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

2. 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

3. A Picture is worth a thousand words

4. Our goal for ProjectWise 101
Is to focus on core components

5. 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…

6. 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

7. 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

8. 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

9. 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

10.       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

11. 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

12. 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

13. 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

14. 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

15. 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

16. 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

17. 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…

18. 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

19. 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

20. 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

21. 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

22. 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)

23. 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

24. 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

25. 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

26. 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

27. 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

28. 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

29. 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

30. 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

31. 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

32. 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

33. 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

34. 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

35. 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

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

37. 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

38. 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

39. 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

40. 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

41. 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

42. 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

43. 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

44. 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

45. 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

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

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

48. 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

49. Lab 8i
Create storage and verify adminpw password

50. 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

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

52. 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