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Document Calendar imports

Summary:
Ref T10747.

  - Adds import documentation.
  - Adds import/export docs to the help menu.
  - Removes some weird/old/out-of-date information from the general user guide, which I'll rewrite later.

Test Plan: Read documentation somewhat thoroughly.

Reviewers: chad

Reviewed By: chad

Maniphest Tasks: T10747

Differential Revision: https://secure.phabricator.com/D16766
This commit is contained in:
epriestley 2016-10-28 14:53:46 -07:00
parent 2bbddb8c0f
commit 1014a27717
3 changed files with 147 additions and 69 deletions

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@ -104,6 +104,16 @@ final class PhabricatorCalendarApplication extends PhabricatorApplication {
'name' => pht('Calendar User Guide'),
'href' => PhabricatorEnv::getDoclink('Calendar User Guide'),
),
array(
'name' => pht('Importing Events'),
'href' => PhabricatorEnv::getDoclink(
'Calendar User Guide: Importing Events'),
),
array(
'name' => pht('Exporting Events'),
'href' => PhabricatorEnv::getDoclink(
'Calendar User Guide: Exporting Events'),
),
);
}

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@ -9,75 +9,11 @@ Overview
IMPORTANT: Calendar is a prototype application. See
@{article:User Guide: Prototype Applications}.
The Calendar application is a tool that allows users to schedule group events
and share personal plans.
There are several kinds of events you can create:
Next Steps
==========
- Regular events such as a one-time meeting or a personal appointment.
- All day events such as a company-wide holiday or a vacation.
- Recurring events, which can be regular or all day, such as a weekly 1-1 or
a birthday.
Continue by:
Editing Events
==============
All fields of basic and all day events can be edited after the event has been
created.
Every instance of a recurring event has an index that maintains its place in
the sequence order. Before an instance of a recurring event is edited, it is
considered a ghost event, or a placeholder. This means that there is no
database entry for that instance. Rather, when querying for events, if a
recurring series of events overlaps with the query range, instance
placeholders of that recurring event are generated and are displayed for
that range. If a placeholder instance of a recurring event is edited, a real
entry in the database is created and all changes are saved. When that
instance falls within a query range, the real instance event replaces the
old placeholder instance.
To prevent disordering of the recurring sequence of events, parent recurring
events do not allow editing of date-related fields like recurrence frequency
and recurrence start and end dates. If all instances of the recurring event
need to be rescheduled, users are encouraged to cancel a recurring event and
create a new recurring event with the revised date and time.
Cancelling Events
=================
Cancelling basic events will hide that event from most of the builtin Calendar
queries, unless the query specifies to display cancelled events.
There are two ways to cancel an instance of a recurring event.
- Cancel an instance of a recurring event.
- Cancel the entire series of a recurring event.
Cancelling a placeholder instance of a recurring event will create a real
cancelled event that will replace the placeholder instance. Consequently,
the cancellation status of that instance of the recurring event will
persist if the parent event is cancelled and subsequently reinstated.
When an entire series of a recurring event is cancelled, all the placeholder
and real instances are also cancelled. An entire series can similarly be
reinstated, but it is currently not possible to reinstate an instance of a
cancelled recurring event series. To reinstate that instance, the entire
series must be reinstated. If an instance of a recurring event has been
cancelled, then the entire recurring event series is also cancelled,
reinstating the series will not reinstate the previously cancelled instances
of that event.
Commenting On Recurring Events
==============================
If a placeholder instance of a recurring event has not been converted to a
real instance of the series as a result of editing or cancelling, commenting on
that placeholder instance does not currently save a draft for that instance
only. The draft is saved for the recurring event parent, so the parent
recurring event and all placeholder instances will show that draft. When a
comment is actually added to a placeholder instance, the instance is converted
to a recurrence exception, and the comment will only appear on that instance
of the recurring event.
- importing events with @{article:Calendar User Guide: Importing Events}; or
- exporting events with @{article:Calendar User Guide: Exporting Events}.

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@ -0,0 +1,132 @@
@title Calendar User Guide: Importing Events
@group userguide
Importing events from other calendars.
Overview
========
IMPORTANT: Calendar is a prototype application. See
@{article:User Guide: Prototype Applications}.
You can import events into Phabricator to other calendar applications or from
`.ics` files. This document will guide you through how to importe event data
into Phabricator.
When you import events from another application, they can not be edited in
Phabricator. Importing events allows you to share events or keep track of
events from different sources, but does not let you edit events from other
applications in Phabricator.
Import Policies
===============
When you import events, you select a visibility policy for the import. By
default, imported events are only visible to you (the user importing them).
To share imported events with other users, make the import **Visible To**
a wider set of users, like "All Users".
Importing `.ics` Files
======================
`.ics` files contain information about events, usually either about a single
event or an entire event calendar.
If you have an event or calendar in `.ics` format, you can import it into
Phabricator in two ways:
- Navigate to {nav Calendar > Imports > Import Events > Import .ics File}.
- Drag and drop the file onto a Calendar.
This will create a copy of the event in Phabricator.
If you want to update an imported event later, just repeat this process. The
event will be updated with the latest information.
Many applications send `.ics` files as email attachments. You can import these
into Phabricator.
.ics Files: Google Calendar
===========================
In **Google Calendar**, you can generate a `.ics` file for a calendar by
clicking the dropdown menu next to the calendar and selecting
{nav Calendar Settings > Export Calendar > Export this calendar}.
.ics Files: Calendar.app
========================
In **Calendar.app**, you can generate an `.ics` file for a calendar by
selecting the calendar, then selecting {nav File > Export > Export...} and
saving the calendar as a `.ics` file.
You can also convert an individual event into an `.ics` file by dragging it
from the calendar to your desktop (or any other folder).
When you import an event using an `.ics` file, Phabricator can not
automatically keep the event up to date. You'll need to repeat the process if
there are changes to the event or calendar later, so Phabricator can learn
about the updates.
Importing .ics URIs
=====================
If you have a calendar in another application that supports publishing a
`.ics` URI, you can subscribe to it in Phabricator. This will import the entire
calendar, and can be configured to automatically keep it up to date and in sync
with the external calendar.
First, find the subscription URI for the calendar you want to import (see
below for some guidance on popular calendar applications). Then, browse to
{nav Calendar > Imports > Import Events > Import .ics URI}.
When you import a URI, you can choose to enable automatic updates. If you do,
Phabricator will periodically update the events it imports from this source.
You can stop this later by turning off the automatic updates or disabling
the import.
{icon lock} **Privacy Note**: When you import via URI, the URI often contains
sensitive information (like a username, password, or secret key) which allows
anyone who knows it to access private details about events. Anyone who can edit
the import will also be able to view and edit the URI, so make sure you don't
grant edit access to users who should not have access to the event details.
.ics URIs: Google Calendar
==========================
In **Google Calendar**, you can get the subscription URI for a calendar
by selecting {nav Calendar Settings} from the dropdown next to the calendar,
then copying the URL from the {nav ICAL} link under **Private Address**. This
URI provides access to all event details, including private information.
You may need to adjust the sharing and visibility settings for the calendar
before this option is available.
Alternatively, you can use the URI from the {nav ICAL} link under
**Calendar Address** to access a more limited set of event details. You can
configure which details are available by configuring how the calendar is
shared.
.ics URIs: Calendar.app
=======================
**Calendar.app** does not support subscriptions via `.ics` URIs.
You can export a calendar as an `.ics` file by following the steps above, but
Phabricator can not automatically keep events imported in this way up to date.
Next Steps
==========
Continue by:
- returning to the @{article:Calendar User Guide}.