Make Redmine Projects Public on Planio » History » Sprint/Milestone 38
Jan Schulz-Hofen, 03/17/2017 06:47 AM
1 | 1 | Jan Schulz-Hofen | # Make Redmine Projects Public on Planio |
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3 | 3 | Jan Schulz-Hofen | Planio is powered by Redmine and as such it offers the same great possibilities to **make Redmine projects public** on the Internet. You can choose whether your projects should be accessible to anyone – without the need to login, including search engines – or whether you'd like visitors to sign up first and leave their email address. You can also choose to manually confirm signups or confirm them automatically by sending an activation link in an email. |
4 | 1 | Jan Schulz-Hofen | |
5 | {{>toc}} |
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7 | 16 | Jan Schulz-Hofen | ## What are Public Projects used for? |
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9 | 19 | Jan Schulz-Hofen | Making your projects public is a great way to provide a **help desk for your customers**. Allow them to view FAQs or tutorial guides in the wiki ([like we do at Planio](https://support.plan.io/projects/planio-support-en)) or let them sign up to discuss in forums or create issues. |
10 | 17 | Jan Schulz-Hofen | |
11 | 19 | Jan Schulz-Hofen | Public projects in Planio are also great for collaboration on **Open Source projects**, for instance. You could also use it to host **public [Git or Subversion](https://plan.io/subversion-hosting-and-git-hosting/) Repositories**. |
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13 | 1 | Jan Schulz-Hofen | Sounds fun? Follow this guide to learn how it's done. |
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15 | 24 | Jan Schulz-Hofen | ## How to Make a Project Public? |
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17 | 4 | Jan Schulz-Hofen | A public project on on your Planio powered Redmine account is essentially that: **An open project that is available to the public**. |
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19 | 22 | Jan Schulz-Hofen | Normally, only the explicitly named members of a project in Planio can access it and outsiders cannot see what's going on. |
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21 | Let's change that! Here's how: |
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22 | 4 | Jan Schulz-Hofen | |
23 | 1. Find your project or create a new one |
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24 | 2. Navigating to **Settings** -\> **Information** in your project |
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25 | 3. Check the box next to the **Public** label and click **Save** |
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27 | 5 | Jan Schulz-Hofen | {{figure(Make Projects Public on Redmine by Planio) |
28 | !make_redmine_project_public@2x.png! |
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29 | }} |
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31 | 4 | Jan Schulz-Hofen | Congratulations! You now have a public project. |
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33 | 6 | Jan Schulz-Hofen | ### Optional: Make all Projects Public by Default |
34 | 4 | Jan Schulz-Hofen | |
35 | Would you like to make all projects public by default? No problem: |
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37 | 1. Navigate to *your avatar* -\> **Administration** -\> **Settings** -\> **Projects** |
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38 | 2. Check **New projects are public by default** |
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39 | 3. Click **Save** |
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41 | 25 | Jan Schulz-Hofen | ### Optional: Allow Anonymous Access From the Web |
42 | 23 | Jan Schulz-Hofen | |
43 | Public projects are open to all users in your Planio account. But you can take this a step further and allow access to people who have not even logged in. This will public your public projects on the Web, making your content accessible to anyone and also allow search engines to index it. |
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45 | Here's how: |
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47 | 1. Navigate to *your avatar* -\> **Administration** -\> **Settings** -\> **Authentication** |
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48 | 2. Uncheck **Authentication required** |
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49 | 3. Click **Save** |
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51 | 28 | Jan Schulz-Hofen | {{figure(Uncheck "Authentication required" to allow anyone in) |
52 | 27 | Jan Schulz-Hofen | !allow_anonymous_access_from_the_web@2x.png! |
53 | }} |
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55 | 23 | Jan Schulz-Hofen | Be careful though with this option. You should not have any secrets in your public projects now – the whole World will be able to see them! |
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57 | Next, we'll learn how exactly these changes impact your projects and who will be able to see and do what exactly. |
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58 | 4 | Jan Schulz-Hofen | |
59 | 21 | Jan Schulz-Hofen | ## The Non-Member & Anonymous Roles |
60 | 1 | Jan Schulz-Hofen | |
61 | 8 | Jan Schulz-Hofen | Now that you've made your project public, let's see how this changes the access permissions to it. |
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63 | Please navigate to *your avatar* -\> **Administration** -\> **Roles and Permissions** for a moment. You'll see two special roles in addition to [your own individual roles](https://plan.io/roles-and-permissions/) which you can define yourself: |
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65 | 1 | Jan Schulz-Hofen | {{figure(Non-Member and Anonymous Roles) |
66 | !non-member_and_anonymous_roles_in_redmine@2x.png! |
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67 | }} |
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68 | 10 | Jan Schulz-Hofen | |
69 | ### The **Non-Member** Role |
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71 | Click on the **Non-Member** role to pull up its permissions. What you configure here will govern what **any user in your Planio account** will be allowed to see and do in your **public projects**. |
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73 | 12 | Jan Schulz-Hofen | Specifically, this means that you won't have to add users to this public project anymore to give them access to it. Any user who does not have a specific role in the project automatically gets the permissions set in the **Non-Member** role. Users who *are members* in a public project will have all permissions from both the **Non-Member** role and their explicit membership roles combined. |
74 | 10 | Jan Schulz-Hofen | |
75 | 11 | Jan Schulz-Hofen | {{figure(Permissions of the Non-Member role) |
76 | !permissions_of_non-member_role@2x.png! |
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77 | }} |
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79 | 10 | Jan Schulz-Hofen | ### The **Anonymous** Role |
80 | 9 | Jan Schulz-Hofen | |
81 | 29 | Jan Schulz-Hofen | The **Anonymous** role is only relevant to you if you unchecked the **Authentication required** checkbox above. Similar to how the **Non-Member** role defines what logged in users can see or do, the **Anonymous** role specifies what anonymous users – who are not even logged in – can see or do. |
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83 | We generally recommend to only give **view** permissions to the Anonymous role. Commenting or even creating content should only be done by logged in users. |
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85 | We'll learn how to ask users to register for an account in a minute. Read on! |
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87 | 1 | Jan Schulz-Hofen | ### Individually Adding Anonymous and Non-Members to Projects |
88 | 7 | Jan Schulz-Hofen | |
89 | 30 | Jan Schulz-Hofen | If using the **Anonymous** and **Non-Member** roles isn't specific enough for your use case and if you would like anonymous users or non-members to have different permissions in different projects, you can also add **Anonymous** and **Non-Member** as if they were real users – using the regular roles. |
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91 | Let's take a look: |
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93 | 1. Go to your public project |
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94 | 2. Navigate to **Settings** -\> **Members** |
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95 | 3. Click on **New member** |
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97 | 34 | Jan Schulz-Hofen | {{figure(Add non-member users as if they were staff) |
98 | 30 | Jan Schulz-Hofen | !individually_adding_anonymous_and_non-members_to_projects@2x.png! |
99 | }} |
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101 | 32 | Jan Schulz-Hofen | You'll find **Anonymous** and **Non-Member** among the list of regular users and groups. Now, you could add your **Non-Member** role with a role of *Staff* for instance. The result would be that non-members will be able to see and do exactly the same as normal members with a role of *Staff*. |
102 | 30 | Jan Schulz-Hofen | |
103 | It's quite advanced, we agree. In most cases it will be sufficient to configure your **Non-Member** and **Anonymous** roles' permissions. |
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105 | 37 | Jan Schulz-Hofen | ## User Self-Registration |
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107 | 38 | Jan Schulz-Hofen | Earlier we said that it's recommended to only allow **view** permissions to anonymous users – you most probably don't want to end up receiving spam comments on your Planio and don't even know who posted them! |
108 | 35 | Jan Schulz-Hofen | |
109 | In this section, we'll learn how anonymous users can register for an account on your Planio using their email address. |
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111 | 37 | Jan Schulz-Hofen | ### Activation Options |
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113 | 36 | Jan Schulz-Hofen | Let's set some settings first. Please navigate to *your avatar* -\> **Administration** -\> **Settings** -\> **Authentication**. You'll be presented with a screen like this: |
114 | 1 | Jan Schulz-Hofen | |
115 | 36 | Jan Schulz-Hofen | {{figure(Defining options for self-registration and activation) |
116 | !allow_self-registration@2x.png! |
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117 | }} |
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118 | 35 | Jan Schulz-Hofen | |
119 | Once registered, your new users won't have project memberships yet, so make sure to configure your **Non-Member** role. For example, you could allow anonymous users to view blog posts and non-member users to comment on them. |
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120 | 1 | Jan Schulz-Hofen | |
121 | ### Conversion Optimization |
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122 | 20 | Jan Schulz-Hofen | |
123 | 26 | Jan Schulz-Hofen | ## Make it your own |
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125 | ### Welcome text |
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127 | ### Blog posts |
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129 | ### Paid extras: Design & Cname! |
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131 | 20 | Jan Schulz-Hofen | ## Popular examples |
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133 | Want to add your projects to the list? Get in touch and we'll list it here! |