Grouper Developers Forum

[Tom Barton <>]

It's a good idea, and with Jen's supervision likely to produce a good 
result.

Just curious: what would it take to include UI workflows for each such 
task? Ie, so that a wizard guides the user through the task rather than 
the user needing to recall the steps to take.

GW Brown, Information Systems and Computing wrote:
> 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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fn:Tom Barton
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org:University of Chicago;Networking Services & Information Technologies
email;internet:
title:Sr. Director for Integration
tel;work:+1 773 834 1700
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