Bentley ProjectWise Integration

The Bentley ProjectWise integration with Clarity has several requirements:

Install ProjectWise Explorer on the task server. (Prerequisite) On the task server, ensure that you:

Select ProjectWise Integration during installation.
Have the ProjectWise Explorer software installed and configured prior to running tasks.

After the Clarity installation, install the Clarity ProjectWise Integration.
Activate the ProjectWise integration license.

To set up ProjectWise credentials:

On the Server / Settings page, in the Project Plugins tab, enter all the required information in the server (i.e. database/datasource, username and password associated with Clarity.) These credentials are used to interact with ProjectWise.

Then, click Update to complete the process.
(Optional) Once completed, on the Add Project page, add a Project that has the ProjectWise type.

ProjectWise Attribute Mapping

The ProjectWise Check In is a Post Task Action that enables you not only to add/update files in ProjectWise but also the metadata associated with each file. This metadata is conveyed in companion XML files generated by some of the tasks (i.e. PDF, DWG, etc). If there is a matching XML file for a given PDF file, the action will attempt to map the Revit parameters into the ProjectWise Environment. The XML data is information both about the Revit Project as well as the specific views/sheets that were exported in that file.

The Configuration File

The configuration file is an XML file (PWAttributeMapping.xml) that describes how information should be mapped into corresponding ProjectWise attributes. The file is stored in the C:\Program Files\IMAGINiT Technologies\Clarity Central Administrator\TaskActionPlugins folder.

In the GeneralBehavior area, you can configure:

SingleSheet files (where a file, such as PDF, might represent an individual Revit sheet)
MultiSheet files (where a file, such as a PDF, might represent multiple Revit sheets)

For each of the above types of files, you can select:

Map: Select Yes/No when prompted to attempt to map the attributes.
MapOption: You can select None (no parameters), Views (primarily View/Sheet parameters), ProjectInfo (primarily Project Information Parameters), All (try all parameters)

In the ProjectMapping area, there are one or more defined Projects, including the ProjectMapping file named default, used as a baseline for all Projects. You can use the Attribute entries to convert a list of Revit parameters associated with the file into a corresponding list of ProjectWise attributes and values, that will be updated for the given file:

Source: View (the parameter comes from the View), ProjectInfo (the parameter comes from ProjectInformation).
From: The name of the parameter in Revit
To: The name of the ProjectWise attribute

To introduce a different mapping for a Project:

Create another ProjectMapping area with a name that matches the Clarity Project name.