Plan the engineering BOM management deployment and administration

Learn how to plan the deployment and administration of engineering BOM management. Discover the essential applications needed, such as Smart Discovery Indexing and Product Configurator, along with optional ones like Change Manager.

Managing the part and design data of a product within a single structure results in a complex BOM, which is difficult to maintain, resulting in rework, delays, and losses. It is more efficient to enable independent evolution of part and design lifecycles. Teamcenter Engineering BOM address this challenge by maintaining the parts and designs as separate structures. Aligning the two structures allows you to perform BOM-driven digital mockups. The engineering BOM management further helps you align the part structure with the design, and then visualize the product structure in real-time. In Teamcenter, you can manage your engineering BOM either as an Assembly BOM or as a Usage BOM.

If you want the parts not to have their independent lifecycle, instead the parts must be used based on their occurrence properties, you must use Assembly BOM. In Assembly BOM mode of engineering BOM management, the assembly parent owns the lifecycle of the child occurrences.

If you want the parts to have their independent lifecycle and change control, referred to as part usages, you must use Usage BOM. In Usage BOM mode of engineering BOM management, a part usage can be revised and released independent of its parent assembly. A part usage has its own independent lifecycle.

As an administrator, you must set up Teamcenter for engineering BOM management.

Before you begin

Ensure that your Teamcenter setup has the following applications:

The application	Is used
Business Modeler IDE (BMIDE)	To configure Teamcenter for engineering BOM management.
Dispatcher	To run various user tasks in the background.
Change Manager	To perform engineering BOM management tasks in the context of a change.
Visualization Extension application	To visualize products and to perform BOM-driven digital mockups.

Apart from these Teamcenter applications, you may need a CAD application, such as NX or CATIA, to manage the designs and might need to integrate the application with Teamcenter.

Choose additional Teamcenter applications for interoperability

Based on your business requirements, you can install the following applications in your Teamcenter setup:

The application	Is used
Classification	To classify parts so that users can reuse similar, existing parts by performing a classification-based search.
Integrated Material Management (IMM)	To maintain the approved material and substance information of parts. See the IMM documentation available at Support Center > Teamcenter > Downloads > Additional Downloads > Integrated Material Management Solution.
Vendor Management	To maintain the vendor information, such as vendor name, contact number, and location, for vendor parts.
Requirements Manager	To capture the customer needs related to products and part enhancements as requirements.
Embedded Software Management	To include software artifacts as engineering parts in a product or a part structure.
Electronic Design Automation (Siemens EDA, non-Siemens EDA)	To include ECAD parts in a product or a part structure.

Set up engineering BOM management

There are several Teamcenter products that provide different functionalities to aid engineering BOM management. After setting up Teamcenter for engineering BOM management, deploy and administer these products so that the business users can perform tasks related to engineering BOM management in Teamcenter.

Where do I go from here?

Business User

• For managing engineering BOM data, see Engineering BOM Management ─ Usage.
• For organizing BOM content within partitions, see Structure Partitions ─ Usage.
• For aligning design BOM and engineering BOM, see Design and BOM Alignment ─ Usage.

Administrator

New user

• Familiarize yourself with the engineering BOM management terms.

Set up Teamcenter for engineering BOM management

• Install Teamcenter applications required for engineering BOM management.
• Qualify the existing Teamcenter business objects as engineering BOM data.
• Set up the structure management mode for parts.
• Extend the default Teamcenter data model for managing the engineering BOM data.
• Perform the required administration tasks.

Index structures

• Index structures by using Smart Discovery Indexing for faster search and for additional filtering and configuration capabilities.

Set up Partitions for structures

• Deploy and administer Partitions for Structures so that users can view a structure from different aspects without creating separate structures.

Set up design BOM and engineering BOM alignment

• Deploy and administer design BOM and engineering BOM alignment so that users can perform BOM-driven mockups in a design-part separated environment.

Deploy and administer Product Configurator

• Set up Product Configurator so that users can manage variability data outside of structures.

Control Teamcenter's behavior and appearance for structures

• Use preferences to control the various aspects of Teamcenter to suit the requirements at your site.
• For information about retrieving a list of preferences, see Where can I get a list of preferences?