6. Cerebro Administrator Panel¶
The Administrator Panel contains various tools to adjust all aspects of the Cerebro system. You can open it by selecting Tools / Administrator… menu item in the Cerebro main menu. All the elements are divided thematically into several groups, represented in the various tabs of the Administrator Panel window.
If you are a member of more than one Cerebro universe, a drop-down box will appear at the top of Administrator menu. It is used to select a universe for which the settings will be displayed in all tabs.
The left side of the Universe tab displays the properties of the current universe: name, description, the language used in it, creation date, current and maximum number of users and tasks in it, as well as settings for working through e-mail and the number of available e-mail users (see “E-mail and Cerebro”).
The right side of the window contains two tabs: Global access rights and List of licenses.
On the Global permission access tab you can see a standard interface to configure Cerebro access permissions (see “Setting Access Rights for a Task”) which you can use to set global access rights for groups/users, which will be used as default for all projects/tasks in the future.
In each Cerebro universe there should be at least one account (or user group) with “Full Control” global access permissions. Only this account can perform administrative tasks (creating and deleting projects, users, file storage configuration, etc.).
On the List of licenses tab you can see a list of all recorded payments, their starting and ending dates, number of accounts, etc. The current status of a payment is color-coded - whether it is active, expired, or yet to start.
Maximum amount of available accounts (standard or e-mail users), which is displayed ont the left part of the window, is defined as total amount of users for all active payments.
In the case of installed Cerebro version (full installation on a local server), buttons for server Host ID acquisition and license file uploading are also displayed on the List of licenses tab.
На вкладке Плагины вы можете осуществлять установку пакетных плагинов.
To add plug-ins for distribution, press the New plug-in button.
In the Name field, enter the plug-in name, unique for the universe.
The plug-in name must be identical to the Python package name.
In the Description field you can enter the text description for the new plug-in.
In the Plug-in folder path field, specify path to the Python package.
In the Version field, enter the initial version number.
In the Commentary to the version field, you can enter the text description of the current plug-in version.
When you click the OK button, your plug-in is added to the database and becomes available for users to install.
To update the plug-in, if required, press the Update version… button. You simply need to select a new Python package and specify the new plug-in version number. If needed, you can enter the new text commentary for the plug-in version. After the plug-in update, the users will be prompted to install the new plug-in version.
The Downgrade to version… button can be used to install an older plug-in version.
Network plug-ins are not installed directly on the user’s computer and will be loaded by a Cerebro client when the network path specified is available to the user.
You can create new Cerebro projects (tasks of the uppermost level) and edit existing ones using the Projects tab. The left side of the tab displays a list of projects in the universe. Using the Show archived projects checkbox you can show/hide projects that were deleted from the list (marked as archived).
To delete the selected project from the list, you should select it and press the Delete button or select Archive/Restore project command from the context menu. Doing this on an archived project sends it back to your active universe project list.
On the right side of the window is a set of tabs that contain the attributes of the selected project.
On the Project Properties tab you can view and edit primary project parameters:
- project name;
- starting time for the project;
- default starting time for project tasks - inherited from the parent task or set at the moment of creating the task;
- number of default scheduled hours for new tasks;
- default hourly pay rates;
- automatic work hours confirmation for employee reports.
On the Project File storage tab you can specify which of the file servers in the Cerebro system will be used to store task attachments within the project (for more details on configuring repositories, see “File storages”).
You can use the “<<” and “>>”arrows to move needed storages from the global list (on the right) into the list of current project storages (on the left).
On the Project tags tab you can assign a set of tags - additional task attributes - to a selected project (see “Task tags”).
Just like on the previous tab, to assign them simply move the needed elements from the general tag list (on the right) to current project tag list (on the left) using arrow keys.
Activity-based event subscription tab is used to subscribe a user to all tasks related to specific activity (see “Activities”). For example you can use it to subscribe an employee responsible for texturing to all tasks related to the “texturing” activity.
To subscribe user to an activity you should tick an appropriate activity column in a corresponding user row.
6.3. File storages¶
In Cerebro, a file storage is a server where Cargador software is installed. Often it is located in company’s local area network with internet access. You can use File storages tab in Administrator Panel to set up your storages and link them to your projects.
Each storage in Cerebro has two main attributes: name (for information/ decorative purposes) and server address (with a specified network port). Both DNS name and IP address of the host can be used as an address.
Also you can specify additional attributes, such as HTTP port (used for working with storage via Cerebro web client) and address/port of the server within your LAN.
You can check whether your storage is available and set up properly by using “test” buttons near to corresponding addresses/ports. If storage is available, a summary info will be displayed: amount of files and used disk space.
You can create a new file storage using New file storage button above the list - you will need to fill in all of its basic attributes. There are also two buttons for renaming and removing active file storages.
On the right side of the window, in addition to the properties tab of the repository the Projects on file storage tab is located, which allows to establish communication between repositories and projects.On the right side of the window there’s also a Projects on file storage tab. It allows to link projects and storages.
Linking file storage to a project in this tab is equivalent to assigning file storage to a project in Projects tab (see Projects), so you can use either way.
When user attempts to download a file in Cerebro each assigned storage will participate in searching and downloading that file to remote PC. And every file storage that is linked to a project will automatically upload all files that are posted by users in all tasks in respective project.
A storage is required to properly work with any project. Otherwise, all files uploaded by users will not be forwarded to any of the stationary servers. In this case you will be able to see text messages, but you won’t be able to view/download any attached files.
6.4. Users and resources¶
In Cerebro you can create user accounts and records for material resources used in the work, which are similar in some ways.
Users and Resources tabs have roughly the same functionality, a list of existing users/resources is displayed on them, you can edit the attributes of the items in the list, delete, or create new ones.
The right panel displays three tabs which allow you to edit profiles, group membership, and the set of activities associated with the object (user or resource) (see “Activities”).
By default we will refer to * Users* tab as user accounts have more options and are themselves divided into two types (standard and e-mail users), unlike the material resource records.
The above-mentioned two types of users in Cerebro have the following specific differences:
- e-mail user - can send and receive messages in Cerebro only by e-mail (see “E-mail and Cerebro”). Account of this type is free, although their total number is limited.
- Standard User - in addition to working through the e-mail he is able to log in with its username/password and work in desktop Cerebro client, including (depending on the level of access) user management, project management, task management, statistics and so on. Account of this type is paid and its total number determined by the number of purchased Cerebro licenses.
In the list of users, those two types are visually differentiated by their icons, and you can use two different buttons New standard user and New e- mail user, to create them respectively.
There are two other ways to add users to the universe in Cerebro besides creating new accounts:
- invitation for users who already have an account in another universe in the same database (Find and invite user button above the list);
- recovery for previously deleted accounts (Restore user button).
When you invite someone to join your universe, you will be asked to write an invitation for him, which he will see and be able to accept or decline after his next log in. If he agrees, he will become a full member of your universe, this means that every user can be assigned to several universes.
Remove user from the universe button allows you to remove the selected account from the list. If the user is already in a universe, then his account will remain active, otherwise it will be disabled, but the user profile (except for the login name) will be kept in the database for fast recovery.
Profile tab is used to view/edit account settings. You can for example correct wrongly specified e-mail, change the user’s login, reset his password, etc.
Also, you can convert your account from the standard to the e-mail user and back (this will ask for additional parameters) using the switch in the upper right corner.
On the Group Membership tab you can manage a set of groups which selected user is assigned to (see “User groups”).
You can use buttons that should be familiar to you to move needed elements from general list to user groups.
On the User activities tab you can specify a set of activities that one or another person on the project will be engaged in (see “Activities”).
Similar to the previous point set the list of activities in the two neighboring columns.
6.5. User groups¶
User groups and their contents can be configured on a separate Groups tab.
Here you can create new groups (New Group button ), delete existing ones, and assign users to the group from your lists.
Assigning users to a certain group using Members tab is basically equivalent to adding it to the group using Groups tab , so you can use any of these methods.
On the right side of the window, in addition to the group members tab there’s Group is visible for tab. It serves basically information purpose and displays a list of the selected group of users that can see this group and users assigned to it (more about configuring visibility see “Who sees who”).
6.6. Who sees who¶
There are several elements of Cerebro with lists of users and groups, such as: task performers, statistics on users, in the admin panel, etc. Also data about users is present in the forums and in the properties of tasks. In these elements only users who can see the user who opened a particular interface are displayed.There are several interface elements in Cerebro which display users and user groups, such as: assigned users, user statistics, Administrator Panel, etc. This data is also present in forums and task properties. In all those elements user can only see other users if they are visible to him.
By default, users in the universe can only be seen by the administrators of the universe (as they have a Users Management permissions), and other users can’t see each other. This is done so administrators can manually configure visibility permissions.
6.6.1. Setting up user visibility¶
The administrator or any other person in the universe with Users management permissions may customize the visibility of user groups.
User visibility is initially configured when a new user is created, and you can change it on the Who sees who tab in the Administrator Panel.
For simplified visibility configuration you can use User sees all users in current universe flag. In the user wizard (the New standard user and * New e-mail user * commands in Tools menu) the option is located on the first step, and is enabled by default.
Enabling this feature means that the selected person will see all the users of the universe. When it is disabled, visibility of other users is defined using lists on Who sees who tab.
On the rightside of window there are two tabs which are used to configure visibility for groups and individual users.
On the Visible groups tab there are two lists: the visible and hidden groups. Using “<<” and “>>” buttons you can move required elements to the “Visible groups” list.
If the Sees all users of the universe flag is turned on, the interface to add/remove visible groups is disabled.
The user does not have to be assigned to a group that he is able to see, and on the contrary, a member of the group may not see it, if visibility is disabled for him.
After you’re done with initial visibility permissions setup, you can adjust it by adding or removing users from appropriate groups. When user is added to a group he becomes visible to everyone who is able to see this group, and vice versa.
Visible Members tab is used for information purposes only. It displays the list of users who are visible for selected user according to all visibility settings.
On * Activities * Tab on Cerebro control panel you can create and edit a list of activities that used in work on your projects.
In Cerebro every activity type is defined by its unique name and can be color-coded.
Activity can be used as task or user attribute in the current universe.
If used in task properties, this attribute is made in the same way as enumeration type tag (see “Task tags”), this means that every task can be accompanied by one type of activity from the list (see “Task properties”).
Otherwise, every user can be assigned onto several activities that he can work on in any given project. This can be done either at the Users tab, defining activity list for every user, or at the Activities tab, defining a list of users for every activity.
6.8. Task statuses¶
Status is a task property that defines task’s current state or work process step it’s on. Using statuses you can set up a selection of work process milestones.
At the Task statuses tab of Cerebro Administrator Panel you can edit a list of statuses which are used during the work on your projects, set up their order, status switch permissions and automatic status switching rules.
Task statuses window contains three tabs: Statuses, Switch permissions and Linked tasks rules.
At the Statuses tab you can set up status list, their sequence and settings of any given status.
At the left side of the tab is the list of all statuses in your selected universe, and at the right side there’s a list of properties for the selected status. After creating new status (using the New Status button just above the list) you should assign it a name, a color, an appropriate icon, short description and set up two properties: inheritance and task state in this status (suspended, in progress, stopped).
Using arrows at the right side of status list you can adjust their order according to your typical work process milestone sequence.
Be careful while editing status order, because your custom rules that are set at Linked tasks rules tab might depend on it.
Switch permissions tab is used to set up task status change order according to user permissions.
Ability to switch task status is defined by user permissions to create a post of any given type. For every element from the list of permissions you can set up a custom task status change order, to do that you should define a list of initial (Switch from) and new (Switch to) status states. At the Linked tasks rules tab you can set up your rules for automatic task status change sequence according to different conditions related to linked tasks (see “Linking tasks” for information about linking tasks).
With every status switch in Cerebro, a status check is made for every linked task, and if any given rule triggers, the status is changed automatically.
Every rule has a set of conditions and a new status state that is given to a task if conditions are met. Rule check occurs according to their order in the list, and only the first rule meeting all the conditions is triggered.
By default there are two rules in Cerebro:
- status switches into “ready to start” if all predecessors were given “complete” or “closed” status;
- status switches into “paused” if any one of the predecessors enters the state lower than “complete”.
You can make or adjust rules for your needs. To add a new rule, press “+” button just above rules list, and to remove an existing rule, just select it in the list and press “-” button.
You can also change rule sequence using arrow buttons at the right of rules list. Rule name is formed from its order number and status that is assigned when the rule is triggered.
To edit a rule, select it – at the right side of the tab you will see its properties: a set of conditions and a status assigned to a task when a rule is triggered.
Add condition button is located above conditions list and it allows to add another condition, while “-” button to the right side of any condition removes it. Conditions are linked by logical “AND” operator, this means that the rule will trigger only if all the conditions are satisfied.
Every condition on the list is a rule that compares status of an existing task (or a set of tasks) and a given status state. Using three drop-down lists you can assign:
- a set of tasks that are checked for the status;
- comparison operation, “<” and “>” symbols refer to a position in general status list;
- status state that is compared with it.
At the bottom of the tab there’s a drop-down list which is used to set up a status that would be given to a task when the rule triggers.
6.10. Payroll accounting¶
With Cerebro you can use automatic payroll accounting function based on time spent by users on the project. Use Wage tab on control panel to set wage level.
Here you can set every user’s default payroll and the payment start date for this or that particular project (New hour rate button on the right side of the window). Later, these features will be used to calculate users’ individual statistics (see chapter “User Statistics”).