CIRCABC Module 2 Manage your Interest Group DIGIT

CIRCABC Module 2 Manage your Interest Group DIGIT A3 By DIGIT-CIRCABC-SUPPORT 2/6/20 DIGIT Directorate-General for Informatics Content

What is CIRCABC? How to access CIRCABC? How to sign up to ECAS? How to reset a password? Update personal information Create a new Interest Group Manage access to your IG Join the IG Invite new user Change profile Remove membership DIGIT

2 Directorate-General for Informatics Content Manage the access profile Manage permission to spaces Export and Import Profiles Manage space sharing Recover deleted documents Newsgroups Notifications Information service

Manage look & feel What else? Contact DIGIT 3 Directorate-General for Informatics What is CIRCABC? CIRCABC is a web-based service provided by the European Commission. It is used to create collaborative workspaces where communities

of users can work together and share information and resources. CIRCABC is a service managed and provided by ISA framework http://ec.europa.eu/isa OSS (Open Source Software version) of CIRCABC is available on Joinup: http:// joinup.ec.europa.eu/software/circabc/description DIGIT 4

Directorate-General for Informatics What is CIRCABC? Try CIRCABC as an online service at https://circabc.europa.eu (Production) https://circabc.acceptance.europa.eu (Testing) https://circabc.training.europa.eu

(Training) DIGIT 5 Directorate-General for Informatics Interest group Through CIRCABC, you can manage content, administer users and communicate via collaborative groups called Interest Groups: Interest Group

Information Library Events Main folder Members Newsgroups Report topic

Release documents Organization Brainstorming Meeting DIGIT 6 Directorate-General for Informatics How to access CIRCABC?

https://circabc.europa.eu DIGIT 7 Directorate-General for Informatics How to access CIRCABC? Select your domain: Login DIGIT

8 Directorate-General for Informatics How to sign up to ECAS? External users can create their ECAS account: From the external domain page Sign up or Not

registered yet DIGIT 9 Directorate-General for Informatics How to sign up to ECAS? DIGIT 10

Directorate-General for Informatics How to sign up to ECAS? They will receive an email with an activation link DIGIT 11 Directorate-General for Informatics How to sign up to ECAS?

Through this link, they can set their ECAS password DIGIT 12 Directorate-General for Informatics How to reset a password? If you (or your members) have lost your ECAS password From the right domain

New password or Lost your password External users must click on new password from the external domain page DIGIT 13 Directorate-General for Informatics

How to reset a password? DIGIT 14 Directorate-General for Informatics DIGIT 15 Directorate-General for Informatics

Update personal information External users can update their personal information https://circabc.europa.eu Login DIGIT 16

Directorate-General for Informatics Update personal information Account information Modify my personal data DIGIT 17 Directorate-General for Informatics

Update personal information Edit your personal information and click on Submit DIGIT 18 Directorate-General for Informatics Update personal information The personal information can now be updated in CIRCABC

Login Administration My account Get data from Central User database DIGIT 19

Directorate-General for Informatics TAXUD CIRCA ADMIN AGRI CIRCA ADMIN How to create a new interest group? ENV CIRCA ADMIN RTD CIRCA ADMIN REGIO APPLICATIONS ADMIN MARKT CIRCA ADMIN

CLIMA CIRCABC ADMIN Send your request to your local CIRCABC administrator with the following details: COMM LSA ENTR CIRCA ADMIN SANCO CIRCA ADMIN DEVCO LSA EMPL CIRCABC ADMIN Title

Leader (minimum one leader) Descriptions (Optional) HR IRM For other categories contact: DIGIT CIRCABC SUPPORT via your local service desk DIGIT 20

Directorate-General for Informatics How to create a new interest group? When the Interest Group is created you can Invite several leaders (strongly recommended) DIGIT 21 Directorate-General for Informatics

How to create a new interest group? And Change the title and add a descriptions DIGIT 22 Directorate-General for Informatics Manage access to your interest group 3 access modes

Membership access: Only invited users can access your IG Registered access: Logged users (ECAS) can view the title and description of your IG Public access: anonymous visitors (no login is required) can view the title and the description of your IG Membership is the default access mode DIGIT 23 Directorate-General for Informatics

Manage access to your interest group Membership access: Users cannot request to join your group Registered access & Public access: Users can request to join your goup DIGIT 24 Directorate-General for Informatics

and now please request to join my registered group Header : Others Category : Training DIGIT 25 Directorate-General for Informatics Join the interest group

Leaders receive an automatic email DIGIT 26 Directorate-General for Informatics Join the interest group Check and accept applications

DIGIT 27 Directorate-General for Informatics Join the interest group View applicant and grant membership DIGIT 28

Directorate-General for Informatics Join the interest group 1 - Select the user 2 - Choose the profile 3 - Add to list 4 - Next 5 - Finish DIGIT

29 Directorate-General for Informatics Manage access to your interest group The interest group visibility is defined through the menu Access profiles of the interest group administration menu DIGIT 30

Directorate-General for Informatics Manage access to your interest group Manage the visibility of your IG (Access modes) Profile = a Permission for each Service DIGIT 31

Directorate-General for Informatics Manage access to your interest group The below table lists the permission allowed on the library: No-access: you cannot even read contents. Access: read only; you can only download contents items as well as their properties. Edit only: you can only edit any content item; you cannot create nor delete any.

Manage own: you can create, edit and delete your own contents. You can only read the documents created and managed by the other members. Full Edit: you can create, edit and delete your own contents; you can edit any content whoever be its author. Administer: library, you can manage the DIGIT

32 Directorate-General for Informatics Manage access to your interest group Allow the logged-in users to access the library of your group although having no membership - Enable the Registred access - Change the profile permissions to Access DIGIT

33 Directorate-General for Informatics Invite new user Leaders may invite any user with an ECAS account DIGIT 34 Directorate-General for Informatics

1 Enter the identifier (Email, UserID, Last or first Name) 2 - Search 3 - Select the user 4 - Choose the profile 5 - Add to list 6 Next 7 - Finish DIGIT 35

Directorate-General for Informatics Invite new user The new member is listed in the service Members DIGIT 36 Directorate-General for Informatics

Change profile Membership can be found in the Administration menu of the interest group. DIGIT 37 Directorate-General for Informatics Change profile Change roles and select the new profile

DIGIT 38 Directorate-General for Informatics Remove membership Users are not any longer members of the interest group. They remain registered users and possibly member of other IGs DIGIT

39 Directorate-General for Informatics Manage the access profiles Need to setup your own profile Create a new access profile From the access profiles page : DIGIT 40

Directorate-General for Informatics Manage the access profiles Set a permissions for services DIGIT 41 Directorate-General for Informatics Manage the access profiles The new profile is available and ready to be used

DIGIT 42 Directorate-General for Informatics Manage the access profiles Delete a profile The profile can be deleted if only it has not been assigned DIGIT

43 Directorate-General for Informatics Manage permission to spaces You need to setup a specific permission to your spaces: Users granted profile Italy have access to the space Italy only Users granted profile Spain have access to the space Spain only Users granted profile France have access to the space France only Create spaces and profiles:

Profiles Library DIGIT 44 Directorate-General for Informatics Manage permission to spaces From the Administration panel of each space

DIGIT 45 Directorate-General for Informatics Manage permission to spaces The default permission for Italy Spain and France is access. So cancel the Inherit Parent Space Permissions DIGIT 46

Directorate-General for Informatics Manage permission to spaces and grant access to the right profile only (In this case Italy) DIGIT 47 Directorate-General for Informatics

DIGIT 48 Directorate-General for Informatics Manage permission to spaces Space Italy visible only by the profile Italy DIGIT 49

Directorate-General for Informatics Export/Import profiles Leaders can make a group of members ready to be included in different interest groups of the same category Step 1: Export the profile from the first IG DIGIT 50

Directorate-General for Informatics Export/Import profiles Step 2 Import profile to any IG from the same category and customize permission DIGIT 51

Directorate-General for Informatics Share spaces with other IG The library spaces can be shared with other interest groups from the same category Step 1: Leaders or Authors of IG 1 invite IG 2 to share space Step 2: Leaders or Authors of IG 2 make the shared space available in the IG 2 DIGIT

52 Directorate-General for Informatics Share spaces with other IG (Step 1) View Details DIGIT 53 Directorate-General for Informatics

Share spaces with other IG (Step 1) Invite an IG to share our space and select the permission you want to give to the members of this IG DIGIT 54 Directorate-General for Informatics Share spaces with other IG (Step 1) If the

maximum permission is Full Edit: Permissions given to the library of the invited IG Right permissions to our space Lib Admin Lib Full Edit Lib Access Lib Full Edit Lib Full Edit

Lib Access IG "CIRCABC team" is now invited to share our space DIGIT 55 Directorate-General for Informatics Share spaces with other IG (Step 2) Make the shared space available in library of the IG 2

DIGIT 56 Directorate-General for Informatics Library: recover deleted documents Manage deleted items can be found from the Administration menu of the LIBRARY DIGIT

57 Directorate-General for Informatics Library: recover deleted documents The library administrator (Leader) can recover the documents deleted during a given span of time specific documents (selected from name or content, ) DIGIT 58

Directorate-General for Informatics Newsgroups Newsgroups is the online discussion of your IG where members can hold conversations in the form of posted messages The discussion can be moderated: Posted message might need to be approved by a moderator before it becomes visible DIGIT

59 Directorate-General for Informatics Newsgroups Newsgroups is made by forums Forum contains topics DIGIT 60

Directorate-General for Informatics Newsgroups To start the discussion leaders must first create a forum Name the forum and specify if it's moderated or not DIGIT 61 Directorate-General for Informatics

Newsgroups Leaders, authors , contributors or anyone can access and post can create a topic in a forum DIGIT 62 Directorate-General for Informatics Newsgroups

DIGIT 63 Directorate-General for Informatics Newsgroups or reply to existing topic DIGIT 64

Directorate-General for Informatics Notifications You can subscribe to the notification for the library or newsgroups Leaders may set up a notification status for single users or for profiles DIGIT 65 Directorate-General for Informatics

Notifications Let the search box empty and click search: All the existing profiles are listed Select the profile Select Subscribed

Add to list DIGIT 66 Directorate-General for Informatics Notifications All the members with profile Access receive a

notification whenever a document is uploaded into the library DIGIT 67 Directorate-General for Informatics Notifications What a notification looks like DIGIT

68 Directorate-General for Informatics Information service Static website hosted in the Interest group, Allows leaders to present their interest group DIGIT 69

Directorate-General for Informatics Information service Add your mini-website as content of the information service DIGIT 70 Directorate-General for Informatics Information service

Create a space wherein you upload the images relating to the html file loaded in content (similar to a file folder in Windows) DIGIT 71 Directorate-General for Informatics Information service You link the content to the space through an index This index can be configured through command Edit

Information service properties in the Administration section of the Information service DIGIT 72 Directorate-General for Informatics Information service The index has the same name as the htm(l) file uploaded as a content of the information service

DIGIT 73 Directorate-General for Informatics Information service Now you can get a preview of the information page (in the same or another window) DIGIT 74

Directorate-General for Informatics Information service Whoever is granted access to the information service can see this page by clicking Information on the services menu DIGIT 75 Directorate-General for Informatics

Manage look & feel Through the "Manage look & feel" feature Leaders can customize the navigation preferences DIGIT 76 Directorate-General for Informatics Manage look & feel Navigation Preferences & Custom Logo are

available from the IG administration menu DIGIT 77 Directorate-General for Informatics Manage look & feel Navigation preferences for library DIGIT

78 Directorate-General for Informatics What else? Build a restricted and public access to the library Bulk user invitation Events Logs Keywords Customize document properties Mail to members Discussion linked to a document

Search DIGIT 79 Directorate-General for Informatics Questions time And for the questions we cannot answer The

guides (CIRCABC HUB) available in the category DIGIT in CIRCABC https://circabc.europa.eu/w/browse/dd0468dd-9069-44a7-8455-1ba675d83db0 The support team via your local helpdesk Thank you for your attention! DIGIT 80

Directorate-General for Informatics

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