Difference between revisions of "DRS Grouper"
Line 73: | Line 73: | ||
==Viewing your groups== | ==Viewing your groups== | ||
− | Under the My enrollment menu, click My memberships | + | Under the '''My enrollment''' menu, click ''My memberships'' |
− | + | ||
+ | To the right of the '''Browse or list groups''' box title, click ''List my groups'' | ||
+ | |||
+ | ==Viewing your privileges== | ||
+ | Under the '''My responsibilities''' menu, click ''Manage groups'' | ||
+ | |||
+ | To the right of the '''Browse or list groups''' box title, click ''List my groups'' | ||
+ | |||
+ | Click any group | ||
+ | |||
+ | Click ''Manage members'' | ||
+ | |||
+ | Click your name | ||
+ | |||
+ | In the '''Memberships and privileges for this entity''' box select the option you would like to see: | ||
+ | *To view your admin privileges, select ''Show all GROUPS where this entity has the privilege [ADMIN]'' | ||
==Troubleshooting Grouper Issues== | ==Troubleshooting Grouper Issues== | ||
===What do I do when I can't find a user in Grouper?=== | ===What do I do when I can't find a user in Grouper?=== | ||
===Why can't I add users or create new folders?=== | ===Why can't I add users or create new folders?=== |
Revision as of 16:38, 24 November 2014
Grouper Requirements
To manage groups in Grouper you will need:
- a myNEU login
- the link to Grouper
- admin privileges for the group or folder you would like to modify
Grouper naming and nesting conventions
Folders and groups should be organized hierarchically. Follow the DRS/Northeastern graph to create new folders and groups. For example, to create a new group for a research group in the Department of English, first make sure there is a folder for the College of Social Sciences and Humanities and a folder for the Department of English, then create a research group in the Department of English folder.
Every Grouper folder and group is assigned a name and an ID. Grouper names and IDs should:
- be descriptive and succinct
- be lower case
- use underscores between words
See a the Grouper spreadsheet for a list of active Grouper groups and folders.
Creating Folders
Under the My tools menu, click Explore
Starting from the Root folder, open the drs folder
You may create a new folder under drs, or you may navigate to a child folder
Click Create folder from the Manage folders box
Follow the Grouper naming conventions to create an appropriate folder name and ID
Add a description for the folder
Click Save and return
Once a new folder has been created, add it to the Grouper spreadsheet
Creating Groups
Under the My tools menu, click Explore
Starting from the Root folder, open the drs folder
Navigate to the folder where you would like to add a group, or create a new folder in drs
Click Create Group from the Manage folders box
Follow the Grouper naming conventions to create an appropriate group name and ID
Add a description for the Group
Select the appropriate privileges to assign to everyone in the group (typically, only "read" and "view" should be selected)
Leave the Select group types "grouperLoader" option unchecked.
Click save
Once a new Group has been created, add it to the Grouper spreadsheet
Adding a user to Group
Under the My tools menu, click Explore
Starting from the Root folder, open the drs folder
Navigate through the drs folders and open the group you would like to modify
Click Add members
Enter the user's Northeastern UID in the search box (this is typically the user's address minus the domain name, i.e. sj.sweeney) and click Search
Under "Select privileges to assign to [group name]": Select the privileges you would like to assign the user for this group (this only applies to the Grouper group - it does not grant privileges in the DRS)
Under confirm entities for assignment: In the results list, uncheck any users you don't want to add to the group
Click "Assign privileges"
Continue to add users as needed.
Viewing your groups
Under the My enrollment menu, click My memberships
To the right of the Browse or list groups box title, click List my groups
Viewing your privileges
Under the My responsibilities menu, click Manage groups
To the right of the Browse or list groups box title, click List my groups
Click any group
Click Manage members
Click your name
In the Memberships and privileges for this entity box select the option you would like to see:
- To view your admin privileges, select Show all GROUPS where this entity has the privilege [ADMIN]