Configure EDMS Server dialog box

Use this dialog box to configure the connection between Project Center and an EDMS Server.

After you configure the connection, you can add EDMS folders to projects using the Edit Project Settings dialog box.

Connection Name

Enter a unique name for the connection. This is the name that appears throughout Project Center when selecting files and folders. Best practice is to be brief, but use a name that users can easily identify as the EDMS system.

EDMS Server Type

Select the type of EDMS server you are connecting to from the drop-down list: BIM 360, FileNet EDMS Plugin, ProjectWise EDMS Plugin, or SharePoint EDMS Plugin.

Connection Information

This section changes based on the option selected in the EDMS Server Type field above. All four options are described here.

BIM 360

Client ID

The BIM 360 app ID generated during the Forge App configuration process.

Client Secret

The BIM 360 app client secret generated during the Forge App configuration process.

For details on setting up the BIM 360 EDMS connector, please see the following KB article on the Customer Community: How to setup the BIM 360 EDMS Connector & Autodesk Construction Cloud (newforma.com)

FileNet

URI

Contact the FileNet administrator for the URI.

Https is required for the URI field.

Workplace URI

Enter the Workplace URI, as shown in this example:

Object Store

Contact the FileNet administrator for the Object Store. See the example above.

Virtual Schema Path

Optional: Enter the full FileNet path to the virtual hierarchy schema file. For example: /VH/schema.json

Virtual Folders Path

Optional: Enter the full FileNet path to the virtual hierarchy values file. For example: /VH/virtualfolders.json

If you enter a value in either one of the above two fields, you must enter a value in both fields.

FileNet Version

Select the version of FileNet you are using from the drop-down list.

Buffer Size

Change this field from the default if the FileNet administrator recommends it.

ProjectWise

Data Source

Enter the data source string defined in ProjectWise Explorer, as shown in this example:

A ProjectWise client is required on each user’s local machine. Each users needs an account for authentication and therefore requires a client for use.

SharePoint

Client ID

The application ID generated during the Azure app registration process.

Client Secret

The secret value generated during the Azure app registration process.

Tenant ID

The directory ID generated during the Azure app registration process.

For details on setting up the Graph SharePoint EDMS connector, please see the following KB article on the Customer Community: Single SharePoint Online (Graph) Configuration Instructions (newforma.com)

Account Access

Use this section to define how to authenticate with the EDMS server, test the connection, and define how users will authenticate when they access EDMS data from Project Center.

Account Access does not apply to BIM 360.

Use Windows Authentication

If you choose this option, you must configure it in the EDMS and set up the Newforma Service account as an account in the EDMS. (It is disabled if it is not supported.)

Use EDMS Server Authentication

If you choose this option, you must enter the server username and password to verify the connection; users will be prompted to authenticate when they access the EDMS from Project Center.

Username/Password

Enter the username and password for your EDMS server.

Test Connection

Click to test the connection between Project Center and your EDMS.

To access this dialog box

Click Add or Modify from the EDMS section of the Project Center Administration Activity Center Global Settings tab.