Quercus User Guide<>

Accessing Quercus

Users of Quercus must have a person record

Before you can use Quercus you must first have a person record within Quercus. Once you have been set up with a person record you must then be set up with a Quercus account and associated, at minimum, with the QP_USER LDAP group.

To add a person record

1Log in to Quercus.

2Choose Classic Interface.

3Go to Records > Maintain Person.

4Click the Add button.

5Enter details of the person.

6Click the Save icon in the toolbar or press F10 to save the record.

To create a Quercus account

1Log in to Quercus.

2Choose Control Centre > User Accounts.

3In the Tasks Panel click Create New Account.

4Search for the person record of the individual you wish to add.

5Click the Select button.

6Complete the account details and select Create.

The User Details screens opnes.

7Select the LDAP groups for the user (see LDAP roles associated with the Quercus, below).

7Click Save groups.

The user now has a Quercus account with the access privileges defined by the LDAP groups.

Creating a Quercus account

Access to Quercus functions is controlled through LDAP groups. For example a user must belong to the QP_STUDENT_EDIT group in order to edit student records. Therefore once you have created a person record (by following the steps above) you must allocate the user to the correct LDAP groups.

Note: LDAP groups control access to Quercus functions (for example whether or not you can edit a student record). The security provided by LDAP works in tandem with the Quercus access model. The Quercus access model control access to data. To understand how LDAP and the Quercus access model interact see Security and access models.

LDAP roles associated with the Quercus

The following LDAP roles give you access to Quercus functions:

Role

LDAP Code

Description

access all records

QP_ALL_RECORDS

Access all records (courses, students and organisations) regardless of the active security model’s restrictions.

Warning: you should only assign trusted superusers such as system administrators to this group.

edit message board messages

QP_MESSAGE_BOARD_EDIT

Add and edit messages on the message board.

edit organisation details

QP_ORGANISATION_EDIT

Edit organisation details; add and remove staff and venues.

edit person notes

QP_PERSON_NOTE_EDIT

Edit person notes.

(If you are a member of QP_STUDENT_EDIT you do not need to belong to QP_PERSON_NOTE_EDIT.)

QP_RESULTS_ENTRY

Enter exam results

QP_RESULTS_VIEW

View exam results

send bulk emails and SMS messages

QP_STUDENT_BULK_COMM

Communicate with students using the bulk communication option (see here).

QP_STUDENT_CURRICULUM

Edit a student’s curriculum

edit student details

QP_STUDENT_EDIT

Edit student details (view and edit student details including person notes but not including finance details).

view student finance details

QP_STUDENT_FINANCE

View the student finance section.

QP_STUDENT_THESIS

Access a postgraduate student’s data. Also allows you to enter (but not to approve) student absences

QP_STUDENT_THESIS_EDIT

Edit a postgraduate student’s data and approve absences

view basic details

QP_USER

Log on and view student and course details (view student details only; no finance details).

Note: If you are using the Instance Person model of content-based access control (see Access models) — then in order to see information about a student, course or module you must be attached to the appropriate module or course instance.

To allocate LDAP access permissions

Condition: this procedure illustrates how you would allocate LDAP access permissions:

you are using Oracle Internet Directory

you have authorisation to access User Account Management

1Login to Quercus with administrator permissions and select Control Centre Set Up.

2Select User Accounts.

3Locate the user who requires access and open the user’s record for editing.

4Add the appropriate LDAP groups to the user’s list of groups. The groups begin with QP_ and are listed under LDAP roles associated with the Quercus.

In the screenshot below five of the QP groups have been added for user Melanie Hope. A sixth QP_STUDENT_EDIT has been highlighted in This users LDAP groups on the right.

Note: in order to assign roles to users you need to be a member of the OALP_USER_MANAGEMENT group. The list of roles you can then assign to other users is derived from the system account (OPENCAMPUS.LDAP_ADMIN_USER_NAME). Only roles which are assigned to this system account are shown in the list.

You must configure the system account using your Oracle or Novell LDAP admin tool. It cannot be configured through the Quercus interface.

6Click the Reset Groups button.

The user now has permission to access the Quercus suite.

Access models

The data which staff can access to is determined by the data access model you are using. For example, if you are using one of the organisation access models, staff will only see students and courses from their own organisation.

» For information about this topic see Security and access models

Logging in to Quercus

You log in to Quercus via a web address specific to your institution. This will take you to the log-in screen.

This allows you to log in to the software to manage and review the relevant records.

Once logged in you have the options you see are defined by your membership of LDAP groups.

All members of the QP_USER LDAP group have access to the following options:

My Profile

update your profile information and personalise Quercus (accessed from the top-bar)

Students

view a student’s profile information including communication history and history of financial transactions

Courses

view details of a student’s courses

Modules

view details of the modules a student is taking

Latest News

link to the latest news items which you want to broadcast

Classic Interface

access the Quercus Classic Interface

User Guides

access to the Quercus user guides at http://docs.campusit.net

Organisations

view details of Organisations

Calendar

displays your modules and tutorials

If a user only has access to the QP_USER LDAP the Quercus Home screen will resemble the one shown below.