3DEXPERIENCE P&O (People and Organization) is a powerful three-vector security concept (Organization, Collaborative Space, and Role). However, it is a different mindset than the traditional legacy systems’ security models which are focused on roles/groups and data, such as SMARTEAM, SOLIDWORKS PDM and MatrixOne (pre platform era). Adding to it things like restrictive roles, Share command and the IP security module makes it powerful, but it can also be a little intimidating if you are new to the platform or if you are migrating to the platform from a legacy system.
3DEXPERIENCE Use Cases for Third-Party Read-Only Access
In this blog, we will start with a very basic example of how to use 3DEXPERIENCE People & Organization (P&O) and Collaborative Space to allow third-party read-only access (i.e., supplier, customer, etc.) to a released document type (object in 3DX).
We will present two basic options using an out-of-the-box set-up with no customization for the scenario.
In the coming weeks and months, we will release a series of blogs with other examples of basic use cases of 3DEXPERIENCE P&O, as we believe it is always best to learn by example. We will cover cases of co-design, build-to-print, and “project-based” examples.
Scenario: Ability for external users to access (read-only) released data in 3DEXPERIENCE
This first option was last tested on 2021X FD08 on-premise.
Option 1 – External Access to an Internal Collaborative Space Using Share Command (user-defined share)
- Organizations (we will create two here or use the out-of-the-box (OOTB) one and create a new one):
- Company Name – Internal organization
- “External Org”
- Collaborative Spaces (again we will create two here):
- Development (example for one or more internal work’s Collaborative Spaces) (Private Collaborative Space)
- “External” (Private Collaborative Space)
- All “External” users would require licenses in the system.
- All external third-party users would be members of “External Org” and have a role (Contributor – can be restrictive for additional control) only in the collaborative Space “External.”
- Create dedicated bookmark/s to share with the third party.
- Access to release data for external third-party users will be provided by the Share command.
- Company users will be required to Share release data as necessary based on the business event/rule.
- Pros: Only the specified release data will be available to the external third party (more restrictive).
- Cons: A user is required to explicitly share data as needed based on rules, unless automation (customization by rules) is applied.
Option 2 – External Access to ALL Released (and Obsolete) Data Using Internal Protected Collaborative Space
- Organizations (only use OOTB Organization):
- Company Name – Internal organization
- Collaborative Spaces (Create two same as in Option 1):
- Development (example for one or more internal work’s Collaborative Spaces) (Protected Collaborative Space)
- “External” (Private collaborative Space dedicated for third party security context)
- All “External” users would require licenses in the platform.
- All external third-party users would be members of “Company Name” and have a role (Contributor) only in the collaborative Space “External.”
- Access to ALL released and obsoleted data for external third-party users will be provided by being members of the same Organization
- Pros: All released data is shared. No need for manual or automated share process.
- Cons: All released data is shares. Can’t be limited to specific objects.
- Anyone in the same Org will be able to see the data
- It is possible to share multiple objects in the platform
- New revision automatically carries over the share. Users need to remove it until the new revision is released again (last tested on 2021X FD08)
Let’s Talk About These Scenarios
As we know, some of these concepts can take a while to grasp and sometimes they contain certain terminology that is confusing. It’s difficult to convey these scenarios in a simple blog. We are always open to scheduling a one-on-one call or virtual meeting to go over the concepts in more detail and work with you to determine how your specific security requirements can map to the 3DX platform. Contact us today.