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rdms:solution:policies [2024/03/27 15:05] – [Automated Policies for RDMS Projects] burcurdms:solution:policies [2024/04/29 09:06] (current) – Removed ref to projects. jelte
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 ====== Automated Policies ====== ====== 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 of 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 setup (delayed) jobs which 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:** **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 an 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]].  
-  * 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]]. 
  
  
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 ===== Automated Policies for RDMS Team Drives ===== ===== Automated Policies for RDMS Team Drives =====
  
-Managers of [[rdms:solution:team|RDMS Team Drives]] can add additional policies to this drives.+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. 
  
-To do so, the [[rdms:webapp:datamanagement|Data Management Tab]] of the web interface is used. +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.
  
-First open the data management tab, then select the desired drive from the left-sided menu. The data management view of the selected drive will open which contains different sub-tabs. +Next, click on the {{:rdms:solution:rdms_management_policies.png?nolink&30|}} button to open the overview of currently added policies. 
- +
-Select {{: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 |}} {{ :rdms:solution:rdms_team_policies_1.png?direct&700 |}}
  
-In the same window, you can select the {{:rdms:solution:rdms_cogwheel.png?nolink&30|}} button and then select "Add Policy" to add a new policy.+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 |}} {{ :rdms:solution:rdms_team_policies_2.png?direct&300 |}}
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 {{ :rdms:solution:rdms_team_policies_3.png?direct&600 |}} {{ :rdms:solution:rdms_team_policies_3.png?direct&600 |}}
  
-After successful addition of the automated policy, you will see it in the policy tab of the respective team drives. Here, you can also adjust the policy as well as see its current status.+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 |}} {{ :rdms:solution:rdms_team_policies_4.png?direct&600 |}}