Widgets to Configure Content and Business Rules

The Collaborative Spaces Configuration Center lets you configure rules for different types of content. These options are designed to work in a baseline environment. They are not intended to work or to be used in a Customer-Specific Environment (CSE) unless explicitly stated.

To access this page:

  1. From the compass, select Collaborative Spaces Control Center.
  2. Click the Collaborative Spaces Configuration Center widget.

If you added this widget to a dashboard, open that dashboard.

The Collaborative Spaces Configuration Center widget includes these menu options in the left pane.

Option Description For More Information
Attributes Management Extend content types by adding attributes. Extending Content Types with Attributes
Content Naming Rules Define how content is named, including any required prefixes. You must have the Collaboration Sharing or Collaborative Industry Innovator license role to access this widget. Configuring Naming Rules for Content
Revision Naming Rules Select the revision sequence for major revisions for content categories. You must have the Collaborative Industry Innovator license role to access this widget. Configuring Revision Sequences
Access Rules Select read and write rules that determine who can access which content based on users access levels and security contexts. You must have the Collaborative Industry Innovator license role to access this widget. Configuring Access Rules
Maturity Graph Edit lifecycle states and transitions. Editing Lifecycles
Configuration Deployment Import or export parameters. You must have the Collaboration Sharing or Collaborative Industry Innovator license role to access this widget. Exporting and Importing Configurations
Bookmark Define rules to customize Bookmark behavior. Configuring Bookmarks
Change Management Select rules to govern Change Actions and Change Orders. Configuring Change Management
Collaboration Management Map attributes between product and part; define which types should not be included in collaboration between product and part. Configuring Attribute Mapping and Types for EBOM/Product Collaboration
Configuration Management Enable Date and Unit effectivity when defining effectivity or filtering objects by configuration context. Configuring Effectivity
Derived Format Management Create format rules to activate or deactivate the generation of any derived format. Configuring Derived Format Management
Engineering Definition Customize the format for enterprise item numbers that users can create. Configuring Engineering Definition
Engineering Part Automation Select rules when using Engineering BOM Management. You must have the Collaborative Industry Innovator license role to access this widget. Configuring Engineering BOM Management
Exchange Management Select the access roles that can perform specific actions. Configuring Exchange Management Commands
IP Protection Classification Configure cache, logs, and locations for IP Protection Classification. Configuring IP Protection and Export Control Management
Lifecycle and Collaboration Configure access to lifecycle and collaboration commands. Configuring Lifecycle and Collaboration Commands
Requirements Configuration Enable and configure the requirements quality analyzer tool. Configuring Requirement Quality Checking
Retention Policy for Iterations Define the retention policies for physical representations. You must have the Collaboration Sharing or Collaborative Industry Innovator license role to access this widget. Configuring Iterations
Specification Management Enable the release snapshot feature for Specification Management. Configuring Specification Management
Systems Architecture Definition Configure the architecture number and proposed solution. Configuring Systems Architecture Definition
Variant Management Configure the maximum number of product configurations that can be cloned at once in Variant Management. Configuring Product Configuration Copying and Moving
X-CAD PLM Collaboration Map the user-defined attributes of a physical product to user-defined attributes and some default attributes in the X-CAD. Configuring Attribute Mapping and Settings for CAD PLM Collaboration Services