Depending on how COmanage is deployed, you need to install it, configure Collaborative Organisations (CO's) and/or assign the admin role of a CO to someone, like a Principal Investigator (PI). The CO admin can invite members. For every rol, you find documentation below.
Steps for COmanage administrators: installation (download clickable PDF)
Before you can try COmanage, you need to install it (as long as it is available and does what you need, you can also use the demo environment at https://registry.bbmri-nl.demo.surfconext.nl/ ). If you want to install COmanage:
- Acquaint yourself with COmanage terminology: https://spaces.internet2.edu/display/COmanage/Glossary
- Install COmanage on a (Virtual) Machine: a how-to can be found in the readme at https://github.com/venekamp/nowfap-portal/blob/develop/README.md (we are working on an improved version: contact us for the status)
Steps for COmanage administrators, after installation (download clickable PDF)
After someone has installed COmanage, you need to configure CO's. We recommend the following steps for people with the task to create CO's:
- Learn about different types of admins and super users: Registry Administrators
- Create a new CO: How to Create a New CO
- Configure a new CO: How to Configure a CO
- Enable enrollment flows: How to Configure Enrollment Flows
- Configure an invitation flow: How to Configure an Invitation Enrollment Flow
- Configure a Self Signup Flow: How to Configure a Self Signup Enrollment Flow
- Add new CO members: How to Add New CO Members
- Assign CO admin roles to members: How to Make a Member into a CO Admin
- Learn about different types of groups: COUs vs CO Groups
- Create a Group: How to Create a Group
Steps for PI (delegated CO manager)
We recommend the following steps when you want to try-out/start using COmanage:
- Configure a new CO: How to Configure a CO
- Enable enrollment flows: How to Configure Enrollment Flows
- Configure an invitation flow: How to Configure an Invitation Enrollment Flow
- Configure a Self Signup Flow: How to Configure a Self Signup Enrollment Flow
- Add new CO members: How to Add New CO Members
- Assign CO admin roles to members: How to Make a Member into a CO Admin
A graphical representation of all the steps (download for a clickable version):
After all these steps, you should now able to have users login to your portal, as was shown in the video (if the video doesn't start playing, try opening it full-screen via the icon in the top right corner):
Links to more info
If you want more info, including how COmanage can play a role in different scenario's, available plugin-options and integration with a more feature rich group supplier like Grouper, access the COmanage Administrative Manual at https://spaces.internet2.edu/display/COmanage/COmanage+Administrative+Manual , or the Technical Manual at https://spaces.internet2.edu/display/COmanage/COmanage+Technical+Manual .
COmanage demo environment: https://registry.bbmri-nl.demo.surfconext.nl/
- Example inventory: https://github.com/venekamp/nowfap-portal/tree/develop/inventories/example
- COmanage how-to-articles: https://spaces.internet2.edu/display/COmanage/How-to+articles
- Userflow video (Ben, Google Drive): https://drive.google.com/open?id=0BwSgD_8NVoJcSTd4UmRqc0g1Yk0
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