CDP 4 User Manual » C Managing the CDP » Site Directory » Users Roles and Functions » Manage Participant Roles

Manage Participant Roles
Introduction
Manage Participant Roles in a Site Directory
Create Participant Role
Edit Participant Role
Inspect Participant Role
Delete Participant Role
Export Participant Role
Related Topics

Manage Participant Roles

Plugin: Site Directory Element Browsers Module

Introduction

Participant Roles are used to manage permissions at the CDP™ level, see the description on the [purpose of roles]. This section gives a description of the setup and management of participant roles in the CDP™.

Manage Participant Roles in a Site Directory

To get an overview of the participant roles open the Roles Browser by selecting the Roles icon on the Directory tab. This browser gives an overview of the existing Participant Roles with Name and Short Name.

By expanding a participant role, the assigned Classes with Name and Short Name are listed, together with the Permission that has been set for each class.

For an overview of preconfigured or typical roles in a Concurrent Design environment, see the description of typical roles.

Persons with a role that has the permission Modify on the ClassKind Person Role are able to access the Roles Browser and create, edit or delete Participant Roles.

A description of the available functionalities is given below. Next to these it is possible to use the generic functionality using the Search and Help icons. To make sure the latest data is shown in the browser, it is always possible to refresh it using the Refresh icon.

Create Participant Role

To create a new participant role, select the Create Participant Role icon or in the context menu select Create a Participant Role. On the Basic tab, provide the mandatory fields for Name and Short Name.

Furthermore it is required to specify the permissions on the available Classes.

The available choices for access rights on these classes are the following:

NONE

No actions allowed. All data for the selected class is not visible to the user in the CDP™.
MODIFY

All actions allowed (inspect, create, edit and delete or deprecate).
MODIFY_IF_OWNER

Actions of inspect and create are always allowed. Edit and delete or deprecate is only allowed for data for the selected class that is owned by the partipant.

Allowed editing actions exclude changing ownership.
READ

Read allowed (inspect). All data for the selected class within an engineering model to which the user is assigned as a participant is visible.

On the Permissions tab, all available classes are listed:

Actual Finite State List

representation of an actual finite state in an ActualFiniteStateList¹
Common File Store

representation of a common FileStore for use by all Participants²
Domain File Store

domain specific FileStore for use by single DomainOfExpertise³
Element Definition

definition of an element in a design solution for a system-of-interest⁴
Element Usage

named usage of an ElementDefinition in the context of a next higher level ElementDefinition that contains this ElementUsage⁵
Engineering Model

representation of a parametric concurrent engineering model that specifies the problem to be solved and defines one or more (possible) design solutions⁶
External Identifier Map

representation of a mapping that relates E-TM-10-25 instance UUIDs to identifiers of corresponding items in an external tool / model⁷
File

representation of a computer file⁸
Folder

representation of a named folder in a FileStore that may contain files and other folders⁹
Iteration

representation of an Iteration of an EngineeringModel¹⁰
Model Log Entry

representation of a logbook entry for an EngineeringModel¹¹
Nested Element

representation of an explicit element of a system-of-interest in a fully expanded architectural decomposition tree for one Option¹²
Nested Parameter

representation of a parameter with a value of a NestedElement¹³
Parameter

representation of a parameter that defines a characteristic or property of an ElementDefinition¹⁴
Parameter Group

representation of a group of Parameters within an ElementDefinition¹⁵
Parameter Override

representation of a parameter at ElementUsage level that allows to override the values of a Parameter defined at ElementDefinition level¹⁶
Parameter Subscription

representation of a subscription to a Parameter or ParameterOverride taken by a DomainOfExpertise that is not the owner of the Parameter or ParameterOverride¹⁷
Possible Finite State List

specialization of CategorizableThing that defines a finite ordered collection of one or more named States¹⁸
Publication

representation of a saved state within an Iteration where all computed values of the ParameterValueSets of a selected set of Parameters and ParameterOverrides are published to (i.e. copied to) the published values¹⁹
Requirement

representation of a requirement in a RequirementsSpecification[^]
Requirement Specification

representation of a requirements specification²⁰
Requirements Group

representation of a grouping of Requirements²¹

After providing the required details, click Ok to create the participant role.

As mentioned in the section on the purpose of roles, these permissions can be used to customize the allowed views and actions in the CDP™. Note that for almost all classes, a participant role will need to have at least READ access rights to be able to see all the design data within an engineering model. The access right MODIFY_IF_OWNER allows the participant to inspect, create, edit or delete (or deprecate) the corresponding concepts, e.g. design data such as element definitions or parameters, that are owned by the Domain that the participant is representing. This participant will not be able to create design data on behalf of other domains, or edit these. For examples, see the description of typical role setups.

Note that it is in any case required to assign a Person Role when creating a Person to allow a user to login into the CDP™ and perform any possible actions, see the description of persons. To allow a person to open an engineering model, this person should be added as a participant to the model, and has to be assigned to a Participant Role.

Edit Participant Role

To edit a participant role, select the Edit Participant Role icon or in the context menu select Edit. It is possible to edit all the available fields on the Basic tab, as well as the permissions on the Permissions tab. After making the required changes, click Ok.

Please be aware that editing a participant role will instantly affect all the persons on the [data source][CDP_D_S] that have this participant role assigned in an engineering model. Changing the permissions should therefore be done with great care to avoid that users are unintentionally limited in their available functionality.

The browsers in the CDP™ client of the user that performed the editing action will be updated immediately. Other CDP™ clients will be updated with a [refresh][Refresh].

On the Advanced tab, a Revision Number is given; see the description of Revision Number for details.

Inspect Participant Role

To inspect a participant role, select the Inspect Participant Role icon or in the context menu select Inspect. In the Inspect modal dialog, all the details can be seen on the Basic and Permissions tabs. Additionally the status of the participant role is given by the check box for Deprecated, see the description of Delete below.

The Advanced tab provides information that may be useful mostly to CDP™ database administrators. Given are the UniqueID and the Revision Number.

Delete Participant Role

A participant role should not be deleted from the CDP™.

To delete a participant role, select the Delete Participant Role icon or in the context menu select Delete. Items from the CDP™ are never completely deleted, but they are marked as Deprecated. This Deprecated status is an indication to users that it should not be used anymore.

Export Participant Role

To export a participant role, select the Export Participant Role icon.

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