Fundamentals of 3DEXPERIENCE Management

A Practical Beginner’s Guide to Managing Your 3DEXPERIENCE Environment

Join us to learn the foundational concepts every new 3DEXPERIENCE admin and user should know — from managing users and roles to configuring collaborative spaces, workflows, revisions, and more. Perfect for anyone starting their 3DX journey. Whether you are new to 3DEXPERIENCE or looking to better understand the admin fundamentals, this session covers the essential tools and concepts that help you run your environment effectively.

You’ll walk away with a clear understanding of:

Core Platform Basics
• Compass navigation, dashboards, tabs & widgets
• Searching with 6WTags, notifications, bookmarks, and classification

User & Access Management
• Creating users, assigning roles, and managing user groups
• Understanding collaborative spaces (Private, Protected, Public)
• When to use Contributor, Author, Leader, Owner, Administrator roles

Managing Change & Governance
• How Change Requests, Change Orders & Change Actions work
• Using Investigation Requests
• Understanding Routes and approvals
• Intro to Business Process Management (BPM)

Controlling Data & Revisions
• Revision naming rules
• Setting maturity states
• Best practices for release and change control

SOLIDWORKS Integration Essentials
• Overview of UES (Collaborative Designer for SOLIDWORKS)
• CAD contribution rules
• Engineering Definition & Enterprise Item Number settings

Customization & Integration Overview
• What’s possible with EKL, Widgets, JPOs, Webservices & EIF
• Where customization makes sense — and where it doesn’t

Register now to join us.