[Bug 42807] New: Introduce profiles to onboarding tool to pre-set preferences and other settings based on type of installation
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=42807 Bug ID: 42807 Summary: Introduce profiles to onboarding tool to pre-set preferences and other settings based on type of installation Initiative type: --- Sponsorship --- status: Product: Koha Version: unspecified Hardware: All OS: All Status: NEW Severity: new feature Priority: P5 - low Component: Installation and upgrade (web-based installer) Assignee: koha-bugs@lists.koha-community.org Reporter: aleisha@catalyst.net.nz QA Contact: testopia@bugs.koha-community.org CC: gmcharlt@gmail.com Target Milestone: --- The Koha Administration module holds hundreds of possible settings and configurations. The web installer now has an onboarding tool which sets the critical things up from the beginning - but then what? We'd like to introduce 'profiles' to the onboarding experience. Choose which type of Koha installation you are, fill in a few extra details, and a bunch of settings will get decided for you. Then you can adjust settings as needed, rather than entering into the Administration module and not knowing where to go first. -- You are receiving this mail because: You are the assignee for the bug. You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=42807 Aleisha Amohia <aleisha@catalyst.net.nz> changed: What |Removed |Added ---------------------------------------------------------------------------- Status|NEW |ASSIGNED Assignee|koha-bugs@lists.koha-commun |aleisha@catalyst.net.nz |ity.org | Sponsorship status|--- |Sponsored -- You are receiving this mail because: You are watching all bug changes. You are the assignee for the bug.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=42807 David Cook <dcook@prosentient.com.au> changed: What |Removed |Added ---------------------------------------------------------------------------- CC| |dcook@prosentient.com.au --- Comment #1 from David Cook <dcook@prosentient.com.au> --- +1 I love this idea I'm not at all biased by the fact that I wrote a CLI tool along these lines for setting system preferences: perl ./misc/migration_tools/set_profile.pl -f my_profile.yml I have one profile that has exactly 50 system preferences that it sets. No way I wanted to keep doing that by hand every time I tested that setup in KTD haha. -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=42807 --- Comment #2 from David Cook <dcook@prosentient.com.au> --- I think that I even had a bug report for this topic in the past but might've closed it due to lack of interest. I think this idea is especially useful for vendors, but it could be useful for anyone. Having a few default profiles and the ability to provide additional profiles... sounds good to me. -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=42807 --- Comment #3 from Aleisha Amohia <aleisha@catalyst.net.nz> --- Current ideas for Koha profiles: * Volunteer/Community --> This is the only profile I'll start with, I haven't thought much about what settings would be unique to the others yet. * Academic * Public * Government * Special * School * Personal There may be more? -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=42807 --- Comment #4 from Aleisha Amohia <aleisha@catalyst.net.nz> --- Created attachment 200172 --> https://bugs.koha-community.org/bugzilla3/attachment.cgi?id=200172&action=edit Bug 42807: [WIP] Add Koha profiles to onboarding tool Patch from commit 20a6178 -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=42807 Aleisha Amohia <aleisha@catalyst.net.nz> changed: What |Removed |Added ---------------------------------------------------------------------------- Status|ASSIGNED |Needs Signoff Patch complexity|--- |Medium patch Comma delimited| |Catalyst IT list of Sponsors| | -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=42807 Aleisha Amohia <aleisha@catalyst.net.nz> changed: What |Removed |Added ---------------------------------------------------------------------------- Attachment #200172|0 |1 is obsolete| | -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=42807 --- Comment #5 from Aleisha Amohia <aleisha@catalyst.net.nz> --- Created attachment 200201 --> https://bugs.koha-community.org/bugzilla3/attachment.cgi?id=200201&action=edit Bug 42807: Add Koha profiles to onboarding tool This enhancement adds a step to the installer onboarding tool which allows the administrator to choose a profile. Profiles are 'types' of Koha installations. When selected, Koha will pre-configure a set of system preferences and other relevant settings. This patch includes the configuration of a 'Community/Volunteer' profile. To test (assumes KTD): 1) Log into the database and drop and recreate it. koha-mysql koha_kohadev drop database koha_kohadev; create database koha_kohadev; 2) Restart services restart_all 3) Go to the staff interface localhost:8081 4) Go through the installer, set all the defaults. 5) Go through the onboarding tool, complete each step until the circulation rule. Confirm the step for Koha profiles shows at the bottom of the list and is not checked (incomplete). 6) Save a circulation rule and confirm you are redirected to the Koha profiles step. 7) All profiles should be disabled except 'Community/Volunteer' and 'No profile'. Choose 'Community/Volunteer' and validate the profile description makes sense. 8) Submit the profile and validate the confirmation shows the right information. 9) Confirm the button takes you to log into Koha. Sponsored-by: Catalyst IT -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=42807 --- Comment #6 from Aleisha Amohia <aleisha@catalyst.net.nz> --- (In reply to Aleisha Amohia from comment #3)
Current ideas for Koha profiles:
* Volunteer/Community --> This is the only profile I'll start with, I haven't thought much about what settings would be unique to the others yet. * Academic * Public * Government * Special * School * Personal
There may be more?
I have this working just for the one profile. I would love for this to not get held up while we work out (or crowdsource) what settings the other profiles might include. -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=42807 Aleisha Amohia <aleisha@catalyst.net.nz> changed: What |Removed |Added ---------------------------------------------------------------------------- Attachment #200201|0 |1 is obsolete| | -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=42807 --- Comment #7 from Aleisha Amohia <aleisha@catalyst.net.nz> --- Created attachment 200305 --> https://bugs.koha-community.org/bugzilla3/attachment.cgi?id=200305&action=edit Bug 42807: Add Koha profiles to onboarding tool This enhancement adds a step to the installer onboarding tool which allows the administrator to choose a profile. Profiles are 'types' of Koha installations. When selected, Koha will pre-configure a set of system preferences and other relevant settings. This patch includes the configuration of a 'Community/Volunteer' profile. To test (assumes KTD): 1) Log into the database and drop and recreate it. koha-mysql koha_kohadev drop database koha_kohadev; create database koha_kohadev; 2) Restart services restart_all 3) Go to the staff interface localhost:8081 4) Go through the installer, set all the defaults. 5) Go through the onboarding tool, complete each step until the circulation rule. Confirm the step for Koha profiles shows at the bottom of the list and is not checked (incomplete). 6) Save a circulation rule and confirm you are redirected to the Koha profiles step. 7) All profiles should be disabled except 'Community/Volunteer' and 'No profile'. Choose 'Community/Volunteer' and validate the profile description makes sense. 8) Submit the profile and validate the confirmation shows the right information. 9) Confirm the button takes you to log into Koha. Sponsored-by: Catalyst IT -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=42807 Aleisha Amohia <aleisha@catalyst.net.nz> changed: What |Removed |Added ---------------------------------------------------------------------------- Blocks| |42832 Referenced Bugs: https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=42832 [Bug 42832] Introduce a basic theme step to onboarding tool -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=42807 Aleisha Amohia <aleisha@catalyst.net.nz> changed: What |Removed |Added ---------------------------------------------------------------------------- Attachment #200305|0 |1 is obsolete| | -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=42807 --- Comment #8 from Aleisha Amohia <aleisha@catalyst.net.nz> --- Created attachment 200306 --> https://bugs.koha-community.org/bugzilla3/attachment.cgi?id=200306&action=edit Bug 42807: Add Koha profiles to onboarding tool This enhancement adds a step to the installer onboarding tool which allows the administrator to choose a profile. Profiles are 'types' of Koha installations. When selected, Koha will pre-configure a set of system preferences and other relevant settings. This patch includes the configuration of a 'Community/Volunteer' profile. To test (assumes KTD): 1) Log into the database and drop and recreate it. koha-mysql koha_kohadev drop database koha_kohadev; create database koha_kohadev; 2) Restart services restart_all 3) Go to the staff interface localhost:8081 4) Go through the installer, set all the defaults. 5) Go through the onboarding tool, complete each step until the circulation rule. Confirm the step for Koha profiles shows at the bottom of the list and is not checked (incomplete). 6) Save a circulation rule and confirm you are redirected to the Koha profiles step. 7) All profiles should be disabled except 'Community/Volunteer' and 'No profile'. Choose 'Community/Volunteer' and validate the profile description makes sense. 8) Submit the profile and validate the confirmation shows the right information. 9) Confirm the button takes you to log into Koha. 10) Run through the test plan again but this time choose 'No profile'. Confirm the behaviour is as expected. 11) Run through the test plan again but during the installer, do NOT import the Fast Add Framework when importing default data. Confirm the biblio framework is NOT offered when choosing the 'Community/Volunteer' profile. Sponsored-by: Catalyst IT -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=42807 Aleisha Amohia <aleisha@catalyst.net.nz> changed: What |Removed |Added ---------------------------------------------------------------------------- Attachment #200306|0 |1 is obsolete| | -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=42807 --- Comment #9 from Aleisha Amohia <aleisha@catalyst.net.nz> --- Created attachment 200307 --> https://bugs.koha-community.org/bugzilla3/attachment.cgi?id=200307&action=edit Bug 42807: Add Koha profiles to onboarding tool This enhancement adds a step to the installer onboarding tool which allows the administrator to choose a profile. Profiles are 'types' of Koha installations. When selected, Koha will pre-configure a set of system preferences and other relevant settings. This patch includes the configuration of a 'Community/Volunteer' profile. To test (assumes KTD): 1) Log into the database and drop and recreate it. koha-mysql koha_kohadev drop database koha_kohadev; create database koha_kohadev; 2) Restart services restart_all 3) Go to the staff interface localhost:8081 4) Go through the installer, set all the defaults. 5) Go through the onboarding tool, complete each step until the circulation rule. Confirm the step for Koha profiles shows at the bottom of the list and is not checked (incomplete). 6) Save a circulation rule and confirm you are redirected to the Koha profiles step. 7) All profiles should be disabled except 'Community/Volunteer' and 'No profile'. Choose 'Community/Volunteer' and validate the profile description makes sense. 8) Submit the profile and validate the confirmation shows the right information. 9) Confirm the button takes you to log into Koha. 10) Run through the test plan again but this time choose 'No profile'. Confirm the behaviour is as expected. 11) Run through the test plan again but during the installer, do NOT import the Fast Add Framework when importing default data. Confirm the biblio framework is NOT offered when choosing the 'Community/Volunteer' profile. Sponsored-by: Catalyst IT -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=42807 Aleisha Amohia <aleisha@catalyst.net.nz> changed: What |Removed |Added ---------------------------------------------------------------------------- Status|Needs Signoff |ASSIGNED -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=42807 Aleisha Amohia <aleisha@catalyst.net.nz> changed: What |Removed |Added ---------------------------------------------------------------------------- Attachment #200307|0 |1 is obsolete| | -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=42807 --- Comment #10 from Aleisha Amohia <aleisha@catalyst.net.nz> --- Created attachment 203574 --> https://bugs.koha-community.org/bugzilla3/attachment.cgi?id=203574&action=edit Bug 42807: Add Koha profiles to onboarding tool This enhancement adds a step to the installer onboarding tool which allows the administrator to choose a profile. Profiles are 'types' of Koha installations. When selected, Koha will pre-configure a set of system preferences and other relevant settings. This patch includes the configuration of a 'Community/Volunteer' profile. To test (assumes KTD): 1) Log into the database and drop and recreate it. koha-mysql koha_kohadev drop database koha_kohadev; create database koha_kohadev; 2) Restart services restart_all 3) Go to the staff interface localhost:8081 4) Go through the installer, set all the defaults. 5) Go through the onboarding tool, complete each step until the circulation rule. Confirm the step for Koha profiles shows at the bottom of the list and is not checked (incomplete). 6) Save a circulation rule and confirm you are redirected to the Koha profiles step. 7) All profiles should be disabled except 'Community/Volunteer' and 'No profile'. Choose 'Community/Volunteer' and validate the profile description makes sense. 8) Submit the profile and validate the confirmation shows the right information. 9) Confirm the button takes you to log into Koha. 10) Run through the test plan again but this time choose 'No profile'. Confirm the behaviour is as expected. 11) Run through the test plan again but during the installer, do NOT import the Fast Add Framework when importing default data. Confirm the biblio framework is NOT offered when choosing the 'Community/Volunteer' profile. Sponsored-by: Catalyst IT -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=42807 --- Comment #11 from Aleisha Amohia <aleisha@catalyst.net.nz> --- Created attachment 203575 --> https://bugs.koha-community.org/bugzilla3/attachment.cgi?id=203575&action=edit Bug 42807: [WIP] Add profiles to Administration module -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=42807 Aleisha Amohia <aleisha@catalyst.net.nz> changed: What |Removed |Added ---------------------------------------------------------------------------- Attachment #203574|0 |1 is obsolete| | Attachment #203575|0 |1 is obsolete| | -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=42807 --- Comment #12 from Aleisha Amohia <aleisha@catalyst.net.nz> --- Created attachment 207275 --> https://bugs.koha-community.org/bugzilla3/attachment.cgi?id=207275&action=edit Bug 42807: Add Koha profiles to onboarding tool This enhancement adds a step to the installer onboarding tool which allows the administrator to choose a profile. Profiles are 'types' of Koha installations. When selected, Koha will pre-configure a set of system preferences and other relevant settings. This patch includes the configuration of a 'Community/Volunteer' profile. To test (assumes KTD): 1) Log into the database and drop and recreate it. koha-mysql koha_kohadev drop database koha_kohadev; create database koha_kohadev; 2) Restart services restart_all 3) Go to the staff interface localhost:8081 4) Go through the installer, set all the defaults. 5) Go through the onboarding tool, complete each step until the circulation rule. Confirm the step for Koha profiles shows at the bottom of the list and is not checked (incomplete). 6) Save a circulation rule and confirm you are redirected to the Koha profiles step. 7) All profiles should be disabled except 'Community/Volunteer' and 'No profile'. Choose 'Community/Volunteer' and validate the profile description makes sense. 8) Submit the profile and validate the confirmation shows the right information. 9) Confirm the button takes you to log into Koha. 10) Run through the test plan again but this time choose 'No profile'. Confirm the behaviour is as expected. 11) Run through the test plan again but during the installer, do NOT import the Fast Add Framework when importing default data. Confirm the biblio framework is NOT offered when choosing the 'Community/Volunteer' profile. Sponsored-by: Catalyst IT -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=42807 --- Comment #13 from Aleisha Amohia <aleisha@catalyst.net.nz> --- Created attachment 207276 --> https://bugs.koha-community.org/bugzilla3/attachment.cgi?id=207276&action=edit Bug 42807: Add profiles to Administration module To test (assumes KTD): 1) Log into the database and drop and recreate it. koha-mysql koha_kohadev drop database koha_kohadev; create database koha_kohadev; 2) Restart services yarn js:build restart_all 3) Go to the staff interface localhost:8081 4) Go through the installer, set all the defaults. 5) Go through the onboarding tool, and choose 'No profile' when you reach the Koha profiles step. Log in to Koha. 6) Go to Koha administration. Notice the new link to 'Koha profiles'. Click the link. 7) Confirm the profiles form shows similarly to the onboarding tool. Confirm you can choose between one of the two available options, 'Community/Volunteer' and 'No profile'. 8) Choose 'Community/Volunteer' and validate the profile description makes sense. Submit your choice. 9) Confirm you're shown a confirmation message when the page reloads which contains all of the changes made. Notice that a new SELF patron category has been created for self-registration. 10) Choose the 'Community/Volunteer' profile again and Submit the form. 11) This time, the confirmation message should not show that a SELF patron category has been created - Koha will not create one if a categorycode SELF already exists. Sponsored-by: Catalyst IT -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=42807 --- Comment #14 from Aleisha Amohia <aleisha@catalyst.net.nz> --- Created attachment 207277 --> https://bugs.koha-community.org/bugzilla3/attachment.cgi?id=207277&action=edit Bug 42807: Fix up onboarding template -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=42807 --- Comment #15 from Aleisha Amohia <aleisha@catalyst.net.nz> --- Created attachment 207278 --> https://bugs.koha-community.org/bugzilla3/attachment.cgi?id=207278&action=edit Bug 42807: Move profile setting to new Koha::Util::Profile module -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=42807 --- Comment #16 from Aleisha Amohia <aleisha@catalyst.net.nz> --- Created attachment 207279 --> https://bugs.koha-community.org/bugzilla3/attachment.cgi?id=207279&action=edit Bug 42807: Improve templates for using Koha profiles -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=42807 Aleisha Amohia <aleisha@catalyst.net.nz> changed: What |Removed |Added ---------------------------------------------------------------------------- Status|ASSIGNED |Needs Signoff -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=42807 Lisette Scheer <lisette@bywatersolutions.com> changed: What |Removed |Added ---------------------------------------------------------------------------- CC| |lisette@bywatersolutions.co | |m -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=42807 Jonathan Druart <jonathan.druart@gmail.com> changed: What |Removed |Added ---------------------------------------------------------------------------- CC| |jonathan.druart@gmail.com -- You are receiving this mail because: You are watching all bug changes.
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