eGuide as a Company Address Book



By: davesimons

February 21, 2007 9:18 am

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Introduction

In this AppNote I will explain how you can use eGuide as a company address book. Most of the time, users in your organization do have a network account, so they are imported into eDirectory. It’s likely you have already filled in the most imported property fields of the user object, such as phone number, e-mail, given name, last name, and department. Now you can use eGuide to get all this information out of your eDirectory and publish it to your users.

It’s really not difficult to install eGuide, so let’s begin.

Installing eGuide

1. Open Yast and go to Network Services.

2. In the right-hand window, select Novell eGuide.

Figure 1 – Selecting eGuide

3. In the next screen, enter the admin username and password.

Figure 1 – Entering the admin username and password

4. Click Next to install eGuide on the server.

Figure 3 – Installing eGuide

After all the files are copied to the server, the installation asks you to restart Apache and Tomcat.

6. Click Yes.

Figure 4 – Restarting

This is all you have to do for the actual installation. Next, you need to configure eGuide.

Configuring eGuide

The difficulty of eGuide configuration really depends on how you are going to use eGuide. In this AppNote I only explain how to use eGuide as a company address book – that’s a good goal to start with.

1. First, log in to the eGuide Administration Utility.

2. Open a browser and enter http://<server-ip>/eGuide/admin (case-sensitive). This is the Web portal where you configure your eGuide installation.

Figure 5 – Accessing the Web portal for eGuide configuration

3. Enter the admin username and password.

4. Click Login.

If you get a error and can’t log in, make sure you have installed iManager correctly. I forgot to do that during the writing of this appnote, so it took a while before I figured that out.

5. If necessary, install iManager from Yast (go to Network Services and in the left menu select iManager).

If you successfully logged in to the eGuide Administration Utility, you’ll see the screen as shown below.

Figure 6 – eGuide Administration utility

There are a couple of things you must configure, and there are a lot of things you can configure – let’s start with the required items:>/p>

1. Select an admin user for eGuide. This is a eDirectory user that needs eDirectory rights to all the attributes it will configure. In most cases the eGuide Administrator is a admin equivalent user.

2. To configure the eGuide admin users, select Administration Rules in the left-hand menu.

Figure 7 – Administration Rules

3. Click Edit behind eGuide Administrators.

4. In the upcoming screen, search for a user that needs the admin rule in eGuide.

Figure 8 – Searching for an admin user

5. Select the user (admin in my case) in the first box, them move the user to the selected (right) box.

6. Click Save.

So far, this is the only user who can configure eGuide; you can add more users if you like. In my organization, we allow users to access eGuide without entering user name and password first. This is not a default configuration, so you have to configure it first.

7. In the left-hand menu select Restrictions.

Figure 9 – Configuring restrictions

As you can see, I have un-checked the box next to “Force users to authenticate”. Also, my organization allows users to edit their own information (firstname, lastname, phone number, etc.).

8. Click save to save the settings.

Testing eGuide

Now that you have set up the most important things, it’s time to see what eGuide looks like.

1. Open a browser and enter “http://<server-ip>/eGuide” (case-sensitive).

Figure 10 – Opening the eGuide client

As you can see, the eGuide client comes up. Now let’s see if we can find a user (it’s assumed you have at least a couple of users in your eDirectory Tree).

2. In the Search field, enter a name (I enter “Simons”).

3. Click Search.

Figure 11 – Finding an eGuide user

As you can see, there are 3 users with the Last Name of Simons.

There are a number of things you can do now; as I said before, this really depends on how you would like to use eGuide. We use it for a company address book – it’s a very nice and quick way to search for people’s phone numbers, e-mail addresses, etc.

Customizing eGuide

In this section, I will explain how you can customize eGuide a bit more.

Changing Skins

Let’s say you don’t really like the skin of the default eGuide. Here’s how you can change it:

1. Log in into the Administration Utility:

http://192.168.1.10/eGuide/admin/index.html

2. In the left-hand menu, select Skins.

Figure 12 – Skins

3. To change the default skin to Cool-Blue, select the radio button next to Cool-Blue and click Save.

4. Return to the eGuide Client interface. As you can see in the second screen below, you now have a different Skin.

Figure 13 – Default Skin

Figure 14 – Cool-Blue Skin

Publishing Selected eGuide Fields

As you can see in the screens above, a lot of user information is available – such as:

  • Phone
  • Other Phone
  • Cell Phone
  • Department
  • Manager
  • Assistant
  • Mail Stop
  • Address
  • E-mail
  • Project Links
  • Cost Center
  • Site Location

You may only want to see a couple of important fields, such as Given name, Last name, Phone number, Email and Department. You can configure eGuide to publish only these items if you like. To do this,

1. Open the Administration Utility again.

Figure 15 – x

2. Click LDAP Data Sources.

3. In the left-hand window, click Edit.

4. In the next window, click the Attributes tab.

Figure 16 – Attributes for eGuide client

In this screen you can de-select or select the items you would like to see in the eGuide Client.

5. Scroll down to see all the items you can select, make your choices and click Save at the end of the pages.

I’ve selected only GIVENNAME, EMAIL, DEPARTMENT, LASTNAME and TELEPHONENUMBER.

6. Open the eGuide client and search for someone. You will see that only the following fields are displayed:

Figure 17 – Selected eGuide fields displayed for editing

Because I’m still logged in as the eGuide administrator, you see the Edit Information links in the client window. When I log out from the client, these links are gone.

Figure 18 – No edit fields for eGuide

Conclusion

As you can see, eGuide is a very nice tool that can be used for a lot of useful things. In this AppNote I explained how to install and configure eGuide, and how to use it as an address book for your company.

The most important thing to do is to make sure all the information in eGuide in up-to-date. If you are able to manage that, you will see that your users are going to use it quite often.

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Categories: eGuide, Technical Solutions

Disclaimer: As with everything else at NetIQ Cool Solutions, this content is definitely not supported by NetIQ, so Customer Support will not be able to help you if it has any adverse effect on your environment.  It just worked for at least one person, and perhaps it will be useful for you too.  Be sure to test in a non-production environment.

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