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en:services:general_services:idm:idm-portal_documentation [2019/08/22 11:18]
bbrauns [LDAP distribution list]
en:services:general_services:idm:idm-portal_documentation [2020/12/10 11:53]
ggroesc [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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 ==== 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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 |$usertype |User type (0 = normal user, 1 = time based user, 2  = course user, 4 = function account) | |$usertype |User type (0 = normal user, 1 = time based user, 2  = course user, 4 = function account) |
 |$userstatus |User status (0 = active, 1 = disabled, 2 = delete) | |$userstatus |User status (0 = active, 1 = disabled, 2 = delete) |
 +|$gender |Gender: Valid values are (M/W/D), for example: $gender -eq 'W' |
 +|$institute |Institution |
 |$filterattribute1 |User defined attribute | |$filterattribute1 |User defined attribute |
 |$filterattribute2 |User defined attribute | |$filterattribute2 |User defined attribute |
 |$filterattribute3 |User defined attribute | |$filterattribute3 |User defined attribute |
 +|$emailaddresses |EMail addresses have to be defined in the following way, for example: $emailaddresses -eq 'example@gwdg.de' |
  
 **Valid operators** **Valid operators**
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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]]