Note: You are currently viewing documentation for Moodle 1.9. Up-to-date documentation for the latest stable version is available here: Beginning Administration 1 FAQ.

Beginning Administration 1 FAQ: Difference between revisions

From MoodleDocs
No edit summary
No edit summary
Line 1: Line 1:
There is always an element of frustration at the beginning of taking on a Moodle. For many of us, we are employed to do something else, but fall into this and while we have some knowledge or skills, we can often be stumped by the simple things. Not because we are not skilled, just we do not understand enough of the jargon surrounding Moodle to make it work for us.  
There is always an element of frustration at the beginning of taking on a Moodle. For many of us, we are employed to do something else, but fall into this and while we have some knowledge or skills, we can often be stumped by the simple things. Not because we are not skilled, just we do not understand enough of the jargon surrounding Moodle to make it work for us. What many people have found is that they are pushing against a door that was never shut. Not a good analogy perhaps, but it does describe what can happen when we begin Administration of a Moodle.  


The idea of this page is to breakdown some of those frustrations and get to simple things. For example, our understanding of [https://docs.moodle.org/en/How_permissions_are_calculated permissions] and [https://docs.moodle.org/en/Manage_roles Roles]. The page that the Roles link is directed to explains how roles work, but it leaves out a couple of vital pieces of information. Most of us are used to logging in with an ID, as we do in Moodle. Most of us are aware that we can do things on our networks and we are limited by the permissions we gain from the Groups were belong to. Again this is pretty much the same in Moodle. The phrase "pretty much" is what is different and it is what can cause us a lot of frustrations.  
#[[#Permissions_and_Roles | Why am I just not getting how Permissions and Roles work?]]
#[[#Front_Page_HTML_Block | How can I change the look of my Front Page to include a HTML block in the centre column?]]
#[[#My_site_broke | Help! My site broke - How do I fix it?]]
#[[#Hiding_Site_News_Block | I want to hide the Latest News Block from anyone not logged in.]]
#[[#All_students_enrolling_in_every_course | All students are enrolling in every course]]
#[[#Staff_to_see_all_courses | The Staff at my School want to see what other Staff Members are doing. Can I set this up easily?]]


In Moodle, permissions are also known as "capabilities" and they reside with the [https://docs.moodle.org/en/Manage_roles Role]. The ID does not carry any permissions with it, only a [https://docs.moodle.org/en/Manage_roles Role]. So stop worrying about trying to learn about permissions, concentrate on the [https://docs.moodle.org/en/Manage_roles Roles] and how they work.
<span id="Permissions_and_Roles">
==Why am I just not getting how Permissions and Roles work?==
Our understanding of [https://docs.moodle.org/en/How_permissions_are_calculated permissions] and [https://docs.moodle.org/en/Manage_roles Roles] is usually based on what we have learned in our networking environment, we log in, we have a set of permission based on that log in and they determine what we can do. This "linear" explanation is based on what we see, not what really happens, of course.  


What many people have found is that they are trying to pushing against a door that was never shut. Not a good analogy perhaps, but it does describe what can happen when we begin Administration of a Moodle.  
In Moodle, permissions are also known as "capabilities" and they reside with the [https://docs.moodle.org/en/Manage_roles Role]. The log-in ID does not carry any permissions with it, only a [https://docs.moodle.org/en/Manage_roles Role]. So stop worrying about trying to learn about permissions, concentrate on the [https://docs.moodle.org/en/Manage_roles Roles] and how they work.


This page is an explanation of some things and [[Administrator's tips]] that people discover or learn from more experienced Moodlers that will, hopefully, save you time and a lot of frustration.
Roles are [[#All_students_enrolling_in_every_course | context based]], so you should only assign Roles within the context of a Course or a Block. If you assign a Role in the Front Page, that Role is assigned to every part of the site. The best advice is that you DO NOT assign any roles from the Front Page.</span>
 
<span id="Front_Page_HTML_Block">
==How can I change the look of my Front Page to include a HTML block in the centre column?==
There are lots of different ways to do this but start at [https://docs.moodle.org/en/admin/setting/frontpagesettings Administration > Front Page > Front Page settings].
# Go to '''Front Page''' and change each setting to None, None, None None. This Front Page means '''before''' log in so what do you want your visitors to see?
# Go to '''Front page items when logged in''' and change each setting to what you want, or None, None, None, None. This displays '''after''' log in.
# Go to '''Include a topic section''' and click this ON, a tick appears in the check box.
# Go to '''Save Changes''' and when saved, return to the Front Page.
# Click the "Turn editing on" button and you should see two drop-down combo boxes and a number of icons.
# Select the "Add a resource" and take your pick of either a Label or a Web Page. (Hint: The label is perhaps a better option here, but suit yourself.
 
At this point you can edit the label or web page any way you want. You are taken to the WYSIWYG editor so you can include any text or image you like. When done, save it and return to your Front Page and the changes you made should appear.
 
You are not limited here, if you want a message for welcoming people and still show the default Front Page or anything else, then the list of items in the '''Front Page''' and '''Front page items when logged in''' are accessible. </span>
 
<span id="My_site_broke">
==Help! My site broke - How do I fix it?==
Moodle was made to be broken - seriously. Quite often these statements are made: 
:::My site has suddenly broken, only the header will display on any page except for user login.
:::As soon as anyone is logged in, only the header shows.
:::The site was working perfectly but not now.
 
Or variations on that theme.
 
Why these things happen is usually you have done something or changed something or someone else has done it and the site falls over. You can spend hours trying to fix it, but in most cases it is just better to dump it and start again, a lot less time consuming. 
# Completely delete your entire Moodle, everything must go.
# Reinstall Moodle using exactly the same settings you started with.
# Overwrite the database from your [https://docs.moodle.org/en/Site_backup backup].
 
Alternatively, you can just restore from your [https://docs.moodle.org/en/Site_backup backup].
 
This is why you must [https://docs.moodle.org/en/Site_backup backup] regularly. The bigger the database, the more frequent the [https://docs.moodle.org/en/Site_backup backups] required. 
 
'''TIP''': Keep two Moodles, one public and one private. Do things to the private Moodle and test them out. If it works then you can employ the same change in your public Moodle. If it doesn't then you have not damaged anything. It is much easier to break and repair or re-install your small private Moodle than to try and do it to a public Moodle.
 
</span>
 
<span id="Hiding_Site_News_Block">
==I want to hide the Latest News Block from anyone not logged in.==
Log in as an Administrator then turn editing on
 
# Click on the assign roles icon (usually the first icon) in the header of the [https://docs.moodle.org/en/Category:Block block] to be hidden, in this case the [https://docs.moodle.org/en/Latest_News_block Latest News block] (but this should work for all [https://docs.moodle.org/en/Category:Block blocks]).
# This takes you to the Assign roles page so then click the "Override permissions" tab.
# Select the role "Guest".
# Reset the capability moodle/block:view to '''prevent'''.
# Click the "Save changes" button.
 
This should hide the [https://docs.moodle.org/en/Category:Block block] from everyone until they have logged in. You can apply this to all [https://docs.moodle.org/en/Category:Block blocks].
</span>
 
<span id="All_students_enrolling_in_every_course">
==All students are enrolling in every course==
 
This comes back to the contextual nature of Roles.
 
Make sure your users are '''not''' assigned to the student role at the site level.
Check in site '''administration > users > permissions > assign system roles''' - there should be nobody in the student role
Then go to '''users > permissions > user policies''' and check that the default user in Moodle is "authenticated user" and not student
 
And this is where it can all get so confusing. In the context of the SITE the default user needs to be "authenticated user".
 
So you have solved one problem, but then you notice that as soon as you have done that, the site news forum disappeared from the Front Page after a successful log in, even if you have forced all logged in users to be subscribed.
 
# Go to [https://docs.moodle.org/en/admin/setting/frontpagesettings Administration > Front Page > Front Page settings].
# Go to '''Default frontpage role''' and select '''Student'''. This affects a number of things, but it does not mean everyone becomes a student in ALL courses, only a Student on the front page.
 
This changes your '''Front Page Role''' to Student but keep the '''default user''' as it is.
 
Roles in Moodle are '''contextual'''. In making these changes, '''ALL''' logged in users are "authenticated users" in the context of the '''SITE''' and at the same time ALL logged in users are "Students" in the context of the Front Page. Once they leave the Front Page, they revert to being "authenticated users" until they enter a page or a Course where they have been assigned the role of Student.
</span>
 
<span id="Staff_to_see_all_courses">
==The Staff at my School want to see what other Staff Members are doing. Can I set this up easily?==
Yes, you can. In many instances a lot of Staff Members will want to look at what their colleagues are doing and make sure they are working within whatever academic parameters need to be met. While this may seem intrusive for a lot of teachers, it is is a very easy way of getting a cross-fertilization of ideas in cross-curricular studies. 
 
As the number of courses grow, this can mean that Teachers "My courses" block can grow to a ridiculous length. To get around this issue, set up a fake user id that is enrolled in all courses. If all Staff know the User ID they can access other courses easily. To limit this though, you may consider using a different faked ID for each subject area or discipline or category and make that ID available only to those people delivering courses in that subject, discipline, or category.
 
 
 
</span>

Revision as of 04:38, 15 July 2009

There is always an element of frustration at the beginning of taking on a Moodle. For many of us, we are employed to do something else, but fall into this and while we have some knowledge or skills, we can often be stumped by the simple things. Not because we are not skilled, just we do not understand enough of the jargon surrounding Moodle to make it work for us. What many people have found is that they are pushing against a door that was never shut. Not a good analogy perhaps, but it does describe what can happen when we begin Administration of a Moodle.

  1. Why am I just not getting how Permissions and Roles work?
  2. How can I change the look of my Front Page to include a HTML block in the centre column?
  3. Help! My site broke - How do I fix it?
  4. I want to hide the Latest News Block from anyone not logged in.
  5. All students are enrolling in every course
  6. The Staff at my School want to see what other Staff Members are doing. Can I set this up easily?

Why am I just not getting how Permissions and Roles work?

Our understanding of permissions and Roles is usually based on what we have learned in our networking environment, we log in, we have a set of permission based on that log in and they determine what we can do. This "linear" explanation is based on what we see, not what really happens, of course.

In Moodle, permissions are also known as "capabilities" and they reside with the Role. The log-in ID does not carry any permissions with it, only a Role. So stop worrying about trying to learn about permissions, concentrate on the Roles and how they work.

Roles are context based, so you should only assign Roles within the context of a Course or a Block. If you assign a Role in the Front Page, that Role is assigned to every part of the site. The best advice is that you DO NOT assign any roles from the Front Page.

How can I change the look of my Front Page to include a HTML block in the centre column?

There are lots of different ways to do this but start at Administration > Front Page > Front Page settings.

  1. Go to Front Page and change each setting to None, None, None None. This Front Page means before log in so what do you want your visitors to see?
  2. Go to Front page items when logged in and change each setting to what you want, or None, None, None, None. This displays after log in.
  3. Go to Include a topic section and click this ON, a tick appears in the check box.
  4. Go to Save Changes and when saved, return to the Front Page.
  5. Click the "Turn editing on" button and you should see two drop-down combo boxes and a number of icons.
  6. Select the "Add a resource" and take your pick of either a Label or a Web Page. (Hint: The label is perhaps a better option here, but suit yourself.

At this point you can edit the label or web page any way you want. You are taken to the WYSIWYG editor so you can include any text or image you like. When done, save it and return to your Front Page and the changes you made should appear.

You are not limited here, if you want a message for welcoming people and still show the default Front Page or anything else, then the list of items in the Front Page and Front page items when logged in are accessible.

Help! My site broke - How do I fix it?

Moodle was made to be broken - seriously. Quite often these statements are made:

My site has suddenly broken, only the header will display on any page except for user login.
As soon as anyone is logged in, only the header shows.
The site was working perfectly but not now.

Or variations on that theme.

Why these things happen is usually you have done something or changed something or someone else has done it and the site falls over. You can spend hours trying to fix it, but in most cases it is just better to dump it and start again, a lot less time consuming.

  1. Completely delete your entire Moodle, everything must go.
  2. Reinstall Moodle using exactly the same settings you started with.
  3. Overwrite the database from your backup.

Alternatively, you can just restore from your backup.

This is why you must backup regularly. The bigger the database, the more frequent the backups required.

TIP: Keep two Moodles, one public and one private. Do things to the private Moodle and test them out. If it works then you can employ the same change in your public Moodle. If it doesn't then you have not damaged anything. It is much easier to break and repair or re-install your small private Moodle than to try and do it to a public Moodle.

I want to hide the Latest News Block from anyone not logged in.

Log in as an Administrator then turn editing on

  1. Click on the assign roles icon (usually the first icon) in the header of the block to be hidden, in this case the Latest News block (but this should work for all blocks).
  2. This takes you to the Assign roles page so then click the "Override permissions" tab.
  3. Select the role "Guest".
  4. Reset the capability moodle/block:view to prevent.
  5. Click the "Save changes" button.

This should hide the block from everyone until they have logged in. You can apply this to all blocks.

All students are enrolling in every course

This comes back to the contextual nature of Roles.

Make sure your users are not assigned to the student role at the site level. Check in site administration > users > permissions > assign system roles - there should be nobody in the student role Then go to users > permissions > user policies and check that the default user in Moodle is "authenticated user" and not student

And this is where it can all get so confusing. In the context of the SITE the default user needs to be "authenticated user".

So you have solved one problem, but then you notice that as soon as you have done that, the site news forum disappeared from the Front Page after a successful log in, even if you have forced all logged in users to be subscribed.

  1. Go to Administration > Front Page > Front Page settings.
  2. Go to Default frontpage role and select Student. This affects a number of things, but it does not mean everyone becomes a student in ALL courses, only a Student on the front page.

This changes your Front Page Role to Student but keep the default user as it is.

Roles in Moodle are contextual. In making these changes, ALL logged in users are "authenticated users" in the context of the SITE and at the same time ALL logged in users are "Students" in the context of the Front Page. Once they leave the Front Page, they revert to being "authenticated users" until they enter a page or a Course where they have been assigned the role of Student.

The Staff at my School want to see what other Staff Members are doing. Can I set this up easily?

Yes, you can. In many instances a lot of Staff Members will want to look at what their colleagues are doing and make sure they are working within whatever academic parameters need to be met. While this may seem intrusive for a lot of teachers, it is is a very easy way of getting a cross-fertilization of ideas in cross-curricular studies.

As the number of courses grow, this can mean that Teachers "My courses" block can grow to a ridiculous length. To get around this issue, set up a fake user id that is enrolled in all courses. If all Staff know the User ID they can access other courses easily. To limit this though, you may consider using a different faked ID for each subject area or discipline or category and make that ID available only to those people delivering courses in that subject, discipline, or category.