This guide will walk through the initial process of getting started with the 3DEXPERIENCE Platform and installing SOLIDWORKS for use with the 3DEXPERIENCE Platform.

STEP 1: Gaining Access to the 3DEXPERIENCE Platform

Once the order has been received by DS/SOLIDWORKS and processed, there will be an email from “DoNotReply.ag.license-keys@3ds.com” and it will look like the image below.

By selecting the button “Launch your 3DEXPERIENCE platform”, we will be greeted with a login screen to verify the 3DEXPERIENCE ID. To create a 3DEXPERIENCE ID, follow the steps here: 3DEXPERIENCE ID | Dassault Systèmes

There will be an automatic email with the confirmation of your 3DEXPERIENCE registration; your ID will be the same as the email address used to register.

Upon successfully logging in, there will be a welcome message. This is to confirm the intended Platform Administrator and notify you that a license will be consumed.

Note: For those who purchased a single license, the end CAD user must also be the Platform Administrator. 
Once a license is consumed, it is locked to that user for 30 days.

Review the terms and select “Make Me Administrator”, and then a pop-up 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 the image below.

The page must be scrolled to the bottom, and then in the lower right corner of the page will be an “Accept” button. This will only become available to select once we have read through and scrolled to the bottom of the page. The agreement can also be downloaded for offline review.

Once the Software Agreement (CLOSA) is accepted, the 3DEXPERIENCE tenant will be activated. A new webpage will be loaded; bookmark this webpage; it is your tenant access. Here is a generic platform access link that can be used as well: https://usw2-ifwe.3dexperience.3ds.com/.

The user interface of 3DEXPERIENCE is comprised of two elements: apps and dashboards. The big blue compass on the left is used to access the Apps currently assigned to a user, and the dashboards icon on the right (three horizontal lines) is used to access the Dashboards. Dashboards are used to easily access the apps later and for administrative management.

STEP 2: Inviting Members & Assigning Roles

To invite additional users to the 3DEXPERIENCE tenant, use the Members Control Center / Members Management dashboard.

1. 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 open the Members Control Center.
2. Additional users can be invited to the 3DEXPERIENCE tenant by selecting “Invite & Grant Roles” and then using the "Invite members" button as shown below.

3. 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.

4. On the next page, assign the desired Roles for this user. If the platform has many roles, we can use the search bar to find the desired Roles.

5. 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 3: Installing SOLIDWORKS

In this section, we are going to be installing 3DEXPERIENCE SOLIDWORKS Design, or the Collaborative Designer for SOLIDWORKS. 3DEXPERIENCE SOLIDWORKS Design is the 3DEXPERIENCE version of SOLIDWORKS, and Collaborative Designer for SOLIDWORKS is the 3DEXPERIENCE Add-in for SOLIDWORKS.

Here are the installation articles:

How to install 3DEXPERIENCE SOLIDWORKS Design – Hawk Ridge Systems

How to install the Collaborative Designer for SOLIDWORKS – Hawk Ridge Systems

Here are some resources to get started:

Start Managing your Data - Collaborative Designer for SOLIDWORKS

Getting Started With Cloud Services - YouTube

3DEXPERIENCE - YouTube

STEP 4: Installing Other Applications

This is the general workflow for installing any Application from the 3DEXPERIENCE platform that requires a local installation. This requires installing the 3DEXPERIENCE Launcher, which is used to install all Applications.

1. Open the 3DEXPERIENCE Platform
2. Applications are installed by selecting the compass (big blue button at the top left), and then selecting the role from the My Roles list. 

3. There may be a website permissions prompt about "Access other apps and services on this device" or similar; click the option to allow it. This may look slightly different in different Internet Browsers. This is crucial to allow the 3DEXPERIENCE Launcher to be downloaded and run.

   

4. Download the 3DEXPERIENCE Launcher when prompted and run the downloaded 3DEXPERIENCELauncher.msi file to install it, or skip to step 10 if it's already installed

   

5. Click "Next" in the Launcher setup

   

6. Select a location to install the 3DEXPERIENCE Launcher and click "Install"

   

7. After the 3DEXPERIENCE Launcher is installed, click on any app from the Compass to select it to install if it requires a local installation

For additional support, existing customers can submit a ticket or new customers can contact Hawk Ridge Systems.