Creating a Package

You can create a package that contains all the design content, process documents, or any other specifications of the DMR and send the package to your vendors and suppliers. Whenever you create a package, a notification is sent to the baseline owner and snapshot owner. When a package is downloaded, a notification is sent to the package owner. You can create a package regardless of the part's lifecycle state.

Before you begin: Before you can create a package:
  • To create packages in PDF format, Adlib Server version 5.4.1 or later must be installed.
  • You must log in with the Quality Manager role.
  • You must have a DAR license assigned to you.
  • You must have at least one DMR baseline or snapshot.
  1. Search for and select a part.
  2. In the Device Master Record category, select the Packages & Download tab.
  3. In toolbar, select Create.
    Note: In Firefox, if you want to cancel the Create Package window, follow the procedure as follows. In the about config page in the Firefox, for the key, dom.allow_scripts_to_close_windows, the value must be set to true.
  4. Complete the Create Package form.

    FieldDescription
    Baseline/Snapshot Choose the baseline or snapshot for which package to be created.
    Description Enter a description of the package.
    Package BOM Select the type of BOM for the package:
    • EBOM - Select EBOM content for the package.
    • MBOM - Select MBOM content for the package.
    • Current & Pending MBOM - Select both MBOM Pending and MBOM Current.

      Note: The MBOM and MBOM & MBOM Pending options are visible only if Manufacturing BOM(MBO) is installed with Device Master Record Management.

    Based on the selected baseline configuration, the Package BOM and Plant fields can be auto-populated.

    Plant If the package is to include an MBOM, MBOM content, or process documentation, select the plant. The plant for process documents is its implement organization. The plant may be selected for you depending on the MBOM or pending MBOM is selected or you select a process document.

    Note: MBOM is available only if Manufacturing BOM(MBO) is installed with Device Master Record Management.

    SupplierSelect a supplier from the list.
    Package PDF Select Yes to create the package as a PDF file. Otherwise, select No (the default).
    Package Type Select an option:
    • Structure - The package contains subfolders that reflect the DMR structure. This is the default one.
    • Flat - The package contains all content in one folder.
    Specifications Select Yes (the default) to include specifications in the DMR Package. Otherwise, select No.
    Reference DocumentsSelect Yes to include reference documents in the DMR Package. Otherwise, select No (the default).
    Process Documents Select Yes to include Quality System Documents in the DMR Package. Otherwise, select No(the default).

  5. Click Next.
  6. In the DMR Structure View, select the content to add to the package. Unselected content will not be added.

    Note: You must select at least one file; otherwise, the packages will not be created.

  7. Click Create.

After you create the package, the package owner will be notified via email when it is ready for distribution. If you withheld the root part while creating the package, the package zip file name and report name will consist of a random character string.

Note: In the DMR structure view, if a child is selected without selecting its parent, to keep the structure level information intact, the folder gets created with a random string.