onebody-updateagent 0.6.6 → 0.6.7
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data/README.md
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# OneBody UpdateAgent
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Ruby gem that pushes data from a membership data source to a remote OneBody instance via the REST API.
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## Download and Install
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Install [Ruby](http://ruby-lang.org) if you don't already have it.
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Run the following command ("sudo" may be required in some environments):
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gem install onebody-updateagent
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## Configuration
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1. Run `update_onebody` at a terminal, then take note of where the example.yml config file resides.
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2. Copy the example config file to a convenient location and edit appropriately.
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Your "site" address will probably be something like "http://example.com" or "http://members.yourchurch.com".
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You can get your user api key from OneBody (you must be a super admin) by running the following command (on the server):
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cd /path/to/onebody
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rake onebody:api:key EMAIL=admin@example.com
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## Preparation
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Using your membership management software, reporting solution, database utility, custom script, etc., export your people and family data to a single comma separated values (CSV) file, e.g. people.csv.
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Duplicate family data (the same family name, home phone, address, etc.) will be present for each member of the same family -- that's ok!
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The first row of the file is the attribute headings and must match the attributes available:
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first_name
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last_name
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suffix
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gender
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mobile_phone
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work_phone
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fax
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birthday
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anniversary
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description
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website
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activities
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interests
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music
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tv_shows
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movies
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books
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quotes
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about
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testimony
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share_
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business_
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alternate_email
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visible
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messages_enabled
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friends_enabled
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photo
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email
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classes
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shepherd
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mail_group
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member
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staff
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elder
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deacon
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visible_
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can_sign_in
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full_access
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child
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custom_type
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medical_notes
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can_pick_up
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cannot_pick_up
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sequence
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family_id
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legacy_id
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legacy_family_id
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family_name
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family_last_name
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family_home_phone
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family_address1
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family_address2
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family_city
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family_state
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family_zip
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family_share_
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family_visible
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family_photo
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family_email
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family_legacy_id
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family_barcode_id
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family_alternate_barcode_id
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Not all attributes are required.
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Optionally, you can use Export to CSV button in the Admin panel of your running instance of OneBody to get an example CSV to start.
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Use the following attributes to track the identity/foreign keys from your existing membership management database. Do *not* include `id` and `family_id` columns as they will interfere with the primary keys OneBody uses.
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legacy\_id
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legacy\_family\_id
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There is an example csv file in this directory for reference.
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## Converters
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As of this writing, one Church Management System (ChMS) is supported via a Converter. The Converter translates field names and data into the formats and locations expected by OneBody.
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To use a converter, you must specify it in your config file. The example config file has these settings disabled; simply remove the pound sign at the beginning of each line to enable the use of the converter. Specify the name and any additional settings.
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## Usage
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To run UpdateAgent:
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update_onebody -c path/to/config.yml path/to/people.csv
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If you plan to schedule UpdateAgent to run periodically without human intervention, you'll want to at least use the `-y` switch, which assumes *yes* to any questions:
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update_onebody -c path/to/config.yml -y path/to/people.csv
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You may also log all output:
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update_onebody -c path/to/config.yml -y -l path/to/updateagent.log path/to/people.csv
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# Copyright
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Copyright (c) Tim Morgan. Licensed MIT - See LICENSE file for details.
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data/VERSION
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@@ -1 +1 @@
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1
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0.6.
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0.6.7
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metadata
CHANGED
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--- !ruby/object:Gem::Specification
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name: onebody-updateagent
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version: !ruby/object:Gem::Version
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version: 0.6.
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version: 0.6.7
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platform: ruby
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authors:
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- Tim Morgan
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extensions: []
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extra_rdoc_files: []
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files:
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- README.
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- README.md
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- VERSION
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- bin/update_onebody
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- example.csv
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- lib/updateagent/updateagent.rb
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- lib/updateagent/updaters/family_updater.rb
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- lib/updateagent/updaters/people_updater.rb
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homepage: http://github.com/
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homepage: http://github.com/churchio/onebody-updateagent
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licenses: []
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metadata: {}
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post_install_message:
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data/README.markdown
DELETED
@@ -1,85 +0,0 @@
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1
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-
OneBody UpdateAgent
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2
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-
===================
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3
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-
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4
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-
Ruby gem that pushes data from a membership data source to a remote OneBody instance via the REST API.
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5
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-
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6
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Download and Install
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--------------------
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9
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Install [Ruby](http://ruby-lang.org) if you don't already have it.
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Run the following command ("sudo" may be required in some environments):
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gem install onebody-updateagent -s http://gemcutter.org
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Configuration
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-------------
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1. Run `update_onebody` at a terminal, then take note of where the example.yml config file resides.
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-
2. Copy the example config file to a convenient location and edit appropriately.
|
20
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-
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21
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-
Your "site" address will probably be something like "http://example.com" or
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-
"http://yoursite.beonebody.com".
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-
|
24
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-
You can get your user api key from OneBody (you must be a super admin) by running the following
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25
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-
command (on the server):
|
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|
-
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27
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-
cd /path/to/onebody
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rake onebody:api:key EMAIL=admin@example.com
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If your instance is hosted at <http://beonebody.com>, you may email <support@beonebody.com>
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to get your api key.
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Preparation
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-----------
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35
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-
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36
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Using your membership management software, reporting solution, database utility, custom script, etc.,
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37
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export your people and family data to a single comma separated values (CSV) file, e.g. people.csv.
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38
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-
|
39
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-
Duplicate family data should be present for each member of the same family.
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-
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The first row of the file is the attribute headings, and must match the attributes available:
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* [Person Attributes](http://github.com/seven1m/onebody/tree/master/app/models/person.rb)
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* [Family Attributes](http://github.com/seven1m/onebody/tree/master/app/models/family.rb)
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(prefix each attribute with "family_")
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Not all attributes are required.
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Optionally, if you have shell access to your hosted instance of OneBody, you can run
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`rake onebody:export:people:csv` to export the current OneBody data (if you have any records in
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the OneBody database) as a starting point.
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Use the following attributes to track the identity/foreign keys from your existing membership
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management database. Do *not* include "id" and "family_id" columns.
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* legacy\_id
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* legacy\_family\_id
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There is an example csv file in this directory for reference.
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Converters
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----------
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As of this writing, one Church Management System (ChMS) is supported via a Converter. The
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Converter translates field names and data into the formats and locations expected by OneBody.
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-
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To use a converter, you must specify it in your config file. The example config file has these
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settings disabled; simply remove the pound sign at the beginning of each line to enable the
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use of the converter. Specify the name and any additional settings.
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Usage
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-----
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To run UpdateAgent:
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update_onebody -c path/to/config.yml path/to/people.csv
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If you plan to schedule UpdateAgent to run periodically without human intervention,
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you'll want to at least use the `-y` switch, which assumes *yes* to any questions:
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update_onebody -c path/to/config.yml -y path/to/people.csv
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You may also log all output:
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update_onebody -c path/to/config.yml -y -l path/to/updateagent.log path/to/people.csv
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