Difference between revisions of "DSpace/C2/Managing-DSpace-user-accounts/English"

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Line 34: Line 34:
 
* Installed '''DSpace 6.3''' on your system
 
* Installed '''DSpace 6.3''' on your system
 
* '''Tomcat''' service should be running
 
* '''Tomcat''' service should be running
−
* '''Administrator’s''' authority in '''DSpace'''
+
* '''Administrator’s authority''' in '''DSpace'''
  
 
|-  
 
|-  
 
|| Slide: Prerequisites - II
 
|| Slide: Prerequisites - II
 
||  
 
||  
−
* A working internet connection
+
* A working '''internet connection'''
 
* If not then please go through the prerequisite tutorials on this website.
 
* If not then please go through the prerequisite tutorials on this website.
  
Line 51: Line 51:
 
|| Slide: Manage '''EPersons'''  
 
|| Slide: Manage '''EPersons'''  
 
|| '''DSpace administrator''' can manage all the '''EPerson users.'''
 
|| '''DSpace administrator''' can manage all the '''EPerson users.'''
−
'''DSpace''' '''administrator''' can
+
 
 +
 
 +
'''DSpace administrator''' can
 
* Add an '''EPerson'''
 
* Add an '''EPerson'''
−
* Edit an '''EPerson’s''' profile and
+
* Edit an '''EPerson’s profile''' and
 
* Delete an '''EPerson'''
 
* Delete an '''EPerson'''
 +
 
Let us learn how to manage '''EPerson users'''.
 
Let us learn how to manage '''EPerson users'''.
 
|-  
 
|-  
Line 78: Line 81:
 
|-  
 
|-  
 
|| Click on '''Access Control '''
 
|| Click on '''Access Control '''
−
|| In the top '''navigation bar''', click on the '''Access Control '''tab'''.'''
+
|| In the top '''navigation bar''', click on the '''Access Control '''tab.
 
|-  
 
|-  
 
|| Select '''E-people'''
 
|| Select '''E-people'''
 
|| From the drop-down list, select '''E-people'''.
 
|| From the drop-down list, select '''E-people'''.
 +
 
The '''Administer EPeople''' page opens.
 
The '''Administer EPeople''' page opens.
 
|-  
 
|-  
 
|| Click on '''Add EPerson '''button
 
|| Click on '''Add EPerson '''button
−
|| Now, we will add an '''EPerson''' using '''admin '''authority.
+
|| Now, we will add an '''EPerson''' using '''admin authority'''.
 +
 
 
To do so, click on the '''Add EPerson''' button in the '''Administer EPeople''' section.
 
To do so, click on the '''Add EPerson''' button in the '''Administer EPeople''' section.
 
|-  
 
|-  
Line 117: Line 122:
 
|| Point to '''Reset password '''button
 
|| Point to '''Reset password '''button
 
|| This is the '''Reset password '''button.
 
|| This is the '''Reset password '''button.
 +
 +
 
This allows the '''EPerson''' to set or reset the '''password''' of his '''DSpace user account'''.
 
This allows the '''EPerson''' to set or reset the '''password''' of his '''DSpace user account'''.
 
|-  
 
|-  
 
|| Click on '''Reset password''' button
 
|| Click on '''Reset password''' button
 
|| Click on the '''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.
 
By doing so, a new '''EPerson account''' will be created in '''DSpace''' based on our inputs.
 
|-  
 
|-  
Line 171: Line 180:
 
Email ID = dspace.u1@gmail.com
 
Email ID = dspace.u1@gmail.com
 
Password: u1pass  
 
Password: u1pass  
−
|| Log in to '''DSpace''' with '''administrator authority''' and go to the '''Administer''' page.
+
|| Log in to '''DSpace''' with '''administrator authority'''.
 +
 
 +
And go to the '''Administer''' page.
 
|-  
 
|-  
 
|| Click on '''Access Control '''
 
|| Click on '''Access Control '''
Line 181: Line 192:
 
|-  
 
|-  
 
|| Click on''' Select E-person '''button
 
|| Click on''' Select E-person '''button
−
|| Click on the '''Select E-person''' button at the bottom of the page'''.'''
+
|| Click on the '''Select E-person''' button at the bottom of the page.
 
|-  
 
|-  
 
|| Point to '''Select E-people''' label
 
|| Point to '''Select E-people''' label
Line 191: Line 202:
 
|| Click '''Select '''button
 
|| Click '''Select '''button
 
|| To select a particular '''EPerson''', click on the '''Select '''button adjacent to the '''ID '''column.
 
|| To select a particular '''EPerson''', click on the '''Select '''button adjacent to the '''ID '''column.
−
I will select the '''user''' with '''email ID''' dspace.u5@gmail.com
+
 
 +
 
 +
I will select the '''user''' with '''email ID dspace.u5@gmail.com'''.
 
|-  
 
|-  
 
|| Show selected '''EPerson '''
 
|| Show selected '''EPerson '''
 
|| Immediately we will be redirected to the '''Administer EPeople '''page.
 
|| 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.
 
Here we can see the '''First name, Last name '''and '''Email id''' of the selected '''EPerson''' in the text box.
 
|-  
 
|-  
 
|| Click on the '''Edit '''button
 
|| Click on the '''Edit '''button
 
|| To edit the '''profile''' for that '''EPerson''', click on the '''Edit''' button next to the text box.
 
|| To edit the '''profile''' for that '''EPerson''', click on the '''Edit''' button next to the text box.
 +
 +
 
Let me click the '''Edit''' button.
 
Let me click the '''Edit''' button.
 
|-  
 
|-  
 
|| '''Edit EPerson '''form
 
|| '''Edit EPerson '''form
−
|| '''Edit''' '''EPerson''' page opens along with the '''EPerson’s''' details.
+
|| '''Edit EPerson''' page opens along with the '''EPerson’s''' details.
 +
 
 +
 
 
These fields are editable.
 
These fields are editable.
 
|-  
 
|-  
Line 222: Line 241:
 
'''dspace.u2@gmail.com'''
 
'''dspace.u2@gmail.com'''
 
|| To do so, click on the '''Delete''' button in the '''Administer EPeople '''after selecting the '''user'''.
 
|| 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'''.
 
For this demonstration, I’m not deleting any '''user'''.
 
|-  
 
|-  
Line 234: Line 255:
 
|| Slide: '''Authority of Groups'''
 
|| Slide: '''Authority of Groups'''
 
||
 
||
−
* '''Administrator''' '''group''' has full '''authority''' of '''DSpace'''.
+
* '''Administrator group''' has full '''authority''' of '''DSpace'''.
−
* '''Anonymous''' '''group''' has only '''READ permissions''' in '''DSpace'''.
+
* '''Anonymous group''' has only '''READ permissions''' in '''DSpace'''.
 
|-  
 
|-  
 
|| Slide:Default '''Group '''creation
 
|| Slide:Default '''Group '''creation
 
||  
 
||  
−
* '''DSpace '''creates default '''groups '''for all the '''roles''' in''' '''the '''Community '''and''' Collection''' and  
+
* '''DSpace '''creates default '''groups '''for all the '''roles''' in the '''Community '''and''' Collection''' and  
 
* Default '''read''' and '''write permissions''' are assigned to default '''groups'''.
 
* Default '''read''' and '''write permissions''' are assigned to default '''groups'''.
 
|-  
 
|-  
Line 250: Line 271:
 
Switch to '''DSpace'''
 
Switch to '''DSpace'''
 
|| Now, let us proceed to create a custom '''group''' using '''admin authority.'''
 
|| Now, let us proceed to create a custom '''group''' using '''admin authority.'''
−
Switch to '''DSpace''' Interface.
+
 
 +
 
 +
Switch to '''DSpace''' interface.
 
|-  
 
|-  
 
|| In the top Navigation bar, click on the tab '''Access Control'''
 
|| In the top Navigation bar, click on the tab '''Access Control'''
Line 258: Line 281:
 
'''Group Editor''' page
 
'''Group Editor''' page
 
|| From the drop-down list, select '''Groups'''.
 
|| From the drop-down list, select '''Groups'''.
 +
 +
 
'''Group Editor''' page opens.
 
'''Group Editor''' page opens.
 
|-  
 
|-  
 
|| Point to''' Administrator '''and''' Anonymous Group'''
 
|| Point to''' Administrator '''and''' Anonymous Group'''
−
|| Here we can see two '''groups''': '''Administrator '''and '''Anonymous'''.
+
|| Here we can see two '''groups: Administrator '''and '''Anonymous'''.
 
|-  
 
|-  
 
|| Click on''' Create New Group'''
 
|| Click on''' Create New Group'''
Line 277: Line 302:
 
|| Set Group Name
 
|| Set Group Name
 
'''Name: Content Submitters'''
 
'''Name: Content Submitters'''
−
|| Set the '''group''' name as “'''Content Submitters”'''.
+
|| Set the '''group''' name as '''“Content Submitters”'''.
 
|-  
 
|-  
 
|| Point to '''EPerson '''and''' Group '''fields
 
|| Point to '''EPerson '''and''' Group '''fields
Line 284: Line 309:
 
|| Click on '''Select E-people'''
 
|| Click on '''Select E-people'''
 
|| Let us add the '''EPerson''' as a '''group''' member.
 
|| Let us add the '''EPerson''' as a '''group''' member.
−
Click on the '''Select E-people''' button below the '''EPerson''' '''Members''' field.  
+
Click on the '''Select E-people''' button below the '''EPerson Members''' field.  
 
|-  
 
|-  
 
|| Point to '''Select E-people '''window''' '''
 
|| Point to '''Select E-people '''window''' '''
Line 291: Line 316:
 
|| Click on''' Add '''button
 
|| Click on''' Add '''button
 
|| Click on the '''Add '''button adjacent to the '''ID '''of the respective '''EPerson.'''
 
|| Click on the '''Add '''button adjacent to the '''ID '''of the respective '''EPerson.'''
−
Let us add a new '''user''' with the '''email ID''' dspace.u2@gmail.com.
+
 
−
Also add another '''user''' with the '''email ID''' dspace.u5@gmail.com.
+
 
 +
Let us add a new '''user''' with the '''email ID dspace.u2@gmail.com'''.
 +
 
 +
 
 +
Also add another '''user''' with the '''email ID dspace.u5@gmail.com'''.
 
|-  
 
|-  
 
|| Click on the '''Close '''button
 
|| Click on the '''Close '''button
 
|| If you wish to add more members, then repeat the same steps.
 
|| 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.
+
 
 +
 
 +
Once done, close the '''Select E-people '''popup window by clicking on the '''Close''' button.
 
|-  
 
|-  
 
|| Point to the added user in the '''EPerson Members''' field
 
|| Point to the added user in the '''EPerson Members''' field
−
|| Immediately the selected '''user''' will be added to the '''EPerson''' '''Members''' field.
+
|| Immediately the selected '''user''' will be added to the '''EPerson Members''' field.
 
|-  
 
|-  
 
||  
 
||  
 
Select '''EPerson''' from '''EPerson Member '''field
 
Select '''EPerson''' from '''EPerson Member '''field
 
|| We can also remove a member from a''' group.'''
 
|| 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.
+
To do so, first select the respective member to be removed from the '''EPerson Member '''field.
 
|-  
 
|-  
 
|| Point on the '''Remove Selected '''button
 
|| Point on the '''Remove Selected '''button
 
|| Click on the '''Remove Selected '''button, below the '''EPerson Member '''field.
 
|| Click on the '''Remove Selected '''button, below the '''EPerson Member '''field.
 +
 +
 
For this demonstration, I’m not removing any '''user'''.
 
For this demonstration, I’m not removing any '''user'''.
 
|-  
 
|-  
 
|| Click on '''Update Group'''
 
|| Click on '''Update Group'''
 
|| Once done, click on the '''Update Group''' button at the bottom of the page, to update the changes.
 
|| 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.
+
 
 +
 
 +
Let us cross-verify all these changes.
 
|-  
 
|-  
 
|| In the top Navigation bar, click on the tab '''Access Control'''
 
|| In the top Navigation bar, click on the tab '''Access Control'''
Line 319: Line 354:
 
|| From the drop down list select '''Groups'''.
 
|| From the drop down list select '''Groups'''.
 
|| From the drop-down list, select '''Groups'''.
 
|| From the drop-down list, select '''Groups'''.
 +
 +
 
'''Group Editor''' page opens.
 
'''Group Editor''' page opens.
 
|-  
 
|-  
 
|| Point to''' Content Submitters Group'''
 
|| Point to''' Content Submitters Group'''
 
|| Here we can see our new '''group “Content Submitters”.'''
 
|| Here we can see our new '''group “Content Submitters”.'''
 +
 +
 
We have now successfully created a new '''group''' and added members to it.
 
We have now successfully created a new '''group''' and added members to it.
 
|-  
 
|-  
Line 330: Line 369:
 
|| Only Narration
 
|| Only Narration
 
|| This brings us to the end of this tutorial.
 
|| This brings us to the end of this tutorial.
 +
 +
 
Let us summarise.
 
Let us summarise.
 
|-  
 
|-  
Line 349: Line 390:
 
|| The '''Spoken Tutorial Project''' team conducts workshops and gives certificates.
 
|| The '''Spoken Tutorial Project''' team conducts workshops and gives certificates.
 
For more details, please write to us.
 
For more details, please write to us.
−
|- style="background-color:#ffffff;border:1pt solid #000000;padding:0.176cm;"
+
|-  
 
|| Slide: Answers for THIS Spoken Tutorial
 
|| Slide: Answers for THIS Spoken Tutorial
 
|| Please post your timed queries in this Forum.
 
|| Please post your timed queries in this Forum.
Line 361: Line 402:
 
|| Narration only
 
|| Narration only
 
|| This script and the video for this tutorial was contributed by '''Pankaj Patil''' from''' IIT Bombay.'''
 
|| 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.
 
This is '''Nancy Varkey '''signing off. Thank you for joining.
 
|-
 
|-
 
|}
 
|}

Latest revision as of 13:27, 21 July 2020

Script: Managing DSpace user accounts


Author : Pankaj Patil


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


Visual Cue Narration
Slide: Title Welcome to this spoken tutorial on Managing DSpace user accounts.
Slide: Learning Objectives In this tutorial, we will learn to:
  • Manage EPersons and
  • Create a Group of EPersons and manage them
Slide: System requirements This tutorial is recorded using
  • Ubuntu Linux OS 18.04
  • DSpace version 6.3 and
  • Firefox web browser

However you may use any web browser of your choice.

Slide: Prerequisites - I To practice this tutorial, you should have
  • Installed DSpace 6.3 on your system
  • Tomcat service should be running
  • Administrator’s authority in DSpace
Slide: Prerequisites - II
  • A working internet connection
  • If not then please go through the prerequisite tutorials on this website.
Slide: Prerequisites - III
  • This tutorial assumes that you have done the immediate previous tutorial assignment in this series.
  • If not, pls do so before proceeding ahead.
Slide: Manage EPersons DSpace administrator can manage all the EPerson users.


DSpace administrator can

  • Add an EPerson
  • Edit an EPerson’s profile and
  • Delete an EPerson

Let us learn how to manage EPerson users.

Open Web Browser

Address Bar >> localhost:8080

Open a web browser and go to the DSpace interface.
Log in to DSpace with administrator

Username: dspace.u1@gmail.com Password : u1pass

Log in to DSpace with the administrator account you created earlier.

I will login with my administrator account.

Only narration We are now on the admin’s My DSpace page.
Click on Logged in tab Click on the Logged in tab at the top right corner.
Select Administer Select Administer from the drop-down list.

We are now in the Administer dashboard.

Click on Access Control In the top navigation bar, click on the Access Control tab.
Select E-people From the drop-down list, select E-people.

The Administer EPeople page opens.

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.

Point to Edit EPerson label Edit EPerson page opens with some fields where we can type in the EPerson’s details.
Point to Email field By default, DSpace generates an ID for every EPerson and the same is displayed in the Email field.
Remove the default ID

Email ID = 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.

Last name: Kumar

First name: Raj

I will type Last name and First name of the EPerson as shown here.
Language field By default, the value for Language is set to English.
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.

Point to Require Certificate field For this demonstration, I will leave the Require Certificate checkbox unchecked.
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.

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.

Point to Notification message A mail containing a link to reset the password, will be sent to the given mail id.
Log out from DSpace Let us logout from the administrator account.
Access EPerson Email Account

Email ID = dspace.u5@gmail.com Password: ***********

Now, we will log in to the mail account which we have specified in the Email Id field earlier.
Show Gmail Inbox and point to mail from DSpace Here is the Change Password Request mail that we received from DSpace.
Click on the Change Password Request mail Open the Change Password Request email.
Click URL in the Email Click on the given URL to change the password.
Point to Enter New Password Enter New Password page opens.
Type a Password Type the new password.

I will type the password as u5pass.

Retype password Retype the same password in the Again to Confirm field.
Click on Set New Password button Then click on the Set New Password button at the bottom of the page.
Point to Password Changed message Password Changed message is displayed.
Narration only We have successfully created a new EPerson user using administrator authority.
Narration only Next, we will learn how to edit the profile of an EPerson as an Admin.
Open DSpace interface Open DSpace interface.
Show DSpace login interface

Email ID = dspace.u1@gmail.com Password: u1pass

Log in to DSpace with administrator authority.

And go to the Administer page.

Click on Access Control In the top navigation bar, click on the tab Access Control.
Select E-people From the drop-down list, select E-people.

The Administer EPeople page opens.

Click on Select E-person button Click on the Select E-person button at the bottom of the page.
Point to Select E-people label Select E-people popup window opens up.
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.
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 dspace.u5@gmail.com.

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.

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.

Edit EPerson form Edit EPerson page opens along with the EPerson’s details.


These fields are editable.

Edit EPerson details

First Name : Rajesh

For this demonstration, I will update First Name as shown.
Click Save button Click the Save button to update the details.
Narration only The EPerson user’s profile is successfully updated.
Narration only Likewise, we can also delete a user from DSpace.
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.

Only narration Next, let us understand about Groups in DSpace.
Slide: Group in DSpace
  • Group in DSpace is a collection of EPersons.
  • Administrator and Anonymous are two built-in groups in DSpace.
Slide: Authority of Groups
  • Administrator group has full authority of DSpace.
  • Anonymous group has only READ permissions in DSpace.
Slide:Default Group creation
  • DSpace creates default groups for all the roles in the Community and Collection and
  • Default read and write permissions are assigned to default groups.
Slide: Custom Group Creation
  • Additionally, an Administrator can create custom groups.
  • As per requirement, custom read and write permissions can be assigned to the custom groups.
Narration only

Switch to DSpace

Now, let us proceed to create a custom group using admin authority.


Switch to DSpace interface.

In the top Navigation bar, click on the tab Access Control In the top navigation bar, click on the Access Control tab.
From the drop down list select Groups.

Group Editor page

From the drop-down list, select Groups.


Group Editor page opens.

Point to Administrator and Anonymous Group Here we can see two groups: Administrator and Anonymous.
Click on Create New Group To create a new group, click on the Create New Group button in the Group Editor section.
Point to Edit Group label Edit Group interface appears.
Point to Name field By default, DSpace generates Group ID and assigns it in the Name field.
Remove the Group Name Remove the default group name.
Set Group Name

Name: Content Submitters

Set the group name as “Content Submitters”.
Point to EPerson and Group fields EPerson members and other existing groups, can be added as a member to the new group.
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.

Point to Select E-people window The Select E-people pop up window opens up.
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 dspace.u2@gmail.com.


Also add another user with the email ID dspace.u5@gmail.com.

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.

Point to the added user in the EPerson Members field Immediately the selected user will be added to the EPerson Members field.

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.

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.

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.

In the top Navigation bar, click on the tab Access Control In the top navigation bar, click on the Access Control tab.
From the drop down list select Groups. From the drop-down list, select Groups.


Group Editor page opens.

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.

Logout from DSpace Let us logout this user from the DSpace interface.
Only Narration This brings us to the end of this tutorial.


Let us summarise.

Slide: Summary In this tutorial we learnt to :
  • Manage EPersons and
  • Create a Group of EPersons and manage them
Slide: Assignment As an assignment,
  • Create a “Content Reviewers” group.
  • As a group member, add the 2 new EPersons that were created earlier in the series.
Slide : About Spoken Tutorial project The video at the following link summarises the Spoken Tutorial project.

Please download and watch it.

Slide : Spoken Tutorial workshops The Spoken Tutorial Project team conducts workshops and gives certificates.

For more details, please write to us.

Slide: Answers for THIS Spoken Tutorial Please post your timed queries in this Forum.
Slide: Acknowledgement -I Spoken Tutorial project is funded by MHRD, Government of India.
Slide: Acknowledgement -II DSpace spoken tutorial series is funded by the National Virtual Library of India, Ministry of Culture, Government of India.
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.

Contributors and Content Editors

Nancyvarkey, Pankajpatil694

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