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--- minimal_user_management [2022/01/18 16:20] – 84.198.201.169
+++ minimal_user_management [2023/11/21 13:35] (current) – chris
@@ Line 1: / Line 1: @@
 ===== Getting started =====
-PMA.core is a web-based system running on IIS. Therefore, you'll need a webbrowser and a network-connection to use the system.
+PMA.core is a web-based system running on IIS. Therefore, you'll need a web browser and a network connection to use the system.
 During installation you will have determined the URL through which the application is accessible.
@@ Line 9: / Line 9: @@
 The end-user interface for PMA.core is available from your system administrator, or Pathomation support contact (it will have been communicated to you once the installation procedure was completed).
-When visiting the URL for the first time, you can log on with the default username "admin" and password "admin". The password is case-sensitive, so "ADMIN" or "AdMiN" will fail.
+A Pathomation representative can issue you with initial credentials for When you visit the URL for the first time.
+  * The username is case-insensitive. Logging in as "User" or "usER" is the same.
+  * The password on the other hand is case sensitive: when your password is "PaSsWoRd", you will not be able to login with "pAsSwOrD" instead.
 {{ ::pma.core_2_navigation.png?direct&400 |}}
-Upon successful login (if unsuccessful, you receive an error message and you're allowed to attempt to log in again), you see the startpage for the PMA.core administration interface:
+Upon successful login (if unsuccessful, you will receive an error message and be allowed to attempt to log in again), you see the startpage for the PMA.core administration interface:
 {{ :pma.core_2_navigation_1.png?direct&400 |}}
@@ Line 19: / Line 22: @@
 The exact appearance of this page depends on your specific installation and what optional modules are available.
-- Identity control: shows what login that was used for authentication, and allows one to log out again (and subsequently switch personas)
+- Identity control: shows what login that was used for authentication, and allows a user to log out again (and subsequently switch accounts)
 {{ ::pma.core_2_navigation_3.png?direct&200 |}}
@@ Line 33: / Line 36: @@
 ===== Minimal user management =====
-In order to have an optimal functioning system, there are some minimal housekeeping rules that you should take care of right now. Don't delay, don't let this linger, don't postpone this until later. Do this now; you'll gain some experience with the PMA.core system and have a more secure environment because of what you're about to do (but only if you do it).
+In order to have an optimally functioning system, there are some minimal housekeeping rules that you should take care of right now. Don't delay, don't let this linger, don't postpone this until later. Do this now; you'll gain some experience with the PMA.core system //and// have a more secure environment because of what you're about to do (but only if you do it).
 ==== Change the admin password ====
-The initial (default) username and password are give to you by your system administrator.
+The initial (default) username and password are given to you by your system administrator.
 Select "Users" from the navigation menu. You should only see a limited number of users in the content frame.
@@ Line 65: / Line 68: @@
 {{ ::new_user_2.0_3.png?direct&400 |}}
-Note that you just created the "user1" user without administrator privileges (default setting). This means that this new user is restricted in what (s)he's allowed to do.
+Note that you just created the "jsummers" user without administrator privileges (default setting). This means that this new user is restricted in what (s)he's allowed to do.
 ==== Access restrictions ====
@@ Line 82: / Line 85: @@
 As of PMA.core 1.1, additional user access rights can be determined through [[ACL|Access Control Lists (ACLs)]].
-If access rights do not work out as you intended, check the chapter on user management for troubleshooting an account's properties, or consult the individual product manuals to see that you have the connectivity with the corresponding PMA.core set up appropriately.
+If access rights do not work as you intended, check the chapter on user management for troubleshooting an account's properties, or consult the individual product manuals to see that you have the connectivity with the corresponding PMA.core set up appropriately.
+===== Host your slides =====
+Now that you've created your first user, you will want to show that user some content. In order to do that, you need to set up your first root directory. We elaborate on the concept in a subsequent chapter, but suffice it to say for now that a root directory is the starting location from which your various whole slide images will be hosted.
+The reason for working with root directories has two advantages:
+  - You don't have to navigate a complicated directory structure before reaching the files that you want to work with
+  - You can map multiple root directories to organize slides according to different purposes or workflows.
+The concept of root directories is not dissimilar to mapped network drives in the Microsoft Windows operating system, where you map a map such as \\myserver\dir\subdir\subsubdir\ to a (much simpler to remember and address) drive letter.
+Let's figure out how to set up root-directories in the next section.
+==== Configuring a new root directory ====
+You can set up a new root directory by going to Settings > Root Directories.
+{{ :rootdir.png?nolink&200 |}}
+Similarly to how you created your first user, you can set up a new root directory by clicking on the "Add" button in the top-right corner of the overview table:
+{{ :rootdir2.png?nolink&400 |}}
+The new form that appears is also not unlike the one you used to add a new user: assign the root dir an alias that you can use for identification and recognize, an optional description, and press the "Create" button. You can may ignore the rest of the fields for now; these are explained in detail in the dedicated chapter on root directories. Once the root directory is created, a mounting point is required - the mounting point tells PMA.core where to find the slides that should be displayed under the particular root directory.
+{{ :rootdir3.png?nolink&400 |}}
+PMA.core supports several storage source types (aka mounting points) where slides can be accessed from. The most straightforward one is a local directory in the host server. The rest are explained in detail in the dedicated chapter on root directories. To get started, click on the "Mounting Points" tab and add a "File system root directory".
+{{ :rootdir4.png?nolink&400 |}}
+In the new form, provide an existing path in your server where slides are stored and leave the rest of the fields with their default values. The path must exist and PMA.core must be able to access it. This will be validated upon pressing "Create":
+{{ :rootdir5.png?nolink&400 |}}
+At this point, the root directory can be accessed and should be listed in the root directories section as mountable:
+{{ :rootdir6.png?nolink&400 |}}
+And you can browse the "test" root directory by going to the Images menu. You'll be able to select from any root directory in your list, and see any files contained within. Furthermore, you may inspect any file in this list by clicking on the filename, then clicking on its thumbnail:
+{{ :rootdir7.png?nolink&400 |}}
+The image will then open in a new window, with a rudimentary no-bells-no-whistles interface.
+{{ :rootdir8.jpg?nolink&400 |}}
+You can find out more about what you can do with images in subsequent chapters, and of course you can have access to a much more advanced viewer in the separate [[https://www.pathomation.com/pma.view|PMA.view]] and [[https://www.pathomation.com/pma.studio|PMA.studio]] applications.
+==== What's next?  ====
+In this chapter, we've shown you the quickest route through a minimum of steps of what it takes to get your server online and ready for action.
+You've created your first user account, mapped your first (digital) slide repository, looked at your first slide and experienced the ease of use of our platform, as well as the convenience of no longer having to worry about “which files can I actually see?” or “do I have the right viewer for this?”.
+In subsequent chapters we will elaborate on each of the topics touched upon in this introduction, and introduce you to some new ones along the way.
+We sincerely hope you enjoy our software and that this is the beginning of a fruitful collaboration and relationship between you, the customer, and us, your friendly neighborhood digital pathology firm. As always; should you have any comments, questions, or concerns, [[https://www.pathomation.com/contact|drop us a line]] at [[mailto:info@pathomation.com|info@pathomation.com]].