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ProjectWise Overview V8 XM Edition. Gary Cochrane. ProjectWise is not a product. ProjectWise is: A Brand name representing Bentley collaboration server products

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projectwise is not a product
ProjectWise is not a product
  • ProjectWise is:
    • A Brand name representing Bentley collaboration server products
    • With the XM Edition, it represents a family of server products that combine to form a solution for Engineering Content Management and Distribution
focusing on content management
Focusing on Content Management
  • ProjectWise provides:
    • Centralized control of distributed content
central control of distributed content
Central Control of Distributed Content

File Server

File Server

File Server

introducing the modules
Introducing the modules
  • Each solution comprises one or more of the following server modules
    • PW Integration Server
    • PW Caching Server
    • PW Web Server
    • PW Publishing Server
    • PW InterPlot Server
projectwise integration server
ProjectWise Integration Server
  • Central component of every ProjectWise solution
    • Formerly known as PW Application Server
    • (At least) one in every PW Configuration
      • Possibly more to serve large organizations (defined as greater than 500 simultaneous users)
      • Possibly more to provide redundancy
      • Possibly more when multiple sites operate independently of each other and don’t want to rely on other sites…
before moving on
Before moving on…
  • A few terms
    • Server – a ProjectWise module that is purchased
    • Service – Functionality included with a Server
      • Not all services included with a Server are configured in each deployment
      • Thus, no “standard” fee for server deployments
  • ProjectWise Integration Server includes:
    • Content Management service
    • File storage & caching service
    • File indexing service
    • Component indexing service
    • User Synchronization Service
    • PW Gateway Service
  • This will make more sense soon
    • A picture is worth a thousand words
essential components
Essential Components

Either Oracle, or Microsoft SQL Server

* Not supplied by Bentley

In this configuration, all files are stored on the PW Integration Server

* Via File Storage service

adding single sign on1
Adding Single Sign-On

Users not prompted for password when logging in to ProjectWise

* User authentication via Windows domain

scaling up
Scaling Up
  • As usages grows…
    • It may become necessary to move file storage to a secondary server
      • This removes some load from the Integration Server
      • Also adds flexibility as to where the files will be stored
    • In this case, the configuration would include the ProjectWise Caching Server
      • Configured to run the File Storage service
projectwise caching server
ProjectWise Caching Server
  • Primary function is to provide remote file storage
    • Formerly known as ProjectWise Distributed File Server
    • Provides 3 services
      • File Storage Service
      • File Caching Service
      • ProjectWise Gateway Service
adding remote storage1
Adding Remote Storage

Files may also be stored on a remote server, thus reducing load on the Integration Server

Files may still be stored on the Integration Server

adding remote sites
Adding Remote sites
  • Remote sites may be supported:
    • With minimal investment
      • No PW server infrastructure
      • Only add PW Passport licenses for remote clients
      • Typical for small sites
    • With additional investment for better performance
      • Remote file storage service
      • Remote file caching service
multiple site support scenario 1
Multiple Site support – Scenario 1

No PW server infrastructure at site 2.

Performance will be highly dependent on intra-site bandwidth.

multiple site support scenario 21

Local file transfer

Multiple Site support – Scenario 2

PW Caching Server provides file storage at site 2. Performance is significantly enhanced for remote users (provided their files are stored on PW Caching Server2).

multiple site support scenario 3
Multiple Site Support – Scenario 3

PW Caching Server provides file storage at site 1, and file caching for files stored at site 2. Performance is optimized for local users.

PW Caching Server provides file storage at site 2, and file caching for files stored at site 1. Performance is optimized for remote users.

  • ProjectWise Explorer is the primary client
    • Provides richest user experience
      • Intended for “doers”
  • ProjectWise also includes web browser clients
    • Must purchase PW Web Server to enable
    • Provides subset of PW Explorer functionality
      • Intended for casual users, viewers, and reviewers
pw web server browser1
PW Web Server / Browser

In this example, the PW Web Server is available to internal users only. Although not shown, one PW Web Server can serve browser clients at both the local and remote sites

web configuration notes
Web Configuration Notes:
  • PW Web server provides:
    • Basic content management functionality,
  • If web users need to view/redline drawings, add:
    • PW Publishing Server
  • If web users need Design Compare capability, add:
    • PW InterPlot Server
external users
External Users
  • Within Information Technology, it is common practice to create a network “neutral zone” to support external users
    • This is a network that can be reached by both internal and external users.
    • Often referred to as a DMZ
    • Created by implementing multiple firewalls, or high-end single firewalls
neutral zone configuration
Neutral Zone Configuration

In this example, the PW Web Server has been moved to the neutral zone. Internal browser clients may still access PW via the Web Server.

neutral zone configuration2
Neutral Zone Configuration

By moving the PW Web Server to the neutral zone, External browser clients may also access PW via the Web Server.

external users1
External Users
  • The previous configuration addressed external Web browser users (viewers & reviewers)
    • What if I want external “doers”?
      • The ProjectWise Explorer client is internet-capable
      • However, rarely will the network security policy of an organization accommodate such use
projectwise gateway service
ProjectWise Gateway service
  • The ProjectWise Gateway service was designed to solve such problems
    • It acts as a “go-between” the ProjectWise Integration server and external users
    • Remember, it’s a Service, not a Server
      • Therefore no software or SELECT fee
one last twist
One last twist
  • Rather than require a second machine in the DMZ
    • The ProjectWise Gateway service can be installed on the ProjectWise Web Server machine
pw passport client licensing
PW Passport client licensing
  • ProjectWise Client licensing is “Named User”
    • You need one, for each user
      • Does not matter if they are PW Explorer users, or PW Web browser users
    • Client licenses are not “poolable”, “shareable”, or “floatable”
      • Usage is measured based on the number of unique names that access the system
more on projectwise web server
More on ProjectWise Web Server
  • Optional component included in most deployments
    • In order to view drawings from browser
      • Requires addition of ProjectWise Publishing Server
    • In order to review/comment/redline
      • Requires addition of ProjectWise InterPlot Server
multiple web configurations
Multiple Web Configurations
  • With XM Edition, PW Web Server supports two configurations:
    • Traditional configuration for HTML client
      • Known as “Web Explorer” client
    • This client is now static from a development standpoint
      • No new development
      • Will continue to be supported until SharePoint WebParts matures
multiple web configurations1
Multiple Web Configurations
  • With XM Edition, PW Web Server also supports SharePoint configurations
    • SharePoint configuration
      • Referred to as ProjectWise WebParts
      • Provides ProjectWise back-end with SharePoint front-end
    • Provides the value proposition of ProjectWise in a SharePoint environment
what sharepoint is
What SharePoint is
  • SharePoint is a collaboration tool from Microsoft
    • Allows an organization to quickly/easily build interactive web collaboration sites
    • Included with Windows 2003 Server
    • As a collaboration tool, SharePoint provides:
      • Calendars, lists, tasks, discussions…
      • And yes, it also provides limited document management
what sharepoint is not
What SharePoint is not
  • SharePoint is not an Engineering Content Management solution
    • No MicroStation or AutoCAD integration
    • No Integration with vertical applications
    • No plotting integration
    • No Indexing / full text search (for CAD files)
    • No distributed storage
      • All files stored on SharePoint server
    • No publishing / web viewing of CAD documents
our goal with sharepoint
Our goal with SharePoint
  • Keep the engineering content stored in ProjectWise
    • And allow it to be accessed from a SharePoint collaboration site
      • But, avoid copying (duplicating) the files to SharePoint
projectwise geospatial modules
ProjectWise Geospatial Modules
  • Optional ProjectWise components developed by Geospatial Team
    • PW Geospatial Management Extension
    • PW Oracle Connector
    • PW ArcGIS Connector
    • PW Geospatial Server
pw geospatial management extension
PW Geospatial Management Extension
  • A technology that adds spatial context to a managed environment …
    • Spatial indexing
    • Projection management
    • Query and locate
    • Spatial display
    • ArcMap Integration
    • Foundation for Connectors