Administration Roadmap

This section describes the software components that must be installed along with tasks that must be performed for a successful installation of Project Management.

To implement Project 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 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.
Register viewers, define formats, and set up viewer preference choices. Collaboration and Approvals Administration Guide: Configuring BPS Functions: Setting Up 2D and 3D Viewers
Project ManagementInstall or upgrade Project Management and these required apps in any order:
  • Collaborative Tasks
  • Project Management
Note: Whenever you install a 3DSpace or Collaboration and Approvals HF release, and you are running the Project Management GA release, you should also update the Project Management app to its latest HF.

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 required data.See Migration > Data Migration in the Program Directory.
Configure Project Management to reflect your business processes.
If Required, customize Project Management to reflect your business processes.
Note: Some Project Management properties are also configurable through the 3DSpace Control Center. See the 3DSpace: Collaborative Space Control Center
If required, configure Product Line Management to reflect your business processes.Configuring Product Line Management
If Required, configure triggers for Project Management to reflect your business processes:
  • Turn off triggers that you do not want.
  • Change parameters passed to trigger programs, as required.
Collaboration and Approvals Administration Guide: Activating and Deactivating Triggers and Studio Modeling Customization Guide: Triggers
Note: Some triggers are also configurable through the 3DSpace Control Center. See the 3DSpace: Collaborative Space Control Center
If required, change the on-screen text for Project Management, including internationalized text.

Collaboration and Approvals Administration Guide: Changing Onscreen Text

Collaboration and Approvals Administration Guide: About Internationalizing