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Distributing a Vault View

To distribute a vault view using Windows 2003 Server Active Directory:

  1. From Windows Start, click Programs > Administrative Tools > Active Directory Users and Computers.
  2. Create a security group or use an existing group.

    For example, name the group PDMWEUsers.

  3. Right-click the security group and select Properties.
  4. In the Properties dialog box, on the Members tab, add the users to whom to deploy the vault view.
  5. Right-click the top domain container, or any top organizational unit (OU) containing the target users, and select Properties.
  6. In the Properties dialog box, on the Group Policy tab, click New to create a policy object.
  7. Select the new object and click Properties.
  8. In the Properties dialog box, on the Security tab:
    1. Add the group containing the users to the list, then select the group.
    2. Under Permissions, in the Allow column, select Apply Group Policy to assign the policy to the group.
    3. If you do not want to set the policy on other domain groups, ensure that the permission is turned off for the other groups.
    4. Click OK.
  9. In the domain Properties dialog box, select the PDMWEView object, then click Edit to open the policy editor.
  10. In the Group Policy Object Editor, browse to User Configuration > Administrative Templates. Right-click and select Add/Remove Templates.
  11. In the Policy Templates dialog box, add the policy template, located on the Enterprise PDM CD under \Support\Policies\PDMWorks Enterprise.ADM.
  12. When it is loaded, click Close.

    A new Settings option appears under the administrative templates.

  13. Browse to the View Setup folder and double-click Automatic View Setup.
  14. In the Automatic View Setup Properties dialog box:
    1. Select Enabled.
    2. Click Show to list the views to install.
    3. In the Show Contents dialog box, click Add to add the vault view.
    4. In the Add Item dialog box, assign a name for the view to distribute. Recommendation: use the same name as the vault.
    5. Add the Vault ID to the item value field.
    6. Click OK three times.

    If multiple archive servers host the vault, see Distributing a Vault View in a WAN Environment.

  15. To announce the new view when the user logs in, Enterprise PDM must be started. To automate startup, browse to the Login Manager folder and enable the Start Enterprise PDM Login manager at Windows login policy.
  16. Close the Policy Editor.


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