Administration Roadmap

This section describes the software components that must be installed and tasks to be performed for a successful installation of Configured BOM Management.

To implement Configured BOM Management on-premises, 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 must be installed and configured. It includes references to information to help you. For Configured 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
Configured BOM Management If upgrading, migrate the necessary data. See Migration > Data Migration in the Program Directory.
If necessary, configure triggers for Configured 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 Configured BOM Management, including internationalized text.

Collaboration and Approvals Administration Guide: Changing Onscreen Text

Collaboration and Approvals Administration Guide: About Internationalizing