Defining a User in your Realm

Every person who uses Windchill RV&S must be defined as a user in your realm’s authentication scheme or as a member of a legitimate group within your realm.

The preferred method for adding users to a group is to have each user automatically register by logging in to the system. No administrative action is required if you use this method.

New users may also be imported from your realm and, optionally, added to a valid group. For example, suppose a new employee in the product management team needs to be added as a Windchill RV&S user. You can import the employee from the realm and add this user to the product management group in Windchill RV&S. For more information on groups, see “Groups”.

When changing a user’s name in the GUI, change the name in the database before the user logs in using the new name so that all items with that assigned user are updated throughout the database.

You can also attach icon images to users. This is particularly useful for quick visual reference of users. Along with attaching an icon image, you can also enter a description of the user—this can be any information that is relevant to the user.

For systems using the LDAP authentication realm, Windchill RV&S also supports full user names. If your system is using the LDAP realm authentication, you can configure the Windchill RV&S Server to display full user names with the corresponding user ID in brackets, for example, James Riley (jriley).

In addition, all Windchill RV&S user lists display full user names. If the attribute for full user names is missing on the LDAP server or if a user’s full name entry is blank, the Windchill RV&S client Client interface displays only the user ID.

For more information on configuring LDAP for full user names, see the Windchill RV&S Installation and Upgrading Guide.

Once you have imported or created your database of Windchill RV&S users, you can choose to deactivate any users that no longer actively use Windchill RV&S. When large numbers of users are involved, deactivating users can help to maintain server performance by reducing the number of searches Windchill RV&S has to perform. Windchill RV&S does not search the realm for users identified as inactive or display those user IDs for selection in pick lists. For more information on how to deactivate a user, see “Deactivating Users”.

If a user is no longer required on your system, you can also delete that user from Windchill RV&S. For more information on deleting a user, see “Deleting Users”.