Simple Groupware Modules

This section is a description of some special modules and some actions that are automatically triggered.


Portal


A Portal is a module in Simple Groupware. So every folder can be a portal. By default the homepage of a user profile is a portal (see the Folder templates for details about profiles). The datasets in a portal contain URLs. These pages will be embedded in the "Display" view.

For example you can use a portal to summarize folders within Simple Groupware or include other webpages and resources. See "Workspace / Demo / Portal" in your Simple Groupware installation for a summary of folders showing RSS feeds.

So when viewing a portal folder in the "Display" view, you'll see the contents of the pages you defined. In the title there are links for "+" and "-" which can be used to make the frame of the embedded content bigger or smaller in vertical size. An URL can be located on the Internet or your local Intranet. Internal URLs that point to Simple Groupware folders can be also used.

The "Full width" parameter allows the page to take the full width instead of being displayed with two other pages in the same row. The "Height" parameter takes the initial height of the included page, e.g. "210" for a height of 210 pixels.


Some examples for internal URLs:

  • index.php?folder=9701&view=display

    This URL points to the folder number 9701 and the view display.
  • index.php?folder=/Workspace/Organisation/Users&view=display

    This one points to the folder "/Workspace/Organisation/Users" (referenced by the position in the tree).
  • index.php?folder=9401&view=display&markdate=custom&today=last monday&tomorrow=monday 23:59

    This one points to the folder number 9401 and the view display. The folder is a calendar and is opened with a custom date range to show the appointments beginning from last Monday and ending with next Monday.
  • Google Universal Gadgets: e.g.
    <script src="http://gmodules.com/ig/ifr?url=http://www.google.com/ig/modules/..."> </script>

    should be as URL:
    http://gmodules.com/ig/ifr?url=http://www.google.com/ig/modules/...
  • more information about building Simple Groupware URLs can be found here.


Calendar


Recurrences are used to define appointments that occur every day, every week, every month or every year.
By default, a recurrence never ends. This can be limited by a special end date ("repeat until") or a special number of occurrences ("repeat count"). If an appointment only takes place every second day (week, month, year), you can set the "repeat interval" to 2. If it occurs every third or forth period, set the interval to 3, 4, etc. You can also exclude specials days from the recurrence by adding these days as "repeat exclusions".
See the User Manual for more information about "Calendar recurrences" and "Calendar collision testing".


Users


This module contains all user accounts. The default folder is "/Workspace/Organisation/Users", but there can be any number of folders for user accounts. The view "Calendar" shows the birthdays and anniversaries of the users. From there, these events can be copied to a calendar folder.
When creating a user, a default folder structure for users is created under "Workspace/Personal folders/<user-name>". Also a folder is created in the local file system under "<sgs-dir>/simple_store/home/<user-name>". This folder can be accessed by the user from "Workspace/Personal folders/<user-name>/Files/Import".
User accounts can be activated or deactivated (see the views "Active" and "Inactive").
When a user is deleted, the account gets deactivated and moved to "Workspace/System/Trash". Also the user gets removed from all groups.
When a user logs in, the status in its data record is set to "online". As soon as he hits the "Logout" button, the status is set to "offline". The status only gets changed if the current status is not "out of office".
More information about users, groups and permissions can be found here.


Groups


This module contains all groups (a set of users). The default folder is "/Workspace/Organisation/Groups", but there can be any number of folders for groups.
Groups can be activated or deactivated (see the views "Active" and "Inactive"). When a group is deleted, the group gets deactivated and moved to "Workspace/System/Trash". Group memberships of a user are refreshed when a user logs into the system.
More information about users, groups and permissions can be found here.


Contacts


The view "Calendar" shows the birthdays and anniversaries of the contacts. From there, these events can be copied to a calendar folder.


E-mails


New E-mails are sent directly to the recipient(s) when the data record gets saved. E-mails are saved directly in the current folder (not in a special Sent folder).


Departments


When creating a department, a default folder structure for departments is created under "Workspace/Personal department/<department-name>". Also a group named "department_<department-name>" is created with the members of the department.
When the members of a department are changed, the members of the corresponding group also get updated. When the members of the corresponding group are changed, the members of the department also get updated (two-way sync).
When a department gets deleted, the corresponding folder structure under "Workspace/Personal department" gets moved to "Workspace/System/Trash". The group named "department_<department-name>" gets de-activated.


Projects


When creating a project, a default folder structure for projects is created under "Workspace/Personal projects/<project-name>". Also a group named "project_<project-name>" is created with the "internal participants" of the project.
When the "internal participants" of a project are changed, the members of the corresponding group also get updated. When the members of the corresponding group are changed, the "internal participants" of a project also get updated (two-way sync).
When a project gets deleted, the corresponding folder structure under "Personal projects" gets moved to "Workspace/System/Trash". The group named "project_<project-name>" gets de-activated.


Timesheets and Expenses


When a user sets an entry as "Completed", his write permissions are removed from the entry and all users belonging to the group "admin_payroll" are given read and write permissions.
After validating the entry, payroll administrators are able to set a "Booking number" to the entry and change the "status" to "confirmed" or "booked". Normal users are not able to set the status to "confirmed" or "booked".