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en:services:general_services:idm:idm-portal_documentation [2019/08/22 11:05]
bbrauns [Password]
en:services:general_services:idm:idm-portal_documentation [2019/08/22 14:02] (current)
bbrauns [Overview]
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 ====== IdM-Portal documentation ====== ====== IdM-Portal documentation ======
  
-===== The portal ===== 
-The portal is available at [[https://​idm.gwdg.de]] 
  
-==== Requirements ​==== +==== Overview ​==== 
-You need a current browser ​with JavaScript enabled.+The portal is available at [[https://​idm.gwdg.de]]. ​You can log in via ldap with your username/​e-mail address or via single sign-on. The portal is available in english or german. You can change the language in the top right corner. 
 + 
 +{{:​en:​services:​general_services:​idm:​lang-menu.png?600|}}
  
-==== Overview ==== +The navigation menu is on the left side. The menu is divided into **Workspaces** and **Actions**. Each workspace is a separate environment where different types of objects like users or distribution groups can be found. Available actions such as //search// or //create// always refer to the currently selected workspace.\\ ​
-The portal provides a complete localization and is currently available in german and english. You can change the language in the top right corner. ​The navigation menu is on the left side. The menu is divided into **Workspaces** and **Actions**. Each workspace is a separate environment where different types of objects like users or distribution groups can be found. Available actions such as //search// or //create// always refer to the currently selected workspace.\\ ​+
 {{:​en:​services:​general_services:​idm:​search.png?​600|}} {{:​en:​services:​general_services:​idm:​search.png?​600|}}
  
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 <WRAP center round tip 60%> <WRAP center round tip 60%>
 The * character can be used as a wildcard, but only with the operator: **equal**. The * character can be used as a wildcard, but only with the operator: **equal**.
-</​WRAP>​ 
-<WRAP center round tip 60%> 
 You can use **"​username equal *"** if you want to find all available objects. You can use **"​username equal *"** if you want to find all available objects.
 </​WRAP>​ </​WRAP>​
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 </​WRAP>​ </​WRAP>​
  
-The search result list contains a subset of the objects attributes. The shown attributes can be customized ​in the personal settings ​menu see: TODO. A user can be edited by clicking the **edit ​button** on the right. Below the search condition are links copy the result to clipboard, export to excel/csv and to open a print view.+The search result list contains a subset of the objects attributes. The shown attributes can be customized ​on the [[idm-portal_documentation#​personal settings|personal settings]]. A user can be edited by clicking the **edit** ​button ​on the right. Below the search condition are links copy the result to clipboard, export to excel/csv and to open a print view.
  
 ==== Edit ==== ==== Edit ====
 After switching to the edit page new specific actions for the currently selected object appear on the left side menu. Attributes of a selected object are categorized into groups like **general user data** or **Email**. You can show/hide a group by clicking on the + or - Symbol on the right.\\ ​ After switching to the edit page new specific actions for the currently selected object appear on the left side menu. Attributes of a selected object are categorized into groups like **general user data** or **Email**. You can show/hide a group by clicking on the + or - Symbol on the right.\\ ​
 {{:​en:​services:​general_services:​idm:​edit.png?​600|}} {{:​en:​services:​general_services:​idm:​edit.png?​600|}}
 +
 +=== History ===
 +By clicking the **history** action attribute and password changes can be reviewed. ​
 +
 +{{:​en:​services:​general_services:​idm:​history.png?​600|}}
 +
 +<WRAP center round info 60%>
 +Please note that this view contains only changes made by administrators via the idm portal. Changes via the idm synchronization mechanisms (drivers) are not displayed.
 +</​WRAP>​
 +
 +=== Personal settings ===
 +The personal settings menu can be used to change for example the number of elements or the attributes shown after searching.
 +{{:​en:​services:​general_services:​idm:​personal-settings.png?​600|}}
  
 ==== Special attribute descriptions ==== ==== Special attribute descriptions ====
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 == Generate and print == == Generate and print ==
-You can also generate a random password by clicking the **Generate** button. You must **save** or **save & print** the password ​after generation+You can also generate a random password by clicking the **Generate** button. You must **save** or **save & print** the password ​afterwards
  
 {{:​en:​services:​general_services:​idm:​generate-and-print-password.png?​600|}} {{:​en:​services:​general_services:​idm:​generate-and-print-password.png?​600|}}
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 <WRAP center round info 60%> <WRAP center round info 60%>
-The template for the generated PDF file can be set individually for each institution. If you desire to use a non-standard template, write a mail to support@gwdg.de. The template should be created in the docx format. As placeholders the following values can be used: first name, last name, username, password+The template for the generated PDF file can be set individually for each institution. If you desire to use a non-standard template, write a mail to idm-support@gwdg.de. The template should be created in the docx format. As placeholders the following values can be used: first name, last name, username, password
 </​WRAP>​ </​WRAP>​
  
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   * Can be shown in Exchange addressbook   * Can be shown in Exchange addressbook
   * [[#​dynamic_exchange_distribution_group | More information]]   * [[#​dynamic_exchange_distribution_group | More information]]
-==== Search ==== 
-See [[en:​services:​general_services:​idm:​idm-portal_documentation#​search|search for users]] 
- 
-==== Edit ==== 
-See [[en:​services:​general_services:​idm:​idm-portal_documentation#​edit|edit users]] 
  
 ==== Create ==== ==== Create ====
-To create a distribution list you have to choose the correct workspace and click the **create ​button**.+To create a distribution list you must first choose the correct workspace and click **create**.
  
-{{:​en:​services:​general_services:​idm:​create-static-exchange.png?​direct&​400|}}+{{:​en:​services:​general_services:​idm:​create-static-exchange.png?​direct&​600|}}
  
 ==== Delete ==== ==== Delete ====
  
-You must first switch to the edit view of a distribution list. There you can click the delete ​link which is located in the blue selection box on the left.+You must first switch to the edit view of a distribution list. There you can click the **delete** action ​on the left.
  
 <WRAP center round important 60%> <WRAP center round important 60%>
 Be aware that the deletion is immediately and a deleted list can not be recovered. Be aware that the deletion is immediately and a deleted list can not be recovered.
 </​WRAP>​ </​WRAP>​
-==== LDAP distribution list ==== 
-=== Edit === 
-== Add / Remove members == 
-Adding and removing members to a LDAP distribution list is similar to [[en:​services:​general_services:​idm:​idm-portal_documentation&#​edit2|static Exchange distribution groups]]. The differece is, that there is no grid with members. The members are shown as a list and each of them got a **remove button** to remove this member. Another difference is that you can add members only by email address and not by username. 
  
 ==== Static Exchange distribution group ==== ==== Static Exchange distribution group ====
-=== Edit === 
-== Visibility in Exchange addressbook == 
-See [[en:​services:​general_services:​idm:​idm-portal_documentation#​visibility_in_exchange_addressbook|Visibility in Exchange addressbook]] 
- 
 == Add / Remove members == == Add / Remove members ==
-A user can be added by clicking the **add button** and insert the username or email address.+A user can be added by clicking the **Add** button ​and insert the username or email address.
  
-{{:​en:​services:​general_services:​idm:​add-member-exchange.png?​direct&​400|}}+{{:​en:​services:​general_services:​idm:​add-member-exchange.png?​direct&​600|}}
  
-You can open the select form by clicking the **select button** if you don't know the username or email address. +\\
-In the select form you can search for objects.+
  
-{{:​en:​services:​general_services:​idm:​add-member-exchange-2.png?​direct&​400|}}+{{:​en:​services:​general_services:​idm:​add-member-exchange-2.png?​direct&​600|}} 
 + 
 +Alternatively you can open a search form by clicking **select** if you don't know the username or email address. 
 + 
 +{{:​en:​services:​general_services:​idm:​select-member-1.png?​600|}} 
 + 
 +\\ 
 + 
 +{{:​en:​services:​general_services:​idm:​select-member.png?​600|}}
  
 Members can be removed by selecting them in the grid and click the **remove button**. Members can be removed by selecting them in the grid and click the **remove button**.
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 === Send permissions === === Send permissions ===
 You can set send permissions to control who can send to the list. You can set send permissions to control who can send to the list.
-Users who are not allwed ​will recieve an email if they try to send to the list. +Users who are not allowed ​will receive a notification ​email if they try to send to the list. 
-You can choose between ​four settings:+You can choose between ​different ​settings:
   * Unrestricted or as specified (default): Everybody is allowed to send to the list if the send permission list is empty otherwise only the specified users/​groups are allowed to send to the list.   * Unrestricted or as specified (default): Everybody is allowed to send to the list if the send permission list is empty otherwise only the specified users/​groups are allowed to send to the list.
-  * Organization:​ All users of your organization with an Exchange mailbox or email enabled users are allowed to send to the list +  * Organization:​ All users of your organization with an Exchange mailbox or email enabled users are allowed to send to the list. 
-  * Institut: All users of your institution with an Exchange mailbox or email enabled users are allowed to send to the list +  * Institute: All users of your institution with an Exchange mailbox or email enabled users are allowed to send to the list.
 ==== Dynamic Exchange distribution group ==== ==== Dynamic Exchange distribution group ====
 === Overview === === Overview ===
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 | -not |Not | | -not |Not |
  
-<WRAP center round important 60%> 
-The filter is applied to all objects of your organization (MPG, UNI) by default. You can check the box **Add institute users only** to reduce the set of objects to your institution only. 
-</​WRAP>​ 
  
-== Visibility in Exchange addressbook == 
-See [[en:​services:​general_services:​idm:​idm-portal_documentation#​visibility_in_exchange_addressbook|Visibility in Exchange addressbook]] 
- 
-=== Send permissions === 
-See [[en:​services:​general_services:​idm:​idm-portal_documentation#​send_permissions|Send permissions]]