Collaboration and Approvals
|
Configure check-in 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 |
Device Identification |
Install or upgrade Device Identification.
Install or upgrade Device Identification and these required or optional apps
in the following order:
- Change Management
- Quality-based Document Control (optional)
- Complaints and Nonconformance (optional)
- Adverse Event Reporting (optional)
- Engineering BOM Management (optional, but required for Device Master Record Management)
- Device Master Record Management (optional)
- Project 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 Device Identification to reflect your business processes. |
Properties |