Updating Shells, Users

You can add new users to multiple shells at once by adding them to a shell template in the User Administration > Users module. When adding new users to a shell, you can assign individual permissions directly to a new user, or add the user to a group to apply group permissions.

The Update Shells 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 users

• Users are identified by their unique User ID.
• Any Active, Inactive or On-hold users can be pushed.
• If the user does not already exist in the shell, the user will be added to the shell with the permission settings and group membership.
• If the user already exists in the shell, the user information is updated (replaced) with the user information as entered in the shell template. This includes permission settings and group membership.
• If a group that the user was added to doesn’t already exist in the shell, the group will be added, and the user will be added to the group. Group permissions are not updated; this is done by updating groups.
• If the group already exists, the user will be added to it. Group properties and permissions will not be affected.

To add or update users using Update Shells

1. Go to the Company Workspace tab and switch to Admin mode.
2. Click Templates > Shells in the left Navigator.
3. Open the shell type template to update.
4. In the shell type template, navigate to the User Administration > Users log.
5. Add a user to the shell type template, or select a user to edit. Define user parameters and assign permissions.
6. Select one or more users in the Users log.
7. Click the Update Shells button and choose one of the following:
   • 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 uDesigner. When you have isolated the shells to update, click the Update button and select either Selected Shell(s) or All Filtered Shells.
   • All Shells: You can use this option to update all shells of that shell type.
   • 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.

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

To delete users

1. Go to the Company Workspace tab and switch to Admin mode.
2. Click Templates > Shells in the left Navigator.
3. Open the shell type template to update.
4. In the shell type template, navigate to the User Administration > Users log.
5. If you are not an administrator or owner of an item in the template:
   1. Select the shell user for deletion.
   2. You can click on the Usage option, which downloads the usage report.
   3. The usage report lists all the references of the selected user in the template. You can check if the deletion would impact any area of the usage report.
   4. Select the Delete option.
   5. A confirmation message is displayed along with Yes and No options.
   6. If you choose Yes, then the item is deleted and all the user references are removed from the template.
   • The system deletes the user even if the selected user is the only user under the Assignee section of any workflow BP. You must manually open the BP and save the user in order to move them to an Inactive status. You can also assign a new user in the workflow.
6. If the selected user is an owner of a document, cost sheet, work sheet, schedule sheet, or User-defined report:
   1. Select a user ID and click on the Delete option.
   2. A confirmation message is displayed along with Yes and No options.
   3. If you choose Yes, then the system closes the message and automatically downloads the usage report without performing a deletion. You can refer to the usage report to understand the impact areas and take the necessary action.
7. If you select multiple users and all of them are owners of a document, cost sheet, work sheet, schedule sheet, or User-defined report:
   1. Select the user IDs and click on the Delete option.
   2. A confirmation message is displayed along with Yes and No options.
   3. If you choose Yes, then the system closes the message and automatically downloads the usage report for all the selected users without performing a deletion. You can refer to the usage report to understand the impact areas and take the necessary action.
8. If you select multiple users and none of them are owners of any content in the template:
   1. Select the users and click on the Delete option.
   2. You can select all the users and click on the Usage option, which downloads the combined usage report for all the selected users.
   3. A confirmation message is displayed along with Yes and No options.
   4. If you choose Yes, then the system deletes all the selected users.
9. If you select multiple users and a few of them are owners of some elements in the template:
   1. Select the users and click on the Usage option.
   2. The system downloads the combined usage report for all the selected users.
   3. Select the Delete option.
   4. A confirmation message is displayed along with Yes and No options.
   5. If you choose Yes, then the system automatically downloads the usage report for the remaining users who are restricted from deletion.
   6. Another confirmation message is displayed along with Yes and No options.
   7. If you choose Yes, then the system deletes the selected users that are not owners.
   • You can refer to the usage report to further understand why some users cannot be deleted.
10. The push functionality and the copy shells work the same as they did previously. If a user is deleted and the record can no longer be selected, then a push cannot be performed. However, if a user is deleted and the shell template is copied to create a new template, then the deleted user would no longer be included. When a user is deleted and the shell is selected for download as part of a Component List in a Configuration Package, the deleted user is no longer part of the package. Any existing shells are not affected by the changes made and the deletions performed.

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Last Published Monday, October 4, 2021