Context Configuration
Configuration items identify the type of context and other miscellaneous information about the context.
There are three general types of contexts:
• Site – The site context is the top-level context. There can be only one site context.
• Organization – Organization contexts are always children of the site context. There is always at least one organization context required to have an operational Windchill solution.
• Application – Application contexts are always children of an organization context. There are four types of application contexts:
◦ Product
◦ Library
◦ Project
◦ Program
The context configuration can include the following additional items:
• You decide whether an application context is public or private. This option is only available when you are not using a shared team.
The /Default domain in private contexts, by default, inherits access control rules from the /Private domain of the organization.
The /Default domain in public contexts, by default, inherits access control rules from a solution-dependent public domain within the organization context. For projects and programs, the default public domain is the /Default/Project domain. For products and libraries, the public domain is the /Default/PDM domain. This configuration allows an administrator to:
◦ Create policies in the organization context /Default domain that apply to all public child contexts and contexts using a shared team.
◦ Create policies in the /Default/Project and /Default/PDM domains that apply to solution-specific child contexts.
◦ Create policies in the /Private domain that apply to all private child contexts; however, PTC recommends that no additional access control rules be created within this domain as those policies would be inherited by all private contexts. If additional policies are required for a given private context, create the policies using a domain in the child context.
• For application contexts created with shared teams, the default behavior is that the /Default domain in the contexts inherits access control rules from the shared team domain in the organization context where the shared team was created. The shared team domain has the same name as the shared team and is a child of the /Default domain in the organization context. This configuration allows an administrator to:
◦ Create policies in the organization context shared team domain that apply to all child contexts that use that shared team.
◦ Create policies in the Private domain that apply to all private child contexts; however, PTC recommends that no additional access control rules be created within this domain as those policies would be inherited by all private contexts. If additional policies are required for a given private context, create policies using a domain in the child context.
• For project contexts, you decide whether or not data can be shared to other contexts.
• For an organization context in Windchill solutions including projects and programs, you decide whether the project creators group is auto-populated with members of the organization. The project and program creators groups determine who can create projects and programs.
The configuration of the context is set when the context is created based on the options chosen through the user interface or through data loading, and are not set in a template.
Editing the Context Configuration
The configuration of an organization or application context is set when the context is created based on the options chosen through the user interface. Only a few of the options can be updated:
• For an organization context, update the context using the Edit Organization icon or the Edit action on the organization information page. Site administrators can navigate to the Organizations table (accessed by selecting > ) select the Edit action for the organization they want to update.
• For an application context, edit the context using the edit context icon or the Edit action from the context information page. First, navigate to the context in the Navigator, and then selecting the specific product, library, project, or program that you want to edit.
For details on how to edit and what can be edited, view the help available from the context information page.