From Desktop to Staff Site: Making the Change

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1 From Desktop to Staff Site: Making the Change Wednesday, April 4, :30 AM 12:00 PM Mark L. Jones, CAE ensync Corporation

2 Agenda Understanding the Staff Site Overview Profile Management configuration Transition from customizer to Staff site profile Organization Layouts Contact Layouts Activity management configuration (IQA / Panel) Adding Navigation Item and Content Security Button (on mini profile) Customizer/User defined business objects Creating Value Lists for IQAs Panel editor

3 Agenda Continued Q&A Dashboard & Metrics Verify your data Use of IQAs & Dynamic Group Tracking Changes from Desktop to Staff Site

4 Understanding the Staff Site Navigation Dashboards Out of the box functionality Reporting

5 Overview Tour

6 Individual Profile

7 Organization Profile

8 Tailor the pages for individuals and companies Outline the fields used in the Desktop both imis fields and User defined fields created via Customizer to your folder to your folder Update the Shortcuts for both pages (Sitebuilder Manage shortcuts FullAccount & OrganizationFullAccount Add or Remove any imis specific content items as needed to your pages

9 Steps to Clone Pages and Update Shortcuts RiSE > Page Builder > Manage Content Highlight the root content folder Select New >> Website Content Folder Enter a title and folder name Click Save Highlight the Core content folder

Next Steps From the Navigation menu select Organize > Copy Copy

10 Next Steps From the Navigation menu select Organize > Copy to your folder Highlight your new folder name From the Navigation menu select Organize > Paste

Continue updates The copied content will display with a red line (needs publishing) Do the same steps above for the Organization Layouts folder Copy @/icore/contacts/organizationlayouts to your

11 Continue updates The copied content will display with a red line (needs publishing) Do the same steps above for the Organization Layouts folder to your folder After both folders have been copied, select Publish from the Navigation menu and Ok By selecting Organize > Refresh - the red line will change to yellow while the publishing is processing, then return to white when the content is published

12 Final Steps From Site Builder > Manage shortcuts Sort by URL Highlight the All Sites Full Account shortcut add select Edit Select Update Update shortcuts (Full_Account, MyAccount, Profile, ActivityProfile, CommunicationPreferences, PrintProfile, OrganizationFullAccount, OrganizationAccount, Organization

13 Activity Desktop to Staff site Combination of IQA and Panels (depends on add/edit needs)

14 Create your own Activity layout Standard profile uses a dynamic content collection organizer Default tabs are New content can be added

15 Let s create a new content page RiSE > Page Builder > Manage Content Highlight folder From the Navigation Menu select New > Website Content Add Title Sort by adding a sequential number in front of the Publish File name Select SingleColumn layout Select Add content

16 Content Gallery In the Content Gallery select the Content folder and the Panel Editor ipart

17 Configure the Panel Editor ipart Input the title (i.e. Call History) Select the CallHistory panel Allow users to add Allow users to delete Allow users to edit Click Save & Publish Do the process again and add the Continuing Education Credit and again for the Award panel

18 Results of Dynamic CCO Folder contains content pages each content page = a tab in the Dynamic CCO

19 Create a New CCO Select Add content to another area on the content page and add the CCO ipart Click the + to add a tab Give it a name Link to the content page to display Add more Save & Publish

Adding Navigation Item and Content Under page builder, create a content page My Dashboard Go to RiSE > Site Builder > Manage sitemaps Select New > Website Navigation Item Enter My Dashboard in the

20 Adding Navigation Item and Content Under page builder, create a content page My Dashboard Go to RiSE > Site Builder > Manage sitemaps Select New > Website Navigation Item Enter My Dashboard in the navigational link text In the content URL link to the My Dashboard content page Change the Access settings to All Staff Full Control Click Save Move below the Community navigation Publish from the menu option Refresh page to see the new link

21 New navigation and content Different layouts provide ways to organization HTML, dynamic content, IQAs, charts/graphs, and other gallery items

22 Enabling Security in Profile A way to enhance the staff process by using a big button in the miniprofile Turn on Easy edit mode Edit the Account Page for Staff and configure the Print & Profile buttons

23 Big Button Panel for Staff Actions Add a Credentials button ~/AsiCommon/Controls/Contact/User/UserEdit.aspx Save and Publish

24 Customizer/User defined business objects Quick Checklist Plan your User Defined Tables Create lookup/validation tables (i.e COLORS) Create a BO for your lookup/validation tables (i.e. valcolors) Create a query for your lookup/validation tables (i.e. COLORS) Create customizer tables Create a BO for your customizer table (e.g. bniug_name_demo) Log all changes? Automatically include in queries? Display control Required Add query object on Values tab Insert your BO into the ObjectMetaData table Create your panels connecting to the BO, not the table directly

25 Creating Value Lists for IQAs For the General Lookup Validation tables, create your own BOD for each Create your own iqa to show the Value List from the Validation table For the User defined fields, create your own BOD for each Add the iqa for the Validation table for the field look ups Update the prompt Update the option to capture in the change log Update the option to default the field to display in iqa Create panels for staff

26 Create a New General Lookup Table Go to Settings > Utilities > General Lookup Tables Add a new table Colors Add Code and Description BLUE Blue GREEN Green RED Red YELLOW Yellow PURPLE Purple ORANGE Orange Save & Continue

27 Create Business Object Go to RiSE > Business Object Designer Select New > Design Business Definition Name the object valcolors Select Create Object Select the Database tab Add the Gen_Tables Select Code and Description columns Filter Expression TABLE_NAME= COLORS Under Properties tab select Display and put Colors in Prompt for Field Save & Publish

28 Create IQA for Colors This query will be used to populate the drop down for the field that will be displayed in a RiSE panel. Under RiSE > Intelligent Query Architect (IQA) > NiUG select the Value Lists folder Select New > Query Enter Colors for the Name Add the Source valcolors Display the Code and Colors fields Sort by Colors Test your IQA by clicking Run and Save it!!

29 Value Lists IQA

30 Create a Business Object for Panel Editor Create a new Business Object call bniug_name_demo from the name demo database table

31 Define the BO Properties Definition Tab: Log all changes (enables change through panel editor) Query Builder Check available Check automatically.. to show in Display tab

32 Display and Values Property Definition Display Tab: Change Prompt for Field as needed Value Tab: Used to populate drop down list Use the new Color value list

33 Add your Business Object to the ObjectMetaData table Connect to the SQL Server and database for your implementation. Locate the ObjectMetaData table. Right click on the ObjectMetaData table and select Edit Top 200 Rows. Enter data for your new object as per below: ObjectName: bniugname_demo RelatedToEntity: Party IsUserDefined: False IsMultiInstance: True/False (depends on your table) Version: Leave NULL DB Maintenance Utility does not currently work with adding Business Objects this way. Perform an IIS reset. You will not be able to see your Business Object as a source in Panel Editor until this is completed.

34 Create a New Panel using new BO Go to RiSE > Panel Designer Add panel definition Name the panel Staff-Name_Demo Add properties ID, Colors

35 Add Panel to our My Dashboard Page From the My Dashboard click Add content Select the Content type from the Content Gallery Select the Panel Editor ipart Click Ok to configure Name Select (Staff-Name_Demo) panel Allows users to edit Save and Publish

36 Creating a new panel from Staff Site Go to RiSE > Panel Designer Add panel definition Panel name (Staff-Org_Services) Panel description (Organization Services) Select Create Source (creates a new table ) Enter Org_Services as the source name and click Ok

Property Configuration Options Property Types Currency, Date, Date/Time, Decimal, Email, File Upload, Integer, Text, Time, URL,

37 Property Configuration Options Property Types Currency, Date, Date/Time, Decimal, , File Upload, Integer, Text, Time, URL, Yes/No Log all changes Pre-defined values Allow multi-selections Define by query Define by explicit list Single / Multi-line textbox

38 Create new properties ( fields ) Select Add property Enter Property name (Services) Select the property type (text) Add the length (200) Log changes Select Predefine value Select Multi-selections Let s define and explicit list You already know how to create and use a value list IQA See if you can add the new panel to the My Dashboard page

39 Results Adding a panel editor ipart to a content page allows you the flexibility to put dynamic content anywhere in the staff or member facing sites

40 Tailoring the Staff Site Processing payments via the Staff site Review Gateway Accounts (Settings Finance Gateway accounts) Review GL_Account (Settings Utilities GL_ACCOUNT table) Review Cash Accounts (Settings Finance Cash accounts) Review & setup Payment method sets (Settings Finance Payment method sets) Copy & configure your Payment confirmation (Marketing Communication templates Templates Samples Order Confirmation (do NOT alter the font on the {orderdetailsblock} Update Commerce settings to point to your new Payment confirmation (Settings Commerce General)

41 Let s talk and review What questions or situations do you have in transitions from the desktop to the Staff site?

Dashboards Update or modify the IQAs for the existing dashboards Create you own First Define organizational metrics and how you are going to measure them Do you have

42 Dashboards Update or modify the IQAs for the existing dashboards Create you own First Define organizational metrics and how you are going to measure them Do you have the right data? Is it consistent? Define the criteria for each metric Determine the visualization Charts, Graphs, List Second Define departmental or individual dashboards

Engagement Scoring To easily determine who is engaging with your organization, how they are engaging, and at what level, you can define score formulas.

43 Engagement Scoring To easily determine who is engaging with your organization, how they are engaging, and at what level, you can define score formulas. Score formulas are often calculated to statistically display trends among members of your organization. Displaying these trends can benefit your organization and provide increases to the following areas: Donation levels Membership growth, renewals, and upgrades Participation on social media Website traffic Volunteerism within your organization Event attendance Overall member and donor interaction with your organization

Dynamic Groups using IQA The Group tab allows users to create a group that automatically refreshes the query to determine the members of the group by the

44 Dynamic Groups using IQA The Group tab allows users to create a group that automatically refreshes the query to determine the members of the group by the query results. By assigning members to this dynamic group, users can create a group, for example, that includes only active members of a certain member type.

45 Where Did it Go? Tracking Changes from Desktop to Staff Site Let s take a look at many of the system changes in the GA release

46 Recent History

47 Activity Task - Desktop

48 My Activity Task Staff Site Under Community >> Dashboards

49 Manage Duplicates Community and Profile

50 Manage Security Desktop

51 Manage Security Staff Site

52 Add / Manage Roles Desktop

53 Add / Manage Roles Staff Site

54 Manage Expired Members - Desktop

55 Manage Expired Members Staff Site

56 Billing Setup - Desktop

57 Billing Setup Staff Site

58 Dues Billing Cycles - Desktop

59 Dues Billing Cycles Staff Site

60 Dues Billing Products - Desktop

61 Billing Products Staff Site Special pricing & proration still in desktop

62 Event Setup Module - Desktop

63 Event Settings Staff Site

64 Add or Clone an Event

65 IQA (queries and reports) - Desktop

66 IQA (queries and reports) Staff Site

67 Tools (IQA, BOD, Site Builder, Workflow, Utilities)

68 RiSE Staff Site

69 System Setup - Desktop

70 Customer Setup Tables to Settings

71 General to System Options Settings

72 Customer to Contact Settings

73 Customer to Contacts Settings

74 Orders to Commerce Settings

75 AR/Cash to Finance Settings

76 Thank You to Our Partners STRATEGIC PARTNERS CORPORATE PARTNERS Americaneagle.com Ascension Technology Solutions, LLC Association Technologies, Inc. CadmiumCD Computer System Innovations Intuitive Business Concepts ISG Solutions MemberPrime RSM US LLP Visual Antidote EVENT PARTNERS EventLink ifinity Lane Services, LLC Source of Knowledge

Using imis Security for Access Control

Using imis Security for Access Control Friday, April 6, 2018 11:15 AM 12:15 PM Bruce Wilson, Senior Director, Technology and Management Consulting RSM US LLP About me Senior Director, Technology and Management