Nancyvarkey at 07:20, 22 July 2016

2016-07-22T07:20:03Z

Priyacst: Created page with "'''Title:''' Drupal People Management '''Keywords: Drupal, Video tutorial, People Management, super user, adding role''' {| style="border-spacing:0;" | style="border:1pt s..."

2016-07-15T10:06:49Z

Created page with "'''Title:''' Drupal People Management '''Keywords: Drupal, Video tutorial, People Management, super user, adding role''' {| style="border-spacing:0;" | style="border:1pt s..."

New page

'''Title:''' Drupal People Management

'''Keywords: Drupal, Video tutorial, People Management, super user, adding role'''

{| style="border-spacing:0;"
| style="border:1pt solid #000000;padding:0.097cm;"| <center>Visual Cue</center>
| style="border:1pt solid #000000;padding:0.097cm;"| <center>Narration</center>

|-
| style="border:1pt solid #000000;padding:0.097cm;"| Slide 1:

'''Drupal People Management'''
| style="border:1pt solid #000000;padding:0.097cm;"| Welcome to the Spoken tutorial on''' Drupal People Management.'''

|-
| style="border:1pt solid #000000;padding:0.097cm;"| Slide 2:

Learning Objectives

| style="border:1pt solid #000000;padding:0.097cm;"| In this tutorial, we will learn about

* People Management and
* Setting up specific task-based roles.

|-
| style="border:1pt solid #000000;padding:0.097cm;"| Slide 3:

System requirement

| style="border:1pt solid #000000;padding:0.097cm;"| To record this tutorial, I am using

* Ubuntu Linux Operating System
* Drupal 8 and
* Firefox Web browser

You can use any web browser as per your choice.

|}

{| style="border-spacing:0;"
| style="border:1pt solid #000000;padding-top:0.185cm;padding-bottom:0.185cm;padding-left:0.159cm;padding-right:0.185cm;"| '''Time'''
| style="border:1pt solid #000000;padding-top:0.185cm;padding-bottom:0.185cm;padding-left:0.159cm;padding-right:0.185cm;"| '''Narration'''

|-
| style="border:1pt solid #000000;padding-top:0.185cm;padding-bottom:0.185cm;padding-left:0.159cm;padding-right:0.185cm;"| 00:10
| style="border:1pt solid #000000;padding-top:0.185cm;padding-bottom:0.185cm;padding-left:0.159cm;padding-right:0.185cm;"| Lets learn about''' People management'''.

|-
| style="border:1pt solid #000000;padding-top:0.185cm;padding-bottom:0.185cm;padding-left:0.159cm;padding-right:0.185cm;"| 00:15
| style="border:1pt solid #000000;padding-top:0.185cm;padding-bottom:0.185cm;padding-left:0.159cm;padding-right:0.185cm;"| I have switched back to the''' ZIRCON theme''' and we will keep this '''theme''' for the rest of this tutorial.

|-
| style="border:1pt solid #000000;padding-top:0.185cm;padding-bottom:0.185cm;padding-left:0.159cm;padding-right:0.185cm;"| 00:20
| style="border:1pt solid #000000;padding-top:0.185cm;padding-bottom:0.185cm;padding-left:0.159cm;padding-right:0.185cm;"| '''People management''' is really very important.

It’s actually very complicated to get right.

We have to do it just once but correctly.

|-
| style="border:1pt solid #000000;padding-top:0.185cm;padding-bottom:0.185cm;padding-left:0.159cm;padding-right:0.185cm;"| 00:32
| style="border:1pt solid #000000;padding-top:0.185cm;padding-bottom:0.185cm;padding-left:0.159cm;padding-right:0.185cm;"| Let’s click on''' People.'''

'''People''' in''' Drupal''' are given''' roles''' that have''' permissions'''.

|-
| style="border:1pt solid #000000;padding-top:0.185cm;padding-bottom:0.185cm;padding-left:0.159cm;padding-right:0.185cm;"| 00:45
| style="border:1pt solid #000000;padding-top:0.185cm;padding-bottom:0.185cm;padding-left:0.159cm;padding-right:0.185cm;"| Through the permission structure,''' Drupal''' allows us to control what''' people''' can see and what''' people''' can do.

|-
| style="border:1pt solid #000000;padding-top:0.185cm;padding-bottom:0.185cm;padding-left:0.159cm;padding-right:0.185cm;"| 00:53
| style="border:1pt solid #000000;padding-top:0.185cm;padding-bottom:0.185cm;padding-left:0.159cm;padding-right:0.185cm;"| Now it’s important to remember a few things here.

|-
| style="border:1pt solid #000000;padding-top:0.185cm;padding-bottom:0.185cm;padding-left:0.159cm;padding-right:0.185cm;"| 00:57
| style="border:1pt solid #000000;padding-top:0.185cm;padding-bottom:0.185cm;padding-left:0.159cm;padding-right:0.185cm;"| Remember that you are user no.1 - that is the''' super user'''.

|-
| style="border:1pt solid #000000;padding-top:0.185cm;padding-bottom:0.185cm;padding-left:0.159cm;padding-right:0.185cm;"| 01:00
| style="border:1pt solid #000000;padding-top:0.185cm;padding-bottom:0.185cm;padding-left:0.159cm;padding-right:0.185cm;"| Nobody can change your permissions.

|-
| style="border:1pt solid #000000;padding-top:0.185cm;padding-bottom:0.185cm;padding-left:0.159cm;padding-right:0.185cm;"| 01:05
| style="border:1pt solid #000000;padding-top:0.185cm;padding-bottom:0.185cm;padding-left:0.159cm;padding-right:0.185cm;"| There is a user below that’s called''' ADMINISTRATOR'''.

|-
| style="border:1pt solid #000000;padding-top:0.185cm;padding-bottom:0.185cm;padding-left:0.159cm;padding-right:0.185cm;"| 01:09
| style="border:1pt solid #000000;padding-top:0.185cm;padding-bottom:0.185cm;padding-left:0.159cm;padding-right:0.185cm;"| '''Administrators''' are generally given permission to manage the entire site.

But still they are not as high as''' User No.1'''.

|-
| style="border:1pt solid #000000;padding-top:0.185cm;padding-bottom:0.185cm;padding-left:0.159cm;padding-right:0.185cm;"| 01:19
| style="border:1pt solid #000000;padding-top:0.185cm;padding-bottom:0.185cm;padding-left:0.159cm;padding-right:0.185cm;"| '''Authenticated Users''' are logged in people who have certain rights.

Lastly,''' Anonymous Users''' are visitors who are not logged in.

|-
| style="border:1pt solid #000000;padding-top:0.185cm;padding-bottom:0.185cm;padding-left:0.159cm;padding-right:0.185cm;"| 01:28
| style="border:1pt solid #000000;padding-top:0.185cm;padding-bottom:0.185cm;padding-left:0.159cm;padding-right:0.185cm;"| Usually,''' Anonymous Users''' can just view the content that’s not protected and do nothing else.

|-
| style="border:1pt solid #000000;padding-top:0.185cm;padding-bottom:0.185cm;padding-left:0.159cm;padding-right:0.185cm;"| 01:33
| style="border:1pt solid #000000;padding-top:0.185cm;padding-bottom:0.185cm;padding-left:0.159cm;padding-right:0.185cm;"| Another important thing to remember is, to set up roles that are specific to the tasks on the''' site'''.

|-
| style="border:1pt solid #000000;padding-top:0.185cm;padding-bottom:0.185cm;padding-left:0.159cm;padding-right:0.185cm;"| 01:42
| style="border:1pt solid #000000;padding-top:0.185cm;padding-bottom:0.185cm;padding-left:0.159cm;padding-right:0.185cm;"| Suppose we have a summer intern who is only allowed to update''' Events.'''

Not''' Articles''' or''' Pages''' or''' User Groups'''.

|-
| style="border:1pt solid #000000;padding-top:0.185cm;padding-bottom:0.185cm;padding-left:0.159cm;padding-right:0.185cm;"| 01:51
| style="border:1pt solid #000000;padding-top:0.185cm;padding-bottom:0.185cm;padding-left:0.159cm;padding-right:0.185cm;"| This summer intern needs to have his/her own role, so that you can manage the permissions.

|-
| style="border:1pt solid #000000;padding-top:0.185cm;padding-bottom:0.185cm;padding-left:0.159cm;padding-right:0.185cm;"| 01:59
| style="border:1pt solid #000000;padding-top:0.185cm;padding-bottom:0.185cm;padding-left:0.159cm;padding-right:0.185cm;"| We will set that up shortly..

|-
| style="border:1pt solid #000000;padding-top:0.185cm;padding-bottom:0.185cm;padding-left:0.159cm;padding-right:0.185cm;"| 02:02
| style="border:1pt solid #000000;padding-top:0.185cm;padding-bottom:0.185cm;padding-left:0.159cm;padding-right:0.185cm;"| For now, let’s click on''' Permissions''' tab.

Scroll down slowly and see what’s available.

|-
| style="border:1pt solid #000000;padding-top:0.185cm;padding-bottom:0.185cm;padding-left:0.159cm;padding-right:0.185cm;"| 02:10
| style="border:1pt solid #000000;padding-top:0.185cm;padding-bottom:0.185cm;padding-left:0.159cm;padding-right:0.185cm;"| The list gets longer and longer and longer -

* for every''' Content type''' we add,
* for every''' Module''' we add and
* for every''' View''' we build.

|-
| style="border:1pt solid #000000;padding-top:0.185cm;padding-bottom:0.185cm;padding-left:0.159cm;padding-right:0.185cm;"| 02:45
| style="border:1pt solid #000000;padding-top:0.185cm;padding-bottom:0.185cm;padding-left:0.159cm;padding-right:0.185cm;"| '''People management''' in''' Drupal''' is about what people can do.

|-
| style="border:1pt solid #000000;padding-top:0.185cm;padding-bottom:0.185cm;padding-left:0.159cm;padding-right:0.185cm;"| 02:50
| style="border:1pt solid #000000;padding-top:0.185cm;padding-bottom:0.185cm;padding-left:0.159cm;padding-right:0.185cm;"| Next, we will add a new role, give it some permissions and test it out.

|}

{| style="border-spacing:0;"
| style="border:1pt solid #000000;padding:0.132cm;"| '''Time'''
| style="border:1pt solid #000000;padding:0.132cm;"| '''Narration'''

|-
| style="border:1pt solid #000000;padding:0.132cm;"| 00:05
| style="border:1pt solid #000000;padding:0.132cm;"| Let’s click''' Roles'''.

|-
| style="border:1pt solid #000000;padding:0.132cm;"| 00:10
| style="border:1pt solid #000000;padding:0.132cm;"| Let’s add a new role here called''' Summer Intern'''.

|-
| style="border:1pt solid #000000;padding:0.132cm;"| 00:18
| style="border:1pt solid #000000;padding:0.132cm;"| '''Drupal''' will give it a machine name, as always.

Click''' Save'''.

|-
| style="border:1pt solid #000000;padding:0.132cm;"| 00:23
| style="border:1pt solid #000000;padding:0.132cm;"| Now we have a new role''' Summer Intern,''' that doesn’t have any permissions yet.

|-
| style="border:1pt solid #000000;padding:0.132cm;"| 00:27
| style="border:1pt solid #000000;padding:0.132cm;"| I like to move my roles in the order of ability or permissions.

It just helps me to see the roles in a logical order - who has what permissions.

|-
| style="border:1pt solid #000000;padding:0.132cm;"| 00:40
| style="border:1pt solid #000000;padding:0.132cm;"| Let’s click''' Save order'''.

Now we need to give our new role some permissions.

|-
| style="border:1pt solid #000000;padding:0.132cm;"| 00:47
| style="border:1pt solid #000000;padding:0.132cm;"| Click on''' Permissions''' tab.

We can see that this page is the overview of everybody’s permissions.

|-
| style="border:1pt solid #000000;padding:0.132cm;"| 00:52
| style="border:1pt solid #000000;padding:0.132cm;"| Let’s go back for a second by clicking on''' Roles''' tab.

Click on''' Summer Intern''' and select''' Edit permissions'''.

|-
| style="border:1pt solid #000000;padding:0.132cm;"| 01:00
| style="border:1pt solid #000000;padding:0.132cm;"| Now we just see the permissions for the''' Summer Intern''' and it’s a little bit easier.

|-
| style="border:1pt solid #000000;padding:0.132cm;"| 01:05
| style="border:1pt solid #000000;padding:0.132cm;"| Scroll down and locate the''' Content type''' called''' Events''' - it’s about half way down for me.

|-
| style="border:1pt solid #000000;padding:0.132cm;"| 01:15
| style="border:1pt solid #000000;padding:0.132cm;"| Here, let’s say the''' Summer Intern''' can

* Create new events
* Delete only their own events and
* Edit only their own events.

|-
| style="border:1pt solid #000000;padding:0.132cm;"| 01:26
| style="border:1pt solid #000000;padding:0.132cm;"| What we’re not going to allow the''' Summer Intern''' to do is -

* Delete other people’s content,
* Delete revisions,
* Edit any other events that they’ve not created.

|-
| style="border:1pt solid #000000;padding:0.132cm;"| 01:37
| style="border:1pt solid #000000;padding:0.132cm;"| We are also not going to allow them to revert back to an old version.

We will give our editors those particular powers.

|-
| style="border:1pt solid #000000;padding:0.132cm;"| 01:47
| style="border:1pt solid #000000;padding:0.132cm;"| This is a pretty limited role.

Now scroll all the way down to the bottom and click''' Save permissions'''.

|-
| style="border:1pt solid #000000;padding:0.132cm;"| 01:55
| style="border:1pt solid #000000;padding:0.132cm;"| And notice again -

* they can’t edit views,
* they edit books,
* they can’t even post comments without somebody approving it.

|-
| style="border:1pt solid #000000;padding:0.132cm;"| 02:05
| style="border:1pt solid #000000;padding:0.132cm;"| So, this is a very limited role.

The third step is to add a person.

We have set up the roles, added the permissions.

|-
| style="border:1pt solid #000000;padding:0.132cm;"| 02:15
| style="border:1pt solid #000000;padding:0.132cm;"| Now, let’s add a user and here we can give a fake email address.

It just has to be in a valid format.

I’ll just say [mailto:intern@email.com intern][mailto:intern@email.com @][mailto:intern@email.com email][mailto:intern@email.com .][mailto:intern@email.com com] because we’re not going to actually email them.

|-
| style="border:1pt solid #000000;padding:0.132cm;"| 02:28
| style="border:1pt solid #000000;padding:0.132cm;"| In''' Username''', we’ll type''' Sam''' and we’ll use''' sam''' as the password also.

It is a very insecure password. But it is fine for now, as this is a local machine.

|-
| style="border:1pt solid #000000;padding:0.132cm;"| 02:37
| style="border:1pt solid #000000;padding:0.132cm;"| We need to change the''' Status''' to''' Active.'''

And he should have the''' Summer Intern''' role.

We can add a picture if we want to.

|-
| style="border:1pt solid #000000;padding:0.132cm;"| 02:46
| style="border:1pt solid #000000;padding:0.132cm;"| For now, we will turn off the''' Personal contact form.''' Because summer interns don’t need to be contacted.

|-
| style="border:1pt solid #000000;padding:0.132cm;"| 02:50
| style="border:1pt solid #000000;padding:0.132cm;"| Lastly, click''' Create new account'''.

|-
| style="border:1pt solid #000000;padding:0.132cm;"| 02:55
| style="border:1pt solid #000000;padding:0.132cm;"| The success messages tells us that

* Our account is created for '''Sam''' and
* No email has been sent.

|-
| style="border:1pt solid #000000;padding:0.132cm;"| 03:00
| style="border:1pt solid #000000;padding:0.132cm;"| So, now on our user list, we can see''' Sam'''.

When we set up new users like this, a very important thing to do, is to test.

|-
| style="border:1pt solid #000000;padding:0.132cm;"| 03:10
| style="border:1pt solid #000000;padding:0.132cm;"| Let’s logout and login as''' Sam''' and test.

But the problem is - what happens if''' Sam''' was a real user and he decides to change his password.

We can not just randomly change other people’s password when we need to test their accounts.

|-
| style="border:1pt solid #000000;padding:0.132cm;"| 03:23
| style="border:1pt solid #000000;padding:0.132cm;"| That’s not ethical.

|-
| style="border:1pt solid #000000;padding:0.132cm;"| 03:25
| style="border:1pt solid #000000;padding:0.132cm;"| There is a fantastic''' module''' at''' drupal.org/project/masquerade'''.

|-
| style="border:1pt solid #000000;padding:0.132cm;"| 03:31
| style="border:1pt solid #000000;padding:0.132cm;"| The''' Masquerade module''' allows us to do exactly what it says - masquerade as somebody else.

We can masquerade as the''' Summer Intern''' to find out if we have set their permissions correctly.

|-
| style="border:1pt solid #000000;padding:0.132cm;"| 03:43
| style="border:1pt solid #000000;padding:0.132cm;"| I have already installed '''Masquerade module '''in my machine.

Please install it in your machine also.

You may refer to the tutorial “Adding functionalities using Modules” for installing new modules.

For your convenience the '''Masquerade module''' is provided in the '''Code Files '''link in the webpage of this tutorial.

Please download and install it.

|-
| style="border:1pt solid #000000;padding:0.132cm;"| Screenshot
| style="border:1pt solid #000000;padding:0.132cm;"| Once it is installed, you can see a new link '''Unmasquerade '''in the login area.

|-
| style="border:1pt solid #000000;padding:0.132cm;"| Screenshot
| style="border:1pt solid #000000;padding:0.132cm;"| To use the '''Masquerade''', go to the '''People '''page'''.'''

Click on the '''Edit''' drop down of the user '''Sam''' and select '''Masquerade as'''.

|-
| style="border:1pt solid #000000;padding:0.132cm;"| 04:00
| style="border:1pt solid #000000;padding:0.132cm;"| Notice that as soon as we '''Masquerade''' as''' Sam''', the toolbars are gone.

This is because the role of the user '''Sam '''does not have permissions to use administrator toolbars.

When we click on''' Add content''', the only thing we are able to create is an event.

So far so good.

|-
| style="border:1pt solid #000000;padding:0.132cm;"| 04:20
| style="border:1pt solid #000000;padding:0.132cm;"| If we click on''' Our Drupal Manual''' and then on''' Installing Drupal''', we can’t edit. There are no tabs.

Same thing if we go to the''' Forums.'''

|-
| style="border:1pt solid #000000;padding:0.132cm;"| 04:30
| style="border:1pt solid #000000;padding:0.132cm;"| And once again we can not edit.

We are able to leave a''' comment'''. But it won’t be automatically approved.

|-
| style="border:1pt solid #000000;padding:0.132cm;"| 04:38
| style="border:1pt solid #000000;padding:0.132cm;"| Once again, we can click on an event but we are not able to edit it or delete it.

|-
| style="border:1pt solid #000000;padding:0.132cm;"| 04:50
| style="border:1pt solid #000000;padding:0.132cm;"| It looks like our permissions are right.

|-
| style="border:1pt solid #000000;padding:0.132cm;"| screenshot
| style="border:1pt solid #000000;padding:0.132cm;"| Now go back to the administrator role by clicking on '''Unmasquerade '''link.

|}

{| style="border-spacing:0;"
| style="border:1pt solid #000000;padding:0.097cm;"|
| style="border:1pt solid #000000;padding:0.097cm;"| With this we come to the end of this tutorial.

|-
| style="border:1pt solid #000000;padding:0.097cm;"| Slide 5:

Summary

| style="border:1pt solid #000000;padding:0.097cm;"| Let us summarize.

In this tutorial we have learnt about

* People Management and
* Adding a new user

|-
| style="border:1pt solid #000000;padding:0.097cm;"| Slide 6:

Acknowledgement

| style="border:1pt solid #000000;padding:0.097cm;"| This video is

* adapted from Acquia and OSTraining
* and revised by Spoken Tutorial Project, IIT Bombay.

|-
| style="border:1pt solid #000000;padding:0.097cm;"| Slide 7:

Acknowledgement

| style="border:1pt solid #000000;padding:0.097cm;"| The video at this link summarises the Spoken Tutorial project.

Pls download and watch it.

|-
| style="border:1pt solid #000000;padding:0.097cm;"| Slide 8:

Spoken Tutorial Workshops

| style="border:1pt solid #000000;padding:0.097cm;"| The Spoken Tutorial Project Team conducts workshops and gives certificates.

For more details, please write to us.

|-
| style="border:1pt solid #000000;padding:0.097cm;"| Slide 9:

Acknowledgement

| style="border:1pt solid #000000;padding:0.097cm;"| Spoken Tutorial Project is funded by

* NMEICT, Ministry of Human Resource Development and
* NVLI, Ministry of Culture

Government of India.

|-
| style="border:1pt solid #000000;padding:0.097cm;"|
| style="border:1pt solid #000000;padding:0.097cm;"| This is Ameesha Bhorkhade signing off.

Thanks for joining.

|}

Drupal/C3/People-Management/English - Revision history

Nancyvarkey at 07:20, 22 July 2016

Priyacst: Created page with "'''Title:''' Drupal People Management '''Keywords: Drupal, Video tutorial, People Management, super user, adding role''' {| style="border-spacing:0;" | style="border:1pt s..."