TABLE OF CONTENTS

• Blueprint Rules in ManagementStudio
  • Overview
  • Main Screen Overview
  • Creating a Blueprint Rule
    • Use Case
    • Step 1: Create a Blueprint Rule
    • Step 2: Add Specific Users to a Blueprint Rule
  • Removing Users from a Blueprint Rule
  • Deleting a Blueprint Rule
• Further Support

Blueprint Rules in ManagementStudio

Overview

Blueprints in ManagementStudio enable project administrators to organise and structure related items—such as Users, Applications, Devices, Mailboxes, Bespoke items, and Deployment Units—similar to folders in Windows. Blueprint Rules allow administrators to restrict a user's access to specific modules and items within blueprints.

Note: Users must be assigned to standard Role Groups to define their access level for each module (e.g., Read-only). Blueprint Rules further restrict access to specified blueprints and modules.

Main Screen Overview

The Blueprint Rules main screen is divided into three core areas:

• Toolbar controls: Common toolbar options for ManagementStudio grids. See Common Grid Functionality for further detail.
• Blueprint Rules Grid: Displays details for each blueprint rule created in the project.
• Available Blueprints: Shows all available blueprints within the project, such as Applications and Users.

Creating a Blueprint Rule

Use Case

A project administrator needs to restrict a project engineer’s access by location; for example, allowing an engineer based in England to access only the England blueprints.

Step 1: Create a Blueprint Rule

1. Click Click here to add new item to create a new rule.

2. Enter the Rule Name and a brief description.
3. Select the relevant Modules for the blueprint rule (e.g., Applications, Devices).
4. Click Edit Rules.
5. Select the appropriate Blueprint folder for access.
6. Click Finished to save the selection.
7. Repeat the above steps to create additional rules as needed.
8. After all rules have been configured, click Save Changes.
9. In the confirmation prompt, click Save.

Step 2: Add Specific Users to a Blueprint Rule

1. Navigate to Administration → User Accounts.

2. Select the user or group of users in the grid.

3. Right-click and choose Add Blueprint Rules from the context menu.

4. At the prompt, select the required Blueprint Rule.

5. Click Add Blueprints.

   Adding a user to a new blueprint rule does not remove their existing blueprint rules.

6. The member count in the Blueprint rule panel will update to reflect the change.

Removing Users from a Blueprint Rule

1. Navigate to Administration → User Accounts.
2. Select the user or group of users in the grid.
3. Right-click and select Remove Blueprint Rules from the context menu.
4. In the prompt, select the Blueprint Rule to remove the user from.
5. Click Remove Blueprints.
6. The member count in the Blueprint rule panel will update.

Deleting a Blueprint Rule

1. Click the Grid Column Chooser from the toolbar to enable column selection.
2. Ensure the Delete column is visible in the grid.

3. In the newly visible Delete column, tick the checkbox next to the blueprint rule(s) you wish to delete.
4. Click Save Changes.
5. In the confirmation prompt, tick Yes, I'm sure.
6. Click Delete to complete the deletion process.

Further Support

For additional assistance, visit the ManagementStudio Service Desk to search the knowledge base or raise a new support ticket.