Administration Roadmap

To implement IP Classification, on premises, you must first install the 3DEXPERIENCE platform as described in Installation and Administration| 3DEXPERIENCE platform.

Note: The IP Classification and Classify and Reuse apps on cloud are supported in iOS 12.

The table below contains a list of supporting components that need to be installed and configured along with a reference for more information. For IP Classification tasks, the table provides cross references to the sections of this guide that describe those steps and options.

Software Component Setup or Configuration Option Refer to:
Collaboration and Approvals

Configure checkin and checkout using properties and URL parameters.

 Collaboration and Approvals Administration Guide

Configure triggers installed with IP Classification:

Turn off triggers that you do not want.

Change parameters passed to trigger programs, as required.

Determine vaulting strategy and set up company vaults.

In the app, add companies, assign vaults, and add at least one administrative user per company.

MQL Concepts

Collaboration and Approvals Administration Guide
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" section of the Collaboration and Approvals Administration Guide.

IP Classification For Semiconductor IP Classify and Reuse, enable DesignSync file access See DesignSync File Access Administration Guide:Configuring DesignSync File Access

If upgrading, migrate the required data

See Migration > Data Migration in the Program Directory.

Configure IP Classification to reflect your business processes.

Configuring IP Classification

Set up features:

State blocking

RDO-specific attribute groups

Batch Printing

PDF Rendering

Schema and

Properties

Batch Printing and PDF Rendering

Configure triggers:

Turn off triggers that you do not want.

Change parameters passed to trigger programs, as required.

See the Collaboration and Approvals Administration Guide for details on working with triggers.
Change onscreen text, if required, for IP Classification, including internationalized text.

Changing Onscreen Text and Internationalizing Business Process Services Products section of the Collaboration and Approvals Administration Guide.