Assigning Subscriptions Indirectly

Prerequisites

You have mapped your organizational structure under Organizations in the administration console.
You have assigned sites to the organizational units.
You have assigned subscriptions to the sites in subordinate organizational units.

Context

By assigning subscriptions indirectly, you can distribute data using a defined hierarchy. The basic idea is that the site assigned to an organizational unit receives the data from all the sites in the subordinate organizational units. This means that this site must be assigned to the same subscriptions as its subordinate sites.

The indirect assignment for sites of the same site type is performed by higher level organizational units.

Example

A sales manager is responsible for three sales representatives. He or she should be provided with all the data that the sales representatives can display and process on their laptops.

The sales manager's site is assigned to the organizational unit “Sales Management”. The organizational unit “Sales Representative” is subordinately assigned to this unit. The sites of the three sales representatives are assigned to this organizational unit. Subscriptions have already been created for the sales representatives.

By choosing Indirect Assignment of Subscriptions for the sales manager's site, all subscriptions of the sales representatives are proposed for transfer to the sales manager. If all subscriptions are transferred, the sales manager receives the same data that the sales representatives receive.

Procedure

Select the site for which you want to assign subscriptions of subordinate sites, in the navigation window.
Now choose Indirect Assignment in the context menu.
In the screen Subscriptions to be Checked, determine the number of the subscriptions to be checked.

The organizational structure is now displayed together with the corresponding sites and subscriptions in the area Objects of the screen Indirect Assignment of Subscriptions. The site from which your processing will start is highlighted (blue).

Caution

All the objects displayed in the area Objects are now locked for other users.

In the Action column an action is suggested for all the displayed subscriptions.

You can perform the following actions:

Icon	Action
	This subscription is assigned to a lower-level site within the displayed organizational structure, and therefore should also be assigned to the higher-level site, where it is missing.
	This subscription is not assigned to the lower-level sites within the displayed organizational structure, and should therefore be removed from the higher-level site.
	No action is required for this subscription. The display should illustrate the relationships within the organizational structure. Normally this icon is displayed for subscriptions of the lowest-level organizational unit.

Icon

Action

Assign

This subscription is assigned to a lower-level site within the displayed organizational structure, and therefore should also be assigned to the higher-level site, where it is missing.

Deassign

This subscription is not assigned to the lower-level sites within the displayed organizational structure, and should therefore be removed from the higher-level site.

Display

No action is required for this subscription.

The display should illustrate the relationships within the organizational structure. Normally this icon is displayed for subscriptions of the lowest-level organizational unit.

Another column shows the current Status of the subscription.

The following statuses are possible:

Icon	Status
Empty	The proposed action does not cause any conflicts. The displayed actions are executed when you save the data.
	Indicates that the action suggested for the subscription will result in a conflict in the hierarchy.

Select the subscription with the conflict status. Open the context menu and accept or reject the displayed conflicts. You can also press the following pushbuttons, which are displayed under Status:

Icon	Pushbutton/Status
	The proposed conflict is accepted.
	The proposed conflict is rejected.

The results of an indirect assignment can only be saved when all the conflicts have been accepted or solved, that is, when all conflict icons () have been replaced with the icons Allow or Reject .

Save your entries.

Results

If you call an indirect assignment, an action is suggested for each subscription in the displayed organizational structure. This action is executed when the indirect assignment is saved.

If the execution of an action leads to a conflict (an inconsistency within your organizational structure), this is indicated by the icon . If you want to execute the indirect assignment, that is, save the result, you need to have solved all conflict situations beforehand, with Allow or Reject .

All conflict situations are solved, when you solve the conflicts within the highlighted site (your starting site). In this case, a solution is automatically suggested for the corresponding conflicts in all the higher-level sites. You can then accept this solution.

In the case of rejected actions, the icon Reject for the combination of site and subscription is saved, and always displayed when this combination is involved in an indirect assignment. This means that you do not have to reject this action again.