aecosim v8i (selectseries 4) deployment guide: v8i managed ... · this document: is intended to...

AECOsim Building Designer V8i Deployment Guide ProjectWise Managed Workspace

Copyright © 2012 Bentley Systems, Incorporated| AECOsim Building Designer Technote 1

AECOsim Building Designer V8i (SELECTseries 4) Deployment Guide: ProjectWise V8i Managed Workspaces Version 2.2 – May 2013 AECOsim Building Designer V8i (SELECTseries 4) with ProjectWise V8i (SELECTseries 4) or later:

Deployment Guide Intro:

This document: is intended to provide recommendations and implementation guidance for integration of the AECOsim

Building Designer V8i (SELECTseries 4) 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.

Restriction and Limitations of integrating Building Application in a ProjectWise Managed workspace

AECOsim Building Designer V8i (SELECTseries 4) is compatible with a ProjectWise Integration Server V8i (SELECTseries 3) or (SELECTseries 4) and requires a ProjectWise Explorer Client (SELECTseries 4)

If you have an existing ProjectWise Manage workspace deployment of AECOsim Building Designer V8i (SELECTseries 3) , Please note: The AECOsim Building Designer V8i, (SELECTseries 4) datasets are not backwards compatible with AECOsim Building Designer V8i (SELECTseries 3). Therefore, we encourage user to create a new and separate workspace and dataset dedicated for use with AECOsim Building Designer V8i (SELECTseries 4)

The Trane Ductulator and the RAM Viewer have not been ProjectWise integrated and may not benefit from ProjectWise Managed Workspaces.

The Electrical portion of AECOsim Building Designer will have the following limitation 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



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 the Bentley’s Building Professional Service Group for 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 2010 and is not supported with AECOsim Building Designer V8i using a managed workspace.

ProjectWise managed workspace does not support an offline or briefcase mode. PW manage workspace require an active connection to a PW server.

PW 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.

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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, dataset 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…).



Overview of Steps:

1. Import Workspace & Dataset files into PW, using Manage Workspace Wizard. (approx. 30+ Min) 2. Import Project Configuration File(s) to ProjectWise Configuration Setting Blocks, using Manage

Workspace Wizard. (approx. 10 min) 3. Add/Edit ProjectWise CSBs (approx.5 Min) 4. Add exclusions (approx.5 Min) 5. ProjectWise Application Definition (approx. 5 min ) 6. Link CSBs to Projects / Groups (approx.5 Min) 7. Test/Validate (Troubleshoot) Addendum: Step by Step Guide to create Predefined CSBs * Time estimates are approximate based on

out‐of‐the‐box configuration and a remote connection to the PW server. Individual results may vary.

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Step 3: 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_Ss4

Create a new ‘Global’ level CSB called Global_Variables

Create a new ‘Project’ level CSB called Dynamic_Project

Create a new ‘Project’ level CSB called Dynamic_Dataset

Create a new ‘Project’ level CSB to support IFC Dataset Extensions (New is Ss4)

Edit ‘Project’ CSB File to support Project Data

If you are not familiar with creating/editing CSB files, please refer to the Addendum at the end of this document for a step by step guide that will walk you through the process of creating one.

Create a new ‘Predefined’ level CSB for AECOsim Building Designer Electrical (This CSB will define how the Electrical portion of AECOsim Building Designer to 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 manage 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



2. In the New Configuration Block Properties, enter the name ABD_Electrical_Ss4 and the description:

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ctrical_Ss4C

S_DBDIR

ctrical Central

eration Type: ue Type: Direue: \\<Server

nes the electr

nt to the proj

inable. This fo

naged by Proj

elements cou

Naming Conv

and access to

he ProjectWis

y created for

nage director

uration issuesat C:\Programesigner\Serve

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rical centraliz

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o a centralize

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cific database

ormation abou

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ctory destina

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orresponding

alized location

e.

ged workspaOsimBuilding

ote 19

JECTNAME)\_

ion.

ojectWise.

e files that

ut building

_bbes folder.

ation allow fo

ROJECTNAME

g directory

n since

ce, refer to gDesigner

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r



The Final ABD_Electrical_Ss4 CSB:

Method 2: Integrated Electrical


AEC

COsim Buildin

2.

ng Designer V

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. In the New

description

ABD_Elect

V8i Deployme

ht © 2012 Be

w Configuratio

n: ABD Electr

trical_Local Pr

nt Guide P

entley System

on Block Prop

rical Local. O

roperties.

ProjectWise

ms, Incorporat

perties, enter

nce complete

Managed W

ted| AECOsim

r the name AB

e click Apply.

Workspace

m Building Des

BD_Electrical_

The dialog tit

signer Techno

l_Local and th

tle will chang

ote 21

he

ge to

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3

ng Designer V

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. Add the fo

AddV

Note: $(_UST

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ollowing varia

Variabletot

Name

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bles and/or d

heABD_Elec

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OperatioValue TyValue: $

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the use of () inED_WORKSPA

ProjectWise

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directives:

ctrical_Loca

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orkspace Roo

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nstead of the ACEROOT), thi

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alCSB

OOT

ot

Assignment

TALLED_WOR

traditional {}is is critical.

Workspace

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RKSPACEROO

} in defining

signer Techno

OT)

ote 22

AEC

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ng Designer V

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AddV

V8i Deployme

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Variabletot

Name

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Add Value

Locked

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“Dataset_U

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dataset nam

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AECOsim B

nt Guide P

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heABD_Elec

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n Electric

OperatValue TValue:

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esigner. If a lo

tc..) is installe

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DATASETNAM

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e must point t

e default deli

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alCSB

ME

aset Name

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just the datas

ataset used b

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al dataset. In

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versions of A

esigner (ie Ch

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se or even the

configuration

ts configuratio

ote 23

s defaulted to

ECOsim

hinese,

Ok, if the

e project,

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on variables.

o

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AddV

V8i Deployme

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Variabletot

Name

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Add Value

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entley System

heABD_Elec

BBES_

n BBES D

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DATASETS

Datasets

tion Type: '='‐Type: Directo $(BBES_WO

Managed W

ted| AECOsim

alCSB

‐ Assignmentory ORKSPACEROO

Workspace

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t

OT)/BuildingD

signer Techno

Datasets/

ote 24

AEC

COsim Buildin

ng Designer V

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The Fi

V8i Deployme

ht © 2012 Be

nal ABD_Elec

nt Guide P

entley System

ctrical_Local C

ProjectWise

ms, Incorporat

CSB:

Managed W

ted| AECOsim

Workspace

m Building Des

signer Technoote 25



Create a new ‘Predefined’ level CSB for AECOsim Building Designer called ABD_Workspace_Ss4 ‐ THIS IS A CRITICAL TASK!

(This CSB will make the vital connection between the CSBs and the ProjectWise datasource.)


2. In the New Configuration Block Properties, enter the name ABD_Workspace_Ss4 and the description ABD

Workspace (SELECTseries 4). Once complete, click Apply. The dialog title will change to

ABD_Workspace_Ss4 Properties.

3. Add the following variables and/or directives:

AEC

COsim Buildin

A

Nby

ng Designer V

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AddVariable

Note: _TF_WOy AECOsim Bu

Tip: SinSs4 SEYou comonik

Tip: Yoexamp08.11.monik

V8i Deployme

ht © 2012 Be

etotheABD_

Name

Description

Add Value

Locked

ORKSPACEROOuilding Design

nce WorkspaELECTseries mould also use ter.

ou can use theple, change th09.5xx Workser or applicat

nt Guide P

entley System

_Workspace

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ABD PW

OperatiValue TValue: pw:\\<sBuilding

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OT defines thner.

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e CSB descriphe descriptionspace Root, thtion versions.

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he root works

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ption to organn of Workspachis will allow

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(_TF_WORKS

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space director

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nize and manaceRoot_Ss4 Cus to sort CSB

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ry containing

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age collectionCSB to "Ss4 WB description

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Workspace, bocuments\AE

all workspac

4 CSB includekspace versionthe SELECTse

n of CSB. For Workspace Roo by SELECTser

ote 27

browse to ECOsim

ce files used

es the ns. ries

ot" or ries

AEC

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A

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AddVariable

Name

Descri

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Locked

Note: _USTN_workspace “sta

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etotheABD_

_U

ption A

alue OVV

d YE

SITE defines tandards”.

nt Guide P

entley System

_Workspace

USTN_SITE

BD PW Stand

peration Typalue Type: Stalue: $(_TF_W

ES

the directory

ProjectWise

ms, Incorporat

e_Ss4CSB

dards (_USTN_

e: '='‐ Assignmring WORKSPACE

containing si

Managed W

ted| AECOsim

_SITE)

ment

ROOT)standa

ite configurat

Workspace

m Building Des

ards/

tion files, oth

signer Techno

erwise known

ote 28

n as

AEC

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A

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AddDirectiv

V8i Deployme

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etotheABD

Directive

Descriptio

Add Value

Note: This dprevious ste

nt Guide P

entley System

D_Workspace

%inclu

on ABD E

e ValueValueOR Value

directive is deep

ProjectWise

ms, Incorporat

e_Ss4CSB

ude

Electrical

e type: Confige: ABD_Electr

e: ABD_Electr

ependent on t

Managed W

ted| AECOsim

guration Settinical_Ss4: ABD

ical_Ss4: ABD

the Electrical

Workspace

m Building Des

ng Block D_Electrical (S

D_Electrical_L

integration m

signer Techno

SELECTseries

Local

method select

ote 29

4)

ted in a

AEC

COsim Buildin

T

ng Designer V

Copyrig

TheFinalABD

V8i Deployme

ht © 2012 Be

D_Workspac

nt Guide P

entley System

ce_Ss4CSB:

ProjectWise

ms, Incorporat

Managed W

ted| AECOsim

Workspace

m Building Des

signer Technoote 30

AEC

COsim Buildin

Create n

1

2.

3.

ng Designer V

Copyrig

ew ‘Global’

. In ProjectWthe ‘Globa

. In the New

Global Var

Properties

. Add the fo

V8i Deployme

ht © 2012 Be

level CSB ca

Wise Adminisl’ Level and s

w Configuratio

riables. Once

.

ollowing varia

nt Guide P

entley System

alled Global_

strator , undeselect New> C

on Block Prop

complete cli

bles and/or d

ProjectWise

ms, Incorporat

_Variables

r Workspace Configuration

perties, enter

ck Apply. The

directives:

Managed W

ted| AECOsim

Profiles>Man Block

r the name Gl

e dialog title w

Workspace

m Building Des

naged>Globa

lobal_Variabl

will change to

signer Techno

al, right mous

les and the de

o Global_Vari

ote 31

e click over

escription

iables

AEC

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AddVari

T

ng Designer V

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iabletothe

Note: for Ad

TheFinalGlo

V8i Deployme

ht © 2012 Be

Global_Vari

Name

Descript

Add Val

Locked

_USTN_DISPLministrators

obal_Variabl

nt Guide P

entley System

ablesCSB‐

_US

tion Dis

ue OpeValVal

YES

LAYALLCFGVAduring certifi

lesCSB:

ProjectWise

ms, Incorporat

STN_DISPLAY

play All Confi

eration Type:ue Type: Strinue: 1

S

ARS displays acation and de

Managed W

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iguration Var

: '='‐ Assignmng

all system levebugging.

Workspace

m Building Des

S

iables

ment

vel configurat

signer Techno

tion variable a

ote 32

and is useful



Create a new ‘Project’ level CSB called Dynamic_Project

Perform the following configuration options depending on the method of Project integration with ProjectWise. (Please consult your ProjectWise implementation team as to the appropriate method for project integration)

Preferredmethod:ProjectSupportwithProjectWiseProjectsIf your projects folders have been promoted to PW projects, then the _USTN_PROJECTDATA 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.

AEC

COsim Buildin

Create a

ng Designer V

Copyrig

new ‘Projec(Thpr

1. In cli

2. In

de

Dy

3. Ad

V8i Deployme

ht © 2012 Be

ct’ level CSBhis CSB will moject.)

ProjectWise ck over the ‘P

the New Con

escription Dyn

ynamic_Proje

dd the followi

nt Guide P

entley System

B called "Dynmake the vital

AdministratoPredefined’ L

nfiguration Blo

namic Project

ect Properties

ing variables

ProjectWise

ms, Incorporat

namic_Proje connection b

or , under Woevel and sele

ock Propertie

t. Once comp

.

and/or direct

Managed W

ted| AECOsim

ect “ between the

orkspace Profiect New> Conf

es, enter the n

plete click Ap

tives:

Workspace

m Building Des

project CSBs

iles>Managedfiguration Blo

name Dynam

pply. The dialo

signer Techno

and the Proje

d>Project, rigock

mic_Project an

og title will ch

ote 34

ectWise

ght mouse

nd the

hange to

AEC

COsim Buildin

A

ng Designer V

Copyrig

AddVariable

Tip: ThProThcopa

V8i Deployme

ht © 2012 Be

etotheDyna

Name

Description

Add Value

Locked

he configuratioojectWise Projis could resolvnfiguration vararent ProjectW

nt Guide P

entley System

amic_Projec

_USTN_

ProjectW

OperatioValue TyValue: $

YES

on variable dmsect definition ie to a single pariable dms_pa

Wise Project .

ProjectWise

ms, Incorporat

ctCSB

_PROJECTDAT

Wise Project

on Type: '='‐Aype: String $(dms_projec

s_project(_DGit encounters aarent Project (wrentproject(_D

Managed W

ted| AECOsim

TA

Assignment

ct(_DGNDIR))

GNDIR) resolvesas it traverses bwith no subproDGNDIR) resolv

Workspace

m Building Des

)

s the directory backwards throojects) or a Subves the director

signer Techno

path to the firough the direcbproject. The ry path to only

ote 35

rst tories.

y the

AEC

COsim Buildin

A

ng Designer V

Copyrig

AddVariable

Tip: Tnaenbe

V8i Deployme

ht © 2012 Be

etotheDyna

Name

Description

Add Value

Locked

The configuratame based onncounters as ie required or u

nt Guide P

entley System

amic_Projec

_USTN_

Project

OperatValue TValue:

YES

tion variable Ln the directoryit traverses baused in other

ProjectWise

ms, Incorporat

ctCSB

_PROJECTNA

tWise Project

tion Type: '='‐Type: String $(LastDirPiec

LastDirPiece(y path to the fackwards throCSB.

Managed W

ted| AECOsim

AME

t Name

‐ Assignment

ce (dms_proj

(dms_project(first ProjectWough the dire

Workspace

m Building Des

ject(_DGNDIR

(_DGNDIR)) rWise Project dectories. This p

signer Techno

R)))

resolves the pdefinition it project name

ote 36

roject

e may

AEC

COsim Buildin

T

ng Designer V

Copyrig

TheFinalDy

V8i Deployme

ht © 2012 Be

namic_Proje

nt Guide P

entley System

ectCSB:

ProjectWise

ms, Incorporat

Managed W

ted| AECOsim

Workspace

m Building Des

signer Technoote 37

AEC

COsim Buildin

C

ng Designer V

Copyrig

reate a new(Thda

1. In cli

2. In

de

Dy

3. Ad

V8i Deployme

ht © 2012 Be

w ‘Project’ lehis CSB will mataset.)

ProjectWise ck over the ‘P

the New Con

escription: Dy

ynamic_Datas

dd the followi

nt Guide P

entley System

evel CSB callemake the vital

AdministratoPredefined’ L

nfiguration Blo

ynamic Datas

set Properties

ing variables

ProjectWise

ms, Incorporat

ed "Dynami connection b

or , under Woevel and sele

ock Propertie

set. Once com

s.

and/or direct

Managed W

ted| AECOsim

ic_Dataset “between the

orkspace Profiect New> Conf

es, enter the n

mplete click A

tives:

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“ project CSBs

iles>Managedfiguration Blo

name Dynam

Apply. The dia

signer Techno

and the appr

d>Project, rigock

mic_Dataset a

alog title will c

ote 38

ropriate

ght mouse

and the

change to

AEC

COsim Buildin

A

T

ng Designer V

Copyrig

AddDirectiv

Note: Thisfrom proje

TheFinalDy

V8i Deployme

ht © 2012 Be

etotheDyn

Directive

Description

Add Value

CSB include tect to projects

namic_Data

nt Guide P

entley System

namic_Datas

%inclu

n Includ

Value Value:

the configuras, this CSB wi

asetCSB:

ProjectWise

ms, Incorporat

setCSB

ude

e Dataset Co

type: String: $(TFDIR)dat

ation file assoll ensure the

Managed W

ted| AECOsim

nfiguration F

aset.cfg

ociated with ecorrect supp

Workspace

m Building Des

File

each datasetsporting config

signer Techno

s, If the dataseuration file w

ote 39

et changes will be loaded.



Create a new ‘Project’ level CSB to support IFC Dataset Extensions (New is Ss4)

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 this 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 to the dataset extensions.)

1. In ProjectWise Administrator , under Workspace Profiles>Managed>Project, right mouse

click over the ‘Project’ Level and select New> Configuration Block

AEC

COsim Buildinng Designer V

Copyrig

2. In

de

ch

V8i Deployme

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the New Con

escription IFC2

ange to IFC2x

nt Guide P

entley System

nfiguration Blo

2x3 Dataset E

x3_Extension

ProjectWise

ms, Incorporat

ock Propertie

Extension. O

n Properties.

Managed W

ted| AECOsim

es, enter the n

Once complete

Workspace

m Building Des

name IFC2x3

e click Apply.

signer Techno

Extension an

The dialog ti

ote 41

nd the

tle will

AEC

COsim Buildin

A

ng Designer V

Copyrig

AddVariable

3. SwVa

4. Ad

V8i Deployme

ht © 2012 Be

etotheIFC2

witch to the Cariable. dd the followi

Name

Description

Add Value

Locked

nt Guide P

entley System

2x3Extension

Configuration

ing Variable

IFC_PRO

Enable I

OperatioValue TyValue: 1

YES

ProjectWise

ms, Incorporat

nCSB

tab, Select th

OJECT

FC2x3 Datase

on Type: '='‐Aype: String 1

Managed W

ted| AECOsim

he ‘+’ (plus) ic

et Extension

Assignment

Workspace

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con and selec

signer Techno

ct the option t

ote 42

to Add

AEC

COsim Buildin

A

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AddDirectiv

5. In 6. Ad

7. Se8. Se

V8i Deployme

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etotheIFC2

the Configurdd the followi

Directive

Description

Add Value

elect OK on thelect OK on th

nt Guide P

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2x3Extensio

ation tab, Seling Directive.

%includ

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Value tyValue: $

he Modify Dirhe Project CS

ProjectWise

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lect the ‘+’ (p

e

Dataset Conf

ype: String $(IFCDIR)data

rective dialogB’s propertie

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figuration File

set.cfg

g accept the des dialog to sa

Workspace

m Building Des

select the op

e

directive assigave changes

signer Techno

ption to Add D

gnment

ote 43

Directive.



Create a new ‘Project’ Level CSB called " IFC2x3 + FM Handover Extension “ (This CSB will make the vital connection between to the dataset extensions.)

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.



AddVariabletotheIFC2x3ExtensionCSB

3. Switch to the Configuration tab, Select the ‘+’ (plus) icon and select the option to Add Variable.

4. Add the following Variable.

Name IFC_PROJECT

Description Enable IFC2x3 + FM Handover Dataset Extension

Add Value Operation Type: '='‐Assignment Value Type: String Value: 2

Locked YES

AEC

COsim Buildin

A

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AddDirectiv

5. In 6. Ad

7. Se8. Se

V8i Deployme

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etotheIFC2

the Configurdd the followi

Directive

Description

Add Value


nt Guide P

entley System

2x3Extensi

ation tab, Seling Directive.

%includ

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Value tyValue: $


ProjectWise

ms, Incorporat

onCSB

lect the ‘+’ (p

e

Dataset Conf

ype: String $(IFCDIR)data


Managed W

ted| AECOsim

lus) icon and

figuration File

set.cfg


Workspace

m Building Des

select the op

e


signer Techno

ption to Add D

gnment

ote 46

Directive.

AEC

COsim Buildin

Edit ‘Proj

In

Inwit

Inthp

In

ng Designer V

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ject’ CSB Fil

n this step, yo

Ap

Ap

Ap

n ProjectWisewas imported to open it fo

n the Configurhe “_USTN_Panel or highli

n this Project

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e to support

ou are going t

ppend ‘Projec

ppend ‘Projec

pply Dataset E

e Administratofrom the pror editing.

ration tab, loROJECTDESCRght this sectio

CSB file, click

nt Guide P

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t Project Da

o complete t

ct’ CSB to inc

ct’ CSB to inc

Extensions to

or , under Woject configura

cate and inseR” text. This on as displaye

k the plus icon

ProjectWise

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ta (New in Ss

he following

clude Dynami

clude Dynami

a Project (Ne

orkspace Profation file ( .pc

ert you cursorwill either insed below, eit

n “+” and add

Managed W

ted| AECOsim

s4)

tasks:

ic_Project CS

ic_Dataset C

ew in Ss4)

files>Managecf) in Step 2 (

r at the top ofsert your cursther is accept

d the followin

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m Building Des

SB

SB

ed>Project, loBuildingTemp

f the text presor at the begable.

ng directive:

signer Techno

ocate the Projplate_US) and

eview panel, jginning of the

ote 47

ject CSB that d double click

ust before e text preview

k

w

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A

B

In

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AddDirectiv

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ack in the Con

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etothepro

Directive

Description

Add Value

his include sta

nfiguration ta

CSB file, click

nt Guide P

entley System

jectconfigu

%inclu

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of project CSB

om of the text

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t preview pan

ote 48

CSB)

nel.

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AddDirectiv

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etothepro

Directive

Description

Add Value

de statement

nt Guide P

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jectconfigu

%inclu

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Value Value:

needs to be i

ProjectWise

ms, Incorporat

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mic Dataset

type: Configu: Dynamic_Da

inserted at th

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uration Settinataset: Dynam

he bottom of

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m Building Des

ng Block mic Dataset

project CSB

signer Technoote 49



Apply Dataset Extensions to a Project (New in Ss4) Before you can extend a project with a dataset extension in ProjectWise, you MUST first remove the configuration variable definition for IFC_PROJECT which is automatically included from importing the project configuration files into Project CSBs

Back in the Configuration tab, locate the variable IFC_PROJECT, it can be found towards the bottom of the text preview panel. Insert you cursor over the IFC_PROJECT variable. This will highlight the entire variable definition, as indicated in the image below. Then, click the “X” icon to delete this variable from the Project CSB and select ‘Apply’ to save these changes.

There are two methods in ProjectWise in which a project can be extended with the Dataset Extension. (Pick one)

1. Add Directive to source Project CSB ‐ Add either the IFC2x3 Extension or the IFC2x3 + FM Handover Extension CSB to the source Project CSB that represents the project configuration file (pcf)

2. Add CSB to ProjectWise Project Workspace Properties (Recommend Method) ‐ Add either the IFC2x3 Extension or the IFC2x3 + FM Handover Extension CSB to ProjectWise Project workspace properties.

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Step 4: 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 the following can be excluded:

MS_DESIGNDIR ( supports Project Explorer harvesting of Dynamic Views‐ optional)

MS_DRAWINGDIR (supports for Project Explorer harvesting of Dynamic Views ‐ optional)

MS_SHEETDIR (supports for Project Explorer harvesting of Dynamic Views ‐ optional)

TF_DRAWINGS (supports 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 5: 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 application 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. ProjectWise V8i (SELECTseries 4) is 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 initiation in a ProjectWise Managed Workspace. In the event the applications 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 4)

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6. Since AECOsim Building Designer is a multi‐disciplinary application, we will want to create addition application actions, so we can take advantage of the ProjectWise’s “open with” options to open files in a 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 AECOsim Building Designer‐ 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 – Structural

Action Open

Program description AECOsim Building Designer ‐ Structural


Command line arguments ‐wsBB_DISCIPLINE= Structural



Create application association for Open Action with AECOsim Building Designer – Mechanical

Action Open

Program description AECOsim Building Designer ‐ Mechanical


Command line arguments ‐wsBB_DISCIPLINE=Architectural



Create application association for Open Action with AECOsim Building Designer – Electrical

Action Open

Program description AECOsim Building Designer ‐ Electrical


Command line arguments ‐wsBB_DISCIPLINE=Architectural



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Create application association for Markup Action with Bentley Navigator

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Program description Bentley Navigator

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Create application association for Print Action with AECOsim Building Designer

Action Open

Program description AECOsim Building Designer


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Step 6: 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 Ss4\Managed Workspace\Projects\BuildingExamples\BuildingTemplate_US\), right‐click, and get the properties of this folder. Select the Workspace Tab.

Associate the Predefined Workspace with Predefined CSB called "ABD_Workspace_Ss4".

*(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 "BuildingTemplate_US"

* 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 or Personal Workspace)

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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 application, you can verify you are successfully using a ProjectWise Manage 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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Click OK to close the Edit Value dialog, returning to the <New variable> dialog.

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6. Click Apply to accept the variable definition

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