Current Revision posted to Content Management Wiki by Molly Watts on 4/25/2017 3:39:05 PM
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Cloud Services
Where can I find information about the Cloud Services?
http://communities.bentley.com/communities/other_communities/sign-in_assistance_and_web_services/w/wiki/24305.bentley-cloud-services-overview
Where do I find Information about User Management roles, for managing permissions related to projects (creating, deleting, etc)?
http://communities.bentley.com/communities/other_communities/sign-in_assistance_and_web_services/w/wiki/25124.user-management
Where do I go for help if I have problems with my account used to access the Cloud Services?
Contact your organizations site administrator, if you are unaware of who that is, contact Bentley support (Website Assistance - User Management Team)
How about the external organizations that will be working with me on this project?
We are working on a process to automate getting the organizations online, in the meantime, contact Bentley ProjectWise support for any help and questions you may have. More information on how to invite external users below in the settings section.
Enabling ProjectWise Deliverables Management
Where do I start?
First things first, create a CONNECTED Project
Once the project is created, click on the Deliverables Management tile, and select "Turn on"
If you are not given the option to turn on, follow the instructions on the page, or contact your account manager to enable the Cloud Services for your organization
What ports need to be opened on my firewall?
Addresses and ports that have to be made accessible through firewall in order to be able to use PWDM:
- Bentley CONNECT portal https://connect.bentley.com (port 80 & 443)
- EULA agreement service https://connect-agreement.bentley.com (port 443)
- PWDM web client UI/portal https://connect-btsportal.bentley.com (port 443)
- PWDM back end service/server https://connect-bts.bentley.com (port 443)
- Azure cloud storage for PWDM https://btsprodsa01.blob.core.windows.net (port 443)
In addition, see the following regarding the firewall requirements for the CONNECTION Client (when using PWDM Integrated with PW Explorer)
http://communities.bentley.com/communities/other_communities/sign-in_assistance_and_web_services/w/wiki/23899.connection-client-faq
Integrating with ProjectWise Design Integration
What do I need to integrate Deliverables Management with a project in my existing ProjectWise Datasource?
You will need to install the PWDM Connector for ProjectWise Explorer. See the following link for details
http://communities.bentley.com/products/projectwise/content_management/f/343469/t/117142
Is there a server side install?
No, nothing needs to be installed on your ProjectWise Integration Server
How do I associate a ProjectWise Design Integration Project with a CONNECTED Project?
In a ProjectWise project (not a standard folder) the properties window will have a CONNECTED project tab. Here you can associate/change/remove a CONNECTED project.
Can I allow for my ProjectWise attributes automatically populated in a submitted document?
Yes! See this post for more information:
http://communities.bentley.com/products/projectwise/content_management/w/wiki/27899.integrating-projectwise-deliverables-management-with-projectwise-design-integration-attributes
Why do I not see the "Deliverables Management" node under my project?
Make sure the PWDM Connector for ProjectWise Explorer is installed. Also, verify the project is associated with a CONNECTED project, that CONNECTED project has Deliverables Management turned on, and the CONNECTION Client is running and logged in
What if I am currently using Bentley Transmittal Services v1.0?
There is not currently an upgrade path available from BTS to PWDM, however, you can use both versions side by side on the same project during the transition.
http://communities.bentley.com/products/projectwise/content_management/b/weblog/archive/2016/02/29/did-you-know-you-can-run-bentley-transmittal-services-and-projectwise-deliverables-management-on-the-same-project
Deliverables Management Settings
Where do I configure the PWDM settings?
The majority of the settings are found in the web portal for the project, browse to the CONNECTED project, click the Deliverables Management tile, the settings button can be found in the upper right corner.
The exception is when you are using PWDM integrated with PW Design Integration. The settings associated with PWDI can be found in PW Explorer, right click on the Deliverables Management Node and select settings.
What happens when I invite an external participant?
The individual will receive an email, prompting them to accept or reject the invitation to work on the project. Accepting the invitation will direct them to create a location within their organization to access the packages for that project.
See this document for the detailed workflow of inviting an external organization http://communities.bentley.com/products/projectwise/content_management/m/mediagallery/271500
What are the Submittal attribute mappings labeled as "coming soon"?
Currently, any attributes you wish to be available to an external participant when they send you a submittal will work as described in the above section regarding ProjectWise integration, however what this upcoming feature will allow is for cases when a submittal is received with an attribute unknown to you. This will allow you to map this value to one of your existing attributes.
Other
Why can I not see the ProjectWise Deliverables Management data in the Project Performance Dashboards?
PWDM is not yet available with the Dashboards, but is coming soon
Where can I find the help file?
Once a project is enabled for Deliverables Management, there is a shortcut to the help file in the upper right hand corner of the Deliverables Management page. When integrated with ProjectWise Explorer, the help file will be installed with the PWDM Connector for ProjectWise Explorer, which contains the additional information specific to PW Explorer.
Tags: ProjectWise Deliverables Management
