Administration Roadmap

To implement Connector for CATIA V5, certain software components must be installed, set up, configured, and customized to match your business processes and environment.

To implement Connector for CATIA V5 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 configuration settings documented in this guide are applicable only for X-CAD Design Management app and related connector apps.

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 CATIA V5, 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 Define the name of the host company by changing the name of the "Company Name" business object. Collaboration and Approvals Administration Guide: Vaults, Companies, and Users
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 Installation and Setup: Administrate: Social and Collaborative: Global Design Management: X-CAD Design Management - Installation and Administration: Installing Integration Exchange Framework
Connector for CATIA V5

Install or upgrade Connector for CATIA V5 and these required or optionalapps in the following order:

  1. X-CAD Design Management
  2. Connector for CATIA V5 server
  3. Connector for CATIA V5 client
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
Configure Connector for CATIA V5 to reflect your business processes.

Configuring Thumbnails

Configuring the Client Component

Configuring the Linked Document Localization from CATIA V5

Configuring the Check In of Unloaded or Visualization Mode Documents

Configuring Batch Rename and Background Derived Output Processing

Updating CATIA V5 files after Modifying a Product Structure

Adding Attributes in Baseline Behavior Data

Adding the File Modification Column to Open Dialog Box