Creating Users
You can use the create users feature to add a new user, with detailed information, or add a non-realm user. You must select a user name to create a user. Other information is not required, but may be added at a later time, if necessary. You can only create one user at a time.
To create a new Windchill RV&S user in the GUI
1. From the Users view, select > . The Create User dialog box displays.
2. In the Name field, type a user name.
This must be the same as the system login name the user logs into the realm with. The Name field allows up to 49 alphanumeric characters. User names can only contain ISO Latin 1-1 characters.
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• You should not use commas, colons, or special characters in user or group names. If you use commas in the user name, you cannot select the user in a multi-valued user field. If you use colons in the user name, the user cannot edit shared workflow and document objects (charts, queries, reports, and dashboards).
• Me and System are symbolic names reserved for Windchill RV&S. Do not create these user names.
• Windchill RV&S supports user names and login IDs containing the @ character. To use the @ character, you must be running the latest version of Windchill RV&S server, Windchill RV&S client , and all Windchill RV&S proxies.
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3. In the Full Name field, type the user’s full name.
4. In the Email Address field, type the user’s e-mail address.
5. Using the
Active option, specify whether a user is considered active or inactive in
Windchill RV&S. By default, the user is created active. To deactivate the user, clear the
Active check box. For more information on deactivating users, see
“Deactivating Users”.
6. Under the Description tab, type a more detailed textual description of the user, such as contact information, product specialization, and so on.
7. Under the Image tab, associate an image with a user. You can use one icon image for developers, another image for quality assurance, and so on. To associate an image with the user, you have three options:
◦ To use your own icon image, select Use Custom Image, and click Select to browse for the image file.
◦ To use the predefined icon image, select Default Image.
◦ To associate no icon image with the user, select No Image.
If you choose to use your own custom icon image, the image must be in GIF or JPEG format and no larger than 16 (height) by 24 (width) pixels.
8. Under the Notification Rule tab, you can create or edit e-mail notifications for a user. These notifications settings are intended for administrators to control which users receive notifications about items. It provides a centralized location for controlling notifications.
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If you are creating or editing e-mail notification for specific users, you must deny the ModifyMyNotification permission for those specified users. This ensures that those users cannot modify their own notifications while you are making modifications.
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Do one of the following:
◦ Define the conditions that, when satisfied, cause the user to be notified. For more informationon defining rules, see the Administrator documentation.
When you have defined the conditions, proceed directly to step 11.
◦ Copy another user’s notification conditions. Do one of the following:
▪ Click Add to copy notification conditions. The copied conditions are appended to any existing rules.
▪ Click Replace to copy notification conditions to replace any existing rules.
The Rule Selection dialog box displays.
9. In the Objects with Rules list, select the user you want to copy conditions from. If the user has conditions, that user displays in the Preview area.
10. Click OK. The condition displays in the Notification Rule panel.
11. Repeat steps 8 to 10 as necessary.
12. To save the new user, click OK.
