Setup Tasks

These basic tasks describe how to set up Engineering BOM Management to define your host company and subsidiaries, set up the Set to Production function for parts, and configure policies for object types that can have multiple policies.

Log in as a user with the Organization Manager role and use the Administration pages to:

  • Name the host company. Edit the Company business object "Company Name" and change the name to reflect the host company's name. (After changing the name, make sure you restart the Web server before logging into the apps as an employee of the host company.)
  • Add Business Units and Departments. If you are using business units or departments within companies, they must be added and connected to the appropriate Company business object. See Setup Tasks.
  • Set to Production. To upgrade the stack from 16x GA/16x FD01 to 17x, execute this command in mql:
    modify interface "Set To Production" property version value R419;
  • Configure Policies. Parts, drawing prints, and CAD models can have multiple policies.

    Default policies can be defined to be used when the data is created in non-interactive functions such as import or legacy data loading.

    Policies can be tagged with a new property called "PolicyClassification." This new symbolic name ensures that Part policies are either classified as Development or Production policies.

    Note: All Part policies must have the property PolicyClassification; otherwise, the policies do not work as desired.

    The following MQL command can be used to add the administrative property:

    MQL <1> modify policy "<policy name>" add property 
    "PolicyClassification" value "Production"; 
    

    The Administrative property PolicyClassification has only three values: Production, Development, or Other.

    Example: A new policy name is "Development Part" and it is a development policy:

    MQL <1> modify policy "Development Part" add property 
    "PolicyClassification" value "Development";