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| en:2.0:mehrere_organisationen_verwalten [2020/10/03 17:23] – fasse | en:2.0:mehrere_organisationen_verwalten [2022/03/07 10:37] (current) – [How do I set up a separate installation of another organization ?] fasse |
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| ====== Set up further organizations ====== | ====== Set up further organizations ====== |
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| ==== When it is advisable to set up further organizations ? ==== | ===== When it is advisable to set up further organizations ? ===== |
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| Admidio has been designed to handle different organizations. All data were always stored in a function of an organization. However, you had to manually set up to version 2.1 any other organization. Since version 2.1, there is a wizard for this purpose, which performs this task, thus greatly simplifies the setup for each user. | Admidio can manage multiple organizations. All data has always been stored as a function of one organization. After the initial installation of Admidio, one organization is available, which can be further set up. Via a wizard, any number of additional organizations can be added later. |
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| // Under more efficient organization we understand // that organizations that are involved in any relationship to each other, share a **common** Admidio database. The individual organizations can have their own websites, or share a common website. | //By multi-organizational we mean// that organizations that have some relationship with each other share **one** Admidio database. The individual organizations can have their own websites or share a common website. |
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| Organizations that share a Admidio database can access to common registrations of members. If a user is active in several of these organizations, so just one **profile** of the user is stored in the database, which is available in all organizations. If the user Updates the profile in organization X, so organization Y can see this directly. The allocation to the organizations can here, as usual, freely be done through role assignments. Users with appropriate permissions can access to all registered users and set up a user who was previously established only in Organization X, conveniently by role assignment also to be a member of the own organization. The permission management is still depending on on roles, so that a user in an organization can be webmasters and in the other organization has only the right to maintain the own profile. | Organizations that share an Admidio database can access a common person master. If a user works in more than one of these organizations, only **one** profile is stored for him in the database, which is displayed in all organizations. If the user updates this in organization X, organization Y can view this directly. The assignment to the organizations can be done here, as usual, freely by role assignments. Users with the appropriate rights can access the complete person master and thus make a user, who was previously only set up in organization X, conveniently also a member of their own organization through role assignment. The rights management is still role-dependent, so that a user can be an administrator in one organization and only have the right to maintain his profile in the other organization. |
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| ==== How do I set up another organization? ==== | ===== How do I set up another organization? ===== |
| - Log in to your Admidio installation as administrator and start the wizard by clicking on "Add another organization" under Settings -> Organization. | |
| - Der Assistent möchte nun zuerst das Kürzel, den Namen und die E-Mail-Adresse für Benachrichtigungen der neuen Organisation wissen. Dann auf "Organisation einrichten" klicken. | |
| - The wizard now first wants to know the abbreviation, name and e-mail address for notifications of the new organization. Then click on "Set up organization". | |
| - The new organization is now completely set up in the database. If you now call the login dialog, a new field **Organization** appears in version 2.3 and higher where you can select the previous and the new organization. The organization from the **config.php** is always preselected here. To log on to the other organization this organization must be selected and the user must be a member of at least one role of this organization.\\ {{:de:2.0:documentation:orga:orga_select_box.png?300|Auswahl der Organisation}} | |
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| ==== How do I set up another organization ? ==== | - Log in to your Admidio installation as administrator and start the wizard to add another organization. You can find the wizard in the settings under Organization. Select the link **Add another organization**.\\ {{:en:2.0:documentation:orga:orga_assistant_1.png?400|}} |
| | - The wizard now first wants to know the abbreviation, the name of the organization, and an email address. The e-mail address will be used, among other things, as the sender address for notifications. Afterwards the organization can be set up with **Set up organization**.\\ {{:en:2.0:documentation:orga:orga_assistent_2.png?400|}} |
| | - The new organization has now been successfully set up.\\ \\ The following data has been added: |
| | - The logged in user has become an administrator of the new organization. |
| | - The new organization has got the roles: Administrator, Board and Members. |
| | - Various categories have been added to the organization, including global categories. |
| | - The list configurations Address list, Phone list, Contact details, Membership and Participants have been added. |
| | - If you now call the login dialog, a new field **Organization** appears where you can select the previous and the new organization. Here always the organization from the parameter ''$g_organization'' [[en:2.0:konfigurationsdatei_config.php|of the configuration file]] is preselected. To log in to the other organization, it must be selected and the user must be a member of at least one role of that organization.\\ {{:en:2.0:documentation:orga:orga_select_box.png?300|Selecting the organization}} |
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| - First, you have to download your current Admidio Version again [[http://sourceforge.net/projects/admidio/files/|Download Version again]]. | ===== How do I set up a separate installation of another organization ? ===== |
| - Now you copy the folder **adm_install** //only// in the directory of your existing output configuration. | If you have set up more than one organization in your database, there is only one organization from which the data for logged out users is displayed. This is the organization from the parameter ''$g_organization'' [[en:2.0:konfigurationsdatei_config.php|of the configuration file]]. The other organizations can be selected during login and are therefore only available to logged in users.\\ \\ |
| - Now start the wizard by visiting the following script: <code>http://www.your-admidio-installation.de/adm_install/new_organization.php </code> | However, if you want to run other organizations as a standalone website, where the data is displayed even when logged out, you need to set up separate Admidio installations for these organizations.\\ \\ |
| - The wizard now first wants to know the abbreviation and the name of the new organization. \\ {{:de:2.0:documentation:orga:orga_assistent_1.png?400|Indication of the abbreviation and the organization name}} | For this purpose the following steps are necessary:\\ \\ |
| - In the next step you need to have a valid registration of a webmaster indicate this is thus also automatically webmaster and first member of the new organization.\\ {{:de:2.0:documentation:orga:orga_assistent_2.png?400|Login as Webmaster}} | - The database is set up for the new organization as described in the previous chapter. |
| - In the last step of the wizard, a configuration file is created, which you can download and save. This allows the new organization to run on another web space with a separate file system. However, you have to adapt in the configuration file the variable **$g_root_path** to the other domain / subdomain / folder accordingly. Now you can press the button **Set up organization** and the new organization will be set up in the database.\\ {{:de:2.0:documentation:orga:orga_assistent_3.png?400|Download Configuration file}} | - Now you need to set up a new web space. To do this, download exactly the same Admidio version as in your initial configuration and place it in a new location on your server.\\ If you have been using Admidio 4.1.x so far, the new organization must also get version 4.1.x. The version 4.0.x would cause problems. If exactly this version is no longer available, the initial configuration should be updated to the latest version and then this version should also be used for the new organization. Older versions of Admidio are still available at [[https://sourceforge.net/projects/admidio/files/Admidio/|Sourceforge]]. |
| - The new organization will be ready in the database. If you call now the login dialog, so there is, since version 2.3 shown, a new field **Organization** in which the previous and the new organization can be selected. It is always preselected the organization of the **config.php**. To sign up for the other organization this must be selected and the user must be a member of at least one role of this organization.\\ {{:de:2.0:documentation:orga:orga_select_box.png?300|Choose Organization}} | - Do //no// installation or update on the new instance. |
| | - Now copy the **config.php** of your source installation from the folder ''adm_my_files'' to the new folder ''adm_my_files'' of your new installation. Then you have to change the variables ''$g_root_path'' and ''$g_organization'' accordingly. Make sure that the variable ''$g_root_path'' in the configuration file points to the correct path of your new organization. |
| ==== How do I set up a separate installation of another organization ? ==== | - Now you can log in to the new organization with the administrator's credentials and continue setting up Admidio. |
| | If the organization selection box should no longer be displayed in the login dialog, it can be switched off in the **Settings** under **Organization** with the checkbox **Display organization selection**.\\ \\ |
| If you have more than one organization established in a database, so there is only once an organization from which the data for logged out users are displayed. This is the organization of the **config.php**. The other organizations can be selected during the registration and therefore are only available for registered users.\\ \\ | For future updates, make sure that all installations have the same major version. So organization A has version 4.1 and organization B must then also have version 4.1. If organization B had version 4.0 there would be errors on the page. The sub-version e.g. 4.1.7 can differ, but a synchronous version is recommended here. |
| But if you want to run even more organizations as an independent website, in which the data is displayed also if a user is logged out, so a separate Admidio installations must be set up for these organizations.\\ \\ | |
| The following steps are necessary:\\ | |
| - The database for the new organization is set up, as described in the previous chapter. | |
| - Now you have to set up a new web space. Charging to the exact same Admidio version, as previously used in your initial configuration, and put them down in a new place on your server. \\ Did you have Admidio 2.3.x installed, the new organization must also get the version 2.3.x. The 2.2.x would cause problems. If this version is no longer available exactly the initial configuration should be updated to the latest version and then this version can also be used for the new organization. | |
| - Now delete immediately the folder **adm_install** and //don´t start an installation// or update. | |
| - Copy only the downloaded **config.php**, descripted in the previous section, into the main folder of your new Admidio installation. If you no longer have this file, you can take the config file of your original installation and adjust the variables ** $g_organization** and **$g_root_path**. Make sure at once again that the variable ** $g_root_path** points in the configuration file to the correct path of your new organization. | |
| - Now you can login with data of the webmaster and set up the new organization. | |
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| If the Organisation selection box shall no longer be viewed in the logon dialog, so this can be adjusted in the **Organization Settings** under **Organizational and Regional Settings ** with **Organization Selection Show ** switched to off.\\ \\ | |
| In future updates, make sure that all the installations have the same major version. So Organisation A has version 2.3 and Organization B must then also have the version 2.3. Had organization B version 2.2 would arrive there on the page errors. The minor version, for example, 2.3.2 may vary, recommended is here but also a synchronous version level. | |
