Migrating SOLIDWORKS Files to the 3DEXPERIENCE Platform

Several tools are available to prepare and move your SOLIDWORKS CAD files to the 3DEXPERIENCE platform.

1. SOLIDWORKS File Utilities

All packages of 3DEXPERIENCE SOLIDWORKS and SOLIDWORKS Desktop include the SOLIDWORKS File Utilities.

The utilities are accessible when you right-click a SOLIDWORKS file in File Explorer.

Use this tool during the file preparation phase to rename, replace and move files.

2. Pack and Go

Pack and Go is a very powerful SOLIDWORKS File Utilities tool. It is useful to gather all related files for a model and it allows you to rename and copy all related files to another location.

Pack and Go is accessible when you right-click a SOLIDWORKS file in File Explorer, or from the File menu within SOLIDWORKS.

Use this tool during the file preparation phase to locate your file set.

3. Interactive Save to 3DEXPERIENCE

The Save to 3DEXPERIENCE command is available from the SOLIDWORKS File menu, toolbars and from the My Session app within the 3DEXPERIENCE task pane. This is an interactive, synchronous command that securely uploads SOLIDWORKS files and creates corresponding SOLIDWORKS mastered database objects in a specified collaborative space. This command works well for file sets containing several projects with a combined file size. < 500 MB.

  • Accessible to all platform members.
  • Included with all 3DEXPERIENCE SOLIDWORKS roles and Collaborative Designer for SOLIDWORKS.
  • There is no gatekeeper. Saving the same files by multiple platform members only triggers a warning about duplicate data creation from the system. The system does not block the creation of duplicate data in the collaborative space.
  • Limited efficiency since it prevents you from using SOLIDWORKS while the save processes.

4. Batch Save to 3DEXPERIENCE.

The Batch Save to 3DEXPERIENCE tool is available from the SOLIDWORKS Tools menu. This is an automated, asynchronous tool that has the same secure upload and database object creation capability as the Save to 3DEXPERIENCE command. It provides the ability to save SOLIDWORKS files from multiple folders into various collaborative spaces and bookmarks. Large datasets containing multiple projects with specific size requirements benefit from this command. < 5GB.

  • Accessible to all platform members.
  • Included with all 3DEXPERIENCE SOLIDWORKS roles and Collaborative Designer for SOLIDWORKS.
  • Ability to save referenced files located outside of the selected folders. 
  • Provides a save report. 
  • The tool automatically prevents duplicate files within the same location when run multiple times on the same file set.

The tool improves efficiency because the save runs asynchronously, in a separate process. This allows you to use SOLIDWORKS while the save processes.

How To Utilize The 3DEXPERIENCE Integration And Gain A Thorough Understanding Of Metadata

3DEXPERIENCE Integration is a feature available for users of 3DEXPERIENCE on Cloud for managing SOLIDWORKS CAD data. The platform has been continuously providing companies with more customization options to tailor their experience.

One of the critical features to be aware of is 3DEXPERIENCE Integration, which allows for improved metadata specification (such as part number, description, and author). SOLIDWORKS allows you to access this feature by navigating to Tools > Options > System Options. Detailed information is available in the SOLIDWORKS Help. So, what exactly does this option do? Let's delve into it.

3DEXPERIENCE Integration:

3DEXPERIENCE Integration empowers users to control both the configuration structure of parts or assemblies and how that structure translates into the Platform.

To ensure compatibility with the 3DEXPERIENCE platform, enable the "Update SOLIDWORKS files" option.. Be aware that updating a document for 3DEXPERIENCE compatibility is permanent. Additionally, the Rules Editor allows users to create rules for how certain configurations become Physical Products versus representations of existing data, though this is beyond the scope of this article.

Update SOLIDWORKS files to ensure compatibility with the 3DEXPERIENCE platform.

Introduced in FD01 2024x (February 2024), this feature allows a single physical product in new parts/assemblies or multiple physical products. You might wonder, what is a physical product? Let's explore this option further.

Physical Product:

3DEXPERIENCE Integration provides better control over the CAD object's structure within the Platform. The Platform is the source of truth for a company’s Purchasing department or Management seeking part numbers. In SOLIDWORKS, users are familiar with its structure—a part configuration and derived configuration form the potential structure in CAD. In 3DEXPERIENCE, there are CAD Family, Physical Product, and representations. SOLIDWORKS utilizes representations, but these are not transferred to the Platform.

The traditional feature tree in SOLIDWORKS shows the CAD Family top-level object with three physical products underneath. In the Relations app (All Relations), we see one CAD Family, three physical products, and three objects referred to as representations, which allow viewing in the web via 3DPlay. Web browsers leverage these tessellated models to generate graphics.

The following example demonstrates a different mapping approach: the feature tree displays one CAD Family object, one Physical Product, and two representations. The "Large" and "Small" sizes do not appear in the Platform but as a master configuration called Bracket. Thus, only one string of metadata exists, with Large and Small being different sizes used in various CAD states.

Working with Physical Products:

Physical Products are crucial in the 3DEXPERIENCE platform, showing CAD geometry when using tools like 3DPlay, and downstream apps like Product Release Engineer and Project Planner primarily work with the physical product object type. Hiding the CAD Family object reveals a Bracket with two configurations (Large and Small). Even though hidden, the CAD Family object remains part of the package.

3DEXPERIENCE Integration allows converting between physical products and representations. This flexibility helps in part number generation and other properties. The user can convert objects to a physical product or a representation.

When turning off 3DEXPERIENCE Integration with two configurations one derived, you end up with three physical products in 3DEXPERIENCE, meaning three independent but connected objects. Disabling 3DEXPERIENCE Integration allows you to assign separate part numbers.

Check the object’s name the prd prefix is the default naming convention for the Physical Product object type. Different numbers indicate different Physical Product objects. The right-click menu provides an option named "Update for 3DEXPERIENCE compatibility" to process documents for compatibility even after they've been created.

Should I Use 3DEXPERIENCE Integration:

Each organization should test the use of 3DEXPERIENCE Integration. Companies might create templates to standardize this feature across their design team. At the very least, companies should consider their part numbering intent early and understand this option's nuances.

3DEXPERIENCE Integration offers better control over a company’s numbering intent and aligns 3DEXPERIENCE object names—CAD Family, Physical Product, and representations. With the option off, the verbiage remains configurations and derived configurations, and variants called configurations generally become physical products in 3DEXPERIENCE, potentially with separate part numbers.

3DEXPERIENCE SOLIDWORKS SHARE AND MARKUP

Share and Mark-up

SOLIDWORKS Share and Markup simplifies design sharing with external stakeholders. They can view, annotate, and share comments on your designs. SOLIDWORKS Share and Markup streamlines collaboration. It allows external stakeholders to interact with your designs by viewing, annotating, and sharing comments. This functionality is available to anyone who has the 3DSwymer, Collaborative Designer for SOLIDWORKS or 3DEXPERIENCE SOLIDWORKS roles.

A key benefit of Share and Markup is that the recipient doesn't need a 3DEXPERIENCE role or SOLIDWORKS license. This allows them to view the file, make notes, and share comments with you directly. You only need a 3DEXPERIENCE account, which is free to create. This way, you can avoid the hassle of alternative file sharing tools that can add unnecessary overhead to your design collaboration process.

1. How to enable Share and Markup capabilities

To share files with external recipient some initial setup is required using the Drives Control Center app. The platform Administrator must turn on:

  • Allow platform members to share content with external users by link.
  • Allow external users to view and comment on shared content.

These settings are located on “Share with External” tab.

2. Sharing a file from SOLIDWORKS

In SOLIDWORKS you chose the file format to share. From the “Lifecycle and Collaboration” tab you can select the ‘arrow down’ on the “Share a file” button and then select the desired file format.

In this example 3DXML is chosen, this is the recommended format for sharing an assembly. The 3DXML file will contain all of child components and sub-assemblies.

After choosing the file format, you can create the sharable link. Click the “Share a file” command again and a formatted file is created and placed in your 3DDrive application, in the folder named “Shared with external”.

plus, a dialog box will appear with an option to enable guests to comment on the file, plus an option to restrict access to specific users. If you do NOT enable “restrict access to specific users” anyone with the shared link can access the file.

However, if you activate “Restrict access to specific users” you will have the option to type in the email address of the person you wish to share your file with or multiple email addresses if several persons are to be involved and finally, you can add a message in the dialog box.

Having applied the required settings, next click the “Share” button, to automatically send an email to your chosen recipient that will include a link to the file and a message.

The recipient will receive an email with a subject line stating the name of the sender, the name of the file, and a link to access the shared file.

When recipients click on the link, they will be prompted to set up a free 3DEXPERIENCE ID account, if they don’t have one already. If they do have an account, they can just select the link and access the model by signing in to the 3DEXPERIENCE platform. Note: They must use the same email address entered when creating the shared link.

3. Adding annotations and comments to the shared file

Once the recipient has logged in, they can access the model from their browser, which will take them to the shared model in the 3DPlay viewer application, where they can rotate, view, mark up, and comment on it using the intuitive tools in 3DPlay.

All the recipient needs to do is hover over the icons to get a description of the various tools to begin a “mark-up” procedure.

As an example, they can click on the Edit Clipping tool, which cuts through objects using a section plane to view and to access details inside an object, and also to measure hidden items.

4. Sharing annotations and comments with the original sender

Recipients can save their markups/comments as a snapshot by hitting the "Share as Comment" command. This will then display the snapshot in the Comments window on the right side of their screen.

The 3DEXPERIENCE platform will notify the original sender when the feedback has been applied and sent.

Clicking on the notification displays the 3DPlay app in the SOLIDWORKS task pane, where of the annotations and comments made by the recipient of the file can be viewed.

5. 3DDrive: Locating Shared Files

The process which has just been described, seems very automatic and simple, and so it is. However, it’s always important to be aware of where the shared files are located, if you, at some point, wish to search for a specific file and other files that might have been shared.

By opening the 3DDrive application, searching can be performed in SolidWorks as well, simply locating the 3DDrive application through the Compass and open it.

The 3DDrive application appears and shows all the 3DDrive folders you have access to. When you share a file like shown in previous steps, the folder “Shared with external” is automatically created and to be found in the “My Files” folder.

This is where all the files you have shared using the “Share a file” feature in SOLIDWORKS are be located.

All the files you have shared from SOLIDWORKS are accessible from this folder. From here you have several options, for example viewing the information of the files you have shared and previewing it so you are able to see exactly what the external recipient is seeing when they open the file in the browser.We recommend deleting the file, but be aware that this will also remove all comments and markups attached to it. The 3DDrive file, not the copy in your 3DSpace, stores this information

6. Adding new users to existing shared files

If you want to add more external recipients to collaborate with, you can do it from the folder as well. Just select the desired file, select the share button and then the “Share with external” tab and you get the same window as described previously.

Note: Although there is an expiration date “30 days from link creation” it is only the link to the file that expires, not the file itself. We will keep the shared file in the 3DDrive until we remove it.

7. Revoking access to shared files

You have the option to revoke the shared access. When you have located the file you wish to revoke access from in the 3DDrive “Share with external” folder, open the “Share with external” tab in the “Share this file” menu.

Select the “Authorized list”

This program will show you the list of authorized users for this file. You can then select the recycle bin icon next to a user to revoke their access.

Share and Markup – use case examples

In this chapter you will find 3 use cases for sharing documents. These examples are commonly used by consultant designers, suppliers, and manufacturers in their daily information exchange.

1. Sharing a SOLIDWORKS drawing

Let’s say you need to share 2D drawing with a supplier. In this case you have made some changes to an original part and would like to get feedback from the supplier.

From the drawing in SOLIDWORKS, you can share the file as PDF, DXF, DWG and PNG.

Having chosen PDF as file format - select “Share a file” again. In this example we will not restrict the access to the file, so we will just make sure that the “Enable guest comments” is active and then click the “Copy external link” followed by “Close”.

The dialogue closes with a message stating that you have uploaded the file to 3DDrive. And if you forget to copy the link before closing the “Share a file” window, there is a Copy Link button in the info pop-up. This pop-up will disappear after a while. Hovering over it, will keep it visible.

We can send the copied link to an external supplier by email.

The external recipient pastes the link into a browser. They can then log in to the 3DEXPERIENCE platform using their account credentials to view the file.

The recipient can now access the drawing and start giving feedback. They can also share comments as described previously.

2. Sharing a design for manufacture

We have approved your design and it is ready for manufacturing. Now you need to send the 3D file. You could send it as a STEP file or as a native SLDPRT file. This can in some cases make it much easier to start producing data for CNC machining or 3D Printing.

We can easily share a file after making modifications. Simply select 'Share a file' and a dialog box will appear, allowing you to update the existing file.

The update process retains all previous annotations and comments, allowing the communication thread to continue seamlessly.

3. Sharing a large assembly design for review

When dealing with large assemblies, sharing a design efficiently can pose a real challenge as file sizes can get large. Previously, opening a large assembly, even in lightweight mode, often required recipients to use a workstation with the native CAD application installed.

This task is now much easier in SOLIDWORKS by utilizing a combination of the 3DXML file format and the Share a File feature.

The 3DEXPERIENCE platform allows you to view 3DXML files on both workstations and mobile devices. As long as you access the received link for the shared file – you will be able to open, view, zoom and rotate, explode even complicated assemblies.

Let’s have a look at an example using an all-terrain adventure bike designed by Bowhead Corp.

I have opened the assembly in SOLIDWORKS and prepared it for sharing by selecting 3DXML as the file format.

The user selects the "Share a file" command and then proceeds to follow the sharing procedure outlined earlier.

The recipient clicks the link and logs in to 3DEXPERIENCE. They can then easily view the assembly and add comments. A non-windows device took these screenshots.

Share and Markup compared with traditional methods of file sharing.

Using the Share and Markup workflow can remove the need to use traditional methods of file sharing. Traditional methods of file sharing include PDFs, screenshots of models in documents, and even SolidWorks Pack and Go. These methods often require multiple applications and can cause compatibility issues. Share and markup takes away previously used unstructured workflows and eliminates the typical obstacles in historical file sharing which include:

  • The need for various applications for saving and viewing files.
  • File sizes exceeding mailbox capacity.
  • File formats not compatible with recipient operating system or applications for viewing.

1. Share and Markup summary

SOLIDWORKS Share and Markup offers a powerful solution for sharing designs with external stakeholders. This functionality leverages the Share a File command and the 3DEXPERIENCE platform. It eliminates the need for less efficient file sharing methods. With SOLIDWORKS Share and Markup, you eliminate the hassle of manual file zipping, email limitations, and recipient software downloads. Now, anyone can view and comment on your designs using a simple web link. The browser supports the 3DEXPERIENCE platform. This allows recipients to view and add comments to shared files on a mobile device.

SOLIDWORKS Share and Markup streamlines design collaboration. Designers and stakeholders can work together efficiently, getting products to market faster.

Effective Data Representation with Metrics Readers

Metrics Reader is a cutting-edge application for public cloud dashboards that provides a range of essential features. With Metrics Reader, you can effortlessly generate charts based on your imported datasets, enabling you to gain valuable insights and analyse the data effectively. Additionally, this powerful tool allows you to compare multiple charts, empowering you to make informed decisions based on comprehensive visualizations.

Metrics Reader is compatible with 3DDrive, Social Analytics, and Potion for enhanced functionality.

When incorporating a Metrics Reader widget into your dashboard, it is essential to customize it with your specific data set to showcase a chart.

You can modify the settings of any Metrics Reader widget that you have personalized.

By importing your own data (.CSV or .XLS), you can analyse trends and uncover valuable insights through customizable charts and graphs.

The Task Shows:

  1. Select data type.
  2. Import data.
  3. Select Range.
  4. Customize.

1. Select Data Type:

  • Quantitative Time-series
  • Quantitative Series
  • Qualitative Series

Quantitative Time-Series:

Bring in a collection of numeric data gathered at consistent time intervals. We will closely examine the Quantitative time series.

2. Import Data:

There are three options for importing the data.

Cloud (One time upload):

This is a one-time upload process where you will need to enter your Login ID and Password in the File URL field.

Select the Cloud option and enter the URL of a file saved on the cloud. If access is limited, please provide your login information.

Note: Your 3DEXPERIENCE Platform requires Internet access if the URL you provided directs to an online resource.

Paste Data:

Select the "Paste data" option and then paste the data that you have copied from your clipboard.

Dropped file:

Choose the dropped file and effortlessly transfer a file from your 3DDrive (3DDrive is the storage application located on the 3DEXPERIENCE Platform. To draw a parallel, it functions similarly to Dropbox, Google Drive, and OneDrive. Interestingly, these three programs can also be seamlessly integrated into 3DEXPERIENCE).

In addition, there is an advantage to editing the dropped file from 3DDrive, as it will automatically update the Charts.

3. Select Range

You have the option to choose a column and import the time zone, indicating the date column and the desired date format. Additionally, you can display the results as Sum, Average, Maximum, or Minimum.

4. Customize

Within the design tab, you can modify the sequence of your products using Forecast, Smooth curve, Linear regression, total, and time zone. Additionally, you can define the name and Source URL in the Credits tab before choosing the Chart type displayed in the image.

The personalized dashboard is utilized by millions daily to effectively monitor, customize, and share various aspects of their digital lives. Depending on your company's needs, you can choose from a variety of chart types and configure multiple metric readers on the desired tab within the dashboard. This ensures that all the essential data of your company is conveniently accessible on a single page.

Essentially, this tool can assist you in replacing the outdated process of manually analysing Excel files, which often results in errors and is quite time-consuming. Moreover, it can be conveniently accessed from any location, at any time, and on any device - all you have to do is log in to the platform to access it.

Difference between 3DEXPERIENCE Title and File Name

Learn how to manage files on the 3DEXPERIENCE Platform using a 3DEXPERIENCE Title identifier in this blog.

As a SOLIDWORKS model, the 3DEXPERIENCE platform offers an excellent file management solution that makes sure all references are kept up-to-date, even if models are renamed or moved across multiple projects. SOLIDWORKS uses references to verify that all drawings, assemblies, and parts link together during parametric changes.

Windows File Management

The File and folder Name's that we've become use to is a unique Windows identification. It is the filename that is saved in various folders on the hard disk. The same name may appear in more than one file stored in different folders. If SOLIDWORKS PDM isn't used, then changing a file name or folder structure will unavoidably lead to file reference issues.

3DEXPERIENCE File Management

The 3DEXPERIENCE platform offers a different approach. All files are saved to a single local cache folder with unique file names, even though Windows still needs a file name to save a local copy to disk. The file name is no longer useful once it is saved to the platform.  It is actually unchangeable at this point. 

Now that we have a 3DEXPERIENCE attribute called Title, we can manage the naming. It is simple to rename this at any time. Organizing is done with the Bookmark Editor instead of storing things in different folders. References are not broken because the files are not renamed or moved to a different folder.

Differences in Terminologies

In the 3DEXPERIENCE platform, file management is referred to by a few terms. Here is a brief explanation, however the title is the primary and most important part.

1. File Name

This file's name is stored in Windows' local cache folder. The file is locked and cannot be modified once it has been saved to the platform. That prevents any references from being missed. Since Windows prohibits multiple files with the same name in the same folder, if two files with the same name were saved to the platform, the local cache may apply a unique file name (e.g., xcadmodel###.sldprt).

2. Name

A unique 3DEXPERIENCE identification, such as (prd-R###) is used to differentiate a product within a Collaborative Space.

3. File Title

This is a 3DEXPERIENCE feature that may be utilized for organizing your models. The CAD Family, physical products and drawing title are all included with this.

4. Title

This characteristic is also known as the Physical Product Title; it is basically the same as the File Title.

  • When a part or assembly has many configurations, the configuration name is added in the title to keep them unique, as in "Part123(Config123)".
  • In the case of a drawing, this might be the specific file title or the file title of the part or assembly that is being referenced.

5. Component Name

This is a unique SOLIDWORKS identifier that appears in the My Session app and provides the component's assembly instance number. This is related to the File Title.  Any modifications made to the File Title will have an impact on the Component Name.

Renaming the 3DEXPERIENCE Title

We can now rename the Title without affecting the SOLIDWORKS references because we know the file name will never change. By right-clicking on the top of the Feature Manager Design Tree and selecting Rename Title, you can change it.

Conclusion:

The ability to connect to dashboards, messaging, activity streams, communities, and drag-and-drop task management means everyone is on the same page directly from SOLIDWORKS.

Windows explorer has current limitation on cache file, which will be removed in 3DEXPERIENCE SOLIDWORKS. 

3DEXPERIENCE SOLIDWORKS has an in-built data management solution to manage and organize your CAD and Non-CAD Data with the help of Bookmark editor.

POTION LABKEY TO AUTOMATION 3DEXPERIENCE

Potion Lab is an innovative application in the 3DEXPERIENCE platform
that simplifies workflow automation. By setting triggers like file
uploads or project creations, users can activate automated actions
effortlessly. What makes PL unique is its customizable
ingredient selection, enabling users to choose outputs like notifications
or bookmarks.

PL = Potion Lab.

What is Potion Lab?

Potion Lab is a groundbreaking application within the 3DEXPERIENCE
platform
that allows users to automate tasks and processes seamlessly.
Whether you're managing projects, collaborating with teams, or
optimizing workflows, PL empowers you to streamline your
operations with ease.

How Does Potion Lab Work?

Creating your own "Potion" with Potion Lab is a breeze. You start by
setting a trigger, which can range from a file being uploaded to the cloud
to the creation or termination of a project. This trigger serves as the
catalyst for your automated process, kicking off the magic of PL.

Next, you select the output, known as an ingredient, which determines
what action should occur when the trigger is activated. The possibilities
are endless – from sending notifications and emails to creating a new
bookmark or updating the lifecycle of a component. With up to five
ingredients per Potion, you have the flexibility to tailor your automation
to suit your specific needs.

Empowering Users with Potions:

Potion Lab offers users the remarkable ability to harness the full
potential of automation, placing control firmly in their hands. With each
3DSwym (IFW) role, users are granted the opportunity to craft three
Potions, presenting ample scope to refine their workflows and amplify
productivity levels. This allocation empowers users to tailor automation
to their specific needs, whether it involves simplifying file management,
expediting project processes, or automating communication tasks.

Furthermore, for individuals with the Social Analytics (NBA) role, the
horizon expands exponentially, as they gain access to a generous quota
of 20 Potions. This heightened accessibility not only broadens the scope
of automation but also enables users to delve into more intricate and
expansive automation scenarios. Whether users aim to streamline team
collaboration, optimize data analysis processes, or enhance project
management efficiency, PL equips them with the tools to
transform their workflow landscape and achieve unprecedented levels
of automation prowess.

Benefits of Potion Lab

Increased Efficiency:

Say goodbye to manual tasks and repetitive processes. Potion Lab
automates routine actions, allowing you to focus your time and energy
on more meaningful tasks

Enhanced Collaboration:

With Potion Lab, teams can collaborate more effectively by
automating notifications, updates, and other communications, ensuring
everyone stays in the loop.

Greater Control:

Potion Lab gives you full control over your automation processes.
Easily customize triggers and ingredients to meet your unique
requirements and preferences.

Ready to experience the transformative power of automation? With
PL, you can unlock new levels of efficiency, collaboration, and
control on the 3DEXPERIENCE platform. Start creating your Potions and
unleash the magic of automation in your workflow.
Revolutionize your workflow on the 3DEXPERIENCE platform? Look no
further than PL, one of the most innovative applications that
can automate large parts of your platform experience. Let's dive into
how PL can transform the way you work and unleash a world
of possibilities.

How to Create a 3DEXPERIENCE Dashboard: A Comprehensive Guide

3DEXPERIENCE Dashboard

The 3DEXPERIENCE platform empowers users with a powerful tool: dashboards. These customizable interfaces provide a centralized location to access resources and content relevant to your organization's activities. Imagine having all the information you need at your fingertips, organized to streamline your workflow. That's the magic of 3DEXPERIENCE dashboards.

This guide walks you through the process of creating and customizing dashboards, putting you in control of your 3DEXPERIENCE experience.

Getting Started with "My First Dashboard"

Upon logging into 3DEXPERIENCE for the first time, you'll encounter "My First Dashboard." This serves as your launchpad, featuring pre-populated tabs like "Getting Started" and "Learn the Experience." These tabs showcase available widgets and applications in action, giving you a taste of the platform's capabilities.

Creating a New Dashboard

Ready to personalize your experience? Let's dive into creating a new dashboard.

1. Locate the Dashboard Menu:

Navigate to the top left corner of the page, next to the Compass icon. Expand the "Dashboard and Cockpit Search" menu by clicking it.

2. Initiate Dashboard Creation:

Click the plus sign (+) symbol displayed beside the search bar.

3. Choose Your Template (Optional)

The "Create Dashboard" menu appears. Here, you can choose between a blank dashboard or leverage a template to jumpstart the process. Template availability depends on your assigned roles. Provide a name for your dashboard and an optional description to personalize it further. Once satisfied, click "Create" to bring your new dashboard to life. For this example, let's create a blank dashboard named "Examples."

4. Your New Dashboard Appears:

The newly created dashboard will populate the main view and be added to your dashboard list.

Customizing Your Dashboard with Tabs

1. Welcome to the New Tab:

Upon creating a new dashboard, you'll land on a blank "New Tab." Rename this tab to reflect the tasks you intend to accomplish within this section.

2. Explore Roles and Apps:

Click the 3DEXPERIENCE Compass icon to explore the available Roles and Apps within the platform.

3. Identify Task-Specific Apps:

Locate the applications most relevant to your tasks. Widgets, identifiable by the arrow icon in their upper right corner, represent these applications.

4. Drag and Drop for Seamless Integration:

Don't hesitate to add widgets to your tabs! Simply drag and drop any widget you require onto the designated page.

5. Snapping to the Grid:

As you drag and drop widgets, observe how they attempt to snap to specific locations within the viewport, ensuring a clean and organized layout.

6. Widget Resizing and Rearrangement:

Widgets are not limited to their default square size. Feel free to rearrange and resize them to fit your preferences.

This guide equips you with the knowledge to create and personalize dashboards and tabs within 3DEXPERIENCE. With these custom dashboards, you can streamline your workflow, gain instant access to crucial information, and ultimately boost your productivity.

How to utilize the 3DEXPERIENCE SOLIDWORKS 3DSwym

The 3DEXPERIENCE platform offers a powerful tool for collaboration and communication: 3DSwym. It empowers users to share ideas, spark discussions, and drive innovation within communities. This guide explores the various post types available in 3DSwym, equipping you to leverage its full potential.pen_spark

3DSWYM POSTS:

Share text-based content using 3DSwym's posts. Utilize the Rich Text Editor to format your message for clarity and impact. Additionally, categorize your posts with 6WTags for better organization. Furthermore, embed multimedia content to enhance understanding.

Engage Through Posts:

Take center stage with multimedia content using the 3D/Photo/Video post type. Upload directly to your SWYM community and don't worry if you lack pre-made media. Create presentations, tables, and drawings directly within this content type to support your message.

Showcase Visuals with 3D/Photo/Video:

Community ideas form the foundation for groundbreaking designs and advancements. These function similarly to articles, with an added advantage: users can evaluate and refine the concept. You can even customize the idea pipeline to match your existing workflows.

Ask and Answer with Questions:

Conduct surveys within your SWYM community to gather valuable insights. 3DSwym offers multiple answer formats, including rating scales, open-ended questions, and multiple choice. Results can be visualized in pie charts or downloaded as CSV files for further analysis.

Fuel Innovation with Ideas:

Wiki Pages serve as editable online resources for storing and sharing information within a community. Maintain a glossary of industry terms, provide quick access to crucial company documents, or leverage rich text formatting and embedded media for effective information presentation. Wikis can be nested for a structured hierarchy, and locked once finalized to prevent unauthorized changes.

Make Decisions with Surveys:

WeDos provide a space to assign simple tasks to community members or colleagues during discussions. They function alongside the Project Planning widget for enhanced capabilities. Add an optional title and description for further context. Leveraging your SWYM Community, you can assign WeDos to up to ten participants, each receiving relevant materials and deadlines based on their user credentials.

Organize Knowledge with Wiki Pages:

3DSwym unlocks a world of possibilities for collaborative communication within the 3DEXPERIENCE platform. By mastering the various post types, you can share knowledge, spark discussions, and drive innovation within your teams. Start exploring 3DSwym today and unlock the full potential of collaborative creation!

Assign Tasks with WeDos:

WeDos provide a space to assign simple tasks to community members or colleagues during discussions. They function alongside the Project Planning widget for enhanced capabilities. Add an optional title and description for further context. Leveraging your SWYM Community, you can assign WeDos to up to ten participants. Each participant will then receive relevant materials and deadlines based on their user credentials.

Empower Your Collaboration

Unleash the power of collaborative communication within the 3DEXPERIENCE platform with 3DSwym. By mastering its various post types, you can effortlessly share knowledge, spark engaging discussions, and ultimately drive innovation within your teams. Therefore, start exploring 3DSwym today and unlock the full potential of collaborative creation!

SolidWorks Simulation: Design Stronger, Safer Industrial Equipment

We have just wrapped up another successful webinar and are thrilled about the positive feedback that
we’ve received. The focus of this live webinar addressed the unique issues of industrial equipment
design. It showed how to use both SOLIDWORKS 3D modeling and cloud-based 3DEXPERIENCE Works®
Industrial equipment manufacturers face a unique set of design challenges. Today's machines are becoming increasingly complex, with intricate electromechanical systems and large assemblies that can slow down the 3D CAD development process.

Traditional physical prototypes are often expensive and time-consuming to create, further hindering efficient design iterations.

solidworks - Traditional physical prototypes

Overcoming Industrial Equipment Design Issues

To stay competitive in a rapidly evolving market, manufacturers are embracing automation and specialized tools to achieve greater productivity and flexibility.

This is where SOLIDWORKS® 3DEXPERIENCE Works Simulation (3DEXPERIENCE Works Simulation, not SOLIDWORKS itself, should be the keyphrase in the title for SEO) comes in.

This cloud-based platform offers a powerful combination of 3D modeling and simulation (often referred to as MODSIM) that can help you address critical industrial equipment design issues, including:

Customization and Adaptability:

Industrial equipment needs often vary depending on specific customer requirements or unique processes. 3DEXPERIENCE Works Simulation empowers you to design equipment that is adaptable and customizable, meeting these diverse needs while maintaining efficiency and cost-effectiveness.

Durability and Reliability:

Industrial environments are often harsh, with extreme temperatures, vibration, dust, and corrosion being common factors. 3DEXPERIENCE Works Simulation allows you to virtually test your designs under these conditions, ensuring they are durable and reliable, minimizing downtime for maintenance or repairs.

Technological Advancements in Soliworks:

The industrial landscape is constantly evolving with advancements in automation, robotics, AI, and IoT. 3DEXPERIENCE Works Simulation helps you stay ahead of the curve by incorporating these innovations into your designs, meeting ever-changing customer expectations.pen_spark

Cost-Effectiveness:

Balancing advanced features and high-quality materials with cost control is a constant challenge for manufacturers. 3DEXPERIENCE Works Simulation allows you to optimize designs for cost-effectiveness without compromising on performance, durability, or efficiency.pen_spark

Safety and Compliance:

Stringent safety standards and regulations govern industrial equipment. 3DEXPERIENCE Works Simulation helps ensure your designs meet these safety requirements and comply with various regulations, streamlining the compliance process.

Unlocking the Power of MODSIM

By leveraging the collaborative cloud environment of 3DEXPERIENCE Works Simulation, you gain valuable insights from embedded simulation solutions. This allows you to analyze factors like strength, durability, thermal comfort, flow, manufacturability, and electromagnetic performance throughout the design process. This digital prediction of real-world behavior empowers you to make informed decisions at every stage, potentially reducing (or even eliminating) the need for physical prototypes and ultimately leading to higher quality industrial equipment.

Gain insights on SOLIDWORKS-embedded simulation solutions while enhancing strength

Watch the Recorded Webinar

Gain insights on SOLIDWORKS-embedded simulation solutions while enhancing strength, durability,
thermal comfort, flow, manufacturability, and electromagnetic performance within a collaborative cloud
environment. The MODSIM approach to product development empowers you to make improvements at
each phase of the design by predicting real-world behavior digitally, where you can help decrease (and
sometimes eliminate) the need for prototypes and increase all aspects of product quality.

Conclusion

3DEXPERIENCE Works Simulation offers a powerful and cost-effective solution for industrial equipment manufacturers. This innovative platform allows you to overcome design challenges, optimize equipment performance, and ultimately deliver stronger, safer, smarter, and more comfortable industrial equipment to your customers.

Back to Top
Product has been added to your cart