Configure the behavior for roles

The webroles.xml configuration file available in the webplatform folder leverages the roles and statuses defined in the IXIASOFT CCMS Desktop component to determine how users interact with IXIASOFT CCMS Web.

Currently, this configuration file allows you to determine whether the track changes feature is enabled by default in the Editing page in IXIASOFT CCMS Web depending on the role and optionally the status of the object in the assignment.

To configure the webroles.xml:

  1. Open the TEXTML Administration perspective by clicking the TEXTML Administration shortcut on the tool bar. If the shortcut is not displayed, follow these steps:
    1. Select Window > Open Perspective > Other
    2. Click TEXTML Administration.
    3. Click OK.
  2. In the TEXTML Administration view, double-click the server. If your server is not displayed in the view, you must add it to the view.
  3. When the Connect as dialog opens, type your username and password and click OK.
  4. Double-click the name of your docbase to open a connection to the Content Store.
  5. Expand the Content Store's Repository node and browse to system/webplatform/configuration.
  6. Right-click the webroles.xml and click Check Out.
  7. Double-click the file to open it in the XML editor area
  8. In the roles element, add the following lines to configure the behavior of a role: 
    <role name="[role name]" status="[status]">
	<option name="ForceTrackChanges">[True/False]</option>
	<option name="TrackChangesDefaultValue">[On/Off]</option>
</role>
  9. Replace [role name] with the name of the role as it is configured in the roles.xml file in the system/conf folder.
  10. (Optional) Replace [status] with the name of the status on which you want the behavior to occur. To specify more than one status, separate them using a comma. If the status attribute is not specified, the behavior applies to all statuses for the object.
  11. For the ForceTrackChanges option, replace [True/False] with True if you want the track changes feature on the Editing page in IXIASOFT CCMS Web to be enabled at all times. Replace it with False if you want users to turn on or turn off the track changes feature as desired.
  12. (Optional) For the TrackChangesDefaultValue option, replace [On/Off] with On if you want the track changes feature on the Editing page in IXIASOFT CCMS Web to be enabled by default. Replace it with Off if you want it turned off by default.
  13. Save, close, and check in the webroles.xml file.
For example, if you wanted users with the Reviewer role to always have track changes enabled when the objects they are editing are in either the status Authoring:review or Authoring:contribute and users with the Contributor role to have track changes on by default but be able to turn it off, then you would define the roles as follows: 
<role name="Reviewer" status="Authoring:review,Authoring:contribute">
	<option name="ForceTrackChanges">True</option>
</role>
<role name="Contributor">
	<option name="ForceTrackChanges">False</option>
	<option name="TrackChangesDefaultValue">On</option>
</role>