Grouper Developers Forum

[Chris Hyzer <>]

I think something like that would be ideal, but would be higher level of 
effort to create.  Lets discuss at the next call or member meeting to see 
exactly what you are thinking about, and maybe we can do something better for 
1.5...

Regards,
Chris

> -----Original Message-----
> From: Tom Barton 
> [mailto:]
> Sent: Monday, September 22, 2008 9:38 AM
> To: GW Brown, Information Systems and Computing
> Cc: Chris Hyzer; Grouper Dev
> Subject: Re: [grouper-dev] end-to-end scenario help
>
> 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 
> >