Administration Roadmap

The Installation and Administration Roadmap lists the components that need to be installed and configured in the suggested order of implementation. It also provides cross references to the topics that describe those configuration steps and options.

To implement Product Structure Editor 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 Product Structure Editor, 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
Product Structure Editor Installation

Install or upgrade Product Structure Editor and these apps in the following order:

  1. 3DSpace
  2. ENOVIA-UnifiedX-CADDesignManagement
    Note: If you install ENOVIA-XCADDesignManagement on the same server as ENOVIA-UnifiedX-CADDesignManagement, then the latter can only be installed after the former and after legacy connector server components have been installed.
  3. 3DExplore
 See
  • Installation and Setup: Install: 3DEXPERIENCE Platform: Installing 3DEXPERIENCE PlatformServices for the First Time: Installing Services One-by-One: 3DSpace
  • 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
If necessary, customize Product Structure Editor to reflect your business processes. Administration: Customizing the Separator and Grouping Characters Used in Effectivity Expressions
Product Structure Editor Administration Creating Templates for 3D Parts. Assigning a 3D Part to the 3D Part Template
Creating Templates for V5 Parts and Products. Creating Templates for 3DEXPERIENCE Products, Parts, and Drawings with CAD Master
Activating Decoupling for Edit Variant. Activating Decoupling for Edit Variants and Options