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The following are a few general terms and definitions relating to ProjectWise.
Document Name vs. File Name
Documents are files pertinent to the project including drawings, design details, correspondence, reference files or even empty documents that have been created as place holders for future documents.
• The Document Name is a place holder in the ProjectWise Database. This is the name that the Oracle server will use and the name that will be seen in the ProjectWise explorer.
• The File Name is the name attached to the ProjectWise document when it is checked out of ProjectWise. When a document is checked out of ProjectWise, a local file is created and the file name is then assigned to the document.
All documents have Properties associated with them. These properties include the document name, the person who created the document, when the document was created, when it was last updated, and more.
When a document is selected, the properties show up in the Preview Pane at the bottom right in ProjectWise explorer.
Documents will also have Attributes assigned. Attributes are custom properties used to organize information in ProjectWise such as the Project Code, Region, Resident Engineer, etc., that can be used to search for a document. Attributes are also used to integrate information into MicroStation Title Blocks.
Then there is the Datasource. This is a container of folders and documents in which the users will be able to access project data.
The final term to remember is Environment. A ProjectWise environment defines the Attributes that can be associated with a document.
Folder Properties vs. Document Properties (attributes)
Properties: The general term for all of the general and custom attributes which can define a document,folder, or project.
Project Properties: Information containing specific project information. Example: Letting Information and Project Number.
Folder Properties: Information containing the who and when a folder was created, update information, environment and workflow.
Document Properties (Attributes): Documents may have several properties, or attributes, tied to them as meta tags. This information is saved onto a document in projectwise using interfaces.
ProjectWise Connections
There are two ways a user can connect to ProjectWise. Each requires a license through Bentley Systems.
- Connections Passport – Provides authenticated access to ProjectWise Client (Desktop), ProjectWise Web Client, Mobile Applications and Navigator.
- Project Collaboration Visa – Provides authenticated access to the ProjectWise Web Client and Design Integration
Desktop Client vs. Web Client
- Desktop Client (Thick Client) – Windows Desktop application that requires installation of ProjectWise Explorer. This client requires a Connections Passport License Agreement through Bentley Systems.
- Web Client (Thin Client) – Web based platform accessible from any web browser. This application requires a Bentley Systems Project Collaboration Visa if a Passport Agreement is not in place.
