Difference between revisions of "Getting started"
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==Importing the staff details file==
==Importing the staff details file==
Revision as of 11:29, 8 August 2014
If you have not installed, please see the installation page. Otherwise read this one blah blah blah.
Creating an admin account
Before creating your admin account, you should download an authenticator. You will need this to log in to Cura in the future, as will all other users. There are many free authenticators available, including one created by Google. If you want to use the Google authenticator, you can find instructions for it on this webpage.
Once you have installed Cura and have access to an authenticator, you will need to begin creating user accounts. The first account you need to create is the admin account. Go to the Cura homepage, and click the "Register" link at the top right of the page.
You will then need to enter the details for the admin account. Please call the account "admin" - this is a strong convention. You will also need to enter an email address and password. Once done, you will be given a QR code - scan this with your phone/mobile device or enter the 20 character code into an authenticator. You will need this to log in to Cura and you will not be given another QR code, unless you delete the admin account.
Giving yourself permissions
Log in to Cura using your admin account and you will be taken to the Users page. From here, you can update permissions, set affinities or reset other users' secret codes.
Select the admin user using the tickbox on the left of the page, then click the "Open" button at the top right. This will open the permissions window. You should select the following options:
- Account manager
- Data importer
- Resource manager
Then click the "Save" button at the bottom of the window. This will update your permissions - now refresh your browser.
Creating users for staff
Obtaining an XML file of staff details
To import staff into Cura, you will need the staff members' details in an xml file. This file is then imported into Cura, which will create user accounts for all of the staff in that file.
The xml file will need to contain various data fields that are used by Cura. You can generate this file any way that you like, though there are specific instructions below for generating the file via SIMS, if you have a SIMS database.
If you have SIMS
If you use the SIMS database, then you can download this report format: SIMS staff report.
You will need to import this report into SIMS, then run it. Once you have run the report, you will need to give it a name and format. Choose any name you like, followed by
So if you wanted to call your report "MyReport", you would name the report "MyReport.staff.xml". You will also need to choose a format - select XML.
If you do not have SIMS
You will need to produce an xml file that contains all of the staff members who will be using Cura. Each staff member will need to have data for the following fields,
- Email address
Importing the staff details file
First click the "Browse" button at the bottom right of the page. This will open a window where you can browse files on your computer - find the xml file you are going to use for the import. Once done, click the "Upload" button at the bottom right of the page. This will import the xml file into Cura, and the name of the file will be shown in the middle of the page.
Wait for 30 seconds, then refresh your browser or click the refresh button at the top left of this page. The file you imported will now have been replaced by two new files, one with a .consumed extension and the other with a .log extension. The .consumed file is a copy of the file that you originally uploaded. If Cura did not create accounts for any of the people in the xml file that you uploaded, the .log file will explain why.
If you wish to view either of the files, you will need to download them first. To do this, first select them using the checkboxes next to their names. Once done, click the Download button, which is a green arrow pointing down found at the top left of the page.
Once Cura has completed the import, the existence of these files will not affect the users or children in your system. Therefore you can delete these files if you wish (though the .log file may be useful later if a staff member has not had an account created for them - see our FAQ for more on this).
To delete the files, first select them using the checkboxes next to their names. Once done, click the Delete button, which is a red cross found at the top left of the page.