Difference between revisions of "Drupal/C3/People-Management/English"
(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...") |
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Learning Objectives | Learning Objectives | ||
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| style="border:1pt solid #000000;padding:0.097cm;"| In this tutorial, we will learn about | | style="border:1pt solid #000000;padding:0.097cm;"| In this tutorial, we will learn about | ||
− | * People Management and | + | * '''People Management''' and |
* Setting up specific task-based roles. | * Setting up specific task-based roles. | ||
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System requirement | System requirement | ||
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| style="border:1pt solid #000000;padding:0.097cm;"| To record this tutorial, I am using | | style="border:1pt solid #000000;padding:0.097cm;"| To record this tutorial, I am using | ||
− | + | * '''Ubuntu Linux''' Operating System | |
− | * Ubuntu Linux Operating System | + | * '''Drupal''' 8 and |
− | * Drupal 8 and | + | * '''Firefox''' Web browser |
− | * Firefox Web browser | + | |
You can use any web browser as per your choice. | You can use any web browser as per your choice. | ||
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| 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;"| 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;"| Through the '''permission''' structure,''' Drupal''' allows us to control what''' people''' can see and what''' people''' can do. |
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| 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;"| 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;"| Nobody can change your '''permissions'''. |
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| 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;"| 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. | + | | 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. |
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| 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;"| 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;"| This summer intern needs to have his/her own role, so that you can manage the '''permissions'''. |
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| 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;"| 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;"| We will set that up shortly. |
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* for every''' Module''' we add and | * for every''' Module''' we add and | ||
* for every''' View''' we build. | * for every''' View''' we build. | ||
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| 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;"| 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: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. |
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| style="border:1pt solid #000000;padding:0.132cm;"| 00:27 | | 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. | + | | 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. | + | It just helps me to see the roles in a logical order - who has what '''permissions'''. |
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− | Now we need to give our new role some permissions. | + | Now we need to give our new role some '''permissions'''. |
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− | We can see that this page is the overview of everybody’s permissions. | + | We can see that this page is the overview of everybody’s '''permissions'''. |
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| style="border:1pt solid #000000;padding:0.132cm;"| 01:00 | | 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;"| Now we just see the '''permissions''' for the '''Summer Intern''' and it’s a little bit easier. |
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* Delete only their own events and | * Delete only their own events and | ||
* Edit only their own events. | * Edit only their own events. | ||
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* Delete revisions, | * Delete revisions, | ||
* Edit any other events that they’ve not created. | * Edit any other events that they’ve not created. | ||
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* they edit books, | * they edit books, | ||
* they can’t even post comments without somebody approving it. | * they can’t even post comments without somebody approving it. | ||
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− | We have set up the roles, added the permissions. | + | We have set up the roles, added the '''permissions'''. |
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− | I’ll just say | + | I’ll just say '''intern@email.com''' because we’re not going to actually email them. |
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| style="border:1pt solid #000000;padding:0.132cm;"| 02:46 | | 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;"| For now, we will turn off the''' Personal contact form.''' |
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+ | Because summer interns don’t need to be contacted. | ||
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* Our account is created for '''Sam''' and | * Our account is created for '''Sam''' and | ||
* No email has been sent. | * No email has been sent. | ||
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− | But the problem is - what happens if''' Sam''' was a real user and he decides to change his password. | + | 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. | + | We can not just randomly change other people’s '''password''' when we need to test their '''accounts'''. |
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− | We can masquerade as the''' Summer Intern''' to find out if we have set their permissions correctly. | + | We can masquerade as the''' Summer Intern''' to find out if we have set their '''permissions''' correctly. |
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− | You may refer to the tutorial “Adding functionalities using Modules” for installing new modules. | + | You may refer to the tutorial '''“Adding functionalities using Modules”''' for installing new '''modules'''. |
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| style="border:1pt solid #000000;padding:0.132cm;"| Screenshot | | 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;"| Once it is installed, you can see a new link '''Unmasquerade '''in the '''login''' area. |
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| style="border:1pt solid #000000;padding:0.132cm;"| Screenshot | | 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 | + | | style="border:1pt solid #000000;padding:0.132cm;"| To use the '''Masquerade''', go to the '''People '''page. |
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| style="border:1pt solid #000000;padding:0.132cm;"| 04:00 | | 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. | + | | 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. | + | This is because the role of the user '''Sam '''does not have '''permissions''' to use '''administrator toolbars'''. |
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| style="border:1pt solid #000000;padding:0.132cm;"| 04:20 | | 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. | + | | style="border:1pt solid #000000;padding:0.132cm;"| If we click on''' Our Drupal Manual''' and then on''' Installing Drupal''', we can’t edit. |
+ | |||
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+ | There are no tabs. | ||
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| style="border:1pt solid #000000;padding:0.132cm;"| 04:30 | | style="border:1pt solid #000000;padding:0.132cm;"| 04:30 | ||
− | | style="border:1pt solid #000000;padding:0.132cm;"| And once again we | + | | style="border:1pt solid #000000;padding:0.132cm;"| And once again we cannot edit. |
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| style="border:1pt solid #000000;padding:0.132cm;"| 04:50 | | 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;"| It looks like our '''permissions''' are right. |
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| style="border:1pt solid #000000;padding:0.132cm;"| screenshot | | 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:1pt solid #000000;padding:0.132cm;"| Now go back to the '''administrator role''' by clicking on '''Unmasquerade '''link. |
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Summary | Summary | ||
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| style="border:1pt solid #000000;padding:0.097cm;"| Let us summarize. | | style="border:1pt solid #000000;padding:0.097cm;"| Let us summarize. | ||
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In this tutorial we have learnt about | In this tutorial we have learnt about | ||
− | * People Management and | + | * '''People Management''' and |
* Adding a new user | * Adding a new user | ||
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Acknowledgement | Acknowledgement | ||
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| style="border:1pt solid #000000;padding:0.097cm;"| This video is | | style="border:1pt solid #000000;padding:0.097cm;"| This video is | ||
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* adapted from Acquia and OSTraining | * adapted from Acquia and OSTraining | ||
* and revised by Spoken Tutorial Project, IIT Bombay. | * and revised by Spoken Tutorial Project, IIT Bombay. | ||
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Latest revision as of 12:50, 22 July 2016
Title: Drupal People Management
Keywords: Drupal, Video tutorial, People Management, super user, adding role
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Slide 1:
Drupal People Management |
Welcome to the Spoken tutorial on Drupal People Management. |
Slide 2:
Learning Objectives |
In this tutorial, we will learn about
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Slide 3:
System requirement
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To record this tutorial, I am using
You can use any web browser as per your choice. |
Time | Narration |
00:10 | Lets learn about People management. |
00:15 | I have switched back to the ZIRCON theme and we will keep this theme for the rest of this tutorial. |
00:20 | People management is really very important.
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00:32 | Let’s click on People.
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00:45 | Through the permission structure, Drupal allows us to control what people can see and what people can do. |
00:53 | Now it’s important to remember a few things here. |
00:57 | Remember that you are user no.1 - that is the super user. |
01:00 | Nobody can change your permissions. |
01:05 | There is a user below that’s called ADMINISTRATOR. |
01:09 | Administrators are generally given permission to manage the entire site.
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01:19 | Authenticated Users are logged in people who have certain rights.
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01:28 | Usually, Anonymous Users can just view the content that’s not protected and do nothing else. |
01:33 | Another important thing to remember is, to set up roles that are specific to the tasks on the site. |
01:42 | Suppose we have a summer intern who is only allowed to update Events.
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01:51 | This summer intern needs to have his/her own role, so that you can manage the permissions. |
01:59 | We will set that up shortly. |
02:02 | For now, let’s click on Permissions tab.
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02:10 | The list gets longer and longer and longer -
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02:45 | People management in Drupal is about what people can do. |
02:50 | Next, we will add a new role, give it some permissions and test it out. |
Time | Narration |
00:05 | Let’s click Roles. |
00:10 | Let’s add a new role here called Summer Intern. |
00:18 | Drupal will give it a machine name, as always.
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00:23 | Now we have a new role Summer Intern, that doesn’t have any permissions yet. |
00:27 | I like to move my roles in the order of ability or permissions.
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00:40 | Let’s click Save order.
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00:47 | Click on Permissions tab.
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00:52 | Let’s go back for a second by clicking on Roles tab.
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01:00 | Now we just see the permissions for the Summer Intern and it’s a little bit easier. |
01:05 | Scroll down and locate the Content type called Events - it’s about half way down for me. |
01:15 | Here, let’s say the Summer Intern can
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01:26 | What we’re not going to allow the Summer Intern to do is -
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01:37 | We are also not going to allow them to revert back to an old version.
We will give our editors those particular powers. |
01:47 | This is a pretty limited role.
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01:55 | And notice again -
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02:05 | So, this is a very limited role.
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02:15 | Now, let’s add a user and here we can give a fake email address.
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02:28 | In Username, we’ll type Sam and we’ll use sam as the password also.
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02:37 | We need to change the Status to Active.
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02:46 | For now, we will turn off the Personal contact form.
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02:50 | Lastly, click Create new account. |
02:55 | The success messages tells us that
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03:00 | So, now on our user list, we can see Sam.
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03:10 | Let’s logout and login as Sam and test.
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03:23 | That’s not ethical. |
03:25 | There is a fantastic module at drupal.org/project/masquerade. |
03:31 | The Masquerade module allows us to do exactly what it says - masquerade as somebody else.
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03:43 | I have already installed Masquerade module in my machine.
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Screenshot | Once it is installed, you can see a new link Unmasquerade in the login area. |
Screenshot | To use the Masquerade, go to the People page.
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04:00 | Notice that as soon as we Masquerade as Sam, the toolbars are gone.
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04:20 | If we click on Our Drupal Manual and then on Installing Drupal, we can’t edit.
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04:30 | And once again we cannot edit.
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04:38 | Once again, we can click on an event but we are not able to edit it or delete it. |
04:50 | It looks like our permissions are right. |
screenshot | Now go back to the administrator role by clicking on Unmasquerade link. |
With this we come to the end of this tutorial. | |
Slide 5:
Summary |
Let us summarize.
In this tutorial we have learnt about
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Slide 6:
Acknowledgement |
This video is
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Slide 7:
Acknowledgement
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The video at this link summarises the Spoken Tutorial project.
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Slide 8:
Spoken Tutorial Workshops
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The Spoken Tutorial Project Team conducts workshops and gives certificates.
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Slide 9:
Acknowledgement
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Spoken Tutorial Project is funded by
Government of India. |
This is Ameesha Bhorkhade signing off.
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