onebody-updateagent 0.6.6 → 0.6.7
This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
- checksums.yaml +4 -4
- data/README.md +129 -0
- data/VERSION +1 -1
- metadata +3 -3
- data/README.markdown +0 -85
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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
@@ -1,7 +1,7 @@
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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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-
===================
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-
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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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--------------------
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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.
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-
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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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-
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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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-
command (on the server):
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-
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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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Using your membership management software, reporting solution, database utility, custom script, etc.,
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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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-
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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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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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