ProjectWise Explorer Basic Users Guide

Transcription

1 ProjectWise Explorer Basic Users Guide (Revision Date: 09/05/17) Index: 1. Introduction Getting Started Login to ProjectWise Explorer Working Directory Inside the ProjectWise Datasource ProjectWise Display Toolbars Folder Types Folder Properties Working with Documents in ProjectWise Viewing and Editing Documents... 8 a. View Toolbar... 8 b. To create a customized View... 9 c. Viewing a Document d. Opening a Document Read-Only e. Editing Documents f. Checking In a Document g. Creating/Deleting Documents Searching for Documents Exporting and Importing Documents Note: This is a work in progress. Please Contact Jeffrey (Direct 4326) Or Reuben (Direct 3309) with comments. is best as it will allow us to track comments. TYLI - ProjectWise Explorer Basic Users Guide (Revision date: 09/05/17) Page 1

2 1. Introduction: ProjectWise is a Bentley Systems, Inc. software package serving as Bentley s preferred Document Management System. (DMS) The intent of this DMS is to provide a platform encouraging collaboration and security for project documents and CAD files in an engineering environment. ProjectWise is able to manage most document types such as CAD files, Microsoft Office Documents, images, aerial photographs, GIS data, point clouds, Inroads Design files, and project schedules. Certain applications, such as Microsoft Office Suite and Bentley MicroStation design files can be integrated into the ProjectWise environment to allow for a more dynamic method of control between documents. ProjectWise provides a secure environment where project information can be stored. Individuals can check out a document, perform their modifications, and then check in the document. Although other ProjectWise users can read the document while the document is checked out, they will be unable to revise the document until it is checked in. This system dissuades duplication of work while ensuring users are looking at a single point to obtain their information. (No file duplication!) Users working on a project managed within the ProjectWise environment will notice several benefits: Provides a single source for all project data Improved communication and access to up to date files Automatic backup of project data Multiple levels of security to fine tune who has access to what Easy verification of the integrity of project data through a robust audit trail Automates usage of the project CAD Workspace Virtually eliminates lost reference files 2. Getting Started: What is a Datasource? A datasource is a container for related data (documents/files) organized into folders. Each datasource is also supported by a database and administrative items (such as user lists, security control, attributes, etc..) Datasources are listed in the left pane of the ProjectWise Explorer window and are identified by the icon representing a container. The Datasources that TYLI is currently uses are: OnPremise: TYLI OnLine (Cloud): TYLI Americas TYLI Singapore TYLI - ProjectWise Explorer Basic Users Guide (Revision date: 09/05/17) Page 2

3 3. Login to ProjectWise Explorer: ProjectWise requires a secure login to access documents stored within ProjectWise. There are two primary ways to login to ProjectWise: Login through ProjectWise Explorer icon Login through Integrated Applications If you are accessing ProjectWise from within TYLI, the easiest way to login to a datasource is to doubleclick on the datasource. ProjectWise will use your Windows credentials (OnPremise) and Federated Bentley IMS (Online/Cloud) to automatically login to the datasource. TYLI uses windows Single Sign- On for authentication. If you don t have permissions to access to the datasource, the ProjectWise login screen will appear. 4. Working Directory: If you are prompted to create a working directory, click Yes and accept the default location. You will only be prompted to create this upon your initial login. TYLI s default project working directory for OnPremise is C:\pwworking\tylipw01\ and for Online it is C:\bms\tyli-pw. Sample Dialog: 5. Inside the ProjectWise Datasource: The ProjectWise Explorer interface is similar to Windows Explorer in appearance and function. The ProjectWise Explorer interface displays the folders and documents contained within the current datasource. The folder structure is created from a Template Project that has been predefined. TYLI Project Template (version 1.0) Developed identical to the automated project folder creation from Deltek. TYLI - ProjectWise Explorer Basic Users Guide (Revision date: 09/05/17) Page 3

4 6. ProjectWise Display: The ProjectWise display is divided into three views. In the Left View, you will see the folders of the datasource. In the Top Right, displays the project Sub-folders and documents stored in the selected folder. In the Bottom Right, you will see different property tabs based on the item selected in the Top Right View. Property tabs available in the Bottom Right Area include: Document Properties - Displays the properties of the selected document. This tab is not available if a folder is selected. Project Properties Displays the properties of the project variables. Folder Properties - Displays the properties for the selected folder or the parent folder of the selected document. Photo Preview - Displays a preview for any standard image type (jpeg, bmp, png, tiff, etc.). Nothing will appear in this tab if the selected document is not an image. Dependency Viewer - This tab will show a schematic layout of all dependencies of the selected document. This is a good tool for finding circular references for MicroStation drawings. Access Control Displays what access users have to documents and folders. Components - Displays an asset or item that is important to your business. TYLI - ProjectWise Explorer Basic Users Guide (Revision date: 09/05/17) Page 4

5 7. Toolbars: Address - Shows the complete path of the folder or file selected. You can use the path to send a link via . The address bar also keeps track of the most recently used files. This list is shown by clicking on the down arrow at the end of the address field. Search - Use this toolbar to perform a quick search in ProjectWise (a new feature in ProjectWise V8i) or use the binoculars to perform an Advanced Search using the traditional and more powerful Search by Form dialog box. View - Use this toolbar to change the type of information presented in the ProjectWise Explorer window (i.e. what columns are displayed). You can create as many customized views as you need. 8. Folder Types: Although the ProjectWise Explorer looks and feels much like the Windows Explorer, there are a couple of important differences to keep in mind. First, ProjectWise has more than one type of folder. Second, you can access many more folder properties (metadata) within a ProjectWise folder than you could with a standard Windows Explorer folder. Here are a few examples pertaining to the first difference, pertaining to the multiple types of folders: Top Level Project folders Folders used to store project data including sub-folders and documents Custom folders used to create links to frequently used folders and documents Documents folders to store saved searches Folders to store internal messages TYLI - ProjectWise Explorer Basic Users Guide (Revision date: 09/05/17) Page 5

6 9. Folder Properties: Folder properties can be accessed by right-clicking on the ProjectWise Folder and selecting Properties. The Folder Properties dialog box will be displayed. Although there are eight different tabs in the Folder Properties dialog box, the ones of most interest and those that we will cover are: Project\Folder Security - Displays the permission settings for viewing or creating folders under the selected ProjectWise Folder. Document Security - Displays the permission settings for viewing or creating documents within the selected ProjectWise Folder. Audit Trail - Displays a history of activity within selected ProjectWise Folder. This history includes any action performed on documents or folders. The information shown in this tab can be customized to display various columns of data by clicking on the Customize... button located at the bottom of the dialog. Using the audit trail you can see when an object (document or folder) was created, who has accessed the object by viewing it, checking or copying it out, and also if an object was deleted. ProjectWise tracks the username and timestamp for all actions. Important! Unlike Windows Explorer, when you delete a document or folder from ProjectWise there is not a Recycle Bin or Undo feature that will allow you to get the object back. Recovery be done from the backup. If no backup was created prior to the deletion, the object cannot be restored. TYLI - ProjectWise Explorer Basic Users Guide (Revision date: 09/05/17) Page 6

7 10. Working with Documents in ProjectWise: Document Status and Type Each document listed in the ProjectWise Explorer window will begin with two icons. The first icon identifies the Status of a document; the second icon identifies the document Type. The following table identifies the status icons and their meaning: Document s Status and Permissions: The following table identifies the more common document types and the application in which they are associated: Common Documents Types and Associated Application: TYLI - ProjectWise Explorer Basic Users Guide (Revision date: 09/05/17) Page 7

8 11. Viewing and Editing Documents: One of the most important functions of ProjectWise is to provide users with At A Glance document information. The columns of information that display in ProjectWise Explorer are controlled by the Active View. By default the Basic View is displayed. Although the Basic View only displays a limited amount of information, you can customize additional views to display any information about a file so that you can see that information at a glance. This section will show you how to add customized views to ProjectWise. a. View Toolbar: The easiest way to change a view is by using the View toolbar. The active view can be set using the View toolbar. When you create a customized view, it will be available through the pull-down in the View toolbar. If this toolbar is not showing in the ProjectWise Explorer, simply right-click in a blank portion of the toolbar area to enable a drop-down dialog, and add a check next to View. This should display the toolbar within your ProjectWise Explorer. TYLI - ProjectWise Explorer Basic Users Guide (Revision date: 09/05/17) Page 8

9 b. To create a customized view: 1. Click on View > Manage Views... from the pull down menu. The Manage Views Dialog box will be displayed. 2. Click the New button to create a new view. This will display the Create View dialog. 3. In the Create View dialog, type in a View Name for the customized view and verify that Select an Environment is set to TYLI. 4. Choose columns of information from the left side of the dialog to add to the right side by double-clicking on the desired item, or by selecting the information and using the left-right arrows to add/remove the item. Adjust the order of the information by using the up and down arrows that appear in the middle of the dialog box. 5. Select OK, the view will be saved and ready for use. TYLI - ProjectWise Explorer Basic Users Guide (Revision date: 09/05/17) Page 9

10 c. Viewing a Document: You may want to look at the contents of a document using a separate viewer instead of opening it in its native application or checking out the document. To view a document right-click on a document and click on View. This will open the document in the associated viewer application. Often, the associated viewer is the same as the documents native application. Note: The first time View is chosen, there will be a slight delay while the document viewers are loaded. As a side note, an audit trail is not created when the View option is used to review the contents of a document. d. Opening a Document Read-Only: To view a document using its associated software without fear of modifying the document, open the document as read-only. This can be done by right-clicking on the file and selecting View. When opening a document as Read-Only, you do not check-out the document. e. Editing Documents: ProjectWise uses a Check-Out and Check-In process as the way to make sure that only one person at a time is modifying project documents. If a project document is allowed to be edited by more than one person at a time, there is a high probability that some modifications will be lost along the way. Note: The Double-click action is a user preference. The default action for Double-click is to check out a document. TYLI - ProjectWise Explorer Basic Users Guide (Revision date: 09/05/17) Page 10

11 f. Checking In a Document: There are a number of options that are available when checking a document back into ProjectWise. They are: Check In, Update Server Copy, and Free. When you close a document, the Check In dialog box appears. You will see the Check In, Update Server Copy, and Free options at the bottom of the dialog box. When you click on one of the options, that action is performed. You also have the option of creating a new version of the document by checking the Create new version during Check In toggle. The first two options retain any changes made to the document while it was checked out; the third option releases the document and discards any changes made. Note: Sometimes the Check In dialog box doesn t appear. In this case and for any files that are only checked out and not opened in an application, you can right-click on the document within ProjectWise Explorer to access these same check in options. TYLI - ProjectWise Explorer Basic Users Guide (Revision date: 09/05/17) Page 11

12 g. Creating/Deleting Documents: Note: It is a common mistake to try and use the New>Document command from the ProjectWise Document pull-down menu. Do not use this method. All this will do is create a placeholder for a future file and does not actually create a file that can be used by an application. Create or Place documents: 1. Drag and Drop Locate the file in Windows Explorer and Drag and Drop the data in the required folder in ProjectWise Explorer. The Select a Wizard dialog will open, select No Wizard. This will create a new copy in ProjectWise. 2. Copying Files from one PW folder to another PW Folder Right Click on the file and select Copy Select No Wizard in the Wizard dialog box In the destination section of the Copy Dialog box, click the Select button and navigate to the correct folder. Note: Copy and Paste is not available in ProjectWise Deleting a document: Right Click on the file, Select Delete from the pull down menu. Select YES to delete the file. The document will be deleted from ProjectWise Important! Deleting a document in ProjectWise is a permanent action. You cannot undelete a document once it is deleted. If the document is older that a couple of days, there is a possibility that a backup copy exists. In order to retrieve a backup copy, contact the TYLI Helpdesk and request the file to be restored. TYLI - ProjectWise Explorer Basic Users Guide (Revision date: 09/05/17) Page 12

13 12. Searching for Documents Since ProjectWise is database driven, you can search for a document based on standard document properties or you can expand the document search to include project specific attributes such as project code. There are three search methods available in ProjectWise, two advanced searches Search by Form and Define Search, and a Quick Search. The easiest way to access all of these methods is from the Search Toolbar. If you cannot see this toolbar in the ProjectWise Explorer window, right click in the toolbar area of the window and select Search. Advanced Searches: Both of the advanced search methods are accessed using the icon on the top bar menu. Clicking the down arrow will display the advanced search options. Search Form - This method of searching for files uses a more intuitive interface that displays document properties in a form layout. Search Builder - This method of searching for files functions similar to programming. TYLI - ProjectWise Explorer Basic Users Guide (Revision date: 09/05/17) Page 13

14 Quick Search: This can be found to the right of the advanced search icon in the Search toolbar. There are three modes to Quick Search; All Content, Full Text Search, and Document and Folder Properties. To perform a Quick Search: 1. Click on a folder from which to perform the search. Quick Search will search this folder and all sub-folders. Note: This is a default setting and can be changed by using the Settings... option in the Quick Search Setting pull down menu. 2. Type in the information you want to search for based on the mode that is selected. Note: The wildcard character (*) cannot be used if you are using the Full Text Search mode. Press the Go button or Enter key. TYLI - ProjectWise Explorer Basic Users Guide (Revision date: 09/05/17) Page 14

15 13. Exporting and Importing Documents Note: This section refers to working with documents outside of ProjectWise. Exporting and importing documents are tools within ProjectWise that would be used to: Exporting Documents: Update project documents on a mobile computer while traveling Share files with TYLI users that don t have access to ProjectWise Share files with organizations such as consultants or other state agencies that don t have access to TYLI s ProjectWise environment 1. Select the documents to be exported from the ProjectWise Explorer window then click on Export... from the Document menu. You can also right click on the document and select Export... from the list. This will start the Document Export Wizard. 2. Click Next Button Note: Files that are currently checked out cannot be exported. TYLI - ProjectWise Explorer Basic Users Guide (Revision date: 09/05/17) Page 15

16 3. Click on the Browse button to select the destination folder and then click OK. You may create a new folder for the export by using the Make New Folder button. 4. Click the Next button 5. A status window is displayed showing the progress of each file being exported. The process is complete when the Review document export results screen appear. 6. Click on the Finish Button Note: If the exported document is a MicroStation drawing that has references, the references will also be copied to the export folder. However, the Status of the reference file will not be changed to Exported and the reference file will be available for Check Out by other users. TYLI - ProjectWise Explorer Basic Users Guide (Revision date: 09/05/17) Page 16

17 Importing Documents: The import tool is used to import documents that are exported. In order to import a document it must be in the same folder it was exported to or ProjectWise will not know where to find the file. 1. Select the documents to be imported from the ProjectWise Explorer window then click on Import... from the Document menu. You can also right click on a document and select Import... from the list. 2. The Check In Document dialog box will appear. Enter a comment reflecting the changes that have been made and click OK. 3. The status icon for the documents will change from a to a and the Status of the document is changed to Checked In. TYLI - ProjectWise Explorer Basic Users Guide (Revision date: 09/05/17) Page 17