Shared Address Book

From help.computerisms.ca
Jump to: navigation, search
  • Setting up Shared Address Books is a two part process
  • First, you must log into the server interface to create the address books and grant permission to other user to access them
    • The act of logging in will create a default calendar and address book for that user.
    • It is required that a user log in before he can be granted permissions to any address books
  • Then you need to configure your CardDAV client to access the address books you created
    • There is no web interface for the address books, you must access them through a client such as thunderbird or webmail.
  • This interface is a little bit overwhelming at first, but so is the number of things you can do with it
    • This page will not show you everything you can do, but it should show you some of the basic functions without making you learn all there is to know.

I Just Want an Address Book That All My Devices Will Sync With

  • Go to https://cal.domain.tld and accept the Security Certificate warning
  • Login with your email address as your User Name and your email password for Password and click Go
Help.davical.login.png
Help.davical.nav.mydetail.png
*Ignore the contents of this page for now, at the top of the page, put your mouse on UserFunctions and then select "View My Details"
  • Scroll down and find the blue bar labelled Principal Collections
  • Identify under Display Name which line corresponds to your address book (not your calendar).
  • Click the link in the left most column on the identified line. It will be a four or five digit number.
Help.davical.select.book.principal.png
Help.davical.book.dav.path.png
  • Near the top of the page, take note of the value for DAV Path
    • You will need this information to set up your devices, so either highlight and copy this or write it down.
  • To be safe, always log out when you are finished
  • Proceed with setting up your calendar clients
Help.davical.logout.png

I Need More Address Books

  • Go to https://cal.domain.tld and accept the Security Certificate warning
  • Login with your email address as your User Name and your email password for Password and click Go
Help.davical.login.png
Help.davical.nav.mydetail.png
*Ignore the contents of this page for now, at the top of the page, put your mouse on UserFunctions and then select "View My Details"
  • Scroll down and find the blue bar labelled Principal Collections
  • Click the button called Create Collection
Help.davical.create.collection.png
Help.davical.new.book.collection.png
  • After you click the Create Collection button, you will be presented with a screen to configure your new address book
  • Enter an ending to your DAV Path
    • The DAV Path is an arbitrary value, but you should pick something that represents the function of the address book
    • Do not use spaces, and only use letters and numbers.
  • Set the display name
    • This name is also arbitrary, and does not need to be the same as you enter for DAV Path. It is just easier if you do.
  • deselect Calendar and select Address Book.
  • If you do not wish to provide default access to your address book, then deselect Default Privileges.
  • When everything is set, click the Create Button.
Help.davical.logout.png

Address Book Permissions

  • All address books must be created by a user and therefore owned by a user.
  • That user will then grant permissions to other people, identified by their email address or group, to read and/or modify their address books
    • The user being granted permission will use his own email address and email password to access your address books
  • you may create groups to manage users more easily

I Need My Assistant To Edit My Address Book

Before you begin:

  • Go to https://cal.domain.tld and accept the Security Certificate warning
  • Login with your email address as your User Name and your email password for Password and click Go
Help.davical.login.png
Help.davical.nav.mydetail.png
*Ignore the contents of this page for now, at the top of the page, put your mouse on UserFunctions and then select "View My Details"
  • Scroll down and find the blue bar labelled Principal Collections
  • Identify under Display Name which line corresponds to your address book (not your calendar).
  • Click the link in the left most column on the identified line. It will be a four or five digit number.
Help.davical.select.book.principal.png
Help.davical.grant.book.permissions.png
  • Note the DAV Path, your assistant will need this information to set up their address book client
  • Under "To ID Display Name" use the drop down menu to select your assistant's email address
  • Select the individual permissions to grant to your assistant, or use one of the blue buttons to select a pre-generated subset
    • All Permissions will do exactly as it says, grant that user full permission to organize your address book anyway they see fit
    • Read/Write access allows the user to modify your address book, such as delete contacts and create new ones.
    • Read access will allow the user to view your address book entries, but will not let the user add or delete contacts
    • If you know what the other items are, you will know if you need them; else you don't need them.
  • Click the Grant button.
  • After you click the Grant Button, The user will be displayed with a link so you can look at the details of that user
  • The privileges that have been granted to this user will be listed
  • Use the Edit and Revoke buttons to modify or remove a user's ability to access your address book respectively
  • You may add multiple users and grant each of them a different set of permissions
Help.davical.grant.perms.2.png
Help.davical.logout.png
  • To be safe, always log out when you are finished
  • Your assistant now needs to configure his/her calendar clients
    • When your assistant adds a new calendar to his/her calendar client, he/she will use the DAV Path you obtained from two rows above and his/her own email address and email password

I have many users and many address books, How do I use groups to ease management?

Before you begin:

  • You must be logged in as an administrative user (Typically that is the email of the person who owns the domain name)
  • You may "nest" groups - which means you may make a group a member of another group, and then that group may be a member of another group.
    • If nesting groups go through too many layers, it will slow the server down.
    • Rather than have me come ask you to redo your groups, please do not add groups that already have a group to a new group. In other words, do not nest more than one deep.
  • Go to https://cal.domain.tld and accept the Security Certificate warning
  • Login with your email address as your User Name and your email password for Password and click Go
Help.davical.login.png
Help.davical.nav.create.principal.png
  • In the top left corner of the page, put your mouse on User Functions and select Create Principal
  • Choose a Username for this group
    • The Username for the group is arbitrary, but should have some meaning to the address book administrator to ease management
  • Set the password
    • The Username and password for the group can be given to other people to manage, if you like
  • Fullname will be the name that is displayed throughout the interface to represent this group
  • Email address is the address associated with this group
  • Locale - if you do not want standard Canadian English, change this
  • Date Format Style:
    • European date formate is dd/mm/yyyy
    • ISO (international) format is yyyy/mm/dd
    • US date format is mm/dd/yyyy
  • Set the Principal Type to be group
  • Set permissions
    • Every user will have these permissions on any address book this group owns.
  • When everything is to your satisfaction, click the create button
Help.davical.create.group.png
Help.davical.group.add.members.png
  • After you click the create button, you will be brought to a page where you can manage your group
  • On this page, you may create a new address book or calendar that will be owned by this group
    • Permissions can then be granted to other groups and users on those created calendars
  • To add members to the group, scroll down to the Group Members section
    • Select a user from the drop down menu and select Add
    • Previously Added members will show up just above the drop down menu
    • Remove members from the group by pressing the remove button
  • Now, when granting permissions to other user you may grant a group access to an address book instead of a user
  • To be safe, always log out when you are finished
    • When your assistant adds a new calendar to his/her calendar client, he/she will use the DAV Path you obtained from two rows above and his/her own email address and email password
Help.davical.logout.png

Clients