Thursday, 10 April 2025

What Is the Best Way to Manage Non-CAD Data in the 3DEXPERIENCE Platform?

 The 3DEXPERIENCE Platform by Dassault Systèmes is widely recognized for its robust capabilities in handling CAD data from tools like SOLIDWORKS, and others. However, many organizations also generate and manage large volumes of non-CAD data, such as documents, spreadsheets, presentations, PDFs, images, and emails. Efficiently managing these files within the platform is crucial for seamless collaboration and streamlined workflows. This highlights the importance of Non-CAD data management in today’s product lifecycle ecosystem.

In this blog, we’ll explore how to store, organize, and manage non-CAD data effectively in the 3DEXPERIENCE Platform.

Why Manage Non-CAD Data in 3DEXPERIENCE?

While CAD data is at the core of product development, non-CAD files also play a vital role in the design, validation, and production processes. These may include:
i) Technical documents – Requirements, specifications, reports
ii) Spreadsheets – Cost analysis, BOMs (Bill of Materials), schedules
iii) Presentations – Design reviews, stakeholder meetings
iv) Project files – Meeting notes, email logs, change requests
v) Multimedia files – Product images, videos, marketing materials

Storing this data in disconnected systems (email, shared drives, personal folders, etc.) leads to:
x Version control issues
x Lack of traceability
x Data silos & poor collaboration
x Security risks

By integrating non-CAD files into the 3DEXPERIENCE Platform, organizations can achieve:
i) Centralized data storage
ii) Access control & security
iii) Version tracking & audit history
iv) Collaboration with stakeholders
v) Searchability & quick retrieval

This integration significantly enhances Non-CAD data handling, boosts data collaboration, and minimizes risks associated with fragmented systems.

Best Practices for Managing Non-CAD Data in 3DEXPERIENCE
1. Utilize 3DDrive for Cloud-Based Storage

3DDrive is a cloud-based storage system within 3DEXPERIENCE, similar to Google Drive or OneDrive. It enables users to:
✔ Upload documents, spreadsheets, PDFs, images, and other non-CAD files
✔ Organize files into folders and set access permissions
✔ Share files with team members or external stakeholders
✔ Access files anytime, anywhere through the web or mobile

Tip: Use 3DDrive Sync to automatically back up and sync files from your local computer. This makes Non-CAD data management and cloud storage effortless and secure.

2. Use 3DSpace for Structured Document Management

3DSpace allows for more structured document management, making it ideal for storing:
✔ Project documents
✔ BOMs (Bill of Materials)
✔ Supplier specifications

With metadata tagging, version control, and access permissions, teams can:
✔ Avoid duplication of files
✔ Maintain a single source of truth
✔ Keep track of who made changes and when

Tip: Link non-CAD files with CAD models for easy reference. This step improves Non-CAD data handling and fosters effective collaboration for Microsoft-based environments.

3. Apply Versioning & Lifecycle Management

One of the biggest challenges in document management is version control. The 3DEXPERIENCE Platform allows you to:
✔ Maintain a history of file versions
✔ Set access rights to prevent unauthorized modifications
✔ Use lifecycle states (e.g., Draft, In Review, Approved) to track document status

Tip: Always update document revisions within the platform instead of creating multiple file copies. This practice supports consistent Non-CAD data management and better data collaboration.

Conclusion

Managing non-CAD data effectively in the 3DEXPERIENCE Platform ensures seamless collaboration, improved productivity, and data security. By leveraging 3DDrive3DSpace, collaborative tools, version control, and advanced search, teams can eliminate data silos and work more efficiently. This blog reinforces the significance of Non-CAD data handlingdocument management, and cloud storage within a single connected ecosystem.



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