Administration Roadmap

Services Management can be used as installed without additional configuration.

To implement Services 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 Services 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
Activate any languages used for generating documents. Collaboration and Approvals User's Guide: Languages Page
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.
Services Management

Install or upgrade Services Management and these apps:

  • Mandatory:
    • Report Template Design
    • Report Generation
    • Project Management
    • Variant Management
  • Optional:
    • IP Classification

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
Configure Services Management to reflect your business processes. Configuring the Derived From Function for Services Items

About Administration Tools
If necessary, customize Services Management to reflect your business processes. Adding Product Classifications

Adding Document Classifications