There are a couple of options for working with offline files with Google Drive and Google shared drives.
Resources
Comparisons
There are a couple of options for working with offline files with Google Drive and Google shared drives.
There are a variety of tools available for building online forms.
Good Practices
Challenge
Backups are essential. Your hard drive could fail, you could lose your device, it could be stolen, or you could get a malware infection that takes your files hostage.
Conduct a successful survey by learning how to ensure security and confidentiality, craft email invitations, and achieve higher response rates.
ChallengeOver time, the digital files we collect can become overwhelming.
It is important that you familiarize yourself with the types of data entrusted to you, how you are accessing the data, and how you are storing the data.
Overview of Storage Portfolio Restructuring InitiativeThe Office of Information Technology Storage and Hosting Services team is conducting phase 2 of the
See how to design a high-quality survey by understanding when to use specific question types, how to write questions, and how to format and organize the survey.
Learn how to establish survey objectives, methods, institutional review and approval, and sampling to create a successful project.
How-Tos
This applies specifically to the Departmental Data Storage (formerly known as General Data Storage) within most departmental file shares located in ad.umn.edu.
Adobe Cloud Storage does not meet the University's security policy requirements and should not be used to store University data. This article contains instructions on how to migrate your data to an alternati
Beginning in the summer of 2022, mapping of your Google Drive to the AppsToGo environment will be done using the Google Drive Desktop application.
This article is designed to assist in getting Box Drive installed on Health Sciences Technology (HST) supported devices.
This article is designed to assist in getting Box Drive installed on Health Sciences Technology (HST) supported devices.
When inviting an internal or external user as a collaborator within a folder, you will have the ability to set the level of access that user has to your content.
When inviting an internal or external user as a collaborator within a folder, you will have the ability to set the level of access that user has to your content.
Sometimes when you're sharing a file with someone you know they will need it for only a certain amount of time, or perhaps legally they or you can only have access to it for a certain amount of days.
Sometimes when you're sharing a file with someone you know they will need it for only a certain amount of time, or perhaps legally they or you can only have access to it for a certain amount of days.
How do Box Notes work in folders that have been synced?
Box Notes are synced to your computer like other documents, and will appear in your Box Sync folder. (Note: Box Sync has been replaced by Box Drive.
How do Box Notes work in folders that have been synced?
Box Notes are synced to your computer like other documents, and will appear in your Box Sync folder. (Note: Box Sync has been replaced by Box Drive.
While you are working in Box Notes Box Secure Storage automatically creates saved versions roughly every five minutes or after five minutes o
While you are working in Box Notes Box Secure Storage automatically creates saved versions roughly every five minutes or after five minutes o
You can choose the type of email notifications that you receive on actions taken within Box.
You can choose the type of email notifications that you receive on actions taken within Box.
There are two ways to change or transfer folder ownership to another collaborator. Through the Collaborators menu in the right pane of a folder or from the Collaborators page of a folder.
There are two ways to change or transfer folder ownership to another collaborator. Through the Collaborators menu in the right pane of a folder or from the Collaborators page of a folder.
Box Notes is an easy-to-use document creation tool built natively in Box and available to all Box users.
Box Notes is an easy-to-use document creation tool built natively in Box and available to all Box users.
Box Notes is an easy-to-use document creation tool built natively in Box and available to all Box users.
Box Notes is an easy-to-use document creation tool built natively in Box and available to all Box users.
You can create different file types or folders directly from your Box account.
You can create different file types or folders directly from your Box account.
You can delete files or folders that you own.
You can delete files or folders that you own.
The University DOES NOT recommend downloading data when working with Box for secure storage.
The University DOES NOT recommend downloading data when working with Box for secure storage.
Box Notes is an easy-to-use document creation tool built natively in Box and available to all Box users.
Box Notes is an easy-to-use document creation tool built natively in Box and available to all Box users.
You should always be collaborating with only the people who need access to files and folders, and with the least amount of access
You should always be collaborating with only the people who need access to files and folders, and with the least amount of access
Box Notes is an easy-to-use document creation tool built natively in Box and available to all Box users.
Box Notes is an easy-to-use document creation tool built natively in Box and available to all Box users.
What is Box Secure Storage?
Box is a secure, cloud-based tool for storing and sharing sensitive data.
What is Box Secure Storage?
Box is a secure, cloud-based tool for storing and sharing sensitive data.
The Updates page provides logs of all the activity that is happening in your Box account. The updates page shows logs for actions taking place on files and folders such as:
The Updates page provides logs of all the activity that is happening in your Box account. The updates page shows logs for actions taking place on files and folders such as:
Box Edit is an add-on feature that allows you to edit or create files directly on Box.
Box Edit is an add-on feature that allows you to edit or create files directly on Box.
The recommended app to install and use to help you work with Box files from your desktop is Box Drive.
The recommended app to install and use to help you work with Box files from your desktop is Box Drive.
Box Secure Storage provides many security features designed to protect your sensitive data files. However, there are actions you can take to make sure your data stay protected while in Box:
Box Secure Storage provides many security features designed to protect your sensitive data files. However, there are actions you can take to make sure your data stay protected while in Box:
Locking/Unlocking Files
If you are working on a file with other collaborators, be sure to lock files before opening them with Box Edit.
Locking/Unlocking Files
If you are working on a file with other collaborators, be sure to lock files before opening them with Box Edit.
If you have not yet done so, download the appropriate Box app f
If you have not yet done so, download the appropriate Box app f
To hide collaborators, you must be the owner of the Collaboration Folder.
To hide collaborators, you must be the owner of the Collaboration Folder.
Events like leaving the university or changing roles can trigger a need to change collaboration levels or completely remove someone from a folder within Box.
Events like leaving the university or changing roles can trigger a need to change collaboration levels or completely remove someone from a folder within Box.
This article is intended for migrating large amounts of data from Shared Drives or Folders into Box Secure Storage using the Box web interface.
This article is intended for migrating large amounts of data from Shared Drives or Folders into Box Secure Storage using the Box web interface.
This article is intended for migrating large amounts of data from Google Drive into Box Secure Storage using the Box web interface.
This article is intended for migrating large amounts of data from Google Drive into Box Secure Storage using the Box web interface.
To print using Box Notes, click on the more options
To print using Box Notes, click on the more options
Is the content in your trash?
Are you the owner or deleter of this content?
Is the content in your trash?
Are you the owner or deleter of this content?
You should be removing a collaborator's access as soon as they no longer need the file or folder that you are sharing with them.
You should be removing a collaborator's access as soon as they no longer need the file or folder that you are sharing with them.
Sometimes a folder should only be accessible to other users within the University of Minnesota system. This article explains how to do this to a folder.
Sometimes a folder should only be accessible to other users within the University of Minnesota system. This article explains how to do this to a folder.
Shared links can be used to quickly get a collaborator directly to a shared file or folder.
Shared links can be used to quickly get a collaborator directly to a shared file or folder.
Users should keep their collaborators (the people to whom they give access to folders) up-to-date.
Users should keep their collaborators (the people to whom they give access to folders) up-to-date.
While you can share with both internal and external collaborators through your Box account there are special considerations to take when sharing with alumni.
While you can share with both internal and external collaborators through your Box account there are special considerations to take when sharing with alumni.
Tags in Box can help you organize and easily find your information.
Tags in Box can help you organize and easily find your information.
Box keeps track of your file versions when you upload new files.
Box keeps track of your file versions when you upload new files.
According to the Research Data Management Policy, the University of Minnesota owns all data created by faculty, staff, and non-student tr
According to the Research Data Management Policy, the University of Minnesota owns all data created by faculty, staff, and non-student tr
Why can't I see a folder I was invited to?
If a user is invited to collaborate on a folder and they do not accept this collab
Why can't I see a folder I was invited to?
If a user is invited to collaborate on a folder and they do not accept this collab
Each user has an unlimited amount of storage space available. However, individual files must be less than 50GB each. If you need to make files smaller use a compression tool such as 7-zip.
Each user has an unlimited amount of storage space available. However, individual files must be less than 50GB each. If you need to make files smaller use a compression tool such as 7-zip.
Box has several visual indicators that can help you easily understand things about the folder, such as collaboration level and ownership. The below is an overview of these icons and indicators.
Box has several visual indicators that can help you easily understand things about the folder, such as collaboration level and ownership. The below is an overview of these icons and indicators.
Permission levels on Box follow a waterfall' design in which individuals only have access to the folder they are
Permission levels on Box follow a waterfall' design in which individuals only have access to the folder they are
You are able to upload individual files or entire folders into your Box account.
You are able to upload individual files or entire folders into your Box account.
You can easily upload files or send attachments to a specific Box folder by email when you enable the Allow uploads to this folder via email option.
You can easily upload files or send attachments to a specific Box folder by email when you enable the Allow uploads to this folder via email option.
The University's preferred solution for editing Box data from your Desktop is Box Drive.
The University's preferred solution for editing Box data from your Desktop is Box Drive.
You can both create and edit files in Box using Microsoft Office Online Integration.
You can both create and edit files in Box using Microsoft Office Online Integration.
The Trash folder allows you to recover files and folders that have been deleted. By default, items in the Trash will be purged after 60 days.
The Trash folder allows you to recover files and folders that have been deleted. By default, items in the Trash will be purged after 60 days.
There are various ways to integrate and update data within Box. This article covers the basics of the three ways you may want to modify data with Box and when or why you may want to use each.
There are various ways to integrate and update data within Box. This article covers the basics of the three ways you may want to modify data with Box and when or why you may want to use each.
Box and Sensitive Data
Box is a secure data storage and sharing tool that is the primary secure sharing tool for the University of Minnesota.
Box and Sensitive Data
Box is a secure data storage and sharing tool that is the primary secure sharing tool for the University of Minnesota.
The University of Minnesota's Box Secure Storage may function differently than other university or personal Box accounts you have used.
The University of Minnesota's Box Secure Storage may function differently than other university or personal Box accounts you have used.
Google Assignments (LTI 1.3) is the way to create an assignment based on a resource in Google Drive.
The Qualtrics LTI allows you to integrate Qualtrics surveys into the Canvas learning experience. With the Qualtrics LTI, you can:
The most common issue people experience when using Google Drive in Canvas is an authorization error or authentication failure.
The most common issue people experience when using Google Drive in Canvas is an authorization error or authentication failure.
Departmental Data Storage is a service that provides shareable mapped drives for individual staff and departments. Departmental Data Storage is designed to house:
When you are ready to move a site in the University's Drupal Enterprise environment from development (DEV) to production (PRD), we recommend you use different branches for different environments.
What is Martin?
Martin is what Salesforce calls a full sandbox. That means that it is a complete copy of the production system.
What is Martin?
Martin is what Salesforce calls a full sandbox. That means that it is a complete copy of the production system.
Oracle's PeopleSoft applications are the basis for a great number of the University's mission critical functions. Modules used at the University include:
Enterprise data is administrative data that the University generates or collects and utilizes for planning, decision-making and daily operations at the institutional level (crossing organizational units and campuses).
Governed Groups are defined groups of individuals based on set criteria that are made available to the University community for data/system access and/or list generation.
Describes what a system of record is, and provides examples of systems of record at the University of Minnesota.
Non-Enterprise data is stored and maintained by local units across the university.
GitHub@UMN authenticates using Active Directory's LDAP, which holds accounts for active students, staff, and faculty.
Description
GitHub is a web-based code hosting and revision control system.
This article contains the steps to transfer GitHub@UMN repositories (also known as "repos") to an account that is not hosted by UMN (such as a personal Github.com account).
This article is about Google Apps for high-security accounts, including (but not limited to):
Your University of Minnesota Internet Account comes with access to a number of Google Apps.
You can request that your University of Minnesota Google domain be moved from one campus to another. This is often necessary when students, staff, or faculty members transfer to a new Universi
You can access your University provided Gmail account through one of several third-party desktops and/or mobile email apps such as Outlook, Thunderbird, or AppleMail.
In May 2019, in an effort to comply with security requirements of devices with access to Protected Health Information (PH
Add Links to a Google Doc
In your document, highlight the text that you want to link.
Always include alternative text for images, drawings, and other graphics.
It is important that you use headings appropriately in your Google Doc, because
Google Docs auto-saves a version of your document as you work, so there is no need to save a default copy of your Doc. If you wish to save your document in an alternative format:
For people leaving the University or changing departments, transferring team files to a shared drive may require transferring ownership of your work to someone else.
An article from Google that explains how to get approvals on files in Google Drive
After people leave the University, their UMN email and Google Workspace accounts close.
These instructions are for Shared Drive Managers and Content Managers. It is possible to add members who do not have a University of Minnesota email account to a Shared Drive.
These instructions are for Shared Drive Managers and Content Managers. It is possible to add members who do not have a University of Minnesota email account to a Shared Drive.
Google shared drives are shared spaces where teams can easily store, search, and access their files anywhere, from any device. Faculty and staff have the ability to create shared drives.
Google shared drives are shared spaces where teams can easily store, search, and access their files anywhere, from any device. Faculty and staff have the ability to create shared drives.
The Android Device Policy App is required to use Google Apps on Android mobile devices for accounts that are a part of the
Faculty, staff, and students who leave the University may lose access to University Google Workspace accounts.
The IDERA Term Glossary lists enterprise data terms that have been defined through the Data Governance process. Visit the Glossary to see a list of all approved enterprise data terms.
This checklist should be completed prior to submitting a request to have your Jadu Central form moved to production. It is intended to guide you through the list of items on your form that will be checked and wil
Add Page to Form
Once you have pages within the context of your form, you can add the pages into the form structure.
In your action template, you may include form data called Form variables.
Some accessibility evaluation is a manual process, but tools are available to help.
For Jadu forms that do not require login, the
When you create an Action Template, you will be prompted to choose a Template Type. Some of the listed Template Types are unavailable in our implementation of Jadu Forms, as shown in the list below the screenshot.
If you don't already have the form open, begin by finding your form in the form list and click on the title to open the form.
From the Pages tab,
Before you create a PDF Action Template to store Jadu Central form data, you must have a PDF file with fillable fields already defined.
You may enable reCAPTCHA in your Jadu Forms to prevent automated software from engaging in abusive activities.
Jadu Central provides an action for creating a CSV or XML file of each submission, containing only the fields that you choose.
File Upload elements are useful when you need form submitters to upload a document or photo to attach to a form.
Use descriptive names for rules.
Some integrated components need extra information in order to work. This extra information is referred to as an input.
An Integrated Component brings data into your form from an external source.
SR - Admit Date - Undergrad (PS)
Description: Displays the undergraduate admit date for the currently logged in student.
USERV - D - Position Detail - Union (PAN)
Description: Displays the union of the currently selected position. If the position doesn't exist, the field will be empty.
ADM - School Lookup (PS)
Description: Allows a user to search for and select a school to get the associated school code.
Source System: Peoplesoft
CLI (R) - Class Validation (PS)
Description: Allows an end user to see how many times a student has taken a specific course and if they are allowed to take it again based on the studen
SF Direct Deposit Status (PS)
Description: Displays the student financials direct deposit status of the currently logged in student.
SR - Admit Term - Undergrad (PS)
Description: Displays the undergraduate admit term for the currently logged in student.
SR - Admit Type - Undergrad (PS)
Description: Displays the undergraduate admit type for the currently logged in student.
SR - Aid Year (PS)
Description: Displays the aid year based on the campus ID, career ID and term ID.
Source System: Peoplesoft
SR - Career/Campus Selector (PS)
Description: Allows a user to select a career/campus from a list of all of the currently logged in user's active career/campus combinations.
SR - College/Major Lookup (PS)
Description: Allows a user to first select a college from a list.
SR - Dropped Enrollment (PS)
Description: Allows a currently logged in user to select a course from a list of courses that they are currently enrolled in.
SR - Plan Information (PS)
Description: Allows a currently logged in user to select a plan from a list of their currently active plans.
SR - Plan/SubPlan Display (PS)
Note: This component is display-only and should not be used in emails, PDFs, or for mapping to other fields in Jadu.
SR - Term Selector (PS)
Description: Allows a user to select a term from a list of terms defined by the form builder.
Source System: Peoplesoft
UMN - Address - Mailing (PS)
Description: Displays the mailing address for the currently logged in user. If there is no mailing address, the field will be empty.
UMN - ADM - FICE Code
Description: Allows a user to lookup a school's FICE code using the Peoplesoft external organization ID.
Source System: Peoplesoft
UMN - Country Lookup (PS)
Description: Displays a list of countries in a dropdownlist.
Source System: Peoplesoft
Fields On Form:
UMN - Department - Z (PS)
Description: Displays the z-department of the currently logged in user.
Source System: Peoplesoft
UMN - Email (PS)
Description: Displays the email of the currently logged in user.
Source System: Peoplesoft
Fields On Form:
UMN - Employee ID (PS)
Description: Displays the employee id of the currently logged in user.
Source System: Peoplesoft
Fields On Form:
UMN - Internet ID (PS)
Description: Displays the internet id for the currently logged in user.
Source System: Peoplesoft
Fields On Form:
UMN - Name - First (PS)
Description: Displays the first name of the currently logged in user.
Source System: Peoplesoft (Accessed Through Boomi)
UMN - Name - Full (PS)
Description: Displays the full name of the currently logged in user.
Source System: Peoplesoft
Fields On Form:
UMN - Name - Last (PS)
Description: Displays the last name of the currently logged in user.
Source System: Peoplesoft
Fields On Form:
UMN - Name - Middle (PS)
Description: Displays the middle name of the currently logged in user.
Source System: Peoplesoft
UMN - Staff Position (PS)
Description: Displays the position of the currently logged in user if they are a staff member.
USERV - Active Position Lookup (PAN)
Description: Allows a user to search for a position that is in the PAN database by selecting any combination of department, job code, and position id.
USERV - D - Position Detail - Craft (PAN)
Description: Displays the craft of the currently selected position. If the position doesn't exist, the field will be empty.
USERV - D - Position Detail - Crew (PAN)
Description: Displays the crew of the currently selected position. If the position doesn t exist, the field will be empty.
USERV - D - Position Detail - Job Code (PAN)
Description: Displays the job code of the currently selected position. If the position doesn't exist, the field will be empty.
USERV - D - Position Detail - Site (PAN)
Description: Displays the site of the currently selected position. If the position doesn't exist, the field will be empty.
USERV - D - Position Detail - Supervisor (PAN)
Description: Displays the supervisor of the currently selected position. If the position doesn't exist, the field will be empty.
USERV - D - Position Detail - UM Title (PAN)
Description: Displays the UM title of the currently selected position. If the position doesn't exist, the field will be empty.
USERV - D - Position Detail - Warehouse (PAN)
Description: Displays the warehouse of the currently selected position. If the position doesn't exist, the field will be empty.
CLASS - Instructor Lookup (PS)
Description: Allows a user to search for and select a school to get the associated FICE code.
Source System: Peoplesoft
SR - Student Lookup (PS)
Description: Allows a user to lookup a user by their emplid or internet id.
Source System: Peoplesoft
Logic
Logic can be used to calculate something that will be useful later in the form, such as a value based on question answers and sta
Using logic in Jadu Central forms enables you to create formulas to calculate numeric and textual values.
There are two types of data integrations that can be used in a Jadu Central Form:
An overview of the page elements (fields) available to form builders to use in their forms.
When you create your predefined logic, choose one of the items in the table below from the Formula menu.
UMN - Flag - SR - Degree Checkout Status
Description: Allows a user to lookup the logged in end user's degree checkout status.
Source System: Peoplesoft
UMN - Flag - SR - User Has Active Career
Description: Determines if the logged in end user has an active career based on the career and campus selected by the form builder.
UMN - Flag - USERV - Can Access PAN
Description: Determines if the logged in end user can access data in the PAN database.
Source System: PAN Database
UMN - Perceptive Index - Full Name
Description: Pulls the logged in user's full name from Peoplesoft and trims it to 39 characters. This is intended to be used as a Perceptive index.
UMN - Perceptive Index - Trim Value
Description: Pass in a value and it will be trimmed down to 39 characters. This is intended to be used as a Perceptive index.
UMN - SR - Current Term
Description: Pulls the current term for the campus and career selected.
Source System: Peoplesoft
Documents can be sent to Perceptive Content for long-term storage. These records can either be archived or added to a Perceptive Content workflow process for further processing.
A Jadu Action Template can be used to send one or more emails.
Set Form Reentry Settings (optional)
Jadu Central can be accessed using the UMN Sign-In page and Duo.
You can use a simulator to test your form for mobile use. This will help you determine what adjustments you can make to improve your design.
Creating a PDF
Your initial form can be created using a variety of tools, after which you can use Adobe Acrobat DC to make it a fillable PDF form.The software you can use to create a PDF&nb
There are a few things that are required for all UMN Jadu Central Forms.
In the Jadu Central Form Building Environment, if you are unable to view a form you have recently created and/or worked on, the form may be offline.
Creating Jadu Forms will be easier if you understand their vocabulary.
When a new version of a Jadu Central form is moved to the Production environment, it will be at a different URL than the previous version of the form.
To test your form, you need to make it Live.
You can take your business process diagram and add in Jadu Central and Jadu Connect steps. This helps you to figure out how your Jadu Connect workflow will work.
Jadu Connect Forms are the logical grouping of fields available to Jadu Central at the time of creating and editing a case.
There may be situations where a case status needs to be transitioned automatically to a final Status based on criteria set by the form builder.
This is the fourth of nine tasks for setting up your Jadu Central forms to work with Jadu Connect.
This article outlines how to set up a template to initiate a Jadu Connect Case submission and send Jadu Central form data to the case.
Emails can send from Jadu Connect to alert users of dates or to send reminders.
Rules provide a flexible way of automating actions based on triggers within a case. Rules are most commonly used for:
A status allows you to give end-users a quick indication of where the case stands at any particular moment and what step the case may be waiting for. A case can be in only one status at a given point in time.
Transitions are the routes a case can take from one status to another.
Use emails from Jadu Connect to alert users of dates or to send reminders.
Note: Emails in Jadu Connect are not as customizable as those in Jadu Central.
Rules in Jadu Connect are optional functionality most commonly used for sending reminders and auto-transitioning or auto-closing a case.
Jadu Connect provides a way to export data to a CSV file, and choose which cases and fields to include.
Global fields are Jadu Connect fields available to all categories and case types in Jadu Connect and should be used when applicable.
To carry Jadu Central data forward into subsequent forms, you need to identify what Jadu Central data needs to be stored in Jadu Connect.
A status allows you to give end-users a quick indication of where the case stands at any particular moment and what step the case may be waiting for. Statuses are informational and categorical.
Transitions are the routes that a case can take to go from one Status to another.
A process map is a planning and management tool that visually describes the flow of work. Process maps:
This is the fifth of nine tasks for setting up your Jadu Central forms to work with Jadu Connect.
When a form is submitted and sent to the next participant in the workflow process, it must include a URL to the participant to access the next form.
This is the seventh of nine tasks for setting up your Jadu Central forms to work with Jadu Connect.
This is the ninth of nine tasks for setting up your Jadu Central forms to work with Jadu Connect.
This is the sixth of nine tasks for setting up your Jadu Central forms to work with Jadu Connect.
This is the third of nine tasks to setting up your Jadu Central forms to work with Jadu Connect.
This is the eighth of nine tasks for setting up your Jadu Central forms to work with Jadu Connect.
All users who have access to Jadu Connect have the ability to view and filter cases.
In this article:
What is Jadu Connect?
Jadu Connect (workflow) is used in conjunction with Jadu Central (forms) to create and manage form routing and approvals.
The Integrated component Person Lookup allows submitters to search for a person by entering either an internetID or emplid and displays the person's Preferred Name and Email Address.
UMN - Supervisor
Description: Allows submitters to select their current supervisor from a dropdown list.
Source System: Common Data Layer
Form accessibility requirements include appropriate use of some HTML elements: LABEL, LEGEND, FIELDSET, and headings (e.g.
Before you are given access to the Jadu Forms development environment there are a few steps you need to take.
Please follow the steps below to have your Jadu form moved to production:
It's useful to make sure that emails generated by a form go to an appropriate test account during the testing phase of building a form, and go to the correct recipient(s) once the form is in production.
As you work with Jadu Forms there may be times that you need to make a request of the Jadu Forms development and support team.
Step 1: Attend a Jadu Forms Orientation
The Jadu Forms orientation provides an overview of Jadu Forms (Forms and Workflow). In the orientation you:
To gain access to Jadu Central (Forms), there are a few steps you need to take. Follow the steps below if you only need access to build forms.
Step 1: Gain Familiarity with Jadu Central and Build a Form
In order to begin working with Jadu Connect workflows, you must be familiar with some basic Jadu Central functionality. This includes:
After your Connect case type setup request has been completed, you will receive an email with a direct link to the case type building area of Connect.
This table shows some of the high level functionality offered in Jadu Central and Jadu Connect to help you decide which components you need for your forms.
When you log into Perceptive Experience (formerly known as WebNow) and navigate to Workflows, documents may sometimes not appear in the list upon visiting the page. To forcibly load the documents in a given Workf
The Linux Server Hosting service provides professionally-managed Linux servers for University academic, research, and administrative units. The service is supported by the Hosting Engineering and Automation Team.
Audience: Vet Diagnostics Lab only
If you are a member of the Veterinary Diagnostics Labs, use this article to set your VDL Scanner settings.
In this article:
The Perceptive Content desktop client was made available to Facilities Management in order to prevent conflicts in Internet Explorer with Compass and WebNow.
This job aid is for Finance employees who upload documents to Perceptive Content/Experience and pull in data from PeopleSoft.
In this article:
Canon and Fujitsu scanners are the two major brands used at the University.
Sometimes when Windows Update runs, it will accidentally delete the saved connection profile settings from within Perceptive Content.
The following settings are for the Vet Diagnostics Lab.
Perceptive Content is the University's document management system which is used for scanning, archiving, and retrieving documents. For technical support, questions can be directed to the relevant helpline.
Indexing a Document
You can index a document by adding identifying document keys and/or properties to assist in future document retrieval.
Supported on: Windows
Required Software: Hyland Virtual Printer and Web Scan Toolkit
This document explains how to use the Perceptive Experience HTML5 web app for the Imaging System to process documents in workflow.
Documents or files can be captured in Perceptive Experience in several ways. With multiple methods available, depending on your business process, the Document Management Team will help you choose appropriately.
Once you have captured your document into Perceptive Experience, you may use additional editing features to split doc
Supported on: Windows
Required Software: Hyland Virtual Printer and Web Scan Toolkit
File Format after import: TIF image file allowing for annotations
Perceptive Experience is the HTML5 web app for the Imaging Service at the University of Minnesota. This document details how to use Perceptive Experience to find and view documents.
Supported on: Windows and Mac
Required Software: N/A
Perceptive Module: Capture and Indexing
You may activate a Qualtrics account using:
If you have questions about accounts, access, groups, ownership changes, or availability of features on your UMN Qualtrics account, contact the
You can log in to Qualtrics Support, Qualtrics Basecamp, or Qualtrics Community
You can activate your University of Minnesota (UMN) Qualtrics account, migrate an existing Qualtrics account, and review existing knowledge to effectively use your account.
There are a variety of different ways to recruit survey participants. We have created a decision tree guide to help you determine where to get a contact list.
To set up a University-branded email in Qualtrics, follow the instructions in order as listed:
Transferring Survey Ownership to Another Individual in the UMN System
If you are the owner of a UMN Qualtrics survey and wish to transfer ownership to another UMNQualtrics account, contact the
If your name, Internet ID or Email address are incorrect in Qualtrics:
Send an email to: [email protected].
Include your old name, Internet ID, or email address and the new one, and request that we update these values.
About User Groups
Qualtrics user groups offer you a way to share Qualtrics mailing lists and
On October 26, 2021 Google will be retiring the Google Device Policy App.
Research Data Storage is a service designed to house:
SQL Developer can be used to create queries that can be used to retrieve data from the Data Warehouse. The preferred method for using SQL Developer is through the AppsToGo application.
SQL Developer can be used to create queries that can be used to retrieve data from the Data Warehouse. If the Software Center application is installed on the Windows computer, it can be used to install SQL Developer.
The Student Rating of Teaching (SRT) system has an intuitive Reporting Dashboard, an interactive interface through which instructors can explore results for their current
The Student Rating of Teaching system has an intuitive Response Rate Monitor that enables instructors to review student submission rates. Use this article to learn more about the Response Rate Monitor.
This article explains how instructors can set up Early Term Student Feedback surveys in the Student Rating of Teaching (SRT) system. The SRT system is used to help i
The Windows Server Hosting service provides professionally-managed Windows servers for University academic, research and administrative units.
The Zoom for Google Workspace add-on allows you to schedule and join meetings directly from a Google Calendar event. Using the Google Calendar add-on allows you to quickly add a Zoom meeting to any event.
IT Community Group
The Data Storytelling special interest group is a community within Enterprise Data Management & Reporting (EDMR).
This Google Group is used to proactively communicate about upcoming changes, updates, or unplanned events that may impact users for the legacy data warehouse (DWEPRD) and the Enterprise Data Warehouse (EDWPRD). C
Enterprise Data Management and Reporting (EDMR) is the organization supporting efforts to achieve the full value of the University’s data and information assets.
Integrating Data, Enterprise Architecture, and Applications (IDEAA) is a community within Enterprise Data Management &
PeopleSoft SQL is a special interest group within Enterprise Data Management & Reporting (EDMR).
The UMN Qualtrics Brand Administrators are a group of individuals at the University who are your point of contact for questions related to account set-up and management of UMN Qualtrics users.
The RCC is a group of experts on storage across University departments, colleges, and units available to help users find optimal storage solutions.
The RCC is a group of experts on storage across University departments, colleges, and units available to help users find optimal storage solutions.
The RCC is a group of experts on storage across University departments, colleges, and units available to help users find optimal storage solutions.
RDM is a Google Group for researchers and on-campus service providers to discuss research data management issues related to storage, security, archiving, sharing, preservation, and beyond.
RDM is a Google Group for researchers and on-campus service providers to discuss research data management issues related to storage, security, archiving, sharing, preservation, and beyond.
Nearly 8,000 students, faculty, and staff at the University of Minnesota are using Qualtrics for their projects.
The University Analysts group is a special interest group supported by Enterprise Data Management & Reporting (EDMR).
The University Data Community is everyone who is interested in and works with University data. We support community members involved in data management, reporting, and analytics.
Surveys at the University of Minnesota are governed by the University Survey Advisory Team (U-SAT).
Resources
InstructionsFind the correct Access Request Forms (ARFs) below. ARFs can be completed online.
Configure a cost estimate that fits your unique business or personal needs with AWS products and services.
A page with download information for Box Sync and moblie access apps for Box Secure Storage
Box Sync and Box Drive are two separate desktop applications that give users the ability to access Box content from the user's desktop environment.
Learn how to work on a file at the same time as other people in Google Docs, Sheets, and Slides, and you can chat with each other in the file to make decisions together about what to include.
A guide to help you correctly identify the security level required for your research data developed by the College of Liberal Arts Technologies and Innovation Services.
To use Office of Information Technology (OIT) Storage and Hosting Services, all customers must onboard through the Customer Experience Standardization for Infrastructure (CESI) process.
To use Office of Information Technology (OIT) Storage and Hosting Services, all customers must onboard through the Customer Experience Standardization for Infrastructure (CESI) process.
To use Office of Information Technology (OIT) Storage and Hosting Services, all customers must onboard through the Customer Experience Standardization for Infrastructure (CESI) process.
To use Office of Information Technology (OIT) Storage and Hosting Services, all customers must onboard through the Customer Experience Standardization for Infrastructure (CESI) process.
Data governance builds confidence in the university’s information assets by establishing shared understanding through data quality, availability, and usability.
Data storage services offered by the UMN Office of Information Technology.
Data storage services offered by the UMN Office of Information Technology.
Data storage services offered by the UMN Office of Information Technology.
If you have general use questions concerning document imaging, please contact the Document Imaging team by sending an email [email protected]
This information pertains to groups that are planning to do custom development within Drupal. Custom development includes:
EDMR (Enterprise Data Management and Reporting) Steering Committee is part of the governance structure of EDMR that functions at the strategic level.
The Data Governance Council Glossary covers terms and concepts included in the Enterprise Data Warehouse.
Policy document describing the types of information at the University of Minnesota.
Tableau Software provides data analysis and visualization software that can be used by non-technical staff.
You may request a virtual server by completing the form linked below. An approval workflow will be triggered.
Submission of support requests will be limited to the designated IT Director/IT Lead and the authorized requestors for that unit.
Basic overview of branching and merging in Git.
Git Checkout allows you to move between branches.
In your github fork, you need to keep your master branch clean, by clean I mean without any changes, like that you can create at any time a branch from your master.
Show changes between the working tree and the index or a tree, changes between the index and a tree, changes between two trees, changes between two blob objects, or changes between two files on disk.
Instructions for installing Git for Linux, Mac, and Windows.
Print out this handy summarization of commonly used Git commands.
This is the manual page for the gitignore command.
A well documented article covering the topic of handling conflicts in Git
This tutorial will teach you how to create two branches (master and develop) and how to merge code from the development stage to production.
Join two or more development histories together
How to resolve merge conflicts in Git
The git status command displays t
Learn how to use Git by reviewing the basic concepts of Git version control. Try out this introductory course that was created with GitHub.
Version control is a system that records changes to a file or set of files over time so that you can recall specific versions later.
GitHub Flow is a lightweight, branch-based workflow that supports teams and projects where deployments are made regularly. This guide explains how and why GitHub Flow works.
Adding other users to your GitHub organization. The other users must have logged in to GitHub before you can add them.
You can create a new organization by either setting up a new organization or converting an existing personal account into an organization.
More detailed instructions for creating an organization in GitHub.
Instructions for generating SSH keys on your computer and then adding the public key to your GitHub account.
Pulling code from GitHub (aka syncing)
Pushing code to your GitHub
Article from Google about how to access Google Drive and share and edit Google documents, slides, sheets, forms and drawings from within a Google Video Call (Hangout).
Article from Google about how to access Google Drive and share and edit Google documents, slides, sheets, forms and drawings from within a Google Video Call (Hangout).
Google Support document outlining basic and advanced search options in Google Drive. Note: Scroll down and click on Advanced Search options.
Google Support document which outlines process for changing the way documents are shared in Google Drive
Google Support document which outlines process for changing the way documents are shared in Google Drive
LinkedIn Learning instructional video on making changes to your view and the sort order in Google Drive
LinkedIn Learning instructional video on making changes to your view and the sort order in Google Drive
Google Support document on real time communication with another Google user who is also working on the same Google Drive document
Google Support document on real time communication with another Google user who is also working on the same Google Drive document
This short video from LinkedIn Learning demonstrates how to convert a file into the Google Doc format.
This short video from LinkedIn Learning demonstrates how to convert a file into the Google Doc format.
Google Support information on the creation, deletion and moving of a folder in Google Drive
Google Support information on the creation, deletion and moving of a folder in Google Drive
LinkedIn Learning video instructions on how to delete and recover files stored in Google Drive
LinkedIn Learning video instructions on how to delete and recover files stored in Google Drive
Google Workspace Learning Center instructions on how to download and print files from Google Drive
Google Workspace Learning Center instructions on how to download and print files from Google Drive
LinkedIn Learning instructional video on the ability to collaboratively edit a single document in Google Drive with another Google user.
LinkedIn Learning instructional video on the ability to collaboratively edit a single document in Google Drive with another Google user.
Limitations on file sizes in Google Drive
Limitations on file sizes in Google Drive
Locate a file if its parent folders no longer exist.
Locate a file if its parent folders no longer exist.
Keyboard shortcut commands for use in Google Drive
Keyboard shortcut commands for use in Google Drive
Google Workspace Learning Center guide on sharing files or folders with specific people, adding comments and replies, making edit suggestions, and working with suggested edits of Google Documents in Google Drive
Google Workspace Learning Center guide on sharing files or folders with specific people, adding comments and replies, making edit suggestions, and working with suggested edits of Google Documents in Google Drive
Important considerations before moving or deleting information in shared folders.
Important considerations before moving or deleting information in shared folders.
LinkedIn Learning video guide to funcationality and navigation in the Google Drive application
LinkedIn Learning video guide to funcationality and navigation in the Google Drive application
Google Support document with instructions on recovering a Google Drive document
Google Support document with instructions on recovering a Google Drive document
Google provided information on requirements for using Google Drive.
Google provided information on requirements for using Google Drive.
Google Support site reviews process of searching for files in Google Drive
Google Support site reviews process of searching for files in Google Drive
LinkedIn Learning how-to video on searching for files and folders in Google Drive
LinkedIn Learning how-to video on searching for files and folders in Google Drive
LinkedIn Learning instructional video on how to share files from Google Drive with other users of Google
LinkedIn Learning instructional video on how to share files from Google Drive with other users of Google
Google Support instructional document on sorting files in Google Drive
Google Support instructional document on sorting files in Google Drive
Suggesting an edit to others working on the same document
Suggesting an edit to others working on the same document
Information on tracking changes made to your files stored in Google Drive
Information on tracking changes made to your files stored in Google Drive
Google Support document giving steps to change ownership of documents stored in Google Drive
Google Support document giving steps to change ownership of documents stored in Google Drive
Google Support document with instructions on uploads to Google Drive
Google Support document with instructions on uploads to Google Drive
LinkedIn Learning video how-to on uploading files to Google Drive
LinkedIn Learning video how-to on uploading files to Google Drive
LinkedIn Learning instructional video on using stars to group files in Google Drive
LinkedIn Learning instructional video on using stars to group files in Google Drive
Google Workspace Learning Center how-to guide on set up and use of Google Drive
Google Workspace Learning Center how-to guide on set up and use of Google Drive
A resource discussing several strategies, such as folder structure and tagging, that can help improve your Google Drive when used with departments or teams.
A resource discussing several strategies, such as folder structure and tagging, that can help improve your Google Drive when used with departments or teams.
LinkedIn Learning instructional video on contributing to files shared with you through Google Drive
LinkedIn Learning instructional video on contributing to files shared with you through Google Drive
Google Support document outlining how to convert Office files to Google Doc format
Google Support document outlining how to convert Office files to Google Doc format
LinkedIn Learning instructional video on the sharing of documents through Google Drive and responding to/adding revisions
LinkedIn Learning instructional video on the sharing of documents through Google Drive and responding to/adding revisions
LinkedIn Learning video instructions on creation and maintenance of folders in Google Drive
LinkedIn Learning video instructions on creation and maintenance of folders in Google Drive
Find help creating, editing and formating Google Forms.
Short how-to article from Google about downloading Google Sheets into an Excel format.
University of Minnesota branded templates are available for several Google Workspace apps.
Google created documentation on creating/renaming docs and spreadsheets in Google Drive
Google Support document with instructions on the deletion of a document stored in Google Drive
Abbreviated documentation on basics of Google Drive set up and functionality
Learn to store, sync, and share files with Google Drive.
Google Support document outlining steps for printing documents stored in Google Drive
To create a UMN Google Shared Drive, you must use the Shared Drive Request Form.
Google Drive offers two ways to create, share, and store files: Google shared drive and Google My Drive. Google shared drive should be used for files that should remain at the University after a person leaves.
After non-emeritus faculty, staff, and students depart the University, their UMN email and Google Workspace will be closed and the contents within will be deleted—including the accounts of people who retire or graduat
Find requirements for Perceptive Content including Experience, the desktop client and scanning workstations.
University Policy on sharing Universtiy information.
Add questions (also known as elements and fields) to your form.
Add instructions at the top of the page.
UMN Jadu Central users will be assigned a single category to use for all their forms. You will still need to select that category.
Create your form's metadata. The Description field is required.
After you create Action Templates, you can create Rules to fire those Actions.
The form instructions page is presented at the beginning of your form.
Add, edit, and remove prefills.
Dynamic display of a section of a page (also known as page branching) allows display of questions based on answers to previous questions.
Edit or delete an action template, and see which rules use an action template.
Remove a question from a page.
Jadu Central can restrict access to your form only to those signed in with University of Minnesota InternetID and password.
Change the title of a page.
A progress bar indicates how many pages in the form have been completed and how many remain to be completed.
Show a custom response page after a form has been submitted.
Access data from submitted forms.
Video introduction to creating an action template, along with a rule to invoke that action template.
Video introduction to getting started creating a Jadu form.
Login to the Jadu Production Environment to view submitted forms.
Login to the Jadu Form Building Environment using your Jadu username and password.
Edit a question in a page.
Video introduction to creating a page and adding it to a Jadu form.
The launch page for the University's instance of Box Secure Storage
The launch page for the University's instance of Box Secure Storage
Click the Google Apps icon
This resource from CloudFind provides some best practices for using Google Drive with your team.
This resource from CloudFind provides some best practices for using Google Drive with your team.
A brief overview of enterprise data at the University of Minnesota.
Note: These guides are from an older version of the software. You may notice a few minor differences, but generally they still are accurate for the version we are using.
Costs Paid by the UniversityThe following are Enterprise-funded costs covered by the University:
The Document Management team can provide reports to you, using the Business Insights tool, about Perceptive Content security, documents, users, and queues.
Web: Perceptive Experience, the web based instance of Perceptive Content, allows you to take advantage of most of the functionality of the desktop client via a web browser, so wherever you are, o
About Google Storage OfferingsGoogle offers two ways to store your files: Google shared drive and Google My Drive.
Search based on select PeopleSoft(PS) definition tables and the OIT Data Warehouse(DW) Data Dictionary database tablesPS results come from a few tables available in CSNAPDW results come from the
University Policy on providing public access to University information.
The Qualtrics license grants the University of Minnesota permission to use the software solely for University purposes, and expressly prohibits use by third parties.
DesignXM OverviewDesignXM refers to a set of advanced features on the Qualtrics survey platform.
Qualtrics surveys must follow the University’s Accessibility of Digital Content and Information Technology policy.
There are 3 components to distributing a survey via email with Qualtrics.
There are three different main sites where you can learn more about how to use Qualtrics. Each of the three sites has a slightly different purpose. Explore each of these sites below.
Qualtrics SMS distributions is a feature that allows for
RADS are key personnel located in units across the University who are building, leading, maintaining, or providing data management and reporting
The Office of Information Technology (OIT) offers services designed to meet diverse data storage needs for the University of Minnesota.
Our ResponsibilitiesThe OIT Self-Managed Virtual Server Hosting staff is responsible for:
The base server configuration including a list of supported operating systems.
The base server configuration including a list of supported operating systems.
The base server configuration including a list of supported operating systems.
In addition to creating new storage services, the Storage Portfolio Restructuring Initiative (SPRI) developed new standards for storage shares and group management.
A Website that provides survey-related resources to the University of Minnesota community, including links to technologies supported on campus and information about best practices and community groups.
Surveys at the University of Minnesota are governed by the University Survey Advisory Team (U-SAT)
TOAD is a tool from Dell Software that database developers, database administrators and data analysts use to manage both relational and non-relational databases using SQL.
USAS is the business owner of Qualtrics for the University and has a team of experts available to help bridge the gap between do-it-yourself and advanced level questionnaire design and survey programmin
Self-Help Guides
Box Secure Storage is a cloud storage and collaboration service configured to meet the University security standards for HIPAA data.
Obtain secure access to the University's enterprise systems, including PeopleSoft, Data Warehouse, and reporting systems.&n
This Self-Help Guide is intended to assist developers that are going to develop within the University of Minnesota Drupal environment.
The Google Drive self-help guide provides how-to instructions for common tasks such as organizing and finding files and folders, sharing and working together on documents, and downloading and printing files.
This self-help guide takes you through the process of creating a form in Jadu Central, setting up the page elements (such as text fields, drop downs check boxes) and the corresponding properties, and managing th
This self-help guide takes you through the process of setting up workflows for Jadu Central forms.
This self-help guide is a starting point and resource for students, faculty, and staff who would like to use Qualtrics to develop survey projects.
User Stories
The benefits of student group work are well documented:
The benefits of student group work are well documented: