Roles in PDMLink

[ptc-171472]

Windchill 9.1 M020



Ok, I'm lost and tech Support is "assisting other callers"



Can someone throw me a bone? Where do I go to setup a new role, or
review an existing role in PDMLink 9.1



I've reviewed the 824 page business admin guide which tells me I can
setup roles.

I've looked over the training manual I received when I took admin
training last March.

I see where it tells me I can setup roles, but for some reason, I can't
seem to figure out HOW



Just too blonde for my own good I guess!!



And assistance would be greatly appreciated. Clues, nudges,
suggestions...



Thanks!!

Black & Decker Hardware & Home Improvement
Michelle McMasters
Engineering Systems Administrator
michelle.mcmasters@bdhhi.com
Demonstrate Unyielding Integrity * Deliver on Commitments * Inspire
Excellence * Win through Teamwork

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[ptc-171472]

That's not it, I must be using the wrong nomenclature



We have Roles or Groups pre-defined, your access is determined by those
groups



For example, if you are a member of the Engr_MFG_QA role, you may
"Revise" a production object to Change Pending

If you are a member of any other Group/Role, you may not



I need to setup a new "Role" or "Group" that has the same access to CAD
data as the Engr_MFG_QA role, but cannot check-out (lock) and cannot
check-in changes.



I was shown the screen once, it has a long list of entries which can be
sorted by State, Role, permission, etc, etc. It is a java window, not
the regular GUI interface.



Black & Decker Hardware & Home Improvement
Michelle McMasters
Engineering Systems Administrator
michelle.mcmasters@bdhhi.com
Demonstrate Unyielding Integrity * Deliver on Commitments * Inspire
Excellence * Win through Teamwork

IMPORTANT NOTICE: This message is intended only for the use of the
individual or entity to which it is addressed. The message may contain
information that is privileged, confidential and exempt from disclosure
under applicable law. If you are not the intended recipient, you are
notified that any dissemination, distribution or copying of this
communication is prohibited. If you have received this communication in
error, please notify the sender immediately. Thank you

[ptc-171472]

Policy Administrator! That's it!!! Thanks!!!



Black & Decker Hardware & Home Improvement
Michelle McMasters
Engineering Systems Administrator

michelle.mcmasters@bdhhi.com
Demonstrate Unyielding Integrity * Deliver on Commitments * Inspire
Excellence * Win through Teamwork

IMPORTANT NOTICE: This message is intended only for the use of the
individual or entity to which it is addressed. The message may contain
information that is privileged, confidential and exempt from disclosure
under applicable law. If you are not the intended recipient, you are
notified that any dissemination, distribution or copying of this
communication is prohibited. If you have received this communication in
error, please notify the sender immediately. Thank you

[rdayalu]

Michelle,



Use enumCustomize command on Windchill Shell.



Browse through codebase/wt directory



For roles: select project and Role.rbInfo file



After adding new roles... save them. (it will auto compile) and exit.



One the Windchill command again issue cd codebase to go to
Windchill\codebase



And type Ant -f MakeJar.xml to compile the jar files.



Restart Windchill server for these roles to take effect. (I normally
clear the tomcat cache when I do this)



Regards,
Rekha.

[HerbertMiller]

Roles and Groups in Windchill are 2 different things.

A Role is defined in a Team of a Product and Users and Groups can be
assigned to these Roles.

Access Control, permissions, or Policies can be written against a Role or a
Group in 9.1.

Roles are mainly utilized in Workflows and Groups are mainly utilized in
policies. I like the ability to write policies according to a Role of a
Product because it reduces the amount of policies.



Herb Miller

TWeatherford, Inc.

3148 Beach Blvd

Cicero, IN 46034

www.tweatherford.com
clicking here

"If you continue to ignore PLM, you will learn about it from your biggest
competitor"