What - S New Organization Modeling R2020x PDF

What’s New Organization Modeling
& Secure Data Accesses

3DS.COM © Dassault Systèmes | Confidential Information | 3/6/2020 | ref.: 3DS_Document_2015
OnPremises and Cloud
Up to R2020x
Stéphane MAITRE
02/28/2020
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© Dassault Systèmes | Confidential Information | 3/6/2020 | ref.: 3DS_Document_2019
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1
Content
What’s new 2019x

What’s new 2020x
Enterprise Modeling & Execution – 3D Space
Available in App(s)
3DSpace
Available in Role(s)
Access Control : Configure Leader and Owner roles association Collaborative Industry Innovator
(CSV)
• Ease separation of duties (SoD)

 It is now possible to invite people to a collaborative space as Owner or Leader by deactivating option at platform level
Currently user can only be invited as User can be invited only as Leader
Deactivate new option:
Owner and Leader:
3 R2020x GA
Available in App(s)
3DSpace
Access Control : Restricted Access Roles Available in Role(s)

Collaborative Industry Innovator
(CSV)
• Improve collaboration while controlling access to enterprise assets

User can now invite people leveraging new Restricted access roles to better control strict access to content of a collaborative

space and an organization (e.g. Department). It can be used complementary to existing regular access roles for extended
collaboration.
Enable new Restricted Invite people as Restricted to a Restricted access can be modified as
Restricted access roles: access role: collaborative space for an organization required:
:
Business Access Role:
Reader (Restricted)
Contributor (Restricted)
Author (Restricted)
Leader (Restricted)
Administrative Access Role:

Owner (Restricted)
4 R2020x GA Adopted by all apps except few exceptions to be completed R2020x FD01
Available in App(s)
3DSpace
Access Control : Restricted Access Roles Available in Role(s)

(CSV)
5 R2020x GA Adopted by all apps except few exceptions to be completed R2020x FD01
R2020x
Industry Innovation (CSV) Available in App(s)
Collaborative Lifecycle
Author can freeze non owned data Available in Role(s)
Industry Innovation (CSV)
Easy scenario for standalone Change Action Industry Applicability: All

 Author (Contributor) can now be allowed to promote Definition (Evaluation) data,

without having to be the owner of concerned data. Change Action
 This option facilitates the Change Action scenario, in which the Assignee(s) needs to
promote the Realized data to Frozen before being allowed to promote his CA to In
Approval: no more need for the owner of the CA to change the owner of the Realized
data, nor to systematically assign Leader role to Assignees.
6
R2020x
Author can freeze non owned data Available in Role(s)
Easy scenario for standalone Change Action Industry Applicability: All

Change Action
7
R2020x
Graph configuration: Consider Promotion Controls under CA Available in Role(s)
Strict Change Control for Maturity transition Industry Applicability: All

 Ensure mandatory Change Action

for Maturity transition Change Action
 Strict Change control for release

process
8
R2020x
Rules configuration: Allow Revise on selected Maturity states Available in Role(s)
Managed allowed Maturity states to be revised Industry Applicability: All

 Configuration of release process and versioning
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3DDashboard – R2020x
R2019x
FD01  User Groups
 Support User groups for Dashboard
 Share Dashboards with a Group

 Manage Group access rights: Reader/Contributor/Owner
R2019x
FD01  Access to Online Documentation
 Direct access to User Assistance online documentation
from the 3DEXPERIENCE Platform
R2019x
FD01  Starter Dashboard
 Force the default dashboard for new members using
« Dashboard by Role » (new setting in Platform Management)
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3DSearch – 2020x
R2019x
FD03
 Search Secured Suggest
 Word suggest based on corpus extraction from title & multiple
sources : 3DSpace, 3DDrive, 3DSwym (built once each 24h)
R2019x
FD03  Search highlight
 Provides capability to highlight search criteria in content returned
to understand more quickly results (3DDrive, 3DSwym & partially
3DSpace content)
R2019x
FD03  Search Layout & Preview
 New textual tile view to maximize content reading
 Scalable features depending on device
 Merge the Previous Information Panel & Preview in a single
preview with 2 areas (primary & seondary)
 Actionability proposed through an Open button (for WebApp on
Communities & Drive contents)
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3DSearch – 2020x
Available in Platform Management dashboard
R2019x
FD01 New « 3DSearch & 6WTags Control Center » App
 Manage General Settings

 Default results view mode,
 Recent content timing
 Date display,
 Quantity of 6WTags
R2019x
FD04  Manage Search Attributes
 Preferred Types
 Enterprise preferred tags in 3DSearch
 Last Revision for 3DSpace
 Deployment Extensions attributes
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Enterprise Modeling & Execution – Collab & Approvals Available in App(s)
3DSpace
Restrict document demotion when under change control Available in Role(s)

(CSV)
• Insures document integrity when under change control

 Current Behavior:
 Owner of Document (or its sub-type) governed by
Document Release policy can be demote or promote
Document from Frozen state to In Work state regardless
of whether it is under change control or not.
 New behavior:
 Document type or its specific sub-types governed by
“Document Release” policy are available for
configuration to restrict promote/demote from Frozen to
In Work when under change control.
 Configurable for administrator to demote the Document
type or its specific sub-types on as needed basis
13 R2020x GA
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1
Content
What’s new 2019x

What’s new 2020x
R2018x FD03 / R2019x
SECURITY – Modeling Enterprise

Modeling Enterprise, Business Units and Departments
 New “Companies” functionality for Enterprise

modeling, available On-Premise and Cloud

 Batch solution for mass management of
Enterprises, Business Units, Departments and
Users
15
R2018xFD03
R2019x
Collaboration & Approvals/Companies
“Companies” menu supported with 3DSpace Baseline Behavior Available in Role(s)
Detailed definition for Organization Modelling Industry Applicability: All

 Dedicated function for Organizations, Companies, Business Units, Departments

management
 Management of “Employee of” and “Member of” attributes
16
R2018xFD03
R2019x
3DDashboard/3DSpace
Access Rights based on Organizations Available in Role(s)
Make management of multi-Organizations Credentials available on Cloud Industry Applicability: All

 On a given platform, in case of Organizations defined through ”Collaboration &

Approvals / Companies” app, Access Rights on a given Collaborative Space can be
set by taking into account this Organization axis through the Advanced view in
3DSpace / Members
1 2
1. Employees with Companies they belong to

2. Ownership on Content driven by Organizations
3. 3DSpace Baseline Behavior Roles
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R2018x FD04 / R2019x
SECURITY – Managing Credentials

Managing Credentials at User Group Level
 Mass management of Credentials
by using Groups of Users

 Batch mode On-Premise R2018x
FD03
 New widget in R2019x
R2019x
FD0x
Cloud &
R2018x
On-
FD04 Premise
On- TBC
Premise
only
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Collaboration and Approvals Available in App(s)
Support for the use of User Groups in the Credentials panel

Common Services (BPS)
Enables access based upon membership in platform-based User Groups Industry Innovation (CSV)
Industry Applicability
 A Credential Panel is displayed when connecting to the 3DSpace service, switching between Collaborative - All -
Spaces, or for setting the preferred credential of the user.

 The available credentials will now reflect access permitted by virtue of the user’s membership in one or more
User Groups.
 The User Interface will remain unchanged, only the values listed in the screen elements below will change.
Selecting Credentials upon Login Switching Credentials Changing Collaborative Space
19
R2019x
3DDashboard/3DSpace
3DDashboard/3DSpace Control Center
New features for environment administration 3DDashboard/3DNotification
Manage access to Collaborative Spaces visibility, send Notification to invited user Industry Innovation (CSV)
Business Innovation (IFW)
Industry Applicability: All

 Administration Setting in 3DSpace Control Center: to

disable the access to Collaborative Space Visibility
(Protected, Public) by Collaborative Space owners.
In that case, only Administrators can set the Visibility
(Protected, Public) on Collaborative Spaces
 User now receives a 3DNotification when is invited to

a Collaborative Space or when his Access Rights on
a Collaborative Space are edited
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R2018xFD03
R2019x
Industry Innovation (IFW/CSV) Available in App(s)
3DDashboard/Collaborative Space Control

Center
More roles available for Cloud Available in Role(s)

Manage access rights efficiently Industry Applicability: All
 It’s now possible to use the 3DSpace Baseline Behavior applicative roles
« Reader » and « Public Reader » : by enabling them from Collaborative Space
Control Center app, they become accessible from 3DSpace app:
21
R2019x
Enables mass revise cross Credentials Available in Role(s)
More intuitive experience, New Revision is now independent from user Credential Industry Applicability: All
 A user can mass promote several components

with different Organizations and/or Collaborative
Spaces ownerships
 Provided he gets the authoring rights for the
revised objects, the user can be connected with
another Credential
22
R2019x
Change Action
Enables mass revise cross Credentials Available in Role(s)

More intuitive experience, New Revision is now independent from user Credential Industry Applicability: All
 Enables mass revise under Change Action
23
R2018xFD03
R2019x
3DDashboard/Collaborative Spaces
Configuration Center
Configurable change of content ownership Available in Role(s)

Select 3DSpace Baseline Behavior roles for Transfer Ownership Industry Applicability: All
 Adapt Transfer Ownership scenarios, to customer processes

 Separated options for Responsible, Organization and Collaborative Space
 User applying the Transfer Ownership, must have authoring credentials for content
to be transferred
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R2018xFD03
R2019x
Configure perimeter for Leader role Available in Role(s)

Adapt Leader role to customer processes Industry Applicability: All
 Prevent Leader from demoting from Frozen to In-Work

 New rule « Reject On Leader » allows administrators to configure corresponding maturity state
transition.
 Restrict Leader modification in Frozen state
 New option “Allow Leader to modify frozen content” allows administrators to configure Leader
access rule for modification at Frozen maturity state. By default modification are allowed.
25
R2018xFD03
R2019x
Configure perimeter for Owner role Available in Role(s)

Adapt Owner role to customer processes Industry Applicability: All
 Restrict Owner of the C.S. modification in Released state

 New option “Allow Owner to modify released content” allows administrators to configure Owner
access rule for modification at Released maturity state.
 By default modification are allowed, including modifications of the product structures.
26
R2018xFD03
R2019x
Configure Auto Reservation of Product Structures Available in Role(s)

Adapt Auto Reservation to customer processes Industry Applicability: All
 Allow to select which objects are automatically reserved when saved

 Nothing
 Only References
 Only Instances (new)
 References and Instances (new)
27
R2018xFD03
R2019x
Configure new Revision behavior when Reserved Available in Role(s)

Adapt new Revision to customer processes Industry Applicability: All
 Allow user to revise a component when Reserved by somebody else

 Not allowed by default
28
R2018xFD01
R2019x
Disable Minor Revision Available in Role(s)
Simplified IP lifecycle Management

Industry Applicability: All

 Configuration option to enable Minor Revision command in Native Collaborative

Lifecycle toolbar
 Default setting for Minor Revision command is “Disabled”
29
R2018xFD02
R2019x
3DDashboard/Collaborative Lifecycle
3DDashboard/Bookmark Editor
New UX and behavior for extended access options Available in Role(s)

Simplification of the UX and instantiation allowance with “Can Read” option Industry Applicability: All
 Intuitive access rights for Engineering apps

(*) :
 “Can Read”: user can search, open, Bookmark
content
 “Can Edit”: user can edit, reserve content, add
and remove children
 Immersive Access Right command in apps

 Collaborative Lifecycle
 Bookmark Editor
(*) Engineering apps leverage content such as Physical Product, Review, Simulation and Manufacturing
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What’s New Organization Modeling

& Secure Data Accesses

OnPremises and Cloud

What’s new 2019x

• Ease separation of duties (SoD)

Access Control : Restricted Access Roles Available in Role(s)

• Improve collaboration while controlling access to enterprise assets

Administrative Access Role:

Access Control : Restricted Access Roles Available in Role(s)

Author can freeze non owned data Available in Role(s)

Industry Innovation (CSV)

Easy scenario for standalone Change Action Industry Applicability: All

 Author (Contributor) can now be allowed to promote Definition (Evaluation) data,

Author can freeze non owned data Available in Role(s)

Industry Innovation (CSV)

Easy scenario for standalone Change Action Industry Applicability: All

Graph configuration: Consider Promotion Controls under CA Available in Role(s)

Industry Innovation (CSV)

Strict Change Control for Maturity transition Industry Applicability: All

 Ensure mandatory Change Action

 Strict Change control for release

Rules configuration: Allow Revise on selected Maturity states Available in Role(s)

Industry Innovation (CSV)

Managed allowed Maturity states to be revised Industry Applicability: All

 Configuration of release process and versioning

 Share Dashboards with a Group

 Manage General Settings

Restrict document demotion when under change control Available in Role(s)

• Insures document integrity when under change control

What’s new 2019x

SECURITY – Modeling Enterprise

 New “Companies” functionality for Enterprise

modeling, available On-Premise and Cloud

Collaboration & Approvals/Companies

“Companies” menu supported with 3DSpace Baseline Behavior Available in Role(s)

Industry Innovation (CSV)

Detailed definition for Organization Modelling Industry Applicability: All

 Dedicated function for Organizations, Companies, Business Units, Departments

Access Rights based on Organizations Available in Role(s)

Industry Innovation (CSV)

Make management of multi-Organizations Credentials available on Cloud Industry Applicability: All

 On a given platform, in case of Organizations defined through ”Collaboration &

1. Employees with Companies they belong to

SECURITY – Managing Credentials

by using Groups of Users

Support for the use of User Groups in the Credentials panel

Spaces, or for setting the preferred credential of the user.

Selecting Credentials upon Login Switching Credentials Changing Collaborative Space

Industry Applicability: All

 Administration Setting in 3DSpace Control Center: to

 User now receives a 3DNotification when is invited to

3DDashboard/Collaborative Space Control

Industry Innovation (CSV)

Enables mass revise cross Credentials Available in Role(s)

Industry Innovation (CSV)

 A user can mass promote several components

Industry Innovation (CSV)

 Enables mass revise under Change Action

Industry Innovation (CSV)

 Adapt Transfer Ownership scenarios, to customer processes

Industry Innovation (CSV)

 Prevent Leader from demoting from Frozen to In-Work

Industry Innovation (CSV)