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Adding Users in Windchill PDMLink
The following is an overview of how to add Windchill users to ESI groups. This can be achieved using the Participant Administration utility. For more information, refer to the topic Using the Participant Administration Utility
1. Verify that the following Windchill ESI groups and their values have been created in Windchill PDMLink:
Group Name
Group Description
Context
Group Domain
ESI Administrators
Those who can administer ESI. They could be ESI Administrator and Change AdminIII role principal
Site
/User/Unaffiliated
ESI Authors
Those who use ESI. They could be Engineer role principal
Site
/User/Unaffiliated
2. If needed, create new users to add to the Windchill ESI groups. Set appropriate values such as usernames, full names, passwords, and domains.
3. Add the new users you created in the previous step or existing users to the Windchill ESI groups. For more information on participant administration, refer to the topic Using the Participant Administration Utility.
4. If users need to access the ESI transaction from Enterprise Systems Transaction Administration pages, add those users into both the ESI Administrators group and the Administrators group. For more information on roles and groups, refer to the topic About Roles and Groups.
5. If required, create ESI roles in a specific product team.
6. Add users or ESI groups to ESI roles or any other role in the product team.
7. Verify that the ESI groups are part of the change notice team. For more information on team templates, refer to the topic Out-of-the-Box Team Templates.
8. If required, add other users or groups to the change notice team.
The permissions required to manage the following tasks are given below:
• To manage distribution target:
Context
Domain
State
Objects and Permissions
Site
Root
All
Distribution Target (ESITarget): Full Control (ALL)
Organization
<organization-name>
All
Distribution Target ESITarget: Full Control (ALL)
Product or Library
System in the parent organization context
All
Distribution Target ESITarget: Full Control (ALL)
• To associate and remove distribution target:
Context
Domain
State
Objects and Permissions
Site
Root
All
Distribution Target (ESITarget): Read
Organization
<organization-name>
All
Distribution Target (ESITarget): Read
Product or Library
System in the parent organization context
All
Distribution Target (ESITarget): Read
The user must also be a member of one of the groups specified by the preferenceESI > Settings > Enable ability to associate and remove distribution targets.
• To publish objects from Windchill:
Context
Domain
State
Objects and Permissions
Site
Root
All
Distribution Target (ESITarget): Read
Organization
<organization-name>
All
Distribution Target (ESITarget): Read
Product or Library
System in the parent organization context
All
Distribution Target (ESITarget): Read
Site
Default
All
Enterprise Systems Transaction (ESITransaction): Full Control (ALL) Release (ESIRelease): Full Control (ALL)
Organization
System
All
Enterprise Systems Transaction (ESITransaction): Full Control (ALL) Release (ESIRelease): Full Control (ALL)
Users should have read permission for objects that are to be published.
• To administer the ESI transactions, the user must be a site or organization administrator, and have permissions for ESI transaction and ESI release:
Context
Domain
State
Objects and Permissions
Site
Default
All
Enterprise Systems Transaction (ESITransaction): Full Control (ALL) Release (ESIRelease): Full Control (ALL)
Organization
System
All
Enterprise Systems Transaction (ESITransaction): Full Control (ALL) Release (ESIRelease): Full Control (ALL)