Prepare the Platform

Sequence of Operations

The purpose of this section is to provide an overview of the sequence of operations required to setup a planner and its range on a ByMe platform instance. The owner of the operation is either the 3DVIA team or the Customer/Partner. Use it as a check list to evaluate a deployment plan.

Platform instance creation:

  • 3DVIA: ByMe Platform instance creation, with main and staging, in the chosen region.

Legal entity creation:

  • Customer/Partner: Request Legal Entity name wished and geographical area of users.
  • 3DVIA: Legal Entity creation and generation of API key, secret key. Communication to of API key and secret key to Customer/Partner.
  • 3DVIA: Communication to customer of platform URLs–full list depending on actual service subscribed (Planner, Template Editor, Assembly Editor, Geometry Editor, Information for staging and main).

Legal entity configuration:

  • Customer/Partner: Plug range management tools to this Legal Entity using API Key/Secret key.
  • Customer/Partner: Upload room objects used in room: Doors, Windows, Floor, Covering.
  • Customer/Partner: Upload default rooms.
  • Customer/Partner: Create and configure Application Distribution, Units, LeftRight UI, Languages, Price formatting, Catalog organization, Default Room as needed.
  • Customer/Partner: Create and configure Application Distribution for Assembly Editor (used also in Template Editor) with proper catalogs (same than Master).
  • Customer/Partner: Upload applications translations.
  • Customer/Partner: Upload range (Articles, generic products, SCP, Assemblies, BMA, 3D Models, Applicative Rules, Product Rules) with prices and dates.
  • Customer/Partner: Upload translations for products parameters.
  • Customer/Partner: Create and upload templates with their translations for name.
  • Customer/Partner: Initialize and configure frontend instance on each Application Distribution, define entry point URLs, integrate Authentication Systems, Sales Systems.
  • Customer/Partner: Test solution (Front End, Planner, Integration with Systems, Translations, Prices, Automatic Proposals).
  • Customer/Partner: Integrate to customer website and online buying workflow.
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