Administration Roadmap

After you complete the Collaboration and Approvals installation and configuration, you modify the Unit BOM Management properties file to fit your business requirements.

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

Software ComponentSetup or Configuration OptionFor More Information
Collaboration and Approvals Define the name of the host company by changing the name of the "Company Name" business object. Collaboration and Approvals Administration Guide: Vaults, Companies, and Users
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
Unit BOM ManagementConfigure Unit BOM Management to reflect your business processes.Properties
If necessary, configure triggers for Unit BOM Management to reflect your business processes:
  • Turn off triggers that you do not want.
  • Change parameters passed to trigger programs, as needed.
Collaboration and Approvals Administration Guide: Triggers
If necessary, change the on-screen text for Unit BOM Management, including internationalized text.

Collaboration and Approvals Administration Guide: Changing Onscreen Text

Collaboration and Approvals Administration Guide: About Internationalizing