Set up and configure the ProjectWise connector

All BA Insight connectors can be downloaded from the Upland Right Answers Portal under Knowledge > BA Insight > Product Downloads > Connectors. This connector is installed with the same generic steps as any BA Insight connector. You must satisfy the Prerequisites for your connector before installing. The configuration specifics are detailed below.

Create and configure the connection

Use the following steps to add a connection Connection defines the how Connectivity Hub connects to your Source System (which contains your documents, graphics, etc.,). Your Connection includes identifying elements such as: URL of the BA Insight web service connector you are using, (File Share connector, SharePoint Online connector, etc.), Authentication mode, User Accounts and Credentials, Database information (for database connectors) to Connectivity Hub:

  1. In Connectivity Hub, navigate to the Connections tab and select New Connection > Web Service Connection.

  2. On the Connect to web service window, enter the following:

    1. In the Web service URL field, enter the web service URL to the connector web service. The URL must be in the following format: http://<host>:<port number>/dataconnector.asmx.

      • <host> is the FQDN, host name, or IP of the server where the connector is installed.

      • <port number> is the port number entered during the installation wizard process.

    2. In the Authentication mode field, select your desired authentication mode from the drop down menu:

      • Use Service Account: The account running the job service and the account running the Connectivity Hub admin site will be granted access.

      • Specify User Account: Enter the credentials of a user account that you want to be granted access.

  3. Click Connect. the page reloads with additional options.

  4. On the Connection Info tab, complete the following fields:

    1. In the Title field, enter a title to use for the connection.

  5. Click the General Settings tab and complete the following information to connect to the ProjectWise connector:

    1. In the Login field, enter the ProjectWise account that will be used to make API calls.

    2. In the Password field, enter the password for the ProjectWise account you specified above.

    3. In the Max concurrent requests field, specify the maximum number of item data requests that can be processed in parallel by the connector. This field must be a positive number or be empty.

    4. In the ProjectWise base url field, enter the base url for your ProjectWise web service. For more information, see the ProjectWise documentation.

    5. In the Repository Name field, enter the name of your ProjectWise repository. For more information, see Create a ProjectWise Storage Device and Repository in the ProjectWise documentation.

  6. After creating your connection, you must create a content source Content Sources do the following: Receive data from the Source System via the Connection, Filter the data it receives, Provide the results to the Target, Define the specific search index that contains the content you wish to index (and later search). to pull the data from your source system Your Source System is the repository where your data is stored (data to be indexed). This repository is managed by applications such as: - SharePoint O365 - SharePoint 2013/16/19 - Documentum - File Share - OpenText - Lotus Notes - etc. Your Source System repository can also be a database such as SQL or Oracle. into Connectivity Hub. For more information, see How to Set Up Your Content Source for Indexing in the Connectivity Hub documentation.

Create and generate your metadata

To create ProjectWise content and generate metadata Provides context with details such as the source, type, owner, and relationships to other data sets. Metadata provides details around the item being crawled by Connectivity Hub., use the following steps:

  1. In Connectivity Hub, navigate to Tasks > New Task.

  2. In the Scope field, select the ProjectWise connection that you created in the previous steps.

  3. In the Job field, select DataStore Load Collects the logical division of your data (data stores) from the source system. Runs on a schedule Logs information according to log level set. This Task retrieves a list of all ProjectWise datasource storage areas.

  4. Click Create.

  5. Return to the Tasks page and click New Task.

  6. In the Job field, select DataStore Types Load job Collects the types of data from your source system. Runs on a set schedule. Requires a log level which logs information. This task will return all metadata specific to Document, LogicalSet and FlatSet type data.

  7. Click Create.

  8. Navigate to the Content Source page, click the Content Source associated with your connector > > Metadata > Generate, and generate metadata for the newly created ProjectWise Content.