18 Other User Settings

This chapter explains other user management settings available in Agile PLM.

18.1 User Monitor

The User Monitor window lists the users that are presently logged in to the Agile PLM system. It displays the following information about each logged-in user.

Table 18-1 User Monitor window details

Table column	Description
User Name	The first and last name of the logged in user.
User ID	The login username of the user.
Host	Indicates the user's host.
Login Time	The time the user logged in.

18.1.1 Refreshing the User Monitor Window

The User Monitor window is not dynamic; it shows the user session information at the moment that the window was displayed. To see the most current information, click Refresh to update the information displayed in the window.

18.1.2 Terminating a User Session

You can use the User Monitor window to terminate a user session.

To terminate a user session in Java Client:

1. Under User Settings, double-click User Monitor.

2. Select one or more users whose sessions you want to terminate.

3. Click the Terminate Session button.

The users sessions are not terminated immediately. It may take up to a minute to terminate active user sessions. When you click the Terminate Session button, users can continue working for one minute. When the session is terminated, the login window is displayed in the user's browser.

18.2 Deleting and Undeleting Users

You cannot either "hard delete" or "soft delete" a user that is associated with any other object. A newly created user who is not associated can be deleted from the Users node. You will then find the user object on the Deleted Users node.

This process can be reversed: on the Deleted Users node, select a deleted user and click the Undelete button. The user object is restored to the Users node; you will, however, have to close and re-open the Users node to see this user, this cannot be accomplished with the Refresh button.

If someone leaves the company, or will no longer be using Agile PLM, or you need to prevent a user from logging in to the Agile PLM system, disable the user object by setting the Status property to Inactive. The user remains on the Users node, and the name still appears on existing workflows, escalations, and so forth, but the user will no longer appear in the Address Book for other users to select. You can re-set the user to Active status at any time.

For users you have made Inactive, you can use Global Replace to locate and replace him in all the places in the system that his name is used. See "Global Replace."

18.2.1 Deleting a User Group

You can delete a user group or functional team that is no longer needed. If you delete a user group to which users have been assigned, you can do so without removing the users who were in the user group: when you delete the user group, user assignments to that user group are also deleted.

When you delete a user group, it is removed from the Agile PLM address book. You cannot delete a user group if it is in use in these cases:

• It is on any routable object signoff list in Agile PLM clients.

• It is listed in any workflow "Notify" properties (in the Workflows window).

• It is used as a designated escalation person for any users, user groups, and partners.

Note: When you remove a user from a user group, use the "Global Replace," tool to determine all the places in the system that user is used.

To temporarily delete a user group in Java Client:

1. Under User Settings, double-click User Groups. The User Groups window appears.

2. Select a user group name in the list.

3. Click the Delete button. You are prompted to confirm the deletion.

4. Click Yes. The user group no longer appears on the User Groups window.

To temporarily delete a user group in Web Client:

1. Click Tools and Settings > Address Book > User Groups. The User Groups page appears.

2. Click a user group name in the list. That user group page appears.

3. From the Actions menu, choose Delete. You are prompted to confirm the deletion.

4. Click Yes. The user group no longer appears on the User Groups page.

18.2.1.1 Deleting a Functional Team

To temporarily delete a functional team in Web Client:

1. Click Tools and Settings > Address Book > Functional Teams. The Functional Teams page appears.

2. Click a functional team name in the list. That functional team page appears.

3. From the Actions menu, choose Delete. You are prompted to confirm the deletion.

4. Click Yes. The functional team no longer appears on the Functional Teams page.

18.2.1.2 Hard-Deleting a User Group

When you delete a user group, it is moved to the Deleted User Groups node. Although it does not appear in the address book, it still exists in the database. This is referred to as a "soft-deleted" user group. To permanently remove a user group, you can delete it from the Deleted User Groups node. This is referred to as a "hard-deleted" user group.

Note: A hard-deleted user group is permanently removed from the database and cannot be restored or undeleted.

To hard-delete a deleted user group in Java Client:

1. Under User Settings, double-click Deleted User Groups. The Deleted User Groups window appears.

2. Click to select the user group you want to hard-delete, and click the Delete button.

The user group no longer appears in the Deleted User Groups window.

18.2.1.3 Hard-Deleting a Functional Team

When you delete a functional team, it is moved to the Deleted User Groups node. Although it does not appear in the address book, it still exists in the database. This is referred to as a "soft-deleted" functional team. To permanently remove a functional team, you can delete it from the Deleted User Groups node. This is referred to as a "hard-deleted" functional team.

1. A hard-deleted functional team is permanently removed from the database and cannot be restored or undeleted.

To hard-delete a deleted functional team in Java Client:

1. Under User Settings, double-click Deleted User Groups. The Deleted User Groups window appears.

2. Click to select the functional team you want to hard-delete, and click the Delete button.

The functional team no longer appears in the Deleted User Groups window.

18.2.1.4 Undeleting a User Group

From the Deleted User Groups node, you can view user groups and functional teams that have been deleted from the Agile PLM system. It is useful to know which user groups and functional teams have been deleted because the user group or functional team may have been assigned as an approver, acknowledger or observer for routable objects. This permits you to maintain a complete "audit trail" of a product's entire history.

A user group or functional team may be "undeleted." By undeleting a deleted user group or functional team, you restore it to active use, and it appears in the address book again.

To undelete a user group in Java Client:

1. Under User Settings, double-click Deleted User Groups. The Deleted User Groups window appears.

2. Click to select the user group you want to undelete.

3. Click the Undelete button.

4. The user group's name is added to the User Groups window. You might have to click the Refresh button to see the group listed in the window.

18.2.1.5 Undeleting a Functional Team

To undelete a functional team in Java Client:

1. Under User Settings, double-click Deleted User Groups. The Deleted User Groups window appears.

2. Click to select the functional team you want to undelete.

3. Click the Undelete button.

The functional team's name is added to the User Groups window in Java Client. You might have to click the Refresh button to see the functional team listed in the window.

The functional team's name also appears in the Web Client address book. In Web Client, Tools and Settings > Address Book > Functional Teams.