Create the Predefined Configuration
-
Select the Configuration tab.
-
In the Predefined Configurations section, click New
Predefined Configuration .
The New Predefined Criteria dialog box
opens.
-
Edit the predefined configuration's
Title.
-
Optional: Enter the predefined configuration's
Description.
-
From the Model list, select the model for which you want to
apply the predefined configuration filter. This must be one of the models attached to
the root object as a configuration context.
Note:
If only one model is attached to the root as a configuration context, the name of
that model is displayed instead of a Model list.
You have created the predefined configuration.
Select the Evolution Criteria for the Predefined Configuration
You can select the evolution criteria for the predefined configuration. You
can use model versions, manufacturing plans, units (if enabled), and dates (if enabled) as
part of the criteria.
You can successfully combine the following types of
evolution criteria with other types of criteria in a configuration filter:
- You can combine model criteria with change action criteria. You cannot combine any other
type of criteria when Change View is selected from the View
list.
- If the unit is allocated, you cannot use any other type of criteria in the configuration
filter.
-
To specify how you want the filtered structure displayed based on whether changes to
it have been approved through a change action, select one of the following:
Option | Description |
---|
Official View |
Displays the updated structure after the changes are approved through a change
action. The model criteria is taken into consideration. Select if you are
combining change action criteria with model criteria in the configuration
filter. |
Projected View |
Displays the most recent view of the structure before changes are approved
through a change action. The model criteria is taken into consideration. Select if
you are combining change action criteria with model criteria in the configuration
filter. |
Change View |
Displays the updated structure after the changes are approved through a change
action. Any model criteria is not taken into consideration. Select if you are
specifying only change action criteria in the configuration filter. For more
information, see Filtering Configured Structures Using Change Action Criteria. |
-
To specify one or more model versions as evolution effectivity criteria for the
configuration filter, do the following:
-
If it is not already selected, select the Model version
check box.
-
If the model version has more than one revision, to select one or more of the
model version evolutions to filter by, in the Model version
field, click .
The Search Model Versions dialog box opens. By
default, the infinite selection mode is disabled.
-
Use the Infinite Select Mode switch to configure the model
version selection mode:
Position |
Description |
|
Define the predefined configuration filter using only the selected
model version evolutions. You may select more than one. |
|
Define the predefined configuration filter using all the evolutions
from the selected model version to infinity. You select only the earliest
applicable model version evolution and all others to infinity are
automatically selected for you. The
icon appears in front a model version if all its subsequent model versions
are also selected to infinity. |
-
Select the model version or range of model versions to use in the configuration
filter.
-
Click OK.
- Optional:
To specify the manufacturing plan effectivity criteria for the configuration filter,
do the following:
-
If it is not already selected, select the Manufacturing
Plan check box.
-
To select a manufacturing plan to add to the configuration criteria, in the
Manufacturing Plan field, click
.
-
From the 3DSearch results, select the manufacturing plan.
-
Click OK.
- Optional:
To specify the unit effectivity criteria for the configuration filter, do the
following:
-
If it is not already selected, select the Unit check
box.
-
To select one or more units to add to the configuration criteria, in the
Unit field, click .
-
From the list, select the units.
-
Click OK.
Note:
Unit effectivity criteria is available for use in a configuration filter only if
your Administrator has enabled it. It is not available by default. For more information, see
Installation and Setup | Administrate3DEXPERIENCE Platform
|3DSpaceCollaborative Spaces Control Center |Configuring Content for the
3DEXPERIENCE Platform |Configuring Effectivity.
- Optional:
To specify the date effectivity criteria for the configuration filter, do the
following:
-
If it is not already selected, select the Date check
box.
-
Use the calendar widget to select a date or range of dates.
-
Click OK.
Note:
Date effectivity criteria is available for use in a configuration filter only if
your Administrator has enabled it. It is not available by default. For more information, see
Installation and Setup | Administrate3DEXPERIENCE Platform
|3DSpaceCollaborative Spaces Control Center |Configuring Content for the
3DEXPERIENCE Platform |Configuring Effectivity.
You have defined the evolution criteria for the configuration filter. If you want
to add variant/option effectivity criteria to the configuration filter, depending on how
many model versions you selected in step 2, do one of the following: If you want to add change action criteria to your configuration filter, complete the
Filtering Configured Structures Using Change Action Criteria
task. If you are finished with criteria selection for the configuration filter,
complete the Save the Predefined Configuration
task.
Select Variant/Option Criteria from Multiple Model Versions
If you selected multiple model version evolutions, you can select a product
configuration defined for one of those model versions to use as the variant/option criteria
for the predefined configuration.
-
Click
Edit Variants and Options from Product Configuration.
The 3DSearch results window opens. It lists the product configurations that are available under
the selected model versions.
-
Select a product configuration.
-
Click OK.
The variant value and option selections from the product configuration are
displayed in the Variants and Options section of the
Filter specification panel.
You have selected the variant/option criteria for the
predefined configuration filter. If you are finished with criteria selection for the
configuration filter, complete the Save the Predefined Configuration task.
Select Variant/Option Criteria from a Single Model Version
If you selected a single model version evolution, you can use the configurator to
define the predefined configuration using the variants and options associated with that
model version.
-
Click
Edit Variants and Options from Configurator.
Note:
This option is not available in the following circumstances:
- You selected multiple model versions.
- You did not select the Model Version check box.
- You have the Collaborative Industry Innovator license role
but not the Configuration Engineer license role.
The Edit Variants and Options pane opens.
-
To select variants and options in the Edit Variants and Options
pane, do the following.
-
Click a variant or option group box, and then select a variant value or option
from the list.
-
Use the following filters and indicators to define the configuration:
-
Click OK.
- Optional:
To clear the variant and option details, in the
Variant/Options section of the Configuration
Filter dialog box, click Clear Variants and Options.
-
To include configuration options that match the filter criteria partially, select the
Consider all options for Variants and Options not selected
check box.
Note:
If you selected
150% in the Edit Variants and Options dialog box,
this check box is selected automatically. If you did not select
150%, this check box is cleared automatically.
You have selected the variant/option criteria for the
predefined configuration filter. If you are finished with criteria selection for the
configuration filter, complete the Save the Predefined Configuration task.
Save the Predefined Configuration
-
To close the New Predefined Configuration dialog box, click
OK.
-
To save the predefined configuration to the database and close the
Properties dialog box, click OK.
-
To enable use of the new predefined configuration, select .
The predefined configuration is created. It can be used as a
filter to the selected root object's structure. For more information, see Filtering Configured Structures Using a Predefined Configuration.
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