Implementation guideline
Implementation guideline
CREATE USERS AND GROUPS
- List of users and groups.
- Which kind of groups are needed and useful regarding access rights, use of applications and exchange of information?
APPLICATIONS
- Which applications each group is starting with?
- Does every user / group need all available applications? Too many can be confusing in the beginning.
- Which applications should be used to share information effectively
- Regarding knowledge management: use of Wiki or Knowledge Base, or both?
- Regarding task management: does the sales department use the address book in combination with InfoLog as a CRM, while other departments (e.g. a service team) use the tracking system for process monitoring?
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DISTRIBUTION OF RIGHTS | ACCESS CONTROL LISTS
- Access plan for groups in each application.
- How much each group is sharing information, on which level and to whom?
- Right to read, edit, add or delete information has to be granted on level of each group in each application separately.
- In general access rights are granted by a group and/or an user to other groups and/or users.
- It is recommended to grant access rights on group level to keep track of the access rights situation in the company.
- Note: granted rights for example between two groups are not automatically a two-way- road. A read right granted by Group A to Group B means not, that Group A has a read right for information of Group B. Those access rights have to be organized explicitly according the above mentioned access plan.
CATEGORIES
- Categories are used to label and discern data to filter information easily.
- It's recommended to create categories on application level rather than EGroupware global categories.
- Address book might need other kinds of categories to tag and describe contacts than in the calendar (categorize events or appointments).
PREFERENCES
- Preferences predetermine the look and feel as well as the functionality of each application.
- The Administrator has to decide about the level of pre-definitions for users.
- "Forced preferences", which cannot be changed by the user vs. ''default preferences", which can be overwritten by the user's personal preferences.
- Reduce complexity by forcing as much preferences as possible on level of each application and for EGroupware in general (e.g. date format, languages, display of user data, user selection).
NOTIFICATIONS
- Plan the level of notification density.
- Several applications allow notifications about changes of the data. Form (e.g. as email) and extensiveness have to be agreed with the users.
- The content and the level of notification messages are customised in the application preferences.
- Calendar: Notifications about an invitation or change of appointment.
- InfoLog: Notifications about delegation, start, due date or changes in a task.
EMAIL APPLICATION
- EGroupware offers a powerful IMAP client, which can manage as many different IMAP email accounts as needed on user level.
- It has to be decided whether EGroupware's email client will be used on the web platform.
- The email application opens interesting organisational opportunities by converting incoming or outgoing emails on click to EGroupware tasks, which can be embedded into further processing.
- In combination with open LDAP EGroupware works as your Email management interface to reduce the administrative effort to maintain email accounts significantly.
- Stylite EPL hosting together with Stylite Email Services provides solution consequently. By setting up a user account in EGroupware the email account is created automatically.
GENERAL QUESTIONS
- Address data import /address maintenance /address books
- Setup of file manager: common data structure, content and versioning
- Access to file manager via WebDAV
- Custom fields and types for example in address book and InfoLog
- RTF/ODT/DOC forms in the address book (e.g. serial letters, label print).
TEAM AGREEMENTS AND CONVENTIONS
- In a team management suite like EGroupware it is important to specify in advance how certain data and information will be proceeded.
- Team agreements on base of a common understanding of the capabilities of the software are helpful to obtain the best possible result.