Administration Roadmap

To implement Variant Management, certain software components must be installed, set up, and configured to match your business processes and environment.

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

Software Component Setup or Configuration 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 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: Configuring BPS Functions: Setting Up 2D and 3D Viewers
Variant Management

Install or upgrade Variant Management and these required apps in the following order:

  1. Change Management
  2. Variant 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
Perform the necessary data migrations after upgrading to a new release of Variant Management. See Migration > Data Migration in the Program Directory.
Configure Variant Management to reflect your business processes.

Configuring the Autonamer Revision Used When Creating Parts

Configuring Configuration and Effectivity Services

Configuring Date Effectivity for Variability Features

Configuring Design and Manufacturing Configuration Planning

Configuring Equipment Feature Availability in an Effectivity Matrix or BOM Preview

Configuring Feature Option Selection When Creating Product Configurations

Configuring Feature Usage Indicators

Configuring Maximum Field Value Length When Creating Objects

Configuring Part Replacement for Released Features

Configuring Product Configuration Copying and Moving

Configuring Product Line Management

If necessary, customize Variant Management to reflect your business processes.

Enabling Functionality Controlled by a Variable

Configuring Indexed Search

Configuring the Manufacturing Plan Subtype Derivation User Interface Text

Customizing Product Line Management