ProjectWise V8 XM Administrator 2008-09-24 · PDF fileWorking with Managed Workspaces in...

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© 2008 KnowledgeBase Consulting Group LLC 171 DUPLICATION PROHIBITED Managed Workspaces A managed workspace in ProjectWise allows you to store your workspace data in ProjectWise along with the configuration information necessary for MicroStation to access your workspace data. Not only does this give you the ability to put your CADD Standard files in a managed environment, but it allows you to give ProjectWise users access to the same set of CADD Standards no matter where they are located. Previous versions of ProjectWise employed the Workspace Profile feature, which allowed an Administrator to configure MicroStation to use a workspace location stored outside the ProjectWise environment. While this provides some degree of control over the workspace used when files are opened from ProjectWise, each user must have access to the location specified in the workspace profile settings. This can be problematic when the users are in different locations that may not have access to the same network resources and drive mappings. Workspace profiles offer the ability to use an AutoCAD profile in conjunction with DWG files opened from ProjectWise. Managed workspaces do not support AutoCAD. Workspace profiles are still available in ProjectWise, but the terminology has been changed somewhat to account for managed workspaces. Workspace profiles now refer to the workspace management component of ProjectWise as a whole, while the older workspace profiles are now referred to as unmanaged and the newer workspaces are considered managed.

Transcript of ProjectWise V8 XM Administrator 2008-09-24 · PDF fileWorking with Managed Workspaces in...

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Managed Workspaces

A managed workspace in ProjectWise allows you to store your

workspace data in ProjectWise along with the configuration

information necessary for MicroStation to access your workspace

data. Not only does this give you the ability to put your CADD

Standard files in a managed environment, but it allows you to

give ProjectWise users access to the same set of CADD Standards

no matter where they are located.

Previous versions of ProjectWise employed the Workspace

Profile feature, which allowed an Administrator to configure

MicroStation to use a workspace location stored outside the

ProjectWise environment. While this provides some degree of

control over the workspace used when files are opened from

ProjectWise, each user must have access to the location specified

in the workspace profile settings. This can be problematic when

the users are in different locations that may not have access to the

same network resources and drive mappings.

Workspace profiles offer the ability to use an AutoCAD profile in

conjunction with DWG files opened from ProjectWise. Managed

workspaces do not support AutoCAD.

Workspace profiles are still available in ProjectWise, but the

terminology has been changed somewhat to account for

managed workspaces. Workspace profiles now refer to the

workspace management component of ProjectWise as a whole,

while the older workspace profiles are now referred to as

unmanaged and the newer workspaces are considered managed.

Managed Workspaces

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An easy way to remember the difference between the two is that

unmanaged workspaces are stored outside of ProjectWise,

whereas managed workspaces are stored in ProjectWise.

Creating Unmanaged Workspaces

To create an unmanaged workspace, choose Workspace

Profiles > Unmanaged > New > Workspace Profile in the

ProjectWise Administrator.

Figure 156: Creating an Unmanaged Workspace

Creating Unmanaged Workspaces

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General SettingsTab

Under the General tab enter a name and description for the new

workspace profile.

Figure 157: New Workspace Profile Properties – General

The setting Allow Users to Override Default Workspace Settings

determines whether users will be able to override the workspace

settings set by the ProjectWise Administrator.

Managed Workspaces

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MicroStationSettings Tab

Under the MicroStation Settings tab you can set the following

properties:

Figure 158: New Workspace Profile Properties – MicroStation Settings

Root Directory The Root Directory setting determines the location of the

MicroStation Workspace root folder. You can enter a folder

location that is on a mapped drive, or a UNC path to the

workspace. The browse button can be used to specify the

location of the root directory.

NOTE: When selecting a root directory, make sure all users have access

to the location you specify or MicroStation may not be able to load

properly when opening a file using this workspace profile.

Additional command-

line arguments

You have the option of adding any additional command-line

arguments, such as -WU or -WI, that your organization may use

when MicroStation is launched.

Default Properties You can also specify the User Configuration, Project

Configuration and User Interface to be used with your workspace

profile. For each of these items, a browse button is available to

select the item.

NOTE

Creating Unmanaged Workspaces

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MicroStationUser Settings

Under the MicroStation User Settings tab you can assign specific

MicroStation workspace components to individual users in your

datasource.

Figure 159: New Workspace Profile Properties – MicroStation User

Settings

User Groups In the User Groups section, use the the pull-down menu to select

the user group you want to assign a workspace. You can now

select individual users from the list below and assign the

components as described below.

User Configuration

File, Project

Configuration File,User Interface

Assign a User Configuration File (*.ucf ), Project Configuration

File (*.pcf ) and User Interface to be used as the default for the

user. If you do not know the name of the component to assign, a

browse button is available to select the individual files.

Managed Workspaces

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AutoCADWorkspace

Profiles

This tab allows you to set the location for an AutoCAD profile to

be used when a DWG is opened from ProjectWise. A browse

button is available for you.

Figure 160: New Workspace Profile Properties – AutoCAD Settings

Remember that each user must have access to a profile by the

same name in order for this feature to work correctly.

Managed Workspaces – Configuration Blocks

Managed workspaces in profiles use configuration blocks to store

the variables used by MicroStation to locate configuration and

CADD Standard files. These configuration blocks take the place

of the configuration files used in a traditional MicroStation

Workspace (*.cfg, *.pcf and *.ucf ). While MicroStation

workspace configurations have offered application, site, project

and user levels of configuration, managed workspaces in

ProjectWise add customer and discipline levels of configuration

to add more flexibility.

Managed Workspaces – Configuration Blocks

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Figure 161: Managed Workspaces – Configuration Blocks

CreatingConfiguration

Settings Blocks

The first step in defining a managed workspace is to create

configuration settings blocks that will contain your workspace

configuration information.

To create a configuration settings block:

1. In your datasource, expand the Workspace Profiles icon

and then expand the Managed icon below it.

Managed Workspaces

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2. Right-click one of the managed workspace categories

(Global, Application, Customer, Site, Project, Discipline,

User) and choose New > Configuration Block.

Figure 162: New Configuration Block Properties – General

3. Under the General tab of the Configuration Block

Properties dialog box that opens, type a name and an

optional description for the configuration block.

4. Click OK.

AddingConfiguration

Block Variablesto Your

Workspace

Once your configuration blocks are created you can add

configuration variables that are read by MicroStation.

To create a configuration block variable:

1. In your datasource, expand the Workspace Profiles icon

and then expand the Managed icon below it.

2. Expand the Site item in your managed workspace categories

and double-click the standards configuration settings block

you want to edit to open its Properties dialog box.

Managed Workspaces – Configuration Blocks

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Figure 163: New Configuration Block Properties – Variables

3. Select the Variables tab and click the New button.

4. The New Variable dialog box opens.

Managed Workspaces

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Figure 164: New Configuration Block Properties – New Variable Dialog

Box

5. In the Name field, enter a name for the variable (for example,

“MS_CELL”).

6. Click Add. The Edit Value dialog box opens.

Figure 165: New Configuration Block Properties – Edit Value Dialog Box

7. In the Edit Value dialog box that opens:

Set Operation Type to '=' – Assignment.

Set Value Type to ProjectWise Folder.

To the right of the Value field, click the browse (…) button.

Select a folder and click OK.

Click OK to close the Edit Value dialog box.

8. Select the Locked check box in the New Variable dialog box.

9. Click OK to finish creating the new variable.

Assigning Workspaces to ProjectWise Folders

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Assigning Workspaces to ProjectWise Folders

You are now ready to assign your configuration settings blocks to

folders in ProjectWise. Since the workspace setting is a property

of the folder, you need to assign the workspace in the

ProjectWise Explorer.

AssigningConfiguration

Settings Blocksto Folders

1. In the ProjectWise Explorer, select the folder you want to

assign the workspace to.

2. Right-click the folder and choose Properties, or select

Properties from the folder.

3. In the Folder Properties dialog select the Workspace tab.

Figure 166: Folder Properties

4. Right-click the Site configuration and choose the Add

Association command.

The Select Configuration Blocks dialog will appear with a list

of configuration blocks you have created for the site level.

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Figure 167: Select Configuration Blocks Dialog Box

5. Select the configuration block you want assigned to the

folder and click OK.

6. Add additional configuration blocks for other levels as

needed.

Working with Managed Workspaces in MicroStation

When using managed workspaces in ProjectWise, you will notice

only a few changes to the MicroStation interface.

ManagedWorkspace

Export Dialog

The first time a file that uses a managed workspace is opened, the

Managed Workspace Export dialog will appear showing the

progress of workspace files being copied out of ProjectWise to

the user’s working folder. The dialog will only appear when it is

necessary to add new files or update existing files in the user’s

local cache of workspace files.

Working with Managed Workspaces in MicroStation

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Figure 168: Managed Workspace Export – Progress

WorkspaceConfiguration

Dialog

The Workspace Configuration dialog box will also be slightly

changed to show the configuration blocks and allow for the

editing of configuration block variables.

Opening theWorkspace

Configuration Dialog

1. In MicroStation, choose Workspace > Configuration.

2. The Workspace Configuration dialog box will open, where

you can now add and edit configuration variables using the

same techniques you used to create variables for

configuration blocks.

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Figure 169: Workspace Configuration Dialog Box

3. When you make changes to your Workspace Configuration

in this dialog you will create a personal workspace that is

only accessible via your ProjectWise login.

Working with Managed Workspaces in MicroStation

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NOTE: You can also access your personal workspace through the

ProjectWise Explorer by choosing Tools > Options > Personal

Workspace.

Figure 170: User Properties – Personal Workspace

Local DocumentOrganizer

The Local Document Organizer can now show workspace

components in your working folder. Additionally, you can

manage the workspace.

Viewing Workspace

Copies in the Local

Document Organizer

1. In the ProjectWise Explorer, open the Local Document

Organizer by going to Tools > Local Document Organizer.

2. In the Local Document Organizer choose View >

Workspace Copies.

NOTE

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Figure 171: Local Document Organizer – Workspace Copies

3. You can now use commands such as Purge and Refresh

Local Copy to manage your workspace files.