Bentley ProjectWise Service Account — Setup Guide

Overview Use this guide to create and configure a Bentley ProjectWise service account in MinuteView Console. This service account enables integration with your ProjectWise environment for:

• File management — Access, download, and upload files in ProjectWise datasources
• Workflow automation — Trigger ProjectWise operations from MinuteView automation workflows
• Mesh file viewing — View and search ProjectWise files within MinuteView's Mesh module
• Metadata synchronization — Read and update ProjectWise document properties

This service account uses username and password authentication against the ProjectWise Web Services Gateway (WSG).

---

Network Requirements

The MinuteView server communicates directly with your ProjectWise Web Services Gateway to authenticate and access files. Because ProjectWise is typically deployed on-premises, network requirements depend on your specific infrastructure.

Required Network Access

The following must be accessible from the server where MinuteView is installed:

Target	Port	Purpose
Your ProjectWise WSG server	HTTPS (443) or HTTP (80)	Authentication, file operations, and metadata access

On-Premises Deployments

If both MinuteView and ProjectWise are on the same internal network, no internet access or firewall whitelisting is typically needed — just ensure the MinuteView server can reach the WSG server URL on the configured port.

---

1) Prerequisites

ProjectWise Web Services Gateway

The ProjectWise Web Services Gateway (WSG) must be installed and accessible. This is the REST API layer that MinuteView connects to.

• Confirm the WSG is running by navigating to the server URL in a browser (e.g. https://yourserver/ws)
• Note the datasource name you want to connect to

Service User Account

Create or identify a ProjectWise user account for MinuteView to use:

• The account should have appropriate access to the datasources and folders MinuteView needs
• Consider using a dedicated service account rather than a personal account

---

2) Create Service Account in MinuteView Console

1. Navigate to Console → Service Accounts
2. Click New to create a new service account
3. Configure the following settings:

Configuration Fields

Field	Description	Example
Name	A descriptive name for this service account	ProjectWise-Production
Service Account Type	Select Bentley ProjectWise from the dropdown
Server URL	The URL of the ProjectWise Web Services Gateway	https://yourserver/ws
Datasource	The ProjectWise datasource name in host:datasource format	server.bentley.com:datasource-name
Username	The ProjectWise username to authenticate with	mv-service
Password	The password for the ProjectWise user	(sensitive — stored securely)

4. Click Save to create the service account

---

3) Troubleshooting

Connection error / Cannot reach server

• Verify the WSG server URL is correct and accessible from the MinuteView server
• Check that the WSG service is running on the ProjectWise server
• If on different networks, ensure firewall rules allow the MinuteView server to reach the WSG port

Authentication failed

• Verify the username and password are correct
• Check the user account is not locked or expired in ProjectWise
• Confirm the user has access to the specified datasource

Datasource not found

• Verify the datasource name is correct (format: host:datasource-name)
• Confirm the datasource is registered with the WSG server