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8-Gravel
September 17, 2026
Solved

Migrating an Option Pool Between Environment

  • September 17, 2026
  • 5 replies
  • 55 views

We are currently using PTC Windchill 13.0.2.12 to develop a Configurable Module in one of our test environments. As the solution matures, we expect to validate it in an additional test environment before ultimately deploying it to production.

We have identified the mechanism for exporting and importing an Option Set, which appears to support the transfer of a Configurable Module structure. However, our concern is the long-term maintenance of the module. As new Design Options, Design Choices, and Rules are added, we need to ensure that the underlying Option Pool can also be migrated and maintained across environments.

Without a way to transfer the Option Pool, we would effectively be limited to the state of the Option Set at the time of export. Future enhancements would require manually recreating Design Options, Design Choices, and Rules in each downstream environment, which introduces additional effort, risk, and validation requirements.

Ideally, we would like to avoid manually re-entering the entire Option Pool for each test environment and for production deployment.

We have discussed this issue with PTC support but have not yet been provided with a solution.

Has anyone successfully migrated an Option Pool between Windchill environments, or established a proven process for promoting configurable module data (including Design Options, Design Choices, and Rules) from development to test and production?

Any suggestions, best practices, or lessons learned would be greatly appreciated.

Thank you!

Best answer by Fadel

I have made a small  video , see attached , for BOMs if  you need just the strucure and attribute we have an option for Excel export /import https://www.ptc.com/en/support/article/CS16815 

5 replies

Fadel
23-Emerald II
September 17, 2026
8-Gravel
September 18, 2026

Hi ​@Fadel ,

thank you for your response!

Have you ported an option pool before and if so, would you mind sharing your experience?

Also, any guidance on porting an overloaded BOM?

 

Thank you!

Fadel
Fadel23-Emerald IIAnswer
23-Emerald II
September 24, 2026

I have made a small  video , see attached , for BOMs if  you need just the strucure and attribute we have an option for Excel export /import https://www.ptc.com/en/support/article/CS16815 

Buiꓘa