2. Determine authentication
Authentication allows a user to log in to a Open LMS site with a username and password.
Open LMS provides a number of ways of authenticating users with authentication plugins. Links may be available in English only.
- Manual accounts – accounts created manually by an administrator
- No login – suspend particular user account
- Email-based self-registration – for enabling users to create their own accounts
- CAS server (SSO) – account details are located on an external CAS server
- External database – account details are located on an external database
- IMAP server – account details are located on an external IMAP server
- LDAP server – account details are located on an external LDAP server
- Moodle Network authentication – how different Moodle sites can connect and authenticate users
- POP3 server – account details are located on an external POP3 server
- RADIUS server – account details are located on an external RADIUS server
- Web services authentication
- Oauth 2 services – account details are linked to different authentication services
More on authentication (May be available in English only)
3. Create users
Create manual accounts:
- Open an Internet browser and navigate to your school site.
- Select Log in.
How it looks in Snap
How it looks in another theme
- Select Admin > Site admin > Users > Accounts > Add a new user.
- Type the required account information: Username, Password, First name, Last name, and Email address. All other information is optional.
- Select Create user.
Using Conduit? View our Conduit page
4. Create course categories
Course categories organize courses for your institution’s site. However, teachers and students will find it easier to find their classes if they are organized in descriptive categories, such as by departments or topics.
Steps: Administration > Site administration > Courses > Add a category
- From Site administration select Courses and Add a category.
- Select a Parent category for your new category.
For example, you can have a main category of Humanities to be divided into Literature, Visual Arts, and Performing Arts.
- Type the Category name for your new category.
- Type the Category ID number.
Optional – The ID number of a course category is only used when matching the category to an external system.
- Type a Description for the category.
- Select Create category.
You can add courses to your categories and further manage your categories in the Course and Category Management page.
More on Course Categories
5. Create courses
Only administrators can add courses to a site. You can manually add courses, or upload existing courses.
Steps: Administration > Site administration > Courses > Manage courses and categories
- From Site administration select Courses and Manage courses and categories.
- Select the category where you want to add the course.
- Select Create new course.
- In the Edit course settings page, configure the General information about the course. There are two required fields: Course full name and Course short name.
- Configure the course details in the Description area.
- Select Save changes to use the default settings.
The course is available on the site.
More on creating courses
Using Conduit? View our Conduit page
6. Determine course enrollment type(s)
Enrolment, or ‘enrollment’, is the process of marking users as participants in the course, that includes both students and teachers. At the same time users are usually give a role in the course which specifies what they are allowed to do.
Open LMS supports several enrollment plugins. Select the links below for further information. Links maybe available in English only.
- Manual enrolment – the administrator or course teacher adds users manually
- Self enrolment – a user can choose to enrol him/herself into a course
- Cohort sync – users are part of a Cohort which is added to the course
- Course meta link – users enrolled in other courses are given automatic access
- Guest access – users can view course materials but not participate
- Category enrolments – users are enrolled in all courses in a category
- External database – users are enrolled from a database such as Access, MySQL
- Flat file – users are enrolled with a csv file
- IMS Enterprise – users are enrolled with this standard XML file format
- LDAP enrolment – users are authenticated and then enrolled through LDAP
- MNet remote enrolments – users are enrolled via a linked Moodle site
- PayPal – users purchase enrolment with Paypal
7. Enroll users into courses
- Select Course administration > Users > Enrolled Users
- Select Enrol users
- Select Enrol next to any user or use the search box to find additional users
- Select Enrol next to the user. The user will indent in the list and the enrol button will disappear, indicating that the user is enrolled.
- Select Finish enrolling users
The default enrollment role for users is the Student role. You can change this role by using the Assign roles menu.
Using Conduit? View our Conduit page.
8. Configure automated course backup settings
A course can be saved with some or all of its parts by using the course backup. Typically, site administrators set a schedule of automated course backups for the whole site.
Steps: Administration > Site administration > Courses > Backups
After setting up the backup, backup files of all the courses are created on the server at the time you specified.
More on backup status
Select Specified directory for automated backups in the Automated backup storage menu.
If you don’t have a path directory for the archives, the course backups are saved in the courses themselves. If the course is accidentally deleted, the backup is then deleted.If you are saving archives to a single path, create an SFTP script to download the contents of that directory to a local destination for additional safe-keeping.
- Site administration >Courses > Backups > Automated backup setup.
- Set the Active option for the Automated backup setup to Enabled.
- Select whether or not to Skip Non-Accessed Courses.
- Choose the days of the week to perform the automated backups.
- Select the time to run the backups in the Execute at menu.
- Select the number of backups you want to keep in the Maximum number of backups kept menu.
- Select the minimum number of backups you want to keep for each course in the Minimum number of backups kept menu.
- Decide if you want to skip any courses.
- Select Skip hidden courses.
- Select the number of days since a course has changed in the Skip courses not modified since menu.
- Select Skip courses not modified since the last backup.
- Select the Automated backup settings you want to include in the backup. Read the information provided with each option carefully to help you decide.
- Select Save changes.
Schedule backups when your server is not usually busy. Running backups over every course can be processor-intensive. You shouldn’t run it when there are a lot of students attempting to access the server. You should always alert users with an announcement on the front page that if they log in during the backup hours, they may notice a decrease in performance.
9. Manage storage
As part of the agreement with Open LMS, you are responsible for staying within your allotted storage space. If a site exceeds the storage limit, Open LMS reserves the right to bill for any additional storage.
How do you monitor and manage your site within the allotted storage space? How do you know when to request additional storage?
View file storage usage report
There are two ways to find out how much storage you are using. The choice you make depends on the information you want to see.
- Overall usage of site storage and individual course size: Submit a request to Open LMS for a storage report. This report shows the usage of your storage space as well as the size of each course on your site. Submit a support case on Behind the Blackboard (available in English only).
- Overall usage of site storage only: View how much storage your site is using. You can find this information on Behind the Blackboard and in your Open LMS site.
- From Behind the Blackboard: Log in. From the home page, under What’s New for, select the Users and Storage Data link in the top right corner.
- From your Open LMS site: Select Site Administration, Open LMS and File Storage Usage.
More on managing your storage
10. Configure front page settings
Site administrators can set the content available on the front page (homepage) when users are not logged into the site, and the content available when users do login.
Steps: Front page settings > Edit Settings
- Access the front page as the site administrator.
- From Front page settings select Edit Settings.
- Change any of the settings available on the Front page settings page.
- Select Save changes when finished.
More on Front page settings