arena admin manual

Arena Administrator Manual

V2008.1 Released 4/25/2008

1 Arena Administrator Manual

Table of Contents

Welcome ................................................................................................................... 3

Configuration ............................................................................................................ 4

Organizations .......................................................................................................... 4

Security Roles ......................................................................................................... 5

Person Details Field Security ................................................................................... 10

Application Security ............................................................................................... 11

Report Services Configuration ................................................................................. 12

Active Directory Configuration ................................................................................. 13

Agent Configuration Utility ...................................................................................... 14

Setup....................................................................................................................... 19

Pages ................................................................................................................... 19

Portal List ............................................................................................................. 26

Modules ............................................................................................................... 28

Templates ............................................................................................................ 29

Document Types ................................................................................................... 31

Small Group Structure ........................................................................................... 36

Peer Network Relationships ..................................................................................... 42

Payment Gateways ................................................................................................ 45

New Fields............................................................................................................... 47

Lookups ............................................................................................................... 47

Person Attributes ................................................................................................... 49

Relationship Types ................................................................................................. 53

Campaigns ........................................................................................................... 55

Custom Field Groups .............................................................................................. 56

Operations .............................................................................................................. 59

System E-mails ..................................................................................................... 59

Report Registration ................................................................................................ 61

Exceptions ............................................................................................................ 62

Refresh Cache ....................................................................................................... 62


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Reporting ................................................................................................................ 63

Lists .................................................................................................................... 63

List Sorting Options ............................................................................................... 63

List Categories ...................................................................................................... 63

Public/Private Lists ................................................................................................ 64

List Controls ......................................................................................................... 66

List Merge Fields ................................................................................................... 68

Reports ................................................................................................................ 69

Appendices .............................................................................................................. 70

Appendix A – Organization Settings ......................................................................... 70

Appendix B - Arena Database Automation ................................................................ 76

Appendix C - Triggers ............................................................................................ 79

Appendix D - Agents .............................................................................................. 82

Appendix E - Microsoft MapPoint Coordinate Exchange ............................................... 86

Appendix F – Full Module List .................................................................................. 88

Check-In Kiosk Installation Guide ............................................................................ 96

Check In Kiosk Troubleshooting Guide ...................................................................... 99


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3 Welcome to Arena, the Power of Community.

This manual covers Administration sections of the Arena application. It is intended for System

Administrators, Network Administrators, and anyone granted rights to administer the Arena

application and its contents. This guide will assist in using and configuring critical sections of Arena,

including Site Settings, Organization Settings, and Administrative Reports.

The Administration manual has been organized by categories:

Configuration

Setup

New Fields

Operations

Reporting

Appendices

The actual order of the sub-sections under your Administration tab Arena may vary.

Trademarks: Certain brand names and product names used in this article (publication) are trade names, service marks,

trademarks, or registered trademarks of their respective owners. Shelby Systems, Inc. is not affiliated or associated with any

product or vendor mentioned in this publication.

© 2006, 2007, 2008 Shelby Systems, Inc.

Configuration

Organizations

The primary section of Administration is

This section contains the settings for the

Services URL, and various user names. These settings work in tandem with settings in the

web.config file, located within the

function properly.

Many of the setting values are set during the install process; however, some will have to be

configured or changed after installation.

To view the settings and their values, click on

Organizations already created. Click the

Displayed will be the name of the church, as well as the address, leader’s name, URL, description,

and any notes. Click the Edit button to change

Beneath the Organization detail information is the list of all of the settings. These settings, or

are what Arena uses throughout the application. Clicking on

the value to be changed. Keys themselves cannot be edited once created. Many

Keys, meaning that they cannot be deleted,

Keys have four fields:

Setting - The actual name of the Key, such as “SMTP Server”

Description – The description of the Key, such as “Mail serve

Category - Allows for grouping of the various Keys.

Value - The actual Key setting, such as “Mailserver”

New installs will not require new Keys

or Community Modules which require a new Key, one

Setting icon. Clicking on this will open the

Description, Category, and Value can be entered.

Click the Update button when done.

See Appendix A for a full list of all Organization settings and descriptions.


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The primary section of Administration is Organizations. An Organization is the Church Entity itself.

This section contains the settings for the Arena application such as SMTP Server information, Report

various user names. These settings work in tandem with settings in the

file, located within the Arena installation folder on the Web Server, to make Arena


configured or changed after installation.

To view the settings and their values, click on Organizations. This will bring up the list of

y created. Click the appropriate Organization Name link to view


button to change any of these detail settings.

neath the Organization detail information is the list of all of the settings. These settings, or

are what Arena uses throughout the application. Clicking on a Key will bring up

the value to be changed. Keys themselves cannot be edited once created. Many

, meaning that they cannot be deleted, as they are required for the application to function.

the Key, such as “SMTP Server”

description of the Key, such as “Mail server name”

llows for grouping of the various Keys. The various Categories are setup as a

y setting, such as “Mailserver”

Keys to be created. However, if your Organization has custom code

or Community Modules which require a new Key, one can be added by clicking on the

icon. Clicking on this will open the Setting Details, where a new Key

Description, Category, and Value can be entered.

button when done.

for a full list of all Organization settings and descriptions.


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An Organization is the Church Entity itself.

Arena application such as SMTP Server information, Report

various user names. These settings work in tandem with settings in the

, to make Arena


. This will bring up the list of

to view its details.


neath the Organization detail information is the list of all of the settings. These settings, or Keys,

ey will bring up its details, allowing

the value to be changed. Keys themselves cannot be edited once created. Many Keys are System

they are required for the application to function.

The various Categories are setup as a Lookup.

Organization has custom code

can be added by clicking on the Add New

where a new Key Setting,


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5 Security Roles

Security Roles are used to assign access to the pages, fields, and all areas of Arena. This is how

users are granted or denied View or Edit rights. View access is read only. Edit access allows

changes and data entry. View access is required for any editing capabilities.

A user cannot view anything unless they are allowed to do so either by Security Role permission or

Individual permission. Security roles are cumulative, meaning that if a user is a added to multiple

Security Roles, the permissions allotted will stack, therefore they will have access to all sections that

each separate Role allow. Follow the steps below to assign users to Roles and create new ones.

Adding a new Security Role

Click on Security Roles to show a list of all Security Roles, as shown in figure 2.1. Clicking on a

name will open the details of that Security Role for editing.

Figure 2.1 Security Role List

To create a New Security Role, click the New Role icon. This adds a new entry link titled New

Role to the list. Click this link to view its details. This will display the Role details, the Edit Details

button, the Edit Permissions button, and the list of current Security Role members. Click the Edit

Details button to open the Role Details screen. Figure 2.2 shows this screen for the Arena

Administrators role.


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Figure 2.2 Role Details

Add New Sync Source – Security Roles can be synchronized with Tags (Ministry, Serving, or

Event), Group Roles, Area Roles, or the local Active Directory. This means that when a user is added

to that entity, that same user is automatically added to the Security Role. Using the drop-down list,

choose which option the Role should be synced to. Once the option is selected, choose which specific

Tag, Group/Area role, or Active Directory role this Security role should sync with. While a Role and

Tag or Group are synchronized, this is the only way you can add records to the role. The Role Sync

Agent is required to be running for new members to be synced to the Security Role.


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Description – Enter the description of the Role.

Notify New Members – If this is checked when a person is added to this role he or she will receive

a notification e-mail, which is defined below.

Notification Subject – Subject of the e-mail that is sent if the above option is chosen.

Notification HTML/Text Messages – Enter the text of the e-mail to be sent. The merge fields

[First Name], [Last Name] and [Login Information] can be used.

Click Update when finished to save the new Role.

Copying a Security Role

At the bottom of the Role List, there will be a Copy Role / As option, as shown in figure 2.3. This

option allows for quick duplication of a role, in case a new role is desired that is very similar to

another. Choose the initial role in the drop-down box next to Copy Role:. Type in the name of the

new Role in the As box, and click Copy to create the duplicate Security Role.

Figure 2.3 Copying a Security Role


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Setting Permissions for a Role

Click the Edit Permissions button; this will open a new window with four tabs, Pages/Modules,

Applications, Attribute, and Person Fields. These set what a user can View and/or Edit throughout

Arena.

Figure 2.4 Security Role Permission Screen

Pages/Modules tab – On this tab a Portal must first be chosen, so that the appropriate pages can

be displayed. Choose a portal from the drop-down. This will then display an expandable tree view for

the pages within that Portal. Choose the appropriate page rights for this Role by checking which

Pages and Modules the Role Users can view and access. Keep in mind that in order to view a

module, the user must have view rights to the page the module is on. Edit rights for a Page will be

largely unnecessary, unless the user can access Page Settings under Administration > Pages.

Applications tab – This tab sets access permissions for external Applications for Arena. By default,

that should only be Family Registrations and Contributions. Set this role’s view/edit rights for use

throughout those applications.

Attributes tab – This tab works in tandem with the permissions set under Administration > Person

Attributes, allowing for permissions to be set for each Person Attribute setup.

Person Fields – This tab sets the field permissions for all the separate fields in the Person Details

screen. These settings work the same as the Person Details Field Security, except this tab shows a

list of fields, as opposed to the Person Details screen itself.

Click the Save button at the bottom of the window to save and close the window.

Adding a Person to a Security

Below the Role Details, you will see a list of the Group Members. Click the

icon, which will open the Arena Person

to add to this Role and click the Select

sync with anything, Users will be added dynamically to the Role as they are added to that entity.


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Security Role

Below the Role Details, you will see a list of the Group Members. Click the Add New Person

Person Search window. Using this search, find the pers

Select button to add. Keep in mind that if a Security Role is set to



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Add New Person

find the person you wish

Keep in mind that if a Security Role is set to



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10 Person Details Field Security

This page works in tandem with the Person Fields tab of Security Roles (see Security Roles). Arena

has the capability of restricting Security Roles to view or edit specific fields in the Person Details

screen, limiting what can be changed or seen by specific people for each member.

Clicking this link will redirect the user back to the Person Details screen of themselves, and allow for

each field to have custom Role permissions anywhere a key is shown, as in figure 3.1.

Due to the nature of this function, it is advised that few people have access to this link.

Figure 3.1 Person Details with Security


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11 Application Security

This section of Administration is used to setup Arena security for accessing external applications that

use Arena for data and data entry. By default, the only applications included are Contributions and

Family Registrations.

Opening Application Security will show a drop-down list where an Application can be selected, and

shows the current access permissions for each, as shown in figure 4.1.

Figure 4.1 Application Security

To edit the Permissions, click on the Edit Security button, which brings up the options for

Permissions, as in figure 4.2. Both Security Roles and individual people can be granted permission to

access the Application or edit the security. Editing security can only be done from this screen, so the

user must have access to this page to perform this task.

Click Update when finished.

Figure 4.2 Setting Application Security


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12 Report Services Configuration

Report Services is integral to Arena, for various functions. This module works with the Organization

settings to configure the way Arena connects to Report Services.

This is necessary since the Report Server does not have to be the same computer as the Web Server

that Arena runs from.

Setup the Report Server Connection

Clicking on Report Services Configuration will bring up the details of the connection settings

shown as figure 5.1. As Arena can only use one Report Service setting, there is no listing, just the

connection settings.

Figure 5.1 Report Services Configuration

Report Server URL – this is where the URL to the Report Server index is entered. Report Services

will have two virtual directories, the UI address, which is typically http://<dbserver>/Reports and

the Index, http://<dbserver>/ReportServer. Arena ties into the Index.

Report Server Root Path - this is the root folder that contains the Arena Data Source and reports

from within Report Services.

Username – Username that has permissions to the Report Server. This is “ArenaReports” by

default; this username is setup during initial install.

Password – This is the password associated to the Username.

Create This User in Active Directory – if the username does not already exist in the Active

Directory, use this link to set that username up.

Grant This User Permissions in Report Services – this link will open a popup for a Domain

Administrator login and will set the correct permissions for this username to access Report Services.

Click Validate to ensure that the username is authenticating successfully, then click Update when

finished.

Note: You cannot Validate until you have Updated first.


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13 Active Directory Configuration

The Active Directory configuration works similar to the Report Services configuration, as these

settings work in tandem with the Organization settings for Active Directory. These settings create

the connection between Arena and the local Active Directory, for User password and Security Role

sync purposes.

Configure the Active Directory Connection

As Arena can only connect to one Active Directory at a time, clicking on Active Directory

Configuration under Administration will bring up the Detail screen, as shown in figure 6.1.

Figure 6.1 Active Directory Configuration

Active Directory Domain – Enter in the name of the local Active Directory here.

Active Directory Server – Enter the name of the Active Directory server. This is the local server

name.

Username – this is a username that is valid on the Active Directory server for accessing the

Domain.

Password – this is the password for that username.

Click Update when finished to complete the connection.

Tip: Use Page Security on this page to keep your Active Directory information secure


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14 Agent Configuration Utility

The Arena Automation Agents are used to handle features such as e-mail, Active Directory

synchronization, and Metric Processing. The Agent Configuration utility manages the detailed

settings of each Worker in the Arena Automation Agent service. It allows an administrator to quickly

set or modify the worker settings, designate schedules for which workers can operate, and specify

notification preferences.

The interface, shown in figure 7.1, contains five major areas: Agent Jobs, Agent Service, Worker

Settings, Schedules, and Notifications.

Figure 7.1 Agent Configuration


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Agent Jobs

The Agent Jobs area, shown to the right, lists the active

workers in Arena’s Agent service.

You can use the Add button at the bottom to select from a

listing of all available workers to activate new ones, or you

use the Remove button to deactivate the selected worker.

Note: All settings for that worker will be cleared and

must be re-entered if the worker once removed and is

activated again at a later date.

Tip: Remove any workers for functions not currently in

use, as they may cause conflicts with other workers if

not properly configured. Even with proper settings,

unused active agents may be changing records and

fields that you may not want automatically updated.

Agent Service

As shown in figure 7.3, the Agent Service screen shows the

current status of the Arena Automation Agent Service. It

allows you to start or stop the service in implementing

changes to the workers in the service.

Figure 7.3 Agent Service


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Worker Settings

The Worker Settings tab displays the configuration options for the worker currently selected in the

Agent Jobs area. These configuration options can be displayed either by category or in alphabetical

order. Each field must have a value, and a brief description of the purpose of the field. Valid values

for the field are shown in the dialog box at the bottom of this tab. Figure 7.4 shows the worker

setting screen.

Figure 7.4 Agent Worker Settings


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Schedules

Each worker in the Arena Automation Agent service can operate on its own unique timeline which is

defined on the Schedules tab. This tab displays the operating schedule for the currently selected

worker. Multiple schedules allow a worker to operate during specific intervals, such as early morning

or late evening. Similar to the Worker Settings tab, each field is required and displays a description

of its purpose in the dialog box at the bottom of the tab. Figure 7.5 shows the worker scheduler.

Figure 7.5 Agent Schedules


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Notifications

The Notifications tab is used to configure the threshold, frequency, and recipient of any error/result

messages produced by the worker. Just like Schedules, additional sets of notification parameters can

be created using the Add and Remove buttons. Figure 7.6 shows the notification setup screen.

Figure 7.6 Agent Worker Notifications

See Appendix D for a list and description of the Arena Automation Agents.


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19 Setup

Pages

This section of Administration is used to manage the pages of all of the Arena sites. These sites

include the main Arena site as well as the pages for any Arena managed websites. Figure 8.1

displays the fully expanded Page Hierarchy for Portal 1, the main Arena application.

Figure 8.1 Portal 1 Page Hierarchy


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Pages are displayed in an expandable tree view and are represented in the order in which they

appear within Arena. Faded folders indicate that a page is set to not Display in Navigation.

Clicking on a page will show its Page details to the right of the Hierarchy tree. The details are divided

in Tabs: the Page Details tab, all Content Area tabs, Child Pages, and Security. Page settings,

module content, and new pages can be created and maintained within these tabs. The Content Area

tabs are generated by the Template this page uses.

Page Details

Clicking on the Edit Details button on the Page Details Tab or creating a new Page will open the

Detail Settings tab. Figure 8.2 shows the details area of this tab. This is where the page-specific

options are set.

Figure 8.2 Page Details

Template – This is the template of this page. See the Templates section of this manual for more

information on adding new Templates to Arena.

Parent Page – This is the Page under which this page is under in the Hierarchy. This can be

changed using this drop-down menu. All child pages will stay bound to this page.

Page Name – This is the name of the page that will show in the Header and in the Navigation bar.

Display in Nav – This option will turn on or off this page in any Navigation control.

Require SSL – This option requires “https://” and a valid SSL certificate to open and view.

Description – This is the description of this page, it also shows in the Page Header, providing the

template accommodates for this.

Settings – this is where options like the Page CSS, Navigation icons, and other options are that are

specific to this page.

Click Update when all page settings are complete.

Adding Content to Pages

Page content is configured and customized by adding c

of the pages (templates) that make up the Arena application

Modules in this manual for help on adding new Modules

Follow these steps to add a Module

1) Click on the appropriate page in the Page Hierarchy list. The screen will refresh and show the Page Details. This will also display the tabs that represent the various cells

that define the page layout.

2) Click on the tab for the area in which you wish to add/change/remove the control. Any controls

already associated to that particular area will display. If there are no current controls, you will

see an Add link to place a new control on this tab or if the tab already has a module on it

see the Add New Module icon. By default, the new module will be called New Module and the

type will be “Advance HTML Text”.

3) To change the control, click on New Module. This will bring up the Settings screen where you can change the control type, name, description, and settings. Use the drop

desired control.

Note: Many controls have required settings, and you cannot update the control until a value

has been entered into all required fields. If you click the Update button

empty, you will get a message indicating that a field is missing, and a small

display next to the field. Once all required fields and any other fields you wish to fill out are

entered, click the Update button to accep

Access permissions for modules can be set by clicking the Security

under Security Roles. You may change the order of the controls, thus affecting the order they

appear onscreen, by using the up

Child Pages

Adding pages is essential to customizing Arena to work for you. Before creating a new page, either

to contain new information or if a certain module requires a new page,

in your Page Hierarchy you want to

of the structure of your web pages. The following will refer to the relationship between pages as

Parent/Child where a Child Page is a sub

Follow the steps below to create a new

1) Click on the Page under which you wish to place your new page. Page.

2) Click on the Child Pages tab on the right.Home page of the main Arena portal.


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gured and customized by adding controls, or Modules, to specific

of the pages (templates) that make up the Arena application and any Arena-created website. (s

is manual for help on adding new Modules)

Module to a page:

iate page in the Page Hierarchy list. The screen will refresh and show the

Page Details. This will also display the tabs that represent the various cells, or content areas,

n which you wish to add/change/remove the control. Any controls


see an Add link to place a new control on this tab or if the tab already has a module on it

icon. By default, the new module will be called New Module and the

type will be “Advance HTML Text”.

To change the control, click on New Module. This will bring up the Settings screen where you can

name, description, and settings. Use the drop-down

: Many controls have required settings, and you cannot update the control until a value

has been entered into all required fields. If you click the Update button with a required field

empty, you will get a message indicating that a field is missing, and a small


entered, click the Update button to accept the changes.

Access permissions for modules can be set by clicking the Security icon. This can also be handled

. You may change the order of the controls, thus affecting the order they

appear onscreen, by using the up and down icons.


to contain new information or if a certain module requires a new page, you will need to decide where

in your Page Hierarchy you want to place that page. The Page Tree Hierarchy is a graphical display


Parent/Child where a Child Page is a sub-page of a Parent page.

ate a new child page:

Click on the Page under which you wish to place your new page. This is known as a

Click on the Child Pages tab on the right. Figure 8.3 displays the list of Child Pages under the

Home page of the main Arena portal.


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or Modules, to specific content areas

created website. (see

iate page in the Page Hierarchy list. The screen will refresh and show the

, or content areas,

n which you wish to add/change/remove the control. Any controls


see an Add link to place a new control on this tab or if the tab already has a module on it you will

icon. By default, the new module will be called New Module and the

To change the control, click on New Module. This will bring up the Settings screen where you can

down list to choose the

: Many controls have required settings, and you cannot update the control until a value

with a required field

empty, you will get a message indicating that a field is missing, and a small * asterisk will


icon. This can also be handled

. You may change the order of the controls, thus affecting the order they


you will need to decide where

The Page Tree Hierarchy is a graphical display


This is known as a Parent

3 displays the list of Child Pages under the

Figure 8.3 Child Pages

3) Click on Add to create a new Child Page, or if pages already exist click on the

icon to create a new Child Page.

page, allowing the Page to be setup as ne

Tip: Whenever you create a Child Page, it will automatically inherit the template, page

settings, controls, and securities that are on the Parent Page. Inheritance is only at the point

of creation, meaning that if you add a control to a page th

Child pages will not inherit the new control. It will have to be added manually to each Child

page. However, if you later add a Child page, it will inherit the control. Therefore, it is

recommended that if several pages are

default modules on the first page (such as Advanced HTML Text), to save time.


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to create a new Child Page, or if pages already exist click on the

icon to create a new Child Page. This will automatically open the Page Details

page, allowing the Page to be setup as necessary.

Whenever you create a Child Page, it will automatically inherit the template, page


of creation, meaning that if you add a control to a page that has Child pages, the existing

inherit the new control. It will have to be added manually to each Child


recommended that if several pages are to be created underneath a single New page, set the



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to create a new Child Page, or if pages already exist click on the Add New Page

Page Details tab of the new

Whenever you create a Child Page, it will automatically inherit the template, page


at has Child pages, the existing

inherit the new control. It will have to be added manually to each Child


to be created underneath a single New page, set the


Page Security

Page Security allows you to determine which security roles have access to

the Security icon on the right of that page

View and/or Edit rights to it. See the Security Roles section of this manual for help with Roles.

Changing Page Order

Clicking on the up and down

display onscreen and in a navigation menu.

Security Tab

The Security Tab works just like Page Security, except that the Security Tab sets permissions for the

current page being viewed, as opposed to its child pages.

Exporting Pages

Exporting pages will allow for copying a page or a section of pages in a

method, for importing back into Arena as a duplicate set of pages.

Export button on the Page Details

Figure 8.4 Page Export


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Security allows you to determine which security roles have access to a child

of that page, you can assign the appropriate roles

See the Security Roles section of this manual for help with Roles.

icons in the Child Pages tab changes the order in which the pages

display onscreen and in a navigation menu.


ng viewed, as opposed to its child pages.

Exporting pages will allow for copying a page or a section of pages in a simple browse and click

method, for importing back into Arena as a duplicate set of pages. To export a page, click on the

Page Details tab. This brings up the Export screen, shown in figure 8.


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child page. By clicking

, you can assign the appropriate roles and individuals

See the Security Roles section of this manual for help with Roles.

icons in the Child Pages tab changes the order in which the pages


simple browse and click

To export a page, click on the

xport screen, shown in figure 8.4.


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This popup will show the name of the top page being exported. Special instructions can be added,

which will show during the import process. There will also be a checkbox to include all the child

pages of this page. This allows for groups of pages to be exported, such as the entire Leader

Toolbox. Uncheck if the only this one page should be exported. The Attach Additional Files is for

template, CSS, modules, etc. to be added to the XML file for bulk import.

Click Export once the export is ready. This will prompt to save the XML file.

Importing Pages

Pages can now be imported into Arena by an XML file created by the Page Export process. As one

XML file can contain the information for several pages, only one import is required for a group of

pages. To import pages, use the Page Hierarchy to find the Parent Page that the new pages should

be under, same as creating a new Page, and click on the Child Pages tab. At the bottom, click on

the Browse button. This will open a Windows file browser, where the appropriate XML file can be

selected. Locate the XML file, highlight it, and click Open. This will display the file path in the Import

Page (XML) field.

Click Upload to start the import process.

This will display the contents of the export, showing the main page that is being imported, provide

an option to only import that one page or include all of the pages in the file (if multiple pages were

exported), a details link, and a list of files that will be imported. If the included files are up to date

and present, then the status will show “Skipping – file is up to date”, otherwise, it will warn that the

file will be overridden. Clicking the Details link will show the page hierarchy of the pages to be

imported. Figure 8.5 illustrates the import screen with the details shown for the Contributions page

group.


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Figure 8.5 Importing a Page

Click Import once all options are confirmed to import the pages. There will be a prompt for an

Administrator to the Web Server login, and then the pages, page settings, page details, modules,

and module settings will be imported. Security will inherit from the parent page selected to import

under.

This will then show the Page Details tab of the top page imported, where module settings can be

adjusted, as shown in figure 8.6. It is a good idea to check all the module settings, in case some

page associations were not imported correctly. There will be a small Page Hierarchy above the tabs

so easy navigation around the newly imported pages. This will be present any time this page is

opened in Pages until the next time the Web browser is restarted.

Figure 8.6 Imported Page Module Settings


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26 Portal List

Portals are routing paths that the web.config file in the Arena code folder uses to direct a user to the

proper home page and login. When a person accesses Arena, regardless of his or her location, or

what site he or she is attempting to access, the Web server consults the web.config file as

referenced in Internet Information Services, or IIS. The web.config file has a default portal ID in it.

The Web server then queries the Arena database to determine what page to direct the user to based

on that portal, whether or not the user needs to log in, and what page the Login control resides on.

The default is used if the Web Server cannot determine which Portal to put the user in. However, the

Default Domain field is used to determine the correct Portal. The Portal List allows the

administrator to manage these portals.

Portal List

Upon opening the Portal List page, you will see a list of all current Portals. This list shows the Portal

ID, Portal Name, and Title, as in figure 9.1.

Figure 9.1 Portal List

Clicking on one will open the Portal Details screen, where you can set the parameters of a portal, as

shown on figure 9.2.


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27

Portal Details

Figure 9.2 Portal Details

Portal ID – This is automatically generated by the database when new Portals are created. This is

used in the URL as the destination portal ID to access the correct Portal manually.

Portal Name – This is the name of the Portal.

Portal Title – This is the title of the Portal, this will show in the Browser header bar

Portal Description – This is where a description can be put for the portal.

Portal Notes – Enter notes about this portal here.

Default Page ID - Click the Page Picker button to select the Default page, this is where the

user will be routed to once logged in.

Portal Style Sheet – Choose the default Cascading Style Sheet, or CSS, file, for use throughout

this portal.

Login Page ID – Click the Page Picker button to select a Login page for this portal. All portals

must have their own login page.

Default Domain – Enter the default domain for this portal. This is how Arena will know which portal

to route a user to, based on the URL they entered to access Arena.

Authentication – Choose which Authentication mode this portal will use. Windows Authentication

will use Domain access to grant access to Arena, and will recognize the user based on the Domain

user. Forms access will bypass the Domain, and require the user to log into Arena, using the

username and Password setup in Arena for access.

Click the Update button when finished.


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28 Modules

The Modules area is used to maintain and manage the individual modules used within the Arena site.

When new modules are created, they must be added to this page before they can be added to a

template or page.

Opening the Modules section will show the list of all Modules currently added to Arena. The list

shows the Module Name, the URL, or file path, of the .ascx file for the Module, what pages the

module is used on, and if it can be deleted.

Note: only modules that are not used on any pages can be deleted.

To add a new module, click the Add New Module button at the bottom right. This will open the

Module Details screen, shown in figure 10.1.

Figure 10.1 Adding a New Module

Name – This is the name of the module. This is what will show in Pages when choosing a Module for

a content area.

URL – This is the path to the .ascx file of this module. All .ascx files must be placed in the

/UserControls/ folder of the Arena installation folder. Enter in the path here.

Description – Enter in a description of this module.

Field Hints – if the .ascx file has field hints setup, you can enter in your hints here. These will

appear when hovered over with the mouse pointer when viewing the module on its page.


Exporting/Importing Modules

Modules can also be exported from Arena, similar to Pages. Clicking the Export button will create an

XML file that will contain the contents of the .ascx file and the Module reference for the database.

Modules are imported by using the Browse function at the bottom of the Module List, exactly the

same way Pages are imported. However, only one module can be exported per XML file.

See Appendix F for a complete listing of the modules included with Arena.


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29 Templates

Arena establishes page content layout with Templates. Click on Templates under Administration

to view a list of all templates currently connected to Arena. A template must be referenced here in

order to be used by any page throughout Arena, including all Arena managed websites. The HTML

format of these templates is coded in C#.NET and is saved as an ASP control file (.ascx). You can

create your own template in an HTML editor program. Each referenced template will list in the tree

view on this screen. Figure 11.1 is the default template list.

Figure 11.1 Template List

Click the Add New Template link to connect a new template for use within Arena.

This will bring up the Template Details tab, as shown on figure 11.2

Figure 11.2 New Template


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Template Name – Enter the name of the template.

Template URL – Type the URL path to where the actual file is located. The Arena defaults reside in

the Templates folder of your Arena folder.

Description – Enter a description of the template here.

Click the Update button to save.

Click on your new template in the tree view and a tab view will display, shown on figure 11-3. Each

tab represents a content area of the template. These are defined within the Template file itself.

Templates are assigned to pages from the Pages section of Administration. Once assigned to a page

you can then add the modules, or controls, for that content area on the template tabs. Any content

controls that will be used on all pages that use the template can be added here in the Templates

section as a template default.

Figure 11.3 Content Areas

The customization possibilities are endless. Please consult your local web professional for help in

creating your own templates to use in Arena. If you do not have a local web professional, please

contact your Arena Client Services Representative and they can refer one to you.


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31 Document Types

Documents can now, as of Arena 2008.1, be added to Tags, Small Groups, Person Attributes, and

individual records. This means that forms, images, text documents, scanned images, just about any

file, can be added to Arena and referenced by Group leaders, members of Church staff, and

individuals. In some cases, documents can be used as attachments in Communication e-mails. In

order to add a document to Arena, a Document Type must be setup.

Setting Up a Document Type

The Document Types Manager is where these document types are setup. Click on Document

Types under Administration to open the Document Type Manager and display a list of currently

configured Document Types, as shown in figure 12.1.

Figure 12.1 Document Type List

The Document Type List displays the Document Type name, if the Type is the title, the setup date,

and a security, edit, and delete button. The Contributions document type will be setup by default.

Click the Add New Document Type icon to create a new Type. This will open the Document Type

Details screen, shown as figure 12.2. Clicking on a Document Type name link will also open the

details screen, displaying detail information, displaying the icons, and an Edit button.


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Figure 12.2 Document Type Details

Type Name – Enter a name of this Document Type.

Show on Person Details – Check if this type should be shown on the Person Details screen.

Allow Description – Check if a description can be added to the Document when added.

Use Type as Title – Check if the Document Type should override the document’s file name as the

Title of the document.

Image – Check if the Document will have an image.

Icon (Small) – If the image is checked, enter the file path to the thumbnail image. The source file

must exist in the Images folder in the Arena code folder on the Web Server.

Icon (Large) – If the image is checked, enter the file path to the large image. The file must exist in

the Images folder in the Arena code folder on the Web Server.

Click Update when done.

Note: Icon paths must be the following format: ~/Images/file.ext

Adding a Document to Person Details

To show a document type on the Person Details screen, the type must be connected to a Person

Attribute. To create this, go to Person Attributes under Administration, choose (or create) an

Attribute Group, and click on the Attributes hyperlink to view the current Attributes setup. Click the

Add New Person Attribute button to create a new Attribute. Choose Document as the Attribute

Type, and the attribute details will prompt for a Qualifier value, as shown in figure 12.3.


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Figure 12.3 Document Type Person Attribute

The Qualifier list will show all Document Types that have the Show on Person Details box

checked. Choose the appropriate Document Type, setup the Attribute (for help, see the Person

Attributes section of this manual), and click Update when done.

On the Person Details screen, locate the Attribute Group under which the new Attribute was setup.

Click the Edit link. The Attribute will show there is no Document attached to this record. Click the

Change link to add a Document, shown as figure 12.4a.

Figure 12.4a Adding a New Document

Figure 12.4b shows how the Attribute will show once a document is added. This attribute uses the

Document Type name as the title. Click the Change link to change the Document, or Remove to

delete the Document from this record. Click the Save link when done.

Figure 12.4b Editing an existing Document

Figure 12.4c shows how the Document will show regularly on the Person Details screen. Clicking the

View link will open the document onscreen.

Figure 12.4c Document Attributes on Person Details


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34

Adding a Document to Small Groups or Tags

Documents can also be added to Small Groups and Tags, regardless of setup options in the

Document Type setup. In Small Groups, the Documents tab is only available at the Small Group

level. However, in Tags, the Documents tab is available at all levels in the Tag hierarchy. Figures

12.5a and b show where the tab is located in Small Group details and Tag details, respectively.

Figure 12.5a Documents in Groups

Figure 12.5b Documents in Tags

Click the Add link to attach a Document to a Group or Tab. This opens the Document Browser,

shown in Figure 12.6.

Figure 12.6 Document Browser

Choose the Document Type from the dropdown menu. All Document Types except the default

Contribution type will show.

Enter a Title for the document.

Click the Browse button to locate and select the file.

Click Save when done.


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Figure 12.7 Viewing a Document in Groups or Tags

Figure 12.7 shows how an attached Document will look in the Documents tab. The Document Type

will display as a link if Use Type as Title is checked for the chosen Type, otherwise the file name

will show as the link. The date the document was attached will show next to the Type. The Title set

in the Document Browser will show beneath the link. Click the Edit button to change the attached

document, or the Delete button to remove the document. Click the Add link to add more

documents.


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36 Small Group Structure

As of Arena version 2008.1, the structure of Small Groups can be built and maintained in the Small

Group Structure of Administration. As described in the Arena Reference Guide, Small Groups are

contained within Group Trees, and these consist of levels of Group Clusters. The structure of a

group tree is based on the number of levels a tree has between the highest level and the small

groups themselves. This is governed by the number of Cluster Levels set up for the Cluster Type

chosen for the tree. These are put together by a Category, which controls the various captions for

the Group Details, and also separates group trees for viewing in different pages in Arena.

The Group Clusters and Small Groups are created in Arena under Groups. However, the

Category, Cluster Type, and Cluster Levels are created in the Small Group Structure section

under Administration. At least one Cluster Type must be built before a Group Tree can be created.

Opening the Small Group Structure page will display all the current Categories setup for use within

Arena. By default, there are two categories setup; Groups and Sports, as shown in figure 13.1.

Figure 13.1 Small Group Category List

The list of categories displays the Category ID, the Category Name, the number of Cluster Types per

Category, the number of Groups in the category, a link to the Cluster Types for the category, an Edit

button, an Add New Category button, and an export to Microsoft Excel button.

Note: The Category ID is necessary for several Module Settings which separates the group

trees apart to show in different pages.

Clicking on the edit button will open the details of the Category, or clicking on the Add New

Category button will open the details of a new Category, as shown in figure 13.2.


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Figure 13.2 Small Group Category Details


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The Small Group Structure details screen displays the following fields:

• Name – This is the name of the Category and also the tab name for the Small Group level for all

Cluster Types in this category.

Note: Arena will automatically make this word plural, so make sure the Category name is

singular.

• Group Page ID – Use the page picker button to set the Group Details page for this Category.

• Cluster Page ID – Use the page picker button to set the Group Cluster page for this Category.

• Default Role – Use the dropdown to chose the default member role assigned to people when

added to any group within this Category.

• Use Uniform Number – Choose whether or not to use Uniform Numbers for members of groups

within this Category. This is primarily used for Sport groups.

• Use Area – Choose whether or not to include an Area field to set the Area of a Group separate

from the Area of the Group’s location.

• Allow Bulk Updates – Choose whether or not to allow members and member roles to be set

using the Person Bulk Update for groups within this Category.

• Private History – Choose whether or not group history should only show on the Group Leader’s

history information, or also on the member’s history when the change affects the member.

• Credit as Small Group – Choose whether or not groups within this Category should be

considered a Small Group or not. This determines if the groups will show under Area Statistics.

• Valid Roles – The list of Valid roles is determined by the roles setup under the Small Group

Roles lookup type in Administration > Lookups. Check which roles are available for groups

within this Category.

• Captions – Set the caption text to display for the fields used in Group Details. If no caption is

provided, the field will not display in Group Details.

Click Update when done, or Cancel to end without saving.

Once the Category has been setup, click on the Cluster Types hyperlink to setup Types for this

Category. Opening this page will display the Cluster Type List for the selected Category, as shown in

figure 13.3.


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Figure 13.3 Small Group Cluster Types

This list displays the Cluster Type ID, Type Name, checks indicating if Allow Occurrences and Allow

Registrations are true, which level represents the Region Level, which level Unassigned Registrants

are set in, the total number of Small Groups, Levels, and Group Clusters within each Cluster Type, a

hyperlink for Cluster Levels, an edit, delete, and add button, and an export to Microsoft Excel button.

If any cluster types already exist, click on the edit button to open the details of the cluster type.

Click the Add New Cluster Type button to open the details of a new cluster type, as shown in

figure 13.4.

Figure 13.4 Small Group Cluster Type Details


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Cluster Type Details displays the following fields:

• Name – Enter the name of the Cluster Type.

• Region Name Level – Enter which level will represent the Region name (optional).

• Unassigned Registration Level – Enter the level Unassigned Registrations are placed in

through Add Registrations, pending assignment to a Small Group.

• Allow Registration – Choose whether or not to allow adding people to Groups within this

Cluster Type via Add Registrations.

• Allow Occurrences – Choose whether or not Groups within this Cluster Type can have

occurrences (attendance) recorded for it.

• Relationships – Set the relationship strength between Leaders and Members of Groups within

this Cluster Type, and strength between Members and other Members of the same Group.


Once a Cluster Type is setup, click the Cluster Levels hyperlink to setup the structure of the Cluster

Type. The structure is determined by the number of Levels setup. Clicking on the hyperlink will open

the Cluster Levels List page, as shown in figure 13.5.

Figure 13.5 Small Group Cluster Levels

The Cluster Level list shows the Level Number, Level Name, if the level Allows Groups, if the level

Allows Areas, if level Leaders and Admins are notified when added, the total number of Groups in

the level, and the total number of clusters set for that level, an edit, delete, add button, and an

export to Microsoft Excel button.

Click the edit button to modify an existing level. Click the Add New Cluster Level button to

create a new level, or if there aren’t any levels, click the Add… link.

Either will bring up the Cluster Level details screen, shown in figure 13.6.


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Figure 13.6 Small Group Cluster Levels

Cluster Level Details displays the following fields:

• Name – Enter the name of the Cluster level.

• Level – Enter which level this represents.

• Allow Groups – Choose whether or not to allow Groups at this level of the Cluster Type. Only

the last level should allow Groups.

• Allow Area – Choose whether or not to allow Areas for Group Clusters at this level of the Cluster

Type.

• Notify Leader – Choose whether to send an automated e-mail to Leaders when assigned as a

Leader of a Group Cluster at this level of the Cluster Type.

• Notify Admin - Choose whether to send an automated e-mail to Admins when assigned as an

Admin of a Group Cluster at this level of the Cluster Type.


All Cluster Types must have a bottom level, defined by setting Allow Groups as true. If there is not a

level that allows Groups, a warning will show onscreen until one is created.

Note: Levels should be added in order, starting with Level 0. The more levels that are added

to a Cluster Type, the more levels a Group Tree using that type will have before Groups are

added. Because of this, is it a good idea to have a design in mind for the structure and layout

of Small Groups before creating the Cluster Type.

Now that a Cluster Type exists with Levels, a Group Tree can be created using the new Type.


V2008.1 Released 4/25/2008

42 Peer Network Relationships

Peer Network Relationships are used to show a connection between records by calculating a score for

the record as well as scores for the peer network. The Peer Network will show on the person details

page with the name, score, and up or down trend for the records.

Setup

Two things must be setup prior to using peer network relationships; Peer Types and Arena

Calculate Peers.

Peer Types

The peer types are the stored procedures that run to calculate the individual scores. Clicking on

Peer Types under Administration will open the Peer Type list. Click the Add link to begin setting

up a peer type. Figure 14.1 below gives an example.

Figure 14.1 Peer Type Setup

Name – Enter the name of the Peer Type such as Tag Peers, Tag Owners, Group Leaders, etc.

Active – By default the active box is selected.

Description – Enter a description such as how the Peer Type is used.


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Stored Procedure – Choose a stored procedure from the drop down list to assign to the peer type.

The default stored procedures are shown below with a brief explanation of their intended use. You

will need to set the value for each procedure by default. There is no set value.

peer_sp_calculate_tag_peers Calculates member to member score in a tag based

on relationship strength.

peer_sp_calculate_tag_owners Calculates tag owner to member score in a tag based

on relationship strength.

peer_sp_calculate_group_peers Calculates member to member score in a group

based on relationship strength.

peer_sp_calculate_group_leaders Calculates group leader to member score in a group

based on the relationship strength.

peer_sp_calculate_declining Calculates the declining scores from tags and groups.

Parameters – Enter a description and give the value of the peer type.

Note: The peer types will run in order from top to bottom. If you are using the calculate

declining stored procedure you must make it the last one in the list or it will not calculate any

below itself.

Arena Calculate Peers

The Arena Calculate Peers automation agent runs the stored procedures in the peer types to

generate the scores for each record. The calculate peers agent can be setup to run on a daily,

weekly, or monthly basis. Figure 14.2 below shows an example.

Figure 14.2 Peer Agent Configuration


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Peer Networks for Groups

The peer networks may be setup to function in your groups between leaders to members as well as

members to members of the group.

Relationship Strength for Groups

Setting up the relationship strength for groups is considered an administrative function because this

must be setup on the Cluster Types. This is setup through the Small Group Structure section

under the Administration area of Arena.

1) Go to Administration>Small Group Structure and click on the Cluster Types link.

2) Click the edit button next to the cluster type to set the relationship strength. Figure 14.3

below shows the sliding scale used for the relationship strength.

Figure 14.3 Small Group Peer Strength

3) Once the relationship strength scale has been updated with the desired settings, your leaders

and members in groups will have scores that will show on their person details page. For more

information on this, please refer to the Membership section of the Arena End User Manual.

Tip: Peer Relationships also work in Tags. The same sliders will display when viewing Tag

Details. Please see the Arena End User Manual for more help with setting up Tags.


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45 Payment Gateways

Payment Gateways are created to provide a secure environment for credit card and Automated

Clearing House (ACH) transactions between the Arena website and a merchant that authorizes the

payment. Arena has partnered with Payment Data Systems, or PDS, to set up these Gateway

accounts. PayFlow Pro is the only other option that Arena is designed to work with, however, PDS is

recommended. Payment Gateways assume that the account is already setup with the provider.

Payment Gateways are necessary for Online Giving (Contributions) and Event Registrations to

accept payments.

Opening Payment Gateways will display a list of all currently setup Gateways. By default, there are

none setup. Click the Add link to create one. Once a Gateway exists, click the Add New Gateway

Account icon to add more. Either will bring up the Payment Gateway Details, as shown in figure

15.1.

Figure 15.1 Payment Gateway Setup

Title - This is the name for the gateway account.

Payment Processor – Select which provider service will be used, either PDS or PayFlow Pro.

Process – Select either Credit Card or ACH. ACH is used for automatic bank drafts; the user will

have to provide Bank Account information. Typically the provider will set up both, so separate

Gateways will need to be created for each.

Merchant Account - This is provided by the provider. Enter the Merchant Account number here.

Sub-Merchant Account - This is an alternate Merchant Account number, also provided by the

provider.

User Name – This is the User Name with which to access the Account.

Password - The password of the User account for secure transactions.

Gateway URL - This is the secure URL as provided by the provider for sending and retrieving the

transaction.

Log File - This is a .txt file kept by you for your records. Enter the path here.


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Process Time – Enter the time the provider will process the payments. This is used by

Contributions for batch processing.

Click the Update button to save.

All fields show in the Gateway List except Sub Account, Password, and Log File.


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47 New Fields

Lookups

This section of Administration is used to manage the various lookup tables that are used throughout

Arena. Typically, if there is a drop-down option for a field anywhere in Arena, the options are

determined by the Lookup Values setup in that fields’ respective Lookup Type.

Lookup Types

Clicking on Lookups under Administration will display a list of all Lookup Types that are currently

setup in Arena. Each Lookup Value has to be linked to a specific Lookup Type. Several Lookup Types

will already exist in Arena from initial installation. To view the Values, click on the Lookup Type

hyperlink. To edit an existing Lookup Type, click on the Edit icon to the right. The Delete icon

will remove this Type from the list, providing there are no Lookup Values associated to that Type,

and the Type is not a System Value. Otherwise, to create a new lookup type, click on the Add New

Lookup Type icon at the bottom. Clicking this link will add a new lookup type to the list at the

top, called [New Lookup Type]. Click the Edit button to setup this Type before creating new

Values. Figure16.1 shows the Lookup Type details.

Figure 16.1

ID - This number is created by the database when a new lookup type is created

Lookup Type - This is the name of the lookup type. Current types include: Tag Member Status,

Content Category, and Address Type.

Description - enter what kind of values this type will hold for description purposes.

Qualifiers - Most lookup values can have qualifier to flag the system to perform certain tasks when

that value is used. Typical user created values will not have any qualifiers, but can be used for

reporting purposes to group multiple values together. Enter the title of the qualifier here.

Click Update to save, Cancel to go back without saving, or Delete to remove this type.

Lookup Values

When the Lookup Type hyperlink is clicked, that brings up the

Type. The page header will show which Lookup Type these values are for. The list displays the ID,

Value, any Qualifiers, Active Status, and Foreign Key. The arrows to the right allow for changing the

order the values display. An edit

Note: Certain values are System Values, and cannot be edited or removed.

Click on the Add New Lookup Value

creates a new Value at the bottom named [N

Figure 16.2 shows the details of a new Lookup Value added to the Membership Status Lookup.

Figure 16.2

ID – This number is created by the datab

Value – Enter in the Lookup Value name.

Qualifiers – This particular type has two qualifiers, Area Map Image and Include. In this case, the

Image is the pin for Areas, and Include is used by numerous calculations throughout Arena.

Active – Leave the checkbox checked if this Lookup Value is to be used immediately. Only uncheck

if this value should not be used.

Foreign Key – Only the Arena Sync or modifying the Database will enter a value in the Foreign Key

field.

Click Update to save, Cancel

Change the order the Values list in by using the placement arrows,


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is clicked, that brings up the Lookup Values



and delete icon for each Value displays to the right.


Add New Lookup Value icon at the bottom to add new Values to a Type. This

creates a new Value at the bottom named [New Value]. Click Edit to setup that Value.

2 shows the details of a new Lookup Value added to the Membership Status Lookup.

his number is created by the database when a new lookup value is created

Enter in the Lookup Value name.

This particular type has two qualifiers, Area Map Image and Include. In this case, the


ecked if this Lookup Value is to be used immediately. Only uncheck

Only the Arena Sync or modifying the Database will enter a value in the Foreign Key

to go back without saving, or Delete to rem

Change the order the Values list in by using the placement arrows, and .


V2008.1 Released 4/25/2008

48

created under that



icon for each Value displays to the right.


at the bottom to add new Values to a Type. This

to setup that Value.

2 shows the details of a new Lookup Value added to the Membership Status Lookup.

is created

This particular type has two qualifiers, Area Map Image and Include. In this case, the


ecked if this Lookup Value is to be used immediately. Only uncheck

Only the Arena Sync or modifying the Database will enter a value in the Foreign Key

to remove this value.


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49 Person Attributes

Person Attributes are used to create custom fields for entering and recording just about anything

about a person. Attributes can record several types of data, including numerical values, date values,

and string (text) values.

Attributes are displayed on the Person Details screen (see Person Details under Membership of the

Arena End User Manual for more information).

Attribute Groups

Individual Attributes are grouped together by Attribute Groups. Clicking on Person Attributes

under Administration will show a list of all Attribute Groups. Figure 17.1 shows the default

Attribute Groups that are created upon installation of Arena.

Figure 17.1 Attribute Group List

This list shows the Attribute Group Name, a link for the Individual Attributes within that Group, the

Display Location (on Person Details), whether or not this Group is a System Group (and therefore

not removable), the Security link , placement arrows for ordering the Groups, and the delete link

.

Note: Only Groups that are not System Groups and do not have any Individual Attributes

under them can be deleted.

Click on the Group Name link to open the edit screen for an Attribute Group, which is shown in figure

17.2.

Figure 17.2 Attribute Group Setup

Group Name – This is the name of the Attribute Group.

Display Location – This drop-down menu shows all the available areas on Person Details this Group

and therefore its Individual Attributes will show. As Person Details is separated by four content

areas, Profile, Activity, Attendance, and Personality, these Groups can be p

left, top right, bottom left, or bottom right of any one of these four areas.

Note: While the Attribute Groups always show on Person Details (for users who have rights to

view them), Individual Attributes with no values will not


To create a new Attribute Group, click the

This opens the Edit screen for the new Group.

System Group.

Clicking the Security link will open a screen to setup which users and Security Roles can view and

edit these Attribute Groups on Person Details.

Note: If a user is allowed to enter values for the Individual Attributes, their role must have

Edit rights to the Attribute Group.

Changing the order the Attribute Groups display on this list affects the order they display in their

section of Person Details as well. Use the placement arrows,

down.


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This is the name of the Attribute Group.

down menu shows all the available areas on Person Details this Group


areas, Profile, Activity, Attendance, and Personality, these Groups can be placed in either the top

left, top right, bottom left, or bottom right of any one of these four areas.


view them), Individual Attributes with no values will not show.

To create a new Attribute Group, click the Add New Attribute Group icon

This opens the Edit screen for the new Group. A new Attribute Group will not be

will open a screen to setup which users and Security Roles can view and

edit these Attribute Groups on Person Details.


Attribute Group.


well. Use the placement arrows, and , to move attributes up and


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50

down menu shows all the available areas on Person Details this Group


laced in either the top


at the bottom right.

ew Attribute Group will not be considered a




to move attributes up and


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Individual Attributes

Click the Attributes link next to an Attribute Group Name. This will show the list of Individual

Attributes under that Group. Figure 17.3 shows the Attributes for the Member Path Group.

Figure 17.3 Person Attribute List

The list from Figure 12-3 shows the Attribute Name, Type, Qualifier (for Lookup Type), Visibility

status, Read Only status, Required flag, System Attribute, the Security link , placement arrows for

ordering the Attributes, and the delete link .

Note: Same as for Attribute Groups, Attributes that are System Attributes cannot be deleted.

Click the Attribute Name link to edit an Attribute. This displays the Attribute Details, as shown in

Figure 17.4.

Figure 17.4 Attribute Setup

Group – This is the Attribute Group this Attribute is

Attribute to a different Attribute Group.

Name – Enter the name of the Attribute, such as How Received, Uniform Size, Background Check,

etc.

Type – Choose the type of field to display for the detail of this Attribute. The o

Integer – a numerical entry

String – a text entry, the user can enter anything

Date/Time – date field with calendar lookup

Lookup – this uses options defined in a Lookup Type (see the

manual). Choosing this opens the Qualifier field, where this Attribute is linked to a specific

Type. The Lookup Values

Details

Yes/No – a checkbox which can be checked (yes) o

Decimal – numerical entry that accepts decimals

Currency – additional numerical entry that accepts decimals

URL – the value here will display as an HTTP link which will open

link

Document – links a file to th

Visible – Checking this will display this Attribute on the Person Details page.

Read Only – This Attribute cannot be changed and is not included as an editable item.

Required – The record cannot be saved


To create a new Attribute, click the

click the Add New Attribute icon.

set. A new Attribute will not be considered a System Attribute

Clicking the Security link will open a screen to setup which users and Security Roles can view and

edit these Attributes on Person Details.

Changing the order the Attributes display on this list affects the order they display on Person Details

as well. Use the placement arrows


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This is the Attribute Group this Attribute is assigned to. Changing this will move this

Attribute to a different Attribute Group.

Enter the name of the Attribute, such as How Received, Uniform Size, Background Check,

Choose the type of field to display for the detail of this Attribute. The options are:

a numerical entry

ry, the user can enter anything

date field with calendar lookup

this uses options defined in a Lookup Type (see the Lookup Types


Lookup Values under that type display as options for this Attribute in

a checkbox which can be checked (yes) or left unchecked (no)

numerical entry that accepts decimals

additional numerical entry that accepts decimals

the value here will display as an HTTP link which will open a new web browser to that

links a file to the attribute, thus to the record

hecking this will display this Attribute on the Person Details page.

This Attribute cannot be changed and is not included as an editable item.

he record cannot be saved or updated unless this field is populated.

To create a new Attribute, click the Add link to create a new attribute, or if attributes already exist,

icon. This will bring up the Details screen where the values can be

considered a System Attribute.


edit these Attributes on Person Details.


as well. Use the placement arrows, and , to move attributes up and down.


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52

. Changing this will move this

Enter the name of the Attribute, such as How Received, Uniform Size, Background Check,

ptions are:

Lookup Types section of this


under that type display as options for this Attribute in Person

r left unchecked (no)

a new web browser to that

This Attribute cannot be changed and is not included as an editable item.

ed.

link to create a new attribute, or if attributes already exist,

This will bring up the Details screen where the values can be



to move attributes up and down.


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53 Relationship Types

Relationship Types allow the user to show a relationship between two records in Arena that

otherwise have no connection. Some common uses would be Grandparent to Grandchild, Aunt or

Uncle to Niece or Nephew, or Shepherd to Sheep. Clicking on Relationship Types under

Administration will display a list of all Relationships and their inverse, as shown in figure 18.1.

Figure 18.1

Click the Relationship link to edit the Type, or click the Add link to create a new Relationship Type. If

a Relationship Type already exists, click the Add New Relationship Type icon to add more.

Relationship Types have to be created in pairs, so each side of the Relationship has to be created for

this to function.

Figure 18.2 shows the setup screen for a Relationship Type.

Figure 18.2 Relationship Type Setup

Relationship – Enter in the name of this Type.

Inverse Relationship – Choose the Type for the Inverse. This type must already exist to show in

the drop-down list.

Note: the very first relationship you enter will have no values for an Inverse Relationship, and

the drop-down list will be truncated. After at least one Relationship Type is created, it can be

selected as an Inverse Relationship to the new entry. As the Relationship pairs are created,

the inverse is populated automatically when set by either, so when the first Type is created

for each pair, leave the inverse value blank. Once the inverse is set for the opposite side of

the pair (the first value created for this pair), the inverse will be set for both Types. Each

Type can only have one Inverse.


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54

Click the Update button when finished.

Once the Inverse Relationship is saved, the Relationship Types page will display both relationships

with the corresponding inverse relationship.

To place a relationship type on a record, please see the Person Details section under Membership

of the Arena End User Manual.

Campaigns

The Campaigns section of Administration is where Calling Campaigns are setup. Clicking on

Campaigns will open a list of all currently setup Campaigns.

campaigns, so one will have to be created before viewing the list by cl

create a new Campaign called [New Campaign]

Campaign, as in figure 19.1.

Figure 19.1 New Campaign Setup

Name – This is the name of this Campaign.

Description – Enter in a description of what this Campaign is for.

Active – Checkmark Active if this Campaign will be currently Active.

Click Update to save, Cancel

Once a campaign exists, the list will show the

icon , and Delete icon , as shown in f

create a new campaign now that one exists, click the

Figure 19.2 Campaign List

Clicking on the Campaign Name link

the campaign.

Figure 19.3 Campaign Statistics

After the campaign has been created,

Bulk Update utility under Membership. See Person Bulk Update in the Membership section of the

Arena End User Manual.


V2008.1 Released 4/25/2008


will open a list of all currently setup Campaigns. By default, there will not be any

campaigns, so one will have to be created before viewing the list by clicking the

[New Campaign]. Click on the Edit link on the right to setup the

This is the name of this Campaign.

Enter in a description of what this Campaign is for.

Checkmark Active if this Campaign will be currently Active.

to go back, or Delete to remove this campaign

a campaign exists, the list will show the Campaign Name, Description, Active Status, the Edit

, as shown in figure 19.2. Click Edit to change any of these fields. To

create a new campaign now that one exists, click the Add New Campaign

link will display the current statistics and any outstanding notes of

After the campaign has been created, people to call are added to the Campaign by using the

utility under Membership. See Person Bulk Update in the Membership section of the


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55


By default, there will not be any

icking the Add link. This will

on the right to setup the

this campaign.

Campaign Name, Description, Active Status, the Edit

to change any of these fields. To

icon.

will display the current statistics and any outstanding notes of

people to call are added to the Campaign by using the Person

utility under Membership. See Person Bulk Update in the Membership section of the


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56 Custom Field Groups

Custom Field Groups are used to create optional fields to be used in the Events Registration

process. These fields are added by the Custom Field Groups they are contained in. Therefore, when

a Field Group is added to the Event Registration setup, all the Fields within that Field Group are

available. (see Event Tags under Tags in the Arena End User Manual for more information)

Custom Field Groups

Clicking on Custom Field Groups will display all the Field Groups already created. By default, there

are no Field Groups created during install, so click the Add link to create the first Field Group. This

will generate the Custom Field Group List, which shows the Group Name, the Number of Fields

within, Category, Active Status, the Edit link , and Delete Link , as shown in figure 20.1.

Field Groups that have any Custom Fields within it cannot be deleted.

Figure 20.1 Custom Field Group List

Once a Field Group is created, click the Add New Field Group icon to add new Field Groups.

Creating a new Field Group will show a New Field Group link.

Click the edit link to modify the new Field Group. The list will change to allow editing, as figure

20.2 illustrates.

Figure 20.2 New Field Group Setup

Group Name – This is the name of the Field Group.

#of Fields – This is set dynamically as Custom Fields are added to the Group.

Category – Choose the category where the custom field group resides. This drop-down list is

populated by the Lookup Values of the Custom Field Module Category Lookup Type.

Active – Mark the checkbox checked if this Field Group available for use.

Click Update to save, Cancel to go back without saving, or Delete to remove this Group.


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57

Custom Fields

To add the Custom Fields to a Custom Field Group, click the Group Name link. This will bring up the

list of all Custom Fields under this Field Group. This list shows the Field Label, Field Type, Visible

Status, Required Flag, Read-Only flag, Auto Fill flag, Show on List flag, placement arrows for

ordering the Attributes, and the delete link .

Click the Add link to add the first new Custom Field, or click the Add New Custom Field icon

once a Field already exists. Either will open the Field Details screen, shown in figure 20.3.

Figure 20.3 New Custom Field

Label – This is the name of the field, which will display on the registration form.

Label Location – Choose where the name of the field will display in relation to the field. There are

four options, Left, Right, Top, and Bottom.

Field Type – Select the Type of field. The options are:

Checkbox – places a checkbox for each value added in the Value field. Any or all of the

checkboxes can be chosen. Enter the values separated by commas.

Radio – places a radio button for each value added in the Value field. Only one radio button

can be selected at a time.

Dropdown – places a drop-down list populated with each value added in the Value field.

Textbox – places a text box on the form. The text box will allow 255 characters.

Date – places a date field with a calendar button.

Separator – places a solid line into the form to separate two areas.

Static – any text placed in the Value field is included as static text.

Address – places Street, City, State, and Zip fields on the form.

Size – This is not actually an option, it is an indicator that Rows and Pixels Wide determine the Field

Size for textboxes.

Rows – This option is only when the Field Type is Textbox. This allows for word wrapping for the

number of rows entered.

Pixels Wide – This option is also only when the Field Type is Textbox. This is how wide the field box

will be.


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58

Value(s) – Depending on the Field Type chosen, you may be required to enter a value for the

choices presented. Field Types that require this are checkbox, radio, dropdown, and static. These

values are comma delimited for multiple values.

Visible – Check this to make the field display on the Registration screen.

Required – Check this to ensure that any registration form using this group of fields is on cannot be

completed if any Required field is left blank.

Read Only – Checking this will make the field display as a disabled field (grayed out).

Enable Auto-Fill – If the field can be populated by information on a person’s record, this checkbox

enables the field to be auto-populated with those values.

Show on List – Checking this will make the field display on the Registrant List control.



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59 Operations

System E-mails

System E-mails

System E-mails are custom e-mails that may be setup for use with certain modules and agents

within Arena. A listing of the system e-mails along with a brief description of each is provided below.

In order for the system e-mails to be sent, the receiving information on each must be filled out and

saved.

System E-mail Description

Advanced HTML Sends system e-mail when the Advanced HTML module is modified.

Agent | Birthday Sends system e-mail when the Arena Send Birthday E-mails

automation agent is run.

Agent | Daily E-mail Sends system e-mail when the Arena Daily E-mail automation agent

is run.

Agent | Group Leader

Registration

Sends system e-mail when the Arena Small Group Registrations


Agent | Group Member

Registration

Sends system e-mail when the Arena Small Group Registrations


Agent | Serving Reminder Sends system e-mail when the Arena Serving Reminder automation

agent is run.

Agent | Voice-mail

Notification

Sends system e-mail when the Arena PBX Voice-mail automation

agent is run.

Classified Approval Sends system e-mail when a classified ad is approved.

Login Request Sends system e-mail when new account request module is used.

Merge Person Request Sends system e-mail from merge persons control when role with no

edit access requests to merge records.

Mission Trip Contribution Sends system e-mail once a mission trip payment is made through

online giving.

Newsletter Sends system e-mail to Newsletter subscribers with a link to the

newest newsletter.

Online Giving Contribution Sends system e-mail once payment is made through online giving.

Password Request Sends system e-mail once password request is made using Request

Login Information module.

Prayer Request | Comments Sends system e-mail when the Arena Process Prayer Requests


Prayer Request | Expire No

Renewal

Sends system e-mail when the Arena Process Prayer Requests



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60

Prayer Request | Expire With

Renewal

Sends system e-mail when the Arena Process Prayer Requests


Small Group Locator Sends system e-mail when request is submitted through the Small

Group Locator.


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61 Report Registration

Report Registration connects a report from Report Services allowing it to be run using the results of

a List selection. (see Lists under the Membership section of the Arena End User Manual for help with

Lists.)

Before a report can be registered for use in Lists, it has to be created and in use by Report Services.

To see what reports are already created in Report Services, click on Reports in the appropriate

section of Arena, or navigate to http://<reportservername>/Reports.

Opening Report Registration will display a list of Reports currently registered within Arena for use

with Lists, shown as figure 22.1. This list shows the Report Name, the Path, the Definition File name,

and a delete link . There are no reports registered by default when Arena is installed.

Figure 22.1 Registered Report List

To add the first report, click the Add link. Once a report is registered, click the Add New

Registration icon to register more. This will bring up the Registration page, as shown in figure

22.2.

Figure 22.2 Registration Page

Name – This drop-down list is populated by all the reports that exist in Report Services. Choose

which report is being connected.

Path – This is dynamically changed by choosing the name. The path is the Report path.

Definition File – Choose which List type (which is populated by the .XML file listed here) this Report

will be run from.

Field Hints are not used in this version of Arena.

Click Update when done.

Note: Not all reports are configured to work with Lists. Please consult your Arena Client

Services Representative for additional assistance.


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62 Exceptions

When Arena encounters an error, an Exception is generated. Most exceptions will show onscreen

when they occur. Any exception that is displayed on screen is also e-mailed to Arena Support.

However, some exceptions, like Access Restrictions, do not display.

All exceptions are listed in the Exceptions section. All errors are displayed in reverse date and time

order. Clicking on the Name of the exception, which is actually the number, will open a new window

with the original error and details. When contacting Arena Support, you may be asked to access this

area.

Refresh Cache

When changes are made to the Arena site, whether they are the addition of pages or adding

modules to existing pages, the cache may need to be updated in order for the changes to show on

the effected page. In some rare instances, the browser may also be required to be reopened for the

changes to take effect.

Clicking Refresh Cache will redirect the browser back to the Arena homepage with a

“?RefreshCache=True” call in the URL.


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63 Reporting

Lists

Lists in Administration functions the same as Lists in Membership, except these lists are created for

Administrative purposes.

Please reference the Lists section of Membership in the Arena End-User Manual for help in creating

a new List report.

List Sorting Options

While a powerful tool, Lists in Arena can become cluttered and difficult to navigate when a large

number of Lists are saved and regularly used. Arena has two functions which help to keep lists

neatly organized and easily accessible: List Categories and Public/Private Lists.

List Categories

When creating a new list or by editing an existing list, the user can assign a specific category value

to the list. This can be used to sort and filter the List view, making it much easier to manage a large

number of lists. Figure 25.1 shows the category selection area on the first step of creating a new list

or editing an existing one.

Figure 25.1 List Category Dropdown

These category values are defined as Lookup values for the lookup type “List Categories” (for more

information on lookups, see Lookups elsewhere in this manual). Arena includes a Default category

value, and allows you to configure the specific categories required by your ministries. Users can then

sort the Lists view by category, as shown in Figure 25.2.


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64

Figure 25.2 List Categories

Public/Private Lists

Another list sorting option is the Public/Private lists function. This function allows an administrator to

set a Lists page to only show lists created by the current user. It can be a separate page from the

Public lists page, allowing the use of shared lists on a Public List page and the separation of personal

lists on a Private Lists page. This functionality used in addition to List Categories, allows users to

maintain a very organized set of Lists.

To set a list module to only display lists created by the current user, follow these steps:

1) Navigate to Administration �� Pages

2) Navigate to the page that contains your list module, either List Reports or Report Lists.

3) Select the Main Content tab to view the modules on this page.

4) Select the appropriate module, and select the correct option as outlined here:

a. For the List Report module shown in figure 25.3, set the PublicReportList value to False.


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65

Figure 25.3 List Report Module Settings

b. For the Report List module shown in figure 25.4 below, set the Filtered By Current User

value to True.

Figure 25.4 Report List Module Settings


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66 List Controls

The List Controls area allows an administrator to select the specific criteria and criteria categories

that are available for each type of List. An administrator can also use this to enable or disable

specific attributes for use in different types of lists.

Figure 26.1 below shows the available criteria groups which can be enabled or disabled by selecting

the Enable checkbox for each criteria group.

Figure 26.1 List Controls Criteria Groups

To enable or disable a criteria group for a List type, follow these steps:

1) Navigate to Administration �� List Controls.

2) Click the Edit button for the List type you wish to modify.

3) Select the appropriate Enable checkbox for the criteria group you wish to enable or disable.


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67

Figure 26.2 shows the individual criteria within a selected criteria group which can be enabled or

disabled by selecting the Enable checkbox for each criteria.

Figure 26.2 List Control Criteria

To enable or disable a specific criteria for a List type, follow these steps:

1) Navigate to Administration �� List Controls.


3) Click the Edit button for the criteria group containing the specific criteria you wish to enable

or disable.

4) Select the appropriate Enable checkbox for the specific criteria you wish to enable or disable.


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68 List Merge Fields

The List Merge Fields define which available fields must be included in the final output of the list

whether they are selected by the user or not. Any time a field is used in a merge document, that

field should be selected in this control to ensure that any list can be merged with that document.

Typically you will only select additional fields to be required, as selected fields in this control

should only be done if all merge documents using those fields have been removed.

Figure 27.1 List Merge Fields

To select a field to be required for a new merge document, follow these steps:

1) Navigate to Administration �� List Merge Fields.


3) Click the Edit button for the table the field is selected from.

4) Check the Required checkbox for the field you are using in your new merge document.


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69 Reports

The Reports area has identical functionality to the Reports section in Membership. No default

reports for Administration are included in the default Arena installation, however any custom reports

deployed to the Arena/Administration folder of your Report Services will display here. See Reports in

under the Membership section of the Arena End User Manual for information on using custom

reports, the Reports section of the Arena Reference Guide for information on creating and deploying

custom reports, or visit http://community.arenachms.com/ for more information.


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70 Appendices

Appendix A – Organization Settings

Setting Name Description

1st Day of Week Score

Score for automatically entering a user into a Small Group based

on the 1st Choice Day of Week in Add Registrations. This is

added to the total for determining the "best fit".

2nd Day of Week Score


on the 2nd Choice Day of Week in Add Registrations. This is

added to the total for determining the "best fit".

Active Meter Chart Duration The duration (in years) to populate the active meter history chart

on the person details page.

AD Domain The name of the local Active Directory domain.

AD ID Attribute ID Attribute to access Active Directory.

AD Server The name of the Active Directory Server.

Area Score


on their address. If the person lives in the same area as the Small

Group location, this score is added to the total for determining

the "best fit".

Available Slots Score


on their search criteria. If the Max Member size has not been

reached, this score is added to the total for determining the

"best fit".

Birthday E-mail HTML code for the Birthday e-mail sent by the Birthday Agent.

Bulletin Days Pipe (|) delimited days that the bulletin is created. 0 = Sunday, 1

= Monday, etc.

Bulletin Options Pipe (|) delimited list of available checkbox options for Bulletin

Promotions.

Business Directory E-mail In-house recipient e-mail to send a new business directory entry.

Business Directory Expire Days Number of days before a business directory entry expires.

Check In Allow Overlapping Checkin

True / False setting allowing people to check in to multiple

events at one time if true. If False, the person must wait until

the overlap threshold time before checking into a different

event.

Check In Overlap Threshold

Used if Check In Allow Overlapping Checkin is false. Number of

'grace minutes' for overlapping check ins based on the End Time

of an Attendance Type's Frequency.

Check In URL Check-In Server URL address.

Classified Approval E-mail HTML setup of the e-mail sent to the Classified E-mail recipient.

Classified Approval Page Link to create in the Classified e-mail to the Classified E-

mail person to the approval page.

Classified E-mail E-mail address of the person responsible for classified ads.

Classified Expire Days Number of days before a classified ad expires.


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71 Close Age Range Score


on their age criteria. If the user's age falls within the age range of

the small group, this score is added to the total for determining

"best fit".

Computer System Image Path The path to the computer system images.

Critical Profile Days The number of days that a prospective volunteer has not

had their tag member status updated, placing them in

critical status. This changes the flag from yellow to red.

Daily E-mail

HTML of the daily e-mail sent to the members of a specific Tag

that lists today's Birthdays and critical Serving Tag information.

Sent by Daily Agent.

Default Max Members The default number of members in a small group.

Delete Merged True / False setting for retaining the original records after

merging records together.

Distance Score 0 to 1 Mile


on their search criteria. If the user's address is less than or equal

to 1 mile away from the small group leader, this score is added to

the total for determining "best fit".



on their search criteria. If the user's address is between 1 and 2

miles away from the small group leader, this score is added to












Distance Score 4 Plus Miles


on their search criteria. If the user's address is more than 4 miles

away from the small group leader, this score is added to the total

for determining "best fit".

DS Password Password to use for the DesertSoft (StrikeIron) web service for

address standardization.

DS Timeout Timeout period to use for the DesertSoft (StrikeIron) web service

for address standardization.

DS Username Username to use for the DesertSoft (StrikeIron) web service for

address standardization.

DS Version Version of the DesertSoft (StrikeIron) web service for address

standardization.

E-card card address* URL of the Card View page

E-card recipient e-mail subject* Subject line of the e-mail sending the card

E-card recipient e-mail text* Message body of the e-mail message received

E-card recipient e-mail text alt* Plain text version of the message body of the recipient e-mail


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72

E-card sender e-mail subject* Subject line of the e-mail the sender will receive

E-card sender e-mail text* Message body of the e-mail the e-card sender will receive.

E-card sender e-mail text alt*

Plain text version of the message body of the e-mail the sender

will receive.

E-card sender from address* Default sender e-mail address

E-card sender open notification* Open notification body text

E-card sender open notification alt* Plain text version of the Open Notification e-mail

E-card sender open subject* Subject line of the Open Notification e-mail

E-card use header*

True / False value to determining if the default Organization's

header and footer is used.

E-card Sample Message Text for the E-Card message when viewing the example Card.

E-card Sample Sender E-mail E-nail address of the E-Card sender when viewing the example

Card.

E-card Sample Sender Name Name for the E-Card sender name when viewing the example

Card.

E-mail Batch Size Number of e-mails per batch for throttling.

E-mail Log Path Local path on the web server for storing the e-mail log.

E-mail Pause The time (in milliseconds) to pause between batches of bulk e-

mail.

ESRI Datasource The ESRI Dataset to use

ESRI Password Password to use for the ESRI web service for geocoding.

ESRI Timeout Timeout period to use for the ESRI web service for geocoding.

ESRI Username Login to use for the ESRI web service for geocoding.

Event Confirmation Default HTML for the automatic e-mail sent to confirm E-registrations.

Sent by Agent.

Event Eticket Barcode Placement (top left position, width, and height) and font

information for the Barcode placement on the Eticket pdf file.

Event Eticket Event Name

Placement (top left position, width, and height) and font

information for the Event Name field placement on the Eticket

pdf file.

Event Eticket Location


information for the Location field placement on the Eticket pdf

file.

Event Eticket Person Name


information for the Person Name field placement on the Eticket

pdf file.

Event Eticket Start


information for the Start Time field placement on the Eticket pdf

file.

Event Profile Title The title to use for Event tags.

Event Reminder Default HTML for the automatic e-mail sent as reminder of an Event.

Sent by Agent.

Event Standard Eticket Filename of the default Eticket.


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73 Exact Age Range Score


on their age criteria. If the user's age is in the age range of the

small group, this score is added to the total for determining the

"best fit".

Exception Recipient E-mail address of an alternate recipient that should receive

exceptions if the web.config is blank and Send Exception is True.

Exception User Agent Ignore Semicolon delimited list of agents to ignore when an exception

occurs.

Generic Female Image GUID GUID for the generic female image.

Generic Male Image GUID GUID for the generic male image.

Geocoding Service The Web Service to use for Geocoding all addresses (Valid values

are "None" and "ESRI").

Group Locator E-mail The default e-mail for the small group locator. If the

administrator's e-mail is empty this e-mail will be used instead.

Mapping Service The Web Service to use for retrieving maps (Valid values are

"None" and "ESRI").

Marital Preference Score


on their marital preference criteria. If the user's marital

preference matches the groups’ marital preference, this score is

added to the total for determining "best fit".

Merge Request Recipient The e-mail address of the person to receive the merge person

requests.

Minimum Group Match Score

The minimum score that a person registering for a small group

must meet before being automatically registered in that group.

Used by the Add Registration module.

Ministry Profile Title The title to use for Ministry tags.

Newsletter Title Title for the newsletter.

Online Giving Confirmation E-mail HTML Formatted E-mail to be sent on confirmation of an Online

Giving contribution

Organization E-mail The default e-mail address that will be used to send Arena

generated e-mails from.

Organization E-mail Footer Optional footer for the e-mails sent through Arena to use.

Organization E-mail Header Optional header for the e-mails sent through Arena to use.

Organization E-mail Name The sender name that will be for Arena generated e-mails.

Personal Profile Title The title to use for Personal tags.

Prayer Request Comment E-mail HTML of the e-mail sent to the prayer requester when comments

are entered on their prayer.

Prayer Request Days Active Numeric value of the number of days a prayer request is to stay

active after entry.

Prayer Request Expire E-mail No

Renew

HTML E-mail notifying the prayer worker that the prayer request

is about to expire with no renew option

Prayer Request Expire E-mail With

Renew

HTML E-mail notifying the prayer worker that the prayer request

is about to expire with the renew option

Prayer Request Renewals The number of times a prayer request can be renewed.

Process Library URL The URL for the help text about processes on a CPU in computer

management.


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Profile Title The title to use for tags.

Rejected Transaction E-mail List of e-mails for the Rejected Transaction Report to be

sent. Separated by semicolons (;).

Report Path The folder that contains the Arena reports in Reporting Services

Report Server Login Login for all users to access reporting services.

Report Server Root The root folder of Reporting services that contains the Arena

reports.

Report Server URL URL of the reporting services server.

Security Lock Account Duration

Minutes

How many minutes the user's account will be locked for if the

[Security Lock Account Threshold Count] is reached.

Security Lock Account Threshold Count

The user's account will be locked after this many unsuccessful

login attempts within [Security Lock Account Threshold Minutes]

minutes. Set to 0 to disable the locking feature.

Security Lock Account Threshold

Minutes

The user's account will be locked after [Security Lock Account

Threshold Count] unsuccessful login attempts within this many

minutes

Security Password Strength

Description

Description of password strength requirement defined in

[Security Password Strength Regex]. e.g., 'Password must be

between 5 and 30 characters long and must contain at least one

digit'.

Security Password Strength Regex Regular expression that defines how strong passwords must be.

Leave blank for default (5-30 characters and at least one digit).

Send ALERT True / False value to tell the system if the exceptions should be

sent automatically to Arena via the A.L.E.R.T. tool.

Send Exception

True / False value to tell the system if the exceptions should be

sent automatically to the Exception Recipient in the web.config

file or in the Exception Recipient (if web.config is blank)

Serving Profile Title The title to use for Serving tags.

Small Group Registration Leader Notify

Body

HTML Message body of the e-mail the Small Group Leader will

receive for Small Group Registration notifications

Small Group Registration Leader Notify

Subject

Subject line of the e-mail the Small Group Leader will receive for

Small Group Registration notifications

Small Group Registration Notify Body HTML Message body of the e-mail sent to the Small Group

registrant upon completing registration.

Small Group Registration Notify

Subject

Subject line of the e-mail sent to the Small Group registrant upon

completing registration.

Small Group Title The title for the Small Groups

SMTP From Domain The domain that all e-mails sent through Arena will be sent from.

SMTP Password The password of the SMTP Username for the mail server Arena

will use to send e-mails.

SMTP Server The server name of the SMTP Mail server for Arena to send e-

mails through.

SMTP Username The username for accessing the SMTP server Arena will use to

send e-mails.


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75 Use Group Areas

Flag indicating if areas are being used in Small Groups. This will

control whether a person's area or region is displayed on various

controls.

Use Group Type

True / False setting for using either Cluster Types or Small Group

Type Lookup Values in the Add Registration module. These are

also used in Small Group Details for the Type, but that is not used

by Registrations.

Use Shelby v5 Contributions True / False setting for connecting Arena Online Giving /

Contributions to Shelby v5 Contributions.

Warning Profile Days

The number of days that a prospective volunteer has not

had their tag member status updated, placing them in

warning status. Between one day to this setting, a green

flag is displayed. After this number of days a yellow flag

will be displayed.

XML Report Path Path to the xml files used in Lists.

Zip Code Score


on their address criteria. If the user's zip code matches the

group's zip code, this score is added to the total for determining

"best fit".

*For E-Invites, add copies of the E-Card keys but use e-invite instead, i.e. e-invite_recipient_e-mail_text.

Also, if Content Categories are used in E-cards and E-invites, the default settings here assume there are no Content

Categories used. Organization settings

for Content Categories are specific per Category, so to enable settings by Category, add the Category name after the

Key, remove any spaces and punctuation

of the Category, i.e. e-card_recipient_e-mail_text_allchurch (where the Content Category is All Church).


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76 Appendix B - Arena Database Automation

Much of the data can be updated automatically. Arena already comes with much of the automation

capability already ready to go, out of the box. Nearly anything else can be set to update

automatically via functions that Microsoft SQL Server already has in it. There are four methods that

the database can be affected automatically: Agents, Metrics, SQL jobs, and Triggers.

Agents

The Arena Agents handle the bulk of automatic data processing for the Arena database. Many

Agents send e-mails to various recipients, but several Agents directly affect the database. The

Agents that do this are:

• Active Directory Sync – This Agent synchronizes User passwords to the Active Directory. The

Active Directory Configuration must be set under Administration in order for this Agent to

function. If the Agent finds the same username in the Active Directory that is in the Arena

database, the user’s password will change in Arena to match the Active Directory password.

• Classified Cleanup – This agent removes Classified Ads off the website once they have been

displayed for a set number of days.

• Computer Audit – This agent is heavily dependent on specific hardware configurations, but it

searches the Domain the web server is part of for other computers. It is capable of listing all the

computers on the Domain, along with hardware and software specifications about those

computers.

• E-mail Cleanup – This agent utilizes a POP3 (Post Office Protocol) e-mail account to inactivate

e-mail addresses that have are invalid. This is determined by a mailer return to the POP3

account.

• Process Geocoding – This agent automatically uses ESRI and StrikeIron/Satori to determine

the geographic location of all addresses in the database. It also standardizes the postal code.

This speeds up the loading time of Person Detail records, as records are “Geocoded” when

opening if they have not already been processed.

• Process Mail Queue – This agent separates Communications in batches and submits automated

e-mail notifications to the SMTP server on the domain.

• Process Critical Serving – This agent sets the Serving Tag Member critical status based on the

length of time that has passed since being contacted.

• Health Meter – This agent executes a Stored Procedure in the Arena Database,

core_sp_update_activity_meter, which uses multiple criteria to determine an “Activity Score”

for an individual. This value is kept over time, to determine trends for a record.

• Process Metrics – This agent executes all Collection SQL statements configured for Metrics,

to get the Metric Score.

• Process Prayer Requests – This agent processes the current status of Prayer Requests, and

sends the automated e-mails to the Prayer submitters.

• Small Group Registrations – This agent processes automatic Small Group registrations

submitted through an Arena powered website.


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• Role Sync – This agent adds individuals to Security Roles based on Role Sync Sources. It also

adds logins to records that do not have a login. In addition, an e-mail is sent to the user

providing that Notify is checked in the details of the Security Role.

• Process Historical Contributions – This agent submits Repeating Payments to the Payment

Gateway Providers and also retrieves Processed Contribution Data from the Gateway provider

for finalization and Batch Processing in Contributions.

Agents are configured in the jobs.config file located in the Arena Automation Agents folder

installed on the web server. A service, Arena Automation Agents, is installed on the web server as

well, which actually processes all the agents.

Tip: If the service will not start, or the expected data changes do not occur, check the Event

Viewer on the Web Server for possible causes.

Metrics

Metrics, as covered in the Membership section of the Arena End-User manual, are used calculate

counts and other data over time. The condition of a Metric is that it can only handle counts, such as

“How many Groups are led by people in Serving Tags” or “How many people joined the Church in the

last 7 days”. Metric values are gathered in one of two ways, either manually or by SQL Collection

Statement.

Manually

Entering Metric data is done at the same place the Metric is setup, in the Metrics section under

Membership. This is done by clicking on the desired Metric to add the value for, and clicking on

Display Metric Values. Click on the Add New Metric Item button to create a new Value. Click the

Edit button on the new Metric Item line to change the value, date, and add any notes about that

particular value. Click the update checkmark when done.

SQL Collection Statement

If the Metric has a Collection SQL statement, then no manual work is required. The Process Metrics

agent will run the SQL statement and provide the Metric Value. The previous value is automatically

stored historically.

Note: SQL collection statements must only return an integer value, so it is recommended that

these scripts return counts of selected criteria only.


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SQL Jobs from Stored Procedure

Stored Procedures are scripts installed in a database that update or retrieve information when called,

meaning that a user does not have to create or run a script, they merely have to execute the stored

procedure. In addition to the Arena application, Report Services can also use stored procedures to

retrieve the information displayed on a report.

The SQL Server Agent also uses stored procedures by utilizing SQL Jobs to execute them. SQL

jobs are useful because they are run on the database level, meaning that only the SQL server is

used to run the script(s).

In order to determine if something in Arena can be modified via stored procedure, it has to conform

to two criteria. First, can the intended data be updated in SQL? Second, can a query isolate exactly

what must be updated, to ensure that the proper data is modified?

For example:

“New records are added to Arena with a specific Member Status of ‘Guest’. Once those people have

at least 3 attendance records over 3 different weeks, they are changed to “Members”. This is a time

consuming process to update these people, so can it be handled automatically?”

Yes it can, since a SQL script can update the member status (first criteria), and the records to

update can be isolated (“guest” member status and 3 attendance records with different dates,

second criteria).

So, the stored procedure must accomplish two things: Get the records to be modified, and modify

them. Once the procedure is ready, the SQL job can be created and a schedule setup for it to

execute the procedure and the determined time and interval.

Triggers

Triggers affect the database by synchronizing data across multiple database tables or even across

multiple databases. Triggers are run by an event in the triggered table occurring, such as a record

in the table being modified. The following is a list of all the triggers in the Arena and Shelby v5

databases and what tables and fields they affect.


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79 Appendix C - Triggers

Triggers installed to the Arena database by the Arena Sync Utility

Trigger Name Trigger Description Affected Fields

tr_core_address_

update

updates address

information

addresscounter,adr1, adr2, city,state, zip,

whenupdated, whoupdated

tr_core_family_

member_IU

updates or inserts

family information

namecounter,famnu,unitnu

tr_core_person_

address_delete

deletes person -

address relationship

namecounter,addresscounter,typecounter

tr_core_person_

address_insert

inserts new person -



tr_core_person_

address_update

updates existing

person-address

relationship


tr_core_person_

attribute_IU

updates or inserts

member path

information

namecounter,howrecieved,daterecieved,memberof,so

urce,specialprofile,date1,date2,date3,date4,date5,dat

e6,date7,date8,date9,date10

tr_core_person_

e-mail_IUD

updates,inserts, or

deletes e-mail

information

namecounter,e-mailaddress

tr_core_person_

Insert

inserts new records namecounter,firstmiddle,lastname,suffix,salutation,se

archID,birthdate,gender,maritalstatus,ssn,notes,when

updated,whoupdated

tr_core_person_

phone_ delete

removes phone

information

all

tr_core_person_

phone_IU

updates or inserts

phone information

phonetypes,namecounter,phonenu

tr_core_person_

Update

updates existing records namecounter,firstmiddle,lastname,suffix,salutation,se

archID,birthdate,gender,maritalstatus,ssn,notes,when

updated,whoupdated

tr_core_profile_

member_IU

updates or inserts tag -

profile information

profile,start,naend,notes


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Triggers installed in the Arena database by default


core_trgr_active_

meter

Populates the active

meter history

person_id,active_meter

core_trgr_

member_status

Populates the member

status history

person_id,member_status

port_module_

updt_trigger

sets the update date as

today

portal_def_last_updated

port_module_

instance_updt_

trigger


today


port_portal_page

_updt_trigger


today


port_template_u

pdt_trigger


today


Triggers installed to the Shelby Database by the Arena Sync Utility


tr_Arena_MBMST

_InsertUpdate

updates or inserts

records and MB

information

date_created,date_modified,created_by,modified_by,o

rganization_id,title_luid,nick_name,first_name,last_na

me,suffix_luid,birth_date,gender,postal_code,ssn,note

s,marital_status,member_status,record_status,inactiv

e_reason_luid,foreign_key

tr_Arena_MBText

Picks_Insert

adds new values to

certain lookups tied to

attributes from v5 MB

lookup_value,foreign_key,lookup_qualifier

tr_Arena_MBText

Picks_Update

updates existing values

in certain lookups tied

to attributes from v5 MB

lookup_value,lookup_qualifier

tr_Arena_NAAddr

esses_Update

updates address

information

date_created,date_modified,created_by,modified_by,

person_id,history_type_luid,system_history,history,or

ganization_id

tr_Arena_NACros

sRef_Delete

removes person -


all

tr_Arena_NACros

sRef_Insert

inserts new address

types and address to

person relationship

(core_lookup):

lookup_value,foreign_key,lookup_qualifier

(core_address):

street_address_1,street_address2,city,state,postal_co

de,foreign_key,date_created,created_by,date_modifie

d,modified_by (core_person_address):

person_id,address_id,address_type_luid,primary_addr

ess


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tr_Arena_NANam

es_Update

updates record, e-mail,

and family information

(core_person):

date_modified,modified_by,title_luid,nick_name,first_

name,last_name,suffix_luid,birth_date,gender,postal_

code,ssn,notes,marital,status,memo (core_person_e-

mail):

date_created,date_modifed,created_by,modified_by,p

erson_id,active,e-mail,e-mail_order,notes

(core_family):

foreign_key,family_name,organization_id

(core_family_member): family_id,person_id,role_luid

tr_Arena_NAPho

nes_Delete

removes phone

information

all

tr_Arena_NAPho

nes_Insert

inserts new phone

information

person_id,phone_luid,phone_number,phone_ext,unlist

ed

tr_Arena_NAPho

nes_Update

updates existing phone

information

person_id,phone_luid,phone_number,phone_ext,unlist

ed

tr_Arena_NAPho

neTypes_Insert

inserts new phone types lookup_value,foreign_key,lookup_qualifier

tr_Arena_NAPho

neTypes_Update

updates existing phone

types

lookup_value,lookup_qualifier

tr_Arena_NAProfi

les_Delete

removes person - tag

relationships

all

tr_Arena_NAProfi

les_Insert

inserts new person - tag

relationships

person_id,date_created,date_modified,created_by,mo

dified_by,source_luid,status_luid,notes,date_pending,

date_inreview,date_active,date_dormant

tr_Arena_NASuffi

xes_Insert

inserts new suffixes lookup_value,foreign_key

tr_Arena_NASuffi

xes_Update

updates new suffixes lookup_value

tr_Arena_NATitle

s_Insert

inserts new titles lookup_value,foreign_key

tr_Arena_NATitle

s_Update

updates existing titles lookup_value


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82 Appendix D - Agents

The Arena Automation Agent is a service that can be run in the Microsoft® Services utility of

Windows® Administrative Tools. This service can automate several Arena tasks, or jobs; from

everyday preventive maintenance to the sending of e-mails. Your Arena ChMS folder contains an

Arena Automation Agents folder to handle these jobs. The primary configuration file for these jobs is

the jobs.config file within this folder. Beginning in the 2008.1.100 version, jobs may be configured

using the AgentConfiguration.exe shown below in Figure 32.1.

Figure 32.1 Agent Configuration Example

In order to Add/Remove a job from the list, click the corresponding button. A complete list of jobs

are listed below.


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Notice there are four sections to each job:

Agent Jobs – This is essentially the name of the job.

Worker Settings – This contains the information that is specific to options within your Arena

database.

Schedules – This section is used to define the date/time and frequency that the agent will run.

Notifications – This is where the recipient information for e-mail notifications are set up.

Note: once you have setup the agents that you will be running click the Start button and this

will begin running the agents based on the settings.


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Types of Jobs

There are several different types of jobs that can be setup to run in your jobs.config file. Below are

the different job types with a brief description of the job’s intended purpose.

Arena Daily E-mail – This job sends a list of all birthdays for the day to a specified person.

Arena Historical Contributions – This job queries to your Payment Gateway URL and gets any

new payments to create a Contribution Entry.

Arena PBX Voice-mail – This job requires Voice over IP phone system.

Arena Process Health Meter – This job processes the Health Meter on everyone’s record within

the database.

Arena Send Birthday E-mails – This job will send an e-mail to anyone in the database that has a

birthday on the day the agent runs.

Arena Serving Reminder – This job will send the Serving Reminder system e-mail to people who

have volunteered for serving opportunities.

Arena Process Metrics – This job processes the Metrics collection queries based upon the criteria

setup in each metric.

Arena Active Directory Sync – This job is designed to synchronize the Active Directory users with

the Arena users.

Arena Computer Audit – This job audits all of the computers and software in the Active Directory

and populates this information within Arena under Information Technology.

Arena E-mail Clean – This job takes any e-mails that bounced back to your SMTP server in a POP3

account as bad e-mails, and inactivates the e-mail account within Arena.

Arena Geocode – This job geocodes and assigns Areas all addresses that have not been geocoded

since they were modified.

Arena Mail Queue – This job sends any pending e-mails that are contained within the

Communication area of Arena.

Arena Newsletter Send – This job sends the specified newsletter to people that have subscribed to

the newsletter. You may specify the newsletter that is to be sent by changing the Newsletter ID.

Arena Process Prayer Requests – This job will process the prayer requests from your website and

send the appropriate e-mails associated with the requests.

Arena Sync Roles – This job will synchronize all of the people added to a tag synchronized with a

role. When people are added to a tag, they will automatically get added to the role synchronized

with that tag.

Arena Classified Cleanup – This job removes classifieds that are older than the number of days

specified within the job.


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Arena Small Group Registrations – This job will send all of the pending e-mails from

Registrations.

Arena Process Critical Serving – This job creates a pending communication for those people

registered in a serving profile with a status lookup of “No Contact.”

Arena Calculate Peers – This job runs the stored procedures that have been setup for the Peer

Types to generate the scores for the Peer Networks.

Arena PBX Peers - This job requires Voice over IP phone system.

Arena PBX Cdr – This job requires Voice over IP phone systems.

Arena Event E-mail – This job will send all event reminder e-mails.


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86

Appendix E - Microsoft MapPoint Coordinate Exchange

In order to determine the longitude/latitude for each point, follow the steps below.

1) Start Microsoft MapPoint and zoom into the area until your map view is slightly larger than the

new area desired. In figure 33.1, the area to be defined is outlined in black.

Figure 33.1 Microsoft Exchange

2) Using the Freeform tool, draw the shape of your area making sure to close the box at the

beginning point.

3) Go to Tools > Coordinate Exchange from the MapPoint® menu, shown as figure 33.2.


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87

Figure 33.2 Coordinate Exchange

4) Choose “MapPoint Application” and “Freeform Line” for the Source fields. If you want to name the

Line, you may do so here. This is not necessary as we are only using this tool to retrieve the

coordinates of the defined area.

5) Choose “File” and “Waypoints” as the Destination. Choose Comma Separated Values for File

Type. In the File Path, choose a location on your local drive and create a file name such as

Area1.csv.

6) Click the double arrows between the Source and Destination fields to create the file. You will notice the screen will display that four coordinates were read and written.

7) Open the file created by the application. You will use this file to define the four points in your area. (See the Areas section under Groups in the Arena End User Manual for instructions on

entering these points.)


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88 Appendix F – Full Module List

Module ID Module Name Module Description

189 Active Campaigns Lists all currently active campaigns.

274 Active Directory Configuration Connection setup for access to the Active Directory

212 Add Campaign

Creates new campaigns and adds families to a

campaign

37 Add Profile Member Adds records to tags

18 Add Small Group Registration

Registers people to a small group based on defined

critieria

82 Advance Html Text

Places an HTML Text control on a page for adding

text content

64 Advanced Column Settings Used for advanced Settings of list reports

99 Alternate ID List Adds and lists alternate IDs for a person

262 Application Permissions

Sets security for accessing external Arena

applications

179 Area Detail Displays detail information about an Area

178 Area List Lists all created areas

191 Area Map View Displays an area map

276 Area Person Filter

Displays an area map based on the individual

viewing

194 Attendance Frequency List Lists frequencies configured for an attendance type

198 Attendance Grid

Displays attendance grid based on specified

attendance types and date ranges

167 Attendance List

Lists members with a specific occurrence on their

record

255 Attendance Quick Entry Enters attendance data and saves in real time

199 Attendance Report

Displays lists of available attendance reports and

charts for a specified group of attendance types

203 Attendance Summary

Summarizes attendance history based on

occurrences

200 Attendance Type Group List Lists attendance type categories

193 Attendance Type List

Lists attendance types within a selected Attendance

Type

286 Attendance Upload

Allows for uploading attendance data from barcode

scanners.

209 Attribute Group List Lists available person attributes categories

208 Attribute List

Lists attributes of person attributes of a selected

Attribute Group

190 Campaign Admin

Used to display the details of a campaign and

outstanding notes that need to be processed.

187 Campaign List Creates and lists all current campaigns


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188 Campaign Next Family Runs a campaign and brings up family information

107 Change Password

Allows the authenticated user to change their

password

196 Chart from Query

Displays one or more charts based on the data from

a stored procedure that you specify

119 Classified Approve Allows to approve submitted classifieds

117 Classified Entry Creates new classified entries

111 Classifieds Admin Lists classified entries

114 Classifieds Categories

Lists all classified categories and number of entries

per category

116 Classifieds Category Details Lists classifieds by category

298 Communication Templates Creates communciation templates

101 Computer System Details Displays the details of a particular computer

108 Computer System Software Lists software on a particular computer

100 Computer Systems List Lists computers on domain

261 Contribution Batch Detail Shows details of a contribution batch

205 Contribution Batch List Lists all contribution batches

260 Contribution Detail Displays the details of a selected contribution entry

206 Contribution Fund List Manages available contribution giving funds

259 Contribution List

Lists either all contributions or all contributions per

giving unit ID

287 Contribution Pledge Detail Displays and creates new pledges for an individual

207 Contribution Project List Lists contribution projects

268

Contributions - Repeating Payment

List

Lists repeating payments setup through the online

giving

240 Custom Field Group List

Lists of groups of custom fields together for event

tags

241 Custom Field List Lists custom fields setup for event tags

302 Dock Container (3 columns) Enables dockable pages

303 Document Types Creates and lists new types of documents for use

136 E-Card Category List Displays the categories setup for E-cards

135 E-Card Display Displays selected E-card

127 E-Card List Lists E-Cards

132 E-Card Message Entry Creates the message in the E-card

72 Edit Family Wizard Adds new records

161 Event Calendar Displays a calendar of Event tags

218 Event Detail Tab Module

Displays information about Event Tags in a tabbed

format

168 Event Details Displays the details about an Event Tag

277 Event General Ledger Export

Exports event registration payments to Shelby V5

General Ledger

204 Event Profile Child View Displays tag setup as child tags of an event tag

239 Event Profile Detail Displays the tag specific information of event tags

243 Event Registrant Details Displays registrant information of an event tag


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244 Event Registrant List Lists registrants of an event tag

226 Event Registration - Page 1 Page 1 of event tag registration process





246 Event Registration Detail Displays details of the event registration

169 Event Week View

Displays events taking place over the next 7 days in

a calendar

48 Exception List Lists exceptions that have occurred

1 File Browser Control for browsing, and editing files

68 Game List Lists games setup in sport schedules

231 Gateway Account List

Allows for creation and administration of payment

gateways

304 Group Documents Displays and adds documents for Small Groups

104 Group List Communication

Provides option for e-mailing leader or members of

a group

103 HTML E-mail Form Sends a configured e-mail to a designated recipient

134 HTML From Stored Procedure

Retrieves an e-mail generated by a stored

procedure

252 Kiosk List Lists all check-in kiosks setup

225 Kiosk Schedule List Lists the schedules setup for a check-in kiosk

311 List Merge Fields Configuration Creates new fields for Lists

312 List Report Displays a list of setup Lists

315 List Report Configuration Configures a List

314 List Report View Displays the configuration of a List

192 Location List Lists physical locations setup in check-in

78 Login List Create and display available logins for a person

147 Login Logout Allows a user to log in or out

67 Lookup List Displays the list of lookup values of a type

66 Lookup Type List Displays list of lookup types

23 Mail Merge Creates a new e-mail (communication)

264 MapLink

Allows a user to display a map with directions from

one address to another address

278 Marketing Notify Friend

Allows a visitor to the website the ability to send a

pre-configured e-mail

279 Marketing Registration Allows registration for adding promotions

74 Merge Persons Allows merging of multiple people

143 Metric Chart Displays the metric result graph

9 Metric Detail Displays details of the metric information


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91 224 Metric Item List Lists options for a metric

8 Metric List Lists metrics

310 Mission Details Displays details of a Mission Trip

309 Mission List Lists setup Mission Trips

300 Mobile Person Details Person Details screen for use in Mobile portals

301 Mobile Person Search Search screen for use in Mobile portals

172 Module List Lists and creates modules (controls) and file for it.

280 My Area Details Displays area details for logged in individual

281 My Area List Displays area listing for logged in individual

270 My Repeating Payments

Displays list of setup repeating payments for logged

in individual

73 Navigation Bar Control Navigation bar control for child pages

133 New Account Request Allows visitor to create a new user account

185 Newsletter Archive Allows for search of old articles

181 Newsletter Article Display Displays a newsletter article

177 Newsletter Articles

Lists articles of a specific volume within a

newsletter, adds new, and allows editing of articles

and details

175 Newsletter Author Lists authors of a specific newsletter

195 Newsletter Promotion Display Places promotions onto newsletter

183 Newsletter Subscribe Allows person to subscribe to a newsletter

223 Newsletter Subscription Admin Administers the subscription process

184 Newsletter Unsubscribe Allows person to unsubscribe to a newsletter

174 Newsletter Volume Lists volumes of a specific newsletter and adds new

182 Newsletter Volume Display Displays all articles of a volume

180 Newsletter Volume Summary

Displays volume information on website for article

link

173 Newsletters Lists all newsletters

275 Object Permissions

Creates permissions for objects such as groups and

tags

165 Occurrence Detail Page Displays detailed information on an occurrence

166 Occurrence List Lists occurrences created

253 Occurrence Type Report List Creates a report of occurrence types

211 Organization Details

Displays and edits name/address organization

settings

210 Organization List List of organizations in the database

234 Organization Setting List List of settings associated with an organization.

50 Page Details Displays page hierarchy

76 Page Drop Down Menu

Navigation bar using drop down options for child

pages

43 Page Index Lists child pages as links of a page

60 Page Navigation Displays tabs for navigation within a page hierarchy


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92 265 Pages as Tabs

References other pages as sources for content,

divided by tabs

83 Person Bulk Update Allows for changes to multiple people at once

6 Person Detail Displays information about a record

305 Person Documents Displays and links documents to a record

4 Person List Lists people based on criteria

316 Person Pledge List Lists pledges setup for a record

266 Person Query Allows for running SQL queries for an individual

137 Person Quick Search

Allows users to search for a record by name or

person ID

232 Person Role List Displays a list of roles a person is associated with

5 Person Search Displays the search criteria for records

267 Person Viewed Displays a list of what user viewed another user

69 Photo Browser Displays photos allowing for comments

70 Photo Display

Displays the comments of photos from the photo

browser

91 Poll Display Active in Category

Displays polls that are currently active for a set

category

186 Poll Display Newsletter Control for displaying a poll in the newsletter

93 Poll Recent Polls

Option to display inactive polls and show results.

Cannot answer inactive polls.

92 Poll Results Graph Displays a chart of poll results

84 Polls Lists all polls allowing for edits

254 Portal List Lists portals and portal details

46 Portal Pages Creates a hyperlink list of root pages

53 Postal Code List Lists postal codes in addresses

123 Prayer Approval

Displays list of prayers/answers/comments pending

approval

124 Prayer Comment List Displays comments of prayers

128 Prayer List Prayer toolbox list version of all prayer requests

113 Prayer Request Details Displays details of a prayer

112 Prayer Request List Lists all prayer requests

272 Prayer Requests Prayer toolbox version of a specific prayer request

121 Prayer Session

Allows for creating responses by category for the

prayer ministry team

120 Prayer Web Request

Places the control for allowing prayer request entry

on a website

25 Previous Communications Displays previous e-mail history and attachments

35 Profile Activity

Displays tag activity options and allows to

create/edit activity

29 Profile Details Displays detail information about a non-event tag

306 Profile Documents Displays and adds documents for Tags

27 Profile List Lists all tags for a given type


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93 152 Profile Member Add Adds user to a tag

34 Profile Member Details

Displays tag details as related to a specific tag

member

32 Profile Members Lists all members of a specific tag

248 Profile Roster

Photo, Name, & Contact information for everyone in

a roster

75 Profile Tab Control

Displays the tabs for tag details, members,

occurrences, and security

155 Promotion Bulletin Request List Lists all requests for the bulletin

163 Promotion Detail Display

Displays details for the "Find Out More" link on

promotions

159 Promotion Event Calendar List Displays and enters list of Events by occurrence

158 Promotion Ezine Request List Lists requests for adding to Ezine

153 Promotion Request Details Displays details of a promotion

154 Promotion Request List Lists all promotion requests

162 Promotion Scrolling Display

Changes the promotion being displayed if more

promotions are set to display than alloted by the

area provided

164 Promotion Thumbnail Display

Displays thumbnail and web info of promotion on

website

282 Promotion Thumbnail List

Displays all active promotions and links to their

setup

157 Promotion Web Request List

Lists all promotion requests entered from the

website

61 Prospective Members Lists prospective members to a small group

56 Redirect Allows for redirection to a different page

19 Registration Details

Displays people in pending or unassigned status of

small groups in the registration Tab

233 Relationship Type List

Lists relationship types and allows for adding new

types

271 Repeating Payment List Lists setup Repeating Payments on a record

269 Repeating Payment Wizard Wizard for online giving

62 Report Detail Brings up the list report wizard

144 Report Grid From Query Displays report results based on a stored procedure

63 Report List Lists the list reports

251 Report Popup Popup to display report results

222 Report Registration List Displays list of registered report service reports

58 Report View Displays the finished report

221 Report Viewer Displays the reporting service report

313 Report Wizards List configuration wizard

263 Reporting Services Configuration Configuration setup for access to reporting services


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109 Request Login Information Allows user to request forgotten login credentials

49 Role Details Displays details of a security role

44 Role Members Lists members of a role

39 Roles Lists security roles

273 Security Subject Permissions Sets security for various subjects

65 Security Tree View Displays options for setting security

149 Serving Opportunity Details

Displays the results of the serving opportunity

search

283 Serving Opportunity List Lists all serving opportunities

148 Serving Opportunity Search

Allows user to search for a serving profile that

matches the specified criteria

160 Slide Show Pro Places a flash file on a page

295 Small Group Category List Lists and creates new Small Group Categories

14 Small Group Cluster Detail Displays details of a small group cluster

297 Small Group Cluster Level List Lists and creates new Small Group Cluster Levels

10 Small Group Cluster List Lists and creates new Small Group Clusters

80 Small Group Cluster Tab Control

Places tabs for occurrences, sub-groups, and

registration for group clusters

296 Small Group Cluster Type List Lists and creates new Small Group Cluster Types

13 Small Group Detail Displays the small group detail

11 Small Group List Lists small groups

249 Small Group List By Member Lists small groups a person is in based on login

250 Small Group Locator Allows to search for a small group to join

12 Small Group Member List Lists members of a specific small group

17 Small Group Registrations

Displays people in pending status without needing

the tab control

106 Small Group Roster

Displays members of a small group with photo and

details

77 Small Group Tab Control

Displays member, registration, and occurrence tabs

for a group

284 Subscribed Groups Displays groups that are subscribed

31 Subscribed Profiles Displays tags that are subscribed

299 System E-mail Templates

171 Team Details

Displays detail information for groups setup as a

team in sports

170 Team List

Lists all small groups that are setup as a team in

sports

197 Team Stats Control to display the current team stats.

145 Template Details Lists and allows file associations for templates


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95 176 Template Spacer

Creates a blank space between controls on a

template

151 User Confirmation

Displays the confirmation page for new users to

verify submitted information

79 User Login Displays user login screen

7 XML File Transformation Links an XML file to a XSLT file


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96 Check-In Kiosk Installation Guide

Install Prerequisites

1) Install .NET 1.1 and .NET 2.0 run-time if not already installed. Use Windows Update in Internet

Explorer to do this, or go to www.microsoft.com.

2) The Kiosk installing to must have access to the SQL and Report Server on the domain.

3) Report Services must be installed and running.

Install Check-In Application

1) Copy the “CheckInApplication.exe” file from the Applications folder wherever Arena is installed to

the computer where Check In will be running from. This is the Kiosk.

2) Run CheckIn Application.exe. This will launch the Installation Wizard.

3) Follow the steps in the wizard. It will prompt for an installation path, and the connection

information to the SQL server.

4) Once the install is finished, navigate to the installation path of the application, and create a

shortcut to the .exe file for your desktop.

5) Install the “Free 3 of 9 font” on the kiosk (‘FREE3OF9.TTF’ is included in folder) by copying into

the C:\Windows\Fonts folder.

Wedge Scanner Configuration

1) Scanners must be configured in ‘wedge’ mode, where scans are sent as plain text.

2) See final page for barcodes to scan to program the Metrologic MS6720 scanner.

3) See the instruction for scanner if it’s not a Metrologic MS6720 on how to program the scanner to

send a carriage return after scan.

Non-Wedge Scanner Configuration (e.g. the NCR kiosk)

1) Download and install latest CCO runtime from http://monroecs.com/oposccos_current.htm

2) Install WEPOS SDK http://www.microsoft.com/downloads/details.aspx?familyid=B04C4D8B-

88AD-4F6D-AC0D-14490241CDB4&displaylang=en

3) Modify the value of “ScannerName” in the CheckInApplication.exe.config to “SCANNER.”

4) Configure scanner to read barcode format of code 39.


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Printers

Windows Configuration (On the kiosk that is physically hooked up to the printer)

1) Install print drivers

2) Share the printer on the network if other kiosks will print to this printer

3) For the Brother QL-550, you must set printing defaults in order for printing to work in Arena

Check-In

a) Go to Control Panel > Printers and Faxes, right-click on the printer, choose Properties

b) Go to the ‘Advanced’ tab and click ‘Printing Defaults…’

c) Select ‘Width’ of 2-3/7” (this is the size of the default Arena labels, but this can be changed

through Reporting Services).

Arena Configuration

In Arena, printers are configured in up to two places:

1) Under Check-In > Kiosks edit a kiosk and set up a default printer. The ‘Printer Name’ must be

the full network share path to the printer (e.g. ‘\\hostcomputer\printer’). You may use any

networked printer as the default.

2) Under Check-In > Attendance Type Categories > Attendance Types > Labels, add a new

label for the attendance type and select either a specific printer or select ‘[Use Kiosk’s Default

Printer].’

If you select [Use Kiosk’s Default Printer], then the label’s printer will be based on the kiosk’s default

printer set up under Check-In > Kiosks. If three kiosks are set up to take attendance for the same

attendance type, then each kiosk can print to its own default printer.

If you select a specific printer, then the print job will always be sent to that specific printer.

Recommended Windows Settings

1) Turn off notification pop-ups:

a) Open Printers and Faxes from either the Start menu or Control Panel

b) Click on File, Server Properties

c) Click the Advanced tab

i) Uncheck “Show Informational Notification for Local Printers”

ii) Uncheck “Show Informational Notifications for Network Printers”

2) Turn off system notification balloons:

a) Click Start > Run

i) Enter ‘gpedit.msc’ (no quotes).

(1) Under User Configuration, expand Administrative Templates, then click on Start Menu

and Taskbar

(2) Enable Remove Balloon Tips on Start Menu Items

3) Turn off “Always on Top” for the Taskbar:

a) Right-click on the Taskbar

i) Click on Properties, uncheck “Keep Taskbar On Top of Other Windows,” and then click OK.


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4) Turn off “Start Navigation” sounds:

a) Open the Control Panel > Sounds

i) Click on the Sounds tab

ii) Scroll down through the Program Events until you find the Windows Explorer section, and

set the sound for “Start Navigation” to None.

Metrologic MS6720 Barcode Configuration

Scan the following to enable carriage return to be sent after scan. This scanner is in wedge mode by

default.

1)

2)

3)


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99 Check In Kiosk Troubleshooting Guide

Checklist of Settings for Check In to function:

1) Attendance Type Categories - There must be at least one existing Attendance Type Category

for CheckIn to function properly.

2) Attendance Types – These represent the types of events, groups, or meetings that a person

can check into. These are called “Classes” by the CheckIn Application.

a) There must be a minimum and maximum age on any attendance type that is setup.

(Note: Every person that is entered into Arena that will be checking into classes MUST

have a birth date on their record. Arena uses the birthdates to see if the person is eligible

to Check In and for which Attendance Types.)

b) There must also be a Frequency setup for the Attendance Type. These are used to create an

Occurrence. An Occurrence is literally a record of a meeting and who attended. The term

Occurrence and Attendance are used interchangeably within Arena. The Occurrence allows a

person to CheckIn to the Attendance Type. (Note: The Check In start and end times dictate

when the class is available to check in at the kiosk, while the Class Start and Class End time

create the times for the Occurrence itself.)

3) Locations – These are the physical locations where the CheckIn Kiosk will be.

(eg.- Building A, Johnson Hall, etc.) Select the Attendance Types that will be used at each

location.

4) Kiosks – Create a new kiosk and a schedule for the kiosk. (Note: You MUST create a schedule

for the kiosk.) The Arena Check In application will read the schedules for the kiosks to see if it is

available for Check In. You may also setup the kiosk by launching the CheckInApplication.exe on

the physical kiosk. This is generally the recommended method of adding a computer to Arena as

a Kiosk. Doing so will also generate a schedule automatically, for Everyday, from 12:01AM to

11:59PM.

Troubleshooting

The Kiosk is inactive

The kiosk application will display the following screen if the there is not a schedule

Kiosk at this time. Edit the Kiosks’ schedule to correct this if this screen displays during needed

CheckIn times.


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The kiosk application will display the following screen if the there is not a schedule



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The kiosk application will display the following screen if the there is not a schedule set to run on the



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The Kiosk loads, but when someone Checks In, No Classes are available

The following screen (name will be changed for whoever is attempting to Check In) will show for

various reasons, but usually a setting in the Attendance Types or the individuals’ record is the

culprit. The following things to check for will help in troubleshooting this message.

1) The Attendance Type has been setup for Gender Specific (e.g. - In this case Johnny is a male

and the AT Type could be setup for only females.)

• Fix- Make the attendance type for the Gender selection of Everyone if this should

not be gender specific.

2) The person does not have a birth date, and therefore no age, on their Person Detail record.

• Fix- Add a birth date to the individuals record.

3) The person’s current age does not fall into the Age Range of any Attendance Types selected for

the location(s) for this Kiosk

• Fix- A) Go to the Kiosk Management Screen in the CheckIn application and select

a Location that has an Attendance Type that has the age range of this person.

• Fix- B) Go to Check-In>Locations in the Arena Application and select an

Attendance Type that has the desired age range.

4) The Attendance Type the person is eligible for, has the Secured box selected, but the kiosk is

running in Centralized mode. Currently, the Secured option is designed only for Non-Centralized

mode.

• Fix- A) If the Attendance Type is not intended to be used as previously

described, uncheck the selection Secured on the type.

• Fix- B) Change the Kiosk to Non-Centralized and choose the Secured Attendance

Type for it.

5) There are no Attendance Types whose Frequency Check In time is currently available and an

existing Occurrence has already ended.

• Fix- Edit the frequency of an Attendance Type, so that Occurrences are created

for the appropriate time range.

Note: if this needs to be changed immediately, edit the Occurrence by going into CheckIn >

Attendance Type Categories > Attendance Types > Occurrences and change the End Time.

6) All Occurrences for the current time are Closed (Arena v2.0 and later).

• Fix A) Open an Occurrence.

• Fix B) Create a new Occurrence record.


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Classes are available, but Membership is required

This message will appear when the Attendance Type has been linked to a group or tag,

Membership Required for Check In has been selected, and the person is not in the group or

tag.

• Fix- A) Connect the person to the tag/group

• Fix- B) Uncheck the Membership Required selection for Check In.