Administration Roadmap

Users can begin using Engineering BOM Management as soon as it is installed. But, you can configure some features for users to get the most out of Engineering BOM Management and to comply with your business rules.

To implement Engineering BOM 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 Management, the table provides cross references to topics that describe those configuration steps and options.

Software Component Setup or Configuration Option For 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 such as 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: Configuring BPS Functions: Setting Up 2D and 3D Viewers
Engineering BOM Management

Install or upgrade Engineering BOM Management.

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

  1. FLP Web Browser
  2. Change Management (optional)
  3. 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 required data. See Migration > Data Migration in the Program Directory.
Configure Engineering BOM Management to reflect your business processes.

Configuring BOM Properties

Configuring MEP and Placeholder MEP Properties

Configuring Find Number Properties

Configuring Miscellaneous Properties

Configuring Part Where Used Page Properties

Configuring Part Properties

Configuring Reference Designator Properties

Configuring Search

Configuring Specification Properties

Enabling Part Float

If required, customize Engineering BOM Management to reflect your business processes.

Customizing Part Subtypes

If required, change the on-screen text for Engineering BOM Management, including internationalized text.

Collaboration and Approvals Administration Guide: Changing Onscreen Text

Collaboration and Approvals Administration Guide: About Internationalizing