Managing Users in Insight Studio
If you have the required permissions, Insight Studio enables you to manage all aspects of users, User Groups, and User Shares.
Basic tasks that Insight Studio can manage:
- Adding/Removing Users
- Adding/Removing Shares
- Managing Users' access to Shares
- Managing Users' access to User Groups
Tasks that can only be accomplished within the Administrator Tools:
- Adding new Collection Entries for Collection Managers you don't control (see page Adding a Remote Collection or New Collection Manager/Personal Insight Manager to your User Manager )
- Deleting Collection Entries (see page )
- Adding new Virtual Collection Entries (see page )
- Adding User Groups for Virtual Collections (see page )
- Adding Administrative Users (see page )
Introduction to the User Management Tool
The User Management tool has a layout similar to the rest of Insight Studio. Like the Theme selection panel or the Catalog Template selection panel, the User Management Tool is broken into two main panels. The left panel displays a hierarchical tree outlining nodes of User Manager responsibility: Users, User Groups and Shares. The right panel displays tables of entries contained by the node selected on the left and provides a set of buttons to modify or delete selected entries or to create new entries.
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Opening the User Management Tool
To access the User Management Tool, you must first have permission to manage users. For more information on user management permissions, please see Managing Administrative Users on page .
To Manage Users:
- Open Insight Studio and log in with your administrative username.
- Double-click on the collection you'd like to add the user to. If you are planning to manage access to multiple collections, use Administrator Tools.
- From the main management menu, choose Manage Users and Groups.
NOTE: Alternately, you can always access the User Management area via the Task Menu (under Access Management).
Adding a New User to an Existing Collection
Each user is assigned a set of User Groups and Shares (shared folders) to which they have access. Each User Group provides access to a collection and grants the user a set of rights within that collection.
To create a new user:
- Once the User Management Tool has loaded, choose Users from the list of management tasks.
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- Press Add to add a user.
- Provide a Log-in Name, First Name, Last Name, and Password.
NOTE: The information placed in the User Manager database is used to populate various forms in Insight (for example, the annotation information).
- Select the Member Of tab to assign the User to User Groups (which are in turn assigned to collections).
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- Click "Add" to assign the user access to one or a set of User Groups.
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- Select one, or a set of User Groups to grant the user access to specific collections.
NOTE:You can select multiple Field Groups by holding down the Ctrl key.
NOTE:User Groups created by Insight Studio (one is automatically created for each new collection if you have rights) will start with the collection name; we suggest you continue this convention to easily determine what User Group maps to what collection.
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- Click OK to add access to the User Groups.
- Select the Share Access tab to assign the user rights to Shared Folders.
- Click "Add" to add access to a share for your user.
- Select the Shares you wish to grant the user access.
NOTE:You can select multiple shares by holding down the Ctrl key.
NOTE:The user will have access to each share within ANY collection that they have access.
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- Click the checkboxes to assign write/delete permissions.
- Enabling "Create Folders" will allow the end-user to create sub-folders inside the share.
NOTE:By granting access to the share, you have automatically granted the user the READ permission.
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- Click OK to add the user.
Creating New Folders
Once a User Share is created, users who have the permission to create "Folders" can create and manage any sub-folders within that share. See below for an example.
See above for granting users the right to create folders.
- Press Add to add a share.
- Name your share.
- If you want to add users to this share immediately:
- Select the Share Access tab
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- Press Add.
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- Select the users you wish to add to the share.
NOTE: To select multiple users immediately next to each other in the list, select the first user, then hold down shift and select the last user.
NOTE:To select multiple users that are not next to each other in the list select the first user, then hold down the Ctrl key and select each of the other users you wish to add.
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- Click OK to add your share.
Creating New User Groups
User Groups are used to manage access to collections. In a Collection Manager, User Groups are associated with profiles (which assign rights to that group). In the User Manager, User Groups are assigned to Users.
NOTE: There is a 1:1 relationship between User Groups in the Collection Manager and the User Manager. In order to login, you MUST have both.
NOTE: User Groups and Access/Code Keys are case sensitive.
Before you can create a User Group in the User Manager, you must create a User Group in the Collection Manager. Please see (Managing Access Permissions on page for more information).
To create a new User Group in the User Manager:
- Launch Insight Studio and connect to the collection that you wish to add the new User Group.
NOTE: If you are adding a User Group to a collection that you do not manage (have administrative access to), you must add the User Group in the Administrator Tools (see page ).
- Once the User Management Tool has loaded, choose User Groups from the list of user management tasks.
- Press Add to create a new User Group in the User Manager.
- Enter the Group Name and Access/Code Key (must match exactly with Group Name and Access/Code Key in the Collection Manager).
- WARNING: Group Name and Access/code key are case sensitive. Differences in case will not match and users will not be able to login.
- Enter a Description and Display Name.
- Either press OK to add the User Group, or select the Members tab to add specific users to the User Group.
NOTE: To select multiple users immediately next to each other in the list, select the first user, then hold down shift and select the last user.
NOTE: To select multiple users that are not next to each other in the list, select the first user, then hold down the Ctrl key and select each of the other users you wish to add.
Deleting User Groups
To delete User Groups, use the Administrator Tools. Please see Deleting User Groups on page for more information.
Adding new Collection or Personal Collection Managers after Installation
Insight Studio currently cannot add new collection references to your User Manager. Without the address information contained in references to Collection Managers (and Personal Insight Managers), the User Manager can not direct users to collections.
To add a new collection to your User Manager, use Administrator Tools. See Adding a Remote Collection or New Collection Manager/Personal Insight Manager to your User Manager on page for more information.
Cleaning Out Insight Shares
Sometimes you need to clean-out shares, delete saved groups in a set larger than is manageable in the Java Client or Browser Client. In these cases, you can manage the groups a different way – on the file system.
- If you have access to the machine running the User Manager, then locate the user_manager directory in the LunaImaging/6.3/ directory.
- Inside the user_manager directory, locate the Image-Group-Files directory.
- The Image-Group-Files directory contains one directory per Share. Inside each share is a File for each Group.
- Delete or back up User Groups as needed.
NOTE:You may see .lst files – these contain lists of presentations in a group and are created by the server for quick access.