Introduction

Document Settings allow users to securely configure web access to information stored in a ProjectWise work area connection. You can connect to any work area, given that you have a valid username and password

[Note: Before making a connection, make sure CORS (Cross-Origin Resource Sharing) is configured on your Web Services Gateway server (WSG).]

Check Getting Started: Bentley Web Services Gateway (WSG) or Contact your ProjectWise administrator for more details.

Configure Work Area Connection, PW Drive, Co-authoring storage

Select Administration – Document Settigs to create or modify a work area connection.

The Document settings panel will show the existing document connections and their options for the project. The default Documents storage is shown as Primary.

 

Create a New Connection

To create a connection to an existing ProjectWise Work Area, click on the New connection button.

Select Server and Datasource

• Give your new connection a name
• Enter the URL of the target instance's Web Service Gateway (WSG).
• Click on the Get datasource button.
• Select the desired datasource

Select Work Area

• Click on Select Work Area
• Navigate through the Folder structure and select the Work Area you want to connect
• Click on Select

 

 

ProjectWise Drive Setting

ProjectWise Drive allow users to seamlessly and cost effectively work with files on their desktops by synchronizing all the files in your project to your local drive.

Only one connection in each project can be enabled for ProjectWise Drive at any given time. The recommended way to enable a connection for ProjectWise Drive is to make that connection the primary connection, which you can do either when creating the connection or by editing the connection properties. Making a connection to the primary connection automatically enables the use of ProjectWise Drive in that connection. When there is no primary connection, then you can explicitly enable any one connection in the project for ProjectWise Drive, again either when creating or editing the connection.

Enabling a connection for ProjectWise Drive will automatically disable the use of ProjectWise Drive in another connection if it is enabled there.

For existing connections where ProjectWise Drive had already been enabled (prior to the introduction of the primary connection feature), you can either leave that connection explicitly enabled for ProjectWise Drive, or you can make that connection the primary connection if needed (and ProjectWise Drive will still remain enabled).

You can see which work area connection is enabled for ProjectWise Drive by going to the Document settings page under Administration.

If a connection has been set as the primary connection, there will be a PRIMARY flag next to the name of the connection in the connections list. Remember that the primary connection is always enabled for ProjectWise Drive.

User Synchronization Setting

When creating a work area connection, users can choose to sync participants form that work area that are set in ProjectWise Explorer.

• On-Access sync will add users as they log into the Infrastructure Cloud Project and then appear in Manage your Team Users list. You no longer need to manually add users to the Infrastructure cloud project. As users are edited/deleted/added in ProjectWise Explorer, the project will reflect those permission changes.
• Automatically sync will automatically synchronize all work area participants into the Infrastructure Cloud project.

• Click the "Connect" button when finished.

Office 365 co-authoring setting

Project Owners can select the default storage for new Office 365 document co-authoring sessions or Sharepoint sites configured for co-authoring.

• Onedrive for Bussiness – This will be the default storage for Office 365 co-authoring sessions.
• Co-authoring disabled – All co-authoring actions will be hidden
• Sharepoint sites – Sharepoint site configuration is done in Enterprise Settings – Co-authoring – To learn more about Enterprise Settings – Click Here