Changes for page Managing HDC Projects

Last modified by Dennis Segebarth on 2026/02/26 10:29
From version 24.1
edited by Dennis Segebarth
on 2026/02/26 10:29
Change comment: There is no comment for this version
To version 8.1
edited by Dennis Segebarth
on 2024/03/01 09:13
Change comment: There is no comment for this version

Summary

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2 2  {{toc depth="2"/}}
3 3  {{/box}}
4 4  
5 -{{warning}}
6 -**Disclaimer:** This article may contain screenshots from other Pilot-based deployments. Differences only apply to variations in branding and color schemes, not the functionalities covered in this article, though.
7 -{{/warning}}
8 -
9 9  This section of the User Guide describes the features available to Project Administrators to manage their Project.
10 10  
11 11  Each Project is owned by a Project Administrator, a role analogous to an academic Principal Investigator. More than one person can hold the Project Administrator role, allowing for role delegation and backup. Creation of your own Project can be requested by submitting an inquiry (see //Contact Us//).
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22 22  
23 23  When the Platform Administrator creates your Project, the Name and Code are assigned and other general information may have been initialized. The Project Code cannot be changed, but as a Project Administrator you can edit the other Project’s General Information in the Project **Settings **page (not available to regular Project members).
24 24  
25 -[[image:1723654603707-412.png||height="269" width="282"]]
21 +[[image:Manage Projects Settings v2.1.5 2023-01-30.png||height="19%" width="20%"]]
26 26  
27 27  
28 28  To edit your Project’s General Information (Project Administrator role),
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89 89  
90 90  Copying files from the //Green Room// to the //Core //can only be performed by users with the Project Administrator role in the corresponding Project, or by Platform Administrators.
91 91  
92 -[[image:1723654635472-816.png||height="184" width="886"]]
88 +[[image:Manage Projects Copy to Core v2.1.5 2023-01-31.png||height="10%" width="50%"]]
93 93  
94 94  1. In the Project File Explorer, open the **Green Room** and navigate to the folder where the file(s) are stored.
95 95  1. Select one or more files and/or folders to be copied by clicking the checkbox beside each one, then select **Copy to Core**.
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107 107  
108 108  Project Administrators are notified about pending Copy to Core requests with a red notification dot on the **Requests icon**. The following steps describe how to review, approve, and/or deny Copy to Core requests:
109 109  
110 -[[image:1723654648402-919.png||height="301" width="558"]]
106 +[[image:Projects Requests Left Menu v2.3.3 2023-04-26.png||height="16%" width="30%"]]
111 111  
112 112  (((
113 113  1. Click the **Requests icon** from the Project left menu bar and view the tab **Copy Data To Core Request**.
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117 117  1. When at least one file or folder is selected, two options become visible at the top of the file explorer table. Click one of the following:
118 118  1*. **Approve Selected** to copy the selected files/folders to be copied to the Core.
119 119  1*. **Deny Selected** if you do not wish to copy the selected files/folders to the Core.
120 -[[image:1723654669740-995.png||height="273" width="853"]]
116 +[[image:Manage Projects Approve or Deny Copy to Core v2.1.5 2023-01-31.png||height="16%" width="50%"]]
121 121  1. A confirmation code is randomly generated. Type the code in the entry box and then click **Approve **or **Deny** to confirm your intention.
122 122  1. Another popup confirms the action was completed. Click **Close** to dismiss.
123 123  )))
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128 128  
129 129  After Approving or Denying every file/folder in the request, it’s time to close the request and notify the user. To close the request,
130 130  
131 -[[image:1723654683455-327.png||height="170" width="865"]]
127 +[[image:Manage Projects Close Copy to Core Request v2.1.5 2023-01-31.png||height="10%" width="50%"]]
132 132  
133 133  
134 134  1. Click **Close Request & Notify User**.
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155 155  
156 156  Project Administrators have the flexibility to add or remove Project members, and change users' roles within the Project.
157 157  
158 -[[image:1723654696855-544.png||height="326" width="342"]]
154 +[[image:Manage Projects Members v2.1.5 2023-01-30.png||height="19%" width="20%"]]
159 159  
160 160  
161 161  To manage Project membership for your Project as Project Administrator role,
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168 168  
169 169  Project Administrators can add new members to the Project:
170 170  
171 -[[image:1723654713217-983.png||height="111" width="869"]]
167 +[[image:Manage Projects Add Member v2.1.5 2023-02-01.png||height="6%" width="50%"]]
172 172  
173 173  
174 174  1. Launch your Project and open the **Project Members** page, then click **+ Add Member**.
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203 203  |Upload and annotate files from from Workspace to Project Core (via Command Line Interface)|(% style="text-align:center" %)☑️ Allowed|(% style="text-align:center" %)☑️ Allowed|
204 204  |Download files from Project Core own folder|(% style="text-align:center" %)☑️ Allowed|(% style="text-align:center" %)☑️ Allowed|
205 205  |Download files from Project Core any folder|(% style="text-align:center" %)☑️ Allowed|(% style="text-align:center" %)☑️ Allowed|
206 -|(% style="background-color:#dcdcdc; text-align:center" %)**Activity**|(% colspan="3" rowspan="1" style="background-color:#dcdcdc; text-align:center" %)**Trash Bin File Operations**
207 -| |(% style="background-color:#edf1f4; text-align:center" %)**Project Administrator**|(% style="background-color:#edf1f4; text-align:center" %)**Project Collaborator**|(% style="background-color:#edf1f4" %)**Project Contributor**
208 -|View own files moved to Trash Bin from Green Room|(% style="text-align:center" %)☑️ Allowed|(% style="text-align:center" %)☑️ Allowed|(% style="text-align:center" %)☑️ Allowed
209 -|View all files moved to Trash Bin from Green Room|(% style="text-align:center" %)☑️ Allowed|(% style="text-align:center" %) |(% style="text-align:center" %)
210 -|Restore own files moved to Trash Bin from Green Room|(% style="text-align:center" %)☑️ Allowed|(% style="text-align:center" %)☑️ Allowed|(% style="text-align:center" %)☑️ Allowed
211 -|Restore all files moved to Trash Bin from Green Room|(% style="text-align:center" %)☑️ Allowed|(% style="text-align:center" %) |(% style="text-align:center" %)
212 -|Mark own files moved to Trash Bin from Green Room for deletion|(% style="text-align:center" %)☑️ Allowed|(% style="text-align:center" %) |(% style="text-align:center" %)
213 -|Mark all files moved to Trash Bin from Green Room for deletion|(% style="text-align:center" %)☑️ Allowed|(% style="text-align:center" %) |(% style="text-align:center" %)
214 -|View own files moved to Trash Bin from Core|(% style="text-align:center" %)☑️ Allowed|(% style="text-align:center" %)☑️ Allowed|(% style="text-align:center" %)
215 -|View all files moved to Trash Bin from Core|(% style="text-align:center" %)☑️ Allowed|(% style="text-align:center" %)☑️ Allowed|(% style="text-align:center" %)
216 -|Restore own files moved to Trash Bin from Core|(% style="text-align:center" %)☑️ Allowed|(% style="text-align:center" %)☑️ Allowed|(% style="text-align:center" %)
217 -|Restore all files moved to Trash Bin from Core|(% style="text-align:center" %)☑️ Allowed|(% style="text-align:center" %)☑️ Allowed|(% style="text-align:center" %)
218 -|Mark own files moved to Trash Bin from Core for deletion|(% style="text-align:center" %)☑️ Allowed|(% style="text-align:center" %) |(% style="text-align:center" %)
219 -|Mark all files moved to Trash Bin from Core for deletion|(% style="text-align:center" %)☑️ Allowed|(% style="text-align:center" %) |(% style="text-align:center" %)
220 220  |(% style="background-color:#dcdcdc; text-align:center" %) **Activity** |(% colspan="3" style="background-color:#dcdcdc; text-align:center" %)**User Management**
221 221  | |(% style="background-color:#edf1f4; text-align:center" %)**Project Administrator**|(% style="background-color:#edf1f4; text-align:center" %)**Project Collaborator**|(% style="background-color:#edf1f4; text-align:center" %)**Project Contributor**
222 222  |View, add, remove, manage Project members|(% style="text-align:center" %)☑️ Allowed| |
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277 277  
278 278  As Project Administrator, you can check the deployment status of Workspace tools by opening the Project **Settings** page and clicking the **Workspace** tab.
279 279  
280 -[[image:1723654733035-792.png||height="409" width="869"]]
262 +[[image:Manage Projects Workspace Deployment v2.1.5 2023-02-02 1517.png||height="24%" width="50%"]]
281 281  
282 282  
283 283  If you need a Workspace tool deployed for the project, please contact a Platform Administrator.
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296 296  
297 297  Project Administrators can grant access to Guacamole-connected Virtual Machines (VMs) requested by Project Members (including themselves).
298 298  
299 -[[image:1723654749116-514.png||height="250" width="861"]]
281 +[[image:Manage Projects Approve Guacamole Access v2.1.5 2023-02-02 1627.png||height="17%" width="60%"]]
300 300  
301 301  1. Launch your Project and click the **Requests** icon from the Project left menu bar.
302 302  1. Click the **Guacamole VM Request** tab. The table displays Project members who have requested access. The Status column differentiates users whose VM access has been previously completed from those who are waiting for access.
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323 323  
324 324  Project Administrators can use the **Announcements **page to send messages to all Project members to convey relevant Project news and information. Project Members can use this page to view Project announcements.
325 325  
326 -[[image:1723654770127-448.png||height="321" width="334"]]
308 +[[image:Manage Projects Announcements v2.1.5 2023-01-30.png||height="19%" width="20%"]]
327 327  
328 328  
329 329  To create a Project announcement as Project Administrator,
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340 340  
341 341  To create a new File Attribute template for your project as Project Administrator,
342 342  
343 -[[image:1723654789441-207.png||height="114" width="864"]]
325 +[[image:Manage Projects File Attributes v2.1.5 2023-02-01.png||height="7%" width="50%"]]
344 344  
345 345  
346 346  1. Launch your Project and click on the Project **Settings **icon.
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416 416  
417 417  Template created in the Project Settings menu:
418 418  
419 -[[image:1723654813207-477.png||height="296" width="869"]]
401 +[[image:Manage Projects File Attributes Example for JSON v2.1.5 2023-02-01.png||height="17%" width="50%"]]
420 420  
421 421  Corresponding JSON file format:
422 422  
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432 432  
433 433  ----
434 434  
435 -Copyright © 2023-2026 [[Indoc Systems>>url:https://www.indocsystems.com]].
417 +Copyright © 2023-2024 [[Indoc Systems>>url:https://www.indocsystems.com]].
436 436  
437 437  HealthDataCloud is powered by Pilot technology, a product of [[Indoc Systems>>url:https://www.indocsystems.com]].
438 438  
439 439  
440 440  
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