[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
Thu Jan 19 21:18:05 CET 2017


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

M. Tompsett <mtompset at hotmail.com> changed:

           What    |Removed                     |Added
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  Attachment #59277|0                           |1
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--- Comment #109 from M. Tompsett <mtompset at hotmail.com> ---
Created attachment 59279
  -->
https://bugs.koha-community.org/bugzilla3/attachment.cgi?id=59279&action=edit
[SIGNED-OFF] bug 17855 - Updated web installer finished

The onboarding tool has been implemented and integrated with the updated
web installer. The onboarding tool has the following functionality:
* After the user has finished the web installer they are automatically
redirected to the onboarding tool with no authentication in between
required
* Ability to create library, patron category, patron (set with
superlibrarian priviliages), item type and circulation rule.
* If the uaser installed sample libraries, patron categories and/or item
types then the step to create one in the onboarding tool will be skipped
and a skipping message will be displayed.
*HTML regxes on all text input fields in all forms in the onboarding
tool this prevents the user from writing in special characters
*Working date picker on the patron category form

Have moved all data values from mandatory to default.
Now all default data values are displayed with a bulletpoint rather than
a selectable checkbox stopping users from unticking neccisary data
values

Test plan:
1. Go through the web installer and onboarding tool with the same steps
as outlined in this below guide and check that the functionality
outlined in the guide exists in the patch:
https://koha-community.org/manual/installation/html/

 This is a combination of 67 commits.
Initial 3 HTML screens of the onboarding tool and
the perl onboarding.pl script

Note: The advanced setup option has not yet been
implemented, so what you will see is just the basic setup.

Altered web installer

Moved files from optional to mandatory. Edited
MARC screen so that MARC21 is selected by default.

Changed mandatory to default for MARC values

Changed a few file name descriptions to reduce
spacing in installer step 3 screen.

Changed the radiobuttons to bulletpoints for default settings

removed = sign

Fixed bug in installer where a loop was created if
you're database structure needed to be updated.
Redirected this to the marcflavour screen instead
of logging straight into Koha and skipping over
the basic configuration steps.

Changed the bulletpoints to disabled checkboxes
which are checked by default

Backup of step3.tt

Successfully working insertion of the default
options which are shown as bulletpoints

Removed test text

Working insertion of default and optional options

Correctly selected default marc flavour of marc21

NOTE: Mark Tompsett merged several commits

- Removed html regex on patron password fields. Ran perltidy to
indent and space code appropriately. Ran git bz configuration
commands to remove whitespace. Removed unnecissary uses in
the summary.pl script

- Made arrows in onboarding tool pages
  -> for consistency. Additionally removed the 'OR'

- Added the use CGI qw ( -utf8 );

- Removed the second path to creating a library, patron
category, patron, item type, and circulation rule. In onboarding
.tt files and summary.tt

- Fixed typo in summary.tt

- Made consistent single space before and after -> in all
onboarding .tt and summary.tt files.

- Made single <br> tag before path to create library, patron
category, item type, and circulation rule in the onboarding
.tt files (patron does not need this as its layout is slightly
different)

- Changed button and link names in web installer and onboarding
tool

- Implemented Javascript password check to determine if the values
in the 'password' and 'confirm password' fields are consistent.

If passwords are not consistent a message informing the user
is displayed and they only have to change the password values
rather than re-fill out the whole form.

- Fixed the errors from the koha qa test

- Removed use:C4/Auth from the onboarding.pl

- Moved the "select all options" button down to just above
the selectable options in the basic setup, and positioned at
the top of the page for the advanced setup.

- Removed the "there is nothing to do because the sample data
is already installed" page so if the user has install sample
data in the web installer then the step to create that object
in the onboarding tool is skipped altogether.

- Removed the "We're just going to setup a few more things"
page

- Changed the title of the 'Create patron page'

- Added clarifying information to the "Add a patron category"
page

- Added clarifying information to the "Create item type" page

- Fixed the capitalization in the onboarding tool

- Removed the BackupStep3.tt file which was un-used

- Changed the redirect time displayed to user in step3.tt to 10

- Changed the cardnumber on the create patron administrator
page so that it is only populated when the user installed
sample patrons. Also changed the regex so that it allows
letters and number.

- Used the HTMl validator to identify errors in the template
and have corrected all possible in the onboarding templates.

Signed-off-by: Mark Tompsett <mtompset at hotmail.com>

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