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Chapter 9Intranet Contact Manager IN THIS CHAPTER ◆ Developing an intranet contact manager ◆ Installing an intranet contact manager ◆ Using an intranet contact manager E VERY OFFICE HAS

Also, any user viewing this document can post comments by clicking on the Post Comments link, which shows a Web form as shown in Figure 8-12

Figure 8-12: Adding feedback comments to published documents.

The posted comments appear along with document Any other user can view the posted comment by clicking on the comment title shown in the Feedback section of the document, as shown in Figure 8-13

Figure 8-13: A document with posted user feedback comments.

Chapter 8: Intranet Simple Document Publisher 291

When you add a new category, the category name appears in the horizontal nav-igation bar The number of categories shown per row is controlled in ld.confusing define(‘CAT_PER_LINE’, 5)settings To show more than five categories per nav-igation line in the horizontal top navnav-igation, modify this setting Figure 8-14 shows how multiple categories are shown in the user’s home page using the horizontal navigation bar

When you delete a category, the navigation file is automatically updated Also, deleting a category deletes all the documents in that category

Figure 8-14: The user’s home page with multiple document categories.

Summary

In this chapter, you learned to create a simple document publishing system for your intranet This system enables you to create categories and store documents within each category The categories and documents are all stored in a database You can extend this basic document publishing system to incorporate fancy features such as images, attachments, and so on

292 Part II: Developing Intranet Solutions

Chapter 9

Intranet Contact Manager

IN THIS CHAPTER

◆ Developing an intranet contact manager

◆ Installing an intranet contact manager

◆ Using an intranet contact manager

E VERY OFFICE HAS A LIST OF contacts for vendors, customers, news/print/trade media, and so forth These contacts are often managed in individual address books

or in personal digital assistants (PDAs) In this chapter, you’ll develop an intranet contact manager system that enables administrative users in the office to store any type of contact in a central contact database All users can search the contact data-base without needing to move from their desk

Functionality Requirements

The contact manager will have the following features:

◆ Central contact database: The database stores all contacts in a central

back-end database, which can be backed up at any time by the system administrator

◆ Contact category hierarchy: Each contact must be stored in a subcategory

of a category Only one-level subcategories are allowed For example, a category called Vendors can have multiple one-level subcategories such as Telecommunication Vendors, Office Suppliers, Hardware Vendors, Food Suppliers, and so forth In this version of the contact manager, a contact can only belong to a single category

◆ Contact management by administrative staff only: The contact manager

allows administrative users to add, modify, and delete contacts and categories

◆ Search interface for everyone: Each administrative or regular user must

be allowed to search the contacts stored in the database

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◆ Automatic reminders: When adding or modifying a contact, the

adminis-trator can set up reminders for future meeting/calls with the contact that will be shown via the intranet messaging interface when appropriate

◆ Easy e-mail interface: Administrative users should be able to send

e-mails to contacts by clicking on the contact e-mail address The e-mail sent to the contact should be stored in the contact manager system, so that later the user can review the messages she sent to a contact This is a good feature for lead management For example, a user can add a new lead to the contact database, send an e-mail, and then pull up the e-mail from the contact database later when the lead calls or responses via email Because the e-mail sent is stored with the central contact database, which can be very useful if a lead should call while the original user is unavail-able, another administrator could easily pull up the lead’s information and cover the situation (and the lead will feel very important because “everyone”

in the company happens to know about the previous communications)

Understanding Prerequisites

This intranet contact manager system builds on the intranet classes discussed in Chapters 5, 6, and 7

The applications that we develop here require the intranet central login/logout, user management, and home applications discussed in those earlier chapters Administrative intranet users, who are defined in the intranet user table discussed

in Chapter 6, are given full access to all aspects of the contact management tool Let’s look at the database design and implementation needed for creating this intranet contact management system

The Database

Figure 9-1 shows the database diagram for the contact manager The central table

in this database is the CONTACT_INFO table, which stores the contact data The CONTACT_CATEGORY table, which stores category information, has a one to many relationship with CONTACT_INFO since a category can have many contacts Similarly the CONTACT_INFO table has a one to many relationship with the CONTACT_KEYWORD table The latter stores one or more keywords per contact The CONTACT_INFO table also has a one to many relationship with the CONTACT_ REMINDER table, which stores reminders, and with the CONTACT_MAIL table, which stores emails sent to contacts

294 Part II: Developing Intranet Solutions

Figure 9-1: Contact manager database diagram.

Table 9-1 describes the details of the database tables

T ABLE 9-1 [NAME OF DATABASE] DATABASE TABLES

Table Description

CONTACT_CATEGORY This table holds the category ID (CAT_ID), category name

(CAT_NAME), category description (CAT_DESC), and category parent (CAT_PARENT) The category number (CAT_ID) is automatically generated by the database

CONTACT_INFO Contains the contact information: the contact ID

(CONTACT_ID), category ID (CAT_ID), contact first name (CONTACT_FIRST), contact middle initial

(CONTACT_INITIAL), contact last name (CONTACT_LAST), contact e-mail (EMAIL), phone number (PHONE), fax (FAX), Web site URL (URL), company name (COMPANY_NAME), company address

(COMPANY_ADDRESS), home address (HOME_ADDRESS), source (SOURCE), reference (REFERENCE), and a check flag (FLAG) The contact ID (CONTACT_ID) is

automatically generated by the database

Since we are not allowing company or home address to

be searchable in this version of contact manager, these fields are kept as text fields Also, the source field is used

to identify who provided the contact and reference field

is used to identify who referred the contact

Continued

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