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en:services:general_services:idm:idm-portal_documentation [2023/01/31 13:52] – [History] baltmanen:services:general_services:idm:idm-portal_documentation [2023/10/05 10:14] (current) – [Search] 0pfouche
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 ==== Overview ==== ==== Overview ====
-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.+ 
 +This page serves as an introduction for the use of the IDM-portal. 
 + 
 +The portal is available at [[https://idm.gwdg.de]]. Log in is possible via LDAP with your username/e-mail address or via Single Sign-on (SSO). The portal is available in English or German. The language can be changed in the top right corner.
  
 {{:en:services:general_services:idm:lang-menu.png?600|}} {{:en:services:general_services:idm:lang-menu.png?600|}}
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 ===== User management ===== ===== User management =====
 ==== Search ==== ==== Search ====
-The Search allwos you to find objects in the current workspace.+The search-function allows you to find objects in the current workspace.
  
 {{:en:services:general_services:idm:simplesearch.png?600|}}\\ {{:en:services:general_services:idm:simplesearch.png?600|}}\\
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 === Search results === === Search results ===
 A list of objects will be shown after submitting the search form.\\  A list of objects will be shown after submitting the search form.\\ 
-{{:en:services:general_services:idm:search-result.png?600|}}\\ + 
 +{{:en:services:general_services:idm:advanced_search.png?600|}}
  
 <WRAP center round info 60%> <WRAP center round info 60%>
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 ==== Edit ==== ==== Edit ====
 After switching to the edit page, new actions specific to 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 actions specific to 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:details.png?600|}}
  
 === History === === History ===
 By clicking the **history** action, attribute and password changes can be reviewed.  By clicking the **history** action, attribute and password changes can be reviewed. 
  
-{{:en:services:general_services:idm:history.png?600|}}+{{:en:services:general_services:idm:history_auditlog.png?600|}}
  
 Changes that were made by the system are marked as "(idm-internal)".\\ Changes that were made by the system are marked as "(idm-internal)".\\
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 === Personal settings === === Personal settings ===
-The personal settings menu allows you to change the attributes displayed in a search result among other things. You can find the Personal Settings page by opening the menu in the upper right corner, next to your name.+The personal settings menu allows you to change how search results are displayed. You can find the Personal Settings page by opening the menu in the upper right corner, next to your name. 
 + 
 +{{:en:services:general_services:idm:accountmenu_settings.png?600|}} 
 + 
 +You can add and remove attributes in the list to change the layout of the search result table. 
 + 
 +{{:en:services:general_services:idm:personalsettings.png?600|}} 
 + 
 +=== Application Credentials === 
 +The Application Credentials page allows you to create Credentials for your account that work for a certain service only. You can think of them as sub-accounts to your account. 
 + 
 +You can find the Application Credentials via the account menu. 
 + 
 +{{:en:services:general_services:idm:accountmenu_appcredentials.png?600|}} 
 + 
 +Select a service you want to add credentials for, for example the IdM API. After creating a new Application Credential, you will be able to use it with the specified service only, and you can deactivate or delete the Application Credential at any time. 
 + 
 +{{:en:services:general_services:idm:gn_2022_formular.png?600|}}
  
-{{:en:services:general_services:idm:personal-settings.png?600|}} 
  
 ==== Special attribute descriptions ==== ==== Special attribute descriptions ====
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 === Delete === === Delete ===
-Users can be deleted by activating the **deferred deletion**. An information email is send to the user regarding the deletion of the account. The user will be automatically set to status **delete** after 14 days.+Users can be deleted by activating the **deferred deletion**. An information email is sent to the user regarding the deletion of the account. The user will be automatically set to status **delete** after 14 days.
  
 {{:en:services:general_services:idm:sperrung-1.png?600|}} {{:en:services:general_services:idm:sperrung-1.png?600|}}
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 **Group management** **Group management**
-  * Can act as an Static Exchange distribution group +  * Can act as a Static Exchange distribution group 
   * Visible in the Exchange addressbook   * Visible in the Exchange addressbook
   * Members are shown in addressbook   * Members are shown in addressbook
   * Send permissions can be defined   * Send permissions can be defined
-  * Edeting can be limited to certain user+  * Editing can be limited to certain user
   * [[#group_management | More information]]   * [[#group_management | More information]]
  
 ==== Create ==== ==== Create ====
-To create a distribution list you must first choose the correct workspace and click **create**.+To create a distribution list you must first choose the desired workspace (LDAP distribution list, Exchange distribution groups (static), Exchange distribution groups (dynamic); see [[#distribution_list_overview|above]]) and click **create**.
  
 {{:en:services:general_services:idm:create-static-exchange.png?direct&600|}} {{:en:services:general_services:idm:create-static-exchange.png?direct&600|}}
  
 +See the documentation for the chosen distribution list type for further info.
 ==== Delete ==== ==== Delete ====
  
-You must first switch to the edit view of a distribution list. There you can click the **delete** action on the left.+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 immediate and a deleted lists can not be recovered.
 </WRAP> </WRAP>
  
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 {{:en:services:general_services:idm:select-member.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 clicking the **remove button**.
  
 === Send permissions === === Send permissions ===
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 Users who are not allowed will receive a notification 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 different 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.
   * Institute: 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.
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 ==== Group management ==== ==== Group management ====
 === Overview === === Overview ===
-Without providing an email address groups are just a structural organisation tool. When an email address is given they turn into a [[#static_exchange_distribution_group | Static Exchange distribution group]]. When 'Only editable by "Managed by"' is checked the editing of the groups can be limited to certain user. <WRAP center round important 60%> +If you don't provide an email address, groups are just a structural organisation tool. When an email address is given, they turn into a [[#static_exchange_distribution_group | Static Exchange distribution group]]. When 'Only editable by "Managed by"' is checked, editing of the group is limited to the selected users. 
-Be aware 'managed by' can exclude and lock out the creator of the group. Avoid to add other groups or distribution groups as 'managed by'. Privileges for editing are not derived to their members.+ 
 +<WRAP center round important 60%> 
 +Be aware that 'managed by' can exclude and lock out the creator of the group. Avoid to add other groups or distribution groups as 'managed by'. Privileges for editing are not derived to their members.
 </WRAP> </WRAP>