Configuration: A Check List
The following table lists the actions you take to configure Windchill Risk and Reliability Administrator in the order in which to complete them. It also references topics that supply additional information.
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If you have already defined users and groups in a Windchill Risk and Reliability 12.0.0.0 installation on a different machine, you can generate user and group reports from the previous installation and then import them into the new installation. For more information, see Importing User and Group Data.
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Action
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Reference
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If groups and users are to be loaded from LDAP servers, set them up.
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You connect to LDAP directory servers and then insert the LDAP groups and users who are to access Windchill Risk and Reliability applications. For more information, see .LDAP How-Tos
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Set global options that apply to all users.
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Global options are set in the Options window in Windchill Risk and Reliability Administrator. For more information, see Global User Options.
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Insert groups and define permissions for these groups.
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Inserting groups consists of defining customized permissions for various sets of users. For more information, see. Group How-Tos
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Insert users and assign them to appropriate groups.
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Inserting users consists of establishing accounts for each person who is to use Windchill Risk and Reliability and assigning each to one or more groups. For more information, see .User How-Tos
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Specify account settings for sending emails to users.
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Specifying email account settings is necessary if you want to email account information or other messages to users. The email account settings that you specify here in Windchill Risk and Reliability Administrator become the default settings for Alert and Workflow files in newly created Projects. For more information, see Specifying Settings for .Sending Emails to Users
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To create Project and System files from PTC Windchill PDMLink or PTC Windchill MPMLink products, specify PTC Windchill connection settings
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Specifying PTC Windchill connection settings consists of supplying the address of the web server where PTC Windchill is installed and providing the account information to use for authentication. For more information, see .Specifying Settings for Connecting to PTC Windchill
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If custom Start pages are to be assigned to user groups, create and assign them.
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Creating custom Start pages consists of inserting pages, setting up controls, and specifying page layouts. You then assign the page to the one or more groups who are to see this page in the Start Page window when the desktop application starts. For more information, see .Setting Up and Assigning Global Start Pages to Groups
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Most Project customization is done in the desktop application. Before attempting to customize a Project, it is strongly recommended that system administrators and designated Project administrators read the “Customizing Your Project” section in the help or guide for the desktop application. You can download the latest copy of the Windchill Risk and Reliability Reference Guide from the Reference Documents area on the PTC website.
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