How to Integrate MicroStation with ProjectWise?

Understanding the Integration of MicroStation with ProjectWise

To efficiently manage design projects, utilizing a robust software collaboration environment is essential. Integrating MicroStation with ProjectWise optimizes document management and enhances project collaboration. Below is a step-by-step guide to achieving this integration.

System Requirements and Installation

Before beginning the integration process, ensure that your system meets the necessary requirements:

1. Verify that you have both MicroStation and ProjectWise installed on your computer.
2. Check for compatible versions of MicroStation and ProjectWise to prevent integration issues.
3. If either program is not installed, download and install the latest versions from the Bentley website.

Configuring ProjectWise Integration in MicroStation

Once you have confirmed the installation, continue with the following steps to configure ProjectWise within MicroStation:

1. Open MicroStation: Start the MicroStation application on your computer.
2. Access ProjectWise: Look for the ProjectWise connection options on the MicroStation interface. This can typically be found in the primary menu or as a toolbar icon.
3. Log in to ProjectWise:
   • Navigate to the authentication settings.
   • Select ProjectWise as the authentication method.
   • Input your credentials to log into the ProjectWise environment.
4. Enable ProjectWise Features: Access the preferences or settings menu in MicroStation to ensure ProjectWise features, such as document management and workspace settings, are enabled.

Setting Up Data Sources

Creating and managing data sources in ProjectWise is essential for streamlined access to your project files.

1. Open ProjectWise Administrator: Launch the ProjectWise Administrator program.
2. Create a New Data Source:
   • Right-click on the ‘Datasource’ node linked to your server.
   • Select ‘New Datasource’ from the context menu.
   • Follow the wizard prompts, selecting the appropriate datasource type for your setup.
3. Define User Access: After setting up the datasource, make sure to manage permissions for users and groups to ensure appropriate access levels.

Managing Documents in ProjectWise from MicroStation

Once configured, you can effectively manage your documents directly from MicroStation.

1. Open Documents: To access documents stored in ProjectWise, navigate to the ProjectWise dialog and use the Open command.
2. Working with Files:
   • For read-only access, choose the file and select ‘Open as Read-Only’ before opening.
   • To save changes, check out a document for editing, make your updates, then check it back in.
3. Copying and Pasting:
   • Use the reference functionality to include elements from other files. Simply select the desired elements, perform a copy command, and place them in the desired location in your current project.

Utilizing ProjectWise Explorer for Enhanced Functionality

ProjectWise Explorer is an effective tool for overseeing project files and managing workflows.

1. Browse and Search: Use the search functionality to quickly find documents based on specific criteria like names, types, and tags.
2. Integrate Workflows: Utilize the workflow module to control document approval processes. You can automate these with pre-defined parameters for efficiency.
3. Upload and Download Files: Easily manage file transfers in and out of the ProjectWise environment. Select folders or documents to download, maintaining version control throughout your projects.

FAQs

What should I do if I encounter issues connecting MicroStation to ProjectWise?
Start by checking your network connection and ensuring that the correct versions of both software are installed. If problems persist, consult the ProjectWise log for error messages or seek assistance from your IT department or Bentley support.

Can I work with MicroStation files without having ProjectWise installed?
Yes, you can operate MicroStation independently; however, you will miss out on advanced project collaboration and document management features offered by ProjectWise integration.

How do I update my ProjectWise settings within MicroStation?
Access the preferences menu within MicroStation, where you can modify your ProjectWise integration settings, such as authentication options and data source configurations. If you need to change your login information, navigate to the connection settings to update your credentials.