ProjectWise 101 Chapter 7 - Environments Gary Cochrane – Technical Director Geospatial Sales – North America

ProjectWise Environments Provide additional/custom attributes: For Documents Appears to user on Document Properties dialog On tab> Attributes, and More Attributes As delivered, these tabs are empty, or undefined Part of ProjectWise deployment is to work with customer to develop these tabs Also covered in ProjectWise Administrator class

Steps involved Plan the Environment Determine what fields are needed Decide what type and length the fields should be Create the layout for the Attribute tab Create the layout for the More Attributes tab Configure the fields Establish default values, pick-lists, formatting, etc.

Document Attributes / Properties

Lab 1a Use PW Administrator to Create new Environment Log in to PW Administrator using adminpw account Drill down to Environment category Right-click, then choose New> Environment At the Welcome Screen, select> Next At the Environment Type screen, accept the default, and select> Next Note: Second option is not implemented…

Lab 1b Create new Environment Wizard Name the Environment: Name> PW-101 Description> PW 101 Class Environment Select> Next On the Database table screen Choose> Create New table (the default) Name> env_pw101

Lab 1c Create New Environment Wizard Designing new table screen Press the Add button

Lab 1d Define the new attribute as follows: Name> drawnby Enable> Use Native data types From the data types pick-list Choose> varchar For Length, key-in> 64 Press Add The new attribute appears in the list, but the Add dialog does not close

Lab 1e Add a second new attribute Use all the same parameters, except Name Name the new attribute> checkedby Press the Add button Note: it makes sense to add similar attributes, and then change parameters

Lab 1f Add a third attribute Use the following parameters Press Add Name> drawndate Type> datetime Press Add Note: On datetime type field, length parameter is not available

Lab 1g Add a fourth attribute Use the following parameters Name> checkeddate Type> datetime Rather than pressing Add, simply press OK Since this is the last one Press Next to continue

Lab 1h Environment Settings screen Leave both options unchecked Press Next to continue Press Finish to create the Environment What if we decide later that we need to add more attributes? Simply select the Environment, and choose to add attributes Prior to XM version, it was not possible…

Lab 2a Designing the Attributes tab First we need to create a name You can have multiple layouts for the Attributes tab, so each one must have a name From PW Administrator, select> Interfaces Right-click, then choose New> Interface Name the new interface> English-US Press> OK Repeat the process to create another new interface Name> English-UK

Lab 2b Define the English-US Attribute tab Drill down to: Environments> PW-101> Attribute Layout> English-US> Attributes tab

Lab 2c Layout the Attributes tab Right-click in the right-hand pane, then choose: Add Attributes Select all 4 fields (use CTRL+click) Press OK Now that all fields are added, arrange/size them to suit your taste See next slide…

Lab 2d Change/correct tab order Select Display tab order button Make corrections as necessary using buttons> Move Top, Move Up, Move Down, Move Bottom Turn off tab order when done

Lab 2e Aesthetic changes Double-click> drawnby Properties dialog for the attribute appears Change to the Interface tab Change the label text from “drawnby” to “Drawn By:” Press OK to accept the change Repeat the process for the remaining attributes

Lab 2f Usability Changes Enter default value for Drawn Date: Double-click Drawn Date Change to Value tab Change Default Value type to> System Variable Pick browse (…) button by System Variable Choose> $DATETIME$ Press OK to close the dialog

Lab 2g Usability Changes Enter default value for Drawn By: Double-click Drawn By Change to Value tab Change Default Value type to> System Variable Pick browse (…) button by System Variable Choose> $USER.DESCR$ Press OK to close the dialog

Lab 2h Usability Changes Create pick-list for Checked By: Double-click Checked By Change to Value tab Change Value List type to> Fixed Pick browse (…) button by Fixed values field Enter Names and Descriptions for list of checkers Press Add…

Lab 2i Creating the pick-list for Checkers After pressing Add Enter value> King Description> Jerry King Press OK, then press Add again Enter value> Riddle Description> John Riddle Press OK Note: you must order list properly if you want it ordered…

Lab 2j Add one more value to list Select> King in the list, then press Add Enter value> Bentley Description> Keith Bentley Press OK Note new item appears above previously selected item Press OK twice more to close properties dialog Note pick-list on the Checked By item

Lab 2k Designate expanded size for button Grab bottom handle for Checked By button Drag down to indicate expanded size (otherwise button won’t expand)

Lab 2L Usability Changes Create automatic value for Checked Date: Double-click Checked Date Change to Value tab Change Update Value type to> System Variable Pick browse (…) button by System Variables field Choose> $DATETIME$ Then press> OK

Creating a triggered update

Lab 2m Create the trigger condition We’re done defining attributes! Set Update field when> Specific attributes are updated Choose browse (…) button by specific attributes Choose Checked By and press the “>>” icon Press OK Press OK again to close the properties dialog We’re done defining attributes!

Assigning the Environment The Environment can now be assigned to PW folders Each PW folder can be associated with an Environment But only one Environment. In other words, all documents in that folder are subject to the same attributes Environments are considered an optional setting for the folder Prior to PW XM, it was mandatory. In other words, you could not create a folder until you had defined at least one Environment.

Lab 3a Assign the Environment to a folder Close and re-open ProjectWise Explorer Log in as User1 Create a new folder underneath the User1 folder, using the following parameters Name> Environment Example1 Description> Class Environment Test Environment> PW-101 Press OK to create the folder

Lab 3b Add some files to the new PW folder Open Windows Explorer, and browse to C:\PW-101 Class Files\Environments Drag/drop files A10.dgn & A11.dgn to the new PW folder Once done, Open Document Properties for the first file Change to the Attributes tab

Document Properties Notes Dialog title reads Drawn By field Unsaved Default Values Drawn By field Should show> User One Drawn Date field Today’s date Checked By field Does your pick-list work?

Lab 3c Populate the attributes Drawn By and Drawn Date should have default values Add Attributes for Approved by> Jerry King For Approved Date, do not key-in anything Either click in another field, or Press Save The Approved date field should be triggered Because the Approved by field was populated

Lab 3d Save the Attribute changes Press Save, and then Close the Properties dialog Repeat the process, adding attributes to document A11.dgn Did you notice… The Interface option is now populated?

Interfaces A note on Interfaces We defined the English-US Interface for the PW-101 Environment, But did not define the English-UK Interface… Using the Interface pick-list, we can switch on-the-fly However the fewer interfaces, the better… Users should not have to constantly switch interfaces

Lab 3e Review the Interfaces Open Document Properties for A10.dgn again Change to the Attributes tab Note it no longer says “Unsaved Default Values” With the Properties dialog still open Change to the Interface> English-UK The dialog should be blank Change back to Interface> English-US Close the Properties dialog when done

Attribute Exchange ProjectWise has the ability to synchronize Environment fields with placeholders: In MicroStation files Using Tag data In AutoCAD files Using Blocks with attributes In Word docs Using Word custom property fields And theoretically in Excel docs

Attribute Exchange w/ MicroStation In MicroStation, we need tag data placeholders Drawings A10.dgn & A11.dgn have this Let’s take a look Double-click A10.dgn Zoom to lower right corner Choose the MicroStation Tag Edit command (T-2) Pick any of the yellow text in the titleblock Record the Tag Set name, and Tag item Names I’ve done it for you on the next slide… Exit MicroStation when done

MicroStation Tag Set Notes: Tag Set Name Individual tags tb (in lower case) Individual tags description, title2 site1, site2 facility1, facility2 sheet drawnby, drawndate approvedby, approveddate version, scale

Lab 4a Configuring Attribute Exchange Open PW Administrator Log in as adminpw Drill down to: Attribute Exchange Rules> MicroStation Title Blocks Right-click, and choose: New> Attribute Class Name the Attribute Class> tb (it should match the Tag Set name from MicroStation) Press OK

Lab 4b Adding individual attributes Select the new attribute class (tb) Then right-click, and choose New> Attribute We need to tell PW what the placeholder names are within MicroStation, and which PW attribute to map to them Since our Environment was a quickie, we don’t have a PW match for everthing that was in the DGN file tags At the Wizard Welcome screen Choose> Next

Lab 4c Create mapping for the description tag On the Attribute Name screen Enter> description (remember this was one of the tags in the MicroStation file) Press> Next On the Binding the Attribute screen Press> Add (we now need to choose which attribute in PW will be mapped to the description tag in MS)

Binding the attribute Choose from standard properties, or Environment properties

Lab 4d Bind to Document Properties> Description Choose the default properties group Document Properties Then select> DocDescription Press OK when done Press Next to advance the wizard On the Format screen Highlight the item, then press Default Format Press Next Press Finish

Lab 4e Add a binding for Drawn By Select the new attribute class (tb) Then right-click, and choose New> Attribute At the Wizard Welcome screen Choose> Next On the Attribute Name screen Enter> drawnby (this is the tag name in the DGN file) Press> Next On the Binding the Attribute screen Press> Add

Lab 4f Choose a PW attribute for Drawn By Choose the Environment properties group Then select> drawnby Press OK when done Press Next to advance the wizard On the Format screen Highlight the item, then press Default Format Press Next Press Finish

Lab 4g Add a binding for Drawn Date Select the new attribute class (tb) Then right-click, and choose New> Attribute At the Wizard Welcome screen Choose> Next On the Attribute Name screen Enter> drawndate (this is the tag name in the DGN file) Press> Next On the Binding the Attribute screen Press> Add

Lab 4h Choose a PW attribute for Drawn Date Choose the Environment properties group Then select> drawndate Press OK when done Press Next to advance the wizard On the Format screen Highlight the item, then press Format Choose a Date format, and press OK Press Next, and then press Finish

More of the same We could add the rest, but it’s just repetition at this point So we’ll skip it for the sake of brevity But we do need to establish when the synchronization between PW and MS will occur

Lab 4i In PW Administrator Right-click> MicroStation Title Blocks Choose Properties Enable only: Document is Opened Press OK

Lab 5a Test the Attribute Exchange Close and re-open PW Explorer Log-in as User1 Navigate to folder> Environment Example1 Open Document Properties for A10.dgn Enter a better description value Description> FIRST FLOOR PLAN Press Save, and Close Double-click the file to open MicroStation Exit file, and check-in when done

Title Block Notes Attribute Exchange Is one-way, from PW to MicroStation Tag edits in MS will be overwritten at the next file open You can push tag edits back to PW using key-in: titleblock updatedms You can also modify PW properties from within MS Using key-in> titleblock modify

Environments made easy You may export an Environment definition to a text file Someone else can import it, rather than creating from nothing You may also Export/Import Title Block mappings

Lab 6a Import a previously exported Environment From PW Administrator Drill down to Environments, right-click, and select Import Browse to: C:\PW-101 Class Files\Environments Select> plant-env-07-07-2007.aam Press> Open, then select Close when done An Environment named Plant is imported: Including an Interface named> Standard

Lab 6b Drill down to look at the new Environment Environments> Plant> Attribute Layout> Standard Attributes, and More Attributes Now import corresponding Title Block Mapping Right-click Attribute Exchange Rules, choose> Import Mappings Answer Yes to warning Browse to folder> C:\PW-101 Class Files\Environments And choose file> plant-tb-mapping-07-07-2007.ini Select> Open

Analysis Your mappings were overwritten But a complete set for the Plant environment was imported Had the names not conflicted, then the old ones would have been preserved

Lab 7a Test the Plant Environment Close and re-open PW Explorer Log in using User1 Under User1 folder, create a new subfolder: Name> Environment Plant Description> Plant Environment Test Environment> Plant Press OK to create the folder

Lab 7b Import files From Windows Explorer, browse to: C:\PW-101 Class Files\Environments Drag/Drop files A1.dgn – A5.dgn into new PW folder When done, change Interface to> Standard Scroll through Document Properties for each new document Specifically the Attributes/More Attributes tabs What would happen if we opened in MicroStation? Any values in the file would be overwritten with null values

Lab 7c Bulk Attribute Update Batch mode tool to populate PW from attribute values in DGN (or DWG) files Open tool from Start menu All Programs> Bentley> ProjectWise V8i> Idesktop_integration> Attribute Bulk Update Log in using adminpw account You’ll need to choose the datasource as well

Lab 7d Choose folder: User1/Plant Environment Select> Mark Will mark all files in the folder for processing Press Next Document Summary screen> Press Next Options screen, accept defaults, press Next You could create a log file if desired Perform bulk update screen Press> Start Update

Lab 7e Results screen Press close Return to PW Explorer Press F5 to update the view Descriptions should appear Scroll through Properties dialog for each document Look at Attributes, More Attributes tabs

Lab 8a Import an Environment for Word attribute exchange From PW Administrator Right-click Environments, choose Import Select file> purchase-orders-env-07-07-2007.aam Choose Open Press close when done

Lab 8b Import Attribute mapping for Word docs From PW Administrator Right-click Attribute Exchange Rules, choose Import Select Yes to continue Select file> po-tb-mapping-07-07-2007.ini Choose Open Expand MS Office Attribute support Review results

Lab 8c Import files for Word Attribute Exchange Close and re-open PW Explorer Log in using User1 Create a new folder as follows: Name> Environment Purchase Orders Description> Purchase Orders test Environment> Purchase Orders Press OK to create the folder

Lab 8d Open Windows Explorer Browse to: C:\PW-101 Class Files\Environments Drag/Drop to import file> PO-1002367.doc Once imported, open Document Properties Add some values such as: P.O. Number, Purchasing Agent, Region/Group Add some items to be purchased Quantity, Catalog No., Description, Price Save and Close properties

Lab 8e Test the attribute exchange Double-click the document to open MS Word VBA Macro runs at Word startup to perform attribute synchronization (transparently to the user) Must set Macro security level such that Bentley/PW VBA macros can run Close Word, and check the file back in

Review Topics covered in this Chapter Creating a new Environment Creating layouts for the Attribute and More Attributes tabs Assigning the Environment to folders Importing a pre-existing Environment MicroStation Attribute (title-block) Exchange Attribute Bulk Update MS Word Attribute Exchange