Administration Roadmap

To implement Engineering BOM and Product Specification Management on-premises, you must first install the 3DEXPERIENCE platform as described in Installation and Administration: 3DEXPERIENCE platform. Collaboration and Approvals is part of 3DSpace, which is installed as part of the 3DEXPERIENCE platform.

The following table lists the supporting components that need to be installed and configured. It includes references to information to help you do so. For Engineering BOM and Product Specification Management, the table provides cross references to topics that describe those configuration steps and options.

Software ComponentSetup or Configuration OptionFor More Information
Collaboration and Approvals Configure checkin and checkout using properties and URL parameters. Collaboration and Approvals Administration Guide: Common Document Model
Determine vaulting strategy and set up company vaults using MQL. MQL Concepts: Building the System Basics
Add companies, assign vaults, and add at least one administrative user per company using Collaboration and Approvals. Collaboration and Approvals Administration Guide: Configuring People and Organizations
Collaborative Services Install third-party apps and products, such as search engines and 2D and 3D viewer software and connectors. Documentation for the third-party software and 3DEXPERIENCE Open apps.
Register viewers, define formats, and set up viewer preference choices. Collaboration and Approvals Administration Guide: Setting Up 2D and 3D Viewers
Engineering BOM and Product Specification Management

Install or upgrade Engineering BOM and Product Specification Management and these required or optional apps in the following order:

  1. Change Management
  2. Engineering BOM Management
Installation and Setup: Install: 3DEXPERIENCE Platform: Installing 3DEXPERIENCE Platform Services: Installing 3DEXPERIENCE Platform Services One-by-One: Web Apps Installation: Installing and Upgrading Web Apps
If upgrading, migrate the necessary data.See Migration > Data Migration in the Program Directory.
Configure Engineering BOM and Product Specification Management to reflect your business processes.Configuring Attributes of Product Data

Configuring the Settings for Generating PDF

Configuring Country of Sale

Configuring Phase of Product Data

Configuring the Date of Product Data Report

Configuring Date Formats

Configuring the Restricted Access

Configuring Attributes of Criteria

Configuring Periodic Reviews and Their Notifications

If necessary, customize Engineering BOM and Product Specification Management to reflect your business processes. Configuring Policy Classifications
If necessary, configure triggers for Engineering BOM and Product Specification Management to reflect your business processes:
  • Turn off triggers that you do not want.
  • Change parameters passed to trigger programs, as needed.
Collaboration and Approvals Administration Guide: Triggers
If necessary, change the on-screen text for Engineering BOM and Product Specification Management, including internationalized text.

Collaboration and Approvals Administration Guide: Changing Onscreen Text

Collaboration and Approvals Administration Guide: Internationalizing Business Process Services Products