Platform Management dashboard

This tab provides access to the sections below:

• Platform renaming: click Rename to rename your platform.
• Members. Displays the number of platform users by type of rights (including administrators) along with invitations pending for validation, and the number of invitations that can still be granted. Click Invite Members to invite new users. For more information, see Inviting Members One by One. Click Pending Invitations to see all the pending invitations filtered in Invite & Grant Roles tab. To see or remove this filter, use the 6WTags panel and highlight the current widget by maximizing it or selecting its header.
• Roles. Displays informations related to role usage and validity. For more information, see Managing Roles.
  • Granted: Displays the number of granted roles. Click in the area to see these granted roles filtered in Roles section of Members Control Center widget.
  • Capacity almost reached: Displays the number of roles that are almost out of stock. Click in the area to see these roles filtered with their usage percentage in Roles section of the Members Control Center widget.
  • Expiring soon: Displays the number of roles that will expire in 30 days. Click in the area to see these roles with their expiration date filtered in Roles section of Members Control Center widget.
• Pending Requests. Displays the number of pending role requests. Click Requests to see all the requests. For more information, see Managing Roles Requests.
• Storage. Cloud environment only. Displays the platform storage capacity and percentage of space already used.

This tab provides access to the sections below:

• Invite & Grant Roles.
  • Members Displays the list of platform users. Click Invite Members to invite new users. For more information about this section, see:
    • Inviting Members One by One.
    • Using Search.
    • Granting Roles Using Multi-Selection.
    • Switch View in App Toolbar.
  • Roles: Displays the roles available in the selected platform that you can grant. To create your own customized roles, click Create Custom Role. For more information, see Managing Roles.
  • Additional Apps: Displays the additional apps available in the selected platform. By default, SOLIDWORKS and CATIA V5 additional native apps are provided by the platform. For more information about creating an additional app, see Adding Additional Apps.
  • Credits & Tokens: If licensed credits and tokens exist in the DS License Server of your platform, this section appears and displays the credits and tokens for executing certain apps. Otherwise, the section is not available.
    On premises only: For more information about license management, see Installation and Setup: 3DEXPERIENCE Platform: 3DEXPERIENCE Platform Installation: License Control.
• Manage Requests. Lets you manage roles request. For more information, see Managing Roles Requests.

  • By default, this option is selected.

• Import Members.. Displays the list of invitations by batch along with a job status. For more information, see Inviting Members Using a .csv File.
• Configure Members Options. Cloud environment only. Lets you configure invitations from administrators and from members. For more information, see Customizing Roles and Licenses Assignment & Collaboration Principles.
• Configure Apps Installation
  • Download Installation Files
    On the cloud only: Lets you download the installation media to install native apps on users' computers and lock optional content installation to all members of the platform.

    You can download and deploy a varied list of media

    • Native Apps media
    • Native Apps content media
    • Developer documentation (CAA) media
    Native Apps. Click Download in front of the media of interest. A zip file containing the selected installation media is downloaded.
    Note: Only the FULL media version of the native apps is available. If you have already installed the previous version of a media, download the FULL new one. For example, to install a hotfix or a pinpoint after having installed a GA. For more information, see Installation and Setup: Install: 3DEXPERIENCE Platform: Installing Hot Fixes.
    • Options:

      Lock access to optional content installation for all members. Select this option to lock acces to optional content installation to all members of your platform.

      By default, this check box is cleared.

      Lock access to application installation for all members. Select this option to disable the application installation for all members.

      Lock access to installation of application updates for all members. Select this option to disable the application updates for all members.

    Important: If you have more than one tenant, the option should be activated in all of them. Regarding the application, if the update is mandatory, the user will not be able to run the application.

    Note: If the option is selected, you can unlock access to optional content installation, member by member. For more information, see Viewing and Editing Members' Details.
  • Network installation files storage.
    • Network path: Cloud environment only. Lets you add a path to store installation files. For more information, see About Configuring a Network Installation Path.
  • Native Apps Environment
    • Native Apps environment Configuration file: lets you add the path to a configuration file.
      • ";" allows you to use more than one configuration
      • NLS characters are supported for environment (path, name) and for configuration name

      Important: The user must have read access to the selected folder.

      For example:

      Path	Variable	UNC Path
      E:\EnvStorageDirectory\Env001.txt	%EnvStorageDirectory%\Env001.txt	\\EnvStorageDirectory\Env001.txt
      E:\EnvStorageDirectory\Env001.txt;E:\EnvStorageDirectory\Env002.txt	%EnvStorageDirectory%\Env001.txt;%EnvStorageDirectory%\Env002.txt	\\EnvStorageDirectory\Env001.txt;\\EnvStorageDirectory\Env002.txt
      [ConfigName1]E:\EnvStorageDirectory\Env001.txt	[ConfigName1]%EnvStorageDirectory%\Env001.txt	[ConfigName1]\\EnvStorageDirectory\Env001.txt
      [ConfigName1]E:\EnvStorageDirectory\Env001.txt;[ConfigName2]E:\EnvStorageDirectory\Env002.txt	[ConfigName1]%EnvStorageDirectory%\Env001.txt;[ConfigName2]%EnvStorageDirectory%\Env002.txt	[ConfigName1]\\EnvStorageDirectory\Env001.txt;[ConfigName2]\\EnvStorageDirectory\Env002.txt

  • 3DEXPERIENCE launcher setting. On premises only. If required, enter your own 3DEXPERIENCE platform URL. Changing it will override the platform's default URL.
  • 3DEXPERIENCE User Assistance Setting. On-Premises and Virtual Private Cloud environments only. Lets you add your own user assistance URL path. By default, the URL gives access to Online User Assistance at https://help.3ds.com.

    The users of your platform can access the user assistance by selecting Help, from the top bar, and from any widget menu . For more information, see Dashboard Top Bar.

    If you need to change the URL, enter the new one and click Save, and refresh your session for taking this change into account.

    Important: A Secure Socket Layer (SSL) certificate is required.

    If you need to replace the URL by your own installed user assistance, you need to install it first. For more information, see Installation and Setup: Install: 3DEXPERIENCE Platform: Installing 3DEXPERIENCE Platform Services for the First Time: Installing Services One-by-One: Native Apps: Installing Native Apps: Installing the Documentation.

    If you have chosen to access the Node.js server through a reverse proxy during the installation, set up this reverse proxy using the URL indicated during installation as the entry point for the users. The URL where users access the documentation must include the language, because the documentation can be accessed either by typing its URL in a browser or through contextual help from 3DEXPERIENCE rich clients and web clients, where the language is always part of the URL.

    Moreover, the language is also expected by the Node.js server. For example, if you have indicated https://3dxdoc as the reverse proxy URL, the documentation in English must be accessed at https://3dxdoc/English and forwarded to the Node.js server as http://<hostname>:<portnumber>/English. However, if you specify the documentation location in Me > Preferences (Native client) or Platform Management (Web client), do not include the language in the URL (For example, https://3dxdoc). The language parameter is automatically added by the 3DEXPERIENCE client, as well as some parameters (show,contextscope, MyApps…). These parameters are then passed to the Node.js server.

This tabs allows you to you manage your communities. For more information, see Communities Control Center.

This tab allows you to access the following:

• Drives Control Center. Cloud environment only. For more information, see Drives Control Center.
• Collaborative Spaces Control Center. For more information, see Collaborative Spaces Control Center.
• Collaborative Spaces Configuration Center. For more information, see Installation and Setup: Administrate: 3DEXPERIENCE Platform: 3DSpace: Collaborative Spaces Control Center: Configuring Content for the 3DEXPERIENCE Platform: Widgets to Configure Content and Business Rules.

This tab allows you to assign a custom role to a dashboard, and set starter dashboards that can be assigned to custom roles. For more information, see Assigning a Custom Role To a Dashboard.

For more information, see Installation and Setup: Administrate: 3DEXPERIENCE Platform: 3DSpace: Enterprise Control Center: Managing Vocabulary Files.

This tab allows you to implement your corporate Terms of Use and Privacy Policy Statements. For more information, see About Corporate Legal Policy Setup.

For more information, see Installation and Setup: Administrate: 3DEXPERIENCE Platform: 3DSearch: Configuring the 3DSearch & 6WTags Default Display