Configuring Using Schema

Many aspects of the app are controlled through the administrative objects installed with 3DEXPERIENCE products. For example, the policy that governs a business object type controls who can work with that kind of business object, what they can do, and during which states. This section describes some common configuration changes that you may want to make. All these changes can be made using MQL.

When making changes to schema, remember these important points:

  • When changing names of administrative objects, change only the administration object name, not the symbolic name. For more information about changing administration object names and on symbolic names, see the Collaboration and Approvals Administration Guide.
  • Because the app internationalizes all onscreen text, including schema names, using a string resource properties file, changing schema names does not change the names displayed onscreen. For instructions on how to change the onscreen names for internationalized schema, including policy states and attributes ranges, see the Collaboration and Approvals Administration Guide.

This page discusses:

Business Object Types

The following table contains business object types and attributes that you will most likely want to change. All other business objects can also be configured to reflect your specific business terminology.

Type Attribute Function Defaults
Part Number Series different types of part number series A Series, B Series, C Series, D Series
Material Category composition of the part Metal, Plastic, Glass, Rubber, Concrete.
Service Make Buy Code whether the services are in-house or contracted Unassigned, Make (in-house services), or Buy (services provided from outside sources).
Unit of Measure how the part is measured LB(pound), IN(inch), GA(gallon), FT(feet), EA(each)
Production Make Buy Code whether the parts are made in-house or bought Select a Production Make Buy Code: Unassigned, Make (items designed and fabricated in house), or Buy (items bought from outside sources).
Lead Time time that it will take to manufacture the part Selection of week numbers
Classification what category the part is in Unassigned, Wiring Harness, Software, Sheet Metal, Printed Circuit Board, Molded, Machined, Hardware, Extrusion, Other.
Design Responsibility company responsible for part design -
Part Family Part Family Last Used Sequence last used sequence must be integer and hidden
Part Family Sequence Pattern sequence pattern 0001,0002,0003,?
Drawing Print Number Series different types of drawing print number series A Series, B Series, C Series, D Series
Designated User the person who will work on the drawing print All users
CAD Model Number Series different types of CAD Model number series A Series, B Series, C Series, D Series
Designated User the person who will work on the CAD Model All users
CAD Drawing Number Series different types of CAD Drawing number series A Series, B Series, C Series, D Series
Designated User the person who will work on the CAD Drawing All users
Part Specification Number Series different types of Part Specification series A Series, B Series, C Series, D Series
Designated User the person who will work on the Part Specification All users
Product Line Change Board group that reviews CRs for the Product Line All defined Change Boards
CR Category of Change the general nature of the CR Unassigned, Vendor Requirement, Product Improvement, New Production Introduction, Marketing Requirement, Facilitate Manufacturing, Drafting Error, Cost Reduction.
Responsible Design Engineer the person who completes the CR All users defined in the Senior Design Engineer role
CR Evaluator the person who decides if the request should become an engineering change order All users defined in the CR Evaluator role
Supporting Documents attachments that explain the CR Sketch, EBOM Markup, Markup.
CO Responsible Design Engineer the person who creates COs All users defined in the Senior Design Engineer role
Responsible Manufacturing Engineer the person who reviews COs and updates attributes All users defined in the Senior Manufacturing Engineer role
Priority to define the importance of the CO Low, Medium, High
Sketch Designated User the person who will work on the sketch All users

CR / CO Policies

The CR(Standard) policy has been replaced by the CR policy. The CO(Standard) policy has been replaced by the CO policy. All new CRs and COs are governed by the new policies and follow those lifecycles. Objects already created with the Standard policies are supported for backwards compatibility so they can be released.

The principal differences between the two is that the Standard policies rely on a connection to a specific product line, whereas the new policies are route-based and rely on a relationship to a specific change organization (Change Responsibility attribute) and use Reviewer lists and Approval lists to determine which people need to review and approve the change request. See in the 3DEXPERIENCE Basics: CR Lifecycle,CR(Standard) Lifecycle, CO Lifecycle, and CO(Standard) Lifecycle.