable the check box for Show Selective Set Open dialog, click Apply, and
then click OK.
In your student<#> \Designs folder, double click on BSI400-W01Survey.dgn.

You see the reference, BSI400-W01-Contours.dgn, listed in the Select
Reference Documents dialog. The Copy Out radio button is enabled by
default.
Enable the Check Out radio button and click OK.

The master document opens, and the selected reference documents are
downloaded accordingly. If you do not have access to some of the
documents referenced by the master document, only the documents to
which you have access will be downloaded.
Return to ProjectWise Explorer.

BSI400-W01-Contours.dgn is checked out, along with the master file.
In MicroStation, select File > Exit.
Check BSI400-W01-Survey.dgn in.

In ProjectWise Explorer, you can see that the Reference is still checked
out.
To release the check out on the reference in, right click on it and select
Free.
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If no changes have been made, you may want to Free the reference.
Freeing will not be logged if your administrator is keeping an audit trail. If
you made no changes, freeing the document is less confusing.
Hint: If reference is in another folder, you can open the logical sets dialog, right click
on any checked out files and check them in from there.
Notes about raster references
When working with raster references and ProjectWise, you need to make sure the
raster references are always copied out instead of checked out. Otherwise, a copy
of the entire raster will be downloaded when you open the master document.
Therefore, when you initially attach the raster file, you need to set the attachment
as read-only in the Raster Manager dialog. Also, when opening master documents
that have raster references, make sure you always select to copy out the rasters
rather than checking them out.
When copy out occurs, a small copy, the header file, of the raster is downloaded
to your working directory. As you pan and zoom in MicroStation, the portions of
the raster document necessary to complete the view are downloaded to a special
cache file on your system.
When you open a document from ProjectWise Explorer, if the document has a
raster attached and there is no local copy of the raster in your working directory,
ProjectWise will download a full size copy of the attached raster, rather than the
small header file that is downloaded when performing the same action from
MicroStation.
How to attach a raster image to the open document:

First, in MicroStation, select File > Raster Manager. Then, in the Raster
Manager dialog, select File > Attach. Next, from the Folder list in the
ProjectWise's Attach Raster Reference File dialog, select the folder in which
the document to attach is located. Select the document and click Add. They
are set to be read-only by default. When finished adding documents, click OK.
If you only added one document, MicroStation's Reference Attachment
Settings dialog opens.
Working with flat sets

A flat set is a group of documents that are placed into a container for some
purpose, such as for printing, or to simplify the check out of multiple documents
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across folders. When you right click a flat set, you will see all of the options
available to you for working with the flat set. When you have a flat set open, you
can select and right click the documents in the set and perform actions on them
just as you would from any folder in ProjectWise Explorer.
You can place a single document into as many sets as you want. The document is
not physically copied into the set, but a record of the document is added to the
set. Because of this, removing a document from a set does not remove the
document from the folder in ProjectWise in which it exists. However, deleting a
document that is in a set will permanently delete that document from
ProjectWise.
When you add a document to a flat set, you can specify the following.
Whether the set will always include the active version of that document if
additional versions of it are created after the original document is added to
the set.
Whether the set is always going to include the version of the document that
was active at the time it was added to the set.

Note: Turn on Lock to Version if you want the version of the document that was active
at the time it was added to always be the version included in the set.
Turn off Lock to Version if you want the active version of the document to
always be included in the set.
Note the following when adding documents to flat sets:

The Always Use Active Version check box will be enabled if you add a
document that has no versions, or if you add the active version of a
document.
If the Always Use Active Version check box is enabled, the check box will be on
or off depending on how your administrator has configured it.
The Always Use Active Version check box will automatically be disabled (and
off) if you add an inactive version of a document.
Whenever you have a document for which the Always Use Active Version
check box is enabled and off, the check box automatically becomes disabled
then the next time you create a version of that document. This is because the
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version of the document included in the set (which was formerly either a
document with no versions, or the active version) is now an inactive version.
When you check out a flat set, all documents in the set are checked out. When
you check in a flat set, and if you are required to enter change comments upon
check in, you are only presented with one Check In dialog.
How to create a flat set:
First, select Document > Set > New. Then, type a name for and description for
the set and click OK. An empty set window opens so you can add documents.
The title bar of the set window shows the name of the folder followed by the
name of the set. Next, select documents from any folder in the datasource
and drag them into the set window.
Once the first document is added, the flat set displays in the document list of
the originally selected folder. Each document's name and status icon appear in
the flat set's window.
Note that if you have a document selected when you create the set, the
document is added to the set. Select Document > Set > Remove from set to
remove documents.
Note: If you close a flat set before adding documents to it, the empty flat set will not
be saved to ProjectWise. Further, once the last document is removed from a

flat set, the empty set is automatically deleted.
Find a set containing a document

Opening a document set shows you which documents are in the set. You can
reverse the process and determine which document sets, logical or flat, contain or
reference a particular document.
How to find all sets which reference a particular document:

First, select a document, and then select Document > Set > Referenced By. If
the document is a member of any set, those sets are found and displayed in a
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new window. If the document is not a member of any set, a message appears
stating No Documents Found.
Working with link sets

As the name implies, the Scan for Reference Files and Link Sets wizard can be used
to scan newly imported DGN documents for the presence of link sets. Just enable
the option on the Specify Scan Options page. The rest of the wizard pages work
the same as they do when scanning for references.
MicroStation link sets are supported in ProjectWise. A link set is a group of links to
other files, models, references, and/or saved views that can be stored in a DGN
file or a DGN library. In MicroStation, the Link Set dialog is used to create and
manage link sets, and the Project Explorer dialog is used to create the actual links.
In ProjectWise Explorer, link sets and their links display in the Link Sets tree under
the project in which the link set exists. Any link sets that exist in folders that are
not in any project are displayed in the main Link Sets tree, which is a sub-folder of
the Documents root folder.
Using the Link Sets tree

Link sets are created in ProjectWise automatically when you create link sets in
MicroStation in existing ProjectWise documents, or when you run the Scan for
References Files and Link Sets wizard on newly imported DGN files that contain
link sets. In ProjectWise Explorer, link sets and their links display in the Link Sets
tree under the project in which the link set exists. Any link sets that exist in
documents that are not in any project are displayed in the main Link Sets tree,
under the Documents root folder.
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Documents
If ProjectWise is not aware of link sets in a project, then that project will not have
a Link Sets tree. If there is no awareness of link sets existing in folders outside of
any projects, the main Link Sets tree will not display.
You can expand any Link Sets tree to display all the link sets in that ProjectWise
project, and the specific links in each set. Since link sets are stored in ProjectWise
documents and contain links to other ProjectWise documents, right clicking an
item in the Link Set tree is the same as right clicking a document in the document
list and therefore opens the same right click menu. The options enabled on this
menu depend on what your user settings and what your permissions are for the
selected link set or linked document.
Note: Links sets and links cannot be created, changed, or deleted in ProjectWise
Explorer. You must use MicroStation to perform these tasks. However, if you
use ProjectWise Explorer to delete a DGN document that contains a link set,
the link set also will be deleted.
Selecting the correct link set source

Link sets come from one of three sources. When you are using ProjectWise
Explorer to check out link sets and DGN files containing link sets, it is important
that you select the correct source in the Link Sets dialog.
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If you plan to change a link set, it is easiest to use the Selected File option as
the source of your link set. After you select a DGN file and check it out, the
Check In icon in the Link Sets dialog is available. You can check in changes to
the link set, or update the server copy at any time.
Select the Active File option if you want to check out a link set but do not need
to save any changes to it until you check in the DGN file or update the server
copy, you can use Active File as the source of your link set. Note that the
Check In icon in the Link Sets dialog is gray and is unavailable. When you are
using link sets in the active file, you cannot check in changes to the link set at
this point because the link set resides in the open DGN file, which is not being
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Documents
checked in yet. If you make changes to a link set in the active file, they cannot
be saved until you select File > Update Server Copy or check in the DGN file.
If the Configured Libraries option is the source of your link set, you will be
unable to modify the link set at this point. This functionality is the same as if
you were using only MicroStation to open the link set.
Checking link sets in and out in MicroStation

When you are in an integrated session of MicroStation, a Check In / Check Out
icon appears on the Link Sets dialog. When the icon displays a blue upward arrow,
you can either check in or update the server copy of the link set document when
you have made changes to it. When the icon displays a green downward arrow,
you can either check out or refresh the local copy of the link set document. The
following are situations that cause this icon to display and activate.
If you have the link set's DGN document checked out, a blue upward arrow,
the Check In icon appears. Clicking the small arrow to the right of this icon lets
you select whether to check in the DGN document or to just update the server
copy and keep the document checked out.
If you have the link set's DGN file open but it is not available to be checked in,
the Check In icon is gray and is unavailable.
If you have the link set's DGN document open and someone else has checked
it out and made changes to it, a green downward arrow, the Check Out icon,
appears. Clicking the small arrow on the right side of this icon lets you check
out the DGN file or refresh the local copy.
If you have the link set's DGN file open in read-only mode, the Check Out icon is
gray and is unavailable. All other icons on the icon bar are unavailable as well.
Note: If the link set is stored in the configured DGN libraries, an additional icon does
not appear in the icon bar. All other icons on the icon bar are unavailable.
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Documents
How to check out a link set or a linked document:

First, expand the Link Sets tree containing the link set or linked document you
want to check out. Then, right click the item you want to check out and select
Check Out.
Once you have made changes to a link set document in MicroStation, you can
check it in from MicroStation or you can check it in from ProjectWise Explorer.
When you check in a link set document, you can see the changes it produces in
the Link Sets tree in ProjectWise Explorer by refreshing the view.
Titleblock integration
Titleblock integration allows ProjectWise to populate title block information in

MicroStation. Once the administrator has set up title block integration, tag
elements contained within files are automatically populated with data drawn
from tables in the ProjectWise database.
Exercise: Populate a title block

1
In ProjectWise Explorer, make sure you are using the Default interface.
In Windows Explorer, navigate to the class data set \borders folder.
Drag C-border.dgn to your \Designs folder, using the Advanced Wizard.
Enter the following on the Define Document Attributes page:

Title: Project border
DWG_No.: BSI400
Drawn By: Your student identification
Click Next until the final page, and then click Finish.
Exercise: Review the data

1
Double click on C-border.dgn to open the file in MicroStation.

A message in the status bar informs you that title blocks were updated
successfully. The title block is populated with information from
ProjectWise.
Select Element > Tags > Define.

The tag set named TitleBlock contains the tags that hold the title block
information. The individual tags hold the values.
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Close the dialog.
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Renditions in ProjectWise Explorer
Exercise: Update Attributes from MicroStation

1
Continuing in MicroStation, select Edit Tags from the Tasks dialog.
Click on the text BSI400 in the DWG NO. box.
In the Edit Tags dialog, click in the Value column for the projectno tag and
change it to BSI400-1.
Click OK.
Select Utilities > Key-in.
Type the following in the Key-in browser:

titleblock updatedms
Press Enter.
A message in the status bar informs you that the DMS value is successful.
Open the Properties dialog for the file in ProjectWise Explorer.

You see that the DWG_No attribute has updated.
Exit MicroStation, checking the file in.
Note: Only attributes that you have write access to can be changed from ProjectWise
or from MicroStation.

A rendition is a visual representation of a document. When ProjectWise Dynamic
Composition Server for PDF is installed and configured you can publish renditions
from documents you select in ProjectWise Explorer. You can also publish
renditions by selecting a flat set or by selecting a folder or project. All documents
in the selected item will be processed.
When configuring jobs in ProjectWise Explorer, you will simply select an available
rendition profile you want to use, and then select the proper destination folder.
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Select Document > Create Renditions, or right click a project, folder, or flat set and
select Create Renditions to open the dialog.
Click the More button in the dialog to set additional options.
Presentation specifies the presentation component that will be used when

creating renditions. The presentation component specifies which InterPlot
Settings file(s) to use (if any) to create renditions. InterPlot Settings files can
define such things as the plot area, size/scale, pen table, design script, and so
on.
Format specifies the format component that will be used when creating
renditions. The format component specifies the file type or types that will be
created from the selected source files.
File name specifies the file name component that will be used when creating
renditions. The file name component specifies how the newly created
rendition documents will be named.
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Point Cloud and Raster Reference Streaming
Point Cloud and Raster Reference Streaming
ProjectWise lets you manage large point-cloud and raster reference files, and
their distribution, to disperse teams in a controlled and secure manner. With imodels, a point-cloud model can easily be shared with field operators.
When point cloud or raster reference streaming is enabled and the file is copied
out, only the portions of the point cloud file that are necessary to complete the
current view in MicroStation are downloaded from ProjectWise. Additional
portions are downloaded as necessary as you pan and zoom. When point cloud
streaming is disabled, the entire file is downloaded.
If you want raster references to be Copied Out on attachment instead of Checked
Out, set the attachment as read-only in the Raster Manager dialog. Point cloud
files, though, are always copied out upon attachment. Also, when opening master
documents that have point cloud or raster documents attached, make sure you
always select to Copy Out (and not Check Out) the point cloud or raster
documents.
Point cloud streaming requires MicroStation V8i (SELECTseries 3), and is enabled
on a per-datasource basis in ProjectWise Administrator. The user benefits from
the faster data exchange.
Printing
You can print documents while you have them open in their associated
application, or you can print them from ProjectWise Explorer.
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Printing
Printing from ProjectWise Explorer
The type of document you select determines the way it is printed. Right click the
document, and select Send To > Printer.
If you select one or more Microsoft Office documents, the documents are
automatically printed to your default system printer.
If you select a MicroStation and it is installed on your system, you will print
directly from MicroStation. For AutoCAD or other document types, the Print
Document With dialog lets you select the application. Then the document
opens in the associated application, allowing you to adjust print settings
specific to the files.
Batch printing
The Batch Print menu in ProjectWise Explorer is used when you want to print the
documents of a print set file (.pset) created in MicroStation V8i, or the documents
of a job set file (.job) created from earlier versions of MicroStation.
Just select a print set file (.pset) or a job set file (.job) and select Batch Print >
Print. The documents in the print set or job set are sent to the printer and printed
according to the print set's or job set's specifications.
Note: The only option on the Batch Print menu related to .pset files, is Batch Print >
Print.
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Printing
Top open a .pset or .job file, right click and select Document > Open.
Using ProjectWise InterPlot Organizer

ProjectWise InterPlot Organizer is an application for composing plot sets from
DGN and DWG files, as well as a variety of raster format files. After composing a
plot set, you can print the plot set or publish the plots to a PDF document. It lets
you use design scripts, color tables, rendering attributes files, and settings files to
resymbolize when creating a plot.
Files from multiple ProjectWise datasources cannot be referenced in a single plot
set file.
Adding and creating plot sets

When ProjectWise InterPlot Organizer is integrated with ProjectWise Explorer
Document > New > Plot Set and Document > Add To Plot Set are added to
ProjectWise Explorer's Document menu.
Note: If you are using MicroStation V8 XM Edition with ProjectWise Explorer V8i
SELECTseries1, you will not be able to work with plot sets.
How to create and populate a plot set from ProjectWise Explorer:

First, use Document > New > Plot Set to create a plot set. Then, use Document
> Add To Plot Set to add documents to the plot set. Next, use the tools in
ProjectWise InterPlot Organizer to set up your printing parameters and
preferences.
How to add a ProjectWise InterPlot Organizer Plot Set File to ProjectWise

Explorer:
There are several ways to add a ProjectWise InterPlot Organizer Plot Set file to
Select Document > New > Plot Set in ProjectWise Explorer
Use ProjectWise InterPlot Organizer outside the ProjectWise

environment to create an empty plot set file, then drag and drop it into
ProjectWise Explorer
Invoke ProjectWise InterPlot Organizer outside the ProjectWise

environment and select File > ProjectWise Login to login to a
ProjectWise datasource. You can then save the plot set file to a
ProjectWise datasource
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Printing
Invoking ProjectWise InterPlot Organizer in ProjectWise

Explorer
There are two ways to invoke ProjectWise InterPlot Organizer in the

ProjectWise environment.
Double click a ProjectWise InterPlot Organizer Plot Set file inside ProjectWise
Explorer. MicroStation launches, just as if you had double clicked a DGN file,
and the print set opens in Organizer.
Launch ProjectWise InterPlot Organizer from the desktop and select File >
ProjectWise Login.
Both methods let you find files in ProjectWise using ProjectWise InterPlot
Organizers File > Open and File > Save dialogs. When finding files in
ProjectWise, Browse rather than using the key-in fields. If you need to access
files outside of ProjectWise, click the Cancel button in the dialogs.
When you open a ProjectWise InterPlot Organizer Plot Set file in ProjectWise,
the default behavior is that the file is checked out. It can also be copied out.
This is controlled in Explorer by selecting Tools > Options, Settings tab, and
setting the Document List > Double Click Action > Default setting.
Files that are referenced in a ProjectWise InterPlot Organizer Plot Set file are
copied out from the ProjectWise datasource on demand. If you are modifying
or printing a job, only the files referenced by that job are copied out.
ProjectWise InterPlot Organizer can detect if a ProjectWise file has been
renamed, moved, or deleted and replaced with the same file name. In each
case, ProjectWise InterPlot Organizer displays a dialog informing you that files
have changed or files have been removed. ProjectWise InterPlot Organizer will
optionally attempt to correct the problem.
When you exit a ProjectWise InterPlot Organizer Plot Set file in the
ProjectWise environment, ProjectWise checks in the plot set file but leaves
the copied-out files in the working directory. If the user settings are set to
Leave local copy on free, a copy of the plot set file will remain in the working
directory along with the files that were copied out.
Hint: A useful user setting in ProjectWise Explorer is Use up-to-date copy on copy out.
If you double click a plot set file from ProjectWise Explorer to invoke
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Module Assessment
ProjectWise InterPlot Organizer, files that were previously copied out to the
working directory on a client machine will not be copied out again if they are
up-to-date.
module.
Explorer Client Assessment
Module Assessment
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Aug-12
Group and User List Management

Your ProjectWise Administrator will typically designate one or more users to be
owners of particular user groups or user lists. Those users can then manage the
membership of the group or user list from ProjectWise Explorer. For a user to
manage membership, they must be designated an owner before they log in. Only
owners or administrators can modify User Groups or User List membership, or see
members.
User Groups and Lists and

Access Control
A user can be the owner of multiple groups or user lists.
Each group or user list can have multiple owners. A user does not need to be a
member of a group or user list, to be an owner.
User groups
Similar to Windows user groups, ProjectWise groups are created to gather
together users with the same access requirements. A group is simply a collection
of users. As you will learn in the module on Folder and Document Security,
security can be established at the user, group, or user list level.
Establishing groups is a two step process. An administrator creates the group, and
then the administrator or a designated owner manages its users.
Exercise: Add users to groups

1
Logged in to ProjectWise Explorer as your student<#> user, select Tools >

User Management.
In the User/Groups Management dialog, expand the All Groups node.

You can use the Search field at the upper left to search for a particular
folder, project, user, group, or user list name. The search will search
whichever node you have selected below the field.
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User Groups and Lists and Access Control
Group and User List Management
If you know the name of a group, but not the name of the folder to which
it is assigned, you can search the Folders and Projects node for that group
name.
3
Click the Design group.

Available users are listed in the Available pane.
Double click the Drafter and Engineer users to move them to the Assigned
pane.
Add the Project Manager user to the Management group.
Click Apply.
Hint: You can use the filters at the top of each column to filter by user name,
description, or, if Windows users, by domain. Type the search value, and
press Enter.
7
Expand the All Users node and click on the Drafter user.
The Member of radio button at the bottom becomes active and you can
see, in the Assigned column, the group to which the Drafter belongs.
Click OK.
User lists
User Lists are similar to user groups, as they are logical groupings of entities
within ProjectWise. Where groups can contain only users, user lists can contain
any combination of users, groups, and even other user lists, making them more
flexible. There are two types of user lists your administrator can create.
Access user lists are used to group together Users, Groups, and other User
Lists who need the same Access rights to folders, documents, etc.
Mailing user Lists are used for the ProjectWise internal messaging system.
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Access Control
If made an owner, you can manage lists just like groups.
Access Control
The Access Control tab on ProjectWise Explorers preview pane is used to simplify
the way security is set on documents, folders, and projects. The display of the tab
is controllable by your administrator. When this tab is active, you simply select
any document, folder, or project, and you can see the access control security
permissions set for the object.
The tab is read only if you do not have the correct permissions
Users or groups with Full control or Change permissions can toggle

permissions as needed, or add or remove users as needed. You can also export
the selected folder's or project's current security settings to an Excel spreadsheet
or CSV file and then import that spreadsheet to another folder or project.

A button on the Access Control tab (not active but indicated in the previous
image) lets you discard any pending changes you have made for the selected
project, folder, or document without navigating to that location.
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131

Access Control
Folder security
Folder security is applied at the folder level, but it actually sets security for the
folder and the documents in it. It is very similar to Windows security, as it allows
an administrator or authorized user to define an access control list for each folder
or document.
The following example shows the same datasource for two different users. An
administrator sees the folders on the left. A drafter sees the folders on the right.
The drafter does not see the \Borders folder.
Note: Your user for this class was added to the administrator group so you can
perform these exercises. You administrator will most likely designate

authorized users in your organization.
In order to complete these exercises, additional folders are needed.
Exercise: Add folders to the datasource

1
In ProjectWise Explorer, right click Documents in the datasource tree and

select New Folder.
Type the name Security Project and click OK.
Navigate to the Security Project folder in the class data set, select the subfolders, drag them to the document list (right pane) in ProjectWise
Explorer, and drop them. In the dialog that opens, check the Include subdirectories check box and click OK.
Press F5 to refresh the document list.
Click on the Security Project folder.
Click the Access Control tab in the preview pane.
The tab is divided into three main sections.
Available users, user groups, or user lists that your administrator has created
are listed on the left.
A single head represents an individual user.
The double head represents a user group.
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Access Control
The head beside a paper stack represents a user list.

Everyone is a special user group created automatically by the system.
Whenever you create a new user account, they are automatically a member
of the Everyone group. This special group doesnt display in the Administrator
console.
Hint: It might be easier to think of this group as the Everyone Else group.
The Project\Folder Security section of the tab provides access to a folders, or

projects, security settings, for the Users, Groups, and User Lists who can
create, modify, and delete folders. Icons at the top are used to assign
permissions once users have been assigned to the folder.
The Document Security section of the tab provides access to the security
settings for documents in the folder and works the same way as the other
section.
The option list at the upper left is the security type. The option defaults to Folder
when no Workflow has been assigned to the folder. This course will only discuss
Folder security. Document security works similarly.
The Name pane is the access control list for the folder. These are the users that
have access to the folder. When assigning security, it is best to assign security to
Groups or User Lists.
Exercise: Assign users to the folder

1
On the Access Control tab, click the + icon at the top and select Add user
to Project/Folder.
In the Select Security Objects dialog, press the Ctrl key and select the
Administrator, Design, and Management groups, and the *Everyone user.
Hint: You can opt to see only User groups by selecting that from the options at
the top. Select Users to see only individual users.

Always include the Everyone group when developing a security schema. Adding
Everyone with Read privileges insures that all users can at least see all folders. As
soon as you add a security object, any users not included in the access control list
are denied access to the folder and cannot even see the folder in ProjectWise
Explorer.
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133

Access Control
Folder permissions
Folder permissions work as follows.
With Full control, users can perform every folder function.
With Change permissions, users can change folder permissions.
With Create subfolders, users can create sub-folders.
With Delete, users can delete folders.
With Free, users whose user setting Document -> Free is on (the default) can
free documents that are checked out or exported by other users.
With Read, the folder is visible.
With Write, users can modify folder properties.
With Change Workflow State, users whose user setting Document -> Change
State is on (the default) can change the states of documents.
With No access, the user has no access to the folder.
Next you will set security for the Security Project folder.
Exercise: Assign security to the Security Project folder

1
Continuing on the Access Control tab, you can see default permissions are
in place. Tool tips identify the icons.
Default permissions are Create subfolders, Delete, Read, and Write
Select the Administrator group in the list.
In the Project/Folder Security section, enable the first check box, Full
control.
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Access Control
Disable all but the Read check box for the Design, Everyone, and
Management users
Click the Apply check mark.

After you set security for this folder, if you apply the changes to this folder
and subfolders, you will only have to change some settings for particular
users.
In the Confirm Folder Security Changes dialog, enable the Apply changes
to this folder and subfolders radio button and click OK.
Exercise: Refine the schema

1
Continuing in ProjectWise Explorer, on the Access Control tab, note that

the first column in the Project/Folder Security pane is the Inheritance
column.
Select the Administrative folder in the datasource tree or document list.

The security settings are the same as the Security Project folder. Since the
Administrator group will have full control over everything, you will not
need to change their settings again.
Apply access control as follows:

Design: No Access
Everyone: No Access
Management: No Access
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Select the Documents folder.
On the Access Control tab, apply access control as follows:
135

Access Control
Design: Read
Everyone: Read
Management: Create subfolders, Read
Select the Drawing folder.
On the Access Control tab, apply access control as follows:

Design: Create subfolders, Read

Everyone: Read
Management: Read
10 Click the Apply check mark.
In the previous exercise, the user named Drafter was not explicitly given
permissions to access any folders. However, the Drafter user is a member of the
Design group, so the user is granted permissions accordingly. Had the Drafter user
not been a member of Design, then they would have been granted the
permissions for the Everyone group because everyone belongs.
Exercise: Browse the schema

1
Log out of ProjectWise Explorer.
Log back in using the credentials Drafter/Drafter.
Select the Security Project folder.

The first thing you notice is that you dont see the Administrative folder.
Right click the Drawing folder and select New Folder.

Remember, the Design group has Create subfolders access to this folder.
Name the folder Plots and click OK.
Right click the new folder and select Properties to open the Properties
dialog, and select the Project\Folder Security tab.
Note the populated access control list. This list was inherited from the
parent folder.
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Access Control
Click Cancel to close the dialog.
Right click the Documents folder and select New Folder.
Type the name Specifications and click OK.
You cannot create this subfolder. Only the Management group has Create
subfolders access to this folder.
10 Click OK and Cancel to close the dialogs.
11 Log out and log back in as your student<#> user.
Document permissions
The basic document permissions are the same as folder permissions. They are full
control, change permissions, delete, read, write and no access. However, there
are two additional permissions.
File Read: Users can open the file associated with the document in Read-only
mode.
You can copy out the document, but not check it out.
File Write: users can modify the file associated with the document. You can
check out the document, make changes, and check it back in.
Note the differences in these permissions.

With regular Read permission, users can see the document in ProjectWise
Explorer and see its properties in the properties dialog. They cannot see the
content of the file. With regular Write permission, they can see the document in
ProjectWise Explorer and modify its properties in the properties dialog. They
cannot modify the content of the file.
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Module Assessment
Module Assessment
module.
User Groups and Lists Assessment
With File Read permission, users can see the document in ProjectWise Explorer
and see its properties in the properties dialog. They can also open the file read
only. With File Write permission, they can see the document in ProjectWise
Explorer and see its properties in the properties dialog. They can also open it, and
modify its content.
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Aug-12
Module Overview
Workflows are created in ProjectWise Administrator and are assigned to folders
and projects in ProjectWise Explorer. They guide documents through different
milestones, known as states.
ProjectWise Messenger is used to manage email messages between ProjectWise
users. This lets you communicate with other ProjectWise users without leaving
the ProjectWise environment.
Workflows, States, and

Messaging
This module discusses these features.
Familiarity with the ProjectWise Explorer interface
Module Objectives
Aug-12
Assign workflows and states
Work with ProjectWise messaging
139
Workflows, States, and Messaging
Module Glossary
Module Glossary
Messaging Service: The feature which allows messages to be sent and received in
ProjectWise Messenger
ProjectWise Messenger: The optional mechanism available on each ProjectWise
Explorer installation for sending and receiving messages between other
ProjectWise users, and for receiving messages generated by messaging agents in
ProjectWise Administrator.
State: A milestone within a workflow.
Workflow: An ordered group of milestones through which a document passes on
its way to completion.
Questions
1
How do you log in to a datasource in ProjectWise Explorer?
How do you navigate the datasource list?
Answers
1
Launch the ProjectWise Explorer client, right click on the datasource

name, and select Log in or Log in as. Supply your user name as password.
Click the + to expand Documents. Click the + or - symbol to expand or

collapse folders and projects.
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Workflow Overview
Workflow Overview
States in the Default Workflow
As you work on a document, you can declare when you have reached certain
milestones by changing the state of the document. When a document has
reached the final state in the workflow and you want to prevent any further edits
on this document, you can place the document in final status.
Assigning Workflows to Folders and Projects

When you assign a workflow to a folder or project, all documents at the root of
the folder or project inherit the assigned workflow and are automatically placed
in the first state defined for that workflow. Existing sub-folders or sub-projects do
not inherit the workflow assigned to their parent folder or project. You have to
explicitly assign it. New folders or projects you create will automatically be
assigned the same workflow as its parent folder or project.
Workflows are created in ProjectWise Administrator, and are assigned to folders

and projects in ProjectWise Explorer. They are a way to guide documents through
various milestones, or states. States are points in a workflow such as Draft,
Review, Approval, and so on to completion.
Exercise: Assign a workflow to a folder

1
In ProjectWise Explorer, right click on your \student<#>\Designs folder

and select Properties.
In the Properties dialog, select the Workflow & State tab.

The Workflow list at the top lists all the workflows defined in the
datasource. You see <none> because there is no workflow assigned to this
folder. If a workflow is assigned, its name displays and the list below will
contain all of the states in the workflow.
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From the Workflow list, select the Default Workflow.
141
Assigning Workflows to Folders and Projects
A message appears, asking you to confirm that you want to change the
workflow, setting all documents to the first state in the workflow.
Click OK to accept.
The selected workflow is assigned to the folder and all documents at the
root of the folder are placed into the first state of the selected workflow.
Changing document state

To change states of a document, its parent folder or project must have a workflow
assigned. You must have write permissions to the document and your user
setting, Document -> Change State, must be enabled.
While documents at the root of any given folder or project can be in different
states, they must all share the same workflow. To change a documents workflow,
you must change the documents parent folder or project workflow.
Changing a document's state can result in an email notification being sent to
designated users if the workflow has a messaging agent assigned to it in
Exercise: Change state from the Folder Properties dialog

1
Continuing in the Folder Properties dialog, the Workflow & State tab,
expand the Draft state by clicking the +.
Select the first file and then click the down arrow on the right side of the
dialog to move it to the Pending Approval state of the workflow.
You can also drag and drop documents into another state.
If the audit trail Comments dialog opens because it was configured by your
administrator, you will enter comments and click OK.
3
Click OK in the Folder Properties dialog.
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Sending ProjectWise Messages
Exercise: Change state from the Change Workflow State dialog

1
Select BSI400-W01-Design.dgn.
Select Document > Change State > Change.

The Change Workflow State dialog opens, with the selected document
highlighted in its current state in the workflow. You can select additional
documents, or you can select different documents to move.
Note: You can use Document > Change State > Next and > Previous to change
document state too.
Final status

Click the down arrow to move it to the next state of the workflow and click
Close.
If your user setting Set final status is on, you can place a document in final status
to prevent further modifications by any user, regardless of their privileges. When
a document is in final status, the document's read/write or read-only icon is
replaced by the final status icon. If your user setting Remove final status is on,
you can take a document out of final status.
Exercise: Set a document to final status

1
Select BSI400-W01-I9NB.dgn.
Select Document > Change State > Set Final Status.

The document moves into final status and the final status icon replaces its
current icon.
To take documents out of final status, first select one or more documents that are
in final status. Select Document > Change State > Remove Final Status. When
prompted to confirm removal of final status, click Yes. You cannot change the
state of a document that is in final status.

ProjectWise Messenger is used to manage the sending and receiving of messages
between ProjectWise users. This lets you communicate with other ProjectWise
users without leaving the ProjectWise environment, and without the need for any
other email application on your computer. You can attach documents and
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distribute them with your message. You may want to use this feature to send your
comments along with a document to another reviewer.
Note: ProjectWise Messenger is an optional feature of the ProjectWise Explorer
installation.
Document links
When you receive messages with document link attachments, you can double
click the link attachments to open the document. This checks out the document if
you have appropriate rights and permissions on the document. You can right click
the attachments and then work on them as you normally would from a
ProjectWise folder.
Exercise: Send a message with a document link

1
Continuing in ProjectWise Explorer, in your \student<#>\Designs folder,

right click on BSI400-W01-Survey.dgn, and select Send To > Messenger.
Click the To button, select another student, click To->, and then click OK.
In the Subject field, type Please review.
Click the Send button.
When you see the message You have received new messages, do you
want to read them? click Yes.
Your Inbox opens. You can also check it by expanding your Student<#>
folder at the root of the Documents folders and click Inbox.
Double click the message to open it, and then right click on the document
and select Open to open it in MicroStation.
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In ProjectWise Explorer, others will see that the document is locked.

7
Exit MicroStation, freeing the document.
Close the message and your Inbox.
Note: You can remove a message attachment selecting it in the message and pressing
the Delete key on the keyboard.
Sending email messages
You can send email messages with ProjectWise documents attached, or you can
send email messages containing links to ProjectWise documents. When you send
a link to a user who has the same version of ProjectWise Explorer installed,
clicking on that link will launch ProjectWise Explorer, navigate to, and select the
appropriate document.
Microsoft Outlooks Tools > E-mail Accounts, Use Cached Exchange Mode setting
must be enabled for ProjectWise Explorer's Document > Send To > Mail Recipient
As Link command to function properly. When this is not set, any text added to an
email will not be sent by Microsoft Outlook.
Note: See Microsoft Outlook's documentation for instructions about how to enable
Use Cached Exchange Mode.
How to send email messages:

First, in ProjectWise Explorer, select one or more documents and select
Document > Send To > Mail Recipient. Your standard email client opens a new,
untitled message with the selected document(s) attached.
You can also open your email client, create a new message, and on the
ProjectWise tab, select Attach Document (in the case of Microsoft Outlook). In
the dialog that opens, select the ProjectWise document(s) to attach to the
email.
Then, select the recipient(s) for the message, type the accompanying message
and send the message.
Using message folders

Message folders allow you to view the contents of messages sent and received
using ProjectWise Messenger. Message folders appear in ProjectWise Messenger,
and in ProjectWise Explorer if your user settings permit their display.
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Module Assessment
Each user has their own message folder, which is represented by a message icon
and your user name. By default, your message folder contains an Inbox folder, a
Sent Items folder, and a Global Folders folder.
When you receive a new message in your Inbox, you are notified You have
received new messages, do you want to read them? Copies of messages you
have sent through ProjectWise Messenger are saved to your Sent Items folder.
Global folders are message folders that all users can see. Under Global Folders, if
your user settings allow, you can create folders that all users can access, and in
which all users can store existing messages for all to access. At the root of the
parent message folder, you can also create private message folders for your own
use.
You can open, reply to, forward, or delete any of these messages. You can move
messages into any private message folders you have created, and if your user
settings allow, into existing global folders. If a message has a link to a document
attached, you can right click the attachment from inside the message and perform
actions on it as you normally would on documents in a ProjectWise folder.
Module Assessment
module.
Workflows, States, and Messaging Assessment
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Executing Searches
Module Overview
The Quick Search bar lets you perform quick and easy searches for documents,
folders, and projects. For advanced searches, the Search by Form and the Search
Builder (Define Search) dialogs let you construct queries that are more complex.
This module describes how to use these tools.
Module Objectives
Execute quick, general, and advanced searches
Question
1
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How can you tell which interface you are using and how can you change
the interface?
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Executing Searches
Locating Documents
Answer
Select Tools > Interface or check the Interface options at the top of
ProjectWise Explorer. Use the option list in either place to switch
interfaces.
Locating Documents
You can locate documents by navigating through ProjectWise Explorers
hierarchical folder structure. However, as documents can be stored in any folder
or sub-folder, this process could be tedious.
If you do not know where a document is stored, or you need to find a document
with a combination of attributes, you can use a search. You can search on system
attributes, on custom attributes, or both. Note that if you search on custom
attributes, the results of the search will only be as accurate as the data entered by
other users.
Quick Searches
The Quick Search bar lets you perform quick and easy searches by typing the text
you want to search by and clicking the Go arrow. The search returns all
documents, folders and projects that match the typed text.
Note: The Quick Search bar is also available in file selection dialogs for integrated
applications.
Searches run from the Quick Search bar are not case sensitive, therefore they are
not affected by the datasource setting Force case-insensitive search. This setting
only affects advanced searches run using the Search by Form and Define Search
dialogs.
Quick Search Settings

Through Search Settings, you can set the extent of the search you want to run
from the Quick Search bar.
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Quick Searches
To open the Search Settings dialog, click the search icon in the quick search field
and select Settings from the menu.
On the General tab, you can opt to search the entire datasource or just in the
current folder and its sub-folders.
You can change this setting quickly by right clicking in the quick search field and
selecting different extents from the pop-up menu. There is an option to restrict
the search by environment here.
The History option on the General tab lets you set the number of searches you
want to keep in history. Click the downward arrow on the right side of the Quick
Search bar to access these.
On the Search Types tab, there are search types from which to choose. When you
select one of the options (All Content, Full Text or Document and Folder
Properties), you can see the parameters of the search in the right pane.
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Quick Searches
All Content searches document names and descriptions, file names and
extensions, the text inside documents, environment attributes, folder and
project names and descriptions, and custom project properties.
Full Text Search is the same as All Content, except it does not search
environment attributes.
Document and Folder Properties is the same as All Content, except does not
search the text inside documents, environment attributes, or custom project
properties.
Whenever one of these types is set, searches run from the Quick Search bar will
search only those items specified in the search type. You can set any one of these
to be the default search type by right clicking on it in the Search Settings dialog
and select set as default.
Search expressions
* and %
These can be used to replace multiple characters in a text string. To use, place
either the * or % character in front of, at the end of, or both in front of and at the
end of your text string in the Quick Search bar.
*.dgn finds all documents that have the extension DGN.
overview.* finds all documents that have the file name OVERVIEW, regardless
of file type.
plan* finds all documents, folders and projects that begin with PLAN.
*plan finds all documents, folders and projects that end with PLAN.
? and _
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Quick Searches
These can be used to replace any one character in a text string.
?ast can produce last, past, fast, mast, cast.
and
Two separate expressions can be combined with AND in one field.
or
Two separate expressions can be combined with OR in one field.
not
Can be used with all criteria.
NOT *pump
NOT P01
Note: The Search by Form or Define Search dialogs are still available for advanced
searches.
Exercise: Run a quick search

1
In ProjectWise Explorer, click on the folder with the latest version of the
MicroStation example files and then type the following in the Quick Search
bar:
*seed*
Click the Start Quick Search arrow.

This returns all the files and folders that have seed in the name.
Type the following and execute for the selected folder to find only DWG
seed files:
*seed*.dwg
If your search was restricted to a folder, you will be prompted about

whether you want to search it again, or search the whole datasource.
4
Type the following and execute to find the DWG seed files and cell files in
the folder:
*seed*.dwg or cells.dwg
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Advanced Searches
Note: The option to ignore case sensitivity for searches is enabled or disabled by your
administrator.
Advanced Searches
For advanced searches, the search dialog you use is mostly a matter of
preference. The Search by Form dialog has the same interface as the Document
properties dialog, whereas the Search Builder (Define Search dialog) may be a
more familiar interface for users of Microsoft Office applications.
Hint: The Define Search dialog can be used to search for documents, as well as for
projects or folders. The Search by Form dialog can only be used to search for
documents.
If you decide that you prefer one dialog to the other, you can set that dialog as the
default search dialog. It will then open when you select Folder > Advanced Search,
when you click the Advanced Search icon, or when you right click on a project or
folder and select Advanced Search. If you do not set a default search dialog, you
will always be prompted to select one of the two dialogs.
The search form

Search criteria can be based on any general property or environment attribute of
a document. The general tab of the Search by Form contains system attributes.
Each attribute has its own section.
Document: This section sets the search criteria for a document record. You
can search by document name and description, document version as well as
many other system attributes.
File: This section sets the search criteria for a physical file. The name entered
here should be the actual file name, not the document name.
Folder: This section will allow you to limit your search to a specific folder or
sub-folder by name or description. You can search by the environment applied
to the folder.
Exercise: Use a search to find a document

1
Click Find Documents, the binoculars, next to the quick search field.
As you will use the Search Form several times, you will make it the default
wizard.
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Advanced Searches
In the Select Search Definition Dialog, select Search Form, Enable the
Make this wizard the default check box, and then click OK.
In the Document section, type *sheet* in the Name field.
In the Folder section, click the Change button to the right of Look in,
select the latest MicroStation example files folder, and click OK.
Enable the Include subfolders check box to search them.
Make sure all other options are blank or display <none>.
Note: You can ensure that all the options on the General tab are blank or
display the option <none> by clicking the Clear button.

7
Click Apply.
The system searches for documents that match the defined attributes.
Results are displayed in the Search Results window.
Clicking Apply leaves the form in search mode. This lets you easily modify
the search criteria if you want to refine your search.
8
In the Document section, set the Application option to MicroStation.

If you click OK, the search is executed and the attributes of the first
returned document are displayed in the document properties dialog
format. You can use the arrows to page through the results.
Hint: File details can be reviewed using this method.

9
Click OK to display results in the properties dialog format.

Use the arrows at the bottom to page through results.
10 Click Close when you are done reviewing properties.
Open folder
Once you obtain search results, it may be difficult to tell where the files are
located. You can check the address bar for the location or you can use the Open
Folder command.
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Advanced Searches
Exercise: Using the Open Folder command

1
Right click one of the documents that were found in the search and select
Open Folder from the pop-up menu.
The Search by Form has different tabs listing attributes on which you can base a
search. Available fields are white. Gray fields are unavailable to the search.
When you select an attribute to search on and right click, you will be presented
with different options depending on what type of field you have selected.
When you select a field that is not an option list, you can open a Format Criteria
dialog. This dialog lets you enter more complex search criteria using comparison
operators.
Exercise: Use format criteria to find documents and the refine the search
1
Click Advanced Search.

In the Folder area of the General tab, the Look in field is blank and the
Include subfolders check box is grayed out. This is because the form has no
starting point for this search.
Focus moves to the folder that contains the document. The contents of
the folder containing the selected document are displayed in the
document list.
Click Cancel, and then click Close.
Right click the latest MicroStation folder and select Advanced Search.
Now the Folder area contains the path to the MicroStation folder and the
Include subfolders check box is enabled.
Hint: When you want to search a branch of the folder hierarchy, it is easier if
you right click the top folder and use the Advanced Search menu option.
This automatically enters the starting point for you. If you have not
selected a default search dialog, the Select Search Definition dialog will
open so you can select one
4
On the General tab in the File section, place the cursor in the File Name
field.
Right click and select Format Criteria.

You can click on the browse button next to a field, too.
Executing Searches
Expand the Relation option list.
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Advanced Searches
The comparison operators you can use to compare values are noted in the
following table.
Expression
Comments
*, ?, %, _
Either * or % can be used for multiple wildcards. Either ? or _

(underscore) can be used for a single wildcard
>, >=, <, <=
> Greater than

>= Greater than or equal to
< Less than
<= Less than or equal to
NULL/
NOT NULL
Returns Null value or excludes null values
AND
Two separate expressions can be combined with AND in one edit box
OR
Two separate expressions can be combined with OR in one edit box
NOT, <>
Can be used with all criteria
BETWEEN/
NOT BETWEEN
LIKE/NOT LIKE
IN/NOT IN
>= AND <= can also be used to find a range
Select LIKE.
Click in the Value text box, enter the string *survey*, and then click OK.
Make sure all other options are blank or display <none>.
10 Click Apply.
The search will return all documents with names like survey.
11 On the General tab, in the Document section, set Updated By to your
student<#>.
12 Click Apply.
You updated a file that has survey in its name.

13 Click OK, and then click Close.
Exercise: Execute a relational search

1
Right click your student<#> folder and select Advanced Search.
In the Document section, select your student<#> from the Created By

options.
Right click in the On input field that is next to the Created By options and
select Format Criteria.
Set the following:

Relation: <
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Advanced Searches
Value: tomorrows date

Specify: enable the Hours radio button
Click OK.
Click Apply.
Set the Hours field to 12 AM
The result is a list of the files that you created prior to that date and time.
7
Close the Search by Form.
If a search does not return any documents, click browse again, modify the search
criteria to something appropriate, and execute the search again.
Printing search results

You can print documents while you have them open in their associated
application, or you can print them from ProjectWise Explorer. By printing search
results, you can create reports. The contents of the Search Results window can be
printed.
How to print the contents of the Search Results window:

First, select all of the files displayed as search results in the Search Results
window. Then, right click and select Copy List To > Printer.
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Advanced Searches
The type of document you select determines how it is printed. If you select
one or more Microsoft Office documents, the documents are automatically
printed to your default system printer. If you select a MicroStation document,
you can open it in the associated Bentley application, allowing you to adjust
print settings specific to design files.
Hint: Before executing your search, set the View so that the columns for the attributes
that you want to include are displayed. You may want to create a document
view for this purpose.
Copy data to Excel
Exercise: Create a report

1
Launch Excel.
Select the documents displayed as search results in the Search Results

window.
Right click and select Copy List To > Clipboard Tab Separated.
In Excel, select the uppermost cell on the left side of the sheet.
Select Paste, to paste the clipboard contents into the spreadsheet.
Format or otherwise modify the data as desired. You can either print the
results or even save into ProjectWise using the File > Save As in Excel.
6
Exit Excel.
Attributes and More Attributes tabs

These pages of the Search Form give you access to the custom attribute fields in
your environment so you can search based on these values. Their appearance is
controlled by the active interface.
Exercise: Custom attribute search

1
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Continuing in ProjectWise Explorer, make sure the active interface is

Default.
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Advanced Searches
Right click your student<#> folder and select Advanced Search.
On the Attributes tab, type *BSI400* in the Title field.
Click Apply.
Documents fitting the criteria are listed in the document list. These are the
documents for which you specified attributes using the Advanced
document creation wizard.
5
Leave the Search by Form open.
It is possible to further refine your queries by using the joining expressions And
and Or. When you link two parameters with And, your search will result in all of
the files that meet both conditions. When you use Or, your search will result in all
of the files that meet either of the conditions. You can use the Format Criteria
dialog to employ operators such as Between or Like.
Exercise: Using an or search

1
Continuing on the Attributes tab of the Search by Form, click Add OR

Group at the bottom.
A fresh page appears for each tab.
On the General tab, Document section, set the Application to Microsoft

Word.
Click Apply.
How many documents were found this time?
Click Cancel and then click Close.
Any time you add AddOrGroup pages, you can specify any attribute on any tab.
Range searches
When searching on a date or numeric field, it is possible to find all of the
documents that fit within a range of dates or numbers.
Exercise: Create a complex search

1
Create a search that will find all documents in your student<#> folder that
are:
In the Pending Approval state of the Default Workflow
Where the file size is greater than 250
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Advanced Searches
Run the search
Leave the Search by Form open.
Saving searches
If you will be using a search frequently, you can save it in your personal saved
search folder. You can then reuse it when needed by clicking on it. You may also
find that there are global searches set up by the ProjectWise Administrator that
all users can use. If you need additional global searches, request them from the
administrator.
Exercise: Save a search

1
In the Search by Form, click Saved Search at the bottom of the dialog, and
select Save As from the menu.
In the Save Search dialog, select the Personal folder.
Enable the Saved Search Name check box and type the Saved Search
Name:
Pending Approval
You can also select a View to use when the search results are presented.
4
Select Folder Information as the default view.
Click Save.
Click Cancel, and then click Close.

The search is saved under Saved Searches > Personal in the current folder.
Exercise: Run a saved search

1
Under Saved Searches, expand Global.
Click on the global search Architecture Department documents.

A saved search runs every time you select it.
Hint: To review a saved search, select the search, right click and select Show in Search
Form.
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Advanced Searches
The Search Builder

The Search Builder (or Define Search dialog) lets you build a search based on any
system or custom attribute. This tool is makes it easy to create complex queries.
Exercise: Switch wizards
Open the Wizard Manager by selecting Tools > Wizard Manager.

Since you made the Search Form the default search wizard, you need to
change that.
Select the Search Definition tab.
Click Search Builder, click Set as Default, and then click Close.
Hint: Regardless which wizard is the default, you can access the other tool by clicking
on the arrow next to the Advanced Search icon on the Quick Search bar and
selecting it.
Use the Define criteria section of the Define Search dialog to add boolean
statements to the Find documents that match these criteria section.
Criterion Type: Select general properties, full text, file properties, or

environment attribute.
Property: Select the property to be used in a statement.
Environment: Select the environment from which to select custom attributes.

Options vary depending upon the criteria type selection.
Attribute: This selection is available when selecting Environment Attribute >

Environment. It lets you select a custom attribute.
Exercise: Search for a similarly named files

1
Right click on your student<#> folder and select Advanced Search.

The first criteria are already entered. In folder student<#> or in any
subfolder.
In the Define Search dialog, set the following:

Look for: Documents
Criterion Type: Environment Attribute
Environment: Titleblock
Attribute: Drawn By
Value: your student<##>
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Advanced Searches
Click Add Criteria.
Click OK.
You can double click on a criterion that has been added and the Define Criteria
area will populate. You can then modify as desired and click Add Criteria to update
the search criteria.
Exercise: Create a complex search

1
Right click on your student<#> folder and select Advanced Search.
Set the following:

Look for: Documents
Criterion Type: General Properties
Property: Created By
Value: select your login from the list
3
Click Add Criteria.

This searches for documents created by you.
Now set the following:
Property: Application
Value: MicroStation
5
Click Add Criteria.

This narrows the search to MicroStation files that were created by you.
Click Add OR Group.

This is where you add an Or condition.
Now set the following:

Criterion Type: Environment Attribute
Environment: standard
Attribute: revno
Value: 2
Click Add Criteria.
Click Apply.
How many documents were found?
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Project Searches
Project Searches
You can search projects and every project contains its own Saved Searches folder.
Using the Define Search dialog, you can create a search that specifically looks for
projects, as opposed to a search the looks for documents. When searching for
projects, you can search based on any general property of the project, any custom
project property, or any project type.
Create project-aware saved searches using either the Search by Form dialog or the
Define Search dialog. These searches are defined to search for documents,
starting from the project in which the search itself is saved. When you copy a
project-aware saved search to another project, the search path of the new saved
search is updated to reflect the project to which it was copied.
You can create searches from anywhere in the datasource and save them to the
Global or Personal folder under any projects Saved Searches folder. You can copy
saved searches from one project to another, or from a project to the main Saved
Searches folder.
You can set up a search that looks for all projects associated to a particular project
type in the Define Search dialog by setting the Look for option to Projects and
Folders. Set the Criterion Type to Project Type and select a project type. The Type
list contains all of the project types currently defined in the datasource in
When you run the search, any projects that have the selected project type
associated to them are returned.
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Spatial Searches
Spatial Searches
From ProjectWise Explorer, you can search by spatial location using the Search by
Forms Spatial tab. This tab is the same as the Spatial tab in the document
properties dialog. You can define the source that you want to search.
Using Custom, the spatial location can be drawn using the Edit button. You can
select the background map you want to search, and then use the tools to
draw an area in which to find documents. A location can also be extracted
from a spatial location file using the Load SLF button, or calculated using the
Calculate button.
Searching by defining the area to search drawing on the selected map
Using source None means no spatial location is associated to the document(s).
Using source Use Parent Folder, the spatial location uses the geometry and the
coordinate system of the parent folder.
Using source Linked, the spatial location is inherited from a source document
or folder.
How to search for documents using spatial criteria from inside MicroStation:
First, click the Search icon in the ProjectWise File Open, Select Document, or
Open dialogs. Then, in the Define Search dialog, select Spatial in the Criterion
Type list and Spatial Location in the Property/Environment list. Next, click the
browse button (...).
If the active file is a ProjectWise document with a spatial location and a fence
is defined, enable Use MicroStation Fence to use the fences extent as the
search area criterion. If no fence is defined, use the available editing tools to
define the area to be used as the search criterion. Once the area is defined,
click OK.
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Notes About All Searches
Finally, click the Add Criteria button, and click OK to launch the search
operation.
If the Use MicroStation Fence option is always disabled when defining spatial
search criteria, it is because either the active MicroStation document does not
have a spatial location in ProjectWise, or there is no fence defined in
MicroStation. If there is no fence defined, adding a fence in MicroStation
should fix the problem. If a fence is defined and the toggle is still disabled, a
spatial location should be assigned to the document in ProjectWise to enable
this feature.
Notes About All Searches

Warning: All documents, folders, and projects that match your search criteria are returned,
with no regard for their hierarchy in the datasource. These are the actual items,
not just links to them, so be careful not to accidentally delete something from the
Search Results window.
Documents, folders or projects that match your search criteria, but to which you
do not have access, will not appear in the Search Results window when you run a
search.
The text you type in search fields may or may not be case sensitive, depending on
whether or not your administrator enabled the option in the datasource to
enforce case sensitivity for searches.
Module Assessment
module.
Executing Searches Assessment
Executing Searches
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Settings and Utilities

Module Overview
This module explains how to use priority and proximity searches when scanning
for references and how to scan for and use link sets. It also discusses scanning for
spatial locations.
The Local Document Organizer and parallel installations are also discussed.
Familiarity Microsoft Office applications
Module Objectives
Aug-12
Execute priority and proximity searches
Combine priority and proximity searches
Scan for Link Sets
Scan for Spatial locations
Use the Local Document Organizer
Install parallel versions
165
Module Glossary
Module Glossary
Link set: A group of links to other files, models, references, or saved views that
can be stored in a DGN file or a DGN library.
Priority search: This type of search for references will only search selected
folders, and they will be searched in the order they are listed in the Scan for
References wizard.
Proximity search: This type of search for references will start the search with the
top folder selected. It then will work its way down until all sub-folders are
searched.
Reference: Used in MicroStation to display information that is contained one
design in another.
Working directory: The file system folder on a user's computer into which
documents from the datasource are downloaded when performing a check out or
copy out.
Questions
1
What is a reference?
How do you open your user settings dialog?
Answers
A model attached to, and displayed with, the active model for printing or
construction purposes. A reference cannot be modified. You can attach a
model that resides in either the open DGN file or some other DGN file.
In ProjectWise Explorer, select Tools > Options.
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Important User Settings
Working Directory
The Settings tab of the user Properties dialog displays the settings for the user
currently logged in to the datasource. The settings you see on this tab are only
those that your administrator has given you permission to view or change. Select
Tools > Options in ProjectWise Explorer to open the dialog.
User Interface-> Show Local Document Organizer on log out
Expanding the category displays a folder icon and, if already set, the location of
your working directory. Double click the icon to change the location of your
working directory.
This setting controls whether or not the Local Document Organizer dialog opens if
you have documents currently checked out or exported when you log out of a
datasource. Show in ProjectWise Explorer only means that the Local Document
Organizer will only open when you log out of a datasource from ProjectWise
Explorer. With the other options, it opens wherever you log out.
User Interface-> Show Selective Set Open

Enable this so that when you open a master document, a dialog opens so you can
select which references in a set to check or copy out along with the master file.
When disabled, all references are automatically copied out.
User Interface-> Display descriptions

When this option is enabled, if a description exists for a document or folder, the
description displays rather than the document or folder name. It is disabled by
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default, as it is up to your administrator whether descriptions should take

precedence over names.
User Interface-> Show

...File properties: The File Properties tab displays in the document properties
dialog. This tab shows the properties of the file contained by the selected
document.
...Document thumbnail: Extracted thumbnail images display.
...Full text search: The Full Text tab displays when you open the Search by Form
dialog, and is used to search the datasource for documents containing the
specified text.
Document-> Leave local copy on check in

Every time you copy out a document, a copy of the document is placed in your
working directory. When this is enabled, the copy of the document in your
working directory is retained when check in is performed from either ProjectWise
Explorer, or from an integrated application.
This is the best choice for using delta file transfer, which only transfers changes
that have been made to documents, rather than the whole document. It begins
working when it sees a file with the same name in your working folder.
Note: If using the Local Document Organizer dialog, the action selected there
overrides the setting here.
Document-> Leave local copy on free

Similar to the previous setting, when enabled, the copy of the document in your
working directory is retained when the document is freed.
Note: These two options improve performance, but over time can result in a large
working directory. To make sure there is not wasted space on your system, you
may want to clean up your working directory from time to time using
Document > Purge Local Copy.
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Scanning for References and Link Sets
Document List -> Double click action

If you right click on a document the command you see in bold is the default
action. The default behavior is to open a document. You can change this here to
always check out a double clicked file or to open read-only.
Message folders-> Show message folders in user interface

Enable this so ProjectWise Explorer displays the Global Folders folder, Inbox and
Sent items for your user. Find the folder at the bottom of the datasource list, near
Saved Searches.
Document Creation Conflicts-> Default Action

You can set the default action to take when moving or copying a document into a
folder that already contains a document with the same name or file name.
Options are the same as those in the Select an Action dialog. You can opt to stop
display of that dialog, too.
Project permissions-> Allow user to create projects

If this is enabled you can create projects by selecting Folder > New Project, and
can turn a regular folder into a project by selecting the folder and selecting Folder
> Upgrade to Project.

When MicroStation and AutoCAD files and their reference attachments are
initially imported into ProjectWise, the physical relationship between master file
and reference file(s) is kept, but is not automatically recognized or maintained by
the ProjectWise database. To establish this relationship and create a logical set in
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ProjectWise, you need to scan the contents of the imported folders and
documents using the Scan for Reference Files and Link Sets wizard, Tools > Scan
References and Link Sets in ProjectWise Explorer. As the name implies, the wizard
can also be used to scan newly imported DGN documents for the presence of link
sets.
Note: You can scan an individual file by right clicking it and selecting Set > Scan
References and Link Sets.

Scanning is not necessary when you attach references or create link sets in
documents already stored in ProjectWise. In these cases, the logical set or link set
is automatically created in ProjectWise when you check in the master document.
For more information about logical sets, see Working With Sets.
Overview of the process

The first step is to determine whether you will search for referenced documents,
for DGN link sets, or for both.
The next step is to identify all the folders that contain files that need to be
scanned. Decide to scan just master folders or to include sub-folders. You can
select an application type to filter the files that are scanned.
The next step is to determine how you want to search for the documents that are
referenced into the master documents.
Setting up a priority search: This type of search for references will only search
selected folders, and they will be searched in the order they are listed in the
Scan for References wizard. Use this if you know where files reside.
Setting up a proximity search: This type of search for references will start the
search with the top folder selected. It then will work its way down until all
sub-folders are searched. Use this if you do not know where files reside.
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You can also use both a priority and a proximity search to scan. It makes sense
to search priority and then proximity. Search here first, and then look
elsewhere.
You can use the wizard as often as you need to. You may want to run it
periodically as reference documents are attached to and detached from master
documents or link sets are updated, or if files are deleted from the system.
The most common time to use the wizard is after importing a quantity of files into
ProjectWise by drag and drop, or using ProjectWise's bulk-loading tools.
Before you begin using the scanning wizard, make sure that the following criteria
have been met.
You have both write and file write permissions for the folders containing the
files.
ProjectWise iDesktop has already been installed with support for MicroStation
V8i.
All of the related files that you want to scan have already been imported into
ProjectWise.
The wizard supports live nesting of references in both MicroStation and AutoCAD.
For each master file detected during the scanning process, the files nest depth is
also obtained and stored in the ProjectWise database.
Priority searches
Exercise: Create a priority search

1
Select Tools > Scan References and Link Sets.
Click Next in the Scan for Reference Files wizard.
On the Specify Scan options page, enable only Scan for master and
referenced documents.
This makes the wizard conduct a scan for master documents and their
references.
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Click Next.
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Click Select Folder.

The Select Folder dialog lets you select the folders and individual
documents you want to scan for the presence of master documents. To
add documents individually, click Add Documents icon.
Select the latest MicroStation example files Building project and click OK.
On the next page, by default, items added to the list are automatically
checked so the reference scanning engine will scan all documents in that
folder, creating new sets when necessary and updating any existing sets
that are found. When you un-check an item, the reference scanning
engine will bypass existing sets in that folder or document, and will only
scan the documents that are not already identified as master documents.
Note: The Update references from current set option should only be used after
upgrading a datasource from a pre-V8.1 version. This option accelerates

the scanning process so that only existing sets are located and updated.
When this option is on, no attempt is made at creating new sets,
therefore you do not need to configure priority or proximity searches
for references.
7
Click Next and, on the master Folder Settings page, enable the check box
next to the path to the Building project to scan the sub-folders.
The next page lets you include sub-folders of the selected folders in the
scan and select the type of documents to scan. Enable the check box to
the left of any folder in the list to include that folders sub-folders in the
scan.
From the list of application types, select the application types you want to
scan. Only documents of the selected application type will be scanned. If
no application type is selected, documents of all application types will be
scanned.m
8
Select MicroStation to scan only DGN files and click Next.

On the next page, a priority search lets you choose which folders and in
what order reference scan will look for attachments.
Enable the Enable Priority Search check box.
10 Click Select Folder, select the Building project, and click OK.
Note that the first correctly named reference file that is found will be
attached. The search will be performed in the order that the folders are
listed, top folder first, bottom folder last. To move folders up or down in
the search order, select the folder in the list and click the up or down
arrow.
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Important: If you have more than one file with the same name,
ProjectWise will attach the first one it encounters. In this case, it is critical
to have the order of the priority search set correctly.
11 Enable the check box next to the path to the Building project to search
sub-folders and click Next.
12 Click Next.
Do not make any changes on the Proximity Search Options page at this
time.
13 Set the log file path and name to c:\temp\scanrefs.log, click Next, and
In the Log File Name field, specify the path to and name of either an
existing or new log file. You can key in the path or browse.
If you enter the name of a log file that does not exist, it will be created
when the scan is initiated. If you select an existing log file, the contents of
the file will be overwritten with the new scanning results.
then click Finish.
This initiates the scan for master documents and their reference
documents. Progress of the scan displays in the wizard.
When the scanning is complete, you are presented with a summary of what
occurred during the scan. You can check the log file to locate errors.
Log file
The Scan for Reference Files and Link Sets Wizard lets you save the results of the
scan to a log file.

Below the field where you specify the name and location of the log file, there is an
option called Enable detailed logging. When this setting is off (the default),
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Exercise: Review the log file

1
ProjectWise will record high level of scanning details. When this setting is on,
more detailed logging will occur.
Click Yes in the Scan Summary dialog to view the log file.
The file opens in the selected application.
Select Edit > Find or click the binoculars to open the find dialog.
Type the word error in the Find Text field.
Click Find.
This identifies any reference documents that were not found.
Exit the log file.
Importing missing files

If some references were not found, you can import them at this time.
How to import the missing files:

First, drag and drop the files into the correct folders, using the Advanced
Wizard if necessary to populate Attributes. Then, once the files are imported,
run another priority search.
Proximity searches
This search starts out like the priority search, where you specify the files that you
wish to scan.
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A proximity search tells the scanner to where to start the search. You can start in
the folder found to contain master documents, the folder just above that one, or
several folders above that one. When you perform an Advanced search that goes
high in the folder structure, and enable the option to scan sub-folders, you are
ensuring that all neighboring folders of the selected folders are included in the
scan.
To include sub-folders in the proximity search, enable Search all subfolders for
references check box.
Exercise: Create a proximity search

1
Continuing in ProjectWise Explorer, select Tools > Scan References and Link
Sets.
On the Specify Scan Options page, enable only Scan for master and
referenced documents, and then click Next.
Select the Geospatial project and click OK.
next to the path to the Geospatial project to scan the sub-folders.
Select MicroStation to scan only DGN files and click Next.
On the Reference File Priority Search Options page, disable Enable Priority
Search and click Next.
On this page, you can define a proximity search. Because you disabled
Enable Priority Search on the previous page, you have no choice but to
configure a proximity search on this page. You will be defining the order in
which folders are searched. The closest documents will be found.
Enable Search all Subfolders for References.
10 Enable Advances, type in 5, and click Next.

11 Set the log file path and name to c:\temp\scanrefs2.log, click Next, and
then click Finish.
Combining Priority and proximity searches

When combining searches you can select the order in which the searches will be
performed. To perform this type search make sure both Enable Priority Search
and Enable Proximity Search are enabled.
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Scanning for Link Sets
MicroStation link sets are supported in ProjectWise. A link set is a group of links to
other files, models, references, or saved views that can be stored in a DGN file or a
DGN library. In MicroStation, the Link Set dialog is used to create and manage link
sets, and MicroStations Project Explorer dialog is used to create the actual links.
the project in which the link set exists. Any link sets that exist in folders that are
not in any project are displayed in the main Link Sets tree, which is a sub-folder of
the Documents root folder.
the project in which the link set exists. If there are link sets in folders that are not
in a project, they are shown in the main Link Sets tree, which is a sub-folder of the
Documents root folder.
Exercise: Scan for link sets
Continuing in ProjectWise Explorer, select Tools > Scan References and Link
Sets.
On the Specify Scan Options page, enable only Scan for DGN Link Sets and
click Next.
Select the Civil Project and click OK.
next to the path to the Civil project to scan the sub-folders, and click Next.
Enable the Enable Priority Search check box.
Click Select Folder, select the Civil Project, and click OK.
Enable the check box to search all subfolders and click Next twice.
10 Set the log file path and name to c:\temp\scanlinks.log, click Next, and
then click Finish.

Note: If you create link sets in DGN documents already stored in ProjectWise you do
not need to run the Scan for Reference Files and Link Sets wizard on those
documents. Creating link sets that way automatically creates the link set in
ProjectWise, once you check in the document containing the link set.
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Exercise: Open a linked model

1
Press F5 to refresh and expand the Link Sets folder in the Civil project.
Expand Civil Example, then the Design folder, and then the XSect folder.
Right click on the first link, to a sheet model, and select Open.
The model opens.
Exit, freeing the document.
When you open, add, or change a link set in any way, follow a link within a link set,
add, or change the links within a link set, or navigate between linked models,
ProjectWise Explorer tries to check out the documents. When you are in an
integrated session of MicroStation, a Check In / Check Out icon appears in the Link
Sets dialog.
Note: You must identify the DGN library in which the link sets reside using the list
mode options to access link sets.
When the icon is an upward arrow, you can either check in or update the server
copy of the link set document when you have made changes to it. This happens
when you have the link set's DGN document checked out.
When the icon is a downward arrow, you can either check out or refresh the local
copy of the link set document. This happens when you have the link set's DGN
document open and someone else has checked it out and made changes to it.
If the link set is stored in the configured DGN libraries, an additional icon does not
appear in the icon bar. All other icons on the icon bar are unavailable.
Note: Links sets and links cannot be created, changed, or deleted in ProjectWise
Explorer. You must use MicroStation to perform these tasks. However, if you
use ProjectWise Explorer to delete a DGN document that contains a link set,
the link set is also deleted.
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Scanning for Spatial Locations
Selecting the correct link set source
Link sets come from one of three sources: configured DGN libraries, the active
file, or the selected file. When you are using ProjectWise Explorer to check out
link sets and DGN files containing link sets, it is important that you select the
correct source in the Link Sets dialog.
If you plan to change a link set, it is easiest to use Selected File as the source of
your link set. After you select a DGN file and check it out, the Check In icon in
the Link Sets dialog is available. You can check in changes to the link set or
update the server copy at any time.
If you want to check out a link set but do not need to save any changes to it
until you check in the DGN file or update the server copy, you can use Active
File as the source of the link set. Note that the Check In icon in the Link Sets
dialog is gray and is unavailable. When you are using link sets in the active file,
you cannot check in changes to the link set because the link set resides in the
open DGN file, which is not being checked in yet. If you make changes to a link
set in the active file, they cannot be saved until you select File > Update Server
Copy or check in the DGN file.
If this is the source of the link set, you will be unable to modify the link set at
this point. This functionality is the same as if you were using only MicroStation
to open the link set.

The Spatial Location Scanning tool is used to extract spatial information from the
files associated to documents in a datasource, to store this spatial information in
the datasource, and to assign the information to the processed document.
The coordinate system must be defined in design files that are stored in
ProjectWise. In ProjectWise Administrator, an administrator needs to add the
appropriate coordinate system to the datasource. Background maps with the
appropriate coordinate system must also be created. A background map is a
backdrop that lets you position a spatial location in a geographical environment.
Store them in the folder with the related DGN files.
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Scanners
There are spatial metadata scanners to use with the Spatial Location Scanning
tool. Each scanner requires that some software be installed in order for them to
run. All the software listed does not have to be installed in order for the tool to
work. For example, those that do not have ESRI ArcMap installed will not be able
to scan ESRI files, but if you have MicroStation installed, you can scan CAD files
without problems.
The MicroStation Scanner requires that MicroStation V8i be installed if you

want to extract only the extent of a CAD files. You need MicroStation
GeoGraphics 08.05 if you want to extract extent and coordinate system
information of DGN files.
The ESRI Scanner requires that ArcMap 8.x be installed if you want to extract
extent and coordinate system information from ESRI files.
Performing a scan
In order to scan a file with the Spatial Location Scanning tool, you must have Write
and File Read privileges to the document in question. Also, the status of the
document must be checked in for the scanning process to work. If a document is
ignored by the scanning process, it will not be listed in the log file. However, the
log file information underlines the access and status constraints.
To launch the Spatial Location Import tool, select Tools > Spatial Location Scan in
ProjectWise Explorer. The Spatial Location Scanning dialog opens to guide you
through the scanning process. The Welcome Page briefly describes the tool.
How to scan for spatial locations:

First, select Tools > Spatial Location Scan. Then, select the folders you wish to
scan and whether you want to scan sub-folders. The tool is very much like the
Scan for References wizard. Next, select whether to Extract Location Only
(only extract the minimum bounding rectangle of the scanned file and use it,
along with the coordinate system to create the scanned file's spatial location),
Extract Location And Coordinate System (extract both the minimum bounding
rectangle and the coordinate system from the scanned file), or Use Attribute
Lookup Tables (assign a spatial location through the document's environment
lookup table and attribute values). You must also select a coordinate system.
These are created in ProjectWise Administrator by an administrator.
Then, identify a log file and start the scan.
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If you use the Extract Location Only option, you can let the application process
files sequentially without having to supervise the scanning process. The process
will automatically complete after all the files have been processed.
This is not true when using the Extract Location and Coordinate System option.
When processing a file and successfully extracting coordinate system information
from the scanned file, a request is made to the ProjectWise server to try to find
the matching coordinate system in the coordinate system repository. The query
can yield the following results:
No matching coordinate system is found in the repository, so no spatial

location will be created for the document because it does not have a valid
coordinate system.
One matching coordinate system was found in the repository and this
coordinate system already exists in the datasource. In this case, the spatial
location for the scanned file can be created without your intervention if the
Scan Action for this coordinate system is set to Always Use or Replace.
One matching coordinate system is found in the repository and this

coordinate system does not exist in the ProjectWise datasource. When this is
the case, the Specify Coordinate System Settings dialog opens so you can
choose which coordinate system to use and which scan action to store for this
coordinate system.
More than one matching coordinate system is found in the repository. In this
case, the Specify Coordinate System Settings dialog opens.
If only one matching coordinate system is found, it exists in the active ProjectWise
datasource, and its associated Scan Action is set to Ask. In this case, the Specify
Project Settings dialog opens the first time the scanning tool encounters this
coordinate system within the current session. If it is not the first time the scanner
encounters this coordinate system within the current session, it will use it.
Geometry extraction options

The result of a Spatial Location Scan varies based on the geometry extraction
option set for the datasource in ProjectWise Administrator. The following
examples show how geometry, indicated by the arrow, is affected by the
datasources extent, which is the rectangle, according to the four possible
geometry extraction options.
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If set to Don't validate geometry against datasource extent, the geometry is not
affected by the area the datasource covers, its extent, during extraction.
If set to Exclude points outside datasource extent, valid geometry is restricted to

the area the datasource covers.
All returned geometry is inside the datasource extents
If set to Clip geometry if overlapping datasource extent, valid geometry is clipped

by the datasource extent.
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The Local Document Organizer

This utility is used to list and manage the documents that you currently have
checked out, copied out, or exported. You can configure Local Document
Organizer to open automatically when you log out of a datasource if there are still
documents checked out or exported, using the user setting, User Interface ->
Show Organizer on log out. This lets you see the status of the files you have been
working with at the end of a day.
If set to Treat geometries overlapping datasource extent as invalid, the geometry

is considered invalid because it overlaps the boundary that the datasource covers.
The Local Document Organizer dialog always opens with the View set to display
Checked Out Documents. The actions you can perform depend on the view icon
that is active.
In the first image the Checked Out icon is active, in the second the Copies icon is active
The third icon is the Exported icon
When the organizer opens, the default display shows the files that you have
checked out. This is indicated in the tool bar at the top.
You can select multiple documents in the Local Document Organizer's file list and
apply a command to all of them simultaneously.
Exercise: Open the Local Document Organizer

1
Open your \student<#>\Designs folder.
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Select all documents in the document list except the Final Status
document.
Right click and select Check out.
Select the Local Document Organizer tool on the Standard tool bar at the
top of ProjectWise Explorer.
You can sort the contents by Datasource or by the system on which documents
reside. The body of the dialog has columns that provide information about the
documents. You can right click on a document and select Open Containing Folder
to move to the folder containing the document.
Applying commands
You can select multiple documents in the organizer window and apply a command
to all of them simultaneously. You can filter the list of documents by the
datasource from which they are checked out, exported, or copied. When a file is
selected, additional tools are available.
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Update Server Copy updates the copy of the document in the storage area on
the server with the copy currently on your local system. The status of the
document does not change, it remains checked out.
Check In Leave Copy copies the document back to the central storage area and
makes it available to other users. This option retains the local copy. This is the
best choice for using delta file transfer which only transfers changes that have
been made to documents, rather than the whole document. It begins working
when it sees a file with the same name in your working folder.
Free Leave Copy changes the status of the document to checked in without
copying it back to the server. This option retains the local copy.
Free changes the status of the document to checked in, without copying it
back to the server. This option deletes the local copy.
Exercise: Check in and free documents

1
Select some of the documents in the Organizer.
Click Check In - Leave Copy.
Enter an appropriate comment.
183
Click OK.
The files are checked in.
Select the remaining documents in the Organizer.
Click Free.
Copies
When Copies is selected and a copied out file is selected, the Copy options are
activated.
The remaining documents are freed.
Check out changes the status of a copied out document to checked out
without copying the document from the central storage area.
You can use this while the document is open in an application, as no files are
transferred and the status of the document is only altered in the database.
Use this function if you have accidentally made changes to a document that is
not checked out. You will not be able to lock a document which is currently
checked out to another user, or one which has been checked in by another
user since you copied the document out (if the server copy is more recent
than the local copy).
Refresh Copy means refresh the local copy with the copy of the document
held in the central storage area on the server.
Purge Copy removes the copy of the file from the working directory.
How to remove copies of documents from your hard drive:

First, click the Copies icon so that the list of documents copied out to your
working directory displays. Then, select all the document copies. Next, click
Purge and the copies are removed.
Working with exported files

When the Exports icon is selected, a list of any files that have been exported
outside of ProjectWise will display. Select an exported file and the available
options display.
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Error Descriptions
Import imports the files from the location where they were exported and
releases the lock.
Import From lets you browse to another location in case you have moved the
file.
Note: When you import it is important that you keep track of the directory that you
used for export, and make sure that you put the updated files back into that
directory.
Warning: Always use the Local Document Organizer. Never clean up your hard drive by
deleting files directly from your working directories. ProjectWise keeps track of
which files have been copied out or exported. Deleting these files directly may
cause the loss of data.
Workspace copies
If you click the Workspace Copies icon, you can see all workspace documents that
are currently copied out due to opening a document that has a managed
workspace associated.
Error Descriptions
Enter a ProjectWise Error code into the Display Error Descriptions dialog to
generate a description of an error. It will be a brief description of the error, so for
more information, contact your ProjectWise administrator.
How to generate a description of an error code:

First, select Start > Programs > Bentley > ProjectWise V8i > Tools > User Tools
to open the ProjectWise Tools dialog. Then, select the Error Descriptions tool
and click Execute. Next, enter the error code generated in ProjectWise
Administrator or Explorer and click Show.
You can directly copy error messages and paste them into documents or e-mails
for troubleshooting.
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Module Assessment
Module Assessment
Settings and Utilities Assessment
module.
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Navigating ProjectWise Web

Parts
Module Overview
ProjectWise Web Server Components for Web Parts are used to provide a web
browser interface for ProjectWise users. Web Parts give you access to ProjectWise
managed content through a SharePoint interface. Web browser-based access to
ProjectWise is intended for casual users who are in remote or low-bandwidth
locations.
Knowledge about the ProjectWise Explorer interface
Knowledge about using ProjectWise Explorer to work with folders, projects,

and documents
Module Objectives
Aug-12
Navigate ProjectWise web parts
Conduct searches
Markup
Measure
Print
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Navigating ProjectWise Web Parts
Questions
1
True or False: The Documents root folder is the top level folder in any
datasource. All projects and folders are created under the Documents root
folder.
Where do you store saved searches?
Answers
1
True.
Every project contains its own Saved Searches folder, separate from the
main Saved Searches folder at the root of the datasource. When you go to
save a search (created from the Search by Form or Define Search dialog),
you have the option of saving it to the Global or Personal folder under any
project's Saved Searches folder.
Accessing a Site
Access a team site by opening a browser and typing http://servername:port/
default.aspx, where servername is the name of the server hosting the site and
port is the port assigned.
Using the Navigation Web Part

The ProjectWise Navigation web part lets you browse your folders, projects,
custom folders, and saved searches. The Navigation web part is typically used in
conjunction with the Content web part. When you navigate to and select projects,
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Using the Navigation Web Part
folders, custom folders, or saved searches in the Navigation web part, the
contents of those items display in the Content web part.
Top level folder selected in the Navigation web part

Its projects shown in the Content web part
Depending on how your administrator has configured your Web Server,

ProjectWise has integration with SharePoint's search tool. This lets you search
both ProjectWise and SharePoint at the same time using the same SharePoint
search tool
Browsing
To browse for folders and projects, click the + in front any folder or project. When
you find the folder or project you are looking for, click it and the contents of that
folder or project will display in the Content web part.
You can right click any folder or project in the Navigation web part to open a
menu. There are different right click menus depending on whether you click on
the icon or the folder/project name.
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New lets you create a folder
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Using the Content Web Part
Purge Copies lets you delete the local copies of documents in your working
directory for the selected folder or project
Copy Links lets you copy a link to the selected folder or project, to be pasted as
a URL or URN link inside another document or email
Delete lets you delete the selected folder or project
Properties lets you view or modify the properties of the selected folder or
project in the Properties web part
Refresh lets you refresh the view of the selected folder or project

The ProjectWise Content web part is where you access your ProjectWise
documents. The Content web part is used to display the documents at the root of
the folder or project, or the results of the saved search selected in the Navigation
web part, or the results of new searches run from the Search web part.
By default, all documents, folders, and projects at the root of the folder or project
selected in the Navigation web part will display in the Content web part. If you
only want documents to display in the Content web part, disable the user setting
Document list - Show subfolders.
The Content web part requires the ProjectWise Web File Transfer ActiveX Control
for file-based operations. If it is not installed, you will be prompted to install it the
first time you choose a file-based operation in the Content web part. Once
installed, you will not be prompted about this again. If you do not install it, you
will not be able to perform certain operations from the Content web part.
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Changing the View

Views are used to control which document and folder properties display in the
Content web part. To change the property columns that display, select a different
view from the View list.
Note: Views are created and modified either in ProjectWise Administrator or
Hint: Documents selected in Content web part are automatically highlighted in Spatial
web part, and vice versa.
Interacting with documents
You can perform many of the same activities that you execute from ProjectWise
Explorer using the menu that opens when you right click a document in the
Content web part.
Create documents using the New option.
Open, check out and copy out documents, and open them as read-only using
those options.
Note: A local working directory is required to check out or copy out
documents. If your working directory is not yet defined, you must

define it.
Aug-12
Move and delete documents using those options.
191
View documents by selecting View so they display in the Publishing and

Redlining web part. Here you can change the view, mark up, turn levels or
references on and off, and even plot.
Import and Export documents using those options.
Free documents.
Change document State or final status.
View document properties, including thumbnail images by selecting

Properties. These are shown in the Properties web part.
Purge local copies of documents from the working directory.
Compare the graphical differences of two DGN documents using the Design
Compare option.
Copy links to documents to the clipboard to use in other documents or email

messages. Use the options to add a link that lets someone just view a
document or one that opens it.
You can create new versions of documents and assign document codes to
documents from the Content web part too.
Comparing design documents

With the Content web part and the Publishing and Markup web part, you can use
design compare to see the changed, unchanged, added, and deleted graphics
between two renditions that were produced from MicroStation sources, or
between two DGN documents. Renditions produced from non-MicroStation
sources cannot be compared.
Design compare is designed to detect changes in the element itself. In other
words, the user must actually modify the element by moving it, adding vertices,
modifying it, changing color, weight, style, or fill. The feature is not designed to
detect changes in the mere appearance of the element that are caused by level
symbology setups, plot-time design scripts, view attribute changes, or shifts in
color tables.
Note: Design compare is only available in Web Parts if your administrator has
configured ProjectWise InterPlot Server to be part of the ProjectWise solution.

To use it, select two documents, right click and select Design Compare.
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Using the Search Web Part

The ProjectWise Search web part lets you search for documents, folders, or both,
in the datasource. You can specify an interface, which limits the attributes you can
search on to those in the specified environment interface
Running new searches

The ProjectWise Search web part lets you search for documents, folders (and
projects), or both, in the datasource. Search results are displayed in the Content
web part.
With a general search, you simply type what you are looking for and click Go. A
general search returns both documents and folders whose general properties
match the text you entered. With an advanced search, you can base your search
on document properties, folder properties, text within files or text that is part of
the document's properties, and environment attributes. You can set an advanced
search to search for just documents, just folders, or both documents and folders.
General searches
How to run a general search:

Make sure the Search web part is in General Search mode. In the search field,
type what you are looking for and click the Go button. All the documents and
folders/projects that match the entered text are displayed in the Content web
part.
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193
Advanced searches
To switch between general and advanced searches, click the link at the top of the
web part.
Search web part in Advanced mode

Click Advanced Search to switch to General Search mode
Advanced searches
When you are in Advanced mode, there is a Search for list from which you can
select the type of object for which you want to search. You can select documents,
folders and projects, or both.
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Aug-12
You can expand other sections to search based upon Document of Folder/Project
Properties, Full Text or even Environment Attributes.
Note: ProjectWise full text searches do not support the use of wildcards. If you do run
a full text search using a wildcard, the wildcard will be ignored.
How to search for documents based on general property values:

In the Search web part, switch to Advanced Search mode. Set Search for to
Documents or Both. Expand the Document Properties section, and filter the
search by Document Name, Description, File Name, Version, Application,
Workflow, or Workflow State, as needed. Click Go.
Running saved searches

At the root of the datasource, and at the root of every project in the datasource, is
a folder called Saved Searches. These Saved Searches folders are only accessible
from the Navigation web part.
A saved search is simply a search whose criteria have been saved (from
ProjectWise Explorer) so that it can be run again. Each Saved Searches folder
contains a Global and a Personal folder. Searches in the Global folders are
available for all users in the datasource to use. The Personal folders will only
contain searches that you have saved, if you have saved any searches to those
folders from ProjectWise Explorer.
Note: Currently there is no way to save a search using ProjectWise Web Parts.
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195
Using the ProjectWise Navigation Web Part
To run a saved search, in the Navigation web part, expand the Saved Searches
folder. Then, expand the Global or Personal folder and select a saved search.
Notes about all searches
All documents, folders, and projects that match your search criteria are
returned, without regard to their hierarchy in the datasource, and listed in the
Search Results window. These are the actual items, not just links to them, so
be careful not to accidentally delete something from the Search Results
window.
Documents, folders or projects that match your search criteria, but to which
you do not have access, will not appear in the Search Results window when
you run a search.
The text you type in search fields may or may not be case sensitive, depending
on whether or not your administrator has turned on the option to enforce
case sensitivity for searches.
Using the ProjectWise Navigation Web Part

The ProjectWise Navigation web part lets you browse your folders, projects,
custom folders, and saved searches. The Navigation web part is typically used in
conjunction with the Content web part. The idea being that when you navigate to
and select projects, folders, custom folders, and saved searches in the Navigation
web part, the contents of those items display in the Content web part.
To browse for folders and projects, simply click the + symbol in front any folder or
project. When you find the folder/project you are looking for, click it, and the
contents of that folder/project then display in the Content web part.
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Aug-12
Using the Publishing and Markup Web Part
You can also right-click any folder or project in the Navigation web part to open a
context menu. This menu contains the same options that are on the Folder menu
in the Content web part:
New lets you create a folder.
Upload Folder lets you upload a folder from the file system.
Copy Out lets you copy out the selected folder to your working directory.
Purge Copies lets you delete the local copies of documents in your working
directory for the selected folder/project.
Export lets you export the documents of the selected folder.
Import lets you import the documents of an exported folder.
Download lets you download the selected folder to the location of your choice
on your local system.
Delete lets you delete the selected folder/project.
Copy Link(s) to Clipboard lets you copy a link to the selected folder/project, to
be pasted as a URL or URN link inside another document or email.
Properties lets you view or modify the properties of the selected folder/
project.

The ProjectWise Publishing and Markup web part lets you view and mark up DGN
and DWG documents accessed from the Content web part. There are controls
that let you fit the view, zoom, rotate, etc.
To mark up a document, first select it and then select Document > Markup. The
document is published and displays in the web part. If the Publishing and Markup
web part is not present, a new window opens to display the document.
Add markups using the options on the Markup menu or the tools on the toolbar.
When done, select File > Save Markup. In the Content web part, the new file
appears in the same folder as the original DGN you marked up.
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197
Viewing
To view a document, select it and the select Document > View. The following
commands are available for viewing.
Pan, Zoom In, Zoom Out, Window Area, Window Center, Fit Image, Rotate Left, Rotate Right
Plotting
Plot Setup
The Plot Setup command lets you specify the following items.
Printer name specifies the name of the printer.
Printer properties specifies the printer options for the selected printer.
Scaling factor lets you print the image fitted to a specific form, print the image
at the original scale, or print the image a percentage of the original scale.
Number of copies lets you specify how many copies to print.
Model-based Scaling Factor lets you define the plot scale as you do in
MicroStation: by specifying a model-to-paper scale factor. This option is valid
for DPR files that were created with Digital InterPlot v8.1 or later, ProjectWise
InterPlot Server, Bentley Publisher v8.1 or later, or ProjectWise Publishing
Server.
Center on Page centers the image on the center of the print media.
The information in this dialog is the default for the rest of the current session, or
until you change it.
Plot Sheet
The Plot Sheet command prints the entire sheet (even if you have performed any
window commands like Zoom In, Window Center, or Window Area) to the
specified printer. The Plot Sheet command supports only paper-based scaling,
therefore the Use Model-based Scaling option is grayed out.
Plot View
The Plot View command prints the current view to the specified printer. The Plot
View dialog lets you specify either a model-based scale or a paper-based scale
198
Aug-12
when printing the view. The model-based scaling controls are enabled if the
displayed DPR file was created with Digital InterPlot v8.1 or later, ProjectWise
InterPlot Server, Bentley Publisher v8.1 or later, or ProjectWise Publishing Server.
Model-based scaling lets you define the plot scale as you do in MicroStation: by
specifying a model-to-paper scale factor.
Plot To Form
The Plot to Form command prints a form-sized portion of the drawing, defined by
your selections in the Plot To Form dialog. Click OK on the Plot to Form dialog and
then drag the form-sized box over the desired portion of the view. In the
confirmation dialog, click Yes to print to the selected form, or click No to exit the
Plot to Form command.
Plot Selected Area
The Plot Selected Area command lets you plot a rectangular area, like a fenced
area in MicroStation, of the displayed view. The Plot Selected Area dialog lets you
specify either a model-based scale or a paper-based scale when printing the
selected area. The model-based scaling controls are enabled if the displayed DPR
file was created with Digital InterPlot v8.1 or later, ProjectWise InterPlot Server,
Bentley Publisher v8.1 or later, or ProjectWise Publishing Server. These controls
allow you to define the plot scale as you do in MicroStation: by specifying a
model-to-paper scale factor.
Measuring
Measure Distance
Measures distances in either paper units (in or mm) or model units, depending on
the Measure in option selected by the Configure Ruler command. The
measurements are displayed on the Status Bar at the bottom of the viewing
window. Just click the tool and enter points defining the distance you want to
measure. If you define more than 2 points, the cumulative length of all of them is
reported. Select Reset to exit the command.
Measure Area
Reports area measurements in either paper units (inches or millimeters) or model
units. The measurements are displayed on the Status Bar at the bottom of the
viewing window. Click the tool, and enter three or more points. Reset to end the
command or start over.
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199
Configure Ruler
For paper unit measurements, information is obtained from the file. Therefore,
you do not have to manually configure the ruler.
To measure in Paper units, select Measure > Configure Ruler. In the Measure in
section, select the Paper units radio button.
For model unit measurements, there are two ways to configure the ruler. If you
already know the drawing scale (1/4 = 1'), you enter those values in the Configure
Ruler Model unit setup section. If you do not know the drawing scale, you can
derive it by measuring an object of known size.
How to measure in Model units if you do not know the drawing scale:
In the Measure in section, click the Paper units radio button. In the Model unit
setup section, type 1.0 for the Paper unit and 1.0 for the Model unit. You
should use the same units you would use to measure a line on a regular paper
drawing. For example, if you use inches, set Paper units to 1.0 in and Model
units to 1.0 in and click OK.
In the preview window, find an object with a known length and use the
Measure Distance command to measure the length of an object. The length
will be displayed in the status bar. Then, open the Configure Ruler dialog and
enter the values.
Markups
To mark up a document, select it and then select Document > Markup. The
document is published and displays in the Publishing and Markup web part.
Add the mark up using the options on the Markup menu, or the tools on the
toolbar. Then, select File > Save Markup. In the Create Markup dialog, either
accept the defaults for Document Name, Description, and Markup File Name, or
change them and then click Save.
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The ProjectWise Navigator Web Part
Back in the Content web part, the new markup file appears in the same folder as
the original DGN you marked up.
The ProjectWise Navigator Web Part

The ProjectWise Navigator web part uses the Bentley DGN Navigator (ActiveX)
Control, and lets you view, search, and mark up i-model (*.i.dgn) documents
accessed from the Content web part. When you log in to a ProjectWise web parts
web site, you are prompted to install the ProjectWise Web Server Client
Components, if not already installed from a previous visit. Installing these
components installs the Bentley DGN Navigator control.
Some tips about using features here:
Aug-12
The Models tab shows a list of the models that exist within the i-model. By
default all models are seen. Use the check box to the left of a model to toggle
its display in the viewer.
201
Using the Properties Web Part
The Views tab shows a list of the saved views within the i-model. Select a
saved view from the list and the saved view displays in the viewer.
You can use the Highlight (the item), Zoom (to the item), and Isolate (show
this item only) icons across the top of the Items tab to help in viewing the
selected items in the model. Once clicked, these icons remain ON until you
click them to turn them OFF again.
Note: You can select multiple items in the list by using the <Ctrl> or <Shift>
keys when selecting the items.
The search field lets you search for items in the i-model based on item name.
You can also search for items by defining an advanced search in the Search
dialog. With advanced searches, you can create a saved search, or open an
existing saved search. Search results are always displayed in the Items tab,
even if you had another tab selected when you started the search.

You can use the ProjectWise Properties web part to view and modify the
properties of folders, projects, or documents selected from the Content web part.
Modifying Properties of a Project or Folder

To modify the general properties of a folder or project, you must have Write
access to the folder, and you must have the user setting Folder -> Modify enabled.
For projects, the user setting Project permissions - Allow user to change project
types and project properties also must be enabled.
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To open the Properties window for a folder or project, you must have the user
setting, Document list - Show subfolders, enabled so that folders and projects are
displayed and selectable in the Content web part.
How to modify the properties of a folder or project:

First, select a folder or project in the Content web part. Then, select Folder >
Properties.
The properties of the selected folder or project display in the Properties web
part. If the Properties web part is not present, a new window opens to display
the properties of the selected folder or project.
You can change the Folder Name, Folder Description, Environment, Workflow,
or Storage Area if you want, and then click Save when finished.
Modifying document properties

When modifying document properties in Web Parts, you can change a
document's name, description, state, application, department, file name, and
environment attribute values.
If components have been extracted from the selected document, they are listed
on the Components tab of the Properties web part.
Only one Properties window can be open at a time. If you are viewing the
properties of a document and you select another document's properties to view,
the current Properties window is automatically replaced by the newly selected
document's Properties window. If you are in the process of modifying a
document's properties, you must first save or cancel your changes before you can
open another document's Properties window.
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203
Module Assessment
How to view or modify the properties of a document:
First, select it in the Content web part. Then, select Document > Properties.
You can also right click and select Properties from the pop-up menu.
If the Properties web part is present and connected to the Content web part,
the properties of the selected document display in the Properties web part. If
the Properties web part is not present, or if it is present but not connected to
the Content web part, the properties of the selected document display in a
new window.
Nested references
When displaying the Properties Web Part and selecting References, only the first
level references will be displayed, not the full list of nested references.
Module Assessment
module.
Web Parts Assessment
204
Aug-12

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ProjectWise V8i (SELECTseries 4)

Bentley Institute Course Guide

AutoCAD is a registered trademark of Autodesk, Inc.

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Class Date: 17-Jul-2013

ProjectWise V8i (SELECTseries 4) User Essentials

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ProjectWise Administrator V8i must be installed and a datasource created

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Enable the following check boxes for the datasource:

Name: Drafter ~ Description: Drafter

Create the following two groups. Do not add any users:

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Import Standard_env.aam from the data set.

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Install ProjectWise Explorer, with iDesktop integration for all applications.

ProjectWise Dependency Service

Copyright 2012 Bentley Systems, Incorporated

If you are going to work with spatial features

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Add a coordinate system. In ProjectWise Administrator, right click Coordinate

Add the background map \Spatial\Peterborough.dgn, as a static layer (Add

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Remember to set up Program Associations for them and Extension Associations

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Course Description ____________________________________15

The Managed Environment ___________________________ 17

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Module Overview _____________________________________17

The Integrated Environment __________________________ 25

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Logging in to Integrated Applications ______________________29

The ProjectWise Explorer Client ________________________ 67

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The Datasource List ____________________________________73

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User Groups and Lists and Access Control ________________ 129

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Group and User List Management_________________________129

Workflows, States, and Messaging _____________________ 139