Changes for page Managing the HDC Platform

Last modified by Dennis Segebarth on 2024/08/14 17:06
From version 6.1
edited by Susan Evans
on 2023/07/12 15:44
Change comment: There is no comment for this version
To version 12.1
edited by Dennis Segebarth
on 2024/08/14 17:05
Change comment: Deleted image "Platform Admin Disable Account v2.1.6 2023-02-09.png"

Summary

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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="18%" width="25%"]]
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="29%" width="20%"]]
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.
201 201  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:HDC Xwiki Create Group v1.0.0 2023-07-11.png||height="23%" width="50%"]]
202 +[[image:1723655027415-926.png||height="368" width="814"]]
203 203  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.
204 204  1. Click **Create** to finish the Group creation.
205 +1. [[image:1723655066936-299.png||height="391" width="831"]]
205 205  1. Check the Groups list to confirm the new Group is present.
206 -[[image:HDC Xwiki Confirm Group in List v1.0.0 2023-07-11.png||height="23%" width="50%"]]
207 +
207 207  )))
208 208  
209 209  === Configuring the Xwiki Project Page access for Project members ===
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212 212  
213 213  (((
214 214  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.
215 -[[image:HDC Xwiki Administer Page v1.0.0 2023-06-08.png||height="34%" width="15%"]]
216 +[[image:1723655080086-832.png||height="663" width="294"]]
216 216  1. Click **Users & Rights **> then **Rights: Page & Children**. Ensure the **Groups** radio button is selected.
217 217  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.
218 218  1. Before leaving the page, **review the configuration settings **to confirm that you have assigned the permissions for the correct Group.
219 -1*. [[image:HDC Xwiki Assign Group Permissions v1.0.0 2023-07-11.png||height="27%" width="50%"]]
220 +1*. [[image:1723655098299-387.png||height="424" width="796"]]
220 220  )))
221 221  
222 222  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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229 229  
230 230  = Maintenance Notifications =
231 231  
232 -[[image:Maintenance Notifications v2.2.6 2023-04-13.png||height="10%" width="50%"]]
233 +[[image:1723655113847-996.png||height="178" width="863"]]
233 233  
234 234  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.
235 235  
236 236  === Creating a Maintenance Notification ===
237 237  
238 -[[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"]]
239 239  
240 240  1. Click **Platform Management** in the Main Menu, and open the **Notifications** tab.
241 241  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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277 277  
278 278  ----
279 279  
280 -Copyright © 2023 [[Indoc Research>>url:https://www.indocresearch.org/]].
281 +Copyright © 2023-2024 [[Indoc Systems>>url:https://www.indocsystems.com]].
281 281  
282 -HealthDataCloud is powered by Pilot technology, a product of [[Indoc Research>>url:https://www.indocresearch.org/]].
283 -
283 +HealthDataCloud is powered by Pilot technology, a product of [[Indoc Systems>>url:https://www.indocsystems.com]].
284 +
Main Menu Platform Management v2.2.6 2023-04-12.png
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