Project Setup

Summary

A number of steps are required to set up a Five Safes TES Project in the Federation

A Federation Operator adds a Project to the Submission Layer, along with Users and TREs who are members of the Project.
- These member TREs and Users are unconfirmed at this stage.
A TRE Operator for each TRE needs to connect their TRE Agent to the Submission Layer.
- Each connected TRE’s Agent synchronises with the Submission Layer, pulling down its list of Member Projects and their Users.
A TRE Operator, for each TRE, uses the Agent to register their approval (or not) of each Project relevant to them, as well as each Project’s individual User memberships.
- Only when a TRE has confirmed involvement in a Project will they receive submissions for that Project
- Only Users approved by a TRE for a Project will be allowed to make submissions for that Project to that TRE.
- TRE’s may withdraw (or reinstate) individual User or Project approvals at any time.

This guide in the Five Safes TES Documentation covers the end to end process:

Add a Project to the Submission Layer

Additional guidance from the documentation is provided below, under each relevant step.

Submission Project Setup

Here, a Federation Operator sets up the Project in the Submission Layer.

Note

If they need to create new users, these must be added to the correct realm in KeyCloak:

Add a New User to KeyCloak

The basic Project setup process is described in the following guide, including adding an initial TRE and User:

Five Safes TES Project Setup

There are also guides for adding additional Users to an existing Project:

Complete Process of Adding a Researcher Add a Person to the Submission Layer Add a Person to a Project

TRE Agent Connection

A TRE Operator for each TRE needs to connect their TRE Agent to the Submission Layer.

The following guide covers both the Submission Layer and TRE Agent sides of this process:

Connect a TRE Agent

It also covers how to add a TRE to an existing Project in the Submission Layer.

Note

Once connected, the TRE Agent will start to synchronise Project and User Memberships.

TRE Project and User Approval

A TRE Operator, for each TRE, uses the Agent to register their approval (or not) of each Project relevant to them, as well as each Project’s individual User memberships.

Approving Project Access to the TRE