This manual is deprecated. Please visit https://groupoffice.readthedocs.io for the latest documentation. |
Difference between revisions of "Calendar"
(→Configuring the calendar) |
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The calendar should work well for most people out of the box but there are a couple of things you can configure. | The calendar should work well for most people out of the box but there are a couple of things you can configure. | ||
+ | ===General settings=== | ||
At Settings -> Calendar you can setup: | At Settings -> Calendar you can setup: | ||
− | + | #The default calendar<br />In case you have multiple calendars this calendar will be used to schedule events in when people use the "add appointment directly to calendars" option when inviting participants (see below). It will also open first when you launch the calendar. | |
− | In case you have multiple calendars this calendar will be used to schedule events in when people use the "add appointment directly to calendars" option when inviting participants (see below). It will also open first when you launch the calendar. | + | #Default reminder<br />If you set a default reminder here every event you schedule will have a [[General_functions#Reminders|reminder]] |
− | + | #Default background color<br />Select a different default background color for your events. | |
− | + | ||
− | If you set a default reminder here every event you schedule will have a [[General_functions#Reminders|reminder]] | + | |
− | + | ||
− | + | ||
− | Select a different default background color for your events. | + | |
− | + | ||
+ | ===Settings per calendar=== | ||
At Calendar -> Administration -> Doubleclick calendar you can setup: | At Calendar -> Administration -> Doubleclick calendar you can setup: | ||
− | + | #Show birthdays from the addressbook<br />All contacts with a birthday set in the addressbook will show up in the calendar and summary page | |
− | All contacts with a birthday set in the addressbook will show up in the calendar and summary page | + | #Show tasks from tasklists<br />You can select the tasklists you want to see in the calendar view too. |
− | + | ||
− | + | ||
− | You can select the tasklists you want to see in the calendar view too. | + | |
==Sharing calendars== | ==Sharing calendars== | ||
− | |||
− | |||
If you want to edit the calendar permissions to share a calendar you must go to: | If you want to edit the calendar permissions to share a calendar you must go to: | ||
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Here you can add the users and user groups you want to grant access. [[Users, groups and permissions#Manage permissions|Read more about managing permissions here.]] | Here you can add the users and user groups you want to grant access. [[Users, groups and permissions#Manage permissions|Read more about managing permissions here.]] | ||
− | ==Views== | + | ===Secretary=== |
+ | If you want a secretary who handles calendar invitations, you may need to share the e-mail accounts too. It's important that you share the owner's e-mail account instead of adding a duplicate mail account. Group-Office uses the e-mail account owner to find the right calendar to store the appointments in. | ||
+ | |||
+ | ==Views or group calendars== | ||
With views you can view multiple calendars in one page. By default there is a view created that contains the first 15 calendars created in Group-Office. You can add and remove views at: | With views you can view multiple calendars in one page. By default there is a view created that contains the first 15 calendars created in Group-Office. You can add and remove views at: | ||
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You can also edit them here to add and remove calendars from views. | You can also edit them here to add and remove calendars from views. | ||
− | ==Schedule an | + | ==Schedule an event== |
− | To schedule an | + | To schedule an event go to: |
Start menu -> Calendar | Start menu -> Calendar | ||
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At the left you see a list of all calendars you have access to. Select the calendar you want to schedule the appointment in. | At the left you see a list of all calendars you have access to. Select the calendar you want to schedule the appointment in. | ||
Browse to the right date and click and drag the appointment into the grid. The edit appointment dialog pops up where you can enter the details. Only the subject field is mandatory. | Browse to the right date and click and drag the appointment into the grid. The edit appointment dialog pops up where you can enter the details. Only the subject field is mandatory. | ||
+ | |||
+ | ===Private events=== | ||
+ | At the "Other options" tab you can mark the event as private. If you do this all other users who can access your calendar will only see this event with the name "Private". | ||
===Inviting participants=== | ===Inviting participants=== | ||
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You can add users or contacts. When you add a system user Group-Office can determine if the schedule of this user is free. You can click at the "Check availability" screen to find a free time. | You can add users or contacts. When you add a system user Group-Office can determine if the schedule of this user is free. You can click at the "Check availability" screen to find a free time. | ||
− | + | [[Image:Availability.png]] | |
− | + | ||
− | + | When you add participants Group-Office will ask if you would like to send an invitation. With the invitation Group-Office users and external users can add the appointment to their calendar system. If you have create permissions on a Group-Office user's calendar, the appointment will be scheduled in their calendar directly in a pending state. The user can accept or decline it. | |
[[Image:Invitation.png]] | [[Image:Invitation.png]] | ||
− | + | Note: On Mac OS X with CalDAV, updating the ical calendar from an invitation mail appears to be working in iCal 6.0 and up only. | |
+ | |||
+ | ==Resources== | ||
+ | |||
+ | It's possible to create resources in Group-Office to manage meeting rooms or company cars for example. The resources are organized in groups and have can have administrators per group. Administrators must check and approve resource bookings. The resources are part of the calendar module and also work together with custom fields. | ||
+ | |||
+ | ===Resource administration=== | ||
+ | For resource adminstration this option you need manage permissions for the calendar module. | ||
+ | |||
+ | ====Creating resource groups==== | ||
+ | |||
+ | To open the resource group management go to: | ||
+ | |||
+ | Calendar -> Administration -> Resource groups -> Add | ||
+ | |||
+ | Enter a name for the group and click at “Apply”. You can also select the custom field categories you want to use with this type of resource. For meeting rooms you might want to create a category with a checkbox for lunch, a beamer or a textfield for the number of persons. [[Custom_fields|Click here to read more about creating custom fields]]. | ||
+ | |||
+ | After hitting apply the "Administrators" tab is enabled. It's required to add at least one administrator to the group. A group administrator must check and approve a booking. Administrators will automatically have write permissions for the resources in this group. | ||
+ | |||
+ | ====Creating resources==== | ||
+ | After you setup a resource group you can add resources. Go to: | ||
+ | |||
+ | Calendar -> Administration -> Recources -> Add | ||
+ | |||
+ | Enter a name and click on "Apply". The permissions tab is now enabled. | ||
+ | |||
+ | '''Important'''<br /> | ||
+ | Give users that need to book this resource read permission. They don't need write permissions. If you give them write permissions they will be able to accept their own bookings and that's probably not wat you want. | ||
+ | |||
+ | After at least one resource is created the "Resources" panel in the calendar navigation on the left is available. New bookings are shown in red, accepted bookings turn green: | ||
+ | |||
+ | [[Image:Resource-red-status.png]] | ||
+ | |||
+ | ===Booking a resource=== | ||
+ | When you have access to a resource you can book them from the new event dialog in the calendar. Go to: | ||
+ | |||
+ | Calendar -> Add -> Resources. | ||
+ | |||
+ | Select the resource(s) you want to use with your event (The lunch, beamer and persons input fields are custom fields in this example): | ||
+ | |||
+ | [[Image:Book-resource.png]] | ||
+ | |||
+ | When the event is saved an e-mail goes out to all administrators: | ||
+ | |||
+ | [[Image:Resource-booked-email.png]] | ||
+ | |||
+ | The administrator must approve the booking unless you are an adminstrator yourself. | ||
+ | |||
+ | ===Accepting or declining a resource=== | ||
+ | When you are a resource adminstrator and you get an e-mail like displayed above, you can click on the link to open the booking or you can browse to: | ||
+ | |||
+ | Calendar -> Resources -> The resource | ||
+ | |||
+ | You can change the status to "Accepted" or "Declined" in the dialog: | ||
+ | |||
+ | [[Image:Accept-resource.png]] | ||
+ | |||
+ | A notification e-mail goes out to the user who booked it with the status: | ||
+ | |||
+ | [[Image:Resource-accepted-mail.png]] | ||
+ | ==Importing events== | ||
− | + | You can import events from a file in vcalendar 1.0 or 2.0 format. Typically this file has an *.ics file extension. | |
− | + | ||
+ | Go to Calendar -> Administration -> Double click the calendar -> Import to upload this file. | ||
− | + | ==CalDAV calendar server== | |
+ | You can connect with other client software like Thunderbird, Evolution or Apple iCal. | ||
− | + | You can read more about it on the [[CalDAV calendar server]] page. | |
− | = | + | ==Purging old appointments== |
+ | On the command line you can remove all events older than a certain date with the following command: | ||
− | + | <pre> | |
+ | /usr/share/groupoffice/groupofficecli.php -c=/etc/groupoffice/config.php -r=calendar/event/deleteOld --date="2004-01-01" -u=admin | ||
+ | </pre> |
Latest revision as of 08:47, 20 January 2015
Collaborative calendering is very easy with Group-Office. You have a very intuitive web interface with different views and you can invite participants.
Contents
Configuring the calendar
The calendar should work well for most people out of the box but there are a couple of things you can configure.
General settings
At Settings -> Calendar you can setup:
- The default calendar
In case you have multiple calendars this calendar will be used to schedule events in when people use the "add appointment directly to calendars" option when inviting participants (see below). It will also open first when you launch the calendar. - Default reminder
If you set a default reminder here every event you schedule will have a reminder - Default background color
Select a different default background color for your events.
Settings per calendar
At Calendar -> Administration -> Doubleclick calendar you can setup:
- Show birthdays from the addressbook
All contacts with a birthday set in the addressbook will show up in the calendar and summary page - Show tasks from tasklists
You can select the tasklists you want to see in the calendar view too.
Sharing calendars
If you want to edit the calendar permissions to share a calendar you must go to:
Calendar -> Settings -> Double click calendar -> Write / Read permissions
Here you can add the users and user groups you want to grant access. Read more about managing permissions here.
Secretary
If you want a secretary who handles calendar invitations, you may need to share the e-mail accounts too. It's important that you share the owner's e-mail account instead of adding a duplicate mail account. Group-Office uses the e-mail account owner to find the right calendar to store the appointments in.
Views or group calendars
With views you can view multiple calendars in one page. By default there is a view created that contains the first 15 calendars created in Group-Office. You can add and remove views at:
Calendar -> Settings -> Views
You can also edit them here to add and remove calendars from views.
Schedule an event
To schedule an event go to:
Start menu -> Calendar
At the left you see a list of all calendars you have access to. Select the calendar you want to schedule the appointment in. Browse to the right date and click and drag the appointment into the grid. The edit appointment dialog pops up where you can enter the details. Only the subject field is mandatory.
Private events
At the "Other options" tab you can mark the event as private. If you do this all other users who can access your calendar will only see this event with the name "Private".
Inviting participants
You can also invite participants to the appointment. Click at the "Participants" tab to add participants. You can add users or contacts. When you add a system user Group-Office can determine if the schedule of this user is free. You can click at the "Check availability" screen to find a free time.
When you add participants Group-Office will ask if you would like to send an invitation. With the invitation Group-Office users and external users can add the appointment to their calendar system. If you have create permissions on a Group-Office user's calendar, the appointment will be scheduled in their calendar directly in a pending state. The user can accept or decline it.
Note: On Mac OS X with CalDAV, updating the ical calendar from an invitation mail appears to be working in iCal 6.0 and up only.
Resources
It's possible to create resources in Group-Office to manage meeting rooms or company cars for example. The resources are organized in groups and have can have administrators per group. Administrators must check and approve resource bookings. The resources are part of the calendar module and also work together with custom fields.
Resource administration
For resource adminstration this option you need manage permissions for the calendar module.
Creating resource groups
To open the resource group management go to:
Calendar -> Administration -> Resource groups -> Add
Enter a name for the group and click at “Apply”. You can also select the custom field categories you want to use with this type of resource. For meeting rooms you might want to create a category with a checkbox for lunch, a beamer or a textfield for the number of persons. Click here to read more about creating custom fields.
After hitting apply the "Administrators" tab is enabled. It's required to add at least one administrator to the group. A group administrator must check and approve a booking. Administrators will automatically have write permissions for the resources in this group.
Creating resources
After you setup a resource group you can add resources. Go to:
Calendar -> Administration -> Recources -> Add
Enter a name and click on "Apply". The permissions tab is now enabled.
Important
Give users that need to book this resource read permission. They don't need write permissions. If you give them write permissions they will be able to accept their own bookings and that's probably not wat you want.
After at least one resource is created the "Resources" panel in the calendar navigation on the left is available. New bookings are shown in red, accepted bookings turn green:
Booking a resource
When you have access to a resource you can book them from the new event dialog in the calendar. Go to:
Calendar -> Add -> Resources.
Select the resource(s) you want to use with your event (The lunch, beamer and persons input fields are custom fields in this example):
When the event is saved an e-mail goes out to all administrators:
The administrator must approve the booking unless you are an adminstrator yourself.
Accepting or declining a resource
When you are a resource adminstrator and you get an e-mail like displayed above, you can click on the link to open the booking or you can browse to:
Calendar -> Resources -> The resource
You can change the status to "Accepted" or "Declined" in the dialog:
A notification e-mail goes out to the user who booked it with the status:
Importing events
You can import events from a file in vcalendar 1.0 or 2.0 format. Typically this file has an *.ics file extension.
Go to Calendar -> Administration -> Double click the calendar -> Import to upload this file.
CalDAV calendar server
You can connect with other client software like Thunderbird, Evolution or Apple iCal.
You can read more about it on the CalDAV calendar server page.
Purging old appointments
On the command line you can remove all events older than a certain date with the following command:
/usr/share/groupoffice/groupofficecli.php -c=/etc/groupoffice/config.php -r=calendar/event/deleteOld --date="2004-01-01" -u=admin