[Bug 19394] New: Add ability for IT administrators to skip onboarding tool , and then display the tool to superlibrarians when they first log in

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[Bug 19394] New: Add ability for IT administrators to skip onboarding tool , and then display the tool to superlibrarians when they first log in

bugzilla-daemon
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=19394

            Bug ID: 19394
           Summary: Add ability for IT administrators to skip onboarding
                    tool, and then display the tool to superlibrarians
                    when they first log in
 Change sponsored?: ---
           Product: Koha
           Version: 17.05
          Hardware: All
                OS: All
            Status: NEW
          Severity: enhancement
          Priority: P5 - low
         Component: Installation and upgrade (web-based installer)
          Assignee: [hidden email]
          Reporter: [hidden email]
        QA Contact: [hidden email]
                CC: [hidden email]

In many institutions it is the IT administrator staff member or support vendor
rather than a librarian that will install Koha. These people may not know what
the institution would like to set for the library branch, patron category,
patron superlibrarian, item type and circulation rule and so it would be good
to provide the ability for these users to skip the onboarding tool.

In order to make sure that this data is entered the next user they tries to
login with the koha database administrator account is prompted back to the
onboarding tool to complete it.

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[Bug 19394] Add ability for IT administrators to skip onboarding tool, and then display the tool to superlibrarians when they first log in

bugzilla-daemon
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=19394

--- Comment #1 from Alex Buckley <[hidden email]> ---
Created attachment 67498
  -->
https://bugs.koha-community.org/bugzilla3/attachment.cgi?id=67498&action=edit
Bug 19394 - Ability to skip the onboarding tool implemented

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[Bug 19394] Add ability for IT administrators to skip onboarding tool, and then display the tool to superlibrarians when they first log in

bugzilla-daemon
In reply to this post by bugzilla-daemon
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=19394

--- Comment #2 from Alex Buckley <[hidden email]> ---
Created attachment 67542
  -->
https://bugs.koha-community.org/bugzilla3/attachment.cgi?id=67542&action=edit
Bug 19384 - Ability to skip the onboarding tool and then redirect the next user
to it

To allow IT staff and support vendors to quickly install Koha for
clients this patch allows these people to skip the onboarding tool and
go straight from the web installer to authenticating to the intranet.

As well as allowing these users to install Koha quickly, the other
purpose of this patch is that these people are unlikely to know what the
library wants set as the library, patron category, administrator patron
credentials, item type and circulation rule and so it is better to leave
that to a librarian to fill out.

The next user to log in (they will have to use the Koha db administrator
credentials) after Koha has been installed (and only if the onboarding
tool was skipped) is then redirected to
login to the web installer to go through the onboarding tool.

Test plan:
1. Drop and recreate your Koha database

2. Restart memcached

3. Go through the web installer and notice that on the page which says
congradulations that you have successfully installed Koha there is a
link to click to load the onboarding tool otherwise if you wait 10
seconds you are redirected anyway.

4. Apply patch

5. Repeat steps 1 and 2

6. Go through the web installer without installing sample patrons and
notice on the same page described in step 3 there are now 2 links: one
to go to the onboarding tool and one to skip the onboarding process.
Also notice that if you wait 10 seconds you are not redirected to the
onboarding tool.

7. Click the skip link

8. Notice the intranet login page appears, login using the Koha db
adminstrator credentials and notice that the mainpage appears.

9. Now logout and login again and notice that you are redirected to the
Web installer login page, login and notice that the onboarding tool is
displayed

10. Repeat steps 1 and 2 and this time install sample data including sample
patrons

11. On the page described on step 3 click the skip link.

12. Notice that the intranet login page appears, login and then logout

13. Try logging in again and notice that you are redirected to the web
installer login page and after authenticating the onboarding tool is
displayed.

14. Repeat steps 1 and 2 go through the web installer and on the page
described in step 3 click the onboarding link and notice that a page
from the onboarding process is displayed.

15. Aftergoing through the onboarding tool login as db administrator and
then logout and login again and notice that you are not redirected to
the onboarding tool because you have already completed it

Sponsored-By: Catalyst IT

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[Bug 19394] Add ability for IT administrators to skip onboarding tool, and then display the tool to superlibrarians when they first log in

bugzilla-daemon
In reply to this post by bugzilla-daemon
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=19394

Alex Buckley <[hidden email]> changed:

           What    |Removed                     |Added
----------------------------------------------------------------------------
             Status|NEW                         |Needs Signoff

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[Bug 19394] Add ability for IT administrators to skip onboarding tool, and then display the tool to superlibrarians when they first log in

bugzilla-daemon
In reply to this post by bugzilla-daemon
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=19394

Katrin Fischer <[hidden email]> changed:

           What    |Removed                     |Added
----------------------------------------------------------------------------
           Assignee|[hidden email]-commun |[hidden email]
                   |ity.org                     |
                 CC|                            |[hidden email]

--- Comment #3 from Katrin Fischer <[hidden email]> ---
Please don't forget to assign your bugs to yourself :)

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[Bug 19394] Add ability for IT administrators to skip onboarding tool, and then display the tool to superlibrarians when they first log in

bugzilla-daemon
In reply to this post by bugzilla-daemon
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=19394

--- Comment #4 from Alex Buckley <[hidden email]> ---
Oops thanks Katrin :)

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[Bug 19394] Add ability for IT administrators to skip onboarding tool, and then display the tool to superlibrarians when they first log in

bugzilla-daemon
In reply to this post by bugzilla-daemon
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=19394

David Bourgault <[hidden email]> changed:

           What    |Removed                     |Added
----------------------------------------------------------------------------
             Status|Needs Signoff               |Failed QA
                 CC|                            |[hidden email]

--- Comment #5 from David Bourgault <[hidden email]> ---
Hi,

Patch does not apply on most recent master. It says the conflict is in
koha-tmpl/intranet-tmpl/prog/en/modules/installer/step3.tt

David

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[Bug 19394] Add ability for IT administrators to skip onboarding tool, and then display the tool to superlibrarians when they first log in

bugzilla-daemon
In reply to this post by bugzilla-daemon
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=19394

Alex Buckley <[hidden email]> changed:

           What    |Removed                     |Added
----------------------------------------------------------------------------
  Attachment #67498|0                           |1
        is obsolete|                            |

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[Bug 19394] Add ability for IT administrators to skip onboarding tool, and then display the tool to superlibrarians when they first log in

bugzilla-daemon
In reply to this post by bugzilla-daemon
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=19394

Alex Buckley <[hidden email]> changed:

           What    |Removed                     |Added
----------------------------------------------------------------------------
  Attachment #67542|0                           |1
        is obsolete|                            |

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[Bug 19394] Add ability for IT administrators to skip onboarding tool, and then display the tool to superlibrarians when they first log in

bugzilla-daemon
In reply to this post by bugzilla-daemon
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=19394

--- Comment #6 from Alex Buckley <[hidden email]> ---
Created attachment 68116
  -->
https://bugs.koha-community.org/bugzilla3/attachment.cgi?id=68116&action=edit
Bug 19394 - Ability to skip the onboarding tool implemented

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[Bug 19394] Add ability for IT administrators to skip onboarding tool, and then display the tool to superlibrarians when they first log in

bugzilla-daemon
In reply to this post by bugzilla-daemon
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=19394

--- Comment #7 from Alex Buckley <[hidden email]> ---
Created attachment 68117
  -->
https://bugs.koha-community.org/bugzilla3/attachment.cgi?id=68117&action=edit
Bug 19384 - Ability to skip the onboarding tool and then redirect the next user
to it

To allow IT staff and support vendors to quickly install Koha for
clients this patch allows these people to skip the onboarding tool and
go straight from the web installer to authenticating to the intranet.

As well as allowing these users to install Koha quickly, the other
purpose of this patch is that these people are unlikely to know what the
library wants set as the library, patron category, administrator patron
credentials, item type and circulation rule and so it is better to leave
that to a librarian to fill out.

The next user to log in (they will have to use the Koha db administrator
credentials) after Koha has been installed (and only if the onboarding
tool was skipped) is then redirected to
login to the web installer to go through the onboarding tool.

Test plan:
1. Drop and recreate your Koha database

2. Restart memcached

3. Go through the web installer and notice that on the page which says
congradulations that you have successfully installed Koha there is a
link to click to load the onboarding tool otherwise if you wait 10
seconds you are redirected anyway.

4. Apply patch

5. Repeat steps 1 and 2

6. Go through the web installer without installing sample patrons and
notice on the same page described in step 3 there are now 2 links: one
to go to the onboarding tool and one to skip the onboarding process.
Also notice that if you wait 10 seconds you are not redirected to the
onboarding tool.

7. Click the skip link

8. Notice the intranet login page appears, login using the Koha db
adminstrator credentials and notice that the mainpage appears.

9. Now logout and login again and notice that you are redirected to the
Web installer login page, login and notice that the onboarding tool is
displayed

10. Repeat steps 1 and 2 and this time install sample data including sample
patrons

11. On the page described on step 3 click the skip link.

12. Notice that the intranet login page appears, login and then logout

13. Try logging in again and notice that you are redirected to the web
installer login page and after authenticating the onboarding tool is
displayed.

14. Repeat steps 1 and 2 go through the web installer and on the page
described in step 3 click the onboarding link and notice that a page
from the onboarding process is displayed.

15. Aftergoing through the onboarding tool login as db administrator and
then logout and login again and notice that you are not redirected to
the onboarding tool because you have already completed it

Sponsored-By: Catalyst IT

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[Bug 19394] Add ability for IT administrators to skip onboarding tool, and then display the tool to superlibrarians when they first log in

bugzilla-daemon
In reply to this post by bugzilla-daemon
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=19394

Alex Buckley <[hidden email]> changed:

           What    |Removed                     |Added
----------------------------------------------------------------------------
             Status|Failed QA                   |Needs Signoff

--- Comment #8 from Alex Buckley <[hidden email]> ---
Hi David

I have attached rebased patches, which now apply successfully on an up to date
branch. Can you please test again

Cheers
Alex

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[Bug 19394] Add ability for IT administrators to skip onboarding tool, and then display the tool to superlibrarians when they first log in

bugzilla-daemon
In reply to this post by bugzilla-daemon
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=19394

David Bourgault <[hidden email]> changed:

           What    |Removed                     |Added
----------------------------------------------------------------------------
  Attachment #68116|0                           |1
        is obsolete|                            |

--- Comment #9 from David Bourgault <[hidden email]> ---
Created attachment 68188
  -->
https://bugs.koha-community.org/bugzilla3/attachment.cgi?id=68188&action=edit
Bug 19394 - Ability to skip the onboarding tool implemented

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[Bug 19394] Add ability for IT administrators to skip onboarding tool, and then display the tool to superlibrarians when they first log in

bugzilla-daemon
In reply to this post by bugzilla-daemon
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=19394

David Bourgault <[hidden email]> changed:

           What    |Removed                     |Added
----------------------------------------------------------------------------
  Attachment #68117|0                           |1
        is obsolete|                            |

--- Comment #10 from David Bourgault <[hidden email]> ---
Created attachment 68189
  -->
https://bugs.koha-community.org/bugzilla3/attachment.cgi?id=68189&action=edit
Bug 19384 - Ability to skip the onboarding tool and then redirect the next user
to it

To allow IT staff and support vendors to quickly install Koha for
clients this patch allows these people to skip the onboarding tool and
go straight from the web installer to authenticating to the intranet.

As well as allowing these users to install Koha quickly, the other
purpose of this patch is that these people are unlikely to know what the
library wants set as the library, patron category, administrator patron
credentials, item type and circulation rule and so it is better to leave
that to a librarian to fill out.

The next user to log in (they will have to use the Koha db administrator
credentials) after Koha has been installed (and only if the onboarding
tool was skipped) is then redirected to
login to the web installer to go through the onboarding tool.

Test plan:
1. Drop and recreate your Koha database

2. Restart memcached

3. Go through the web installer and notice that on the page which says
congradulations that you have successfully installed Koha there is a
link to click to load the onboarding tool otherwise if you wait 10
seconds you are redirected anyway.

4. Apply patch

5. Repeat steps 1 and 2

6. Go through the web installer without installing sample patrons and
notice on the same page described in step 3 there are now 2 links: one
to go to the onboarding tool and one to skip the onboarding process.
Also notice that if you wait 10 seconds you are not redirected to the
onboarding tool.

7. Click the skip link

8. Notice the intranet login page appears, login using the Koha db
adminstrator credentials and notice that the mainpage appears.

9. Now logout and login again and notice that you are redirected to the
Web installer login page, login and notice that the onboarding tool is
displayed

10. Repeat steps 1 and 2 and this time install sample data including sample
patrons

11. On the page described on step 3 click the skip link.

12. Notice that the intranet login page appears, login and then logout

13. Try logging in again and notice that you are redirected to the web
installer login page and after authenticating the onboarding tool is
displayed.

14. Repeat steps 1 and 2 go through the web installer and on the page
described in step 3 click the onboarding link and notice that a page
from the onboarding process is displayed.

15. Aftergoing through the onboarding tool login as db administrator and
then logout and login again and notice that you are not redirected to
the onboarding tool because you have already completed it

Sponsored-By: Catalyst IT

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[Bug 19394] Add ability for IT administrators to skip onboarding tool, and then display the tool to superlibrarians when they first log in

bugzilla-daemon
In reply to this post by bugzilla-daemon
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=19394

David Bourgault <[hidden email]> changed:

           What    |Removed                     |Added
----------------------------------------------------------------------------
  Attachment #68188|0                           |1
        is obsolete|                            |

--- Comment #11 from David Bourgault <[hidden email]> ---
Created attachment 68190
  -->
https://bugs.koha-community.org/bugzilla3/attachment.cgi?id=68190&action=edit
Bug 19394 - Ability to skip the onboarding tool implemented

Signed-off-by: David Bourgault <[hidden email]>

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[Bug 19394] Add ability for IT administrators to skip onboarding tool, and then display the tool to superlibrarians when they first log in

bugzilla-daemon
In reply to this post by bugzilla-daemon
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=19394

David Bourgault <[hidden email]> changed:

           What    |Removed                     |Added
----------------------------------------------------------------------------
  Attachment #68189|0                           |1
        is obsolete|                            |

--- Comment #12 from David Bourgault <[hidden email]> ---
Created attachment 68191
  -->
https://bugs.koha-community.org/bugzilla3/attachment.cgi?id=68191&action=edit
Bug 19384 - Ability to skip the onboarding tool and then redirect the next user
to it

To allow IT staff and support vendors to quickly install Koha for
clients this patch allows these people to skip the onboarding tool and
go straight from the web installer to authenticating to the intranet.

As well as allowing these users to install Koha quickly, the other
purpose of this patch is that these people are unlikely to know what the
library wants set as the library, patron category, administrator patron
credentials, item type and circulation rule and so it is better to leave
that to a librarian to fill out.

The next user to log in (they will have to use the Koha db administrator
credentials) after Koha has been installed (and only if the onboarding
tool was skipped) is then redirected to
login to the web installer to go through the onboarding tool.

Test plan:
1. Drop and recreate your Koha database

2. Restart memcached

3. Go through the web installer and notice that on the page which says
congradulations that you have successfully installed Koha there is a
link to click to load the onboarding tool otherwise if you wait 10
seconds you are redirected anyway.

4. Apply patch

5. Repeat steps 1 and 2

6. Go through the web installer without installing sample patrons and
notice on the same page described in step 3 there are now 2 links: one
to go to the onboarding tool and one to skip the onboarding process.
Also notice that if you wait 10 seconds you are not redirected to the
onboarding tool.

7. Click the skip link

8. Notice the intranet login page appears, login using the Koha db
adminstrator credentials and notice that the mainpage appears.

9. Now logout and login again and notice that you are redirected to the
Web installer login page, login and notice that the onboarding tool is
displayed

10. Repeat steps 1 and 2 and this time install sample data including sample
patrons

11. On the page described on step 3 click the skip link.

12. Notice that the intranet login page appears, login and then logout

13. Try logging in again and notice that you are redirected to the web
installer login page and after authenticating the onboarding tool is
displayed.

14. Repeat steps 1 and 2 go through the web installer and on the page
described in step 3 click the onboarding link and notice that a page
from the onboarding process is displayed.

15. Aftergoing through the onboarding tool login as db administrator and
then logout and login again and notice that you are not redirected to
the onboarding tool because you have already completed it

Sponsored-By: Catalyst IT

https://bugs.koha-community.org/show_bug.cgi?id=19394

Signed-off-by: David Bourgault <[hidden email]>

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[Bug 19394] Add ability for IT administrators to skip onboarding tool, and then display the tool to superlibrarians when they first log in

bugzilla-daemon
In reply to this post by bugzilla-daemon
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=19394

--- Comment #13 from David Bourgault <[hidden email]> ---
oops, I forgot to add the signoff line.

Patch works as expected. QA tool did say something about a missing blank line
before =cut in Koha/Patrons.pm, but I didn't want to fail QA patch for this so
I took the liberty of adding the missing line. Hope that's OK.

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[Bug 19394] Add ability for IT administrators to skip onboarding tool, and then display the tool to superlibrarians when they first log in

bugzilla-daemon
In reply to this post by bugzilla-daemon
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=19394

David Bourgault <[hidden email]> changed:

           What    |Removed                     |Added
----------------------------------------------------------------------------
             Status|Needs Signoff               |Signed Off

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[Bug 19394] Add ability for IT administrators to skip onboarding tool, and then display the tool to superlibrarians when they first log in

bugzilla-daemon
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https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=19394

--- Comment #14 from Alex Buckley <[hidden email]> ---
Thanks David

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[Bug 19394] Add ability for IT administrators to skip onboarding tool, and then display the tool to superlibrarians when they first log in

bugzilla-daemon
In reply to this post by bugzilla-daemon
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=19394

Julian Maurice <[hidden email]> changed:

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                 CC|                            |[hidden email]
         QA Contact|[hidden email]-communit |[hidden email]
                   |y.org                       |

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[Bug 19394] Add ability for IT administrators to skip onboarding tool, and then display the tool to superlibrarians when they first log in

bugzilla-daemon
In reply to this post by bugzilla-daemon
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=19394

Julian Maurice <[hidden email]> changed:

           What    |Removed                     |Added
----------------------------------------------------------------------------
             Status|Signed Off                  |Failed QA

--- Comment #15 from Julian Maurice <[hidden email]> ---
Hi Alex,

Here are a few things you need to change:
1. Remove all occurences of onboardingrequired, it's stored in a bad place,
it's badly used and you don't need it (explanation below:)
  a. userflags contain name and description of user permissions, it's not a
place to store arbitrary flags (despite its name)
  b. if we decide to skip the onboarding tool, the first time the DB user logs
in they are not redirected to the onboarding tool because onboardingrequired's
value is 0 (it's set to 1 only at this moment), so the user need to reload the
page to be redirected to the onboarding tool. Moreover onboardingrequired is
still equals to 1 after the onboarding process
  c. you don't need it because you have another check that is (IMO) enough : if
there is at least one user that have permission superlibrarian, it means that
someone is gone through the onboarding process (or someone has manually
configured Koha, which means the onboarding process is not needed)

2. check_if_patrons_have_flags is not needed: you can replace it by
Koha::Patrons->search({flags => { '!=' => undef }}) (and anyway the previous
check is enough IMO, so it could be completely removed)

3. I think that changes in installer/onboarding.pl are not needed:
  a. you changed the redirection to installer/install.pl to mainpage.pl, which
then redirects to installer/install.pl, so it adds one more redirection for the
same result
  b. there seems to be no scenario where $op == 'skip', can you confirm that ?

Now that's a personal opinion but I believe that a warning message would be
better than an automatic redirect. There might be some cases where I don't want
to go through the onboarding process at all and this redirect could become
annoying

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[Bug 19394] Add ability for IT administrators to skip onboarding tool, and then display the tool to superlibrarians when they first log in

bugzilla-daemon
In reply to this post by bugzilla-daemon
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=19394

Alex Buckley <[hidden email]> changed:

           What    |Removed                     |Added
----------------------------------------------------------------------------
             Status|Failed QA                   |BLOCKED

--- Comment #16 from Alex Buckley <[hidden email]> ---
Hi there

I am going to put this bug report status on 'Blocked' until I have a bit more
time to revisit this particular bug.

Cheers,
Alex

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