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task_archive

Historical access for Autotask.net tickets. Uses Azure AD for authentication, only static home page shown without sign in.

Environment setup

Use figaro to set AAD_TENANT and AAD_CLIENT_ID env for Omniauth Azure AD strategy. App also checks for AZURE_GROUP_ID in Omniauth id_token_claims returned from Azure. Check session controller to tweak/remove this functionality. Read more about this functionality and how to setup your app in Azure here.

Omniauth setup

Users table handles storing Omniauth users, uses authentication configuration from Rails Casts 241

Database

The database for the app has been modified from a direct export of the Autotask DB. Primary keys and column names were changed to match the model_id naming scheme that Rails expects for associations. Table names were changed for a little better readability.

Autotask DB Table Rails Archive DB Table
dbo.tblCustContacts contacts
dbo.tblCustomers customers
dbo.tblEmployees technicians
dbo.tblWorkEntries workentries
dbo.tblWorkRecord workrecords

This blog post goes into the specifics of working with the Autotask export and preparing Rails to use that database.