Additionally, rules can be used to set the following:

•Available life cycle templates

•Attribute values

•Display characteristics for other attributes

Although these rules can be set for individual product and library contexts, PTC recommends that you set them at either the organization or site level so that an entire organization or site is using the same set of rules. This promotes reuse and reduces unnecessary duplication at lower context levels.

For more information, see the Object Initialization Rules chapter of the PTC Windchill Specialized Administration Guide.

Setting Up Enhanced Life Cycle Templates

The out-of-the-box Product Design template includes object initialization rules that set different default life cycle templates and versioning schemes for parts, documents, and CAD documents than what is set out-of-the-box at the site level. This template demonstrates the use of simplified life cycles and state-based versioning. Unless you have overriding business practices that require unique rules, PTC recommends that to use these features, you modify the site object initialization rules and remove them from the Product Design template.

For Windchill Solutions with Projects and Programs

The following best practices are recommended for Windchill solutions which use projects and programs.

Allowing All Organization Members Read Access to Project or Program Content

To allow all organization members access to project or program content, even if they are not a member of the project or program, you must update the access control policies.

To update an existing organization, navigate to the Policy Administration utility on the Utilities page of the organization. Select the /Default/Project domain, and create a new access control rule granting the This Org group Read access to the WTObject type in all states. By creating this new access control rule, all organization members will have read access by default to all business objects within all project or programs that are created by selecting an Access Group option other than Project Members Only. (This access control rule will not affect access to objects within projects or programs created with the Members Only access group.)

For more information on the Policy Administration utility, see Using the Policy Administration Utility on page 93 .

Alternatively, the site administrator can update the organization template so that all organizations subsequently created include this access control policy by default.

Add the following XML to the organization template:

<AccessControlRule>

<domainName>/Default/Project</domainName>

<externalTypeId>WCTYPE|wt.fc.WTObject</externalTypeId>

<lifecycleState>ALL</lifecycleState> <WTPrincipalReference isInternal="true">

<groupName>This Org</groupName> <groupType>This Org</groupType>

</WTPrincipalReference>

<grantPermissionSet>

<AccessPermissionSet> <permissionField name="Read"/>

</AccessPermissionSet>

</grantPermissionSet>

</AccessControlRule>

7

Understanding Products and

Libraries

This section provides an overview for administering product and libraries and describes the typical duties that an administrator does. It also provides additional information about some of the main administrative tasks for products and libraries.

For more information, see the Product and Library Administration help.

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