Selecting a Site Principal
When you click Select for the Principal field on the New Site window, the Find Participants window opens. You can specify your search criteria based on groups, users or all types of participants.
To find a group or user, perform the following steps:
• In Types field, select All to include all the users in the search list.
For more information about searching for users, see
Searching for Participants in Administrative Clients.
• To find a group, perform the following steps:
1. In Types field, select Group.
2. Specify the following details in the fields:
◦ Name — Specify the name of a group.
◦ Service — Specify the directory service from the available list.
◦ Description — Enter a description of the site.
3. Click Search.
4. Select the appropriate row in the search results and click OK. The group you selected appears in the Principal field on the New Site window.
• To find a user, perform the following steps:
1. In Types field, select User.
2. Specify the following details in the fields:
◦ Full Name — Specify the user’s first and last name.
◦ Email — Specify the e-mail address of the user.
◦ Service — Specify the directory service from the available list.
◦ User Name — Specify the name of the user.
◦ Organization Name — Specify the organization name of the user.
3. Click Search.
4. Select the appropriate row in the search results and click OK. The user you selected appears in the Principal field on the New Site window.
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• Directory services are defined at the time of installation.
• You may use wildcards (* and %) in your search.
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If you have installed security labels and it is causing a file upload to select a Windchill file server other than your preferred one, or a file upload is failing, you must grant necessary permissions to the Site Principal. For details, refer to Managing Authorized Participants. |
