Collaborative Business Innovator
3DDashboard
'Search in tab' option for each tab of a 3DDashboard
We can now search in each tab of a 3DDashboard with 'Search in tab' option under menu of each tab. It will display a search input as an overlay just beneath the tab name instead of focusing the top bar search input.
When you will start typing some text into the search input, the tab will be filtered automatically few second later.
Note: This search input as an overlay will keep display until you will close it manually or do any action to close it (For example: tab change, dashboard change, any action that will change the current tab to another tab etc.).
When you will click 'Search In Current Tab' option available for 3DDashboard, you will be redirected to 'Search in Tab' option available for current tab of the dashboard.
Search in widget
Now, we also have 'Search in widget' option available for each widget.
3DSwym
Forward Wiki Pages
We can now forward wiki pages from one community to another.
The forward feature that exists in 3DSwym allows you to share a content published in a community or a conversation to another community or conversation. It has now been extended to wiki pages.
Forward a single page
- Available from the content drop-down menu
- Accessible to members that created the wiki page, community owners and admins
This feature will now allow you to forward and display to the newly forwarded content, or to remain on the same page where the forward was done from, all of these is possible because of availability of 'forward & display' option.
Forward multiple page
- Available from the wiki tree menu
- Accessible to community owners and administrators
This feature will be available as an option in the wiki tree in which the 'forward & display' option is unavailable.
Benefits:
- Asynchronous
Forward process is asynchronous. You will receive notifications when all forwards are completed. - Display in what's new
All forwarded pages will be displayed individually in the what's new (large/compact/timeline) views. - Display in destination wiki
Keep original hierarchical structure.
Limitation:
- Media in a wiki page will not be forwarded in case you do not have edition rights on media or Media is in a public community.
- Single page forward : A warning will be displayed if any media in the wiki page cannot be forwarded due to insufficient rights.
- Multiple page forward : Notification will be received if a media in any of the wiki pages cannot be forwarded.
- All forwarded pages become public pages to the members of the destination community.
- A private wiki page cannot be selected as a destination.
Show private user groups
Private user groups have been introduced with R2022x FD01, but the integration with 3DSwym was not yet available. Private group visibility is restrained to selected users. Only platform administrators, group viewers, owners and managers can view and manage this kind of group.
Here are the cases about the possibility of visualizing a private user group in a community (same behavior for public, private and secret communities).
- Private user group management in a community
If you are a community owner and have viewer rights on a private user group, then you will be able to add private user group to the communities you own.
Once a private user group is added to a community, any owner of the community can modify the role of the private user group and remove the private user group.
Private user group visibility and use
All the members of a community (owner, author, and contributor) will be able to see the group name, properties and member list of a private group added to a community.
The members of a community with viewer rights on a private user group will be able to search and use (mention, share) the private user group.
The members of a community without any visibility rights on the private user group will be able to see group as well as the members, but will not be able to search group in order to mention or share content.
User Groups
Ability to delete multiple groups in user group service
This function now allows platform administrators and the main owner of groups to delete multiple groups at the same time which are available in both “All Groups” and “My Groups” sections via multi-select option.
Once Delete Selected Groups action is selected, a confirmation panel pops up.
Limitation:
- When trying to remove multiple user groups using “Select all” function, understand that it concerns only the visible/loaded groups.
- Like the “export” button, the “multi-delete” button is not visible on mobile/tablet devices. Therefore, the “multi-delete” operation cannot be performed on those devices. Please also note that when working on mobile devices, the multi-selection feature has been deactivated in both the “My Groups” and “All Groups” views.
3DDrive
Reorganized User Interface
It may be difficult for a new user to understand all the sharing capabilities of the 3DDrive app, this feature is a one way to address that by improving the user experience around sharing features.
The user interface is now reorganized for many features for a better access to sharing capabilities. We use this feature to easily share content with other users. Note that there are no new capabilities provided.
Here are some UI changes:
The "Add members" action is now removed from the top actions bar and content dropdown menu for folders and files.
When we will click on the "Share" action, we will get all the sharing capabilities suitable for the selection displayed on the screen.
- Share with users
- Share by link (New location of "Copy Link" which was previously available in content Properties)
- Publish to 3DSwym
The "Accesses" tab is now renamed as "Members" , "Access right" labels are now renamed as "Responsibility" and "Access rights" labels are renamed as "Responsibilities".
The "Access by link" tab is renamed "Share with external" and "Copy link" feature is now removed from the "Properties" tab.
Note: Same changes are applied for the lightbox: tabs are renamed and the "Share" action directly opens the sharing window instead of a dropdown menu.
Display only the selected tenant
You can now change the tenant using the top bar selection menu so that apps should display the content of the tenant selected, 3DDrive will only show the selected tenant in the drives view with all external drives (Box, Dropbox, Google Drive and OneDrive).
This function is applicable to 3DDrive and 3DSpace apps.
In case of 3DDrive, you will be able to change the current platform displayed in the 3DDrive App if the widget is pinned using the widget preferences.
Note: When the app is in "transient" mode (not pinned into a Dashboard tab), preferences are not saved.
3DEXPERIENCE Drive
Cache management when changing local path
The selective sync panel will now have a conditional informative banner like the one already available in the preferences panel. This feature will help you to change the local folder for sync by opening automatically the selective sync panel when changing path.
Also when selecting a new folder for synchronization, the Selective synchronization panel may be prompted automatically with an informative banner.
Benefits:
This feature will improve the user experience when selecting a new folder path for synchronization.
3DSketch
Always Safe
Sketches are automatically saved every minute and can be easily restored at any time in “My Contributions”
Keyboard Shortcuts
Improve your productivity on desktop devices with keyboard shortcuts. They are available for the principal tools of the application:
Sketch in context of a background image
Sketch in context of picture is now available for everyone in 3DSWYM communities and conversations by selecting ‘Sketch it’ on a perspective picture:
By choosing the ‘Sketch in context of a background image’ mode, the application will try to retrieve automatically the perspective of the given image.
• In case the AI algorithm has found more than one perspective, you can navigate through the different perspectives and choose the best one.
• In no perspective can be retrieved, you can manually set it.
3DWhiteboard
3DPlay
Document Experience
Navigate, annotate, collaborate, the experience made for all types of document
Image experience improved
User experience improved to have a best images visualization.
Capability to hide all 3DPlay user interface to focus only on image, zoom level indicator, background color with presets and auto mode which apply a color based on image main colors.
All of this to get a refined experience and enable user to build attractive dashboards.
3DPlay for all
Make 3DPlay the application which adapt to all platform users
Drag and drop from desktop
The list of standard exchange format supported is now enriched with STEP AP242 tesselated and monolithic format.
Also user can now decide to upload the content loaded in 3DSpace application in addition of 3DDrive and 3DSwym applications.
All of this to improve the user productivity because he can validate the content before to push it to 3DEXPERIENCE platform.
3DStory
3DSearch and 6WTags
Multitenancy support from 3DDashboard
This information will help you in case if you are using different environments having multiple tenants. This is a change related to the tenant list (Platform list) that is displayed.
Previously the secondary menu was visible with the “Select Platform” option, Now with this function the secondary menu will no longer have the “Select Platform” option.
The tenant change will be managed from the global top bar.
You will also be able to change tenant of a pinned search widget through a search widget preferences.
This preferences option will lead to the widget option which will allow us to set the widget tenant through a dropdown containing all the tenant available.
On mobile devices this design will still be the same. You need to go to the widget preferences and the same options will show up.
Local Search in 3DDashboard
Similar behavior is explained in 3DDashboard section above.
Access Role label changed to Responsibility
The label “Access Role” is now renamed to “Responsibility” in 6WTagger while viewing the Members section of a community.
Multi-factor Authentication (MFA)
As the global threat landscape evolves, Multi Factor Authentication (MFA) allows to prevent the most common attacks: if your password has been compromised, your account cannot be accessed unless having the 2nd factor.
In this context, Dassault Systèmes strongly recommends that you activate Multi Factor Authentication (MFA) for your 3DEXPERIENCE ID.
What is the Multi Factor Authentication (MFA)?
Multi Factor Authentication (MFA) is an authentication method that requires the user to provide two or more verification factors to gain access to a resource such as an application, online account, or a VPN
How does it work?
As a user, you can activate MFA by your own. Here is the practice
Step1 : login with your account to 3DEXPERIENCE Platform
Step2 : Go in “my profile” section
Step3: Click on “Account” and “2-Factor Authentication”
Step4: Click on “Activate”
Step 5: Fill in the security questions
Then, QR code appears:
Step6: Download on your mobile device an Authentication App, open it, follow the steps until you got the QR code scan ready
It can be Authy, Google Authenticator, 2FA – Authenticator, Authenticator, Duo Mobile,…
Here is what it looks like with Authenticator:
Step6: Copy the temporary code to the 2-Factor Authentication page
- You’re done. The 2-Factor Authentication is activated
Note that to avoid to enter the code each time you login, you have the capability to “trust” a machine
Collaborative Industry Innovator
3DSpace
Display only the selected tenant
This one not relevant on Internal platform as there is only one tenant available (Similar behavior is explained in 3DDrive section).
Optional organization selection for members of a collaborative space
This new feature will allow us to specify the organization with which we would like to add members (users/ user groups).
Note : Here the term ‘Organization’ refers to either Company or Business Unit or Department.
Benefit :
- This function will allow selecting an organization from the ‘add member’ panel. All the members will be added on the collaborative space with the selected organization.
- The ‘add Members’ panel will be modified in order to add the possibility to select the organization.
- The new option ‘Assign credentials with a given organization’ is deactivated by default. The current behavior will remain the default behavior.
- If this option is activated, We can type the first letters of the organization on the search bar, starting from the third letter, a list with the organization’s title is displayed automatically and the user can select one of them. All the members in this panel will be assigned to the selected organization.
- If the checkbox is selected and an organization is selected, the checkbox will remain checked for the future use of the add member modal. If the user clears the cache of the browser, the saved behavior for the checkbox will be lost.
- New created organizations may not appear immediately; the operation can take some time, as the search for those organizations relies on data indexing. The only first forty results corresponding to the typed organization’s title are displayed.
Here is a screenshot of how the ‘add members’ panel looks like.
Limitations:
- Only one organization can be selected.
- Update the responsibility on a specific organization can only be done from the ‘Advanced view’
- Only one organization can be selected from the list. In addition, this organization will be applied for all the added members.
Collaborative Task
Route Tasks "Abstain" Approval Configuration and Attachments
You can configure the "Abstain" approval option for a route task in 3DSpace. In addition, attachments are available in the properties for a route task.
Benefits: You have more capabilities for working with route tasks in Collaborative Tasks.
Task Ownership Propagates to Deliverables
- You can have deliverables for a Project Management task inherit their ownership from the task.
- The field Deliverables Inheritance allows the deliverables for a Project Management to inherit ownership from the task.
Benefits: Deliverables ownership is automatically assigned.
Route Owner Reassignment
- A route task card can now indicate that the route owner must reassign the route task.
- The icon on a route task card indicates that the route owner must reassign this route to a member of the selected user group. If there is no designated user group, then it can be reassigned to any user.
Benefits: The icon on a route task card is an easy way to see whether the route task needs to be reassigned.
Bookmark Editor
Here is the list of latest features for Bookmark Editor:
Download Multiple Documents
You can now download multiple documents using the Download File command or select Download File from the right pane-contextual menu.
Benefits: You can download the multiple files at the same time.
Classification Attributes
You can add classification attributes and view them in the content view column of Bookmark Editor.
You can view the value of the attributes in index mode and authoring mode.
Benefits: Associated classification attributes are shown in the Bookmark Editor app.
Bookmark Structure
You can now retain the bookmark structure without its content in the copied bookmark. All attributes and the sharing permissions of the child objects are copied with the bookmark structure.
Benefits: You can create multiple bookmarks with the same structure.
Document Management
New Document Revision Rule
- You can allow a new revision to be created when no revision exists within the states that you specify.
- Under Access Rules, for Lifecycle Operations, there is an option to Allow new revision creation if no revision already exists within these states. You can then choose the states from the lists.
Benefits: You can prevent the creation of document revision if any other revision exists in a particular state.
Toolbar Enhancements
- The toolbar in Document Management has additional lifecycle and collaboration commands.
- The enhanced toolbar is more consistent with common commands and is separated by a divider. The icon has changed for "Modified Date" in the sort switcher menu. The view switcher menu has view options.
Benefits: The toolbar has additional commands and it conforms to 3DEXPERIENCEPlatform design.
Engineering Documents Hidden
- Engineering documents are hidden from display in the Specifications tab.
- Engineering documents are no longer visible in the Specifications tab of the Documents command panel. Engineering documents are still available in the Navigation Spec Tree and should be managed from the Spec Tree only.
Benefits: Engineering documents are inconsequential object types in the Document Management app.
Mobile Improvements
Various improvements have been made to the user interface to enhance usage on mobile platforms.
Improvements include:
- No duplicate documents exist in lists.
- The toolbar uses the maximum width of the widget.
- The preview toolbar supports downloading documents on Safari.
- Edit and Download commands work without disabling the popup blocker.
Benefits: These enhancements make it easier to use Document Management on mobile devices.
EKL Script to Select Stores for Documents
- For on-premises, the administrator can configure stores with the help of EKL scripts.
- When you create a document object, the appropriate store is identified by the provided EKL script and it is used to check in the files. If stores are not configured, files will be checked in the store configured in the policy.
Benefits: You can use business logic for deciding the store for checking in files.
Author Can Release Documents
- The Author responsibility can release documents.
Benefits: This capability expands the Author responsibility.
Thumbnail and Preview Deletion
- When you delete a file or add another file on a single file document, the existing thumbnail and preview are also deleted.
- You can see the default thumbnail for the document containing no file or multiple files in a document. In addition, 3DPlay displays the default message for these documents.
Benefits: Thumbnails and previews of documents remain consistent with a document's content.
Multiple Document Selection
- You can select multiple documents in the Document Management widget.
- You can select multiple documents in the grid view, tile view, and thumbnail view. The following commands support multi-selection: Maturity, New Revision, Duplicate, Compare, Share, Move, Change Owner, Download, Relations, and Delete
Benefits: You can perform certain operations on multiple documents at a time..
Multiple Document Download
- You can select and download multiple documents within Document Management and from 3DSearch results.
Benefits: You can select and download multiple documents in one action.
Side Panel Improvements for Mobile
- The size of the side panel has increased for mobile display.
Benefits: You get a wider side panel display on mobile devices.
