Additional Permissions for Maintenance Managers Performing Imports
Maintenance Managers require additional permissions to be granted before they can perform imports, and must be granted permissions in the spreadsheet itself for any equipment being imported.
Before a Maintenance Manager can perform imports, an Administrator or Controls Engineer needs to take the following actions in ThingWorx Composer:
• The Maintenance Manager performing the import must be granted write (
Write) permission on the context specified for each piece of equipment in order for the equipment to be valid for import. The
context permission must be granted before the current user performs the import.
• If any user group is specified in the Property Read, Property Write, Service Execute, Event Execute, and Event Subscribe columns on the General Information tab of the spreadsheet, the Maintenance Manager performing the import must be granted visibility permission on that user group. Navigate to the > page for the specified user groups, and add the PTC.Factory.MachineVisibility organization, or another organization or organizational unit to which the Maintenance Manager belongs, to the Visibility table. Click Save.
• If any optional visibility settings are specified for equipment in the spreadsheet:
◦ The Maintenance Manager must be granted the Service Execute runtime permission on all organizations specified in the Visibility column of the spreadsheet. This permission can be granted either to the individual user, or to a user group of which the user is a member, such as the Maintenance Manager user group. Navigate to the > page for the organization, and add the appropriate user or user group to the Run Time table. Click Save.
◦ The Maintenance Manager must be granted visibility to all organizations that are specified in the Visibility column in the spreadsheet. Navigate to the > page for the specified organization, and add the PTC.Factory.MachineVisibility organization, or another organization or organizational unit to which the Maintenance Manager belongs, to the Visibility table. Click Save.
On the spreadsheet itself:
• The Maintenance Manager performing the import must be granted read (Read) and write (Write) permissions in the spreadsheet for all equipment that is being created or updated. Otherwise, any equipment for which the Maintenance Manager is not granted permission is invalid for import. These permissions must be granted in the spreadsheet by ensuring that the Maintenance Manager performing the import is included in the Property Read and Property Write columns on the General Information tab for each piece of equipment, either explicitly (for example: User/Jsmith/true) or by being a member of a specified group (for example: Group/Maintenance Manager/true).