Administration Roadmap

The configuration changes you make for Collaboration and Approvals affect all installed apps.

To implement Collaboration and Approvals 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 following table lists the supporting components that need to be installed and configured. It includes references to information to help you do so. For Collaboration and Approvals, 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 Install or upgrade Collaboration and Approvals. 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 checkin and checkout. File Access and File Checkin/Checkout Properties
Configure Collaboration and Approvals to reflect your business processes. Configuring Web Apps

Preventing Documents from Demotion from Frozen to In Work
Use the Collaborative Spaces Control Center to perform these tasks as required for your business processes:

  • Add custom attributes to issues, routes, route templates, or inbox tasks
  • Edit the lifecycle (maturity graph) for issues, or route templates
  • Modify the content and revision naming rules for issues, routes, route templates, or inbox tasks

Configuring Content for the 3DEXPERIENCE Platform
Collaborative Services Install third-party apps and products, such as search engines and 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. Setting Up 2D and 3D Viewers

(Optional) Configure your 3DEXPERIENCE platform to consume services from integrated external systems using Open Services for Lifecycle Collaboration (OSLC).

 Configuring 3DEXPERIENCE as an OSLC Consumer

(Optional) Configure the OAuth service and OAuth1 Control Center app so that you can use OAuth 1.0a authentication between ENOVIA apps acting as a service provider and the external applications consuming the services using OSLC.

 Configuring OAuth Authentication for OSLC Provider Integrations

Approving OAuth Consumer Keys for OSLC Provider Integrations