CDP 4 User Manual

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 img 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 img and Help img icons. To make sure the latest data is shown in the browser, it is always possible to refresh it using the Refresh img icon.

img

Create Participant Role

To create a new participant role, select the Create Participant Role img 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:

On the Permissions tab, all available classes are listed:

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.

img img

Edit Participant Role

To edit a participant role, select the Edit Participant Role imgicon 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 imgicon 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 imgicon 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 img icon.

Related Topics


  1. Source ECSS-E-TM-10-25-Annex-A, v2.4.1, ToC Reference Manual, section 4.1 

  2. Source ECSS-E-TM-10-25-Annex-A, v2.4.1, ToC Reference Manual, section 4.15 

  3. Source ECSS-E-TM-10-25-Annex-A, v2.4.1, ToC Reference Manual, section 4.28 

  4. Source ECSS-E-TM-10-25-Annex-A, v2.4.1, ToC Reference Manual, section 4.32 

  5. Source ECSS-E-TM-10-25-Annex-A, v2.4.1, ToC Reference Manual, section 4.33 

  6. Source ECSS-E-TM-10-25-Annex-A, v2.4.1, ToC Reference Manual, section 4.35 

  7. Source ECSS-E-TM-10-25-Annex-A, v2.4.1, ToC Reference Manual, section 4.40 

  8. Source ECSS-E-TM-10-25-Annex-A, v2.4.1, ToC Reference Manual, section 4.41 

  9. Source ECSS-E-TM-10-25-Annex-A, v2.4.1, ToC Reference Manual, section 4.45 

  10. Source ECSS-E-TM-10-25-Annex-A, v2.4.1, ToC Reference Manual, section 4.50 

  11. Source ECSS-E-TM-10-25-Annex-A, v2.4.1, ToC Reference Manual, section 4.58 

  12. Source ECSS-E-TM-10-25-Annex-A, v2.4.1, ToC Reference Manual, section 4.64 

  13. Source ECSS-E-TM-10-25-Annex-A, v2.4.1, ToC Reference Manual, section 4.65 

  14. Source ECSS-E-TM-10-25-Annex-A, v2.4.1, ToC Reference Manual, section 4.73 

  15. Source ECSS-E-TM-10-25-Annex-A, v2.4.1, ToC Reference Manual, section 4.75 

  16. Source ECSS-E-TM-10-25-Annex-A, v2.4.1, ToC Reference Manual, section 4.77 

  17. Source ECSS-E-TM-10-25-Annex-A, v2.4.1, ToC Reference Manual, section 4.79 

  18. Source ECSS-E-TM-10-25-Annex-A, v2.4.1, ToC Reference Manual, section 4.95 

  19. Source ECSS-E-TM-10-25-Annex-A, v2.4.1, ToC Reference Manual, section 4.97 

  20. Source ECSS-E-TM-10-25-Annex-A, v2.4.1, ToC Reference Manual, section 4.109 

  21. Source ECSS-E-TM-10-25-Annex-A, v2.4.1, ToC Reference Manual, section 4.108 

Last modified 1 year ago.

^ Top