HOWTO Create a Separate AddressBook? for Use By hermes/Timesheets
(or how to stop all my friends from being listed when creating a timesheet entry)
Some insight on where hermes (Time Tracking) gets it data for use within the pulldowns menu (as well as invoices, etc)
hermes requires a good working install of turba (AddressBooks?).
This is because hermes needs an addressbook for the clients names,
Go to Office -> Time Tracking -> Enter Time -> Client to see what I
am talking about. If you saw everyone in your addressbook as an option, then you
probably have your default turba addressbook selected (in turba), annoying
eh? My addressbooks contain several hundred entries, causing that pulldown
to look horrible.
Solution? Create a separate addressbook for use by hermes.
Step 1.
Let's create a new table that is exactly the same as the default addressbook
but with a different name. For the purposes of this document, I will use the
name hordeclientdb for the new database table. (This is assuming you are
using a sql backend).
1a. Create a new table.
Go to turba/scripts/sql and copy the file that you used to create your turba original
turba table. So, assuming that you are using mysql, cp turba_objects.mysql.sql
to say something like turba_clients.mysql.sql. Edit the new file, turba_clients.mysql.sql
and change all entries that have turba_objects and change them with the new name,
turba_clients. You should encounter three instances of turba_objects, one for the
CREATE TABLE, another for a CREATE INDEX, and the last for a GRANT commands.
Save your file and create the table. I.e., in MySql? do "mysql -p < turba_clients.mysql.sql
Assuming you've had no errors, continue to step 1b.
1b. Edit turba/ config/ sources.php and add entries identical to the original table,
leaving the original intact. Change the lines for the new entry to look like the below example.
$cfgSources['hordeclientdb'] = array(
'title' => _("My Addressbook"),
'type' => 'sql',
'params' => array_merge($conf['sql'], array('table' => 'turba_clients')),
(Look over the rest of the entries for the new table, ensuring that it is readable, etc.)
Step 2.
Now tell hermes which addressbook to use. Using an Administrator enabled login, go to:
Administration -> Setup -> Address Book (turba) -> name of client address book
In the field above, enter the name of the database you wish to use, we used hordeclientdb.
Populate the new table with just the names and addresses for your
clients, within turba as you would any addressbook entry.
Permission your users to see/use this new database.
Result? you should now have a nicely trimmed selection list.