Administration Roadmap

To implement Change Management, certain software components must be installed, set up, and configured to match your business processes and environment.

To implement Change 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 Change 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

(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

Document Management

Install or upgrade Document Management.

-
Change Management

Install or upgrade Change Management.

Refer to the administration roadmaps of other apps that will use it for information on installation order.

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 Change Management to reflect your business processes. See Configuring Change Management.
If necessary, change the on-screen text for Change Management, including internationalized text.

Collaboration and Approvals Administration Guide: Changing Onscreen Text

Collaboration and Approvals Administration Guide: About Internationalizing

To enable your organization to use app-specific roles in Change Management, you must deactivate triggers for baseline roles. See Installation and Setup: Deactivating Baseline Triggers for Engineering Apps.