source: indico/indico/htdocs/ihelp/html/AdminGuide/AdminGuide.html @ cd05ca

burotelhello-world-walkthroughipv6new-webexv0.97-seriesv0.98-seriesv0.98.2v0.98.3v0.98b1v0.98b2v0.99v1.0v1.1
Last change on this file since cd05ca was cd05ca, checked in by Jose Benito <jose.benito.gonzalez@…>, 3 years ago

[IMP] Booking Actions History

  • fixes #268
  • On the details page of a booking, the history of previous actions performed on that booking is displayed for the owner of the room, the people allowed to modify the booking and the administrators.
  • Updated the User Guide
  • reviewed by jbenito: doc regenerated
  • Property mode set to 100644
File size: 18.0 KB
Line 
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54           
55  <div class="section" id="starting-with-indico">
56<h1>1. Starting with Indico<a class="headerlink" href="#starting-with-indico" title="Permalink to this headline">¶</a></h1>
57<div class="section" id="creating-an-administration-account">
58<h2>1.1. Creating an Administration Account<a class="headerlink" href="#creating-an-administration-account" title="Permalink to this headline">¶</a></h2>
59<p>After installation the first screen presented to you will be:</p>
60<p><img alt="image1" src="../_images/start1.png" /></p>
61<p>First you must to create an user account by clicking on login.
62You will be presented with a Log In screen and with an option to
63create an account. A form will need to be filled in with your
64user details. Once this is complete an email will be sent to you
65with a link to activate your account, once activated you will
66then be able to login.
67Now, it is the moment to add yourself as an Administrator.
68In order to do so, click on <em>Server admin</em>, in the top blue bar, and you
69will access the <a class="reference external" href="#administration-area">Administration Area</a>.</p>
70<p><img alt="image2" src="../_images/start2.png" /></p>
71<p>From here you need to add your account to the Administrator list,
72to do this click on <em>Add user to list</em> under the title of <em>Administrator List</em>
73and use the user search to find and select your account. You will
74then be an Administrator and can start using all the features of
75Indico. If there is no Administrator account anybody can access and
76change all parts of Indico leaving it exposed with no access
77control. Once, someone adds himself as Administrator, nobody else will be able
78to do it in the same way, but existing Administrators can add new Administrators.
79Administrators will have access and modification rights to all categories and events.</p>
80<p>Users can create their own accounts to use Indico, and they
81can modify, delete and add extra logins manually. Administrators are also able
82to create new accounts and assign users to be Administrators or
83organise users into groups <a class="reference external" href="#administration-area">(see Administration Area)</a></p>
84</div>
85<hr class="docutils" />
86<div class="section" id="accounts-created-by-a-user">
87<h2>1.2. Accounts Created by a User<a class="headerlink" href="#accounts-created-by-a-user" title="Permalink to this headline">¶</a></h2>
88<p>When a new user wants to create an account, he can do so by
89clicking on <em>login</em> in the top right-hand corner of Indico. From
90here he can choose to create an account. A form will be presented
91that needs to be filled in with the user&#8217;s details. Once submitted
92an email will be sent to the user.</p>
93<hr class="docutils" />
94<div class="section" id="activating-a-user-created-account">
95<h3>1.2.1. Activating a User Created Account<a class="headerlink" href="#activating-a-user-created-account" title="Permalink to this headline">¶</a></h3>
96<p>A user activates the account by using the link that
97is sent in an email after applying for a new account. If
98the account is not activated the user cannot log in.</p>
99</div>
100<hr class="docutils" />
101<div class="section" id="retrieving-a-forgotten-password">
102<h3>1.2.2. Retrieving a Forgotten Password<a class="headerlink" href="#retrieving-a-forgotten-password" title="Permalink to this headline">¶</a></h3>
103<p>If a user needs to retrieve his password, he can use the
104login screen and his forgotten password option; the user will be
105sent their password by email to the address registered with that
106account.</p>
107</div>
108</div>
109</div>
110<hr class="docutils" />
111<div class="section" id="id1">
112<h1>2. Administration Area<a class="headerlink" href="#id1" title="Permalink to this headline">¶</a></h1>
113<p>The Administration Area controls the whole of Indico, anything
114you modify or add from here can be used throughout the whole
115program. From here you can change general information about your
116version of Indico, manually add, activate and modify accounts, add
117more than one login for a user, delete additional logins and
118assign users to groups You can also define domains for use with
119Access Control throughout Indico and you have control of any
120maintenance.</p>
121<hr class="docutils" />
122<div class="section" id="general-settings">
123<h2>2.1. General settings<a class="headerlink" href="#general-settings" title="Permalink to this headline">¶</a></h2>
124<p>From the <em>General settings</em> in the Administration Area, you are able to
125modify the system title, the organisation, the support email and
126address. You can also add or remove users from the administration
127list; this means they have full administration access throughout
128Indico.</p>
129<p><img alt="image3" src="../_images/admin1.png" /></p>
130<p>The Support email address you add in the General System
131Information will appear as the overall general support contact.
132However, if a problem occurs within the program and an error
133report needs to be sent, this report will be sent to the developers not to
134this support email.</p>
135</div>
136<hr class="docutils" />
137<div class="section" id="users">
138<h2>2.2. Users<a class="headerlink" href="#users" title="Permalink to this headline">¶</a></h2>
139<p>From the <em>Users and Groups</em> option you can control and modify
140any of the user accounts and groups.</p>
141<hr class="docutils" />
142<div class="section" id="manually-creating-a-user">
143<h3>2.2.1. Manually Creating a User<a class="headerlink" href="#manually-creating-a-user" title="Permalink to this headline">¶</a></h3>
144<p>To manually create a new account use the <em>New User</em> button in the
145<em>Users and Groups</em> menu, <em>Manage Users</em> tab. You will be presented
146with the same form as a user creating his own account;
147fill in and submit this form to create the account. You will still
148need to activate the account.</p>
149</div>
150<hr class="docutils" />
151<div class="section" id="searching-for-users">
152<h3>2.2.2. Searching for Users<a class="headerlink" href="#searching-for-users" title="Permalink to this headline">¶</a></h3>
153<p>You can search for a user by surname, first name, email
154address or organisation. If you are not sure of the full details you
155can enter the first few letters and you will be shown all the users that
156match your search. The Search filter is found by clicking on
157<em>Users and Groups</em> &gt; <em>Manage Users</em>.</p>
158</div>
159<hr class="docutils" />
160<div class="section" id="manually-activating-an-account">
161<h3>2.2.3. Manually Activating an Account<a class="headerlink" href="#manually-activating-an-account" title="Permalink to this headline">¶</a></h3>
162<p>To activate an account from within the administration area, go to
163the <em>Users and Groups</em> option, <em>Manage Users</em> tab, and search for the user&#8217;s
164account using the filter, then select the account you wish to
165activate, this will take you to the user&#8217;s details:</p>
166<p><img alt="image5" src="../_images/admin3.png" /></p>
167<p>If an account has not been activated its status will be <em>not
168confirmed</em>. Click the button next to the status in order to activate
169the account. The account status will then be changed to <em>activated</em> and
170the user for that account will now be able to log in.</p>
171</div>
172<hr class="docutils" />
173<div class="section" id="modifying-a-user-s-account">
174<h3>2.2.4. Modifying a User&#8217;s Account<a class="headerlink" href="#modifying-a-user-s-account" title="Permalink to this headline">¶</a></h3>
175<p>From the Account Details screen above you have the option to modify
176the user&#8217;s details. From here you are able to modify the user
177affiliation, email address, postal address, telephone number,
178fax number, default timezone, default language, etc.</p>
179</div>
180<hr class="docutils" />
181<div class="section" id="creating-additional-logins-for-a-user">
182<h3>2.2.5. Creating Additional Logins for a User<a class="headerlink" href="#creating-additional-logins-for-a-user" title="Permalink to this headline">¶</a></h3>
183<p>A user may have more than one login (username and password) on
184their account, this can be useful if a user has certain access
185rights with one login but not with another, they can then choose
186which login to use when using Indico.</p>
187<p><img alt="image6" src="../_images/admin4.png" /></p>
188<p>To create a new login account for a user, use the <em>create a new
189account</em> option. This will take you to a screen where you can enter
190a new username and password. Once the new account is added it will
191show in the User Details screen as above</p>
192</div>
193<hr class="docutils" />
194<div class="section" id="deleting-additional-logins">
195<h3>2.2.6. Deleting Additional Logins<a class="headerlink" href="#deleting-additional-logins" title="Permalink to this headline">¶</a></h3>
196<p>To delete any additional account login select those accounts for
197that user that you wish to delete and use the <em>delete selected
198accounts</em> option from the User Details screen above. A user must
199have one login account however.</p>
200</div>
201</div>
202<hr class="docutils" />
203<div class="section" id="groups">
204<h2>2.3. Groups<a class="headerlink" href="#groups" title="Permalink to this headline">¶</a></h2>
205<p>You can use the Groups section to categorise users if you wish.
206You may want to use this feature to help with Access Control.
207If, for example, you have more than one user that you would like to
208manage an event, you could make a group of Managers for each event
209and then assign each set to an event as apposed to adding each
210individual user.</p>
211<p>To create a new group use the <em>New Group</em> feature in the <em>Users
212and Groups</em> menu, <em>Manage Groups</em> tab. You will be asked for a
213group name and a description.</p>
214<p><img alt="image7" src="../_images/admin5.png" /></p>
215<p>You can then start to add or remove users from the group.</p>
216<p><img alt="image8" src="../_images/admin6.png" /></p>
217<p>You can assign a group of users to Access Control in the same was
218as you can add individual users. Once your group(s) are created
219you can use the <em>Groups</em> option to find a particular group, to
220continue adding and removing users, or to modify the group details.</p>
221</div>
222<hr class="docutils" />
223<div class="section" id="ip-domains">
224<h2>2.4. IP Domains<a class="headerlink" href="#ip-domains" title="Permalink to this headline">¶</a></h2>
225<p>You can add sets of IP addresses called Domains to be used in
226Access Control. To add a new domain use the <em>New Domain</em> option in
227the <em>IP Domains</em> menu.</p>
228<p>You can then enter a name, description, and the IP addresses you
229which to use in this domain:</p>
230<p><img alt="image9" src="../_images/admin7.png" /></p>
231<p>Any domains you create can be shown from the  <em>IP Domains</em>
232menu, you can search for the domain name you want to look at
233and you will be shown the details of that Domain.</p>
234<p><img alt="image10" src="../_images/admin8.png" /></p>
235<p>From here you can also modify the domain.</p>
236</div>
237<hr class="docutils" />
238<div class="section" id="maintenance">
239<h2>2.5. Maintenance<a class="headerlink" href="#maintenance" title="Permalink to this headline">¶</a></h2>
240<p>The maintenance area is accessible from the <em>System</em> menu, <em>Maintenance</em> tab.
241From here you are able to:</p>
242<ul class="simple">
243<li>View the amount of Temporary files being used by Indico. Indico
244creates temporary files internally for example when a user submits
245a file or when creating a DVD, etc. These temporary files are
246stored until you delete them from here.</li>
247<li>Pack the Database. Indico periodically backs up your database and
248stores the older versions; you can choose to remove older versions
249to save memory by using the <em>pack</em> option, this will keep the
250current version of the database.</li>
251<li>Delete Websessions. The database stores temporary information for
252the period in which an end user is navigating Indico, for example,
253websessions. Websessions are stored in the database until you choose
254to delete them.</li>
255</ul>
256<p><img alt="image11" src="../_images/admin9.png" /></p>
257<p>You will be asked to confirm the deletion of temporary files and
258websessions as well as when packing the database.</p>
259</div>
260</div>
261
262
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269
270            <h3><a href="../index.html">Table Of Contents</a></h3>
271            <ul>
272<li><a class="reference external" href="#">1. Starting with Indico</a><ul>
273<li><a class="reference external" href="#creating-an-administration-account">1.1. Creating an Administration Account</a></li>
274<li><a class="reference external" href="#accounts-created-by-a-user">1.2. Accounts Created by a User</a><ul>
275<li><a class="reference external" href="#activating-a-user-created-account">1.2.1. Activating a User Created Account</a></li>
276<li><a class="reference external" href="#retrieving-a-forgotten-password">1.2.2. Retrieving a Forgotten Password</a></li>
277</ul>
278</li>
279</ul>
280</li>
281<li><a class="reference external" href="#id1">2. Administration Area</a><ul>
282<li><a class="reference external" href="#general-settings">2.1. General settings</a></li>
283<li><a class="reference external" href="#users">2.2. Users</a><ul>
284<li><a class="reference external" href="#manually-creating-a-user">2.2.1. Manually Creating a User</a></li>
285<li><a class="reference external" href="#searching-for-users">2.2.2. Searching for Users</a></li>
286<li><a class="reference external" href="#manually-activating-an-account">2.2.3. Manually Activating an Account</a></li>
287<li><a class="reference external" href="#modifying-a-user-s-account">2.2.4. Modifying a User&#8217;s Account</a></li>
288<li><a class="reference external" href="#creating-additional-logins-for-a-user">2.2.5. Creating Additional Logins for a User</a></li>
289<li><a class="reference external" href="#deleting-additional-logins">2.2.6. Deleting Additional Logins</a></li>
290</ul>
291</li>
292<li><a class="reference external" href="#groups">2.3. Groups</a></li>
293<li><a class="reference external" href="#ip-domains">2.4. IP Domains</a></li>
294<li><a class="reference external" href="#maintenance">2.5. Maintenance</a></li>
295</ul>
296</li>
297</ul>
298
299            <h4>Previous topic</h4>
300            <p class="topless"><a href="index.html"
301                                  title="previous chapter">Indico&#8217;s Admin Guide</a></p>
302            <h4>Next topic</h4>
303            <p class="topless"><a href="../QuickStartGuides/index.html"
304                                  title="next chapter">Indico&#8217;s Quick Start Guides</a></p>
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