source: trunk/doc/src/docbook/admindoc/user_administration.xml @ 5683

Last change on this file since 5683 was 5683, checked in by Nicklas Nordborg, 12 years ago

References #1590: Documentation cleanup

Account administration.

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1<?xml version="1.0" encoding="UTF-8"?>
2<!DOCTYPE chapter PUBLIC
3    "-//Dawid Weiss//DTD DocBook V3.1-Based Extension for XML and graphics inclusion//EN"
4    "../../../../lib/docbook/preprocess/dweiss-docbook-extensions.dtd">
5<!--
6  $Id: user_administration.xml 5683 2011-08-02 08:32:20Z nicklas $
7
8  Copyright (C) 2007 Peter Johansson, Nicklas Nordborg, Martin Svensson
9
10  This file is part of BASE - BioArray Software Environment.
11  Available at http://base.thep.lu.se/
12
13  BASE is free software; you can redistribute it and/or
14  modify it under the terms of the GNU General Public License
15  as published by the Free Software Foundation; either version 3
16  of the License, or (at your option) any later version.
17
18  BASE is distributed in the hope that it will be useful,
19  but WITHOUT ANY WARRANTY; without even the implied warranty of
20  MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
21  GNU General Public License for more details.
22
23  You should have received a copy of the GNU General Public License
24  along with BASE. If not, see <http://www.gnu.org/licenses/>.
25-->
26
27<chapter id="user_administration">
28  <?dbhtml dir="user_administration"?>
29  <title>Account administration</title>
30
31  <important>
32    <title>Read <link linkend="project_permission"><xref linkend="project_permission" /></link></title>
33    <para>
34      This chapter contains important information about the
35      permission system BASE uses. It is essential that an
36      administrator knows how this works to be able to set up
37      user, groups and roles smoothly.
38    </para>
39  </important>
40
41  <sect1 id="user_administration.users">
42    <title>Users administration</title>
43    <para>
44      The user list is accessed with
45      <menuchoice>
46        <guimenu>Administrate</guimenu>
47        <guimenuitem>Users</guimenuitem>
48      </menuchoice>
49      and from here are the users' account and contact information managed.
50    </para>
51
52    <sect2 id="user_administration.users.edit">
53      <title>Edit user</title>
54      <para>
55        The pop-up window where information and settings for a user can be edited has three
56        tabs, one for the account related, one with information about the user and one that
57        shows the user's memberships.
58      </para>
59      <sect3 id="user_administration.users.edit.properties">       
60        <title>Properties</title>
61        <helptext external_id="user.edit" title="Edit user account">
62          <para>These are the properties for a user account.</para>
63          <variablelist>
64            <varlistentry>
65              <term>
66                <guilabel>Name</guilabel>
67              </term>
68              <listitem>
69                <para>
70                  The full name of the user that is associated with the account.
71                </para>
72              </listitem>
73            </varlistentry>
74            <varlistentry>
75              <term>
76                <guilabel>Login</guilabel>
77              </term>
78              <listitem>
79                <para>
80                  A login name to use when logging in to the account. The login
81                  must be unique among all users.
82                </para>
83              </listitem>
84            </varlistentry>
85            <varlistentry>
86              <term>
87                <optional>
88                  <guilabel>External ID</guilabel>
89                </optional>
90              </term>
91              <listitem>
92                <para>
93                  An id that is used to identify the user outside BASE (optional).
94                  If a value is given it must be unique among all users.
95                </para>
96              </listitem>
97            </varlistentry>
98            <varlistentry>
99              <term>
100                <guilabel>New password</guilabel>
101              </term>
102              <listitem>
103                <para>
104                  This is used together with the login name to log in to the
105                  account. This is a required field for a new user or if the
106                  password should be changed. If the field is left empty the
107                  password will be unchanged
108                </para>
109              </listitem>
110            </varlistentry>
111            <varlistentry>
112              <term>
113                <guilabel>Retype password</guilabel>
114              </term>
115              <listitem>
116                <para>
117                  Retype the password that is written in
118                  <guilabel>New password</guilabel>.
119                </para>
120              </listitem>
121            </varlistentry>
122            <varlistentry>
123              <term>
124                <optional>
125                  <guilabel>Quota</guilabel>
126                </optional>
127              </term>
128              <listitem>
129                <para>Set disk quota for the account.</para>
130              </listitem>
131            </varlistentry>
132            <varlistentry>
133              <term>
134                <optional>
135                  <guilabel>Quota group</guilabel>
136                </optional>
137              </term>
138              <listitem>
139                <para>
140                  Set this if the account should belong to a group with specified
141                  quota (optional). With this set the user's possibilities to save items to
142                  disk will also depend on how much the rest of the group has
143                  saved.
144                </para>
145              </listitem>
146            </varlistentry>
147            <varlistentry>
148              <term>
149                <optional>
150                  <guilabel>Home directory</guilabel>
151                </optional>
152              </term>
153              <listitem>
154                <para>
155                  Set the account's home directory (optional). A new directory, either empty
156                  or from a template, can be created if editing a new user. Select
157                  <guilabel>- none -</guilabel>
158                  if there should not be any home directory associated with the
159                  account.
160                </para>
161              </listitem>
162            </varlistentry>
163            <varlistentry>
164              <term>
165                <optional>
166                  <guilabel>Expiration date</guilabel>
167                </optional>
168              </term>
169              <listitem>
170                <para>
171                  Define a date in this field if the account should expire on a
172                  certain day (optional). The account will be disabled after this date.
173                  Leave this empty if the account never should expire.
174                  <tip>
175                    <para>
176                      Use the
177                      <guibutton>Calendar&hellip;</guibutton>
178                      button to pick a date from a calendar in a pop-up window.
179                    </para>
180                  </tip>
181                </para>
182              </listitem>
183            </varlistentry>
184            <varlistentry>
185              <term>
186                <guilabel>Multi-user account</guilabel>
187              </term>
188              <listitem>
189                <para>
190                  This checkbox should be checked if the account should be used by
191                  more one user. This will prevent the users from changing the
192                  password, contact information and other settings. It will
193                  also reset all list filters, column configurations, etc.
194                  when the user logs out. Normally, these settings are remembered
195                  between log ins.
196                </para>
197              </listitem>
198            </varlistentry>
199            <varlistentry>
200              <term>
201                <guilabel>Disabled</guilabel>
202              </term>
203              <listitem>
204                <para>
205                  Disable the account.
206                </para>
207              </listitem>
208            </varlistentry>
209          </variablelist>
210          <para>
211            Go to the other tabs if there are any changes to do otherwise press
212            &gbSave;
213            to save the values or
214            &gbCancel;
215            to abort.
216          </para>
217          <seeother>
218            <other external_id="user.edit.contact">Edit contact information</other>
219            <other external_id="user.additional">Edit additional info</other>
220            <other external_id="user.edit.membership">Group and role membership</other>
221          </seeother>
222        </helptext>
223      </sect3>
224
225      <sect3 id="user._administration.users.edit.contact">
226        <title>Contact information</title>
227        <helptext external_id="user.edit.contact" title="Edit user's contact information">
228          <para>
229            Information about how to get in contact with the user that is associated
230            with the account. All fields on this tab are optional and do not necessarily
231            need to have a value but some can be good to set, like email or phone
232            number.
233          </para>
234          <variablelist>
235            <varlistentry>
236              <term>
237                <optional>
238                  <guilabel>Email</guilabel>
239                </optional>
240              </term>
241              <listitem>
242                <para>
243                  User's email address. There is some verification of the value
244                  but there is no check if the email really exists.
245                </para>
246              </listitem>
247            </varlistentry>
248            <varlistentry>
249              <term>
250                <optional>
251                  <guilabel>Organization</guilabel>
252                </optional>
253              </term>
254              <listitem>
255                <para>The company or organization that the user works for.</para>
256              </listitem>
257            </varlistentry>
258            <varlistentry>
259              <term>
260                <optional>
261                  <guilabel>Address</guilabel>
262                </optional>
263              </term>
264              <listitem>
265                <para>
266                  User's mail address. Use the magnifying glass down to the right,
267                  to edit this property in a larger window.
268                </para>
269              </listitem>
270            </varlistentry>
271            <varlistentry>
272              <term>
273                <optional>
274                  <guilabel>Phone</guilabel>
275                </optional>
276              </term>
277              <listitem>
278                <para>
279                  User's phone number(s)
280                  <note>
281                    <para>
282                      There is no special field for mobile phone, but it works
283                      fine to put more then one number in this field.
284                    </para>
285                  </note>
286                </para>
287              </listitem>
288            </varlistentry>
289            <varlistentry>
290              <term>
291                <optional>
292                  <guilabel>Fax</guilabel>
293                </optional>
294              </term>
295              <listitem>
296                <para>User's fax number.</para>
297              </listitem>
298            </varlistentry>
299            <varlistentry>
300              <term>
301                <optional>
302                  <guilabel>Url</guilabel>
303                </optional>
304              </term>
305              <listitem>
306                <para>A URL that is associated with the user.</para>
307              </listitem>
308            </varlistentry>
309            <varlistentry>
310              <term>
311                <optional>
312                  <guilabel>Description</guilabel>
313                </optional>
314              </term>
315              <listitem>
316                <para>
317                  Other useful contact information or description about the user
318                  can be written in this field. Use the magnifying glass to edit
319                  the information in a pop-up window with a larger text-area.
320                </para>
321              </listitem>
322            </varlistentry>
323          </variablelist>
324          <para>
325            Go to the other tabs if there are any changes to do otherwise press
326            &gbSave;
327            to save the values or
328            &gbCancel;
329            to abort.
330          </para>
331          <seeother>
332            <other external_id="user.edit">Edit account</other>
333            <other external_id="user.additional">Edit additional info</other>
334            <other external_id="user.edit.membership">Group and role membership</other>
335          </seeother>
336        </helptext>
337      </sect3>
338
339      <sect3 id="user_administration.users.edit.additional">
340        <title>Additional information</title>
341        <helptext external_id="user.edit.additional" title="Additional information">
342          <para>
343            This tab contains fields that hold various information about the user. There are
344            by default two fields in BASE but this could easily be changed by the
345            server administrator. How this configuration is done can be read in
346            <xref linkend="appendix.extendedproperties" />
347            <note>
348              <para>
349                The
350                <guilabel>Additional info</guilabel>
351                tab is only visible if there is one or more property defined for
352                <classname docapi="net.sf.basedb.core.data">UserData</classname>
353                in the configuration file for extended properties.
354              </para>
355            </note>
356           
357            These are the fields that are installed with BASE
358            <variablelist>
359              <varlistentry>
360                <term>
361                  <guilabel>Mobile</guilabel>
362                </term>
363                <listitem>
364                  <para>
365                    The user's mobile number could be put in this field. This
366                    field could be left empty.
367                  </para>
368                </listitem>
369              </varlistentry>
370              <varlistentry>
371                <term>
372                  <guilabel>Skype</guilabel>
373                </term>
374                <listitem>
375                  <para>
376                    Skype contact information, if the user has a registered
377                    Skype account. This field could be left empty.
378                  </para>
379                </listitem>
380              </varlistentry>
381            </variablelist>
382          </para>
383          <para>
384            Go to the other tabs if there are any changes to do otherwise press
385            &gbSave;
386            to save the values or
387            &gbCancel;
388            to abort.
389          </para>
390          <seeother>
391            <other external_id="user.edit">Edit account</other>
392            <other external_id="user.contact">Edit contact</other>
393            <other external_id="user.edit.membership">Group and role membership</other>
394          </seeother>
395        </helptext>
396      </sect3>
397
398      <sect3 id="user_administration.users.edit.membership">
399        <title>Group and role membership</title>
400        <helptext external_id="user.edit.membership" title="Group and role membership">
401          <para>
402            On this tab, the group and role membership of a user can be
403            specified. The membership can also be changed by editing the
404            group and/or role.
405           
406            <note>
407              <para>
408              When adding a new user, the user is automatically added
409              as a member to all groups and roles that has been marked
410              as <emphasis>default</emphasis>. In the standard BASE distribution
411              the <emphasis>User</emphasis> role is marked as a default role.
412              </para>
413            </note>
414          </para>
415         
416          <variablelist>
417            <varlistentry>
418              <term><guilabel>Member in</guilabel></term>
419              <listitem>
420                <para>
421                Lists the groups and roles the user already is a member of.
422                </para>
423              </listitem>
424            </varlistentry>
425           
426            <varlistentry>
427              <term><guilabel>Add groups&hellip;</guilabel></term>
428              <listitem>
429                <para>
430                Opens a pop-up window that allows you to select
431                groups. In the pop-up window, mark
432                one or more groups and click on the &gbOk;
433                button. The pop-up window will not list groups that
434                the user already is a member of.
435                </para>
436              </listitem>
437            </varlistentry>
438           
439            <varlistentry>
440              <term><guilabel>Add roles&hellip;</guilabel></term>
441              <listitem>
442                <para>
443                Opens a pop-up window that allows you to select
444                roles. In the pop-up window, mark
445                one or more roles and click on the &gbOk;
446                button. The pop-up window will not list roles that
447                the user already is a member of.
448                </para>
449              </listitem>
450            </varlistentry>
451           
452            <varlistentry>
453              <term><guilabel>Remove</guilabel></term>
454              <listitem>
455                <para>
456                Use this button to remove the user from the selected
457                groups and/or roles. The selected items will then disappear
458                from the list of memberships.
459                </para>
460              </listitem>
461            </varlistentry>
462          </variablelist>
463         
464          <para>
465            Go to the other tabs if there are any changes to do otherwise press
466            &gbSave;
467            to save the values or
468            &gbCancel;
469            to abort.
470          </para>
471          <seeother>
472            <other external_id="user.edit">Edit user</other>
473            <other external_id="user.edit.contact">Edit contact information</other>
474            <other external_id="user.additional">Edit additional info</other>
475            <other external_id="user.edit.default_membership">Default group and role membership</other>
476          </seeother>
477        </helptext>
478      </sect3>
479    </sect2>
480   
481    <sect2 id="user_administration.users.default_membership">
482      <title>Default group and role membership</title>
483     
484      <helptext external_id="user.edit.default_membership" 
485        title="Default group and role membership">
486        <para>
487          It is possible to automatically let BASE add new users
488          as a member of a pre-defined list of groups and/or roles. This is done
489          by marking those groups and roles as <emphasis>default</emphasis>
490          groups and roles. There are two ways to do this.
491        </para>
492       
493        <orderedlist>
494        <listitem>
495          <para>
496          Change the flag in the edit-dialog for each of the groups/roles
497          that you want to assign as default.
498          </para> 
499        </listitem>
500       
501        <listitem>
502          <para>
503          Use the <guibutton>Default membership</guibutton> button on the
504          <menuchoice>
505            <guimenu>Administrate</guimenu>
506            <guimenuitem>Users</guimenuitem>
507          </menuchoice>
508          page and select groups and roles in a pop-up dialog.
509          The dialog lists all groups and roles that are currently
510          assigned as default. Use the <guibutton>Add groups</guibutton>
511          and <guibutton>Add roles</guibutton> buttons to select more
512          groups and roles. Use the <guibutton>Remove</guibutton> button
513          to remove the selected groups/roles.
514          </para>
515        </listitem>
516        </orderedlist>
517       
518        <note>
519          <para>
520          Changing which groups and roles that are the default does not affect
521          existing user accounts. They are only used to assign membership to
522          new users.
523          </para>
524        </note>
525        <seeother>
526          <other external_id="user.edit.membership">Edit user group and role membership</other>
527        </seeother>
528      </helptext>
529    </sect2>
530  </sect1>
531
532  <sect1 id="user_administration.groups">
533    <title>Groups administration</title>
534    <para>
535      Groups in BASE are meant to represent the organizational structure of
536      a company or institution. For example, there can be one group for each
537      department and subgroups for the teams in the departments.
538      The group-membership is normally set when the user is added to BASE and
539      should not have to be changed later, except when the company is re-organizing.
540    </para>
541    <para>
542      There is one pre-installed group in BASE, a system group, called Everyone. It is, like
543      the name says, a group in which everyone (all users) are members. The users that are
544      allowed to share to everyone can easily share items to all users by sharing the item to
545      this group.
546    </para>
547
548    <sect2 id="user_administration.groups.edit">
549      <title>Edit group</title>
550      <para>
551        The pop-up window where a group can be edited has two tabs,
552        <guilabel>Group</guilabel>
553        and
554        <guilabel>Members</guilabel>.
555      </para>
556      <sect3 id="user_administration.groups.edit.properties">
557        <title>Properties</title>
558        <helptext external_id="group.edit" title="Edit group">
559          <variablelist>
560            <varlistentry>
561              <term>
562                <guilabel>Name</guilabel>
563              </term>
564              <listitem>
565                <para>The name of the group.</para>
566              </listitem>
567            </varlistentry>
568            <varlistentry>
569              <term>
570                <guilabel>Default</guilabel>
571              </term>
572              <listitem>
573                <para>
574                  Mark this checkbox to let BASE automatically add new users
575                  as members to this group.
576                </para>
577              </listitem>
578            </varlistentry>
579            <varlistentry>
580              <term>
581                <guilabel>Hidden members</guilabel>
582              </term>
583              <listitem>
584                <para>
585                  Mark this checkbox to create a group with hidden members.
586                  This means that a user will not be able to see information about
587                  other members in the group, but it is still possible to share items
588                  to the group as a whole.
589                </para>
590              </listitem>
591            </varlistentry>
592            <varlistentry>
593              <term>
594                <optional>
595                  <guilabel>Description</guilabel>
596                </optional>
597              </term>
598              <listitem>
599                <para>
600                  Description about the group. The magnifying glass, down to the
601                  right, can be used to open and edit the text in a larger text
602                  area.
603                </para>
604              </listitem>
605            </varlistentry>
606            <varlistentry>
607              <term>
608                <optional>
609                  <guilabel>Quota</guilabel>
610                </optional>
611              </term>
612              <listitem>
613                <para>
614                  With this property it's possible to limit the quota of total
615                  disk space for the group members. Select
616                  <guilabel>-none-</guilabel>
617                  from the drop-down list if the group should not have any quota.
618                  There are some presets of quotas that comes with the BASE
619                  installation, besides a couple with different size of total disk
620                  space there are one called
621                  <guilabel>No quota</guilabel>
622                  and one with
623                  <guilabel>Unlimited quota</guilabel>.
624                  Their names speak for them self.
625                </para>
626               
627                <note>
628                  <para>
629                  A user can only take quota from one group, which has
630                  to be specified as the <guilabel>Quota group</guilabel>
631                  of the user.
632                  </para>
633                </note>
634               
635              </listitem>
636            </varlistentry>
637          </variablelist>
638          <para>
639            Go to the other tab,
640            <guilabel>Members</guilabel>,
641            if there are any changes to do otherwise use
642            &gbSave;
643            to save the settings or
644            &gbCancel;
645            to abort.
646          </para>
647          <seeother>
648            <other external_id="group.edit.membership">Edit group members</other>
649            <other external_id="user.edit">Edit user</other>
650          </seeother>
651        </helptext>
652      </sect3>
653
654      <sect3 id="user_administration.groups.edit.members">
655        <title>Group members</title>
656        <helptext external_id="group.edit.membership" title="Edit group members">
657          <para>
658            A group can have both single users and other groups as members. Group
659            members have access to those items that are shared to the group. Each user
660            in the group has the possibility to share their own items to one or more of
661            the other members or to the whole group.
662          </para>
663         
664          <variablelist>
665            <varlistentry>
666              <term><guilabel>Members</guilabel></term>
667              <listitem>
668                <para>
669                  Lists the user and groups that are already
670                  members of this group.
671                </para>
672              </listitem>
673            </varlistentry>
674           
675            <varlistentry>
676              <term><guilabel>Add users&hellip;</guilabel></term>
677              <listitem>
678                <para>
679                Opens a pop-up window that allows you to add
680                users to the group. In the pop-up window, mark
681                one or more users and click on the &gbOk;
682                button. The pop-up window will not list users that
683                are already members of the group.
684                </para>
685              </listitem>
686            </varlistentry>
687           
688            <varlistentry>
689              <term><guilabel>Add groups&hellip;</guilabel></term>
690              <listitem>
691                <para>
692                Opens a pop-up window that allows you to add
693                other groups to the group. In the pop-up window, mark
694                one or more groups and click on the &gbOk;
695                button. The pop-up window will not list groups that
696                are already members of the group.
697                </para>
698              </listitem>
699            </varlistentry>
700           
701            <varlistentry>
702              <term><guilabel>Remove</guilabel></term>
703              <listitem>
704                <para>
705                Use this button to remove the selected
706                users and/or groups from this group. The selected items will
707                disappear from the list of memberships.
708                </para>
709              </listitem>
710            </varlistentry>
711           
712          </variablelist>
713         
714          <para>
715            Go to the other tab if there are any changes to do, otherwise use
716            &gbSave;
717            to save the values or
718            &gbCancel;
719            to abort.
720          </para>
721          <seeother>
722            <other external_id="group.edit">Edit group properties</other>
723          </seeother>
724        </helptext>
725      </sect3>
726    </sect2>
727  </sect1>
728
729  <sect1 id="user_administration.roles">
730    <title>Roles administration</title>
731    <para>
732      Roles are meant to represent different kinds of working positions that users can have,
733      like server administrator or regular user just to mention two.
734      Users are normally assigned a role, perhaps more than one, when they are created and
735      registered in BASE.
736    </para>
737
738
739    <sect2 id="user_administration.roles.defaultroles">
740      <title>Pre-defined system roles</title>
741      <para>
742        BASE comes with some pre-defined roles. These are configured to cover the
743        normal user roles that can appear. A more detailed description of the different
744        roles and when to use them follows here.
745      </para>
746      <variablelist>
747        <varlistentry>
748          <term>Administrator</term>
749          <listitem>
750            <para>
751              This role gives the user full permission to do everything in BASE and
752              also possibility to share items with the system-group 'Everyone'. Users
753              that are supposed to administrate the server, user accounts, groups etc.
754              should have this role.
755            </para>
756          </listitem>
757        </varlistentry>
758        <varlistentry>
759          <term>Supervisor</term>
760          <listitem>
761            <para>
762              Users that are members of this role has permission to read everything in
763              BASE. This role does not let the members to actually do anything in BASE
764              except read and supervise.
765            </para>
766          </listitem>
767        </varlistentry>
768        <varlistentry>
769          <term>Power user</term>
770          <listitem>
771            <para>
772              This role allows it's members to do some things that an ordinary user
773              not is allowed to. Most things are related to global resources
774              like reporters, the array lims and plug-ins.
775              This role can be proper for those users that are in
776              some kind of leading position over work groups or projects.
777            </para>
778          </listitem>
779        </varlistentry>
780        <varlistentry>
781          <term>User</term>
782          <listitem>
783            <para>
784              A role that is suitable for all ordinary users. This allows the members
785              to do common things in BASE such as creating biomaterials and
786              experiments, uploading raw data and analyse it.
787            </para>
788          </listitem>
789        </varlistentry>
790        <varlistentry>
791          <term>Guest</term>
792          <listitem>
793            <para>
794              This is a role with limited access to create new things. It is useful
795              for those who wants to have peek at the program. It can also be
796              used for someone that is helping out with the analysis of an experiment.
797            </para>
798          </listitem>
799        </varlistentry>
800        <varlistentry>
801          <term>Job agent</term>
802          <listitem>
803            <para>
804              This role is given to the job agents and allows them to read and execute
805              jobs. Job agents always runs the jobs as the user who created the job
806              and therefore it have to be able to act as another user.
807            </para>
808          </listitem>
809        </varlistentry>
810      </variablelist>
811    </sect2>
812
813    <sect2 id="user_administration.roles.edit">
814      <title>Edit role</title>
815      <para>
816        Creating a new role or editing the system-roles are something that do not needs to be
817        done very often. The existing roles will normally be enough but there can be some
818        cases when they need to be complemented, either with a new role or with different
819        permissions.
820      </para>
821      <sect3 id="user_administration.roles.edit.properties">
822        <title>Properties</title>
823        <helptext external_id="role.edit" title="Edit role">
824
825          <variablelist>
826            <varlistentry>
827              <term>
828                <guilabel>Name</guilabel>
829              </term>
830              <listitem>
831                <para>The name of the role.</para>
832              </listitem>
833            </varlistentry>
834            <varlistentry>
835              <term>
836                <guilabel>Share to Everyone</guilabel>
837              </term>
838              <listitem>
839                <para>
840                Allows the user to share items to the
841                system-group 'Everyone'.
842                </para>
843              </listitem>
844            </varlistentry>
845           
846            <varlistentry>
847              <term><guilabel>Act as another user</guilabel></term>
848              <listitem>
849                <para>
850                  Allows the user to login as another user without
851                  knowing the password. This is used by job agents
852                  to make it possible for them to execute a plug-in
853                  as the user that created the job. This permission
854                  will also make it possible to switch user in the web
855                  interface. It can be useful for an administrator who
856                  needs to check out a problem, but use this permission
857                  with care.
858                </para>
859              </listitem>
860            </varlistentry>
861
862            <varlistentry>
863              <term>
864                <guilabel>Select job agent for jobs</guilabel>
865              </term>
866              <listitem>
867                <para>
868                Allows the user to select a specific job agent when running jobs.
869                Users without this permission will always have a randomly selected
870                job agent.
871                </para>
872              </listitem>
873            </varlistentry>
874
875            <varlistentry>
876              <term>
877                <guilabel>Default</guilabel>
878              </term>
879              <listitem>
880                <para>
881                  Mark this checkbox to let BASE automatically add new users
882                  as members to the role.
883                </para>
884              </listitem>
885            </varlistentry>
886            <varlistentry>
887              <term>
888                <guilabel>Description</guilabel>
889              </term>
890              <listitem>
891                <para>Description and information about the role.</para>
892              </listitem>
893            </varlistentry>
894          </variablelist>
895          <para>
896            Set the properties and proceed then to either one of the other tabs or by
897            clicking on one of the buttons:
898            &gbSave;
899            to save the changes or
900            &gbCancel;
901            to abort.
902          </para>
903          <seeother>
904            <other external_id="role.edit.permissions">Role permissions</other>
905            <other external_id="role.edit.members">Role members</other>
906          </seeother>
907        </helptext>
908      </sect3>
909
910      <sect3 id="user_administration.roles.edit.permissions">
911        <title>Permissions</title>
912        <helptext external_id="role.edit.permissions" title="Edit role permissions">
913          <para>
914            A role's permissions are defined for each item type within BASE. Set the
915            role's permission on an item type by first selecting the item(s) in the list
916            and then tick those permissions that should be applied. Not all permissions
917            can be applied to every item type, that's why permission check-boxes becomes
918            disabled when selecting some of the item types
919          </para>
920          <para>
921            After each item type in the list is a string inside square brackets that
922            shows what kind of permissions the current role has on that particular item
923            type. The permissions that do not have been set are represented with '-'
924            inside the square brackets and those which have been set are represented
925            with characters that are listed below.
926          </para>
927          <itemizedlist>
928            <listitem>
929              <simpara>
930                <guilabel>DENIED</guilabel>
931                = Deny access to the selected item type. This exclude all the other
932                permissions by unchecking the other check boxes.
933              </simpara>
934            </listitem>
935            <listitem>
936              <simpara>
937                <guilabel>C</guilabel>
938                = Create
939              </simpara>
940            </listitem>
941            <listitem>
942              <simpara>
943                <guilabel>R</guilabel>
944                = Read
945              </simpara>
946            </listitem>
947            <listitem>
948              <simpara>
949                <guilabel>U</guilabel>
950                = Use
951              </simpara>
952            </listitem>
953            <listitem>
954              <simpara>
955                <guilabel>W</guilabel>
956                = Write
957              </simpara>
958            </listitem>
959            <listitem>
960              <simpara>
961                <guilabel>D</guilabel>
962                = Delete
963              </simpara>
964            </listitem>
965            <listitem>
966              <simpara>
967                <guilabel>O</guilabel>
968                = Set owner
969              </simpara>
970            </listitem>
971            <listitem>
972              <simpara>
973                <guilabel>P</guilabel>
974                = Set permission
975              </simpara>
976            </listitem>
977          </itemizedlist>
978          <para>
979            Set the role's permission on each one of the item types and proceed then to
980            one of the other tabs or click on
981            &gbSave;
982            to save the changes or
983            &gbCancel;
984            to abort.
985          </para>
986          <seeother>
987            <other external_id="role.edit">Edit properties</other>
988            <other external_id="role.edit.members">Role members</other>
989          </seeother>
990        </helptext>
991      </sect3>
992
993      <sect3 id="user_administration.roles.edit.members">
994        <title>Members</title>
995        <helptext external_id="role.edit.members" title="Role members">
996       
997        <variablelist>
998          <varlistentry>
999            <term><guilabel>Members</guilabel></term>
1000            <listitem>
1001              <para>
1002              Users that are members of a role are listed in the list-box located on this
1003              tab.
1004              </para>
1005            </listitem>
1006          </varlistentry>
1007          <varlistentry>
1008            <term><guibutton>Add users</guibutton></term>
1009            <listitem>
1010              <para>
1011                Select the users that should be added from the list in the
1012                pop-up window. Click on the
1013                &gbOk;
1014                button to close the pop-up window and add the selected users.
1015              </para>
1016            </listitem>
1017          </varlistentry>
1018          <varlistentry>
1019              <term>Remove</term>
1020              <listitem>
1021                <para>
1022                  Removes the selected users from the role.
1023                </para>
1024              </listitem>
1025            </varlistentry>
1026          </variablelist>
1027          <para>
1028            Press
1029            &gbSave;
1030            to save the role or go to one of the other tabs if there are more that needs
1031            to be set. Use
1032            &gbClose;
1033            to abort and close the window without saving the changes.
1034          </para>
1035          <seeother>
1036            <other external_id="role.edit">Edit properties</other>
1037            <other external_id="role.edit.permissions">Role permissions</other>
1038          </seeother>
1039        </helptext>
1040      </sect3>
1041    </sect2>
1042  </sect1>
1043
1044  <sect1 id="user_administration.quota">
1045    <title>Disk space/quota</title>
1046    <para>
1047      The administrator can control the maximum size of disk space for users and groups.
1048      A user must be assigned a quota of their own and may optionally have a group
1049      quota as well. If so, the most restrictive quota is checked whenever the user
1050      tries to do something that counts as disk-consuming, for example uploading a file.
1051    </para>
1052   
1053    <note>
1054      <para>
1055      The quota is checked before an operation, which is allowed to continue if there
1056      is space left. For example, even if you have only one byte left of disk space
1057      you are allowed to upload a 10MB file.
1058      </para>
1059    </note>
1060     
1061    <para>
1062      Read
1063      <xref linkend="user_administration.users.edit" />
1064      and <xref linkend="user_administration.groups.edit" />
1065      for information about how to set a quota for a user and
1066      group.
1067    </para>
1068    <para>
1069      The list of quotas in BASE can be found by using the menu
1070      <menuchoice>
1071        <guimenu>Administrate</guimenu>
1072        <guimenuitem>Quota</guimenuitem>
1073      </menuchoice>.
1074    </para>
1075
1076    <sect2 id="user_administration.quota.edit">
1077      <title>Edit quota</title>
1078      <para>
1079        The edit window has two tabs, one with information about the quota and one where the
1080        limits are defined.
1081      </para>
1082      <sect3 id="user_administration.quota.edit.properties">
1083        <title>Properties</title>
1084        <helptext external_id="quota.edit" title="Edit properties">
1085          <variablelist>
1086            <varlistentry>
1087              <term>
1088                <guilabel>Name</guilabel>
1089              </term>
1090              <listitem>
1091                <para>Name of the quota.</para>
1092              </listitem>
1093            </varlistentry>
1094            <varlistentry>
1095              <term>
1096                <optional>
1097                  <guilabel>Description</guilabel>
1098                </optional>
1099              </term>
1100              <listitem>
1101                <para>
1102                  Description of the quota. It could be a good idea to
1103                  describe the quota's details here. Use the magnifying glass to
1104                  edit the text in a larger text area.
1105                </para>
1106              </listitem>
1107            </varlistentry>
1108          </variablelist>
1109          <para>
1110            Go to the other tab if there are values that have not been set. Otherwise use
1111            &gbSave;
1112            to save the settings or
1113            &gbCancel;
1114            to abort.
1115          </para>
1116        </helptext>
1117      </sect3>
1118
1119      <sect3 id="user_administration.quota.edit.values">
1120        <title>Values</title>
1121        <helptext external_id="quota.edit.values" title="Edit quota values">
1122          <para>
1123            The quota values are defined here, both for the primary location and the
1124            secondary location. Use the check box to the right of the input fields to
1125            set unlimited quota. You can use the abbreviations
1126            <abbrev>kb</abbrev>, <abbrev>Mb</abbrev> and <abbrev>Gb</abbrev>
1127            to specify the quota values.
1128          </para>
1129          <variablelist>
1130            <varlistentry>
1131              <term>
1132                <guilabel>Total</guilabel>
1133              </term>
1134              <listitem>
1135                <para>
1136                  Limit of total quota. The sum of the other three quotas does not
1137                  have to be the same as this, it is always the most restricted
1138                  value that is used.
1139                </para>
1140              </listitem>
1141            </varlistentry>
1142            <varlistentry>
1143              <term>
1144                <optional>
1145                  <guilabel>Files</guilabel>
1146                </optional>
1147              </term>
1148              <listitem>
1149                <para>Limit of disk space to save files in.</para>
1150              </listitem>
1151            </varlistentry>
1152            <varlistentry>
1153              <term>
1154                <optional>
1155                  <guilabel>Raw data</guilabel>
1156                </optional>
1157              </term>
1158              <listitem>
1159                <para>Limit of disk space to save raw data in.</para>
1160              </listitem>
1161            </varlistentry>
1162            <varlistentry>
1163              <term>
1164                <optional>
1165                  <guilabel>Experiments</guilabel>
1166                </optional>
1167              </term>
1168              <listitem>
1169                <para>
1170                  Limit of disk space that can be used by experiments.
1171                </para>
1172              </listitem>
1173            </varlistentry>
1174          </variablelist>
1175          <para>
1176            When everything have been set the quota is saved by using
1177            &gbSave;. To discard changes use
1178            &gbCancel;.
1179          </para>
1180        </helptext>
1181      </sect3>
1182    </sect2>
1183   
1184    <sect2 id="user_administration.quota.diskusage">
1185      <title>Disk usage</title>
1186     
1187      <para>
1188        Go to
1189        <menuchoice>
1190          <guimenu>Administrate</guimenu>
1191          <guimenuitem>Disk usage</guimenuitem>
1192        </menuchoice>
1193        if you want to get statistics about how the disk
1194        is used. There are three tabs:
1195      </para>
1196     
1197      <variablelist>
1198        <varlistentry>
1199          <term><guilabel>Overview</guilabel></term>
1200          <listitem>
1201            <para>
1202              Gives an overview of the total disk usage.
1203              It is divided per location and quota type.
1204            </para>
1205          </listitem>
1206        </varlistentry>
1207
1208        <varlistentry>
1209          <term><guilabel>Per user</guilabel></term>
1210          <listitem>
1211            <para>
1212              Gives an overview of the disk usage
1213              per user. For each user you can get a summary
1214              displaying the total disk usage and
1215              divided per location and quota type.
1216              Use the <guilabel>View details</guilabel>
1217              link to list all items that uses up disk space.
1218              The list displays the name and type of each item
1219              and the amount of disk space it uses.
1220            </para>
1221          </listitem>
1222        </varlistentry>
1223       
1224        <varlistentry>
1225          <term><guilabel>Per group</guilabel></term>
1226          <listitem>
1227            <para>
1228              Gives an overview of the disk usage
1229              per group, with the same functionality
1230              as the per user overview.
1231            </para>
1232          </listitem>
1233        </varlistentry>
1234      </variablelist>
1235     
1236    </sect2>
1237   
1238  </sect1>
1239</chapter>
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