Administration Roadmap

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

To implement Traceable Requirements 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 Traceable Requirements 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 Define the name of the host company by changing the name of the "Company Name" business object. Collaboration and Approvals Administration Guide: Vaults, Companies, and Users
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: Vaults, Companies, and Users
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

(Optional) Configure your 3DEXPERIENCE platform to consume services from integrated external systems using Open Services for Lifecycle Collaboration (OSLC).

Configuring 3DEXPERIENCE as an OSLC Consumer

(Optional) Configure the OAuth service and OAuth1 Control Center app so that you can use OAuth 1.0a authentication between ENOVIA apps acting as a service provider and the external applications consuming the services using OSLC.

Configuring OAuth Authentication for OSLC Provider Integrations

Approving OAuth Consumer Keys for OSLC Provider Integrations

Traceable Requirements Management

Install or upgrade Traceable Requirements Management and these required or optional apps in the following order:

  1. Change Management
  2. Traceable Requirements Management
  3. Project Management (Optional)
  4. Variant Management (Optional)
  5. Program and Contract Management (Optional)
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
Perform the necessary data migrations after upgrading to a new release of Traceable Requirements Management. See Migration > Data Migration in the Program Directory.
Configure Traceable Requirements Management to reflect your business processes.

Configuring Configuration and Effectivity Services

Configuring the Derivation Traceability Matrix Report

Configuring How Requirement Objects Are Imported From Microsoft Excel

Configuring Product Line Management

Configuring QuickCharts

Configuring Requirement Quality Checking

Configuring Structure Capture Automation for Requirement Capture from Microsoft Word

Enabling the Edit in Word Functionality

Use Collaborative Spaces Control Center to configure the following types of objects used by Traceable Requirements Management:
  • Chapter
  • Comment
  • Requirement
  • Requirement Specification/Requirement Group
  • Specification Folder
  • Test Case
  • Test Execution
  • Use Case

Adding Custom Attributes to Types

Configuring Access Rules (including read operations, modify operations, lifecycle operations, and ownership operations)

Configuring Maturity Graphs (Lifecycles)

Configuring Naming Rules for Content

Configuring Revision Sequences

Note: There are only two revision sequences available for Traceable Requirements Management object types: alphabetical (A, B, C, ...) or numerical (1, 2, 3, ...).

If necessary, customize Traceable Requirements Management to reflect your business processes.

Displaying a Custom Column in the Requirements Structure Editor