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--- rdms:solution:policies [2024/03/26 10:39] – [Automated Policies for RDMS Projects] Started Project Section jelte
+++ rdms:solution:policies [2025/07/22 11:37] (current) – [Automated Policies] Changed to rdms-support@rug.nl as this is mostly like that on the wiki jelte
@@ Line 1: / Line 1: @@
 ====== Automated Policies ======
-A special features of the RDMS which distinguishes it from other UG storage solutions is the possibility to add automated data policies.
+A feature unique to the RDMS, setting it apart from other UG storage solutions, is the capability to add automated data policies.
-The policies can be defined in the RDMS web interface and they allow to setup (delayed) jobs which are automatically executed when the policy execution date/criteria is reached.
+These policies can be applied via the RDMS web interface, allowing users to set up (delayed) jobs that are automatically executed upon reaching specified dates or criteria.
-A common scenario to use RDMS automated policies is to revoke project participation of collaborators automatically after a certain date.
+A common scenario to use RDMS automated policies is to revoke project participation of collaborators automatically after a predetermined date.
-Currently, the RDMS automated policies are available for [[rdms:solution:projects|RDMS Projects]] as well as [[rdms:solution:team|Team Drives]].
+Currently, the RDMS automated policies are available for [[rdms:solution:team|Team Drives]].
 **Notes:**
-  * For the following steps, it is needed that you have elevated user permissions in the system to see the [[rdms:webapp:datamanagement|Data Management Tab]] in the web interface. If you do not see the respective buttons described below, your account likely misses these permissions. Please contact [[rdms-support@rug.nl|RDMS-Support]].
+  * For the following steps, it is required that you have elevated user permissions in the system to see the [[rdms:webapp:datamanagement|Data Management Tab]] in the web interface. If you do not see the buttons described below, your account may lack these permissions. Please contact [[rdms-support@rug.nl|rdms-support@rug.nl]].
-  * You will just see pre-defined policies in the RDMS web interface. If you have an idea about a missing policy, please also contact [[rdms-support@rug.nl|RDMS-Support]].
+  * Currently, you will only see pre-defined policies in the RDMS web interface. If you have suggestions about additional policies, please contact [[rdms-support@rug.nl|rdms-support@rug.nl]].
 ===== Automated Policies for RDMS Projects =====
-To add an automated policy to an RDMS project, first open the  [[rdms:webapp:datamanagement|Data Management Tab]] in the web interface.
+Due to a functionality change in the RDMS web interface, this feature is currently under revision.
-Then select the desired project from the project overview on the left. If you have a lot of projects, you can also use the "Filter by name..." field at the top which helps you to find the desired project faster.
-Clicking on the desired project will open the data management view of it. Select the {{:rdms:solution:rdms_cogwheel.png?nolink&30|}}button at the top-right corner to open a new context menu. Here, select "Add Policy" to add a new automated policy to the current project.
+===== Automated Policies for RDMS Team Drives =====
-{{ :rdms:solution:rdms_policies_project.png?direct&800 |}}
+Managers of [[rdms:solution:team|RDMS Team Drives]] can add additional policies to these drives. To do so, navigate to the [[rdms:webapp:datamanagement|Data Management Tab]] of the web interface.
+First open the data management tab, then select the desired drive from the left-sided menu. This action will open the data management view of the selected drive, which contains various sub-tabs.
-===== Automated Policies for RDMS Team Drives =====
+Next, click on the {{:rdms:solution:rdms_management_policies.png?nolink&30|}} button to open the overview of currently added policies.
+{{ :rdms:solution:rdms_team_policies_1.png?direct&700 |}}
+In the same window, you can click on the {{:rdms:solution:rdms_cogwheel.png?nolink&30|}} button and then select "Add Policy" to add a new policy.
+{{ :rdms:solution:rdms_team_policies_2.png?direct&300 |}}
+In the newly opened tab, first select one of the available automated policies, then fill in the other required fields and add the policies by confirming with the "Save policy" button.
+{{ :rdms:solution:rdms_team_policies_3.png?direct&600 |}}
+Upon successful addition of the automated policy, you will find it in the policy tab of the respective Team Drives. Here, you can also adjust the policy as well as see its current status.
+{{ :rdms:solution:rdms_team_policies_4.png?direct&600 |}}