Pankajpatil694: Created page with "'''Script: Managing DSpace user accounts''' '''Author : Pankaj Patil''' '''Keywords: Manage EPersons, DSpace Group, Create DSpace Group, Add EPerson, Edit EPerson profile,..."

2020-07-17T18:25:55Z

Created page with "'''Script: Managing DSpace user accounts''' '''Author : Pankaj Patil''' '''Keywords: Manage EPersons, DSpace Group, Create DSpace Group, Add EPerson, Edit EPerson profile,..."

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'''Script: Managing DSpace user accounts'''

'''Author : Pankaj Patil'''

'''Keywords: Manage EPersons, DSpace Group, Create DSpace Group, Add EPerson, Edit EPerson profile, Delete EPerson'''

{| style="border-spacing:0;width:16.51cm;"
|- style="border:1pt solid #000000;padding:0.176cm;"
| align=center| '''Visual Cue'''
| align=center| '''Narration'''
|- style="border:1pt solid #000000;padding:0.176cm;"
|| Slide: Title
|| Welcome to this spoken tutorial on '''Managing''' '''DSpace''' '''user accounts'''.
|- style="border:1pt solid #000000;padding:0.176cm;"
|| Slide: Learning Objectives
|| In this tutorial, we will learn to: * <div style="margin-left:1.27cm;margin-right:0cm;">Manage '''EPersons '''and</div>
* <div style="margin-left:1.27cm;margin-right:0cm;">Create a '''Group''' of '''EPersons '''and manage them</div>

|- style="border:1pt solid #000000;padding:0.176cm;"
|| Slide: System requirements
|| This tutorial is recorded using* <div style="margin-left:1.27cm;margin-right:0cm;">'''Ubuntu Linux OS 18.04'''</div>
* <div style="margin-left:1.27cm;margin-right:0cm;">'''DSpace '''version''' 6.3 '''and</div>
* <div style="margin-left:1.27cm;margin-right:0cm;">'''Firefox web browser'''</div>

However you may use any '''web browser '''of your choice.
|- style="border:1pt solid #000000;padding:0.176cm;"
|| Slide: Prerequisites - I
|| To practice this tutorial, you should have* <div style="margin-left:1.27cm;margin-right:0cm;">Installed '''DSpace 6.3''' on your system</div>
* <div style="margin-left:1.27cm;margin-right:0cm;">'''Tomcat''' service should be running</div>
* <div style="margin-left:1.27cm;margin-right:0cm;">'''Administrator’s''' authority in '''DSpace'''</div>

|- style="border:1pt solid #000000;padding:0.176cm;"
|| Slide: Prerequisites - II
|| * <div style="margin-left:1.27cm;margin-right:0cm;">A working internet connection</div>
* <div style="margin-left:1.27cm;margin-right:0cm;">If not then please go through the prerequisite tutorials on this website.</div>

|- style="border:1pt solid #000000;padding:0.176cm;"
|| Slide: Prerequisites - III
|| * <div style="color:#222222;margin-left:1.27cm;margin-right:0cm;">This tutorial assumes that you have done the immediate previous tutorial assignment in this series.</div>
* <div style="color:#222222;margin-left:1.27cm;margin-right:0cm;">If not, pls do so before proceeding ahead.</div>

|- style="border:1pt solid #000000;padding:0.176cm;"
|| Slide: Manage '''EPersons'''
|| '''DSpace administrator''' can manage all the '''EPerson users.'''

'''DSpace''' '''administrator''' can* <div style="margin-left:1.27cm;margin-right:0cm;">Add an '''EPerson'''</div>
* <div style="margin-left:1.27cm;margin-right:0cm;">Edit an '''EPerson’s''' profile and</div>
* <div style="margin-left:1.27cm;margin-right:0cm;">Delete an '''EPerson'''</div>

Let us learn how to manage '''EPerson users'''.
|- style="border:1pt solid #000000;padding:0.176cm;"
|| Open '''Web Browser '''

Address Bar''' >> localhost:8080'''
|| Open a '''web browser '''and go to the '''DSpace''' interface.
|- style="border:1pt solid #000000;padding:0.176cm;"
|| Log in to '''DSpace''' with''' administrator'''

'''Username: [mailto:dspace.u1@gmail.com dspace.u1@gmail.com]

'''Password : '''<span style="background-color:#f8f9fa;">u1pass</span>
|| Log in to '''DSpace''' with the '''administrator account '''you created earlier.

I will login with my '''administrator account.'''

|- style="border:1pt solid #000000;padding:0.176cm;"
|| Only narration
|| We are now on the '''admin’s My DSpace''' page.
|- style="border:1pt solid #000000;padding:0.176cm;"
|| Click on '''Logged in '''tab
|| Click on the '''Logged in''' tab at the top right corner.
|- style="border:1pt solid #000000;padding:0.176cm;"
|| Select '''Administer'''
|| Select '''Administer''' from the drop-down list.

We are now in the '''Administer''' dashboard.
|- style="border:1pt solid #000000;padding:0.176cm;"
|| Click on '''Access Control '''
|| In the top '''navigation bar''', click on the '''Access Control '''tab'''.'''
|- style="border:1pt solid #000000;padding:0.176cm;"
|| Select '''E-people'''
|| From the drop-down list, select '''E-people'''.

The '''Administer EPeople''' page opens.
|- style="border:1pt solid #000000;padding:0.176cm;"
|| Click on '''Add EPerson '''button
|| Now, we will add an '''EPerson''' using '''admin '''authority.

To do so, click on the '''Add EPerson''' button in the '''Administer EPeople''' section.
|- style="border:1pt solid #000000;padding:0.176cm;"
|| Point to '''Edit EPerson '''label
|| '''Edit EPerson''' page opens with some fields where we can type in the '''EPerson’s''' details.
|- style="border:1pt solid #000000;padding:0.176cm;"
|| Point to '''Email '''field
|| By default, '''DSpace''' generates an '''ID''' for every '''EPerson''' and the same is displayed in the '''Email''' field.
|- style="border:1pt solid #000000;padding:0.176cm;"
|| Remove the default '''ID'''

Email ID = [mailto:dspace.u5@gmail.com dspace.u5@gmail.com]
|| First remove the default '''ID''' in the '''Email '''field.

Then type the '''Email''' of a new '''EPerson''' to be created in '''DSpace'''.
|- style="border:1pt solid #000000;padding:0.176cm;"
|| '''Last name: Kumar'''

'''First name: Raj'''
|| I will type''' Last name '''and''' First name''' of the '''EPerson''' as shown here.
|- style="border:1pt solid #000000;padding:0.176cm;"
|| '''Language '''field
|| By default, the value for '''Language '''is set to '''English.'''
|- style="border:1pt solid #000000;padding:0.176cm;"
|| Tick a checkbox''' Can Log In'''
|| Next, enable the '''Can Log in '''checkbox by clicking on it.

It controls the '''login authority''' of '''EPerson'''.

If the checkbox is not selected, the '''EPerson''' cannot '''log in''' to '''DSpace.'''

If the checkbox is selected, the '''EPerson''' can '''log in''' to '''DSpace'''.
|- style="border:1pt solid #000000;padding:0.176cm;"
|| Point to''' Require Certificate '''field
|| For this demonstration, I will leave the '''Require Certificate '''checkbox unchecked.
|- style="border:1pt solid #000000;padding:0.176cm;"
|| Point to '''Reset password '''button
|| This is the '''Reset password '''button.

This allows the '''EPerson''' to set or reset the '''password''' of his '''DSpace user account'''.
|- style="border:1pt solid #000000;padding:0.176cm;"
|| Click on '''Reset password''' button

|| Click on the '''Reset password''' button.

By doing so, a new '''EPerson account''' will be created in '''DSpace''' based on our inputs.
|- style="border:1pt solid #000000;padding:0.176cm;"
|| Point to Notification message
|| A '''mail''' containing a '''link '''to reset the '''password,''' will be sent to the given '''mail id'''.
|- style="border:1pt solid #000000;padding:0.176cm;"
|| '''Log out''' from''' DSpace'''
|| Let us '''logout''' from the '''administrator account.'''
|- style="border:1pt solid #000000;padding:0.176cm;"
|| Access '''EPerson''' Email Account

Email ID = [mailto:dspace.u5@gmail.com dspace.u5@gmail.com]

Password: d$pace2019*
|| Now, we will '''log in''' to the '''mail account''' which we have specified in the '''Email Id''' field earlier.
|- style="border:1pt solid #000000;padding:0.176cm;"
|| Show '''Gmail''' Inbox and point to mail from''' DSpace'''
|| Here is the '''Change Password Request mail''' that we received from '''DSpace'''.
|- style="border:1pt solid #000000;padding:0.176cm;"
|| Click on the '''Change Password Request''' mail
|| Open the '''Change Password Request email.'''
|- style="border:1pt solid #000000;padding:0.176cm;"
|| Click '''URL '''in the Email
|| Click on the given '''URL''' to change the '''password.'''
|- style="border:1pt solid #000000;padding:0.176cm;"
|| Point to '''Enter New Password'''
|| '''Enter New Password''' page opens.
|- style="border:1pt solid #000000;padding:0.176cm;"
|| Type a Password
|| Type the new '''password'''.

I will type the '''password '''as '''u5pass.'''
|- style="border:1pt solid #000000;padding:0.176cm;"
|| Retype password
|| Retype the same '''password''' in the '''Again to Confirm''' field.
|- style="border:1pt solid #000000;padding:0.176cm;"
|| Click on '''Set New Password '''button
|| Then click on the '''Set New Password '''button at the bottom of the page.
|- style="border:1pt solid #000000;padding:0.176cm;"
|| Point to '''Password Changed '''message
|| '''Password Changed''' message is displayed.
|- style="border:1pt solid #000000;padding:0.176cm;"
|| Narration only
|| We have successfully created a new '''EPerson user''' using '''administrator authority.'''
|- style="border:1pt solid #000000;padding:0.176cm;"
|| Narration only
|| Next, we will learn how to edit the '''profile''' of an '''EPerson''' as an '''Admin'''.
|- style="border:1pt solid #000000;padding:0.176cm;"
|| Open DSpace interface
|| Open '''DSpace '''interface.
|- style="border:1pt solid #000000;padding:0.176cm;"
|| Show '''DSpace''' login interface

Email ID = [mailto:dspace.u5@gmail.com dspace.u1@gmail.com]

Password: u1pass
|| Log in to '''DSpace''' with '''administrator authority''' and go to the '''Administer''' page.
|- style="border:1pt solid #000000;padding:0.176cm;"
|| Click on '''Access Control '''
|| In the top '''navigation bar''', click on the tab '''Access Control.'''
|- style="border:1pt solid #000000;padding:0.176cm;"
|| Select '''E-people'''
|| From the drop-down list, select '''E-people'''.

The '''Administer EPeople''' page opens.
|- style="border:1pt solid #000000;padding:0.176cm;"
|| Click on''' Select E-person '''button
|| Click on the '''Select E-person''' button at the bottom of the page'''.'''
|- style="border:1pt solid #000000;padding:0.176cm;"
|| Point to '''Select E-people''' label
|| '''Select E-people''' popup window opens up.
|- style="border:1pt solid #000000;padding:0.176cm;"
|| Point to '''ID, E-mail, Last name, First name''' and '''Language'''
|| It displays all the '''users '''details like '''ID, E-mail, Last name, First name''' and '''Language.'''
|- style="border:1pt solid #000000;padding:0.176cm;"
|| Click '''Select '''button
|| To select a particular '''EPerson''', click on the '''Select '''button adjacent to the '''ID '''column.

I will select the '''user''' with '''email ID''' [mailto:dspace.u5@gmail.com dspace.u5@gmail.com]
|- style="border:1pt solid #000000;padding:0.176cm;"
|| Show selected '''EPerson '''
|| Immediately we will be redirected to the '''Administer EPeople '''page.

Here we can see the '''First name, Last name '''and '''Email id''' of the selected '''EPerson''' in the text box.
|- style="border:1pt solid #000000;padding:0.176cm;"
|| Click on the '''Edit '''button
|| To edit the '''profile''' for that '''EPerson''', click on the '''Edit''' button next to the text box.

Let me click the '''Edit''' button.
|- style="border:1pt solid #000000;padding:0.176cm;"
|| '''Edit EPerson '''form
|| '''Edit''' '''EPerson''' page opens along with the '''EPerson’s''' details.

These fields are editable.
|- style="border:1pt solid #000000;padding:0.176cm;"
|| Edit '''EPerson '''details

'''First Name : Rajesh'''
|| For this demonstration, I will update '''First Name''' as shown.
|- style="border:1pt solid #000000;padding:0.176cm;"
|| Click''' Save '''button
|| Click the '''Save''' button to update the details.
|- style="border:1pt solid #000000;padding:0.176cm;"
|| Narration only
|| The '''EPerson user’s profile''' is successfully updated.
|- style="border:1pt solid #000000;padding:0.176cm;"
|| Narration only
|| Likewise, we can also delete a '''user '''from '''DSpace'''.
|- style="border:1pt solid #000000;padding:0.176cm;"
|| Click on the '''Select E-person''' button

Select '''EPerson'''

'''dspace.u2@gmail.com'''
|| To do so, click on the '''Delete''' button in the '''Administer EPeople '''after selecting the '''user'''.

For this demonstration, I’m not deleting any '''user'''.
|- style="border:1pt solid #000000;padding:0.176cm;"
|| Only narration
|| Next, let us understand about '''Groups''' in '''DSpace'''.
|- style="border:1pt solid #000000;padding:0.176cm;"
|| Slide: '''Group '''in''' DSpace'''

|| * <div style="margin-left:1.27cm;margin-right:0cm;">'''Group''' in '''DSpace''' is a collection of '''EPersons'''.</div>

* <div style="margin-left:1.27cm;margin-right:0cm;">'''Administrator '''and '''Anonymous '''are two''' built-in groups '''in''' DSpace'''.</div>

|- style="border:1pt solid #000000;padding:0.176cm;"
|| Slide: '''Authority of Groups'''
|| * <div style="margin-left:1.27cm;margin-right:0cm;">'''Administrator''' '''group''' has full '''authority''' of '''DSpace'''.</div>

* <div style="margin-left:1.27cm;margin-right:0cm;">'''Anonymous''' '''group''' has only '''READ permissions''' in '''DSpace'''.</div>

|- style="border:1pt solid #000000;padding:0.176cm;"
|| Slide:Default '''Group '''creation
|| * <div style="margin-left:1.27cm;margin-right:0cm;">'''DSpace '''creates default '''groups '''for all the '''roles''' in''' '''the '''Community '''and''' Collection''' and </div>
* <div style="margin-left:1.27cm;margin-right:0cm;">Default '''read''' and '''write permissions''' are assigned to default '''groups'''.</div>

|- style="border:1pt solid #000000;padding:0.176cm;"
|| Slide: Custom '''Group '''Creation
|| * <div style="margin-left:1.27cm;margin-right:0cm;">Additionally, an '''Administrator''' can create custom '''groups.'''</div>
* <div style="margin-left:1.27cm;margin-right:0cm;">As per requirement, custom '''read '''and''' write permissions''' can be assigned to the custom '''groups'''.</div>

|- style="border:1pt solid #000000;padding:0.176cm;"
|| Narration only

Switch to '''DSpace'''
|| Now, let us proceed to create a custom '''group''' using '''admin authority.'''

Switch to '''DSpace''' Interface.
|- style="border:1pt solid #000000;padding:0.176cm;"
|| In the top Navigation bar, click on the tab '''Access Control'''
|| In the top '''navigation bar''', click on the '''Access Control '''tab.
|- style="border:1pt solid #000000;padding:0.176cm;"
|| From the drop down list select '''Groups'''.

'''Group Editor''' page
|| From the drop-down list, select '''Groups'''.

'''Group Editor''' page opens.
|- style="border:1pt solid #000000;padding:0.176cm;"
|| Point to''' Administrator '''and''' Anonymous Group'''
|| Here we can see two '''groups''': '''Administrator '''and '''Anonymous'''.
|- style="border:1pt solid #000000;padding:0.176cm;"
|| Click on''' Create New Group'''
|| To create a new '''group''', click on the '''Create New Group '''button in the '''Group Editor''' section.
|- style="border:1pt solid #000000;padding:0.176cm;"
|| Point to''' Edit Group '''label
|| '''Edit Group''' interface appears.
|- style="border:1pt solid #000000;padding:0.176cm;"
|| Point to''' Name''' field
|| By default, '''DSpace''' generates '''Group ID''' and assigns it in the '''Name''' field.
|- style="border:1pt solid #000000;padding:0.176cm;"
|| Remove the Group Name
|| Remove the default '''group '''name.
|- style="border:1pt solid #000000;padding:0.176cm;"
|| Set Group Name

'''Name: Content Submitters'''
|| Set the '''group''' name as “'''Content Submitters”'''.
|- style="border:1pt solid #000000;padding:0.176cm;"
|| Point to '''EPerson '''and''' Group '''fields
|| '''EPerson''' members and other existing '''groups,''' can be added as a member to the new '''group'''.
|- style="border:1pt solid #000000;padding:0.176cm;"
|| Click on '''Select E-people'''
|| Let us add the '''EPerson''' as a '''group''' member.

Click on the '''Select E-people''' button below the '''EPerson''' '''Members''' field.
|- style="border:1pt solid #000000;padding:0.176cm;"
|| Point to '''Select E-people '''window''' '''
|| The '''Select E-people '''pop up window opens up.
|- style="border:1pt solid #000000;padding:0.176cm;"
|| Click on''' Add '''button
|| Click on the '''Add '''button adjacent to the '''ID '''of the respective '''EPerson.'''

Let us add a new '''user''' with the '''email ID''' [mailto:dspace.u5@gmail.com dspace.u2@gmail.com].

Also add another '''user''' with the '''email ID''' [mailto:dspace.u5@gmail.com dspace.u5@gmail.com].
|- style="border:1pt solid #000000;padding:0.176cm;"
|| Click on the '''Close '''button
|| If you wish to add more members, then repeat the same steps.

Once done, close the '''Select E-people '''popup''' '''window by clicking on the '''Close''' button.
|- style="border:1pt solid #000000;padding:0.176cm;"
|| Point to the added user in the '''EPerson Members''' field
|| Immediately the selected '''user''' will be added to the '''EPerson''' '''Members''' field.
|- style="border:1pt solid #000000;padding:0.176cm;"
||

Select '''EPerson''' from '''EPerson Member '''field
|| We can also remove a member from a''' group.'''

To do so, first select the respective member''' '''to be removed from the '''EPerson Member '''field.
|- style="border:1pt solid #000000;padding:0.176cm;"
|| Point on the '''Remove Selected '''button
|| Click on the '''Remove Selected '''button, below the '''EPerson Member '''field.

For this demonstration, I’m not removing any '''user'''.
|- style="border:1pt solid #000000;padding:0.176cm;"
|| Click on '''Update Group'''
|| Once done, click on the '''Update Group''' button at the bottom of the page, to update the changes.

Let us cross verify all these changes.
|- style="border:1pt solid #000000;padding:0.176cm;"
|| In the top Navigation bar, click on the tab '''Access Control'''
|| In the top '''navigation bar''', click on the '''Access Control '''tab.
|- style="border:1pt solid #000000;padding:0.176cm;"
|| From the drop down list select '''Groups'''.

|| From the drop-down list, select '''Groups'''.

'''Group Editor''' page opens.
|- style="border:1pt solid #000000;padding:0.176cm;"
|| Point to''' Content Submitters Group'''
|| Here we can see our new '''group “Content Submitters”.'''

We have now successfully created a new '''group''' and added members to it.
|- style="border:1pt solid #000000;padding:0.176cm;"
|| '''Logout from DSpace'''
|| Let us '''logout''' this '''user '''from the '''DSpace''' interface.
|- style="border:1pt solid #000000;padding:0.176cm;"
|| Only Narration
|| This brings us to the end of this tutorial.

Let us summarise.
|- style="border:1pt solid #000000;padding:0.176cm;"
|| <span style="background-color:#ffffff;">Slide: </span>Summary

|| In this tutorial we learnt to :* <div style="margin-left:1.27cm;margin-right:0cm;">Manage '''EPersons''' and</div>
* <div style="margin-left:1.27cm;margin-right:0cm;">Create a '''Group''' of '''EPersons '''and manage them</div>

|- style="border:1pt solid #000000;padding:0.176cm;"
|| Slide: Assignment
|| As an assignment,* <div style="margin-left:1.27cm;margin-right:0cm;"><span style="background-color:#ffffff;">Create a “</span><span style="background-color:#ffffff;">'''Content Reviewers”'''</span><span style="background-color:#ffffff;"> </span><span style="background-color:#ffffff;">'''group'''</span><span style="background-color:#ffffff;">.</span></div>
* <div style="margin-left:1.27cm;margin-right:0cm;"><span style="background-color:#ffffff;">As a </span><span style="background-color:#ffffff;">'''group '''</span><span style="background-color:#ffffff;">member, add the 2 new </span><span style="background-color:#ffffff;">'''EPersons'''</span><span style="background-color:#ffffff;"> that were created earlier in the series.</span></div>

|- style="border:1pt solid #000000;padding:0.176cm;"
|| Slide : About Spoken Tutorial project
|| The video at the following link summarises the '''Spoken Tutorial project.'''

Please download and watch it.
|- style="border:1pt solid #000000;padding:0.176cm;"
|| Slide : Spoken Tutorial workshops

|| The '''Spoken Tutorial Project''' team conducts workshops and gives certificates.

For more details, please write to us.
|- style="background-color:#ffffff;border:1pt solid #000000;padding:0.176cm;"
|| Slide: Answers for THIS Spoken Tutorial
|| Please post your timed queries in this Forum.
|- style="border:1pt solid #000000;padding:0.176cm;"
|| Slide: Acknowledgement -I
|| '''Spoken Tutorial project''' is funded by MHRD, Government of India.
|- style="border:1pt solid #000000;padding:0.176cm;"
|| Slide: Acknowledgement -II

|| '''DSpace spoken tutorial''' series is funded by the National Virtual Library of India, Ministry of Culture, Government of India.
|- style="border:1pt solid #000000;padding:0.176cm;"
|| Narration only

|| This script and the video for this tutorial was contributed by '''Pankaj Patil''' from''' IIT Bombay.'''

This is '''Nancy Varkey '''signing off. Thank you for joining.
|-
|}

DSpace/C2/Managing-DSpace-user-accounts/English - Revision history

Nancyvarkey at 07:57, 21 July 2020

Pankajpatil694 at 19:11, 17 July 2020

Pankajpatil694: Created page with "'''Script: Managing DSpace user accounts''' '''Author : Pankaj Patil''' '''Keywords: Manage EPersons, DSpace Group, Create DSpace Group, Add EPerson, Edit EPerson profile,..."