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Bentley CONNECT Edition

User Manual

Bentley Cloud Services

Copyright © 2018 Bentley Systems, Incorporated. All rights reserved.


License and Copyright
MAXSURF/MOSES Programs & User Manual
Copyright © 2018 Bentley Systems, Incorporated. All rights reserved.
Contents
License and Copyright.........................................................................................................i
Contents ............................................................................................................................ iii
Introduction ........................................................................................................................ 4
Chapter 1: The Basics......................................................................................................... 5
The User Advantage................................................................................................. 5
Personal Sharing ............................................................................................ 6
Automatic Updates ........................................................................................ 7
The Organization Advantage ................................................................................... 7
Project Portal Page on CONNECT Website ..................................................... 8
Chapter 2: Key Concepts .................................................................................................. 10
Bentley Profile ....................................................................................................... 10
CONNECTED Projects.......................................................................................... 10
Bentley Cloud Services .......................................................................................... 10
Chapter 3 The Details ....................................................................................................... 11
Register as a CONNECTED User.......................................................................... 11
CONNECTION client Sign-In Window ...................................................... 11
Bentley IMS Website ................................................................................... 12
Sign-In as a CONNECTED User ........................................................................... 13
CONNECTION client Sign-In Window ...................................................... 13
Product CONNECT Widget Sign In ............................................................ 14
Web Site....................................................................................................... 14
Forgot Your Password? ............................................................................... 15
Register a Project ................................................................................................... 15
Register Project from Project Portal ............................................................ 15
Register Project from Personal Portal .......................................................... 17
Register Project from Project Chooser Window .......................................... 18
Managing User Rights ................................................................................. 18
Associate a Project to your Work........................................................................... 19
In-Application functionality ................................................................................... 20
Chapter 4 Summary .......................................................................................................... 21
Bentley CONNECT FAQ ................................................................................................. 22

iii
Introduction

Introduction
There is little doubt that the design of every infrastructure project today involves the
collaboration of many individuals and organizations across multiple disciplines. It is with
this context that we have developed Bentley CONNECT to facilitate successful project
outcomes for you and your organizations. Bentley CONNECT helps you produce better
designs by facilitating collaboration, interoperability, standardization and skills
development. For an organization and enterprise, CONNECT provides greater insight
and control over project design, deliverables and the people working on them. Please
visit www.bentley.com/connect to keep up to date on the latest capabilities.

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Chapter 1: The Basics

Chapter 1: The Basics


The core premise of CONNECT is to facilitate successful project outcomes through
common capabilities and shared services across desktop, mobile, server and cloud. To
enable this, Bentley has utilized Microsoft’s Azure cloud-service to connect uniformly
and consistently with and across users, projects, and enterprises. To enable the value and
your success on CONNECT it is imperative that users register for a free CONNECT
account, sign in when using your CONNECT Edition products and associate your design
models with a CONNECTED Project. Let’s take a look at why you should do this…

The User Advantage


Today the CONNECT Edition Product user gains four major advantages by signing up
and in, namely:

 Access to personal LEARN material, paths and history


 Space on the cloud to share files from desktop to mobile and other users
 Accurate tracking of time spent against products and projects
 Timely product related news, automatic product updates and notifications

The CONNECTED User Advantage

Each CONNECTED user is provisioned with a Personal Portal on the Bentley


CONNECT site. This portal provides you access to each of these services and more. See
the section on CONNECTION client Sign In for more details on how to access this and
other CONNECT services.

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Chapter 1: The Basics

Personal Portal Page on CONNECT Website

Personal Sharing

One of the key abilities enabled through CONNECT is Personal Sharing. Using this
ability users can easily publish an i-Model of their structural models from the New
Structural Synchronizer CONNECT Edition directly into their own CONNECT
Personal Space. These files can then be accessed directly from the CONNECT Personal
Portal or directly from the New Structural Navigator App available from the Apple
Store.

Structural Synchronizer Personal Sharing

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Chapter 1: The Basics

Structural Navigator View Mobile App

Automatic Updates

One of the key capabilities of CONNECT Edition products is the ability to receive
update notifications and initiate updates directly from your desktop for all versions
within the same generation of the product line. Users no longer need to sign into
SELECT Downloads to look for updates of their product but will now be able to check
for updates and receive notification of updates from within their products.
Future

And this is just the start…automated checks of performance measures, personal service
ticket status, space for sharing model files and shared product settings on a project are a
few of the upcoming enhancements. Keep your eyes on the Bentley website for new
services delivered with Bentley CONNECT.

The Organization Advantage


The value of CONNECT just starts with the CONNECTED User advantage. Of course
users and organizations work together on projects. If an Organization choses to register
their projects with Bentley, those projects now become CONNECTED Projects. With
CONNECTED users and CONNECTED projects, the ability for project centric analysis,
dashboards on who is working on the project where and how much, shared documents,
deliverables status and more are now available through the Project Portal.

Today the CONNECTED Project Portal provides four major advantages for
CONNECTED Project Organizations:
 View project activity by site, application and user
 Gain insights into the users who are working on your projects and their effort
 Manage your CONNECTED Projects and other CONNECT Services
 Access new ProjectWise Connection Services including ProjectWise Project
Sharing, ProjectWise Project Performance Dashboards and ProjectWise Issue
Resolution Administration

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Chapter 1: The Basics

The CONNECTED Project Advantage

Project Portal Page on CONNECT Website

At this level, enterprises that have CONNECTED Users working on CONNECTED


Projects with their CONNECT Edition products become CONNECTED Enterprises.
Information that was once disjoint or unavailable, is now placed in context with Key
Performance Indicators brought to the forefront to help our accounts improve project
performance. All that from just signing in as a CONNECTED User and associating work
with CONNECTED Projects.

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Chapter 1: The Basics

The CONNECTED Enterprise Advantage

You can get more information on Bentley CONNECT by subscribing to the community
below:
http://communities.bentley.com/communities/other_communities/sign-
in_assistance_and_web_services/

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Chapter 2: Key Concepts

Chapter 2: Key Concepts

Bentley Profile
This is a single sign-in to all Bentley web pages and Cloud services. If you don’t have one
already, you should create a Bentley profile. This will let you:
 sign in to all Bentley web sites
 submit and manage service requests if you have a technical problem
 ensure you receive advice when new versions of CONNECT Edition products are
available
 update you when new product training materials are available
 give you access to Cloud Services

CONNECTED Projects
Once you have a Bentley Profile, you (or your organization’s IT administrator) should
register a CONNECTED Project. This is a way of keeping track of everything you and
your team members do within that project. A CONNECTED Project doesn’t contain
your project data, it is simply a universal common ID to link together all activity within a
project. It also contains information such as Name, Number, Industry, Asset Type,
Location etc.

The first time you open or create a file, you will be prompted to select a Project. All
activities relating to that file will be associated with the project.

Bentley Cloud Services


This is a range of services for learning, file sharing, project sharing, transmittals, project
analytics and more. Some of the key components you will use as a part of Cloud Services
include –
 CONNECTION client – small desktop application installed with MOSES that
manages your sign-in
 Project Chooser – a dialog box which lets you choose projects to associate your
files with
 Personal Portal – web page where you can manage your Bentley profile and
access learning content
 Project Portal – web page where you can manage your projects and launch cloud
services

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Chapter 3 The Details

Chapter 3 The Details


To take advantage of the values of CONNECTED users must be registered and signed in,
CONNECTED projects must be available and CONNECT Edition/Service products must
be used to associate product work with CONNECTED Projects. Let’s look at how to do
each of these items.

Register as a CONNECTED User


If you have ever signed in to Bentleys SELECT site to download a product, submitted a
service ticket or signed up for a webinar then you are already registered to use the
CONNECT services. Proceed to the Sign-In section for information on how to sign in. If
you have not signed in to Bentley for any reason you can register yourself for free
through one of two ways:
CONNECTION client Sign-In Window

If you have installed any CONNECT Edition/Services product then you have installed a
CONNECTION client. This client shows up as an icon on your taskbar.

Windows Task Bar with Bentley CONNECTION Client runing

Double-click the icon or Right-Click>Open on the icon to expose the CONNECTION


client Sign-in Screen.

CONNECTION client Sign In

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Chapter 3 The Details

Select the Register button on the window to show the Create Profile Window shown
below. Provide the details for your account paying particular note to your Work Email
and Profession (Role). The former will impact the users that will be considered part of an
organization and the latter will impact services and notifications you receive that will be
particular to your role. Completing this screen you will be sent to the Bentley IMS
profile page to set password and other information as you desire.

Profile Creation

Bentley IMS Website

You can also log in directly from the Bentley website from https://ims.bentley.com.
Doing this will send you to a sign-in web page as shown below where once again you
can select the Register link to enter your profile information as password as in the
CONNECTION client case previously mentioned.

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Chapter 3 The Details

Sign-In Web Page on Bentley Website

Sign-In as a CONNECTED User


Once you have registered as a CONNECTED User (see previous section) you can
proceed to sign-in. Sign-in can be performed from one of three places:
CONNECTION client Sign-In Window

If you have installed any CONNECT Edition/Services product then you have installed a
CONNECTION client. This client shows up as an icon on your taskbar.

Double-click the icon or Right-Click>Open on the icon to expose the


CONNECTION client Sign-in Screen.

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Chapter 3 The Details

CONNECTION client Sign In

Enter the same email you provided in your registration and your password. It is highly
recommended to select “Remember Me” to avoid having to enter your credentials on
each start-up.
Product CONNECT Widget Sign In

Each CONNECT Edition product has a new CONNECTION Widget included in the
CONNECT toolbar:

CONNECT toolbar showing signed-in user icon and Sign-in button

If you are not already signed in, the button will show “Sign in”; choose the Sign In
command to expose the CONNECTION client Sign In window. Follow the direction as
provided above for the CONNECTION client. Once signed in, the signed-in user icon
will be displayed.
Web Site

You can also log in directly from the Bentley website from https://ims.bentley.com.
Doing this will send you to a sign-in web page as shown below where once again you
can sign-in.

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Chapter 3 The Details

Sign-In Web Page on Bentley Website

Once signed in from any of these places you will be signed in for all services.
Forgot Your Password?

If you don’t recall your password simply select the “Forgot Password?” link on the sign-
in window and your password will be reset through email.

Register a Project
A fundamental requirement of CONNECT is the creation of projects. Only users with
“Project Manager” and “Administrator” level role on their profile are allowed to create
projects. Contact your account administrator to add projects or assign you rights to add
projects yourself. See the Managing User Rights Section below. Projects are typically
added to the Bentley registry for your company through any of the links on the Project
Portal, Personal Portal or Project Chooser Dialog window.
Register Project from Project Portal

The CONNECTION client shows up as an icon on your taskbar.

Right-Click select the icon and then select Links>Project Portal to expose the
Projects Portal Screen below. Hint, you can also navigate to the Project Portal from the
CONNECT widget in your desktop product. Select “Register a Project” to add a new
project.

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Chapter 3 The Details

Projects Selection Web Page on Bentley Website

Select “Register a Project” to add a new project. See the section “Managing User Rights”
if you do not have the rights to add a project.

New Project registration screen

The project attributes should be entered accurately to obtain the greatest value from
CONNECT. Content, recommendation and insight services in the future will be based
specifically on the Asset type, industry and location.
This same screen is accessible directly from the CONNECT Project Page through the
Project Dropdown on the top of the Project Portal window by Selecting +New.

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Chapter 3 The Details

Register a New Project through the Project Portal Dropdown

Register Project from Personal Portal

The CONNECTION client shows up as an icon on your taskbar.

Right-Click select the icon and then select Links>Personal Portal to expose the
Personal Portal. Hint, you can also navigate to the Personal Portal from the CONNECT
widget in your desktop product. Select the +New in the Recent Projects Tile to Register a
New Project. See the section “Managing User Rights” if you do not have the rights to
add a project.

Register a New Project through the Personal Portal Link

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Chapter 3 The Details

Register Project from Project Chooser Window

The project Chooser window is accessible from the File menu command. To register a
new project select the +Register Project link on the upper left of the Project Chooser.

.
Register a New Project through the Project Chooser Link

Managing User Rights

User rights in an organization are administered by the site administer in your company.
This is typically the main contact for your company at Bentley. This user can assign you
Project Manager Rights through the User Management Portal
https://ims.bentley.com/usermanagement. Select the Manage button on the top of the
window and search for a user.

Manage User Portal

Select the user and click “Modify Roles” to expose the roles window. Scroll down and
select “Project Manager” to allow a user to add and manage projects.

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Chapter 3 The Details

Set User Rights through User Management Portal

Associate a Project to your Work


The last remaining critical step to reap the benefits of CONNECT is the step of
associating the project files with a specific CONNECTED Project. If you are signed in
all Products will automatically display the Project Chooser when you start a new model
or open a pre-CONNECT version of a project. The Project Chooser is also accessible
from the Bentley Cloud Services menu command in these products.

The Project Chooser dialog is used to assign your work to a specific project

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Chapter 3 The Details

Simply select a project to be associated with your work. See the Project Chooser
documentation for more details on the various capabilities of this window. All use of this
file in the current product will now be associated with this CONNECTED Project.

In-Application functionality
A new menu (or ribbon bar) has been added to the applicatons to the Bentley Cloud
Services functionality. These functions are only active if you are signed in with the
CONNECTION Client.
CONNECT Menu:
The Bentley Cloud Services provides functionality for linking your document with a
project as well as direct access to you personal and the project portal:

Bentley Cloud Services (CONNECT) menu and ribbon

Use the Associate command to open the Project Chooser dialog to associate your work
with a project. The Disassociate command will remove the link to the project.

The web pages for your personal portal and the project portal can be lauched in your
web-browser by the respective commands
CONNECT Toolbar:

CONNECT toolbar showing Active Project and Logged in User

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Chapter 4 Summary

Chapter 4 Summary
Bentley CONNECT Edition products enable a whole new world of connectivity helping
facilitate better project outcomes by providing users with timely insights, consistent
project settings and easier project collaboration capabilities. Organizations benefit from
greater visibility and control into their projects with key performance metrics accessible
from a single portal. CONNECT has and will continue to be a major investment at
Bentley. We encourage you to dive-in and leverage the capabilities, share in your
experience on our Bentley Communities site and reap the current and future value of the
CONNECT experience. Please visit the Bentley Communities site to learn more:
http://communities.bentley.com/communities/other_communities/sign-
in_assistance_and_web_services/

Bentley Communities Landing Page for Questions and Answers on Bentley CONNECT

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Bentley CONNECT FAQ

Bentley CONNECT FAQ


What benefits do I get from having a Bentley Profile?
The key benefits for a Profile are access to learning content about your software, the
ability to track software usage on your projects and the ability to share files with others
and with your mobile devices. More benefits will be added in future as we add more
cloud services.

Can I work offline without an internet connection?


Yes. If you are not online, the software will work as usual and you can run without
signing in or selecting projects. When you reconnect and next open your file, you can
assign it to a project at that point.

No projects appear in my Assign Project list, what should I do?


First, click the Refresh button at the top of the dialog box. If there are still no projects,
click on the Register Project button at the top left of the Assign Project dialog box. This
will take you to a web page where you can register a project.

How do I get permissions to register a project?


If you do not have permissions to register a project, ask your IT administrator to give you
Project Manager permissions in your Bentley Profile.

I do not see the project I created in the Assign Project list?


Click the Refresh button in the Assign Project dialog box.

Do I have to associate files with CONNECTED Projects?


While it is strongly recommended you do so, you are not required to associate your file
with a project. However you will only get the benefit of software usage tracking in your
project if you associate your files with a project. If you don’t associate a file with a
project at first, you can do so later using the Associate Project command. We will
continue to add new cloud services in future which will use the project association to
provide helpful reporting to you and your colleagues.

Are my files now stored in Bentley Cloud Services?


No. Your files are saved on your local hard disk or network drive as usual. If you are
using ProjectWise to store your files, they will continue to be stored there. The only
change is that the ID of the CONNECTED Project is now stored in your file so use of the
file can be associated with the project. The ID is a randomly generated complex 32
character string of characters, it does not disclose any information about your project.

Do I have to sign in to use the software?


While it is not required to sign in to use the software, we strongly recommend that you
do so. Sign-in is required to take advantage of current and future cloud services. Sign-In
may be required in future.

Can I turn off the prompt to sign in?


If you are not signed in when the Assign Project dialog is displayed, you will be
prompted to sign in. It is not possible to turn off this prompt.

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Bentley CONNECT FAQ

What information is Bentley storing about my files and projects?


Bentley is not storing any information about your files. We are only storing basic
information about your project including name, number, industry, asset type, and
location. When you run the software using a file that is associated with a project, usage
information is stored so that you can track which software is used when, on a given
project. Bentley is not able to see the name of the user using the software, only the
unique machine name is stored for licensing purposes. This is unchanged from previous
versions of the software. Your information is kept confidential to you and your
organization.

How secure is the Project and Profile information stored by Bentley?


All project and usage information is stored using encrypted data sent to and stored in the
Microsoft Azure cloud platform. This is a highly secure environment used by millions of
companies.

How do I see usage information regarding the software I use on a project?


Software usage reports are available via the SELECTserver web page at
https://selectserver.bentley.com. Note that your organization must be using the hosted
version of SELECTserver to take advantage of this capability.

Can I track the use of non-Bentley applications on my project?


No. The usage tracked by SELECTserver and available to you in SELECTserver reports
is only for Bentley applications.

Do I need a license to use cloud services?


You do not need a desktop software license to use cloud services however all services
require a Bentley Profile (which is free of charge), some services require a Bentley
Passport and other services also require a specific Visa be added to that Passport. A
Bentley Passport is a general access, named user license for using file servers like
ProjectWise as well as cloud services. Usually your organization will purchase a pool of
Passports for many users to use.

In the following table, an x indicates that the cloud service in that row requires the access
privileges of the column.

Engineering ProjectWise
Bentley Content Scenario
Cloud Service Bentley Profile
Passport Management Services Visa
Visa
Learning
x
Service
Personal File
x
Sharing
Project
x x x
Sharing
ProjectWise
Scenario x x x x
Services
More to go
here

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