Difference between revisions of "DSpace/C2/Managing-DSpace-user-accounts/English"
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(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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| − | {| | + | {| border =1 |
| − | + | |'''Visual Cue''' | |
| − | + | |'''Narration''' | |
| − | + | |- | |
| − | |- | + | |
|| Slide: Title | || Slide: Title | ||
|| Welcome to this spoken tutorial on '''Managing''' '''DSpace''' '''user accounts'''. | || Welcome to this spoken tutorial on '''Managing''' '''DSpace''' '''user accounts'''. | ||
| − | |- | + | |- |
|| Slide: Learning Objectives | || Slide: Learning Objectives | ||
| − | || In this tutorial, we will learn to: * | + | || In this tutorial, we will learn to: |
| − | * | + | * Manage '''EPersons '''and |
| + | * Create a '''Group''' of '''EPersons '''and manage them | ||
| − | + | |- | |
| − | |- | + | |
|| Slide: System requirements | || Slide: System requirements | ||
| − | || This tutorial is recorded using* | + | || 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. | However you may use any '''web browser '''of your choice. | ||
| − | |- | + | |- |
|| Slide: Prerequisites - I | || Slide: Prerequisites - I | ||
| − | || To practice this tutorial, you should have* | + | || 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 | || Slide: Prerequisites - II | ||
| − | || * | + | || |
| − | * | + | * A working '''internet connection''' |
| + | * If not then please go through the prerequisite tutorials on this website. | ||
| − | + | |- | |
| − | |- | + | |
|| Slide: Prerequisites - III | || 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''' | || Slide: Manage '''EPersons''' | ||
|| '''DSpace administrator''' can manage all the '''EPerson users.''' | || '''DSpace administrator''' can manage all the '''EPerson users.''' | ||
| − | '''DSpace | + | '''DSpace administrator''' can |
| − | * | + | * Add an '''EPerson''' |
| − | * | + | * Edit an '''EPerson’s profile''' and |
| − | + | * Delete an '''EPerson''' | |
| − | + | ||
| − | + | ||
| − | + | ||
Let us learn how to manage '''EPerson users'''. | Let us learn how to manage '''EPerson users'''. | ||
| − | |- | + | |- |
|| Open '''Web Browser ''' | || Open '''Web Browser ''' | ||
| − | |||
Address Bar''' >> localhost:8080''' | Address Bar''' >> localhost:8080''' | ||
|| Open a '''web browser '''and go to the '''DSpace''' interface. | || Open a '''web browser '''and go to the '''DSpace''' interface. | ||
| − | |- | + | |- |
|| Log in to '''DSpace''' with''' administrator''' | || Log in to '''DSpace''' with''' administrator''' | ||
| − | + | '''Username: dspace.u1@gmail.com | |
| − | + | '''Password : '''u1pass | |
| − | '''Username | + | |
| − | + | ||
| − | + | ||
| − | '''Password : ''' | + | |
|| Log in to '''DSpace''' with the '''administrator account '''you created earlier. | || Log in to '''DSpace''' with the '''administrator account '''you created earlier. | ||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
I will login with my '''administrator account.''' | I will login with my '''administrator account.''' | ||
| − | + | |- | |
| − | + | ||
| − | + | ||
| − | |- | + | |
|| Only narration | || Only narration | ||
|| We are now on the '''admin’s My DSpace''' page. | || We are now on the '''admin’s My DSpace''' page. | ||
| − | |- | + | |- |
|| Click on '''Logged in '''tab | || Click on '''Logged in '''tab | ||
|| Click on the '''Logged in''' tab at the top right corner. | || Click on the '''Logged in''' tab at the top right corner. | ||
| − | |- | + | |- |
|| Select '''Administer''' | || Select '''Administer''' | ||
|| Select '''Administer''' from the drop-down list. | || Select '''Administer''' from the drop-down list. | ||
| − | |||
| − | |||
We are now in the '''Administer''' dashboard. | We are now in the '''Administer''' dashboard. | ||
| − | |- | + | |- |
|| 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 ''' | + | || 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. | ||
| − | |- | + | |- |
|| Point to '''Edit EPerson '''label | || Point to '''Edit EPerson '''label | ||
|| '''Edit EPerson''' page opens with some fields where we can type in the '''EPerson’s''' details. | || '''Edit EPerson''' page opens with some fields where we can type in the '''EPerson’s''' details. | ||
| − | |- | + | |- |
|| Point to '''Email '''field | || Point to '''Email '''field | ||
|| By default, '''DSpace''' generates an '''ID''' for every '''EPerson''' and the same is displayed in the '''Email''' field. | || By default, '''DSpace''' generates an '''ID''' for every '''EPerson''' and the same is displayed in the '''Email''' field. | ||
| − | |- | + | |- |
|| Remove the default '''ID''' | || Remove the default '''ID''' | ||
| − | + | Email ID = dspace.u5@gmail.com | |
| − | + | ||
| − | Email ID = | + | |
|| First remove the default '''ID''' in the '''Email '''field. | || First remove the default '''ID''' in the '''Email '''field. | ||
| − | |||
| − | |||
Then type the '''Email''' of a new '''EPerson''' to be created in '''DSpace'''. | Then type the '''Email''' of a new '''EPerson''' to be created in '''DSpace'''. | ||
| − | |- | + | |- |
|| '''Last name: Kumar''' | || '''Last name: Kumar''' | ||
| − | |||
'''First name: Raj''' | '''First name: Raj''' | ||
|| I will type''' Last name '''and''' First name''' of the '''EPerson''' as shown here. | || I will type''' Last name '''and''' First name''' of the '''EPerson''' as shown here. | ||
| − | |- | + | |- |
|| '''Language '''field | || '''Language '''field | ||
|| By default, the value for '''Language '''is set to '''English.''' | || By default, the value for '''Language '''is set to '''English.''' | ||
| − | |- | + | |- |
|| Tick a checkbox''' Can Log In''' | || Tick a checkbox''' Can Log In''' | ||
|| Next, enable the '''Can Log in '''checkbox by clicking on it. | || Next, enable the '''Can Log in '''checkbox by clicking on it. | ||
| − | |||
| − | |||
It controls the '''login authority''' of '''EPerson'''. | It controls the '''login authority''' of '''EPerson'''. | ||
| − | |||
| − | |||
If the checkbox is not selected, the '''EPerson''' cannot '''log in''' to '''DSpace.''' | 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'''. | If the checkbox is selected, the '''EPerson''' can '''log in''' to '''DSpace'''. | ||
| − | |- | + | |- |
|| Point to''' Require Certificate '''field | || Point to''' Require Certificate '''field | ||
|| For this demonstration, I will leave the '''Require Certificate '''checkbox unchecked. | || For this demonstration, I will leave the '''Require Certificate '''checkbox unchecked. | ||
| − | |- | + | |- |
|| Point to '''Reset password '''button | || Point to '''Reset password '''button | ||
|| This is the '''Reset password '''button. | || This is the '''Reset password '''button. | ||
| Line 161: | Line 125: | ||
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. | ||
| − | |- | + | |- |
|| Point to Notification message | || Point to Notification message | ||
|| A '''mail''' containing a '''link '''to reset the '''password,''' will be sent to the given '''mail id'''. | || A '''mail''' containing a '''link '''to reset the '''password,''' will be sent to the given '''mail id'''. | ||
| − | |- | + | |- |
|| '''Log out''' from''' DSpace''' | || '''Log out''' from''' DSpace''' | ||
|| Let us '''logout''' from the '''administrator account.''' | || Let us '''logout''' from the '''administrator account.''' | ||
| − | |- | + | |- |
|| Access '''EPerson''' Email Account | || Access '''EPerson''' Email Account | ||
| − | + | Email ID = dspace.u5@gmail.com | |
| − | + | Password: *********** | |
| − | Email ID = | + | |
| − | + | ||
| − | + | ||
| − | Password: | + | |
|| Now, we will '''log in''' to the '''mail account''' which we have specified in the '''Email Id''' field earlier. | || 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''' | || Show '''Gmail''' Inbox and point to mail from''' DSpace''' | ||
|| Here is the '''Change Password Request mail''' that we received from '''DSpace'''. | || Here is the '''Change Password Request mail''' that we received from '''DSpace'''. | ||
| − | |- | + | |- |
|| Click on the '''Change Password Request''' mail | || Click on the '''Change Password Request''' mail | ||
|| Open the '''Change Password Request email.''' | || Open the '''Change Password Request email.''' | ||
| − | |- | + | |- |
|| Click '''URL '''in the Email | || Click '''URL '''in the Email | ||
|| Click on the given '''URL''' to change the '''password.''' | || Click on the given '''URL''' to change the '''password.''' | ||
| − | |- | + | |- |
|| Point to '''Enter New Password''' | || Point to '''Enter New Password''' | ||
|| '''Enter New Password''' page opens. | || '''Enter New Password''' page opens. | ||
| − | |- | + | |- |
|| Type a Password | || Type a Password | ||
|| Type the new '''password'''. | || Type the new '''password'''. | ||
| − | |||
| − | |||
I will type the '''password '''as '''u5pass.''' | I will type the '''password '''as '''u5pass.''' | ||
| − | |- | + | |- |
|| Retype password | || Retype password | ||
|| Retype the same '''password''' in the '''Again to Confirm''' field. | || Retype the same '''password''' in the '''Again to Confirm''' field. | ||
| − | |- | + | |- |
|| Click on '''Set New Password '''button | || Click on '''Set New Password '''button | ||
|| Then click on the '''Set New Password '''button at the bottom of the page. | || Then click on the '''Set New Password '''button at the bottom of the page. | ||
| − | |- | + | |- |
|| Point to '''Password Changed '''message | || Point to '''Password Changed '''message | ||
|| '''Password Changed''' message is displayed. | || '''Password Changed''' message is displayed. | ||
| − | |- | + | |- |
|| Narration only | || Narration only | ||
|| We have successfully created a new '''EPerson user''' using '''administrator authority.''' | || We have successfully created a new '''EPerson user''' using '''administrator authority.''' | ||
| − | |- | + | |- |
|| Narration only | || Narration only | ||
|| Next, we will learn how to edit the '''profile''' of an '''EPerson''' as an '''Admin'''. | || Next, we will learn how to edit the '''profile''' of an '''EPerson''' as an '''Admin'''. | ||
| − | |- | + | |- |
|| Open DSpace interface | || Open DSpace interface | ||
|| Open '''DSpace '''interface. | || Open '''DSpace '''interface. | ||
| − | |- | + | |- |
|| Show '''DSpace''' login 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 ''' | || Click on '''Access Control ''' | ||
|| In the top '''navigation bar''', click on the tab '''Access Control.''' | || In the top '''navigation bar''', click on the tab '''Access Control.''' | ||
| − | |- | + | |- |
|| 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''' 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 | ||
|| '''Select E-people''' popup window opens up. | || '''Select E-people''' popup window opens up. | ||
| − | |- | + | |- |
|| Point to '''ID, E-mail, Last name, First name''' and '''Language''' | || 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.''' | || It displays all the '''users '''details like '''ID, E-mail, Last name, First name''' and '''Language.''' | ||
| − | |- | + | |- |
|| 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 | + | 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. | ||
| Line 258: | Line 211: | ||
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. | ||
| Line 264: | Line 217: | ||
Let me click the '''Edit''' button. | Let me click the '''Edit''' button. | ||
| − | |- | + | |- |
|| '''Edit EPerson '''form | || '''Edit EPerson '''form | ||
| − | || '''Edit | + | || '''Edit EPerson''' page opens along with the '''EPerson’s''' details. |
These fields are editable. | These fields are editable. | ||
| − | |- | + | |- |
|| Edit '''EPerson '''details | || Edit '''EPerson '''details | ||
| − | |||
| − | |||
'''First Name : Rajesh''' | '''First Name : Rajesh''' | ||
|| For this demonstration, I will update '''First Name''' as shown. | || For this demonstration, I will update '''First Name''' as shown. | ||
| − | |- | + | |- |
|| Click''' Save '''button | || Click''' Save '''button | ||
|| Click the '''Save''' button to update the details. | || Click the '''Save''' button to update the details. | ||
| − | |- | + | |- |
|| Narration only | || Narration only | ||
|| The '''EPerson user’s profile''' is successfully updated. | || The '''EPerson user’s profile''' is successfully updated. | ||
| − | |- | + | |- |
|| Narration only | || Narration only | ||
|| Likewise, we can also delete a '''user '''from '''DSpace'''. | || Likewise, we can also delete a '''user '''from '''DSpace'''. | ||
| − | |- | + | |- |
|| Click on the '''Select E-person''' button | || Click on the '''Select E-person''' button | ||
| − | |||
| − | |||
Select '''EPerson''' | Select '''EPerson''' | ||
| − | |||
'''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'''. | ||
| Line 296: | Line 244: | ||
For this demonstration, I’m not deleting any '''user'''. | For this demonstration, I’m not deleting any '''user'''. | ||
| − | |- | + | |- |
|| Only narration | || Only narration | ||
|| Next, let us understand about '''Groups''' in '''DSpace'''. | || Next, let us understand about '''Groups''' in '''DSpace'''. | ||
| − | |- | + | |- |
|| Slide: '''Group '''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''' | || Slide: '''Authority of Groups''' | ||
| − | || * | + | || |
| − | + | * '''Administrator group''' has full '''authority''' of '''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 |
| − | + | * Default '''read''' and '''write permissions''' are assigned to default '''groups'''. | |
| − | + | |- | |
| − | |- | + | |
|| Slide: Custom '''Group '''Creation | || 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 | || Narration only | ||
| − | |||
| − | |||
| − | |||
| − | |||
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''' | + | 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''' | ||
|| In the top '''navigation bar''', click on the '''Access Control '''tab. | || 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 | '''Group Editor''' page | ||
|| From the drop-down list, select '''Groups'''. | || From the drop-down list, select '''Groups'''. | ||
| Line 350: | Line 284: | ||
'''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 | + | || Here we can see two '''groups: Administrator '''and '''Anonymous'''. |
| − | |- | + | |- |
|| Click on''' Create New Group''' | || Click on''' Create New Group''' | ||
|| To create a new '''group''', click on the '''Create New Group '''button in the '''Group Editor''' section. | || To create a new '''group''', click on the '''Create New Group '''button in the '''Group Editor''' section. | ||
| − | |- | + | |- |
|| Point to''' Edit Group '''label | || Point to''' Edit Group '''label | ||
|| '''Edit Group''' interface appears. | || '''Edit Group''' interface appears. | ||
| − | |- | + | |- |
|| Point to''' Name''' field | || Point to''' Name''' field | ||
|| By default, '''DSpace''' generates '''Group ID''' and assigns it in the '''Name''' field. | || By default, '''DSpace''' generates '''Group ID''' and assigns it in the '''Name''' field. | ||
| − | |- | + | |- |
|| Remove the Group Name | || Remove the Group Name | ||
|| Remove the default '''group '''name. | || Remove the default '''group '''name. | ||
| − | |- | + | |- |
|| Set Group Name | || Set Group Name | ||
| − | |||
'''Name: Content Submitters''' | '''Name: Content Submitters''' | ||
| − | || Set the '''group''' name as | + | || Set the '''group''' name as '''“Content Submitters”'''. |
| − | |- | + | |- |
|| Point to '''EPerson '''and''' Group '''fields | || Point to '''EPerson '''and''' Group '''fields | ||
|| '''EPerson''' members and other existing '''groups,''' can be added as a member to the new '''group'''. | || '''EPerson''' members and other existing '''groups,''' can be added as a member to the new '''group'''. | ||
| − | |- | + | |- |
|| 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 | + | |
| − | |- | + | |
|| Point to '''Select E-people '''window''' ''' | || Point to '''Select E-people '''window''' ''' | ||
|| The '''Select E-people '''pop up window opens up. | || The '''Select E-people '''pop up window opens up. | ||
| − | |- | + | |- |
|| 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 | + | Let us add a new '''user''' with the '''email ID dspace.u2@gmail.com'''. |
| − | Also add another '''user''' with the '''email ID | + | 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 | + | 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 | + | || 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 | + | |
| − | |- | + | |
|| 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. | ||
| Line 416: | Line 342: | ||
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''' | ||
|| In the top '''navigation bar''', click on the '''Access Control '''tab. | || 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'''. | ||
| − | |||
| − | |||
| − | |||
|| 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”.''' | ||
| Line 440: | Line 363: | ||
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. | ||
| − | |- | + | |- |
|| '''Logout from DSpace''' | || '''Logout from DSpace''' | ||
|| Let us '''logout''' this '''user '''from the '''DSpace''' interface. | || Let us '''logout''' this '''user '''from the '''DSpace''' interface. | ||
| − | |- | + | |- |
|| Only Narration | || Only Narration | ||
|| This brings us to the end of this tutorial. | || This brings us to the end of this tutorial. | ||
| Line 449: | Line 372: | ||
Let us summarise. | Let us summarise. | ||
| − | |- | + | |- |
| − | || | + | || Slide: Summary |
| − | + | || In this tutorial we learnt to : | |
| − | + | * Manage '''EPersons''' and | |
| − | + | * Create a '''Group''' of '''EPersons '''and manage them | |
| − | || In this tutorial we learnt to :* | + | |- |
| − | * | + | |
| − | + | ||
| − | + | ||
| − | |- | + | |
|| Slide: Assignment | || Slide: Assignment | ||
| − | || As an 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 | || Slide : About Spoken Tutorial project | ||
|| The video at the following link summarises the '''Spoken Tutorial project.''' | || The video at the following link summarises the '''Spoken Tutorial project.''' | ||
| − | |||
| − | |||
Please download and watch it. | Please download and watch it. | ||
| − | |- | + | |- |
|| Slide : Spoken Tutorial workshops | || Slide : Spoken Tutorial workshops | ||
| − | |||
| − | |||
| − | |||
|| 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. | ||
| − | |- | + | |- |
|| 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. | ||
| − | |- | + | |- |
|| Slide: Acknowledgement -I | || Slide: Acknowledgement -I | ||
|| '''Spoken Tutorial project''' is funded by MHRD, Government of India. | || '''Spoken Tutorial project''' is funded by MHRD, Government of India. | ||
| − | |- | + | |- |
|| Slide: Acknowledgement -II | || Slide: Acknowledgement -II | ||
| − | |||
| − | |||
| − | |||
|| '''DSpace spoken tutorial''' series is funded by the National Virtual Library of India, Ministry of Culture, Government of India. | || '''DSpace spoken tutorial''' series is funded by the National Virtual Library of India, Ministry of Culture, Government of India. | ||
| − | |- | + | |- |
|| 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.''' | ||
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:
|
| Slide: System requirements | This tutorial is recorded using
However you may use any web browser of your choice. |
| Slide: Prerequisites - I | To practice this tutorial, you should have
|
| Slide: Prerequisites - II |
|
| Slide: Prerequisites - III |
|
| Slide: Manage EPersons | DSpace administrator can manage all the EPerson users.
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.
|
| Click on Reset password button | Click on the Reset password button.
|
| 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.
|
| Show selected EPerson | Immediately we will be redirected to the Administer EPeople page.
|
| Click on the Edit button | To edit the profile for that EPerson, click on the Edit button next to the text box.
|
| Edit EPerson form | Edit EPerson page opens along with the EPerson’s details.
|
| 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.
|
| Only narration | Next, let us understand about Groups in DSpace. |
| Slide: Group in DSpace |
|
| Slide: Authority of Groups |
|
| Slide:Default Group creation |
|
| Slide: Custom Group Creation |
|
| Narration only
Switch to DSpace |
Now, let us proceed to create a custom group using admin authority.
|
| 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.
|
| 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.
|
| Click on the Close button | If you wish to add more members, then repeat the same steps.
|
| 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.
|
| Click on Update Group | Once done, click on the Update Group button at the bottom of the page, to update the 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.
|
| Point to Content Submitters Group | Here we can see our new group “Content Submitters”.
|
| Logout from DSpace | Let us logout this user from the DSpace interface. |
| Only Narration | This brings us to the end of this tutorial.
|
| Slide: Summary | In this tutorial we learnt to :
|
| Slide: Assignment | As an assignment,
|
| 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.
|
