Basic Administration > Managing User Participation > Participant Administration > Working with Participants > Managing Groups > Editing a Group Using the Participant Administration Utility
  
Editing a Group Using the Participant Administration Utility
By editing a group from the Participant Administration utility, you can modify the details about the group, the members in the group, and the groups of which this group is a member. You cannot edit the context associated with a group.
Groups can be members of teams. If the edits are made to a group in Windchill, the teams' memberships will be refreshed with the updates later via scheduled update processing. If edits are made to a group in LDAP, the teams’ memberships must be updated using the Recompute group action in the right-click actions menu.
To edit one or more groups, use the following procedure:
1. Select Edit from the right-click actions menu corresponding to the row of the group to be edited.
◦ The right-click actions menu for a group from the Participant Administration table.
You may need to add the groups you want to edit to the Participant Administration table.
◦ The Actions menu on the group information page.
2. In the Edit Group window, change the necessary information in the Set Attributes step.
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The Domain field is the only field that can be edited for groups that are owned by a read-only directory server.
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If the "Allow entire user and group directory selection" checkbox is not selected when the organization is created or edited, searching for participants (users, user-defined groups, or organizations) in other organizations is not allowed. For more information, see Searching for Users and Groups.
The following fields may be edited:
Field
Description
Name
Name of the group. The group name must be unique in the current context.
Group name cannot contain the following characters: #, /, >, \, and <.
It is recommended that apostrophes be avoided in the group name.
This is a required field.
Description
Description of the group
Directory Server
Identifies the directory server in which the group directory entry resides. The drop-down list displays all of the established servers. You can put groups in any established directory server.
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Read-only directory servers are not displayed in the list.
You can establish directory services by setting up JNDI adapter entries through the Info*Engine Property Administrator and adding the adapter entries to the wt.federation.org.directoryServices property value. For additional information, see LDAP installation settings.
Domain
Domain to which the group is associated. A domain is an administrative area that defines a set of administrative policies, such as access control, indexing, and notification. Objects associated with a domain are subject to its policies.
Click Find to open the Find Domain window and navigate to the domain that you want to select.
If you do not enter a domain in this field, Windchill determines which domain to set according to the domain algorithm that is in place. For information about domains, seeAbout Domain Administration.
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If you edit the existing value in the Group Name field, you are renaming the group. See Renaming a Group.
3. Group members can be edited in the Add Members step.
◦ To add members, click the add group to table icon . Enter values in the search criteria fields and click Search. Select the desired groups and click Add, then click OK. For more information, see Editing Group Members.
◦ To remove members, select the checkbox in front of the member you want to remove and click the remove selected object icon .
4. Group assignments can be edited in the Assign to Groups step. Navigate between steps by clicking the step name or by clicking Next.
◦ To add group assignments, click the Add group to table icon . Enter values in the search criteria fields and click Search. Select the desired groups and click Add, then click OK. For more information, see New Group — Assign to Groups.
◦ To remove group assignments, select the checkbox in front of the profile you want to remove and click the remove icon .
5. The group’s profile assignments can be edited in the Assign to Profiles step. Navigate between steps by clicking the step name or by clicking Next.
◦ To add profile assignments, click the add profile to list icon . Enter values in the search criteria fields and click Search. Select the desired profiles and click Add, then click OK. For more information, see New Group — Assign to a Profile.
◦ To remove profile assignments, select the checkbox in front of the profile you want to remove and click the remove icon .
6. When you are satisfied with your changes, click Finish.
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