| 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
|
| X-CAD Design Management
|
If upgrading, migrate the
necessary data.
|
See Migration > Data Migration in the
Program Directory.
|
| Configure
X-CAD Design Management
to reflect your business processes.
Set up features:
Configuring and Setting Preferences
Rapid File Access
Schema
|
|
| If necessary, customize
X-CAD Design Management
to reflect your business processes.
|
Customizing
|
If necessary, configure triggers for
X-CAD Design Management
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
X-CAD Design Management,
including internationalized text.
|
Collaboration and
Approvals Administration Guide:
Changing Onscreen Text
Collaboration and
Approvals Administration Guide:
About Internationalizing
|