Logging In and Out

You can access 3DEXPERIENCE Platform only if you log in as a user with one of the roles defined in 3DEXPERIENCE platform.

This task shows you how to:

Logging In to 3DEXPERIENCE Platform

You can log in to 3DEXPERIENCE Platform from CATIA V5 using the 3DEXPERIENCE Connect option from the 3DEXPERIENCE Platform menu in CATIA.

  1. In the CATIA toolbar, select 3DEXPERIENCE > Connect.

    OR

    In the 3DEXPERIENCE Platform toolbar, click .

    Notes:
    • CATIA V5 connects to 3DEXPERIENCE Platform automatically if an active session exists. To connect using another user name, you must log out and log in again.
    • Depending on your Linked Document Localization settings, a warning message appears.

    The Login to 3DEXPERIENCE Platform dialog box appears.

  2. Enter your User Name and Password, and click OK.

    An error message appears on the login page in case of invalid entries. Enter valid entries for a successful login. For information on roles, see Installation and Administration | 3DEXPERIENCE Platform | 3DEXPERIENCE Platform - Administration | One-Click Deployment Experience - Fundamentals | Collaborative Deployment | Business Roles.

  3. In the Credentials dialog box, select an option.

    If your Business Administrator assigned you preferred credentials or you have logged in before, you skip this screen and are immediately logged in. You can change your credentials if needed. For more information see, Switching Credentials and Collaboration Spaces in Application Exchange Framework User's Guide.

    Credentials dialog box comprises of the following sections:

    Organization: The list contains company, business unit, or other organizations that you are associated with.

    Collaborative Space: The list of collaboration spaces that you have access to. A collaborative space is a workspace that contains objects related to a People and Organization project. For example, within the context of a specific project, you could have one collaboration space for Marketing and another for Engineering.

    Role: The list of roles assigned to you.

    Note: If Credentials are not available for a user, log in occurs without using the Credentials.
  4. Click OK to log in to 3DEXPERIENCE Platform.

You are logged in to 3DEXPERIENCE Platform. After successful login, the status of the documents open in CATIA is retrieved from the server and displayed in the CATIA specification tree. To check whether your log in is successful, click 3DEXPERIENCE Platform from CATIA toolbar. The Disconnect option is available and the Connect option is not available.

Tip: After logging in, check the status of your documents that are open in CATIA. If the documents are obsolete, a warning message is displayed in CATIA. The warning message appears only once for a document in an active session. In the specification tree, is displayed for obsolete documents in CATIA and these documents can be updated using Global Refresh. The status is also displayed for documents that are opened from your computer using File > Open in CATIA.
Note: If the value of CATIA V5 environment is set for the CD5-MandatoryV5Environment attribute and is different from the environment you are using, an error message appears instead of logging in to 3DEXPERIENCE Platform.

Logging Out from 3DEXPERIENCE Platform

In the CATIA toolbar, select 3DEXPERIENCE Platform > Disconnect.

OR

In the 3DEXPERIENCE Platform toolbar, click .

You are logged out of 3DEXPERIENCE Platform.