Former Staff Member Appearing in Staff Directory

[Nat Katin-Borland]

Hi Guys,

There is a former staff member listed in the Open Society Foundation Bratislava's directory page (Open Society Foundation Bratislava). Here is the user: https://karl.soros.org/profiles/silvia/. Her roles on the GSA side is KARL Former Staff and KARL Affiliate, which is correct. Can you investigate why she's still showing up?

Thanks,
Nat

[Paul Everitt (paul-agendaless)]

Chris, I wonder if this has any similarity to the previous reports.

[Chris Rossi (chris-archimedeanco)]

Which previous reports?

[Chris Rossi (chris-archimedeanco)]

Hi Nat,

Can you check which categories Silvia has in GSA?

Thanks,
Chris

[Nat Katin-Borland (nborland)]

KARL Affiliate and KARL Former Staff

-----Original Message-----
From: <email address hidden> [mailto:<email address hidden>] On Behalf Of
Chris Rossi
Sent: Wednesday, March 03, 2010 10:09 AM
To: Nathaniel Katin-Borland
Subject: [Bug 531360] Re: Former Staff Member Appearing in Staff
Directory

Hi Nat,

Can you check which categories Silvia has in GSA?

Thanks,
Chris

--
Former Staff Member Appearing in Staff Directory
https://bugs.launchpad.net/bugs/531360
You received this bug notification because you are a direct subscriber
of the bug.

Status in KARL3: In Progress

Bug description:
Hi Guys,

There is a former staff member listed in the Open Society Foundation
Bratislava's directory page (Open Society Foundation Bratislava). Here
is the user: https://karl.soros.org/profiles/silvia/. Her roles on the
GSA side is KARL Former Staff and KARL Affiliate, which is correct. Can
you investigate why she's still showing up?

Thanks,
Nat

To unsubscribe from this bug, go to:
https://bugs.launchpad.net/karl3/+bug/531360/+subscribe

[Chris Rossi (chris-archimedeanco)]

Hi Nat,

Those are her groups. I mean the categories. Here's the categories portion
of the GSA xml for Silvia that was sent by GSA at the time of the migration:

    <categories>
      <category id="entities" title="Entities">
        <category_item>
          <id>1288</id>
          <title>Open Society Foundation Bratislava</title>
          <hcard>
            <fn>Open Society Foundation Bratislava</fn>
            <org>Open Society Foundation Bratislava</org>
            <url>http://www.osf.sk/en/Default.aspx</url>
            <note> </note>
            <adrs>
              <adr type="Main">
                <street-address>Bastova 5</street-address>
                <extended-address />
                <locality>Bratislava</locality>
                <region />
                <postal-code>811 03</postal-code>
                <country-name>Slovakia</country-name>
              </adr>
            </adrs>
            <tels>
              <tel type="Tel">(421 2) 5441 6913</tel>
              <tel type="Fax">(421 2) 5441 8867</tel>
            </tels>
            <emails>
              <email type="Main"><email address hidden></email>
            </emails>
          </hcard>
        </category_item>
      </category>
      <category id="offices" title="Offices" />
      <category id="departments" title="Departments" />
    </categories>

You can see that she is in the "Open Society Foundation Slovakia" category.
 Can you check and see whether she still is in GSA?

Thanks,
Chris

On Wed, Mar 3, 2010 at 11:09 AM, Nat Katin-Borland <email address hidden>wrote:

> KARL Affiliate and KARL Former Staff
>
> -----Original Message-----
> From: <email address hidden> [mailto:<email address hidden>] On Behalf Of
> Chris Rossi
> Sent: Wednesday, March 03, 2010 10:09 AM
> To: Nathaniel Katin-Borland
> Subject: [Bug 531360] Re: Former Staff Member Appearing in Staff
> Directory
>
> Hi Nat,
>
> Can you check which categories Silvia has in GSA?
>
> Thanks,
> Chris
>
> --
> Former Staff Member Appearing in Staff Directory
> https://bugs.launchpad.net/bugs/531360
> You received this bug notification because you are a direct subscriber
> of the bug.
>
> Status in KARL3: In Progress
>
> Bug description:
> Hi Guys,
>
> There is a former staff member listed in the Open Society Foundation
> Bratislava's directory page (Open Society Foundation Bratislava). Here
> is the user: https://karl.soros.org/profiles/silvia/. Her roles on the
> GSA side is KARL Former Staff and KARL Affiliate, which is correct. Can
> you investigate why she's still showing up?
>
> Thanks,
> Nat
>
> To unsubscribe from this bug, go to:
> https://bugs.launchpad.net/karl3/+bug/531360/+subscribe
>
> --
> Former Staff Member Appearing in Staff Directory
> https://bugs.launchpad.net/bugs/531360
> You received this bug notification because you are a bug assignee.
>
> Status in KARL3: In Progress
>
> Bug description:
> Hi Guys,
>
> There is a former staff member listed in the Open Society Foundation
> Bratislava's directory page (Open Society Foundation Bratislava). Here is
> the user: https://karl.soros.org/profiles/silvia/. Her roles on the GSA
> side is KARL Former Staff and KARL Affiliate, which is correc...

[Nat Katin-Borland (nborland)]

She still has the Open Society Foundation Slovakia category in GSA.
When we mark someone Former Staff, only their Roles change, not their
Category. All our former staff still retain their original Category
designation in GSA. Nothing has changed in that respect.

-----Original Message-----
From: <email address hidden> [mailto:<email address hidden>] On Behalf Of
Chris Rossi
Sent: Wednesday, March 03, 2010 11:22 AM
To: Nathaniel Katin-Borland
Subject: Re: [Bug 531360] Re: Former Staff Member Appearing in Staff
Directory

Hi Nat,

Those are her groups. I mean the categories. Here's the categories
portion
of the GSA xml for Silvia that was sent by GSA at the time of the
migration:

    <categories>
      <category id="entities" title="Entities">
        <category_item>
          <id>1288</id>
          <title>Open Society Foundation Bratislava</title>
          <hcard>
            <fn>Open Society Foundation Bratislava</fn>
            <org>Open Society Foundation Bratislava</org>
            <url>http://www.osf.sk/en/Default.aspx</url>
            <note> </note>
            <adrs>
              <adr type="Main">
                <street-address>Bastova 5</street-address>
                <extended-address />
                <locality>Bratislava</locality>
                <region />
                <postal-code>811 03</postal-code>
                <country-name>Slovakia</country-name>
              </adr>
            </adrs>
            <tels>
              <tel type="Tel">(421 2) 5441 6913</tel>
              <tel type="Fax">(421 2) 5441 8867</tel>
            </tels>
            <emails>
              <email type="Main"><email address hidden></email>
            </emails>
          </hcard>
        </category_item>
      </category>
      <category id="offices" title="Offices" />
      <category id="departments" title="Departments" />
    </categories>

You can see that she is in the "Open Society Foundation Slovakia"
category.
 Can you check and see whether she still is in GSA?

Thanks,
Chris

On Wed, Mar 3, 2010 at 11:09 AM, Nat Katin-Borland
<email address hidden>wrote:

> KARL Affiliate and KARL Former Staff
>
> -----Original Message-----
> From: <email address hidden> [mailto:<email address hidden>] On Behalf
Of
> Chris Rossi
> Sent: Wednesday, March 03, 2010 10:09 AM
> To: Nathaniel Katin-Borland
> Subject: [Bug 531360] Re: Former Staff Member Appearing in Staff
> Directory
>
> Hi Nat,
>
> Can you check which categories Silvia has in GSA?
>
> Thanks,
> Chris
>
> --
> Former Staff Member Appearing in Staff Directory
> https://bugs.launchpad.net/bugs/531360
> You received this bug notification because you are a direct subscriber
> of the bug.
>
> Status in KARL3: In Progress
>
> Bug description:
> Hi Guys,
>
> There is a former staff member listed in the Open Society Foundation
> Bratislava's directory page (Open Society Foundation Bratislava).
Here
> is the user: https://karl.soros.org/profiles/silvia/. Her roles on
the
> GSA side is KARL Former Staff and KARL Affiliate, which is correct.
Can
> you investigate why she's still showing up?
>
> Thanks,
> Nat
>
> To unsubscribe from this bug, go to:
> https://bugs.launchpad.net/karl3/+bug/531360/+subscri...

[Chris Rossi (chris-archimedeanco)]

On Wed, Mar 3, 2010 at 11:35 AM, Nat Katin-Borland <email address hidden>wrote:

> She still has the Open Society Foundation Slovakia category in GSA.
> When we mark someone Former Staff, only their Roles change, not their
> Category. All our former staff still retain their original Category
> designation in GSA. Nothing has changed in that respect.
>
>
Ok, well that explains why she shows up in the people report. People show
up in the reports under the categories to which they are assigned.

Maybe the correct thing to do on the Karl side would be to remove a user's
categories whenever they transition from KarlStaff to non-KarlStaff. Are
there any cases where you'd want to use categories for non-KarlStaff?

Chris

[Nat Katin-Borland (nborland)]

We don't want to lose the historical user data in GSA, so we don't want
to remove Categories. Is there a reason the way KARL interprets GSA
data has changed? We just need to make sure that when a user is marked
Former Staff, they cease to show up in the active Staff Directory.

-----Original Message-----
From: <email address hidden> [mailto:<email address hidden>] On Behalf Of
Chris Rossi
Sent: Wednesday, March 03, 2010 11:58 AM
To: Nathaniel Katin-Borland
Subject: Re: [Bug 531360] Re: Former Staff Member Appearing in Staff
Directory

On Wed, Mar 3, 2010 at 11:35 AM, Nat Katin-Borland
<email address hidden>wrote:

> She still has the Open Society Foundation Slovakia category in GSA.
> When we mark someone Former Staff, only their Roles change, not their
> Category. All our former staff still retain their original Category
> designation in GSA. Nothing has changed in that respect.
>
>
Ok, well that explains why she shows up in the people report. People
show
up in the reports under the categories to which they are assigned.

Maybe the correct thing to do on the Karl side would be to remove a
user's
categories whenever they transition from KarlStaff to non-KarlStaff.
Are
there any cases where you'd want to use categories for non-KarlStaff?

Chris

--
Former Staff Member Appearing in Staff Directory
https://bugs.launchpad.net/bugs/531360
You received this bug notification because you are a direct subscriber
of the bug.

Status in KARL3: In Progress

Bug description:
Hi Guys,

There is a former staff member listed in the Open Society Foundation
Bratislava's directory page (Open Society Foundation Bratislava). Here
is the user: https://karl.soros.org/profiles/silvia/. Her roles on the
GSA side is KARL Former Staff and KARL Affiliate, which is correct. Can
you investigate why she's still showing up?

Thanks,
Nat

To unsubscribe from this bug, go to:
https://bugs.launchpad.net/karl3/+bug/531360/+subscribe

[Paul Everitt (paul-agendaless)]

FWIW, KARL has not been told to do work related to Former Staff.
We're supposed to leave the semantics the way they always have been.
Thus, we have no real way of knowing "Former Staff".

Does this mean we need to get the effort commissioned for KARL to look
for something "marked Former Staff" and do something?

--Paul

On Mar 3, 2010, at 12:19 PM, Nat Katin-Borland wrote:

> We don't want to lose the historical user data in GSA, so we don't
> want
> to remove Categories. Is there a reason the way KARL interprets GSA
> data has changed? We just need to make sure that when a user is
> marked
> Former Staff, they cease to show up in the active Staff Directory.
>
> -----Original Message-----
> From: <email address hidden> [mailto:<email address hidden>] On Behalf
> Of
> Chris Rossi
> Sent: Wednesday, March 03, 2010 11:58 AM
> To: Nathaniel Katin-Borland
> Subject: Re: [Bug 531360] Re: Former Staff Member Appearing in Staff
> Directory
>
> On Wed, Mar 3, 2010 at 11:35 AM, Nat Katin-Borland
> <email address hidden>wrote:
>
>> She still has the Open Society Foundation Slovakia category in GSA.
>> When we mark someone Former Staff, only their Roles change, not their
>> Category. All our former staff still retain their original Category
>> designation in GSA. Nothing has changed in that respect.
>>
>>
> Ok, well that explains why she shows up in the people report. People
> show
> up in the reports under the categories to which they are assigned.
>
> Maybe the correct thing to do on the Karl side would be to remove a
> user's
> categories whenever they transition from KarlStaff to non-KarlStaff.
> Are
> there any cases where you'd want to use categories for non-KarlStaff?
>
> Chris
>
> --
> Former Staff Member Appearing in Staff Directory
> https://bugs.launchpad.net/bugs/531360
> You received this bug notification because you are a direct subscriber
> of the bug.
>
> Status in KARL3: In Progress
>
> Bug description:
> Hi Guys,
>
> There is a former staff member listed in the Open Society Foundation
> Bratislava's directory page (Open Society Foundation Bratislava).
> Here
> is the user: https://karl.soros.org/profiles/silvia/. Her roles on
> the
> GSA side is KARL Former Staff and KARL Affiliate, which is correct.
> Can
> you investigate why she's still showing up?
>
> Thanks,
> Nat
>
> To unsubscribe from this bug, go to:
> https://bugs.launchpad.net/karl3/+bug/531360/+subscribe
>
> --
> Former Staff Member Appearing in Staff Directory
> https://bugs.launchpad.net/bugs/531360
> You received this bug notification because you are subscribed to
> KARL3.
>
> Status in KARL3: In Progress
>
> Bug description:
> Hi Guys,
>
> There is a former staff member listed in the Open Society Foundation
> Bratislava's directory page (Open Society Foundation Bratislava).
> Here is the user: https://karl.soros.org/profiles/silvia/. Her
> roles on the GSA side is KARL Former Staff and KARL Affiliate, which
> is correct. Can you investigate why she's still showing up?
>
> Thanks,
> Nat
>
>

[Nat Katin-Borland (nborland)]

It used to work though, so something was lost. If we have lost the
ability to handle Former Staff after the latest upgrade, then yes, we
have to be able to handle this issue.

-----Original Message-----
From: <email address hidden> [mailto:<email address hidden>] On Behalf Of
Paul Everitt
Sent: Wednesday, March 03, 2010 12:41 PM
To: Nathaniel Katin-Borland
Subject: Re: [Bug 531360] Re: Former Staff Member Appearing in Staff
Directory

FWIW, KARL has not been told to do work related to Former Staff.
We're supposed to leave the semantics the way they always have been.
Thus, we have no real way of knowing "Former Staff".

Does this mean we need to get the effort commissioned for KARL to look
for something "marked Former Staff" and do something?

--Paul

On Mar 3, 2010, at 12:19 PM, Nat Katin-Borland wrote:

> We don't want to lose the historical user data in GSA, so we don't
> want
> to remove Categories. Is there a reason the way KARL interprets GSA
> data has changed? We just need to make sure that when a user is
> marked
> Former Staff, they cease to show up in the active Staff Directory.
>
> -----Original Message-----
> From: <email address hidden> [mailto:<email address hidden>] On Behalf
> Of
> Chris Rossi
> Sent: Wednesday, March 03, 2010 11:58 AM
> To: Nathaniel Katin-Borland
> Subject: Re: [Bug 531360] Re: Former Staff Member Appearing in Staff
> Directory
>
> On Wed, Mar 3, 2010 at 11:35 AM, Nat Katin-Borland
> <email address hidden>wrote:
>
>> She still has the Open Society Foundation Slovakia category in GSA.
>> When we mark someone Former Staff, only their Roles change, not their
>> Category. All our former staff still retain their original Category
>> designation in GSA. Nothing has changed in that respect.
>>
>>
> Ok, well that explains why she shows up in the people report. People
> show
> up in the reports under the categories to which they are assigned.
>
> Maybe the correct thing to do on the Karl side would be to remove a
> user's
> categories whenever they transition from KarlStaff to non-KarlStaff.
> Are
> there any cases where you'd want to use categories for non-KarlStaff?
>
> Chris
>
> --
> Former Staff Member Appearing in Staff Directory
> https://bugs.launchpad.net/bugs/531360
> You received this bug notification because you are a direct subscriber
> of the bug.
>
> Status in KARL3: In Progress
>
> Bug description:
> Hi Guys,
>
> There is a former staff member listed in the Open Society Foundation
> Bratislava's directory page (Open Society Foundation Bratislava).
> Here
> is the user: https://karl.soros.org/profiles/silvia/. Her roles on
> the
> GSA side is KARL Former Staff and KARL Affiliate, which is correct.
> Can
> you investigate why she's still showing up?
>
> Thanks,
> Nat
>
> To unsubscribe from this bug, go to:
> https://bugs.launchpad.net/karl3/+bug/531360/+subscribe
>
> --
> Former Staff Member Appearing in Staff Directory
> https://bugs.launchpad.net/bugs/531360
> You received this bug notification because you are subscribed to
> KARL3.
>
> Status in KARL3: In Progress
>
> Bug description:
> Hi Guys,
>
> There is a former staff member listed in the Open Society Foundation
>...

[Chris Rossi (chris-archimedeanco)]

On Wed, Mar 3, 2010 at 12:19 PM, Nat Katin-Borland <email address hidden>wrote:

> We don't want to lose the historical user data in GSA, so we don't want
> to remove Categories. Is there a reason the way KARL interprets GSA
> data has changed? We just need to make sure that when a user is marked
> Former Staff, they cease to show up in the active Staff Directory.
>
> Sorry Nat,

I meant on the Karl side. Karl would remove categories on the Karl side for
users as they leave KarlStaff. As far as I know, the categories are only
used for people reports and you don't want non-staff showing up in the
reports so this seems safe to me.

As far as what has changed about how Karl interprets GSA data, I'm not sure
I can address that, as I'm not sure I understand what the old peopledir did
in this case. I can say, though, that the new peopledir is stupidly
deterministic. If a user is assigned to that category then a search for
that category will pick up the user.

Thanks,
Chris

[Nat Katin-Borland (nborland)]

The piece you're missing I think is that KARL is that the reports are
supposed to look for Category "Open Society Foundation X" plus KARL
Staff. If a user has KARL Staff removed in GSA then they should also
not appear in the People Dir report. I'll paste what we originally
agreed we would do when we were trying to sort this out back in January:

Hi Paul and Chris,

Since there seems to be a lot of confusion about what changes need to be
made on the new People Directory, we've gone ahead and put together a
short document that works through the logic of each report. Hopefully
this will put us all on the same page. I've attached the Word Doc and
pasted it below. Let us know if anything isn't clear.

Thanks!

-Nat

People Report Screen - What should be the criteria for each tabs?

OSI
OSI Offices
organization = Open Society Institute
<organization>Open Society Institute</organization>
AND
office = office name (e.g. New York)
<office>OSI-New York</office>

Executive Offices, Administrative Offices, US Programs, International
Operations, Thematic Programs / Initiatives, Associated Programs
organization = Open Society Institute
<organization>Open Society Institute</organization>
AND
department = department name (e.g. Grants Management)
<department>Grants Management</department>

FOUNDATIONS
organization = foundation name (e.g. Open Society Foundation - Turkey)
<organization> Open Society Foundation - Turkey</organization>

AFFILIATES
organization = affiliate organization name (e.g. Revenue Watch
Institute)
<organization>Revenue Watch Institute</organization>

ALL KARL STAFF
Only show profiles, that current user is allowed to see per KARL
security policy

What else to do to make sure we list current staff data in any report?

1) We have a problem where former staff is still listed in reports.
Around fall of 2009 we made a change on the GSA side that fixes this
problem for any user synched moving forward by removing all categories
from anyone who is former staff in the XML file. Prior to that change
there were some former staff who were still in categories from which
they should have been removed. We need a solution to clean up these
stale records before we go live with the new People Directory.

A simple solution is to write a script that removes all categories from
any user not in the KARL Staff group. This is a one time job that needs
to be run. Doing this removes the need to hard code the system to block
showing non-KarlStaff users in any report.

2) If someone updates GSA on a user who is already a Former staff,
that profile will be sent through the XML file and may contain stale
data. To handle this situation we need to ensure that Former Staff are
only synched to KARL once. The solution is to ignore any records in the
XML file where the KARL profile is not currently in the KarlStaff group.
This change is necessary because of the change to a time based synch
process.

<People Report Screen.doc><syncdata.xml>

-----Original Message-----
From: <email address hidden> [mailto:<email address hidden>] On Behalf Of
Chris Rossi
Sent: Wednesday, March 03, 2010 1:11 PM
To: Nathaniel Katin-Borland
Subject: Re: [Bu...

[Paul Everitt (paul-agendaless)]

Ajo said....

When we send the information in the XML, it doesn't matter what kind of user it is, we look for a role called KarlStaff. The normal user, the KarlStaff, we update the categories. When we have someone that is Former Staff, the categories on our side should be taken off, to make them blank.

In our previous conversation, one extra request, check to see if the person is KarlStaff turning to non-KarlStaff. We need to look for the role change. This will clearly define whether we need to update the categories.

Chris said....

Nat expressed an interest in leaving users in the categories in GSA.

Ajo said....

In the generation of the XML file, he checks to see if the person is KarlStaff.

[Ajomon Joseph (ajomon)]

As per our conversation, we created a user "Test User" (https://karl.soros.org/profiles/nborlandhotmail/) in GSA.
The user synched properly with KARL and was displayed correctly in the Information Systems department on the People Tab (see the attached XML file named "before.xml"). We then deleted the user in GSA and verified that no categories were shipped to KARL (see the attached XML file named "after.xml"). The categories are empty. However, the user still appears in the Systems staff directory. Please take a look at the XML files and let me know if you have any questions.

[Ajomon Joseph (ajomon)]

Here's the other file:

[Chris Rossi (chris-archimedeanco)]

Thank you for doing this test guys. As you can see in the line of questioning above, we previously believed that the gsa was sending the categories for form staff. Since gsa is not sending the categories this points to Karl not properly updating the categories on its end. I will take this as my new line of investigation. Thanks!

[JimPGlenn (jpglenn09)]

fixed

[Nat Katin-Borland (nborland)]

Ajo just found another case where a staff member was downgraded to Affiliate in GSA, but they're still showing up in the People Report. Ajo is going to email the XML file directly to Paul and Chris.

Thanks,
Nat

[Nat Katin-Borland (nborland)]

Cancel that last comment - Ajo sorted it out!

-----Original Message-----
From: <email address hidden> [mailto:<email address hidden>] On Behalf Of
Nat Katin-Borland
Sent: Monday, March 15, 2010 1:23 PM
To: Nathaniel Katin-Borland
Subject: [Bug 531360] Re: Former Staff Member Appearing in Staff
Directory

Ajo just found another case where a staff member was downgraded to
Affiliate in GSA, but they're still showing up in the People Report.
Ajo is going to email the XML file directly to Paul and Chris.

Thanks,
Nat

--
Former Staff Member Appearing in Staff Directory
https://bugs.launchpad.net/bugs/531360
You received this bug notification because you are a direct subscriber
of the bug.

Status in KARL3: Fix Released

Bug description:
Hi Guys,

There is a former staff member listed in the Open Society Foundation
Bratislava's directory page (Open Society Foundation Bratislava). Here
is the user: https://karl.soros.org/profiles/silvia/. Her roles on the
GSA side is KARL Former Staff and KARL Affiliate, which is correct. Can
you investigate why she's still showing up?

Thanks,
Nat

To unsubscribe from this bug, go to:
https://bugs.launchpad.net/karl3/+bug/531360/+subscribe