User Frequently Asked Questions - Bentley … · OpenRoads Navigator ... logged into another...

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OpenRoadsNavigator

User Frequently Asked Questions

How do I get started? ....................................................................................................................... 2

What devices and OS versions are supported? ............................................................................... 2

Are there any known issues in the first release? ............................................................................. 2

How do I create a Connect account? ............................................................................................... 3

How Do I create a CONNECT project? .............................................................................................. 4

How do I create a custom form to use in Issues in ORN? ................................................................ 5

What software do I use to transfer files from my laptop / desktop to the iOS device? .................. 7

How do I set up ProjectWise? .......................................................................................................... 7

Setting up the PW repository on the mobile device .............................................................. 7

Accessing Files in ProjectWise .............................................................................................. 10

How do I transfer files from my laptop / desktop to the iOS device and back Using iTunes? ....... 10

How do I open files on the device in OpenRoads Navigator? ........................................................ 13

How do I Use DropBox, Google Drive, etc. in OpenRoads Navigator? ........................................... 17

How do I delete files in OpenRoads Navigator?............................................................................. 19

How do I end a process that has locked up or froze? .................................................................... 19

OpenRoads Navigator




HOW DO I GET STARTED?

The following steps are how to get started:

1. Using the Apple invitation, download Test Flight from the app store and then download

OpenRoads Navigator (ORN) by clicking on the link in the invite. Note ORN is not available in

the apps store, only by invitation.

2. Create i-models or use the sample provided within the app. You can use ProjectWise (if you

have web gateway services set up ) or third party file sharing such as iTunes, Dropbox, etc.

Note There is a known issue where Dropbox gives an error message after exporting,

however, the file is located in the OnDevice folder.

3. Create a CONNECT project. This is done by logging into connect.bentley.com with your Bentley

web credentials (whatever you use for logging into BE Communities.)

4. On your iPad, click on the ORN icon and log in. (Same Bentley web credentials.) Note if you are

logged into another Bentley mobile app, they use the same log in, so the login screen is

bypassed.

5. In the upper right corner, click Change Project. In the Select Project dialog, click on the star (to

change it to gold to make it your favorite if you want) select your project. Note only those

projects created by your organization are visible. Once you have changed projects, the name of

your current project is displayed at the top of the screen.

6. Select your i-model from ProjectWise or third party file sharing and you’re ready to go.

WHAT DEVICES AND OS VERSIONS ARE SUPPORTED?

Currently only iPads running iOS 9 or later are supported. It does not work on iPhones.

ARE THERE ANY KNOWN ISSUES IN THE FIRST RELEASE?

There are two known issues:

• In the CONNECT project administration, customizing the form is supported. However, if either of

the required fields (Subject, Closed) have modified display fields beginning with a number, the

issues tools on the mobile device will crash. Using the default form as is or with fields beginning

with an alpha character work as expected.

• No form for the sample project.

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HOW DO I CREATE A CONNECT ACCOUNT?

Creating a CONNECT account is easy, and you may already have one. If you log into any of Bentley’s web

services (i.e., LEARN, BE Comunities) or use other Bentley mobile apps, you already have a logon. There

is no charge to sign up for CONNECT.

1. Go to https://connect.bentley.com/.

2. Click Register at the bottom of the

dialog.

3. Populate the Create your Profile dialog

and click Submit.

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HOW DO I CREATE A CONNECT PROJECT?

Creating a project is simple and quick and is done from any web browser. You should create a project, as

the Sample Project does not have full functionality (such as creating and editing issues). You can also

customize the form used for Issues on a per project basis.

1. Go to https://connect.bentley.com/.

2. Log in using your Bentley web credentials (what you use to log into BE Communities). If you

don’t have a login, click Register at the bottom and create one.

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3. Note your layout may differ, but look for the section with Recent Projects and click New.

4. Add required information, then click Save.

5. You may create a custom form for your project, but that is not required.

6.

HOW DO I CREATE A CUSTOM FORM TO USE IN ISSUES IN ORN? 1. Go to https://connect.bentley.com/.

OpenRoads Navigator




2. Log in using your Bentley web credentials (what you use to log into BE Communities).

3. In the Recent Project section, select the project whose form you want to create / edit.

Known Issue: Do NOT change the name from Default. You won’t be able to find

your form.

4. This one is the completed example I used. To add a field, single click on it in the left listing and

it will appear in the display section. You can change the order just by grabbing onto the item in

the display section and moving. To edit the Display Name or add a pick list, click on the pencil.

To delete an item, click on the trash can. You can use items in the left listing multiple times. Be

sure to click Save (upper right corner) when done. You can always come back in a later session

and tweak, if desired. The updated form will appear in the mobile device the next time you

create or edit an issue.

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WHAT SOFTWARE DO I USE TO TRANSFER FILES FROM MY LAPTOP /

DESKTOP TO THE IOS DEVICE?

ProjectWise is the preferred solution and is integrated into ORN. If your organization does not utilize

ProjectWise, the files can be transferred via iTunes file sharing, Dropbox, Google Drive, etc. Since we do

not make any changes to the i-model file, there is no need to transfer from the mobile device back to a

laptop or other device.

HOW DO I SET UP PROJECTWISE?

Note This feature was added to OpenRoads Mobile in version 05.04.01.005.

In order to integrate with ProjectWise, you need two items:

• Web Services Gateway connection on your ProjectWise server

• Repository where you have .i-model files.

You may need a VPN if you are outside your user network. Contact your IT support person for more

details.

The “ws” stands for Web Services Gateway, a Bentley technology that allows us to interact with various

repository types behind a web service. When Web Services Gateway is setup on a ProjectWise server, it

allows us to interact with ProjectWise without knowing (or caring) that ProjectWise is running in the

background.

SETTING UP THE PW REPOSITORY ON THE MOBILE DEVICE

1. From your desktop using PW client or web browser, determine where your .i-model files are

located and note the datasource and folder path within ProjectWise.

2. Tap the OpenRoads Navigator icon on your mobile device.

OpenRoads Navigator




3. At the Open screen, tap Add Repository on the listing panel on the left side of the screen.

4. In the Server URL field, key in the Web Services Gateway connection.

3

4

5

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5. Tap Go. An icon is displayed indicating it is searching for repositories.

6. When the listing is complete, fill in the rest of the dialog by selecting the Repository, and

adding your ProjectWise Username and Password (not your web login, but your domain login).

It is not case sensitive. You can also add an optional Name and Description.

7. Tap Continue in the upper right corner to complete the process. The repository is added to the

listing in the left panel.

OpenRoads Navigator




ACCESSING FILES IN PROJECTWISE

1. On your mobile device, tap on the OpenRoads Navigator icon.

2. In the Open screen, tap on the Repository in the left panel, in this example, Alpo.

3. Tap through the hierarchy to the folder with your i-models. To move up the tree, click on the

path shown at the top of the listing.

4. If it is a one-time view, then just click on the File. If you want to persist on the device, be sure

to click on the star toggle on the right side to add to Favorites. The gold star indicates it’s a

Favorite.

5. Once a file name has been tapped, the Loading Data… message is displayed. When

downloading is complete, the file is automatically opens in the I-model view.

6. Select the view to open the file.

7.

HOW DO I TRANSFER FILES FROM MY LAPTOP / DESKTOP TO THE IOS

DEVICE AND BACK USING ITUNES?

1. Load iTunes on your laptop / desktop, if you do not already have it loaded.

2. On your laptop, open iTunes.

3. Connect your iOS device to your laptop via USB cable. You should see the ipad icon at the top if the

connection is made.

OpenRoads Navigator




4. Click on the iPad icon.

5. In the Settings listing on the left side, click Apps.

OpenRoads Navigator




6. Using the main scroll arrows, scroll down to the File Sharing section. Then within section, scroll down

and tap on OpenRoads.

7. To add files, click the Add File at the bottom of the file listing, which opens the File Manager on your

laptop / desktop. Select a single or multiple files to add.

8. The Save As.. button can be used to transfer files from the device back to the laptop / desktop.

9. Tap Sync to commence transferring.

OpenRoads Navigator




HOW DO I OPEN FILES ON THE DEVICE IN OPENROADS NAVIGATOR?

Prerequisite: Create a Connect account on the test server.

Complete any file sharing to get the files onto the device.

1. Tap on the OpenRoads icon.

2. Log into Connect using your Bentley

“web” credentials (i.e., what you use to

log into BE Communities.) Note it

doesn’t show you are logged in, but the

password field has dots in it.

3. Note all mobile apps use single sign-

on. So if you are already logged into

another app on the same device, you

will bypass this screen.

Note The first time you access ORN, the Help file opens. You can scroll through to see

the various features. When done, click Done in the upper right corner to open the

File Open screen.

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4. A Sample Project is provided if you don’t have any i-models and just want to get

familiar.

5. (Skip this step if you are using the Sample Project.) From the Open screen, tap Change Project

in the upper right corner to select your CONNECT project. Once this is set, it will remain in the

same project for subsequent sessions.

6. (Skip this step if you are using the Sample Project.) If you are using ProjectWise, now is the time

to add your Repository. If you are using a third party file sharing app, see the iTunes or

Dropbox section.

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7. Tap to display the i-models and select the one to open.

8. The i-models index screen is displayed. If there are no saved views in the i-model, a default

thumbnail is displayed. Tap on the desired thumbnail.

9. Your i-model is open and ORN tools are available.

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10.

11.

12.

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HOW DO I USE DROPBOX, GOOGLE DRIVE, ETC. IN OPENROADS

NAVIGATOR?

Prerequisite: Create a Connect account.

Note Note the process is similar for other file sharing software, but DropBox is used as an

example.

1. Tap on the DropBox icon.

2. Select the desired file, and a message is displayed that no preview is available. Click the icon at

the top of the screen.

3. The options panel is displayed. Click the Open In… icon.

OpenRoads Navigator




4. Select the OpenRoads Navigator icon. Note you may need to scroll over to see it. A message is

displayed “Exporting File.”

5. Below the Sample Project is an On Device icon. If you do not see this option, you are not

logged into Connect. If your i-model does not open automatically, tap On Device.

6. Tap to display the files and select the one to open. If there are multiple saved views, the views

are displayed. Tap on the desired view to open.

OpenRoads Navigator




HOW DO I DELETE FILES IN OPENROADS NAVIGATOR? 1. Click the “On Device” button to go to the open screen with the list of models on the device

associated with OpenRoads Navigator.

2. “Swipe with one finger to the left” on top of a model thumbnail to get the delete option (red

button in upper right corner of thumbnail). Tap Delete.

3. Note this also works in the listing view in addition to thumbnail view.

HOW DO I END A PROCESS THAT HAS LOCKED UP OR FROZE? 1. "Double click" the one button on the iPad. That shows all of your open apps (including Open

Roads Navigator).

2. Then you can "swipe up" on the app to dismiss it.

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