Customization Process

3DSpace apps are delivered with a baseline behavior so that they can be used without any prior customization. The baseline behavior solution is a good starting point for users but they may realize that it does not completely match their business processes. This is where customization starts. There are many reasons for customizing the 3DEXPERIENCE and for each reason, a set of tools (new or legacy tools) or mechanisms can be used to operate the customization.

This page discusses:

On Premises - Baseline Behavior

StepsAdvancedExplanationTools to Use
Customize the data model
Defining objects-You can create:
  • subtype,
  • customer extensions
  • deployment extensions
  • attributes
Use Model Customization. For more information, see:
Determining the naming schemeYou can select revision naming schemes, or object naming schemes.
Manage the Security Model
Determining the access mode of attributes depending on rolesYou can control the access to attributes depending on the access role you are granted or you want to grant to a user:
  • Read only
  • Read/write
  • No visibility
Use the mask compiler.
Customize the behavior of apps or of the 3DEXPERIENCE platform
Customizing apps behaviorApps provide you with resources to adapt their behavior depending on your needs.Use the commands available under Content in the 3DDashboard Platform Management to change the behavior. For example, you can change the naming rules.
Customizing the behavior of the 3DEXPERIENCE platform -You may want to modify predefined behaviors. For example you can forbid the promotion of an object to a given state as long as its children are not in the appropriate state.Use Data Setup. For more information, see Data Setup.
Using the maturity graph---
Handle the visilibity of attributes in the user interface
Optional: Ordering attributes in a dialog boxYou can order attributes in the New Content and the Edit Properties dialog boxes.
  • Win side: Save your mask file on the server and use the mask compiler.
  • Web side: use MQL.
Optional: Reducing the list for given attributesWhen working with native apps, you can reduce the list of values for given attributes.Use the Attributes Valuation Propagation (PLMAttributesPropagation) opening.
Managing IconsYou can add icons to types and subtypes.For native apps only:
  • Enter the icon name in Data Model Customization.
  • Copy the icons in the runtime view.
Managing NLSUse:
Transpose customization to a production environment
  • If you used Model Customization, use the import and export commands. For more information, see Exporting a Deployment Package.
  • Use the Content tab of the 3DDashboard Platform Management to export or import the customization performed in this dashboard.
  • Use the Experience Configuration > Manage P&O and Content command in the ENOVIA Collaboration and Approvals dashboard to export or import the customization performed in this dashboard.
  • For customization in Data Setup, see Transferring Resource Sets from a Server to Another Server.
IndexUse Update Index for Packages when using Data Model Customization. For more information, see Upgrading Former Customization Performed Using MQL/Business Tools and Updating the Package Index.

Customer-Specific Environment

StepsAdvancedExplanationTools to Use
Customize the data model
Defining objectsYou can create:
  • subtypes
  • customer extensions
  • deployment extensions
  • attributes
Use Data Model Customization. For more information, see Model Customization and Specialize Data Model.
Determining the naming schemeYou can select revision naming schemes, or object naming schemes.
Manage the Security Model
Creating and allocating policies

You are not allowed to modify baseline policies. You must create new policies and redirect the policy choice of a given type to the new policy. To do so, use Data Setup to overwrite the business rule that computes the policy when creating an object for native apps.

The customized type must be associated to a policy that defines the following information:

  • The lifecycle of the objects, for example Draft, In Work, Released.
  • The format of the revision numbers of the objects, for example 1,2,3.. or A,B,C….
  • The store in which the associated streams is stored, if any
  • The permissions on the objects

If you want to reuse an existing policy for the newly created type, modify the policy to specify that it applies to that type. This can be done in MQL as a system administration user (for example creator): MQL<> modify policy "Policy1" add type "CustomType";

If you want to create a policy, you can do one of the following :

  • Create a policy from scratch: MQL<> modify policy "CustomPolicy" type "CustomType"...
  • Duplicate an existing policy and adapt it for the new type:
    MQL<> copy policy "Policy" "CustomPolicy"; MQL<>
    modify policy "CustomPolicy" type "CustomType"...
    

  1. Use MQL.
  2. Allocate the policy using the INFRAAuthorizedPolicies opening. For more information about this opening, see Data Setup: List of Resource Set IDs: Social and Collaborative Apps: Business Logic for Object Typing: Selection of a Policy from a Set of Applicable Policies (INFRAAuthorizedPolicies).
Determining the access mode of attributes depending on access rolesYou can determine the access to object attributes based on the access role of the user.Use masks.
Customize the behavior of apps or of the 3DEXPERIENCE platform
Customizing apps behaviorApps provide you with resources to adapt their behavior depending on your needs.Use Data Setup to create your business rules. For more information, see Data Setup.
Customizing the behavior of the3DEXPERIENCE platformThe 3DEXPERIENCE platform provides you with openings to adapt its behavior depending on your needs.Use Data Setup or the Business Rule Editor. For more information, see Data Setup.
Using the maturity graph
Manage stores For administration reasons, you may need to use different stores and select the store depending on the type.
  1. Create the store in MQL.
  2. Select the store using the Policy Chooser.
Note: There is no web tool to manage stores and vaults.
Handle the visilibity of attributes in the user interface
Optional: Ordering attributes in a dialog boxYou can order attributes in the following dialog boxes:
  • New > Content
  • Edit Properties
  • Attributes1
  • Win side: Save your .mask file on the server and use the mask compiler.
  • Web side: use MQL.
Optional: Reducing the list for given attributesDepending on the access role granted, you can reduce the list of possible values for given attributes.Use the Attributes Valuation Propagation (PLMAttributesPropagation) opening.
Managing IconsYou can associate an icon to a specialized type.Use the dedicated field when creating a specialization type. For more information, see Creating, Editing and Deleting a Specialization Type.
Managing NLSYou can adapt your user interface in different languages.For native and web apps, use Manage Translation in Model Customization.
Transpose customization to a production environmentAfter developing and testing a customization, you must deploy it in a production environment.
  • When working with the P&O, use VPLMPosImport (file import).
  • When working with Data Model Customization, use the Export and the Import commands. For more information, see Exporting Masks and Importing Packages.
  • For masks, copy the file generated by the mask generator.
  • Copy the icons manually.
Index

Note: You can create policies on the win and on the web side.