CMS502 Training for Coordinators - McGill...

CMS 502: D2 Training for Coordinators Updated: August 31, 2017

IT Training 1

IT Training & Communications

CMS502: D2 Training for Coordinators


Agenda

Coordinator functions:

View space members

View and edit space properties

Add user or AD group to space

Remove user or AD group to space

Update group permissions

Create a new D2 group

add a new D2 group

assign permissions to new D2 group

add users or groups to new D2 group


Access QA (training):https://qcms.mcgill.ca/D2/#d2

Log in:Login: McGill User Name

Password: McGill Password

Getting started


IT Training 2

IT Training & CommunicationsD2 training accounts

Lab PC ID Password Space Location

Train02 training2 Ask Instructor 000Training02 Row1
















Coordinator determines:

Coordinator

Who gets inMembership

What they can doPermissions


Edit/View space properties View space members

Edit space name

Manage membership Add more coordinators, contributors, consumers

Add members to roles (called groups in D2)

Short spacename_coordinator

Short spacename_contributor

Short spacename_consumer

Coordinator


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Space properties


View space members

Method 1 (also available to contributors & consumers)

1. Click space name or folder

2. Click BROWSE workspace

3. Click Browser widget

4. Click Workspace Members

5. Click View Members

Coordinator


View space members

Method 2 (coordinators only)


2. Click MANAGE workspace

3. Click Workspace Members

4. Click View Members

Coordinator


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View space members

Method 3 (coordinators only)



3. Click Coordinator Workbench

4. Click Show Members

Coordinator


View and edit space properties A space coordinator:

• can view all space properties

• cannot change: Space Short Name, Public Space, Source Template

1. Right-click on space name

2. Click Properties…

3. View properties

4. Can update:

Name of the Space

Title of this Space

Subject

5. Click OK to save changes

Coordinator


Exercise 1


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Group administration


To add user or AD group to space

1. Use MANAGE Workspace

2. Click on the space from the Browser widget.


4. Click

5. From Select your Group field, look for the group (e.g. contributor)

6. Enter all or part of user or AD group name in search field

7. Click Search

8. Select user/group and add by using button

9. Click Save

10. Click Close

Coordinator



Coordinator


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Coordinator


To remove user or AD group from space


2. Click on the space from the Browser widget.


4. Click

5. From Select your Group field, look for the group (e.g. contributor)

6. Select the user or AD group you would like to remove from the list on the right

7. Click the button

8. Click Save

9. Click Close

Coordinator


To remove user or AD group from space

Coordinator


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Permissions


To update user or group permissions at folder and file level:


2. Select the folder/file

Click Browser widget to select the folder OR

Click Documents widget to select the file


4. Click Update Permissions

5. Look for the group in the Group field (coordinator, contributor, consumer)

6. Click the down-arrow to modify permission for the groupe.g. Edit, Delete, Read, Read & Comment

7. Click Save

8. Click Close

Note: If you update the permissions for the parent folder, the items within the folder inherit the same permissions

Coordinator


Note: it is not possible to set permissions at the space level.This is the message that displays:

Coordinator


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To update user or group permissions at folder level

Coordinator


To update user or group permissions at folder level

Coordinator


To update user or group permissions at file level

Coordinator


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Exercise 2


Are you using custom roles/groups

in CenterStage?


To create a new D2 group and assign it permissions

1. Request the new D2 group from IT Service Desk

2. Add permission to new D2 group1. Ensure that new D2 group is created and you are the administrator

2. Select your folder within the space




6. In Add a Group field, type the D2 group name created by IT Support

7. Select the D2 group

8. Assign a permission to the D2 group (e.g. Read, Edit, etc.)

9. Click Add

10.Click Save

11.Click Close

Coordinator


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Add permission to new D2 group

Spaces



Spaces



Spaces


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3. Add users/groups to new D2 group


2. Click on the space from the Browser widget


4. Click

Coordinator

Previously seen steps apply


To remove permission from D2 group

1. Select your folder/file within the space

2. Click MANAGE workspace.



5. Select the D2 group

6. From the drop down list of permissions, select Exclude

7. Click Save

8. Click Close

Coordinator


To remove permission from D2 group

Coordinator


IT Training 12

IT Training & CommunicationsCoordinator

IT Training & CommunicationsConclusion

D2 issues & questions Contact IT Service Desk

KB articles Article 1445

Service descriptionD2 space request form FAQTraining materialD2 User Guide

Article 7580D2 plugins

IT Training & CommunicationsWhat’s Next

CMS502 Training for Coordinators - McGill...

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