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

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1 CMS 502: D2 Training for s Updated: August 31, 2017 CMS502: D2 Training for s Agenda 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 Getting started Access QA (training): Log in: Login: McGill User Name Password: McGill Password 1

2 CMS 502: D2 Training for s Updated: August 31, 2017 D2 training accounts Lab PC ID Password Space Location Train02 training2 Ask Instructor 000Training02 Row1 Train03 training3 Ask Instructor 000Training03 Row1 Train04 training4 Ask Instructor 000Training04 Row1 Train05 training5 Ask Instructor 000Training05 Row1 Train06 training6 Ask Instructor 000Training06 Row1 Train07 training7 Ask Instructor 000Training07 Row1 Train08 training8 Ask Instructor 000Training08 Row1 Train09 training9 Ask Instructor 000Training09 Row2 Train10 training10 Ask Instructor 000Training10 Row2 Train11 training11 Ask Instructor 000Training11 Row2 Train12 training12 Ask Instructor 000Training12 Row2 Train13 training13 Ask Instructor 000Training13 Row2 Train14 training14 Ask Instructor 000Training14 Row3 Train15 training15 Ask Instructor 000Training15 Row3 Train16 training16 Ask Instructor 000Training16 Row3 determines: Who gets in Membership What they can do Permissions 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 2

3 CMS 502: D2 Training for s Updated: August 31, 2017 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 View space members Method 2 (coordinators only) 1. Click space name or folder 2. Click MANAGE workspace 3. Click Workspace Members 4. Click View Members 3

4 CMS 502: D2 Training for s Updated: August 31, 2017 View space members Method 3 (coordinators only) 1. Click space name or folder 2. Click MANAGE workspace 3. Click Workbench 4. Click Show Members 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 Exercise 1 4

5 CMS 502: D2 Training for s Updated: August 31, 2017 Group administration To add user or AD group to space 1. Use MANAGE Workspace 2. Click on the space from the Browser widget. 3. Click Workbench 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 To add user or AD group to space 5

6 CMS 502: D2 Training for s Updated: August 31, 2017 To add user or AD group to space To remove user or AD group from space 1. Use MANAGE Workspace 2. Click on the space from the Browser widget. 3. Click Workbench 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 To remove user or AD group from space 6

7 CMS 502: D2 Training for s Updated: August 31, 2017 Permissions To update user or group permissions at folder and file level: 1. Use MANAGE Workspace 2. Select the folder/file Click Browser widget to select the folder OR Click Documents widget to select the file 3. Click Workbench 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 group e.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 Note: it is not possible to set permissions at the space level. This is the message that displays: 7

8 CMS 502: D2 Training for s Updated: August 31, 2017 To update user or group permissions at folder level To update user or group permissions at folder level To update user or group permissions at file level 8

9 CMS 502: D2 Training for s Updated: August 31, 2017 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 group 1. Ensure that new D2 group is created and you are the administrator 2. Select your folder within the space 3. Click MANAGE workspace 4. Click Workbench 5. Click Update Permissions 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 9

10 CMS 502: D2 Training for s Updated: August 31, 2017 Spaces Add permission to new D2 group Spaces Add permission to new D2 group Spaces Add permission to new D2 group 10

11 CMS 502: D2 Training for s Updated: August 31, Add users/groups to new D2 group 1. Click MANAGE workspace 2. Click on the space from the Browser widget 3. Click Workbench 4. Click Previously seen steps apply To remove permission from D2 group 1. Select your folder/file within the space 2. Click MANAGE workspace. 3. Click Workbench 4. Click Update Permissions 5. Select the D2 group 6. From the drop down list of permissions, select Exclude 7. Click Save 8. Click Close To remove permission from D2 group 11

12 CMS 502: D2 Training for s Updated: August 31, 2017 Conclusion D2 issues & questions Contact IT Service Desk KB articles Article 1445 Service description D2 space request form FAQ Training material D2 User Guide Article 7580 D2 plugins What s Next 12