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Re: [grouper-dev] end-to-end scenario help


Chronological Thread 
  • From: "GW Brown, Information Systems and Computing" <>
  • To: Chris Hyzer <>, Grouper Dev <>
  • Subject: Re: [grouper-dev] end-to-end scenario help
  • Date: Mon, 22 Sep 2008 09:17:38 +0100

I don't see a reason not to include it. The only reason we haven't before is that we didn't want to get too involved in writing a manual - badly.

Gary

--On 21 September 2008 14:44 -0400 Chris Hyzer <> wrote:



I opened this jira issue. I was hoping to put this into 1.4 since it is
not that time consuming. Thoughts?



Thanks!

Chris



https://bugs.internet2.edu/jira/browse/GRP-170



To address issues with users not knowing how to high level tasks, Jen and
I wrote some instructions for end-to-end scenarios. I was thinking of
adding them to the existing help page with some hide/show links, but I am
still discussing the implementation with Jen. Here is our current text:

1. Find a folder or a group by navigation
(requires VIEW privilege or greater)
a. Click "Explore" in the "My Tools" segment of the left menu
b. Click any folder name in the "Browse or list groups" panel to show
the contents of that folder. Continue clicking through folder names to
move through the folder hierarchy.
* If your current location is not "Root", you can click the Root
folder label to go to the top folder
* If you cannot see a folder or group, you may lack permission to
view any of its contents, or the folder could be in a different
location. Try searching for a specific group contained in that
folder, or contact your administrator.
* Note that clicking a folder name may advance you
c. Click any group name in the "Browse or list groups" panel to see
the Group Summary screen for that group

2. Find an entity or a group by searching
(requires VIEW privilege or greater)
a. Click "Search" in the "My Tools" segment of the left menu
b. In the "Search people or groups" panel, type a search term
* Permissible search sequences for names are firstname [space]
lastname, using "%" to denote any wildcard characters -- IS THIS AN
ARTIFACT OF OUR SETUP? IT'S A BIT ODD.
c. Click the "Search" button, or press the Return key, to submit. A
search results screen will appear.
d. In the results list, click an entity name or a group path to view
the Entity Details screen for your selection.
* If you have selected a group, you can click "View Group
Summary"
near the bottom of the summary panel to go to the Group Summary screen,
which includes additional options for working with information related to
that group. (The options shown will be based upon your privilege level
for the group.)
* If you cannot see an entity or group, you may lack permission
to
view it. Try modifying your search, or contact your administrator.

3. Read a group's membership list
(requires READ privilege or greater)
a. Find the Group Summary screen for the group by navigating or
searching (links to above).
b. Click "Manage members" near the bottom of the summary panel. The
Members screen will appear.
* You may choose to view indirect, direct, or all members of the
list
by selecting the appropriate radio button at the top of the "Membership
list" panel and then clicking the "Change display" button

4. Add a member (entity or group) to a group
(requires UPDATE privilege or greater)
a. Go to the group's membership list page (link to flow above)
b. Click "Add member" at the bottom of the "Membership list" panel.
The "Assign privileges / Add members" screen will appear.
c. In the field in the "Search people or groups" panel, type the
search criteria for the member you want to add, then click the
"Search" button. Your search results will appear.
* Note that in the privileges portions of the results panel, the
MEMBER privilege is selected by default. You may use the neighboring
checkboxes to assign additional privileges to the entities you select.
d. Select each member you want to add by clicking the checkbox next to
the member listing, then click the "Assign privileges" button at the
bottom of the panel.

5. Remove a member from a group
(requires UPDATE privilege or greater)
a. Go to the group's membership list page (link to flow above)
b. Select the member(s) you want to remove by clicking the checkbox
next to the member listing(s).
c. Click the "Remove selected members" button

6. Assign someone to be able to manage a group
(requires ADMIN privilege or greater)
a. Go to the group's membership list page (link to flow above)
b. Click "Add member" at the bottom of the "Membership list" panel.
The "Assign privileges / Add members" screen will appear.
c. In the field in the "Search people or groups" panel, type the
search criteria for the member you want to add, then click the
"Search" button. Your search results will appear.
d. In the privileges portions of the results panel, select the
checkbox for "update" [can modify group membership] or "admin" [can
modify group membership, change group name, or delete the group].
* Choose the simplest permission that will suffice, keeping in
mind
that anyone with ADMIN privilege can rename or delete the group, whether
intentionally or accidentally.
* If the user can manage the group, but is not a member of the
group,
unselect the checkbox for "member".
e. Select each entity you want to receive the designated privilege by
clicking the checkbox next to the entity listing, then click the "Assign
privileges" button at the bottom of the panel.

7. Create a new group
(requires CREATE GROUP privilege or greater)
a. Find a parent folder for the group (link to above flow). This
should place you on the Browse Groups Hierarchy screen
* If you have permissions to create a group in this folder, you
will
see the "Manage folders" panel at the bottom of the page. If you do not
see this panel, contact your administrator.
b. Click "Create Group" at the bottom of the "Manage folders" panel.
The Create Group screen will appear.
* You can mouse over the field labels to learn more about what to
enter in each field
c. Fill the fields in the panel, then click "Save" to create the group.
* If you click the "Add members" button, your new group will be
saved and you will be taken to step 4c.

8. Create a composite group.
(requires CREATE GROUP privilege or greater) Grouper allows you to use
two existing groups (called "factors") to define a third (composite)
group. You may combine two groups in the following ways:
-- UNION includes all members of the two original (factor) groups --
"adding"
-- INTERSECTION includes entities that belong to both of two original
(factor) groups -- "members-in-common"
-- COMPLEMENT includes entities that belong to the primary ("left)
factor group who are not also members of the secondary ("right") factor
group -- "left minus right"
To create a composite group:
a. Place each of your two factor groups in the Group Workspace
(1) Find or create each factor group
* Find a group by navigating or searching (link to
above), and
proceed to the Group Summary page.
* Create a factor group using the steps above to (links)
create a
group and assign members to it. After you assign new members, click
"Group Summary" at the bottom of the "Assign Privileges/Add Members"
page to proceed.
(2) Click "Add to Group Workspace" at the bottom of the summary
panel.
(3) Confirm that both factor groups are in the Group Workspace by
clicking "Group Workspace" in the "My Tools" segment of the left menu.
b. Combine the factor groups to make a new, third group (composite)
(1) Find a parent folder for the group (link to above flow). This
should place you on the Browse Groups Hierarchy screen
* If you have permissions to create a group in this
folder, you will
see the "Manage folders" panel at the bottom of the page. If you do not
see this panel, contact your administrator.
(3) Click "Create Group" at the bottom of the "Manage folders"
panel. The Create Group screen will appear.
* You can mouse over the field labels to learn more about
what to
enter in each field
(4) Fill the fields in the panel, then click "Make composite" to
begin creating a composite group. The "Create composite group" panel will
appear.
(5) Use the pulldown lists to select the two factor groups and
how
you wish to combine them.
* The groups appearing in the pulldown lists are those in
your Group
Workspace
* Assigning "Left group" and "Right group" will only
matter if you
are using COMPLEMENT ("left minus right") to combine the groups.
(6) Click the "Create composite group" button at the bottom of
the
panel to create the new composite group.

9. Create a new folder
(requires CREATE FOLDER privilege or greater)
a. Find a parent folder for the folder you will be creating (link to
above flow). This should place you on the Browse Groups Hierarchy screen
* If you have permissions to create a folder in this folder, you
will
see the "Manage folders" panel at the bottom of the page. If you do not
see this panel, contact your administrator.
b. Click "Create Folder" at the bottom of the "Manage folders" panel.
The Create Folder screen will appear.
* You can mouse over the field labels to learn more about what to
enter in each field
c. Fill the fields in the panel, then click "Save" to create the group.
* If you click the "Add members" button, your new group will be
saved and you will be taken to step 4c.

10. Assign someone to be able to create new folders or groups within a
parent folder
(requires CREATE FOLDER privilege or greater)
a. Find a parent folder for the folder you will be creating (link to
above flow). This should place you on the Browse Groups Hierarchy screen
* If you have permissions to assign privileges in this folder,
you
will see the "Manage folders" panel at the bottom of the page. If you do
not see this panel, contact your administrator.
b. Click the "Show Entities with" at the bottom of the "Manage
folders" panel. The "Current entities with [Create Group] privilege"
screen will appear.
c. Click "Assign this privilege" at the bottom of the "Entity list
filtered by privilege" panel. The "Assign creation privileges for [group
name]" screen will appear.
d. In the field in the "Search people or groups" panel, type the
search criteria for the member you want to add, then click the
"Search" button. Your search results will appear.
* Note that in the privileges portions of the results panel, the
CREATE GROUP privilege is selected by default. You may also use the
CREATE FOLDER checkbox to assign privileges to the entities you select.
* The creation privileges you grant apply to the parent folder
only,
and not to any subfolders contained within it (i.e. there is no
hierarchical inheritance of creation privileges)



----------------------
GW Brown, Information Systems and Computing




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