Administration Roadmap

To implement Connector for SOLIDWORKS, certain software components must be installed, set up, configured, and customized to match your business processes and environment.

To implement Connector for SOLIDWORKS 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 Connector for SOLIDWORKS, 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: Configuring People and Organizations
Collaborative Services Install third party apps such as 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. Connector for SOLIDWORKS provides viewers for generic and JT file formats by default. You need to register any other required viewer so that users can open the file from the application. Collaboration and Approvals Administration Guide: Configuring BPS Functions: Setting Up 2D and 3D Viewers
Installation and Setup: Administrate: Social and Collaborative: Global Design Management: X-CAD Design Management - Installation and Administration: Installing Integration Exchange Framework
Connector for SOLIDWORKS

Install or upgrade Connector for SOLIDWORKS and these required or optionalapps in the following order:

  1. X-CAD Design Management
  2. Connector for SOLIDWORKS server
  3. ENOVIAIntegrationExchangeFrameworkClient
  4. Connector for SOLIDWORKS client
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
Configure Connector for SOLIDWORKS to reflect your business processes. Configuring Connector for SOLIDWORKS