Quick User Guide for TCO EDAMIS 3.3

Transcription

1 Quick User Guide for TCO EDAMIS 3.3 Author Eurostat Unit B5: Data and metadata services and standards Release 1.0 Status Final Reference GUI GUI (Quick User Guide for TCO) F.doc

2 TABLE OF CONTENTS 1 INTRODUCTION HOW TO ACCESS EDAMIS VIA THE WEB PORTAL? HOW TO MANAGE USER INFORMATION AND RIGHTS THE MANAGE USERS FORM THE MANAGE RIGHTS BY DOMAIN / DATASET THE MANAGE ORGANISATIONS AND PERSONS FORM HOW TO MANAGE USER S PREFERENCES AT ONCE HOW TO ASK MORE RIGHTS OR REMOVE EXISTING RIGHTS TABLE OF FIGURES Figure 2: EDAMIS trees and gardeners... 3 Figure 4: EWP login form... 5 Figure 5: EWP welcome page... 5 Figure 6: Manage Users form... 6 Figure 7: Manage List of users Menu... 6 Figure 8: Manage users User management... 7 Figure 9: Manage Users Rights (org)... 7 Figure 10: Manage Rights List of domains/datasets... 9 Figure 11: Manage Rights List of user with rights by dataset... 9 Figure 12: Manage organisations and persons Figure 13: Manage organisations and persons Users by organisations list Figure 14: Manage organisations and persons Create a user Figure 15: Manage Users Preferences Figure 16: My rights screen TABLE OF TABLES Table 1: Possible rights in relation with the organisation roles... 8 Table 2: Possible values for the feedback... 8 Quick User Guide for TCO EDAMIS

3 1 INTRODUCTION The target audience of this Quick User Guide is the Transmission Coordinators working with the EDAMIS Rights and transmission in their organisation. It shows in a easy way how to use the EDAMIS Web Portal, including managing user s rights, user s preferences, creating and updating their own organisation. For more information on these specific subject, the user can consult the GUI GUI (User Manual for TCO) D. EDAMIS is an environment which implements the concept of the Single Entry Point (SEP) and delivers received files to the Eurostat production environment. EDAMIS enables an easy sending of data files to Eurostat together with explanatory notes and comments when needed. The support of transmission is the dataset inventory. The model of the EDAMIS inventory can be seen as two main trees. Eurostat is the gardener of the first tree, which defines the hierarchical structure from the statistical theme to the datasets, while countries are the gardeners of the second tree, defining relationships between countries, organisations and users and is managed by TCO (see Figure 1). Figure 1: EDAMIS trees and gardeners Two gardeners are the main actors. The domain managers (DMA) and the co-responsible domain managers (DCR) at Eurostat manage datasets and users links in their respective statistical domains and within their production units. Quick User Guide for TCO EDAMIS

4 The transmission coordinators (TCO) in organisations (mainly NSIs) manage users and their rights (Sender = SEN; Receivers = REC; Data preparer = DAP; Informed = INF; Sender/Receiver = S/R) within their organisation. When there is no transmission coordinator in an organisation, the domain manager and the domain co-responsible are by default the actors who manage the users rights in that organisation. Note EDAMIS Help Centre and Support A set of comprehensive documents is available at the EDAMIS Help Centre. They cover a wide range of topics such as the available software tools (including technical aspects: advice to select the best method to fit the requirements and the installation procedures). The EDAMIS Help Centre can be accessed through the following link: The EDAMIS support team is available to help you in case of questions, resolving incidents or problems encountered when using the data transmission tools. The support team can be contacted at the following address. estat-support-edamis@ec.europa.eu Tel: (+352) Quick User Guide for TCO EDAMIS

5 2 HOW TO ACCESS EDAMIS VIA THE WEB PORTAL? To access the EDAMIS Web Portal, enter the following address in your web browser: EDAMIS is also available via a link on Eurostat intranet: go to the Statistics >> Data transmission page. The Login page appears (see Figure 2): Figure 2: EWP login form Click on the [ECAS authentication] button; you will be redirected to the ECAS login page. For the purpose of this guide it is assumed that the reader (Transmission Coordinator) has an ECAS user account in the domain of External. If it is not the case or you are not familiar with ECAS please contact the EDAMIS support for further instructions. Enter your ECAS username (or address) and password, click on the [Login] button and after successful authentication you are back on the EDAMIS Welcome page (see Figure 3). Figure 3: EWP welcome page The Welcome page displays a summary table of recent data transmissions via the Web Portal, a number of user menu options (Transmission, Reports, Inventory, Workflow, User/Rights, Administration, Preferences and Logout) and some links (e.g. the Sitemap, the EDAMIS Help Centre). Information about details not discussed in this guide is available in the EDAMIS Help Centre. Quick User Guide for TCO EDAMIS

6 3 HOW TO MANAGE USER INFORMATION AND RIGHTS The users information and their rights can be managed in two menu items: Manage Users screen, Manage Rights by Domain / Dataset screen. 3.1 The Manage Users form Select Users/Rights in the navigation bar and select Manage Users from the dropdown list (see Figure 4). Figure 4: Manage Users form Use the country group, country and organisation filters to find the user. Searching is also possible using the user s name ( Pattern name ), profile or user status. When the filters are set up, press the [View] button to get the list of matching users (see Figure 5). Figure 5: Manage List of users Menu The users are shown with a colour background indicating their status: White background: the user is active. Orange: the user has sent a guest request and is waiting for granting or approval. Grey: user has been created in the EDAMIS inventory, but not activated. Quick User Guide for TCO EDAMIS

7 Red: user has sent a request but there is a problem with it. Light yellow: user has been created, but the rights have been granted only partially: some accepted, but others refused. Black yellow: the user has sent a request and is waiting for granting or approval. Click on the user s last name to update the parameters (see Figure 6). 5 sections are available: Information, Organisation, Rights (Org), Preferences and s. Figure 6: Manage users User management The Information tab allows TCO to update the user profile and to change specific information related to the user (Tél, Name, Adress, ). In the Organisation Tab, It is possible to move a user from one organization to another (both organization must be managed by the TCO). In the Rights (org) tab, TCO can approve/disapprove a requested right or update an existing right. It is the most important used tab (see Figure 7). Figure 7: Manage Users Rights (org) Quick User Guide for TCO EDAMIS

8 The possible rights depend of the organisation role. Table 1 presents the possible rights in relation with the organisation roles. Organisation roles Rights Sender Receiver Informed Sender/ receiver Data preparer X X X X X Sender/ receiver Sender X X X Receiver X X Table 1: Possible rights in relation with the organisation roles In the last 2 tabs (Preferences and , the TCO can update the setting for several messages sent by the application. Regarding triggers the following types of messages can be configured. Acknowledgement: sent upon reception of the data file at Eurostat, indicating that processing in EDAMIS has started. Notification: sent upon delivery of the data file to the production environment. Reminder: sent according to the dataset settings to warn the sender that the deadline is approaching, has been reached or already passed. Sent also to receivers for information. The possible and default values in function of user roles are displayed in the table below. Type of feedback Acknowledged Notified Reminded Possible values No, Sent (1), All (2) No, Sent (1), All (2) Yes, No Roles/Profiles Default Other Default Other Default Other INF No All All No Yes No DAP All No No All Yes No SEN All Sent No Sent, All Yes No TCO Sent All No Sent, All Yes No REC Sent No, All All Sent, No Yes No SEN/REC Sent No, All All Sent, No Yes No Sent (1) : Receive Acknowledgements and Notifications only for the files the user sent. All (2) : Receive Acknowledgements and Notifications for all the files under the user s responsibility, even if sent by another user. Table 2: Possible values for the feedback Quick User Guide for TCO EDAMIS

9 3.2 The Manage Rights by Domain / Dataset Select Users/Rights in the navigation bar and select Manage Rights by Domain/Dataset from the drop-down list (see Figure 8). Select the domain, dataset and country where you want to manage the rights. Click on [View] to see the selected domain and datasets (see Figure 8). Figure 8: Manage Rights List of domains/datasets The colour indicates the role of the country/organisation. Yellow: Sender/receiver; Blue: Sender; Red: Receiver. Click on the country name to manage the rights on the dataset. The screen shows persons/groups and their rights (see Figure 9). Figure 9: Manage Rights List of user with rights by dataset The users are shown with a colour background indicating their status. The code of colour is the same than the one used in the Manage Users form. On this screen, TCO have the possibility to update an existing right, approve /disapprove an requested right, give another right or remove an existing right Update an existing right: by changing the role in the granted column and clicking on the [Save Rights] button. Approve/disapprove a requested right: By select the requested role in the column Granted and clicking on the [Save] button. Giving another rights: After clicking the [Add right] button, the user access to another screen and have the possibility to select an role for specific user to give him a specific right. Remove an existing right: TCO can select the use and click on the [Remove Rights] button. Quick User Guide for TCO EDAMIS

10 4 THE MANAGE ORGANISATIONS AND PERSONS FORM Select Users/Rights in the navigation bar and select Manage Organisations and Persons from the drop-down list (see Figure 10). Figure 10: Manage organisations and persons Select the country group and country. Click on the [View] button to show the list of root organisations.the list also shows the number of users in each organisation. Click on the organisation name to show information about the Organisational Units and the attached users (see Figure 11). Part 1 Part 2 Part 3 Figure 11: Manage organisations and persons Users by organisations list The form has three sections showing the following details; General information about the organisation, The list of users linked to the organisation, Details of the dataset country specifications. In the first part of the screen, TCO has the possibility to update general information related to the organisation, to delete the organisation or to create a sub organisation. The second part allows TCO to delete, update or to create users. To create an user, click on the [create] button, fill in the different fields presented in the Figure 12 and save. Quick User Guide for TCO EDAMIS

11 Figure 12: Manage organisations and persons Create a user 5 HOW TO MANAGE USER S PREFERENCES AT ONCE TCO can manage the preference of his organisation though 2 specific menus; Users/Rights>Manage Users and Users/Rights>Manage User Preferences. The first menu has been presented in the chapter 3. The second menu is presented in the figure below. Figure 13: Manage Users Preferences On this screen, TCO can manage the preferences of all users belonging to his organisations. The parameters Notification, acknowledgement and reminder can be updated by modifying the values in the checkboxes. Quick User Guide for TCO EDAMIS

12 6 HOW TO ASK MORE RIGHTS OR REMOVE EXISTING RIGHTS If a user has rights on specific datasets, he can ask for more. To do it, he must click on the menu Preferences>My rights. Figure 14: My rights screen The user must select the role he wants for another dataset and click on the Save button The request is sent to DMA of the new dataset and/or to TCO if the checkbox TCO is selected. The DMA/TCO should be able to grand the requested rights. Quick User Guide for TCO EDAMIS