Administration Roadmap

To implement IP Export Control Management or IP Protection Management, certain software components must be installed, set up, configured, and customized to match your business processes and environment.

To implement IP Export Control Management on-premises or IP Protection Management 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 IP Export Control Management and IP Protection Management, 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 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 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. Collaboration and Approvals Administration Guide: Configuring BPS Functions: Setting Up 2D and 3D Viewers
IP Export Control Management/IP Protection Management Install or upgrade IP Export Control Management or IP Protection Management and these required or optional apps in the following order:
  1. IP Classification
  2. IP Export Control Management. IP Export Control Management and IP Protection Management are always installed last.
 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 IP Export Control Management/IP Protection Management to reflect your business processes.

Configuring Attribute Groups Connected to the Security Classes

Configuring Default Time Checks for Inactive Intervals

Configuring Import and Export Actions for IP Security Log Entry

Configuring IP Protection and Export Control Management

Configuring the Limit of Displayed Objects

Configuring Logging Behavior
If necessary, customize IP Export Control Management/IP Protection Management to reflect your business processes.

Enabling the Timer Servlet

Configuring IP Protection Logging
If necessary, configure triggers for IP Export Control Management/IP Protection 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 IP Export Control Management/IP Protection Management, including internationalized text.

Collaboration and Approvals Administration Guide: Changing Onscreen Text

Collaboration and Approvals Administration Guide: About Internationalizing