Working with Immersive Site Ownership

You can manage the site ownership of data using the Detach and Revoke commands.

When you launch the Site Information command from a navigation or an authoring editor, then the available operations (Detach, Cancel Detach, Revoke, Cancel Revoke, Waive or Cancel Waive) are displayed in a PLM label. This label is displayed for each PLM entity whenever an entity is selected. Using this label, you can set the entities that you want to revoke or delegate. With Site Information, what is displayed in the tree is the status of the instance, whereas in the turn table, it is the status of the pointing reference.

If you launch the command from the search results window, then the operations are displayed in an immersive panel.

To perform an operation, you should select at least one entity. If one entity is selected in the search results window, then the available operations of this entity are displayed. If you select multiple entities, then all the common operations between all the selected entities are displayed with an Enabled status. All the other operations that are not applicable to the selected entities appear with a Disabled status. You cannot use the Site Information command on the Advanced Search results.

Notes:

The Site Information command is touch compliant in Windows 8.
When the Site Management command is launched from the search, only the selected object is taken as input for the command. When it is launched from another workbench, all visible objects are taken as input for the command. Therefore, there can be different behaviors depending on where you launched the command from.

This task shows you how to:

Manage Site Ownership
Display Object Site Ownership

Before you begin: Open a product structure in the Product Finder or the System Finder work area.

Manage Site Ownership

You can manage the data ownership in Exchange Management.

Required baseline access roles: Author, Leader.

From the Compass, click Exchange Management.

From the action bar, select 3D XML > Display Site Information

Color shading is applied to each product instance in the product structure and to each product reference in the 3D geometry to indicate the site ownership status.

The following table lists the status of the site ownership related information available in the B.I. Essentials with reference to the color and the legend:


Color	Legend	Editable	Available Commands	Information
Blue	DELEGATED	Yes	Waive	This status enables you to edit the entity in the repository. When you Import As Reference a 3D XML file containing data sent with delegation, the Delegated status is available.
Green	LOCAL	Yes	-	This status enables you to edit the entity in the repository. When you create the data in the current repository, the Local status is available.
Pink	EXCHANGED		-	This status enables you to identify the local objects that are either published through a channel or exported to a 3D XML file.
Yellow	DELEGATOR	No	Revoke	This status does not enable you to edit the entity in the repository. However, the repository has the rights to revoke the delegation. When you export some entities with delegation, the Delegator status is available.
Orange	FORWARD	No	Revoke	This status does not enable you to edit the entity in the repository, but the repository has the rights to revoke the delegation. When you export the entity having delegation that has been previously imported (with delegation), the Forward status is available.
Red	DISTANT	No	Detach	This status does not enable you to edit the entity in the repository. When you import a 3D XML file containing entities that have not been sent with a delegation, the Distant status is available.
White	DETACHED	No	-	This status enables you to remove the entity from the repository. When you perform the Detach operation from a label on an entity that was in a Distant state, the Detached status is available temporarily till OK is applied.
Light Green Blue	WAIVED	No	-	You cannot edit a PLM entity with this status in the repository. This is an intermediate status. This status is obtained when the Waive operation PLM label is clicked for the entity with the Delegated status.
Dark Olive	REVOKED	No	-	You cannot edit a PLM entity with this status in the repository. This is an intermediate status. This status is obtained when the Revoke operation PLM label is clicked for the entity with the Forward or Delegator status.

In the tree or in 3D, select one of the product.
The label shows detailed information about the name of the reference and the instance, the site ownership status along with the command icons for both reference and instance. The site ownership status command icons are unavailable if the status is Local.
Select the entity whose site ownership you want to change and click on the Revoke operation in the label.
The site ownership status changes locally. The color of the entity in the tree changes.

Click OK to save all the site ownership changes in the database.

The following changes are observed in the site ownership status:


Entity status	Is it the initial status	Available operation						Status after operation
Entity status	Is it the initial status	Detach	Cancel detach	Revoke	Cancel revoke	Waive	Cancel waive	Status after operation
Delegated	Yes	No	No	No	Disabled	No	No
	Yes	No	No	No	No	Yes	No	Waived
	No	No	No	No	Yes	No	No	Forward
Local	Yes	No	No	No	No	No	No
Local	No	No	No	No	No	No	No
Exchanged	Yes	No	No	No	Disabled	No	No
Exchanged	No	No	No	No	Yes	No	No	Delegator
Delegator	Yes	No	No	Yes	No	No	No	Exchanged
Delegator	No	N/A	N/A	N/A	N/A	N/A	N/A
Forward	Yes	No	No	Yes	No	No	No	Delegated
Forward	No	N/A	N/A	N/A	N/A	N/A	N/A
Distant	Yes	Yes	No	No	No	No	No	Detached
Distant	No	No	No	No	No	No	Yes	Delegated
Detached	Yes	N/A	N/A	N/A	N/A	N/A	N/A
Detached	No	No	Yes	No	No	No	No	Distant

To modify the propagation selection for the Revoke operation, select the Propagate operation to all Children check box.
The Revoke operation is executed on all the aggregated children of the selected product.
If the Revoke operation is performed, the specification tree and the 3D geometry are automatically colored with the modified site ownership status.
You can execute the following actions:
- OK: Launches the Revoke, Waive, and Detach operations on the selected entities. Also closes the command.
- Reset: Resets all the different status on the entities to their respective initials status.
- Cancel: Cancels the current set of operations and closes the command.

Display Object Site Ownership

You can access the ownership information by clicking the North quadrant of the Compass. While working with content, you often exchange content sets across different suppliers and in different locations of the same OEM (Original Equipment Manufacturer). For example, when content is created, it is owned by the local site. If the object created at one site (Site A) is imported to another site, (Site B), using Import 3D XML with the option of Import As Reference, it would be owned by the distant site, (Site A). Therefore, only a user at Site A can modify or delete the object.

Required baseline access roles: Author, Leader.

Highlight the object in a Product Finder app session.
The Compass legend appears displaying the site information by default.

Distant and local objects are displayed as green (owned by a local site user), or red (owned by a distant site user).
Click any object in the tree while you are in the Site Information mode.
A label appears showing the site information about the object (whether it is owned by a local or distant site).