Shared Address Book: Difference between revisions
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*Setting up | *Setting up Shared Address Books is a two part process | ||
*First, you must log into the server interface to create | *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. | **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 | **It is required that a user log in before he can be granted permissions to any address books | ||
*Then you need to configure your | *Then you need to configure your CardDAV client to access the address books you created | ||
**There is no web interface for the | **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 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. | **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 | ==I Just Want an Address Book That All My Devices Will Sync With== | ||
{| style="width:100%" border=" | {| style="width:100%" border="0" cellspacing="0" cellpadding="20" style="font-size:120%; | ||
|- | |- | ||
|style="width: 50%"| | |style="width: 50%"| | ||
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*Scroll down and find the blue bar labelled Principal Collections | *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. | |||
|[[File:Help.davical.select.book.principal.png|center|500px]] | |||
|- | |||
|[[File:Help.davical.book.dav.path.png|center|500px]] | |||
| | |||
*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 [[#Clients|calendar clients]] | |||
|[[File:Help.davical.logout.png|center|500px]] | |||
|- | |||
|} | |||
==I Need More Address Books== | |||
{| style="width:100%" border="0" cellspacing="0" cellpadding="20" style="font-size:120%; | |||
|- | |||
|style="width: 50%"| | |||
*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 | |||
|[[File:Help.davical.login.png|center|500px]] | |||
|- | |||
|[[File:Help.davical.nav.mydetail.png|center|500px]] | |||
|*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 | |||
|[[File:Help.davical.create.collection.png|center|500px]] | |||
|- | |||
|[[File:Help.davical.new.book.collection.png|center|500px]] | |||
| | |||
*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. | |||
|- | |||
| | |||
*To be safe, always log out when you are finished | |||
*Now, obtain your [[#I Just Want a Calendar That All My Devices Will Sync With|DAV Path]], [[#I Need My Assistant To Edit My Calendar|Grant permission to other users to access or modify your Calendar]] and proceed to [[#Clients|configuring your clients]] | |||
|[[File:Help.davical.logout.png|center|500px]] | |||
|} | |||
==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 [[#I have many users and many address books, How do I use groups to ease management?|create groups]] to manage users more easily | |||
==I Need My Assistant To Edit My Address Book== | |||
<b>Before you begin:</b><br> | |||
*Your Assistant must have logged into the server at [[Domain Substitution|https://cal.domain.tld]] at least once. | |||
{| style="width:100%" border="0" cellspacing="0" cellpadding="20" style="font-size:120%; | |||
|- | |||
|style="width: 50%"| | |||
*Go to [[Domain Substitution|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 | |||
|[[File:Help.davical.login.png|center|500px]] | |||
|- | |||
|[[File:Help.davical.nav.mydetail.png|center|500px]] | |||
|*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. | |||
|[[File:Help.davical.select.book.principal.png|center|500px]] | |||
|- | |||
|[[File:Help.davical.grant.book.permissions.png|center|500px]] | |||
| | |||
*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 | |||
|[[File:Help.davical.grant.perms.2.png|center|500px]] | |||
|- | |||
|[[File:Help.davical.logout.png|center|500px]] | |||
| | |||
*To be safe, always log out when you are finished | |||
*Your assistant now needs to configure his/her [[#Clients|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?== | |||
<b>Before you begin:</b><br> | |||
*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. | |||
{| style="width:100%" border="0" cellspacing="0" cellpadding="20" style="font-size:120%; | |||
|- | |||
|style="width: 50%"| | |||
*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 | |||
|[[File:Help.davical.login.png|center|500px]] | |||
|- | |||
|[[File:Help.davical.nav.create.principal.png|center|500px]] | |||
| | |||
*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 | |||
|[[File:Help.davical.create.group.png|center|500px]] | |||
|- | |||
|[[File:Help.davical.group.add.members.png|center|500px]] | |||
| | |||
*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, [[#I Need My Assistant To Edit My Address Book|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 | |||
|[[File:Help.davical.logout.png|center|500px]] | |||
|- | |||
|} | |} | ||
==Clients== | |||
*[[Thunderbird#Shared Address Book|How to set up Shared Address Books in Thunderbird/Lightning]] | |||
*[[Round Cube#Shared Address Book|How to set up Shared Address Books in RoundCube Webmail]] | |||
*[[Android#Shared Address Book|How to set up Shared Address Books in Android]] |
Latest revision as of 19:32, 14 November 2016
- 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
|
|
*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" | |
|
|
| |
|
I Need More Address Books
|
|
*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" | |
|
|
| |
|
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:
- Your Assistant must have logged into the server at https://cal.domain.tld at least once.
|
|
*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" | |
|
|
| |
|
|
|
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.
|
|
| |
|
|
| |
|