Professional Documents
Culture Documents
2 Business
Administration
Understanding Primary Business
Objects
Primary Business Objects represent a class of objects that typically store
information from the business domain.
Understanding Policies, Processes, and
Participants
Windchill enables administrators to set up policies and configure processes for various
participants.
Domain Policies – Are composed of administrative rules for managing access control and event
notification for an object.
Life cycles – Are composed of sequential states that represent the maturation stages of
objects, such as how a document that is in work differs from a document that is obsolete.
Workflows – Provide the automation of business processes during which tasks and/or
information are passed from one participant to another for action, according to a set of
procedural rules. Workflows are usually used to drive an object from one life cycle state,
such as in work, to another life cycle state, such as released.
Participants – Represent business entities, such as users, groups, and organizations. Domain
policies, workflow tasks, and other data and process management aspects of Windchill
reference designated principals when defining system behavior.
Roles – Are used to identify performers of a certain task (or tasks) within the system. For
example, the reviewing activities may be assigned to a Reviewer role.
Teams – Map participants to roles. For example, a team would specify that John Smith is a
reviewer for a particular context, process, or object.
Role of the Business Administrator
When creating a new attribute, there are several important fields, including:
The Name is an internal name that cannot contain spaces. This name is not
normally viewable in Windchill user interfaces.
The Display Name may contain spaces and special characters. It is used by most
Windchill user interfaces.
The Hierarchy Display Name displays in the Type and Attribute Manager when the
attribute is displayed as part of a hierarchy.
The Logical Identifier should be unique across the site. It is used by application
developers when accessing the attribute programmatically.
The Data Type may be a Boolean, String, Integer, Real Number, Real Number with
Units, Reference to a Windchill Object, or URL. References require the class name
of the object they are referencing. Real numbers with units also require the
quantity of measure, or type of units, and how those units should be displayed in
the measurement system.
The Type and Attribute Manager
In this module, you learn about configuring the behavior of business objects
through the use of object initialization rules.
Object Initialization Rules
Life cycles are composed of states that correspond to the business stages an
object reaches as it matures. Life cycle states are used to help regulate user
interaction with an object. Workflow templates are used to deliver the
activities and manage the events required to promote the object from one
stage of maturity to the next.
Workflow templates are used in advanced life cycles and establish the specific
events and tasks that occur in each life cycle state. Workflow templates
enable you to use business processes that are specific to your company or
industry to manage your data.
Each workflow template is designed to manage a specific object type and is
then applied to the life cycle for that object type.
Managing Domain Access Control Policies
The Full Control (All) permission executes all of the permissions listed, and any additional permissions defined in the future, with the exception of the
Administrative permission.
The Read permission enables users to see an object listed in the system and to view the object.
The Download permission enables users to download primary content and attachment files of an object, such as a document or drawing file.
The Modify permission enables users to change attributes of an object, as well as other characteristics that are part of the object definition.
The Modify Content permission enables users to modify a file, a URL, or an external storage for the primary content and attachments of an object.
The Modify Identity permission enables a user to modify a subset of the attributes that determine the identity of an object.
The Create By Move permission enables a user to move an object into an administrative domain.
The Create permission enables users to create an object.
The Set State permission enables a user to perform a set state operation where a state transition has been defined to enable the transition from the current life
cycle state to the new state.
The Revise permission enables users to revise an object, thus creating a new version of the object.
The New View Version permission enables users to create a version of an object for a specific view.
The Change Domain permission enables a user to move an object out of an administrative domain.
The Change Context permission enables a user to move an object out of a context.
The Change Permissions permission enables users to access and change the permissions of other user accounts. Users, groups or Organizations granted with the
Change Permissions permission can change the permissions of other users to the permissions they themselves have, or to a subset of those permissions.
The Delete permission enables users to delete an object.
The Administrative permission enables users to perform certain administrative tasks such as break a lock or change an object's owner.
Managing organization templates
User templates consist of document, CAD document, and note templates. All
of these templates are made available to a large portion of the user
community and provide users with boilerplate content files or text that can
be utilized in creating their documentation or engineering designs. Document
templates benefit the user community by providing the desired style,
structure, and layout for their documentation. For example, a contract
document template could provide a standard layout, a company logo, and
boilerplate text that should appear in each document of that type.
Similarly, CAD document templates provide initial settings for CAD authoring
files. For administrators, user templates enforce corporate standards and
provide a single point to update and roll out changes to document style,
structure, and layout. Note templates provide standard boilerplate text for
frequently used notes for marking up designs and structures.
Promotion & Change Processes
The Security Audit Reporting tool enables you to author complex queries of
the audit logs based upon time, event, context or context type, object or
object type, and user. This query can be saved as a Saved Search and can be
accessed through the Security Audit Report Queries link. Once a query has
been created, you can generate an HTML preview of the report or generate
the full report as an XML or CSV file.
Preference Management