Restrict use of output types by role or object type

If you want certain output types to be unavailable to certain roles in the Generate Output dialog, you can remove these output types from the Output Format drop-down menu for those roles.

Note: You should make these configuration changes in the Test environment and test them before copying them to the Production environment. In a dedicated SaaS deployment, after testing the changes, ask IXIASOFT Customer Support to copy the changes to the Production environment.
  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 ********************** -->.

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

    If an output type does not appear in accessrights.xml at all, it is visible to all users in the Generate Output drop-down.

  5. Copy an entry (for example, the entire <method name="Dita2Pdf"> element) and paste the copy below the original.
  6. Make the appropriate changes for your scenario.

    For example, you might have a PDF output type: PDF-Final. You want to allow Information Architects to create the final PDF output for snapshots, maps, topics, and images, but you want to allow only Translation Managers to create final PDF output for localized content for those objects. The following example defines that scenario:

      <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.

    Keep in mind, output types cannot be restricted by object status. That is, there is no way to enable an output type only for maps at done, for example. However, you can disable an output type for an object type altogether. In the example above, delete these lines

    <type name="snapshot">
    	<statuses>
    		<status>Localization:*</status>
    	</statuses>
    </type>

    to disable the PDF-Final output type for snapshots.

  8. Save, close, and check in the accessrights.xml file.
  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.