Policies

The policy determines the accesses for each role during the lifecycle of an object. These policies govern both the revision and iteration types. All other fields in the definition of these policies can be changed to support your business processes.

X-CAD Design Management does not support branching in its policies. The polices customized or created by the administrator for managing X-CAD Design Management data should not have branching from one state to a state other than the next immediate state in the policy.

By default, the 3DEXPERIENCE Open Connectors use "Design TEAM Definition" policy. For details, see People & Organizations and Content - Administration guide and X-CAD Design Management guide.

For revision and iteration types, access checks are based on the access rules defined in the policy governing revision types. The iteration types are governed by iteration policies, but these policies are dummy as far as access rules are concerned.

Design Policy

Revision

A,B,C,...

Types

CAD Drawing, MCAD Drawing, MCAD Drawing Template, MCAD Versioned Drawing

Hidden

FALSE

States

Preliminary

Review

Approved

Release

Revisionable

TRUE

TRUE

TRUE

TRUE

Versionable

FALSE

FALSE

TRUE

FALSE

Auto Promote

FALSE

FALSE

FALSE

FALSE

Checkout History

TRUE

TRUE

TRUE

TRUE

owner

read, modify, delete, checkout, checkin, lock, unlock, changeowner, promote, schedule, create, revise, changevault, changetype, fromconnect, toconnect, fromdisconnect, todisconnect, execute, modifyform, viewform, show

read, checkout, changeowner, demote, schedule, revise, changevault, execute, viewform, show

read, revise, show

read, revise, show

public

none

none

none

none

Employee

read, checkout, create, toconnect, todisconnect, execute, viewform, show

read, checkout, toconnect, todisconnect, execute, viewform, show

read, checkout, toconnect, todisconnect, execute, viewform, show

read, checkout, toconnect, todisconnect, execute, viewform, show

Company Name

read, checkout, create, revise, toconnect, todisconnect, execute, viewform, show

filter to[Design Responsibility] !='True' || program[emxOrganization -method hasRDOrole -construct ${OBJECTID} role_Employee] == true

read, checkout, revise, toconnect, todisconnect, execute, viewform, show

filter to[Design Responsibility] !='True' || program[emxOrganization -method hasRDOrole -construct ${OBJECTID} role_Employee] == true

read, checkout, revise, toconnect, todisconnect, execute, viewform, show

filter to[Design Responsibility] !='True' || program[emxOrganization -method hasRDOrole -construct ${OBJECTID} role_Employee] == true

read, checkout, revise, toconnect, todisconnect, execute, viewform, show

filter to[Design Responsibility] !='True' || program[emxOrganization -method hasRDOrole -construct ${OBJECTID} role_Employee] == true

System Transition Manager

all

all

all

all

System Conversion Manager

all

all

all

all

Shadow Agent

all

all

all

all

Public Inherited

read, checkout, show

filter to[Task Deliverable].from.current.access[read,show] == true

read, checkout, show

filter to[Task Deliverable].from.current.access[read,show] == true

read, checkout, show

filter to[Task Deliverable].from.current.access[read,show] == true

read, checkout, show

filter to[Task Deliverable].from.current.access[read,show] == true

Design Engineer

revise

filter to[Design Responsibility] !='True' || program[emxOrganization -method hasRDOrole -construct ${OBJECTID} role_DesignEngineer] == true

revise

filter to[Design Responsibility] !='True' || program[emxOrganization -method hasRDOrole -construct ${OBJECTID} role_DesignEngineer] == true

revise

filter to[Design Responsibility] !='True' || program[emxOrganization -method hasRDOrole -construct ${OBJECTID} role_DesignEngineer] == true

revise

Senior Design Engineer

promote

none

none

none

Manufacturing Engineer

none

checkout, promote, demote

filter to[Design Responsibility] !='True' || program[emxOrganization -method hasRDOrole -construct ${OBJECTID} role_ManufacturingEngineer] == true

promote, demote

filter to[Design Responsibility] !='True' || program[emxOrganization -method hasRDOrole -construct ${OBJECTID} role_ManufacturingEngineer] == true

none

Supplier

read, checkout, show

filter to[Part Specification].from.current.access[viewform] ~~ true

read, checkout, show

filter to[Part Specification].from.current.access[viewform] ~~ true

read, checkout, show

filter to[Part Specification].from.current.access[viewform] ~~ true

read, checkout, show

filter to[Part Specification].from.current.access[viewform] ~~ true

Integration User

read, modify, checkout, checkin, lock, unlock, changename, changepolicy, changetype, fromconnect, toconnect, fromdisconnect, todisconnect, show

read, modify, checkout, checkin, lock, unlock, changename, changepolicy, changetype, fromconnect, toconnect, fromdisconnect, todisconnect, show

read, modify, checkout, checkin, lock, unlock, changename, changepolicy, changetype, fromconnect, toconnect, fromdisconnect, todisconnect, show

read, modify, checkout, checkin, lock, unlock, changename, changepolicy, changetype, fromconnect, toconnect, fromdisconnect, todisconnect, show

Access Grantor

read, modify, delete, checkout, checkin, lock, unlock, revise, fromconnect, toconnect, fromdisconnect, todisconnect, grant, revoke, show

read, modify, delete, checkout, checkin, lock, unlock, revise, fromconnect, toconnect, fromdisconnect, todisconnect, grant, revoke, show

read, modify, delete, checkout, checkin, lock, unlock, revise, fromconnect, toconnect, fromdisconnect, todisconnect, grant, revoke, show

read, modify, delete, checkout, checkin, lock, unlock, revise, fromconnect, toconnect, fromdisconnect, todisconnect, grant, revoke, show

ECR Chairman

none

none

none

revise

ECR Evaulator

none

none

none

revise

Derived Output Parameter Policy

Revision

--

Types

Derived Output Parameter

Hidden

FALSE

States

Active

Inactive

Revisionable

TRUE

TRUE

Versionable

TRUE

TRUE

Auto Promote

FALSE

FALSE

Checkout History

TRUE

TRUE

Owner

all

all

public

all

all

DSCMessagePolicy

Revision

Types

DSCMessage, DSCPeriodicMesage

Hidden

FALSE

States

Created

Submitted

Running

Completed

Archived

Revisionable

TRUE

TRUE

TRUE

TRUE

TRUE

Versionable

TRUE

TRUE

TRUE

TRUE

TRUE

Auto Promote

FALSE

FALSE

FALSE

FALSE

FALSE

Checkout History

TRUE

TRUE

TRUE

TRUE

TRUE

Owner

all

all

all

all

all

public

all

all

all

all

all

DSCQueuePolicy

Revision

Types

DSCQueue

Hidden

FALSE

States

Active

Inactive

Revisionable

TRUE

TRUE

Versionable

TRUE

TRUE

Auto Promote

FALSE

FALSE

Checkout History

TRUE

TRUE

Owner

all

all

public

all

all

IEF-EBOMSyncConfig

Revision

-

Types

IEF-EBOMSyncConfig, MCAD-EBOMSyncConfig

Hidden

FALSE

States

Exists

Revisionable

TRUE

Versionable

TRUE

Auto Promote

FALSE

Checkout History

TRUE

Owner

all

public

read,show

MCADInteg-ConfigObjectPolicy

Revision

1,2,3,...

Types

MCADInteg-GlobalConfig, MCADInteg-LocalConfig, MCADInteg-CheckoutViewProgramRegistry, IEF-GlobalRegistry, IEF-MassPromoteConfig

Hidden

FALSE

States

Exists

Revisionable

TRUE

Versionable

TRUE

Auto Promote

FALSE

Checkout History

TRUE

Owner

all

public

read,show

Integration Administrator

all

Integration User

all

Versioned Design Policy

Revision

Types

MCAD Versioned Component,MCAD Versioned Assembly,MCAD Versioned Drawing,IEF Versioned Assembly Family,IEF Versioned Component Family,ECAD Versioned PCB Design,ECAD Versioned FPGA Design,MCAD Versioned Component Instance,MCAD Versioned Assembly Instance,

Hidden

FALSE

States

Exists

Revisionable

TRUE

Versionable

TRUE

Auto Promote

FALSE

Checkout History

FALSE

Owner

all

public

all