Conceptualizing the deployment of thecloud based 3DEXPERIENCE forAcademia R2016x levelVersion 1.0

Executive SummaryThe power of the 3DEXPERIENCE platform opens a broad set of organizational andcreation methods. Institutions which purchased the platform will unleash thisinnovation power in its full extend after they understand how to associate theplatform’s capabilities with the work processes that they want to enable.To guide such institutions in the initial determination of the optimal architecture oftheir 3DEXPERIENCE platform, the Global Academia team produced and deliveredthis white paper.It will provide users with a global overview and understanding of the platform’sarchitecture and capabilities in a more technical approach than the promise thattriggered them to purchase.Target audience are typically users who recently purchased the cloud based3DEXPERIENCE for Academia platform and who wonder what are the optimal initialdecisions they have to make about the architecture of their platform, as such initialoptimization can provide powerful and long lasting benefits to their implementation.Please note that this consulting content does not cover in details platform’sinstallation aspects nor replace trainings or support interactions. It is complementaryand will redirect users to existing material.2

Table of contentsIntroduction . 5Roles & Applications . 5Access & Installation . 7Architecture & Capabilities . 81.Platform Management . 91.1.Members & Roles . 101.2.Platform Information . 111.3.Communities Management . 131.4.Content Management . 132.3DDashboard Management . 142.1.Dashboards . 152.2.Members & Roles . 162.3.Content. 163.3DSwym Management . 173.1.Communities . 193.2.Members & Roles . 193.3.Content. 204.3DSpace Management . 214.1.Collaborative Spaces. 224.2.Members & Roles . 234.3.Content. 23Getting Help . 273

Table of figuresFigure 1: Roles & Applications . 6Figure 2: Watermarking Mechanism . 7Figure 3: Platform Architecture Overview . 8Figure 4: Context Identification. 8Figure 5: Platform Management . 9Figure 6: Platform Management – Switching Platforms . 10Figure 7: Platfrom Management – Members & Roles . 11Figure 8: Platform Management – Platform Information (About & Legal) . 12Figure 9: Platform Management – Platform Information (Settings) . 12Figure 10: Platform Management – Communities Management . 13Figure 11: Platform Management – Content Management . 14Figure 12: 3DDashboard Management . 15Figure 13: 3DDashboard – Dashboards Overview . 15Figure 14: 3DDashboard – Members & Roles . 16Figure 15: 3DDashboard – Content. 17Figure 16: 3DSwym Management . 18Figure 17: 3DSwym Management – Moderation mode. 18Figure 18: 3DSwym – Communities Overview . 19Figure 19: 3DSwym – Members & Roles. 20Figure 20: 3DSwym – Content . 21Figure 21: 3DSpace- Collaborative Spaces Overview . 22Figure 22: 3DSpace – Data visibility. 23Figure 23: 3DSpace – Members & Roles . 23Figure 24: 3DSpace – Content . 24Figure 25: 3DSpace – Content lifecycle . 24Figure 26: 3DSpace – Credentials . 25Figure 27: 3DSpace – Architecture example . 264

IntroductionAlong the numerous advantages and flexibility leveraged by the cloud, the 3DEXPERIENCEfor Academia is the ideal platform to enhance project based learning by providing anintegrated, distributed, collective digital universe for project oriented learning methods suchas “Conceive – Design – Implement – Operate” (CDIO ) “Project (Problem)-basedlearning” (PBL ).To master and get the most of the platform, it is essential to have a good understanding ofthe overall architecture, administration, and capabilities.Therefore, the white paper will cover first the academia specific roles & applicationspackage, in addition to the access and installation mechanism, before going into details ofthe different services composing the platform mainly 3DDashboard, 3DSwym, and 3DSpace.The final section of the white paper will list all the useful resources available online to gethelp and support.To know more about the 3DEXPERIENCE for Academia and download the brochure, nce-for-academia-on-cloud.Roles & ApplicationsThe academia platform has a dedicated package for education characterized by theoptimization of the number of roles and sizes which facilitates the overall purchase andhandling of the platform to fulfill the needs of diverse institutions in secondary and highereducation. The portfolio includes 7 compact academic roles and each available in 4 sizes (S,M, L, and XL) for a predefined number of students and storage capacity:Academia roles: Platform Contributor 3DEXPERIENCE Essentials Design & Engineering Systems Engineering Architecture & Civil Engineering Manufacturing & Production Governance and Project ManagementAcademia package sizes: Small (S) – up to 30 users, including 50 GB storage. Medium (M) – up to 100 users, including 100 GB storage. Large (L) – up to 300 users, including 200 GB storage. Extra-large (XL) – up to 900 users, including 400 GB storage.The applications are a collection triggered by the associated roles and cover the differentDassault Systèmes (DS) brands products available and integrated in a unique and singleenvironment for an advanced multi-disciplinary, social, and collaborative platform on the5

cloud. The applications are dispersed along the four quadrants of the compass dependingon their classification: North quadrant for Social & Collaborative AppsWest quadrant for 3D Modeling AppsSouth quadrant for Simulation AppsEast quadrant for Information Intelligence AppsFigure 1: Roles & ApplicationsTo learn more on academia specific Roles & Applications, visit the “Available Products”section or-academia-on-cloud.On the other hand, the academia platform has the particularity to be protected by awatermarking mechanism to prevent academic institutions from becoming subcontractors toindustry. Therefore, academic data can’t be imported into a commercial server, butcommercial data may be imported into an academic server as this might be of interest foracademic institutions working on topics submitted by industry.Nevertheless, a commercial customer participating in an academic project has the possibilityto connect to the school’s server, but the school can’t connect on a commercial server.Below is a figure summarizing the watermarking mechanism:6

Figure 2: Watermarking MechanismAccess & InstallationTo access the cloud based 3DEXPERIENCE for Academia platform, an internet connectionis required along a valid DS Passport username and password. Access is through a uniqueURL address e that bandwidth and latency tests shall be performed following the procedure describedhere; as DS reserves the right not provide support services for latency above 120milliseconds, and/or if the available bandwidth is below 2 Mbytes/sec between customer’slocation of access of the DS offering and DS’s data center.Once logged into the platform, applications can be divided into two categories: Web appsand Native apps. The former ones require only a web browser; the latter ones require thedownload and installation of a native client on the user machine mainly for 3D designmodeling, manufacturing, and simulation computation nicalsupport,visitFor prerequisites checks, first steps to the 3DEXPERIENCE platform and native appsinstallation, visit ort/.For a detailed step-by-step documentation on installation and getting started with3DEXPERIENCE for academia, refer to the document “Boot your 3DEXPERIENCE” on the3DS Academy website or-academiaon-cloud.7

Architecture & CapabilitiesTo get the most of the platform capabilities, it is essential to have a good overview andunderstanding of the platform’s architecture in addition to the relationship between thedifferent integrated services for an optimized organization and long lasting implementationbenefits.A good approach is to have a flat view representation of the platform services including theones reserved for administrators as shown in the below figure.Figure 3: Platform Architecture OverviewSuch a representation enhances user’s comprehension of the overall platform and eases thenavigation with the objective of preventing confusion by being able to identify at a glance thecontext in which he’s working in.For instance, if a user is facing difficulties or issues with some content, it is crucial for him toknow if the content is at the level of the 3DDashboard, 3DSwym or 3DSpace. In that way, itwill be easier for him to find the accurate solution by navigating efficiently among thenumerous existing DS material online, or even get a more substantial help from support.A hint is to have a look and check what is displayed at the top left section of the platform asillustrated in the following figure:Figure 4: Context Identification8

The hereafter sections will go in details throughout the different services and capabilitiescomposing the 3DEXPERIENCE for Academia platform based on the platform overviewrepresentation figure.In Learn Online, a course entitled “Gateway to the 3DEXPERIENCE platform” is available toget user started on the 3DEXPERIENCE platform by imparting the basic skills required touse it for his day-to-day activities: Platform ManagementPlatform management services are triggered by the “Platform Manager” role reserved foradministrators. The administrator rights are granted automatically to the first person whologs in by clicking on the link received by the email sent to initialize the platform for the veryfirst time. Also, all users invited to join the platform with “Admin” user rights are alsoassigned the “Platform Manager” role.All administration services are now grouped and can be easily accessed and controlled fromthe default predefined dashboard “Platform Manager”.Figure 5: Platform ManagementUser can be administrator of several platforms and must take this behavior into accountwhen managing settings, members, roles and apps of each of them. If several platformsavailable, administrator can easily switch from one platform to another. Note that switchingplatform occurs at the level of the “Platform Manager” dashboard by selecting “ManageDashboards” functionality or from the arrow of an app launch.9

Figure 6: Platform Management – Switching PlatformsIn education, the platform management services are usually handled by educators, ITresponsbile of the institutions, or even teaching assistants.More information on Platform Management is available here. A detailed description onPlatform Manager widget is available here.1.1.Members & RolesPlatform members are invited to join the platform by email but before sending the invitations,administrators should assign user rights and academia roles. Massive import is availablewith the tab “Batch invite”. Here are the details of the user rights available on the platformlevel: 10Admin:o Access platform management services, create 3DSwym communities, andmonitor 3DSpace collaborative spaces.o Default access to the 3DSpace « Common Space » and public 3DSwymcommunity « Getting Started ».Member:o Default access to the 3DSpace « Common Space » and public 3DSwymcommunity « Getting Started ».o Create community content (posts, medias, ideas ) if appropriate 3DSwymroles assigned.o Create collaborative spaces if creation rights allowed from 3DSpace ControlCenter.Member Contractor:

oooNO default access to the 3DSpace «Common Space» or the public 3DSwymcommunity «Getting Started». Note: Admins can manually grant the above privileges to contractors ifneeded.Create community content (posts, medias, ideas ) if appropriate 3DSwymroles assigned.Create collaborative spaces if creation rights allowed from 3DSpace ControlCenter.In education, a practical recommendation is to invite students as “Contractor” as not to givethem default access to neither the common space nor the Getting Started community. Suchuser rights assignment will have no impact on their assigned roles in 3DDashboard,3DSwym, or 3DSpace.For more information on Members & Roles, click here. Detailed steps are also available inthe following document “Boot your 3DEXPERIENCE“.Figure 7: Platfrom Management – Members & Roles1.2.Platform InformationThe “Platform Information” includes the following sections: 11“About” tab to display the Name and unique ID of the platform purchased in additionto the Disk usage; with the ability to change the name of the platform.

“Legal” tab to implement your corporate Terms of Use and Privacy PolicyStatements. The platform members will be asked to read and approve thosedocuments the first time they log-in.“Settings” tab to activate/deactivate 3DMessaging, to set some roles managementsettings, and provide the path of installation files that are shared with all themembers to minimize the download time for native apps installation.Figure 8: Platform Management – Platform Information (About & Legal)Figure 9: Platform Management – Platform Information (Settings)12

1.3.Communities ManagementThe “Communities Management” tab of the “Platform Manager” dashboard refers to“3DSwym Control Center” app to access and customize the settings of all the communitiesof the platform in one place: What’s New for pending requests, report abuse management, community andcontent moderation mode.Communities to list all available communities and create new ones.Administrators to display administrator list and add new administrators.Media Processing to list the details of the different medias and their status.Analytics for statistics on number of communities, contents, comments, surveys Settings to customize features, maximum media file size for uploading, idea statusmanagement, and community types.For detailed description of the above, click here.Figure 10: Platform Management – Communities Management1.4.Content ManagementThe “Content Management” tab of the “Platform Manager” dashboard refers to the “3DSpaceControl Center” to manage ownership, creation rights and settings of collaborative spaces: 13List of all collaborative spaces and ability to change the main owner.Allow/Deny creation rights for platform members.Switch on/off new users deployment and notifications settings.

Figure 11: Platform Management – Content ManagementIn Learn Online, a course entitled “3DEXPERIENCE Open Cloud Essentials” is available toguide user through the main items of the administration of a cloud environment. Here’s thelink to access the learning materials: 3DDashboard ManagementAll platform members, regardless of their platform user rights, have access to “ManageDashboards” in order to control all aspects of their personal dashboards: Add, rename,delete, share, and add members.Dashboards are user dependent and available on all the platforms on which user is invited.14

Figure 12: 3DDashboard ManagementDetailed information on dashboard common services is available here.2.1.DashboardsA dashboard is a holistic view on any topic, or activity, gathering content from varioussources. A default dashboard “My first Dashboard” is available for all members joining theplatform and covers mainly 3DEXPERIENCE Platform news and getting started tips.Members can enrich the existing dashboard, and/or create new personalized dashboards.Figure 13: 3DDashboard – Dashboards Overview15

2.2.Members & RolesUsers can be invited to be part of a synchronized dashboard from Manage Dashboards. Theavailable roles are: Owner:o Ability to edit content, rename, duplicate, share, and delete dashboards.o Ability to modify roles and add members.Reader:o Read only rights.The dashboard shared using this mode is an instance of your dashboard. If any instance isupdated by anyone having Owner rights, everyone will get the updates.Figure 14: 3DDashboard – Members & Roles2.3.ContentThe content of a dashboard is made of tabs, and tabs contain several types of widgets:Webpage reader, feed reader, quick links, 3DSwym news, 3DPlay Predefined widgets can display content from the internet or from the 3EXPERIENCEplatform: Google news, 3DSwym news, project business status and schedule, 3DSpacecollaborative spaces Users can easily edit the layout of the tabs, configure widgets and add them to dashboardsby drag & drop. Also, a copy of dashboards and tabs can be shared by e-mail to users or bygenerating a public link to anyone.16

Figure 15: 3DDashboard – ContentIn academic context, educators can create and share dashboards with students in order toinspire, provide guidelines, best practices, dashboards templates & samples. Students canalso create and share dashboards with educators to share their work progress, and provideproject updates. Owner shares dashboards by adding members with “Reader” role.For an illustration on how to use 3DDashboard for project-based-learning (PBL) approachand replicate such content, check the presentation on 3DS Academy d-learning-3dexperience; and watch the s:// 8TFWIUiGNVY&list PLe0EJN9Fts8usT8pdsoUiuQyED90qw1xZ&index 2.3. 3DSwym ManagementThe “3DSwym Control Center” and “3DSwym Platform” apps are reserved for administratorswhereas the other 3DSwym related apps are available to all platform users. Selecting“3DSwym Management” from 3DSwym home button or launching the above mentioned appsis the same; which is also equivalent to “Communities Management” of the “PlatformManager” dashboard.“3DSwym Management” functionality provides administrators an easy way to managecommunities, users, page personalization and communities’ statistics as follows: 17Community creation and deletion, adding/editing/removing community types,community’s settings & joining requests, statistics Massive import mode for users in communities and users removal, export list ofcommunity users, and moderation mode activation.

Figure 16: 3DSwym ManagementModeration mode is a higher level of administration rights granted by platform administratorallowing to perform some specific administration tasks and access any type of content whichis not owned. This mode is deactivated automatically after 1 hour.Figure 17: 3DSwym Management – Moderation modeFor detailed information on 3DSwym administration, click here. For detailed information on3DSwym capabilities, click here.18

3.1.Communities3DSwym communities are efficient to share and innovate throughout internal and/or externalecosystems. Users join communities to learn from other users and share knowledge usingcontributions and comments grouped by expertise, activity or interest. It will engage userswith social contributions and participate with others community’s members to increaseinnovation. An integrated 3DMessaging is also available for members to chat and interactinstantaneously.Figure 18: 3DSwym – Communities Overview3.2.Members & RolesPlatform users can be added to a community with one of the following 3DSwym roles: 19Author:o Create, read, update and delete content.Owner:o Add members, read, add, edit and delete page, change privacy, grant access,lock, reorganize, change status of an idea.Contributor:o Read access to the community content, and ability to post iQuestions, Wiki,Ideas, and comment on content.

Figure 19: 3DSwym – Members & Roles3.3.ContentDifferent types of content can be added in 3DSwym communities to create and shareknowledge with other users: Posts, Media, iQuestions, Ideas, Wiki pages, Surveys,Comments & Endorsement. 20Medias to enrich Posts, iQuestions, Ideas, Wiki Pages and also comments: image,videos, 3D Model .iQuestions to ask questions and receive collaborative replies.Ideas to go beyond posts for they can be assessed by other users.Wiki pages to share knowledge and best practices.Surveys to collect community members’ feedback.Comments to interact with other community members on any item.Endorsements to show your support to content that you feel adds value to thecommunity.

Figure 20: 3DSwym – ContentIn academic context, communities can be created for collaborative projects, courses,departments, or even at the global institution level. General visibility settings can be selectedamong public, private, secret depending on the needs.4. 3DSpace ManagementThe “3DSpace Control Central” app is reserved for administrators whereas “3DSpace” and“3DSpace News” apps are available for all users independent of their user rights: “3DSpace Control Center” to manage ownership, creation rights and settings ofcollaborative spaces.“3DSpace” to display & create collaborative spaces and manage content, members,properties and analytics.“3DSpace News” to display a collaborative space’s content news.For detailed information on 3DSpace management and capabilities, click here.21

Figure 21: 3DSpace- Collaborative Spaces Overview4.1.Collaborative SpacesThe 3DSpace app is used to create collaborative spaces. A collaborative space is anenvironment in which data content is created and shared with other members depending onthe visibility settings of the collaborative space and the maturity state of the data. Private collaborative space:o Content is NOT visible to users logged onto any other collaborative space,irrespective of the maturity status of the content.Protected collaborative space:o Content owned by a protected collaborative space is visible to users loggedonto any other collaborative space only if the maturity status of the content isRELEASED or OBSOLETE.Public collaborative space:o Content owned by a public collaborative space, irrespective of the maturitystatus of the content, is visible to users logged onto that collaborative spaceand any other collaborative space.Below is a figure summarizing the data visibility based on type of collaborative spaces anddata maturity states:22

Figure 22: 3DSpace – Data visibility4.2.Members & RolesPlatform users can be added to a collaborative space as members with one of the followingrights: Contributor:o Read access to content.Author:o Create and edit content.Leader & Owner:o Manage members of a collaborative space, create, share and edit content.Owner of the collaborative space can also edit roles and remove members. The main ownerof a collaborative space still has more privileges than members with owner role.For detailed information on collaborative spaces and access roles, click here.Figure 23: 3DSpace – Members & Roles4.3.ContentThe content of a collaborative space is composed of all types of objects created in thedatabase with the traditional apps involving CATIA, ENOVIA, SIMULIA, and DELMIA; such23

as Part Design, Assembly Design, Composites Design, Folder, Project Management,Collaboration & Approvals, Durability Validation, Process Planning, etc The mentioned applications allow creation of the different objects types you are alreadyfamiliar with from V5 or V6 versions; such as Physical Product, 3DPart, 3DShape, RFLP,Project Space, Folder, Document, etc .Figure 24: 3DSpace – ContentThe design objects created inside a collaborative space could have the following maturitystates: Under Owner Design (PRIVATE):o Content is only accessible to the owner and no longer shared inside thecollaborative space community.Under Global Design (IN WORK):o Content fully modifiable and can be deleted.Design Frozen (FROZEN):o Content waiting for approval, or to keep an intermediate state of the design.o Content can be switched back and forth without any versioning.Design Released (RELEASED):o Content ready for production and cannot be modified anymore.o Content cannot be deleted and can only be switched to Obsolete.Obsolete Design (OBSOLETE):o Content concerns objects which are no longer valid.o Content cannot be promoted nor deleted.Detailed description on maturity states is available here. The content lifecycle is illustrated inthe below figure:Figure 25: 3DSpace – Content lifecycle24

When working with collaborative spaces, it is vital for the user to make sure he’s connectedto the appropriate one in order to prevent data creation in a wrong collaborative space whichcould have a significant impact on data visibility by platform members.For that, a hint is to always check from the “Home” button of a web app or a native app thecollaborative space selected. Then, the user can switch collaborative space by selecting theappropriate credentials as shown in the below figure: Collaborative space and Role.Figure 26: 3DSpace – CredentialsIn academic context, we can think of different use cases based on collaborative spacestypes and roles. For instance, the “Private” collaborative spaces can be used for exams,individual projects, and group projects: 1 private collaborative space per student for individual projects and exams:o Students having Leader & Owner role on their collaborative space.o Differentiation can be made with the naming of the collaborative space.o Educators can be added to the collaborative spaces with Contributor role inorder to access the data in RELEASED state and correct exams, projects 1 private collaborative space per group of students for collaborative projects:o Students having Leader & Owner role.o Students of the same group project added to the same collaborative space.The “Protected” collaborative spaces can be used for sharing data courses, exams, andprojects with platform members once data released: 251 protected collaborative space per course, educator, or department.Members of the collaborat

Platform management services are triggered by the “Platform Manager” role reserved for administrators. The administrator rights are granted automatically to the first person who . the following document “Boot your 3DEXPERI