ProjectWise 101 Chapter 1 - Installation Gary Cochrane – Technical Director Geospatial Sales – North America

Introduction What is ProjectWise? ProjectWise is a rapidly deployable Engineering Content Management solution It is not a product, but a combination of software and services

A Picture is worth a thousand words

Our goal for ProjectWise 101 Is to focus on core components

Hardware Environment Training environment versus Production Typical Production environment involves: One machine each for DB Server, PW Integration Server, and PW Explorer Client Training environment involves: One virtual machine for all three This is often a source of confusion…

DB Server for ProjectWise ProjectWise supports industry standards Oracle, and Microsoft SQL Server For the class, we will use SQL Express SQL Express 2008 has been pre-installed for you The Administrator account for SQL Express is: Username> sa Password> bentley

Lab 1 Start Vmware Boot Virtual Machine for class VMWare Workstation (V6 or later) VMWare Player (V3 or later) Boot Virtual Machine for class Login to Windows using Username> Administrator Password> bentley Login Hint> In VMware, use Ctrl-Alt-Insert, not Ctrl-Alt-Delete Go to Control Panel > Add or Remove Programs Review pre-installed applications

ProjectWise Pre-requisites General server pre-requisites: Supported O/S with latest service packs Windows 2003 Server with SP2 Supported Database engine Microsoft SQL Express 2008 Microsoft additional required items Microsoft .NET Framework 3.5 SP1 Microsoft Message Queuing Service Microsoft Indexing Service See ProjectWise Readme for complete requirements

ProjectWise Layer Cake - Server ProjectWise Integration Server ProjectWise Orchestration Framework MicroStation V8i-SS1 Supported Database Engine Microsoft Message Queuing Service Microsoft Indexing Service Microsoft .NET Framework 3.5 SP1 Windows Server 2003 with SP2

      Pre-installed in VM ProjectWise Integration Server ProjectWise Orchestration Framework  MicroStation V8i-SS2  Supported Database Engine  Microsoft Message Queuing Service  Microsoft Indexing Service  Microsoft .NET Framework 3.5 SP1  Windows Server 2003 with SP2

Pre-requisite Notes Bentley-specific pre-requisites: MicroStation V8i-SELECTSeries2* Therefore MicroStation V8i pre-requisite pack is required ProjectWise Orchestration Framework * MicroStation is required for PW to perform full text searches on DGN and DWG files If this feature is not desired, then MicroStation is not required

Lab 2a PW-OF requires a separate db instance Must be SQL Server or SQL Express Cannot be Oracle To create the OF database Start> All Programs> Microsoft SQL Server 2008> SQL Server Management Studio Login/Connect using Windows Authentication Right-click Databases, choose> New Database… Name> pwof Initial Size> 4mb Log Initial Size> 2mb

Lab 2b PWOF database creation (continued) DB Growth Pwof> grow by 2 MB pwof_log> grow by 1 MB Accept default locations Press OK to create database and close dialog

Lab 2c PWOF User creation Drill down to Security> Logins Right-click Logins, select> New Login… Login name> pwof Enable SQL Server authentication Enter password (pwof) two places Disable> Enforce password policy At bottom, change Default Database to> pwof On left side, change to> Server Roles Verify Public is checked, enable if necessary Press OK to create login and close dialog

Lab 2d PWOF Schema creation Drill down to Databases> pwof> Security> Schemas Right-click Schemas, select> New Schema… Schema name> pwof Schema owner> leave blank Press OK to create schema and close dialog

Lab 2e PWOF Add user/schema to database Drill down to Databases> pwof> Security> Users Right-click Users, select> New User… User name> pwof Login name> pwof Default schema> pwof Schemas owned by this user, enable> pwof Database role memberships, enable all except> db_deny* Press OK to complete and close dialog

Lab 2f Install ProjectWise Orchestration Framework Run Setup.exe from ProjectWise Server Choose ProjectWise Orchestration Framework Service Welcome Screen>Next License Screen> Accept, then Next Custom Setup> Next Credentials Screen…

Orchestration Framework – Setup 2 Configure Shepherd Credentials Domain> pwdemo101 (this machine’s name) Username> Administrator Password> bentley Press Next to continue This creates the PWOF Service (more on this later) Press> Install Press> Finish

Orchestration Framework – Setup 4 OF Database Setup Enable> Use a specific username and password Username> pwof Password> pwof From Database list Choose> pwof Press OK to finish

Lab 3 Install ProjectWise Integration Server Formerly known as ProjectWise Application Server Run setup.exe from ProjectWise Server folder Choose ProjectWise Integration Server Welcome Screen> Next License Screen> Accept, then Next Custom Setup> Review options, then Next Ready to Install> Install

PW Integration Server – Setup 2 Setup Wizard Completed> Uncheck> Launch License Management Tool Press> Finish “Run As” dialog appears Accept default, press> OK Would not do this in a production environment Exit PW Server Setups menu

New Concept> Windows Service What exactly is a Windows Service? Simple Explanation: A Windows Service is a program that runs in the background A program running as a service has no interaction with the logged on user A program running as a service continues to run after the user logs off (and actually before they logged on) A program running as a service sends important messages to the Windows Event Log (since it cannot communicate directly with the logged on user)

Windows Services Where do I find the Windows Services? Control Panel> Administrative Tools> Services Shows all services configured for this computer Also shows which are currently running, and if set to start automatically when the computer boots In the VM, I’ve included a shortcut on the Quick Launch bar

Windows Event Log Where/how do I find the Windows Event Log? Control Panel> Administrative Tools> Event Viewer Sub-categories for Application, Security, and System ProjectWise Server service entries will be found under the Application category In the VM, I’ve included a shortcut on the Quick Launch bar

Lab 4a Windows Services Go to Control Panel > Administrative tools (folder) Open the Services item Locate the service named> ProjectWise Integration Server V8i… Note the Status and Startup Type Status> Started Startup Type> Automatic In the future, you may access Services from the shortcut I added to the Quick Launch bar

Lab 4b Windows Services Go to Control Panel > Administrative tools (folder) Open the Services item Locate the service named> ProjectWise Orchestration Framework Service… Note the Status and Startup Type Status> Started Startup Type> Automatic

Lab 5 The Windows Event Log Go to Control Panel > Administrative tools (folder) Open the Event Log item Select the Application category Locate/Open the most recent ProjectWise Server entry Descriptive text indicates version number In the future, you may access the Event Log from the shortcut I added to the Quick Launch bar

The ProjectWise Database ProjectWise uses an industry standard database to store: Information about documents Name, Description, Version, Owner, etc. Information about folders Information about users ProjectWise supports Oracle, & MS SQL Server For the class, we are using SQL Server Express

Lab 6a PW requires a separate db instance To create the PW database Start> All Programs> Microsoft SQL Server 2008> SQL Server Management Studio Login/Connect using Windows Authentication Right-click Databases, choose> New Database… Name> pwdemo Initial Size> 20mb Log Initial Size> 10mb DB Growth Pwdemo> grow by 10 MB pwdemo_log> grow by 5 MB

Lab 6b PW database creation (continued) Database location Browse to> c:\proj_pwdemo\db Press OK Database Log location Press OK to create database and close dialog

Lab 6c PW User creation Drill down to Security> Logins Right-click Logins, select> New Login… Login name> pwdemo Enable SQL Server authentication Enter password (pwdemo) two times Disable> Enforce password policy At bottom, change Default Database to> pwdemo On left side, change to> Server Roles Verify Public is checked, enable if necessary Press OK to create login and close dialog

Lab 6d PWDEMO Schema creation Drill down to Databases> pwdemo> Security> Schemas Right-click Schemas, select> New Schema… Schema name> pwdemo Schema owner> leave blank Press OK to create schema and close dialog

Lab 6e PWDEMO Add user/schema to database Drill down to Databases> pwdemo> Security> Users Right-click Users, select> New User… User name> pwdemo Login name> pwdemo Default schema> pwdemo Schemas owned by this user, enable> pwdemo Database role memberships, enable all except> db_deny* Press OK to complete and close dialog

Quick Review We have: Database engine installed, and empty db created for pw orchestration framework Empty db created for pw metadata PW Integration Server installed Remember db server and PW server are theoretically on different machines Q. So how does PW know which machine to contact to connect to db? A. We need to create an ODBC connection FROM the PW server, TO the db server

Lab 7a Creating the ODBC Connection Go to Control Panel > Administrative tools (folder) Open the Datasources (ODBC) item Change to the System DSN tab Press the Add button Scroll to the bottom and choose> SQL Server Native Client 10.0 Press Finish

Lab 7b Naming the ODBC Connection Enter the following: Press Next Name> pwdemo-odbc Description> PW Demo ODBC configuration Server> Choose PWDEMO101 Press Next

Lab 7c Provide login information for the connection Change Then enter From> With Integrated Windows authentication… To> With SQL Server Authentication… Then enter Login ID> pwdemo Password> pwdemo Press Next

Lab 7d Verify the SQL Server database Examine: Change the default database to This should automatically be set to “pwdemo” Database> pwdemo Press> Next Press> Finish

Lab 7e On the summary dialog Press OK again to close the ODBC panel Press> Test Data Source If successful, Press> OK Press OK again to close the ODBC panel

ProjectWise Administrator Special Client for administrative users only Installed on those desktops where admins work Installed in addition to standard user client, which is known as ProjectWise Explorer From ProjectWise Administrator Setups Install> ProjectWise Administrator

Lab 8a - PW Administrator Installing PW Administrator Welcome Screen> Next License Screen> Accept, then Next Setup Type> Choose Custom, then Next Custom Setup> Accept all options, then Next Ready to Install> Install Completing Screen> Choose Finish Exit PW Admin setups

Lab 8b – Using PW Admin Launch PW Administrator From the Start menu, choose> All Programs> Bentley> ProjectWise V8i (SS3)> ProjectWise Administrator Drill down to Datasources

Lab 8c Creating a new PW datasource Which is not really creating a new datasource… But telling PW which ODBC connection to use Right-click Datasources, and choose> New Datasource

Lab 8d - PW Administrator New datasource wizard Welcome Screen> Next Datasource Type> Accept default (A datasource that is located on PWDEMO101) Choose> Next Naming the datasource Datasource Name (first field)> pwdemo Display Name (second field)> leave blank

Lab 8e - PW Administrator New datasource wizard - continued ODBC Screen> select ODBC connection created earlier pwdemo-odbc Choose> Next Database User screen> Name> pwdemo Password> pwdemo

Lab 8f - PW Administrator Specifying Administrator Account Enter the following: Administrator Name> adminpw Administrator Password> adminpw Re-type password> adminpw Choose> Next

Lab 8g - PW Administrator Finishing New Datasource Wizard Disable! Create datasource data from template Choose> Finish Table creation dialog appears

Lab 8h ProjectWise will now claim the new database Enable button to> Create database tables Press> Create ProjectWise will add its required tables to the database All required tables for ProjectWise standard operation are automatically created Will also add a single user named adminpw Will then create a group named Administrator And add the adminpw user to the Administrator group

Lab 8i Create storage and verify adminpw password

Lab 8j Create Storage and Verify adminpw password Enter the following: Storage name> Storage1 Storage description> Storage1 Storage path> C:\proj_pwdemo\files\storage1 Administrator User Description> Administrator-Primary Administrator User: Verify Password> adminpw Press> OK

Lab 8k Table creation completes PW is now ready to use the database

Review Items accomplished thus far: Installed PW Orchestration Framework Created database for PWOF housekeeping Created new db in SQL Server Express for PW use Created ODBC connection between PW Server machine, and db server machine Installed PW Integration Server Installed PW Administrator Used PW Administrator to tell PW server how to connect to SQL Server database