Restrict visibility of output types by role

You can control the visibility of an output type to specific user roles.

Output types are identified in the Generate Output dialog, where users select from a list in the Output Format drop-down for users with that role. You can remove any output type from available options for each user role.

Important: Make configuration changes in a test environment and confirm they work before copying them to a production environment. For dedicated SaaS deployments, test the changes and then ask IXIASOFT Customer Support to copy the changes to your production environment.

To restrict use of output types by role:

  1. In the TEXTML Administration perspective, connect to your server.
  2. Locate the accessrights.xml file in the repository's /system/conf collection.
  3. Check out and open accessrights.xml with a text editor.
  4. Locate the section that begins with:
    <!-- ********************** OUTPUT TYPES ********************** -->

    Output type entries specifically control the visibility of the output types for specified roles, but they can also serve as templates for additional entries.

  5. Copy the entire entry for the output type element, such as <method name="Dita2Pdf"> , and paste the copy below the original.
  6. Make the appropriate changes for your scenario.

    Suppose you have a PDF output type named PDF-Final. Users with the Information Architect role need to create the final PDF output for snapshots, maps, topics, and images. You want to allow only the Translation Manager to create final PDF output for localized content for those objects. You modify the XML code to reflect those requirements.

      <method name="PDF-Final" type="outputtype">
        <notify enabled="false"/>
        <conditionset operator="any">
          <condition>
            <current>
              <type name="snapshot">
                <statuses>
                  <status>Authoring:*</status>              
                </statuses>
              </type>
              <type name="map">
                <statuses>
                  <status>Authoring:*</status>              
                  <status>Published:*</status>
                </statuses>
              </type>
              <type name="topic">
                <statuses>
                  <status>Authoring:*</status>
                  <status>Published:*</status>
                </statuses>
              </type>
              <type name="image">
                <statuses>
                  <status>Authoring:*</status>
                  <status>Published:*</status>
                </statuses>
              </type>
            </current>
            <users>
              <roles/>
              <groups>
                <group name="System Administrators"/>
              </groups>
              <roles>
                <role name="Information Architect"/>
              </roles>
            </users>
          </condition>
    	  <condition>
            <current>
              <type name="snapshot">
                <statuses>
                  <status>Localization:*</status>
                </statuses>
              </type>
              <type name="map">
                <statuses>
                  <status>Localization:*</status>
                </statuses>
              </type>
              <type name="topic">
                <statuses>
                  <status>Localization:*</status>
                </statuses>
              </type>
              <type name="image">
                <statuses>
                  <status>Localization:*</status>
                </statuses>
              </type>
            </current>
            <users>
              <roles/>
              <groups>
                  <group name="System Administrators"/>
              </groups>
              <roles>
                  <role name="Localization Manager"/>
              </roles>
            </users>
          </condition>
        </conditionset>
      </method>
  7. Create additional methods as necessary to define your output type permissions.
  8. Save, close, and check in the accessrights.xml file.
    The output type you specified is restricted to the user roles you listed.
  9. Inform users of the changes.
    The changes will be applied automatically once users close and then reopen their CCMS Desktop. Users can also apply the changes without restarting their CCMS Desktop by clicking IXIASOFT CCMS > Synchronize Configuration. Additionally, refresh IXIASOFT CCMS Web so that users will see the change reflected there.