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Getting Started as Supervisor

Get started with PACE Packager Hub as Supervisor.

Important

Precondition: Open and Sign In on Web Portal of PACE Packager Hub.

List of Steps:

• Step 1 - Create Project

• Step 2 - Configure Project

• Step 3 - Invite Stakeholders

Step 1 - Create Project

Create a new project.

1. In the top-left corner, select > Project settings.

   

2. Click New project.

   

3. Enter a Project name, Project short name, Organization (used to group projects) and click Save.

   

Step 2 - Configure Project

Make the minimum project configuration to start the work.

1. The just created project is automatically opened for editing. If it is your case, skip this step. Otherwise, click Edit in the Actions column of the project that you need to configure.

   

2. As PACE Packager Hub product consits of two modules, choose what module you need to configure.

   For more information, see product Modules

   • Configure MODULE: Repository Manager

   • Configure MODULE: Task Manager

MODULE: Repository Manager

Specify settings, required for functionality of the Repository Manager module. You need to configure a location where all packages of the project will be stored and the package delivery settings.

1. First, configure a location where all packages of this project will be stored. For this, switch to the Main operational repository tab under the Package Settings section and click New server.

   Note

   Only the Network Share server type is currently supported for the Main Operational repository. If you want to add support for any other type, Contact support

   

2. Specify the symbolic server Name, its Network path, and the Connection credentials. See table below to choose who will use the specified credentials. Then, click Save.

   Note

   The specified Connection credentials are stored in the database in encrypted form.

   Warning

   Check that you are connected to PACE Packager Hub using HTTPS to ensure that your data and the specified Connection credentials are transmitted securely.

   

   Parameter	Description
   Both the server and users use the specified credentials	Means that both (1) PACE Packager Hub server and (2) users of the desktop client will use the specified credentials to connect to this repository server.
   Only the server uses the specified credentials	Means that only PACE Packager Hub server will use the specified credentials to connect to this repository server. Users of the desktop client will be prompted to enter personal credentials. Their credentials will not be saved.

3. Then, define what folders structure has to be created for every new package. Click New root folder to define the package root folder.

   

4. If needed, update the default Folder name (as on screenshot) and click Save.

   A folder name can be a combination of a static name and multiple variables. However, a name of the package root folder must contain at least one variable that is used to unify the name among other folders in the repository. See the table of supported variables below.

   

   Variable	Description
   %pkg-name%	A value of the Package Name attribute of the Package.
   %pkg-id%	An ID of the Package.
   %pkg-tech%	A value of the Packaging technology attribute (e.g. MSI, MSIX, APPX, APPV, etc.) of the Package.
   %pkg-arch%	A value of the Architecture attribute (e.g. x86, x64) of the Package.
   %pkg-creation-date%	A value of the Creation Date attribute in format YYYYMMDD-HHMMSS.

5. Then, define subfolders that should be created under the root package folder. For instance, create three subfolders: (1) for package; (2) for documentation; and (3) for incoming resources.

   To add a subfolder, click Add subfolder .

   

6. Specify a Name of the subfolder, (optional) select its Purpose, and click Save.

   The purpose flag is used by automation to get a path to these folders:

   • Output package folder

   • Package documentation folder

   • Incoming resources folder

   Note

   A folder can have one or none purpose flags. One purpose flag can only be used once.

   

7. Repeat the previous two steps to define the required folder structure that will be automatically created for each new package. As a result, you will get something like this:

   

8. Finally, to start working with the Repository Manager module, configure the package delivery settings. For this, go to the Delivery repository tab under the Package Settings section and click New server > FTP or New server > Network Share.

   Note

   Only the Network Share and FTP server types are currently supported for the Delivery repository. If you want to add support for any other type, Contact support

   

9. Specify the symbolic server Name, its Network path, and the Connection credentials. See table below to choose who will use the specified credentials. Then, click Save.

   Note

   The specified Connection credentials are stored in the database in encrypted form.

   Warning

   Check that you are connected to PACE Packager Hub using HTTPS to ensure that your data and the specified Connection credentials are transmitted securely.

   

   Parameter	Description
   Both the server and users use the specified credentials	Means that both (1) PACE Packager Hub server and (2) users of the desktop client will use the specified credentials to connect to this repository server.
   Only the server uses the specified credentials	Means that only PACE Packager Hub server will use the specified credentials to connect to this repository server. Users of the desktop client will be prompted to enter personal credentials. Their credentials will not be saved.

10. Tick the Enable package delivery checkbox to allow users to deliver the package and, if needed, change the default Package delivery content settings. These settings can be re-defined for each package separately during delivery.

    

MODULE: Task Manager

Specify settings, required for functionality of the Task Manager module. You need to configure a location where the uploaded order artifacts (files) will be stored.

For more information, see product Modules

1. To configure a location where the uploaded order artifacts (files) will be stored, go to the Order artifacts repository tab under the Order Settings section and click New server.

   Note

   Only the Network Share server type is currently supported for the Order artifacts repository. If you want to add support for any other type, Contact support

   

2. Specify the symbolic server Name, its Network path, and the Connection credentials. Then, click Save.

   Note

   The specified Connection credentials are stored in the database in encrypted form.

   Warning

   Check that you are connected to PACE Packager Hub using HTTPS to ensure that your data and the specified Connection credentials are transmitted securely.

   

Step 3 - Invite Stakeholders

Invite your team and customers to the project.

1. First, create user accounts for your team and customers. For this, click Back in the top-left corner.

   

2. Navigate to the Users and roles tab in the system settings and click New user.

   

3. Enter the user Full name, Email, a temporary Password and select its Role. Then, click Save.

   

4. Repeat two previous steps to create the necessary user accounts in the system.

   

5. Then, assign users to the project. For this, swith back to the Projects tab of the system setting and click Edit in the Actions column of the project.

   

6. Go to the User access tab and click Add user.

   

7. Start typing a user full name or its email to find the necessary user. Once the user is found, select it from the list and click Save.

   Note

   Only the registered users can be assigned to the project.

   

8. Repeat the last step to assign the necessary users to the project.

   

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Note

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