CAS Profile plugin

Purpose

CAS Profile is a plugin for CAS department sites hosted on UO Blogs and Drupal. It is an extension of the existing CAS Admin page that categorizes profile information for CAS faculty, staff, and GEs within a CAS Department site.

Each profile allows for a profile image, first name, last name, position/job title, office, phone number, and e-mail to be populated in the CAS Profile database which then syncs with the corresponding department website.

How to enable Profiles for your site

CAS Profile first needs to be enabled on your site. You must contact the Information Services Tech Desk via the Web Development and Hosting request form.

Once enabled, training can be provided to you to guide you through the process of creating and editing profile records.

Using the CAS Profile database

The CAS Profile database allows department managers to build a profile for each employee within their department. Once the profile is created, it is then sent to the designated department website(s) for categorization there.

Adding a profile

1. Sign-in to the CAS Profile database website
2. Scroll down to the Office Manager links that appear on the left-hand side and select Add user.
3. This will direct you to the CASIT Find People Add user tab. Enter the Duck ID of the person you wish to add. Once it loads, select the Duck ID that appears below the field.
   1. If the profile already exists, a warning message will appear above the field with a link to the profile. Select the profile link to view it.
   2. If the profile does not exist, you will be directed to fill out the remaining information
4. Fill in the remaining required information in the starred fields. If you miss one, the system will tell you where.
   1. Note: You must enter the Password field even though it will use your Duck ID password.
5. Once everything is updated, press Save to save all changes.

Categorization in WordPress/UO Blogs sites

Once a profile is created and designated for a department website, sign-in to your department's UO Blogs site.

1. Then, go to the Profiles menu in the site dashboard and select Profiles.
2. Search for the desired profile, hover over the name, and select the Quick Edit option that appears.
   1. Note: If you are searching for a profile that you just created, it may be at the top of the Profiles list.
3. The row will expand to show details about the profile including profile categories. Select the profile categor(y/ies) that apply then select Update.

Categorization of multiple profiles

Same process as above but to categorize multiple profiles:

1. Select the box to the left of the profile name(s).
2. Open the Bulk Actions menu at the top of the list, select Edit, then click Apply.
3. The top of the table will expand to look like the Quick Edit option. Select the profile categor(y/ies) that apply then select Update.

Categorization in Drupal sites

Once a profile is created and designated for a department website, sign-in to your department's Drupal site.

1. Select the Configuration tab at the top of the window.
2. Under the Development category, select CAS Profile configuration.
3. Find the category you wish to edit, then select edit from the right-hand side of the row.
4. Scroll down to find the list of available profiles then HOLD Ctrl or Command while selecting the profile(s) you wish to add
   1. Note: Hold Ctrl or Command or else it will deselect the entire list. If this happens, refresh the page.
5. Once the changes have been made, scroll down to the bottom and select Edit category to save the changes.

Links to Additional Content

• CAS Profile management instructions (external link)