Editing the Effectivity of an Instance

You can define the validity condition of an instance in terms of configuration enabling you to assign, modify and remove the effectivity of an the instance. You can edit existing non-decoupled effectivity expressions on the cloud and on premise when decoupling is activated. The Edit Effectivity of Instance action is available on an instance with non-decouplable effectivity. If an instance does not have effectivity, then you must use either the Edit Evolution Effectivity or Edit Variant Effectivity actions.

This task shows you how to:

Assign Effectivity

You can assign effectivity to an existing product instance.

Before you begin: Open a product instance to which you want to assign effectivity. To assign effectivity to a child instance, ensure that the parent product is configured and that one of the criteria is selected.
  1. To assign the effectivity you can do one of the following:
    • Select the product instance, then from the Tools section of the action bar, select Edit Effectivity of Instance.
    • Right-click the selected instance, then select Edit Effectivity of Instance.

    You can select multiple instances for assigning effectivity if:

    • A model dictionary is attached to the parent reference of any of the selected instances.
    • At least one criteria type (Variant/Evolution) is enabled on the parent reference of any of the selected instances.
    • The compatibility of the parent model dictionary and criteria (Variant/Evolution) is matched.
    • A change validation is not pending for any of the selected instances.
    • All of the selected instances are in an editable state.

    The immersive Define Effectivity dialog box appears. The effectivity of the first selected instance is populated in the dialog box.
  2. To define the effectivity criteria and its expression, you can do one of the following:
    • Select one of the configuration criteria types from the available list.
    • Select one of the configuration contexts you want to inherit from.

    There are as many tab pages as there are models attached to the parent reference.

    Note: For more information about selecting criteria, see Select Evolution and Variant Criteria section.

  3. If you want to use the same expression as session effectivity for the subsequent operations to be performed in the work area, select the Keep this Effectivity for next operations in Session check box.

    Note: For more information about Session Effectivity, see Defining a Single Configuration for the Whole Session.

  4. To exit the immersive Define Session Effectivity dialog box, click OK:

Select Evolution and Variant/Options

You can use the corresponding criteria types that are enabled on the parent reference.

Before you begin: Open the Define Effectivity dialog box in the work area.
  1. Select the model version from the Model Version area.

    Note: You cannot select model versions that are in Frozen state to be part of effectivity expression. The model versions that are in Review, Release, or Obsolete state are considered to nr Frozen model versions. The frozen model versions are grayed out and cannot be selected. This is applicable only when you are defining new effectivity expression and for Model Version type Evolution criteria.

    Tip: Press Ctrl or Shift to select multiple model versions. If you do this, the values are separated by a comma or displayed as a range if they are consecutive.

    The Criteria column of the Local effectivity area is generated with the selected model versions. The Variant/ Options area shows only the one available for the selected model versions in the model dictionary. A tool tip appears when you move the pointer over the check box.

    Click the already selected check box to remove the selected model version from the Local effectivity expression.

    When you select the root node of the model version, all the derived nodes are automatically selected and computed for defining the effectivity expression. In this scenario, the selected model version has A, B and C revisions. Now Revision A has A.1, A.2 , A.3, A.4 and A.5 and Revision B has B.1 and B.2 as its derived children. The Variant/ Options area displays the common variant and option groups and values of the selected model versions and its derivations. As the entire tree is selected, the expression is defined from 1 to infinity. The infinity icon appears before the nodes where all the existing children and the children to be created are regarded as part of expression. If you click on a branch again, you can exclude the node and all its derived nodes.

    To close the effectivity expression, right-click the highlighted node and select Single value. The single value is considered as the closure point of effectivity expression for the selected node. You can also select a particular node to define the effectivity.

    Note: The Single command is not available on an already selected node.

  2. Select the builds from the Builds area.
    The Criteria column of the Local effectivity area is generated with the selected units. A tool tip appears when you hover over the check box.

    Click the already selected check box to remove the selected builds from the Local effectivity expression.

  3. Optional: Select the manufacturing plans from the Manufacturing Plans area.
    The Criteria column of the Local effectivity area is generated with the selected manufacturing plans. A tool tip appears when you move the pointer over the check box.

    Click the already selected check box to remove the selected manufacturing plans from the Local effectivity expression.

  4. Select the cell either the From... or ...To column name from the Date area.
    The Select a Date dialog box appears.
  5. To select a day from the current month, click the corresponding day-of-the-month button.
  6. Optional: To change the month, select the month from the respective list.

    Or

    Click or to move to the previous month or to the next month.

  7. Optional: To change the year, enter the year in the box or use the spinner.
  8. Click OK to confirm.
    The Criteria column of the Local effectivity area is generated with the selected date range. A tool tip appears when you hover over the check box.
  9. Select the milestones from the Milestone area.

    By default all the available milestones are selected and the expression is defined from that milestone to infinity. The values are separated by a comma or displayed as a range if they are consecutive. The infinity icon appears before the nodes.

    You can also select a range of milestones from the Milestone area. For example, if you want to select a range of milestones, from Milestone 1 to Milestone 3, the expression by default displays from Milestone 1 to infinity. Therefore, to select the range, deselect Milestone 3. Now, the expression is defined from Milestone 1 to Milestone 3.

    The Criteria column of the Local effectivity area is generated with the selected milestone. A tool tip appears when you hover over the check box.

    Click the already selected check box to remove the selected model version from the Local effectivity expression.

    To close the effectivity expression, right-click the highlighted node and select Single value. The single value is considered as the closure point of effectivity expression for the selected node. You can also select a particular node to define the effectivity.
  10. Select the variant and variant value and option group and options from the Variant/Options area.
    The Criteria column of the Local effectivity area is generated with the selected variant or option group. A tool tip is available when you hover over variant and variant value and option group and options.

    Click the already selected check box to reject the variant or option group. The green check is replaced with a red cross. Click the selected check box again to remove the variant or option group. The red cross is unavailable.

    The selection, rejection or removal of the variant or option group from the Local area is also reflected in the Variant/ Options area.
  11. Right-click the selected criteria column, then select Delete Columns.
    The selected column is deleted from the Local area.
    Tip: You can also duplicate the criteria columns. Right-click the selected criteria column, then select Duplicate Columns.
  12. You can perform the following operations in the Variants and Options area:

    Operation Description
    Search on display name

    You can perform a search using the attribute of the selected column (name, description, and many more).

    1. Enter the value searched for and click OK.
    2. The first occurrence that matches the criteria will be highlighted.
    Filter on display name

    Enter the value you want to filter and click OK. Only the variant and options that match the criteria appear.

    Remove Filter Removes the previously applied filter.
    Note: You can now apply filter on multiple columns available under the variant and options table and on multiple models. The filter criteria applied on the columns or on the selected model is available in another model tab. The Variant/Options area retains the applied filter and automatically re-applies the stored filter each time you open either the Define Effectivity or the Filter dialog box.
    Hide Column Hides the selected column.
    Show Column Shows the hidden column.
    Sort Sorts the variant and variant value and option group and options alphabetically using the sort command on the Define Effectivity panel. The sorted list is not saved. To view the sorted list, click the Sort command each time.
    Note: The sorted list is always be displayed in ascending order.

  13. Click in the Inherited Effectivity area, then select one instance.
    The Context dialog box lists the available configuration contexts of the selected instance.
  14. Select one of the contexts you want to inherit the effectivity from, then click OK.

The Inherited Effectivity area is generated with the inherited effectivity associated with the selected context.

Note: You cannot select more than one configuration context.