Administration Roadmap

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

To implement Defect Management and Collaboration 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 Defect Management and Collaboration, 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
Defect Management and Collaboration

Install or upgrade Defect Management and Collaboration.

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
Enable DesignSync file access.DesignSync File Access Administration Guide: Configuring DesignSync File Access
Perform the necessary data migrations after upgrading to a new release of Defect Management and Collaboration.See Migration > Data Migration in the Program Directory.
Configure Defect Management and Collaboration to reflect your business processes.

Configuring Defects

Configuring Defect Actions

Configuring Dispositions

Configuring Exported Custom Product Attributes When Creating DesignSync Modules

Configuring How a Product Hierarchy is Exported to DesignSync

Configuring How Modules Are Imported From DesignSync

Configuring Impact Analysis

Configuring Which Fields Are Copied With a Defect

Configuring User Input Options in Defect Management and Collaboration

If necessary, customize Defect Management and Collaboration to reflect your business processes.

Customizing the Import of Module Versions

Customizing Range Values for Defect and Defect Action Attributes

Managing Environments