In this section: |
In order to use /wiki/spaces/54/pages/590217403 to record and publish presentations for students, Academic Staff members must have a /wiki/spaces/54/pages/590217291.
The Licensing page of the EchoSystem Server (ESS) provides two methods for licensing presenters for Personal Capture:
The instructions on this page cover running a CSV import from the Manage Presenter Licenses page to assign or revoke Personal Capture licenses.
To open the Manage Presenter Licenses page, navigate to System > Licensing and click Presenter Assignments.
The Import button resides at the bottom of the page.
There is also an Export button that allows you to export a list of currently licensed Personal Capture users. You may want to export a list of currently licensed Personal Capture users to generate a properly formatted CSV file. You can then edit this file for import.
Using a CSV import to bulk assign and revoke licenses for users requires the use of a properly formatted CSV file. The CSV file must include the fields described in the following table. As noted above, it might be easier for you run an export of currently licensed users, then edit this file for import.
Field Name | Description |
---|---|
Username | Can be the user email address or the User Name string identifier that appears in the User Account section of the /wiki/spaces/54/pages/590217297. Example entry: instructor1@example.com or Instructor Name. We recommend using email address because there is less variance and chance for erroneous entry. |
Action | Indicates the action to be taken for the user. Valid actions include:
|
License ID | Identifies the Personal Capture license to be assigned or revoked. The License ID must use the following format: ID yyyy-mm-dd-xxxxxx . Example entry: ID 2013-07-05-012345 |
The CSV file should appear similar to the table shown below.
Username | Action | License ID |
---|---|---|
instructor1@example.com | assign | ID 2013-07-05-012345 |
instructor@example.com | assign | ID 2013-07-05-012345 |
User Name 1 | revoke | ID 2013-07-05-012346 |
User Name 2 | revoke | ID 2013-07-05-012346 |
instructor3@example.com | autoassign | |
User Name 4 | revokeall |
There are ways to use existing system information to generate a Personal Capture license import file. See /wiki/spaces/54/pages/590217282 for some suggestions.
Once you have generated the *.csv file(s) to assign and/or revoke Personal Capture licenses as necessary, use the following procedure to import the file.
The Manage Presenter Licenses page reappears, showing the following:
There are a number of different ways to create a CSV file that is properly formatted to use for bulk assigning or revoking Personal Capture licenses. Besides doing so manually, you can use some of the Export functionality in the ESS to assist you in creating the file. The tips provided here assume you are using Microsoft Excel or other spreadsheet program to generate the file, then saving it as a *.csv file.
As stated in the Overview, the Manage Presenter Licenses page contains an Export button that generates a list of currently licensed Personal Capture users in CSV format. Opened in Excel, this CSV file appears as shown in the below figure:
Notice how the formatting is the same as that required for a Personal Capture licensing import. Also notice how the action column shows assign as the only action. This indicates that the License ID listed is assigned to that user.
Depending on the tasks you need to perform, using the Personal Capture user export might be the most efficient way to generate a proper CSV file for import. For example, you may have users currently assigned a Personal Capture license that must be replaced by a new or updated license. In this case you should revoke the old licenses then assign the new ones to the same users, possibly adding new users to the assignment list if necessary.
To generate a CSV file that revokes old licenses and assigns new ones to existing staff:
After you have generated the CSV file, use the instructions below to import the file to the ESS.
As indicated in the procedure, you can perform this task using two different CSV files, one that revokes licenses from the username list, and one that assigns new licenses to the username list. This method may be easier if you have a particularly large list of users. Generating two files keeps the list from becoming cumbersome and hard to navigate.
If you need to license a large number of Academic Staff members who do not currently have Personal Capture licenses assigned to them, the easiest way to create the file may be to generate an export of your users list, then copy the User-Name or Email column from that export into a Personal Capture license export file.
The figure below shows a sample User export, the person.csv file, open in Excel and sorted by Organization-Role-Name-1 column.
Depending on whether you have multiple organizations configured for your system, you may be able to use this method to easily identify and select academic staff from the list, and copy and paste their Email or User-Name fields into the Personal Capture licensing CSV import file.
After you have generated the CSV file, use the instructions above to import the file to the ESS.
If you have multiple organizations and sub-organizations, you may find it difficult to sort the Users export to find only academic staff and copy/paste their User-Name or Email for licensing. However Personal Capture licenses can ONLY be assigned to users with the Academic Staff role assigned to them. So if you accidentally include an Admin or other type of user in the import file, do not worry. If the import process finds other types of users on the list, it will note an error on the processing log and skip that user. |