Administration Roadmap

To implement Connector for AutoCAD on-premises, you must first install the 3DEXPERIENCE platform as described in Installation and Administration: 3DEXPERIENCE platform. Collaboration and Approvals is part of 3DSpace, which is installed as part of the 3DEXPERIENCE platform.

The following table lists the supporting components that need to be installed and configured. It includes references to information to help you do so. For Connector for AutoCAD, the table provides cross references to topics that describe those configuration steps and options.

Software Component Setup or Configuration Option For More Information
Collaboration and Approvals Configure checkin and checkout using properties and URL parameters. Collaboration and Approvals Administration Guide: Common Document Model
Determine vaulting strategy and set up company vaults using MQL. MQL Concepts: Building the System Basics
Add companies, assign vaults, and add at least one administrative user per company using Collaboration and Approvals. Collaboration and Approvals Administration Guide: Configuring People and Organizations
Collaborative Services Install third-party apps such as 2D and 3D viewer software and connectors. Documentation for the third-party software and 3DEXPERIENCE Open apps.
Register viewers, define formats, and set up viewer preference choices. Collaboration and Approvals Administration Guide: Configuring BPS Functions: Setting Up 2D and 3D Viewers
Connector for AutoCAD Server

Install or upgrade Connector for AutoCAD.

Install or upgrade XCAD Design Management that is required for Connector for AutoCAD.

If upgrading, migrate the necessary data. See Migration > Data Migration in the Program Directory.
Configure Connector for AutoCAD to reflect your business processes.

Set up features:

Setting up

Configuring

If necessary, configure triggers for Connector for AutoCAD to reflect your business processes:
  • Turn off triggers that you do not want.
  • Change parameters passed to trigger programs, as needed.
Collaboration and Approvals Administration Guide: Activating and Deactivating Triggers and Studio Modeling Customization Guide: Triggers
If necessary, change the on-screen text for Connector for AutoCAD, including internationalized text.

Collaboration and Approvals Administration Guide: Changing Onscreen Text

Collaboration and Approvals Administration Guide: About Internationalizing

Connector for AutoCAD Client

Install or upgrade Connector for AutoCAD and these required or optionalapps in the following order:

  1. HF XCAD Design Connector component
  2. Integration Exchange Framework Client