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Depending on how COmanage is deployed, you might or might not need to install it, configure Collaborative Organisations (CO's) and 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.

Most SCZ users only need to read "Steps for a CO manager like a Principal Investigator".

Steps for COmanage administrators: installing COmanage

For people using the hosted SCZ COmanage, this step can be skipped.

But for people that want to completely 'roll their own', including installing COmanage themselves: 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:

 

  1. Acquaint yourself with COmanage terminology: https://spaces.internet2.edu/display/COmanage/Glossary 
  2. 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

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:
  1. Learn about different types of admins and super users: Registry Administrators
  2. Learn about the difference between a CO and a COU: CO vs COU
  3. Create a new CO: How to Create a New CO > for SCZ, this is done by the SCZ team
  4. Configure a new CO: How to Configure a CO  > for SCZ, this is done by the SCZ team
  5. Enable enrolment flows: How to Configure Enrollment Flows
  6. Configure an invitation flow: How to Configure an Invitation Enrollment Flow
  7. Configure a Self Signup Flow: How to Configure a Self Signup Enrollment Flow
  8. Add new CO members: How to Add New CO Members
  9. Assign CO admin roles to members: How to Make a Member into a CO Admin
  10. Learn about different types of groups: COUs vs CO Groups
  11. Create a Group: How to Create a Group
  12. Make services available to users 

Steps for a CO manager like a Principal Investigator

If a COmanage environment is installed and pre-configured, depending on how tasks are divided between you and the COmanage administrator, we recommend the following steps when you want to try-out/start using COmanage:
  1. Learn about the difference between a CO and a COU: CO vs COU
  2. Configure a new CO: How to Configure a CO 
  3. Enable enrollment flows: How to Configure Enrollment Flows
  4. Configure an invitation flow: How to Configure an Invitation Enrollment Flow
  5. Configure a Self Signup Flow: How to Configure a Self Signup Enrollment Flow 
  6. Add new CO members: How to Add New CO Members
  7. Assign CO admin roles to members: How to Make a Member into a CO Admin 
  8. Make services available to users 

Steps for a user

After all these steps, users should now able to 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. The cow-sound at the start of the video is related to the name of the company involved in work on COmanage, Spherical Cow Group of which the name is based on the usage of spherical cow, a humorous metaphor for highly simplified scientific models of complex real life phenomena):

Links to more info

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