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COE 2017: Your first 3DEXPERIENCE customization Slide 1 COE 2017: Your first 3DEXPERIENCE customization Slide 2 COE 2017: Your first 3DEXPERIENCE customization Slide 3 COE 2017: Your first 3DEXPERIENCE customization Slide 4 COE 2017: Your first 3DEXPERIENCE customization Slide 5 COE 2017: Your first 3DEXPERIENCE customization Slide 6 COE 2017: Your first 3DEXPERIENCE customization Slide 7 COE 2017: Your first 3DEXPERIENCE customization Slide 8 COE 2017: Your first 3DEXPERIENCE customization Slide 9 COE 2017: Your first 3DEXPERIENCE customization Slide 10 COE 2017: Your first 3DEXPERIENCE customization Slide 11 COE 2017: Your first 3DEXPERIENCE customization Slide 12 COE 2017: Your first 3DEXPERIENCE customization Slide 13 COE 2017: Your first 3DEXPERIENCE customization Slide 14 COE 2017: Your first 3DEXPERIENCE customization Slide 15 COE 2017: Your first 3DEXPERIENCE customization Slide 16 COE 2017: Your first 3DEXPERIENCE customization Slide 17 COE 2017: Your first 3DEXPERIENCE customization Slide 18 COE 2017: Your first 3DEXPERIENCE customization Slide 19 COE 2017: Your first 3DEXPERIENCE customization Slide 20 COE 2017: Your first 3DEXPERIENCE customization Slide 21 COE 2017: Your first 3DEXPERIENCE customization Slide 22 COE 2017: Your first 3DEXPERIENCE customization Slide 23 COE 2017: Your first 3DEXPERIENCE customization Slide 24 COE 2017: Your first 3DEXPERIENCE customization Slide 25 COE 2017: Your first 3DEXPERIENCE customization Slide 26 COE 2017: Your first 3DEXPERIENCE customization Slide 27 COE 2017: Your first 3DEXPERIENCE customization Slide 28 COE 2017: Your first 3DEXPERIENCE customization Slide 29 COE 2017: Your first 3DEXPERIENCE customization Slide 30 COE 2017: Your first 3DEXPERIENCE customization Slide 31 COE 2017: Your first 3DEXPERIENCE customization Slide 32 COE 2017: Your first 3DEXPERIENCE customization Slide 33 COE 2017: Your first 3DEXPERIENCE customization Slide 34 COE 2017: Your first 3DEXPERIENCE customization Slide 35 COE 2017: Your first 3DEXPERIENCE customization Slide 36 COE 2017: Your first 3DEXPERIENCE customization Slide 37 COE 2017: Your first 3DEXPERIENCE customization Slide 38 COE 2017: Your first 3DEXPERIENCE customization Slide 39 COE 2017: Your first 3DEXPERIENCE customization Slide 40 COE 2017: Your first 3DEXPERIENCE customization Slide 41
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COE 2017: Your first 3DEXPERIENCE customization

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There are multiple ways to customize the 3DEXPERIENCE Platform, and not all are created equally. This session will lead users through some sample customizations and how they can be created, and maintained, in this environment.

Presented by Ron Stenger

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COE 2017: Your first 3DEXPERIENCE customization

  1. 1. Your First Customization on 3DEXPERIENCE Platform Ron Stenger Razorleaf Corporation
  2. 2. Why Who What How When Where Topics Customization
  3. 3. Configuration vs Customization
  4. 4. Configuration vs Customization • Configuration » Definition: relative arrangement of parts or elements » Meaning: use native tools in the system to change it’s behavior or features
  5. 5. Configuration vs Customization • Customization » Definition: to change (something) in order to fit the needs or requirements of a person, business, etc. » Meaning: features, extensions, or modifications of software that require implementation of custom coding
  6. 6. Configuration vs Customization • Ask yourself - Will this change be impacted by an upgrade? » NO: Configuration » YES: Customization
  7. 7. Why Who What How When Where Customization
  8. 8. Why customize? • Business Process Differences • Additional Data Capture • Adaptability and Integration • Automation
  9. 9. Why Who What How When Where Customization
  10. 10. Who’s involved in customizations? • Users • Developers • System Administrators • Sponsors
  11. 11. Why Who What How When Where Customization
  12. 12. What can be configured? • Groups • Roles • Security Contexts • User Accounts • Permissions • Preferences • Configuration Files (enovia.ini, web.xml, etc.)
  13. 13. • Schema What can be customized? Commands Attributes Channels Portals Policies Menus Web Forms Tables
  14. 14. What can be customized? • Schema (cont.) » Programs » Java Program Objects (JPOs) » Relationships » Types » Tool Command Language (TCL) Scripts
  15. 15. What can be customized? • Web Stack » Images » Java Server Pages (JSPs) » Property Files
  16. 16. What cannot be customized?
  17. 17. Why Who What How When Where Customization
  18. 18. How to customize? • Property Files » Use your favorite editor to make additions/changes » Add new entries at the bottom of the file(s) » Use a prefix to distinguish custom keys » Add modified entries at the bottom of the file » Add new/modified entries to each language specific file
  19. 19. How to customize? • Property Files
  20. 20. How to customize? • Schema (MQL)
  21. 21. How to customize? • Schema (Thick Client)
  22. 22. How to customize? • Schema (Thick Client)
  23. 23. How to customize? • Schema (ENOVIA Schema Agent)
  24. 24. How to customize? • Schema (ENOVIA Schema Agent)
  25. 25. How to customize? • Java Program Objects » Use a prefix when creating new JPOs » Do not update or add methods to “base” classes » Copy methods from “base” classes to “non-base” classes, then make your changes » Add new methods to new JPOs and “non-base” classes » Use your favorite editor to make additions/changes » Compile JPOs to implement the changes
  26. 26. How to customize? • Java Program Objects
  27. 27. How to customize? • JSP Files » Configure web.xml to utilize a file prefix (one time set up) » Make changes by cloning an existing file and adding a prefix to the file name - Modified files should be located in ..STAGINGematrix* » Use a file name prefix when creating new JSP files - New files are placed in ..STAGINGematrix* » Run CAS and NoCAS redeployment scripts - BuildDeploy3DSpace_CAS, BuildDeploy3DSpace_NoCAS » Remove cached files (../work/Catalina/../org/apache/jsp)
  28. 28. How to customize? • Configure JSP File Prefix (web.xml) Prefix Filter Name Folders
  29. 29. How to customize? • JSP Files
  30. 30. How to customize? • External Program/System Integration
  31. 31. How to deploy customizations? • Schema » Reload Cache or restart TomEE Services • Web Stack » Run CAS and NoCAS redeployment scripts - BuildDeploy3DSpace_CAS, BuildDeploy3DSpace_NoCAS » Remove cached files » Restart CAS and NoCAS TomEE Services - TomEE, TomEENoCAS (actual names may vary)
  32. 32. Why Who What How When Where Customization
  33. 33. When are customizations deployed?
  34. 34. Why Who What How When Where Customization
  35. 35. Where are customizations deployed? • 3DEXPERIENCE Environments » Development* – Prototyping, development » Test – Internal functional and release testing » Staging – End user validation and release testing » Production* – End user usage » OOTB – Comparison, no customizations deployed *Minimum 3DEXPERIENCE environments necessary
  36. 36. Helpful Tips
  37. 37. Helpful Tips • Always keep future upgrades in mind when customizing 3DEXPERIENCE • Learn the 3DEXPERIENCE data model • Use prefixes for all customizations for easy identification
  38. 38. Helpful Tips • Use ENOVIA Schema Agent (Spinner) for schema changes • Maintain message / field label text in property files • Clone existing items (JSPs, JPOs, TCL scripts, etc.) to reduce learning curve
  39. 39. Helpful Tips • Establish formal processes (development, test, release, source code control) • Create separate 3DEXPERIENCE environments for development, testing and training • Avoid having external programs directly access the 3DEXPERIENCE database • Ask for help when needed
  40. 40. Questions
  41. 41. ron.stenger@razorleaf.com www.razorleaf.com
  • MichaelLiu13

    Feb. 9, 2021
  • NicolasParadis

    Nov. 19, 2019
  • multicad

    Nov. 17, 2017
  • lefino

    Nov. 2, 2017
  • NERELLASURYAPRAKASH

    Jul. 17, 2017

There are multiple ways to customize the 3DEXPERIENCE Platform, and not all are created equally. This session will lead users through some sample customizations and how they can be created, and maintained, in this environment. Presented by Ron Stenger

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