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ProjectWise V8i User GuideProjectWise XM User Guide

ProjectWise XM Administrator Guide
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ProjectWise XM Administrator Guide

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The ProjectWise V8 XM 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 195 pages containing in-depth explanations and exercises focused on the new features and options of ProjectWise V8 XM. With easy to follow step by step instructions, our material 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 Administrations

Table of Contents:


How to Use This Book

ProjectWise Overview
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 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 Attributes Properties
Using the Layout Tools to Edit Your Interface

Title Block Integration
Genereal Procedure for Setting Up Integrated Title Blocks
MicroStation Tag Sets
AutoCAD Tag Sets

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

ProjectWise Web Server
Installing the Web Server
Accessing the Web Server Using Web Explorer Lite
Installing the Gateway Service on a Web Server
Disabling the Pop-Up Blocker for the WEL Client

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ProjectWise XM User Guide
ProjectWise XM User Guide

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ProjectWise XM User Guide
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