Arena Premium Administrator Manual V

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2 Arena Premium Administrator Manual Table of Contents Welcome to Arena, the Power of Community... 3 Getting Started... 4 Set up Application Settings Application Security Reporting Services Configuration Active Directory Configuration Agent Configuration Utility Small Group Structure Payment Gateways Background Checks (Optional) SMS Text Messaging Security Security Roles Person Details Field Security Security Templates Extending Your Arena File Browser Administrator Peer Network Relationships Lookups Person Attributes Relationship Types Campaigns Custom Field Groups Feed Formats System s Reporting List Configuration Reports Web Pages Portal List Modules Templates Podcasts

3 Operations Exceptions Refresh Cache Appendix Appendix A Organization Settings Appendix B - Arena Automation Agents Appendix C - Triggers Appendix D Full Module List Appendix E - Microsoft MapPoint Coordinate Exchange Appendix F - Check-In Kiosk Installation Guide Appendix H - Exporting and Importing Groups Appendix I Creating and Maintaining an Arena-Managed Website

4 Arena Premium Administrator Manual - Welcome 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. Our goal is for Arena documentation to provide Arena Administrators the necessary resource to implement and tailor Arena to meet their organization s ministry goals. This manual covers the functions of the Administration section of Arena, as well as various control setting options for specific features. While this manual is a printed resource, Arena also offers additional documentation and videos at The Arena Training department is responsible for Arena documentation and we welcome your feedback! suggestions to training@arenachms.com. Trademarks: Certain brand names and product names used in this 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, 2010 Shelby Systems, Inc.

5 Arena Premium Administrator Manual Getting Started 4 Getting Started Now you have Arena installed, you are ready to configure it to fit your organization. While this manual serves as a guide to an overall understanding of Arena s administrative functions, listed below are areas Arena Administrators commonly address first. Managing Converted Data Set up Security Start Agents Set up System s Using The Community Understanding Updates Global Features Implementing Specific Features

6 Arena Premium Administrator Manual Getting Started 5 MANAGING CONVERTED DATA For most clients some data will initially convert to Ministry Tags. For Shelby v5 clients this data will likely be Profiles or custom fields. In order to move this data to an appropriate place in Arena for your organization, you will want to evaluate the data thoroughly. After your evaluation, you will likely determine data should either be Ministry Tags, Serving Tags, Event Tags, custom fields or a combination of these. In order to move the converted data you will first need to create the new Tags and custom fields. See Tags in the End User Manual for steps to creating the tags, and Person Attributes and Lookups in this manual for information about creating custom attributes (fields). An Arena Trainer or CSR can also help with the evaluation of the data. Once you create the appropriate tags, you can use Person Bulk Update in Membership to move the records from the converted data in Ministry Tags to the appropriate Ministry, Serving or Event Tags. If there is attendance (occurrences) data to move, SQL scripts can usually accomplish this data movement. Contact your Arena CSR for more information. For custom Person Attributes, you can use either Person Bulk Update (if the new field is available) or use a SQL statement to move the data from the Ministry Tag to the new field. Arena also offers a Move Tags to Attributes control that will allow you move tag data to an attribute. Consult your Arena CSR for more information. SET UP SECURITY Arena offers places to set security such as the Portal, Pages, Modules and data fields (Person Detail Field Security). This manual will address each of these areas, including using Active Directory or Database (Forms) authentication for Arena. To enable you to manage security in a way that fits your organization, there are some initial considerations and tools to assist you in managing Arena security. Portal Security The Portal section of this manual covers using Database or Active Directory authentication for Arena. There are things to consider with either option such as, staff access to Arena when off campus. Please refer to the Portal section of this manual for information regarding using each option. You can also visit to see how other organizations have approached each option.

7 Arena Premium Administrator Manual Getting Started 6 User Security The Security Roles section of this manual covers setting up permissions for all users such as, staff and church members. As you begin to evaluate security, you will need to decide which users will perform specific tasks in Arena, such as adding records, merging records, editing records, deleting records, adding tags, etc. Approaches often used are either by department/ministry (i.e., Adult Ministry, Children s Ministry, etc.) or by function (Contributions only, Promotions, Adding Members, etc.). You can use a combination of these, but evaluation prior to setting up Security Roles may reduce set up time. Once you evaluate the users in your organization, you are ready to set up Security Roles, discussed in the Security Role section of this manual. Some security settings are in the specific control applied on a page. By selecting the control s security key, you can set permissions by person or by Security Role. You can also set some permission settings, such as the ability to delete records found on the Person Detail control, in the control itself. START AGENTS At installation no Agents are running. Once you evaluate the Arena roll out plan for your organization, see the Agent section of this manual to determine what Agents to start and any settings you will want to customize for your organization. See Agent Configuration Utility in this manual. SET UP SYSTEM S Arena contains many system s. There are some default settings in System s such as using the default person in Organization Settings as the sender. See System s in this manual. THE COMMUNITY The Community ( is available to all Arena clients. This website is a central place for Arena clients to share information about how they use Arena for their organization. UNDERSTANDING UPDATES Patches, Releases, and Release Notes are available on Arena will post when updates are available. As a member of the Arena Community, you can download the update and Release Notes. Both Administration and End User manuals are updated and available in the Documentation folder.

8 Arena Premium Administrator Manual Getting Started 7 Steps to Install Updates: 1) Log in to your Arena. 2) Verify your installation. At any time, you can select the About link to verify your Arena installation. The results will confirm website files and the database. Changes made to Arena core will display below the verify box in the pop up, so you will be aware of areas that might be affected by the update. 3) Make a backup of your database. 4) Download the update, if applicable. 5) Install the update. 6) Download the patch, if applicable. 7) Install the patch, if applicable. If you organization uses Arena Mailing, you will also need to update Shelby Mailroom. As a Shelby Mailroom client, you will receive an updated CD every two months. Install this on your Arena server when users are not on the database

9 Arena Premium Administrator Manual Getting Started 8 IMPLEMENTING SPECIFIC FEATURES Global Features Many areas of Arena are Global, meaning they affect all users. While you can tailor settings in the specific controls, below are a few areas to consider: Person Info control- When hovering over a name in a people grid list this control enables you to select what fields to display. o Arena honors Security, in that users will not view fields they do not have permission to view. o If the user does not have view access to the control, nothing will display on the hover. o For new installs, All Users have view access to this control. Set Person Detail control settings on the Individual Information page, as desired. The Special Staff Update Role setting restricts the ability to delete records for specific Security Roles. Set the Person List control settings on the Popup Person Search Results pages, as desired. Edit rights to this page are required for users to add new records from this popup. Review all Organization Settings, such as default area code, that you would like to set globally for your organization. The Advanced Search setting in the Person Search control determines whether the Advanced Search displays upon navigation to White Pages. Default Campus setting in the Add/Edit Family Wizard control enables you to set a default Campus, when using the Add New Family Wizard. Create Relationship Types. If you are using Check-In and would like to allow non-family members to Check-In one another, add can checkin (case sensitive, no quotes) to a Relationship Type. See Relationship Types in this manual. Set up Peer Network, if desired. Tailor Person Attributes, such as Volunteer Information Attributes used in Serving Tags, as desired. Set Organization Nick Name organization setting, as desired. If your organization would limit the ability to add new records, set the Person List control Add Allowed setting to False on the Popup Person Results (multi) and Popup Person Results (single) pages. The Current Campus Selector control will allow users to filter tags, groups, promotions and Check- In location items with campus designation. Items with no campus designation will also display. Steps to Add the Person Role List Control to Person Detail Page It may be beneficial for you, as an Arena Administrator, to add the Person Role List control to the Security tab on the Person Detail page. This will enable you to easily view the Roles to which each user is a member and add or remove the user to/from an existing Security Role. 1) Go to Administration Pages Home Membership White Pages Person Detail Security. 2) Select Main Content tab. 3) Select Add New Control instance. 4) Select Person Role List from the Type of Module drop down list. 5) Enter Title, if desired. 6) Click Update. Person Role List

10 Arena Premium Administrator Manual Getting Started 9 Counseling The counseling feature enables your organization to record and secure confidential information for the counseling ministry. Create a Tag consisting of existing records who you want to identify as counselors. Associate this tag with the Counseling Team Member Profile Organization Setting. You can obtain the required profile_id for this tag in the core_profile Arena SQL table. Make the desired change to CounselingRestrictionIdentifier Organization Setting. This setting allows you to change the default red [R] to something different or remove it completely. This verbiage displays with any counseling record. Customize Counseling Pastoral Concerns, Counseling Restrictions, and Counseling Status Lookups. Counseling Pastoral Concerns Counseling Restrictions Counseling Status Set security rights for the Counseling Request and Counseling controls. o Counseling Request control is for mid-level users to create a new request using limited information, and view limited request information. o Counseling control is the main control with the highest level of access to the entire case. Customize Counseling Request system .

11 Arena Premium Administrator Manual Getting Started 10 Membership You can add new tabs to the Family Wizard, as desired. New tabs are Individual Attribute Groups, and the fields displayed on the tabs are the individual Attributes within the Attribute Group. Individual Attributes are custom, user-defined fields that display on the Person Details page, creating a place to keep data that Arena does not have by default. The Campaign Family Status lookup enables you to modify the options as well as how many times a user can select the same result before this family is Complete for that Calling Campaign. See Lookups in this manual. Tailor List Configuration so applicable criterion are available in My List and Public Lists. Use the Allowed Report Types setting on the List Report control to limit what Lists Type users can create or view. A Show Inactive Tags setting in the Report Wizards control enables you the option to allow the user to decide whether his or her Lists can be run against inactive Tags or not. If your organization uses the Mailing application, the Show Mailing Application setting in the MailMerge control allows users the option to use the Mailing application for records with no address. If using this option, an application update notification will display. Set Person Bulk Update control to either allow updating to inactive Groups, and whether to secure fields. Person Bulk Update Set Person Bulk Update control to honor secure fields, if desired. Merge Members Set Delete Merge organization setting, as desired. This setting allows you to set whether or not to delete original records, once the merge process is complete. Set Merge Request Recipient organization setting, as desired. Tailor Merge Person Request system , as desired. Calling Campaigns Make Campaign Next Family control changes, as desired. Make Campaign Family Status Lookup changes such as the number of times that a value can be selected before the family is removed from the campaign. Public and My Lists Modify List Category Lookup, as desired. This lookup gives users the ability to organize lists by category. Familiarize yourself with List Configuration where you can customize available criteria. Mailing In order to run the Mailing Application, you must have Shelby Mailroom installed. Please contact Shelby at (800) to get Mailroom. Groups Set the appropriate Cluster Levels settings as to which Cluster Level will receive s for group registrants. To limit groups in Tree view, mark the Public Site setting on the Small Group Cluster Tab Control (on Organizations page), to True.

12 Arena Premium Administrator Manual Getting Started 11 Understanding Tag Security and Settings Once you determine how your organization will use Tags, it is important to understand Tag Security. See Tags in the User Manual for information about setting up Tags. Tag security propagates which may affect how you set up Tags. For example to allow the same security for the Children s Department throughout Children s Serving Tags, create a parent Serving Tag called Children s Volunteers, and set security before creating child Tags. Security will be the same for all of child tags. You can always make necessary adjustments for any tag within this tag tree. You can also create Tags and then use Cascade Permissions to propagate security for all tags below the current tag level. Tag Security Settings are controls. Some controls are Tag specific and some controls apply to all Tags. If you want to allow users the ability to edit the Tag details, you will need to give them edit control permissions. The below controls apply to all Tags: o Profile Details o Profile Tab Control o Profile Member Details Security can also be applied from the Security Tab for each Tag, enabling view, edit, and edit security rights. For Event Tags, you can also set security to Edit Registrations and Allow Refunds. Cascade Permissions on the Tag Security tab enable you to set permissions throughout the Tag Tree. The Add Profile Member control enables you to set a default status when users add records to a tag. The Tag Member Status Lookup enables you to select critical registrants. Create future Occurrences for Serving tags if want to use the Serving Reminder system . For anyone to edit Event Tags, they must have edit registration rights. Set Profile Activity control, as desired. This setting determines whether a user viewing a member's Tag status can view the activity notes for all Tags the Member belongs, or just the currently viewed Tag currently. Communications The Mail Merge control enables you to set thresholds, allow the future send option, and gives you the ability to allow subscriptions. See Mail Merge and SMS modules/controls in this manual for more information. If you are using thresholds, you can apply the Communications Approval List module/control to a new page so the approver can view and process all pending communications. Set security on the previous communications page. View rights allow users to view s they create. Edit right allow users to check the box to view all s. Set up SMS Text Messaging, if desired. Contributions The Repeating Payment Wizard-Admin Mode setting enables the user to enter a repeating payment without requiring an address. The Edit Security value enables users the ability to Reassign Contributions. Set RepeatingPaymentWizard control settings, as desired. Set Contribution List control settings, as desired. Set Contribution Detail control to false to enable users to refund contributions. To send Contribution Statements via o The Contribution Statement agent must be running. o Select statement option and a enter PIN for each recipient. PINs can be up to ten characters. o Customize Online Contribution System , as desired. o Verify all Mailing Application Settings.

13 Arena Premium Administrator Manual Getting Started 12 Missions A Require Goer Approval setting is available on the Mission Registration page to prevent contributions for non-approved mission trip members. Make appropriate Application Setting changes. Set the Mission Trip Registration Deposit Reminder, Mission Trip Registration Reminder and Mission Trip Contribution, which are all System s. Start the Reminder Agent and set the desired pre-deadline dates for Arena to send the e- mails. Set security by Mission Purpose on the Mission List control, as desired. If you need to set different groups of users, add a second instance of this control and set security, as desired.

14 Arena Premium Administrator Manual Set Up 13 Set up ORGANIZATIONS This section contains the settings for the Arena application such as SMTP Server information, Report Services URL, and various user names. These settings work in tandem with settings in the web.config file, located within the Arena installation folder on the Web Server, to make Arena function properly. Many of the setting values are set during the install process; however, you will have to configure some after installation. To view the settings and their values, click on Organizations. This will bring up the list of Organizations already created. Click the appropriate Organization Name link to view its details, as shown below. Organizations 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 any of these detail settings, as shown below. Edit Organizations

15 Arena Premium Administrator Manual Set Up 14 Organization Edit ORGANIZATION SETTINGS All Organization Settings will display under the Organization Detail. These settings, or Keys, are what Arena uses throughout the application. Clicking on a Key will display its details, allowing the value to be changed. Once created, you cannot edit Keys. Many Keys are System Keys, meaning you cannot delete them, as they are required for the application to function properly. See Appendix A in this manual for a full list of all Organization settings and descriptions. Organization Settings Keys have four fields: Setting This is the actual name of the Key, such as SMTP Server. Category Allows for grouping of the various Keys. The various Categories are a Lookup. Description This is the description of the Key, such as Mail server name. Value This is the actual Key setting, such as Mailserver. New installs will not require new Keys. However, if your Organization has custom code or Community Controls that requires a new Key, you can add one using the following steps. Steps to Add a New Key: 1) Click the Add New Setting icon. 2) Enter Key Setting, Description, Category, and Value. 3) Click Update.

16 Arena Premium Administrator Manual Set Up 15 CAMPUS Campus enables you to configure campuses for use in Arena. If your organization has multiple meeting locations, these campuses can be used to designate the specific location a person attends, or for a group or tag. On the campus tab, you can view or edit existing campuses, or add a new campus. Steps to Add the Campus Tab: 1) Go to Administration Pages Organizations Organization Details page. 2) Click the Childs Pages tab. 3) Add a child page for the Organization Settings control 4) Add the Organization Settings control to the Main Content tab. There are no settings for this control. 5) Add a second child page for campuses. 6) Add the Campus List control. 7) Confirm Person Detail page setting for this control. 8) Click Update. Campus Page 9) Go to Administration Pages Organizations Organization Details page. 10) Click the Main Content tab. 11) Add the Pages as Tabs control. 12) Click the Pages as Tabs control. 13) Click the Add... link to add the new settings and campus pages Pages as Tabs Control 14) Click Update.

17 Arena Premium Administrator Manual Set Up 16 Campus Tab Steps to Add a Campus: 1) Go to Administration Organizations. 2) Select the Campus tab. Campus Tab 3) Select the Add New Campus icon. 4) Enter campus details. Campus Details Name The specific name of the Campus, such as South-Central Leader A record which is the designated leader or administrator for the Campus Address The physical address where the Campus is located URL The website URL for the Campus, if different from the primary Organization URL Description You can enter a campus description. 5) Click Update.

18 Arena Premium Administrator Manual Set Up 17 Application Settings Click-Once application configurations will be set up through this area. Currently Arena offers settings for the Check-In, Contributions, Family Registrations, and Mailing applications. The first time you run the application, the user will have the option to install a desktop shortcut. After running the application first from Arena, the user can launch the application from the desktop. Whenever you install a new Arena release or Arena patch, new versions of the client application is included. The next time the user runs the click-once application, it will automatically download the latest version.

19 Arena Premium Administrator Manual Set Up 18 Check-In Application Settings

20 Arena Premium Administrator Manual Set Up 19 Contributions Application Settings

21 Arena Premium Administrator Manual Set Up 20 Family Registration Application Settings

22 Arena Premium Administrator Manual Set Up 21 Mailing Application Settings

23 Arena Premium Administrator Manual Set Up 22 Application Security You can administer security access for click-once applications such as Check-In. Once installed, users can open the application, from a computer on the network, or from the desktop. Opening Application Security will show a drop-down list where you can select an Application, and shows the current access permissions for each security role or person, as shown below. Application Security To edit the Permissions, click on the Edit Security button, which brings up the options for Permissions, as shown below. You can grant both an existing Security Role and individual people permission to access the Application or edit the security. Click Update when finished. Setting Application Security

24 Arena Premium Administrator Manual Set Up 23 Reporting Services Configuration Report Services is integral to Arena, for various functions. This control 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. Reporting Services configuration should be complete at installation. REPORT SERVER CONNECTION Clicking on Report Services Configuration will display the details of the connection settings, as shown below. Arena uses one Report Service setting. There is no listing, just the connection settings. Report Services Configuration Report Server URL This is the URL to the Report Server index is entered. Report Services will have two virtual directories, the UI address, which is typically and the Index, Arena ties into the Index. Report Server Root Path - This is the root folder containing the Arena Data Source and reports from within Report Services. Username This is the user with permissions to the Report Server. This is ArenaReports by default; this username is set up during initial install. Password This is the password associated with 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. You must Update prior to selecting Validate.

25 Arena Premium Administrator Manual Set Up 24 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. An agent attribute is available to specify a custom list of Person Attribute ID's and the corresponding active directory property name that should update with the attribute's value. CONFIGURE THE ACTIVE DIRECTORY CONNECTION 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 below. Active Directory Configuration Active Directory Domain This is the name of the local Active Directory. Active Directory Server This is the name of the Active Directory server. This is the local server name. Username This is the valid username 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. Use Page Security on this page to keep your Active Directory information secure.

26 Arena Premium Administrator Manual Set Up 25 Agent Configuration Utility The Arena Automation Agents handles features such as , Active Directory synchronization, and Metric Processing. The Agent Configuration utility manages the detailed settings of each Worker in the Arena Automation Agent service. It enables an administrator to quickly set or modify the worker settings, designate schedules in which workers can operate, and specify notification preferences. See Appendix for a list and description of the Arena You can access all agents in the ~Program Files/Arena ChMS/Arena Automation Agents/AgentConfiguration.exe folder located on the web server. Automation Agents. The interface, as shown below, contains five major areas: Agent Jobs, Agent Service, Worker Settings, Schedules, and Notifications. Agent Configuration The Agent Service shows the status of the selected Arena Automation Agent. From this page, you can start and stop the service in order to implement changes to the workers in the service. 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.

27 Arena Premium Administrator Manual Set Up 26 AGENT JOBS The Agent Jobs area, as shown to the right, lists the active workers in Arena s Agent service. See Appendix B for a full list and description of agents. 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. Arena Agents All worker settings with a future date will clear and must be reentered if the worker, once removed. 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.

28 Arena Premium Administrator Manual Set Up 27 WORKER SETTINGS The Worker Settings tab displays the configuration options for the worker currently selected. These configuration options can display 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 display in the dialog box at the bottom of this tab, as shown below. Agent Worker Settings

29 Arena Premium Administrator Manual Set Up 28 Schedules Each worker in the Arena Automation Agent service can operate on its own unique time line, which you can define on the Schedules tab. This tab displays the operating schedule for the 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, as shown below. Agent Schedules

30 Arena Premium Administrator Manual Set Up 29 Notifications You can configure the threshold, frequency, and recipient of any error/result messages produced by the worker on this tab. Just like Schedules, you can add or remove notification parameters. Agent Worker Notifications

31 Arena Premium Administrator Manual Set Up 30 Steps to Add and Start an Agent: 1) Go to ~Program Files/Arena ChMS/Arena Automation Agents folder. 2) Select AgentConfiguration.exe folder. Automation Agents 3) Click the Add icon. 4) Select the desired Agent from the Agent Jobs list. 5) Click OK. Agent Configuration 6) Adjust Worker Settings, as desired. 7) Set Schedules, as desired. 8) Set Notifications, as desired. 9) Click Start. 10) Click Save. 11) Close Agent Configuration.

32 Arena Premium Administrator Manual Set Up 31 Small Group Structure You create Group Clusters and Small Groups under Groups. However, you create the Group Categories, Cluster Types, and Cluster Levels in the Small Group Structure section under Administration. Small Group Structure determines the structure of Small Groups such as the number of levels a tree has between the highest level and the small groups themselves. The number of Cluster Levels for each Cluster Type governs the depth of a group tree. The names of cluster levels control tab-captions for the Group Details, and separate group trees for viewing in different pages in Arena. A collection of cluster types and cluster levels make up a Category. Clicking on the Small Group Structure page will display all the current Categories. By default, the two categories are Small Group (Groups) and Team (Sports), as shown below. You must create at least one Cluster Type before users can create a Group Tree. Small Group Category List ID This is the ID value for the Category that Arena automatically assigns. Category Name This is the name of the category. Cluster Types This number represents the number of cluster types within the Category. Groups This number represents the number of Small Groups. Cluster Types Clicking this link will display all the Cluster Types in this group. - Clicking this icon will display the details for the Category. The Category ID is necessary for several Module Settings, which separate the group trees apart to show in different pages. Clicking the Add New Category button following page. will open the details of a new Category, as shown on the

33 Arena Premium Administrator Manual Set Up 32 Small Group Category Details Name This is the name of the Category and the tab name for the Small Group level for all Cluster Types in this category. Arena will automatically make this word plural. Group Page ID Use the page picker button to select the Group Details page for this Category. Arena will automatically make this word plural, so make sure the Category name is singular. Cluster Page ID Use the page picker button to select the Group Cluster page for this Category. Default Role Use the drop-down to select the default member role assigned to people when added directly to any group within this Category. Use Uniform Number Select this box to use Uniform Numbers for members of groups within this Category such as for Sport groups.

34 Arena Premium Administrator Manual Set Up 33 Use Area Select this box to include an Area field to set the Area of a Group, which is separate from the Group s location. Allow Bulk Updates Select this box to allow members and member roles to be set using the Person Bulk Update. Private History Select this box if the desire is not display in the Person Details page history section of the group members. If you select this box, the group history will display on the group leader s history information. Credit as Small Group Select this box if all groups in this category should display in Map Area Statistics. Valid Roles Select the valid roles for all groups in this category. The list of Valid roles is determined by the roles set up under the Small Group Roles lookup type in Administration > Lookups. Captions Set the caption text to display for the fields used in Group Details. If you enter no caption, the field will not display in Group Details. Once you set up the Category, click on Cluster Types to set up Types for this Category. Opening this page will display the Cluster Type List for the selected Category, as shown below. Small Group Cluster Types If any cluster types already exist, click the edit button to open the details of the cluster type. Click the Add New Cluster Type button to add a new cluster type, as shown below. Small Group Cluster Type Details Cluster Type ID- This is the ID number Arena automatically assigns for the cluster type. Name This is the name for the cluster type, you can enter. Region Name Level Enter which level will represent the region name (optional). Unassigned Registration Level Enter the level for unassigned registrants from Add Registrations or from your Arena-managed website.

35 Arena Premium Administrator Manual Set Up 34 Allow Registration Select this box to allow users to add people to Groups within this Cluster Type via Add Registrations. Allow Occurrences Select this box to enable taking attendance. Relationships Set the relationship scales, as desired. See Peer Network in this manual for set up information. Click Update when done, or Cancel to end without saving. Once you create a Cluster Type, click the Cluster Levels hyperlink to set up the structure of the Cluster Type. The number of Cluster Levels determines the depth of the cluster type. Small Group Cluster Levels The Cluster Level list shows the Level Number, Level Name, whether the level allows Groups, whether the level allows Areas, whether level Leaders and Admins are notified when a registrant is added, the total number of Groups in the level, the total number of clusters set for that level, edit, delete, and add buttons, 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 are no levels, click the Add link. Either will bring up the Cluster Level details screen.

36 Arena Premium Administrator Manual Set Up 35 Small Group Cluster Levels Name Enter the name of the Cluster level. Level This is the pre-determined cluster level. Allow Groups Select this option to allow Groups. Only the last (bottom) cluster level should allow Groups. Allow Area Select this option to allow Areas for Group Clusters, typically the last level. Notify Leader Select this option if you would like Group Leaders to receive an when someone registers for the group. Notify Admin Select this option if you would like the Group Admin to receive an when someone registers for the group. Click Update when done, or Cancel to end without saving. 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 display until you create one. You will need to add levels in order, starting with Level 0. The more levels you add to a Cluster Type, the more levels a Group Tree will contain, before reaching the group. 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, you can create a Group Tree using the new Type.

37 Arena Premium Administrator Manual Set Up 36 Steps to delete Cluster Levels: 1) Before you can delete a cluster level, you will first need to delete all groups that use this cluster level. The cluster type page will display this number in the Total Groups column on the cluster type page. Arena will not allow you to delete the Cluster Levels or Cluster Types until you delete all associated Groups. Total Clusters 2) Once you delete all Groups, the Total Groups should display 0. Total Groups 3) Now you can click the Cluster Level delete icon. Delete Cluster Level 4) Once you delete all Cluster Levels, you can delete the Cluster Type, if desired. Total Clusters

38 Arena Premium Administrator Manual Set Up 37 Payment Gateways Payment Gateways provide a secure environment for credit card and Automated Clearing House (ACH) transactions between the Arena website and a merchant that authorizes the payment. You can use Payment Gateways for Mission Trips, Online Giving, and Event Registrations. Payment Data Systems (PDS), PayFlo Pro, Ministry LINQ, and TransNational Bankcard are supported payment gateway providers. Arena will not allow you to delete the Cluster Levels or Cluster Types until you delete all associated Groups. The Payment Gateways page displays a list of all current payment gateways. Once you obtain your provider account information, you are ready to create Arena payment gateways. Steps to Create a New Payment Gateway: 1) Click the Add link to create one. Once a Gateway exists, click the Add New Gateway Account below. icon to add more. Either will bring up the Payment Gateway Details, as shown Payment Gateway Set up Title Enter a name for this gateway account. Payment Processor Select a provider from the drop-down. Payment Data Systems (PDS), PayFlowPro (Paypal) Ministry Linq, TransNational Bankcard are Arena supported providers. Process Select either Credit Card or ACH. ACH is automatic bank drafts where member provides checking or savings account information. If you have both a credit card and ACH for a provider, create two payment gateways. Merchant Account Enter the number provided to you by the provider. Sub-Merchant Account Enter the number provided to you by the provider. User Name Enter the user name for the provider account. Password Enter the password for the provider account. Gateway URL Enter the secure URL provided to you by the provider. Log File Enter.txt file path for your organization s records. Process Time Enter the time the provider will batch process payments. 2) Click Update. All fields show in the Gateway List except Sub Account, Password, and Log File.

39 Arena Premium Administrator Manual Set Up 38 Background Checks (Optional) Arena offers integrated background screening services. Through this integration, once you establish an account with Protect My Ministry, your organization can request, approve and maintain background checks for all records. OVERVIEW Establish policies and procedures for processing staff and volunteer background checks. As you evaluate your organization s needs below are some suggested questions. Will the candidates interact with children? Will they handle money? Will they have access to anyone s personal information? Will they drive a bus? How often will you run each screening? Your insurance provider, HR professional or legal counsel can advise you. Document the process, including any forms to obtain authorization from the candidate. Sample PMM forms are provided at Downloads Documentation Product Inserts. Configured properly, Arena will: Populate the name, social security number, date of birth and address of an existing record. Provide a simple process to run a background check. Provide levels of authorization so that approval can be required prior to processing a background check. Maintain the status of the background check. Download the screening results and store it securely on your system. Allow designated staff to review the results and select Pass or Fail for the candidate. REQUIREMENTS FOR BACKGROUND CHECK SET UP Set up your account with Protect My Ministry. Verify and customize Background Check Types in Administration. Set Background Check Type and set security. Set up Background Check System s, as desired. See System s in this manual. Start Background Check agent. See Automation Agents in this manual. Verify proper page set up. Modify Background Check Details control settings, as desired, including the Consent Form Requirement Level control setting.

40 Arena Premium Administrator Manual Set Up 39 BACKGROUND CHECK CONFIGURATION If your organization has an existing account with Protect My Ministry, skip steps 2 through 7. If your organization does not have an existing account with Protect My Ministry, use all of the following steps. Steps to Set Up an Account with Protect My Ministry: 1) Go to Administration Background Check Configuration. Background Check Configuration 2) If you are setting up a new account, click on Sign up for Protect My Ministry link. A new window will display. Sign up for Protect My Ministry

41 Arena Premium Administrator Manual Set Up 40 3) Complete all appropriate fields for your organization. Be sure to select the check box for Arena located at the bottom on the online form. Protect My Ministry Registration Form 4) Click Next.

42 Arena Premium Administrator Manual Set Up 41 5) Select the method of payment for your organization. Be sure to select the box confirming you have read the PMM Service Agreement and Privacy Policy. Payment option for Protect My Ministry Payment Information

43 Arena Premium Administrator Manual Set Up 42 6) Confirm all information is correct on the Confirmation page. Verify Protect My Ministry Account Information

44 Arena Premium Administrator Manual Set Up 43 7Once the account registration process is complete, the below page will display. An will be sent to the account holder containing a confirmation of the receipt of the form and your account information. Registration Confirmation 8) Close the window.

45 Arena Premium Administrator Manual Set Up 44 Steps to Enter Your Acount Information in Arena: 1) An , containing your PMM account information will be sent to the Contact, as shown below. Account Sample 2) Enter the account information in the respective fields. If you have set up a new account with PMM enter the Account Activation information provided to you by your Arena CSR. Account Set up 3) Click Update.

46 Arena Premium Administrator Manual Set Up 45 Steps to Verify and Customize the Background Check Types: Through Arena, Protect My Ministry offers the Basic and Plus types. If you would like to create additional types, contact your Protect My Ministry representative. 1) Go to Administration Background Check Types. Background Check Types 2) Click the Edit icon on the far right of the Type. 3) Enter a Name for this background check type. 4) Click the Change link to search and select an existing record for the owner. By default, the owner will be the current user. 5) Select Notifications options, as desired. Be sure the respective background check system e- mails are set up. Background Check Type Owner on Request Check this box if you want Arena to the background check type owner when a staff members creates a request. Approver on Results Received Check this box if you want Arena to send an to the approver when individual reports is available for review. Requestor on Approve/Deny Check this box if you want Arena to send an to the requestor when the background check request is approved or denied. Requestor on Complete Check this box if you want Arena to send an to the requestor when the background check is done. 6) Select Screenings, for the Plus Plan. Basic Plans screening are pre-selected. Basic Plan Basic Plan Screenings: National Criminal Databse Search National Sex Offender Registry SSN Verification & Address History Plus Plan Screenings: National Criminal Databse Search National Sex Offender Registry SSN Verification & Address History Credit Screening Court Search Screening MVR Driving History

47 Arena Premium Administrator Manual Set Up 46 Steps to set Background Check Type Security: 1) Click the Security Key for each Background Check Type. Background Check Type Security Key 2) Set Security. Background Check Type Security View This access allows users to view requests for this background check type. Edit This access allows users to edit requests, including initial requests, for this background type. Edit Security This access allows users to edit security for this background check type. Approve This access allows the designated security role or person to approve requests for this background check type. Security Role Permissions Person Fields Security 3) Click Update.

48 Arena Premium Administrator Manual Set Up 47 Steps to Verify Proper Page Set Up and Set Consent Form: 1) Go to the Administration Pages Home Membership White Pages Person Detail Individual Information page. 2) Click the Main Content Tab. 3) Click the Person Detail control. 4) Set the Background Check Details Page, if needed. Person Detail Control Settings 5) Click Update. 6) Go to Administration Pages Home Membership New Background Check page. 7) Click the Main Content Tab. 8) Click the Background Check Details control. 9) Select a Consent Form Requirement Level option from the drop-down, if desired. This option will require the requestor or the approver to confirm he or she has obtained a consent form from the applicant. Background Check Details Module/Control Settings

49 Arena Premium Administrator Manual Set Up 48 SMS Text Messaging Arena offers the ability to send SMS messages via . SMS Text Messaging does not require an Agent, unless it is put into a queue (like using the Future Send option), in which case it will use the existing MailQueue Agent. The Arena Mail Queue Agent will only send SMS to items in a communication that are marked as Pending, Failed, or Queued. Steps to Allow SMS via 1) Set the SMS via Enabled Organization Setting to true. 2) Add, update, or deactivate the providers in the SMS Gateway Formats lookup. A list of major providers is available, by default. 3) Set MailMerge, as desired, on the SMS Communication page. 4) Update all pages where the SMS control setting is available, as desired. Below is a list of the controls where the SMS link is available. Person List control on the Popup Person Results (single) and Popup Person Results (multi) pages. Person Detail control on the Individual Information page. Report View control on the Report Grid page. Profile Tab control on the Tag Details page. Profile Members control on the Volunteer Administration page. Small Group Tab control on the Team Members page. Mission Details control on the Mission Details page. Communication Approval List control on the <Approver> page, if using Threshold and have created a Communications page where both and SMS messages are available for review and approval. Registration List control. List Report View control. Adding a Cell Phone on the Person Details Page Once enabled, users can send a SMS Message through Arena Communications. SMS from Person Details Page The SMSMerge.ascx control no longer exists. Instead, its functionality is available in the MailMerge.ascx control. The Default Communication Medium module setting determines SMS or an .

50 Arena Premium Administrator Manual Security 49 Security Security Roles Security Roles is the ability to group users by access to the pages, fields, and all areas of Arena. Security Roles Permissions grant users specific view, edit, approve, edit controls, and edit security. A user cannot view anything unless the Arena Administrator grants rights to do so by either security role permission, or Individual permission. Security roles are cumulative, meaning if you add a user to multiple Security Roles, the permissions allotted will stack, therefore the user will have access to all sections that each separate Role allow. Security Roles The below Security Roles are default roles with permissions set and specific purposes. The other Security Roles have no permissions set and are provided to assist you as you are evaluate your user-groups. All Users This role allows all users access. By default, this role has view permission access. Arena Administrators This role can modify Arena content. Global Administrators - This role has full access for administration purposes only. Registered Users This role allows authenticated user access. You will not add users to this role. Any user who is successfully logged in (been authenticated) will automatically have access. You cannot delete the All Users and Global Administrator roles, or modify the members of the All Users. IN ORDER TO SET SECURITY YOU WILL IMPLEMENT THE BELOW STEPS: Create a Security Role. Set Permissions for the new security role. Add existing records to the Security Role and set login and password for each user. Set template permissions.

51 Arena Premium Administrator Manual Security 50 Steps to Create a New Security Role: 1) Go to Administration Security Roles. 2) Click the New Security Role icon. Security Role List 3) Click the New Role link. 4) Click Edit Details. New Security Role Role Name This is the name of the security role. Sync With - This option allows you the ability to sync a role with existing group of Assignment Workers, Event Tags, Serving Tags, Ministry Tags, Groups, Active Directory Groups and Area Roles. When a user adds an existing record to the specific entity, Arena adds him or her to security role. The Role Sync Agent must be running in order for the sync option to function properly. When you sync a role, the ONLY method to add records to the role is by adding the record to the Assignment, Tag, Group, AD Group or Area Role. Notify New Members Check this box if you want records added to this role to receive an to notify them. Notification Subject This is the subject when you add a user to a security role.

52 Arena Premium Administrator Manual Security 51 Notification HTML/Text Message This is the message in HTML format. Use the merge fields [First Name], [Last Name] and [Login Information], as desired. Enter Notification Text Message This is the message in plain text format. Use the merge fields [First Name], [Last Name] and [Login Information], as desired. 5) Click Update. Steps to set Permissions for a Role: 1) Click Edit Permissions. This will open a new window with four tabs, Pages/Controls, Applications, Attribute, and Person Fields. You will set permissions on these tabs. 2) Select the portal you want to apply permissions. By default, the two portals are the internal Arena portal and the external Arena portal. For these steps, we will use the internal Arena portal Page/Modules Tab Pages/Modules tab This tab allows you to select a portal. Once you select a portal, portal pages will display. Applications tab This tab allows you to set permissions for Arena click-one applications. Attributes tab This tab allows you to set permissions for Person Attribute groups and attribute fields found on the Person Details page. Person Fields This tab allows you to set permissions for all individual fields on the Person Details page. You can also set permissions for these fields on the Person Details Field Security tab. Tags tab This tab allows you to set permissions for Ministry, Serving and Event Tags. Groups tab This tab allows you to set permission for all Groups and Sports. Edit rights for a Page will be largely unnecessary, unless the user can access Page Settings under Administration Pages.

53 Arena Premium Administrator Manual Security 52 3) On the Portals/Modules page, set permissions, as desired. Security Role Permission Screen When setting permissions, it is good to have an understanding of how the options work. On this page, you can set permissions for the page and for the controls applied to the page. You can also set control permissions on the page itself. View This permission allows users to view (read only) the page. Edit This permission allows users to edit the contents of the page. Edit Security This permission allows users to edit page security. Edit Modules This permission allows users the ability to add, delete, and edit the modules and their settings. Approve This permission allows users the ability to approve such as promotions, events, registrations, etc. Approval is required in order for these items to display on your Arenamanaged website. Edit Modules This permission allows users to ability to add, delete, and edit modules and module settings. Edit Notes This permission allows users to add, delete, and edit person notes. Edit Registration This permission allows users to edit on-line registration settings for event tags. The method for setting Security on Individual Pages, Modules, and Attributes allows for propagation down from a parent page to child pages, if desired. This method will automatically grant View access upon granting and another access to that Page/Module/Attribute. 4) Click the Applications tab to make the desired permission selections for this Security Role. Applications Tab

54 Arena Premium Administrator Manual Security 53 5) Click the Attributes Tab to make the desired permission selections for this Security Role. Attributes Tab 6) Click the Person Fields Tab to make the desired permission selections for this Security Role. Person Fields Tab 7) Click the Tags Tab to make the desired permission selections for this Security Role. Tags Tab 8) Click the Groups Tab to make the desired permission selections for this Security Role. Groups Tab 9) Click Save.

55 Arena Premium Administrator Manual Security 54 Steps to Add an Existing Record to a Security Role Not Using the Sync Role Option: Below the Role Details, you will see a list of the people whom are in the Security Role. 1) From the security role page, click the Add New Person icon to search and select an existing record. Adding a person to a Security Role 2) If you are using forms authentication, click the name of the recently added person. 3) Click the Security tab. 4) Click Add New Login icon in the Arena Logins section. New Login 5) Verify or modify login, as desired. By default, Arena will assign a login using the first initial and last name. If more than one user has the same first initial and last name, Arena will add the next sequential numerical value to the login. 6) Enter password, if you are using Database authentication. Password must be between 5 and 30 characters long and must contain at least one digit. 7) Select Authentication Type. Arena Login Active Check this box to make this login active. User must change password at next login Check this box if you want the user to have the ability to create a user-specific password when they first login. Account is locked Check this box to lock the account.

56 Arena Premium Administrator Manual Security 55 Steps to Set Permission for the Template Controls: 1) Go to Adminsitration Templates. 2) Click on the Arena ChMS template or the template used for the internal Arena portal. Arena ChMS Template 3) Click the Left Content tab. 4) Click the security key icon. Template Left Content 5) From the Available Roles drop-down, select the new security role. 6) Set permission for this role. View right permission is all that is required. Arena Security 7) Click Update. 8) Refresh cache and test the security role.

57 Arena Premium Administrator Manual Security 56 Steps to Copy a Security Role: As you create security roles for your organization, it can be more efficient to copy an existing role and edit permissions for the copied role, than to create a new security role from scratch. At the bottom of the Security Role List, there is a Copy Role option. This option allows for quick duplication of a role. Copying a Security Role 1) Select the role to copy from the Copy Role list of existing security roles. 2) Enter the name for the new security role in the As: field. 3) Click Copy to create the duplicate Security Role. 4) Edit Permissions for the copied Role, as desired.

58 Arena Premium Administrator Manual Security 57 DELETING RECORDS You may find it necessary to delete records, as opposed to making them inactive. On this occasion, Arena offers the ability delete records through a module setting on the Person Detail module. Users that have Global Admin rights are allows to delete records. Steps to Allow an Individual or Security Role(s) to Delete Records: 1) Assuming you have created a security role of users who can delete records, go to Administration Pages Home Membership White Pages Person Detail Individual Information. 2) Select the Main Content tab. Individual Information-Main Content Tab 3) Select the Person Detail control. 4) Set the Allow Delete control setting to True. Allow Delete Module Setting 5) Select the security roles, as desired. Allow deleting of a Person on Person Detail Module Setting When trying to delete a record, if the record contains associated data, a friendly message will display to notify the user that all the related records must be deleted in order to delete this record.

59 Arena Premium Administrator Manual Security 58 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 on the Person Details page for all records, limiting what users can view or change. While the record displayed is the current user logged in, security settings apply to all records. Due to the nature of this function, it is advised access to this link be limited to just a few people. Person Details with Security If all field security options do not display, set Secure Fields to True on Person Detail control on the Individual Information page.

60 Arena Premium Administrator Manual Security 59 Security Templates Security Templates enable you to create a set of permissions that can include different security levels for multiple users and/or Security Roles. You can apply the security template to areas such as pages, controls, person notes, attributes, Steps to Create a Security Template: 1) Go to Administration Security Templates. 2) Click Add New Security Template icon. Adding a Security Template 3) Enter the Name for this Security Template. 4) Enter a Description for this Security Template. 5) Select Object Type. Available objects include Portal, Page, Module (control), Tag, Attribute, Attribute Group, Metric, Report, Group Cluster, Application, Person Field, Person Note, Document Type, Assignment Type, Background Check Type, and API Application. 6) Select the Security Roles or Record to add to this Security Template. Template Security 7) Click Update.

61 Arena Premium Administrator Manual Security 60 APPLYING SECURITY TEMPLATES IN NOTES Once you create and enable a security template for a person note, users who have permissions, can add the security template to a person note allowing other users the ability to see a note marked private. See the User manual for more information regarding creating Person Notes. Security Template Notes USING SECURITY TEMPLATES WITH OTHER OBJECT TYPES If you enable security templates for an object type other than notes (Pages, for example), then the template will be available in the security popup window for that object. This feature Arena Security

62 Arena Premium Administrator Manual Extending Your Arena 61 Extending Your Arena This section of Administration focuses on extending the various functions throughout Arena such as Lookups, Person Attributes, Relationship Types, Campaigns, Custom Field Groups, and Social Modules. These features give you the ability to tailor Arena to fit your organization. DOCUMENT TYPES Document Types enable users the ability to upload forms, images, text documents, scanned images, or just about any file. Once you create document types, permission s can be set to secure the type by security role or person. In order to add a document to Arena, at least one Document Type must be set up. Steps to Create a Document Type: 1) Go to Administration Document Types. 2) Click the Add New Document icon. New Document Type 3) Complete fields, as desired. New Document Details Type Name Enter a name for this Document Type. Show on Person Details Check this box to allow users the ability to upload this type of document t on the person detail page. Allow Description Check this box to allow users the ability to enter a description for uploaded documents. Use Type as Title Check this box to use the document type as the document title. Image Check this box to allow users the ability to upload an image for the document. Icon paths must be in the following format: ~/Images/file.ext.

63 Arena Premium Administrator Manual Extending Your Arena 62 Icon (Small) If the image box 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 box 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. 4) Click Update. 5) Set security, as desired. Document Type Security Steps to Add a Document Type to a Person Attribute: 1) Go to Administration Person Attributes. To add a document type to an existing Person 2) Click the Add New Attribute icon. 3) Select the Display Location. New Person Attribute 4) Click Update. 5) Select the Attributes for the new Person Attributes. Attributes 6) Click Add. New Attribute 7) Select Group. 8) Enter a Name for this attribute. 9) Select a document Type.

64 Arena Premium Administrator Manual Extending Your Arena 63 11) Select Qualifier. This drop-down will list all Document Types marked to Show on the Person Details page. Person Attribute Details Visible Check this box for the uploaded documents to be visible. Read Only Check this box for the attribute to be ready only. Required Check this box if users are required to upload a document, when editing this attribute. Enable History Check this box to enable history for Arena to track when the attribute is changed. Number of Previous Values If you Enable History, enter the number of previous values to track. 12) Click Update.

65 Arena Premium Administrator Manual Extending Your Arena 64 File Browser Administrator The File Browser Administrator gives users the ability to set up a folder structure within and store documents, not associated with a record, group or tag. This folder structure is database-driven. File Browser Administrator

66 Arena Premium Administrator Manual Extending Your Arena 65 Peer Network Relationships Peer Network Relationships represent a connection between records by calculating a score for the record as well as scores for the peer network. The Peer Network will display on the person details page with the name, score, and up or down trend for the records. Peer Types and Arena Calculate Peer must be set up prior to using peer network relationships. 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, as shown below. Peer Type Set up Name Enter the name of the Peer Type such as Tag Peers, Tag Owners, Group Leaders, etc. Active By default, Arena selects active. Description Enter a description such as how the Peer Type is used. Stored Procedure Choose a stored procedure from the drop down list to assign to the peer type. The default stored procedures as shown on the following page 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. Parameters Enter a description and give the value of the peer type.

67 Arena Premium Administrator Manual Extending Your Arena 66 peer_sp_calculate_tag_peers peer_sp_calculate_tag_owners peer_sp_calculate_group_peers peer_sp_calculate_group_leaders peer_sp_calculate_declining Calculates member to member score in a tag based on relationship strength. Calculates tag owner to member score in a tag based on relationship strength. Calculates member to member score in a group based on relationship strength. Calculates group leader to member score in a group based on the relationship strength. Calculates the declining scores from tags and groups. 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 Agent 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 set up to run on a daily, weekly, or monthly basis. Peer Agent Configuration

68 Arena Premium Administrator Manual Extending Your Arena 67 RELATIONSHIP STRENGTH FOR GROUPS Setting up the relationship strength for groups is typically an administrative function because this must be set up on the Cluster Types. This is set up through the Small Group Structure section under the Administration area of Arena. Steps to Set the Relationship Strength for Groups: 1) Go to Administration>Small Group Structure. 2) Click on the desired Cluster Types link. 3) Click the Cluster Type edit icon. Small Group Peer Strength 4) Set Relationships strength by moving the scale bar off to the desired position. 5) Click Update. Once you move the relationship strength scale to the desired position, all records in groups using this cluster type will display the names and scores on the person details page. 6) Click Update. 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.

69 Arena Premium Administrator Manual Extending Your Arena 68 Lookups Lookups under Administration display a list of all current Lookup Types. Each Lookup Type contains specific Lookup Values. For many Lookup Values, you can modify existing or add new values To view the Values, click on the Lookup Type hyperlink. To edit an existing Lookup Type, click the Edit icon to the right. The Delete icon will remove this Type from the list, provided there are no Lookup Values associated to that Type, and the Type is not a System Value. Lookups Certain values are System Values, and cannot be edited or removed. Steps to Create a Lookup: 1) Click the Add New Lookup Type icon at the bottom. Clicking this link will add a new lookup type called [New Lookup Type]. 2) Click the [New Lookup Type]. 3) Enter a name for this Lookup Type. Lookup Type 4) ID This number is the field identification number created by the database. 5) Lookup Type This is the name of the lookup type. 6) Description Enter a description for this Lookup Type such as, what kind of values this type will hold. 7) Qualifiers Enter the title of the qualifier. This option can perform certain tasks when the value is used. Typical user-created values will not have any qualifiers, but you can use them for reporting purposes to group multiple values together.

70 Arena Premium Administrator Manual Extending Your Arena 69 8) Click the Add link if this is the first value or the Add New Lookup Value icon if lookup values already exist. Add Lookup Value 9) Enter lookup value. Lookup Value ID This number is created by the database when a new lookup value is created Value Enter in the Lookup Value name. Active Leave this checkbox checked to use this Lookup Value immediately. Foreign Key Only the Arena Sync or modifying the Database will enter a value in the Foreign Key field. 10) Click Update to save. 11) Add as many lookup values, as desired, for the lookup type. 12) Change the order the Values display in the lookup type by using the double arrows to drag-n-drop the value to the desire position.

71 Arena Premium Administrator Manual Extending Your Arena 70 Person Attributes Person Attributes are default and 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. Person Attributes display on the Person Details page. 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 the Groups on the page, and the delete link., placement arrows for ordering You can delete only non-system Group Person Attributes.

72 Arena Premium Administrator Manual Extending Your Arena 71 Steps to Add a New Attribute Group: 1) Go to Administration Person Attributes. 2) Click the Add Attribute icon. 3) Enter a Group Name. 4) Select the Display Location. This is where the attribute group will display on the person details page. Person Attribute Group 5) Click Update. 6) Click Attributes for the new Person Attribute Group to add attributes for this group. Attribute Groups Attributes 7) Click Add to add attributes to this Attribute Group or the Attribute Name link to edit an existing Attribute.

73 Arena Premium Administrator Manual Extending Your Arena 72 8) Complete or select attribute data, as desired. Attribute Group This is the Attribute Group to which the Attribute is assigned. Changing this will move this Attribute to a different Attribute Group. Name Enter the name of the Attribute, such as How Received, Uniform Size, Background Check, etc. The name of an Attribute can be up to 125 characters total. Type Choose the type of field to display for the detail of this Attribute. The options are: o Integer This allows the user to enter a numerical value. o String This allows the user to enter text. o Date/Time This allows the user to enter a date, with calendar lookup. o Lookup This option enables you to select an existing lookup type. o Yes/No This allows the user to select a Yes or No checkbox. o Decimal This allows the user to enter a decimal numerical value. o Currency This allows the user to enter currency values. o URL This allows the user to enter a HTTP link that will open a new web browser to that link. o Document This allows the user to upload a document. You create at least one Document Type in order for users to upload a document. Visible Selecting this option displays this Attribute on the Person Details page. Read Only Selecting this option makes this attribute view only and is not editable. Required Selecting this option requires the user to update the attribute when in editing the attribute group. Enable History You can check if you want to enable Arena to keep the history of this attribute, using the Number of Previous Values. Number of Previous Values Enter the number of values you want to track. 9) Click Update. 10) Repeat steps 7 through 13 for each Attribute for this Attribute Group.

74 Arena Premium Administrator Manual Extending Your Arena 73 11) As you add attributes, you can change the order of the attributes by using the Change Order icon to drag-and-drop the attribute to the desired position. Person Attributes 12) Set security for the Attribute Groups and each Attribute. You can also set security through Security Role Permissions. Attribute Group Security Attribute Security In order to enter values, users must have edit rights for the attribute group and attribute. 13) If you would like existing or custom Attributes to be available in White Pages Advanced Search, make the appropriate Person Search control settings on the White Pages page. Attributes to Search

75 Arena Premium Administrator Manual Extending Your Arena 74 Relationship Types Relationship Types enable the user to show a relationship between two records outside of the immediate family. 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 inverses, as shown below. By default, no Relationship Types exist for new installations. Relationship Types Steps to Add Relationship Types: 1) Go to Administration Relationship Types. 2) Click Add. 3) Enter a Name for this Relationship. The first Relationship Type will not have an Inverse. First Relationship The very first relationship you enter will have no values for an Inverse Relationship, so leave the inverse blank. After you create at least one Relationship Type, you can select it as the inverse of the second one you create. 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. 4) Set the Relationship Strength, as desired. 5) Click Update. 6) Click the Relationship icon to add the Inverse Relationship Type. 7) Enter the Relationship Name. Inverse Relationship

76 Arena Premium Administrator Manual Extending Your Arena 75 8) Click the Update. If your organization uses Arena Check-In and you would like to allow non-family members to check one another in, create a Relationship containing the phrase "can checkin" (case insensitive, no quotes) to permit this action. To place a relationship type on a record, please see Viewing a Record in the Arena End User Manual.

77 Arena Premium Administrator Manual Extending Your Arena 76 Campaigns The Campaigns section of Administration is where you can create and manage a Calling Campaign. Clicking on Campaigns will open a list of all current Campaigns. Once you create a campaign, users can execute the campaign from Membership Campaigns or from your organization s Arena-managed website. Steps to Create a New Campaign: 1) Go to Administration Campaign Administration. 2) Click Add. 3) Select the Edit icon to edit this campaign. New Campaign 4) Complete all Campaign information, as desired. New Campaign Set up Name This is the name of this Campaign. Description Enter in a description for this Campaign. Campaign Manager Select the member who is the Campaign Manager for this campaign. Active Check this box to indicate if active campaigns. 5) Click the Update icon. Users can add existing records to active campaigns through Person Bulk Update. See Active Campaigns in the User Manual. After a campaign is complete, clicking on the Campaign Name link displays the current statistics and any outstanding notes of the campaign. Once a campaign exists, the list will show the Campaign Name, Description, Active Status, the Edit icon, and Delete icon, as shown below. Click Edit to change any of these fields. Campaign List

78 Arena Premium Administrator Manual Extending Your Arena 77 Once a campaign is complete, users with security permissions can view statistics and notes for the campaign. Campaign Statistics

79 Arena Premium Administrator Manual Extending Your Arena 78 Custom Field Groups Custom Field Groups are available in Assignments, Events Tags, and Missions. These field groups enable users to select the predefined custom fields, as desired. When users add a Field Group to an Assignment, Group, Tag or Mission, Arena adds all fields in the Custom Field Group. See Arena End User Manual for more information for each specific use. Steps to Create Custom Field Groups: 1) Go to Administration Custom Field Groups. 2) Click Add. 3) Click the Edit icon. New Custom Field Group 4) Enter the name for this Custom Field Group. 5) Select Category. You can create Categories in Lookups Custom Field Module Category. Edit Custom Field Group 6) Click the Update icon to save. 7) Select the name of the new Custom Field Group. 8) Select the Add New Field icon to create a field. 9) Complete fields, as desired. New Custom Field

80 Arena Premium Administrator Manual Extending Your Arena 79 Title This is the name of the Custom Field. Title Location You can select the location for the fields. Left, right, top, and bottom are the options. Type You can select the type of field. The options are: o Address this field gives users the ability to enter an address. o Area this field enables you to select an available area. You can create Areas in Groups. o Checkbox this field enables you the ability to create a multi-select list of options for users. Enter values in comma-delimited format. o Custom Query this field enables you the ability to enter a custom SQL query. o Date this field allows users to enter a date. o Document this field enables users the ability to attach a document. You must create at least one Document Type for this field to be available. o Dropdown List this field enables you the ability to create a drop-down list of options for users to select. Enter values in comma-delimited format. o Image this field enables users the ability to upload an image. o Lookup Type this field enables users the ability to select an existing dropdown from Lookups. o Person this field enables users the ability to search for a single existing record. Person Page ID is 7. o Phone Number this field enables users the ability to enter a 10-digit telephone number with the option to enter an extension. o Radio List this field enables you the ability to create a single-select radio list of option for users. Enter values in comma-delimited format. o Rich Text Field- this fields enables users the ability to enter rich text. o Static HTML Content this field enables users the ability to enter HTML content. o Textbox this field enables users the ability to enter text. Rows This option, used when field type is textbox, enables word wrapping for the number of entered rows. Pixels Wide This option, used when field type is textbox, enables you to enter a value that represents the width of the field box. Value(s) Depending on the Field Type, 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 box to make the field visible. Required Check this box for fields that are required. Read Only Check this box to indicate fields that are view only. This will make the field display as a disabled field (grayed out). Enable Auto-Fill Check this box for the field to auto-populate, using Arena data. This option is for fields behind a login. Show on List Check this box for fields to display on the confirmation page of event registration. 10) Click Update. 11) Repeat steps 8 and 9 for all fields you want to add to the Custom Field Group. You cannot delete Field Groups that have any Custom Fields within it.

81 Arena Premium Administrator Manual Extending Your Arena 80 Feed Formats Set up the feed formats to use for portal channels under Web Content. Feed Format Title - Title for the format. Descriptor - Optional description of format. MIME Type - MIME Type information. Enclosure Required - Choose the Enclosure Type to be required, if desired. Public Format - Choose to have the format as public, if desired. XSLT URL - Path to the XSLT file.

82 Arena Premium Administrator Manual Extending Your Arena 81 System s System s are custom s that may be set up for use with certain modules and agents within Arena. Below is a list of system s along with a brief description. In order to use system s, you must complete and save the receiving information, start Agents where applicable. System Advanced HTML Agent Birthday Agent Daily Agent Group Leader Registration Agent Group Member Registration Description Sends system when modifications are made to the Advanced HTML control. Sends system to all recipients, based on the Arena Send Birthday s automation agent. Sends system when the Arena Daily automation agent is run Sends system based on the Arena Small Group Registrations automation agent. Sends system based on Arena Small Group Registrations automation agent run. Agent Mailing(CASS/Move) Agent Mission Trip Registration Deposit Reminder Agent Mission Trip Registration Reminder Agent Serving Reminder Agent Voic Notification Assignments to Remind Worker Assignments to Requestor on Close Assignments to Requestor on Entry Assignments to Requestor on update Assignments to Worker on Close Assignments to Worker on Entry Assignments to Worker on Update Sends system to mission team member, with deposit reminder. Sends system to mission team member with registration reminder. Sends system to members of the Serving tag, when the Arena Serving Reminder automation agent is run and future occurrence exists. Sends system when the Arena PBX Voic automation agent is run. Sends a reminder to the worker if the assignment is not updated or closed in a specified period of days. Sends a system to the Requestor when an Assignment is closed. Sends a system to the Requestor when an Assignment is entered. Sends a system to the Requestor when an Assignment is updated Sends a system to the worker when the assignment is closed. Sends a system to the worker of the Assignment. Sends a system to the worker when the assignment is updated.

83 Arena Premium Administrator Manual Extending Your Arena 82 Assignments Notify Assignment Type Subscriber Background Check Received From Provider Background Check Requested Background Check Updated Classified Approval Counseling Request Event Registration Notification Login Request Merge Person Request Mission Trip Contribution New User Account Verification Newsletter Online Giving Contribution Online Giving Rejected Contribution Password Request Prayer Request Comments Prayer Request Expire No Renewal Prayer Request Expire With Renewal Serving Opportunity Details Small Group Locator Subscribed Announcements User Confirmation Announcements Sends system to the subscriber when an assignment is updated. Sends an to the person who Approved the request when the results of the background check are picked up by the Arena Agent. Sends an to the owner of the Background Check Type when a background check of that type is requested. Sends an to the requestor when the background check is approved or rejected. Sends system when a classified ad is approved. Sends system to counselor when a request is entered. Sends an to the person who registers for an event. Sends system when new account request module is used. Sends system from merge persons control when role with no edit access requests to merge records. Sends system once a mission trip payment is made through online giving. Sends system to registered user. Sends system to Newsletter subscribers with a link to the newest newsletter. Sends system once payment is made through online giving. Sends a system to the designated person with a list of rejected Contributions. Sends system once password request is made using Request Login Information module. Sends system when the Arena Process Prayer Requests automation agent is run. Sends system when the Arena Process Prayer Requests automation agent is run. Sends system when the Arena Process Prayer Requests automation agent is run. Sends systems to tag owner when a person signs up for their serving opportunity from the external web site. Sends system when request is submitted through the Small Group Locator. Sends systems to persons who have subscribed to announcements. The setting is controlled by the ArenaSubscribedAnnouncement agent. Sends systems to a person when they subscribe to an announcement. This is sent out when the agent is configured.

84 Arena Premium Administrator Manual Extending Your Arena 83 Report Registration Report Registration connects a report from Report Services allowing it to be run using the results of a List selection. (See Public Lists and My Lists in the 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 view current registered reports, click on Reports in the appropriate section of Arena, or navigate to Opening Report Registration will display a list of Reports currently registered within Arena for use with Lists, as shown below. This list shows the Report Name, the Path, the Definition File name, and a delete registered. icon. For installations, there are no reports Registered Report List Steps to Add a New Registered Report: 1) Click Add. Registration Page 2) Name This drop-down list is all the reports that exist in Report Services. 3) Path This identifies the file path of the report. 4) Definition File This is the type of List 5) Select an existing Report from the Name drop-down. 6) Select a Definition File from the drop-down. 7) Click Update when done. Not all Reports are configured to work with Lists.

85 Arena Premium Administrator Manual Extending Your Arena 84 Reporting LISTS Lists in Administration functions the same as Lists in Membership, with the exception of ability to select criteria you may secure for other users, or modified through List Configuration. LIST SORTING OPTIONS While a powerful tool, Lists, My Lists and Public Lists in Arena can become cluttered and difficult to navigate as users create and use lists. Arena has two functions that 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. Users can use List Categories to sort and filter existing lists, making it much easier to manage a large number of lists. You can create values for the Report Category drop-down in the List Categories Lookup. List Category Drop-down The Report Category will display on the first page of the List Wizard for Lists, My Lists and Public Lists, as shown below. List Categories

86 Arena Premium Administrator Manual Extending Your Arena 85 PUBLIC/PRIVATE LISTS Another list sorting option is the Public/Private lists function. This control setting enables an administrator to set a Lists page so only lists created by the current user will display. 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, enables users to maintain a very organized and secure set of Lists. Steps to Set a List Control Only Display Lists Created by the Current User: 1) Go to Administration Pages Home Membership Lists. 2) Select the Main Content tab. 3) Select the Report List control. 4) Set Filtered by Current user, as desired. List Report Module Settings 5) Click Update.

87 Arena Premium Administrator Manual Extending Your Arena 86 Steps to Enable Type of Lists: An option to secure My and Public Lists is to add the List Report control to a page and select the enabled List Types and set security for the control. 1) Go Administration Pages Home Membership Public Lists. 2) Select the Main Content tab. 3) Select the Report List control. 4) Select the Build List Option, as desired. This control setting allows users the ability to select an Advanced Build option using OR logic instead of the default AND logic. We recommend adding this control to a new page. List Report Control This control enables you to limit access by Report Type. You can also add this control to a new page, enabling you to broaden limited access by Report Type. 5) Click Update. 6) Set security for this control. Control Security

88 Arena Premium Administrator Manual Extending Your Arena 87 List Configuration The List Configuration enables Arena Administrators to select the specific criteria and criteria categories that are available for each type of List in My Lists and Public Lists. Administrators can also use this to allow or block, by person or Security Role, access to a Report Type. Administrators can also add custom criteria to My/Public Lists. List Configuration only affects My Lists and Public Lists. List Configuration Report Types Tables Clicking this link will display all tables associated with the Report Type. You can select fields to include when users export to Excel. Criteria Controls This is the collection of criteria, by area. Attribute Controls These controls consist of person attribute criteria. Lists also provide you the option to link to Person Reports from other types of Reports (Contributions, Groups, etc.). When building a Report of any type, a specific Person Report can then be chosen to link to that particular Report. List Configuration Details

89 Arena Premium Administrator Manual Extending Your Arena 88 CRITERIA CONTROLS In the List Controls, an administrator can enable or disable specific criteria and criteria categories for each report type in My Lists and Public Lists. List Controls Steps to Enable or Disable Existing Criteria for use in My Lists and Public Lists: For fields that you choose to make available in My Lists and Public Lists, Arena honors security for users who do not have access to view the criteria. 1) Go to Administration List Configuration. 2) Select Criteria Controls for a List Type, as desired. Criteria Controls 3) Click Controls for the List type you wish to modify. Edit Criteria

90 Arena Premium Administrator Manual Extending Your Arena 89 5) Select the appropriate checkbox of the criteria you wish to enable or disable. Enable or Disable Criteria 6) Click Update. Refresh cache, prior to verifying changes in My Lists or Public Lists. Steps to Add Existing Fields when Exporting to Excel: The List Merge Fields define which available fields must be included in the final output of the list, regardless if the user selects the field or not. Any time you want to include the field in a merge document, select the field here. 1) Go to Administration List Configuration. 2) Click Tables for the List Type to modify. List Type Tables 3) Click Fields of the table to which you would like to select criteria. List Tables

91 Arena Premium Administrator Manual Extending Your Arena 90 4) Select the enabled checkbox of the fields to include when users export to Excel. List Merge Fields 5) Click Update. Steps to Include Null value for Attribute Dates: 1) Go to Administration List Configuration. 2) Select Criteria Controls for the Report Type you want to modify. Report Criteria Controls 3) Select Controls for the Criteria Group you want to modify. Criteria Controls 4) Select the Edit icon of the Control you want to change. Criteria Details 5) Select Include Null Checkbox. This option is not available to all criteria.

92 Arena Premium Administrator Manual Extending Your Arena 91 Steps to Change the Setting to Pull Active or Inactive Lookup Values: 1) Go to Administration List Configuration. 2) Click Criteria Controls for a specific Report Type. Criteria Controls 3) Click Controls link that uses Lookup values (i.e., Member Status). Controls 4) Click the Edit icon of the Control you want to change. Control Edit 5) Select the Active Lookup Only checkbox, as shown below. Use Active Lookups 6) Click Save. Steps to Add Campus: 1) Go to Administration>Pages. 2) Expand the Home pages. Pages>Home 3) Click on the Organization Details page. Organization Details

93 Arena Premium Administrator Manual Extending Your Arena 92 4) Click the Child Pages tab. Organization Child Pages 5) Click the Add New Page icon. 6) Enter a Name for this new page. Page Details 7) Click Update. 8) Click the Organization Details page. 9) Click on the Main Content tab. 10) Click the Organization Settings module link. Organization Settings Security 11) Click the Add link. Add Pages

94 Arena Premium Administrator Manual Extending Your Arena 93 12) Associate the new page by selecting the new page or entering the page number. Page ID may vary for your organization. Campus Page 13) Now from the Administration>Organizations page, you can add Campuses on the new Campus tab. Adding a Campus

95 Arena Premium Administrator Manual Extending Your Arena 94 Steps to Add Groups Scoping 1) Go to List Configuration. 2) Select Tables for the Person Report Type. Person Report Tables 3) Select the smpg_v_group_member_role table. Group Table 4) Verify the Table Prefix is GMR and Join String is for GMR. Table Prefix 5) Click Save. 6) Click Cancel on the Table List page. 7) Select Criteria Controls for the Person Report Type. Criteria Controls 8) Select Controls for the Small Group Criteria. Small Group Controls

96 Arena Premium Administrator Manual Extending Your Arena 95 9) Select Edit for the Small Group List control. Small Group List Control 10) Verify Person_id is the Related Field, Scope Results to Select Groups is selected, and Enabled. Criteria Details 11) Click Save. 12) Click Edit for the Role_Name.

97 Arena Premium Administrator Manual Extending Your Arena 96 13) Verify control settings. Control Settings 14) Click Save.

98 Arena Premium Administrator Manual Extending Your Arena 97 List Control Types Control Type Description Existing Example Query Example Compare_Currency Comparison dropdown for a single numerical box. WHERE<field>LIKE,>,<.=.3tc> <value> Compare_DateTime Comparison dropdown for a single date box. Anniversary date WHERE<field>LIKE,>,<.=.3tc> <value> Compare_Decimal Comparison dropdown for a single numerical box. WHERE<field>LIKE,>,<.=.3tc> <value> Compare_ID Comparison dropdown for a single text box for IDs. Leader ID WHERE<field>LIKE,>,<.=.3tc> <value> Compare_Int Comparison dropdown for a single numerical box. C Drive Space WHERE<field>LIKE,>,<.=.3tc> <value> Compare_String Comparison dropdown with a single text box. First Name WHERE<field>LIKE,>,<.=.3tc> <value> Const_Lookup Checkboxes for hardcoded values. Gender WHERE<field>IN(<value>,<valu e>,etc.) Function_CompareDeci mal Comparison dropdown for a decimal value that has the return value based on a function. Distance from the church WHERE<function(<field>)> LIKE,>,<,=,etc. <value> Function_CompareInt # of adults in family WHERE<function(<field>)> LIKE,>,<,=,etc. <value> Function_ComparePho ne Comparison dropdown for phone numbers, calls the stripphone function WHERE<function(<field>)> LIKE,>,<,=,etc. <value> Function_CompareStri ng Comparison dropdown for a decimal value that has the return value based on a function. WHERE<function(<field>)> LIKE,>,<,=,etc. <value> Function_RangeDay Range for day based on values calling a function. Birth day WHERE <function(<field>)>>=<value1 > AND<function(<field>)><=<val ue2 Function_RangeInt Range for integer values calling a function. Total Contribution WHERE <function(<field>)>>=<value1 > AND<function(<field>)><=<val ue2 Function_RangeMonth Range for month based on values calling a function. Birth Month WHERE <function(<field>)>>=<value1 > AND<function(<field>)><=<val ue2 Function_RangeYear Range for year based values calling a function. Age WHERE <function(<field>)>>=<value1 > AND<function(<field>)><=<val ue2

99 Arena Premium Administrator Manual Extending Your Arena 98 GroupList Lookup_CompareList Query_CompareInt Query_CompareList Query_CompareStrin g Query_Const_Lookup Query_Lookup Checkbox tree list of Groups, returns person_ids Comparison dropdown integer textbox using a query to return values Comparison dropdown textbox using a query to return values. Uses a query to return hardcoded values from a predetermined list of values. Uses a query to return checkbox options from a list of table options Small Groups Serving Hour Category Serving Status Role Range_DateTime Range for date values Birth date Range_Int Range for integer values D value Table_Lookup Checkboxes for lookups TagList Checkbox tree list of Tags, returns person_ids YesNo? Query_Query_Looku p Uses a query or function in the SELECT and WHERE clauses for values to choose from and for results Member status Ministry Tag In Small Group Status WHERE person_id IN(<person_ID values>) WHERE <query(<field>)>=,<.>.<>.e tc. <value> WHERE <query(<field>)>=,<.>.<>. Etc. IN (<value>,<value>,etc.) WHERE <query(<field>)>=,<.>.<>et c. <value> WHERE <query(<field>)>=,<.>.<> Etc. IN (<value>,<value>,etc.) SELECT <field>as field_value, <field> as field_text WHERE <field>>=<value> AND <field> <=<value> WHERE <field> >=<value> AND <field> <=<value> WHERE <field> IN (<value>,<value>, etc.) WHERE person_id IN (<person_id values>) SELECT <query> AS field; WHERE <query>=<value>

100 Arena Premium Administrator Manual Extending Your Arena 99 Steps to Add a Custom Person Attribute to Public/My Lists: 1) Create custom Person Attributes. 2) Go to Administration List Configuration. 3) Select the Edit icon of the Report Type to which you would like to add the Attributes. List Configuration-Report Types 4) If you would like to add these attributes to the Person Report Type, select Link to Person Report. It is common to add Person Attributes to the Person Report type. 5) Select Person ID from Select Field Name dropdown. This is the field to connect the tables together. 6) Select Add Attribute Control. 7) Select the Link to Attribute Table, as desired. Core_person (P) is mostly like going to be what you want if you are adding Person Attributes. Report Type Details 8) Click Save. Now you should see Attribute Controls to the right of the Report Type. 9) Click Attributes Controls to select the fields to make available in Public/My Lists. The assumption is you have made security settings for any fields you want to restrict access. Attribute Controls

101 Arena Premium Administrator Manual Extending Your Arena ) Click the Edit icon of the Attribute Group, so you can select each field specifically. Attribute Group 11) Select the fields you would like available. Criteria 12) Click Update. 13) Select the Enabled box of the Attribute. The order of steps is very specific. You must select the fields first and then the Attribute Group. Enable Attribute Group

102 Arena Premium Administrator Manual Extending Your Arena 101 Reports The Reports page 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 the Membership section of the Arena End User Manual for information on using pre-built reports. Steps to Add an RDL Report from Uploading the Security Roles Report from the Community: 1) Locate and download the desired the report. Community Report 2) Go to your Arena Report Manager. 3) Select Arena. 4) Select the desired folder. 5) Expand the Arena Reports folder or click Upload. Go to step 8 if you select Upload here. Report Manager

103 Arena Premium Administrator Manual Extending Your Arena 102 6) Select the desired folder. Report Manage Folder 7) Click Upload File. 8) Browse to select the RDL file to upload. Upload File 9) Rename the file. 10) Click OK.

104 Arena Premium Administrator Manual Extending Your Arena ) From the drop-down of the uploaded report, select Manage. Report Drop-Down 12) Select Data Sources. 13) Select Browses to connect this report with your Arena DB. Edit Report

105 Arena Premium Administrator Manual Extending Your Arena ) Click Data Sources. Data Sources 15) Click OK. 16) Click Apply. Apply Data Source 17) Click on the applicable folder to confirm the Report loaded and is running. For Community reports that contain a SQL file, you will need to first execute the SQL, after associating it with your Arena DB. Then proceed to upload RDL file. If you have the need for a custom report, please your request to reportrequest@arenachms.com.

106 Arena Premium Administrator Manual Web 105 Web This section of the manual focuses on the basic elements of the Arena internal application. Pages Pages display all pages for both the internal and external portal. You can also add pages from Page Hierarchy

107 Arena Premium Administrator Manual Web 106 Pages display in an expandable tree view and represent 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 display the tabs of that page such as Page Details, Content Tabs, Child Pages, and Security. You can create and maintain page settings, module content, and new pages using these tabs. The template used for each page determines the content area tabs. PAGE DETAILS Clicking on the Edit Details button on a page will display the page details. This is where the page-specific options are set. Page Details Template This is the template for this page. See the Templates section of this manual for more information on adding new Templates to Arena. Parent Page This is the page above the current page, in the page tree hierarchy. You can move a page by selecting an existing parent page in the drop-down. All child pages will stay bound to this page. Page Name This is the page name and will display in the Header and in the Navigation bar, if the page is marked to Display in Nav. Menu Name This is an additional page name, for web analysis purposes. Display in Nav This option will turn this page on or off in any Navigation control. Require SSL This option requires and a valid SSL certificate to open and view. Validate Request - This checkbox controls whether you can use scripts or tags on the page. Checking this box will prevent cross-site scripting attacks. The installer checks this box on all pages by default except for page 2297 (Organization Settings) and page 32 (Page Details). Any page in Arena where this setting is set will cause an error if it detects any dangerous input such as <scrip> tags or any HTML tags. Description This is the description of the current page, it also shows in the Page Header, providing the template accommodates for this. Settings This is where you can set options like the Page CSS, Navigation icons, and other options are that are specific to the current page.

108 Arena Premium Administrator Manual Web 107 ADDING CONTENT TO PAGES You can configure page content by adding controls (Modules) to specific content areas of the pages (templates) that make up the Arena application. See Modules in this manual for additional information regarding controls. Follow these steps to add a Module to a page: 1) Click on the appropriate page. Expand page tree as needed to access the desired page. The screen will refresh and display the Page Details. This will also display the tabs that represent the various cells or content areas that define the page layout. 2) Click on the desired content tab for the area in which you wish to add/change/remove the control. For the default Arena templates, the controls are generally placed on the Main Content tab. Any controls already on that page will display. 3) Click the Add New Module icon. By default, the new module name will be New Module and the type will be Advance HTML Text. 4) To change the control, click the New Module. 5) Select the desired module. New Module 6) Based upon the selected module, make required and desired changes. 7) Click Update. 8) Set permissions for each control, by existing Security Role or by person, by clicking the Security icon. You can also set permission through Security Roles. 9) If multiple controls exist on the page, change the order of the controls, by using the to drag-n-drop the control to the desired position. Many controls have required settings, and you cannot update the control until you enter or select all required fields. If you click the Update button with a required field empty, message will display indicating that a field is missing, and a small * asterisk will display next to the field.

109 Arena Premium Administrator Manual Web 108 CHILD PAGES Adding pages is essential to customizing Arena to work for you. Before you create a new page, to contain new information or if a certain control 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 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-page of a Parent page. Steps to Create a New Child Page: 1) Click on the Page in which you desire to add a child page. This will be the Parent Page to the new child page. 2) Click on the Child Pages tab, as shown below. Child Pages 3) If this is the first child page, click Add, or if pages already exist click on the Add New Page icon. This will automatically open the Page Details tab of the new page, allowing you to set up the page. 4) To change the order of the pages, click to drag-n-drop the page to the desired location. Whenever you create a Child Page, it will automatically inherit the template, page settings, controls, and security settings that are on the Parent Page. Inheritance is only at the point of creation, meaning that if you add a control to a page that has child pages, the existing child pages will not inherit the new control. In this scenario, you will have to add each control 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 to be created underneath a single New page, the default modules should be set on the first page (such as Advanced HTML Text), to save time.

110 Arena Premium Administrator Manual Web 109 PAGE SECURITY Page Security enables you to determine which security roles or individuals have access to a page. By clicking the Security icon on the right of that page, you can assign the appropriate roles and individuals the desired permissions. See the Security Roles section of this manual for help with Roles. Page Security from Child Pages PAGE SECURITY TAB The Security Tab works just like Page Security, except that the Security Tab sets permissions only for the current page, as opposed to child pages. Page Security from Pages

111 Arena Premium Administrator Manual Web 110 EXPORTING 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. Steps to Export Pages: 1) Go to the parent page you wish to export. 2) Click on the Export button on the Page Details tab. This will display the Export screen, as shown below. This popup will display the name of the top page to export. You can add special instructions that will display during the import process. There will also be a checkbox to include all the child pages of this page, if applicable. This allows you to export groups of pages, such as the entire Leader Toolbox. Uncheck if only you desire to export only this page. The Attach Additional Files is for the template, CSS, modules, etc. you want to add to the XML file for bulk import. Page Export 3) Click Export once the export is ready. This will prompt you to save the XML file. 4) Save the file in a desired location, for easy access to import. IMPORTING PAGES You can import pages 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. Steps to Import Pages: 1) Go to desired Parent Page of the desire location for the new page(s). 2) Click the Child Pages tab. 3) Click on the Browse button, as shown below. This will open a Windows file browser, where you can select the XML file. Add Pages

112 Arena Premium Administrator Manual Web 111 4) Click Upload to start the import process. This will display the contents of the export, showing the main page to import, 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 to import. 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 display the page hierarchy of the pages to import, as shown below. Importing a Page 5) Click Import once you confirm all import options, as desired. There will be a prompt for an Administrator to log in to the Web Server, and then the pages, page settings, page details, modules, and module settings will import. 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 you can adjust control settings, as desired. It is a good idea to check all the control settings, in case of misplaced page associations during import. There will be a small Page Hierarchy above the tabs for easy navigation around the newly imported pages. This will be present any time you open the page, until you restart the Web browser. Imported Page Module Settings

113 Arena Premium Administrator Manual Web 112 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. 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 that contains the Login control. Arena uses the default, if the web server cannot determine the Portal. However, the Default Domain field determines correct Portal. The Portal List enables the administrator to manage these portals. 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 shown below. Portal List

114 Arena Premium Administrator Manual Web 113 PORTAL DETAILS Clicking on a portal will open the Portal Details screen, where you can set the parameters of a portal, as shown below. Portal Details Portal ID Arena automatically generates the ID when you create a new Portal and 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 you can enter a description for the portal. Portal Notes Enter notes about this portal here. Default Page ID - Click the Page Picker icon to select the default page to route logged in users. Portal Style Sheet Enter the default Cascading Style Sheet (or CSS) file for use throughout this portal. Tree Style Sheet Enter the default tree style CSS file for use throughout this portal. Navigation Style Sheet Enter the default navigation style CSS file for use throughout this portal Login Page ID Click the Page Picker must have their own login page. icon to select a Login page for this portal. All portals Not Found Page ID Click the Page Picker icon to select a Page Not Found page for this portal. This page will display if the user attempts to browse to a non-existing page. Default Domain Enter the default domain for this portal. This is how Arena will know which portal to route users to, based on the URL they entered to access Arena. Mobile Check this box is this portal is for mobile devices. 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

115 Arena Premium Administrator Manual Web 114 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. Modules The Module page will list all available controls. Modules are controls used throughout Arena. Each control has specific function and may or may not contain control settings. Some control settings are required, and some are optional. You will want to evaluate controls as you implement specific Arena features. When you create new modules, you must add them to this page before you can add them to a template or page. See the Appendix in this manual for a complete listing of the modules included with Arena. Module List Name This is the control name. Module URL This is the file path of the ascx file stored in the ~Program Files\Arena ChMS\Arena\UserControls. Allows Child Modules A green check mark indicates this control can contain child modules. Pages Click this link to display the file path of the pages where this control is currently used. - You can delete modules, if they are not in use. If they are in use, the will be shaded. Import Modules You can import modules by using the Browse at the bottom of the Module List, in exactly the same way Pages are imported. You can import one module per XML file. Export Modules You can export modules on this page. 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. Many controls have required settings, and you cannot update the control until you enter a value for the required fields. If you click the Update button with a required field empty, a message will display indicating a field is missing, and a small * asterisk will display next to the field. Once you enter all required fields, click Update button to accept the changes.

116 Arena Premium Administrator Manual Web 115 Steps to Add a New Module: 1) Click the Add New Module icon. 2) Enter and select fields, as desired. Adding a New Module Name This is the name of the module. URL This is the path to the.ascx file of this module. All.ascx files must in the ~/UserControls folder. Description Enter in a description of this module. Image Path Enter the path of the image for this control. Allows Child Modules Check if this control will allow child modules. Field Hints If the.ascx file has field hints set up, you can enter hints here. These will appear when the user hovers with the mouse over control when viewing the module on a page. 3) Click Update when finished. Module settings can use Listboxes to control their settings.

117 Arena Premium Administrator Manual Web 116 Templates Templates are the framework that defines the appearance and layout of your site. Without templates, you cannot create a page or place content. Templates are in HTML inside of an ASP.NET page and allow a huge amount of versatility both in their own content and design and in the design of your web site. While the majority of your web site will use the same template file, you may encounter a few pages you will want to use a different template, such as the home page on your Arena-managed external web site. Arena includes default templates used throughout the application, and serve as excellent examples of a template s structure. Arena establishes page content layout with Templates. Click on Templates under Administration to view a list of all templates currently connected to Arena, as shown below. You must have all templates listed on this page in order to use them in Arena, including an Arenamanaged external website. The HTML format of these templates is coded in C# and is saved as an ASP control file (.ascx). You can create your own template in an HTML editor program. Template List While you can create a new template from scratch, you will need to consult with a web developer to do so. However, it is very easy to simply copy and modify one of the default templates included with Arena.

118 Arena Premium Administrator Manual Web 117 Steps to Add a New Template: Please consult your local web professional for help in creating your own templates to use in Arena. 1) Copy your template to the ~\Arena ChMS\Arena\Templates folder on your web server. 2) Click Add New Template. 3) Enter a Template Name. 4) Enter the URL path for this template. The Arena defaults reside in the Templates folder of your Arena folder. 5) Enter a description for this template. New Template 6) Click Update. Steps to Change a Template: 1) Go to the desired page. 2) Click Edit Details on the Page Details tab. 3) Select the desired template from the Template drop-down. Selecting a Template 4) Confirm controls on the desired Content Tab.

119 Arena Premium Administrator Manual Web 118 Podcasts ADMINISTRATIVE SETUP Feed Formats The first step is to set up the feed formats, setting up a separate feed for each file type you would like to podcast, i.e. MP3, MP4, MOV, AVI, as shown below for one for MP4 video and one for MP3 Audio. Feed Formats 1) To create a new feed format, click the Add New Format icon. New Feed Format Title - User provided title to display for this feed format. Descriptor - User provided description of this format. MIME Type - Input the MIME type of the file type you want this feed to handle. The above example is set to audio/mpeg which is the MIME type for mp3 audio files. Enclosure Required Check this box to indicate this Feed Format is chosen for an item, that a URL to the corresponding media must be supplied. Public Format Checking this box will make this feed format available for public users to subscribe to. XSLT URL: User must provide the URL for the xslt file that will setup the RSS feed. Arena comes with a basic default xslt file. In the example above, this is the relative path to the Arena default xslt file. 2) Click Update. Follow this same process to create Feed Formats for each file type you plan to host.

120 Arena Premium Administrator Manual Web 119 Internal pages setup: A successful podcast setup within Arena will require an internal page structure using the appropriate modules on each page. The following documentation and screenshots represent a basic podcast setup. Basic Internal Page Structure The modules used on each page along with their settings are as follows: Podcast Channels: Module: Feed/Channel List Settings: No settings needed to use default setup Channel Details: Module: Feed/ChannelDetail Settings: No settings needed to use default setup Module: Feed/Channel Tabs Settings: No setting needed to use default setup Item Details: Module: Feed/Item Detail Settings: Item List Page - Set to Channel Details page (note: default description for this setting seems to be misleading) Topic Details: Module: Feed/Topic Detail Settings: Topic List Page - Set to Channel Details page (note: default description for this setting seems to be misleading as well) Defaults used for all other settings in this setup Topic Item Detail: Module: Feed/Item Detail Settings: Item List Page - Set to Topic Details page (note: default description for this setting seems to be misleading as well) Setting up these internal pages will now allow users to create podcast channels, add topics and actual audio/video files to host. This is sufficient setup to allow users with RSS feed catchers, such as itunes, to manually subscribe using the specific URL of the feed channel. See Podcast Channels in the Arena End User manual.

121 Arena Premium Administrator Manual Web 120 External pages setup: An external page structure is necessary to allow web users to access your podcasts, and subscribe to them directly from your website. Below is an example of a basic podcasting setup. In this example, a "Podcasts" page is directly under the website homepage. Permissions will allows all users to have access to the podcasts. Basic External Page Structure The modules used on each page along with their settings are as follows: Podcasts: Module: Feed/Channel View Settings: Image Size- Set to desired height/width size of display image (default is 120) Item View Page - Set to page beneath this one containing the Item Flash Viewer module (for this example, set to "Podcast Items" page) Topic View Page - Set to page beneath this one containing the Topic View module (for this example, set to "Topic Page" page) Defaults used for all other settings in this setup Topic Page: Module: Feed/Topic View Settings: Image Size- Set to desired height/width size of display image (default is 120) Item Detail Page - Set to page that will show details of an item selected from current page (for this example, set to "Podcast Items" page) Defaults used for all other settings in this setup Podcast Items: Module: Feed/Item Flash Viewer Settings: Flash Format - Select the desired Feed Format for this module to display. Defaults used for all other settings in this setup

122 Arena Premium Administrator Manual Operations 121 Operations Exceptions When Arena encounters an error, an Exception automatically generates. Most exceptions will display onscreen when they occur, and Arena will send an to Arena Support. However, some exceptions, like Access Restrictions, do not display. All exceptions display on the Exceptions page. All errors display in reverse date and time order. Clicking on the Name of the exception, which also serves as the number, will open a new window with the original error and details. When contacting Arena Support with exception issues or questions, you may need to access this page. Refresh Cache When administrators make changes to an Arena portal, such as adding pages and changing control settings, you may need to update the cache in order for the changes to take effect. You can also add &refreshcache=true to a page. In some rare instances, you may need to reopen the browser for the changes to take effect.

123 Arena Premium Administrator Manual Appendices 122 Appendix Appendix A Organization Settings Setting Name Category Description 1 st Day Of Week Score Organization Score for automatically entering a user into a Small Group based on search criteria. If the user s first day choice matches, this score is added to the running total. 2 nd Day Of Week Score Active Meter Chart Duration Organization Organization Score for automatically entering a user into a Small Group based on search criteria. If the user's second day choice matches, this score is added to the running total. The duration (in years) to populate the active meter history chart on the person details page. AD Domain Organization The name of the Active Directory domain. AD ID attribute Organization ID Attribute to access Active Directory. AD Server Organization The name of the Active Directory server. API Enabled Organization Set to true/false to enable/disable REST API access. You must refresh cache for this setting to take effect. API Enforce Person Field Security API Test Mode Enabled API Test Mode User API Url Area Score Arena Notification Role Assignment Base Detail URL Available Slots Score Base Internal URL Organization Organization Organization Organization Organization Organization Assignments Organization None Set to true if person field level security should be enforced when using the REST API. You must refresh cache for this setting to take effect. Set to true if you want to temporarily disable the need to pass invalid api_session and api_sig parameters to the API. You must refresh cache for this setting to take effect If ApiTestModeEnabled is set to true, then this user will be used for test access. This must be a valid Arena login associated with a person. You must refresh cache for this setting to take effect Exact URL of the Arena API (e.g., This only needs to be set if your web site in IIS has multiple headers. By default, Arena will use the last header entered into IIS as WCF only allows one HTTP end point. You must reset IIS for this setting to take effect. Score for automatically entering a user into a Small Group based on search criteria. If the user lives in the same area as the small group, this score is added to the running total. Name of Arena role that should be shown notification such as a new update being available from the Community. Set to blank if no one should ever be shown update notifications. Base URL to use in s when sending Assignment s. For example, the 'Assignments' application will append '&assignmentid=1234" to the end of this URL. Score for automatically entering a user into a Small Group based on search criteria. If there are available slots still open in the small group, this score is added to the running total. The internal URL to Arena. This is used to calculate location of web services used by Arena. e.g.

124 Arena Premium Administrator Manual Appendices 123 Setting Name Category Description BC Account Code None Background Check Account Code. BC Church Site ID BC Provider Site ID None None Background Check Site ID. Background Check Site ID. Birthday Organization The default layout on the Birthday . Black List Security Settings Comma delimited list of blacklisted words that would likely be used in a SQL Injection attack. Any Arena request that includes a querystring parameter value with any of the words will be redirected to the InvalidRequest page. An exception will also be logged (it will not be displayed or ed). Bulletin Days Organization Delimited days that the bulletin is created. 0 = Sunday, 1 = Monday, etc. Bulletin Options Organization Delimited options for the bulletin. Business Directory Business Directory Expire Days Check-In Allow Overlapping Checkins Check-In Include Inactive People Organization Organization Organization Organization Recipient to send a new business directory entry. Number of days before a business directory entry expires. If this is set to true, then people are allowed to check in to multiple events at one time. Determines whether or not to display inactive family members in Check-In. Check-In Overlap Threshold Organization Used if CheckInAllowOverlappingCheckins is false. Number of 'grace minutes' for overlapping check ins. e.g., If this is set to 15, then a user can check in to a second class if the first class ends within the next 15 minutes. Check-In Url Organization Check-In root URL. Classified Approval Classified Approval Page Classifieds Organization sent when Classifieds have been approved. Link to the classified to the classified person to the approval page. Classified Organization address of the person responsible for classified ads. Classified Expire Days Close Age Range Score Computer System Image Path Counsel Team Member Profile Organization Organization Organization Number of days before a classified ad expires. Score for automatically entering a user into a Small Group based on search criteria. If the user's age is close to the age range of the small group, this score is added to the running total. Close is defined by the lookup qualifiers. The path to the computer system images. The profile ID of counselors.

125 Arena Premium Administrator Manual Appendices 124 Setting Name Category Description Counseling Restriction Identifier Critical Profile Days Tags The number of days that a prospective volunteer has not been contacted to show a red flag. Daily Organization Default area code Organization The default area code to be used when users enter a 7-digit number. Default Max Members Organization The default number of members in a small group. Delete Merged Organization True/False value to delete original record(s). Distance Score 0 to 1 Mile Distance Score 1 to 2 Mile Distance Score 2 to 3 Mile Distance Score 3 to 4 Mile Distance Score 4 Plus Miles DS Password DS Timeout DS Username DS Version Organization Organization Organization Organization Organization Address Standardization Address Standardization Address Standardization Address Standardization Score for automatically entering a user into a Small Group based on search criteria. If the user lives 1 mile or less away from the small group leader, this score is added to the running total. Score for automatically entering a user into a Small Group based on search criteria. If the user lives up to 1 mile but less than 2 miles from the small group leader, this score is added to the running total. Score for automatically entering a user into a Small Group based on search criteria. If the user lives more than 2 miles but less than 3 miles from the small group leader, this score is added to the running total. Score for automatically entering a user into a Small Group based on their search criteria. If the user lives more than 3 miles but less than 4 miles from the small group leader, this score is added to the running total. Score for automatically entering a user into a Small Group based on their search criteria. If the user lives more than 4 miles away from the small group leader, this score is added to the running total. Password to use for the DesertSoft (StrikeIron) web service for address standardization. Timeout period to use for the DesertSoft (StrikeIron) web service for address standardization. Username to use for the DesertSoft (StrikeIron) web service for address standardization. Version of the DesertSoft (StrikeIron) web service for address standardization. ECard Sample Message ECard Sample Sender ECard Sample Sender Name Organization Organization Organization Text for the message in the example e-card. Text for the in the example e-card. Text for the name in the example e-card. Batch Size Settings The batch size for throttling. Log Path Organization Path to the log file for exceptions. Pause Settings The time (in milliseconds) to pause between batches of bulk .

126 Arena Premium Administrator Manual Appendices 125 Setting Name Category Description Enable Group Updates Event Confirmation Default Event E-ticket Barcode Event E-ticket Event Name Event E-ticket Location Event E-ticket Person Name Event E-ticket Start Event Profile Title Event Reminder Default Event Standard E- Ticket Exact Age Range Score Exception Recipient Exception User Agent Ignore Generic Female Image Guid Generic Male Image Guid Geo Coding Service Small Groups Event Registration Event Registration Event Registration Event Registration Event Registration Event Registration Tags Event Registration Event Registration Organization Exception Processing Exception Processing Organization Organization Address Geocoding If true, some public modules will allow the user to select the option to post an update to their group wall. If false, this option will note be available. Score for automatically entering a user into a Small Group based on search criteria. If the user's age is in the age range of the small group, this score is added to the running total. address of the person that should receive exceptions, if SendExceptions settings is 'true'. Semicolon list of agents to ignore when an exception occurs. GUID for the generic female image. GUID for the generic male image. Set to StrikeIron or yahoo, as desired. Giving Batch Name Grade Promotion Date Organization The name of the batch in which all online giving will be assigned. Includes Online Giving an Missions. Organization Date to promote people from one grade in school to another. e.g., 6/1 Group Locator E- mail Last Batch Import Settings None The default for the group locator. If the administrator s is empty this will be used instead. Last Time Gateway Account contributions where imported by Contributions Application. Mail Room Server Address Standardization The server name that ShelbyMAILROOM is installed on.

127 Arena Premium Administrator Manual Appendices 126 Setting Name Category Description Marital Preference Score Merge Request Recipient Minimum Group Match Score group Ministry Profile Title Organization Settings Organization Tags Score for automatically entering a user into a Small Group based on their search criteria. If the user's marital preference matches the groups marital preference, this score is added to the running total. The address of the person to receive merge persons requests. The minimum score that a person registering for a small group must meet before being automatically registered in that group. The title to use for Ministry tags. Newsletter Title Organization Title for the newsletter. Online Giving Confirmation E- mail Organization E- mail Organization E- mail Footer Organization E- mail Header Organization E- mail Name Organization Nick Name Personal Profile Title Phone Expression Settings Organization Organization Organization Organization Organization Tags Organization HTML Formatted to be sent on confirmation of an Online Giving contribution. The address that will be used to send s from. Provides a default footer for outgoing system messages. Provides a default header for outgoing system messages. The name that will be on s sent from Arena. The title to use for Personal tags. Phone Expression Error Prayer Request Comment Prayer Request Days Active Prayer Request Expire No Renew Prayer <html> Prayer Request Expire With Renew Prayer <html> Prayer Request Renewals Process Library URL Organization Prayer Prayer Prayer Prayer Prayer Organization Test of the that is sent along with the comment entered when the originator of the prayer request checks the Request comment field. The number of days before a prayer request expires. Text of that is sent to the originator of a prayer request that will not be renewed Text of that is sent to the originator of a prayer request that will be renewed Enter the number of times a prayer request can be renewed. The URL for the processes on a CPU in computer management. Profile Title Tags The title to use for tags.

128 Arena Premium Administrator Manual Appendices 127 Setting Name Category Description Progress Horizontal Position Progress Text Progress Vertical Position Organization Organization Organization Horizontal Position to display the loading section when asynchronous loading occurs. Center, Right and Left are acceptable values. Text to display when asynchronous loading occurs. Leave blank to just display an image defined in the CSS. Vertical Position to display the loading section when asynchronous loading occurs. Top, Bottom or Middle are acceptable values. Rejected Transaction E- mail Agent Processing List of s for the Rejected Transaction Report to be sent. Separated by (;) e.g. Report Path Report Settings The path to the Reports. Report Server Login Report Server Root Report Server URL Security Lock Account Duration Minutes Security Lock Account Threshold Count Security Lock Account Threshold Minutes Security Password Strength Description Security Password Strength Regex Send ALERT Send Exception Serving Profile Title Small Group Reg Leader Notify Body Small Group Reg Leader Notify Subject Small Group Reg Notify Body Report Settings Report Settings Report Settings Security Settings Security Settings Security Settings Security Settings Security Settings Exception Processing Exception Processing Tags Small Groups Small Groups Small Groups Optional login for reporting services. The root folder of Reporting services. /Arena Location of the reporting services server. How many minutes the user's account will be locked if the [SecurityLockAccountThresholdCount] is reached. The user's account will be locked after this many unsuccessful login attempts within [SecurityLockAccountThresholdMinutes] minutes. Set to 0 to disable the locking feature. The user's account will be locked after [SecurityLockAccountThresholdCount] unsuccessful login attempts within this many minutes. Description of password strength requirement defined in [SecurityPasswordStrengthRegex]. e.g., 'Password must be between 5 and 30 characters long and must contain at least one digit'. Regular expression that defines how strong passwords must be. Leave blank for default (5-30 characters and at least one digit). Boolean to tell the system if the exceptions should be sent automatically to Arena via the A.L.E.R.T. tool. Boolean to tell the system if the exceptions should be sent automatically to the ExceptionRecipient in the web.config file. The title to use for Serving tags. Small Group to Leader Small Group Registration

129 Arena Premium Administrator Manual Appendices 128 Setting Name Category Description Small Group Reg Notify Subject Small Groups Small Group Registration Complete Small Group Title Small Groups Enter the name that you want to replace Small Group with. SMS Provider Password SMS Provider Username SMS Provider UserName SMTP From Domain Organization Organization Organization Settings SMS Provider password SMS User Name (typically an address) The domain that all s sent through Arena will be sent from. SMTP Password Settings The password for the mail server Arena will use to send s. SMTP Port None SMTP Server Settings The mail server that Arena will send s from. SMTP Username Settings The username for the mail server Arena will use to send s. StrikeIron Key StrikeIron Password Use Group Areas Use Group Type UseShelbyV5Cont ributions Warning Profile Days Address Standardization Address Standardization Organization Organization Organization Tags Username to use for the StrikeIron web service for address standardization. Password to use for the StrikeIron web service for address standardization. Flag indicating if areas are being used. This will control whether a person's area or region is displayed on various controls. Determines which values display in Add Registrations and the Small Group Locator for the Type field. If this setting is false, the types will be determined by the values in the smgp_cluster_type table. If this setting is true, types are determined by the Lookup Values for the Small Group Types lookup. Those are set in the Groups in Group Details. Flag to set if Arena should use v5 as the contribution processor. The number of days that a prospective volunteer has not had his or her tag member status updated, placing him or her in warning status. Between one day to this setting, a green flag will display. After this number, a yellow flag will display. XML Report Path Organization Absolute path to the xml reports definition. Yahoo App ID None Use this setting to use Yahoo for geocoding. Sign up for a yahoo App ID at Zip Code Score Small Groups Score for automatically entering a user into a Small Group based on search criteria. If the user's zip code matches the group's zip code, this score is added to the running total.

130 Arena Premium Administrator Manual Appendices 129 Appendix B - Arena Automation Agents Agent AD Sync Area Assignment Process State Background Checks Calculate Peers Description (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. This agent updates addresses with Areas. Processes Assignment State Actions. This agent processes background checks completed by the provider. This agent executes all of the active relationship type stored procedures for the peer network. Classified Cleanup Removes classifieds that are older than the number of days entered. Default is 90. 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. Create Occurrences Daily Clean Creates occurrences for use in Check-In. This agent sends a list of all birthdays for the day to a specified person. This agent utilizes a POP3 (Post Office Protocol) account to inactivate addresses that are invalid. These are determined by a mailer return to the POP3 account. Contribution Sends contribution statements by . Statement Event Geocode Historical Contributions Mail Queue Mission Trip Deadline Reminder Mission Trip Registration Deposit Reminder Newsletter Send PBX Cdr PBX Peers PBX Voic This agent sends all pending s from the event. This includes reminders. This agent automatically uses StrikeIron 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. Processes historical payments. This agent separates Communications in batches and submits automated notifications to the SMTP server on the domain. This agent sends an to the mission team member to remind him or her of the registration deadline, if registration is not complete. This agent sends an to the mission team member to remind him or her of the deposit. This agent sends the specified newsletter to people subscribed to that newsletter. This will enable you to send any number of newsletters by changing the NewsletterId parameter. This setting is applicable only if you are integrating Arena with an Astericks Phone System. This setting is applicable only if you are integrating Arena with an Astericks Phone System. This setting is applicable only if you are integrating Arena with an Asterisks Phone System.

131 Arena Premium Administrator Manual Appendices 130 Process Critical Serving Process Health Meter Process Metrics Process Prayer Requests ProcessPOP3 Account Send Birthday E- mails Serving Reminder Small Group Registrations Subscribed Announcements Sync Roles Transaction Settlement Generates a pending communication for all people who register for a Serving Tag that meets the following criteria: The value of the status lookup is 'No Contact'; The status lookup has a lookup_qualifier3 value of 1 AND they were last modified more than OrganizationSetting['CriticalProfileDays'] days ago. Additionally, they are marked as critical if the value of the status lookup is 'No Contact' and they were last modified more than OrganizationSetting['CriticalProfileDays'] days ago. Processes the health meter for everyone in the database. Processes metrics based on their setup criteria. Processes the prayer requests from the web site and sends the appropriate s. This agent Processes s in a specific POP3 account to create the communication in Arena. This agent sends an to any person in the database that has a birthday on this day. This agent sends an reminder to the members of the serving tags within a defined period of time prior to the serving time (occurrence). This should run once a day. This agent processes automatic Small Group registrations submitted through an Arena powered website. This agent Sends users any promotion info they've subscribed to, or any communications designated for the announcement . 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 is sent to the user providing that Notify is checked in the details of the Security Role. Retrieves additional information for each transaction that falls within the specified timeframe

132 Arena Premium Administrator Manual Appendices 131 Appendix C - Triggers Upon installation, the Sync Utility imported your organization s original data to Arena. You can also use Sync Utility to re-sync data again, import photos from Shelby v5, and set up Triggers. There is also an option for you to delete previously synced data before syncing again. This is for those who want to start fresh but want to keep as much information as possible (i.e., org settings, non-synced members/tags/groups etc.). You can: Select to not install triggers while syncing. Check to delete the previous information. Select where to install the triggers, with advanced options even on the first sync. Currently, only one-way (Arena-to-Shelby v5) triggers are supported. If you delete an Arena Ministry Tag, the foreign key associated with the original Profile is removed. The Profile in Shelby v5 does not delete but, but there is no longer a relationship between the databases for this tag. If the profile in Shelby v5 is deleted, the Arena Ministry Tag is not removed, but the Triggers installed to the Arena database by the Arena Sync Utility Trigger Name Trigger Description Affected Fields addresscounter,adr1, adr2, city,state, zip, tr_core_address_ update updates address information whenupdated, whoupdated updates or inserts family tr_core_family_ member_iu namecounter,famnu,unitnu information tr_core_person_ address_delete tr_core_person_ address_insert tr_core_person_ address_update tr_core_person_ attribute_iu tr_core_person_ _iud tr_core_person_ Insert tr_core_person_ phone_ delete tr_core_person_ phone_iu tr_core_person_update tr_core_profile_member_iu deletes person - address relationship inserts new person - address relationship updates existing personaddress relationship updates or inserts member path information updates,inserts, or deletes information inserts new records removes phone information updates or inserts phone information updates existing records updates or inserts tag - profile information namecounter,addresscounter,typecounter namecounter,addresscounter,typecounter namecounter,addresscounter,typecounter namecounter,howrecieved,daterecieved,member of,source,specialprofile,date1,date2,date3,date4, date5,date6,date7,date8,date9,date10 namecounter, address namecounter,firstmiddle,lastname,suffix,salutati on,searchid,birthdate,gender,maritalstatus,ssn, notes,whenupdated,whoupdated all phonetypes,namecounter,phonenu namecounter,firstmiddle,lastname,suffix,salutati on,searchid,birthdate,gender,maritalstatus,ssn, notes,whenupdated,whoupdated profile,start,naend,notes

133 Arena Premium Administrator Manual Appendices 132 Triggers installed in the Arena database by default Trigger Name Trigger Description Affected Fields 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 port_portal_page_updt_trigger port_template_updt_trigger sets the update date as today sets the update date as today sets the update date as today portal_def_last_updated portal_def_last_updated portal_def_last_updated

134 Arena Premium Administrator Manual Appendices 133 Triggers installed to the Shelby v5 Database by the Arena Sync Utility Trigger Name Trigger Description Affected Fields tr_arena_mbmst_insertup date tr_arena_mbtextpicks_inse rt tr_arena_mbtextpicks_upd ate tr_arena_naaddresses_upd ate tr_arena_nacrossref_delet e tr_arena_nacrossref_inser t tr_arena_nanames_update tr_arena_naphones_delete tr_arena_naphones_insert tr_arena_naphones_updat e tr_arena_naphonetypes_in sert tr_arena_naphonetypes_u pdate tr_arena_naprofiles_delete tr_arena_naprofiles_insert updates or inserts records and MB information adds new values to certain lookups tied to attributes from v5 MB updates existing values in certain lookups tied to attributes from v5 MB updates address information removes person - address relationship inserts new address types and address to person relationship updates record, , and family information removes phone information inserts new phone information updates existing phone information inserts new phone types updates existing phone types removes person - tag relationships inserts new person - tag relationships tr_arena_nasuffixes_insert inserts new suffixes tr_arena_nasuffixes_updat updates new suffixes e date_created,date_modified,created_by,modified_by,organ ization_id,title_luid,nick_name,first_name,last_name,suffix _luid,birth_date,gender,postal_code,ssn,notes,marital_stat us,member_status,record_status,inactive_reason_luid,forei gn_key lookup_value,foreign_key,lookup_qualifier lookup_value,lookup_qualifier date_created,date_modified,created_by,modified_by,perso n_id,history_type_luid,system_history,history,organization _id all (core_lookup): lookup_value,foreign_key,lookup_qualifier (core_address): street_address_1,street_address2,city,state,postal_code,fo reign_key,date_created,created_by,date_modified,modifie d_by (core_person_address): person_id,address_id,address_type_luid,primary_address (core_person): date_modified,modified_by,title_luid,nick_name,first_nam e,last_name,suffix_luid,birth_date,gender,postal_code,ss n,notes,marital,status,memo (core_person_ ): date_created,date_modifed,created_by,modified_by,perso n_id,active, , _order,notes (core_family): foreign_key,family_name,organization_id (core_family_member): family_id,person_id,role_luid all person_id,phone_luid,phone_number,phone_ext,unlisted person_id,phone_luid,phone_number,phone_ext,unlisted lookup_value,foreign_key,lookup_qualifier lookup_value,lookup_qualifier all person_id,date_created,date_modified,created_by,modifie d_by,source_luid,status_luid,notes,date_pending,date_inr eview,date_active,date_dormant lookup_value,foreign_key lookup_value tr_arena_natitles_insert inserts new titles lookup_value,foreign_key tr_arena_natitles_update updates existing titles lookup_value

135 Arena Premium Administrator Manual Appendices 134 Appendix D Full Module List Module Name Active Campaigns Active Directory Configuration Add Campaign Add Profile Member Add Small Group Registration Advance HTML Text Advanced Column Settings Advanced List Alternate ID List API Application List Application Security Application Settings Area Detail Area List Area Map View Area Person Filter Assignment Detail Assignment Entry Assignment List Assignment Type Detail Assignment Type Entry List Assignment Type List Assignment Type Tabs Attendance Detail List Attendance Frequency List Attendance Grid Attendance List Attendance Quick Entry Attendance Report Attendance Summary Attendance Type Group List Attendance Type List Module Description Lists active campaigns. Connection set up for access to the Active Directory. Creates new campaigns and adds families to a campaign. Adds records to tags. Registers people to a small group based on defined criteria. Places an HTML Text control on a page for adding text content. Used for advanced Settings of list reports. Advanced List Report option. Adds and lists alternate IDs for a person. Applications that are allowed to use the Arena API. Security module to control external applications. Set default global settings for client application. Displays detail information about an Area. Lists all created areas. Displays an area map. Displays an area map based on the individual viewing. Shows details of an assignment. Entry screen for end-users to request help. List of assignments. Lists assignment types that the user can enter assignments for. Tabs related to a specific assignment type. Control used to display the details of attendance. Lists frequencies configured for an attendance type. Displays attendance grid based on specified attendance types and date ranges. Lists members with a specific occurrence on their record. Enters attendance data and saves in real time. Displays lists of available attendance reports and charts for a specified group of attendance types. Summarizes attendance history based on occurrences. Lists attendance type categories. Lists attendance types within a selected Attendance Type. Attendance Upload Attribute Group List Attribute List Background Check Details Background Check Provider Configuration Background Check Type Detail Background Check Type List Background Checks Allows for uploading attendance data from barcode scanners. Lists available person attributes categories. Lists attributes of person attributes of a selected Attribute Group. Displays the status and details of a particular background check. Module for setting up background check provider details. This page is used to edit and view background check type details. This page is used to edit and view background check type details. This module lists all the background checks and enables you to request new background checks.

136 Arena Premium Administrator Manual Appendices 135 Module Name Bulk Unsubscribe Module Description Allows members to opt out of bulk s by address. Campaign Admin Campaign List Campaign Next Family Campus List Change Password Channel List Channel Tabs Channel View Channel Detail Chart from Query Check-In Monitor Check-In Theme List Classified Approve Classified Entry Classifieds Admin Classifieds Categories Used to display the details of a campaign and outstanding notes that need to be processed. Creates and lists all current campaigns. Runs a campaign and brings up family information. This is what allows the organization to set up multiple campuses. Allows the authenticated user to change his or her password. Creates the list of channels in Podcasts. Provides the tabs used with Podcasts. Displays one or more charts based on the data from a stored procedure that you specify. Module for monitoring active Check-In Locations. This is the control that allows the user to register the themes used in Check in. Allows a user to approve submitted classifieds. Creates new classified entries. Lists classified entries. Classifieds Category Details Lists classifieds by category. Communication Approval List Communication Templates Computer System Details Computer System Software Computer Systems List Contribution Analysis Contribution Batch Detail Contribution Batch List Contribution Detail Contribution Fund List Contribution History (Admin) Contribution History (User) Contribution List Contribution Pledge Detail Contribution Project List Copy Report Counsel Request Counseling Custom Field Group List Custom Field List Dock Container (2 columns) Dock Container (3 columns) Document Types E-Card Category List E-Card Display E-Card List Lists all classified categories and number of entries per category. Control for approving or denying communications. Creates communication templates. Displays the details of a particular computer. Lists software on a particular computer. Lists computers on domain. Shows details of a contribution batch. Lists all contribution batches. Displays the details of a selected contribution entry. Manages available contribution giving funds. Lists either all contributions or all contributions per giving unit ID. Displays and creates new pledges for an individual. Lists contribution projects. Copy List Report. Lists of custom fields grouped together for event tags. Lists custom fields set up for event tags. A 2 column dock container. A 3 column dock container. Creates and lists new types of documents for use. Displays the categories set up for E-cards. Displays selected E-card. Lists E-Cards.

137 Arena Premium Administrator Manual Appendices 136 Module Name E-Card Message Entry Edit Family Wizard Configuration Event Calendar Event Detail Tab Module Event Details Event General Ledger Export (Popup) Event Profile Child View Event Profile Detail Event Registrant Details Event Registrant List Event Registration - Page 1 Event Registration - Page 2 Event Registration - Page 3 Event Registration - Page 4 Event Registration - Page 5 Event Registration Detail Event Transaction List Event Week View Exception List Feed Format List File Browser Flash Display Folder Browser Game List Gateway Account List Group Documents Group List Communication HTML Form HTML From Stored Procedure Item Detail Item Flash Viewer Kiosk List Kiosk Schedule List List Merge Fields Configuration List Report List Report Configuration List Report View List Tables Location List Login List Login Logout Lookup List Lookup Type List Module Description Creates the message in the E-card. Adds new records. This module can be used to edit the configuration details for sending s from Arena. Displays a calendar of Event tags. Displays information about Event Tags in a tabbed format. Displays the details about an Event Tag. Exports event registration payments to Shelby V5 General Ledger. Displays tag set up as child tags of an event tag. Displays the tag-specific information of event tags. Displays registrant information of an event tag. Lists registrants of an event tag. Page 1 of event tag registration process. Page 2 of event tag registration process. Page 3 of event tag registration process. Page 4 of event tag registration process. Page 5 of event tag registration process. Displays details of the event registration. Control used to display the transactions for a profile or registration. Displays events taking place over the next 7 days in a calendar. Lists exceptions that have occurred. Creates the list of Podcasts. Control for browsing, and editing files. Control to display promotions in a flash format. Control that lets the users determine the file structure for file sharing. Lists games set up in sport schedules. Allows for creation and administration of payment gateways. Displays and adds documents for Small Groups. Provides option for ing leader or members of a group. Sends a configured to a designated recipient. Retrieves an generated by a stored procedure. Creates the list of items for Podcasts. Provides users with two options (watch and listen) when viewing an individual podcast item. Options are displayed based on the available media for the podcast and their respective mime/types. Lists all check-in kiosks set up. Lists the schedules set up for a check-in kiosk. Creates new fields for Lists. Displays a list of set up Lists. Configures a List. Displays the configuration of a List. Use this control to add/modify tables that can be used for Lists. Lists physical locations set up in Check-In. Create and display available logins for a person. Allows a user to log in or out. Displays the list of lookup values of a type. Displays list of lookup types.

138 Arena Premium Administrator Manual Appendices 137 Module Name Mail Merge MapLink Marketing Notify Friend Marketing Registration Merge Persons Metric Chart Metric Detail Metric Item List Metric List Mission Details Mission List Mission Registration Mobile Person Details Mobile Person Search Module List My Area Details My Area List My Assignments My Attributes My Campaigns My Giving My Group My Groups My Missions My Photos My Registrations My Repeating Payments My Serving My Subscriptions My Twitter My Wall My Attributes Navigation Bar Control New Account Request Newsletter Archive Newsletter Article Display Newsletter Articles Newsletter Author Newsletter Promotion Display Newsletter Subscribe Newsletter Subscription Admin Newsletter Unsubscribe Newsletter Volume Module Description Creates a new (communication). Allows a user to display a map with directions from one address to another address. Allows a visitor to the website the ability to send a pre-configured e- mail. Allows registration for adding promotions. Allows merging of multiple people. Displays the metric result graph. Displays details of the metric information. Lists options for a metric. Lists metrics. Displays details of a Mission Trip. Lists set up in Mission Trips. Online Mission Payments and Registrations. Person Details screen for use in Mobile portals. Search screen for use in Mobile portals. Lists and creates modules (controls) and file for them. Displays area details for logged in individual. Displays area listing for logged in individual. List of assignments for the current user. Control to allow a user to modify their attributes. Shows a list of campaigns the user's family was involved in. A list of recent giving activity. A single group details view. A list the user s groups. A list of the current person's active missions. A flickr photo gallery viewer. This module is Group aware. Control to display the registrations to a user. Displays list of set up repeating payments for logged in individual. A list of the current person's serving profiles. Control to display a person's subscriptions. A twitter timeline module. This module is Group aware. A Group Wall. This module is Group aware. This control can be placed on an external site to allow the user to edit the values for their attributes. Navigation bar control for child pages. Allows visitor to create a new user account. Allows users to search for old articles. Displays a newsletter article. Lists articles of a specific volume within a newsletter, adds new, and allows editing of articles and details. Lists authors of a specific newsletter. Places promotions onto newsletter. Allows person to subscribe to a newsletter. Administers the subscription process. Allows person to unsubscribe to a newsletter. Lists volumes of a specific newsletter and adds new.

139 Arena Premium Administrator Manual Appendices 138 Newsletter Volume Display Newsletter Volume Summary Newsletters Object Permissions Occurrence Detail Page Occurrence List Occurrence Type Report List Online Giving Wizad Organization Details Organization List Organization Setting List Page Details Page Drop Down Menu Page Index Page Navigation Pages as Tabs Peer List Peer Types Person Bulk Update Person Detail Person Documents Person Info Person List Person Pledge List Person Query Person Quick Search Person Role List Person Roster Person Search Person Subscriptions Person Viewed Photo Browser Photo Display Podcast Channel Detail Podcast Channel Feed Podcast Channel Guide (Simple) Podcast Channel Listing Pledge Quick Entry Poll Display Active in Category Poll Display Newsletter Poll Recent Polls Poll Results Graph Polls Portal List Portal Pages Postal Code List Prayer Approval Displays all articles of a volume. Displays volume information on website for article link. Lists all newsletters. Creates permissions for objects such as groups and tags. Displays detailed information on an occurrence. Lists occurrences created. Creates a report of occurrence types. Online Giving wizard. Displays and edits name and address for the organization. List of organizations in the database. List of settings associated with an organization. Displays page hierarchy. Navigation bar using drop down options for child pages. Lists child pages as links of a page. Displays tabs for navigation within a page hierarchy. References other pages as sources for content, divided by tabs. Allows for changes to multiple people at once. Displays information about a record. Displays and links documents to a record. Displays basic person information in the hover popup. Lists people based on criteria. Lists pledges set up for a record. Allows for running SQL queries for an individual. Allows users to search for a record by name or person ID. Displays a list of roles a person is associated with. Displays the search criteria for records. Displays a list of what user viewed another user. Displays photos allowing for comments. Displays the comments of photos from the photo browser. The feed of an channel in RSS 2.0 (XML) A single channel listing. Allows entry of many pledges with minimal entry screens. Displays polls that are currently active for a set category. Control for displaying a poll in the newsletter. Option to display inactive polls and show results. Cannot answer inactive polls. Displays a chart of poll results. Lists all polls allowing for edits. Lists portals and portal details. Creates a hyperlink list of root pages. Lists postal codes in addresses. Displays list of prayers/answers/comments pending approval.

140 Arena Premium Administrator Manual Appendices 139 Prayer Comment List Prayer List Prayer Request Details Prayer Request List Prayer Requests Prayer Session Prayer Web Request Previous Communications Profile Activity Profile Details Profile Documents Profile List Profile Member Add Profile Member Details Profile Members Profile Roster Profile Tab Control Promotion Bulletin Request List Promotion Detail Display Promotion Event Calendar List Promotion Ezine Request List Promotion Medium List Promotion Medium Details Promotion Request Details Promotion Request List Promotion Scrolling Display Promotion Thumbnail Display Promotion Thumbnail List Promotion Web Request List Prospective Members Redirect Registration Details Registration List Displays comments of prayers. Prayer toolbox list version of all prayer requests. Displays details of a prayer. Lists all prayer requests. Prayer toolbox version of a specific prayer request. Allows for creating responses by category for the prayer ministry team. Places the control for allowing prayer request entry on a website. Displays previous history and attachments. Displays tag activity options and allows users to create/edit activity. Displays detail information about a non-event tag. Displays and adds documents for Tags. Lists all tags for a given type. Adds user to a tag. Displays tag details as related to a specific tag member. Lists all members of a specific tag. Photo, Name, & Contact information for everyone in a roster. Displays the tabs for tag details, members, occurrences, and security. Lists all requests for the bulletin. Displays details for the "Find Out More" link on promotions. Displays and enters list of Events by occurrence. Lists requests for adding to Ezine. List of custom mediums to use in Promotions. The details of a custom medium that is used in Promotions. The details of a custom medium that is used in Promotions. Displays details of a promotion. Lists all promotion requests. Changes the promotion being displayed if more promotions are set to display than allotted by the area provided. Displays thumbnail and web info of promotion on website. Displays all active promotions and links to their set up. Lists all promotion requests entered from the website. Lists prospective members to a small group. Allows for redirection to a different page. Displays people in pending or unassigned status of small groups in the registration Tab. Control used to list the registrations Registration Members List of members of a registration Relationship Type List Repeating Payment List Repeating Payment Wizard Report Detail Report Grid From Query Report List Report Popup Report Registration List Report View Lists relationship types and allows for adding new types. Lists set up Repeating Payments on a record. Wizard for online giving. Brings up the list report wizard. Displays report results based on a stored procedure. Lists the list reports. Popup to display report results. Displays list of registered report service reports. Displays the finished report.

141 Arena Premium Administrator Manual Appendices 140 Report Viewer Displays the reporting service report. Report Wizards Reporting Services Configuration Request Login Information Role Details Role Members Roles Security Subject Permissions Security Templates Security Tree View Serving Opportunities Critical Serving Opportunity Details Serving Opportunity List Serving Opportunity Search Slide Show Pro Small Group Category List Small Group Cluster Detail Small Group Cluster Level List Small Group Cluster List Small Group Cluster Tab Control Small Group Cluster Type List Small Group Detail Small Group List Small Group List By Member Small Group Locator Small Group Member List Small Group Registrations Small Group Roster Small Group Tab Control Subscribed Groups Subscribed Profiles System Templates Team Details Team List Team Stats Template Details Template Spacer Topic Detail Topic List Topic View User Confirmation User Login XML File Transformation Configuration set up for access to reporting services. Allows user to request forgotten login credentials. Displays details of a security role. Lists members of a role. Lists security roles. Sets security for various subjects. Displays options for setting security. Control to display critical serving opportunities. Displays the results of the serving opportunity search. Lists all serving opportunities. Allows user to search for a serving profile that matches the specified criteria. Places a flash file on a page. Lists and creates new Small Group Categories. Displays details of a small group cluster. Lists and creates new Small Group Cluster Levels. Places tabs for occurrences, sub-groups, and registration for group clusters. Lists and creates new Small Group Cluster Types. Displays the small group detail. Lists small groups. Lists small groups a person is in based on login. Allows to search for a small group to join. Lists members of a specific small group. Displays people in pending status without needing the tab control. Displays members of a small group with photo and details. Displays member, registration, and occurrence tabs for a group. Displays groups that are subscribed. Displays tags that are subscribed. Displays detail information for groups set up as a team in sports. Lists all small groups that are set up as a team in sports. Control to display the current team stats. Lists and allows file associations for templates. Creates a blank space between controls on a template. Displays the confirmation page for new users to verify submitted information. Displays user login screen Links an XML file to a XSLT file

142 Arena Premium Administrator Manual Appendices 141 Appendix E - Microsoft MapPoint Coordinate Exchange While you can obtain longitude and latitude coordinates from a variety of resources, the following instructions are for using Microsoft MapPoint to obtain longitude and latitude coordinates. Steps to Obtain Longitude and Latitude Coordinates using MapPoint: 1) Start Microsoft MapPoint and zoom into the area until your map view is slightly larger than the new area desired, as shown below. Microsoft Exchange Area 2) Using the Freeform tool, draw the shape of your area making sure to close the box at the beginning point. MapPoint Freeform Selection Tool

143 Arena Premium Administrator Manual Appendices 142 3) Go to Tools > Coordinate Exchange from the MapPoint menu, as shown below. Coordinate Exchange 4) Choose MapPoint Application and Freeform Line for the Source fields. If you want to name the Line, you can do so here. This is not necessary in this example as we are only using this tool to retrieve the coordinates of the defined area. 5) Choose File and Waypoints as the Destination. 6) Choose Comma Separated Values for File Type. 7) In the File Path, choose a location on your local drive and create a file name such as Area1.csv. 8) Click the double arrows between the Source and Destination fields to create the file. The screen will display a notice with the total number of coordinates. Coordinates Confirmed 9) Open the file created by the application. Map Coordinates 10) Enter the coordinates in the Group Area Map. See the Areas section under Groups in the Arena End User Manual for instructions to enter the coordinates.

144 Arena Premium Administrator Manual Appendices 143 Appendix F - Check-In Kiosk Installation Guide INSTALL PREREQUISITES Install.NET 3.5 full version, if not already installed. Use Windows Update in Internet Explorer to do this, or go to The Kiosk you are installing to must have access to the SQL Server and the Report Server on the domain. Install Reporting Viewer locally on each computer running Check-In. Review Check-In Application Settings. Make adjustments to Check-In Organization Settings (i.e., Check In Allow Overlapping Checkins, Check In Include Inactive People, and Check-In Overlap Threshold), as desired. Steps to Install Check-In Application: 1) Go to Check-In. 2) Select the Check-In Run Once application icon. 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 You must configure scanners in wedge mode, to save scans as plain text. You must add a Carriage Return character to the end of the scanned value in order for the kiosk to accept the value. Please consult your scanner s manual for configuring the scanner. Steps to Configure Non-Wedge Scanner (e.g. the NCR kiosk): 1) Download and install latest CCO runtime from 2) Install WEPOS SDK AC0D CDB4&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. PRINTERS Steps for Windows Configuration, using the kiosk physically connected 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. 4) Go to Control Panel Printers and Faxes, right-click on the printer. 5) Choose Properties. 6) Go to the Advanced tab and click Printing Defaults 7) Select Width of 2-3/7 (this is the size of the default Arena labels, but this can be changed through Reporting Services).

145 Arena Premium Administrator Manual Appendices 144 IN ARENA, YOU CONFIGURE PRINTERS IN UP TO TWO PLACES 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 can use any networked printer as the default. 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 every print job is sent to that specific printer. RECOMMENDED WINDOWS SETTINGS Steps to Turn Off Notification Pop-ups: 1) Open Printers and Faxes. 2) Click on File Server Properties. 3) Click the Advanced tab. 4) Uncheck Show Informational Notification for Local Printers. 5) Uncheck Show Informational Notifications for Network Printers. Steps to Turn Off System Notification Balloons: 1) Go to Start Run. 2) Enter gpedit.msc (no quote). 3) Under User Configuration, expand Administrative Templates. 4) Click Start Taskbar. 5) Enable Remove Balloon Tips. 6) Turn off Always on Top for the Taskbar. 7) Right-click on the Taskbar. 8) Click Properties. 9) Uncheck Keep Taskbar on Top of Other Windows. 10) Click OK. Steps to Turn Off Start Navigation Sounds: 1) Go to Control Panel Sounds. 2) Click the Sounds tab. 3) Go to Windows Explorer section. 4) Set the sound for Start Navigation to None.

146 Arena Premium Administrator Manual Appendices 145 SECURITY FOR LABEL PRINTING The local user on the Kiosk does not have to have permission set on the SQL or Report server, as Arena handles all the communication for label printing. The ArenaReports domain or local user must have permission to log onto the kiosk station in Active Directory, however. This is necessary for Report Services, which uses the ArenaReports user, to access the kiosk s printer. Steps Check-In Performs to Print a Label: 1) Guest signs in and chooses his or her Attendance Type. 2) The occurrence_attendance ID is created by the SQL Create Occurrences job. 3) The occurrence_attendance ID value is passed to the Report Server via the ArenaReports user to run the Label as set up in the Attendance Type. 4) Report Services creates the label and submits the label data to the printers set up in the Attendance type as the ArenaReports user. 5) The label prints out at all designated printers, the guest is now checked in successfully. Checklist of Settings for Check In to function: There must be at least one existing Attendance Type Category. There must be at least one Attendance Types with a minimum and maximum age. These represent the types of events, groups, or meetings that a person can check in. Arena Check-In recognizes these as classes. Note: Every Attendance Type that uses an age range or birth date will require for everyone person using the Attendance Type to have a complete birth date on his or her record. Arena uses the birthdates to verify that the person is eligible. There must be a Frequency set up for the Attendance Type. These are used to create an Occurrence. An Occurrence is literally a record of a meeting and the attendees. Arena uses the terms Occurrence and Attendance interchangeably. The Occurrence allows a person to check in 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.) There must at least one Location for the Attendance Type. These are the physical locations where the Check-In Kiosk will be. There must be at least one Kiosk and kiosk schedule setup. The Arena Check In application will read the schedules for each kiosk to see if it is available for Check-In. You may also set up the kiosk by launching the CheckInApplication.exe on the kiosk itself. 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.

147 Arena Premium Administrator Manual Appendices 146 TROUBLESHOOTING The Kiosk is inactive The kiosk application will display the following screen if there is not a schedule set to run on the Kiosk at this time. Edit the Kiosks schedule to correct this if this screen displays during needed Check-In times. Kiosk Troubleshooting

148 Arena Premium Administrator Manual Appendices 147 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 individual s record is the culprit. Following are things to check for troubleshooting this message. Class Not Available Issue: The Attendance Type is for a specific gender, male or female. Fix: Check the gender option for the Attendance Type. If not all records are properly associated with the selected gender, change the gender to Everyone. Issue: Age Range is set for The Attendance Type. Fix: Be sure all people checking in have a date of birth on the Person Details page. If not, either remove age range or enter a date of birth for the person. Fix: Remove the age range from the Attendance Type or enter the date of birth on his or her Person Details page for the individual. Issue: 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: Go to the Kiosk Management Screen in the Check-In application and select a Location that has an Attendance Type that has the age range of this person. Fix: Go to Check-In>Locations in the Arena Application and select an Attendance Type that has the desired age range. Issue: The Attendance Type the person is eligible for has the Secured box selected, but the kiosk is running in Centralized mode. Fix: If you intend to use the Attendance Type not as previously described, uncheck the selection Secured on the type. Fix: Change the Kiosk to Non-Centralized and choose the Secured Attendance Type for it. Issue: There are no Attendance Types where the Frequency at this 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 available for the appropriate time range. If this needs to be changed immediately, edit the Occurrence by going into Check-In > Attendance Type Categories > Attendance Types > Occurrences and change the End Time.

149 Arena Premium Administrator Manual Appendices 148 Issue: All Occurrences for the current time are Closed (Arena v2.0 and later). Fix: Open an Occurrence. Fix: Create a new Occurrence record. Issue: Classes are available, but Membership is required This message will display when the Attendance Type is linked to a group or tag, Membership Required for Check In is selected, and the person is not in the group or tag. Membership Required Fix: Connect the person to the tag/group. Fix: Uncheck the Membership Required selection for Check In.

150 Arena Premium Administrator Manual Appendices 149 Appendix H - Exporting and Importing Groups As you evaluate Groups for your organization, it may be necessary to create multiple Groups pages. Arena offers the option to replicate the Groups pages to enable the flexibility to create additional Small Group Structure Categories. For this process, you will export the existing Groups pages, create Categories and Cluster Types for the new Groups pages, and make the appropriate control setting changes for the new Group pages. THE BELOW STEPS ARE REQUIRED TO REPLICATE GROUPS: Export/Import the Groups pages. Create a Small Group Category, Cluster Type(s) and Cluster Levels. Set Small Group Cluster Tab Control for the new Group. Create Groups, as needed. Steps to Export/Import the Groups pages: 1) Go to Administration Pages Home Groups All Groups. This name may differ for your organization. Groups Pages 2) Click Export. Be sure to select Export child pages. Pages to Export

151 Arena Premium Administrator Manual Appendices 150 3) Save the XML file. For easy access, you can save this file on your desktop. You will not need it once you import the pages, unless you are adding additional Group Categories. Group XML file 4) Go to Administration Pages Home Groups. 5) Click the Child Pages tab. Groups Child Pages 6) Click Browse at the bottom of Child Pages and locate the XML file to import. 7) Click Upload. File Upload

152 Arena Premium Administrator Manual Appendices 151 8) Click Import. Be sure Import the Groups page and the 10 child page(s) is selected. Import Pages 9) Click Edit Details on the Page Details tab, to change the name. Page Details 10) Enter the new Page Name for this Groups page. This name will display in the Nav Bar. Page Details 11) Click Update. The new Groups section will display under Groups.

153 Arena Premium Administrator Manual Appendices 152 Steps to Create the Category, an initial Group Cluster Type and initial Cluster Levels: Go to Administration Small Group Structure. 1) Go to Administration Small Group Structure. 2) Click the Add New Category icon. The name of this category will be the tab name for every group, at the lowest level of the Group Tree. There is no need to add an s to the name, as Arena will do this automatically. New Small Group Category 3) Set Group Page ID and Cluster Page ID. Pages numbers may vary. Category Details

154 Arena Premium Administrator Manual Appendices 153 4) Complete Fields, as appropriate for this Category. See Small Group Structure in this manual for additional information. 5) Click Update. 6) Click Cluster Types for the new Category. Cluster Types 7) Click Add Cluster Type icon. Add a Cluster Type 8) Enter Cluster Type name. Arena will add s to the name, at the lowest level of the Small Group tree. 9) Select Yes to Allow Registrations and Occurrences, if you would like to enable on-line Group registration and to take attendance, respectively. Cluster Type 10) Click Update.

155 Arena Premium Administrator Manual Appendices ) Click Cluster Levels. Cluster Levels 12) Click Add Cluster Level. For this example, we will create three levels. Add Cluster Level 13) Enter Name and Select Options for this Cluster Level. Cluster Level Details Name This is the name for the Cluster Level. It is also the tab name for all groups using this Cluster Type. Level This is the Cluster Level. There is no need to change the default value. Allows Groups Check Yes if this is the lowest of the Group Cluster, where groups will be added. Allow Area Check Yes if you want these groups to be included in Groups Area. Notify Leader Check Yes if you want the leader to receive an notification when someone registers for the group. Notify Admin - Check Yes if you want to the leader to receive an notification when someone registers for the group.

156 Arena Premium Administrator Manual Appendices ) Click Update. 15) Click the Add New Cluster Level icon to add the appropriate levels for the Cluster Type. Add Cluster Level 16) The last Cluster Level for each Cluster Type must have Allow Groups checked Yes, in order to add Groups. Set Allow Registrations and Occurrences to Yes if you would like to enable on-line Group registration and taking attendance, respectively. Lowest Cluster Level 17) Click Update.

157 Arena Premium Administrator Manual Appendices 156 Steps to Set Small Group Cluster Tab Control Settings for the New Group: 1) Go to Administration Pages Home <NewGroups> All Groups page. 2) Click the Main Content tab. Main Content Tab for Groups Page 3) Set Category. This is the new Small Group Category. 4) Set the Default Type ID for this new Groups page. Note: The tab name for the first tab of the Group follows the naming convention of this Default Type ID (Cluster Type). Small Group Cluster Tab Control 5) Click Update. Now you are ready to create Groups using the new Category and Cluster Type(s).

158 Arena Premium Administrator Manual Appendices 157 Appendix I Creating and Maintaining an Arena-Managed Website MAKING YOUR WEBSITE PUBLIC The first step in developing an Arena-managed web site is to make sure it will be accessible to visitors and members on the Internet. This involves registering a domain name for your site and configuring it with your Domain Name System (DNS) server to route users to the correct server on your network, as well as opening the correct ports in your firewall for the site. Then you will need to configure Internet Information Services (IIS) on your server to properly route web-traffic, and configure the Host Headers in your IIS web site to route the proper domain names to your Arena-managed web site. Finally, you will need to configure your portal in Arena to direct users to the correct pages for your web site. Your network administrator will likely complete the majority of these tasks before your Arena administrator can configure your portal. Network Administrator: You will need to complete the following steps before you create and configure your Arena portals: 1) Register a unique domain name with a DNS registry service and configure it to point to the IP address of your web server. 2) Open the required ports in your firewall (typically port 80 for HTTP and/or port 443 for SSL). 3) Add a host header on your IIS web site for each unique domain name that you plan to use for Arena. Arena Administrator: You can configure multiple Arena portals to work with the same IIS web site. You must enter each unique domain in the host headers for this site and enter the proper Default Domain values in the portals. While the host header values uses the full domain name, including the sub-domain (e.g. only the primary domain name is used by Arena and must be unique for each portal (e.g. YourChurchOnline.com).

159 Arena Premium Administrator Manual Appendices 158 PAGE STRUCTURE The page structure is how Arena defines the layout and navigation of your web site and frequently referred to as a page tree because it uses a hierarchy-type structure consisting of parent pages with one or more child page, which can be parent pages as well. You Arena installation includes a default second page tree, as shown below, that includes several pages and controls that are designed to be available on the external web site for your organization. Default Portal 2 Web Page Tree While the scope of this section does not include the specific details of the design of your web site, you should consider specific factors designing your web site. We highly advise that you create the entire page structure for each section before adding the associated controls, as some control settings may require the existence of other pages. INHERITED ATTRIBUTES When you create a page, it automatically inherits the security settings and modules of its parent page. You can use this when initially creating your web site for items that will be on every page, such as the All Users Security Role or the navigation control. However, should you have cause to add a page later, remember that it will inherit every control on the parent page in each tab, as well as the security permissions of the parent page. Also, note that inheritance only occurs when you initially create the, and any modules or security settings added to a page will not automatically propagate down to any child pages.

160 Arena Premium Administrator Manual Appendices 159 VISIBILITY Occasionally you will find that you need to have pages in your page structure that you do not want to be visible in the navigation bars on your website. These pages can be hidden by un-selecting the Display in Nav checkbox in the Page Details of each specific page. This is separate from a security option. A user with proper security permissions can still navigate to these pages by redirects, saved links, or other means but, if they do not have the proper security permissions for the pages they will be unable to access them by any means. IMPORTING/EXPORTING PAGES Arena allows you to import and export pages and their child pages, including any modules that exist on those pages. You can use this to move pages from one portal to another or even from one installation of Arena to another. These export files will retain the modules on the exported page and any child pages, the tree structure of the exported page and its child pages, and any page references (such as module settings) that are internal to the tree that is begin imported. REQUIRED PAGES While your specific site design will be unique, there are several key required pages in order for your Arena managed web site to function. Root Page The first of these is the Root page, which serves to organize all of the pages for your web site. As this is simply a container page, it should contain no modules. To create this page (unlike other pages), you will need to first create it as a child of another page and then change its parent to Root in the Page Details area. Home Page Second is the Home page, which is the refer page in the portal details. Your Home page will also frequently be a different template from the rest of your site to display Flash animations, promotions, and other links to vital areas of your web site. The modules on this page will vary greatly depending on the needs of your organization. Frequently this page will include a navigation bar to reach the rest of your site, promotion modules to display your active promotions, and any number of Advanced HTML Text modules to display the animations and any other static content not written into your template.

161 Arena Premium Administrator Manual Appendices 160 Login Page Thirdly, you will need a Login page (as a child page of your Home page) which will contain the User Login module to allow your web site to authenticate visitors as individual Arena users. Authentication allows users to access secured areas, based on security permissions. The Login page is also selected in the portal details and is referenced by several modules. There are three optional child pages you can create under your Login page (which you can select in the settings of your User Login control), but are not required for a basic web site. Login Pages A New Login Request page with either an HTML Form module (which requires an admin to create the login manually, but helps prevent duplicates) or a New Account Request module (which allows the user to create their own login, but they can create a duplicate of themselves that will have to be merged later). If you will be using the New Account Request module, you will need to set up a tag synchronized to a security role with permissions to the web site and enter that tag s profile ID as the profile ID module setting so that the users are automatically be added to the security role. A Request Information page with the Request Login Information module to allow users to have their login information sent to their address if they forget it. A User Confirmation page with the User Confirmation module allows the user to update their detailed information when they log in. If you use this page, you should set the Redirect control setting of your User Login page to ~/default.aspx?page=<page number>, (where <page number> is the page ID number of your User Confirmation page) and the Redirect control setting of this User Confirmation module to ~/default.aspx?page=<page number> (where <page number> is the page ID number of either your home page or your member s home page). The All Users security role must be able to view your Login page, as all visitors count as members of the All Users security role until they have passed through the Login page. It is also important to give view rights to the Login page to every security role with any permission for this page tree, as certain modules may attempt to re-verify the identity of a user by passing their login and password to the Login page. MODULES As you navigate around the Arena application, you will see many different ways in which you can interact with the data in your Arena database, each appearing as its own separate piece. These separate pieces of the Arena application are Modules, called Controls in the Arena manuals. Controls are small applications or applets which can be stand-alone or operate in tandem with other controls. These applets deal with a specific function of the Arena application in a highly specialized method, allowing them to be very small and very efficient. This also allows you to place a portion of the application virtually anywhere, from adding forms to various internal pages to displaying information from your database on an external site.

162 Arena Premium Administrator Manual Appendices 161 Required Settings Many controls have setting that are required, and must be set before saving the control settings. While frequently these settings are the only ones required for the basic functionality of the control, you should also review the other settings of the control to see if you want to make use of any other functions or restrictions. Additional Controls While Arena requires many controls, but there are a number of other controls you may wish to add to other pages on your web site. These controls can serve utilitarian functions such as the page drop-down menu control for navigation or the Login Logout control for secured sections of your web site. They can also be static controls for displaying information such as an Advance HTML Text control used to display a Flash animation file or an image. Some optional controls can even be interactive, such as a Poll Display Active in Category control to gain information from visitors to your website. You are encouraged to explore the available controls and place them as needed throughout your website. One of the most underestimated controls in Arena, and worthy of special mention here, is the Advanced HTML Text control. You can you this versatile control for nearly any type of HTML code, from formatted tables to Flash animation files to image maps, and still be able to edit as easily as any text file. For example, you could create an image from a map of your city and the surrounding area, place it in the Advanced HTML Text control, then create an image map linking to pages for your small group areas so that a visitor can select a small group near their home or work. Just about anywhere where you might think you need to write an element into your template, such as a link, some header text, or a Flash animation, you can instead use an Advanced HTML control so that you can later edit the element without needing to modify your template. ARENA PORTALS Arena allows you to set up multiple web sites called portals. Each portal is a separate set of pages, controls, and security settings which can allow users to access information in your Arena database. Portals use the primary domain information from your IIS web site host headers to direct web traffic from a particular domain to a specific web site in Arena, such as your Arena managed web site or an external portal to the Arena application. Portal Separation It is important to remember that each portal has a separate set of security settings and rights. For this reason, it is critical that no page or control references target a page or module in a different page tree (this process is known as crossing or jumping portals). Should such a reference seem necessary, you should instead copy the target page into the referencing page tree and then target that copy instead of the original (see Importing/Exporting Pages in Page Structure above for more information).

163 Arena Premium Administrator Manual Appendices 162 Steps to Set Up a New Portal: 1) Go to Administration Portals. 2) Click the Add Portal icon to bring up the Portal Details view. Do not be concerned with the Portal ID being -1 at first, as this is simply the default displayed since it has not yet been assigned an ID value. 3) Enter a Portal Name, Title, Description and Notes as needed. 4) Select the Default Page ID as the homepage created in the Pages area of Administration, and the Login Page ID as the User Login page in the same page tree. 5) Enter the Default Domain that users will enter to access this portal. This name cannot be the same as any other portal s Default Domain value. 6) Select Authentication type. On creation, new portals have security rights for the All Users role to View the portal, which is the only required security setting. 7) Click Update. SECURITY Portal Security An Arena portal can be set to allow access by one of two methods. The first method is Windows Authentication. The username that the individual is logged into their computer under is passed to the Arena program as their user ID automatically (no password is required for login, as Arena assumes that Windows has already verified the User ID and Password). The second method, Forms Authentication, requires that a user provide a user ID and password every time they access that Arena portal. While your internal access to the Arena program (through the default portal 1) can usually remain in Windows Authentication mode, it is highly advised that you set any externally accessible portals to Forms Authentication to make sure your data remains secure. Page/Module Security Arena allows you to customize the view and edit rights for each user. As previously covered in this manual, the primary method is to use security roles to manage view and edit rights to your web site s pages and modules is by security role. Alternatively, you can grant individual access to pages and modules to specific users, for when you need a very small select group of individuals to have a specific set of access rights to those pages or modules. In general, you will want the publicly viewable areas of your web site to include the All Users security role with view permissions, to allow users who have not logged in to view those pages. It is important to remember that while a security role or individual may have view rights to a module, if they do not also have view rights to the page that module is on they will still be unable to view that portion of your web site. You will also need to make sure that the All Users role does not have permission for any area of your web site that will require a Login. You will want to maintain at least one user or security role (typically a Web Admin security role) with edit rights to every page, to update your web site in the future.

164 Arena Premium Administrator Manual Appendices 163 ONLINE NEWSLETTERS Your organization can use Online Newsletters to communicate with your membership and your staff in many different ways, covering a broad range of topics, or narrowly focused on a specific ministry or department. For example, an Electronic Magazine (or E-zine) could be a broad ranging church bulletin that you to the entire membership each week to promote events during that week, containing articles from numerous internal and external sources. Your organization can create another newsletter containing blog entries and articles written by the missionaries your church supports and ed to the specific members who give to their mission needs. Depending on the specific purpose of the Newsletter, you may wish to deploy it behind a secured login page, such as in a Members section. Alternatively, you may want to make your newsletter public and allow public subscriptions by non-members. In either case, the implementation follows the same process, just from a different parent page. Implementing an Online Newsletter To implement a newsletter for your church you will need three key elements: An internal source for the newsletter s articles A section on your external Arena managed web site for each newsletter The Send Newsletter automated agent. The internal source will be the Newsletter page found under Web Content Newsletters. This area can manage several different e-newsletters or e-zines, unlike the other two elements below. See Newsletters in the User Manual for additional information. You will need to create a newsletter section on your external web site for each newsletter as outlined below. This is the outward-facing side of your newsletter, where users will view each volume and article of your newsletter, as well as manage their subscription to the newsletter and search the newsletter s archives. Each of your e-newsletters will need a separate set of these pages with the required controls and control settings. The Send Newsletter agent is Arena s method of distributing your newsletter. You can configure the newsletter to send a periodic to the subscribers of a specific newsletter at a designated time interval such as weekly or monthly. Just like the pages on your external site, you will need to configure a Send Newsletter agent for each Newsletter ID. So, you will need to create a unique copy of the entry in the ~/Arena ChMS/Agents/jobs.config file for each additional newsletter you publish.

165 Arena Premium Administrator Manual Appendices 164 Newsletters on Your Arena Managed Web Site The web site implementation of a newsletter on your Arena managed web site requires pages and controls. The below example is one way to create your page structure. Newsletter Pages Newsletter This page will be the primary page for visitors and subscribers, which will display a title summary of Newsletter articles to which the user can select. This page will need the Newsletter Volume Summary control with the Articles page selected and a Newsletter ID setting matching the desired ID number. This Page is the only one of the Newsletter structure that should be visible in navigation. o Newsletter Promotion Display Control o Newsletter Subscribe Articles This page will display an individual article as well as the archive search tool to allow the visitor to browse through previous volumes and articles of your Newsletter. This page will need the Newsletter Archive control with the Archives Page and this Articles page selected for their respective settings, and a Newsletter ID setting matching the desired ID number. You will also need to add a Newsletter Article Display module with the Article Print page selected as the Printer Page. o Newsletter Article Article Print - The page is shows just the article selected with no additional menus or fields to allow for a clean printing of the article. This page will need the Newsletter Article Display control with no further settings. You will need to remove any navigation bars or any other inherited modules from this page. o Newsletter Article Display Newsletter Archives This page give users the ability to view the results of an Archive search with links to the resulting articles. This page will need the Newsletter Archive control with empty Archive Results Page setting (as this is the results page) and the Articles page selected, and a Newsletter ID setting matching the desired ID number. o Newsletter Archive control

166 Arena Premium Administrator Manual Appendices 165 If you plan to distribute your newsletter by , you will also need to create the below three more pages for each newsletter you wish to publish. Newsletter Subscribe This page and control gives visitors the ability to subscribe to your newsletter. This page will need the Newsletter Subscribe control with the desired Newsletter ID setting. This page will also need to be set to Display In Nav, and could even be located on the same level as the root Newsletter. Newsletter Unsubscribe This page and control will give subscribers the ability to unsubscribe. This page requires the Newsletter Unsubscribe control. This control does not require settings, and used by a subscriber to remove their subscription by clicking on the Unsubscribe link in the they receive. The agent will add this link, personalized for each subscriber, wherever you add the merge code <!--##unsubscribe##--> to your newsletter template. o Newsletter Unsubscribe Newsletter Subscription Verification - This page is not required unless you will be publishing your Newsletter by subscription. It is rather unique in that the configuration is nearly identical to the Newsletter Page, but it will require its own template specifically designed to display in s (thus a simplified HTML code). When you create your Newsletter internally, you will need to enter the external URL for this page as the Publish Point for the newsletter. This is the actual page that the subscriber receives in their . o Newsletter Subscription Verification You will also need to setup the Newsletter Subscription Verification System . Newsletter Subscription Verification

167 Arena Premium Administrator Manual Appendices 166 ONLINE PRAYER REQUESTS Arena s Online Prayer Request controls are a powerful way to assist your members in their personal prayer life. This is accomplished by providing an easy and accessible method for your members to submit their prayer requests, giving them a secured and ordered means of browsing active requests to follow up on them and submit comments or answers, and providing a way to bring your membership closer together by helping make them more aware of other s needs. For example, imagine that a member s spouse suffers from an injury and he or she is unable to work or pick up the family s children after school. This need could be submitted through your organization s online Prayer Request system, where your other members will be able to pray for them and minister to them in a coordinated manner through services such as meals or childcare as they feel led, all while communicating with each other about the prayer request through your Prayer Session system. Implementing an Online Prayer Request System An Arena-managed online Prayer Request ministry system consists of three primary parts as well as a few optional components. Prayer Request Page Prayer Ministry Toolbox Pages Prayer Request Submission page This page is a simple form for members and visitors to submit prayer request. We recommend you add this page in a non-secured area (for the use of visitors as well as members). This page requires a child page that includes the Prayer Web Request control. You will need to set the Default Content Category (typically Arena ) and Default Source (typically Web site ) and optionally you can select the Default Prayer Category (Typically General ). Prayer Lists This page is a list of active prayers. It can be set to include only active, approved requests or virtually any status. These lists can help your members to remember particular prayer needs by showing current requests, or they can act as a testimony by showing answered prayers. Your Prayer Lists may include sensitive or private information, so it is advisable to place it inside a secured area of your web site such as a centralized Members section. Each list requires a single page with the Prayer List control. You will need to set the Content Category and Source as in the Prayer Request Submission control above, and set the Status to A for Approved requests, D for Expired requests, or C for requests still awaiting approval and any other statuses. Prayer Session This page allows your members or your organization s prayer ministry to select one or more categories of prayer requests and then view each active and approved request within the selected categories, with the option to add a comment. This page will need the Prayer Session control, which requires no further settings. Prayer Calendar You can use this optional page to allow your Intercessory Prayer ministry to schedule specific prayer-related events in a separate area of your web site from your organization s other ministry events. They are in essence identical to a normal Event Calendar, but they specifically display events or promotions from the Prayer Topic Area. You will need to create a single page containing the Event Calendar control, with the Detail Page set to the Event Details page associated with your primary Event Calendar, and the Topic Areas set to the Prayer Topic Area ID (789 by default) and any other Topic Area IDs you wish to display on this calendar.

168 Arena Premium Administrator Manual Appendices 167 OPTIONAL WEB FEATURES Online Polls Unlike most of the controls you might use on your web site which function to transmit information from your organization to your membership. Polls allow your membership to communicate back to you on a broad range of topics. A poll can be on a broad subject such as a favorite season, or it can narrow so much as to ask an opinion of a guest speaker, or anything in between. A minister could use a poll to ask the member s preference on where to travel to for a fall retreat, or he could ask how many people would make use of or volunteer for a new ministry opportunity. The possibilities are nearly endless. See Polls in the End User manual for information about creating polls. Once you create a poll, you can display it on your organization s Arena-managed website. Once you create the poll, Arena will assign each poll a Poll ID. You can place a poll on nearly any page of your Arena-managed web site, with the proper Poll Category ID and Poll Results Page settings. Poll Pages Polls This page allows users to participate in the poll. You will need to add the Poll Display Active in Category with the required settings. Poll Results This page will display the results of the current poll, once the visitor participates. You will need to add the Poll Graph Results control, with the desired settings. This page should not be visible from basic navigation, as an ID must pass from the poll itself, and should be a child of your Home page. When using polls in your subscription newsletters, you will need to use the Poll Display Newsletter module with the same settings listed above because s limit the HTML code allowed. Online Sports Monitor An Arena-managed web site can include a Sports Monitor that allows visitors to view the game schedule, season statistics, and team rosters of your organization s sports ministries. For each separate sport category or root cluster you will need a distinct Team List control and Team Stats control set to the proper root cluster value, which can be on the same page as your existing Team List and Team Stats controls, or on separate pages. You can use the same Team Details page and controls for any number of sport categories. Sports Pages Team Listing This page enables visitors to navigate through the various divisions and teams within the specified League. When a user clicks on a team name in this view, they move to the Team Details page outlined below. This page will need a Team List control with the Team Detail Page selected and a Root Cluster ID setting of the Group_Cluster_ID value of the league-level group for this sport category.

169 Arena Premium Administrator Manual Appendices 168 Team Details This page will display the details of a team including practice day, roster, announcements/description, and their game schedule. This page will need the Team Details control with a Season selected from the Sports Seasons Lookup.

170 Arena Premium Administrator Manual Appendices 169 Team Statistics This page will display the team names, their win/loss/tie count, their win percentage, and the number of games played and games remaining for each team. This page will need the Team Stats control with a specific Season (from the same lookup as used on the Team Details page above), Starting Cluster ID (again, the same Group_Cluster_ID as on both of the previous pages), and Team Detail page selected. Online Small Group Locator Arena s Small Group Locator allows visitors to your web site to locate a small group within your organization that will best fit their needs, based on criteria such as meeting day, age range, proximity, and many others. Once the user has entered their preferences, the Small Group Locator finds and displays the closest matches. The visitor can select a group from the list and complete the on-line form. Once the form is complete, Arena will send an to the leader of that small group indicating the registrants desire to join the small group, at which point the leader will need to register the user for their small group. Small Group Locator Page Small Group Locator page This single page requires the Small Group Locator control set for the Category ID of the group category you wish to allow the visitor to select from and a redirect page when they complete registration form. You can optionally create a specific page with an Advanced HTML Text module containing a Thank you for your submission message. If your organization plans to use the Group Locator function, the Small Group Locator control enables you to set an address, if the group leader does not have a valid address. This control will also enable you to choose whether the Cluster Leader should also receive a follow-up e- mail. Online Volunteer Opportunities Arena s Volunteer Opportunities function allows visitors, on your Arena-managed web site, to browse your organization s ministry opportunities (recorded as Serving Tags), and register for the ones that fit their abilities or schedule. This can minimize the work of staff and make your membership more aware of the opportunities to serve. To implement this feature, you will need four pages, as outlined below. Volunteer Pages Volunteer Opportunities This page will be the primary way your members will browse through the available serving tags by selecting from certain criteria and then browsing the results to select the areas he or she wishes to serve. This page will need the Serving Opportunity Search control with the Volunteer Details and Volunteer Results pages selected.

171 Arena Premium Administrator Manual Appendices 170 Volunteer Results This page will display all serving opportunities (tags) that met the selected criteria. This page will need to be a child page of the Volunteer Opportunities page and because it requires a search criteria input, it should be hidden in navigation. This page will need the Serving Opportunity Search control, but you should only select the Volunteer Details page as this is the Volunteer Results page. Volunteer Details When a member selects a serving tag from the results of their search, Arena redirect him or her to the Volunteer Details page where they can review the details, experience requirements, schedule, and contact info specified for the selected tag, as well as join the tag or request more information on the ministry opportunity. This page should also be a child page of the Volunteer Opportunities page and should be hidden in navigation. This page will need the Serving Opportunity Details control, with the Add Tag Member page and the User Confirmation page selected. Add Tag Member Once a visitor selects a serving opportunity, this page will display where he or she will enter or update their information. This page should be a child of the Volunteer Details page and hidden from navigation. This page will need the Profile Member Add control with a default Source and default Status selected, both of which will be applied to all members joining the tag from this page. Online Classified Ads When your members are looking to help fill a specific need of other members or they have a special need of their own, an online Classified Ad system is an excellent way for you to help them meet that need. Needs such as a new or used vehicle, an available service such as babysitting or a Christian CPA, or job openings and résumés can all be posted on a Classified Ad system and then filled by your members without any additional work on your part. This feature requires three pages, as outlined below. Classified Pages

172 Arena Premium Administrator Manual Appendices 171 You can separate the Classified Ads system into multiple content categories to better differentiate different types of listings. By default, Arena comes with two content categories: Classifieds and Business Directory. These values are defined in the Classified Type lookup table and the individual listing categories (e.g. Automotive, Clothing/Accessories ) are defined in the Classified Category lookup table. You can add additional content categories and listing categories in these tables, but the method for adding them to your website remains the same. To implement each classified category, three pages are required, as outlined below. On-line Classified Page Classifieds Pages Classified Ads This page is the initial page your members will see when they navigate to this area of your Arena-managed web site. This page will display a listing of categories with a sum of the number of items in each, a link to add a new posting, and a special list of recent additions. We suggest you place this page behind a secure login, and it will need to be visible in navigation. This page will need the Classified Categories control with the Classified Ad Details and Classified Ad Entry pages selected, as well as the Classified Type (classified content category) and Arena Content Category ID selected. Classified Ad Details When a user clicks on a category, this page will display the details of all classified ads in this category. This page should be a child page of the Classified Ads page and hidden in navigation. This page will need the Classified Category Details control with the same content category selected as the parent Classified Ads page and the Classified Ad Entry page selected as the Edit page. Classified Ad Entry This page displays user s existing classified ads and a button to add a new item. Once they click the Add Item button, they can then fill out the form that displays to add the item to their classified ads listing. This page should be a child page of the Classified Ads page and hidden in navigation. This page will need the Classified Entry control with the Classified Type (classified content category) and Arena Content Category ID selected just like the parent Classified Ads page.

173 Arena Premium Administrator Manual Appendices 172 Online Events and Promotions An active part of your organization s ministry are the events you host for your membership. These events can be anything from VBS to a Women s Conference. The key to the success of these events and the resulting growth and development of your membership is event promotion, a function that is easily accomplished on your Arena-managed web site through online promotions. See the Arena User Manual for information on creating event tags and setting up promotions. To implement online promotions and events on your web site, you will need ten pages, as outline below. Event Pages Events This page is your user s primary access point to your events and promotion details. It displays a listing of your current events and allows users to navigate through to the details and registration areas for each event. This page does not require a secure login so you can place it directly under your Home page, and should be visible in navigation. This page will need the Event Week View control with your Event Details page selected. Monthly Calendar This page displays all of the events in the current month in a calendar format, allowing users to click on those event titles to view the details of each event promotion. Users can also use this page to browse through other month s events. You should add this page as a child page of your Events page, with the Event Calendar control and the Event Details page selected. You can choose to display this page in navigation if you wish to allow users to browse to it, or you can hide it in navigation and use a hard-coded link or a redirect control to access it. Promotion Details When a user selects a promotion that is not tied to an event tag, the details of that promotion will display on the Promotion Details page. Its largest difference from the Event Details page is that a user cannot register for non-event-promotions, as they can for event promotions. This page should be a child page of your Events page and should be hidden in navigation. This page will need the Promotion Detail Display control, which has no required settings. Event Details If a user selects a promotion, tied to a specific event tag from any promotion display module, this page will display with the details of the event promotion as well as allowing the user to register for the event or add it to their Outlook calendar. Just like the Promotion Details page, this page should be a child page of your Events page and should be hidden in navigation. This page will need the Event Details control with the Event Registration Page 1 and User Confirmation pages selected. This page requires the User Confirmation page, normally listed as optional in the Login section above.

174 Arena Premium Administrator Manual Appendices 173 Event Registration Pages The five Event Registration Pages are forms that a user will need to fill out when they register for an event online. They are very similar in their setup and should all be located as child pages of your Event Details page and hidden in navigation. Each control will be located on the page of the same name (e.g. the Event Registrations Page 1 control will be located on the Event Registrations Page 1 page). o Event Registration Page 1 This control requires you to select a Login page, Event Registration Page 2, and Event Registration Page 3. o Event Registration Page 2 This control requires you to select an Event Registration Page 1 and an Event Registration Page 3. o Event Registration Page 3 This control requires you to select an Event Registration Page 1, Event Registration Page 2, and Event Registration Page. o Event Registration Page 4 This control requires you to select your Event Registration Page 1, Event Registration Page 3, Event Registration Page 5, and a default Member Status value for members who add themselves to your database from Event Registration. Optionally you can also select the Credit Card Verification Explanation page below as the CIN page. o Event Registration Page 5 This control only requires you to select an Event Registration Page 1. Credit Card Verification Explanation When a registrant for an event online and pays any registration fees using a credit card, they will need to enter the Card Identification Number (or CIN) printed on the back of their card. The specific location of this value and its purpose can be confusing to some users, so you can use this page to clarify any questions they might have about their CIN. This page should be a child page of your Event Details page and should be hidden in navigation. It uses the Advanced HTML Text control. You will need to set this up with your own information. We suggest including an image showing the specific area of the back of a credit card, as commonly seen on online shopping sites.

175 Arena Premium Administrator Manual Appendices 174 ONLINE SMALL GROUP LEADER TOOLBOX The Small Group Leader Toolbox is one of the most powerful tools available on your Arena-managed website. With it, your group leaders can manage the members of their groups. They can use it to send s to the members of their groups, to add new members to their groups, or to administer the personal information of their members. Arena s Small Group Leader Toolbox has ten primary components and four optional components. Small Group Leader Toolbox Pages Primary Components Group Leader Toolbox This page displays the details of the group or groups the user is a leader of, and allows the user to select the specific group he or she wants to administer. This page should be located in a secure area of your web site, and should be visible in navigation (or linked to by a hardcoded link). This page uses the Group List control with Public Site set to True, the proper Category ID specified, and your View Small Groups page selected as your Group Detail Page setting. Add Member Request This page is used if the leader does not have permissions to add members directly to their group. Instead, the Add Member Request page is a form the leader will complete, then an is sent to a designated address (either a staff member or a volunteer) who will then manually add the member to that leader s group. This page should be located as a child of your Group Leader Toolbox page, and should be visible in navigation, if using this method. It uses the HTML Form control with the From and Recipient addresses selected, the Instructions to be displayed at the top of the entered, the s Subject line entered, and the HTML formatted form entered in the Details area of the module settings. View Small Groups - Once a user selects a small group on the Group Leader Toolbox page they are sent to the View Small Groups page where they can view and administer all of the details of the group including the membership and occurrences/scheduling. This page should be a child page of your Group Leader Toolbox page and should be hidden in navigation, as it requires a specific group ID to be passed to it. This page uses three controls, all with the Public Site module setting set to true. The first module, Small Group Details, will need to select your external Person Details page. The second control, Pending Registrations, will need to select your Registration Details page. The third control, Small Group Tab Control, will need to select your Area Details page, your Default Occurrence Type ID, your Occurrence Details page, and your Registration Details page. Several other module settings can be selected on these modules, but are not required.

176 Arena Premium Administrator Manual Appendices 175 Registration Details When a When a leader selects one of the pending registrants listed on the View Small Groups page, he is directed to the Registration Details screen where he can view the registrant s selections and then match them to a group. This page should be a child page of your View Small Groups page and should be hidden in navigation, as it requires a registration ID be passed to it. It requires the Registration Details control with your View Small Groups page selected as the Cluster page and the Area Details page selected. Person Details If a leader selects a current member of the group, the Person Details page will display the selected member s information. This page should be a child page of your View Small Groups page and should be hidden in navigation. This page uses the Person Details module with the Public Site setting set to True. An important note to remember is that all Person Details modules will follow the same field security settings, as set in the Administration are of the Arena application, so long as the Secure Fields module setting is set to true. Person Update When a leader s security role does not include rights to edit the Person Details page directly, they will need to use the Person Update page to make any changes or corrections to the information of their group s members. This page is linked from the Person Details page by selecting it in the Person Details module settings. It should be a child page of your View Small Groups page and hidden in navigation. It uses the HTML Form with the From and Recipient e- mail addresses selected, the Instructions to be displayed at the top of the entered, the e- mail s Subject line entered, and the HTML formatted form entered in the Details area of the module settings. Group Roster- Selecting the Display Detailed Roster button on the View Small Groups page will direct the user to the Group Roster page that displays the members of the group with details such as their pictures, addresses, and phone numbers. This page should be a child page of your View Small Groups page and should be hidden in navigation. It uses the Small Group Roster module, and has no required module settings. Occurrence Detail When the leader selects a specific occurrence from the Occurrences tab of the View Small Groups page the Occurrence Detail page will show them the specifics of that particular occurrence, such as the start and end times and location. This page should be a child page of your View Small Groups page and should be hidden in navigation. This page requires the Occurrence Details module with the Public Site setting set to True and the Area Detail, Event Detail, Group Detail, Occurrence Type, and Profile Detail pages selected. Area Details - While internally, this page displays geographic information about the group and its members, in the Small Group Leader Toolbox this page is simply a required module setting for the Small Group Tab Control on your Group Leader Toolbox page. This page should be a child page of your Group Leader Toolbox page and should be hidden in navigation. It requires the Area Details module with your small group Category ID entered, your external Person Details page selected, and your View Small Groups page selected as the Area List page. Communications A group leader may need to send messages to their group members and can do so by selecting the link from the View Small Groups page. The link will take them to the Communications page where they can enter the and send it to the selected members. This page should be a child page of your Group Leader Toolbox page and should be hidden in navigation. It uses the Mail Merge control, and has no required settings.

177 Arena Premium Administrator Manual Appendices 176 Optional Components Home As a child page of your Group Leader Toolbox page, the page is a redirect to your web site home page so members can easily navigate back to that page. It uses the Redirect module with a page link to your home page specified in the module details. Member Homepage Just like the Home page link above, the Member Homepage is also a redirect, this time to the Member Homepage for ease of navigation. It uses the Redirect module with a page link to your Member Homepage specified in the module details. Your Small Groups This page is a redirect back to the View Small Groups page used to return there while viewing other areas of the Small Group Leader Toolbox. It requires the Redirect module with a page link to your View Small Groups page specified in the module details. Small Group Locator This page is a redirect to your actual Small Group Locator page, if you have chosen to implement that structure. It uses the Redirect module with a page link to your Small Group Locator page specified in the module details. ONLINE E-CARDS AND E-INVITES By using online E-cards and E-invites your web site visitors can provide a friendly and personal link between themselves, your church, and other members or visitors. This can greatly increase the ministry range of your church by providing a contact point for members and visitors all around the world. The process for creating and sending an e-card or e-invite is very similar to the process for a physical card or invitation. First, you must create the card or invite. Then, users can distribute the selected card or invite to friends and family. Finally, the recipient opens the card and receives the message. Steps to create ecards and e-vites are the same, just substitute the relevant name as needed. See Creating E- Cards in the User Manual. Once you create cards, then you can use them on the external site. E-Card and E-Vite Pages E-Cards This main page is where a user can browse through a listing of the e-cards you have created and made available and select one to send to a friend or relative. While it is not required that this page be located behind a secure login, due to the fact that sending these e-cards uses internal settings you are advised to place this page in a secure section of your web site. It should also be visible in navigation. This page uses the E-Card Category List module with your Create E-Card page selected as the Card Entry Page setting, and you will need to enter the Card Type ID found in the Card Type lookup table for the type you wish to use (e-card or e-invite). For more information on lookup tables, see the Arena Administrator Manual. Create E-Card Once a user selects an e-card to send, the Create E-Card page allows the user to specify the sender, the recipient, their addresses, and a brief personal message to be displayed along with the e-card s own message. This page should be a child page of your E-Cards page, and it should be hidden in navigation. It uses the E-Card Message Entry module with your E- Card Thank You page as the Redirect page value.

178 Arena Premium Administrator Manual Appendices 177 E-Card Thank You After a user sends their e-card, you may wish to display a brief message thanking them for using your e-card service by using the E-Card Thank You page. This page should be a child page of your E-Cards page and should be hidden in navigation. It uses the Advance HTML Text control and has no required settings. Note that you can use the same Thank You page for both e-cards and e-invites if you wish to. E-Card / E-Invite View When the recipient opens the link in their , they are directed to the E-Card/ E-Invite View page where they can view their specific card or invite. This page should be a child of your Home page (where it should not require a login) and should be hidden in navigation. You may wish to create a custom template for this page either to remove all other elements and just show the e-card or e-invite or to adjust your normal navigation and content areas to fit around the e-card or e-invite properly. This page uses the E-Card Display control and has no required settings. ONLINE GIVING In the modern age of paperless banking and online finance management, many of your members may wish to do their regular tithing or recurring offerings online, and Arena s Online Giving area allows them to do just that. Prior to working with your web pages, you will need to add all applicable Payment Gateway accounts. Online Giving on Your Web Site To allow your members to use Online Giving on your Arena managed web site, you will need to create four pages: Online Giving, My Repeating Payments, My Contributions, and My Contribution Detail. Online Giving Pages Online Giving This page is the primary interface between your members and your online contributions system. A step-by-step wizard allows your members to confirm their personal information and add or monitor their online gifts. This page should be located in a secure section of your web site and should be visible in navigation. It uses the Repeating Payment Wizard control that requires you re my Contributions and My Repeating Payments pages to be selected, as well as a Cancel page (to redirect the user to when they click the Cancel button). You will also need to specify your Payment Gateways for Credit Card and ACH when you have them set up. My Repeating Payments This page allows users to view their existing repeating payments a user will navigate to the My Repeating Payments page, which displays the user s existing active giving profiles and allows them to edit or delete them. This page should be located as a child page of your Online Giving page and should be visible in navigation. It uses the My Repeating Payments module with your Online Giving page selected as the Repeating Payment Wizard setting. My Contributions This page allows users to view historical gifts and contributions given through your online giving system. This page should be located as a child page of your Online Giving page and should be visible in navigation. It requires the Contribution List module with your my Contribution Detail page selected and the Public Site value set to True.

179 Arena Premium Administrator Manual Appendices 178 My Contribution Detail When a user selects one of their historical contributions from the My Contributions page, they are directed to the My Contribution Detail page with an in-depth view of that specific contribution. This page should be located as a child page of your My Contributions page and should be hidden in navigation. It uses the Contribution Detail module with your external Person Details page selected (see the Small Group Leader Toolbox for details on this page) and the Public Site value set to True. SOCIAL NETWORKING PAGES In an age where social networking provides an excellent avenue to stay connected to your members, Arena offers two options. The first My Membership option, allows members to view several avenues of how they connect to your organization. The second option My Groups option, allows members of groups to networking with one another or across all groups to which they belong. Given the confidential information on the pages, we recommend to add these pages in a secure section of your website. What follows is an overview of both options, as well as, the setup requirements. You can also download the My Groups/My Portal XML file from Downloads Technical Papers. My Membership My Membership provides the ability for members to create a page specific to them where they can view their personal information, recent contributions, areas where they are currently serving, registrations for future Events, any future Mission trip, their current Groups and Campaigns. For illustration purposes, the setup instructions to follow are based upon an Arena-managed website, using the default structure and templates. My Membership

180 Arena Premium Administrator Manual Appendices 179 To begin you will need to perform the following steps: Create Portal Page. Add Container Module. Add Child Modules, making module changes as specified or desired. Steps to Create a Portal Page: 1) Go to Administration Pages Web Pages Homepage Members Member Homepage. 2) Select the Child Pages tab. Child Pages 3) Click Add New Page. New Page 4) Customize the page, as desired. 5) Click Update. 6) If would like to change the order of where the page will display, you can icon to drag-n-drop the page to the desired location move the page to one of the other pages, change the page view. You will then be able to select the row and drag it to the desired position. Page Order 7) You can now add a Container and the desired Controls.

181 Arena Premium Administrator Manual Appendices 180 Steps to Add a Container: 1) On the new page, click the Main Content tab to add a Container control. There are two Container options available. For this example, we will select Dock Container 2 columns. Both Dock Containers (2 and 3 column) enable the Arena Administrator to make Available content that enables the user to select what items (modules) to use on the My Portal page. Add New Module Instance 2) Add a Container Control. Container Module 3) Click Update. 4) If desired, customize the Control by clicking on New Module. New Control 5) Click Update when complete.

182 Arena Premium Administrator Manual Appendices 181 Steps to Add Child Modules: 1) Click on Child Modules to start adding My Portal Modules. Child Modules Container Child Modules have five available Content tabs. Modules added to the Available Content tab allows the user to specify which Modules to display. Container Content Tabs Once you have determined which controls to place on the desired Content area, you are ready to add control. The following modules are available for My Portal in the Social Category: My Information My Events My Contributions My Missions My Serving Areas (Tags) My Groups While specific control settings may vary, all controls contain the same core settings, as shown below. Module Settings

183 Arena Premium Administrator Manual Appendices 182 Steps to Add My Information (Attributes): This is the My Attributes module/control. This module allows the user to edit the attribute fields from the My Portal page. The values are NOT secured in any way. They are showing the users values and any field can be updated/changed. This module could be used for inputting sensitive information via the user. 1) Add the desired My Attributes control, in the Core Category, to the desired Content Tab. My Attributes Control 2) Customize control settings, as desired. 3) Edit control specific settings, as desired. Control Settings 4) To add multiple Attributes, repeat the above steps. You may also want to group the Attributes by changing the order in which they are listed. Click on the blue arrow to change the order. Attributes

184 Arena Premium Administrator Manual Appendices 183 Steps to Add My Giving (Recent Contributions): This is a simple list of recent contributions. It shows the latest contributions (# configurable via module setting). The module setting is person specific. The Additional details link will link to the contributions detail page. 1) Add the My Giving Control to the desired Content Tab. My Giving Module 2) Customize the core settings, as desired. 3) Select the My Contribution Detail (required) control setting. The page number may vary based on any customization of your default Arena Web Pages. Contribution Detail Page Contribution Detail Page 4) Set the number of default contributions to display (required). Contributions to Display 5) Click Update.

185 Arena Premium Administrator Manual Appendices 184 Steps to Add My Serving Control: This is control lists the current active, connected serving profiles. It will list the Leader, Date Active and Next Meeting Date (if there is an occurrence). It also displays the profile image, if available. 1) Add the My Serving control to the desired Content Tab. There are no additional settings for this control. My Serving Module Steps to Add My Events Control: This is the same Event Registration control, but has been re-skinned. It will show the user-specific registrations for any future events. If the Registration page setting is set, there will be a registration details link. If the Event Details page is set, the image and the Main heading will link to that page. 1) Add the My Registrations control to the desired Content Tab. My Registrations Module 2) Customize module core settings, if desired. 3) Edit control specific control settings, as desired. My Registration Module Settings

186 Arena Premium Administrator Manual Appendices 185 Steps to Add the My Missions Control: This is control will list all current mission trips for the user. It can also show previous missions (control setting). If the registration page setting is set, it will link to the registration page. The user can pay/contribute from there. 1) Add the My Mission control to the desired Content Tab. My Mission Module 2) Customize the control settings, as desired. My Mission Module Settings Steps to Add the My Groups Control: This control will list the user s current group for the Category (module setting). The group detail page should link to a page created by the user with some group specific modules. Like the Serving one, it shows the leader, image and next occurrence if available. 1) Add the My Groups control to the desired Content Tab. My Groups Control 2) Customize control settings, as desired. My Groups Control Settings

187 Arena Premium Administrator Manual Appendices 186 Steps to Add My Campaigns Control: This is the same control found on Person Details>My Campaigns Tab. There is nothing here to show, the campaigns do not link to anything. 1) Add the My Campaigns control to the desired Content Tab. There are no settings for this control. My Campaigns Control USER Once you have added all desired controls, the user will be able to choose what controls to add to his or her page. 1) Click on the Customize link. 2) Select the controls to display. User Customize Options 3) After adding a control, the user can remove it by clicking the drop-down and selecting remove. My Membership

188 Arena Premium Administrator Manual Appendices 187 Sample My Portal Page

189 Arena Premium Administrator Manual Appendices 188 My Small Groups My Small Groups provides you with the ability to create a single page specific to each user where he or she can view and access his or her small groups, group wall, group roster, group twitter, and group Flickr photos, as shown below. For illustration purposes, the setup instructions to follow are based upon an Arena-managed website, using the default structure and templates. My Groups Overview In order to set up the My Small Groups page, you will need to perform the following steps: Create Member Page. Add Container Module. Add Child Modules, making module changes as required or desired. Make the appropriate Permission changes in Security Roles.

190 Arena Premium Administrator Manual Appendices 189 Steps to Create a Member Page: 1) Go to Administration>Pages>Web Pages> Homepage>Members>Member Homepage. 2) Select the Child Pages tab. Child Pages 3) Click Add New Page. Add New Page 4) Customize the page, as desired. New Page 5) Click. Now you are ready to add a Container and the desired Modules.

191 Arena Premium Administrator Manual Appendices 190 Steps to Add a Container: 1) On the new page, click the Main Content tab to add a Container module. 2) Click Add New Module Instance. Add New Module 3) Click on New Module, now listed, and customize as desired. Edit New Module 4) Select one of the Container modules. There are two Container module options available. For this example, we will select Dock Container 2 columns. Both Dock Containers (2 and 3 column) enable you make Available content that enables users to select what items (Modules) to use on their My Small Groups page. Dock Container Control Content areas for each Container are Left, Center, Right and Available. 3 Column Container 2 Column Container 5) Click Update. There are no required control settings for this module.

192 Arena Premium Administrator Manual Appendices 191 Steps to Add Child Controls: 1) Click on Child Modules to start adding Social Modules. Child Modules 2) Select desired Content Tab. Container Content Tabs 3) Select the control to add. Below are the available Social modules for both My Portal (Page) and My Small Groups, but those indicated below are intended to be used for My Small Groups. Small Group Controls 4) While specific control settings may vary, all control contain the same core settings, as shown below. Make the desired control core settings. Page Details Title This field will display on the My Small Groups page. Show Title This field will display the title on the My Small Groups page. Icon Path - This is the location of the graphic associated the My Small Groups module. Mandatory Select Yes to place the control on the My Small Groups page with no option available for the user to remove it. Movable Select Yes enables the user to move the location of control on the My Small Groups page. Content Frame Select the frame where the module will initial display. If you select moveable, the user can move the control, once he or she adds it to the page.

193 Arena Premium Administrator Manual Appendices 192 Steps to add My Group Wall Control: 1) Add the My Wall control to the desired Content Tab. There are no additional settings for this control. My Wall Control Steps to Add My Groups Control: 1) Add the My Groups control to the desired Content Tab. My Groups Control 2) Customize control settings, as desired. My Groups Control Settings To add additional Group Categories, repeat the above steps for the respect Group Category.

194 Arena Premium Administrator Manual Appendices 193 Steps to Add My Twitter Control: This module will show the Group's twitter feed. If there is no Group Twitter feed set up and the logged in person is the group leader, the leader can input the information through the module itself. If you enter just a username, the latest 20 tweets by that username will display. If you enter the full credentials, you will see the user s complete timeline (his or her messages + message from the people he or she is following). The urls, usernames and hashtags (#wwdc) are clickable and go back to Twitter. This module can also be used without a group via module/control setting. 1) Add the My Twitter control to the desired Content Tab. My Twitter Control 2) Customize control settings, as desired. If you add he control with no settings, the username can be added on the My Small Groups page. My Twitter Control Settings

195 Arena Premium Administrator Manual Appendices 194 Steps to Add Twitter Account from the My Groups Page: 1) Once you add the control to the page, click the drop-down. 2) Click Settings. Twitter 3) Enter the Twitter user name. Twitter Username 4) Click OK.

196 Arena Premium Administrator Manual Appendices 195 Steps to Add My Photos (Flickr) Control: This will show the Group s Flickr feed. It will show the latest 45 pictures (configurable) by default. Like the Twitter control, the group can input its info here if not entered on the administration side. There are 2 modes for this control. The default mode (below left is going to Flickr when a user clicks on an image (new window). The other mode is showing a larger image in an animation/viewer. This is done via the "Show Photo on Click" module setting. In order to use this module you will need an API key. Once you obtain the API key, update the Organization Settings with this information. Visit for more information. Flickr Organization Settings 1) Add the My Photos control to the desired Content Tab. My Photos Control 2) Customize control settings, as desired. Flickr username is the only required control setting. My Photos Control Settings 3) Click Update.

197 Arena Premium Administrator Manual Appendices 196 The Arena Automated Posts, as shown below, are additional options available on the Group Wall. This option, if used, will allow users the option to post on the Group Wall. Group Membership Serving Profile Event Registration Mission Trip Registration Prayer Requests To enable this option, set the Organization setting EnableGroupUpdates to true. Enable Group Updates Organization Setting With this setting set to true, a new member added to the group is added to the group wall automatically as a new member, and when a group member s status has been changed to Connected in a Serving tag, this displays on the group wall automatically. Serving Profile A system will post when group member s Serving Tag status is changed to Connected status. This is only for Serving Profiles and they must be Active and set to Display to Public. See the User manual for Serving Tag set up instructions. Serving Tag Post Event Registration If an event registrant selects this option, a system post is made to the group wall when a group member registers for an Event. Event Registration Option to Post

198 Arena Premium Administrator Manual Appendices 197 Mission Registration A system post is made to the group wall when a group member registers for a Mission Trip. Mission Registration Option to Post Prayer Request A system post is made to the group wall when a group member enters a Prayer Request. Prayers Request must be approved in order for them to display on the Prayer Ministry Toolbox. Prayer Request Option to Post

199 Arena Premium Administrator Manual Appendices 198 Steps to make the appropriate Permission changes in Security Roles: 1) Go to Administration Security Roles. 2) Select the Security Role. 3) Click Edit Permissions. 4) Select the external Portal (where the page has been added). External Pages 5) Go to new My Groups pages and make the appropriate changes. Page Security Options 6) Click Save. 7) Refresh cache.

200 Arena Premium Administrator Manual Appendices 199 MOBILE PORTAL Arena offers a mobile portal so that users can lookup church members from their mobile devices. To accomplish this you will need to set up pages and a portal like the one below. Once you create the mobile portal, you will need to set security for this portal Mobile Pages Mobile Portal Settings