[Koha-bugs] [Bug 17855] Updated Koha web installer and new onboarding tool feature to guide users through setting up Koha

bugzilla-daemon at bugs.koha-community.org bugzilla-daemon at bugs.koha-community.org
Mon Jan 16 07:16:51 CET 2017


https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=17855

--- Comment #78 from Alex Buckley <alexbuckley at catalyst.net.nz> ---
(In reply to Jonathan Druart in comment 70 and Owen Leonard in comment 71)

Today I have gone through and implemented your suggestions in comments 70 and
71. I will attach my commits to this bug tommorow. 

In the meantime I would like to clarify the onboarding tool a bit:

1. The reason for having the basic and advanced setups is that data values
necessary for a fully-functioning Koha instance are selected and displayed with
bulletpoints in the Basic setup because the basic setup is recommended for new,
inexperienced users and it prevents them from unknowingly unticking an
important data values. i.e. the basic setup protects new users from mistakes
and lack of knowledge. 

Whereas the advanced setup (recommended for more experienced Koha users) gives
them complete control over what is installed in their Koha database by
displaying all data values with selectable checkboxes(as is available in the
current web installer in Koha master).

2. I tried linking to the staff-global.css stylesheet on the onboarding tool
pages today however it looked worse than the current onboarding tool styling. 

Therefore I propose leaving the current styling as it is, and then in the
future a patch with the singular scope of improving the onboarding tool styling
could be implemented. 

Another reason to leave the onboarding tool with the installer styling is
because the onboarding tool is considered part of the installer process.

This is shown by the fact the login page is after the onboarding tool rather
than the web installer, and the fact both are documented together
(https://koha-community.org/manual/installation/html/) separate from the staff
interface documentation. 

Thus the web installer and onboarding tool having the same styling is logical. 


3. I do not believe having a button at the end of the web installer to skip the
onboarding tool is wise. 

The onboarding tools purpose is to help users (particularly new users) to get
everything set up in their Koha database so they can log in and get straight to
work. If you provide a button to skip the onboarding tool then new users may
select it, then they will end up logging in as database administrator. If they
havent installed optional sample data in the web installer then they will have
to spend time creating sample libraries, patron types etc. and so defeating the
purpose of having the onboarding tool in the first place.

If experienced Koha users want to skip the onboarding tool they could always
open Koha in another tab, additionally they are not stuck with what they create
in the onboarding tool they can simply modify or delete the onboarding records. 

Cheers
Alex Buckley

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