ProjectWise V8i

Web User Manual

for

Subconsultants & Team Members

submitted to

Baker Subconsultants & Team Members

submitted by

Michael Baker Jr., Inc. ProjectWise Support Team

October 12, 2012

Table of Contents
Table of Contents ...................................................................................................................2 LOGGING IN AND CHANGING YOUR PASSWORD .....................................................................3 GETTING STARTED .................................................................................................................6 CREATING YOUR WORKING DIRECTORY ..................................................................................7 HOW TO CHECK OUT FILES .....................................................................................................8 HOW TO CHECK IN FILES.........................................................................................................9 HOW TO IMPORT/CREATE FILES ...........................................................................................10 HOW TO EXPORT FILES .........................................................................................................11 HOW TO IMPORT EXPORTED FILES .......................................................................................12 HOW TO DOWNLOAD FILES ..................................................................................................13 HOW TO USE COPY OUT .......................................................................................................14 SEARCHING FOR A FILE IN PROJECTWISE ...............................................................................15 TROUBLESHOOTING .............................................................................................................16

LOGGING IN AND CHANGING YOUR PASSWORD

Once a ProjectWise account has been created for you, go to the following link to access the Baker ProjectWise system. Select Login in the upper right corner of the screen. https://pw1.mbakercorp.com

Select the Location/Datasource you will be working in: Baker Facilities, Baker Projects, LPA Projects, Utah Projects. Your User Name will be your first name, followed by your last name. Example: John Doe User Name: john.doe Password: Baker supplied password (Case sensitive) * In some cases a middle initial or extra letter will need to be added to the user name. * Baker employees must add bkr\ in front of their user name. Example: bkr\john.doe.

Enter your User Name and Password then select Login. You will only have access to the Location and project folders you are working on.

After ProjectWise accepts your login expand the Documents folder then the Projects folder. You will then see the project or projects that you are working on. What you can see, open or edit is determined by the rights assigned to your account. If you are not able to see, open, edit, create or delete the folders or files you need to, please contact the Baker PM or PWSupport@mbakercorp.com if the PM is not available. Below are the Icons which indicate a documents permissions and status.
Pencil This icon means the document is checked in, and you have permission to modify the document's properties (Read and Write privileges) and/or you have permission to edit the document's attached file (File Read and File Write privileges). Open book You have read-only access to this document, either because your Write and File Write privileges have been turned off for this document, or because the document is not the active version. Lock Document is either checked out or exported by another user. You can still open this document as read-only. Check mark Document is checked out to you. Diskette Document has been exported by you. Final Document is in Final Status.

To change your ProjectWise password, select Tools then Change password. Your new password will need to match these complexity standards. The password is at least eight characters long. The password contains characters from at least three of the following four categories: English uppercase characters (A - Z) English lowercase characters (a - z) Base 10 digits (0 - 9) Non-alphanumeric (for example: !, $, #, or %) Unicode characters For support contact: PWSupport@mbakercorp.com.

GETTING STARTED

Once you are logged into ProjectWise, select the Interface you are instructed to use in the Interface menu bar. Not all projects require this selection. Check with your Baker team member to see if it is needed.

CREATING YOUR WORKING DIRECTORY

Below are instructions on how to use the ProjectWise features: Check Out, Open and Copy Out. When using these features the files are copied to a working directory that you determine. ProjectWise will use this working directory to store files accessed using the features listed above. It is strongly suggested that you never access files from the working directory. It is a temporary storage location for files. The current files will always reside on ProjectWise. Always open files directly from ProjectWise.

When accessing a file for the first time you will be prompted to Select a Working Directory. It is suggested that you create a folder in the default location. Just select OK. Example: C:\pwv8i-web\Baker_Projects\john.doe Once this working directory is created files will be copied here for viewing or editing.

HOW TO CHECK OUT FILES

First, you want to browse to the project/directory that you are working on, just as you would in Windows Explorer. When you find the file you are browsing for, right click and choose Check Out. This will copy the file to your local PC and lock it so others cannot make changes while you are working on it. When a file is checked out, it copies all files that are attached to it including raster files. It also copies files that are attached to your reference files. These files are copied to a predetermined location. It is recommended that you keep your files as clean as possible to help with the speed of file transfer. Only attach files that are needed. * If you right click and choose Open, the file will open and be checked out. * If you get an error while accessing files from ProjectWise, allow the Active X add-on to install by selecting the option below the address bar. Also, see Troubleshooting at the end of this document.

HOW TO CHECK IN FILES

To check a file back in simply save and close the file, then in ProjectWise, right click on the file and select Check In, enter a comment if prompted and select OK. If a file is not Checked In, the file on the server will not be updated and others will have Read Only access. If others need Write access, you will need to Check In the file when you are finished. Always Check In files before exiting ProjectWise.

HOW TO IMPORT/CREATE FILES

To Import or Create Documents in ProjectWise browse to the folder you would like to put the file(s), select Documents then New for a single file or Upload for multiple files. You will then be prompted for the directory where your file(s) is/are located. This will copy the file(s) into ProjectWise so others will have access to it/them.

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HOW TO EXPORT FILES

Files can be exported to work on outside ProjectWise. While the file is exported, it is locked so others cannot change the file. It is then Read Only in ProjectWise.

To Export a file, right click on the file and select Export. You will then be prompted for a location to Export the file. Select a location and then OK. It is very important to document this location because when importing the file back into ProjectWise it will prompt you for the location of the file(s) if they are not in the same location. When a file is exported, it will copy all attached files to the same location. The only file that is locked is the file you exported. All attached files are only copies. Multiple files can be exported at the same time.

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HOW TO IMPORT EXPORTED FILES

Browse to and select the file(s) you exported from ProjectWise, then right click and select Import. If the file(s) is not in the same location it was exported to it will prompt you for a location of the file(s).

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HOW TO DOWNLOAD FILES

Files can be downloaded from ProjectWise. A file that is downloaded from ProjectWise is only a copy. Using Download copies the file you select and the attached files.

To Download a file, right click on the file and select Download. You will then be prompted for a location to download the file. Select a location and then OK. Multiple files can be downloaded at the same time.

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HOW TO USE COPY OUT

Copy Out allows you to copy files from ProjectWise to your local working directory. Copy Out is similar to Check Out, except it copies the file(s) and its attachments without locking it. If a file was previously opened, Copy Out replaces the copy that already exists in your local working directory. Like Check Out, Copy Out copies the files to a predetermined location. Copy Out is used to update files in your local working directory that have been changed or updated in ProjectWise. This option is not used very often.

To use Copy Out, right click on the file and select Copy Out. This will copy the file to your local working directory. When a file is copied out, it copies all files that are attached to it including raster files. It also copies files that are attached to your reference files. It is recommended that you keep your files as clean as possible to help with the speed of file transfer. Only attach files that are needed. Multiple files and/or folders can be selected when using Copy Out.

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SEARCHING FOR A FILE IN PROJECTWISE

Enter a file name in the search field in the upper right corner of the ProjectWise page and select Go. This will search ProjectWise for the file you are looking for. You may use a wildcard to search, but it could take several minutes to locate the file as well as others that match the search criteria. (Example search: Test*.docx)

You may also use the Advanced Search which will give you more options to choose from. Select the Advanced Search link under the search field. Fill in any criteria that you want to search for and click Go. It will display the results of your search in ProjectWise.

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If you get an error while accessing files from ProjectWise, allow the Active X add-on to install by selecting the option below the address bar. Below are some suggested settings that will allow ProjectWise to Open, Download, Check Out, Copy Out and Export files. Configure Internet Explorer security settings 1. For ActiveX controls to work properly in Internet Explorer, go to Tools > Internet Options > Security tab, select Trusted sites, click Custom Level, then make sure the following are set in the Security Settings dialog: Category ActiveX controls and plug-ins Setting Download signed ActiveX controls Download unsigned ActiveX controls Initialize and script ActiveX controls not marked as safe for scripting Run ActiveX controls and plug-ins Script ActiveX controls marked safe for scripting Active Scripting Allow paste operations via script Scripting of Java applets Value Prompt Disable Disable Enable Enable Enable Enable Enable

TROUBLESHOOTING

Scripting

2. (Windows Server 2003 / 2008 only) For downloading to work properly when using Internet Explorer on Windows Server 2003 or 2008, go to Tools > Internet Options > Security tab, select Trusted sites, click Custom Level, then make sure the following are set in the Security Settings dialog: Category Setting Automatic prompting for file Downloads downloads Value Enable

3 . (Windows Vista only) For copy outs to function properly when using Internet Explorer on Windows Vista, go to Tools > Internet Options > Security tab and turn off the setting, Enable Protected Mode.

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Configuring your browser's Trusted Sites list Adding the Web Parts website address and the about:blank website to your browser's Trusted sites list is a requirement for using ProjectWise Web Parts. 1. In Internet Explorer, go to Tools > Internet Options. 2. In the Internet Options dialog, select the Security tab. 3. Select Trusted sites and click the Sites button. 4. In the Trusted sites dialog that opens, type pw1.mbakercorp.com and click Add. 5. Next, type about:blank and click Add. 6. Click OK to close the Trusted sites dialog. 7 . Click OK to close the Internet Options dialog. Turning off your browser's popup blocker Occasionally Web Parts needs to open items in a new window. For example, if you right-click a folder and select Properties when the Properties web part is not present, the properties of the selected folder display in a new window. When your popup blocker is enabled, these additional windows will not open; therefore you should disable the popup blocker in your browser. See your browser's documentation for instructions.

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