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The
3DEXPERIENCE platform is a business experience platform that provides
product
lifecycle management capabilities. It enables you to collaborate with team
members to design
products and bring them to final release.
Search
for,
store, and manage files in collaborative spaces on the
3DEXPERIENCE platform in the cloud.
Share files with members of your team and collaborate using product
lifecycle management features such as
lock
and
unlock,
tags, and
revisions.
The
apps
run inside SOLIDWORKS and SOLIDWORKS Visualize.
Details about
Render with
SOLIDWORKS Visualize
is
available in Working with the
3DEXPERIENCE Platform.
Contents
Key Terms for the 3DEXPERIENCE Platform and 3DEXPERIENCE Connector for SOLIDWORKS
The Derived Format Converter converts the exact geometry in .SLDPRT and .SLDASM files for use in
3DEXPERIENCE modeling and simulation apps.
Permissions and Access to Content
On the 3DEXPERIENCE platform, your administrator assigns access roles that define how you can work with
content in your collaborative spaces and tasks.
You save files to the 3DEXPERIENCE platform in a storage area known as a collaborative space. You must have
access to a collaborative space before you can work with the 3DEXPERIENCE platform.
After installing the 3DEXPERIENCE Connector for SOLIDWORKS, you connect to the platform from the
3DEXPERIENCE tab in the Task Pane. This tab integrates all the capabilities of the 3DEXPERIENCE Connector for
SOLIDWORKS.
The 3DEXPERIENCE platform offers you a wide selection of apps, which you can access from the 3DDashboard
and MySession.
You can use the MySession widget to manage SOLIDWORKS on the 3DEXPERIENCE platform.
Compass
The Compass
is the gateway to the 3DEXPERIENCE platform. It lets you access
roles
and apps
in
the platform.
Role
A
role lets you use a selected group of apps and services useful for a specific job.
You can have multiple roles and your administrator can create a custom role for
you.
Search
for,
store, and manage files in collaborative spaces on the
platform
Share
files with team members and collaborate using product lifecycle
management
features
Access
additional apps and services such as the 3DEXPERIENCE
Marketplace
Collaborative Spaces
A collaborative space is a secure area on the 3DEXPERIENCE platform where you
can store and manage files and use version
control features to collaborate with
team members. Collaborative spaces can manage
files for projects and content
libraries. You can have access to multiple
collaborative spaces.
Physical Product
A physical product is a configuration of a part or assembly that can
be
manufactured. When you save a .sldprt or
.sldasm file to a collaborative
space,
each configuration becomes a physical product with a unique part number
that you can
find in searches.
Representation
A representation is configuration that cannot be manufactured, such
as an
exploded, flattened, or defeatured view of a part or assembly. Representations
have the same part number on the 3DEXPERIENCE platform as
the physical
product with which they are associated.
CAD
Family and CAD
Family
Objects
A CAD family is one or more configurations of a part or an assembly.
It can include
multiple physical products (manufacturable configurations). A CAD
family object is
the root or top-level configuration. You must save all the physical
products in a
CAD family in the same collaborative space.
A web browser.
4. Under Me,
click SOLIDWORKS.
6. To use
Design
with SOLIDWORKS or Render with SOLIDWORKS Visualize
for
the first time:
c. Log in if required.
The
Derived Format Converter converts the exact geometry in .SLDPRT and
.SLDASM files for use in 3DEXPERIENCE modeling and simulation
apps.
To install the Derived Format Converter:
5. Click Compass > Derived Format Converter again to initialize the Convert
feature so you can use it in the 3DEXPERIENCE Connector for
SOLIDWORKS add-in.
Permissions
and Access to
Content
On the
3DEXPERIENCE platform, your administrator assigns access roles
that
define how you can work with content in your collaborative spaces and tasks.
An Administrator can
perform administrative tasks such as creating
collaborative spaces for users,
but usually cannot edit content.
Other access roles define permissions for accessing and working with
content, for
example:
Creating a Collaborative
Space
1. Log in to the
3DEXPERIENCE platform.
4. In the
3DSpace
app, click My Collaborative Spaces > New Collaborative
Space.
5. Specify:
Title
Description
Visibility
Family
6. Click Create.
Connecting
to
the
Platform
from the 3DEXPERIENCE
Tab
MySession
3DSearch
Relations
Project Explorer
Bookmark Editor
Compare
b. Under Active
Add-ins and Start
up, select 3DEXPERIENCE.
2. In the 3DEXPERIENCE
tab, click Connect and log in to the 3DEXPERIENCE
platform using your 3DPassport credentials.
3. Select a Collaborative
Space and Role, and click
OK.
Getting
Started with the
3DEXPERIENCE
Apps
The
3DEXPERIENCE
platform offers you a wide selection of apps, which you can
access from the 3DDashboard and
MySession.
App Description
App Description
3DSwym
Connects you to communities where you can
collaborate,
ask and answer questions, and share information in
blogs
and wikis.
Bookmark
Editor Lets you organize and manage your CAD
and non-CAD
content in bookmarks.
3DDrive Lets
you share a file or a folder of files with people who do
not have access
to a collaborative space.
Content
in
3DDrive is not subject to lifecycle
management.
3DEXPERIENCE
Provides additional integrations and shortcuts
between
Drive for
3DDrive and SOLIDWORKS, such as:
Windows
Desktop Client Syncing your files from 3DDrive to a folder on your
hard disk drive
Contents
Opening Apps in MySession
A dashboard lets you organize apps and content to suit your needs. Your default dashboard is the Collaborative
Designer for SOLIDWORKS.
My Content is a 3DSearch feature that displays your personal indexed content. You can find and open files using
My Content as well as MySession.
Opening Apps in
MySession
To
open an app in MySession:
1. In the top
bar of MySession, click the Compass
.
Some apps open in the SOLIDWORKS Task Pane and some open in a
browser.
Tips:
A dashboard lets you organize apps and content to suit your needs.
Your default
dashboard is the Collaborative Designer for
SOLIDWORKS.
Finding
Files Using My
Content
My Content is a
3DSearch feature that displays your personal indexed content. You
can find and open
files using My Content as well as MySession.
To use My
Content:
Managing Files in
MySession
You can
use the MySession widget to manage SOLIDWORKS on the
3DEXPERIENCE
platform.
You can
open and save files from the 3DEXPERIENCE platform by using the
context menu or action bar in the MySession
widget. You can also export product
lifecycle-related data about the models, such as the
status, maturity state, and
revision.
d fil h
How do I save SOLIDWORKS files
in
the
3DEXPERIENCE platform?
Open the .SLDPRT, .SLDASM, .SLDDRW
files in SOLIDWORKS. When you are
ready to share them in the 3DEXPERIENCE platform, save the files using the
MySession widget in the 3DEXPERIENCE Task Pane. Collaborative spaces store
SOLIDWORKS files as physical products.
You
can create your own collaborative spaces
if
your administrator allows it. You
can use
collaborative
spaces for projects and content libraries.
If you want to delete the file from the platform, you need to delete
the CAD family.
Contents
Videos About Working in MySession
The My Work folder handles file management as you upload and download files between your computer and the
3DEXPERIENCE platform.
You can find a file on the 3DEXPERIENCE platform using the 3DSearch search box. If you click the tag icon, you
can use 6WTags to filter and refine the search results.
You can perform product lifecycle management (PLM) operations on files on the 3DEXPERIENCE platform using
the MySession widget.
You can select options to save a file that include adding a bookmark, creating a new revision, or converting part
geometry for use with 3DEXPERIENCE modeling and simulation apps.
You can upload and save multiple folders containing SOLIDWORKS files to a collaborative space by using the
Save to 3DEXPERIENCE add-in.
You can export Product Lifecycle Management (PLM) data for a model to a comma-delimited text (.csv) file by
using the Export tools in the action bar.
Renaming a Title
For parts, assemblies, and drawings, the Design with SOLIDWORKS app lets you give a document a title that is
different from the file name.
Videos
About Working
in
MySession
The YouTube videos are based on the user interface in an earlier release, but the
concepts described are still valid.
Uploading
a File
to
the
3DEXPERIENCE Platform
The My
Work folder handles file management as you upload and download files
between your computer
and the 3DEXPERIENCE platform.
The Design
with SOLIDWORKS app
saves the file in the default collaborative space.
You can specify
another collaborative space to store the file from the list in
MySession.
To upload a file
to the 3DEXPERIENCE platform:
1. In MySession,
save
the file by:
To save multiple files and folders in one step, see Saving Multiple SOLIDWORKS
Files to the 3DEXPERIENCE Platform
For details
about
the
My Work folder, see My Work Folder in Dassault Systèmes
User Assistance. Access to Dassault Systèmes User Assistance requires
3DEXPERIENCE credentials.
You
can find a file on the 3DEXPERIENCE platform using the 3DSearch search box.
If you click the tag icon, you can use 6WTags to filter and refine the search
results.
When you find the file and open it, you can also
lock
it to prevent other users from
modifying it while you are working on it.
To open and
lock
models in MySession:
1. In the
search
box, enter
search
terms for the
file
and press Enter.
2. To use 6WTags to
filter and refine the search results, click the tag icon ,
and refine the search using the displayed
tags.
3. From the search results, select a model, and click the down
arrow to
select the following choices:
Option Description
Issue Management
Product Explorer
You can perform product lifecycle management (PLM) operations on files on the
3DEXPERIENCE platform using the MySession widget.
The MySession widget displays a
tree view of the active file and a list of
commands that you can access through the
action bar and context menu.
Command Description
Replace
Replaces the revision in the session by another revision that you
by
select.
Revision
Maturity
Displays the lifecycle state of the
file
and allows users with the
relevant permissions to change the
state, for example, from In
Work to Frozen.
New Creates a new revision of a file on the server and refreshes the
Revision local copy on your computer to reflect the new
revision.
Saving
a
File with Options in
MySession
To save
a file with
options in
MySession:
New
Revision
Bookmark
Release
lock
after Save
3. Click Save.
MySession
unlocks
the model and updates the revision.
Saving Multiple
SOLIDWORKS Files to the
3DEXPERIENCE
Platform
You can upload and save multiple folders containing SOLIDWORKS files to a
collaborative space by using the Save to
3DEXPERIENCE
add-in.
The add-in loads into SOLIDWORKS by default. To disable the add-in, click
Tools >
Add-Ins and clear Save to
3DEXPERIENCE.
You cannot run the add-in if you have any open documents in SOLIDWORKS,
and
you cannot use SOLIDWORKS while the add-in is processing.
1. In
SOLIDWORKS, click Tools > Save to 3DEXPERIENCE.
2. In
the Save to 3DEXPERIENCE dialog
box,
click Add Folder.
4. Populate the list of folders that you want to upload by doing the
following:
5. In
the Save to 3DEXPERIENCE dialog
box,
under the Destination column,
select a
collaborative space.
Option Description
Skip
if duplicate files are Detects and
skips
duplicate
files
based
found. on one of the following:
File ID
File Name
Back up files before You can specify a temp folder to store the
processing. files
before uploading to the collaborative
space.
To resolve conflicts with duplicate files, you can pause the process
and
manually rename or repair the files.
8. Click Save.
Exporting
PLM Data
in
MySession
You can
export Product Lifecycle Management
(PLM)
data for a model to a
comma-delimited text (.csv) file by using the Export
tools in
the action bar.
3. Do one of the
following:
Click Export to
export all PLM data about the
model.
Click Export Options to select
specific PLM
terms,
such as
Revision, Latest Version, or Description.
Renaming
a Title
The title is a name that you can change whenever required. The file
name is a
unique identifier that remains unchanged.
When
you enable the
Design with
SOLIDWORKS
app,,
documents display the title
instead of the file name. If you have not assigned a
title, documents display the file
name.
The following dialog boxes list both the title and the file name:
Pack and Go
Reload
Find References
To rename
a
title:
1. In the
FeatureManager
Design
Tree, right-click a SOLIDWORKS document
and click Rename Title.
Resources for
Documentation
and
Support
Resources
Program Provides information to help you install your
3DEXPERIENCE
Directory product and learn about the latest release,
such as:
Getting Started
3DEXPERIENCE
Platform