Collaborative Lifecycle Management :How to access the Collaborative Lifecycle role in order to build revision management

Imagine a world where managing revisions for your 3D projects is a breeze. No more confusion over version numbers or lost updates. This is the power of Collaborative Lifecycle Management (CLM) within the Open 3D Experience Platform. CLM empowers you to track changes, create branches, and effortlessly merge revisions, all while fostering seamless collaboration throughout your design process.

Harnessing the Power of Collaborative Lifecycle Management:

The Open 3D Experience Platform offers a robust set of tools accessible through Google Chrome. By leveraging your 3D Passport credentials, you can unlock the full potential of CLM. Here's a step-by-step guide to get you started:

1. Access the Collaborative Industry Innovator Role:

Upon logging in, navigate to the Compass icon. This will grant you access to the Collaborative Industry Innovator role, where you'll find the CLM app.

2. Launch the Collaborative Lifecycle App:

Double-clicking the CLM app icon will launch it within the platform.

3. Open Your Model and Initiate Revisions:

Select your desired model within the 3D space and open it within the CLM interface. This will initiate a new conversation for the updated revision.

4. Provide Revision Details:

This is where you can clearly document any changes made to the model. A detailed revision history is key for maintaining transparency and efficient collaboration.

5. Finalize the Revision:

Once you've documented the revision details, simply click "Revise" to commit the changes and update the file revision.

Beyond the Basics: Unlocking the Full Potential of CLM

While the above steps provide a foundational understanding of CLM, its capabilities extend far beyond basic revision control. This powerful tool allows you to:

  • Create and Manage Branches: Facilitate parallel development by creating separate branches for different design iterations. This enables exploration of alternative concepts without jeopardizing the core model.
  • Effortless Merging: Seamlessly integrate changes from various branches back into the main model, ensuring all team members are working with the most up-to-date version.
  • Enhanced Collaboration: CLM fosters a collaborative environment by providing a clear historical record of changes, revisions, and contributors. This promotes transparency and streamlines communication within your design team.


By incorporating Collaborative Lifecycle Management into your workflow, you can revolutionize the way you manage revisions and propel your 3D design projects to new heights. With its intuitive interface and comprehensive features, CLM empowers you to maintain control, streamline collaboration, and unlock the full potential of your design vision.

Creation of PLC in library of SOLIDWORKS ELECTRICAL

Creating a PLC in SOLIDWORKS ELECTRICAL SCHEMATICS and customizing the PLC according to our requirement.

Include this connector in your schematic diagrams to connect symbols like relays, contactors, sensors, and signals.

                     The creation of a PLC involves following a few steps. Once created, the same PLC specifications can be used for connections within SOLIDWORKS Electrical schematics.


  • To create a PLC first it must store in the library. The library permanently stores created connectors until you remove them manually
  • To create a PLC as shown in the below image first have to goto Library -> Manufacturer part management.
Windows Screen of Creating PLC in library of SOLIDWORKS ELECTRICAL


Manufacturer part management

  • Once the above points done.
  • Manufacturer part management will consist of more number classifications(folders). This section actively separates and organizes all components into different folders.
  • Selecting the PLC folder filters the manufacturer part management tab on the right side, displaying only PLC-related manufacturers already present in the library.
  • Selecting the "ADD MANUFACTURER PART" option allows you to create a new PLC. The system will provide a separate tab to enter details specific to the PLC.
Windows screnn of Manufacturing part management


New PLC details adding In Solidworks Electrical

  • Once the above points done.
  •  The system will open a Manufacturer Part Properties tab.
  • In this section three options will be present PROPERTIES, USER DATA, CIRCUIT, TERMINALS
  • The Properties tab requires you to fill in essential details like reference and manufacturer. Scrolling down reveals additional optional specifications such as height, weight, frequencies, and supplier name.
Windows Screen of New PLC details adding In Solidworks Electrical


Specifications of Circuit, Terminal

  • With continuation of above points
  • The third option, Circuit Terminals, lets you add circuit types.
  •  At the top circuit, terminal option will be present near to the properties tab.
  • This tab allows you to add circuits using the ADD option
  • The ADD MULTIPLE option, illustrated in the image below, allows you to efficiently add multiple circuits at once


Add Multiple Circuits In Solidworks Electrical

  • The image below demonstrates how to quickly and easily add multiple circuits.
  • All circuits type are present in the scroll down. Select circuits based on your specific requirements.
Windows screen of 
Add Multiple Circuits In Solidworks Electrical


  • With these above-mentioned points we can able to create a PLC in a solidworks electrical.
  • By following these steps, you will create a new connector that gets added to the SOLIDWORKS Electrical library for future use.

3DEXPERIENCE Exchange – Import and Export Package


Let us see how we can Import and Export Package with 3DEXPERIENCE Exchange.

Collaborating together with users outside of your company has always been better! Assembly files can be easily bundled into a single package file by using the Export as a Package capability. You can share this file with third-party suppliers so you can track and get back their modifications. Even the files that are editable within the package can be restricted.

Similar to SOLIDWORKS Pack and Go, but with more ease of use as well as integration with 3DEXPERIENCE Platform products, is this capability.

How to Export as Package:

1. In 3DEXPERINCE SOLIDWORKS, open the assembly file you would like to share with External Stack Holder.

2. To save, pick Tools from the 3DEXPERIENCE tab on the right, choose Export, and then select Export as Package.

pick Tools from the 3DEXPERIENCE tab on the right

3. On the launch of the export window, you have the option to mark assemblies and components as read-only or editable for whoever you are sharing data with

4. Following that, providing the package a name and choose Export. The 3DEXPERIENCE Platform permits you to save the package file (.sldpkg) locally or to 3DDrive.

the package a name and choose Export

How to Import as Package with 3DEXPERIENCE Exchange for SOLIDWORKS:

1. Initially ensure certain SOLIDWORKS' "3DEXPERIENCE Exchange" Add-in is activated.

Initially ensure certain SOLIDWORKS' "3DEXPERIENCE Exchange" Add-in is activated.

2. Select the 3DEXPERIENCE Exchange tab on task plane, then pick Import Package.

3. To open the ".sldpkg" file that you received, click the "Open" icon in the "Import Package" Window. A working folder will be created when importing this package, and its default path will be taken automatically.

 To open the ".sldpkg" file that you received, click the "Open" icon in the "Import Package" Window. A working folder will be created when importing this package, and its default path will be taken automatically

4. The window on the right will display the files that are read-only or unchanged when the package has been imported.

The window on the right will display the files that are read-only or unchanged when the package has been imported

5. The window on the right will display the files that are read-only or unchanged when the package has been imported.

Export Package:

Once you've decided to send the updated package back to the the sender, select Package, Export. The revised ".sldpkg" file can be saved from here on and forwarded to the 3DEXPERIENCE user you are collaborating with.

Bookmark Editor On The 3DEXPERIENCE Platform

In 3DEXPERIENCE platform, the Bookmark Editor empowers you to streamline cloud data organization and management. Imagine creating a personalized filing system based on projects, departments, products, or any other criteria that suits your workflow. This blog post delves into four key tips to unlock the full potential of the Bookmark Editor and transform your data management experience.

  1. Customise the columns on your bookmark editor.
  2. Enable Product Expansion.
  3. Remove File vs Delete File.
  4. Index and Authoring in Active Mode.

1. Customize the columns on your bookmark editor:

The Bookmark Editor displays a wealth of information about each file within its top row columns. These columns are instrumental in organizing and managing your data effectively. Tailor these columns to your specific needs by dragging and dropping them for rearrangement and selecting which ones to display.

Pro Tip: Right-click any column header and choose "Tree List View Options" to manage column visibility. This menu allows you to select the specific columns you want to display (Step 2). For even more granular control, click the settings gear in the upper right corner (Step 3) and navigate to "More Attributes" followed by "Select Attributes" (Step 4 & Step 5) to add even more columns.

2. Leverage Product Expansion for Effortless Navigation

Subassemblies and subcomponents become a breeze to navigate with product expansion enabled. Simply access the drop-down menu in the upper right corner of your Bookmark Editor Widget (Step 1) and select "Preferences" (Step 2)

. Next, activate the checkbox labelled "Enable product expansion" (Step 3). This will add a plus sign (+) to your files, allowing you to expand them and effortlessly view sub-components.

3. Understanding Remove vs. Delete: Keep Your Data Organized

The Bookmark Editor of 3DEXPERIENCE Platform offers two options for file management: Remove and Delete. It's crucial to understand the distinction between these two functions.

  • Remove: This action removes the selected file from the current Bookmark only. The file itself remains within the Collaborative Space where it was originally saved and can still be accessed through other Bookmarks.
  • Delete: This permanent action removes the selected file from your entire Platform. Use this option with caution, as deleted files cannot be recovered.

4. Switch Between Indexing and Authoring Modes for Real-time Updates

The Bookmark Editor offers two viewing modes: Indexing and Authoring. Indexing mode, the default setting, displays the latest items available from the server's database. However, there might be a slight delay in reflecting recent modifications or uploads due to the indexing process.

To view the most up-to-date changes, switch to Authoring mode. This mode allows you to see any files still being indexed. Keep in mind that the window will automatically revert to Indexing mode after a minute in Authoring mode, unless you adjust this behavior in the Preferences.

Unleash the Power of the Bookmark Editor

By incorporating these essential tips, you can transform the Bookmark Editor into a powerful tool for managing your cloud data within the 3DEXPERIENCE platform. From customized column views to seamless navigation and control over file management, the Bookmark Editor empowers you to organize and access your data with greater efficiency.

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