Lanyon Conference July Connect. User Guide

Transcription

1 Lanyon Conference July 2014 Connect User Guide

2 Lanyon Solutions, Inc. All rights reserved. If this guide is distributed with software that includes an end user agreement, this guide, as well as the software described in it, is furnished under license and may be used or copied only in accordance with the terms of such license. Except as permitted by any such license, no part of this guide may be reproduced, stored in a retrieval system, or transmitted, in any form or by any means, electronic, mechanical, recording, or otherwise, without the prior written permission of Lanyon Solutions, Inc. Please note that the content in this guide is protected under copyright law even if it is not distributed with software that includes an end user license agreement. The content of this guide is furnished for informational use only, is subject to change without notice, and should not be construed as a commitment by Lanyon Solutions, Inc. Lanyon Solutions, Inc. assumes no responsibility or liability for any errors or inaccuracies that may appear in the informational content contained in this guide. The user interface may be customized for each client; therefore, screens shown in this guide are only samples and may not reflect the look or layout of screens in the end user software. Any references to person or company names in sample text or on sample screens included in this guide are for demonstration purposes only and are not intended to refer to any actual person or organization. This document is compatible with Lanyon Conference released in July Information in this document may also be compatible with later versions. Lanyon Trademarks Lanyon Smart Events Cloud, Lanyon Conference, Exhibitor Resource Center, Session Access Control, and Speaker Resource Center are either registered trademarks or trademarks of Lanyon Solutions, Inc., in the United States and/or other countries. Third-Party Trademarks Android is a trademark of Google Inc. BlackBerry and Blackberry PlayBook are registered trademarks or trademarks of Research in Motion Limited. ipad and iphone are registered trademarks of Apple Inc. Adobe, Acrobat, and Acrobat Reader are either registered trademarks or trademarks of Adobe Systems Incorporated in the United States and/or other countries. American Express is a registered trademark of American Express Company. Diners Club is a registered trademark of Diners Club, Inc. Discover is a registered trademark of Discover Financial Services, Inc. MasterCard is a registered trademark of MasterCard International Incorporated. Visa is a registered trademark of VISA International. VeriSign is a registered trademark of VeriSign, Inc. Firefox is a trademark of the Mozilla Foundation. Google Translate is a trademark of Google Inc. Microsoft, Excel, Windows Internet Explorer 7, Microsoft Internet Explorer 6, Outlook, PowerPoint, and Windows are registered trademarks of Microsoft Corporation in the United States and/or other countries. All other company and product names mentioned herein may be trademarks of their respective owners. Lanyon Solutions, Inc. Irving, Texas 104 Decker Court Suite 200 Irving, TX USA Phone: +1 (817) Draper, Utah 15 West Scenic Pointe Suite 200 Draper, UT USA Phone: +1 (866) London, England Westbourne House 4-16 Westbourne Grove London, W2 5RH United Kingdom Phone: +44 (0)

3 Connect Guide TABLE OF CONTENTS Welcome vii Chapter 1: Setup Introduction Overview of Connect Connect Process Overview Planning Your Connect Setup Viewing Changes in Connect General Connect Setup Tasks Configuring Conference to Display Data in Connect Setting Connect Preferences Letting People Edit Their Connect User Accounts Adding Your Event Agenda to Connect Adding Dates to the Connect Agenda Adding Items to a Connect Agenda Day Displaying Session Blocks on an Agenda Displaying Your Event Agenda in Connect Configuring Messaging Setting Up Meetings to Display in Connect Setting Up Searching in Connect Understanding How Searching Works in Connect Configuring Connect Catalog Search Tabs Adding Keywords to Searches Adding Filters to Searches Reindexing Searches Setting Up Specific Connect Pages Working with Connect Landing Pages Understanding Landing Pages Configuring the Unauthenticated Landing Page Configuring the Authenticated Landing Page Setting Up Connect User Pages Setting Up Registration to Work with Connect Setting Up the People Catalog Search Tab Configuring People Details Pages Configuring Interests Pages

4 iv Table of Contents Setting Up Session Pages Setting Up Content to Work with Sessions Setting Up the Sessions Catalog Search Tab Setting Up Session Details Pages Allowing Videos to Display on Session Pages Setting Up Waiting Lists Configuring Colors for the Scheduler Setting Up Speaker Pages Setting Up Content to Work with Event Speakers Setting Up the Speakers Catalog Search Tab Setting Up Speaker Details Pages Setting Up Exhibitor Pages Setting Up Exhibitor to Work with Connect Setting Up the Exhibitors Catalog Search Tab Working with Exhibitor Details Pages Setting Up the Files Catalog Search Tab Using a Microblog Setting Up a Microblog Reviewing Microblog Posts Blocking Specific Words and Phrases Using Maps in Connect Overview of Maps Uploading a Map Making a Map Interactive About Interactive Exhibitor Maps About Interactive Venue Maps Adding Interactive Areas to a Map Changing the Color for an Interactive Area Modifying a Map Publishing a Map Advanced Setup Topics About Custom Fields in Connect Configuring Access Setting Up Connect Access Through Social Media Setting Up Interaction Rules for Connect Configuring Recommendations for Connect About Connect Recommendations Configuring Recommendations Using Custom Fields Setting Up External Video Storage Areas Setting Up Amazon Cloud Connectivity Setting Up Sonic Foundry Connectivity July Lanyon Solutions, Inc.

5 Lanyon Conference Connect Guide v Setting Up Connect User Account Creation Pages Adding Terms and Conditions to Connect Configuring Text Displayed in Connect Chapter 2: Management Adding and Publishing Media on Session and Exhibitor Connect Pages Managing Presentation and Media Files for Sessions Managing Presentation Files for Sessions Adding or Reviewing Videos for a Session Managing Product and Media Files for Exhibitors Managing Files on an Exhibitor s Details Page Adding or Reviewing Videos for an Exhibitor Regenerating Recommendations Using Connect Reports Glossary Index Lanyon Solutions, Inc. July 2014

6 vi Table of Contents July Lanyon Solutions, Inc.

7 Welcome Welcome to the Connect Guide for Lanyon Conference, part of the Lanyon Smart Events Cloud event management technology suite from Lanyon Solutions, Inc. Conference Connect is a separate application that can work with the Conference system to help people learn about and prepare for your event. For example, Connect can let people browse your event agenda and view information that you publish to Connect about your event s sessions and exhibitors. If someone creates a Connect account, he or she can do such things as create a personal schedule of event sessions, request meetings during your event with experts, and add items such as exhibitors and sessions to interests lists. The system can use those interests along with user behaviors to help make session and exhibitor recommendations to people. You can let people who accept your Connect terms and conditions communicate in Connect with other event related people (such as session speakers, exhibitor participants, and event attendees) before, during, and after your event. You can choose to allow or deny user interaction with Connect based on such things as registration package, registration code, user flag, profile value (such as event attendee type), and country. The Conference system provides several Connect reports in the Admin Tool that let you view usage statistics and other Connect details. These reports can help you determine which sessions, speakers, and exhibitors your Connect users find most interesting. The reports can also help you manage Connect content. For example, you can review the photos that people have uploaded, or view comments posted to Connect and unpublish inappropriate comments. This user guide explains how the Connect application helps your event management staff learn about and prepare for your event. It gives examples of how Connect might be used, and explains how to set up Connect. It also describes the reports that you can use to display and review Connect data. This guide includes these major sections: Chapter 1: Setup. This chapter explains how to set up Connect. As a Conference administrator, you decide what displays in the Connect catalog; choose the details that display for sessions, people, exhibitors, and speakers; and set up messaging and meetings to work in Connect. You can also set up session wait lists, create rules to limit who can access Connect, and set up your event s agenda to display in Connect. Chapter 2: Management. This chapter explains management tasks for Connect, including how to manage presentation and media files that you can publish to Connect for sessions and exhibitors. It discusses recommendations and explains how to generate them. It also explains how to use reports to monitor and manage Connect activity. Glossary. The Glossary defines key terms used in this guide and in the Conference system. Index. The Index helps you find specific tasks or topics in this guide.

8 viii Welcome July Lanyon Solutions, Inc.

9 Connect Guide CHAPTER 1 Setup This chapter explains how to set up Connect. As a Conference administrator, you decide what displays in the Connect catalog; choose the details that display for sessions, people, exhibitors, and speakers; and set up messaging and meetings to work in Connect. You can also set up session wait lists, create rules to limit who can access Connect, and set up your event s agenda to display in Connect. Chapter Contents 3 Introduction Overview of Connect Connect Process Overview Planning Your Connect Setup Viewing Changes in Connect 15 General Connect Setup Tasks Configuring Conference to Display Data in Connect Setting Connect Preferences Letting People Edit Their Connect User Accounts Adding Your Event Agenda to Connect Configuring Messaging Setting Up Meetings to Display in Connect 43 Setting Up Searching in Connect Understanding How Searching Works in Connect Configuring Connect Catalog Search Tabs Adding Keywords to Searches Adding Filters to Searches Reindexing Searches 61 Setting Up Specific Connect Pages Working with Connect Landing Pages Setting Up Connect User Pages

10 2 Chapter 1 Setup Chapter Contents (continued) Setting Up Session Pages Setting Up Speaker Pages Setting Up Exhibitor Pages Setting Up the Files Catalog Search Tab 136 Using a Microblog Setting Up a Microblog Reviewing Microblog Posts Blocking Specific Words and Phrases 141 Using Maps in Connect Overview of Maps Uploading a Map Making a Map Interactive Changing the Color for an Interactive Area Modifying a Map Publishing a Map 160 Advanced Setup Topics About Custom Fields in Connect Configuring Access Configuring Recommendations for Connect Setting Up External Video Storage Areas Setting Up Connect User Account Creation Pages Adding Terms and Conditions to Connect Configuring Text Displayed in Connect July Lanyon Solutions, Inc.

11 Lanyon Conference 3 Connect Guide Introduction Conference Connect can help people learn about your event by letting them view information about your event s sessions, speakers, and exhibitors. Connect can also let people prepare for your event by completing tasks such as scheduling sessions, requesting contact from exhibitors, and downloading files. This section gives examples of what a Connect user sees. It also lists things to consider as you prepare to set up Connect, and describes the general setup process. This section explains the following topics: Overview of Connect Connect Process Overview Planning Your Connect Setup Viewing Changes in Connect Overview of Connect In Connect, people can search for and interact with Connect pages that can display information about people, sessions, speakers, exhibitors, and files related to your event. You choose which elements of Connect to use, and how they display. To help you plan basic Connect settings, the following figures show some sample Connect pages, and indicate the areas that you can set up. Figure 1-1: Sample Connect Unauthenticated User Landing Page Options available to unauthenticated users display in a left navigation bar. Unauthenticated users can search for items in your catalog. Setup Choice You can display your event s agenda in Connect. (For details, see Adding Your Event Agenda to Connect on page 28.) Setup Choice You determine the content and layout of the unauthenticated landing page, including (if desired) formatted text or RSS feeds. (For details, see Configuring the Unauthenticated Landing Page on page 67.) Lanyon Solutions, Inc. July 2014

12 4 Chapter 1 Setup Figure 1-2: Sample Connect Authenticated User Landing page Setup Choice You determine the content and layout of the authenticated landing page. (For details, see Configuring the Authenticated Landing Page on page 70.) An authenticated user can view system-generated recommendations and create an interests list. Authenticated users who also accept your Connect terms and conditions can view other users information, including their interests lists, in Connect. An authenticated user can manage his or her Connect account and perform other tasks from the top menu bar. A yellow marker notifies a person when an item (such as an account setting or a message) needs attention. People can enter keywords to search your session catalog from the Connect heading area. People navigate in Connect by using links on the left menu bar. Choosing Browse & Search in the left navigation bar displays the Connect catalog (shown in Figure 1-3). From the authenticated user landing page, a person can view information or use links or buttons to access other event features. Setup Choice You use widgets to let people view information and access other Conference applications such as Registration or Surveys. (For details, see Working with Connect Landing Pages on page 62.) July Lanyon Solutions, Inc.

13 Lanyon Conference 5 Connect Guide Figure 1-3: Sample Connect Catalog Search You can let people choose filters to limit catalog search results. From the catalog, people can enter keywords to search for records. People can then click tabs to view search results for different types of Setup Choice You use custom fields to set up filters for searches. (For details, see Adding Keywords to Searches on page 51.) Setup Choice You choose which search types display as search tabs. (For details, see Configuring Connect Catalog Search Tabs on page 47.) The search results list displays some item details. Clicking a name or title opens a detailed results page (as shown in Figure 1-4). Setup Choice You choose which item details and interactive tools display. (For details, see Setting Up Specific Connect Pages on page 61.) Lanyon Solutions, Inc. July 2014

14 6 Chapter 1 Setup Figure 1-4: Connect Page Widgets sample Session details page When someone clicks on an item on a tab, Connect opens the page for that item. The information that displays on the page depends on the type of page being accessed, what information the administrator has chosen to display on the page, and whether the person is logged in to Connect. Below is a sample page for a session. record. Setup Choice You use widgets to specify what information displays on Connect pages. If desired, you can lock a widget to require people to log in to Connect to view information for that widget. (For details on page setup, see Setting Up Specific Connect Pages on page 61.) The Social Media widget lets people log in to their social media or accounts and share a link to this page. The Title widget displays the session ID and title. The star lets a person add the session to his or her interests. The Speakers widget displays information about speakers or presenters. The Description widget displays the session abstract. The Scheduling widget lets people add or remove this session from their schedules. The Additional Information widget can display session details such as session type, session length, and custom field values. The Discussion widget displays the Comments section. People can add comments or view comments posted by other Connect users. The Session Rating widget lets people view the average user rating of a session, and click on stars to submit their own ratings. The Presentations widget lets people download presentation files that have been submitted for the session. July Lanyon Solutions, Inc.

15 Lanyon Conference 7 Connect Guide Figure 1-5: Sample Agenda in Connect In Connect, clicking on the Agenda link displays the agenda for your event. Setup Choice You add your event agenda to Connect in the Admin tool and then publish the agenda to Connect. (For details, see Adding Your Event Agenda to Connect on page 28.) If desired, users can print the agenda Lanyon Solutions, Inc. July 2014

16 8 Chapter 1 Setup Figure 1-6: Sample My Schedule in Connect In Connect, clicking Schedule on the left navigation bar displays someone s personal event schedule. Setup Choice You build the schedule for your event using features in the Content module. (For details, see the Content Setup chapter of the Content Guide.) Setup Choice You can change the default colors of schedule items. (For details, see Configuring Colors for the Scheduler on page 104.) Setup Choice You decide how personal schedules function in Connect. (For details, see Setting Connect Preferences on page 18.) Attendees can use several tools with their schedules, including adding or removing sessions and personal time. July Lanyon Solutions, Inc.

17 Connect Process Overview Lanyon Conference 9 Connect Guide Administrators manage the user experience offered by Connect by completing setup and management tasks within the Conference Admin Tool. These steps summarize how the Conference system lets you set up and manage Connect for your event. 1. For each part of Connect that you want to use (people, sessions, speakers, exhibitors, and files), you do the following to determine what information displays and to configure searches: Set up corresponding Conference modules. Because Connect can pull data from parts of the Conference system, you need to set up specific aspects of the Conference modules (such as registration, sessions, exhibitors, and meetings) whose data you want to use in Connect. (For example, if you plan to display a session catalog in Connect, you must set up sessions in the Admin Tool.) (For more information, see Configuring Conference to Display Data in Connect on page 15.) Choose Connect preferences. Preferences (in Connect > Preferences) affect what information displays as well as what people can do in Connect. You can choose preferences that affect all of Connect, as well as specific preferences for session, exhibitor, and person record pages. (For more information, see Setting Connect Preferences on page 18.) Define the catalog. The catalog settings (in Connect > Catalog) determine which search tabs display and the types of details people can view and search for in Connect. Catalog settings relate to people (Connect users), sessions, speakers, exhibitors, and files. (For more information, see Configuring Connect Catalog Search Tabs on page 47.) Create layouts for item details pages. These pages (in Connect > Pages) determine what and where items display on the details pages of each type of information that you plan to make available. You can set up session, people, exhibitor, and speaker details pages one for each search tab that you set up in the catalog. (For more information, see Setting Up Specific Connect Pages on page 61.) 2. Create layouts for landing pages. Landing pages (in Connect > Pages) are the first pages people see when accessing your Connect site and after logging in to your site. You determine the layout for two types of landing pages in Connect: The public or unauthenticated landing page is for anyone who may be interested in your event. From this landing page, people can view event information (such as your agenda or session catalog) without a Connect user account Lanyon Solutions, Inc. July 2014

18 10 Chapter 1 Setup The private or authenticated landing page displays when people who have accounts first log in to Connect. From this landing page, people can view event information, but may also interact with Connect (depending on your setup) by doing such things as adding sessions to their personal schedules, adding items to their interests lists, leaving comments on details pages, letting exhibitors contact them about their products and services, and sending messages to other Connect users. (For more information, see Working with Connect Landing Pages on page 62.) 3. If you will add your event agenda to Connect for people to view and download, set up the Manage Agenda page and choose to show the agenda (in Setup > Connect > Manage Agenda). (For details, see Adding Your Event Agenda to Connect on page 28.) 4. Other setup tasks may include the following: Letting people edit their accounts from within Connect. (For more information, see Letting People Edit Their Connect User Accounts on page 25.) Setting up messaging for Connect users. (For more information, see Configuring Messaging on page 36.) Setting up waiting lists for session scheduling. (For more information, see Setting Up Waiting Lists on page 102.) Letting session participants display videos on their details pages. (For more information, see Allowing Videos to Display on Session Pages on page 101.) Letting exhibitor participants display videos on their details pages. (For more information, see Allowing Videos to Display on Exhibitor Pages on page 132.) Configuring Connect to let people request meetings with experts or other attendees (if the Meetings module is purchased). (For more information, see Setting Up Meetings to Display in Connect on page 40.) Creating social media applications and configuring Connect to let people log in with their social media accounts. (For more information, see Setting Up Connect Access Through Social Media on page 166.) Defining rules to limit who can interact with Connect. (For more information, see Setting Up Interaction Rules for Connect on page 172.) Adding keywords to searches. (For more information, see Adding Keywords to Searches on page 51.) 5. If necessary, you can help session and exhibitor participants manage their media. (For more information, see Adding and Publishing Media on Session and Exhibitor Connect Pages on page 198.) 6. As desired, you can use Connect reports to gather data and manage Connect use. (For more information, see Using Connect Reports on page 215.) July Lanyon Solutions, Inc.

19 Lanyon Conference 11 Connect Guide Planning Your Connect Setup Before you begin using Connect, you should take time to do some planning. As you plan your Connect setup, consider the following: User Accounts Should people be able to edit their own Connect accounts? Typically, when someone registers for your event, the same information is used to create a Connect account. You can let people edit their account information from within Connect. (Advanced) Do you want to let people log in to Connect using their social media accounts? Connect account creation and login can be linked to Facebook, LinkedIn, and Google+ user accounts. You must have your own social media account and set up an application for each social media system you activate. (Advanced) Should people be allowed to create Connect user accounts? You may want to allow this if you want to let people create a simple account before registering for your event or before submitting session ideas, or if you are using Connect only as a gathering place and have no paid registration component. If you let people create their own Connect accounts, what information do you want to gather from people when they create their accounts? By default the system gathers basic contact information, but you can specify additional information you want to gather. Searching What types of searches do you want to let people perform? You can let people search for other Connect users (if the users are authenticated and accept your Connect terms and conditions) as well as for sessions, speakers, exhibitors, and files. Each type of search will display as a separate search tab in Connect. Do you want to let people filter their search results to find records that contain specific types of information? If so, specify the search filters (custom fields) that you want to use. Which tab should initially display when someone clicks the Browse & Search link to access the search feature? You can have the All, People, Sessions, Speakers, or Exhibitors tab initially display. Do you want to let people sort the information that displays on catalog search tabs? If you allow sorting, search results initially display by relevance, but people can sort by such things as name or company. If you display the People tab to let people search for and view other Connect users, do you want to display people s job titles? Do you want to display the names of the companies where people work? Lanyon Solutions, Inc. July 2014

20 12 Chapter 1 Setup Access to Features Do you want to let people who have not logged in to Connect see features that they cannot access unless they log in? If you do this, when someone who is not logged in clicks on a login required feature (such as viewing other Connect users), the system will display a message with a link to the login page that tells the person that login is required to access the feature. Do you want to let people create interests lists? Interests lists let people keep track of favorite or interesting people, sessions, speakers, exhibitors, and files. Logged in Connect users who have accepted your Connect terms and conditions can see other users interests lists. Do you want to let people send messages in Connect to other Connect users, speakers, and exhibitor participants? You will need to provide terms and conditions for Connect use. (Advanced) Do you want to limit who can interact with Connect? You can limit user interaction by registration package, registration code group, country, or by applying user flags or profile values (such as attendee type). Do you want to let people request meetings with other people involved with your event? NOTE To allow access to meetings in Connect, you must purchase the Meetings module of Conference. General Features Do you want to display your event agenda in Connect? Do you want the system to generate exhibitor and session recommendations for people? The system makes recommendations based on people s interests as well as on other factors, including the behavior of similar Connect users, scheduled sessions, and exhibitors that people allow to contact them. Sessions If you let people search for and view sessions in Connect, what session details do you want to display? You can choose from the following: Rooms where the session will be held Days and times offered Session abbreviations Session descriptions Session lengths Session types July Lanyon Solutions, Inc.

21 Lanyon Conference 13 Connect Guide Speakers Attendees ratings of sessions Session related files If you choose to show session related files, do you want to require people to log in to Connect before they can view the files? Should all attendees be able to see all published sessions, even those sessions that they are not qualified to attend? Do you want to let attendees add sessions to their personal schedules from Connect? How many minutes before a session begins should people have to stop adding or dropping sessions from their schedules? Do you want to use session waiting lists? If you use waiting lists, also consider the following: What waiting list policy do you want people to see? How large should the waiting list be? Do you want to display the size of each session s waiting list in Connect? Do you want to send an message to people on a waiting list when a seat in that session has become available and the session has been added to their schedule? Do you want to let people have multiple sessions at the same time on their schedules (double booking)? Do you want to let people see your Session Access Control policy? If you chose to enable recommendations, how many session recommendations do you want to display to each attendee? If speakers can upload videos, will they store those videos on Amazon or Sonic Foundry, or on some other location? Do you want to run Connect as a community application and allow year round session scheduling? (Your licence agreement with Lanyon may determine whether year round scheduling is supported.) Exhibitors If you let people search for and view exhibitors in Connect, what exhibitor details do you want to display? You can choose from the following: Exhibitor descriptions Exhibitor types Logos Exhibitors web page URLs Exhibitor booth numbers for your exhibit hall Should specified exhibitor participants be able to edit their company s exhibitor records in Connect? Lanyon Solutions, Inc. July 2014

22 14 Chapter 1 Setup Should people be able to ask exhibitors in Connect to contact them with more information? If this option is activated, a Contact Me link displays next to exhibitor names on the Catalog tab and on the exhibitor details pages. If you chose to enable recommendations, how many exhibitor recommendations do you want to display to each attendee? If exhibitors can upload videos, will they store those videos on Amazon or Sonic Foundry, or on some other location? Viewing Changes in Connect As you start to complete the tasks in this guide to set up Connect, your set up choices may not display immediately in Connect. Instead, the changes are saved, or cached, on the server. Caching helps to minimize both network traffic and the work that your server s processor must complete for each transaction. The system automatically refreshes the cache every 15 minutes to populate changes to all applications. If you want to, you can manually refresh the cache at any time. If you find that you need to refresh the cache often, you can add the Application Cache Control page to your list of Admin Tool bookmarks (as explained in Managing Admin Tool Bookmarks in the User Interface Overview chapter of the Administrator Guide). If Connect is open, you will also need to refresh the Connect page in your web browser or log out and log in again before changes display in Connect. NOTE Some information will not display in Connect until after it has been indexed. For more information, see Reindexing Searches on page 59. To view changes in Connect 1. On the left navigation bar, point to Setup, find the More heading, and click Cache Control. The Application Cache Control page displays. 2. Click Refresh Event Cache. The Application Cache Control page reports that the Event Cache has been refreshed. 3. If Connect is open, do one of the following on the Connect browser page: Click the F5 button to refresh the page. If you are logged in, log out and log in again. July Lanyon Solutions, Inc.

23 Lanyon Conference 15 Connect Guide General Connect Setup Tasks Connect uses information from records stored in the Admin Tool. This means that, for each Conference module you have purchased, you need to do some setup so that the gathered information can display properly in Connect. In addition, you must do some Connect specific setup. If desired, you can set all Connect preferences at one time. If you want to display your agenda in Connect, you must add that information to Connect. If you let people send private messages within Connect, you must configure how messaging works. If you have purchased the Meetings module, you must set up Connect to work with Meetings. This section explains the following topics: Configuring Conference to Display Data in Connect Setting Connect Preferences Letting People Edit Their Connect User Accounts Adding Your Event Agenda to Connect Configuring Messaging Setting Up Meetings to Display in Connect Configuring Conference to Display Data in Connect Connect can let people access information for people, sessions, speakers, and exhibitors related to your event. Before this information can display in Connect, you need to gather the information into records in the Conference Admin Tool. You must also complete various setup and management tasks for each feature of Connect that you plan to use (as described in this chapter) and each Conference module you have purchased. NOTE You can create records for use with Connect by creating the records manually in the Admin Tool manually or by importing information from a file. If desired, you can purchase additional Conference modules (such as Registration, Call for Papers, Speaker Resource Center, and Exhibitor Resource Center) to help you create records and gather information for those records. This section gives minimal setup recommendations for each Conference module that displays data in Connect. Work with your Project Manager to set up each module per your business agreement as explained in other Conference guides Lanyon Solutions, Inc. July 2014

24 16 Chapter 1 Setup Registration If you use Connect in conjunction with an event that requires registration, when someone registers for your event, they also register for Connect. Conference s Registration features can help you gather some of the information about event attendees, session participants, and exhibitor participants that displays in Connect. If you have purchased the Registration module, complete the following tasks to make the necessary information available in Connect: Set up attendee types. (For details, see the Attendee Types chapter of the Registration Guide.) Define the custom fields you want to use to track information about attendees and other event participants, and assign those fields to custom field locations. (For details, see the Custom Fields chapter of the Administrator Guide.) Create registration codes and code groups. (For details, see the Registration Codes chapter of the Registration Guide.) Set up Registration for your event, including packages and paths. (For details, see the Registration Setup section of the Registration Guide.) Content Conference s Content features can provide the speaker, session, and scheduling information that displays in Connect. If you have purchased the Content module or plan to display sessions, speakers, and session scheduling in Connect, complete the following tasks to make the necessary information available in Connect: Add session types and lengths to the system. (For details, see Setting Up Session Fields in the Content Setup chapter of the Content Guide.) Set up session participant roles. (For details, see Setting Up Session Participant Roles in the Content Setup chapter of the Content Guide.) Define the custom fields you want to use to track information about sessions and speakers, and assign those fields to custom field locations. (For details, see Setting Up Session Fields in the Content Setup chapter of the Content Guide. See also the Custom Fields chapter of the Administrator Guide.) Create session records. A Content Manager can create session records manually in the Admin Tool or through an import. If you have purchased the Call for Papers (CFP) module, potential speakers and other people can add session records through the CFP site. If you have purchased the Speaker Resource Center (SRC) module, session participants can edit session records through the SRC. (For details, see the Session Records chapter of the Content Guide.) Assign participants to sessions. (For details, see the Session Participants chapter of the Content Guide.) Set up your schedule, including session block intervals, days, and rooms. (For details, see Setting Up Scheduling Preferences in the Content Setup chapter of the Content Guide.) July Lanyon Solutions, Inc.

25 Lanyon Conference 17 Connect Guide Approve and publish the sessions that you want to display in the Connect catalog. (For details, see Changing a Session s Status and Locking and Publishing a Session in the Session Records chapter of the Content Guide.) Add sessions to your event schedule, including session locations and times. (For details, see the Scheduling Sessions chapter of the Content Guide.) If you have purchased the Meetings module, set up meetings. (For details, see the Meetings Setup and Management chapter of the Content Guide.) Exhibitor Conference s Exhibitor features can provide some of the information about exhibitors and exhibitor participants that displays in Connect. If you have purchased the Exhibitor module or plan to display exhibitor information in Connect, complete the following tasks to make the necessary information available in Connect: Set up Exhibitor types, statuses, and exhibitor participant roles. (For details, see Setting Up Exhibitors in the Exhibitor Setup chapter of the Exhibitor Guide.) Define the custom fields you want to use to track information about exhibitors, and assign those fields to custom field locations. (For details, see Adding Custom Fields for General Exhibitor Information in the Exhibitor Setup chapter of the Exhibitor Guide. See also the Custom Fields chapter of the Administrator Guide.) If you plan to sell exhibitor and sponsorship packages, create exhibitor packages for exhibitors to use to sign up for your event. (For details, see Exhibitor Package Setup in the Exhibitor Setup chapter of the Exhibitor Guide.) To display exhibitor booth information in Connect, set up the Booth Map. (For details, see Booth Map Setup in the Exhibitor Setup chapter of the Exhibitor Guide.) Create exhibitor records. An Exhibitor Manager can create exhibitor records manually in the Admin Tool or through an import. If you have purchased the Call for Demos (CFD) module, potential internal exhibitors can add exhibitor records through the CFD site. If you have purchased the Exhibitor Resource Center (ERC) module, exhibitor participants can add and edit exhibitor records through the ERC. (For details, see Creating an Exhibitor Record in the Exhibitor Management chapter of the Exhibitor Guide.) NOTE On each exhibitor record, make sure to mark Publish Exhibitors in Connect if you want the exhibitor to display in Connect. If you want to keep the exhibitor s details from displaying in Connect, also mark the Disable Details in Connect box. Assign exhibitor participants to exhibitor records. (For details, see Assigning Participants to an Exhibitor in the Exhibitor Participants chapter of the Exhibitor Guide.) Lanyon Solutions, Inc. July 2014

26 18 Chapter 1 Setup To let exhibitor participants edit their exhibitor record in Connect, do the following: Make sure the Owner Assignable preference is turned on for the Network Contact role: To turn on the Owner Assignable preference for the Network Contact role 1. On the left navigation bar, point to Exhibitors, go to the Exhibitor Setup area, find the Participants heading, and click Roles. 2. Choose the Network Contact role. 3. Make sure the Owner Assignable box is marked. (For more details on exhibitor participant roles, see Exhibitor Roles in the Exhibitor Setup chapter in the Exhibitor Guide.) Display the Network Contact role on the appropriate exhibitor management tab(s) in the Admin Tool: To display the Network Contact role in the Admin Tool 1. On the left navigation bar, point to Exhibitors, go to the Exhibitor Setup area, find the General heading, and click Preferences. 2. Scroll down to the Exhibitor Tabs section. 3. Make sure the box is marked for the Network Contact role for the appropriate tab(s). (For more information, see Setting Up Exhibitor Preferences in the Exhibitor Setup chapter in the Exhibitor Guide.) Setting Connect Preferences The Connect Preferences page includes settings that affect what information displays in Connect as well as settings that activate some features of Connect. You can set all of the Connect preferences at once (as described in this task), or you can set general preferences now and then set preferences for each page type (such as a session or exhibitor page in Connect) as you set it up that type of page. You may want to do this if are the manager of only one segment of Connect (such as exhibitors). If you prefer to set up each Connect page separately, or want further details, see Setting Up Specific Connect Pages on page 61. To set Connect preferences 1. On the left navigation bar, point to Connect and click Preferences. July Lanyon Solutions, Inc.

27 Lanyon Conference 19 Connect Guide The Connect Preferences page displays Lanyon Solutions, Inc. July 2014

28 20 Chapter 1 Setup 2. To set preferences that affect multiple Connect pages, complete any or all of the following fields: Onsite Event Time Zone. Use the drop down list to choose the time zone where your event will be held. This preference lets the system determine when a session s scheduled time has passed. NOTE Some time zone choices account for daylight savings. (For example, PST is Pacific Standard Time; PST8PDT is Pacific Daylight Time.) Be sure to choose the correct time zone for the time of your event. (For example, if you are setting up Connect in December for a June event and the event s location will be on daylight savings time in June, choose the time zone for the location that accounts for daylight savings time.) Turn On Messaging. To let people send private messages to other Connect users, mark this box. When this box is marked, links display in Connect that open the Message dialog box. (For more information, see Configuring Messaging on page 36.) Show Sort Options. To display a drop down list from which people can choose a sort type, mark this box. If this box is marked, people can do the following: Sort people and speakers by relevance, first name, last name, or company Sort sessions by relevance, title, or ID Sort exhibitors by type or company Hide My Interests. To let attendees create lists of favorite or interesting sessions, speakers, exhibitors, and files, leave this box unmarked. (For more information, see Configuring Interests Pages on page 86.) Hide Recommendations. To let the system identify items that attendees might find interesting, leave this box unmarked. When this box is unmarked, the system displays a note beside items in the catalog that the person might find interesting. Also, a Recommendations link displays in the site navigation menu. When someone clicks the link, any recommended session or exhibitor information displays in tabs similar to the catalog tabs. NOTE This setting does not affect the session or exhibitor recommendations widgets on the Authenticated Landing page. The widgets display recommendations regardless of whether this box is marked. July Lanyon Solutions, Inc.

29 Lanyon Conference 21 Connect Guide The system generates recommendations based on various factors, including user activity in Connect, custom field values, and interests lists. (For more information, see Configuring Recommendations for Connect on page 178.) Show Private Features to Public Users. To let people who are not logged in view but not access features that they must log in to use, mark this box. If this box is unmarked, features that let people interact with other attendees, speakers, sessions, and exhibitors do not display to anyone except the authenticated users who can actually use the features. If this box is marked, if someone who is not logged in clicks on a feature that is not available, the system displays a message with a link to the login page that tells the person that login is required to access the feature. NOTES You can also restrict access to features that are added to pages as widgets by clicking the lock icon on the widget until it displays as closed ( ). People who have not accepted your Connect terms and conditions cannot view other Connect users information. Enable Persistent Scheduling. To allow year round session scheduling when Connect is running as a community application, mark this box. If this box is marked, the schedule is not tied to a single event. People can do the following: Choose the month that the My Schedule page in Connect. Click a Schedule Sessions link to display sessions available on a specific day. If you also turn on scheduling (as described in the next step), attendees can also add sessions to their personal schedule for that day. Click to change the display to a week or to return to the month display. View scheduled activities. If this box is not marked, the My Schedule page displays only the first week of your event. To view other days, someone must choose to edit the schedule and scroll through the days of your event. (For more information about how the My Schedule page displays, see Configuring Settings for the Session Schedule in the Content Setup chapter of the Content Guide.) 3. To set preferences that affect the microblog feature in Connect, complete any or all of the following fields: Microblog Latest Number. Enter the number of posts that should display in the microblog. The default is five (5) Lanyon Solutions, Inc. July 2014

30 22 Chapter 1 Setup The most recent posts will display, with the newest at the top. NOTE This setting also affects the Conference Mobile application. Show Microblogs on all pages. To display a link to the microblog on all pages of Connect, mark this box. When you mark this box, the system displays a button at the bottom of every page in Connect except the dashboard. When someone clicks the button, a dialog box displays the microblog dialog box. Allow anonymous posts. Mark this box if you added the microblog widget to the Unauthenticated Landing page and want to let people who access the page not only read the microblog but add posts of their own. Instead of the poster s name, the word anonymous displays after the post. Microblog Character Limit. Enter the maximum number of characters (up to 4000) that someone can enter in a single microblog entry. The default is 40. As a person enters a post, the system lets the person know how many characters he or she can still enter. 4. To set preferences that affect how sessions and scheduling work in Connect, complete any or all of the following fields: Show Session ID. To display in Connect session IDs as well as session titles, mark this box. Show Room. To show in Connect the rooms where sessions will be held, mark this box. Show Day and Time. To show in Connect the days and times when sessions will be held, mark this box. Turn On Scheduling. If you chose to show the day and time, you can mark this box to let authenticated users add sessions to their personal schedules. Allow Session Overlap on Personal Schedule. If you chose to turn on scheduling, you can mark this box to let attendees add sessions to their personal schedules that occur at the same time as (or that overlap) other sessions on their schedules. Enable Waiting List. To let attendees add their own names to a waiting list when a session for which they want to register has reached capacity, mark this box. If a seat in the session becomes available, the system automatically schedules people on the waiting list for the session in the order in which they were placed on the waiting list. If necessary, you can disable waiting lists for specific session types. (For more information, see Setting Up the Sessions Catalog Search Tab on page 91.) Show Number of People on Waiting List. If you enabled waiting lists, you can mark this box to display in Connect the number of people on each session s waiting list. July Lanyon Solutions, Inc.

31 Lanyon Conference 23 Connect Guide Waiting List Limit. To limit how many people can be on session waiting lists, enter a number here. When the number of people on a session s waiting list reaches this number, no more attendees can add that session to the waiting list. Waiting List Policy. Enter the waiting list policy for your event. Attendees see this policy when they print their schedules. Send when Seat Available. To have the system send an message to a person when a seat becomes available in a session for which he or she was on the waiting list and the person is automatically enrolled, mark this box. People are notified in the order in which they were placed on the waiting list. If the add/drop time frame has not been met (as defined in the next field), the person can remove the session from his or her schedule. Minutes After Session Start when Add/Drop Not Allowed. Enter the number of minutes after a session begins that attendees can no longer add or remove sessions from their schedules. The default is 15 minutes. If you want to allow attendees to add or drop sessions after the session ends, enter a large number of minutes. For example, to let attendees add or drop sessions up to one day after the session is over, you would enter an entire day s worth of minutes, or 1440 (60 minutes x 24 hours). SAC Policy. Enter your session access policy. People see this policy when they print their schedules. Show Private View/Private Schedule Sessions in Public Catalog. If you use custom field values to display sessions to only logged in Connect users with matching values on their account but you want to let unauthenticated users view some or all of the limited display sessions in the public Connect catalog, choose the custom field values that the system should ignore for public Connect display. To select multiple values, hold down the CTRL key while you click on values. This preference displays a list of custom fields that are configured with the Private View; Private Schedule limitation (a hard constraint). For the public catalog, the system will ignore the Private View limitation for any custom field values that you choose in this field. After people log in, the system will apply the Private Schedule limitation and display sessions with the limitation only to people who have the matching value on their accounts. (For more information about session constraints, see Making a Session Available for Only a Specific Audience in the Content Setup chapter of the Content Guide.) 5. To set preferences that affect exhibitor interaction in Connect, complete any or all of the following fields: Allow Attendees to Request Information from Exhibitors. To let people make their contact information available to specific exhibitors, mark this box Lanyon Solutions, Inc. July 2014

32 24 Chapter 1 Setup When this box is marked, a Contact Me option displays beside each exhibitor on the Exhibitor catalog search page. If someone clicks the option, that person s information is sent to the exhibitor as a lead. Hide Edit Account Button on Exhibitor Page. To let exhibitor primary or network contacts edit their exhibitor information in Connect, leave this box unmarked. (To let exhibitors edit custom field values, the custom fields must be added to the Connect Exhibitor Detail (Exhibitor Editable) custom field location. For more information, see About Custom Fields in Connect on page 160.) If this box is marked, exhibitor participants must use the Exhibitor Resource Center (ERC) to make any changes to their exhibitor information, or an Exhibitor Manager must update exhibitor records through the Admin Tool. 6. To set preferences that affect user accounts in Connect, complete any or all of the following fields: Enable User Account Editing. To let people edit their personal account information in Connect, mark this box. When this box is marked, a person s My Account menu includes an Account Settings option and the My Profile page displays an Edit Profile button. Enable Account Creation. To let people log in to Connect with their social media accounts, mark this box. NOTE If desired, you can also use this setting to let people create Connect user accounts from within Connect. Additional setup is required. (For more information, see Setting Up Connect User Account Creation Pages on page 187.) If you choose to enable account creation, you can also choose any or all of the following to let people log in to Connect with their social media accounts: Enable Login with Facebook. To let people log in to Connect from a Facebook account, mark this box. You must also set up an application in Facebook. Enable Login with LinkedIn. To let people log in to Connect from a LinkedIn account, mark this box. You must also set up an application in LinkedIn. Enable Login with Google. To let people log in to Connect from a Google account, mark this box. You must also set up an application in Google. (For more information on setting up social media applications, see Setting Up Connect Access Through Social Media on page 166.) 7. When you finish setting preferences, scroll to the bottom and click Update. 8. To apply your changes to the Connect site right away, refresh the cache. (For more information, see Viewing Changes in Connect on page 14.) July Lanyon Solutions, Inc.

33 Lanyon Conference 25 Connect Guide Letting People Edit Their Connect User Accounts When someone registers for your event, the system creates a person record in the Admin Tool. Connect uses information in that record to create a Connect account for that person. You can let people edit their accounts from within Connect. You choose which account settings people can edit, such as their username and password, personal photo, and custom fields. You can also allow people to change their acceptance of your Connect terms and conditions. (For more information on how such a change affects Connect users, see Adding Terms and Conditions to Connect on page 193.) Below is an example of the Account Settings page in Connect: The system notifies a user if an account setting needs attention. People can edit their own Connect accounts by choosing Account Settings from the My Account drop-down list. You can choose which default fields and preferences users can edit. You can also add custom fields to the General Info and Optional Information tabs, if desired. Clicking a pencil icon lets someone edit a single account setting. Clicking Edit All opens a window where a person can edit as many settings as needed Lanyon Solutions, Inc. July 2014

34 26 Chapter 1 Setup NOTE If you want to allow people to create Connect accounts instead of only allowing editing, see Setting Up Connect User Account Creation Pages on page 187. To let people edit their Connect user accounts 1. On the left navigation bar, point to Connect and click Preferences. The Connect Preferences page displays. 2. Scroll to the User Account Preferences area and mark the Enable User Account Editing box. 3. Click Update. 4. On the left navigation bar, point to Connect and click Account. The Connect Account Setup page displays. July Lanyon Solutions, Inc.

35 Lanyon Conference 27 Connect Guide 5. Do any or all of the following: Hover the mouse pointer over any field s gear icon ( ) and choose from the displayed actions. The following table explains what you can and cannot do with each default field: Field Name Editing Possible Required or Not First Name Display Value can be changed Always required Last Name Display Value can be changed Always required Display Value can be changed Always required Photo Upload Terms and Conditions None Terms and conditions can be added to Connect Not required Not required Username Display Value can be changed Not required Password Display Value can be changed Not required Confirm Password Display Value can be changed Not required Removable from Display Can be Made Read-Only No Yes No No Yes No No Yes No No, but does not display if disabled No, but does not display if disabled No No Can be Disabled Yes Yes No No No No No No No No No To change the display order of the fields, drag the fields into the desired position. To move a field from one tab to another, drag the field to the row of tabs. NOTE Some fields (such as the first and last name fields) must remain on the Contact Info page. If you try to move a field that is restricted in this way, the system will display a message telling you that you cannot move the field Lanyon Solutions, Inc. July 2014

36 28 Chapter 1 Setup To add a new field to the page, do the following: To add a custom field to a user account page 1. Click Add New Field on the upper right side. The Custom Field Configuration dialog box displays. 2. Click the name of the field that you want to add. To quickly find a field, begin typing the field name in the Filter field. Only fields that include the text that you enter will display in the list. NOTE: After you add a field, you can edit the field type and display value, make the field required, and make the field read only. If you edit the field type, you must choose a similar type. (For example, you cannot change a checkbox list type field to a text entry field.) 6. To apply your changes to the Connect site right away, refresh the cache. (For more information, see Viewing Changes in Connect on page 14.) Adding Your Event Agenda to Connect You can let all Connect users see what your event has to offer by adding your agenda to Connect. Below is an example: Connect users can click Agenda on the left navigation to view the agenda items you enter. If the agenda item is for a block of sessions, you can use custom field values to filter the sessions that display in that block. Users can print the agenda. For smaller events, the agenda might serve as another view of your schedule. (For example, you could list in the agenda the names of each session that you plan to offer.) For larger events, the agenda might serve as an overview of your event. You can add new agenda items at any time. July Lanyon Solutions, Inc.

37 Lanyon Conference 29 Connect Guide If desired, you can associate sessions with agenda items, either individually or as a block. (For example, you could list a 2 hour keynote address beginning at 8 AM, a block of time from 10 AM to 12 noon for discussion groups, lunch from 12 to 1 PM, and a block of time from 1 PM to 3 PM for discussion results reporting.) You set up the Connect agenda in the Admin Tool. When you are ready, you can display your event agenda to Connect users as an online calendar that they can choose to print. This section includes these topics: Adding Dates to the Connect Agenda Adding Items to a Connect Agenda Day Displaying Session Blocks on an Agenda Displaying Your Event Agenda in Connect Adding Dates to the Connect Agenda When you create an agenda in Connect, you first add the days. For example, you can add one day for each date of your event. To add dates to the Connect agenda 1. On the left navigation bar, point to Connect and click Manage Agenda. The Agenda page displays. Any items previously added to the Connect agenda page display here. 2. Click Add Day Lanyon Solutions, Inc. July 2014

38 30 Chapter 1 Setup The Add Agenda Day dialog box displays, showing a calendar for the current month. Below is an example: 3. Click the date that you want to add to the agenda. Use the calendar s arrow keys to find the correct month. The calendar disappears, and the Date and Day Label fields are populated with the date you chose. 4. Click Save. A tab displays on the Agenda page for the date you added. Continue with Adding Items to a Connect Agenda Day on page 30. Adding Items to a Connect Agenda Day After you add the days of your event to the agenda in Connect (as described in Adding Dates to the Connect Agenda on page 29), you add the items that you want to display on the agenda. You set up the items for each date separately. You can add as many agenda items as you would like to each date. NOTE If you want to add any agenda items as blocks of time that contain multiple items (such as a block of several discussion groups that will meet at the same time but in different locations) and you want each item to display, see Displaying Session Blocks on an Agenda on page 32. July Lanyon Solutions, Inc.

39 Lanyon Conference 31 Connect Guide To add items to a Connect agenda day 1. On the left navigation bar, point to Connect and click Manage Agenda. The Agenda page displays the dates that have been added as tabs. Below is an example: 2. Click the tab for the day to which you want to add an agenda item. 3. Click Add Agenda Item. The Add Agenda Item dialog box displays for the day whose tab you clicked. Below is an example: Lanyon Solutions, Inc. July 2014

40 32 Chapter 1 Setup 4. Complete the following fields: Title. Enter a name for the item. This title displays in the agenda. URL. If the agenda item links to a web page, enter the web page URL. (For example, a keynote agenda item could link to a web page about the speaker.) Location. Enter the place where the agenda item will be held. Start Time. Enter the time when the agenda item will begin. End Time. Enter the time when the agenda item will end. Is Session Block. If the agenda item should display as a single item at one time and not as a group of items at a single time, mark No. (For information on displaying multiple items at a single time, see Displaying Session Blocks on an Agenda on page 32.) 5. Click Save. 6. Repeat this task for all agenda items you want to add. 7. When your agenda is ready to display in Connect, mark the Show Agenda check box. 8. To apply your changes to the Connect site right away, refresh the cache. (For more information, see Viewing Changes in Connect on page 14.) Displaying Session Blocks on an Agenda You can group multiple sessions under a single agenda item for the Connect agenda. You use custom fields to define the types of session blocks you want to use and to identify which sessions should display in each block. The example below shows an Afternoon Sessions session block that displays two sessions offered in two separate locations. The session block shows all sessions that you set up with the same custom field value. July Lanyon Solutions, Inc.

41 Lanyon Conference 33 Connect Guide To set up this example, a custom field called Session Times was created, with custom field values of Morning Sessions and Afternoon Sessions. The custom field was added to the Emerging Threats session and the Troubleshooting Firewalls session, and the custom field value of Afternoon Sessions was chosen for each session. When the agenda was set up, the item was marked as a session block and the Afternoon Sessions custom field value was chosen as the constraint for the display. When the Is Session Block field is marked Yes, you can choose from the block constraints (custom field values). Before You Begin If necessary, create custom fields that have the custom field values that you want to use to group sessions. (For more information, see Creating Custom Fields in the Custom Fields chapter of the Administrator Guide.) To display session blocks on an agenda 1. Add the custom fields that you want to use to group sessions to the Agenda Selectable Session Profile Values custom field location. NOTE To find the Agenda Selectable Session Profile Values location, point to Setup on the left navigation bar, find the Custom Fields heading, and click Locations. Then search for the location name Lanyon Solutions, Inc. July 2014

42 34 Chapter 1 Setup (For more information, see Assigning Fields to Custom Field Locations in the Custom Fields chapter of the Administrator Guide.) 2. Add the custom fields to session records. (For more information, see Adding Custom Fields to the Session Details (Admin) Page or Setting Up Session Profile Fields in the Content Setup chapter of the Content Guide.) 3. For each session that you want to group as a single agenda item, do the following: To assign a custom field value to a session 1. Find the session record that you want to add to a group. 2. From the custom field that you added, choose the custom field value that you want to use to group the session. 3. Scroll to the bottom and click Submit. 4. When you finish assigning custom field values to sessions, point to Connect on the left navigation bar and click Manage Agenda. 5. Do one of the following: To group sessions under a new agenda item, click Add Agenda Item. To group sessions under an existing agenda item, click the agenda item that should display the group of sessions. The Add Agenda Item or Modify Agenda Item dialog box displays. 6. In the Is Session Block field, mark Yes. July Lanyon Solutions, Inc.

43 Lanyon Conference 35 Connect Guide The Show Sessions With field becomes active. Any custom field values added to session records display. Below is an example: The custom field values you added to the Agenda Selectable Session Profile Values custom field location display on the right side. They are greyed out and unavailable for use unless you mark the Yes box for the Is Session Block field. 7. Mark the custom field value that you want to use to assign sessions to this agenda item. If you need help finding the custom field value you want, in the Show Sessions With field, begin typing the name of the custom field or custom field value. 8. If necessary, complete any other fields (as described in Adding Items to a Connect Agenda Day on page 30). 9. Click Save. The sessions with custom field values matching the custom field value you chose display under the agenda item. 10. When your agenda is ready to display in Connect, mark the Show Agenda check box. 11. To apply your changes to the Connect site right away, refresh the cache. (For more information, see Viewing Changes in Connect on page 14.) Lanyon Solutions, Inc. July 2014

44 36 Chapter 1 Setup Displaying Your Event Agenda in Connect After you have added days to your agenda and added all the desired items to your event days, you can display the agenda to all Connect users. To display your event agenda in Connect 1. If you are not already on the Agenda page, point to Connect on the left navigation bar and click Manage Agenda. 2. On the right side of the Agenda page, mark the Show Agenda check box. 3. To apply your changes to the Connect site right away, refresh the cache. (For more information, see Viewing Changes in Connect on page 14.) Configuring Messaging You can let people who log in to Connect send private messages to other Connect users, speakers, and exhibitor owners from the following Connect pages: From catalog search pages. If you turn on messaging, Connect users can send messages to speakers by clicking a link in the catalog. From details pages. If you turn on messaging and also add widgets to Page Setup pages, Connect users can click a link to send messages from people, speaker, and exhibitor details pages (depending on where you put the widgets). You determine the position of the widget on details pages. July Lanyon Solutions, Inc.

45 Lanyon Conference 37 Connect Guide From their Connect accounts (My Account > Messages). Connect users must choose message recipients from a list that contains names of other users who have accepted your Connect terms and conditions. NOTES A person can send a private Connect message to another Connect user only if both people have accepted your Connect terms and conditions. A person who accepts your Connect terms and conditions can later change his or her acceptance to declined. This removes the person s information from public view and prevents the person from seeing anyone else s personal information on the People tab. It also prevents the person from accessing messaging (receiving, sending, and viewing any messages received and sent). However, the system retains any messages received or sent so that if the person accepts the terms and conditions again, those messages are again available. When someone composes a message in Connect, that person chooses valid recipients from a drop down list. If a person enters an address or username manually that is not in the system, Connect displays a message telling the person to check the To field and try again Lanyon Solutions, Inc. July 2014

46 38 Chapter 1 Setup People can send the same message to three or fewer recipients at a time. If someone wants to send the same message to more than three Connect users, that person must send the message multiple times. By default, received messages display in people s Connect message accounts. However, if desired, you can let people choose to have their messages also delivered to the addresses provided when they registered for your event. To configure messaging 1. To enable messaging in Connect, do the following: To enable messaging 1. On the left navigation bar, point to Connect and click Preferences. The Connect Preferences page displays. 2. In the General Preferences area, mark Turn On Messaging. 3. Scroll to the bottom and click Update. 2. To let people choose where to receive messages, do the following: To let people determine message reception location 1. On the left navigation bar, point to Connect and click Account. The Connect Account Setup page displays. 2. Click the tab where you want to add the Message Preferences custom field. 3. Click Add New Field. The Custom Field Configuration dialog box displays. 4. In the Filter field, begin typing Messaging Preference. 5. When Messaging Preference displays in the list, click it. 6. To edit the field, hover the mouse pointer over the gear icon ( )and click Edit. You can change the field type from one list type to another. You can also change the display value of the field and require people to complete the field. NOTE: If you edit the field, do not make the field read only. 7. To require people to decide where to receive Connect messages, mark the Required box. This will prompt a person to choose whether to send messages only to Connect or whether to also copy the message to his or her address. NOTE: If you want people s Messaging Preference choice to display on people records in the Admin Tool, you must also add the field to a person record. (For more information, see the Custom Fields chapter of the Administrator Guide.) July Lanyon Solutions, Inc.

47 Lanyon Conference 39 Connect Guide 3. To add the Send a Message link to details pages, do the following: To add message links to details pages 1. On the left navigation bar, point to Connect and click Pages. The Page Setup page displays. 2. Click the tab for the details page (people, exhibitors, or speakers) where you want to display the messaging icon. 3. Make sure the Contact widget is in the Page Layout area. NOTE: Even if the contact widget is on the People tab page layout, people cannot send messages to other Connect users unless they first accept your Connect terms and conditions. 4. To require people to log in before they can contact exhibitors or speakers, make sure that the lock icon on the Contact widget on the exhibitors or speakers tab is closed ( ). If it is not, click the icon to close it. 5. Repeat steps 1 through 4 in this table for each type of user who should see the Send a Message link. 6. To let attendees message exhibitors from the catalog page, point to Connect on the left navigation bar and click Catalog; then find the What displays for Exhibitors? heading and mark Send Message. 4. To apply your changes to the Connect site right away, refresh the cache. (For more information, see Viewing Changes in Connect on page 14.) Lanyon Solutions, Inc. July 2014

48 40 Chapter 1 Setup Setting Up Meetings to Display in Connect If you purchase the Meetings module, you can set up meeting paths that let qualified people request meetings through Connect. A qualified person is someone who meets criteria you set using the Qualifying Audience settings for the path. (For more information, see Setting Up Rules to Allow or Deny Access to a Meeting Path in the Meeting Setup and Management chapter in the Content Guide.) Depending on your setup for a meeting path, qualified people can do the following when requesting a meeting: Choose a meeting path (the meeting type) such as an Executive Meeting or Room Only Meeting. Choose a topic and/or host. Invite other participants to the meeting. Choose the desired meeting day and time. Complete custom fields to provide details about the meeting request. NOTE After people request meetings through Connect, you or another event administrator can approve and manage meetings as explained in the Meeting Setup and Management chapter in the Content Guide. Below are sample Meeting pages in Connect: Depending on your setup, a Connect user can click a navigation link for the Meetings page or for a specific meeting path. On the Meetings page, a user can choose a meeting type. NOTE: A Connect user can access only those meeting paths for which he or she qualifies. A user clicks the Schedule Meeting button to request a meeting. July Lanyon Solutions, Inc.

49 Lanyon Conference 41 Connect Guide Depending on the meeting type setup, a Connect user can add meeting participants or request a meeting host. To request a meeting, the user clicks on a day and time. Depending on your setup, the user may be prompted to complete custom fields. After the request is submitted, the Meetings page displays information for the meeting Lanyon Solutions, Inc. July 2014

50 42 Chapter 1 Setup To set up Meetings to display in Connect 1. Set up Meetings as explained in the Meeting Setup and Management chapter in the Content Guide. Meetings setup includes tasks such as creating meeting types, identifying meeting topics and hosts, configuring meeting paths, choosing preferences, and creating custom fields to gather information about meetings. 2. As you set up Meetings, choose how you want to let people access Meetings in Connect. You can set up one or more of these options: To let people access Meetings from the Authenticated Landing page after logging into Connect, add a Module Widget for the Meetings module. (For instructions, see Configuring the Authenticated Landing Page on page 70.) To display the Meetings page when someone first logs in to Connect, point to Sessions on the left navigation bar, go to the Sessions Setup area, find the Meetings heading, and click Meetings Preferences; then mark Go to Meetings on Connect Login. To display a link for each meeting path in the left navigation menu of Connect instead of a Meetings link that takes people to the main Meeting Scheduler page, point to Sessions on the left navigation bar, go to the Sessions Setup area, find the Meetings heading, and click Meetings Preferences; then mark Display all Meeting Paths in Left Meeting Nav. NOTE If you mark the Go to Meetings on Connect Login option and also mark the Display all Meeting Paths in Left Meeting Nav option, the main Meeting Scheduler page displays only on login. If someone leaves the Meeting Scheduler page, that person must access each meeting type individually from the left navigation bar until they log out of Connect and log in again. 3. When you finish setting up Meetings, turn on meetings in Connect by doing the following: For each path that you want to publish to Connect, point to Sessions on the left navigation bar, go to the Sessions Setup area, find the Meetings heading, and click Meeting Paths; then click the path name and make sure that the Path is closed box is NOT marked. If you make a change, scroll to the bottom and click Submit. On the left navigation bar, point to Sessions, go to the Sessions Setup area, find the Meetings area, and click Meetings Preferences; then mark Enable Meetings in Connect and click Update. 4. To apply your changes to the Connect site right away, refresh the cache. (For more information, see Viewing Changes in Connect on page 14.) July Lanyon Solutions, Inc.

51 Lanyon Conference 43 Connect Guide Setting Up Searching in Connect You can let people search your Connect site for event sessions, speakers, exhibitors, and files. Each type of search results displays on a separate catalog tab in Connect. You determine what information displays for each type of search. When someone searches for information, the system looks at a default set of fields to see if the term the person entered displays in that field. If desired, you can add additional fields to the search. You can also let people apply filters to each type of search. A filter lets people display only search results that match a specific category. (For example, you could use exhibitor type as a filter to help people find only exhibitors of a specific type in the search results.) If you add filters, you must reindex the search process so that the system looks accurately at all items in your database before displaying search results. This section explains these topics: Understanding How Searching Works in Connect Configuring Connect Catalog Search Tabs Adding Keywords to Searches Adding Filters to Searches Reindexing Searches Lanyon Solutions, Inc. July 2014

52 44 Chapter 1 Setup Understanding How Searching Works in Connect A general text (keyword) search field always displays at the top of Connect. People can enter text in this field that will help them find specific records in Connect. The search field displays above the catalog tabs if the Browse & Search option is active (chosen from the left navigation bar), and as part of the Connect header when someone is in other parts of Connect. Below are some examples: The keyword search field displays in the Connect header when a search is not active. The keyword search field displays above the catalog search tabs when a person clicks the Browse & Search link or performs a search. When someone performs any keyword search in Connect, the system finds all of the Connect items with fields whose values match the search term. The Connect catalog tabs then display the search results, with the search term highlighted. The number of search results found displays on each tab. July Lanyon Solutions, Inc.

53 Lanyon Conference 45 Connect Guide For example, if you chose to display all of the catalog search tabs and entered red in the search field, the system would return all items of any type that include red in any of the searchable fields: The search term is highlighted in the search results. In this search, the system found 15 sessions and 15 speakers with fields including red. Clicking a tab displays the results specific to the tab type. A person can mark the Exact Match box to search for exactly what he or she enters in the keyword search field. If a person marks the Exact Match box before searching, the search results display only those items that exactly match the term or phrase entered (for example, only the records that contain the word red ). When this box is unmarked, the search results will display all items that include any form of the term or phrase entered in the keyword search box. (For example, records that contain red, credit, or numbered ). Clicking a tab filters the results to display only one type of information. In the example above, the Sessions tab has been clicked. This means that only sessions containing the search term red are displayed. Once a specific item is located, a person can click the item s title or name to view details about that item. (For more information about setting up details pages, see Setting Up Specific Connect Pages on page 61.) Lanyon Solutions, Inc. July 2014

54 46 Chapter 1 Setup The All tab displays the names of the first ten items of each type of search that you activate. This means that the All tab can include people, sessions, speakers, exhibitors, and files. Interactive options (such as adding an item to an interests list or to a schedule or ing a person) are not displayed on the All tab, but people can click links at the bottom of each set of ten items to display the tab of each type of information and access these options. Below is a partial example: The first ten of each item display on the All tab. A person can click links to open the tab for the item type. This lets the person view all the items of that type, including the interactive options. Interactive options (such as Add to My Interests) do not display on the All tab. By default, the catalog tabs display search results from the following fields: People. First and last name, address, job title, and company name Sessions. Abbreviation, abstract, title, type, and speaker name Speakers. Name, job title, company name, and biography Exhibitors. Name, description, type, website, booth name and number Files. Title and description All. All of the default search fields for the tabs listed above You can add additional fields, if desired. (For more information, see Adding Keywords to Searches on page 51.) July Lanyon Solutions, Inc.

55 Configuring Connect Catalog Search Tabs Lanyon Conference 47 Connect Guide You choose the types of search results that display in Connect. Each type displays as a separate tab. You can also choose not to display some information in search results. (For example, you can choose whether to display job titles and company names for people who are in the Connect database.) You can choose to display these types of information in search results: People who have Connect accounts and who have agreed to your Connect terms and conditions NOTE A person can view names on the People tab only if that person has also agreed to terms and conditions. Sessions that have been approved and published to the Connect catalog Speakers who have been assigned to approved sessions Exhibitors that have been approved and published to the Connect catalog Files that have been uploaded for sessions or exhibitors NOTE The catalog settings also determine what information displays when the system makes recommendations to attendees. (For more information on Connect recommendations, see Configuring Recommendations for Connect on page 178.) For more information about how searches in Connect work, see Understanding How Searching Works in Connect on page 44. To configure Connect catalog search tabs 1. On the left navigation bar, point to Connect and click Catalog Lanyon Solutions, Inc. July 2014

56 48 Chapter 1 Setup The Connect Catalog Search page displays. 2. In the Search Tabs section, do the following: Choose the tabs that you want to display in Connect. NOTE The All tab is a separate tab that displays the first ten items of each type of search you choose to display as a tab in Connect. July Lanyon Solutions, Inc.

57 Lanyon Conference 49 Connect Guide From the What is the default search tab drop down list, choose which tab should display when a person clicks the Browse & Search link. 3. In the Search Results, Interests, and Recommendations Display section, choose the types of information that you want to display. If you will include a People search, complete the following fields: Job Title. To display people s job titles, mark this box. Company Name. To display the names of the companies where people work, mark this box. Information for these fields comes from people records, which are usually completed during registration. If you want to allow people to edit their job title or company in Connect, see Letting People Edit Their Connect User Accounts on page 25. If you will include a Session search, complete the following fields: Description. To display a description or abstract of each session, mark this box. Length. To display how long each session will last, mark this box. Type. To display session types (such as Breakout or Keynote), mark this box. Speakers. To display any speakers that have been assigned in the Admin Tool to sessions, mark this box. A speaker in this context is a session participant who has the Speaker role or any role that has been configured as Consider role as speaker. (For more information, see Adding or Modifying Participant Roles in the Content Setup chapter of the Content Guide.) Rating. To let people rate sessions and to display those ratings to other attendees, mark this box. Show Published Session Files for all. To display to all Connect users any files that relate to a session and that have been uploaded to the Admin Tool, approved, and published, mark this box. If this box is marked, any Connect user can download files, even if that person has not logged in to Connect. Show Published Session Files for ONLY authenticated users. To display published session files to only people who have created a Connect account and are logged in to Connect, mark this box. NOTE If you mark both Show Published Session Files for all and Show Published Session Files for ONLY authenticated users, all Connect users will be able to view session files Lanyon Solutions, Inc. July 2014

58 50 Chapter 1 Setup Information for these fields comes from approved session records in the Admin Tool. (For more information on the Content related setup you can do in the Admin Tool so that appropriate information displays in Connect, see the Content section in Configuring Conference to Display Data in Connect on page 15.) If you will include an Exhibitor search, complete the following fields: Description. To display a description of each exhibitor, mark this box. Web Page URL. To display the URL of the exhibitor s web page, mark this box. Exhibitor Type. To display exhibitor types (such as sponsorship or participation level), mark this box. Booth. To display the identification numbers of any booths in your exhibit hall to which exhibitors have been assigned, mark this box. Logo. To display exhibitors logos, mark this box. Send Message. To display a link that lets attendees send messages to exhibitors, mark this box. NOTE You must also mark the Turn On Messaging Connect preference to display this link. (For more information, see Setting Connect Preferences on page 18.) Show Published Exhibitor Files for all. To display to all attendees any files that relate to an exhibitor and that have been uploaded to the Admin Tool, approved, and published, mark this box. If this box is marked, any Connect user can download the files. Show Published Exhibitor Files for ONLY authenticated users. To display published exhibitor files to only people who have created a Connect user account, mark this box. NOTE If you mark both Show Published Exhibitor Files for all and Show Published Exhibitor Files for ONLY authenticated users, all Connect users will be able to view session files. Information for these fields comes from approved exhibitor records in the Admin Tool. (For more information on the exhibitor related setup you can do in the Admin Tool so that appropriate information displays in Connect, see the Exhibitor section in Configuring Conference to Display Data in Connect on page 15.) 4. Click Update. 5. To apply your changes to the Connect site right away, refresh the cache. (For more information, see Viewing Changes in Connect on page 14.) July Lanyon Solutions, Inc.

59 Lanyon Conference 51 Connect Guide 6. To finish setting up search tabs, continue with one of the following tasks: Setting Up the People Catalog Search Tab on page 78 Setting Up the Sessions Catalog Search Tab on page 91 Setting Up the Speakers Catalog Search Tab on page 110 Setting Up the Exhibitors Catalog Search Tab on page 118 Setting Up the Files Catalog Search Tab on page 133 Adding Keywords to Searches In Connect, people can enter search terms in a general text (keyword) search field to find specific records in Connect. When someone does this, the system finds all of the Connect items with fields whose values match the search term. The Connect catalog tabs then display the search results, with the search term highlighted. The number of search results found displays on each tab. By default, the catalog tabs display search results from the following fields: People. First and last name, address, job title, and company name Sessions. Abbreviation, abstract, title, type, and speaker name Speakers. Name, job title, company name, and biography Exhibitors. Name, description, type, website, booth name and number Files. Title and description All. All of the default search fields for the tabs listed above You can add additional keyword fields to help people more quickly find the information or record they want. If you do this, when someone enters text in the keyword search box, the system examines the custom fields you add as well as the default fields for the search term. IMPORTANT After you add a custom search or make changes to a custom search, you or your Lanyon Business Analyst must log in to Connect and reindex the search engine. Otherwise, the custom search results will not be complete. Reindexing must be done during a non critical time when few people are accessing Connect. (For more information, see Reindexing Searches on page 59.) Before You Begin If the custom fields that you want to use as additional keyword search fields do not exist in the system, create them. Add the custom fields that you want to use as Connect keywords to the appropriate record type. Assign custom field values from the custom field to the records that should be searchable Lanyon Solutions, Inc. July 2014

60 52 Chapter 1 Setup For example, to use a custom field to find sessions that will be in a specific building, first create custom field such as Building Name with custom field values such as Fieldhouse, Student Center, and Annex. Add the custom field to session records. For each session, mark the value for the building where the session will be held. If someone enters one of the building names in the keyword search field, information about the sessions that will be held in that building will display in the search results. (For more information on working with custom fields, see the Custom Fields chapter of the Administrator Guide.) To add keywords to searches 1. On the left navigation bar, point to Connect and click Catalog. The Connect Catalog Search page displays. 2. Scroll down to the Search Filter Fields section at the bottom of the page and click Edit Text Search Custom Fields. The Custom Field Locations Search Index Page displays. Below is an example: 3. Do one of the following to find the custom field you want to use as a search keyword or filter: Begin typing part of the field name in the Filter field. Only fields that include the text that you enter will display in the list. Scroll until you find the field you want. 4. Click the names of the fields that you want to use as search keywords. 5. Click the Add button to add the fields to the Assigned Fields column. 6. Click Update. 7. To apply your keyword search setup to Connect, you or your Lanyon Business Analyst must reindex searching during a non critical time when few people are accessing Connect. (For instructions, see Reindexing Searches on page 59.) July Lanyon Solutions, Inc.

61 Lanyon Conference 53 Connect Guide Adding Filters to Searches You can add filters to any catalog tab. A filter can further limit a person s search results, making it easier for the person to find the desired information. (For example, you could add a filter for session records that categorizes the technical difficulty of sessions. People could use the filter to display only sessions of a chosen technical difficulty.) If desired, you can add a nesting filter to a catalog tab. A nesting filter uses a parent child relationship to display a filter only if someone first chooses a different specific filter. For example, you could add filters for Session Type and Panel Type to a search page, and give the Panel Type field the parent value of Panel Discussion (a value from the Session Type field). This would let people filter by session type and, if they chose Panel Discussion, they could then also filter by type of panel discussion. (For more information on parent child field relationships, see Displaying a Field Based on a Previous Response in the Custom Fields chapter of the Administrator Guide.) Filters for a tab display only when someone chooses that tab. (For example, filters that you add as session search values display when people click the Sessions tab, while filters you add as exhibitor search values display when people click the Exhibitor tab.) When someone starts a search, the Site Menu bar collapses to display any filters that you have set up. Hovering the mouse over the Site Menu bar displays the navigation links again. Below is an example of how session custom search filters display: The search filters that display depend on which tab is chosen. If you set up a parent-child relationship between fields, the child field (in this example, the Panel type field) displays only if a person chooses the parent field from the previous list of options (in this example, the Panel Discussion Session Type) Lanyon Solutions, Inc. July 2014

62 54 Chapter 1 Setup You can add search filters that do the following: Attendee search values affect how people find information about event related people on the People tab. (For example, you could add a custom field to the attendee search that lets people find anyone associated with specific companies.) Session search values affect how people find sessions on the Sessions tab. (For example, you could add a custom field to the session search that lets people find only sessions on a specific interest track.) Speaker search values affect how people find session and keynote speakers on the Speakers. (For example, you could add a custom field to the speaker search that lets people find speakers who will address a specific topic.) Exhibitor search values affect how people find event exhibitors on the Exhibitors tab. (For example, you could add a custom field to the exhibitor search that lets people find exhibitors who provide a specific type of product.) File search values affect how people find files related to sessions or exhibitors on the Files tab. (For example, you could add a custom field to the file search that lets people find files on a specific topic.) IMPORTANT After you add a custom search or make changes to a custom search, you or your Lanyon Business Analyst must log in to Connect and reindex the search engine. Otherwise, the custom search results will not be complete. Reindexing must be done during a non critical time when few people are accessing Connect. (For more information, see Reindexing Searches on page 59.) Before You Begin If the custom fields that you want to use as search filters do not exist in the system, create them. Add the custom fields that you want to use as search filters to the appropriate record type. (For example, to use a specific custom field to filter exhibitor records, add the custom field to exhibitor records.) Assign custom field values from the custom field to the records that should be searchable. For example, to let people search for sessions on a specific interest track, create the Interest Track custom field and add custom field values (such as Government, Higher Education, Public Education, and Charter Schools). Then add the Interest Track custom field to session records. Finally, assign each custom field value to the session records that would be interesting to a specific type of person. In this example, you might add the Government custom field value to sessions that government workers might want to attend, or the Public Education custom field value to sessions that might interest public school teachers or administrators. July Lanyon Solutions, Inc.

63 Lanyon Conference 55 Connect Guide (For more information on working with custom fields, see the Custom Fields chapter of the Administrator Guide.) To add filters to searches 1. On the left navigation bar, point to Connect and click Catalog. The Connect Catalog Search page displays. 2. Scroll to the Search Filter Fields section at the bottom of the page. 3. Click the setup link for the type of search for which you want to add filters. (For example, to create search filters for the Session tab, click Edit Session Search Values.) Lanyon Solutions, Inc. July 2014

64 56 Chapter 1 Setup The Search Page for the type of search you are creating displays. To add a field as a filter, choose the Add New Field button. In addition to the standard Add New Field option described in this task, the Session Search Page lets you mark a box to add the Session Type and Session Day filters. 4. If you are working with session searches and want to add the Session Type or Session Day fields as session search fields, mark the Session Type box or the Session Day box (or both) on the right side of the Session Search Page. July Lanyon Solutions, Inc.

65 Lanyon Conference 57 Connect Guide 5. To add a field as a search filter, do the following: To add a field as a search filter 1. Click Add New Field in the upper right corner of the search page. A list of custom fields display. Below is an example 2. Do one of the following to find the custom field you want to use as a filter: Begin typing part of the field name in the Filter field. Only fields that include the text that you enter will display in the list. Scroll until you find the field you want. 3. Click the name of the field that you want to use as a filter. The field name and type display on the Search Page. Below is an example: Hover the mouse pointer over the gear icon to display the Modify and Remove options. Fields you add display on the Session Search Page, except for the Session Type and Session Day filters. A checked box on the right side of the page displays when either of these two filters have been added Lanyon Solutions, Inc. July 2014

66 58 Chapter 1 Setup 6. To change a field s settings, hover the mouse pointer over the gear icon ( ) for that field and click Modify. Then do any of the following: To edit a field s display value, enter changes in the Display Value field. Then click Save. To choose a different field type, choose a new type from the Type field. Then click Save. If you choose a different field type, it must be of a similar type. (For example, if a field is a check box field, you cannot change the type to a text entry type; you must choose another field type that lets people make a choice, such as the radio button field type.) If you want a person to choose another filter value before this filter will display, from the Parent Value field, choose the filter value. Then click Save. NOTE You must have at least two fields on a search page to have a parent child relationship. For example, if you add the Country custom field and the State custom field to the People Search Page, you could give the State field the parent value of United States. This would let people filter other people by country and, if they chose to filter by the United States, could then filter people by state. Below is an example of the dialog box for parent child setup: 7. Repeat the steps in this task for all the filters you want to create for all search types. 8. When you finish setting up all of your search filters, do the following: July Lanyon Solutions, Inc.

67 Lanyon Conference 59 Connect Guide To apply your changes to the Connect site right away, refresh the cache. (For more information, see Viewing Changes in Connect on page 14.) To apply your search filter setup to Connect, you or your Lanyon Business Analyst must reindex searching during a non critical time when few people are accessing Connect. (For instructions, see Reindexing Searches on page 59.) Reindexing Searches If you add custom fields to the text search in Connect, add filters to other catalog searches, or add new records to the system, someone with the correct permission must log in to Connect and reindex the search engine. Otherwise, the custom search results will not be complete. Reindexing deletes old search indexes and builds new ones. If Connect includes a lot of data, Connect could stop working during reindexing. This means that people should not try to search for records while the index process is working. For this reason, you should try to reindex Connect searches during non critical times when Connect is not being heavily used. For a large event (about 30,000 records), the initial indexing process takes about 12 minutes. The time it takes to reindex depends on how many records have been added or are affected by the new filter or search keyword. Once you start the reindexing process, leave the system alone for 10 to 15 minutes. If you choose the Reindex option again before the process is complete, the process starts over. To determine whether reindexing is complete, search for a newly added record, try to use a new filter, or search with a new keyword. If you cannot complete the task, the system has not yet finished reindexing Lanyon Solutions, Inc. July 2014

68 60 Chapter 1 Setup To reindex searches 1. Log in to Connect. 2. From the My Account drop down list in the upper right corner, choose Reindex Search. NOTE If you do not see the Reindex Search option, you do not have the required permission to reindex searching. Please contact your Lanyon Business Analyst for assistance. The Reindex Search page displays. NOTE Once you start the reindexing process, leave the system alone for 10 to 15 minutes. If you choose the Reindex option again, the process starts over. 3. After about 15 minutes, click Go Back. 4. Log out of Connect. July Lanyon Solutions, Inc.

69 Lanyon Conference 61 Connect Guide Setting Up Specific Connect Pages Each page that someone sees in Connect displays event related information that is pulled from records in the Admin Tool. You can choose what displays on each page, and where on the page each piece of information displays. You configure pages that people see when they first access your Connect site, when they first log in to Connect, when they search for items in your catalog, and when they view details about people, sessions, or exhibitors in Connect. The details pages display specific information about the names and titles found on the search results tabs. When someone clicks on an item on a tab, Connect opens the details page for that item. The information that displays on the page depends on the type of page being accessed, what information you have chosen to display on the page, and whether the person is logged in to Connect. Connect includes the following pages: The Unauthenticated Landing page is the first page Connect users see. This page displays as a simple dashboard, and provides access to items that do not require login. The page also gives people the opportunity to log in. You can also let people create Connect user accounts from this landing page. The Authenticated Landing page gives people options to interact with Connect. From this page, you can let people access such things as your event s registration page and surveys about sessions at your event or about your event itself. You can also provide access to other Conference modules. For example, you can let session and exhibitor participants access their tasks in the Speaker Resource Center and Exhibitor Resource Center. People Details pages display when someone clicks the name of a person who is not a speaker. People details pages can include usernames, biographies, pictures, and contact information, as well as people, sessions, and exhibitors that attendees put on their interests lists. You can also let attendees leave comments on a people page or follow other Connect users on their social media sites. NOTES Only someone who creates an account and accepts your Connect terms and conditions can view information about attendees who are not speakers. Speakers have their own details pages that are set up separately. Session Details pages can include such information as the session title, description, speakers, and related media such as PDFs or PowerPoint files that session participants provide. You can also configure these pages so that attendees can share information about sessions on their social media sites, add sessions to their personal schedules, rate sessions, view a list of similar sessions, and view the names of other Connect users who are interested in a session. Speaker Details pages can include names, pictures, contact information, biographies, and session information for speakers at your event. You can also configure these pages to display people, sessions, and exhibitors that speakers add to their interests lists, and to let attendees follow speakers on their social media sites Lanyon Solutions, Inc. July 2014

70 62 Chapter 1 Setup Exhibitor Details pages can include exhibitor names, descriptions, contact information, staff member names, exhibit hall locations, and logos of exhibitors who have signed up for your event. You can also configure these pages to display documents and media that exhibitor participants provide, as well as sessions related to the exhibitor in some way. You can allow attendees to invite exhibitors to contact them, follow exhibitors on social media, and share exhibitor information on their own social media sites. Specified exhibitor participants can edit their exhibitor details pages in Connect. Each person with a Connect account as well as each approved and published session, assigned speaker, and exhibitor can have a details page in Connect. You determine the information that displays on each type of detail page. This section explains the following tasks: Working with Connect Landing Pages Setting Up Connect User Pages Setting Up Session Pages Setting Up Speaker Pages Setting Up Exhibitor Pages Setting Up the Files Catalog Search Tab Working with Connect Landing Pages There are two types of landing pages in Connect. These landing pages serve as dashboards that display the tools that let people navigate through Connect. This section explains these topics: Understanding Landing Pages Configuring the Unauthenticated Landing Page Configuring the Authenticated Landing Page Understanding Landing Pages This section explains the two types of landing pages that Connect users see. It also gives a brief overview of how to set up landing pages. This section explains these topics: Types of Landing Pages Landing Page Setup Tools July Lanyon Solutions, Inc.

71 Lanyon Conference 63 Connect Guide Types of Landing Pages The first page someone sees on the Connect site is the Unauthenticated Landing page for people who are not logged in to Connect. The Unauthenticated Landing page has limited navigation. Below is an example: The Dashboard link returns an unauthenticated user to this page if that user has left the page to search or to view your agenda. Unauthenticated users can search for items in your catalog. If you set it up, unauthenticated users can view and print your event s agenda. Users can create a Connect account or log in to an existing account from the Unauthenticated Landing page. From the Unauthenticated Landing page, people can do the following: Search for and browse the sessions, speakers, exhibitors, and files that are part of your public catalog. View and print the agenda for your event, if you have created and published the agenda in Connect. (For more information, see Adding Your Event Agenda to Connect on page 28.) Create a Connect user account, if you choose to allow it. (In most cases, a Connect user account is created when someone registers for your event. For more information on letting people create user accounts in Connect, see Setting Up Connect User Account Creation Pages on page 187.) Log in to Connect by entering a username and password. (If desired, you can let people log in to Connect using specific social media accounts. For more information, see Setting Up Connect Access Through Social Media on page 166.) After someone logs in to Connect, that person is considered to be authenticated and the Authenticated Landing page displays Lanyon Solutions, Inc. July 2014

72 64 Chapter 1 Setup Below is an example: Authenticated users can manage their Connect accounts and perform other tasks from the top menu bar. A yellow marker notifies a user when an item (such as an account setting or a message) needs attention. People navigate in Connect by using links on the left menu bar. From the authenticated user landing page, depending on your setup, a user can view information or use links or buttons to access other event features. Authenticated users can access features of Connect that require login or that track the person who is doing the action. (For example, depending on your Connect setup, authenticated users can send messages to other Connect users, leave comments for exhibitors and speakers, rank sessions, and add sessions to an interests list or to a personal schedule.) NOTE To view information about other people with user accounts in Connect, a Connect account holder must accept your Connect terms and conditions and log in to Connect. July Lanyon Solutions, Inc.

73 Lanyon Conference 65 Connect Guide Landing Page Setup Tools Connect landing pages include menu items on the left side of the screen, as well as information you choose to add when you set up the page. Page Setup tools let you add information by using widgets. A widget can display information or allow access to other websites (such as your corporate website or the event Registration site). Landing pages are set up using two types of widgets: Container widgets. These widgets control the orientation of information on the page (rows vs. columns). Shape widgets. These widgets control the formatting (such as square or tabbed view) and let you choose what specific information displays within that shape. To set up a landing page, you drag and drop widgets on to the setup page. Below is an example: To set up a page, drag the widgets that you want to include from the right side of the page to the Page Layout section. You must add Rows and Columns container widgets to the Page Layout section before you can add Square, Horizontal, Vertical, or Tabbed content widgets. You can place the Right Pane widget only on the right side of the page. No other widgets can be placed on the right side Lanyon Solutions, Inc. July 2014

74 66 Chapter 1 Setup Below is an example of a page with container widgets of rows under columns: This icon shows that the information in the widget will display in columns. This icon shows that the information in the widget will display in rows. The table below describes the widgets that you can use to format landing pages: Table 1-1: Landing Page Formatting Widgets Available Widgets Rows Columns Square, Horizontal, Vertical Tabbed Right Pane Widget Description A horizontal container for other widgets. A vertical container for other widgets. A shape placed in a Row or Column container that displays content for a module, an RSS feed, or custom HTML. Horizontal widgets cannot be placed in columns. Vertical widgets cannot be placed in rows. A rectangle placed in a Row or Column container that displays multiple items as tabbed options. A vertical container that displays content for a module, an RSS feed, or custom HTML that can be placed only on the right side of the page. You can add the same widget multiple times. July Lanyon Solutions, Inc.

75 Lanyon Conference 67 Connect Guide This section explains these topics: Configuring the Unauthenticated Landing Page Configuring the Authenticated Landing Page Configuring the Unauthenticated Landing Page The Unauthenticated Landing page is for people who visit your Connect site without logging in. This landing page can contain only the Login widget and custom widgets containing HTML or RSS feeds. Below is an example: Unauthenticated users can browse and search your event catalog, and access your event agenda. They can also return to the dashboard or create an account. You can add only the Login widget, the Microblogs widget, and custom widgets containing HTML or RSS feeds to the Unauthenticated Landing page. The example above includes an HTML widget. Note that whatever you enter in the Title field (in this case, Welcome HTML ) displays at the top of the widget Lanyon Solutions, Inc. July 2014

76 68 Chapter 1 Setup To configure the Unauthenticated Landing Page 1. On the left navigation bar, point to Connect and click Pages. The Page Setup page displays. 2. Click the Unauthenticated Landing tab. 3. Drag Rows, Columns, or Right Pane widgets (container widgets) from the Available Widgets area to the Page layout area to set the basic layout for your landing page. (For a description of each type of widget, see Table 1 1 on page 66.) NOTES The Right Pane widget can display only on the right side of the page. No other widgets can display on the right side. The Add/Edit widget (described in the next step of this task) displays as soon as you add the Right Pane widget to a page. You do not add shape containers to the Right Pane widget. Except for the Right Pane widget, you must add at least one container widget (Rows, Columns, or Right Pane) before you can add widgets with specific uses. 4. Drag a shape widget (Square, Horizontal, Vertical, or Tabbed) to a container widget. July Lanyon Solutions, Inc.

77 Lanyon Conference 69 Connect Guide When you add a widget to the Unauthenticated Landing tab, the following Add/Edit Widget dialog box displays: 5. In the Name field, enter a name for the widget. 6. Mark the type of information that you want to display. To display the Login module, mark Login. To display a microblog, mark Microblogs. To display information or media about the event as an RSS feed, mark RSS Feed and, in the field that displays, enter the URL for the page whose content you want to display. NOTES You must use a secure URL (HTTPS) for the RSS feed. Otherwise, security warnings may pop up when someone loads the page. Connect displays only a portion of each item in the feed, but lets people click an item to leave Connect and view the full item. To display custom content using text editing tools, choose HTML and enter your information in the field that displays. Do not use HTML code; instead, use the tools at the bottom of the field to format your text. You can enter up to 4000 characters. Use the anchor icon ( ) to create a hyperlink that lets people move to another location on the page or to another Web page. (For information on the other icons, see Using the Text Formatting Tools in the Registration Setup chapter of the Registration Guide.) To display custom content using HTML code, choose Raw HTML and enter your code in the field that displays. You can enter up to 4000 characters Lanyon Solutions, Inc. July 2014

78 70 Chapter 1 Setup 7. Click Save. 8. To apply your changes to the Connect site right away, refresh the cache. (For more information, see Viewing Changes in Connect on page 14.) Configuring the Authenticated Landing Page People who log in to your Connect site see the Authenticated Landing page. Below is a partial example: The tabbed widget can display different information in the same space, depending on which tab is clicked. The navigation menu on the left side of the Authenticated User landing page lets users access various parts of Connect. Users can search the catalog using this search field on the landing page. Each widget you add can display information about a different module, or can display HTML or RSS feeds. July Lanyon Solutions, Inc.

79 Lanyon Conference 71 Connect Guide You can use widgets on this page to display Connect generated session and exhibitor recommendations to people, or to link to Conference related modules that you have purchased (such as Registration or Surveys). Widgets will display only to people who qualify to view them. For example: The Content (SRC) widget displays only for participants of approved sessions. The Exhibitor (ERC) widget displays only for participants of approved exhibitors. The Meetings widget displays only for people who qualify for a published Meeting path. The Hotel button displays in the Registration widget only if the Hotels feature is enabled in that person s Registration path. Like the Unauthenticated Landing page, the Authenticated Landing page can include custom widgets containing HTML or RSS feeds. However, you can also add keywords to HTML widgets on the Authenticated Landing page. Keywords are codes that you can add to the HTML which access information in the database about specific attendees who log in to Connect. This lets you personalize the text that displays. (For example, you can add someone s name and registration information to the display.) By default, you can add the following keywords to HTML: User Keywords First Name Last Name Company Name Job Title Address City State Zip Country Phone Number Order Summary Keywords Order Data Amount Paid Balance Due Hotel Data Event Name You can also add custom fields as keywords to HTML widgets. (For more information on custom fields, see the Custom Fields chapter of the Administrator Guide.) Some widgets are designed for specific user types. (For example, the Call for Papers widget is for potential speakers.) While you can see all widgets when you are configuring details pages, the widgets are coded to display only to appropriate users Lanyon Solutions, Inc. July 2014

80 72 Chapter 1 Setup The table below describes the widgets that you can use to add information to the Authenticated Landing Page: Table 1-2: Widget Content for Authenticated Landing Page Available Widget Registration Call for Papers (CFP) Exhibitor Content Scheduler Meetings Surveys Widget Module Description Displays any information about the person s registration for your event, such as number of items purchased and hotel room requests made. Also includes a link to your event s registration site. (For more information about the Registration module, see the Registration Guide.) Use when the person is a speaker, potential speaker, or other type of session participant at your event. Displays any session ideas submitted by the person and the status of the ideas. Also includes a link to the Call for Papers site. (For more information about Call for Papers, see Setting Up a Call for Participation Web Site in the Content Setup chapter of the Content Guide.) Use when the person is a participant for an exhibitor or potential exhibitor at your event. Displays any exhibitor tasks that need to be completed and the number of exhibitors for which the person is a contact. Also includes a link to your event s Exhibitor Resource Center (ERC). (For more information about exhibitor tasks, see Exhibitor Task Setup in the Exhibitor Setup chapter of the Exhibitor Guide.) Use when the person is a speaker, potential speaker, or other type of session participant at your event. Displays a list of tasks that the speaker has completed or needs to complete, as well as a list of sessions where the speaker is assigned. Also includes a link to the Speaker Resource Center (SRC). (For more information about content tasks, see Setting Up Content Tasks in the Content Setup chapter of the Content Guide.) Displays information about the person s personal event schedule, such as the number of sessions on the person s schedule, the number of session waiting lists the person is on, and the number of sessions in the person s interests list. Also includes a link to the person s schedule. (For more information about setting up the schedule for your event, see the Scheduling Sessions chapter of the Content Guide.) Displays any meeting requests the person has made, as well as the status of the requests. Also includes a link to let the person request a new meeting. (For more information about meetings, see the Meetings Setup and Management chapter of the Content Guide and Setting Up Meetings to Display in Connect on page 40.) Displays links to any surveys the person is qualified to take. These can include surveys about specific sessions, specific speakers, or about your event in general. (For more information, see the Surveys Guide.) July Lanyon Solutions, Inc.

81 Lanyon Conference 73 Connect Guide Table 1-2: Widget Content for Authenticated Landing Page (continued) Available Widget Nominations Session Recommendations Exhibitor Recommendations Microblogs Widget Module Description Use when the person has been invited to recommend or approve potential event attendees. Displays any attendees the person has nominated or needs to review for approval, and the status of the nomination. Also includes a link to the Nomination Tool. (For more information on nominations, see the Nomination Tool Guide.) Displays the names of any sessions that the system recommends for the person, and lets the person click a session name to view that session s details. NOTE: Recommended sessions can also display on the People Details page. (For more information, see Configuring People Details Pages on page 83. For more information on recommendations, see Configuring Recommendations for Connect on page 178.) Displays the names of any exhibitors that the system recommends for the person and lets the person click an exhibitor name to view that exhibitor s details. NOTE: Recommended exhibitors can also display on the People Details page. (For more information, see Configuring People Details Pages on page 83. For more information on recommendations, see Configuring Recommendations for Connect on page 178.) Displays a microblog where people can post comments or replies to existing comments. (For more information, see Using a Microblog on page 136.) To configure the authenticated landing page 1. On the left navigation bar, point to Connect and click Pages Lanyon Solutions, Inc. July 2014

82 74 Chapter 1 Setup The Page Setup page displays. 2. Click the Authenticated Landing tab. 3. Drag Rows, Columns, or Right Pane widgets (container widgets) from the Available Widgets area to the Page layout area to set the basic layout for your landing page. (For a description of each type of widget, see Table 1 1 on page 66.) NOTES The Right Pane widget can display only on the right side of the page. No other widgets can display on the right side. The Add/Edit widget (described in the next step of this task) displays as soon as you add the Right Pane widget to a page. You do not add shape containers to the Right Pane widget. Except for the Right Pane widget, you must add at least one container widget (Rows, Columns, or Right Pane) before you can add widgets with specific uses. 4. Drag a shape widget (Square, Horizontal, Vertical, or Tabbed) to a container widget. July Lanyon Solutions, Inc.

83 Lanyon Conference 75 Connect Guide When you add a widget to the Authenticated Landing page, the following Add/Edit Widget dialog box displays: 5. In the Name field, enter a name for the widget. 6. Mark the type of information that you want to display. To display a specific module, mark the module name. To display information or media about the event as an RSS feed, mark RSS Feed and, in the field that displays, enter the URL for the page whose content you want to display. NOTES You must use a secure URL (HTTPS) for the RSS feed. Otherwise, security warnings may pop up when someone loads the page. Connect displays only a portion of each item in the feed, but lets people click an item to leave Connect and view the full item. To display custom content using text editing tools, choose HTML and enter your information in the field that displays. Do not use HTML code; instead, use the tools at the bottom of the field to format your text. You can enter up to 4000 characters Lanyon Solutions, Inc. July 2014

84 76 Chapter 1 Setup Use the anchor icon ( ) to create a hyperlink that lets people move to another location on the page or to another Web page. (For information on the other icons, see Using the Text Formatting Tools in the Registration Setup chapter of the Registration Guide.) To display custom content using HTML code, choose Raw HTML and enter your code in the field that displays. You can enter up to 4000 characters. NOTE If you add HTML or Raw HTML, you can click Add Keywords and add any keywords that you want to use on the landing page. This can let you customize messages to attendees. For example, you could add the First Name keyword to a paragraph in an HTML widget. This would display a person s first name as part of the paragraph. 7. When you finish adding or editing a widget, click Save. 8. To apply your changes to the Connect site right away, refresh the cache. (For more information, see Viewing Changes in Connect on page 14.) July Lanyon Solutions, Inc.

85 Lanyon Conference 77 Connect Guide Setting Up Connect User Pages A Connect user can be unauthenticated (not logged in), authenticated (logged in), or authenticated with people viewing privileges. This last type of user has logged in and also accepted your Connect terms and conditions, which gives that user the ability to view information about other people who have accepted your Connect terms and conditions. You determine what information displays on these pages. People whose information displays on user pages can include potential and registered event attendees, speakers who have been assigned to approved sessions, and exhibitor participants who have been assigned to approved exhibitors. (Speakers and exhibitors can be assigned through the Admin Tool or by participants who use the Speaker Resource Center or Exhibitor Resource Center to prepare for your event.) You configure these types of user pages for Connect: The People catalog search tab is a clickable tab that displays information about a person. The people details page displays the same information, but can also display additional information relative to individuals. Widgets that you can add to the people details page let people do such things as send s to other Connect users, leave comments on other users pages, and follow people on social media sites. Some of the information that displays on a People details page is taken from people records in the Admin Tool. Because of this, you may need to set up some features of Registration so that Connect can access the information. The interests page is a special tabbed page similar to the Connect catalog. Items added to interests lists also display in interests widgets that you can add to the People details page. This section explains the following tasks: Setting Up Registration to Work with Connect Setting Up the People Catalog Search Tab Configuring People Details Pages Configuring Interests Pages Lanyon Solutions, Inc. July 2014

86 78 Chapter 1 Setup Setting Up Registration to Work with Connect If you use Connect in conjunction with an event that requires registration, when someone registers for your event, they also register for Connect. Conference s Registration features can help you gather some of the information about event attendees, session participants, and exhibitor participants that displays in Connect. If you have purchased the Registration module, complete the following tasks to make the necessary information available in Connect: Set up attendee types. (For details, see the Attendee Types chapter of the Registration Guide.) Define the custom fields you want to use to track information about attendees and other event participants, and assign those fields to custom field locations. (For details, see the Custom Fields chapter of the Administrator Guide.) Create registration codes and code groups. (For details, see the Registration Codes chapter of the Registration Guide.) Set up Registration for your event, including packages and paths. (For details, see the Registration Setup section of the Registration Guide.) Setting Up the People Catalog Search Tab Once someone has a user account in Connect and has accepted your terms and conditions for Connect use, that person can view information about other Connect users who have accepted your terms and conditions. Event registrants, speakers, and exhibitor participants who meet these criteria can all display on this tab. The first time someone accesses the People tab, 50 names display on the tab. People can browse up to 300 user names by scrolling to the bottom and clicking Get More Results. July Lanyon Solutions, Inc.

87 Lanyon Conference 79 Connect Guide Below is an example of the People catalog search tab: A person must log in and accept your terms and conditions to see other Connect users information. Only information about users who have accepted your terms and conditions will display. Filters you add display on the left side of Connect and are specific to each tab. (For more information, see Adding Filters to Searches on page 53.) Clicking someone s name displays user details on a new page. (For more information, see Configuring People Details Pages on page 83.) Depending on your setup, people can do the following from the People tab: Search for other Connect users. Sort the results list by relevance, first name, last name, or company. Click a person s name to view that person s details page. (For information on setting up details pages for people, see Configuring People Details Pages on page 83.) Add people to their interests lists. Send messages to other Connect users. (For information about setting up messaging, see Configuring Messaging on page 36.) You determine whether the People tab displays. You also choose the information that displays in the People search results. NOTE If desired, you can add filters to the People search so that only people who match the filter criteria will display in a results list. (For example, you could add a filter that displays attendee types, or only people who are interested in advanced programming sessions.) (For more information, see Adding Keywords to Searches on page 51.) Lanyon Solutions, Inc. July 2014

88 80 Chapter 1 Setup Before You Begin If you have not already done so, set up Registration to work with Connect. (For more information, see Setting Up Registration to Work with Connect on page 78.) To set up the People catalog search tab 1. To set Connect preferences for people, point to Connect on the left navigation bar and click Preferences. The Connect Preferences page displays. Below is a partial example: 2. If necessary, complete any or all of the following fields: IMPORTANT The following fields affect other parts of Connect as well as people pages. You may need to talk with other administrators before you mark or unmark any of these field boxes. July Lanyon Solutions, Inc.

89 Lanyon Conference 81 Connect Guide Turn On Messaging. To let people send private messages to other Connect users, mark this box. Show Sort Options. To display a drop down list from which people can choose a sort type, mark this box. For example, marking this box can let people sort a list of Connect users by relevance, first name, last name, or company. Hide My Interests. To let people create lists of favorite or interesting sessions, speakers, and exhibitors, leave this box unmarked. (For more information on interests lists, see Configuring Interests Pages on page 86.) Show Private Features to Public Users. To let people who are not logged in view features that they must log in to use, mark this box. If this box is unmarked, features that let people interact with other Connect users, speakers, sessions, and exhibitors do not display to anyone but the authenticated users who can actually use the features. If this box is marked, if someone who is not logged in clicks on a feature that is not available, the system displays a message with a link to the login page that tells the person that login is required to access the feature. NOTES You can also restrict access to features that are added to pages as widgets by clicking the lock icon on the widget until it displays as closed ( ). People who have not accepted your Connect terms and conditions cannot view other people s information in Connect. 3. When you finish setting preferences, scroll to the bottom and click Update. 4. To set up how and what the People search tab displays, point to Connect on the left navigation bar and click Catalog Lanyon Solutions, Inc. July 2014

90 82 Chapter 1 Setup The Connect Catalog Search page displays. Below is a partial example: 5. Complete the following fields on the page: In the Search Tabs section, mark People. To make the People page the initial display each time someone accesses the catalog, choose People from the What is the default search tab drop down list. When People is chosen in this field, whenever someone clicks the Browse & Search option on the Site Menu, the People tab displays. 6. In the Search Results, Interests, and Recommendations Display area, mark any of the following to specify what displays for People: To display people s job titles, mark Job Title. To display the name of the company where people work, mark Company Name. 7. When you finish setting up the catalog tab, click Update. 8. To apply your changes to the Connect site right away, refresh the cache. (For more information, see Viewing Changes in Connect on page 14.) July Lanyon Solutions, Inc.

91 Lanyon Conference 83 Connect Guide Configuring People Details Pages After someone creates a Connect user account and accepts your Connect terms and conditions, you can let that person search for and view information about other Connect users (including speakers and exhibitor participants) who have accounts in Connect. Once a person is listed on the People tab, a Connect user can click that person s name to display details about the person. You drag and configure widgets to choose the details that display, and where on the page each type of information displays. NOTE If someone has not accepted your Connect terms and conditions, the People search tab is inactivated. However, if you use the Staff widget on exhibitor details pages, exhibitor participant pages can be accessed from the exhibitor details page. (For more information, see Setting Up Exhibitor Details Pages on page 125.) In addition, speaker names can display on the Speakers tab. However, a person who clicks on a speaker name sees a speaker details page, not a user page. (For more information on speaker details pages, see Setting Up Speaker Details Pages on page 113.) Depending on your setup, the people details page can display the following information: Person s name, job title, and company Biography of the person Photo uploaded by the person Items added to the person s interests lists Additional information about the person (custom field values) The people details page can also let Connect users interact with other users in the following ways: Add them to an interests list Send them messages Add comments to their Connect pages Follow them on social media sites Lanyon Solutions, Inc. July 2014

92 84 Chapter 1 Setup By default, all available widgets are assigned to the people details page, as shown in the setup page below: July Lanyon Solutions, Inc.

93 Lanyon Conference 85 Connect Guide You can remove any widget or reorder the way the widgets display. You can also require people to log in before they can see a widget. Below is an example of a people details page with examples of the widgets that display: The Follow on Social Media widget displays links to any personal social media pages a person adds during account creation. The Name/Info widget displays a person s name. You can choose to also display the person s job title and company. This widget lets other Connect users click the star to add this person to their interests lists. The Picture widget displays a personal photo uploaded during account creation. You can review and approve these photos. (For details, see Photo Review on page 225.) The Contact widget displays a link that lets other Connect users send messages to this user. The Discussion widget lets users add comments and view comments added by other users. The Additional Information widget displays this person s values for custom fields that have been added to the User Profile page in the Admin Tool. The field values display as read-only information. The Bio widget displays the person s biography. The Interests widgets display any sessions, exhibitors, and people that have been added to the person s interests lists. Before You Begin Set up the People catalog search tab. (For more information, see Setting Up the People Catalog Search Tab on page 78.) If you plan to use the Additional Information widget to display custom field values for people, add the custom fields to the Connect User Detail custom field location. (For more information about custom fields, see the Custom Fields chapter of the Administrator Guide. See also About Custom Fields in Connect on page 160.) Lanyon Solutions, Inc. July 2014

94 86 Chapter 1 Setup To set up people details pages 1. On the left navigation bar, point to Connect and click Pages. The Page Setup page displays. 2. Click the People tab. The page layout for People displays. 3. Do any of the following, as desired: To remove a widget, click the black X in the upper right corner, or drag the widget to the Available Widgets box on the right side. To require that a person log in before viewing a widget, click the open lock icon ( ) to close the lock. When the lock is closed ( ), login is required. To change where each piece of information displays on the tab, drag the widgets to the locations where you want them to display. 4. To apply your changes to the Connect site right away, refresh the cache. (For more information, see Viewing Changes in Connect on page 14.) Configuring Interests Pages You can let people who have logged in to Connect mark people, sessions, speakers, exhibitors, and files as interests as they view your session catalog. The system uses these interests to create interests lists that Connect users access from a link in the left navigation bar. Some interests lists can also display on the Authenticated Landing Page in widgets. Items that can be added to an interests list display star icons ( interests list, a person clicks the star. ). To add an item to an When an item has been added to a person s interests list, the star icon turns yellow. To remove an item from the interests list, the person clicks the star again. July Lanyon Solutions, Inc.

95 Lanyon Conference 87 Connect Guide When someone clicks the Interests link in the Site Menu, that person s interests lists display on tabs, similar to the catalog. The number of items of each type of interest display in parentheses on each tab. Below is an example: Clicking the Interests link and then clicking various tabs displays items people have on their interests lists. The number of each type of item in a person s interests displays in parentheses on the tabs. From an interests item on a tab, people can do tasks similar to the tasks that they can do from regular catalog pages (such as send a message or add a schedule item). Depending on your setup, people may also be able to view their interests by choosing My Account > My Profile to display their person details page. Items added to interests lists display in the interests widgets that you put on the People page. Other Connect users who have accepted your Connect terms and conditions can also see these interests. Below is an example: The default position for Interests widgets on the people details page is under the picture and contact widgets on the right side. When someone clicks the name of an item on an interests list, the details page for that item displays Lanyon Solutions, Inc. July 2014

96 88 Chapter 1 Setup For more information on details pages, see one of the following: Configuring People Details Pages on page 83 Setting Up Session Details Pages on page 97 Setting Up Speaker Details Pages on page 113 Setting Up Exhibitor Details Pages on page 125 In addition to marking stars, you can use custom fields to have attendees enter additional interests either during event registration or in their Connect accounts. (For more information, see Creating a Registration Path in the Registration Setup chapter of the Registration Guide and Setting Up Connect User Account Creation Pages on page 187.) The system can use the information in both interests lists and interest fields to recommend sessions and exhibitors to attendees. (For more information about recommendations, see Configuring Recommendations for Connect on page 178.) To configure interests pages 1. On the left navigation bar, point to Connect and click Preferences. The Connect Preferences page displays. 2. Remove the check mark from the Hide My Interests check box. 3. Scroll to the bottom and click Update. 4. On the left navigation bar, click Catalog. The Connect Catalog Search page displays. 5. In the Search Results, Interests, and Recommendations Display section, mark the items that you want to display in attendees interests lists. For example, you might want to display the company name for people, session speakers and ratings, and exhibitor web page URLs and booths. IMPORTANT Items marked in this section display in search results and recommendations as well as in interests lists. You may want to consult other administrators before making any changes on this page. 6. To apply your changes to the Connect site right away, refresh the cache. (For more information, see Viewing Changes in Connect on page 14.) July Lanyon Solutions, Inc.

97 Lanyon Conference 89 Connect Guide Setting Up Session Pages A session is any scheduled occasion associated with your event, such as a workshop, lecture, keynote address, or even an evening party. When you set up the Content Conference module, you create a record for each session. The information in these session records can display in Connect once the records are approved and published in the Connect catalog. You configure two types of session pages for Connect: the Sessions catalog search tab and the session details page. The Sessions catalog search tab is a clickable tab that displays information about a session. Session details pages display the same information, but can also display additional information relative to individual sessions. Some of the information that displays on a session details page is taken from session records in the Admin Tool. Because of this, you may need to set up some features of Content so that Connect can access the information. If you create a session schedule in the Admin Tool (as explained in the Setting Up Scheduling Preferences section in the Content Guide) and turn on session scheduling in Connect (as specified by the Turn On Scheduling preference explained in Setting Connect Preferences on page 18), attendees can add sessions to their personal event schedules in Connect. If desired, you can set up waiting lists, which let people put their names on a waiting list for a specific session if that session s registration reaches capacity. You can change the default colors that display on the schedule for different types of items (such as green for the person s scheduled sessions and yellow for sessions on the person s waiting list). This section explains these tasks: Setting Up Content to Work with Sessions Setting Up the Sessions Catalog Search Tab Setting Up Session Details Pages Allowing Videos to Display on Session Pages Setting Up Waiting Lists Configuring Colors for the Scheduler Lanyon Solutions, Inc. July 2014

98 90 Chapter 1 Setup Setting Up Content to Work with Sessions Conference s Content features can provide the speaker, session, and scheduling information that displays in Connect. Content also lets attendees add sessions to their personal schedules. If you have purchased the Content module or plan to display sessions, speakers, and session scheduling in Connect, complete the following tasks to make the necessary information available in Connect: Add session types and lengths to the system. (For details, see Setting Up Session Fields in the Content Setup chapter of the Content Guide.) Set up session participant roles. (For details, see Setting Up Session Participant Roles in the Content Setup chapter of the Content Guide.) Define the custom fields you want to use to track information about sessions and speakers, and assign those fields to custom field locations. (For details, see Setting Up Session Fields in the Content Setup chapter of the Content Guide. See also the Custom Fields chapter of the Administrator Guide.) Create session records. A Content Manager can create session records manually in the Admin Tool or through an import. If you have purchased the Call for Papers (CFP) module, potential speakers and other people can add session records through the CFP site. If you have purchased the Speaker Resource Center (SRC) module, session participants can edit session records through the SRC. (For details, see the Session Records chapter of the Content Guide.) Assign participants to sessions. (For details, see the Session Participants chapter of the Content Guide.) Set up your schedule, including session block intervals, days, and rooms. (For details, see Setting Up Scheduling Preferences in the Content Setup chapter of the Content Guide.) Approve and publish the sessions that you want to display in the Connect catalog. (For details, see Changing a Session s Status and Locking and Publishing a Session in the Session Records chapter of the Content Guide.) Add sessions to your event schedule, including session locations and times. (For details, see the Scheduling Sessions chapter of the Content Guide.) If you have purchased the Meetings module, set up meetings. (For details, see the Meetings Setup and Management chapter of the Content Guide. See also Setting Up Meetings to Display in Connect on page 40.) July Lanyon Solutions, Inc.

99 Setting Up the Sessions Catalog Search Tab Lanyon Conference 91 Connect Guide The Sessions catalog search tab displays the approved and published sessions that are in your event database. The first time someone accesses the Sessions tab, 50 sessions display. People can browse up to 300 sessions by scrolling to the bottom and clicking Get More Results. Below is an example of the Sessions catalog search tab: Filters you add display on the left side of Connect and are specific to each tab. (For more information about filters, see Adding Filters to Searches on page 53.) Clicking on a session title or View More link displays additional details about the session. (For more information about session details pages, see Setting Up Session Details Pages on page 97.) A user must log in to use these options. You can choose to let nonauthenticated users view, but not use, the option links. You choose what session details display. This example shows session IDs, titles, abstracts, and speakers. Depending on your setup, people can do the following from the Sessions tab: Search for sessions. Sort the results list by relevance, session title, or session ID. Click a session s name to view that session s details page. (For information about setting up details pages for sessions, see Setting Up Session Details Pages on page 97.) Add sessions to an interests list. Download any uploaded documents that relate to sessions. Add sessions to their personal schedules Lanyon Solutions, Inc. July 2014

100 92 Chapter 1 Setup You determine whether the Sessions tab displays. You also choose the information that displays in the Session search results. NOTE If desired, you can add filters to the Sessions search so that people can display only sessions that match the criteria of the filters. (For example, you could add a filter that displays only sessions that relate to a specific topic.) (For more information, see Adding Keywords to Searches on page 51.) Before You Begin If you have not already done so, set up Content to work with Connect. (For more information, see Setting Up Content to Work with Sessions on page 90.) To set up the Sessions catalog search tab 1. To set Connect preferences for sessions, point to Connect on the left navigation bar and click Preferences. The Connect Preferences page displays. Below is a partial example: 2. Complete the following fields in the Session Preferences section of the page: Show Session ID. To display session IDs as well as titles in Connect, mark this box. July Lanyon Solutions, Inc.

101 Lanyon Conference 93 Connect Guide Show Room. To show in Connect the rooms where sessions will be held, mark this box. If you leave this box unmarked, you can publish sessions to the catalog before you are ready to announce session locations. Show Day/Time. To show in Connect the days and times when sessions will be held, mark this box. If you leave this box unmarked, you can publish sessions to the catalog before you are ready to announce sessions days and times. Turn On Scheduling. If you choose to show the day and time, you can mark this box to let authenticated users add sessions or other event related items (such as meetings or evening activities) to their personal schedules. NOTE Marking this box also lets attendees add meetings to their schedules. (For more information on meetings, see Setting Up Meetings to Display in Connect on page 40.) Allow Session Overlap on Personal Schedule. If you chose to turn on scheduling, you can mark this box to let attendees add sessions or other event related items to their schedules in time slots that are already filled with event related items. For example, if a person adds a session that is at the same date and time as a previously scheduled session, marking this box will display both sessions on the person s schedule. Enable Waiting List. For information about setting up waiting lists using this and the following related fields, see Setting Up Waiting Lists on page 102. Minutes After Session Start when Add/Drop Not Allowed. Enter the number of minutes after a session begins that attendees can no longer add or remove sessions from their schedules. The default is 15 minutes. If you want to let attendees add or drop a session after the session begins, enter a large number of minutes. For example, to let people add or drop sessions up to one day after the session is over, enter an entire day s worth of minutes, or 1440 (60 minutes x 24 hours). SAC Policy. Enter your session access policy. Attendees see this policy when they print their schedules. Show published sessions with these hard constraints in public catalog. If you use custom field values to limit who can schedule sessions but you want to display some of those sessions in the Connect catalog, choose from the drop down list the session constraints that control sessions that you want to display in the catalog. To choose multiple constraints, hold down the Ctrl key and click the constraints you want. (For more information about session constraints, see Making a Session Available for Only a Specific Audience in the Content Setup chapter of the Content Guide.) Lanyon Solutions, Inc. July 2014

102 94 Chapter 1 Setup 3. If necessary, complete any or all of the following fields: IMPORTANT The following fields affect other pages as well as session pages. You may need to talk with other administrators before you mark or unmark one of these field boxes. Show Sort Options. To display a drop down list from which people can choose a sort type, mark this box. For example, marking this box lets people sort displayed sessions by relevance or title. Hide My Interests. To let people create lists of favorite or interesting sessions, speakers, and exhibitors, leave this box unmarked. (For more information on interests lists, see Configuring Interests Pages on page 86.) Hide Recommendations. To let the system identify items that people might find interesting, leave this box unmarked. When this box is unmarked, the system displays a note beside items in the catalog that the person might find interesting. Also, a Recommendations link displays in the site navigation menu. When a person clicks the link, any recommended session or exhibitor information displays in tabs similar to the catalog tabs. NOTE This setting does not affect the session or exhibitor recommendations widgets on the Authenticated Landing page. The widgets display recommendations regardless of whether this box is marked. The system generates recommendations based on various factors, including Connect user activity, custom field values, and interests lists. (For more information, see Configuring Recommendations for Connect on page 178.) Show Private Features to Public Users. To let people who are not logged in view but not access features that they must log in to use, mark this box. If this box is unmarked, features that let people interact with other Connect users, speakers, sessions, and exhibitors do not display to anyone except the authenticated users who can actually use the features. If this box is marked, if a person who is not logged in clicks on a feature that is not available, the system displays a message with a link to the login page that tells that person that login is required to access the feature. NOTES You can also restrict access to features that are added to pages as widgets by clicking the lock icon on the widget until it displays as closed ( ). People who have not accepted your Connect terms and conditions cannot view other people s information in Connect. July Lanyon Solutions, Inc.

103 Lanyon Conference 95 Connect Guide Enable Persistent Scheduling. To allow year round session scheduling when Connect is running as a community application, mark this box. If this box is marked, people can do the following: Choose the month that the My Schedule page in Connect. Click a Schedule Sessions link to display sessions available on a specific day. If you also turn on scheduling (as described previously in step 2), attendees can also add sessions to their personal schedule for that day. Click to change the display to a week or to return to the month display. View scheduled activities. If this box is not marked, the My Schedule page displays only the first week of your event. To view other days, the attendee must choose to edit the schedule and scroll through the days of your event. (For more information about how the My Schedule page displays, see Configuring Settings for the Session Schedule in the Content Setup chapter of the Content Guide.) 4. When you finish setting Connect Preferences, scroll to the bottom and click Update. 5. To set up how and what the Sessions search tab displays, point to Connect on the left navigation bar and click Catalog. The Connect Catalog Search page displays. Below is a partial example: Lanyon Solutions, Inc. July 2014

104 96 Chapter 1 Setup 6. Complete the following fields on the page: In the Search Tabs section, mark Sessions. To make the Sessions page the initial display each time someone accesses the catalog, choose Sessions from the What is the default search tab drop down list. When Sessions is chosen in this field, whenever someone clicks the Browse & Search option on the Site Menu, the Sessions tab displays. In the Search Results, Interests, and Recommendations Display section, find the What displays for Sessions fields and complete any or all of the following fields: Description. To display the session descriptions or abstracts, mark this box. Length. To display the number of minutes each session will last, mark this box. Type. To display the session type (such as breakout or panel discussion), mark this box. Speakers. To display the names of the speakers who will present at each session as part of the session details, mark this box. The speaker name displays under the session description in the catalog. Rating. To let attendees rate sessions and to display any ratings other attendees have entered for each session, mark this box. Show Published Session Files for all. To display a link that lets anyone download any files that have been uploaded, approved, and published to the catalog for sessions, mark this box. Show Published Session Files for ONLY authenticated users. To let only authenticated users see the Download link in the catalog, mark this box. NOTE This setting does not affect session details pages. If an unauthenticated user accesses a session that has associated files, that user can download the files. 7. When you finish setting up the catalog tab, click Update. 8. To apply your changes to the Connect site right away, refresh the cache. (For more information, see Viewing Changes in Connect on page 14.) July Lanyon Solutions, Inc.

105 Lanyon Conference 97 Connect Guide Setting Up Session Details Pages You can let people search for and view information in Connect about sessions for your event that have been approved and published in the Admin Tool. Once a session is listed on the Sessions tab, a person can click that session s name to display details about that session. You drag and configure widgets to choose the information that displays, and where on the page each type of information displays. Depending on your setup, the session details page can display the following information: Session title and description Names of speakers who will present at the session A list of similar sessions A list of other people who have added the session to their interests lists Other people s ratings of the session Additional information about the session (custom field values) You can also let people do the following with sessions: Add sessions to their interests lists Add sessions to their personal schedules View session speakers Connect pages Make comments about sessions in social media Add comments to sessions Connect pages Add their own ratings to the session Download uploaded files or videos that relate to the session Lanyon Solutions, Inc. July 2014

106 98 Chapter 1 Setup By default, all available widgets are assigned to the session details page, as shown in the setup page below: You can remove any widget or reorder the way the widgets display. You can require people to log in before they can see a widget. In addition, some widgets have options that you can configure. NOTE Because you can add more than one of the same widget, you could add two identical widgets and make different settings on both. Then you could lock one and unlock the other. This would let you display different information to authenticated and unauthenticated users. For example, you could add two Additional Information widgets, and have one show the session type and length while the other shows only the session type. You could lock the widget with both details added. This would display only the session type to unauthenticated users, while an authenticated user would see both the session type and the session length. July Lanyon Solutions, Inc.

107 Lanyon Conference 99 Connect Guide Below is an example of a session details page with all of the widgets displayed: The Social Media widget lets users use their social media or accounts to share a link to this page. The Speakers widget can display speaker names, titles, and the companies speakers represent. The Scheduling widget shows when a session will be held and lets users add or remove the session from their schedules. The Title widget displays the session ID and title. The star lets users add the session to their interests lists if you activate the interests list feature. The Description widget displays the session abstract. The Additional Information widget can display session type and session length. The Session Rating widget lets users view the average user rating of a session and click on stars to submit their own rating. The Presentations and Media widgets display any presentation, video, or other media files associated with a session, and let users download those files. The Discussion widget displays the Comments section where users can add comments or view comments posted by other users. The Interested People widget displays the names of any users who have added a particular session to their interests lists. The Similar Sessions widget displays sessions that may be related or similar to the session being viewed Lanyon Solutions, Inc. July 2014

108 100 Chapter 1 Setup Before You Begin Set up the Sessions catalog search tab. (For more information, see Setting Up the Sessions Catalog Search Tab on page 91.) If you plan to use the Additional Information widget to display custom field values for sessions, add the custom fields to one or more of these custom field locations, as appropriate: Connect Session Detail (Public). Fields added to this location display on the session details pages when people have not yet logged in to Connect. Connect Session Detail (Authenticated). Fields added to this location display on the session details pages after people have logged in. (For more information about custom fields, see the Custom Fields chapter of the Administrator Guide. See also About Custom Fields in Connect on page 160.) To set up session details pages 1. On the left navigation bar, point to Connect and click Pages. The Page Setup page displays. 2. Click the Session tab. The page layout for Sessions displays. 3. Do any of the following, as desired: To remove a widget, click the black X in the upper right corner, or drag the widget to the Available Widgets box on the right side. To require that someone log in before viewing a widget, click the open lock icon ( ) to close the lock. When the lock is closed ( ), login is required. To change where each piece of information displays on the tab, drag the widgets to the locations where you want them to display. 4. If you use the Additional Information widget, click the pencil ( ) icon on that widget. Then do any or all of the following to display information on session details pages: To show session types (such as breakout or panel discussion), mark Show Session Type. To show the lengths of sessions, mark Show Session Length. Click Save. NOTE The Additional Information widget also displays any custom fields you add to the Connect Session Detail (Public) or Connect Session Detail (Authenticated) custom field location (depending on whether the person has logged in to Connect). (For more information about custom fields, see the Custom Fields chapter of the Administrator Guide.) July Lanyon Solutions, Inc.

109 Lanyon Conference 101 Connect Guide 5. If you use the Speakers widget, click the pencil ( ) icon on that widget. Then do any or all of the following to display information on session details pages: To display speaker titles, leave Hide Speaker Title unmarked. To display the names of the companies speakers represent, leave Hide Speaker Company unmarked. Click Save. Allowing Videos to Display on Session Pages Connect session details pages can display session related videos. You must add a widget to the Connect Session Page Setup page before this can happen. You can also require people to log in before they can view videos. Session participants can upload video files from within the Speaker Resource Center (SRC) if you have purchased that module, or you can upload the files for them from within the Admin Tool. You must also approve and publish each video file that you want to display in Connect. (For more information, see Managing Presentation and Media Files for Sessions on page 198.) If you will link to any media files instead of uploading them, you can choose to link to a public location (such as YouTube) or a private one (such as the system server). Public locations must list the complete URL of the file. NOTE In addition to the setup described in this task, people can choose to store media files in Amazon s cloud or on Sonic Foundry. Both storage areas require some additional setup in the Admin Tool before people can access any files stored there. (For more information, see Setting Up External Video Storage Areas on page 183.) To allow videos on session pages 1. On the left navigation bar, point to Connect and click Pages. 2. Click the Session tab. 3. Drag the Media widget to the position on the page where you want it to display. 4. To require that people log in before they can view videos, click the open lock icon ( ). When the lock is closed, login is required. 5. To apply your changes to the Connect site right away, refresh the cache. (For more information, see Viewing Changes in Connect on page 14.) Lanyon Solutions, Inc. July 2014

110 102 Chapter 1 Setup Setting Up Waiting Lists If you create a session schedule in the Admin Tool and turn on session scheduling in Connect (as specified by the Turn On Scheduling preference explained in Setting Connect Preferences on page 18), you can choose to enable waiting lists for sessions. If you do this and a session s registration reaches capacity, attendees who try to add the session to their schedules are placed on a waiting list. If a place in the session later becomes available (for example, if a person who is registered for the session drops the session from his or her schedule, or if you increase the capacity for the session), the system will automatically add the session to the schedules of people who are on the waiting list in the same order as the people were placed on the waiting list. You can also have the system send an to let people know when a session has been added to their schedules. You can show in Connect how many people are on session waiting lists, and limit the number of people that can be on a waiting list. You can exclude individual session types from having waiting lists. You can also write a description of your waiting list policy that will display on attendees printed schedules. NOTE You can set up waiting lists without turning on scheduling. However, you must turn on scheduling before people can be placed on waiting lists. To set up waiting lists 1. On the left navigation bar, point to Connect and click Preferences. July Lanyon Solutions, Inc.

111 Lanyon Conference 103 Connect Guide The Connect Preferences page displays. Below is a partial example: 2. Scroll to the Session Preferences section of the page and complete the following fields: Enable Waiting List. To turn on waiting lists, mark this box. Show Number of People on Waiting List. To display the number of attendees on each session s waiting list, mark this box. Waiting List Limit. To limit how many people can be on session waiting lists, enter a number here. When the number of people on a session s waiting list reaches this number, no more attendees can add themselves to that session s waiting list. Waiting List Policy. Enter the waiting list policy for your event. People see this policy when they print their schedule. Send when Seat Available. To have the system send an message to a person when a seat becomes available in a session for which that person is on the waiting list, mark this box Lanyon Solutions, Inc. July 2014

112 104 Chapter 1 Setup People are enrolled in a session in the order in which they were placed on the waiting list, and the system automatically notifies attendees added to the session. If the add/drop time frame has not been met (as defined in the Minutes After Session Start when Add/Drop Not Allowed preference), the person can remove the session from his or her schedule. NOTE If you set up the waiting lists options here, the settings affect all sessions. However, if desired, you can disable waiting lists for a specific session type. To do this, point to Sessions on the left navigation bar, go to the Session Setup area, find the General heading, and click Session Types. Click the name of the type of session for which you want to turn off waiting lists and unmark the Use Waiting List check box. Then click Update. 3. Scroll to the bottom and click Update. 4. To apply your changes to the Connect site right away, refresh the cache. (For more information, see Viewing Changes in Connect on page 14.) Configuring Colors for the Scheduler If you use Connect, you can choose the colors that display on the Scheduler for various session indicators. (For example, you can choose the colors that indicate that someone is a session participant, or that show if someone has marked a session as an interest.) Default colors include the following: Scheduled Session, Conference Event, and Meeting: #66aa33 (apple green) with white text Personal Time: #3366bb (cerulean blue) with white text Participant: #dd6600 (bamboo) with white text Waitlisted: #eedd33 (goldenrod) with black text Session Interest: #dddddd (gray) with black text July Lanyon Solutions, Inc.

113 Lanyon Conference 105 Connect Guide You can change the default colors as well as the text color for each session indicator. The examples below show scheduled sessions in green and waitlisted sessions in yellow: In these examples, a scheduled session displays as green and a waitlisted session displays as yellow. In the Scheduler in Connect, colors are explained in a legend in the left navigation bar. If desired, you can also use different colors for each session type. Colors chosen for a session type display instead of the Scheduled color. (For more information on session types, see Adding Session Types in the Content Setup chapter of the Content Guide.) In the Connect scheduler, the colors are displayed and described in a legend on the left navigation bar. To configure colors for the scheduler 1. On the left navigation bar, point to Sessions, go to the Session Setup area, find the Schedule heading, and click Colors Lanyon Solutions, Inc. July 2014

114 106 Chapter 1 Setup The Session Colors page displays. 2. Click the field to the right of any session type whose color you want to change. The color picker displays. 3. Do any of the following: To change the color family, click and hold the mouse button on the vertical color bar. Then drag the arrow until the large left square displays the color family that you want to choose from. Drag the mouse pointer on the color bar until the left square displays the color family that you want. July Lanyon Solutions, Inc.

115 Lanyon Conference 107 Connect Guide To use a variation of the color displayed in the large square, click and hold the mouse button in the square. Then drag the circle until the left rectangle displays the color you want. Below is an example: Drag the circle in the square until the small left rectangle displays the color you want. Click here to save your choices. To enter red green blue values for the color you want, enter the values in the R, G, and B fields. To enter hue, saturation, or brightness values for the color you want enter the values in the H, S, and B fields on the right. To enter a hex number for the color you want, enter the six digit number in the # field. 4. When you finish choosing the color you want, click the color circle at the bottom right to save your changes and close the color picker. The field you were working with displays the color you choose in the Preview box. Below is an example: Regardless of the method you use to choose your color, the hex number displays in the field and the color you chose displays in the Preview box Lanyon Solutions, Inc. July 2014

116 108 Chapter 1 Setup The item whose color you chose displays in that color in the Scheduler. Below is an example: Items display in the color you chose on a user s schedule in the Scheduler. 5. To use black text instead of white text for any field, mark Use Black Font for the field that should display black text. 6. To manage colors by session type, do the following: To manage colors by session type 1. Mark the Manage colors by session type box. The Session Types fields display. 2. For each session type whose colors you want to choose, repeat steps 3 and 4 of this task. 7. To restore default colors for sessions, click Restore Default Colors and confirm that you want to make the change. 8. When you finish choosing colors for the Scheduler, click Update. July Lanyon Solutions, Inc.

117 Lanyon Conference 109 Connect Guide Setting Up Speaker Pages A speaker is a person who has a person record in the Admin Tool that is linked to a session record. Once that session is approved and published in your event catalog, you can let people view and search for speakers in Connect. You configure two types of speaker pages for Connect: the Speakers catalog search tab and the speaker details page. The Speakers catalog search tab is a clickable tab that displays speaker names, job titles, and companies. Speaker details pages display when someone clicks a speaker s name on a search results tab or a session page. These pages show information about each speaker (such as the speaker s name, photo, sessions where the speaker is presenting, biographical information, and any people, sessions, or exhibitors that the speaker has added to his or her interests list). Some of the information that displays on a speaker details page is taken from speaker records in the Admin Tool. Because of this, you may need to set up some features of Content so that Connect can access the information. This section explains the following tasks: Setting Up Content to Work with Event Speakers Setting Up the Speakers Catalog Search Tab Setting Up Speaker Details Pages Setting Up Content to Work with Event Speakers Because speakers are so closely related to the sessions where they present, the steps that set up Content to work with sessions are the same steps that set up Content to work with speakers. (For details, see Setting Up Content to Work with Sessions on page 90.) Lanyon Solutions, Inc. July 2014

118 110 Chapter 1 Setup Setting Up the Speakers Catalog Search Tab The Speakers catalog search tab can display people who have been assigned as speakers for approved and published sessions that are in your event database. The first time a person accesses the Speakers tab, 50 speakers display. People can browse up to 300 speakers by scrolling to the bottom and clicking Get More Results. Below is an example of the Speakers catalog search tab: Any user can view speakers in Connect. Filters you add display on the left side of Connect. (For more information, see Adding Filters to Searches on page 53.) Clicking a speaker name displays speaker details on a new page. (For more information, see Setting Up Speaker Details Pages on page 113.) Depending on your setup, people can do the following from the Speakers tab: Search for speakers Sort the results list by relevance, first name, last name, or company Click a speaker s name to view that speaker s details page NOTE People can also access speaker details pages by clicking on a speaker s name from a session details page. (For more information about session details pages, see Setting Up Session Details Pages on page 97.) Add the speaker to an interests list Send the speaker a message July Lanyon Solutions, Inc.

119 Lanyon Conference 111 Connect Guide NOTE For unauthenticated users, speakers display on the Speakers tab, but do not display on the People tab. Only people who create Connect user accounts and accept your Connect terms and conditions can see other people s information (including speakers and exhibitor participants) on the People tab. You determine whether the Speakers tab displays. You also choose the information that displays in the Speaker search results. NOTE If desired, you can add filters to the Speaker search so that only speakers who match the criteria of the filters display in search results. (For example, you could add a filter that displays only speakers who will present at a specific type of session.) (For more information, see Adding Filters to Searches on page 53.) Before You Begin If you have not already done so, set up Content to work with speakers. (For more information, see Setting Up Content to Work with Event Speakers on page 109.) To set up the Speakers catalog search tab 1. To set Connect preferences for speakers, point to Connect on the left navigation bar and click Preferences. The Connect Preferences page displays. Below is a partial example: Lanyon Solutions, Inc. July 2014

120 112 Chapter 1 Setup 2. If necessary, complete any or all of the following fields: IMPORTANT The following fields affect other pages as well as speaker pages. You may need to talk with other administrators before you mark or unmark one of these field boxes. Turn On Messaging. To let people send private messages to other Connect users, mark this box. Show Sort Options. To display a drop down list from which people can choose a sort type, mark this box. For example, marking this box lets people sort displayed speakers by relevance, first name, last name, or company. Hide My Interests. To let people create lists of favorite or interesting sessions, speakers, and exhibitors, leave this box unmarked. (For more information on interests lists, see Configuring Interests Pages on page 86.) Show Private Features to Public Users. To let people who have not yet accepted your Connect terms and conditions view features that they must log in to use, mark this box. If this box is unmarked, features that let people interact with other Connect users, speakers, sessions, and exhibitors do not display to anyone but the authenticated users who can actually use the features. 3. When you finish setting preferences, scroll to the bottom and click Update. 4. To set up the Speakers catalog search tab, point to Connect on the left navigation bar and click Catalog. 5. In the Search Tabs section, mark Speakers. 6. In the Search Results, Interests, and Recommendations Display area, mark any of the following: NOTE The items in the Search Results, Interests, and Recommendations Display area also affect people records. You may want to talk to your Registration Administrator before making any changes in this area. To display speakers job titles, mark Job Title. To display the name of the company where speakers work, mark Company Name. 7. When you finish setting up the catalog tab, click Update. July Lanyon Solutions, Inc.

121 Lanyon Conference 113 Connect Guide Setting Up Speaker Details Pages You can let people search for and view information about speakers who have been assigned to approved and published sessions. Once a speaker is listed on the Speakers tab in Connect, a person can click that speaker s name to display details about the speaker. A person can also view a speaker s details page by clicking a speaker s name on a session details page. You drag and configure widgets to choose the details that display, and where on the page each type of information displays. NOTE If people have created an account and accepted your Connect terms and conditions, speakers can also display on the People tab. However, the items displayed for a speaker on a details page accessed from the People tab will match the speaker details page setup, not the people details page. Depending on your setup, the speaker details page can display the following information: Speaker s name, company, and job title Biography of the speaker Photo uploaded by the speaker Sessions where the speaker will present Items added to the speaker s interests lists Additional information about the speaker (custom field values) You can also let people interact with speakers in the following ways: Add them to an interests list Send them messages Add comments to their Connect pages Follow them on social media sites Lanyon Solutions, Inc. July 2014

122 114 Chapter 1 Setup By default, all available widgets are assigned to the speaker details page, as shown in the setup page below: July Lanyon Solutions, Inc.

123 Lanyon Conference 115 Connect Guide You can remove any widget or reorder the way the widgets display. You can also require people log in before they can see a widget. Below is an example of a speaker details page with examples of the widgets that display: The Follow on Social Media widget displays links to any personal social media pages the speaker adds during account creation. The Name/Info widget displays the speaker s name. You can also display the speaker s job title and company. This widget also lets other users click the star to add this speaker to their interests lists. The Picture widget displays the photo a speaker uploads to display on the user and speaker details pages. You can review and approve these photos. The Contact widget displays a link that lets users send messages in Connect to the speaker. The Speaker Bio widget displays the speaker s biography as stored in the Admin Tool. The Session Information widget displays the sessions where the speaker will present. The Additional Information widget displays custom fields that have been added to the Connect Speaker Detail custom field location. The fields display as read-only information. The Discussion widget lets users add comments and view comments added by other users. The Interests widgets display any sessions, exhibitors, and people that have been added to the speaker s interests lists, either when the speaker added them or the system generated them as recommendations. Before You Begin Set up the Speakers catalog search tab. (For more information, see Setting Up the Speakers Catalog Search Tab on page 110.) If you plan to use the Additional Information widget to display custom field values for speakers, add the custom fields to the Connect Speaker Detail custom field location. (For more information about custom fields, see the Custom Fields chapter of the Administrator Guide. See also About Custom Fields in Connect on page 160.) Lanyon Solutions, Inc. July 2014

124 116 Chapter 1 Setup To set up speaker detail pages 1. On the left navigation bar, point to Connect and click Pages. The Page Setup page displays. 2. Click the Speakers tab. The page layout for Speakers displays. 3. Do any of the following, as desired: To remove a widget, click the black X in the upper right corner, or drag the widget to the Available Widgets box on the right side. To require a person to log in before viewing a widget, click the open lock icon ( ) to close the lock. When the lock is closed ( ), login is required. To change where each piece of information displays on the tab, drag the widgets to the locations where you want them to display. 4. To apply your changes to the Connect site right away, refresh the cache. (For more information, see Viewing Changes in Connect on page 14.) Setting Up Exhibitor Pages Exhibitor pages display information about the exhibitors who sign up as sponsors for your event, or who have booths in your exhibit hall. You configure two types of exhibitor pages for Connect: The Exhibitors catalog search tab and the exhibitor details page. The Exhibitors catalog search tab is a clickable tab that displays information such as the exhibitor name, type, description, logo, event booth ID, and web page URL. Exhibitor details pages also display this information, but can also display the exhibitor s address, related sessions, and followers. In Connect, an exhibitor follower is someone who has the exhibitor in his or her interests list. Some of the information that displays on an exhibitor details page is taken from exhibitor records in the Admin Tool. Because of this, you may need to set up some features of Exhibitor so that Connect can access the information. This section explains these tasks: Setting Up Exhibitor to Work with Connect Setting Up the Exhibitors Catalog Search Tab Working with Exhibitor Details Pages July Lanyon Solutions, Inc.

125 Setting Up Exhibitor to Work with Connect Lanyon Conference 117 Connect Guide Conference s Exhibitor features can provide some of the information about exhibitors and exhibitor participants that displays in Connect. If you have purchased the Exhibitor module or plan to display exhibitor information in Connect, complete the following tasks to make the necessary information available in Connect: Set up Exhibitor types, statuses, and exhibitor participant roles. (For details, see Setting Up Exhibitors in the Exhibitor Setup chapter of the Exhibitor Guide.) Define the custom fields you want to use to track information about exhibitors, and assign those fields to custom field locations. (For details, see Adding Custom Fields for General Exhibitor Information in the Exhibitor Setup chapter of the Exhibitor Guide. See also the Custom Fields chapter of the Administrator Guide.) To let exhibitors have a page in Connect and to display exhibitor types in Connect, create exhibitor packages for exhibitors to use to sign up for your event. (For details, see Exhibitor Package Setup in the Exhibitor Setup chapter of the Exhibitor Guide.) To display exhibitor booth information in Connect, set up the Booth Map. (For details, see Booth Map Setup in the Exhibitor Setup chapter of the Exhibitor Guide.) Create exhibitor records. An Exhibitor Manager can create exhibitor records manually in the Admin Tool or through an import. If you have purchased the Call for Demos (CFD) module, potential internal exhibitors can add exhibitor records through the CFD site. If you have purchased the Exhibitor Resource Center (ERC) module, exhibitor participants can add and edit exhibitor records through the ERC. (For details, see Creating an Exhibitor Record in the Exhibitor Management chapter of the Exhibitor Guide.) NOTE On each exhibitor record, make sure to mark Publish Exhibitors in Connect if you want the exhibitor to display in Connect. If you want to keep the exhibitor s details from displaying in Connect, also mark the Disable Details in Connect box. Assign exhibitor participants to exhibitor records. (For details, see Assigning Participants to an Exhibitor in the Exhibitor Participants chapter of the Exhibitor Guide.) Lanyon Solutions, Inc. July 2014

126 118 Chapter 1 Setup To let exhibitor participants edit their exhibitor record in Connect, do the following: Make sure the Owner Assignable preference is turned on for the Network Contact role: To turn on the Owner Assignable preference for the Network Contact role 1. On the left navigation bar, point to Exhibitors, go to the Exhibitor Setup area, find the Participants heading, and click Roles. 2. Choose the Network Contact role. 3. Make sure the Owner Assignable box is marked. (For more details on exhibitor participant roles, see Exhibitor Roles in the Exhibitor Setup chapter in the Exhibitor Guide.) Display the Network Contact role on the appropriate exhibitor management tab(s) in the Admin Tool: To display the Network Contact role in the Admin Tool 1. On the left navigation bar, point to Exhibitors, go to the Exhibitor Setup area, find the General heading, and click Preferences. 2. Scroll down to the Exhibitor Tabs section. 3. Make sure the box is marked for the Network Contact role for the appropriate tab(s). (For more information, see Setting Up Exhibitor Preferences in the Exhibitor Setup chapter in the Exhibitor Guide.) Setting Up the Exhibitors Catalog Search Tab The Exhibitors catalog search tab displays exhibitors who have been approved for your event and who have exhibitor records in your event database. This can include event sponsors as well as exhibitors who will have booths in your exhibit hall. The first time a person accesses the Exhibitors tab, 50 exhibitors display. People can browse up to 300 exhibitors by scrolling to the bottom and clicking Get More Results. July Lanyon Solutions, Inc.

127 Lanyon Conference 119 Connect Guide Below is an example of the Exhibitors catalog search tab: Any user can view exhibitors in Connect. Filters you add display on the left side of Connect and are specific to each tab. (For more information, see Adding Filters to Searches on page 53.) Clicking an exhibitor name displays exhibitor details on a new page. (For more information, see Setting Up Exhibitor Details Pages on page 125.) Depending on your setup, people can do the following from the Exhibitors tab: Search for exhibitors Sort the results list by relevance, exhibitor type, or company name Add exhibitors to their interests lists Ask the exhibitor to contact them (that is, to make them a lead) You determine whether the Exhibitors tab displays. You also choose the information that displays in the Exhibitors search results. NOTE If desired, you can add filters to the Exhibitor search so that only exhibitors who match the search filter criteria display. (For example, you could add a filter that displays only exhibitor types, or only exhibitors with booths in a specific area of your hall.) (For more information, see Adding Filters to Searches on page 53.) Before You Begin If you have not already done so, set up the Conference Exhibitor module to work with exhibitors. (For more information, see Setting Up Exhibitor to Work with Connect on page 117.) Lanyon Solutions, Inc. July 2014

128 120 Chapter 1 Setup To set up the Exhibitors catalog search tab 1. To set Connect preferences for speakers, point to Connect on the left navigation bar and click Preferences. The Connect Preferences page displays. Below is a partial example: 2. In the Exhibitor Preferences section, complete any or all of the following fields: Allow Attendees to Request Information from Exhibitors. To let attendees make their contact information available to exhibitors, mark this box. When this box is marked, a Contact Me option displays on the Exhibitors catalog search tab and, if you use the Lead widget, on exhibitor details pages. If someone clicks the option, his or her information is sent to the exhibitor as a lead. NOTE You use widgets when you set up details pages. For more information, see Setting Up Exhibitor Details Pages on page 125. Hide Edit Account Button on Exhibitor Page. To let exhibitor primary or network contacts edit their exhibitor information in Connect, leave this box unmarked. (To let exhibitors edit custom field values, the custom fields must be added to the Connect Exhibitor Detail (Exhibitor Editable) custom field location. For more information, see About Custom Fields in Connect on page 160.) July Lanyon Solutions, Inc.

129 Lanyon Conference 121 Connect Guide If this box is marked, exhibitor participants must use the Exhibitor Resource Center (ERC) to make any changes to their exhibitor information. 3. If necessary, complete any or all of the following fields: IMPORTANT The following fields affect other pages as well as exhibitor pages. You may need to talk with other administrators before you mark or unmark one of these field boxes. Turn On Messaging. To let people send private messages to other Connect users, mark this box. Show Sort Options. To display a drop down list from which people can choose a sort type, mark this box. For example, marking this box lets people sort displayed exhibitors by type or company. Hide My Interests. To let people create lists of favorite or interesting sessions, speakers, and exhibitors, leave this box unmarked. (For more information on interests lists, see Configuring Interests Pages on page 86.) Hide Recommendations. To display a system generated note in the catalog that identifies a session or an exhibitor that someone might find interesting, leave this box unmarked. If you choose to display recommendations, you must also choose how many recommendations to display for each person, and then generate the recommendations. (For more information, see Configuring Recommendations for Connect on page 178.) Show Private Features to Public Users. To let people who have not yet accepted your Connect terms and conditions view features that they must log in to use, mark this box. If this box is unmarked, features that let people interact with other Connect users, speakers, sessions, and exhibitors do not display to anyone but the authenticated users who can actually use the features. 4. When you finish setting Connect Preferences, scroll to the bottom of the page and click Update. 5. To set up how and what the Exhibitor search tab displays, point to Connect on the left navigation bar and click Catalog Lanyon Solutions, Inc. July 2014

130 122 Chapter 1 Setup The Connect Catalog Search page displays. Below is a partial example: 6. Complete the following fields on the page: In the Search Tabs section, mark Exhibitors. To make the Exhibitors page the initial display each time someone accesses the catalog, choose Exhibitors from the What is the default search tab drop down list. When Exhibitors is chosen in this field, whenever a person clicks the Browse & Search option on the Site Menu, the Exhibitors tab displays. In the Search Results, Interests, and Recommendations Display section, find the What displays for Exhibitors fields and complete any or all of the following fields: Description. To display descriptions of exhibitors, mark this box. Web Page URL. To display the URLs for the exhibitors web sites, mark this box. July Lanyon Solutions, Inc.

131 Lanyon Conference 123 Connect Guide Exhibitor Type. To display exhibitor types, mark this box. The exhibitor type defines the different types of exhibitors you will have at your event and can represent such things as sponsorship levels, booth types, or even booth sizes. Booth. To display exhibitors booth locators, mark this box. Logo. To display exhibitor logos, mark this box. Exhibitors can upload logos in Connect, or in the ERC. In addition, you can upload logos for exhibitors. (For more information, see Managing Product and Media Files for Exhibitors on page 208.) Send Message. To display a link that lets people send messages to exhibitors, mark this box. You must also mark the Turn On Messaging Connect preference to display this link. (For more information, see Setting Connect Preferences on page 18.) Show Published Exhibitor Files for all. To always display any files that relate to an exhibitor and that have been uploaded to the Admin Tool, approved, and published, mark this box. If this box is marked, any Connect user can download the files. Show Published Exhibitor Files for ONLY authenticated users. To display published exhibitor files to only people who have a Connect user account, mark this box. NOTE If you mark both Show Published Exhibitor Files for all and Show Published Exhibitor Files for ONLY authenticated users, everyone who accesses Connect will be able to view session files. 7. When you finish setting up the catalog tab, click Update. 8. To apply your changes to the Connect site right away, refresh the cache. (For more information, see Viewing Changes in Connect on page 14.) Lanyon Solutions, Inc. July 2014

132 124 Chapter 1 Setup Working with Exhibitor Details Pages You can let people view information about exhibitors. If necessary, you can hide individual exhibitor details in Connect. You can also set up Connect to display videos on exhibitor pages. Exhibitor participants (Primary Owners, Owners, and Network Contacts) can add and edit their company s exhibitor details in Connect or from the Exhibitor Resource Center (ERC), even before you publish the exhibitor page. The Network Contact can: Edit the exhibitor name, description, address, web URL, and staff lists Add links to relevant documents and videos Upload a logo or other relevant files NOTE Any files on the exhibitor page display with the newest on top. Network Contacts can drag and drop the files to change the order. Your event administrator can: Choose whether to publish a specific exhibitor s information, files, and videos to Connect. Choose whether to let people access exhibitor details pages. Edit the name or type of an exhibitor video, change the video s embed code and setting, publish or unpublish a video, and remove a video from the exhibitor s account. (For more information, see Adding or Reviewing Videos for an Exhibitor on page 211.) View an exhibitor s uploaded video by copying and pasting the video s code or URL from the exhibitor s Media page into a browser s address bar. Edit the name, description, or type of an exhibitor file, upload and view files, and remove a file from the exhibitor s account. (For more information, see Managing Files on an Exhibitor s Details Page on page 208.) View an exhibitor s uploaded file by downloading the file from the exhibitor s Exhibitor Files page. (For information on how files display on the Connect Files tab, see Setting Up the Files Catalog Search Tab on page 133.) NOTE If you have purchased the Exhibitor Resource Center (ERC) module, exhibitors can also edit exhibitor records and complete exhibitor tasks in the ERC. Event administrators can complete some tasks for exhibitors in the Admin Tool. (For more information, see Completing Exhibitor Tasks in the Admin Tool in the Exhibitor Management chapter of the Exhibitor Guide.) July Lanyon Solutions, Inc.

133 Lanyon Conference 125 Connect Guide This section explains these topics: Setting Up Exhibitor Details Pages Hiding a Specific Exhibitor s Details Page Displaying Related Sessions on Exhibitor Details Pages Allowing Videos to Display on Exhibitor Pages Setting Up Exhibitor Details Pages You can let people search for and view information about exhibitors who have been approved for your event. Once an exhibitor is listed on the Exhibitors tab in Connect, a person can click that exhibitor s name to display details about the exhibitor. You drag and configure widgets to choose the information that displays, and where on the page each type of information displays. Depending on your setup, the exhibitor details page can display the following information: Exhibitor s name, description, logo, and exhibit hall booth location Names of booth staff or other exhibitor contacts Sessions related to the exhibitor or the exhibitor s products Links to documents or other media uploaded by the exhibitor Other people who are following the exhibitor (that is, who have added the exhibitor to their interests lists) Additional information about the exhibitor (custom field values) You can also let people do the following with exhibitors: Add exhibitors to an interests list Send messages to exhibitor participants Add comments to the exhibitor s detail page Make comments about the exhibitor in social media Follow the exhibitor on social media Let the exhibitor know that they would like to be contacted with further information (that is, make themselves exhibitor leads) Download any uploaded files or videos that relate to the exhibitor If you use the Staff widget on the exhibitor details page, exhibitor participant names can display on the exhibitor details page as links. A person who clicks on an exhibitor participant name sees a details page for that participant. (For more details about people details pages, see Configuring People Details Pages on page 83.) Lanyon Solutions, Inc. July 2014

134 126 Chapter 1 Setup By default, all available widgets are assigned to the exhibitor details page, as shown in the setup page below: July Lanyon Solutions, Inc.

135 Lanyon Conference 127 Connect Guide You can remove any widget or reorder the way the widgets display. You can also require people to log in before they can see a widget. NOTE Because you can add more than one of the same widget, you could add two identical widgets, make different settings on both, lock one, and unlock the other. This would let you display different information to authenticated and unauthenticated users. For example, you could add two Location widgets, and have one show the exhibitor s street address, web URL, and booth location while the other shows only the street address. You could lock the widget with multiple details. This would display only the exhibitor s street address to unauthenticated users, while an authenticated user would see all of the exhibitor s locations Lanyon Solutions, Inc. July 2014

136 128 Chapter 1 Setup Below is an example of an exhibitor details page with all of the widgets displayed: The Social Media widget lets users use their social media or accounts to share a link to this page. The Name widget displays the exhibitor s name. The star lets users add the exhibitor to their interests lists if you activate the interests list feature. The Contact widget displays a link that lets users send messages in Connect to the exhibitor. The Related Sessions widget displays sessions that may be related to the exhibitor in some way. The Logo widget displays an uploaded exhibitor logo. The Description widget displays a description of the exhibitor. The Location widget lists the places where an exhibitor is found. The Additional Information widget can display information added using custom fields. The Staff widget lists the names of exhibitor participants, typically those who will work at the exhibitor s booth in your event s exhibit hall. The Lead widget lets users give their contact information to the exhibitor. The Followers widget displays users who have added the exhibitor to their interests lists. The Discussion widget displays the Comments section where users can add comments or view comments posted by other users. The Follow on Social Media widget lets users link to follow an exhibitor using the exhibitor s social media site. The Media and Document Download widgets display any product, video, or other media files associated with an exhibitor, and let users download those files. July Lanyon Solutions, Inc.

137 Lanyon Conference 129 Connect Guide Before You Begin Set up the Exhibitors catalog search tab. (For more information, see Setting Up the Exhibitors Catalog Search Tab on page 118.) If you plan to use the Additional Information widget to display custom field values for exhibitors, add the custom fields to one or more of these custom field locations, as appropriate: Connect Exhibitor Detail (Public). Fields added to this location display on the exhibitor details pages when people have not yet logged in to Connect. Connect Exhibitor Detail (Authenticated). Fields added to this location display on the exhibitor details pages after people have logged in. Connect Exhibitor Detail (Exhibitor Editable). Fields added to this location may be edited by the exhibitor owner and network contact, if you have enabled the Edit Account button on the exhibitor details page. (Editing is controlled by the Hide Edit Account Button on Exhibitor Page preference explained in Setting Up the Exhibitors Catalog Search Tab on page 118). (For more information about custom fields, see the Custom Fields chapter of the Administrator Guide. See also About Custom Fields in Connect on page 160.) If you plan to use the Related Session widget, complete the required set up to map sessions to exhibitors. (For instructions, see Displaying Related Sessions on Exhibitor Details Pages on page 130.) To set up exhibitor details pages 1. On the left navigation bar, point to Connect and click Pages. the Page Setup page displays. 2. Click the Exhibitors tab. The page layout for exhibitors displays. 3. Do any of the following, as desired: To remove a widget, click the black X in the upper right corner, or drag the widget to the Available Widgets box on the right side. To require that a person log in before viewing a widget, click the open lock icon ( ) to close the lock. When the lock is closed ( ), login is required. 4. To change where each piece of information displays on the tab, drag the widgets to the locations where you want them to display Lanyon Solutions, Inc. July 2014

138 130 Chapter 1 Setup Hiding a Specific Exhibitor s Details Page If desired, you can hide a specific exhibitor s details page. This setting overrides the general catalog settings you make for Connect. To hide a specific exhibitor s details page 1. In the Admin Tool, find and open the exhibitor record whose details you want to hide. 2. On the General Exhibitor Information page, mark Disable Details in Connect. 3. Click Update. Displaying Related Sessions on Exhibitor Details Pages You can add the Related Sessions widget to the Connect exhibitors details page to display event sessions which are relevant to specific exhibitors. (For example, on the details page of an exhibitor who sells routers, you could display sessions that deal with installing or troubleshooting routers.) You map related sessions to exhibitors by assigning the Exhibitor Relevant Sessions custom field to both the exhibitor record and the session record, and then identifying identical custom field values on the session records and exhibitor records that are relevant to each other. Sessions will display on exhibitor details pages when custom field values match in the Exhibitor Relevant Sessions custom field on both records. NOTE This task assumes that you know how to set up custom fields and assign them to custom field locations. (For instructions on these tasks, see the Custom Fields chapter in the Administrator Guide.) Steps 5 and 6 in the task below explain how to apply custom field values to records through the Admin Tool. You may also be able to use one of the following methods to apply the matching Exhibitor Relevant Sessions values to exhibitor and session records: Allow exhibitor owners to choose values through the Exhibitor Resource Center (ERC). To do this, add the Exhibitor Relevant Sessions field to a custom field location that will display in the ERC (such as the Exhibitor Company Info Reg (ERC) location). You might change the display name of the field from Exhibitor Relevant Sessions to Company Focus or Industry. Allow exhibitor participants who can edit Connect pages to choose values in Connect. To do this, add the Exhibitor Relevant Sessions field to the Connect Exhibitor Detail (Exhibitor Editable) custom field location. You might change the display name of the field from Exhibitor Relevant Sessions to Company Focus or Industry. July Lanyon Solutions, Inc.

139 Lanyon Conference 131 Connect Guide Allow session participants to choose values through the Speaker Resource Center (SRC). To do this, add the Exhibitor Relevant Sessions field to a custom field location that will display in the SRC, such as the Session Detail (SRC) location. You might change the display name of the field from Exhibitor Relevant Sessions to Session Topic. Configure a value for an existing field to automatically assign a specific Exhibitor Relevant Sessions value. For example, if you already have an Industry custom field used to identify the industry for exhibitors, you can map values for the Industry field to similar values for the Exhibitor Relevant Sessions field. (For instructions, see Auto Assigning a Value when Another Value Is Selected in the Custom Fields chapter in the Administrator Guide.) For all these methods, you must still also add the Exhibitor Relevant Sessions custom field to exhibitor records and session records and choose matching values as explained in steps 1 through 4 below. To display related sessions on exhibitor details pages 1. Decide on the words or phrases that you want to use as custom field values to match exhibitors with sessions. (For example, you could add values such as Security, Cloud Computing, and Endpoint Management.) 2. Add the custom field values to the Exhibitor Relevant Sessions custom field. 3. Add the Exhibitor Relevant Sessions custom field to a custom field location that will display in session records in the Admin Tool (such as the Session Details (Admin) custom field location). 4. Add the Exhibitor Relevant Sessions custom field to a custom field location that will display in exhibitor records in the Admin Tool (such as the Exhibitor Admin Info custom field location). 5. Do the following to the record of each exhibitor to which you want to assign related sessions: To prepare an exhibitor record to display related sessions 1. Find and open the exhibitor record on whose details page you want to display related sessions. 2. Find the Exhibitor Relevant Sessions custom field and choose the values you want to use to match this exhibitor with sessions. 3. Click Update to save your changes Lanyon Solutions, Inc. July 2014

140 132 Chapter 1 Setup 6. Do the following to the record of each session that you want to display on exhibitor details pages: To display a session record on an exhibitor details page 1. Find and open the record of a session that you want to display on an exhibitor s details page. 2. Find the Exhibitor Relevant Sessions custom field and choose the values that you want to use to match this session with exhibitors. 3. Click Update to save your changes. If the value for the Exhibitor Relevant Sessions field in a session record matches the value for that field in the exhibitor record, the Related Sessions section on the exhibitor s detail page will display a link to information about that session. Allowing Videos to Display on Exhibitor Pages Connect exhibitor details pages can display exhibitor related videos. You must add a widget to the Connect Exhibitor Page Setup page before this can happen. You can also require people to log in before they can view videos. Exhibitor owners can upload video files from within Connect or from within the Exhibitor Resource Center (ERC) if you have purchased that module, or you can upload the files for exhibitors from within the Admin Tool. You must also approve and publish each video file that you want to display in Connect. (For more information, see Managing Product and Media Files for Exhibitors on page 208.) If you will link to any media files instead of uploading them, you can choose to link to a public location (such as YouTube) or a private one (such as the system server). Public locations must list the complete URL of the file. NOTE In addition to the setup described in this task, people can choose to store media files in Amazon s cloud or on Sonic Foundry. Both storage areas require some additional setup in the Admin Tool before people can access any files stored there. (For more information, see Setting Up External Video Storage Areas on page 183.) To allow videos on exhibitor pages 1. On the left navigation bar, point to Connect and click Pages. 2. Click the Exhibitor tab. 3. Drag the Media widget to the position on the page where you want it to display. 4. To require that people log in before they can view videos, click the open lock icon ( ). When the lock is closed, login is required. 5. To apply your changes to the Connect site right away, refresh the cache. (For more information, see Viewing Changes in Connect on page 14.) July Lanyon Solutions, Inc.

141 Lanyon Conference 133 Connect Guide Setting Up the Files Catalog Search Tab The Files catalog search tab displays session files that have been uploaded, approved, and published. Speakers can upload files in the SRC related to the sessions where they will present. The Files catalog search tab also displays exhibitor files that have been uploaded. Exhibitor participants can upload files in the ERC related to their companies products, or directly to their exhibitor details page in Connect. If necessary, you can upload files for sessions and exhibitors from within the Admin Tool. (For more information, see Adding and Publishing Media on Session and Exhibitor Connect Pages on page 198.) The first time a person accesses the Files tab, 50 files display. People can browse up to 300 files by scrolling to the bottom and clicking Get More Results. Below is an example of the Files catalog search tab: Filters you add display on the left side of Connect and are specific to each tab. (For more information, see Adding Filters to Searches on page 53.) You can hide interaction options on the right side of the page for unauthenticated users. Depending on your setup, people can do the following from the Files tab: Click a file name or Download link to download a file, Click a session or exhibitor related to a file to display the session s or exhibitor s details page, Lanyon Solutions, Inc. July 2014

142 134 Chapter 1 Setup Add a file to their interests lists. NOTES Videos attached to exhibitors or sessions do not display on the Files catalog search tab. To access videos, people must access exhibitor or session details pages. If desired, you can add filters to the File search so that only files that match the criteria of the filters display. (For example, you could add a filter that displays only files associated with a specific type of session.) (For more information, see Adding Filters to Searches on page 53.) To set up the Files catalog search tab 1. To set Connect preferences for files, point to Connect on the left navigation bar and click Preferences. The Connect Preferences page displays. Below is a partial example: July Lanyon Solutions, Inc.

143 Lanyon Conference 135 Connect Guide 2. If necessary, complete any or all of the following fields: IMPORTANT The following fields affect other pages as well as files pages. You may need to talk with other administrators before you mark or unmark one of these field boxes. Hide My Interests. To let people create lists of favorite or interesting sessions, speakers, exhibitors, and files, leave this box unmarked. (For more information on interests lists, see Configuring Interests Pages on page 86.) Show Private Features to Public Users. To let people who have not yet accepted your Connect terms and conditions view features that they must log in to use, mark this box. If this box is unmarked, features that let people interact with other Connect users, speakers, sessions, exhibitors, and files do not display to anyone but the authenticated users who can actually use the features. 3. When you finish setting Connect Preferences, scroll to the bottom of the page and click Update. 4. To set up how and what the Files search tab displays, point to Connect on the left navigation bar and click Catalog. The Connect Catalog Search page displays. Below is a partial example: 5. In the Search Tabs section, mark Files. 6. When you finish setting up the catalog tab, click Update. 7. To apply your changes to the Connect site right away, refresh the cache. (For more information, see Viewing Changes in Connect on page 14.) Lanyon Solutions, Inc. July 2014

144 136 Chapter 1 Setup Using a Microblog You can set up a microblog feature for Connect. The microblog lets Connect users post comments and reply to comments that have already been posted in the microblog. You can display the microblog on the Connect landing page. Below is an example: If a post is made by an unauthenticated user, the user s name will not display with the post. Instead, the post will show as posted by Anonymous. People can search for microblog entries using text in posts or submitter names. The system displays the date and time of each post. People can click to create a new post. People can click to reply to an existing post. The system tracks the number of replies each post has. Clicking the number of replies will display the replies list. You can also let people access the microblog from a button on Connect pages other than a landing page. Below is an example: The system displays the date and time of each post. If you set this up, people can click a button on pages other than the Connect landing pages to access the microblog. People can click to reply to an existing post. The system tracks the number of replies each post has. People can search for microblog entries using text in posts or submitter names. People can click to create a new post. If a post is made by an unauthenticated user, the user s name will not display with the post. Instead, the post will show as posted by Anonymous. If desired, you can hide individual posts. You can also block posts containing specific text. July Lanyon Solutions, Inc.

145 Lanyon Conference 137 Connect Guide This section explains the following tasks: Setting Up a Microblog Reviewing Microblog Posts Blocking Specific Words and Phrases Setting Up a Microblog You can display your microblog on landing pages. You can also let people access your microblog from all other pages in Connect. If desired, you can change the number of posts that display and the number of characters that can be entered in a single post. To set up a microblog 1. Do one of the following to display your microblog on a landing page: To display the microblog option to any Connect user, add the microblog widget to the unauthenticated landing page. (For more information, see Configuring the Unauthenticated Landing Page on page 67.) To display the microblog option to only people who log in to Connect, add the microblog widget to the authenticated landing page. (For more information, see Configuring the Authenticated Landing Page on page 70.) 2. On the left navigation bar, point to Connect and choose Preferences. The Connect Preferences page displays. 3. Complete the following fields: Microblog Latest Number. Enter the number of posts that should display in the microblog. The default is five (5). The most recent posts will display, with the newest at the top. NOTE This setting also affects the Conference Mobile application. (For more information, see the Mobile Guide.) Show Microblogs on all pages. To display a link to the microblog on all pages of Connect, mark this box. When you mark this box, the system displays a button at the bottom of every page in Connect except the dashboard. When someone clicks the button, a dialog box displays the microblog dialog box. Allow anonymous posts. Mark this box if you added the microblog widget to the Unauthenticated Landing page and want to let people who access the page not only read the microblog but add posts of their own Lanyon Solutions, Inc. July 2014

146 138 Chapter 1 Setup Instead of the poster s name, the word anonymous displays after the post. You can remove posts by unauthenticated (anonymous) users but you cannot identify or contact these users. (For more information, see Reviewing Microblog Posts on page 138.) NOTE If you do not allow anonymous posts, when someone tries to post a comment, the system displays an option to log in or create a user account. Microblog Character Limit. Enter the maximum number of characters (up to 4000) that someone can enter in a single microblog entry. The default is 40. As a person enters a post, the system lets the person know how many characters he or she can still enter. Below is an example: When a person creates a reply or a post, the system tracks how many characters the person has entered. This lets the person see how many more characters they can enter. 4. Scroll to the bottom and click Update. Reviewing Microblog Posts You can view a list of all microblog posts. If necessary, you can prevent individual posts from displaying in Connect. To review microblog posts 1. On the left navigation bar, point to Reports, find the General area, and click Reports List. The reports tabs display. 2. Click the Connect tab. 3. Click Microblogs. July Lanyon Solutions, Inc.

147 Lanyon Conference 139 Connect Guide A list of all microblog posts displays, including the text of the post, the poster s name (or the word Anonymous if you allow anonymous posts), and the date and time of the post. Below is an example: 4. Do any of the following, as desired: Click a green check mark beside a specific post to prevent that post from displaying in Connect. You can also click a clear check mark to re display that post. NOTE Check mark changes also affect whether the post displays in Mobile. Click a poster s name to open the person record of the poster. Enter text in the Filter field to find posts containing the text you enter. Click Sort by Conversation to display original posts with their replies. Click Print to print the list. Click Export to CSV to export the list. The exported list includes a post s ID, the text and date of the post, and the poster s ID and address Lanyon Solutions, Inc. July 2014

148 140 Chapter 1 Setup Blocking Specific Words and Phrases You can have the system prevent people from posting specific words or phrases on your microblog. To set this up, you add the words and phrases to a special list in the Admin Tool. As soon as a word or phrase is on the list, any post or reply containing the word or phrase will not display in the microblog. NOTES The system does not block words or phrases posted before you make the list. If you add a word or phrase to the list after someone has used it in a post, you can block that post. (For more information, see Reviewing Microblog Posts on page 138.) Any text added to this list is blocked in both Mobile and Connect. To block specific words and phrases 1. On the left navigation bar, point to Reports, find the General area, and click Reports List. The reports tabs display. 2. Click the Connect tab. 3. Click Bad Words. The Bad Words List report displays. 4. In the displayed field, enter a word or phrase you want to block. 5. Click Add Word. The system displays the words and phrases you enter in numeric alphabetical order. Below is an example: 6. To remove a word or phrase from your list and allow it to display after you have blocked it, click the red X beside the word or phrase. If you do this, you may also want to re display any posts containing the word or phrase that is no longer blocked. (For more information, see Reviewing Microblog Posts on page 138.) July Lanyon Solutions, Inc.

149 Lanyon Conference 141 Connect Guide Using Maps in Connect If your event is at a large venue, you may want to provide maps in Connect to help your attendees find their way around during the event. You can configure two types of maps to display in Connect: Exhibit Hall maps can help attendees locate booths in your event s exhibit hall. Venue maps can help attendees locate session rooms or areas at your event. To identify specific locations in your venue or exhibit hall, you can add interactive areas to a map. People can click or tap on these special areas to get more information. (For example, clicking an interactive area on a venue map displays information about sessions held or services available in the area. Clicking an interactive area on an exhibit hall map displays information about the exhibitor whose booth is represented by the area.) You can configure multiple maps of each type. (For example, if exhibitor booths will be located in two halls, you can configure two exhibit hall maps, one for each hall. You could also configure a map for each floor of your venue.) This section explains these topics: Overview of Maps Uploading a Map Making a Map Interactive Changing the Color for an Interactive Area Modifying a Map Publishing a Map Lanyon Solutions, Inc. July 2014

150 142 Chapter 1 Setup Overview of Maps You can use maps in Connect to help attendees find session rooms, exhibit booths, and other locations at your event. To help you plan your map setup, the following figures show sample maps, and indicate the areas that you can set up. Figure 1-7: Accessing maps from the Connect Home page Setup Choice You choose which maps are available in Connect. (For details, see Publishing a Map on page 159.) Users can choose a map from the Maps drop-down list in the Event section in Connect. July Lanyon Solutions, Inc.

151 Lanyon Conference 143 Connect Guide Figure 1-8: Map types Setup Choice You upload each map that you want to display to users. (For details, see Uploading a Map on page 145.) Venue maps display a floor plan of the place where your event is being held. Exhibit hall maps display a layout of the booths and service areas of the exhibit hall Lanyon Solutions, Inc. July 2014

152 144 Chapter 1 Setup Figure 1-9: Interactive maps When a user clicks or taps an interactive area on a venue map or chooses to view a session room from a session information page, a pop-up shows the name of the room and indicates its location. Setup Choice You determine what displays on each interactive map. (For details see Making a Map Interactive on page 147.) Setup Choice You can choose the colors that display for areas that you add to a map.(for details, see Changing the Color for an Interactive Area on page 156.) When a user clicks or taps an interactive area on an exhibitor map or chooses to view a booth from an exhibitor information page, a pop-up displays the name of the exhibitor and the booth number where the exhibitor can be found and indicates the location of the booth in the hall. Clicking More on an exhibitor pop-up displays the exhibitor information page. July Lanyon Solutions, Inc.

153 Lanyon Conference 145 Connect Guide Uploading a Map You can add venue maps and exhibit hall maps to the Conference system. You do this by uploading a graphic of each map. For a venue map, upload a graphic of the floor plan. For an exhibit hall map, upload a graphic that shows the booth layout. You can add as many exhibit hall and venue maps as you need. (For example, if exhibitor booths will be located in two halls, you can configure two exhibit hall maps, one for each hall.) If you upload and publish multiple maps of a single type, people are prompted to choose which map they want to view. IMPORTANT Uploading a map does not display the map to Connect users. You must also publish each map separately. (For more information, see Publishing a Map on page 159.) Before You Begin Create or find the maps you want. Contact your event venue to see if they can provide maps. Hard copy maps can be scanned and saved digitally. Alternatively, many convention centers or event halls have site maps on their web sites. Save the maps that you want to use on a location accessible to your workstation as.png files. NOTE You can upload maps with file formats other than.png, but the system saves all uploaded images as.png files. Uploading a.png file initially may speed up the process. IMPORTANT Your map files should be no larger than 500K, or 2000 X 2000 pixels. To upload a map 1. On the left navigation bar, point to Connect and click Maps. The Maps page displays. 2. On the right options menu, click Add Map Lanyon Solutions, Inc. July 2014

154 146 Chapter 1 Setup The Add/Edit Map dialog box displays. 3. Complete the following fields: Name. Enter a name for the map. Type. Choose one of the following: To upload a layout of the exhibit hall, mark Exhibit Hall Map. To upload a floor plan of your event, mark Venue Map. (For examples of the types of maps, see Figure 1 8 on page 143.) Publish. Leave these boxes unmarked until you are ready for your map to display to Connect users. (For more information about publishing a map, see Publishing a Map on page 159.) Map Image. Click Choose File; then find and double click the name of the image file of the map that you want to upload. An image of the map displays on the Add/Edit Map dialog box. 4. Click Save. 5. Do one of the following: If you want to make this map interactive, continue with Making a Map Interactive on page 147. If you are ready to let people see the map in Connect, continue with Publishing a Map on page 159. July Lanyon Solutions, Inc.

155 Lanyon Conference 147 Connect Guide Making a Map Interactive After you upload a map to the Admin Tool (as explained in Uploading a Map on page 145), you can add special interactive areas to the map. When a person clicks or taps one of these interactive areas, a pop up displays more information about the area. Before you add interactive areas, you should understand how these areas function for the type of map you are setting up (exhibitor map vs. venue map). This section explains these topics: About Interactive Exhibitor Maps About Interactive Venue Maps Adding Interactive Areas to a Map About Interactive Exhibitor Maps Exhibit hall maps let you add a separate interactive area for each booth in your exhibit hall. If you add booths to your exhibit hall maps, when a person chooses a link in Connect, that person can choose to view an exhibit hall map. On the map, when a person chooses a booth area, a pop up displays the booth number. If you link exhibitors to booths, the pop up also includes the name of the exhibitor assigned to that booth and a link that accesses the Exhibitor View page. This lets a person pinpoint the location of a specific exhibitor booth Lanyon Solutions, Inc. July 2014

156 148 Chapter 1 Setup People can also access the booth map from a link on the Exhibitor View page. Below is an example: User can click the Location link to display the exhibit hall map and a marker indicating the location of the booth. Users can click the More link to return to the Exhibitors View page. NOTE If you want an exhibitor to display in Connect you must mark Publish Exhibitors in Connect on the exhibitor record. If you want to display only an exhibitor s name in Connect, also mark Disable Details in Connect on the exhibitor record. (For more information, see Creating an Exhibitor Record in the Exhibitor Management chapter of the Exhibitor Guide.) Each exhibitor type can have a separate assigned booth color. You can also assign specific colors to specific booths. (For more information on setting colors for exhibitor types, see Creating Exhibitor Types in the Exhibitor Setup chapter of the Exhibitor Guide. For more information about setting specific colors for specific booths, see Changing the Color for an Interactive Area on page 156.) You assign an exhibitor to booths after the exhibitor has purchased a booth package. (For more information, see Assigning an Exhibitor to a Booth in the Exhibitor Management chapter of the Exhibitor Guide.) July Lanyon Solutions, Inc.

157 Lanyon Conference 149 Connect Guide About Interactive Venue Maps Venue maps let you add a separate interactive area for each session room in your event venue. If you add interactive areas to your venue maps, when a person chooses a link in Connect, that person can choose to view a venue map. On the map, when someone chooses an interactive area, a pop up displays the area s name or room number. If you add rooms to a venue map and set up your schedule using those rooms, people can access the venue map from a link on the Sessions tab. When a person views a session that has been scheduled in a room you have added to your map, clicking the link displays the map with the pop up indicating the room where the session will be held. This lets a person pinpoint the location of a specific session. Below is an example: Users can click a room name to display the venue map and a marker indicating the location of the session Lanyon Solutions, Inc. July 2014

158 150 Chapter 1 Setup You set up venue rooms and areas when you set up your schedule. If you use the same names for interactive areas on a venue map as you use for sessions or other activities on your schedule, the areas are linked to the matching rooms. (For more information on schedule setup, see Setting Up Session Details Pages on page 97.) NOTE Any change you make to a map that changes the look of the map (such as adding a location or a shape) requires that you republish the map. (For more information, see Publishing a Map on page 159.) Adding Interactive Areas to a Map You can add interactive areas to exhibit hall and venue maps. These interactive areas can help people locate specific booths or rooms from Connect. Before You Begin Upload to the Admin Tool the venue or exhibit hall maps that you want to make interactive. (For instructions, see Uploading a Map on page 145.) If you are setting up a venue map and you want people to be able to view where specific sessions will be held, do the following: If you have not already done so, read About Interactive Venue Maps on page 149. Set up the rooms that you want to display on your map. (For instructions, see Setting Up Rooms in the Content Setup chapter of the Content Guide.) NOTE The steps below describe how to add to your map interactive areas that represent rooms at your venue. However, if you want to use the rooms to set up your schedule and you want Connect to be able to display the locations of specific sessions, you must enter room capacities and identify session types for rooms as described in the Content Guide task referenced above. If you are setting up an exhibit hall map and you want people to be able to view the location of exhibitors booths, do the following: If you have not already done so, read About Interactive Exhibitor Maps on page 147. If necessary, create additional exhibitor types. (For instructions, see Creating Exhibitor Types in the Exhibitor Setup chapter of the Exhibitor Guide.) July Lanyon Solutions, Inc.

159 Lanyon Conference 151 Connect Guide If desired, add custom fields to the Booths page. These custom fields let you store information specific to each booth. The fields display on the Add Booth and Modify Booth pages in the Admin Tool. (For more information, see Adding Custom Fields to the Booths Page in the Exhibitor Setup chapter of the Exhibitor Guide.) NOTE You can also add custom fields to the page exhibitors see when they choose booths. (For more information, see Adding Custom Fields to the Booth Choices Page in the Exhibitor Setup chapter of the Exhibitor Guide.) Add exhibitor booths to the Booths page. (For instructions, see Adding Booths on an Exhibit Hall Map in the Exhibitor Setup chapter of the Exhibitor Guide.) NOTE The steps below describe how to add to your map interactive areas that represent booths in your exhibit hall. However, if you want to use the Admin to assign booths to exhibitors, you must assign exhibitor types to the booths as described in the Exhibitor Guide task referenced above. If you want the map to show different colors for booths based on exhibitor types, add exhibitor type colors. (For instructions, see Specifying ERC Booth Colors for Exhibitor Types in the Exhibitor Setup chapter of the Exhibitor Guide.) IMPORTANT You cannot use Microsoft Internet Explorer to configure interactive maps. Explorer does not completely support HTML5, which is required to configure a map Lanyon Solutions, Inc. July 2014

160 152 Chapter 1 Setup To make a map interactive 1. On the left navigation bar, point to Connect and click Maps. The Maps page displays any maps you have uploaded. Below is an example: 2. Hover the mouse pointer over the gear icon ( ) for the map you want to make interactive and choose Configure Map. The map you uploaded displays. Below is an example: The list on the left displays the interactive areas for the map. Areas that have already been added to the map display in green. The area you are working with displays in blue. Areas that have been created but not added to the map (or that have been removed from the map) display in white. July Lanyon Solutions, Inc.

161 Lanyon Conference 153 Connect Guide 3. Do one of the following: In the list on the left, find the room or booth that you want to add to the map as an interactive area. Then hover the mouse pointer over the gear icon ( ) of the area and click Modify. If you have not already added the room or booth for the area, click on a place on the map that you want to activate, or click Add in the upper right corner. The Add/Edit Room or Add/Edit Booth dialog box displays. The basic area where the area will display is noted in the X and Y fields. The default width and height for booths or areas displays in the Width and Height fields. 4. Complete the following fields: Booth Name/Number or Room Name/Number. Enter a unique name or number for the area that you want to activate. Booth Description or Room Description. Enter text describing how the area will be used. Shape. Choose whether the area should have squared corners or be circular. Fill. Click the field and use the color picker that displays to choose the color that you want to use to identify this area on the map. You can enter RGB numbers, hue/saturation/brightness values, or hex color codes, if desired. The color you choose displays on the color picker Lanyon Solutions, Inc. July 2014

162 154 Chapter 1 Setup (For help using the color picker, see Changing the Color for an Interactive Area on page 156.) NOTES If you do not choose a color for a venue map interactive area, the area displays in the color defined for the session type. (For more information, see Configuring Colors for the Scheduler in the Content Setup chapter of the Content Guide.) If you do not choose a color for a booth map interactive area, the area displays in the color defined for an exhibitor type. (For more information, see Specifying ERC Booth Colors for Exhibitor Types in the Exhibitor Setup chapter of the Exhibitor Guide.) X. Enter a number that represents the horizontal location of the area you want to activate (an X co ordinate). Y. Enter a number that represents the vertical location of the area you want to activate (a Y co ordinate). Width. Enter a width in pixels for the area you want to activate. Height. Enter a height in pixels for the area you want to activate. Rotation. Enter the number of degrees that you want the area to rotate. To leave the area un rotated, enter 0 (zero). NOTE If you do not know the exact position or dimensions of the interactive area, enter an estimate. You can move and shape the area after you finish with this dialog box. 5. Click Save. 6. To position the area you defined, do any of the following: Click the area and drag it to the map location you want. Then use the handles to match the area shape with the area on the map that represents the area you defined. Click the booth icon and drag to move the booth. Release the mouse to place the booth in its new location. Click the handle on a booth icon and drag to change the size of the booth. July Lanyon Solutions, Inc.

163 Lanyon Conference 155 Connect Guide In the bar across the top of the map, edit the X and Y co ordinates as well as the width, height, and rotation fields to position the area where you want it. Find the area that you want to position. Then hover the mouse pointer over the gear icon ( ) for the area and click Modify. Make any desired changes and click Save. NOTE To quickly locate a defined area, click the name of the area on the left side of the map. The map will center on the area. 7. To add additional interactive areas to the map, click + Add in the upper right corner and complete steps 3 and 4 of this task. 8. When you finish adding interactive areas, click Back in the upper left corner. The Maps page displays. 9. Do one of the following, depending on the type of map you are setting up: To link sessions to rooms on the venue map 1. Add, approve, and publish session records. (For instructions, see the Session Records chapter of the Content Guide.) NOTE: Only published sessions and activities will display in Connect. (For information about publishing sessions, see Locking and Publishing a Session in the Session Records chapter of the Content Guide.) 2. Schedule sessions in rooms. (For instructions, see the Scheduling Sessions chapter of the Content Guide.) To link exhibitors to booths on an exhibit hall map 1. Add, approve, and publish exhibitor records. Within each exhibitor record, mark these preferences as appropriate for the exhibitor: Publish Exhibitors in Connect. Mark this box if you want the exhibitor to display in Connect. Disable Details in Connect. Leave this box unmarked if you want the exhibitor description to display in Connect. Exhibitor: Hide in Mobile. Leave this box unmarked if you want the exhibitor to display in Mobile. (For instructions on working with exhibitor records, see the Exhibitor Records chapter of the Exhibitor Guide.) 2. Assign exhibitors to booths. (For instructions, see Assigning an Exhibitor to a Booth in the Exhibitor Management chapter of the Exhibitor Guide.) 10. When you are ready to let Connect users view the map, continue with Publishing a Map on page Lanyon Solutions, Inc. July 2014

164 156 Chapter 1 Setup Changing the Color for an Interactive Area The system uses color to identify interactive areas on your maps. By default, the system uses exhibitor type colors for interactive areas on exhibit hall maps. When you set up exhibitors, you can choose colors for exhibitor types. (For more information, see Specifying ERC Booth Colors for Exhibitor Types in the Exhibitor Setup chapter of the Exhibitor Guide.) You can override the exhibitor type colors when you set up interactive map areas. The system does not use default colors for session rooms. You must choose colors for session rooms when you set up interactive map areas. (For more information, see Adding Interactive Areas to a Map on page 150.) To change the color for an interactive area 1. On the left navigation bar, point to Connect and click Maps. The Maps page displays any maps you have uploaded. 2. Click on the map with the interactive area whose color you want to change. The map displays. 3. In the list on the left, find the area whose color you want to change. Then hover the mouse pointer over the gear icon ( ) for the area and click Modify. 4. Click the Fill field. The color picker displays. 5. Do any of the following: To change the color family, click and hold the mouse button on the vertical color bar. Then drag the arrow until the large left square displays the color family that you want to choose from. Drag the mouse pointer on the color bar until the left square displays the color family that you want. July Lanyon Solutions, Inc.

165 Lanyon Conference 157 Connect Guide To use a variation of the color displayed in the large square, click and hold the mouse button in the square. Then drag the circle until the left rectangle displays the color you want. Below is an example: Drag the circle in the square until the small left rectangle displays the color you want. Click here to save your choices. To enter red green blue values for the color you want, enter the values in the R, G, and B fields. To enter hue, saturation, or brightness values for the color you want enter the values in the H, S, and B fields on the right. To enter a hex number for the color you want, enter the six digit number in the # field. 6. When you finish choosing the color you want, click the color circle at the bottom right to save your changes and close the color picker. Modifying a Map You can make changes to any map that has been uploaded to the system. You can change a map name, change where a map is published, and upload a new map image. You can also remove an interactive area from a map, or change how an interactive area displays on a map. IMPORTANT Any change you make to a map that changes the look of the map (such as adding a location or a shape) requires that you republish the map. (For more information, see Publishing a Map on page 159.) NOTE If you need to change which exhibitor is assigned to a booth, see Assigning an Exhibitor to a Booth in the Exhibitor Management chapter of the Exhibitor Guide. If you need to change which session is assigned to a room, update the session schedule as explained in the Session Scheduling chapter of the Content Guide Lanyon Solutions, Inc. July 2014

166 158 Chapter 1 Setup To modify a map 1. To make changes to a map, point to Connect on the left navigation bar and click Maps. 2. Hover the mouse pointer over the gear icon ( ) for the map you want to modify and click Modify. The Add/Edit Map dialog box displays. 3. Make any desired changes in the following fields: Name. Enter a name for the map. Publish. Mark the boxes for the places where you want the map to display Map Image. Click Choose File; then find and double click the name of the image file of the map that you want to upload. An image of the map displays on the Add/Edit Map dialog box. 4. Click Save. 5. To make changes to how an interactive area displays on a map, do the following: To make changes to an interactive area on a map 1. On the Maps page, click on the map that displays the interactive area you want to edit. The map displays. 2. In the list on the left, find the area you want to edit. Then hover the mouse pointer over the gear icon ( )for the area and do one of the following: To remove the area, click Remove From Map. To change the name, description, shape, position, or color of the area, click Modify and make any desired changes. (For a description of the fields you can edit, see Making a Map Interactive on page 147.) 6. To make changes to an exhibitor booth from the booth list, do the following: To make changes to a booth s identifiers 1. On the left navigation bar, point to Exhibitors, go to the Exhibitor Setup area, find the Exhibit Hall heading, and click Booths. 2. Hover the mouse pointer over the gear icon ( ) for the booth and do one of the following: To remove the booth, click Remove. To change the name or number, description, or exhibitor type that can use this booth, click Modify. Then make the desired changes and click Save. NOTE: For more information on exhibitor booths, see the Exhibitor Guide. 7. Continue with Publishing a Map on page 159. July Lanyon Solutions, Inc.

167 Lanyon Conference 159 Connect Guide Publishing a Map If you did not publish your map when you uploaded it to the Admin Tool, you must publish it before it will display to Connect users. The list of maps makes it easy to see where a map has been published. You must also republish a map if you add anything to the map that changes the look of the map (such as adding a location or a shape). To publish a map 1. On the left navigation bar, point to Connect and click Maps. The Maps page displays any maps you have uploaded. Below is an example: This labels show where each map has been published. NOTE If you are republishing and do not need to change the modules where the maps will display, skip to step For each map that you want to publish to Connect, hover the mouse pointer over the gear icon ( ) for that map and click Modify. The Add/Edit Map dialog box displays. 3. In the Publish field, mark Show on Connect. 4. Click Save. The Maps page displays. Each map displays labels listing the modules where that map will display. 5. Click Publish Lanyon Solutions, Inc. July 2014

168 160 Chapter 1 Setup Advanced Setup Topics After you have completed the basic setup for Connect, you may want to complete some advanced setup. You can do the following for Connect: Add custom fields to Connect pages Let people sign in to Connect using their social media accounts Prevent specific user types from interacting with Connect Add custom fields and field values for the system to use when making recommendations for attendee Change some of the text that displays in Connect This section explains these topics: About Custom Fields in Connect Configuring Access Configuring Recommendations for Connect Setting Up External Video Storage Areas Setting Up Connect User Account Creation Pages Adding Terms and Conditions to Connect Configuring Text Displayed in Connect About Custom Fields in Connect NOTE This section discusses some of the ways that you can use custom fields in Connect. It does not give step by step instructions. Your Lanyon Business Analyst can help you decide whether you need to create custom fields and where to use them. Your Business Analyst can also help you create and set up any custom fields you decide are necessary. (For more information on custom fields and custom field locations, see the Custom Fields chapter of the Administrator Guide.) Many of the Connect pages include default fields. These default fields may meet your needs. However, if desired, you can add custom fields to some of the pages. For example, the Connect Account Setup pages include default system fields (such as First Name, Last Name, and Address) that display when people create Connect accounts. You can add additional custom fields directly on the Account Setup pages by pointing to Connect on the left navigation bar and clicking Account, clicking the desired tab, and clicking Add New Field. Alternatively, you could assign custom fields to the Connect Create Account or Connect Profile custom field locations. July Lanyon Solutions, Inc.

169 Lanyon Conference 161 Connect Guide Two widgets on the Session details pages let you choose to display specific default fields. These fields display when you click the pencil icon ( ) on the widgets on the Session Page Setup tab. The Speakers widget lets you choose whether to display the speaker s title and the company the speaker represents. The Additional Information widget lets you choose whether to display the session type and the session length. You can add additional custom fields to some of the Connect pages by adding custom fields directly on their custom field locations. These fields become part of the Additional Information widget, so you must have the Additional Information widget on the page to have the fields display. If you want the custom fields you add to a Connect page to display in the Admin Tool, you must also add the custom fields to a related administrative page. For example, suppose several of your sessions were being sponsored by specific companies, and you wanted to display that information in the catalog. You could create a custom field that included session sponsors as custom field values, and add that field to the Connect Session Detail (Public) custom field location and to the Session Details page Lanyon Solutions, Inc. July 2014

170 162 Chapter 1 Setup of a session record. For each sponsored session, you would find the session record in the Admin Tool and choose the sponsor from the list of session sponsors. Then you would add the Additional Information widget to the Connect Session Page Setup page. The session sponsors would display in the Connect catalog on the session details page of any sponsored session. The following table lists the ways that you can use custom fields in Connect, and describes what you must do to make the fields available in Connect. In many cases, you can add custom fields directly on Connect setup pages. Some fields added on a Connect setup page automatically display on a custom field location page, as well. However, you may need to add some fields directly on a custom field location. You may also need to configure widgets or other settings to display or use the custom fields. You can find all of the custom field locations mentioned in the table below in the Connect module area on the Custom Field Location page in the Admin Tool. (For instructions on creating custom fields and adding custom fields to custom field locations, see the Custom Fields chapter of the Administrator Guide.) Table 1-3: Connect Custom Field Locations To use custom fields this way in Connect To prompt people to complete fields when creating or editing their Connect user accounts To display additional person information on the People details page Do this 1. On the left navigation bar, point to Connect and click Account. 2. To display custom fields on the General Info tab (for account editing) or the General Information page (for user account creation), add the fields to the Contact Info tab. Fields added to this tab are automatically added to the Connect Create Account custom field location. 3. To display custom fields on the Optional Information tab (for editing after the user account is created), add the fields to the Optional Profile tab. Fields added to this tab are automatically added to the Connect Profile custom field location. For detailed information about user accounts, see Letting People Edit Their Connect User Accounts on page 25 and Setting Up Connect User Account Creation Pages on page On the left navigation bar, point to Setup, find the Custom Fields heading, and click Locations; then add fields to the Connect User Detail location. 2. On the left navigation bar, point to Connect and click Pages; then make sure that the Additional Information widget displays on the People tab. (For more information, see Configuring People Details Pages on page 83.) July Lanyon Solutions, Inc.

171 Lanyon Conference 163 Connect Guide Table 1-3: Connect Custom Field Locations (continued) To use custom fields this way in Connect To display additional session information on the Session details page To display information on the Session Summary page (This page displays when someone clicks a session s more link from the Edit My Schedule dialog box.) To display additional speaker information on the Speaker details page Do this 1. On the left navigation bar, point to Setup, find the Custom Fields heading, and click Locations. 2. Do one or more of the following: To display custom fields to people who have not logged in to Connect (unauthenticated users), add the fields to the Connect Session Detail (Public) location. To display custom fields to people who are logged in to Connect (authenticated users), add the fields to the Connect Session Detail (Authenticated) location. 3. On the left navigation bar, point to Connect and click Pages; then make sure that the Additional Information widget displays on the Session tab. (For more information, see Setting Up Session Details Pages on page 97.) On the left navigation bar, point to Setup, find the Custom Field heading, and click Locations; then add custom fields to the Connect Session Detail (Simple) location. 1. On the left navigation bar, point to Setup, find the Custom Fields heading, and click Locations; then add fields to the Connect Speaker Detail location. 2. On the left navigation bar, point to Connect and click Pages; then make sure that the Additional Information widget displays on the Speaker tab. (For more information, see Setting Up Speaker Details Pages on page 113.) Lanyon Solutions, Inc. July 2014

172 164 Chapter 1 Setup Table 1-3: Connect Custom Field Locations (continued) To use custom fields this way in Connect To display additional exhibitor information on the Exhibitor details page To set up the event agenda to display multiple sessions under a single agenda item Do this 1. On the left navigation bar, point to Setup, find the Custom Fields heading, and click Locations. 2. Do one or more of the following: To display custom fields to people who have not logged in to Connect, add the fields to the Connect Exhibitor Detail (Public) location. To display custom fields to people who have logged in, add the fields to the Connect Exhibitor Detail (Authenticated) location. To allow the exhibitor Network Contact to edit field values on the exhibitor details page, add the fields to the Connect Exhibitor Detail (Exhibitor Editable) location. 3. On the left navigation bar, point to Connect and click Pages; then make sure that the Additional Information widget displays on the Exhibitor tab. (For more information, see Setting Up Exhibitor Details Pages on page 125.) 1. On the left navigation bar, point to Setup, find the Custom Fields heading, and click Locations; then add fields to the Agenda Selectable Session Profile Values location. 2. Add the fields that you want to use to group sessions to session records. 3. For each session that you want to group under a single agenda item, choose the identical custom field value. 4. On the left navigation bar, point to Connect and click Manage Agenda; then use the custom fields when you add agenda items for sessions. (For more information, see Displaying Session Blocks on an Agenda on page 32.) July Lanyon Solutions, Inc.

173 Lanyon Conference 165 Connect Guide Table 1-3: Connect Custom Field Locations (continued) To use custom fields this way in Connect To specify additional custom fields for the system to use to generate recommendations To set up search filters for the Connect Activity report (This report shows message and meeting information as well as terms and conditions acceptance. By default, the report includes an Attendee Type filter. For more information, see Connect Activity on page 221.) Do this 1. On the left navigation bar, point to Setup, find the Custom Fields heading, and click Locations. 2. Choose the Connect module area and scroll to the Recommendations list. 3. Do one or more of the following: To specify additional custom fields to generate exhibitor recommendations, add the fields to the Recommendation Engine Exhibitor Factors location. To specify additional custom fields to generate person recommendations, add the fields to the Recommendation Engine Person Factors location. To specify additional custom fields to generate session recommendations, add the fields to the Recommendation Engine Session Factors location. 4. On the left navigation bar, point to Connect and click Recommendations; then complete other recommendations setup. (For details, see Configuring Recommendations for Connect on page 178.) 1. On the left navigation bar, point to Setup, find the Custom Fields heading, and click Locations. 2. Choose the Connect module area and scroll down to the Connect Reports (Admin) list. 3. Add custom fields to the Connect T&C Activity Report location Lanyon Solutions, Inc. July 2014

174 166 Chapter 1 Setup Configuring Access You can let people access Connect with their social media accounts. This lets a person click an option on the unauthenticated user landing page and then enter their social media account login information to access Connect. You can choose to limit who can log in to Connect, and who can add items to their personal schedules in Connect. You do this by creating login rules in the Admin Tool. This section explains these topics: Setting Up Connect Access Through Social Media Setting Up Interaction Rules for Connect Setting Up Connect Access Through Social Media You can let people access Connect from their social media accounts (such as Facebook or Google+). When you set this up, people can click an option on the unauthenticated user landing page and use their social media account login information to access Connect. Below is an example: The social media login icons (in this example, Facebook) display above the account creation section of the unauthorized user landing page. When someone clicks an icon to log in with social media, the system opens the login page for that social media site. After the person enters his or her social media login information, one of these things happens: If the person does not yet have a Connect user account, the account creation page displays and pre populates the Connect account creation fields with any related information from the person s social media account. If the person already has a Connect user account, the system displays the authenticated user landing page. July Lanyon Solutions, Inc.

175 Lanyon Conference 167 Connect Guide For any social media with which you decide to let people access Connect, you must create an application in the social media and configure it to allow people to log in to Connect. This task describes how to access the application setup tools in Facebook, NOTE Social media applications must be created from a social media user account. Your Lanyon Business Analyst can help you, but the person who creates the social media application for your event must be a representative of the company that is organizing the event. LinkedIn, and Google. It also explains how to activate the features that let people log in to Connect using these social media sites. NOTE These instructions are subject to change. Any social media site may alter its application process, other parts of its site, or its policy at any time. Such changes could affect how, or whether, the site allows people to log in to Connect using the site s stored user information. This section explains these topics: Configuring Connect Login with Facebook Configuring Connect Login with LinkedIn Configuring Connect Login with Google+ Activating Social Media Login in Connect Configuring Connect Login with Facebook Before activating the Connect Login with Facebook feature in the Admin Tool, you must create and configure a Facebook application to let people log in to Connect from Facebook. You need the application ID to activate the login feature in Connect. To enable Connect login with Facebook 1. Go to 2. Log in to your Facebook account. 3. If necessary, follow the steps to register as a developer. You may need to verify your account using text messaging or a credit card. The Facebook Apps page displays. 4. Do one of the following: If this is the first application you have created, click Create a New App. If you have created other applications, in the top menu bar, choose Apps > Create a New App. The Create a New App dialog box displays Lanyon Solutions, Inc. July 2014

176 168 Chapter 1 Setup 5. In the Display Name field, enter Connect. 6. From the Choose a Category drop down list, choose a category for your application. 7. Click Create App. 8. Complete the security check and click Continue. The Dashboard for your application displays. 9. Make a note of the App ID that displays in the box at the top of the page. You will need to enter this number in the Admin Tool when you set up Connect access through Facebook. 10. In the left menu bar, click Settings. The Basic tab displays. 11. Click Add Platform. The Select Platform dialog box displays. 12. Click Website. 13. In the Site URL field, enter your event site domain. For example, enter Click Mobile Web. 15. In the Mobile Site URL field, enter your event site domain. For example, enter Click Save Changes. 17. Set up Connect to allow access through Facebook, as explained in Activating Social Media Login in Connect on page 171. Configuring Connect Login with LinkedIn Before activating the Connect Login with LinkedIn feature in the Admin Tool, you must create and configure a LinkedIn application to let people log in to Connect from LinkedIn. You need the application API Key to activate the login feature. To configure Connect login with LinkedIn 1. Go to 2. Log in to your LinkedIn account. The LinkedIn Developer Network page displays. 3. Click Add New Application. July Lanyon Solutions, Inc.

177 Lanyon Conference 169 Connect Guide 4. Complete the following fields: Company. Choose New Company and enter your company name in the Company Name field. NOTE If you have previously created LinkedIn applications, choose your company name in the Company field. Application Name. Enter Connect. Description. Enter a description for your application. Website URL. Enter your event site domain. For example, enter Application Use. Choose Events from the drop down list. Developer Contact . Enter your address. Phone. Enter your telephone number. OAuth Accept Redirect URL. Enter the event site domain as entered in the Website URL field. OAuth Cancel Redirect URL. Enter the event site domain as entered in the Website URL field. JavaScript API Domains. Enter your event site domain. Agree. Mark the box. 5. Click Add Application. 6. Make a note of the API Key. You must enter this when you set up Connect access. 7. Set up Connect to allow access through LinkedIn, as explained in Activating Social Media Login in Connect on page Lanyon Solutions, Inc. July 2014

178 170 Chapter 1 Setup Configuring Connect Login with Google+ Before activating the Connect Login with Google feature in the Admin Tool, you must create and configure a Google application to let people log in to Connect from Google+.You will need the application API Key and the Client ID to activate the login feature. To configure Connect login with Google 1. Go to 2. Log in to your Google account. 3. Click Create project. NOTE If you have previously created Google applications, from the API Project drop down list in the left navigation bar, choose Create. The All services page displays. 4. In the left navigation bar, click Services. 5. Find Google+ API and click the OFF button to turn on the API. 6. If prompted, accept the terms of service agreements. 7. In the left navigation bar, click API Access. The Authorized API Access page displays. 8. Click Create an OAuth 2.0 client ID. The Create Client ID dialog box displays. 9. Complete the following fields: Product name. Enter Connect. Home Page URL. Enter the domain for your business. For example, enter yourbusiness.com 10. Click Next. 11. Under Application type, mark Web application. 12. Under Your site or hostname, enter the domain for your event. For example, enter Click Create client ID. The Authorized API Access page displays. 14. Find the Client ID for web applications section and make a note of the client ID. You must enter this when you set up Connect access. July Lanyon Solutions, Inc.

179 Lanyon Conference 171 Connect Guide 15. Find the Simple API Access section and make a note of the API key. You must enter this as part of the next task when you set up Connect access. 16. Set up Connect to allow access with Google, as explained in Activating Social Media Login in Connect on page 171. Activating Social Media Login in Connect Once you have created applications for the social media with which you want to let people log in to Connect, you must activate the social media login feature in Connect and enter application IDs and keys in the Connect setup area of the Admin Tool. You can activate as many social media login tools as are available. Before You Begin For each social media with which you want to let people log in to Connect, create an application and gather the keys or ID numbers needed to activate login. For instructions, see the appropriate task: Configuring Connect Login with Facebook on page 167 Configuring Connect Login with LinkedIn on page 168 Configuring Connect Login with Google+ on page 170 To activate social media login in Connect 1. On the left navigation bar, point to Connect and click Preferences. The Connect Preferences page displays. 2. In the User Account Preferences section, mark the Enable Account Creation box. Additional fields display. 3. Mark the social media with which you want to let people access Connect. Depending on which social media login you enable, additional fields display. Below is an example showing several additional fields for multiple social media: Lanyon Solutions, Inc. July 2014

180 172 Chapter 1 Setup 4. In the additional fields, enter the information required to link Connect with the social media you want to use. IMPORTANT If you mark a box enabling login but do not complete the additional fields that display, the link to the social media will display on the Unauthenticated Landing page. However, without the information that identifies your social media application, people will not be able to log in using their social media. 5. Click Update. Setting Up Interaction Rules for Connect Any Connect user can view your session catalog and event agenda. By default, anyone who accepts the Connect terms and conditions can use Connect to do such things as interact with attendees and exhibitors, view event offerings that match their interests, and add sessions to their schedules. You can choose to prevent some types of people from interacting with Connect in these ways. You can also choose to prevent some people from adding sessions to their schedules. To limit interactions, you can set up two types of rules that allow or deny interaction based on certain criteria. To control who can interact with Connect on all levels, you create Connect login rules. To control who can add sessions to their schedules, you create Scheduler login rules. (If you are using the Meetings module, you can also set up rules for Meeting Paths to control who can request certain type of meetings. For more information, see the Meeting Setup and Management chapter in the Content Guide.) You can allow or deny interaction of both types based on these settings: Registration package. If people with specific registration packages (such as Booth Worker or Guest) are not allowed to attend sessions, you could prevent those people from creating personal schedules in Connect. (For information on registration packages, see Working with Registration Packages in Registration Site Setup in the Registration Setup chapter in the Registration Guide.) Registration code group. If you want to prevent people in specific registration code groups (such as Press) from interacting with other Connect users, you could prevent anyone who has a registration code in that registration code group from interacting with Connect. (For information on registration codes and code groups, see the Registration Codes chapter in the Registration Guide.) User flags. If you use flags to identify when a certain action has taken place on people records, you can allow or restrict Connect interaction based on those flags. (For information on user flags, see the People Records chapter in the Administrator Guide.) Profile values. If you use profile fields (such as Attendee Type) to gather information about attendees, you can allow or restrict Connect interaction based on those fields values. (For information, see the People Records chapter in the Administrator Guide.) July Lanyon Solutions, Inc.

181 Lanyon Conference 173 Connect Guide Countries. If people must complete the Country field on their Connect accounts, you can restrict or allow Connect interaction based on the country where someone lives. You can use any combination of these settings to create your rules. In most cases, you will first choose the Registration Packages for which you want to allow or deny Connect access. Then, you could choose one or more of the other settings to further specify who cannot interact with Connect. When you create rules in the Conference Administrator, you choose In to allow interaction and Out to deny interaction. Any Out setting cancels out an In setting. For example, you might set up these rules: Table 1-4: Sample Connect Interaction Rules Rule Type Registration Packages Registration Code Groups Profile Values Allowed Connect Interaction (In) Full Conference Monday Day Pass Tuesday Day Pass Denied Connect Interaction (Out) Booth Worker Exhibitor Press Attendee Type = Vendor Using this example, if someone has a Full Conference registration package, he or she can interact with Connect unless he or she is in the Press registration code group or has Vendor as his or her attendee type. NOTE Any rule that specifically denies interaction (an Out rule) prevents the a person from interacting with Connect, even if another rule allows interaction Lanyon Solutions, Inc. July 2014

182 174 Chapter 1 Setup After someone registers for your event, the Public Access field at the top of the person s record in the Admin Tool shows whether the person is qualified to interact with Connect: If Connect displays in the Public App Access field, the user can interact with Connect. If Scheduler displays in the field, the user can add sessions to his or her schedule. Before You Begin Set up any attendee registration packages that you want to use to limit Connect interaction. (For more information, see Working with Registration Packages in the Registration Setup chapter in the Registration Guide.) Set up any registration codes and code groups that you want to use to limit Connect interaction. (For more information, see the Registration Codes chapter in the Registration Guide.) Create any user flags or profile values that you want to use to set up your rules. Create any custom fields and custom field values that you want to use to set up your rules. Then add the custom fields to the Login Rules custom field location, and to a custom field location for people records. If you will use country designations to create your rules, add the Country custom field to people records and make it required. (For more information on custom fields, see the Custom Fields chapter in the Administrator Guide. For more information on user flags, see Advanced Topics in the s chapter of the Administration Guide.) July Lanyon Solutions, Inc.

183 Lanyon Conference 175 Connect Guide To set up interaction rules for Connect 1. On the left navigation bar, do one of the following: Point to People, go to the People Setup area, find the Login Rules heading, and click Connect. Point to People, go to the People Setup area, find the Login Rules heading, and click Scheduler. The Login Rules page displays. Below is an example: 2. Choose one of these tabs, depending on the type of rule you want to set up: Reg Packages Reg Groups Person Flags Profile Values Countries The tab displays any login rules that are already set up. Below is an example: The green check mark indicates items that allow interaction. Items without a green check mark prevent interaction. Click either the Modify Rules button at the bottom or the Modify [tab name] Rules button at the top to change the login rules Lanyon Solutions, Inc. July 2014

184 176 Chapter 1 Setup 3. Click one of the Modify Rules buttons to open a dialog box where you can edit rules. Below is an example: 4. For each value on the screen, do one of the following: If you want the value to be used to allow interaction, choose In. Anyone who has this value will be able to interact with Connect, unless they also have an Out value on their person record. If you want the value to be used to deny interaction, choose Out. Anyone who has this value will not be allowed to interact with Connect, even if another value allows access. If you do not want the value to be used in creating a rule, leave the setting blank. If all or most values should allow interaction, click the All In button to automatically set all values to In. You can then choose Out for just those values that you want to use to deny interaction. If all or most values should deny interaction, click the All Out button to automatically set all values to Out. You can then choose In for just those values that you want to use to allow interaction. To leave all settings blank, click All Clear. To return to the settings that existed before you made any changes, click Reset. 5. When you finish, click Save. 6. Repeat steps 2 through 5 to set up rules on other tabs, as necessary. 7. To apply the rules to existing people records in the Admin Tool, click Generate Login Rules for Attendees. July Lanyon Solutions, Inc.

185 Lanyon Conference 177 Connect Guide The screen shows the progress as accounts are updated. Below is an example: All records have been updated when the progress shows 100%: IMPORTANT Be sure to complete this task twice if you want to set up both Connect login rules (to determine who can interact with sessions, exhibitors, and people) and Scheduler login rules (to determine who can add sessions to their personal schedules). 8. To apply your changes to the Connect site right away, refresh the cache. (For more information, see Viewing Changes in Connect on page 14.) Lanyon Solutions, Inc. July 2014

186 178 Chapter 1 Setup Configuring Recommendations for Connect You can set up Connect so that the system recommends sessions, speakers, and exhibitors to people. A person can see recommendations in several ways: In the search results list. Below is an example: The word Recommended displays next to items recommended for this user. By clicking the Recommendations link in the left navigation bar. Below is an example: A user clicks the Recommendations link to display a page of systemgenerated recommendations. Depending on your setup, users can click a tab to display specific types of recommendations. July Lanyon Solutions, Inc.

187 Lanyon Conference 179 Connect Guide On the Connect Authenticated Users dashboard. (For more information, see Working with Connect Landing Pages on page 62.) Below is an example: Your administrator can add recommendations widgets to the Authenticated Landing page. If the system finds no items to recommend, the widget does not display. Recommendations are generated overnight, but you can generate them manually, if necessary. You can also stop the system from generating recommendations after a date you specify. (For more information, see Regenerating Recommendations on page 214.) This section explains the following topics: About Connect Recommendations Configuring Recommendations Using Custom Fields Lanyon Solutions, Inc. July 2014

188 180 Chapter 1 Setup About Connect Recommendations Connect recommendations for attendees are calculated based on several criteria. The most important of these criteria is what people do (such as adding items to their schedules, putting items on their interests lists, or choosing to becoming an exhibitor lead by letting exhibitors access their contact information). Other criteria can be created using custom field values on people, session, and exhibitor records. The system weights items people add to their interests or schedules (the actions people take) three times higher than matched custom field values. Recommendations will grow and be directed by what people do in Connect. This means that, while at first recommendations must be based on custom field values chosen during account setup, as someone interacts with Connect, the system will base recommendations on what that person does in Connect. The criteria used to generate recommendations for a Connect user include the following: Sessions similar to sessions a user has added to an interests list or a schedule. Two sessions are considered similar if they have at least one identical custom field value, or if the same people have added both sessions to their interests lists or personal schedules. For example, suppose one person adds two sessions to his or her schedule. If another person schedules one of the sessions, the other session would show up in the second person s recommendations. The system assumes that, if one person likes two sessions, another person who likes one of the sessions might also be interested in the second session. Identical custom field values across users and sessions. Custom field values are identical if someone marks the same custom field value as has been marked on a session record. For example, suppose your session records have been set up to include a custom field whose values identify tracks at your event (such as System Design, Security, Cloud Computing, and Usability), and session records have been assigned to those tracks using the custom field s values. If you add the track identifying custom field to the Connect User Profile page, the system will display to people who choose a specific event track (custom field value) any sessions that have been assigned to that track. The system assumes that a person who chooses the same custom field value as one assigned to a session will be interested in that session. Similar profile interests. Profile interests are considered similar when multiple people make the same choices from the profile custom field values you add to the account creation pages. For example, if you add five custom fields to the Optional Profile page and many people mark the same values for at least some of those custom fields, the system examines which of the people who marked the same values have scheduled the same specific session or marked a specific session as an interest. These sessions are then displayed to other people who mark the same values on their Optional Profile pages. The system assumes that people who like the same types of things will also like the same types of sessions. July Lanyon Solutions, Inc.

189 Lanyon Conference 181 Connect Guide User interests and schedules. When someone adds a session or person to his or her interests list or adds a session to his or her personal schedule, the system looks at other people who added that item and makes recommendations based on other items those other people have added. For example, if a person adds an exhibitor who sells office supplies to his interests list, the system looks at other people who have added the same exhibitor and recommends to the first person other exhibitors or sessions that others have added. The system assumes that, if one person likes something that other people like, other items those people like might also be of interest to the first person. Configuring Recommendations Using Custom Fields This task explains how to use custom fields to configure recommendations. Connect recommendations for attendees are calculated based on several criteria, including criteria you create using custom field values on people, session, and exhibitor records. At first, recommendations are based on custom field values chosen during account setup. As a person interacts with Connect, however, the system makes recommendations based on what that person does in Connect. To configure recommendations using custom fields 1. Create any custom fields that you want to use to set up recommendations. 2. For any custom fields that you want to use to match people to sessions, do the following to records in the Admin Tool: To do this Match similar sessions Match sessions with users Do this 1. Add the custom field to session records. 2. For each session you want to match, choose custom field values. The sessions with identical custom field values will be treated as similar. When someone adds one of the sessions to his or her interests list or personal schedule, the system will display any other sessions with the same custom field value as the first session in the person s recommendations. 1. Add the custom field to session records. 2. Add the same custom field to the Account tab or a custom tab in people records. 3. For each session you want to match, choose custom field values. When a person chooses the same custom field value as a session has, the system will add that session to the person s recommendations Lanyon Solutions, Inc. July 2014

190 182 Chapter 1 Setup To do this Match user profiles Match interests Do this Add the custom field to the Account tab or a custom tab in people records. When multiple attendees choose the same custom field value, any items these people add to their interests lists or personal schedules will display to other Connect users as recommendations. 1. Add the custom field to session, exhibitor, and/or people records. 2. For each set of records you want to match, choose custom field values. When someone adds one of the matched items to his or her interests list or personal schedule, the system displays the other matched items in the that person s recommendations. 3. Add the custom fields to any of the following custom field locations: Use the Recommendation Engine Exhibitor Factors location to assign person custom fields that should be factored into the exhibitor recommendation engine. Use the Recommendation Engine Person Factors location to assign person custom fields that should be factored into the people recommendation engine. Use the Recommendation Engine Session Factors location to assign session custom fields that should be factored into the session recommendation engine (used primarily to determine whether two sessions are similar). 4. Do the following to display the recommendations in Connect: To display recommendations in Connect 1. On the left navigation bar, point to Connect and click Preferences. The Connect Preferences page displays. 2. Remove the check mark from the Hide Recommendations box. 3. From the left navigation bar, choose Catalog. The Connect Catalog Search page displays. 4. In the Search Results, Interests, and Recommendations Display section, choose the information that you want to display as part of each recommendation. NOTE: The choices you make here also determine what information displays in the search results and interests lists. You may want to talk with your administrator before making any changes to this page. 5. From the left navigation bar, choose Recommendations. The Connect Recommendation Preferences page displays. 6. In the Recommendation Engine Number of Session Recommendations field, enter the number of recommendations the system should generate for each attendee. 7. In the Recommendation Engine Number of Exhibitor Recommendations field, enter the number of recommendations the system should generate for each attendee. 8. Click Generate Recommendations. July Lanyon Solutions, Inc.

191 Setting Up External Video Storage Areas Lanyon Conference 183 Connect Guide Connect details pages can display exhibitor and session related videos. If desired, you can store these videos online. If you use Sonic Foundry or Amazon s cloud as storage areas, you must create accounts with the company and do some specific setup in the Admin Tool. This section explains the following tasks: Setting Up Amazon Cloud Connectivity Setting Up Sonic Foundry Connectivity Setting Up Amazon Cloud Connectivity You can choose to provide on demand video streaming using Amazon Web Services (AWS). This lets you store session or exhibitor videos related to your event in Amazon s cloud so that people can access them in Connect. Before you can set this up, you must do the following: Create an Amazon account. Create an Amazon Web Services (AWS) account. Sign up for Amazon CloudFront. NOTE Your Lanyon Business Analyst can help you set up your Amazon tools, but he or she cannot set up the account for you. You must set up and retain ownership of your own Amazon tools. (For more information about AWS accounts and CloudFront, see aws.amazon.com/s3/.) In an AWS account, videos are stored in a location called a bucket. Each bucket has a name, and each video file uploaded to the bucket is identified by a unique, user assigned key. Bucket names and keys are part of the URL used to access the files. AWS authentication lets you create each URL so that the files are only available for a specified period of time. After you create your AWS account, you must provide your Lanyon Business Analyst with the following information about your Amazon bucket: The name of your bucket. Your Amazon prefix, which is the first part of the URL before the name of the bucket. The access key for your bucket. The secret key for your bucket Lanyon Solutions, Inc. July 2014

192 184 Chapter 1 Setup You must also tell your Lanyon Business Analyst what types of files you plan to store in the Amazon Cloud. NOTE You can use the Amazon Cloud to store files other than files that display in Connect. In addition to session and exhibitor related video and content files, you can store user files (such as user uploaded pictures) and global files that can be accessed from anywhere in the Admin Tool. (For more information about global files, see Uploading a File for Global Access in the General Event Administration chapter of the Administrator Guide.) Your Lanyon Business Analyst uses your AWS information to set Amazon preferences in the Conference Admin Tool (as explained in the steps below). After these preferences are set, you or your event administrator can upload files to Amazon and then link your session and exhibitor records to the file URLs so that the files will display in Connect. (For more information, see Adding and Publishing Media on Session and Exhibitor Connect Pages on page 198.) Before You Begin If you have not already done so, create the following: An Amazon account An AWS account A CloudFront account Give your bucket URL and its keys to your Lanyon Business Analyst. To set up Amazon Cloud Connectivity 1. On the left navigation bar, point to Setup, find the More heading, and click Amazon Preferences. The Amazon Preferences page displays. July Lanyon Solutions, Inc.

193 Lanyon Conference 185 Connect Guide 2. Complete the following fields: Amazon Bucket. Enter the name of the bucket that contains the files. Amazon Prefix. Enter the part of the URL before the name of the bucket that contains the files. Use Amazon for global files. If global files uploaded through Connect will be stored in and accessed from the Amazon cloud, mark this box. Use Amazon for session files. If session files uploaded through Connect will be stored in and accessed from the Amazon cloud, mark this box. Use Amazon for user files. If user files uploaded through Connect will be stored in and accessed from the Amazon cloud, mark this box. Use Amazon for exhibitor files. If exhibitor files uploaded through Connect will be stored in and accessed from the Amazon cloud, mark this box. NOTE If you want to link to only files in your Amazon account, you do not need to mark any of the files boxes. Amazon Access Key. Enter the access key for the bucket. Amazon Secret Key. Enter the secret key for the bucket. Amazon Base URL. Enter the following URL: NOTE If you are using CloudFront, enter your CloudFront URL. 3. Click Update. Setting Up Sonic Foundry Connectivity You can choose to store any session or exhibitor related videos on Sonic Foundry s Mediasite so that people can access them in Connect. Before you can set this up, you must create a Mediasite account NOTE Your Lanyon Business Analyst can help you set up your Mediasite account, but he or she cannot set up the account for you. You must set up and retain ownership of your own Mediasite account. Whenever someone clicks on a link to watch a Sonic Foundry linked video, the Mediasite server checks to see whether that person is logged in to Connect. If the person is logged in, a link that is good for 60 seconds is generated and displayed to the person. Once the person clicks the link, a player opens and the person can view the video Lanyon Solutions, Inc. July 2014

194 186 Chapter 1 Setup After you create your Mediasite account, you must provide your Lanyon Business Analyst with the account name, as well as the username and password you use to access the account. You must also tell your Business Analyst whether you want to use Sonic Foundry s thumbnail images as links to your videos. Your Business Analyst uses your Mediasite information to set Mediasite preferences in the Conference Admin Tool (as explained in the steps below). After these preferences are set, you or your event administrator can upload files to Mediasite and then link your session and exhibitor records to the file URLs so that the files will display in Connect. (For more information, see Adding and Publishing Media on Session and Exhibitor Connect Pages on page 198.) Before You Begin If you have not already done so, create a Mediasite account. Give your Lanyon Business Analyst the account name, username, and password for your Mediasite account. Tell your Business Analyst whether you want to use Sonic Foundry thumbnails as links to your videos. To set up Sonic Foundry Connectivity 1. On the left navigation bar, point to Setup, find the More heading, and click Sonic Foundry Preferences. The Sonic Foundry Preferences page displays. 2. Complete the following fields, where SonicFoundryAccountName is replaced with your account name: API Endpoint. Enter the URL that defines the Sonic Foundry API in the following format: Username. Enter the username for the Sonic Foundry account. Password. Enter the password for the Sonic Foundry account. July Lanyon Solutions, Inc.

195 Lanyon Conference 187 Connect Guide Resource Endpoint. Enter the root URL where the media are stored on the Sonic Foundry server in the following format: Use Sonic Foundry Thumbnails. To use Sonic Foundry s media placeholders on Connect pages, mark this box. 3. Click Update. Setting Up Connect User Account Creation Pages Typically, a Connect user account is created for someone when that person registers for your event. However, in some cases, you may want to let people create accounts in Connect itself. If you do this, you must configure the account creation pages. For example, you might set this up if you want people to create a simple Connect account before submitting session ideas or registering for your event, or if you want to let people communicate with each other before and after your event without registering, or if you do not have a paid registration component for your event. A Connect user account can include a person s contact information, photos, and social media contact information (for example, for Facebook, LinkedIn, Google+, and Twitter). User accounts can also store answers to profile questions that you add using custom fields. People enter this information when they set up an account in Connect. When people create accounts in Connect, they complete fields that you can let you gather information in addition to the information gathered when a person registers for your event. If you use Connect recommendations, the system can use this information (along with other factors) to make session and exhibitor recommendations to attendees. Information gathered on account pages can display on people s personal profile pages, which can be seen by other Connect users if you let people search from the People tab. You can also include your Connect terms and conditions on the account creation page and let people accept your terms and conditions when they create Connect accounts Lanyon Solutions, Inc. July 2014

196 188 Chapter 1 Setup Below is an example of the Account Creation page in Connect with all the default fields displayed: The First Name, Last Name, and fields must display on the Contact Info page and are always required. Users can upload an image to display on their details pages. Users must create an account login before they can continue. Users must agree to your terms and conditions before they can interact with other users. You can require users to agree to the terms and conditions before they can create a Connect account. You can use two different pages to gather information about people as they set up their accounts in Connect: The Contact Info page lets you collect basic information and lets the person create a Connect password and username. You can add additional fields to this page. July Lanyon Solutions, Inc.

197 Lanyon Conference 189 Connect Guide The Optional Profile page contains no fields by default, so you must manually add to that page any information or fields that you want to display on a second account creation page. You can drag custom fields that you add from one tab to the other. You can drag most fields to reorder where they display on the page. NOTE If you want information entered into a Connect custom field to display in the Admin Tool, the same custom field must exist on people records in the Admin Tool. (For more information, see the Custom Fields chapter of the Administrator Guide.) A person record from a user account created in either Connect or during event registration is stored in the Admin Tool. If the same address is used for both accounts, the person record combines information from both registrations. This means that, if desired, you can gather different information using different custom fields during both registrations. For example, event registration people records could include fields that ask such things as how many years in a row someone has attended a yearly event, or where a person first heard about an event. Connect user accounts could gather information that focuses more on people s interests, such as whether they are more interested in cloud computing or server security. The system uses data from all of these fields to recommend sessions and exhibitors to Connect users. (For more information, see Configuring Recommendations for Connect on page 178.) (For information about how the Conference system affects pages in Connect, see Setting Up Registration to Work with Connect on page 78.) NOTES If you set up account creation in Connect, someone who registers to use Connect does not have to register for your event. Someone who does register for your event can access Connect, but must still accept your Connect terms and conditions to view information about other Connect users and access all of the interactive features of Connect. You can set up rules that allow or deny groups of people access to various features of Connect. (For more information, see Setting Up Interaction Rules for Connect on page 172.) You can choose to let people log in to Connect using their LinkedIn, Google, and Facebook accounts. (For more information, see Setting Up Connect Access Through Social Media on page 166.) Lanyon Solutions, Inc. July 2014

198 190 Chapter 1 Setup Information gathered on account pages can display on people s personal profile pages, which can be seen by other Connect users if you let people search from the People tab. The system can also use account page information to recommend sessions and exhibitors to attendees. NOTE The Contact Info and Optional Profile pages contain fields that people complete when they create a Connect account. People can access and edit this information on the General Info and Optional Information tabs in the person s account settings in Connect. Before You Begin If necessary, create any custom fields that you want to use to collect information from people when they create their Connect accounts. (For more information, see the Custom Fields chapter of the Administrator Guide.) To set up Connect user account creation pages 1. On the left navigation bar, point to Connect and click Preferences. The Connect Preferences page displays. Below is a partial example: 2. In the User Account Preferences section, mark the following boxes: Enable User Account Editing. This lets people edit their personal account information in Connect. When this box is marked, a person s My Account menu includes an Account Settings option and the My Profile page displays an Edit Profile button. Enable Account Creation. NOTE This setting can also let people log in to Connect with their social media accounts. Additional setup is required. (For more information, see Setting Up Connect Access Through Social Media on page 166.) July Lanyon Solutions, Inc.

199 Lanyon Conference 191 Connect Guide 3. Scroll to the bottom of the page and click Update. 4. On the left navigation bar, point to Connect and click Account. The Connect Account Setup page displays. 5. Do any or all of the following: Hover the mouse pointer over any field s gear icon ( ) and choose from the displayed actions. The following table explains what you can and cannot do with each default field: Field Name Editing Possible Required or Not Removable from Display Can be Made Read-Only Can be Disabled First Name Display Value can be changed Always required Last Name Display Value can be changed Always required Display Value can be changed Always required No Yes No No Yes No No Yes No Photo Upload None Not required No, but does not display if disabled No Yes Lanyon Solutions, Inc. July 2014

200 192 Chapter 1 Setup Field Name Editing Possible Required or Not Terms and Conditions Terms and conditions can be added to Connect Not required Username Display Value can be changed Not required Password Display Value can be changed Not required Confirm Password Display Value can be changed Not required Removable from Display No, but does not display if disabled Can be Made Read-Only No Yes No No No No No No No No No Can be Disabled To change the display order of the fields, drag the fields into the desired position. To move a field from one tab to another, drag the field to the row of tabs. NOTE Some fields (such as the first and last name fields) must remain on the Contact Info page. If you try to move a field that is restricted in this way, the system will display a message telling you that you cannot move the field. To add a new field to the page, do the following: To add a custom field to an Account Setup page 1. Click Add New Field on the upper right side. The Custom Field Configuration dialog box displays. 2. Click the name of the field that you want to add. To quickly find a field, begin typing the field name in the Filter field. Only fields that include the text that you enter will display in the list. NOTE: After you add a field, you can edit the field type and display value, make the field required, and make the field read only. If you edit the field type, you must choose a similar type. (For example, you cannot change a checkbox list type field to a text entry field.) 6. To apply your changes to the Connect site right away, refresh the cache. (For more information, see Viewing Changes in Connect on page 14.) July Lanyon Solutions, Inc.

201 Adding Terms and Conditions to Connect Lanyon Conference 193 Connect Guide To view information about other Connect users on the People tab, people must log in to their Connect user accounts and also accept your Connect terms and conditions. Terms and conditions describe any requirements, rules, or standards that someone must abide by as he or she uses the Connect web site for your event. People can accept Connect terms and conditions in several ways: During registration for your event. You use this method in most cases. To set this up, you add the following to each registration path whose users should accept Connect terms and conditions: A Paragraph custom field that contains your Connect Terms and conditions The Connect Terms and Conditions custom field, which lets people choose whether to accept your terms and conditions (For more information, see Creating a Registration Path in the Registration Setup chapter of the Registration Guide and the Custom Fields chapter of the Administrator Guide.) When a person completes the registration path, an account is created in the Admin Tool. The information is used to populate a Connect account and records the terms and conditions acceptance in Connect. From the Account Settings page in Connect. If you let people edit their accounts in Connect (as described in Letting People Edit Their Connect User Accounts on page 25), a person can log in to Connect, choose My Account > Account Settings, and click the pencil icon ( ) to edit their terms and conditions agreement status: Lanyon Solutions, Inc. July 2014

202 194 Chapter 1 Setup During Connect account setup. If you choose to let people create accounts in Connect, they can accept your terms and conditions from the Connect Account Setup page, as shown in this example: (For more information about letting people create Connect accounts, see Setting Up Connect User Account Creation Pages on page 187.) NOTE Someone who accepts your Connect terms and conditions can later change his or her acceptance to Declined. This removes that person s information from public view and prevents the person from seeing any other Connect user s information on the People tab. It also prevents the person from accessing messaging. (For more information on messaging, see Configuring Messaging on page 36.) To add terms and conditions to Connect 1. On the left navigation bar, point to Connect and click Account. The Connect Account Setup page displays. 2. Hover the mouse pointer over the gear icon ( ) for the Terms and Conditions field and click Edit. July Lanyon Solutions, Inc.

203 Lanyon Conference 195 Connect Guide The Configure Terms And Conditions dialog box displays. 3. In the Configure Terms And Conditions field, enter your Connect terms and conditions. 4. Click Save. 5. To apply your changes to the Connect site right away, refresh the cache. (For more information, see Viewing Changes in Connect on page 14.) Lanyon Solutions, Inc. July 2014

204 196 Chapter 1 Setup Configuring Text Displayed in Connect If you have the right security permission, you can change some of the text that displays in Connect. In some cases, you can add text where no text displays. (For example, you can add instructions above the basic Keyword Search field.) As an administrator, you can configure text from two places: by clicking a button on the Connect page that displays the text that you want to change, or by accessing the configurable text list from the Admin Tool. To configure text displayed in Connect 1. Do one of the following: To configure displayed text in Connect on a specific page 1. Log in to Connect with an administrator user account. 2. Click Edit Text on the page with the text you want to edit. The Edit Page Text page displays. NOTE: The Edit Text button may display vertically on one side of the page. If the button does not display, you do not have the necessary security permissions and you cannot edit text on the page. To configure displayed text in Connect from the Admin Tool 1. On the left navigation bar, point to Setup, find the More heading, and click Configurable Text. The Configurable Text Search and Replace page displays. 2. Use the fields on the left side to find the text that you want to change. To quickly find the text that you want to change, enter the text in the Value field. (For example, if the text Session Description displays in Connect and you want to change it to Abstract you could enter Session Description in the Value field.) NOTE: All configurable text related to Connect includes the word connect in the key. Therefore, if you enter %connect% in the Key field and increase the Max Results field to 500, all of the Connect text that you can configure displays on the page. NOTE If you cannot find the text you want to change using one method, try the other method. If necessary, contact your Lanyon Business Analyst for assistance. 2. Click the pencil icon ( ) beside the text that you want to change. The Translate Values dialog box displays. The existing text displays in the Current box. 3. In the New box, enter the new text that you want to display. 4. To view any changes that have been made in the text, click Show History. You can click any historical entry to choose it and display it in the New section. 5. To view the default text stored in the database, click Load From File. 6. When the text you want displays in the New section, click Save. July Lanyon Solutions, Inc.

205 Connect Guide CHAPTER 2 Management This chapter explains management tasks for Connect, including how to manage presentation and media files that you can publish to Connect for sessions and exhibitors. It discusses recommendations and explains how to generate them. It also explains how to use reports to monitor and manage Connect activity. Chapter Contents 198 Adding and Publishing Media on Session and Exhibitor Connect Pages Managing Presentation and Media Files for Sessions Managing Product and Media Files for Exhibitors 214 Regenerating Recommendations 215 Using Connect Reports

206 198 Chapter 2 Management Adding and Publishing Media on Session and Exhibitor Connect Pages Depending on how your administrator sets up Connect, Connect users may be able to download or view exhibitor and session related files and videos in Connect. Exhibitor participants and session speakers can upload their own media. If necessary, you can also add media to sessions and exhibitor pages from the Admin Tool. Connect users can click links or video placeholders (if an image is embedded) on Connect session and exhibitor details pages to download files and view videos. This section explains the following tasks: Managing Presentation and Media Files for Sessions Managing Product and Media Files for Exhibitors Managing Presentation and Media Files for Sessions Session participants can upload files and videos from the Speaker Resource Center (SRC). These uploaded items can contain information about the sessions where the session participants are involved. If necessary, you can upload or link to session files and videos on the Web from within the Admin Tool. Session files must be approved and published before they will display to Connect users. Your administrator must do some setup tasks before videos can display on session details pages. (For more information, see Allowing Videos to Display on Session Pages on page 101.) This topic explains the following tasks: Managing Presentation Files for Sessions Adding or Reviewing Videos for a Session July Lanyon Solutions, Inc.

207 Lanyon Conference 199 Connect Guide Managing Presentation Files for Sessions You can let session participants upload files that contain information about their sessions. (For example, a speaker might want to upload a PowerPoint file or session outline that people can download before attending the session.) For each session with files attached, the Sessions catalog search tab in Connect displays a link to download the files. The session s details page can also display a download link if your administrator adds the Presentations widget to the Connect Session Page Setup. (For more information, see Setting Up Session Details Pages on page 97.) Below are examples of both types of links: If you add the Presentations widget to the Sessions details page, a link to download documents displays on the details page of any session for which a file has been uploaded. A link to download documents displays for each session in the catalog that has associated files. NOTE Links to uploaded session files can also display on the Files catalog search tab. (For more information, see Setting Up the Files Catalog Search Tab on page 133.) If necessary, you can upload or create links to session related files from within the Admin Tool. You can also approve and publish files, and remove files from session records. This topic explains the following tasks: Uploading or Linking Session Files Reviewing, Approving, and Publishing Uploaded Files Lanyon Solutions, Inc. July 2014

208 200 Chapter 2 Management Uploading or Linking Session Files Session participants can upload their own session related files in the SRC. If necessary, you can upload session related files or create links to session related files from within the Admin Tool. Before You Begin Your administrator must create file tasks before session files can be added to the system. (For more information, see Using Content Tasks in the Content Setup chapter of the Content Guide.) If you are uploading files, save the files on a hard drive where you can find them easily. If you are linking to files stored on public sites, find the location URL for each file. If you are linking to files stored in Amazon s cloud, find each file s identifying key (found after the bucket name in the Amazon URL). NOTE If you use Amazon s cloud to store files, your administrator must set up access to the cloud. (For more information, see Setting Up Amazon Cloud Connectivity on page 183.) To upload or link session files 1. Find and open the session record for which you want to upload a file. 2. Click the Files tab. The default location for this tab is the dotted tab. Click the dotted tab to access additional tabs. July Lanyon Solutions, Inc.

209 Lanyon Conference 201 Connect Guide 3. To upload a file to the Admin Tool, do the following: To upload a presentation file 1. Click Submit File. The Submit File dialog box displays. 2. Complete the following fields: File. Click the Browse button and open the file from the location where it is saved. Task. If your administrator has set up file tasks, choose the appropriate file task from the drop down list. (For more information on setting up tasks, see Using Content Tasks in the Content Setup chapter of the Content Guide.) Connect Alternate Filename. Enter a name for the file. This name will display in Connect. Connect Description. Enter a description of the file. Comments. Enter any comments about the file. 3. Click Upload Lanyon Solutions, Inc. July 2014

210 202 Chapter 2 Management 4. To link a file to a Web location, do the following: To link to a presentation file 1. Click Link File. The Link File dialog box displays. 2. Complete the following fields: Display Name. Enter a name for the file. This name will display in Connect. Description. Enter a description of the file. Key. Do one of the following: For a public location, enter the complete URL where the file is located. If files are stored in Amazon s cloud, enter the file s identifying key (found after the bucket name in the Amazon URL). Then mark the Private box. 3. Click Link. July Lanyon Solutions, Inc.

211 Reviewing, Approving, and Publishing Uploaded Files Lanyon Conference 203 Connect Guide Before a session file will display in Connect, the file must be approved and published from the Admin Tool. You approve a file by changing its status. You should lock a file when you publish it to prevent session participants from editing the file after you have published it to Connect. To review, approve, and publish uploaded files 1. Find and open the session record for which you want to upload a file. 2. Click the Files tab. The default location for this tab is the dotted tab. Click the dotted tab to access additional tabs. Click the edit icon to approve and publish a file. 3. Click the edit icon ( ) for the file you want to approve and publish Lanyon Solutions, Inc. July 2014

212 204 Chapter 2 Management The File Details dialog box displays. Below is an example: 4. To review the file, click the file name and open the file. 5. When you are ready to continue, close the file. 6. Do one of the following: To reject the file 1. From the Status drop down list, choose Needs Revision. 2. Click Submitter and complete the fields to send an message to the submitter about the revision needs. 3. Click Send. To accept and publish the file 1. From the Status drop down list, choose Completed. 2. At the bottom of the page, click Lock. This prevents other people from making any changes in the file after you approve the file. 3. Click Publish. This lets the file display in Connect. 4. Click Close. July Lanyon Solutions, Inc.

213 Lanyon Conference 205 Connect Guide The Presentation Management page displays the changes in the file. Below is an example: When the status displays Completed and the Published column shows that the item is published, the file will display in Connect. Adding or Reviewing Videos for a Session You can let session participants upload videos containing information about their sessions. On Connect session details pages, you can display links to each video, or you can embed images representing each video. Your administrator must complete some setup tasks before videos will display on session details pages. (For more information, see Allowing Videos to Display on Session Pages on page 101.) When a person clicks on either a video link or an embedded image on a session details page, a player opens to play the video. Below is an example: Your administrator must add the Media widget to the session details page to display any videos that are uploaded for the session. If an image is embedded with the video, people can click the image to open a player and view the video. If multiple videos with embedded images are published for a session, the video images display one at a time in rotation. If you link to a file instead of uploading it, you can choose to link to a public location or to a private one. Videos can be streamed from any public URL or from private sources such as YouTube, Ustream, Webex, Ooyala, Rockfish, On24, Sonic Foundry, and Amazon. NOTES If an image is not embedded with the video, people can click the video s name to open the player. Depending on which browser you use, you can play HTML5 videos if they are.mp4 files. To play.mp4 files on mobile devices, you must have an ogg or ogv player in the same folder as the.mp4 file Lanyon Solutions, Inc. July 2014

214 206 Chapter 2 Management Before You Begin If you want to embed images to represent videos, make sure the image files are easily located on a hard drive or server that you can access from your workstation. If you are using Amazon s cloud, get a list of the unique keys for each file (as listed in the file URLs after the bucket name). (For more information, see Setting Up Amazon Cloud Connectivity on page 183.) To add or review videos for a session 1. In the Admin Tool, find and open the record for the session for which you want to add or review a video. 2. On the left navigation bar, find the Edit Settings section and click Media. The Media page displays. Any videos that have already been uploaded or linked display here. 3. Do one of the following: To add a new video, click Add Video on the right side of the page. To view information about a video that has already been added, hover the mouse pointer over the gear icon ( ) for the video and click Edit Video. You can unpublish a video so that it no longer displays in Connect, or remove a video from the system by clicking an option on the gear icon s drop-down menu. July Lanyon Solutions, Inc.

215 Lanyon Conference 207 Connect Guide The Add/Edit Video dialog box displays. 4. In the Name field, enter the name of the video. This name displays in Connect. 5. In the Video Type field, choose the type or location for video. Depending on the type of video you choose, other options display. 6. Complete the following fields, as needed: URL. Enter the Web URL where the video is found. For HTML5 videos, the video must be a.mp4 file. For Sonic Foundry videos, enter only the 32 digit presentation ID for the video that was uploaded to the Sonic Foundry server. Embed Code. Enter the code provided by the streaming service that embeds the video file in the Connect page. Presentation ID. Add the ID provided by the streaming service that enables access to the video. Published. To display the video on the session s Connect page, mark this box. If desired, you can add the video but publish it at a later time. Embed. To embed an image as a placeholder for the video, do the following: To embed a placeholder image 1. Mark Embed in the Options area. 2. Click Browse in the Embed Image field and find the image that you want to use for the video. 3. Click Upload to upload the image. 7. Click Save Lanyon Solutions, Inc. July 2014

216 208 Chapter 2 Management Managing Product and Media Files for Exhibitors Exhibitor participants can upload files and videos in the Exhibitor Resource Center (ERC). These uploaded items can contain information about the companies or products that the exhibitor participants represent. You can also let exhibitor participants upload files directly to their Connect exhibitor details pages. If necessary, you can upload or link to exhibitor files and videos on the web from within the Admin Tool. Your administrator must do some setup tasks before videos can display on exhibitor details pages. (For more information, see Allowing Videos to Display on Exhibitor Pages on page 132.) This topic explains the following tasks: Managing Files on an Exhibitor s Details Page Adding or Reviewing Videos for an Exhibitor Managing Files on an Exhibitor s Details Page You can let exhibitor participants upload logos and files that contain information about their companies or products. (For example, an exhibitor participant might want to upload a sales brochure that people can review before coming to the exhibit hall.) Logos display on the exhibitor catalog search page and the exhibitor details pages. For each exhibitor with uploaded files, the Exhibitors catalog search tab in Connect displays a link to download the files. The exhibitor's details page can also display a download link if your administrator adds the Documents widget to the Connect Exhibitor Page Setup. (For more information, see Working with Exhibitor Details Pages on page 124.) July Lanyon Solutions, Inc.

217 Lanyon Conference 209 Connect Guide Below are some examples: A company logo displays on the catalog search page as well as on the exhibitor details page. The Documents widget displays any documents uploaded for the exhibitor. Connect users can click the download icon ( ) in the Documents widget to download a document, or click the information icon ( ) to display file details before downloading Lanyon Solutions, Inc. July 2014

218 210 Chapter 2 Management NOTE Links to download exhibitor files can also display on the Files catalog search tab. (For more information, see Setting Up the Files Catalog Search Tab on page 133.) If necessary, you can manage files for exhibitors from within the Admin Tool. You can edit the name, description, or type of an exhibitor file, upload and view files, and remove a file from an exhibitor s account. Before You Begin Your administrator must set up the Upload File exhibitor task before exhibitor files can be added to the system. (For more information, see Exhibitor Task Setup in the Exhibitor Setup chapter of the Exhibitor Guide.) If you are uploading files for exhibitors, save the files to a hard drive or server where they can be easily found. To manage files on an exhibitor s details page 1. In the Admin Tool, find and open the record of the exhibitor whose Connect files you want to manage. 2. On the left navigation bar, find the Edit Exhibitor Info section and click Exhibitor Files. The exhibitor s Upload Files page displays. 3. Complete the following fields: File Type. Choose the type of file you are uploading from the drop down menu. If the file is an exhibitor logo, choose Logo. If the file is company or product information, choose Product. File Display Name. Enter text that will identify the file in Connect. File Description. Enter a description of the file. File. Click Browse and then find and select the file you want to upload. 4. Click Upload File. After a moment, the file displays in the Current Files list. 5. To view a file, click the file name and follow the instructions to open or save the file. 6. To remove a file, click the red X beside the file name. 7. To add or view additional details about the file, click the Additional Info link. Add custom fields as desired. July Lanyon Solutions, Inc.

219 Adding or Reviewing Videos for an Exhibitor Lanyon Conference 211 Connect Guide You can let exhibitor participants upload videos containing information about their companies or their products. You can display links to each video, or you can embed images representing each video. Your administrator must complete some setup tasks before videos will display on exhibitor details pages. (For more information, see Allowing Videos to Display on Exhibitor Pages on page 132.) When a person clicks on either a link or an embedded image on an exhibitor details page, a player opens to play the video. Below is an example: Your administrator must add the Media widget to the exhibitor details page to display any videos that are uploaded for the exhibitor. If an image is embedded with the video, people can click the image to open a player and view the video. If an image is not embedded with the video, people can click the video s name to open the player. If multiple videos with embedded images are published for an exhibitor, the video images display one at a time in rotation. If you link to a file instead of uploading it, you can choose to link to a public location or a private one. Videos can be streamed from any public URL or from private sources such as YouTube, Ustream, Webex, Ooyala, Rockfish, On24, Sonic Foundry, and Amazon. NOTES Depending on which browser you use, you can play HTML5 videos if they are.mp4 files. To play.mp4 files on mobile devices, you must have an ogg or ogv player in the same folder as the.mp4 file. Before You Begin If you want to embed images to represent videos, make sure the image files are easily located on a hard drive or server that you can access from your workstation. If you are using Amazon s cloud, get a list of the unique keys for each file (as listed in the file URLs after the bucket name). (For more information, see Setting Up Amazon Cloud Connectivity on page 183.) To add or review videos for an exhibitor 1. In the Admin Tool, find and open the record for the exhibitor for which you want to add or review a video. 2. On the left navigation bar, find the Edit Exhibitor Info section and click Media Lanyon Solutions, Inc. July 2014

220 212 Chapter 2 Management The Media page displays. Any videos that have already been uploaded or linked display here. 3. Do one of the following: To add a new video, click Add Video on the right side of the page. To view information about a video that has already been added, hover the mouse pointer over the gear icon ( ) for the video and click Edit Video. You can unpublish a video so that it no longer displays in Connect or remove a video from the system by clicking an option on the gear icon s drop-down menu. The Add/Edit Video dialog box displays. 4. In the Name field, enter the name of the video. This name displays in Connect. 5. In the Video Type field, choose the type of video. Depending on the type of video you choose, other options display. 6. Complete the following fields, as needed: URL. Enter the Web URL where the video is found. For HTML5 videos, the video must be a.mp4 file. July Lanyon Solutions, Inc.

221 Lanyon Conference 213 Connect Guide Embed Code. Enter the code provided by the streaming service that embeds the video file in the Connect page. Presentation ID. Add the ID provided by the streaming service that enables access to the video. Published. To display the video on the exhibitor s Connect page, mark this box. NOTE If desired, you can add the video but publish it at a later time. Embed. To embed an image as a placeholder for the video, do the following: To embed a placeholder image 1. Mark Embed in the Options area. 2. Click Browse in the Embed Image field and add the image you want to use for the video. 3. Click Upload to upload the image. 7. Click Save Lanyon Solutions, Inc. July 2014

222 214 Chapter 2 Management Regenerating Recommendations Your administrator can set up Connect so that the system makes session, speaker, and exhibitor recommendations to attendees. Typically, an administrator will generate recommendations as they are configured. (For more information, see Configuring Recommendations for Connect on page 178.) Once recommendations are set up, the system generates new recommendations nightly. However, if necessary, you can regenerate recommendations manually. You can also stop the system from generating recommendations after a date you specify. To regenerate recommendations 1. On the left navigation bar, point to Connect and click Recommendations. The Connect Recommendation Preferences page displays. Below is an example: 2. Do any of the following, as necessary: In the Recommendation Engine Stop Date field, enter a date after which you want recommendations to stop being generated. In the Recommendation Engine Number of Session Recommendations field, enter the number of session recommendations the system should generate for each attendee. In the Recommendation Engine Number of Exhibitor Recommendations field, enter the number of exhibitor recommendations the system should generate for each attendee. 3. If you change the number in either field, click Update. 4. Click Generate Recommendations. July Lanyon Solutions, Inc.

223 Lanyon Conference 215 Connect Guide Using Connect Reports The Conference system includes several default reports that you can use to gather information about the way Connect users use Connect. (For example, you can view statistics that indicate how many people have clicked on various exhibitors, sessions, and speakers. You can also view which registered attendees have Connect access, and view comments posted to detail pages in Connect.) Connect reports can also help you monitor system abuse, if desired. (For example, you can create a list of objectionable words and terms and then use a report to note when and where the objectionable words are used so that you can decide how to handle these issues. You can also review and approve any uploaded photos.) To access most Connect reports, go to the Admin Tool, point to Reports on the left navigation bar, find the General heading, and click Reports List. Then click the Connect tab and click on the report you want to view. Clicking the Connect tab displays a list of all the Connect reports. This section gives examples of each of the default Connect reports and includes a short description of each. (For more information on reports, see the Reports Guide. If you do not have this guide, contact your Lanyon Project Manager or Business Analyst to request one.) Except where noted, data from any report can be printed, exported, archived, and added to My Reports Lanyon Solutions, Inc. July 2014

224 216 Chapter 2 Management The following reports are described here: Clicks on Details Clicks on Exhibitors Detail Clicks on Sessions Detail All Connect Clicks By Person Clicks on Speakers Detail Connect Activity Connect Comment Monitoring Report Connect Visit Report Photo Review Clicks on Details The system automatically records all clicks on person, speaker, session, and exhibitor detail pages in Connect. The Clicks on Details report (also called the All Connect Clicks On Detail Page Report) displays a count of how many types of details pages people click on, the types of details pages clicked on, and the total number of clicks on each type of page. NOTE People with Connect accounts can view their own clicks by choosing My History from the My Account drop down list. July Lanyon Solutions, Inc.

225 Lanyon Conference 217 Connect Guide Clicks on Exhibitors Detail When you enter dates and click the Filter button, this report (also called the All Connect Clicks By Exhibitors [Not Unique Per click] report) displays the total number of clicks on exhibitor details pages between the date range you specified. By default, the end click date is the date the report is run, but you can change both the start and end dates by clicking the appropriate field. If you want to run the report using different dates, click on the Clear Filters button and add new dates. After choosing Start and End dates, you can click the Filter button to run the report Lanyon Solutions, Inc. July 2014

226 218 Chapter 2 Management Clicks on Sessions Detail When you enter dates and click the Filter button, this report (also called the All Connect Clicks By Sessions [Not Unique Per click] report) displays the total number of clicks on sessions details pages between the date range you specified. Clicking a session ID displays the All Connect Clicks By Person report for that session. By default, the end click date is the date the report is run, but you can change both the start and end dates by clicking the appropriate calendar icon. If you want to run the report using different dates, click on the Clear Filters button and add new dates. After choosing Start and End dates, click the Filter button to run the report. Clicking the session ID displays the All Connect Clicks By Person report for that session. July Lanyon Solutions, Inc.

227 Lanyon Conference 219 Connect Guide All Connect Clicks By Person This report is accessed from the Clicks on Sessions Detail report. Once you display the Clicks on Sessions Detail report, clicking a session ID displays the first name, last name, address, company name, country, and job title of everyone who has clicked on the session details page. You can run the report again by changing any or all of the following and clicking the Filter button: The start date for the time period you want to view The end date for the time period you want to view The ID of the session You can print and export this report. Choose any session from the drop-down list to view who clicked on that session Lanyon Solutions, Inc. July 2014

228 220 Chapter 2 Management Clicks on Speakers Detail This report (also called the All Connect Clicks By Speakers [Not Unique Per click] report) displays the following information for each speaker details page that any Connect user clicks: ID for the session to which the speaker is assigned First name, last name, and address of the speaker Name of the company the speaker represents Speaker s job title Total number of clicks on speakers details page July Lanyon Solutions, Inc.

229 Lanyon Conference 221 Connect Guide Connect Activity This report (also called the Connect T&C Activity report) displays the number and percentage of Connect users who have agreed to your Connect terms and conditions sorted by attendee type (classification). The report also displays the number and percentage of posts each user type has made in Connect, and the number and percentage of meetings for which each user type is scheduled. You cannot do any basic reports tasks with this report (such as exporting and archiving). However, you can add custom fields to this report. (For more information, see Adding a Custom Field to a Predefined Report in the Reports chapter of the Reports Guide.) Lanyon Solutions, Inc. July 2014

230 222 Chapter 2 Management Connect Comment Monitoring Report This report displays the following information about all comments made on any page in Connect: Whether each comment is currently published (displaying in Connect) What type of user made the comment (person, session, speaker, or exhibitor) The text of the comment The Connect page where the comment is displayed The address of the person who posted the comment The date the comment was posted The comment ID (sequence in which the comment was posted) You can filter the comments by the following fields to find specific comments: Type of user (only the types that have made comments display in the drop down list) Comment text Connect page Comment author You can prevent any comment from displaying in Connect by clicking the green Published check mark ( ). The check mark fades to white ( ) and the comment status changes to Unpublished. July Lanyon Solutions, Inc.

231 Lanyon Conference 223 Connect Guide Lanyon Solutions, Inc. July 2014

232 224 Chapter 2 Management Connect Visit Report This report displays the following statistics about the number of people who log in to Connect: Number of unique logins (how many different people logged in at least once) Total number of logins Number of people who logged in only once Number of people who logged in 2 through 5 times Number of people who logged in 6 through 10 times Number of people who logged in 11 through 20 times Number of people who logged in 21 through 50 times Number of people who logged in more than 50 times You can specify beginning and ending start dates and start times for the report. This lets you filter the data to display data for a date and tame range you specify. July Lanyon Solutions, Inc.

233 Lanyon Conference 225 Connect Guide Photo Review This report can display photos with any status (Pending, Accepted, or Rejected) that have been added to Connect which have any status. You can choose to display only Pending photos, only Accepted photos, or only Rejected photos. You can search for photos by keyword. This report also lets you change the status of any photos that have been added to Connect. You can change the status of individual photos, or you can accept all pending photos Lanyon Solutions, Inc. July 2014

234 226 Chapter 2 Management July Lanyon Solutions, Inc.

235 Connect Guide GLOSSARY This Glossary explains the following terms that are used in the Conference user guides. Admin Tool Attendee Attendee type Authenticated user Badge Booking fee Booth Call for Papers path Call for Participation Conference Administrator Tool Conference or Conference product suite The portion of Conference where modules are managed. See also specific modules A person who registers to attend an event. During registration, an attendee enters contact information, answers profile questions, chooses packages (such as a Full Conference pass or a Day pass), and then pays for the packages. Identifies a person s role at an event and in the Conference system (such as General Attendee, Speaker, or Event Staff). Functions as a custom field in the Conference system. Used for reporting purposes and to connect registration codes with registration paths, and may be used to manage unique event business rules. Someone who has a person record in the Conference system and has entered his or her unique user name and password to log in to a Conference application. Worn at an event; shows basic information about attendees. In most cases, badges include a bar code, which is scanned to track or control on site activities. Amount charged in addition to the cost of a registration or exhibitor package. See Exhibitor booth A series of web pages that guides a person through the session proposal submission process. Provides a web based submission process for session proposals, demos, and volunteer participation. See Admin Tool The event management software suite developed by Lanyon.

236 228 Glossary Connect Console Content module Content task Custom field Custom field location A web site where event attendees and other participants (such as session speakers and exhibitor owners) can learn about and prepare for your event. For example, people who use Connect can browse your event agenda, view session and exhibitor information, search for and send messages to other event attendees, download files, add sessions to a personal schedule, and so forth. A web site that lets an event administrator access and manage multiple Conference events from a single application. Lets administrators and managers work with session content and the event schedule. Essentially, any gathering of people that happens at a scheduled time during an event is managed in a session record the Content module. See also headings beginning with Session Lets you track the responsibilities of various session participants (such as speakers, approvers, or editors). For example, speakers may be required to submit abstract and presentation files; approvers must review abstracts and presentation files to determine whether each session can be accepted; and copy editors may be assigned to review and edit each submitted file. See also Session task; File task; Participant task Data fields that are used to ask attendees questions; identify people, sessions, and exhibitors; track other data in Conference; and manage unique event business rules. Custom fields can also be used to give instructions or other information in a paragraph format. A setup page within the Admin Tool to which you can add custom fields that display or control functionality on management pages in the Admin Tool or on pages in other Conference applications. In some cases, you must add fields to two places to display the fields in both the Admin Tool and a correlating user facing application. For example, to display fields on the Hotel Booking page in the Admin Tool, you would add fields to the Hotel Request New Order custom field location; to display the same fields to attendees during event registration, you would add the fields to the Hotel Booking location. As another example, to display fields on the public view of the session detail page in Connect, fields must be added to the Connect Session Detail (Public) location in the Admin Tool. A single field may be assigned to multiple locations. July Lanyon Solutions, Inc.

237 Lanyon Conference 229 Connect Guide Custom field value ERC Event attendee Event schedule Exhibit hall Exhibitor Exhibitor account Exhibitor booth Exhibitor catalog Exhibitor Management (in the Admin Tool) Exhibitor module Pre defined responses, answers, or options associated with a custom field. For example, the custom field may be a question and the custom field values are multiple choice answers to the question. See Exhibitor Resource Center (ERC) See Attendee See Schedule A large room in which vendors and sponsors may rent exhibitor booths. You can display a booth map in the ERC, Connect, and/or Mobile that shows the positions of booths in the exhibit hall. A vendor who exchanges money for the opportunity to have a booth in the exhibit hall at your event. In Conference, exhibitors are managed in exhibitor accounts (also called exhibitor records). Conference record containing information for any company that exhibits at or sponsors your event. Exhibitor accounts can be created through data imports, through the Exhibitor Resource Center, or manually through the Admin Tool. The area in an exhibit hall that is assigned to an exhibitor or sponsor. Exhibitors typically display products or product information in booths. You can display a booth map in the ERC that shows the positions of booths in the exhibit hall. Exhibitors may be allowed to request three booth choices. After a booth choice is approved and the map is published, attendees can view the location of booths on the exhibit hall map through the Connect or Mobile application. Displays data from the Company Profile page in the exhibitor s record. Event attendees can be invited to view the catalog in Connect or Mobile, from which they can request further information from specific exhibitors. Lets exhibitor managers create or import new exhibitor records, approve exhibitors, manage exhibitor packages, and assign exhibitors to booths. Helps administrators and managers manage information for companies and organizations that host exhibit booths or buy sponsorship packages or other marketing opportunities associated with an event. Each company that signs up to exhibit at or sponsor an event is tracked in an exhibitor record Lanyon Solutions, Inc. July 2014

238 230 Glossary Exhibitor package Exhibitor participant Exhibitor participant role Exhibitor policy Exhibitor record Exhibitor Resource Center (ERC) Exhibitor status Exhibitor task Items that exhibitors purchase that allow them to exhibit at your event and/or marketing opportunities that you allow exhibitors to purchase. Can assign specific custom field values (such as an exhibitor type) to the exhibitors that purchase the package. Employees of exhibitors and sponsors who serve as business contacts or who work in exhibitor booths. Defines the responsibilities of the exhibitor participant who holds the role. Default roles include Primary Owner, Owner, Worker, Track Owner, Billing Contact, Lead Retrieval Contact, and Network Contact. Additional roles can be added as needed. Sets out the rules and guidelines that determine how exhibitors and booths are handled at an event. See Exhibitor account A web site where exhibitors and sponsors can complete tasks to prepare for an event. First, exhibitors and sponsors complete a web form to enter their company information and purchase booth, marketing, or sponsorship packages. Exhibitors can also look at a map of the exhibit hall and specify their top three booth choices. After you approve the exhibitor and assign a booth, participants from the exhibiting or sponsoring company can log in to the ERC to complete a variety of tasks. Statuses help you keep track of the progress of an exhibitor or sponsor. The system provides these default exhibitor statuses: New Pending Approved Rejected You can modify these existing statuses, or add your own. Completed by exhibitors in preparation for an event. Default tasks include Add/Delete Registrants, Manage Exhibitor Participants, Schedule Demo Resources, Update Company Information, and Upload Files. Additional tasks can be added as needed. July Lanyon Solutions, Inc.

239 Lanyon Conference 231 Connect Guide Exhibitor type File task Import template Instant Schedule Printing Landing page Marketing Purchase Opportunity (MPO) Meeting Access Control Meetings module My Portal Onsite system Participant Identifies an exhibiting or sponsoring company s role at an event and in the Conference system (such as Exhibitor, Gold Sponsor, or Internal Booth). Used for reporting purposes. May also be used to manage unique event business rules. Completed once for each uploaded session presentation file. Examples include uploading a presentation file or reviewing the file s content. Define the type of import, type of data in the import, what data is in the import file, and how the data is arranged in the import file. Lets attendees scan their badges to print their session schedule. In Registration, the first page a registrant sees. The page can be configured to allow both new and returning registrants to log in, and to enter a registration code. In Connect, the first page that displays. The Connect landing page can be configured to let people create a person record or log in. A different landing page may be configured to display after someone logs in (or becomes authenticated). Advertising or sponsorship opportunities related to your event that businesses can buy. MPOs might include such things as lunch table or speaker sponsorships, or ads in your catalog. Lets meeting attendees scan their badges to view the time and location if their next meeting and whether any other attendees or the host have arrived. Lets attendees schedule on site meetings with company executives or experts, or schedule rooms for private meetings. Web page that gives registered attendees easy access from a single location to event news and participant tasks. If you use Meetings, Connect, or Surveys, attendees can also access these modules from the My Portal page. A combination of software and hardware used at an event. The hardware usually includes a laptop computer and/or a barcode scanner, and may be rented from Lanyon. Onsite systems are used for Checkin, Gifts and Materials Distribution, Session Access Control, and Lead Retrieval. See Session participant; Exhibitor participant Lanyon Solutions, Inc. July 2014

240 232 Glossary Participant task Path Person record Price point Profile question Registration code Registration code group Registration module Completed once by each participant. Examples include attending training, verifying a biography, or registering for the event. A series of web pages that guides a person through the attendee registration, session submission, or exhibitor sign up process. Each page can contain fields where people enter information, or can provide information from you to people on the process path. Conference record containing information for any person accessing the system, including event administrators, attendees, speakers, exhibitors, and anyone else that is either attending the event or working on the event. People records can be created through data imports, through the Registration module, or manually through the Admin Tool. Registration package discount that can be applied to dates, registrant qualifications, and registration codes. Asked during registration to gather information about people registering for an event. Using multiple registration paths lets you ask different profile questions of different attendee types. Used to determine a registration experience, to make specific content available, to determine discounts, and to group attendees for reporting purposes. You must create registration code groups before creating registration codes because all registration codes are assigned to a code group when they are created. Registration codes may be used for event attendees and event exhibitor employees. Mainly used to track groups of registration codes for reporting purposes. You must create registration code groups before creating registration codes because all registration codes are assigned to a code group when they are created. Helps administrators and managers handle the sign up, information gathering, shopping cart, and payment for event registration. During registration, an attendee enters contact information, answers profile questions, chooses packages (such as a Full Conference pass or a Day pass), and then pays for the package. Essentially, all information about the people who attend an event is managed through people records in the Registration module. July Lanyon Solutions, Inc.

241 Lanyon Conference 233 Connect Guide Registration package Registration path Registration Setup Wizard Schedule Scheduling Grid Tool Scheduling List View SCPS Session Session Access Control (SAC) Session Block Interval Session Catalog and Personal Scheduler Session content Session Management (in the Admin Tool) Items that attendees purchase so that they can attend an event. Also, free items that attendees can select during the registration process. A series of web pages that walk people through registration for your event. You can have different registration paths for different types of attendees. Easy to use interface that helps with the registration setup process. Includes the day, room, and time of each session or other activity at your event. A setup page in the Admin Tool that helps a Content Manager create the session schedule for an event. Sessions are dragged onto the grid to assign them to a specific room, day, and time. A list of approved sessions that you can use to schedule sessions for your event. See Session Catalog and Personal Scheduler Any scheduled occasion associated with your conference. Sessions can include large and small group activities, training classes, workshops, meetings, dinners, and entertainment. In Conference, sessions are managed in session records. Lets attendees scan their badges during an event to record attendance at a session. Lets administrators control or track who attends which sessions. The interval of time by which session lengths must be divisible. By default, this interval is 15 minutes. You can change the Session Block Interval. The Session Catalog and Personal Scheduler application is no longer sold. Instead, the Connect application includes pages that do the following: Let the public learn about the sessions offered at your event. Let registered attendees add sessions to their personal schedules. If you use the Meetings module, let registered attendees request meetings or meeting rooms. May include the session abstract and a presentation file, such as a PowerPoint. Lets content managers approve submitted sessions and create or import new session records Lanyon Solutions, Inc. July 2014

242 234 Glossary Session participant Session participant role Session participant task Session record Session status Session task Someone who has one or more of several roles or responsibilities for preparing or presenting sessions, such as a session owner, content reviewer, copy editor, or speaker. The same person might be a participant for multiple sessions. Defines the responsibilities of the session participant who holds the role. Default roles include Speaker, Owner, and Admin Contact. Additional roles can be added, as needed. Completed once for each session participant. Examples include entering or editing a speaker biography. Helps you track information for each session. Session records can be created manually through the Admin Tool. If you use the Call for Papers module, speakers or other submitters can create records for proposed sessions. Multiple participants can complete or review different parts of a single session record. For example: Speakers can enter or edit session records through the Speaker Resource Center. Event administrators and managers can search for and manage session records in the Conference Admin Tool. Participants can track the progress of their own or others session tasks. Attendees can search for sessions in Connect and Mobile. Session records can be edited until they are locked. Statuses help you keep track of the progress of a session. The system provides these default session statuses: New Pending Approved Rejected Cancelled You can modify these existing statuses, or add your own. Completed once for each session. Examples include entering or editing a session abstract. Additional tasks can be added as needed. July Lanyon Solutions, Inc.

243 Lanyon Conference 235 Connect Guide Session type Speaker Resource Center Sponsor SRC Surveys module Task User guide Used to define the types of activities in which event attendees can participate. Also, helps you divide sessions into different categories, such as Keynote, Breakout, and Workshop. Several Content modules use session types in specific ways. For example: Call for Papers lets you set up different submission paths for each session type. The Speaker Resource Center prompts participants to complete various preparation tasks, depending on the session type. Meetings uses the Meetings session type to let attendees schedule meetings. The Admin Tool lets event administrators and managers search for sessions by type. In Connect and Mobile, attendees can search for sessions by type. Web site pages where speakers and other participants complete tasks related to session participation. Corporations or large vendors who, in exchange for money, receive advertising benefits such as event program ads, event signage, or links from the event website. See Speaker Resource Center Lets attendees respond to questions about sessions or the event in general. See Exhibitor task; Session participant task A manual containing background information as well as setup and management tasks. Current Conference user guides include the following: Administrator Guide Registration Guide Content Guide Exhibitor Guide Reports Guide Connect Guide Mobile Guide Surveys Guide Nomination Tool Guide To download PDF user guides, log in to the Admin Tool and choose Help in the upper right corner of the top navigation bar Lanyon Solutions, Inc. July 2014

244 236 Glossary User record Voting module Worklist See Person record Lets committees vote on sessions to be included at your event. A feature in the Admin Tool that lets you gather multiple people or session records into a group. You can then perform tasks or view reports on only that group of records. (For example, you can change the status of a group of session records to Approved, get a session attendance report for only a certain group of people. send an message to a group of attendees, or assign a registration code to a group of registrants.) July Lanyon Solutions, Inc.

245 Connect Guide INDEX A Account Creation page example 188 Account Settings page example 25 agenda adding dates 29 adding items as a block 32 individually 30 adding to Connect 28 displaying in Connect 36 example 7 Agenda Selectable Session Profile Values custom field location 164 All Connect Clicks By Person report 219 Amazon cloud setup 183 authenticated landing page configuring 70 defined 61 example 4, 64 widgets for 72 B browser, web, refreshing 14 C cache, refreshing 14 Call for Papers widget 72 catalog search example 5 Clicks on Details report 216 Clicks on Exhibitors Detail report 217 Clicks on Sessions Detail report 218 Clicks on Speakers Detail report 220 color for session scheduler 104 Conference modules and Connect 15 Connect account creation by users 187 agenda display 36 change updates 14 Conference modules and 15 Content module and 90, 109 custom fields in 160 displayed text configuration 196 exhibit hall maps and 148 Exhibitor module and 117 Connect (continued) interaction rules 172 landing pages example 63 setup tools 65 understanding 62 working with 62 overview of process 9 of user experience 3 preferences 18 recommendations about 180 configuring 178 custom fields and 181 Registration module and 78 searching filters 53 keywords 51 reindexing 51, 59 setup 43 tab configuration 47 understanding 44 setup advanced topics 160 planning 11 preferences 18 specific pages 61 tasks overview 15 terms and conditions acceptance change 194 adding 193 user access configuration 166 Connect Activity report 221 Connect Comment Monitoring Report 222 Connect Create Account custom field location 162 Connect Exhibitor Detail (Authenticated) custom field location 129, 164 Connect Exhibitor Detail (Exhibitor Editable) custom field location 129, 164 Connect Exhibitor Detail (Public) custom field location 129, 164 Connect Profile custom field location 162