Introduction to Manage and Control
Explore the next steps you can take toward cloud-based data management, some of the resources available to you, and how a tailored solution can be configured to meet your unique needs.
What's Covered?
- Revisions: The video explains how revisions help track changes to a product, with options for numeric or alphanumeric schemes. [00:25]
- Maturity States: It discusses how to use maturity states and life cycles to track and set access rights. [00:52]
- Change Actions: The video covers how change actions are used to capture information related to data management and ensure traceability for signatures, documents, and metadata. [01:17]
- Issue Management: It explains how issue management allows anyone in a company to document and share an issue related to a SOLIDWORKS design, which can then drive a change action. [02:04]
- Routes: This section shows how routes can be configured to handle complex sign-off procedures, such as multi-step or parallel sign-offs. [02:30]
Step-by-Step Instructions (AI-generated from video transcript):
Based on the video at https://youtu.be/2F-fhEfAFrc, here is a summary of how the 3DEXPERIENCE platform helps with data management, though it doesn't provide a hands-on, step-by-step guide that can be followed:
Part1: Revisions and Maturity States
- Revisions: The platform allows you to use revisions to track changes to a product's history. These can be configured using a numeric or alphanumeric scheme.
- Maturity States: Maturity states and life cycles can be used to track and set access rights. This helps control who can access the design at different stages of its development.
Part 2: Change Actions and Issue Management
- Change Actions: The platform uses change actions as a core mechanism to capture information related to data management, ensuring traceability for signatures, documents, and other metadata involved in a change.
- Issue Management: Anyone in the company can initiate an "issue" related to a SOLIDWORKS design. This issue can then be used to drive a formal change action, providing a way to capture and document problems and share them with the responsible people.
Part 3: Routes
- Routes: For more complex sign-off requirements, such as multi-step or parallel sign-off procedures, Routes can be configured to manage the process.
<strong>Note</strong>: These steps and capabilities apply to both SOLIDWORKS with Cloud Services and 3DEXPERIENCE SOLIDWORKS.
<strong>SOLIDWORKS with Cloud Services</strong> 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 <strong>3DEXPERIENCE SOLIDWORKS</strong>, SOLIDWORKS Design and the 3DEXPERIENCE Addin are combined within the same 3DEXPERIENCE Installation.
More Info
<strong>Roles: </strong>
<a class="s6m-tag-link sm-link" data-predicate="ds6w:what" data-tag-value="solidworks with cloud services" data-type="internal" contenteditable="false">solidworks with cloud services</a> <a class="s6m-tag-link sm-link" data-predicate="ds6w:what" data-tag-value="3DEXPERIENCE SOLIDWORKS" data-type="internal" contenteditable="false">3DEXPERIENCE SOLIDWORKS</a>
<strong>Tags:</strong>
<a class="s6m-tag-link sm-link" data-predicate="ds6w:what" data-tag-value="beginners guide" data-type="internal" contenteditable="false">beginners guide</a> <a class="s6m-tag-link sm-link" data-predicate="ds6w:what" data-tag-value="cloud services" data-type="internal" contenteditable="false">cloud services</a> <a class="s6m-tag-link sm-link" data-predicate="ds6w:what" data-tag-value="ds6wclassifier:what_BELCHAR__#ct#_3DEXPERIENCE platform" data-type="internal" contenteditable="false">3DEXPERIENCE platform</a> <a class="s6m-tag-link sm-link" data-predicate="ds6w:how" data-tag-value="Manage & Control" data-type="internal" contenteditable="false">Manage & Control</a>
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