This guide will step you through the initial process of getting your copy of 3DEXPERIENCE SOLIDWORKS or Collaborative Designer for SOLIDWORKS installed and running.
Contents
STEP 01: Gaining Access to your Platform and Accepting the Software Agreement (CLOSA)
STEP 02: Inviting Members & Assigning Roles
STEP 03: Installing your Applications
STEP 01: Gaining Access to your Platform and Accepting the Software Agreement (CLOSA)
Once your order has been received by DS/SOLIDWORKS you will receive an email from “DoNotReply.ag.license-keys@3ds.com” and will look like this:
By selecting the button “Launch your 3DExperience platform”, you will be greeted with a login screen to verify your 3DExperience ID. If you do not have a 3DExperience ID yet, please create one with the steps below:
Creating a 3DExperience ID
- If you have not already done so, create your 3DEXPERIENCE ID. You may access it by selecting the “Create your 3DEXPERIENCE ID” option below the Log In button.
- Fill in the form and all mandatory fields. Select “Register” when finished.
You will receive an automatic email with the confirmation of your 3DEXPERIENCE registration; your ID will be the same as the email address used to register. For additional information on creating a 3DExperience ID, please see: 3DEXPERIENCE ID Creation process (3ds.com)
Upon successfully logging in, you will then be prompted with a welcome message. This is to confirm you are the intended Platform Administrator and notify you will be consuming a license
Note: If you purchased a single license, then the end CAD user must also be the administrator.
Once a license is consumed it is locked to that user for 30 days
Review the terms and select “Make Me Administrator”, a popup window of the software agreement will appear.
IMPORTANT: If you are not the intended administrator (or end CAD user for a single license purchase, click on Log Out and forward the email to the intended user).
The software agreement will look like this:
The page must be scrolled to the bottom and then in the lower right corner of the page will be a “Accept” button. This will only become available to select once you have read through and scrolled to the bottom of the page. You may also download the agreement for offline review.
Once the software agreement (CLOSA) is accepted, your 3DEXPERIENCE tenant will be activated. A new webpage will be loaded, bookmark this webpage, it is your tenant access.
The user interface of 3DEXPERIENCE is comprised of two elements, apps and dashboards. The big blue compass on the left is to access your apps and the dashboards icon on the right (three horizontal lines) is to access your dashboards. Dashboards are used to easily access your apps later and for administrative management.
The compass is used to display all the apps you currently have assigned to your user. This guide will cover installing 3DEXPERIENCE SOLIDWORKS and Collaborative Designer for SOLIDWORKS.
STEP 02: Inviting Members & Assigning Roles
To invite additional users to the 3DEXPERIENCE tenant, use the Members Control Center / Members Management dashboard. To enter the Members Control Center, select the Dashboards icon and then select the Members Management Cockpit from the left panel. Alternately, click the blue compass, locate the Members Control Center App, and launch it. Either option will take you to the Members Control Center.
Additional users can be invited to the 3DEXPERIENCE tenant by selecting “Invite & Grant Roles” and then using the "Invite members" button.
Invite the new member(s) using the dialog that opens, inputting their email(s), setting their rights, location, language, and a personalized message if desired.
On the next page, assign the desired Roles for this user. If your platform has many roles, you can use the search bar to find the ones you're interested in.
Select any additional apps if desired, and then click "Invite" to invite the user to the platform. They will receive an email invitation.
Before any applications can be installed, they must first be assigned to the user from the Members Control Center.
For users who are already on the platform and need additional Roles assigned, assign them by selecting the "i" to the right of their profile in the Members Control Center.
The user's profile opens, showing their currently assigned Roles. You can assign new Roles here by switching to the "View all" tab and assigning new roles using the checkboxes. There is also a search bar for roles here.
STEP 03: Installing your Applications
Applications are installed by selecting the compass (big blue button), and then selecting the role from the My Roles list.
3DEXPERIENCE SOLIDWORKS: Is SOLIDWORKS. It is installed locally, it is cloud licensed and has 3DEXPERIENCE online data management built right in.
Collaborative Designer for SOLIDWORKS: An add-in for SOLIDWORKS Desktop that connects to 3DEXPERIENCE online data management.
The first time any locally installed application is selected it will first download the 3DEXPERIENCE Launcher. Once the 3DEXPERIENCE Launcher is downloaded it will need to be launched and installed.
The 3DEXPERIENCE Launcher is used to install all other applications from 3DEXPERIENCE.
With the 3DEXPERIENCE Launcher installed you can now install other applications.
Installing 3DEXPERIENCE SOLIDWORKS
To install 3DEXPERIENCE SOLIDWORKS, select the compass and then select the role 3DEXPERIENCE SOLIDWORKS. This will enter the role and the application SOLIDWORKS Connected will need to be installed. Select the SOLIDWORKS Connected icon to start the installation.
After installation, 3DEXPERIENCE SOLIDWORKS can be launched from the platform by selecting the SOLIDWORKS Connected icon.
Choose the installation directory to update or an empty directory to do a new installation using "Browse...".
A shortcut to this icon can also be added to your desktop by selecting the down arrow next to the SOLIDWORKS Connected icon and then selecting the curved arrow from the pop-up menu.
Installing Collaborative Designer for SOLIDWORKS
Collaborative Designer for SOLIDWORKS is installed exactly like 3DEXPERIENCE SOLIDWORKS, however after selecting the compass select the role Collaborative Designer for SOLIDWORKS and use the icon labeled Design with SOLIDWORKS to start the installation.
After installation Collaborative Designer for SOLIDWORKS can be launched from the platform by selecting the Design with SOLIDWORKS icon.
A shortcut to this icon can also be added to your desktop by selecting the down arrow next to the Design with SOLIDWORKS icon and then selecting the curved arrow from the pop-up menu.
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