Changes for page Managing the HDC Platform

Last modified by Dennis Segebarth on 2024/08/14 17:06
From version 3.1
edited by Susan Evans
on 2023/07/12 15:37
Change comment: There is no comment for this version
To version 9.1
edited by Dennis Segebarth
on 2024/08/14 17:05
Change comment: There is no comment for this version

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1 -XWiki.sgevans
1 +XWiki.dsegebarth
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17 17  
18 18  When Platform Administrators log into the Platform they see the same major features of the Portal layout described in //Portal Navigation//, with additional features for **Platform Management**.
19 19  
20 -[[image:Main Menu Platform Management v2.2.6 2023-04-12.png||height="5%" width="50%"]]
20 +[[image:1723654856770-216.png||height="87" width="856"]]
21 21  
22 22  = Managing User Accounts =
23 23  
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27 27  
28 28  Platform Administrators can view and manage all users across the Platform. To access the platform-wide User Management tools, click **Platform Management** and select the **User Management** tab.
29 29  
30 -[[image:Platform Admin User Management v2.1.6 2023-02-09.png||height="18%" width="50%"]]
30 +[[image:1723654869019-473.png||height="310" width="867"]]
31 31  
32 32  
33 33  Within the **Platform Users** table, Platform Administrators can:
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72 72  
73 73  To invite a new user to the Platform,
74 74  
75 -[[image:Platform Admin Invite User v2.1.6 2023-02-09.png||height="26%" width="30%"]]
75 +[[image:1723654887329-788.png||height="335" width="384"]]
76 76  
77 77  
78 78  1. Click **Platform Management** in the Main Menu, and open the **User Management** tab.
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100 100  
101 101  Platform Administrators can disable the account of any user in any role. Disabling a user account immediately prevents the user from logging into the platform and removes them from the Members list of their Projects. This action is reversible.
102 102  
103 -[[image:Platform Admin Disable Account v2.1.6 2023-02-09.png||height="11%" width="50%"]]
103 +[[image:1723654904200-429.png||height="187" width="871"]]
104 104  
105 105  === Disabling a User Account ===
106 106  
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141 141  
142 142  Platform Administrators create Projects in the Portal, set up the XWiki Project page, and invite the first Project Administrator.
143 143  
144 -[[image:Platform Admin Create Project v2.2.6 2023-05-23.png||height="10%" width="50%"]]
144 +[[image:1723654919917-639.png||height="176" width="856"]]
145 145  
146 146  == Creating the new Project in the Portal ==
147 147  
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172 172  1*. The default wiki page for the Project is loaded with the Notice “The requested page could not be found.” This is __normal__ because the Project page has not yet been created - this is done in Step 2.
173 173  1*. Confirm the page title matches the Project code and the browser URL path and navigation breadcrumbs indicate the page’s location under the top level page: “Project Pages”.
174 174  1*. Note: If you receive an “//Error: You are not allowed to view this page or perform this action//”, then you lack sufficient administrative privilege in XWiki. Please contact another Platform Administrator with XWiki administrative privilege to grant you access.
175 -[[image:HDC Xwiki edit page to create v1.0.0 2023-07-11.png||height="18%" width="50%"]]
175 +[[image:1723654940817-472.png||height="280" width="786"]]
176 176  1. Click the link in the Notice: “**You can edit this page to create it**.”
177 177  1*. A new page opens with the **Create Page** options displayed. Under Default, click **Blank page**.
178 -[[image:HDC Xwiki Create Page page cropped v1.0.0 2023-06-13.png||height="22%" width="30%"]]
178 +[[image:1723654956739-551.png||height="202" width="274"]]
179 179  1. The page editor is now open. In page editing mode, set up the basic Project page information:
180 180  1*. Change the TITLE to match the Project’s title.
181 181  1*. //Optional//: in the page edit window add a simple welcome message, such as “Welcome to the {Project Title} wiki.” to let Project members know they’ve arrived in the right place (Project members can edit this content later after they have been granted access to the Project).
182 -[[image:HDC Xwiki Project Page edit no autosave v1.0.0 2023-07-11.png||height="15%" width="50%"]]
182 +[[image:1723654975083-102.png||height="243" width="785"]]
183 183  
184 184  1. Click **Save & View**. The page is now configured and is visible in the Navigation menu under the Project Pages top level page.
185 185  )))
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196 196  
197 197  (((
198 198  1. From the upper right corner of any XWiki page (beside your User Profile) click the **Drawer icon** (three horizontal lines beside your User Profile), then click **Administer Wiki**. The **Global Administration: Home** page opens.
199 -[[image:HDC Xwiki Administer XWiki v1.0.0 2023-07-11.png||height="34%" width="30%"]]
199 +[[image:1723655011372-773.png||height="350" width="307"]]
200 200  1. Click **Users & Rights**, then click **Groups** to access the **Global Administration: Groups** page.
201 -1. Click **Create Group** and enter the name for the XWiki Project Group according to the naming convention “**hdc-{project code}**”, i.e., the prefix “**hdc-**” followed immediately by the Project code assigned during Project creation. For example, the Project “IndocTestP-2” with the code “indoctestp2” has the XWiki Project Group name **hdc-indoctestp2**.[[image:HDC Xwiki Create Group v1.0.0 2023-07-11.png||height="23%" width="50%"]]
202 -1*. **__Warning__: Double check the Group Name**. Formatting the Group Name incorrectly will cause the Group to be decoupled from the Project in the Portal and Project members will not be able to access the page.
201 +1. Click **Create Group** and enter the name for the XWiki Project Group according to the naming convention “**hdc-{project code}**”, i.e., the prefix “**hdc-**” followed immediately by the Project code assigned during Project creation. For example, the Project “IndocTestP-2” with the code “indoctestp2” has the XWiki Project Group name **hdc-indoctestp2**.
202 +[[image:1723655027415-926.png||height="368" width="814"]]
203 +1. **Review the Group Name before proceeding**. Formatting the Group Name incorrectly will cause the Group to be decoupled from the Project in the Portal and Project members will not be able to access the page.
203 203  1. Click **Create** to finish the Group creation.
205 +1. [[image:1723655066936-299.png||height="391" width="831"]]
204 204  1. Check the Groups list to confirm the new Group is present.
205 -[[image:HDC Xwiki Confirm Group in List v1.0.0 2023-07-11.png||height="23%" width="50%"]]
207 +
206 206  )))
207 207  
208 -=== Configuring the Project wiki page access for Project members ===
210 +=== Configuring the Xwiki Project Page access for Project members ===
209 209  
210 210  After the XWiki Project page and the XWiki Project group have been created, the final step is to assign page rights for the group so Project Members can view their Project page.
211 211  
212 212  (((
213 213  1. From the newly created XWiki Project page, click **More Actions** (three dots) at the top right of the page to open the **Manage** menu, then click **Administer Page**. The **Page Administration** menu options are now available.
214 -[[image:HDC Xwiki Administer Page v1.0.0 2023-06-08.png||height="45%" width="20%"]]
216 +[[image:1723655080086-832.png||height="663" width="294"]]
215 215  1. Click **Users & Rights **> then **Rights: Page & Children**. Ensure the **Groups** radio button is selected.
216 216  1. Locate the Group corresponding to the Project XWiki page and check the boxes under **View, Comment, and Edit** to assign these privileges to the Group.
217 -1. Before leaving the page, review the configuration settings to confirm that you have assigned the permissions for the correct Group.
218 -1*. [[image:HDC Xwiki Assign Group Permissions v1.0.0 2023-07-11.png||height="27%" width="50%"]]
219 +1. Before leaving the page, **review the configuration settings **to confirm that you have assigned the permissions for the correct Group.
220 +1*. [[image:1723655098299-387.png||height="424" width="796"]]
219 219  )))
220 220  
221 221  The Project XWiki page is now configured. Project Members with any role can click on XWiki icon from the Project to launch XWiki in a new browser tab and view the Project XWiki page. They can also open any of the other XWiki Project pages to which they have access, and the User Guide, from XWiki’s left Navigation menu.
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228 228  
229 229  = Maintenance Notifications =
230 230  
231 -[[image:Maintenance Notifications v2.2.6 2023-04-13.png||height="10%" width="50%"]]
233 +[[image:1723655113847-996.png||height="178" width="863"]]
232 232  
233 233  Maintenance notifications inform Platform users of scheduled maintenance so they can plan their platform use around these times to minimize the impact on their work. Maintenance notifications are displayed prominently at the top of the Portal when a user logs into the platform and can be dismissed by the user. Platform Administrators can create and manage Maintenance notifications.
234 234  
235 235  === Creating a Maintenance Notification ===
236 236  
237 -[[image:Platform Admin Maintenance Notification v2.2.6 2023-05-23.png||height="13%" width="50%"]]
239 +[[image:1723655123479-904.png||height="221" width="867"]]
238 238  
239 239  1. Click **Platform Management** in the Main Menu, and open the **Notifications** tab.
240 240  1. Enter the date, time, estimated duration, and a message to users (the window is populated with a suggested default message).
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276 276  
277 277  ----
278 278  
279 -Copyright © 2023 [[Indoc Research>>url:https://www.indocresearch.org/]].
281 +Copyright © 2023-2024 [[Indoc Systems>>url:https://www.indocsystems.com]].
280 280  
281 -HealthDataCloud is powered by Pilot technology, a product of [[Indoc Research>>url:https://www.indocresearch.org/]].
282 -
283 +HealthDataCloud is powered by Pilot technology, a product of [[Indoc Systems>>url:https://www.indocsystems.com]].
284 +
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