ercore-8.x-1.20/modules/ercore_core/pages/ercore-admin-guide.inc
modules/ercore_core/pages/ercore-admin-guide.inc
<?php
/**
* @file
* File for the ERCore Admin Guide Page.
*/
use Drupal\Core\Link;
use Drupal\Core\Url;
/**
* Constructs the epscor admin guide.
*/
function ercore_core_admin_guide() {
$user_guide = link::createFromRoute(
t('User Guide'),
'ercore_core.ug1',
array(),
array())
->toString();
$admin_config = link::createFromRoute(
'administrative configuration page',
'ercore_core.admin_settings_form',
array(),
array())
->toString();
$phpexcel = Link::fromTextAndUrl(
'PHPExcel',
Url::fromUri('http://phpexcel.codeplex.com/releases/view/107442'))
->toString();
$markup = "<p>" . t('This guide is aimed at site administrators and
administrative staff. This document helps describe some of the internal
features of ER Core, and how administrators may customize the Core to meet
jurisdictional needs. This document aims to describe the various tasks,
views, operations, and procedures that an administrator may need to know about
in order to properly administer the site.') . '</p><p>' . t('You may also be
interested in the more general') . ' ' . $user_guide . ' ' . t(' which talks
more about how researchers should enter data into the system.') . '</p>';
$markup .= '<h2>' . t('Post-Installation Guide/Jurisdictional Customizations')
. '</h2>';
$markup .= '<p><strong>' . t('These are steps that should be taken
immediately after installing the EPSCoR Reporting package. These
customizations will help
make the system a better fit your jurisdiction.') . '</strong></p>';
$markup .= '<h3>' . t('Administrative settings') . '</h3>';
$markup .= '<p>' . t('Visit the') . ' ' . $admin_config . ' ' . t('for the
ERCore module.') . '</p>';
$markup .= '<ol><li>' . t('Set the EPSCoR start date') . '</li><li>' .
t('Set the Reporting period start month') . '</li><li>' .
t('Input the EPSCoR Grant Number') . '</li><li>' .
t('Select which data types to display on the Summary table') . '</li><li>' .
t('Choose to use and/or require the Components field') . '</li><li>' .
t('Choose to use and/or require the Programs field') . '</li></ol>';
$markup .= '<h3>' . t('Project Components') . '</h3>';
$markup .= '<p>' . t("If you're using the Components field, change the list of
Project Components (Taxonomy) (which may also be known as \"teams\"). Use the
\"Add term\" button to add a new component. This will present you with a form,
which includes a checkbox labeled \"Core Component\", this checkbox denotes
whether the component should show up on every component selection list, or
just on the user profile's select list.") . '</p>';
$markup .= '<p>' . t('Ex. The "Administration" component is non-core, while
"CYBER", "ENDER", "ECOGEM", and "DEW" are all core teams for Hawaii.') .
'</p>';
$markup .= '<h3>' . t('Programs') . '</h3>';
$markup .= '<p>' . t("If you're using the Programs field, change the list of
Programs (Taxonomy). Use the \"Add term\" button to add a new component.") . '</p>';
$markup .= '<h3>' . t('Customize the list of ethnicities/races') . '</h3>';
$markup .= '<p>' . t('Modify the') . ' <strong>' . t('Ethnicity') . '</strong> '
. t('Field that your jurisdiction will want to track and report on.') .
'</p><p>' . t('Ex. In Hawaii we also provide options for: Filipino, Pacific
Islander, and Native Hawaiian') . '</p>';
$markup .= '<h3>' . t('Committees/Advisory Boards') . '</h3>';
$markup .= '<p>' . t('Change the') . ' <strong>' . t('Boards and Committees
Field') . '</strong> ' . t('which oversee your EPSCoR grant.') . '</p><p>' .
t('Ex. Hawaii has three advisory committees: Community Advisory Committee
(CAC), Monitoring Assessment Panel (MAP), Statewide Committee (SWC)') .
'</p>';
$markup .= '<h3>' . t('Institutions') . '</h3>';
$markup .= '<p>' . t('The reporting system needs to know certain information
about the institutions being attached to users, or collaborations. We need to
know where the users come from, and what kind of institution it is in order to
automatically fulfill certain NSF requirements.') . '</p><p>' . t('The system
requires that you explicitly list the "Participating Institutions" (i.e. Those
institutions which are participating in your EPSCoR grant), as well as any
institution which will be listed in a collaboration.') . '</p><p>' . t('This
list will likely expand over time, but it is necessary to begin this process
by setting up the most important institutions first.') . '</p><p>' . t('You
can add a new institution to the system by going to the Add Content link, then
selecting ERCore Institution.') . '</p><p>' . t('You may also see a list of
institutions currently in the system through the Institutions page.') . '</p>';
$markup .= '<h3>' . t('Data Repository Managers') . '</h3>';
$markup .= '<p><strong>' . t('Notifications are not currently included in this
version of ERCore.') . '</strong></p><p>' . t('After setting up user accounts
for your administrators, you will be able to flag users whom should receive
email notifications regarding researcher data collection events.') .
'</p><p>' . t("We suggest that you create an account for your Data Repository
Manager, then flag this person's account to receive the notifications. Other users
may also be flagged to receive these notifications using the same procedure.")
. '</p><p>' . t('In order to flag the user, you must first navigate to their
user profile. You can find the user profile of someone in the system by
navigating to the Participants page.') . '</p><p>' . t('Once viewing the
user\'s profile, scroll to the bottom of the page, and locate the blue link
labeled "Receive data collection notifications" and click on that link.') .
'</p><p>' . t('The link should change it\'s label to say "Do not receive
data collection
notifications", which when clicked will remove the user from receiving these
notifications.') . '</p>';
$markup .= '<h3>' . t('Setup Excel Sheet Output') . '</h3>';
$markup .= '<p>' . t('The system relies on an external library called') . ' '
. $phpexcel . ' ' . t('to export various excel sheets. The Library must be
downloaded, then uploaded to this server.') . '</p><p>' . t('The PHPExcel kit
should first be downloaded and decompressed, and the contents should then be
uploaded to the server directory') .
'<code>/sites/all/libraries/PHPExcel/</code>, creating the
<code>/libraries/PHPExcel/</code> directory if necessary.</p>';
$markup .= '<p>' . t('Once uploaded') . ' , <code>PHPExcel.php</code> ' .
t('should be located at') .
'<code>/sites/all/libraries/PHPExcel/Classes/PHPExcel.php</code>, the
<code>IOFactory.php</code> should be located at
<code>/sites/all/libraries/PHPExcel/Classes/PHPExcel/IOFactory.php</code>,
and <code>changelog.txt</code> needs to be located at
<code>/sites/all/libraries/PHPExcel/changelog.txt</code></p>';
$markup .= '<p>' . t('You can then navigate to the Drupal Status Report page
to see if the library was detected.') . '</p>';
$markup .= '<h3>' . t('Customize the list of Event Types (Optional)') .
'</h3>';
$markup .= '<p>' . t('Some states may wish to customize the') . ' <strong>' .
t('Event Types Field') . '</strong> ' . t('which label calendar events.') .
'</p>';
$markup .= '<h4>' . t('Notice: The available values should be of the form') .
':</h4>';
$markup .= '<p><code>#|Label</code>: ' . t('Where # is an integer value which
is used as the internal representation (stored in the database), and Label is
what is shown to the user.') . '</p>';
$markup .= '<h3>' . t('Public Profile settings (Optional)') . '</h3>';
$markup .= '<p>' . t('Some states may wish to hide the uer profiles from
public view.') . '</p><p>' . t('This may be accomplished by changing the
"View user profiles" flag located on the User Permissions page.') . '</p>';
return array(
'#markup' => $markup,
);
}
