Step 1: Create Users [web|gui]

This workflow requires the creation of at least five specific users: one administrator, three committee members, and a reviewer. A sixth user (the contact author) will be created automatically when we process our first submission. The workflow also requires the creation of four groups, one for each subcommitte. Additionally, the workflow requires the creation of five roles: the administrator, the subcommittee, the editor, the reviewer, and the author. These roles are distinct from the users since for any particular workflow, different people may be playing different roles (except for the administrator, which will be a statically bound role).

1. Start the Metis Editor and go to the File menu. Click on Open.

2. Open the $CATALINA_HOME/WEB_INF/repo directory. A tree will appear inside the Metis Tree panel.

3. Expand the Registry node and click on Users. The Metis user registry will be loaded. If this is your first time using Metis, then the registry will be empty.

4. Click on the Add toolbar button Add toolbar button. The List panel will now show a new user by the name New_Metis_User_1. The user editor will also be visible in the rightmost panel.

5. Fill in the fields to create a new user. Fields preceded by a '*' (name, email, and login) must be unique across all Metis users. The screenshot below provides an example of how the entire interface should look when complete.

Metis User Editor

6. Click the Save Repository button inside the Update panel. The name of the user will change inside the List panel to reflect the new name: Ken. (If at any point you want to undo the changes made since the last save of the repository, click on the Revert All Changes button.)

7. Create 5 more users, remember that each user needs a unique name, email, and login.

8. Click on the Groups tree node in the leftmost Metis Tree panel. Click on the Add toolbar button. A new group (New_Metis_Group_1) will appear.

9. Type subcommitteeA in the Group Name field. The Metis group editor lets you associate users and roles with the selected group. Select a user in the list on the left and click on the Add User button. This will result in the selected user being transferred to the list on the right.

10. Perform step 9 two more times until three users have been added to subcommitteeA. The figure below shows how the group editor should look when you are done (your user names may be different, of course).

Metis Group Editor

11. Click on the Save Repository button. Use the Add toolbar button to create three more groups: subcommitteeB, subcommitteeC, and subcommitteeD. Even though we will not assign users to these groups, we will make use of them in Step 4 of this tutorial.

12. Click on the Roles tree node in the leftmost Metis Tree panel. Click on the Add toolbar button. A new role (New_Metis_Role_1) will appear.

13. Enter author in the Role Name field and click on the Save Repository button.

14. Repeat steps 12 and 13 four times, each time substituting a new role name in place of author. The other four roles that you need to create are admin, editor, reviewer, and subcommittee.

15. In the Metis role editor, we can statically bind a particular user to the admin role. Select the admin role and then select a user from the Bindings list below. Make sure to choose a user that is not a member of subcommitteeA. The figure below shows how the form should look when you are done (your user names may be different).

Metis Role Editor

16. Click on the Save Repository button.