The purpose of this article is to explain how to use the integration between Bentley and CEMAR.
In this article I shall be using a General Communication event to demonstrate how to use Bentley.
Within the Attachments tab of your event, select the New button:
You will then be presented with the below pop-up window. From here you can select whether you want to upload an attachment from your local PC, or from Bentley. Select Attach against Bentley eB:
You will then see the below window:
Within here you can search and upload the item(s) in two ways;
1. You are able to use the search bar to input a code value to request Documents, Tasks, Work Orders and Virtual Item Groups. Please note, the search field does an exact search, and so for example if you type 'Hello' and your document is titled 'Hello 123', it will not be able to find it.
2. Alternatively, you can use the Upload and Search function. The csv file you search by needs to be a specific format, which is why we have the Download Template button for you to download the example template to use for reference:
To upload your csv file, select the Browse... button and choose the item from your files. Next, click Upload and Search:
If any of the codes in your csv file do not match those on the system, you will be presented with a message listing what could not be found:
Once you have searched for the relevant item(s), use the tick boxes on the left-hand side to select the items and then click Confirm:
The items will then display in the attachments tab of your event:
To view the item, select the magnifying glass icon:
This will open up a new tab on the Bentley website, prompting you to log in. Once logged in, you will be able to view the item:
Should you wish to integrate Bentley with your contract, please contact the Support Team who shall be able to assist with this.
Once the CEMAR technical team have configured Bentley within your client environment, as an Admin User, you can set up Bentley on your contracts via the admin panel.
Firstly, you will need to ensure that This contract can use all integrated 3rd party tooling enabled for the client preference is switched on within the Basic Details tab of your contract:
Secondly, you will need to define the mapping of data from CEMAR to Bentley within the Integration tab. Within here, select Bentley eB from the dropdown list highlighted below:
You will then be able to populate your values for the fields highlighted below (these fields should be defined by your organisation to build a relationship between the contract in CEMAR to your Bentley environment - ideally the values should be unique for each contract):
Should you experience any errors when trying to communicate events with Bentley attachments, the sender of the event will receive an email containing the error message for the integration:
Should you experience this, you are able to re-try the integration between CEMAR and Bentley. To do this, within your contract, navigate to the left-hand expandable menu, and select Admin, followed by Integration Messages. This will display a list of any event communications which had integration failures:
Within here, select Create Transmittal to re-try the integration. If it succeeds, the item will disappear from this page. If it continues to fail, it will remain in the list, and in this case, please contact our Support Team and Bentley Support.