CalGroups User Guide

Click to jump to a section, below:


How to Create a New Folder

  1. Navigate to the folder in which you want your new folder to reside

  2. Click the  button

  3. Select Create new folder

  4. Review the Create in this folder field: 

    1. Make sure the folder hierarchy indicates you are placing your new folder in the proper location

    2. You can also click the “search for a folder…” link to see other locations you can create a folder

  5. Folder Name: Enter a name for your new folder

  6. Folder ID: Do not change

  7. Description: Enter a description that explains what the folder will hold

  8. Click the  button

 


How to Create a New Group

In the example below, a new group will be created to serve as an Admin Privilege group in later examples.

  1. Navigate to the folder in which you want to create a new group

  2. Click the  button

  3. Select Create new group

  4. Review the Create in this folder field: 

    1. Make sure the hierarchy indicates you are placing your new group in the proper location

    2. You can also click the “search for a folder…” link to see other locations you can create a folder

  5. Group name: Use something descriptive (refer to Naming Conventions for more information)

  6. Group ID:  Leave as is (unless your use case requires it to be different)

  7. Description: Enter a description that explains what this group will be used for

  8. Click the  button

Tips for New Groups

  • Users are allowed to create groups only in folders they have access to.
  • A group name and ID are usually the same, so the Group ID is automatically populated with the group name.
  • Be sure to use meaningful group names!

 


Adding Members to Groups

Add a single member 

  1. From inside the group, click the  button

  2. Type the member email address, UID or name in the search field

  3. Add the member by selecting a person from grey drop-down menu that appears

  4. Click the  button

Alternative Method to Add Single Users

  1. Click the  button

  2. Click the link to “search for an entity

    1. Type the member name or partial name in the search field

    2. Click the Search button

    3. Click on the person you want to add

  3. Click the  button

 

Searching Tips

  1. If you have trouble finding a member, click the link to "search for an entity." That search screen allows for more flexible and partial name searching.
  2. You can search by typing a partial name; just be sure to select the correct user from the drop-down menu

  3. You will receive “the value entered is not valid” error if the name is not entered exactly into the search bar

  4. If you try to add a search term that cannot be found as a user, you will receive the following error: "> Error: Ldap NamingException: Request: 3 cancelled, Problem calling method addMemberSubmit on edu.internet2.middleware.grouper.grouperUi.serviceLogic.UiV2Group"

 

Add another group to existing group

  1. Click the  button

  2. Click the link to “search for an entity

    1. Type the group name or partial group name in the search field

    2. Click the Search button

    3. Select the group you want to add

  3. Click the  button

Add members to a group from a text file

In order to add members to a group from an external source, you need to have the member UIDs.

  1. Prepare the import file (Click here to see a sample import file)

    1. Open a text document

    2. Enter the term, “entityIdOrIdentifier” on the first line of the document

    3. Copy and paste member UIDs, one per line, below

    4. Save as .txt file (note: saving as rtf does not work)

  2. Next, navigate to group you want to add members to

  3. Click the  button

  4. Select Import members

  5. How to add Members?: Select the Import a file radial button

  6. Press the Choose File button and select your prepared text file

  7. Scroll to the bottom of the page.

  8. You may opt to replace existing group members with the list you are importing by checking the box at the bottom

  9. Press the  button

  10. Review the Import results screen. Press the  button to return to the group


How to View Group Members

  • Navigate to the group you want to review
  • Click the group name
  • Members are listed under the Members tab
  • Direct members are people who were added directly to the group
  • Indirect members are members of groups that were added to the group


How to Make an Access Group

Why make an access group?

CalNet highly recommends that you take advantage of CalGroup’s automated de-provisioning features by creating access groups. An access group is a composite group whose membership is determined by the intersection of an ad hoc group that you define and an official group (such as all employees) to which all members must belong.  Creating an access group instead of just using an ad hoc group allows you to benefit from updates to official university data. For example, if your access group requires a person to be both a member of your ad hoc group AND the all-employees official group, then the moment a group member ceases to be an employee, he or she will automatically be removed from your access group. You will still want to remove them from your ad hoc group when you get a chance, but any services that require membership in the access group will be automatically revoked.  

How to make an access group

  1. To use a composite group, first create an Ad Hoc group using the instructions for How to Create a Group and Add Members to Group. Be sure to note the name of the group so you can find it later.

  2. Next, create a new, empty group

    1. Navigate to the folder in which the group should reside

    2. Click the  button

    3. Select Create New Group

    4. Group Name: Use a name that indicates it is an access group

    5. Group ID: Leave as is

    6. Description:  Write a description that explains what this group will be used for

    7. Press the  button

  3. Select  from inside the empty group

  4. Select Edit composite

  5. Click the Yes radial button; a new menu options will appear below the button

  6. First Factor Group: This group is the Ad Hoc group you created earlier. Search by group name

  7. Operation: Choose and (intersection) to allow for auto-deprovisioning

  8. Second Factor Group: This group is an official group you want to cross your ad hoc group with. A common selection would be “All Employees.” Search by group name and select the group you want to use (click here to see definitions for official campus groups)

  9. Press the  button

 



Export Members from Group

  1. Navigate to the group you want to export data from

  2. Click the  button

  3. Select Export members

  4. Choose all member data

  5. Press the  button

  6. Your file will download as a .csv file. Open and save as appropriate.

  7. Click .


How to Add to My Favorites

Use My Favorites to quickly access your most-used groups and folders. To add a group or folder to My Favorites:

  1. Navigate to the group or folder

  2. Click the  button

  3. Select Add to my favorites
     


Support 

Request access via a folder space using our online form:
https://docs.google.com/a/berkeley.edu/forms/d/1SWdwQrk1SPAK7_m57aLRn_o-SZsiD_1NPG-SXL9sU4w/viewform

If you have questions about CalGroups, including API questions, contact: calnet-admin@berkeley.edu.