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ProjectWise V8i SELECTseries 3 Administrator Guide
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ProjectWise V8i SELECTseries 3 Administrator Guide

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The ProjectWise V8i SELECTseries 3 Administrator Guide is a comprehensive training manual focused on educating individuals who are responsible for administering ProjectWise. It also provides a refresher to current ProjectWise administrators who may be upgrading from a previous version.

Our training manual consists of approximately 350 pages containing in-depth explanations and exercises focused on the administrative functionality of ProjectWise. With easy to follow step by step instructions, it enables even those unfamiliar with ProjectWise to be successful administrators. The training manual provides instruction to understanding the key components necessary to effectively administer ProjectWise in your organization.

KnowledgeBase Consulting Group is committed to leading the industry in the development of ProjectWise training material and classroom instruction. Knowledge is Power!

This training material is written for a 3 day ProjectWise training course.

Pre-requisite: Document Management Administration Skills

Table of Contents:


About Us
How to Use This Manual
Reading the Manual

ProjectWise Overview
What is ProjectWise
Server Components
Client Software

ProjectWise Installation and DataSource Creation
ProjectWise Integration Server Installation

ProjectWise Storage Areas
Installing a ProjectWise Caching Server
ProjectWise Storage Areas
Creating Storage Areas

Client Software Installation and Configuration
ProjectWise Client Software Components
Installing the ProjectWise Explorer
Installing the ProjectWise Administrator
Registering a ProjectWise Server in the Administrator
Disabling Microsoft Office Integration
ProjectWise Network Configuration Utility
Application Configuration

ProjectWise Datasource Properties
Datasource Properties Dialog
General Tab
Security Tab
Database Users Tab
Managed Workspace Tab
Document Security Tab
Folder Security Tab
Granular Security Tab
Icons Tab
Statistics Tab
Settings Tab
Audit Trail Tab

ProjectWise User Accounts
Creating User Accounts
Modifying the Default User Settings
Modifying Individual User Settings
Review of User Settings

ProjectWise Folder and Document Security
Security Overview
Security Types

ProjectWise Workflows and States
Creating a Workflow and Assigning User Access Rights
Creating States and Adding Them to Workflows
Assigning a Workflow to a Folder
Changing the State of a Document

ProjectWise Environments
Creating Environment Attributes
The Attributes Interface Page
Editing Attribute Properties
Using the Layout Tools to Edit Your Interface

Title Block Integration
General Procedure for Setting Up Integrated Title Blocks
MicroStation Tag Sets
AutoCAD Attributes
Creating Attribute Exchange Rules

Importing Files into ProjectWise
BulkLoad Utility
Scanning for Reference Files

Creating and Managing ProjectWise Views
Creating Views
Managing Views

ProjectWise Projects
Defining Template Project Properties
Creating and Maintaining Projects

Managed Workspaces
Creating Unmanaged Workspaces
Managed Workspaces – Configuration Blocks
Assigning Workspaces to ProjectWise Folders
Working with Managed Workspaces in MicroStation

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