onebody-updateagent 0.6.6 → 0.6.7

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  1. checksums.yaml +4 -4
  2. data/README.md +129 -0
  3. data/VERSION +1 -1
  4. metadata +3 -3
  5. data/README.markdown +0 -85
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+ # OneBody UpdateAgent
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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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+
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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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+
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+ Run the following command ("sudo" may be required in some environments):
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+
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+ gem install onebody-updateagent
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+
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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 "http://members.yourchurch.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 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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+
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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., 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 (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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+
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+ The first row of the file is the attribute headings and must match the attributes available:
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+
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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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+
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+ Not all attributes are required.
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+
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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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+
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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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+
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+ legacy\_id
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+ legacy\_family\_id
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+
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+ There is an example csv file in this directory for reference.
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+
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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 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 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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+
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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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+
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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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+
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+ # Copyright
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+
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+ Copyright (c) Tim Morgan. Licensed MIT - See LICENSE file for details.
data/VERSION CHANGED
@@ -1 +1 @@
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- 0.6.6
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+ 0.6.7
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: 0.6.6
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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
@@ -59,7 +59,7 @@ executables:
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  extensions: []
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  extra_rdoc_files: []
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  files:
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- - README.markdown
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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/seven1m/onebody-updateagent
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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:
@@ -1,85 +0,0 @@
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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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-
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- Download and Install
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- --------------------
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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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-
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- Run the following command ("sudo" may be required in some environments):
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-
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- gem install onebody-updateagent -s http://gemcutter.org
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-
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- Configuration
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- -------------
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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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-
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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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-
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- Preparation
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- -----------
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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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-
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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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-
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- Not all attributes are required.
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-
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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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-
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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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-
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- * legacy\_id
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- * legacy\_family\_id
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-
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- There is an example csv file in this directory for reference.
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-
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- Converters
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- ----------
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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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-
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- Usage
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- -----
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-
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- To run UpdateAgent:
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-
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- update_onebody -c path/to/config.yml path/to/people.csv
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-
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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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-
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- update_onebody -c path/to/config.yml -y path/to/people.csv
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-
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- You may also log all output:
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-
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- update_onebody -c path/to/config.yml -y -l path/to/updateagent.log path/to/people.csv