AECOsim V8i (SELECTseries 6) Deployment Guide: ProjectWise ... · AECOsim Building Designer V8i...
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AECOsim Building Designer V8i Deployment Guide ProjectWise Managed Workspace
Copyright ©2014 Bentley Systems, Incorporated| AECOsim Building Designer Technote 1
AECOsim Building Designer V8i (SELECTseries 6) Deployment Guide: ProjectWise V8i Managed Workspaces Version 4.3 – August 2015 AECOsim Building Designer V8i (SELECTseries 6) with ProjectWise V8i (SELECTseries 4) or ProjectWise CONNECT Edition:
Deployment Guide Intro:
This document: is intended to provide recommendations and implementation guidance for integration of AECOsim
Building Designer V8i (SELECTseries 6) into a ProjectWise Environment.
is a supplemental document to the "ProjectWise Implementation Guide” and the help documentation provided by ProjectWise Administrator and ProjectWise Client and while it shares common concepts and instructions with those documents, this document is intended to provide the best path to integrate AECOsim Building Designer V8i with ProjectWise.
will focus on topics concerning ProjectWise application definition, workspace integration and Project association. Please refer to ProjectWise documentation for topics not addressed.
should not be used to configure legacy building applications such as Bentley Architecture (BA), Bentley SpacePlanner (BSP), Structural Modeler (formally Bentley Structural (BS)), Bentley Building Mechanical Systems (BBMS), and Bentley Building Electrical Systems (BBES). For information on integrating those applications into ProjectWise, please refer to “Bentley Building Application Deployment Guide: ProjectWise Managed Workspaces”, Version 1.7.
Restrictions and Limitations of integrating AECOsim Building Designer in a ProjectWise Managed Workspace
AECOsim Building Designer V8i (SELECTseries 6) is compatible with a ProjectWise Integration Server V8i (SELECTseries 3) or (SELECTseries 4) but requires a ProjectWise Explorer Client (SELECTseries 4) or later.
If you have an existing ProjectWise Manage workspace deployment of AECOsim Building Designer V8i (SELECTseries 3, 4 or 5), Please note: The AECOsim Building Designer V8i, (SELECTseries 6) datasets are not backwards compatible with AECOsim Building Designer V8i (SELECTseries 3, 4 or 5). Therefore, we encourage users to create a new and separate workspace and dataset dedicated for use with AECOsim Building Designer V8i (SELECTseries 6)
The Electrical portion of AECOsim Building Designer will have the following limitations in a ProjectWise fully Managed Workspace.
o Only one symbol library can be used in a project (specified by the BBES_MWS_SYMLIBNO variable). If additional libraries are stored in the database they will not be visible.
o Selected symbol library is available in read only mode. o No additional symbols or symbol subtypes can be created or existing ones modified. o Bidirectional Interface with Visual will not be able to update subtype definitions when lights are
imported from Visual Professional. o No additional cable types can be defined. o No additional tag styles can be defined or existing ones changed.
AECOsim Building Designer V8i Deployment Guide ProjectWise Managed Workspace
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The Electrical portion of AECOsim Building Designer can be configured in a “hybrid” Managed Workspace if more flexible configuration is required. However, “hybrid” Managed Workspaces are not covered in this general deployment document and it is recommend that users consult with your Account Manager (AM) to engage our Global Services group for further deployment assistance.
Some AECOsim Building Designer Utilities (Utilities> Building Designer Utilities) have not been ProjectWise integrated and may not be beneficial in a ProjectWise Managed Workspaces session. Those AECOsim Building Designer utilities will be automatically disabled in a ProjectWise integrated session of AECOSIM Building Designer.
ProjectWise V8i (SELECTseries 4) currently does not offer integration support for the 64‐bit version of Microsoft Office or online versions of Microsoft Office 365. AECOsim Building Designer V8i does not offer support for the 64‐bit version of Microsoft Office or online versions of Microsoft Office 365 (SELECTseries 6).
ProjectWise Managed Workspaces does not support an offline or briefcase mode. ProjectWise Managed Workspaces require an active connection to a ProjectWise server.
ProjectWise Managed Workspace is a thick‐client solution and is not supported with the ProjectWise Web Client (SharePoint Web parts).
When working with ProjectWise Managed Workspaces, it is recommended that users access files through the ProjectWise Explorer and not through application shortcuts in the start menu, quick launch toolbar, or desktop. These application shortcuts will open the application in an unmanaged mode and require the application to restart when opening a managed file.
The ProjectWise environment is encouraged to be configured for a "Captive" environment. (When working in integrated applications, the term captive environment refers to the state of integration when the user cannot save documents to or open documents from the local file system. They are “captive” to working in the ProjectWise environment.) Please consult your ProjectWise implementation team and/or administrators before configuring ProjectWise for a "Captive" environment.
For ProjectWise Managed Workspaces, ProjectWise administrators and users are encouraged to set the user option to "Leave Local Copy on check in". This will improve operational performance for large projects. If changes in files are detected, ProjectWise will synchronize as required.
Configuration files located in either the local workspace\standards directory or a centralized "Shared" workspace\standards directory are automatically processed and are incorporated as part of the ProjectWise Managed Workspace. Diligence is required to ensure the configuration files contained within either of these directories does not contaminate the ProjectWise Managed Workspace Configuration.
ProjectWise and MicroStation are registered trademarks or trademarks of Bentley Systems, Inc., in the USA and other countries. All other brand names, product names, or trademarks belong to their respective holders.
AECOsim Building Designer V8i Deployment Guide ProjectWise Managed Workspace
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Before You Begin
A fully operational and configured ProjectWise Integration Server V8i (SELECTseries 3) or (SELECTseries 4) server and a defined datasource must be available. Access to ProjectWise Administrator V8i (SELECTseries 4) and the ProjectWise Explorer V8i Client (SELECTseries 4) applications with corresponding administrator privileges is also required. Please consult your ProjectWise implementation team and/or administrators before initiating ProjectWise Manage workspaces. If you are using a SQL Database to support your ProjectWise repository, it is highly recommended to enable the “Force case‐insensitive search” option in the datasource settings in ProjectWise administrator (see settings options below). AECOsim Building Designer configurations and the Microsoft OS are case insensitive. By default, ProjectWise is delivered with case sensitivity. If the option to “Force case‐insensitive search” is not enabled for the ProjectWise datasource, the Managed Workspace may experience issues resolving files from the configuration files that do not exactly match the case used in the file name.
If you are using an Oracle database to support your ProjectWise repository, Oracle is case‐sensitive,
therefore references to directories and files in your configuration needs to be an exact case match and
may require additional due diligence.
AECOsim Building Designer V8i Deployment Guide ProjectWise Managed Workspace
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ProjectWise Explorer V8i (SELECTseries 4) Client must be installed to include the iDesktop Integration for Bentley Application base Integration, in order to fully support AECOsim Building Designer V8i application integration for ProjectWise Managed Workspaces.
Install and configure AECOsim Building Designer V8i onto a client workstation. This will ensure that the application workspace has all the required components for your application prior to importing it into ProjectWise. Use this client to complete the instructions in this document. Desktop integration: The AECOsim Building Designer V8i installer offers the option to include ProjectWise Desktop Integration within the “Custom” options during installation. The option can also be applied at any point after the installation by initiating the “Change” options for active AECOsim Building Designer V8i installation under the Windows Control Panel>Programs>Programs and Features (Windows 7) or Windows Control Panel >Programs and Features (Windows 8). The ProjectWise Desktop Integration opens the ProjectWise repository verses the standard “File Open” dialog when AECOsim Building Designer is initiated via an application shortcut. This step is optional and not required for a successful ProjectWise Managed Workspace with AECOsim Building Designer ‐ Please consult your ProjectWise implementation team and/or administrators.
AECOsim Building Designer V8i Deployment Guide ProjectWise Managed Workspace
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Local Disk Space: In a ProjectWise Managed Workspace, documents from the ProjectWise Server are downloaded to the local machine and made available to the intended applications. The local machine may require a significant amount of available disk space to accommodate several projects, datasets and other supporting documents. Once project documents are local, the exchange between the ProjectWise Server and the local machine are conducted using Delta file transfer. Delta file transfer is a ProjectWise technology that improves performance when sending large files over networks by only sending the changes needed to update the file, rather than the entire file. This local repository can easily be managed by the Local Document Organizer, found in Project Explorer (Tools> Local Document Organizer…).
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Overview of Steps:
1. Import Workspace & Dataset files into ProjectWise, using Managed Workspace Wizard. (approx. 30+ Min)
2. Add/Edit ProjectWise CSBs (approx.10 Min) 3. Add exclusions (approx.5 Min) 4. ProjectWise Application Definition (approx. 5 min ) 5. Link CSBs to Projects / Groups (approx.5 Min) 6. Test/Validate (Troubleshoot) * Time estimates are approximate based on out‐of‐the‐box configuration and a remote connection to
the ProjectWise server. Individual results may vary.
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Step 1: Import Workspace & Dataset files into ProjectWise, using Managed Workspace Wizard. (approx. 30+ Min)
1. In ProjectWise Administrator, under Workspace Profiles>Managed, right mouse click and select “Import
Managed Workspace”. This will open the Import Managed Workspace Wizard. In the Welcome dialog, Click Next
2. On the Choose Desired Action page, select the second option "Import Data to ProjectWise from File System", then click Next
3. On the Import and Validate ProjectWise Folder Structure and Documents page, select the workspace to import in the Local File System list Default workspace paths:
o Windows 7/Windows 8 ‐ …\ProgramData\Bentley\AECOsimBuildingDesigner V8i Ss6\WorkSpace
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Then in the ProjectWise list, select the folder to import the workspace into. If the folder does not exist yet, you can right‐click in the list and select New Folder to create one.
In your ProjectWise repository, create a folder that will contain the workspaces to manage. For the purpose of this document define a directory called " AECOsim Building Designer Ss6" and under that create another directory called “Managed Workspace”
Once you have selected a folder on both sides of the lists, click the Map button that is between the two lists, this will enable the Validate option.
4. Click Validate. During the validation process, the wizard compares the contents of the local workspace with the contents stored in ProjectWise. Since this is a fresh install, there shouldn’t be any files with which to compare and this process should be rather quick. In the future, you can use this utility to update a workspace and/or dataset. It will compare the two directories and identify whether files exist or not. It does not compare the contents of the file, only whether the files exist or not. Once the validation is complete, the Validation of File System Structure against ProjectWise dialog opens. The tree structure in the left hand panel will display the status of each item as either present or not present in the ProjectWise repository. Items with a red ‘X’ indicate the file or folder is not present in the ProjectWise repository, while the green check indicates it is present in ProjectWise repository. Select an item in the list on the left to see what the status of the item is in ProjectWise. Since this is a fresh install, the entire workspace will be marked as not present.
While it is acceptable to import the workspace in its entirety, it is somewhat unnecessary. We can streamline the workspace by managing only what is necessary. Reducing the number of files being exchanged between the ProjectWise datasource and local machine translates into shorter download times and greater performance for your users. We really only need to be concerned about three directories; the “BuildingDatasets”, “Projects” and “Standards” directories.
AECOsim Building Designer V8i Deployment Guide ProjectWise Managed Workspace
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Once you have only selected the “BuildingDatasets”, “Projects” and “Standards” directories, click Resolve to import the selected items into ProjectWise.
5. When finished, a summary of the imported files will be provided, click Next.
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6. For this exercise, we are done with the Workspace Import Wizard. Click Close.
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Step 2: Add/Edit ProjectWise CSBs
In ProjectWise Administrator, under Workspace Profiles>Managed
In this step, you are going to complete the following tasks:
Create a new ‘Predefined’ level CSB for AECOsim Building Designer | Electrical
Create a new ‘Predefined’ level CSB for AECOsim Building Designer called ABD_Workspace_Ss6
Create a new ‘Global’ level CSB called Global_Variables
Create a new ‘Site’ level CSB called Dynamic_Project
Create a new ‘Project’ level CSB to connect to .PCF (Project Configuration Files)
Create a new ‘Project’ level CSB to support IFC Dataset Extensions
Edit ‘Project’ CSB File to support Project Data
Create a new ‘Predefined’ level CSB for AECOsim Building Designer Electrical (This CSB will define how the Electrical portion of AECOsim Building Designer will work with ProjectWise.) The Electrical portion of AECOsim Building Designer can be configured in several ways depending on the requirement for Electrical in your workflow. Regardless which method is utilized, it must be configured “correctly” as it is an integrated discipline within AECOsim Building Designer. We have included two integrations methods; Integrated or Local Electrical. Please implement only one option.
1. Integrated Electrical ‐ If your organization requires use of the electrical discipline within AECOsim Building Designer.
2. Local Electrical – If your organization does NOT utilize the electrical discipline within AECOsim Building Designer, this configuration uses local resources versus ProjectWise resources, providing the minimum footprint and overhead for a ProjectWise Managed Workspace integration.
Method 1: Integrated Electrical
1. In ProjectWise Administrator, under Workspace Profiles>Managed>Predefined, right mouse click over the ‘Predefined’ Level and select New> Configuration Block
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2. In the New Configuration Block Properties, enter the name ABD_Electrical_Integrated and the
description: ABD Electrical ‐ ProjectWise Integrated. Once complete click Apply. The dialog title will
change to ABD_Electrical_Integrated Properties.
3. Add the following variables and/or directives:
AddVariabletotheABD_Electrical_IntegratedCSB
Name BBES_DETAILED_CFG
Description Enable BBES Detailed Configuration
Add Value Operation Type: '='‐ Assignment Value Type: String Value: 1
Locked YES
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Note: If a localized version of AECOsim Building Designer the BBES Detailed configuration option which is required for ProjectWise Managed Workspace Support. The detailed configuration option allows for more explicit directory definition as seen in the excerpt from the BuildingDisciplines.cfg below:
#‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ # Electrical Detailed Path Configuration for ProjectWise Integration #‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ %if defined (BBES_DETAILED_CFG) BBES_MWS_SYMLIBNO : 080 BBES_MWS_METADATA : $(BBESDIR)/METADATA/ BBES_MWS_IES : $(BBES_MWS_METADATA)/IES/ BBES_MWS_RES : $(BBESDIR)/RES/ BBES_MWS_SYMLIBS : $(BBESDIR)/SYMLIBS/ BBES_MWS_SYMLIB : $(BBES_MWS_SYMLIBS)$(BBES_MWS_SYMLIBNO)/ BBES_MWS_CSS : $(BBES_MWS_SYMLIBS)CSS/ BBES_MWS_VIS : $(BBES_MWS_SYMLIBS)VIS/ BBES_MWS_WIRING : $(BBES_MWS_SYMLIBS)WIRING/ MS_LIGHTING < $(BBES_MWS_IES) BBES_SYMBOLMANAGER_REDIRPATH = 1 %lock BBES_SYMBOLMANAGER_REDIRPATH %endif
Any of the above configuration variables can be further redefined in a project CSB. If the Electrical portion is configured in a “Hybrid” Managed Workspace, where the components of electrical dataset are external of ProjectWise, then it is not necessary to define this variable.
AddVariabletotheABD_Electrical_IntegratedCSB
Name BBES_DBDIR
Description Electrical Centralized Project Database Location
Add Value Operation Type: '='‐ Assignment Value Type: Directory Value: \\<ServerName>\<ShareFolder>\$(_USTN_PROJECTNAME)\_bbes
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Locked YES
Note: BBES_DBDIR defines the Electrical centralized project database location.
BBES_DBDIR should point to the project specific _bbes folder outside of ProjectWise.
This location is user definable. This folder contains project specific database files that
cannot be properly managed by ProjectWise at this point. Information about building
structure, room spaces, elements count and mounting heights is stored in the _bbes
folder.
Using a UNC (Universal Naming Convention) to define the directory destination allows
for the greatest availability and access to a centralized location. The
_USTN_PROJECTNAME value is resolved from the ProjectWise Project; however the
corresponding directory will need to be manually created for each project in the
centralized location since ProjectWise cannot manage directories outside of
ProjectWise.
To troubleshoot configuration issues with a ProjectWise Managed Workspace, refer to the bbes.ini file located at C:\Program Files (x86)\Bentley\AECOsimBuildingDesigner V8i Ss6\AECOsimBuildingDesigner\ServerApp\bin.
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TheFinalABD_Electrical_IntegratedCSB:
Method 2: Local Electrical
1. In ProjectWise Administrator, under Workspace Profiles>Managed>Predefined, right mouse click over the ‘Predefined’ Level and select New> Configuration Block
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2. In the New Configuration Block Properties, enter the name ABD_Electrical_Local and the
description: ABD Electrical ‐ Local Workspace. Once complete click Apply. The dialog title will
change to ABD_Electrical_Local Properties.
3. Add the following variables and/or directives:
AddVariabletotheABD_Electrical_LocalCSB
Name BBES_WORKSPACEROOT
Description BBES Workspace Root
Add Value Operation Type: '='‐ Assignment Value Type: String Value: $(_USTN_INSTALLED_WORKSPACEROOT)
Locked YES
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Note: Please note the use of () instead of the traditional {} in defining $(_USTN_INSTALLED_WORKSPACEROOT), this is critical.
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AddVariabletotheABD_Electrical_LocalCSB
Name BBES_DATASETNAME
Description Electrical Local Dataset Name
Add Value Operation Type: '='‐ Assignment Value Type: String Value: Dataset_US
Locked YES
Note: The dataset name must point to a valid local dataset. In this case, it is defaulted to
“Dataset_US”, as it is the default delivered dataset with most versions of AECOsim
Building Designer. If a localized version of AECOsim Building Designer (e.g., Chinese,
German, etc..) is installed, please adjust the dataset name accordingly. It is OK if the
dataset name is different from the dataset used by ProjectWise or even the project,
since the Electrical discipline is not intended to be used in this configuration; however
AECOsim Building Designer still requires a valid resolution of its configuration variables.
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AddVariabletotheABD_Electrical_LocalCSB
Name BBES_DATASETS
Description BBES Datasets
Add Value Operation Type: '='‐ Assignment Value Type: String Value: $(BBES_WORKSPACEROOT)/BuildingDatasets/
Locked YES
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TheFinalABD_Electrical_LocalCSB:
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Create a new ‘Predefined’ level CSB for AECOsim Building Designer called ABD_Workspace_Ss6 (This CSB will make the vital connection between the CSBs and the ProjectWise datasource.)
1. In ProjectWise Administrator, under Workspace Profiles>Managed>Predefined, right mouse click
over the ‘Predefined’ Level and select New> Configuration Block
2. In the New Configuration Block Properties, enter the name ABD_Workspace_Ss6 and the
description ABD Workspace (SELECTseries 6). Once complete, click Apply. The dialog title will
change to ABD_Workspace_Ss6 Properties.
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3. Add the following variables and/or directives:
AddVariabletotheABD_Workspace_Ss6CSB
Name _TF_WORKSPACEROOT
Description ABD ProjectWise Workspace (_TF_WORKSPACEROOT)
Add Value Operation Type: '='‐ Assignment Value Type: ProjectWise Folder Value: Change value to point to ProjectWise Workspace, browse to pw:\\<server name>:<datasource name>\ Documents\AECOsim Building Designer Ss6\Managed Workspace\
Locked YES
Note: _TF_WORKSPACEROOT defines the root workspace directory containing all workspace files used by AECOsim Building Designer.
Tip: Since Workspaces can be version specific, the ABD_Workspace_Ss6 CSB includes the Ss6 SELECTseries moniker to designate and differentiate between workspace versions. You could also use the minor family version 0f 08.11.09.8xx instead of the SELECTseries moniker.
Tip: You can use the CSB description to organize and manage collection of CSB. For example, change the description of WorkspaceRoot_Ss6 CSB to "Ss6 Workspace Root" or 08.11.09.5xx Workspace Root, this will allow us to sort CSB description by SELECTseries moniker or application versions.
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AddVariabletotheABD_Workspace_Ss6CSB
Name _USTN_SITE
Description ABD ProjectWise Standards (_USTN_SITE)
Add Value Operation Type: '='‐ Assignment Value Type: ProjectWise Folder Value: Change value to point to ProjectWise Workspace, browse to pw:\\<server name>:<datasource name>\ Documents\AECOsim Building Designer Ss6\Managed Workspace\ standards/
Locked YES
Note: _USTN_SITE defines the directory containing site configuration files, otherwise known as workspace “standards”. Traditionally this directory is the same directory reference by _TF_WORKSPACEROOT with the addition of the \standards directory. (USTN_SITE=$(_TF_WORKSPACEROOT)standards/). However we do not reference the _TF_WORKSPACEROOT configuration variable directly so thatother applications, such as MicroStation, can take advantage of the Managed Workspace for this ProjectWise Project.
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AddDirectivetotheABD_Workspace_Ss6CSB
Directive %include
Description ABD Electrical
Add Value Value type: Configuration Setting Block Value: ABD_Electrical_Ss6: ABD_Electrical_Integrated OR Value: ABD_Electrical_Ss6: ABD_Electrical_Local
Note: This directive is dependent on the Electrical integration method selected in a previous step
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TheFinalABD_Workspace_Ss6CSB:
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Create new ‘Global’ level CSB called Global_Variables
1. In ProjectWise Administrator, under Workspace Profiles>Managed>Global, right mouse click over the ‘Global’ Level and select New> Configuration Block
2. In the New Configuration Block Properties, enter the name Global_Variables and the description
Global Variables. Once complete click Apply. The dialog title will change to Global_Variables
Properties.
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3. Add the following variables and/or directives:
AddVariabletotheGlobal_VariablesCSB‐
Name _USTN_DISPLAYALLCFGVARS
Description Display All Configuration Variables
Add Value Operation Type: '='‐ Assignment Value Type: String Value: 1
Locked YES
Note: _USTN_DISPLAYALLCFGVARS displays all system level configuration variables and is useful for Administrators during certification and debugging.
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TheFinalGlobal_VariablesCSB:
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Project Support with ProjectWise Projects
If your projects folders have been promoted to ProjectWise projects, then the value for the _USTN_PROJECTDATA variable can be automatically extracted by defining the following dynamic Project level CSB.
Folders that have been promoted to a ProjectWise Project have the ProjectWise icon associated with the Folder icon as displayed in the diagram above. Note: This can be configured without using a folder that has been promoted to a ProjectWise project, however it is not recommended or covered in this guide.
Create a new ‘Project’ level CSB called "Dynamic_Project “ (This CSB will make the vital connection between the project CSBs and the ProjectWise project.)
1. In ProjectWise Administrator, under Workspace Profiles>Managed>Project, right mouse click over
the ‘Predefined’ Level and select New> Configuration Block
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2. In the New Configuration Block Properties, enter the name Dynamic_Project and the description
Dynamic Project. Once complete click Apply. The dialog title will change to Dynamic_Project
Properties.
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3. Add the following variables and/or directives:
AddVariabletotheDynamic_ProjectCSB
Name _USTN_PROJECTDATA
Description ProjectWise Project
Add Value Operation Type: '='‐Assignment Value Type: String Value: $(dms_project(_DGNDIR))
Locked YES
Tip: The configuration variable dms_project(_DGNDIR) resolves the directory path to the first ProjectWise Project definition it encounters as it traverses backwards through the directories. This could resolve to a single parent Project (with no subprojects) or a Subproject. The configuration variable dms_parentproject(_DGNDIR) resolves the directory path to only the parent ProjectWise Project .
Note: If you have implemented the alternative method, whereby the project.pcf was imported into a Project CSB, this “Dynamic Project” CSB can be associated to Project CSB to resolve ProjectWise Project Names and location. Project CSBs that have been imported using the ‘Import Managed Workspace...’ wizard are not cover in this deployment guide.
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AddVariabletotheDynamic_ProjectCSB�
Name _USTN_PROJECTNAME
Description ProjectWise Project Name
Add Value Operation Type: '='‐ Assignment Value Type: String Value: $(LastDirPiece (dms_project(_DGNDIR)))
Locked YES
Tip: The configuration variable LastDirPiece (dms_project(_DGNDIR)) resolves the project name based on the directory path to the first ProjectWise Project definition it encounters as it traverses backwards through the directories. This project name may be required or used in other CSB.
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TheFinalDynamic_ProjectCSB:
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Create a new ‘Project’ level CSB to connect to .PCF (Project Configuration Files) In this step, you are going to complete the following tasks:
Create a new ‘Project’ CSB called PCF_Link
Add directive to include the Dynamic_Project CSB
Add directive to locate and include .PCF (Project Configuration File)
Note: This method assumes your projects has been promoted to ProjectWise Projects and that a corresponding .pcf file is stored directly under the parent project directory…
Create a new ‘Project’ level CSB called "PCF_Link “ 1. In ProjectWise Administrator, under Workspace Profiles>Managed>Project, right mouse click over
the ‘Predefined’ Level and select New> Configuration Block
2. In the New Configuration Block Properties, enter the name PCF_Link and the description: Project
Configuration File Link. Once complete click Apply. The dialog title will change to PCF_Link
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Properties.
3. Add the following variables and/or directives:
AddDirectivetoincludetheDynamic_ProjectCSB
Directive %include
Description Include Dynamic Project
Add Value Value type: Configuration Settings Block Value: exists Dynamic_Project: Dynamic Project
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Adddirectivetolocateandinclude.PCF(ProjectConfigurationFile)
Directive %include
Description Include .PCF (Project Configuration File)
Add Value Value type: string Value: $(_USTN_PROJECTDATA)\*.pcf
4. Select OK on the Modify Directive dialog accept the directive assignment 5. Select OK on the Project CSB’s properties dialog to save changes
TheFinalPCF_LinkCSB:
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Create a new ‘Project’ level CSB to support IFC Dataset Extensions (New is Ss5)
In this step, you are going to complete the following tasks:
Create a new ‘Project’ CSB called IFC2x3 Extension
Create a new ‘Project’ CSB called IFC2x3 + FM Handover Extension The goal of the IFC2x3 dataset extension is to allow users to quickly and easily extend their projects with properly constructed and DataGroup compatible IFC 2x3 schema and property sets. Currently there are three options for these dataset extensions, all controlled by the configuration value IFC_PROJECT.
IFC_PROJECT = 0 (default ) or Undefined– The dataset is NOT extended with any IFC2x3 Property sets and maintains the original delivered schema.
IFC_PROJECT = 1 – The dataset is extended with the common IFC 2x3 Property Set, an extended version of the IFC ‘Coordination View’ model view definition.
IFC_PROJECT = 2 ‐ The dataset is extended with the common IFC 2x3 Property Set, plus additional property sets as defined by the IFC 'Facility Management Handover' model view definition and additional considerations for the COBIE (Construction Operation Business information Exchange) specification
Tip: To learn more about COBie, Please see our “COBie User Guide” posted on BE Communities.
Create a new ‘Project’ Level CSB called "IFC2x3 Extension“ (This CSB will make the vital connection between the project CSBs and the IFC2x3 dataset extensions.) 1. In ProjectWise Administrator, under Workspace Profiles>Managed>Project, right mouse click over
the ‘Project’ Level and select New> Configuration Block
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2. In the New Configuration Block Properties, enter the name IFC2x3 Extension and the description
IFC2x3 Dataset Extension. Once complete click Apply. The dialog title will change to
IFC2x3_Extension Properties.
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3. Switch to the Configuration tab, Select the ‘+’ (plus) icon and add the following variables and/or
directives:
AddVariabletotheIFC2x3ExtensionCSB
Name IFC_PROJECT
Description Enable IFC2x3 Dataset Extension
Add Value Operation Type: '='‐Assignment Value Type: String Value: 1
Locked YES
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AddDirectivetotheIFC2x3ExtensionCSB
Directive %include
Description Include Dataset Configuration File
Add Value Value type: String Value: $(IFCDIR)dataset.cfg
4. Select OK on the Modify Directive dialog accept the directive assignment 5. Select OK on the Project CSB’s properties dialog to save changes
TheFinaltheIFC2x3ExtensionCSB:
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Create a new ‘Project’ Level CSB called "IFC2x3 + FM Handover Extension “ (This CSB will make the vital connection between the project CSBs and the IFC2x3 dataset extensions w/ FM Extension.) 1. In ProjectWise Administrator, under Workspace Profiles>Managed>Project, right mouse click over
the ‘Project’ Level and select New> Configuration Block
2. In the New Configuration Block Properties, enter the name IFC2x3 + FM Handover Extension and
the description IFC2x3 + FM Handover Dataset Extension. Once complete click Apply. The dialog
title will change to IFC2x3 + FM Handover Extension Properties.
3. Switch to the Configuration tab, Select the ‘+’ (plus) icon and add the following variables and/or
directives:
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AddVariabletotheIFC2x3+FMHandoverExtension
Name IFC_PROJECT
Description Enable IFC2x3 + FM Handover Dataset Extension
Add Value Operation Type: '='‐Assignment Value Type: String Value: 2
Locked YES
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AddDirectivetotheIFC2x3ExtensionCSB
Directive %include
Description Include Dataset Configuration File
Add Value Value type: String Value: $(IFCDIR)dataset.cfg
4. Select OK on the Modify Directive dialog accept the directive assignment 5. Select OK on the Project CSB’s properties dialog to save changes
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TheFinalIFC2x3+FMHandoverExtensionCSB:
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Step 3: Add exclusions (variables to be excluded from copy‐out)
In certain scenarios, there are configuration variables that you may not want ProjectWise to use in Managed Workspaces. You can define and “exclude” ProjectWise from using these configuration variables by adding them to the list of excluded variables.
In ProjectWise Administrator, under Workspace Profiles>Managed>Variables to exclude from copy out
Below are some optional variables that may be excluded from copy out, depending on the AECOsim Building Designer workflows:
MS_BUMP (supports Visualization ‐ optional) If you are not using Project Explorer to harvest resources the following can be excluded :
MS_DESIGNDIR (supports Project Explorer harvesting of Dynamic Views‐ optional)
MS_DRAWINGDIR (support for Project Explorer harvesting of Dynamic Views ‐ optional)
MS_SHEETDIR (support for Project Explorer harvesting of Dynamic Views ‐ optional)
TF_DRAWINGS (support for Project Explorer harvesting of Drawing Extractions (DEM)‐ optional)
The files defined by these configuration variables will be excluded during the download of the workspace.
Step 4: ProjectWise Application Definition
ProjectWise Application definition for Building Applications using the Program Class Name
Program Class Name ‐ A Program Class Name defines and stores in the Windows registry both the executable and any command line arguments as defined during the installation on the local machine. This is the most reliable and universal application definition because ProjectWise does not store any hard coded directory path information. Registry support relies on the client registry to provide ProjectWise with the proper drive/directory location of applications to launch. This allows an organization to have the applications installed in varying directories and drive locations on the local machines and reduce the requirement of installation consistency across an organization. All other customizations can be accommodated through strategic definitions of files.
Tip: The Program Class Name is used by the newest installed version. Meaning that if SS5 was installed on the machine and was using program class name Bentley.AECOsimBuildingDesigner.Application, then SS6 was installed (either in parallel or remove SS5 & install SS6) that SS6 now owns the program class name Bentley.AECOsimBuildingDesigner.Application.
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ProjectWise V8i (SELECTseries 4) and the ProjectWise CONNECT Edition are delivered with predefined application definitions for AECOsim Building Designer using these registry program class definitions. The program class name is the preferred method to define ProjectWise application support because it uses the Window registry to locate the designated executables. This is the recommended and most reliable method for building application integration in a ProjectWise Managed Workspace. In the event the application definitions are not predefined or you are working on a version previous to ProjectWise (SELECTseries 4), please review the following information to create the application definitions for AECOsim Building Designer (SELECTseries 6).
Application Definitions in ProjectWise Administrator:
In ProjectWise Administrator, under Applications, locate the application definitions for AECOsim Building Designer in the right panel. ProjectWise V8i (SELECTseries 4) is delivered with five (5) predefined application definitions for AECOsim Building Designer ProjectWise. CONNECT Edition is delivered with seven (7), adding AECOsim Building Designer – Energy Simulator and AECOsim Building Designer – MicroStation.
If the predefined applications are not available, the applications can be created manually or can be imported using the administrative dmsconv.exe utility, using the corresponding XML application definition file (ABD_appdef.xml). Instructions on how to apply the XML, using the dmsconv.exe, are include within the XML file.
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ManuallyCreatingAECOsimBuildingDesignerApplicationDefinitions:
Tip: Copying and editing a program definition, such as MicroStation, might be more efficient than creating a new application. Copying a previous application offers some benefits since some other Actions (View, Markup and Print) are already defined and easily modified. Also, some organizations may find MicroStation an attractive option as an available application to use with the ProjectWise “open with” option. In order to Paste a copied application you need to right‐click > paste on Applications in the left frame rather than in the list of applications in the right frame
1. In ProjectWise Administrator, right‐click over Applications and select New>Application, this will
open the New Application Properties dialog.
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2. In the New Application Properties dialog, within the General tab, enter the name “AECOsim Building Designer”. You also have the opportunity to set the icon, by selecting Set icon, and locating either the AECOsimBuildingDesigner.exe or any of the .ico files located within the same directory.
3. Click the Actions tab and click the Create button to create a new application association.
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4. In the Create Association dialog, fill out the application association criteria
Action Open
Program description AECOsim Building Designer
Program class name Bentley.AECOsimBuildingDesigner.Application
Command line arguments <leave blank>
Enable legacy integration <unchecked>
Replace default arguments <unchecked>
Tip: The Program class can be defined for browsing for the AECOsim Building Designer application in the Programs list in the Programs tab, browsing for the AECOsimBuildingDesigner.exe in the Executables tab, or if the application isn’t loaded locally, then the class name can be filled out manually in the Advanced tab, with the ‘Enter text as a program class name” option. If the class is defined properly, the application should be resolved in the Command line preview, unless it is not installed locally.
5. Once all the application association options are completed click OK to return to the applications properties dialog, and click Apply to save the application definition.
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6. Since AECOsim Building Designer is a multi‐disciplinary application, we will want to create additional application actions so we can take advantage of the ProjectWise “Open With” options to open files in more discipline specific environments. We will want to repeat steps 3 and 4, filling out the application association criteria for the following four (4) addition application definitions. The only change (highlighted in red) from one definition to another is the program description and the command line arguments.
Create application association for Open Action with AECOsim Building Designer ‐ Architectural
Action Open
Program description ABD ‐ Architectural
Program class name Bentley.AECOsimBuildingDesigner.Application
Command line arguments ‐wsBB_DISCIPLINE=Architectural
Enable legacy integration <unchecked>
Replace default arguments <unchecked>
Create application association for Open Action with AECOsim Building Designer – Electrical
Action Open
Program description ABD ‐ Electrical
Program class name Bentley.AECOsimBuildingDesigner.Application
Command line arguments ‐wsBB_DISCIPLINE=Electrical
Enable legacy integration <unchecked>
Replace default arguments <unchecked>
Create application association for Open Action with AECOsim Building Designer – Energy Simulator
Action Open
Program description ABD ‐ AES
Program class name Bentley.AECOsimBuildingDesigner.Application
Command line arguments ‐wsBB_DISCIPLINE=AES
Enable legacy integration <unchecked>
Replace default arguments <unchecked>
Create application association for Open Action with AECOsim Building Designer – Mechanical
Action Open
Program description ABD ‐ Mechanical
Program class name Bentley.AECOsimBuildingDesigner.Application
Command line arguments ‐wsBB_DISCIPLINE=Mechanical
Enable legacy integration <unchecked>
Replace default arguments <unchecked>
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Create application association for Open Action with AECOsim Building Designer – MicroStation
Action Open
Program description ABD ‐ MicroStation
Program class name Bentley.AECOsimBuildingDesigner.Application
Command line arguments ‐wsBB_DISCIPLINE=MicroStation
Enable legacy integration <unchecked>
Replace default arguments <unchecked>
Create application association for Open Action with AECOsim Building Designer – Structural
Action Open
Program description ABD ‐ Structural
Program class name Bentley.AECOsimBuildingDesigner.Application
Command line arguments ‐wsBB_DISCIPLINE= Structural
Enable legacy integration <unchecked>
Replace default arguments <unchecked>
7. Returning to the Actions tab, verify that the correct application is associated as the “default” application. The “default” application is denoted by a black diamond icon next to the Action and in line with the Association description. If the desired association is not the “default”, select the desired association and then click the “Set Default” button. The black diamond icon will be reassigned to the selected association and the “Set Default” button will become disabled for this selection. Note, each action has its own default association, when there are multiple associations defined for that action. If no default is defined, and there are multiple associations defined, the user will be asked to decide.
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8. Additional Application associations will need to be defined to support the other ProjectWise actions for View, Markup, and Print. Create application association for View Action with Bentley View
Action Open
Program description Bentley View
Program class name Bentley.View.Application
Command line arguments <leave blank>
Enable legacy integration <unchecked>
Replace default arguments <unchecked>
Create application association for View Action with Bentley Navigator
Action Open
Program description Bentley Navigator
Program class name Bentley.Navigator.Application
Command line arguments <leave blank>
Enable legacy integration <unchecked>
Replace default arguments <unchecked>
Create application association for Markup Action with Bentley Navigator
Action Open
Program description Bentley Navigator
Program class name Bentley.Navigator.Application
Command line arguments <leave blank>
Enable legacy integration <unchecked>
Replace default arguments <unchecked>
Create application association for Print Action with AECOsim Building Designer
Action Open
Program description AECOsim Building Designer
Program class name Bentley.AECOsimBuildingDesigner.Application
Command line arguments <leave blank>
Enable legacy integration <unchecked>
Replace default arguments <unchecked>
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Step 5: Link CSBs to Projects / Groups
Link CSBs to Projects
In the ProjectWise Explorer, locate the project directory. (For example: pw:\\<server name>:<datasource name> \AECOsim Building Designer Ss6\Managed Workspace\Projects\BuildingExamples\BuildingTemplate_US\), right‐click, and get the properties of this folder. Select the Workspace Tab.
Associate the Predefined Workspace with the Predefined CSB called "ABD_Workspace_Ss6".
*(Optional) ‐ Associate the Global Workspace with the Global CSB called “Global_Variables”. Associate the Project Workspace with the appropriate Project CSB.
For example: the Project CSB called "PCF_Link"
(Optional) ‐ Apply Dataset Extensions to a Project by associating either “IFC2x3 Extension” or the “IFC2x3 + FM Handover Extension” CSB
* Note: Since the Global_Variable CSB contains _USTN_DISPLAYALLCFGVAR, which is often considered an administrative configuration, this CSB could be added to the Administrative User Group instead of the
Project. This would make it applicable to only administrative users. See ‘Link CSBs to Groups’ below.
The result should be similar to the image below. (with/without Global_Variables, Personal Workspace or optional dataset extensions)
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Personal workspace settings allow user‐specific workspace configuration for Managed Workspaces. By default, you may not have Personal workspace associated if there is nothing defined in your personal workspace, once something is defined in the personal workspace it is automatically associated. (To review the contents of your personal workspace CSB, in ProjectWise Explorer file menu select Tool>Options, select the Personal Workspace tab.
Note: The option to hide the compatibility warning when building applications are initiated is stored in your Personal Workspace.
Link CSBs to Groups ProjectWise CSBs can be linked to Groups. For example, since the Global_Variable CSB contains _USTN_DISPLAYALLCFGVAR, which is often considered an administrative configuration, this CSB could be added to the Administrative User Group instead of the Project. This would make it applicable to only administrative users. To implement this option, be sure NOT to link the Global_Variable CSB to the project and complete the following steps in the ProjectWise user group.
1. In ProjectWise Administrator, under Groups, select the Administrator group, right‐click and get the Administrator Properties.
2. Select the Manage Workspace tab 3. Associate the Global Workspace with the Global CSB called “Global_Variables”
The result should be similar to the image below.
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Step 6: Test/Validate (Troubleshoot)
To test or validate your Integration, in the ProjectWise Explorer, locate the delivered file empty.dgn in the project BuildingTemplate_US (pw:\\<server name>:<datasource name\AECOsim Building Designer Ss6\Managed Workspace\Projects\BuildingExamples\BuildingTemplate_US\empty.dgn). Set the file to be associated to the AECOsim Building Designer application. This can be achieved by selecting the empty.dgn file in ProjectWise Explorer, then selecting the Modify option from the right‐click menu. In the Modify document dialog, select AECOsim Building Designer from the drop down list under “Application:” Select OK to complete the association.
Double click on the empty.dgn file to open it. If it is properly configured, you should see the Manage Workspace Export Progress dialog, indicating the initial workspace download.
Note: To make further use of Sample Project Data, you will need to run Tools>Scan References and Linksets… from the ProjectWise Explorer Client to reconnect and resolve all the project references and linksets. Please consult the ProjectWise help documentation for more information.
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Manage Workspace Export Progress Dialog, which shows successful completion of all tasks:
Note: Errors in the first three tasks usually are the result of an error in the application definition or association. Please validate the application definition in the ProjectWise Administrator. Note: Opening a managed project or application the first time will require ProjectWise to download the workspace and datasets locally, which can take 5 minutes or more the first time, depending on your connection speed and size of your workspace and dataset. Please be patient, subsequent loads will have much faster load times. In many cases you will experience performance better than that of loading the same design file from a typical LAN server or shared network drive. From within the AECOsim Building Designer application, you can verify you are successfully using a ProjectWise Managed Workspace by selecting Workspace>About Workspace from the File menu. You should be presented with a ProjectWise Manage Workspace Dialog, similar to what is displayed below.
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Troubleshooting
If you are presented with the following message to restart your AECOsim Building Designer Session, then there is something different in the managed configuration that requires a change in your manage workspace.
This dialog is common and is to be expected if you are opening files from another project or if you are using ProjectWise desktop Integration (launching AECOsim Building Designer from the desktop and connecting to ProjectWise). However, this dialog does not typically appear if you are opening different files from within the same project. If it does occur:
Verify that the files contain the same ProjectWise Managed Workspace assignments. They should all be inherited from the Project Folder.
Verify that there are no ProjectWise Managed Workspace CSB assignments on the ProjectWise Application associated to the document. This alert will appear if you switch to a file that does not share the same application association as the original file opened and the application has a CSB assigned to the application definition.
Inspect your configuration files, any configuration variable defined to equal _DGNDIR or _DGNFILE will need to be add the exclusion list defined by ProjectWise_MWP_COMPARISON_IGNORE_LIST in the ProjectWise mcm.cfg file.
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Enabling ‘Export relative path errors handling’:
The ProjectWise Explorer client does offer some error handling that may assist you in troubleshooting a
Managed Workspace configuration in the form of ‘Export relative path Errors handling’. By enabling this option,
ProjectWise will now report on any directory/file validation issue it encounters during the CSB processing. Please note,
there are a couple of situations in which this tool may report validation warnings against valid configuration options and
are not indicative of a Managed Workspace configuration problem. The follow scenarios are reported as errors but are
not truly since they cannot explicitly resolved.
Any time a configuration variable uses a wild card to define a series of files (i.e. *.cell, *.rsc, *.dgn,
*.dgnlib, etc…). Since ProjectWise isn’t able to explicitly validate this definition, it will register a warning.
Resource and user setting files created on demand or on the fly.
To enable ‘Export relative path errors handling’, access the user properties in the ProjectWise Client from the file menu
Tools>Options. In the ‘User Name Properties’ dialog, select the ‘Settings’ tab and expand the ‘Manage Workspace
Profiles’ options, then further expand the ‘Export relative path errors handling’ options and select the ‘Prompt User’
option.
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Once enabled, a new dialog will appear after the processing of the Managed Workspace. This dialog will display files and
directories that could not be resolved. This could indicate an error in the configuration, missing directories or even that
your configuration is not being resolved where you think it is. Below is an example of the ‘Managed Workspace Export
Error’ dialog, based on the configuration of the BuildingTemplate_US sample project used in this document. In this case,
there are no significant errors and it displays the correct results of a properly configured AECOsim Building Designer. If
you recall, this tool does not resolve relative paths and files where the file is defined with a wildcard or the directories
and/or files are created on the fly. Warnings of these type will have no impact on the performance of your Managed
Workspace environment and are informational in nature.
A valid and totally acceptable ‘Manage Workspace Export Error’ report and configuration for AECOsim Building Designer.
Once you have addressed any potential configuration issues, set the ‘Export relative path errors handling’ in the user
setting to ‘ignore invalid relative path errors’ for day to day operations.