Setup

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Command Reference
Setup
The Setup dialog enables you to configure the project database, system paths, catalog paths, workspace and ProjectWise.

Setup Configuration

You can save and load different setup configurations for use under different conditions. For example, if you have a laptop
computer that accesses projects and catalogs over a network at the office, you may need a different configuration if you
wish to work at home or on the road. The drop-down list shows the configurations that are available. By default the software
includes two predefined setup configurations: ANSI-IEEE and IEC. These allow you to easily switch between ANSI-IEEE and
IEC versions of the software.

New

Creates a new setup configuration.

Delete

Deletes the current setup configuration.

Project Database Tab

Make settings here to set the connection to the project database.

You can install an instance of SQL Server 2005 on your local machine. The promis.e Setup dialog can be configured to use
this local server. In this case, the server name shuld be set to: (local)\BENTLEYECAD. The parameter (local) is a special
variable that automatically matches the name of your computer so it is not necessary to enter your computer name if you
use this parameter.
Server name

If you wish to configure the software to look at a different database server then you must enter the appropriate server and
instance name. The format should be as follows:

YourServerName\Instance
Example: MyServer\BENTLEYECAD
Enter the name of the promis.e database to which you wish to connect. By default, the software creates a database named,
promise.
Database

If you install the software again without deleting the original database, the installation will connect to your existing
database provided that the new version of promis.e does not require a newer version of the database. If the
installation does require a newer version of the database, it will create a new database named "promise1" so that
it does not overwrite your previous database.
If you previously selected the SQL Server/MSDE radio button, you may choose between using Windows Authentication or
SQL Authentication by selecting the desired radio button. Windows Authentication will use your Windows login name to
determine what security rights you have to the promise database. If you specify SQL Authentication then your database
administrator will have to create a login and password for you in SQL server and you should enter this login and password in

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the login and password fields.

If you previously selected the Oracle radio button then the connection settings will change as shown below:

Connect using settings

You must now enter a valid Oracle login name and password which should be provided by your database administrator.

System Paths Tab

This tab sets the paths to important files used by the software.

Symbol Creation Seed

File

Select the default drawing template that will be used during symbol creation. This template will determine the units, grid
spacing, etc. that are used.

Select System Path

Management Method

Select either Manage Data Folder Path or Manage Individual Paths. If you select Manage Data Folder Path you set a path to
the promis.e data folder (and therefore to the project folder, templates, page formats, and project profiles that are within
this folder). If you select Manage Individual Paths you can set these paths individually.

promis.e can be configured to access different parts databases. The Parts Database Path field and its associated buttons in
the promis.e Setup dialog allow you to select, define and edit access to these databases. Select the name of the parts
database that you wish to use. Select the Edit Parts Database button to display the Edit Parts Database dialog to make
configuration settings related to the parts database.

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In this dialog, you can change the path to the database file, change the connection string, change the table or change the
SQL query. To create a database name, select the New button. The Add Parts Database dialog will appear.

Parts Database Path

Enter a name for the new parts database in the Parts Database Name field. In the Database area of the dialog, either
Select the Use File radio button if you wish to connect by selecting a MS-Access database file. Use the Browse

button to select the desired file. (For SQL Server and Oracle you must select Use Connection String.)
Select the Use Connection String radio button if you wish to build a connection to a database. Select the Build

button to begin the process. The Build dialog will appear.

In the Database Type field select the type of database you will be using, MS Access, SQL Server or Oracle. Once you select
the database type, additional fields will appear.

For MS Access

Use the Browse button to locate and select the .mdb file. Select OK to return to the Add Parts Database dialog.

For SQL Server

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For SQL Authentication, your database administrator will have to create a login and password for you in SQL server. Enter
these in the Login name and Password fields. Select OK to return to the Add Parts Database dialog.

For Oracle

Enter a valid Oracle user name, password and server name which should be provided by your database administrator. Select
OK to return to the Add Parts Database dialog. Once you have selected a database, you can select a table or construct a
query in the Add Parts Database dialog.

The SQL Query field can be used to access fields that belong to different tables. Select the Next button to continue. The
Field Mapping function will appear, allowing you to map the fields of the selected database in the Name column to the
promis.e parts database fields in the Internal (promis.e) Name column.

In the Display Name column, enter the label that will appear beside the field in the Parts Database Editor. In the
Category column, enter the field grouping in the Parts Database Editor dialog to which the field should be assigned (Price,
Dimensions, etc.). If you are accessing a parts database from an earlier version of the software (prior to promis.e 2007),

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you can select the Default Mapping button to map all the fields to the corresponding new fields. There are unused fields
(labeled user1, user2, etc.) that you can use to map new fields.
Select the Finish button to complete the new database connection.
Language Databases

This path goes to the file that defines the foreign language text. The default filename is Multi_Language_UI.mdb.

System Option Profile

Path to the file that contains the default System Options. The default filename is default.SystemOptions.xml. This path can
be shared on a network so that all users are using the same settings.

Project Option Profile

Path to the file that contains the default Project Options. The default filename is ANSI-IEEE.ProjectOptions.xml or
IEC.ProjectOptions.xml. This path can be shared on a network so that all users are using the same settings.

User Option Profile

Path to the file that contains the default User Options. The default filename is default.UserOptions.xml. This path can be
shared on a network so that all users are using the same settings.

Project Profiles Path

Path to the folder that contains the predefined formats for IDs, cross references, etc.

Page Format Path

Path to the folder that contains the drawing page formats.

Templates Path

Path to the folder where templates for reports and graphical plans are stored.

Default Project Folder

Default path to the folder where projects are stored. Select the Restrict Project Creation to Default Project Folder
check-box to prevent new projects from being created in other folders.

Restore Defaults

Resets the System Paths to their default settings.

Catalog Paths Tab

This tab contains paths to symbol catalogs. To see the entire path, point your cursor at the path and it will pop up as a tool-tip. You can have multiple paths; the order of the
paths determines the search priority that the software uses when accessing symbols and families. The Add Catalog Path function also allows you to create a new catalog file.

Path Order

To change the order of the paths, highlight the path in the Catalog Paths section and use the direction arrows to move it up
or down the list. Paths at the top of the list are first in the search priority.

Select the + button to display the Add Catalog dialog will appear.

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Use the browse button beside the Catalog Path field to locate and select the desired catalog folder. Click OK to add the path.
To create a new catalog folder, select the New button in the Add Catalog dialog to display the Create Catalog dialog.

Add Path

In the Path field enter the path or browse to the folder (such as the promise Data\Catalogs folder) where the new catalog
will be located.
If you wish to create a different folder to hold the new folder, there is a Create New Folder button available after
you select the browse button.
In the Name field enter a name for the catalog and select OK to create the catalog. In the specified folder, the software will
create a sub-folder for the new catalog (using the name you entered. Inside this will be sub-folders for symbols, macros,
families and title blocks.
After you select OK in the Create Catalog dialog, the Add Catalog Path dialog will re-appear. Add a path to the new catalog
to make it available in promis.e.
Delete Path

To delete a path, highlight the path and select the delete (X) button.

Workspace Tab (MicroStation version only)

The Workspace tab will only appear in MicroStation add-on versions of the software. It allows you to set the Workspace that is selected by default in promis.e.

Workspace Path

Enter the workspace path in the field or select the Browse button to locate and select the desired workspace directory.

User

In the User field select the desired user account from the drop-down menu. This list is generated by locating all of the user
configuration files (.ucf) located in Program Files\Bentley\Workspace\Users\.

Project

In the Project field select the desired project. In this case the project is not a promis.e project but rather a MicroStation
project which sets the location and names of the data files associated with a specific design project. A project can be
associated with any workspace.

Interface

In the Interface field, select the desired interface from the drop-down menu. The interface sets the look and feel of
MicroStation tools and general on-screen operation.

ProjectWise Tab
The ProjectWise tab is used when you are storing and managing promis.e files through Bentley ProjectWise software.

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Enable ProjectWise
Integration

Select this check-box if you intend to use ProjectWise to store and manage files.

Install/Remove
ProjectWise Explorer
Customization

Use the Install ProjectWise Explorer Customization button to install special promis.e related features into ProjectWise
Explorer. If you have already done this, the button will be labeled Remove ProjectWise Explorer Customization.

Datasource

In the Datasource field use the Browse button to view a list of available ProjectWise data sources. Select the desired data
source and select the OK button.
Configure: The first time you use promis.e with your ProjectWise data source, you must add the promis.e schema to the
data source. To do this select the Configure button. You need only do this once.

User Name/Password

Enter your login information for ProjectWise.

Windows Single Sign-On

for Authentication

Select this check-box if you want to login to ProjectWise using your Windows credentials.

Enable Auto-Login

Select this check-box if you wish to login to ProjectWise automatically without being prompted with a login dialog.

Default Project Folder

In this field, use the Browse button to navigate to the default ProjectWise folder where projects are stored.

Restrict Project Creation

to Default Project Folder

Select this check-box to prevent new projects from being created in other folders. If checked, project creation is restricted to
the default project folder in the ProjectWise tab. If the Project Manager is set to the Folders view, the toggle and default
project folder from the System Paths tab applies.

Enable Reference
Drawing Support

Select this check-box (only present in the MicroStation version) to allow attaching reference files in ProjectWise to promis.e
pages. If unchecked, standard integration is disabled and reference file integration with ProjectWise is disabled.

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