Customization > Loading Objects > Windchill Groups
Windchill Groups
Perform the following steps to load Windchill groups:
Loading Groups 
1. Create a load file in CSV format as given:
#Group,user,groupName,description
Group,,groupname,description
* 
Download the sample CSV file for reference: groups.csv
2. Copy the CSV file to the following path: <customizationRootDirectory>/configurations/loadFiles/<customFolder>.
3. Run the following command from a Windchill Shell to convert the CSV file to XML:
windchill wt.load.util.CSV2XML -input XXX.csv
The generated XML should appear as follows:
<?xml version="1.0" ?><!DOCTYPE NmLoader SYSTEM "standard13_0.dtd">
<NmLoader>
<csvGroup handler="wt.load.LoadUser.createGroup" >
<csvuser></csvuser>
<csvgroupName>groupname</csvgroupName>
<csvdescription>description</csvdescription>
<csvDirectoryService></csvDirectoryService>
</csvGroup>
</NmLoader>
* 
Alternatively, you can start with the XML file and edit it directly.
4. Copy the loader to the following path: <customizationRootDirectory>/configurations/loadFiles/<customFolder>.
5. Add an entry of this load file in the configurations/loadFiles/custom/loadFileSet.xml file with the desired container. Ensure that an entry for this XML is added in configurations/deploy.xml if you want to load the Windchill groups that are not already loaded.
Loading Existing Users to Groups 
1. Create a load file in CSV format as given:
#UserGroup,user,groupName,groupNameDirectoryService,userName,userNameDirectoryService,directoryService
UserGroup,,groupname,,testuser,,,
* 
The users and groups specified must exist.
A sample groups.csv file is provided in <WT_HOME>/loadFiles.
Download the sample CSV file for reference: usergroups.csv
2. Copy the CSV file to the following path: <customizationRootDirectory>/configurations/loadFiles/<customFolder>.
3. Run the following command from a Windchill Shell to convert the CSV file to XML:
windchill wt.load.util.CSV2XML -input XXX.csv
The generated XML should appear as follows:
<?xml version="1.0" encoding="UTF-8"?>
<!DOCTYPE NmLoader SYSTEM "standard13_0.dtd">
<NmLoader>
<csvUserGroup handler="wt.load.LoadUser.createUserGroup">
<csvuser></csvuser>
<csvgroupName>Test_Group</csvgroupName>
<csvuserName>test_dc</csvuserName>
</csvUserGroup>
</NmLoader>
* 
Alternatively, you can start with the XML file and edit it directly.
4. Copy the loader to the following path: <customizationRootDirectory>/configurations/loadFiles/<customFolder>.
5. Add an entry of this load file in the configurations/loadFiles/custom/loadFileSet.xml file with the desired container. Ensure that an entry for this XML is added in configurations/deploy.xml if you want to load the existing users that are not already loaded.
The result of the loading can be seen in the Participant Administration utility under Organizations > Utilities.
Loading Groups to Context Team Roles in Windchill PDMLink 
1. Create a load file in CSV format following the addPrincipalToRole method of <Windchill>\loadFiles\csvmapfile.txt.
2. Run the following command from a Windchill Shell to convert the CSV file to XML:
windchill wt.load.util.CSV2XML -input XXX.csv
Sample XML file for Product:
<?xml version="1.0" ?><!DOCTYPE NmLoader SYSTEM "standard13_0.dtd">
<NmLoader>
<csvAddPrincipalToRole handler="wt.inf.team.LoadContainerTeam.addPrincipalToRole" >
<csvcontainerClass>wt.pdmlink.PDMLinkProduct</csvcontainerClass>
<csvcontainerName>RoleDomain</csvcontainerName>
<csvrole>PRODUCT MANAGER</csvrole>
<csvprincipalNameOrDN>cn=ProductManagerGroup1,ou=people,cn=AdministrativeLdap,cn=Windchill_11.0,o=ptc</csvprincipalNameOrDN>
<csvserviceName></csvserviceName>
<csvuseSharedTeam></csvuseSharedTeam>
</csvAddPrincipalToRole>
</NmLoader>
Sample XML file for Library:
?xml version="1.0"?>
<!DOCTYPE NmLoader SYSTEM "standard13_0.dtd">
<NmLoader>
<csvAddPrincipalToRole handler="wt.inf.team.LoadContainerTeam.addPrincipalToRole">
<csvcontainerClass>wt.inf.library.WTLibrary</csvcontainerClass>
<csvcontainerName>GOLF_CART</csvcontainerName>
<csvrole>APPROVER</csvrole>
<csvprincipalNameOrDN>cn=ProductManagerGroup1,ou=people,cn=AdministrativeLdap,cn=Windchill_11.0,o=ptc</csvprincipalNameOrDN>
<csvserviceName></csvserviceName>
</csvAddPrincipalToRole>
</NmLoader>
Sample XML file for Project:
<?xml version="1.0"?>
<!DOCTYPE NmLoader SYSTEM "standard13_0.dtd">
<NmLoader>
<csvAddPrincipalToRole handler="wt.inf.team.LoadContainerTeam.addPrincipalToRole">
<csvcontainerClass>wt.projmgmt.admin.Project2</csvcontainerClass>
<csvcontainerName>GOLF_CART</csvcontainerName>
<csvrole>APPROVER</csvrole>
<csvprincipalNameOrDN>cn=ProductManagerGroup1,ou=people,cn=AdministrativeLdap,cn=Windchill_11.0,o=ptc</csvprincipalNameOrDN>
<csvserviceName></csvserviceName>
</csvAddPrincipalToRole>
</NmLoader>
3. Copy the loader to the following path: <customizationRootDirectory>/configurations/loadFiles/<customFolder>.
4. Add an entry of this load file in the configurations/loadFiles/custom/loadFileSet.xml file with the desired container. Ensure that an entry for this XML is added in configurations/deploy.xml if you want to load the Windchill groups that are not already loaded.
* 
It is recommended that all load files are located in the custom folder. For more information, see CCD Package Structure.
Deploy Customization on Development Environment
For information on the CCD process for deployment, see Deploy Your Customizations on Your Development Environment.
Prepare CCD Package for Promotion
For information on the CCD process for promotion, see Deploying Code and Configuration Package.
Windchill Groups
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