Update groups

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Update groups

You can add new users to shells individually or by adding them to groups, and then adding the groups to the shells. You can assign the user individual permissions, or add the user to a group and apply group permissions.

The Update process runs in the background. Depending on the number of records and shells you are updating, it can take a considerable amount of time to complete. The process is complete when the End Date column in the Update History window shows the complete date.

Some notes about updating groups

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Groups are identified by their unique Group Name.

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All group properties, including permission settings, will be added or updated in the shells that you selected.

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If the group does not already exist, the group will be created with the permission settings. Group membership (user list) will not be updated in the shell.

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If a group of that name exists, the properties and permissions of that group will be replaced with the new group, but not the list of users.

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Users are not automatically added to the group; they need to be added by updating users (group membership).

To add or edit user groups using Update Shells

Go to the Company Workspace tab and switch to Admin mode.

Click Templates > Shells in the left Navigator.

Open the shell template to update.

In the shell type template, navigate to the User Administration > Groups log.

Select one or more groups from the Groups log.

Click Update Shells and choose one of the following:

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Shells: You can use this option to select one or more shells to update. When the update window opens, it lists all shells in the project. You can use Find to isolate the shells you want to update. The find window contains data elements from the Find form that was designed in Primavera uDesigner. When you have isolated the shells to update, click the Update button and select either Selected Shell(s) or All Filtered Shells.

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All Shells: You can use this option to update all shells of that shell type.

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History:You can view the update history from past updates or cancel a request before the update begins.

An Alert window opens letting you know that you are about to push changes to the selected shells; there is no undo for the update.

Click Yes if you want to proceed with the update, or No to cancel.

Oracle Corporation