Last modified by Dennis Segebarth on 2024/08/16 10:09
From version 1.1
edited by Susan Evans
on 2023/07/10 21:41
Change comment: There is no comment for this version
To version 26.1
edited by Dennis Segebarth
on 2024/08/16 10:09
Change comment: There is no comment for this version

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1 -XWiki.sgevans
1 +XWiki.dsegebarth
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1 +{{box cssClass="floatinginfobox" title="Table of Contents"}}
2 +{{toc/}}
3 +{{/box}}
4 +
1 1  = Data Stewardship =
2 2  
3 3  Users are reminded to abide by the Platform Terms of Use and any Project-specific restrictions when using the Portal to access data.
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6 6  
7 7  All files uploaded to the platform land in the //Green Room//. In this isolated storage area, the only people who can view and download the files you have uploaded are you and the Project Administrator(s). Project Administrators can verify that the data are compliant with the Project’s data management plan before being copied to the //Core //where all other Project members (except Project Contributors, see //Managing HDC Projects > Project Roles//) can view and access the file.
8 8  
9 -[[image:Project File Upload v2.0.10 2023-01-17.png||height="8%" width="50%"]]
13 +[[image:1723802592552-117.png||height="139" width="859"]]
10 10  
11 11  == Prerequisites ==
12 12  
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50 50  
51 51  You can check the progress and completion status (success or failure) of Project files uploaded, downloaded, and deleted during the current login session using the File Status panel. Click the **File Status icon** in the Main Menu to open the File Status panel then browse the activity tabs (**In Progress**, **Uploaded**, **Downloaded**, **Trash Bin**).
52 52  
53 -[[image:Project File Status v2.0.10 2023-01-16.png||height="20%" width="50%"]]
57 +[[image:1723802613048-462.png||height="474" width="864"]]
54 54  
55 55  To view the complete history of all Project files uploaded, downloaded and deleted, not just activities in the current login session, use the File Stream Advanced Search.
56 56  
57 -[[image:Project Recent File Stream Advanced Search v2.2.6 2023-04-14.png||height="21%" width="50%"]]
61 +[[image:1723802630131-211.png||height="358" width="870"]]
58 58  
59 59  1. Navigate to the Project Canvas and locate the Recent File Stream panel.
60 60  1. Click **Advanced Search** to open the File Stream Advanced Search.
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66 66  
67 67  The Portal provides the ability to resume a file upload already in progress so you don’t have to restart the upload from the beginning.
68 68  
69 -[[image:Resume File Upload v2.2.6 2023-04-13 1815.png||height="19%" width="50%"]]
73 +[[image:1723802641609-122.png||height="324" width="871"]]
70 70  
71 71  To resume a file upload after a failure:
72 72  
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101 101  * 7zip: .7z
102 102  * RAR: .rar
103 103  
104 -[[image:Projects File Previewer v2.2.3 2023-05-03.png||height="29%" width="50%"]]
108 +[[image:1723802657065-379.png||height="506" width="868"]]
105 105  
106 106  1. Locate the file in the File Explorer.
107 107  1. Click the **Action icon** (three dots) beside the file and select **Preview** (only visible for archive file listed above).
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144 144  
145 145  Recommended for bulk tagging of files and folders.
146 146  
147 -[[image:Project Customized Tags v2.0.10 2023-01-17.png||height="8%" width="50%"]]
151 +[[image:1723802673774-424.png||height="141" width="868"]]
148 148  
149 149  1. Navigate to the Project File Explorer (Green Room or Core).
150 150  1. Select one or more files and/or folders by clicking the checkbox beside each one, then click **Add/Remove Tags** in File Explorer menu.
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176 176  
177 177  Use this method to add Project-specific metadata annotations to your files on upload.
178 178  
179 -[[image:Projects File Attributes v2.1.2 2023-01-18.png||height="58%" width="50%"]]
183 +[[image:1723802688075-223.png||height="456" width="394"]]
180 180  
181 181  1. Begin a File upload (see //Uploading Files//)
182 182  1. Select a File Attribute template from the dropdown menu (only visible if the Project Administrator has configured File Attributes) and enter the requested information.  File Attributes can be either required or optional on upload depending on how the Project Administrator has configured them. 
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185 185  
186 186  == Method 2: from the Project File Explorer ==
187 187  
188 -[[image:Projects File Attributes from File Explorer v2.1.2 2023-01-18.png||height="8%" width="50%"]]
192 +[[image:1723802709785-695.png||height="139" width="856"]]
189 189  
190 190  1. Navigate to the Project File Explorer Green Room or Core.
191 191  1. Select one or more files and/or folders by clicking the checkbox beside each one, then click **Add Attributes** in File Explorer menu.
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201 201  
202 202  To submit a request to copy data from the Green Room to the Core (requires Collaborator role),
203 203  
204 -[[image:Projects Request Copy to Core v2.1.2 2023-01-18.png||height="9%" width="50%"]]
208 +[[image:1723802723363-498.png||height="157" width="867"]]
205 205  
206 206  1. Navigate to the Project File Explorer Green Room
207 207  1. Select one or more files and/or folders to be copied by clicking the checkbox beside each one. The Request to Core option becomes visible in the File Explorer menu.
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213 213  
214 214  To view your submitted and approved requests:
215 215  
216 -[[image:Projects Requests Left Menu v2.3.3 2023-04-26.png||height="27%" width="50%"]]
220 +[[image:1723802735878-454.png||height="317" width="587"]]
217 217  
218 218  1. Click the Requests icon from the Project left menu bar.
219 219  1. Click **New** to view your new requests that have not been fulfilled, or **Completed **to view requests that the Project Administrator has fulfilled. Requests are identified by the username and the date/time stamp when the request was submitted.
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236 236  * //Upstream lineage// displays the points in a file's journey up to its current state. For example, a file newly uploaded to the Green Room has only one upstream point, the Green Room File node, representing the point when the file was introduced the the platform.
237 237  * //Downstream lineage// displays points in a file’s journey from a specific state forward. For example, when viewing the lineage of a file stored in the Green Room that was later copied to the Core, the downstream lineage displays the Green Room File node, the copy Pipeline, and the Core File node.
238 238  
239 -[[image:Project File Lineage v2.1.3 2023-01-19.png||height="25%" width="50%"]]
243 +[[image:1723802879104-591.png||height="397" width="802"]]
240 240  
241 241  = Downloading Files =
242 242  
243 243  ​Files can be downloaded individually or in bulk directly from the File Explorer.
244 244  
245 -[[image:Projects File Download v2.1.3 2023-01-19.png||height="9%" width="50%"]]
249 +[[image:1723802890566-839.png||height="164" width="868"]]
246 246  
247 247  1. Before downloading a file, check your browser settings and ensure that pop-up windows are enabled.
248 248  1. (((
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264 264  
265 265  Project members can delete files that are no longer needed in the Green Room or Core. When you delete a file, it is moved to a Trash Bin where it can be permanently deleted later, or restored in case of accidental deletion.
266 266  
267 -[[image:Projects File Delete v2.1.3 2023-01-19.png||height="9%" width="50%"]]
271 +[[image:1723802902396-360.png||height="164" width="868"]]
268 268  
269 269  1. Navigate to the Project File Explorer Green Room or Core.
270 270  1. Select one or more files and/or folders by clicking the checkbox beside each one (or use the select all checkbox), then click **Delete **in File Explorer menu//.//
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281 281  
282 282  = Creating File Collections =
283 283  
284 -When working with Project files in the Core, it can be useful to organize them in temporary or permanent views to help find them more easily. A Collection gives Project members the flexibility to create their own virtual groups of Project files from any number of Core folder locations. Similar to a music playlist, a Collection establishes a reference to the file(s) without moving or copying the actual files themselves. Adding a Collection to your Favourites gives you quick access to it from your My Space page.
288 +When working with Project files in the Core, it can be useful to organize them in temporary or permanent views to help find them more easily. A Collection gives Project members the flexibility to create their own virtual groups of Project files from any number of Core folder locations. Similar to a music playlist, a Collection establishes a reference to the file(s) without moving or copying the actual files themselves. Adding a Collection to your Favourites gives you quick access to it from your Dashboard page.
285 285  
286 286  You can start by creating an empty Collection before adding any files to it, or create a Collection and add files at the same time.
287 287  
288 288  == Create an empty Collection ==
289 289  
290 -[[image:Projects Core Create Collection v2.1.5 2023-01-20 1130.png||height="33%" width="50%"]]
294 +[[image:1723802914607-379.png||height="328" width="490"]]
291 291  
292 292  1. Navigate to the Project’s Core File Explorer .
293 293  1. From the Left navigation menu, click **Create Collection**.
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296 296  
297 297  == Add files to a Collection ==
298 298  
299 -[[image:Projects Core Add to Collection v2.1.3 2023-01-19.png||height="10%" width="50%"]]
303 +[[image:1723802928478-851.png||height="178" width="869"]]
300 300  
301 301  1. Navigate to the Project’s Core File Explorer .
302 302  1. Select one or more files and/or folders by clicking the checkbox beside each one (or use the select all checkbox), then click **Add to Collection **in File Explorer menu//.//
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309 309  
310 310  == Remove files from a Collection ==
311 311  
316 +[[image:1723802939784-600.png||height="179" width="879"]]
312 312  
313 313  1. Click the name of the Collection in the left File Explorer navigation menu to open it.
314 314  1. Click the checkbox beside the file(s) to be removed, then click **Remove from Collection** in the File Explorer menu.
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317 317  
318 318  == Deleting or renaming a Collection ==
319 319  
325 +[[image:1723802950421-299.png||height="200" width="862"]]
326 +
320 320  1. Click the name of the Collection in the left File Explorer navigation menu to open it.
321 321  1. Click either the Delete or Rename tool in the File Explorer menu.
322 322  
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336 336  To add a Collection or File to your Favourites, locate the item in the Project File Explorer and click the **star icon**. To remove from Favourites, click the star again.
337 337  
338 338  
339 -
346 +----
347 +
348 +Copyright © 2023-2024 [[Indoc Systems>>url:https://www.indocsystems.com]].
349 +
350 +HealthDataCloud is powered by Pilot technology, a product of [[Indoc Systems>>url:https://www.indocsystems.com]].
351 +
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