1 | <?xml version="1.0" encoding="UTF-8"?> |
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2 | <!DOCTYPE chapter PUBLIC |
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3 | "-//Dawid Weiss//DTD DocBook V3.1-Based Extension for XML and graphics inclusion//EN" |
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4 | "../../../../lib/docbook/preprocess/dweiss-docbook-extensions.dtd"> |
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5 | <!-- |
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6 | $Id: user_administration.xml 5683 2011-08-02 08:32:20Z nicklas $ |
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7 | |
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8 | Copyright (C) 2007 Peter Johansson, Nicklas Nordborg, Martin Svensson |
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9 | |
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10 | This file is part of BASE - BioArray Software Environment. |
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11 | Available at http://base.thep.lu.se/ |
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12 | |
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13 | BASE is free software; you can redistribute it and/or |
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14 | modify it under the terms of the GNU General Public License |
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15 | as published by the Free Software Foundation; either version 3 |
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16 | of the License, or (at your option) any later version. |
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17 | |
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18 | BASE is distributed in the hope that it will be useful, |
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19 | but WITHOUT ANY WARRANTY; without even the implied warranty of |
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20 | MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the |
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21 | GNU General Public License for more details. |
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22 | |
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23 | You should have received a copy of the GNU General Public License |
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24 | along with BASE. If not, see <http://www.gnu.org/licenses/>. |
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25 | --> |
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26 | |
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27 | <chapter id="user_administration"> |
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28 | <?dbhtml dir="user_administration"?> |
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29 | <title>Account administration</title> |
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30 | |
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31 | <important> |
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32 | <title>Read <link linkend="project_permission"><xref linkend="project_permission" /></link></title> |
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33 | <para> |
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34 | This chapter contains important information about the |
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35 | permission system BASE uses. It is essential that an |
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36 | administrator knows how this works to be able to set up |
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37 | user, groups and roles smoothly. |
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38 | </para> |
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39 | </important> |
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40 | |
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41 | <sect1 id="user_administration.users"> |
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42 | <title>Users administration</title> |
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43 | <para> |
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44 | The user list is accessed with |
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45 | <menuchoice> |
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46 | <guimenu>Administrate</guimenu> |
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47 | <guimenuitem>Users</guimenuitem> |
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48 | </menuchoice> |
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49 | and from here are the users' account and contact information managed. |
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50 | </para> |
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51 | |
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52 | <sect2 id="user_administration.users.edit"> |
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53 | <title>Edit user</title> |
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54 | <para> |
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55 | The pop-up window where information and settings for a user can be edited has three |
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56 | tabs, one for the account related, one with information about the user and one that |
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57 | shows the user's memberships. |
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58 | </para> |
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59 | <sect3 id="user_administration.users.edit.properties"> |
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60 | <title>Properties</title> |
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61 | <helptext external_id="user.edit" title="Edit user account"> |
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62 | <para>These are the properties for a user account.</para> |
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63 | <variablelist> |
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64 | <varlistentry> |
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65 | <term> |
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66 | <guilabel>Name</guilabel> |
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67 | </term> |
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68 | <listitem> |
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69 | <para> |
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70 | The full name of the user that is associated with the account. |
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71 | </para> |
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72 | </listitem> |
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73 | </varlistentry> |
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74 | <varlistentry> |
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75 | <term> |
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76 | <guilabel>Login</guilabel> |
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77 | </term> |
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78 | <listitem> |
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79 | <para> |
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80 | A login name to use when logging in to the account. The login |
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81 | must be unique among all users. |
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82 | </para> |
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83 | </listitem> |
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84 | </varlistentry> |
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85 | <varlistentry> |
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86 | <term> |
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87 | <optional> |
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88 | <guilabel>External ID</guilabel> |
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89 | </optional> |
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90 | </term> |
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91 | <listitem> |
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92 | <para> |
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93 | An id that is used to identify the user outside BASE (optional). |
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94 | If a value is given it must be unique among all users. |
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95 | </para> |
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96 | </listitem> |
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97 | </varlistentry> |
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98 | <varlistentry> |
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99 | <term> |
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100 | <guilabel>New password</guilabel> |
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101 | </term> |
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102 | <listitem> |
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103 | <para> |
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104 | This is used together with the login name to log in to the |
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105 | account. This is a required field for a new user or if the |
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106 | password should be changed. If the field is left empty the |
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107 | password will be unchanged |
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108 | </para> |
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109 | </listitem> |
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110 | </varlistentry> |
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111 | <varlistentry> |
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112 | <term> |
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113 | <guilabel>Retype password</guilabel> |
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114 | </term> |
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115 | <listitem> |
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116 | <para> |
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117 | Retype the password that is written in |
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118 | <guilabel>New password</guilabel>. |
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119 | </para> |
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120 | </listitem> |
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121 | </varlistentry> |
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122 | <varlistentry> |
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123 | <term> |
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124 | <optional> |
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125 | <guilabel>Quota</guilabel> |
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126 | </optional> |
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127 | </term> |
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128 | <listitem> |
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129 | <para>Set disk quota for the account.</para> |
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130 | </listitem> |
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131 | </varlistentry> |
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132 | <varlistentry> |
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133 | <term> |
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134 | <optional> |
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135 | <guilabel>Quota group</guilabel> |
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136 | </optional> |
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137 | </term> |
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138 | <listitem> |
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139 | <para> |
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140 | Set this if the account should belong to a group with specified |
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141 | quota (optional). With this set the user's possibilities to save items to |
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142 | disk will also depend on how much the rest of the group has |
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143 | saved. |
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144 | </para> |
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145 | </listitem> |
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146 | </varlistentry> |
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147 | <varlistentry> |
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148 | <term> |
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149 | <optional> |
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150 | <guilabel>Home directory</guilabel> |
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151 | </optional> |
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152 | </term> |
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153 | <listitem> |
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154 | <para> |
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155 | Set the account's home directory (optional). A new directory, either empty |
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156 | or from a template, can be created if editing a new user. Select |
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157 | <guilabel>- none -</guilabel> |
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158 | if there should not be any home directory associated with the |
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159 | account. |
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160 | </para> |
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161 | </listitem> |
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162 | </varlistentry> |
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163 | <varlistentry> |
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164 | <term> |
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165 | <optional> |
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166 | <guilabel>Expiration date</guilabel> |
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167 | </optional> |
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168 | </term> |
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169 | <listitem> |
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170 | <para> |
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171 | Define a date in this field if the account should expire on a |
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172 | certain day (optional). The account will be disabled after this date. |
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173 | Leave this empty if the account never should expire. |
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174 | <tip> |
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175 | <para> |
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176 | Use the |
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177 | <guibutton>Calendar…</guibutton> |
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178 | button to pick a date from a calendar in a pop-up window. |
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179 | </para> |
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180 | </tip> |
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181 | </para> |
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182 | </listitem> |
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183 | </varlistentry> |
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184 | <varlistentry> |
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185 | <term> |
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186 | <guilabel>Multi-user account</guilabel> |
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187 | </term> |
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188 | <listitem> |
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189 | <para> |
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190 | This checkbox should be checked if the account should be used by |
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191 | more one user. This will prevent the users from changing the |
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192 | password, contact information and other settings. It will |
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193 | also reset all list filters, column configurations, etc. |
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194 | when the user logs out. Normally, these settings are remembered |
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195 | between log ins. |
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196 | </para> |
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197 | </listitem> |
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198 | </varlistentry> |
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199 | <varlistentry> |
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200 | <term> |
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201 | <guilabel>Disabled</guilabel> |
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202 | </term> |
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203 | <listitem> |
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204 | <para> |
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205 | Disable the account. |
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206 | </para> |
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207 | </listitem> |
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208 | </varlistentry> |
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209 | </variablelist> |
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210 | <para> |
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211 | Go to the other tabs if there are any changes to do otherwise press |
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212 | &gbSave; |
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213 | to save the values or |
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214 | &gbCancel; |
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215 | to abort. |
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216 | </para> |
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217 | <seeother> |
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218 | <other external_id="user.edit.contact">Edit contact information</other> |
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219 | <other external_id="user.additional">Edit additional info</other> |
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220 | <other external_id="user.edit.membership">Group and role membership</other> |
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221 | </seeother> |
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222 | </helptext> |
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223 | </sect3> |
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224 | |
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225 | <sect3 id="user._administration.users.edit.contact"> |
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226 | <title>Contact information</title> |
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227 | <helptext external_id="user.edit.contact" title="Edit user's contact information"> |
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228 | <para> |
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229 | Information about how to get in contact with the user that is associated |
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230 | with the account. All fields on this tab are optional and do not necessarily |
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231 | need to have a value but some can be good to set, like email or phone |
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232 | number. |
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233 | </para> |
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234 | <variablelist> |
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235 | <varlistentry> |
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236 | <term> |
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237 | <optional> |
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238 | <guilabel>Email</guilabel> |
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239 | </optional> |
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240 | </term> |
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241 | <listitem> |
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242 | <para> |
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243 | User's email address. There is some verification of the value |
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244 | but there is no check if the email really exists. |
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245 | </para> |
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246 | </listitem> |
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247 | </varlistentry> |
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248 | <varlistentry> |
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249 | <term> |
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250 | <optional> |
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251 | <guilabel>Organization</guilabel> |
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252 | </optional> |
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253 | </term> |
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254 | <listitem> |
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255 | <para>The company or organization that the user works for.</para> |
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256 | </listitem> |
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257 | </varlistentry> |
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258 | <varlistentry> |
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259 | <term> |
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260 | <optional> |
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261 | <guilabel>Address</guilabel> |
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262 | </optional> |
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263 | </term> |
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264 | <listitem> |
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265 | <para> |
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266 | User's mail address. Use the magnifying glass down to the right, |
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267 | to edit this property in a larger window. |
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268 | </para> |
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269 | </listitem> |
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270 | </varlistentry> |
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271 | <varlistentry> |
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272 | <term> |
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273 | <optional> |
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274 | <guilabel>Phone</guilabel> |
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275 | </optional> |
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276 | </term> |
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277 | <listitem> |
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278 | <para> |
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279 | User's phone number(s) |
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280 | <note> |
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281 | <para> |
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282 | There is no special field for mobile phone, but it works |
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283 | fine to put more then one number in this field. |
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284 | </para> |
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285 | </note> |
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286 | </para> |
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287 | </listitem> |
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288 | </varlistentry> |
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289 | <varlistentry> |
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290 | <term> |
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291 | <optional> |
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292 | <guilabel>Fax</guilabel> |
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293 | </optional> |
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294 | </term> |
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295 | <listitem> |
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296 | <para>User's fax number.</para> |
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297 | </listitem> |
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298 | </varlistentry> |
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299 | <varlistentry> |
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300 | <term> |
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301 | <optional> |
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302 | <guilabel>Url</guilabel> |
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303 | </optional> |
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304 | </term> |
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305 | <listitem> |
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306 | <para>A URL that is associated with the user.</para> |
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307 | </listitem> |
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308 | </varlistentry> |
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309 | <varlistentry> |
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310 | <term> |
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311 | <optional> |
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312 | <guilabel>Description</guilabel> |
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313 | </optional> |
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314 | </term> |
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315 | <listitem> |
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316 | <para> |
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317 | Other useful contact information or description about the user |
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318 | can be written in this field. Use the magnifying glass to edit |
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319 | the information in a pop-up window with a larger text-area. |
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320 | </para> |
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321 | </listitem> |
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322 | </varlistentry> |
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323 | </variablelist> |
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324 | <para> |
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325 | Go to the other tabs if there are any changes to do otherwise press |
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326 | &gbSave; |
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327 | to save the values or |
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328 | &gbCancel; |
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329 | to abort. |
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330 | </para> |
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331 | <seeother> |
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332 | <other external_id="user.edit">Edit account</other> |
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333 | <other external_id="user.additional">Edit additional info</other> |
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334 | <other external_id="user.edit.membership">Group and role membership</other> |
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335 | </seeother> |
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336 | </helptext> |
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337 | </sect3> |
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338 | |
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339 | <sect3 id="user_administration.users.edit.additional"> |
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340 | <title>Additional information</title> |
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341 | <helptext external_id="user.edit.additional" title="Additional information"> |
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342 | <para> |
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343 | This tab contains fields that hold various information about the user. There are |
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344 | by default two fields in BASE but this could easily be changed by the |
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345 | server administrator. How this configuration is done can be read in |
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346 | <xref linkend="appendix.extendedproperties" /> |
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347 | <note> |
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348 | <para> |
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349 | The |
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350 | <guilabel>Additional info</guilabel> |
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351 | tab is only visible if there is one or more property defined for |
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352 | <classname docapi="net.sf.basedb.core.data">UserData</classname> |
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353 | in the configuration file for extended properties. |
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354 | </para> |
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355 | </note> |
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356 | |
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357 | These are the fields that are installed with BASE |
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358 | <variablelist> |
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359 | <varlistentry> |
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360 | <term> |
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361 | <guilabel>Mobile</guilabel> |
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362 | </term> |
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363 | <listitem> |
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364 | <para> |
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365 | The user's mobile number could be put in this field. This |
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366 | field could be left empty. |
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367 | </para> |
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368 | </listitem> |
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369 | </varlistentry> |
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370 | <varlistentry> |
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371 | <term> |
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372 | <guilabel>Skype</guilabel> |
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373 | </term> |
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374 | <listitem> |
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375 | <para> |
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376 | Skype contact information, if the user has a registered |
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377 | Skype account. This field could be left empty. |
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378 | </para> |
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379 | </listitem> |
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380 | </varlistentry> |
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381 | </variablelist> |
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382 | </para> |
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383 | <para> |
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384 | Go to the other tabs if there are any changes to do otherwise press |
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385 | &gbSave; |
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386 | to save the values or |
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387 | &gbCancel; |
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388 | to abort. |
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389 | </para> |
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390 | <seeother> |
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391 | <other external_id="user.edit">Edit account</other> |
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392 | <other external_id="user.contact">Edit contact</other> |
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393 | <other external_id="user.edit.membership">Group and role membership</other> |
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394 | </seeother> |
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395 | </helptext> |
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396 | </sect3> |
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397 | |
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398 | <sect3 id="user_administration.users.edit.membership"> |
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399 | <title>Group and role membership</title> |
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400 | <helptext external_id="user.edit.membership" title="Group and role membership"> |
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401 | <para> |
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402 | On this tab, the group and role membership of a user can be |
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403 | specified. The membership can also be changed by editing the |
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404 | group and/or role. |
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405 | |
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406 | <note> |
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407 | <para> |
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408 | When adding a new user, the user is automatically added |
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409 | as a member to all groups and roles that has been marked |
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410 | as <emphasis>default</emphasis>. In the standard BASE distribution |
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411 | the <emphasis>User</emphasis> role is marked as a default role. |
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412 | </para> |
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413 | </note> |
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414 | </para> |
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415 | |
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416 | <variablelist> |
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417 | <varlistentry> |
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418 | <term><guilabel>Member in</guilabel></term> |
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419 | <listitem> |
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420 | <para> |
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421 | Lists the groups and roles the user already is a member of. |
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422 | </para> |
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423 | </listitem> |
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424 | </varlistentry> |
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425 | |
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426 | <varlistentry> |
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427 | <term><guilabel>Add groups…</guilabel></term> |
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428 | <listitem> |
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429 | <para> |
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430 | Opens a pop-up window that allows you to select |
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431 | groups. In the pop-up window, mark |
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432 | one or more groups and click on the &gbOk; |
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433 | button. The pop-up window will not list groups that |
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434 | the user already is a member of. |
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435 | </para> |
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436 | </listitem> |
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437 | </varlistentry> |
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438 | |
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439 | <varlistentry> |
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440 | <term><guilabel>Add roles…</guilabel></term> |
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441 | <listitem> |
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442 | <para> |
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443 | Opens a pop-up window that allows you to select |
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444 | roles. In the pop-up window, mark |
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445 | one or more roles and click on the &gbOk; |
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446 | button. The pop-up window will not list roles that |
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447 | the user already is a member of. |
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448 | </para> |
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449 | </listitem> |
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450 | </varlistentry> |
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451 | |
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452 | <varlistentry> |
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453 | <term><guilabel>Remove</guilabel></term> |
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454 | <listitem> |
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455 | <para> |
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456 | Use this button to remove the user from the selected |
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457 | groups and/or roles. The selected items will then disappear |
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458 | from the list of memberships. |
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459 | </para> |
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460 | </listitem> |
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461 | </varlistentry> |
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462 | </variablelist> |
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463 | |
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464 | <para> |
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465 | Go to the other tabs if there are any changes to do otherwise press |
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466 | &gbSave; |
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467 | to save the values or |
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468 | &gbCancel; |
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469 | to abort. |
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470 | </para> |
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471 | <seeother> |
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472 | <other external_id="user.edit">Edit user</other> |
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473 | <other external_id="user.edit.contact">Edit contact information</other> |
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474 | <other external_id="user.additional">Edit additional info</other> |
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475 | <other external_id="user.edit.default_membership">Default group and role membership</other> |
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476 | </seeother> |
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477 | </helptext> |
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478 | </sect3> |
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479 | </sect2> |
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480 | |
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481 | <sect2 id="user_administration.users.default_membership"> |
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482 | <title>Default group and role membership</title> |
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483 | |
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484 | <helptext external_id="user.edit.default_membership" |
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485 | title="Default group and role membership"> |
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486 | <para> |
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487 | It is possible to automatically let BASE add new users |
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488 | as a member of a pre-defined list of groups and/or roles. This is done |
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489 | by marking those groups and roles as <emphasis>default</emphasis> |
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490 | groups and roles. There are two ways to do this. |
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491 | </para> |
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492 | |
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493 | <orderedlist> |
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494 | <listitem> |
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495 | <para> |
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496 | Change the flag in the edit-dialog for each of the groups/roles |
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497 | that you want to assign as default. |
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498 | </para> |
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499 | </listitem> |
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500 | |
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501 | <listitem> |
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502 | <para> |
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503 | Use the <guibutton>Default membership</guibutton> button on the |
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504 | <menuchoice> |
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505 | <guimenu>Administrate</guimenu> |
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506 | <guimenuitem>Users</guimenuitem> |
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507 | </menuchoice> |
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508 | page and select groups and roles in a pop-up dialog. |
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509 | The dialog lists all groups and roles that are currently |
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510 | assigned as default. Use the <guibutton>Add groups</guibutton> |
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511 | and <guibutton>Add roles</guibutton> buttons to select more |
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512 | groups and roles. Use the <guibutton>Remove</guibutton> button |
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513 | to remove the selected groups/roles. |
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514 | </para> |
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515 | </listitem> |
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516 | </orderedlist> |
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517 | |
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518 | <note> |
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519 | <para> |
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520 | Changing which groups and roles that are the default does not affect |
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521 | existing user accounts. They are only used to assign membership to |
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522 | new users. |
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523 | </para> |
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524 | </note> |
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525 | <seeother> |
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526 | <other external_id="user.edit.membership">Edit user group and role membership</other> |
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527 | </seeother> |
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528 | </helptext> |
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529 | </sect2> |
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530 | </sect1> |
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531 | |
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532 | <sect1 id="user_administration.groups"> |
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533 | <title>Groups administration</title> |
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534 | <para> |
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535 | Groups in BASE are meant to represent the organizational structure of |
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536 | a company or institution. For example, there can be one group for each |
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537 | department and subgroups for the teams in the departments. |
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538 | The group-membership is normally set when the user is added to BASE and |
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539 | should not have to be changed later, except when the company is re-organizing. |
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540 | </para> |
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541 | <para> |
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542 | There is one pre-installed group in BASE, a system group, called Everyone. It is, like |
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543 | the name says, a group in which everyone (all users) are members. The users that are |
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544 | allowed to share to everyone can easily share items to all users by sharing the item to |
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545 | this group. |
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546 | </para> |
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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…</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…</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> |
---|