Calendar

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Video Instruction

[[Media:|Calendar Server:
One Calendar
Many Devices]]

Clients

Before you Begin

  • Setting up calendars is a two part process
  • First, you must log into the server interface to create calendars 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 calendars
  • Then you need to configure your calendar client to access the calendars you created
    • There is no web interface for the calendars, 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 a Calendar 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
*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 calendar (not your address book).
  • Click the link in the left most column on the identified line. It will be a four or five digit number.
  • 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

I Need More Calendars

  • 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
*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
  • After you click the Create Collection button, you will be presented with a screen to configure the calendar
  • Select an ending to your DAV Path
    • The DAV Path is an arbitrary value, but you should pick something that represents the function of the calendar
    • 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.
  • If you wish to create a shared Address Book instead of a Calendar, deselect Calendar and select Address Book.

Calendar Permissions

  • All calendars 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 calendar
    • The user being granted permission will use his own email address and email password to access your calendar
  • you may create groups to manage users more easily

I Need My Assistant To Edit My Calendar

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
*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 calendar (not your address book).
  • Click the link in the left most column on the identified line. It will be a four or five digit number.
  • Note the DAV Path, your assistant will need this information to set up their calendar 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 calendar anyway they see fit
    • Read/Write access allows the user to modify your calendar, such as delete events and create new ones.
    • Read access will allow the user to view your calendar events, but will not let the user add or delete events
    • Free/Busy will allow others to see if you have events on your calendar, but not the contents of those events
    • 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 calendars respectively
  • You may add multiple users and grant each of them a different set of permissions
  • 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 calendars, 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
  • 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 calendar administrator to ease management
  • Don't set (or do set) the password
    • The Username and password for the group can be given to other people to manage, if you like
    • Not setting the password will make it so only the administrator can manage the group
  • 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 calendar this group owns.
  • When everything is to your satisfaction, click the create button
  • 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 calendar or address book 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 a calendar 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

I want a calendar for our Boardroom/Staff Vehicle/Other Shared Resource

  • Creating a calendar for a resource is just like creating a calendar for a group. except you will set your Principal Type to resource instead of group
  • It may be easier to just create a new calendar under an existing user, however some of the more advanced features of the server may become unavailable to this calendar if you do so.

FAQ

Q: Can I use Outlook?

A: Yes, but you will need a third party plugin to edit your calendars. Outlook 2010 can reportedly allow you to read the calendar but not modify it.


Q: When I initially Log in, there is a page with a lot of stuff I don't understand. What is that?

A: Ya, that is documentation, and it isn't really aimed at the layman. If you understand it, great. If not, ignore it. Hopefully this page explains what you want to know.


Q: I can see all the other users, is there a way to stop that?

A: Not that I am aware of. They can see about you, but they can't change anything you don't give them permission to change. Conversely, you can't change anything of theirs that they haven't granted you permission to change.