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Access and Activate | Beginner's Guide to SOLIDWORKS with Cloud Services

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Your First Steps as a 3DEXPERIENCE Platform Administrator

Learn how to access and activate the 3DEXPERIENCE platform for the first time.

These steps apply to both SOLIDWORKS with Cloud Services and 3DEXPERIENCE SOLIDWORKS

 

 

What is covered?

  • Platform Management Dashboard: An introduction to the main dashboard for administrators. [00:23]
  • Adding new users: The process of adding new people to the platform. [00:41]
  • Assigning roles: How to give different users specific roles and permissions. [01:21]
  • Inviting new members: The steps for inviting new people to join a collaborative space. [01:38]
  • What is 3DEXPERIENCE and how does it work: A brief explanation of the platform and its functionality. [02:51]
  • Enabling external file sharing: How to allow files to be shared with people outside of the platform. [03:00]
  • Creating collaborative spaces: The process of setting up new areas for teams to work together. [03:32]
  • Overview of configuration settings: A quick look at the various settings available for platform configuration. [03:46]

 

Step-by-Step Instructions (AI-generated from video transcript):

Based on the video at https://youtu.be/ZC7J3Yc7YdI, here are step-by-step instructions for adding a user and going through the basic settings in the platform for SOLIDWORKS users.

 

Part 1: Adding a New User

  1. Access the Members Tab: In the Platform Management Dashboard, click on the Members tab and then select Invite Members to begin.
  2. Enter User Details: In the dialog box, enter the user's email address and assign a right (Member, Administrator, or External), which determines their platform permissions.
  3. Assign Roles: Assign a role to the user. Every user is given the 3D Swimmer role by default, providing basic access. You can grant additional roles for specific apps and functions.
  4. Add Additional Apps (Optional): Add any necessary add-ins, such as the SOLIDWORKS Add-in, which allows users to view platform data within SOLIDWORKS.
  5. Send the Invitation: Click Invite to send an email invitation. The user must accept the invitation and log in with their 3DEXPERIENCE ID.

Part 2: Assigning a Role to an Existing User

  1. Access User Information: From the Members tab, click the information button next to the user's name.
  2. Grant the Role: Select View all to see a list of available roles. Click on the desired role to grant them access to its associated apps and functions.

Part 3: Managing Content

  1. Access the Content Tab: Click the Content tab in the Dashboard, which contains settings for data storage and sharing.
  2. Configure 3D Drive: The Drives Control Center manages 3D Drive storage. To allow external sharing, enable the shareable link setting.
  3. Create Collaborative Spaces: In the Collaborative Spaces Control Center, create new spaces to manage data in 3D Space and control access for different teams.
  4. Configure Platform Options: Use the Configuration Center to set platform options for SOLIDWORKS files, such as attribute mapping and lifecycle states.
  5. Manage Communities: Use the Communities tab to manage your organization's 3DSwym communities and control who can create a community.

 

Install the Design with SOLIDWORKS or SOLIDWORKS Design App

To use Cloud Services, you will need to install Design with SOLIDWORKS. This application connects SOLIDWORKS to the 3DEXPERIENCE platform. Install using the following guide or access this page for more information.

Alternatively, if you are using 3DEXPERIENCE SOLIDWORKS, then you will need to install the SOLIDWORKS Connected App. Installation guidance can be found on the following page in the Getting Started WIKI.

 

What is covered?

  • Installing the 3DEXPERIENCE Launcher: This section shows you how to install the essential application required to run all your other apps on the platform. [00:19]
  • Installing the Design with SOLIDWORKS App: This segment provides a step-by-step tutorial on how to install this specific app. [00:41]
  • Launching SOLIDWORKS with the 3DEXPERIENCE Add-in: This part of the video demonstrates how to launch SOLIDWORKS from within the 3DEXPERIENCE platform and check that the Add-in is ready to use. [01:00]
  • Future Video Preview: The video concludes with a preview of an upcoming video that will cover the Collaborative Designer for SOLIDWORKS feature. [01:37]

 

Step-by-Step Instructions (AI-generated from video transcript):

Based on the video at https://youtu.be/Qc2gV1PBz_o, here are step-by-step instructions for installing the Design with SOLIDWORKS application and launching SOLIDWORKS for the first time from the 3DEXPERIENCE platform.

 

Part 1: Initial Setup & Installation

  1. Prerequisite: Ensure you have SOLIDWORKS installed first. The app functions as an add-in and requires SOLIDWORKS to be present.
  2. 3DEXPERIENCE Launcher: The video shows you how to install the 3DEXPERIENCE Launcher, which is an essential application for running all other platform apps.
  3. App Installation: After the launcher is installed, you can proceed to install the Design with SOLIDWORKS app, accepting the default or customizing the installation options.
  4. Restart: After the installation, you may be prompted to restart your computer.

Part 2: Launching and Configuration

  1. Initial Launch: For the first time, you must launch SOLIDWORKS from the 3DEXPERIENCE platform.
  2. "Open" Button: The "Install" button on the welcome app will change to "Open" after installation, providing a quick way to launch SOLIDWORKS.
  3. 3DEXPERIENCE Tab: A new 3DEXPERIENCE tab will appear in the task pane within SOLIDWORKS, confirming your connection.
  4. Add-ins Dialogue: You can manage the 3DEXPERIENCE connector by turning it on or off through the SOLIDWORKS Add-ins dialogue.

 

 

Note: These steps and capabilities apply to both SOLIDWORKS with Cloud Services and 3DEXPERIENCE SOLIDWORKS.

SOLIDWORKS with Cloud Services is made up of the SOLIDWORKS Design application (downloaded from www.solidworks.com) and the Design with SOLIDWORKS app (3DEXPERIENCE Addin), which is installed via the 3DEXPERIENCE platform
For 3DEXPERIENCE SOLIDWORKS, SOLIDWORKS Design and the 3DEXPERIENCE Addin are combined within the same 3DEXPERIENCE Installation.

 

More Info

Roles: 
 solidworks with cloud services   3DEXPERIENCE SOLIDWORKS 
Tags:
beginners guide cloud services 3DEXPERIENCE platform Activation Installation

 

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