Default/PDM Domain Rules

The following table lists the combination of object type, life cycle state, and granted permissions that the Default/PDM domain out-of-the-box rules define for the organization:

Default/Project Domain Rules

The following table lists the combination of object type, life cycle state, and granted permissions that the Default/Project domain out-of-the-box rules define for the organization:

Context Data

For organization contexts created using the General or Enterprise organization templates, document types are inherited from the site.

For organization contexts created using the Customer or Supplier organization templates, document types include those defined in the template as well as the ones inherited from the site. The Customer and Supplier organization templates define the following document types: Analysis, Contract, Design, Drawing, Issues, Memo, Proposal, Report, Requirements, Schedule, Specification, and Statement of Work.

For all organization contexts, document attributes, part attributes, and project types are inherited from the site.

Creating an Organization Context

Only site administrators have the permissions to create organization contexts. Organization contexts are created from the Organizations page (visible only to site administrators), accessed by clicking the View All link under Organizations . Click the new organization icon at the top of the Organizations table.

The New Organization window that opens is similar to the following:

To associate an existing organization participant to the organization context, click Search, next to the Context Name field, and search for existing organization participants. You can also type in a new organization name (one that does not match an existing organization participant); in this case, a new organization participant is created along with the organization context.

Note

Associating a new organization context with an existing organization participant may change the domain association of the organization participant. For more information, see Organization Domain Algorithm on page 97

Note

The internet domain defined on the organization participant is important when creating new subtypes. The internet domain is used to distinguish which organization participant owns the type. During the installation process, the initial organization participant that was created included an internet domain. This organization participant is associated with the site context; any types defined at the site context are available to all organizations. In a multiple organization environment, PTC strongly recommends that the internet domains of new organizations be distinct from the internet domain for the site. Do not use underscores ( _ ) in the internet domain.

By default, the Subscriber option is selected. This means the organization can host products and libraries (for Windchill PDMLink, Arbortext Content Manager, and Pro/INTRALINK), and projects and programs (for Windchill ProjectLink).

Members of a subscribing organization who belong to the appropriate application context creators group can create application contexts (products, libraries, projects, or programs) within the organization.

For Windchill ProjectLink, the Allow all organization members to create projects option shows on the window and is set to Yes by default.

By default, users cannot search for users and organizations outside of their own organization. When creating or editing an organization context, you can turn off the Restricted Directory Search option to provide users with the ability to search for all users and organizations. Regardless of whether Restricted Directory Search is selected, a site administrator can search for all users and organizations from any context.

For Windchill Supplier Management, the Allow sourcing administrators to create organizations option displays, and is set to No by default.

For additional information on creating an organization context, see the help available from the New Organization window.