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update docs (#817)
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mikkonie committed Jun 17, 2024
1 parent b6225dc commit a74240d
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61 changes: 48 additions & 13 deletions docs/source/app_projectroles_usage.rst
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Expand Up @@ -197,6 +197,16 @@ specifically granting it.
Public guest access can only be set for projects. Categories will be visible
for users with access to any category or project under them.

Access on Remote Sites
----------------------

In the project create/update view, owners and delegates can modify remote site
access to projects. This is available for sites where these controls have been
enabled by administrators. The sites will appear as checkboxes as
:guilabel:`Enable project on {SITE-NAME}`.

For more information, see :ref:`app_projectroles_usage_remote`.

App Settings
------------

Expand Down Expand Up @@ -334,6 +344,8 @@ out of the LDAP server. Use the ``-h`` flag to see additional options.
$ ./manage.py checkusers
.. _app_projectroles_usage_remote:

Remote Projects
===============

Expand Down Expand Up @@ -372,10 +384,33 @@ specifying the remote site. A secret string is generated automatically. You
need to provide this to the administrator of the target site in question for
accessing your site.

Here you also have the option to hide the remote project link from your users.
Users viewing the project on the source site then won't see a link to the target
site. Owners and superusers will still see the link (greyed out). This is most
commonly used for internal test sites which only needs to be used by admins.
Fields for target remote site creation:

Name
Name of the remote site.
URL
URL for the remote site, e.g. ``https://sodar-core-site.example.com``.
Description
Text description for the site.
User display
If set false, this will hide the remote project links from your users.
Users viewing the project on the source site then won't see a link to the
target site. Owners and superusers will still see the link (greyed out).
This is most commonly used for internal test sites which only needs to be
used by admins.
Owner modifiable
If this and :guilabel:`User display` are checked, owners and delegates can
control project visibility on this site in the project create/update view.
Secret
Secret token for the project, which must be set to an identical value
between source and target sites.

.. figure:: _static/app_projectroles/sodar_remote_site_form.png
:align: center
:scale: 50%

Remote site create/update view viewed as a source site


Once created, you can access the list of projects on your site in regards to the
created target site. For each project, you may select an access level, of which
Expand All @@ -391,6 +426,15 @@ Revoked Access
remain in the target site, but only superusers, the project owner or the
project delegate(s) can access it.

Once desired access to specific projects has been granted and confirmed, the
target site will sync the data by sending a request to the source site.

.. figure:: _static/app_projectroles/sodar_remote_projects.png
:align: center
:scale: 50%

Remote project list viewed as a source site

.. note::

The *read roles* access level also provides metadata of the categories above
Expand All @@ -415,15 +459,6 @@ Revoked Access
explicitly set by the project owner, delegate or a superuser in the
:guilabel:`Update Project` form.

Once desired access to specific projects has been granted and confirmed, the
target site will sync the data by sending a request to the source site.

.. figure:: _static/app_projectroles/sodar_remote_projects.png
:align: center
:scale: 50%

Remote project list in source mode

As Target Site
--------------

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1 change: 1 addition & 0 deletions docs/source/major_changes.rst
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Expand Up @@ -25,6 +25,7 @@ Release Highlights
- Add admin alert email sending to all users
- Add improved additional email address management and verification
- Add user opt-out settings for email notifications
- Add remote sync controls for owners and delegates in project form
- Add target site user UUID updating in remote sync
- Add remote sync of existing target local users
- Add remote sync of USER scope app settings
Expand Down

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