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Migration from Vireo 3 to Vireo 4 will happen in several steps and will require several interactions with TDL. There will be a period where a Vireo 4 migration server and the current Vireo 3 server will both be active. This will allow you and your colleagues time to customize and test drive Vireo 4. When it is time to completely migrate to Vireo 4 then a final migration of all interim activity on Vireo 3 can be ported to the running Vireo 4 instance by the lead TDL developer.
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Take screenshots of your settings during set-up to have an easy reference for when you go into production if anything doesn’t carry over. |
System and account setup
TDL will establish a Vireo 4 server for your institution. Initially this server will have a URL which is comprised of the name of your institution followed by '-migrate-etd.tdl.org.' When it is time to close down Vireo 3 and use Vireo 4 exclusively then the current Vireo 3 URL can be updated to point to the Vireo 4 server and the '-migrate-etd' domain name will be dropped.
Once you’ve received notification from TDL that your Vireo 4 instance is ready, TDL will ask you to create an account for administering the site for the entire institution. This will just be created as a regular account. (Depending on what is in place at this time for your institution this could be a shibboleth account or an email password account).Once this account is created For most if not all institutions this will be a shibboleth based account. You will sign in with your university credentials. If necessary we can also set up a server for username/password accounts.
Once you have signed in for the first time, please contact TDL and identify the account. A TDL developer will provide administrative role privileges to this account.
Here are the steps for registering your account:
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Once you are registered please send a message to the Helpdesk (support@tdl.org) so that we can change your account from Student to Administrator. You will then be able to view all data.
Application settings
Institutional Settings
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Once you have your Administrator account, navigate to the Organization tab.
Organizations and categories are the foundation of the customized submission workflows, which are one of the biggest changes in Vireo 4 from prior versions. You can create as many submission workflows as you wish. Creating an Organization is how you begin to create a submission workflow.
Vireo has one preset organization named Institution. Institution is a preset which contains all the of the workflow default settings. It should NEVER be used to accept submissions and should RARELY be edited. In your fresh Vireo 4 installation, you will see Institution as the only organization listed.
As an Administrator, you will also see a bottom panel with the workflow steps for the Institution. Here, in the Manage Organization tab, you can change the Institution name to your own institution.
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Never change your Shibboleth Settings in the User Interface. Only TDL should ever change those settings |
Migration
The migration of data from Vireo 3 to Vireo 4 will take the TDL developer about a day. This will include all user accounts, user submissions, data files for those submissions, action log entries and custom actions. After that TDL will ask that you and your colleagues confirm that the data looks intact and there are no obvious errors.
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