Collaboration and Approvals
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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
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Install third-party apps and products, such as search engines and 2D and 3D viewer software and connectors.
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Documentation for the third-party software and 3DEXPERIENCE Open apps.
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Register viewers, define formats, and set up viewer preference choices.
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Collaboration and
Approvals Administration Guide: Configuring BPS Functions: Setting Up 2D and 3D Viewers |
Program and Contract Management | Install or upgrade Program and Contract Management and these required or optional apps in the following order:- Project Management
- Variant Management
- Traceable Requirements Management (Optional)
- Engineering BOM Management (Optional)
- Program and Contract Management
| Installation and
Setup: Install: 3DEXPERIENCE Platform: Installing 3DEXPERIENCE Platform
Services: Installing 3DEXPERIENCE Platform Services One-by-One: Web Apps
Installation: Installing and Upgrading Web Apps |
If upgrading, migrate the necessary data. | See Migration > Data Migration in the Program Directory. |
Configure Program and Contract Management to reflect your business processes. | Configuring Data Management Schedule Deliveries Configuring Display Types by Bookmark Navigation Configuring the Loader Dates ColumnsConfiguring the Loader Policy Revision Values Configuring the Loader Templates Configuring the Program Methods for Opportunity Chart Summaries Configuring the Program Methods for Risk Chart Summaries Configuring the Status Icons for the Contract Requirement Type in the Traceable Requirements Tables Configuring the Status Icons for the Regulation Type in the Traceable Requirements Tables Configuring the Threshold for Issue Creation Configuring the Where Used Functionality |
If necessary, configure triggers for Program and Contract Management to reflect your business processes:-
Turn off triggers that you do not want.
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Change parameters passed to trigger programs, as needed.
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Collaboration and
Approvals Administration Guide: Activating and Deactivating Triggers and Studio Modeling Customization Guide:
Triggers
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If necessary, change the on-screen text for Program and Contract Management, including internationalized text. |
Collaboration and
Approvals Administration Guide: Changing Onscreen Text Collaboration and
Approvals Administration Guide: About Internationalizing |