Creating a Baseline 

Purpose

You create a Baseline when you want to fix the processing status of a product at a specific point in time. You can later reproduce this processing status at any time.

If you work with Collaborative Engineering (CEP) you do not need this process. This functions described here are therefore not available in the life cycle phases contained in the standard system in the life cycle profile CEP.

Prerequisites

Prerequisites for Materials and Documents

You have flagged the material master records and document info records that you want to fix in the Baseline, as relevant for Configuration Management.

See: Indicating the relevant objects.

Prerequisites for BOMs

If you work with ECRs/ECOs, the system only gives a new change status to a BOM in the Baseline if you release the relevant ECO before the Baseline date.

Process Flow

  1. You enter the controlled object in the configuration folder.

As required, you cumulate additional objects in the structure of the configuration folder.

See: Cumulating objects in the configuration folder
  1. You create a Baseline.

As a result, the system carries out the following steps:
  1. The system copies the controlled object and if necessary the structure from the configuration folder into the Baseline.
  1. From these objects, the system automatically looks for other objects that are relevant for the configuration. For this reason, the system evaluates the BOMs and object links of the document management system (CA-DMS). The system adds the found objects (BOMs, materials, documents) to the structure.

See: Automatic completion of the structure
  1. The system fixes the material master records and document into records that are contained in the Baseline structure and that are flagged as relevant for Configuration Management. The current processing status of the BOMs is also fixed in the Baseline. For an object to be fixed, certain prerequisites have to be met for each object type.

See: Fixing Objects