EGroupware:

 

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?
  • 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.