Administration Roadmap

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

To implement Project and DHF 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 Project and DHF Management, the table provides cross references to topics that describe those configuration steps and options.

Software ComponentSetup or Configuration OptionFor 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.
Project and DHF ManagementInstall or upgrade Project and DHF Management and these required apps in the following order:
  1. Change Management
  2. Project Management
  3. Project and DHF Management
  4. Traceable Requirements Management (Optional)

Follow this navigation in the User Assistance:

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 Project and DHF Management to reflect your business processes.

Configuring the Display of Chapter Objects

Configuring Document Approvers

Configuring Document Classifications

Configuring Engineering Change Relationships That Determine Document Display

Configuring Relationships for Related Items

Configuring Document Revisions in Bookmarks

Configuring Traceability Options

If necessary, configure triggers for Project and DHF 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 Project and DHF Management, including internationalized text.

Collaboration and Approvals Administration Guide: Changing Onscreen Text

Collaboration and Approvals Administration Guide: About Internationalizing