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Note

Always run the OrganizationSync utility from a windchill shell. For details on using the windchill shell, see the PTC Windchill Specialized Administration Guide.

Examples:

//Update the foo and bar users

java wt.inf.container.OrganizationSync --users foo bar

//Update all users in the site-level Unaffiliated domain

//and the "PTC Inc" domain in the "PTC Inc" org container

java wt.inf.container.OrganizationSync --domains [/]/User/Unaffiliated

"[/wt.inf.container.OrgContainer=PTC Inc]/PTC Inc"

//Update all users in the site-level User domain, and in

//all of its child domains

java wt.inf.container.OrganizationSync --domain-hierarchies [/]/User

//Update all members of the "Acme Inc." and

//"Widget Intl." organizations

java wt.inf.container.OrganizationSync --organizations "Acme Inc." "Widget Intl."

In the above examples, the container path is enclosed in brackets to separate it from the domain path. [/] is the Site (root) container.

Best Practices

The following best practices are recommended by PTC.

For All Windchill Solutions

The following best practices are recommended for all Windchill solutions.

Email Addresses

Ensure that users have an email address; many features in Windchill require that users have an email address. If users do not have the email attribute set in their user directory server entry, they cannot participate in the features that require an email address.

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My Tasks

Synchronizing Team Membership with Updated Userdefined Groups

The recommended practice for defining groups is to define them at the organization level whenever possible and then use the user-defined groups in

product, library, program, and project teams. The Organizations Groups page can be used for this purpose.

Over the life of a product, library, project, or program, the members of userdefined groups referenced in teams may change. If group membership is modified from within Windchill, the membership of the teams in which the group is a member is automatically updated and you do not need to do anything additional; however, if the membership of one or more groups is modified using a third-party LDAP tool, you need to put together a plan for how to remove the updated groups from the participant cache and synchronize the teams on a regular basis.

For details on your options, see the Teams help.

Displaying Alias Attribute Information for a Workflow Primary Business Object on the My Tasks Table

Aworkflow process is typically launched in the context of a primary business object (PBO), such as a change notice, change request, change task, or promotion request. Site and organization administrators can choose to display attributes from the primary business object on a work item as columns in the My Tasks table for a user by:

1.Mapping an alias attribute on the Work Item type to the desired attribute on the primary business object. For more information, see the Creating a New Attribute and Alias Attribute Mapping help topics in the PTC Windchill Help Center.

2.Creating or editing a table view on the My Tasks table to include the alias attribute mapped in step 1. For more information, see the Creating and Editing New Table Views help topic in the PTC Windchill Help Center.

3.Share this table view with all users in your site or organization. For more information, see the Administering Table Views for the Site or Administering Table Views for the Organization topic in the PTC Windchill Help Center.

For example, to display the Need Date attribute of a change task on the assigned work item on a user’s table:

1.In the Type and Attribute Management utility, view the Work Item type.

2.Select Edit from the Actions menu to enter edit mode.

3.Click the new attribute icon .

4.On the Define Attributes step, specify the Internal Name for the attribute as “needDate”, and select the Alias type for the attribute.

5.On the Choose Datatype step, select Date and Time.

Understanding Organizations

169

6.On the Set Properties step, specify the following mapping syntax for the

Mapping property: primaryBusinessObject^wt.change2. VersionableChangeItem~needDate

7.Click Save to finish creating the attribute.

8.From the My Tasks table on the Home page, select Customize from the view drop-down list, and create or edit a view.

9.(Optional) On the Set Name step of the New View or Edit View window, ensure that the Share with all users checkbox is selected, if you want to make this table view available to all users.

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