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R
RobrechtSavaco13-Aquamarine
13-Aquamarine
September 11, 2023
Solved

PTC Admin Center: What is the purpose of Groups?

  • September 11, 2023
  • 2 replies
  • 2728 views

Since the release of Creo+ and the PTC Admin Center I've been playing around and exploring the possibilities of the platform.

One thing I can't seem to get a grasp of is the purpose of the Groups inside the PTC Admin Center.

So far, you can create, edit and delete groups and add/remove people to a group but it seems like there is no functionality linked to these self-created groups outside of the Groups tab.

 

I tried searching the help centers and documentation and I only found a page explaining how to add/edit/delete groups but it doens't explain what you can do with Groups in the Creo+ Portal or the PTC Admin Center:

https://support.ptc.com/help/ptc_saas/admin/en/index.html#page/admin/Create_Groups.html#

Best answer by mfischer

Hi @RobrechtSavaco,

 

The groups within the Creo+ Admin Portal (soon to be renamed to Profiles) can be easily created by your local admin and include a set of users.  These profiles can specify different configurations, default language and floating options.  Users added to a one or many profiles, can choose the desired profile they want to run Creo+ with.  

 

For on-prem, many customers utilize PSF files to control this.  Since Creo+ does not offer PSF anymore, we leverage profiles.

 

Let's take for example 3 departments - Engineering, Manufacturing and Analysis.

 

You can create three profiles...one for each.  Each profile can point to its own configurations (config.sup, config.pro, customization.ui, library files, etc.).  In addition, the admin can add the necessary floating options needed by that group to the profile.

 

From the PTC Control Center, the user will see their given profiles and choose which one to start using with Creo+.  Selecting the given profile, will have Creo leverage the profile configurations and which floating options they would have access too.  In the future, we will leverage the profile to include things like which customizations the user can access or which environment variable need to be applied.

 

The goal is to allow the user to choose the profile to run Creo in the right context for their role, department, office or region.

 

Hope that helps.

 

Mark

2 replies

M
MartinHanak24-Ruby III
24-Ruby III
September 12, 2023

Hi,

did you ask the same question to PTC Support?

R
RobrechtSavaco13-AquamarineAuthor
13-Aquamarine
September 13, 2023

Hi @MartinHanak 

I opened a Support case for this question last week, but didn't get a clear answer until yesterday after I already created this forum thread.

M
mfischer18-OpalAnswer
18-Opal
September 12, 2023

Hi @RobrechtSavaco,

 

The groups within the Creo+ Admin Portal (soon to be renamed to Profiles) can be easily created by your local admin and include a set of users.  These profiles can specify different configurations, default language and floating options.  Users added to a one or many profiles, can choose the desired profile they want to run Creo+ with.  

 

For on-prem, many customers utilize PSF files to control this.  Since Creo+ does not offer PSF anymore, we leverage profiles.

 

Let's take for example 3 departments - Engineering, Manufacturing and Analysis.

 

You can create three profiles...one for each.  Each profile can point to its own configurations (config.sup, config.pro, customization.ui, library files, etc.).  In addition, the admin can add the necessary floating options needed by that group to the profile.

 

From the PTC Control Center, the user will see their given profiles and choose which one to start using with Creo+.  Selecting the given profile, will have Creo leverage the profile configurations and which floating options they would have access too.  In the future, we will leverage the profile to include things like which customizations the user can access or which environment variable need to be applied.

 

The goal is to allow the user to choose the profile to run Creo in the right context for their role, department, office or region.

 

Hope that helps.

 

Mark

R
RobrechtSavaco13-AquamarineAuthor
13-Aquamarine
September 13, 2023

Hi @mfischer 

Thanks for the detailed explanation!

This clears up my confusion about Groups vs Profiles.

 

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