Grouper Developers Forum

["GW Brown, Information Systems and Computing" <>]

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