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This chapter describes the process for creating and managing user accounts in caIntegrator. It also discusses the processes for managing ownership and access to studies in caIntegrator.

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In caIntegrator, all tasks related to creating and managing user accounts can be performed only by a caIntegrator administrator using the CBIIT User Provisioning Tool (UPT) v. 4.2. The following sections discuss the use of the UPT for performing these tasks. For further information about UPT, see Chapter 3 of the CSM 45.2 0 Programmer's Guide.

The UPT is a separately installed application which serves as the user management interface for all National Cancer Institute CBIIT Life Sciences Distribution (LSD) applications, including caIntegrator. The UPT application is the central point for all user management functionality within caIntegrator. You can use UPT to add new users and to apply user group assignments to the caIntegrator database directly. The UPT groups can refer to predefined groups such as Study Manager or Study Investigator, which determine what roles the user has.

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1. A potential user requests a user account in caIntegrator. See Registering as a New caIntegrator User.
2. You, as a caIntegrator administrator, check if the User already exists in caIntegrator. If not,  create the new user. See Creating a New caIntegrator User.
3. Link the new user User to a User Group. A "group" is a collection of users. Check if the requestor's User Group already exists in caIntegrator. If not, create a new *User Group. See Creating a New User Group.

4.  Link the new user User Group to a Protection Group. Check if the Protection Group (for example, "Columbia University Protected Studies"), containing the studies to which this new user wants access currently exists. If not, create a new Protection Group. See Creating a New Protection Group. 

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   title Protection Group Access
   If the Protection Group already exists, contact the Organizational Contact person to confirm that it is OK to give this person access to this Protection Group.

5. Give the requestor's User Group access to the Protection Group. See Assigning a User Group to a Protection Group.Add the User to the User Group. See Adding a User to a User Group.

Creating a New caIntegrator User

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At this point, you can add the new user to a user group where you can assign roles to the user, and the user group to a protection group where you can assign limited visiblities to the new user.

Adding a User to a User Group

Once you have created a new user, that user can be linked to a collection of users called a user group; the user group would then be assigned to a protection group.

Assigning Users to Groups greatly improves the ease with which you, the admin, can provision access rights. You can instantly assign a role and protection group to an entire group of users instead of repeating the same assignment for each individual user.

For example, you can assign a new user The advantage of working with a user group is that you do not have to assign roles to each user individually. You can assign users to a user group to which you have already assigned a specific role, and then assign that user group to the protection group, or you can assign a role collectively to a protection group after it is created. If a user group and/or protection group with your selected role(s) does not exist, then you can create such a group, as described in sections below. For more information about roles, see caIntegrator Roles.

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1. Log into UPT as caIntegrator Admin.
2. Find the user that you want to assign to a user group. Click the User menu option, then click Select an Existing User.
3. Enter the name of the user you are looking for and click Search. If you define no criteria, UPT returns a list of all caIntegrator users currently in the system, as shown in the following figure.
   
4. Select the radio button next to the name and click View Details. The User Details page open, showing brief details about the user you selected.
5. Click the Associated Groups button at the bottom of the page. This opens the page where you can assign a user to a group, as shown in the following figure. The user you selected displays at the top of the page.
   
6. Select In the Available Groups list, select one or more groups that you want the user to be in and click Assign.If such a group does not exist, you can create a new user group.

7. At the bottom of the page click Update Association. This completes the assigning of the user to the user group. Now the user will have access to any studies to which the user group has been given access.

   Tip
   title User in Multiple Groups
   You can add a user to more than one user group. For example, a user could be assigned to "Columbia University Study Managers" as well as to "Columbia University Study Investigators".

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1. Login to UPT as caIntegrator Admin.
2. Click the Protection Group menu option.
3. On the page that opens, click Create a New Protection Group. The page opens for defining PG Group detailsdetails, shown in the following figure. Image Added

4. Enter a unique Protection Group Name and Description, if appropriate. Click Add.

   Info
   title Naming Convention
   The recommended naming convention is [insert organization name here] Protected Studies . Example: "Columbia University Protected Studies".

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1. Confirm if the user is an LDAP user or not. If the user is an LDAP user, then this person must change their password using the NCI password change utility. Skip the rest of these steps. If the user is not an LDAP user, then continue with the rest of these steps.
2. Log into UPT as caIntegrator Admin.
3. Find the user that you want to change. Click the User menu option, then Select an Existing User.
4. Enter the name of the user you are looking for and click Search. If you define no criteria, UPT returns a list of all caIntegrator users.
5. Select the radio button next to the name and click View Details.
6. In the page that opens, shown in the following figure, replace the User Password and Confirm Password fields with the new password.
   
7. At the bottom of the page click Update.

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