First Steps / #3403

Dec 14, 2006 / pixtur
Dec 3, 2007 / guest
 

Attached files

Summary
first_steps_01_admin.png
first_steps_01_admin.png

7691 bytes / ID 3666 / Jan 5, 2007
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first_steps_03_related_people.png
first_steps_03_related_people.png

17506 bytes / ID 3689 / Jan 5, 2007
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For an account you only need name, nickname, e-mail and password.
For an account you only need name, nickname, e-mail and password.

10363 bytes / ID 3667 / Jan 5, 2007
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Things to do after successfully installing streber and removing the install-directory:

1. Login as administrator

2. Adjust admin

first_steps_01_admin.pngStart with creating your account (Image details)
If you don't have given the administrator a good password, you should do this now. Go to People. Right click the background of the line with admin (right clicking the text will not work). From the Context menu select "edit profile".




3. Create a user for yourself

For an account you only need name, nickname, e-mail and password.For an account you only need name, nickname, e-mail and password. (Image details)
It's a good idea to not work as Administrator.
  • In the People List use New Person to create a new user.
  • check the 'Person with Account' option
  • Enter your name, short nickname that will function as your login, a password, and add the Details Tab fill out at least one e-mail address, because this is later required for notifications
  • chose 'Admin' as profile. This profile has all possible rights, so it's equal to an administrator.
  • Submit -> Your user is now displayed in the list.
  • Log out as admin
  • Log in with your account




4. Create a project

In Streber most information are based on Items which has to be stored in Projects.
  • Select the "projects"-tab
  • Create a new Project with "New project" in the upper right corner.
  • Enter a name.
  • Confirm the Edit project-page with "Submit" which brings you directly to the project View of your new Project. Notice that you have already been added to the project's team.
  • To add more people, you will have to create them...




5. Create more users and understanding rights

In the People section you can keep information about any person, regardless if there are users with an active account or not. This has the advantage that e.g. if a "potential client" turns into a "trusted client" allowing him to login to check the project progress is really easy.

Profile & Rights

If the user can login, his User Profiles and user rights become important. Additional to being a preset for user rights the Profile is used as default role in projects. The user rights are a collection of options which define the users relation to non-project items like persons and company.

Scope

first_steps_03_related_people.pngAs Streber is based on the wiki principle it prefers hiding information over write protection. Since all changes can be reverted anyway the potential damage is low.
Default users have a limited "Scope" that only display relevant data. You could easily have two completely different teams (including clients) on one server without ever knowing from each other. Users see only persons, with which they work in the same projects. And they only see data from project they are assigned to.
  • Go to People and...
  • Create an active user with profile Developer. Check ''Create another person after submit" to...
  • Create an active user with profile Client
  • Go to your Project (either by projects or by the Projects list in your home)
  • Use the "+" icon below the Team-list to add both users at once.
You now have a Team of 3 users.




5. create a client-organisation

  • select the clients-tab
  • create a new client by using the link or the page-function
  • fillout some fields
  • Submit the new client



6. edit project




7. customizing

  • to change the default-language from English to German open "customize.inc" and add following line (or remove the "#" at the beginning):
confChange('DEFAULT_LANGUAGE', 'de');

5 Comments

guest

May 9, 2007
missing some ilustration
for non sysadmins it would be easier to understand with more ilustrations

pixtur

May 9, 2007

guest

Aug 29, 2007

guest

Nov 30, 2007
perfect
wow, i love this app.

@?why glasses if one does not want to see?

guest

Dec 3, 2007
Gorgeous
I can't believe how awesome this app is. Thank you to the entire community!

 

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