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Trademarks: Certain brand names and product names used in this publication are trade names,
service marks, trademarks, or registered trademarks of their respective owners. Shelby Systems,
Inc. is not affiliated or associated with any product or vendor mentioned in this publication.
2006, 2007, 2008, 2010 Shelby Systems, Inc.
Arena Premium Administrator Manual V2011.1.00
Getting Started
Now you have Arena installed, you are ready to configure it to fit your organization. While this manual
serves as a guide to an overall understanding of Arenas administrative functions, listed below are areas
Arena Administrators commonly address first.
SET UP SECURITY
Arena offers places to set security such as the Portal, Pages, Modules and data fields (Person Detail Field
Security). This manual will address each of these areas, including using Active Directory or Database
(Forms) authentication for Arena. To enable you to manage security in a way that fits your organization,
there are some initial considerations and tools to assist you in managing Arena security.
Portal Security
The Portal section of this manual covers using Database or Active Directory authentication for Arena.
There are things to consider with either option such as, staff access to Arena when off campus. Please
refer to the Portal section of this manual for information regarding using each option. You can also visit
www.community.arenachms.com to see how other organizations have approached each option.
User Security
The Security Roles section of this manual covers setting up permissions for all users such as, staff and
church members. As you begin to evaluate security, you will need to decide which users will perform
specific tasks in Arena, such as adding records, merging records, editing records, deleting records,
adding tags, etc.
Approaches often used are either by department/ministry (i.e., Adult Ministry, Childrens Ministry, etc.)
or by function (Contributions only, Promotions, Adding Members, etc.). You can use a combination of
these, but evaluation prior to setting up Security Roles may reduce set up time. Once you evaluate the
users in your organization, you are ready to set up Security Roles, discussed in the Security Role section
of this manual.
Some security settings are in the specific control applied on a page. By selecting the controls security
key, you can set permissions by person or by Security Role. You can also set some permission settings,
such as the ability to delete records found on the Person Detail control, in the control itself.
START AGENTS
At installation no Agents are running. Once you evaluate the Arena roll out plan for your organization,
see the Agent section of this manual to determine what Agents to start and any settings you will want to
customize for your organization. See Agent Configuration Utility in this manual.
THE COMMUNITY
The Community (www.community.arenachms.com) is available to all Arena clients. This website is a
central place for Arena clients to share information about how they use Arena for their organization.
UNDERSTANDING UPDATES
Patches, Releases, and Release Notes are available on http://community.arenachms.com. Arena will
post when updates are available. As a member of the Arena Community, you can download the update
and Release Notes. Both Administration and End User manuals are updated and available in the
Documentation folder.
Counseling
The counseling feature enables your organization to record and secure confidential information for the
counseling ministry.
Create a Tag consisting of existing records who you want to identify as counselors.
Associate this tag with the Counseling Team Member Profile Organization Setting. You can
obtain the required profile_id for this tag in the core_profile Arena SQL table.
Make the desired change to CounselingRestrictionIdentifier Organization Setting. This setting
allows you to change the default red [R] to something different or remove it completely. This
verbiage displays with any counseling record.
Customize Counseling Pastoral Concerns, Counseling Restrictions, and Counseling Status
Lookups.
Counseling Pastoral Concerns
Counseling Restrictions
Counseling Status
Set security rights for the Counseling Request and Counseling controls.
o Counseling Request control is for mid-level users to create a new request using limited
information, and view limited request information.
o Counseling control is the main control with the highest level of access to the entire case.
Customize Counseling Request system e-mail.
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Membership
You can add new tabs to the Family Wizard, as desired. New tabs are Individual Attribute
Groups, and the fields displayed on the tabs are the individual Attributes within the Attribute Group.
Individual Attributes are custom, user-defined fields that display on the Person Details page, creating
a place to keep data that Arena does not have by default.
The Campaign Family Status lookup enables you to modify the options as well as how many times
a user can select the same result before this family is Complete for that Calling Campaign. See
Lookups in this manual.
Tailor List Configuration so applicable criterion are available in My List and Public Lists.
Use the Allowed Report Types setting on the List Report control to limit what Lists Type users
can create or view.
A Show Inactive Tags setting in the Report Wizards control enables you the option to allow the
user to decide whether his or her Lists can be run against inactive Tags or not.
If your organization uses the Mailing application, the Show Mailing Application setting in the
MailMerge control allows users the option to use the Mailing application for records with no e-mail
address. If using this option, an application update notification will display.
Set Person Bulk Update control to either allow updating to inactive Groups, and whether to secure
fields.
Person Bulk Update
Set Person Bulk Update control to honor secure fields, if desired.
Merge Members
Set Delete Merge organization setting, as desired. This setting allows you to set whether or not
to delete original records, once the merge process is complete.
Set Merge Request Recipient organization setting, as desired.
Tailor Merge Person Request system e-mail, as desired.
Calling Campaigns
Make Campaign Next Family control changes, as desired.
Make Campaign Family Status Lookup changes such as the number of times that a value can be
selected before the family is removed from the campaign.
Public and My Lists
Modify List Category Lookup, as desired. This lookup gives users the ability to organize lists by
category.
Familiarize yourself with List Configuration where you can customize available criteria.
Mailing
In order to run the Mailing Application, you must have Shelby Mailroom installed. Please contact
Shelby at (800) 877-0222 to get Mailroom.
Groups
Set the appropriate Cluster Levels settings as to which Cluster Level will receive e-mails for group
registrants.
To limit groups in Tree view, mark the Public Site setting on the Small Group Cluster Tab Control
(on Organizations page), to True.
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Understanding Tag Security and Settings
Once you determine how your organization will use Tags, it is important to understand Tag Security.
See Tags in the User Manual for information about setting up Tags. Tag security propagates
which may affect how you set up Tags. For example to allow the same security for the Childrens
Department throughout Childrens Serving Tags, create a parent Serving Tag called Childrens
Volunteers, and set security before creating child Tags. Security will be the same for all of child tags.
You can always make necessary adjustments for any tag within this tag tree. You can also create Tags
and then use Cascade Permissions to propagate security for all tags below the current tag level.
Tag Security Settings are controls. Some controls are Tag specific and some controls apply to all
Tags. If you want to allow users the ability to edit the Tag details, you will need to give them edit
control permissions. The below controls apply to all Tags:
o Profile Details
o Profile Tab Control
o Profile Member Details
Security can also be applied from the Security Tab for each Tag, enabling view, edit, and edit
security rights. For Event Tags, you can also set security to Edit Registrations and Allow
Refunds.
Cascade Permissions on the Tag Security tab enable you to set permissions throughout the Tag Tree.
The Add Profile Member control enables you to set a default status when users add records to a
tag.
The Tag Member Status Lookup enables you to select critical registrants.
Create future Occurrences for Serving tags if want to use the Serving Reminder system e-mail.
For anyone to edit Event Tags, they must have edit registration rights.
Set Profile Activity control, as desired. This setting determines whether a user viewing a
member's Tag status can view the activity notes for all Tags the Member belongs, or just the
currently viewed Tag currently.
Communications
The Mail Merge control enables you to set thresholds, allow the future send option, and gives you
the ability to allow e-mail subscriptions. See Mail Merge and SMS modules/controls in this
manual for more information.
If you are using thresholds, you can apply the Communications Approval List module/control
to a new page so the approver can view and process all pending communications.
Set security on the previous communications page. View rights allow users to view e-mails they
create. Edit right allow users to check the box to view all e-mails.
Set up SMS Text Messaging, if desired.
Contributions
The Repeating Payment Wizard-Admin Mode setting enables the user to enter a repeating
payment without requiring an e-mail address.
The Edit Security value enables users the ability to Reassign Contributions.
Set RepeatingPaymentWizard control settings, as desired.
Set Contribution List control settings, as desired.
Set Contribution Detail control to false to enable users to refund contributions.
To send Contribution Statements via e-mail:
o The Email Contribution Statement agent must be running.
o Select e-mail statement option and a enter PIN for each recipient. PINs can be up to ten
characters.
o Customize Online Contribution System Email, as desired.
o Verify all Mailing Application Settings.
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12
Missions
A Require Goer Approval setting is available on the Mission Registration page to prevent
contributions for non-approved mission trip members.
Make appropriate Application Setting changes.
Set the Mission Trip Registration Deposit Reminder, Mission Trip Registration Reminder
Email and Mission Trip Contribution, which are all System Emails.
Start the Reminder E-mail Agent and set the desired pre-deadline dates for Arena to send the emails.
Set security by Mission Purpose on the Mission List control, as desired. If you need to set
different groups of users, add a second instance of this control and set security, as desired.
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Set up
ORGANIZATIONS
This section contains the settings for the Arena application such as SMTP Server information,
Report Services URL, and various user names. These settings work in tandem with settings in the
web.config file, located within the Arena installation folder on the Web Server, to make Arena
function properly. Many of the setting values are set during the install process; however, you will
have to configure some after installation.
To view the settings and their values, click on Organizations. This will bring up the list of
Organizations already created. Click the appropriate Organization Name link to view its details, as
shown below.
Organizations
Displayed will be the name of the church, as well as the address, leaders name, URL, description,
and any notes. Click the Edit button to change any of these detail settings, as shown below.
Edit Organizations
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Organization Edit
ORGANIZATION SETTINGS
All Organization Settings will display under the Organization Detail. These settings, or Keys, are
what Arena uses throughout the application. Clicking on a Key will display its details, allowing the
value to be changed. Once created, you cannot edit Keys. Many Keys are System Keys, meaning
you cannot delete them, as they are required for the application to function properly. See
Appendix A in this manual for a full list of all Organization settings and descriptions.
Organization Settings
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CAMPUS
Campus enables you to configure campuses for use in Arena. If your organization has multiple
meeting locations, these campuses can be used to designate the specific location a person
attends, or for a group or tag. On the campus tab, you can view or edit existing campuses, or add
a new campus.
Steps to Add the Campus Tab:
1) Go to AdministrationPagesOrganizationsOrganization Details page .
2) Click the Childs Pages tab.
3) Add a child page for the Organization Settings control
4) Add the Organization Settings control to the Main Content tab. There are no settings for
this control.
5) Add a second child page for campuses.
6) Add the Campus List control.
7) Confirm Person Detail page setting for this control.
8) Click Update.
Campus Page
9)
10)
11)
12)
13)
16
Campus Tab
icon.
Campus Details
5) Click Update.
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Application Settings
Click-Once application configurations will be set up through this area. Currently Arena offers
settings for the Check-In, Contributions, Family Registrations, and Mailing applications.
The first time you run the application, the user will have the option to install a desktop shortcut.
After running the application first from Arena, the user can launch the application from the
desktop.
Whenever you install a new Arena release or Arena patch, new versions of the client application is
included. The next time the user runs the click-once application, it will automatically download the
latest version.
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Check-In Application Settings
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Contributions Application Settings
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Family Registration Application Settings
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Mailing Application Settings
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Application Security
You can administer security access for click-once applications such as Check-In. Once installed,
users can open the application, from a computer on the network, or from the desktop.
Opening Application Security will show a drop-down list where you can select an Application,
and shows the current access permissions for each security role or person, as shown below.
Application Security
To edit the Permissions, click on the Edit Security button, which brings up the options for
Permissions, as shown below. You can grant both an existing Security Role and individual people
permission to access the Application or edit the security.
Click Update when finished.
Setting Application Security
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Report Server URL This is the URL to the Report Server index is entered. Report Services will
have two virtual directories, the UI address, which is typically http://<dbserver>/Reports
and the Index, http://<dbserver>/ReportServer. Arena ties into the Index.
Report Server Root Path - This is the root folder containing the Arena Data Source and
reports from within Report Services.
Username This is the user with permissions to the Report Server. This is ArenaReports by
default; this username is set up during initial install.
Password This is the password associated with the Username.
Create This User in Active Directory If the username does not already exist in the Active
Directory, use this link to set that username up.
Grant This User Permissions in Report Services This link will open a popup for a Domain
Administrator login and will set the correct permissions for this username to access Report
Services.
Click Validate to ensure that the username is authenticating successfully, then click Update
when finished. You must Update prior to selecting Validate.
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Active Directory Domain This is the name of the local Active Directory.
Active Directory Server This is the name of the Active Directory server. This is the local
server name.
Username This is the valid username on the Active Directory server for accessing the
Domain.
Password This is the password for that username.
Click Update when finished to complete the connection.
Use Page Security on this page to keep your Active Directory information secure.
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The Agent Service shows the status of the selected Arena Automation Agent. From this page,
you can start and stop the service in order to implement changes to the workers in the service.
If the service will not start, or the expected data changes do not occur, check the Event Viewer
on the Web Server for possible causes.
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AGENT JOBS
The Agent Jobs area, as shown to the right, lists the active workers in Arenas Agent service.
See Appendix B for a full list and description of agents.
Arena Agents
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WORKER SETTINGS
The Worker Settings tab displays the configuration options for the worker currently selected.
These configuration options can display either by category or in alphabetical order. Each field must
have a value, and a brief description of the purpose of the field. Valid values for the field display in
the dialog box at the bottom of this tab, as shown below.
Agent Worker Settings
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Schedules
Each worker in the Arena Automation Agent service can operate on its own unique time line,
which you can define on the Schedules tab. This tab displays the operating schedule for the
selected worker. Multiple schedules allow a worker to operate during specific intervals, such as
early morning or late evening. Similar to the Worker Settings tab, each field is required and
displays a description of its purpose in the dialog box at the bottom of the tab, as shown below.
Agent Schedules
29
Notifications
You can configure the threshold, frequency, and recipient of any error/result messages produced
by the worker on this tab. Just like Schedules, you can add or remove notification parameters.
Agent Worker Notifications
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Steps to Add and Start an Agent:
1) Go to ~Program Files/Arena ChMS/Arena Automation Agents folder.
2) Select AgentConfiguration.exe folder.
Automation Agents
3)
4)
5)
6)
7)
8)
9)
10)
11)
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ID This is the ID value for the Category that Arena automatically assigns.
Category Name This is the name of the category.
Cluster Types This number represents the number of cluster types within the Category.
Groups This number represents the number of Small Groups.
Cluster Types Clicking this link will display all the Cluster Types in this group.
- Clicking this icon will display the details for the Category.
The Category ID is necessary for several Module Settings, which separate the group trees apart
to show in different pages.
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Small Group Category Details
Name This is the name of the Category and the tab name for the Small Group level for all Cluster
Types in this category. Arena will automatically make this word plural.
Group Page ID Use the page picker button to select the Group Details page for this Category.
Arena will automatically make this word plural, so make sure the Category name is singular.
Cluster Page ID Use the page picker button to select the Group Cluster page for this Category.
Default Role Use the drop-down to select the default member role assigned to people when added
directly to any group within this Category.
Use Uniform Number Select this box to use Uniform Numbers for members of groups within this
Category such as for Sport groups.
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Use Area Select this box to include an Area field to set the Area of a Group, which is separate from
the Groups location.
Allow Bulk Updates Select this box to allow members and member roles to be set using the Person
Bulk Update.
Private History Select this box if the desire is not display in the Person Details page history section
of the group members. If you select this box, the group history will display on the group leaders
history information.
Credit as Small Group Select this box if all groups in this category should display in Map Area
Statistics.
Valid Roles Select the valid roles for all groups in this category. The list of Valid roles is determined
by the roles set up under the Small Group Roles lookup type in Administration > Lookups.
Captions Set the caption text to display for the fields used in Group Details. If you enter no caption,
the field will not display in Group Details.
Once you set up the Category, click on Cluster Types to set up Types for this Category. Opening
this page will display the Cluster Type List for the selected Category, as shown below.
Small Group Cluster Types
Cluster Type ID- This is the ID number Arena automatically assigns for the cluster type.
Name This is the name for the cluster type, you can enter.
Region Name Level Enter which level will represent the region name (optional).
Unassigned Registration Level Enter the level for unassigned registrants from Add
Registrations or from your Arena-managed website.
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Allow Registration Select this box to allow users to add people to Groups within this Cluster
Type via Add Registrations.
Allow Occurrences Select this box to enable taking attendance.
Relationships Set the relationship scales, as desired. See Peer Network in this manual for
set up information.
Click Update when done, or Cancel to end without saving.
Once you create a Cluster Type, click the Cluster Levels hyperlink to set up the structure of the
Cluster Type. The number of Cluster Levels determines the depth of the cluster type.
Small Group Cluster Levels
The Cluster Level list shows the Level Number, Level Name, whether the level allows Groups,
whether the level allows Areas, whether level Leaders and Admins are notified when a registrant is
added, the total number of Groups in the level, the total number of clusters set for that level, edit,
delete, and add buttons, and an export to Microsoft Excel button.
Click the edit button
to modify an existing level. Click the Add New Cluster Level button
to
create a new level, or if there are no levels, click the Add link. Either will bring up the Cluster
Level details screen.
35
Small Group Cluster Levels
Now that a Cluster Type exists with Levels, you can create a Group Tree using the new Type.
36
Steps to delete Cluster Levels:
1) Before you can delete a cluster level, you will first need to delete all groups that use this
cluster level. The cluster type page will display this number in the Total Groups column on the
cluster type page. Arena will not allow you to delete the Cluster Levels or Cluster Types until
you delete all associated Groups.
Total Clusters
2) Once you delete all Groups, the Total Groups should display 0.
Total Groups
icon.
4) Once you delete all Cluster Levels, you can delete the Cluster Type, if desired.
Total Clusters
37
Payment Gateways
Payment Gateways provide a secure environment for credit card and Automated Clearing House (ACH)
transactions between the Arena website and a merchant that authorizes the payment. You can use
Payment Gateways for Mission Trips, Online Giving, and Event Registrations.
Payment Data Systems (PDS), PayFlo Pro, Ministry LINQ, and TransNational Bankcard are
supported payment gateway providers.
Arena will not allow you to delete the Cluster Levels or Cluster Types until you delete all associated
Groups.
The Payment Gateways page displays a list of all current payment gateways. Once you obtain
your provider account information, you are ready to create Arena payment gateways.
Steps to Create a New Payment Gateway:
1)
Click the Add link to create one. Once a Gateway exists, click the Add New Gateway
Account
below.
icon to add more. Either will bring up the Payment Gateway Details, as shown
Click Update. All fields show in the Gateway List except Sub Account, Password, and Log
File.
Arena Premium Administrator Manual V2011.1.00
38
OVERVIEW
Establish policies and procedures for processing staff and volunteer background checks. As you
evaluate your organizations needs below are some suggested questions.
Will the candidates interact with children?
Will they handle money?
Will they have access to anyones personal information?
Will they drive a bus?
39
2) If you are setting up a new account, click on Sign up for Protect My Ministry link. A new
window will display.
Sign up for Protect My Ministry
40
3) Complete all appropriate fields for your organization. Be sure to select the check box for
Arena located at the bottom on the online form.
Protect My Ministry Registration Form
4) Click Next.
41
5) Select the method of payment for your organization. Be sure to select the box confirming
you have read the PMM Service Agreement and Privacy Policy.
Payment option for Protect My Ministry
Payment Information
42
6) Confirm all information is correct on the Confirmation page.
Verify Protect My Ministry Account Information
43
7Once the account registration process is complete, the below page will display. An e-mail will
be sent to the account holder containing a confirmation of the receipt of the form and your
account information.
Registration Confirmation
44
Steps to Enter Your Acount Information in Arena:
1) An e-mail, containing your PMM account information will be sent to the Contact, as shown
below.
Account E-mail Sample
2) Enter the account information in the respective fields. If you have set up a new account with
PMM enter the Account Activation information provided to you by your Arena CSR.
Account Set up
3) Click Update.
45
Steps to Verify and Customize the Background Check Types:
Through Arena, Protect My Ministry offers the Basic and Plus types. If you would like to create
additional types, contact your Protect My Ministry representative.
1) Go to AdministrationBackground Check Types.
Background Check Types
Owner on Request Check this box if you want Arena to e-mail the background check
type owner when a staff members creates a request.
Approver on Results Received Check this box if you want Arena to send an e-mail to
the approver when individual reports is available for review.
Requestor on Approve/Deny Check this box if you want Arena to send an e-mail to the
requestor when the background check request is approved or denied.
Requestor on Complete Check this box if you want Arena to send an e-mail to the
requestor when the background check is done.
6) Select Screenings, for the Plus Plan. Basic Plans screening are pre-selected.
Basic Plan
46
Steps to set Background Check Type Security:
1) Click the Security Key for each Background Check Type.
Background Check Type Security Key
2) Set Security.
Background Check Type Security
View This access allows users to view requests for this background check type.
Edit This access allows users to edit requests, including initial requests, for this background
type.
Edit Security This access allows users to edit security for this background check type.
Approve This access allows the designated security role or person to approve requests for this
background check type.
Security Role Permissions
3) Click Update.
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47
Steps to Verify Proper Page Set Up and Set Consent Form:
1) Go to the AdministrationPagesHomeMembershipWhite PagesPerson
DetailIndividual Informationpage.
2) Click the Main Content Tab.
3) Click the Person Detail control.
4) Set the Background Check Details Page, if needed.
Person Detail Control Settings
5)
6)
7)
8)
9)
Click Update.
Go to AdministrationPagesHomeMembershipNew Background Check page.
Click the Main Content Tab.
Click the Background Check Details control.
Select a Consent Form Requirement Level option from the drop-down, if desired. This
option will require the requestor or the approver to confirm he or she has obtained a consent
form from the applicant.
Background Check Details Module/Control Settings
48
Once enabled, users can send a SMS Message through Arena Communications.
SMS from Person Details Page
The SMSMerge.ascx control no longer exists. Instead, its functionality is available in the
MailMerge.ascx control. The Default Communication Medium module setting determines
SMS or an Email.
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49
Security
Security Roles
Security Roles is the ability to group users by access to the pages, fields, and all areas of Arena.
Security Roles Permissions grant users specific view, edit, approve, edit controls, and edit
security.
A user cannot view anything unless the Arena Administrator grants rights to do so by either
security role permission, or Individual permission. Security roles are cumulative, meaning if you
add a user to multiple Security Roles, the permissions allotted will stack, therefore the user will
have access to all sections that each separate Role allow.
Security Roles
The below Security Roles are default roles with permissions set and specific purposes.
The other Security Roles have no permissions set and are provided to assist you as you are
evaluate your user-groups.
All Users This role allows all users access. By default, this role has view permission access.
Arena Administrators This role can modify Arena content.
Global Administrators - This role has full access for administration purposes only.
Registered Users This role allows authenticated user access. You will not add users to this
role. Any user who is successfully logged in (been authenticated) will automatically have access.
You cannot delete the All Users and Global Administrator roles, or modify the members of the
All Users.
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Steps to Create a New Security Role:
1) Go to AdministrationSecurity Roles.
2) Click the New Security Role
icon.
When you sync a role, the ONLY method to add records to the role is by adding the record to the
Assignment, Tag, Group, AD Group or Area Role.
Notify New Members Check this box if you want records added to this role to receive an e-mail
to notify them.
Notification Subject This is the e-mail subject when you add a user to a security role.
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Notification HTML/Text Message This is the e-mail message in HTML format. Use the merge
fields [First Name], [Last Name] and [Login Information], as desired.
Enter Notification Text Message This is the e-mail message in plain text format. Use the
merge fields [First Name], [Last Name] and [Login Information], as desired.
5) Click Update.
Steps to set Permissions for a Role:
1) Click Edit Permissions. This will open a new window with four tabs, Pages/Controls,
Applications, Attribute, and Person Fields. You will set permissions on these tabs.
2) Select the portal you want to apply permissions. By default, the two portals are the internal
Arena portal and the external Arena portal. For these steps, we will use the internal Arena
portal
Page/Modules Tab
Pages/Modules tab This tab allows you to select a portal. Once you select a portal,
portal pages will display.
Applications tab This tab allows you to set permissions for Arena click-one applications.
Attributes tab This tab allows you to set permissions for Person Attribute groups and
attribute fields found on the Person Details page.
Person Fields This tab allows you to set permissions for all individual fields on the Person
Details page. You can also set permissions for these fields on the Person Details Field
Security tab.
Tags tab This tab allows you to set permissions for Ministry, Serving and Event Tags.
Groups tab This tab allows you to set permission for all Groups and Sports.
Edit rights for a Page will be largely unnecessary, unless the user can access Page Settings
under AdministrationPages.
52
3) On the Portals/Modules page, set permissions, as desired.
Security Role Permission Screen
When setting permissions, it is good to have an understanding of how the options work. On
this page, you can set permissions for the page and for the controls applied to the page. You
can also set control permissions on the page itself.
View This permission allows users to view (read only) the page.
Edit This permission allows users to edit the contents of the page.
Edit Security This permission allows users to edit page security.
Edit Modules This permission allows users the ability to add, delete, and edit the modules
and their settings.
Approve This permission allows users the ability to approve such as promotions, events,
registrations, etc. Approval is required in order for these items to display on your Arenamanaged website.
Edit Modules This permission allows users to ability to add, delete, and edit modules and
module settings.
Edit Notes This permission allows users to add, delete, and edit person notes.
Edit Registration This permission allows users to edit on-line registration settings for event
tags.
The method for setting Security on Individual Pages, Modules, and Attributes allows for
propagation down from a parent page to child pages, if desired. This method will automatically
grant View access upon granting and another access to that Page/Module/Attribute.
4) Click the Applications tab to make the desired permission selections for this Security Role.
Applications Tab
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5) Click the Attributes Tab to make the desired permission selections for this Security Role.
Attributes Tab
6) Click the Person Fields Tab to make the desired permission selections for this Security Role.
Person Fields Tab
7) Click the Tags Tab to make the desired permission selections for this Security Role.
Tags Tab
8) Click the Groups Tab to make the desired permission selections for this Security Role.
Groups Tab
9) Click Save.
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Steps to Add an Existing Record to a Security Role Not Using the Sync Role Option:
Below the Role Details, you will see a list of the people whom are in the Security Role.
1) From the security role page, click the Add New Person
existing record.
2) If you are using forms authentication, click the name of the recently added person.
3) Click the Security tab.
4) Click Add New Login
New Login
5) Verify or modify login, as desired. By default, Arena will assign a login using the first initial
and last name. If more than one user has the same first initial and last name, Arena will add
the next sequential numerical value to the login.
6) Enter password, if you are using Database authentication. Password must be between 5 and
30 characters long and must contain at least one digit.
7) Select Authentication Type.
Arena Login
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Steps to Set Permission for the Template Controls:
1) Go to AdminsitrationTemplates.
2) Click on the Arena ChMS template or the template used for the internal Arena portal.
Arena ChMS Template
icon.
5) From the Available Roles drop-down, select the new security role.
6) Set permission for this role. View right permission is all that is required.
Arena Security
7) Click Update.
8) Refresh cache and test the security role.
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Steps to Copy a Security Role:
As you create security roles for your organization, it can be more efficient to copy an existing role
and edit permissions for the copied role, than to create a new security role from scratch. At the
bottom of the Security Role List, there is a Copy Role option. This option allows for quick
duplication of a role.
Copying a Security Role
1)
2)
3)
4)
Select the role to copy from the Copy Role list of existing security roles.
Enter the name for the new security role in the As: field.
Click Copy to create the duplicate Security Role.
Edit Permissions for the copied Role, as desired.
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DELETING RECORDS
You may find it necessary to delete records, as opposed to making them inactive. On this
occasion, Arena offers the ability delete records through a module setting on the Person Detail
module.
Users that have Global Admin rights are allows to delete records.
Steps to Allow an Individual or Security Role(s) to Delete Records:
1) Assuming you have created a security role of users who can delete records, go to
AdministrationPagesHomeMembershipWhite PagesPerson DetailIndividual
Information.
2) Select the Main Content tab.
Individual Information-Main Content Tab
When trying to delete a record, if the record contains associated data, a friendly message will
display to notify the user that all the related records must be deleted in order to delete this
record.
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59
Security Templates
Security Templates enable you to create a set of permissions that can include different security
levels for multiple users and/or Security Roles. You can apply the security template to areas such
as pages, controls, person notes, attributes,
Steps to Create a Security Template:
1) Go to Administration Security Templates.
2) Click Add New Security Template
icon.
7) Click Update.
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DOCUMENT TYPES
Document Types enable users the ability to upload forms, images, text documents,
scanned images, or just about any file. Once you create document types, permission s can
be set to secure the type by security role or person.
In order to add a document to Arena, at least one Document Type must be set up.
Steps to Create a Document Type:
1) Go to AdministrationDocument Types.
2) Click the Add New Document
icon.
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Icon (Small) If the image box is checked, enter the file path to the thumbnail
image. The source file must exist in the Images folder in the Arena code folder on
the Web Server.
Icon (Large) If the image box is checked, enter the file path to the large image.
The file must exist in the Images folder in the Arena code folder on the Web Server.
4) Click Update.
5) Set security, as desired.
Document Type Security
icon.
4)
5)
Click Update.
Select the Attributes for the new Person Attributes.
Attributes
6)
Click Add.
New Attribute
7)
8)
9)
Select Group.
Enter a Name for this attribute.
Select a document Type.
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11) Select Qualifier. This drop-down will list all Document Types marked to Show on the
Person Details page.
Person Attribute Details
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65
Name Enter the name of the Peer Type such as Tag Peers, Tag Owners, Group
Leaders, etc.
Active By default, Arena selects active.
Description Enter a description such as how the Peer Type is used.
Stored Procedure Choose a stored procedure from the drop down list to assign to the
peer type. The default stored procedures as shown on the following page with a brief
explanation of their intended use. You will need to set the value for each procedure by
default. There is no set value.
Parameters Enter a description and give the value of the peer type.
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peer_sp_calculate_tag_peers
peer_sp_calculate_tag_owners
peer_sp_calculate_group_peers
peer_sp_calculate_group_leaders
peer_sp_calculate_declining
The peer types will run in order from top to bottom. If you are using the
calculate_declining_stored procedure you must make it the last one in the list or it will not
calculate any below itself.
Arena Calculate Peers Agent
The Arena Calculate Peers automation agent runs the stored procedures in the peer
types to generate the scores for each record. The calculate peers agent can be set up to
run on a daily, weekly, or monthly basis.
Peer Agent Configuration
67
4) Set Relationships strength by moving the scale bar off to the desired position.
5) Click Update. Once you move the relationship strength scale to the desired position,
all records in groups using this cluster type will display the names and scores on the
person details page.
6) Click Update.
Peer Relationships also work in Tags. The same sliders will display when viewing Tag Details.
Please see the Arena End User Manual for more help with setting up Tags.
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Lookups
Lookups under Administration display a list of all current Lookup Types. Each Lookup
Type contains specific Lookup Values. For many Lookup Values, you can modify existing or
add new values
To view the Values, click on the Lookup Type hyperlink. To edit an existing Lookup Type,
click the Edit
icon to the right. The Delete icon
will remove this Type from the list,
provided there are no Lookup Values associated to that Type, and the Type is not a
System Value.
Lookups
4)
5)
6)
7)
69
8)
Click the Add link if this is the first value or the Add New Lookup Value
lookup values already exist.
icon if
9)
ID This number is created by the database when a new lookup value is created
Value Enter in the Lookup Value name.
Active Leave this checkbox checked to use this Lookup Value immediately.
Foreign Key Only the Arena Sync or modifying the Database will enter a value in
the Foreign Key field.
arrows
70
Person Attributes
Person Attributes are default and custom fields for entering and recording just about
anything about a person. Attributes can record several types of data, including numerical
values, date values, and string (text) values. Person Attributes display on the Person
Details page.
Attribute Group List
This list shows the Attribute Group Name, a link for the Individual Attributes within that
Group, the Display Location (on Person Details), whether or not this Group is a System
Group (and therefore not removable), the Security link
the Groups on the page, and the delete link
.
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Steps to Add a New Attribute Group:
1) Go to AdministrationPerson Attributes.
2) Click the Add Attribute
icon.
3) Enter a Group Name.
4) Select the Display Location. This is where the attribute group will display on the person
details page.
Person Attribute Group
5) Click Update.
6) Click Attributes for the new Person Attribute Group to add attributes for this group.
Attribute Groups Attributes
7) Click Add to add attributes to this Attribute Group or the Attribute Name link to edit an
existing Attribute.
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8) Complete or select attribute data, as desired.
Attribute
Group This is the Attribute Group to which the Attribute is assigned. Changing
this will move this Attribute to a different Attribute Group.
Name Enter the name of the Attribute, such as How Received, Uniform Size,
Background Check, etc. The name of an Attribute can be up to 125 characters
total.
Type Choose the type of field to display for the detail of this Attribute. The
options are:
o Integer This allows the user to enter a numerical value.
o String This allows the user to enter text.
o Date/Time This allows the user to enter a date, with calendar lookup.
o Lookup This option enables you to select an existing lookup type.
o Yes/No This allows the user to select a Yes or No checkbox.
o Decimal This allows the user to enter a decimal numerical value.
o Currency This allows the user to enter currency values.
o URL This allows the user to enter a HTTP link that will open a new web
browser to that link.
o Document This allows the user to upload a document. You create at least
one Document Type in order for users to upload a document.
Visible Selecting this option displays this Attribute on the Person Details page.
Read Only Selecting this option makes this attribute view only and is not
editable.
Required Selecting this option requires the user to update the attribute when in
editing the attribute group.
Enable History You can check if you want to enable Arena to keep the history of
this attribute, using the Number of Previous Values.
Number of Previous Values Enter the number of values you want to track.
9) Click Update.
10) Repeat steps 7 through 13 for each Attribute for this Attribute Group.
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11) As you add attributes, you can change the order of the attributes by using the Change
Order
Person Attributes
12) Set security for the Attribute Groups and each Attribute. You can also set security through
Security Role Permissions.
Attribute Group Security
Attribute Security
In order to enter values, users must have edit rights for the attribute group and attribute.
13) If you would like existing or custom Attributes to be available in White Pages
Advanced Search, make the appropriate Person Search control settings on the
White Pages page.
Attributes to Search
74
Relationship Types
Relationship Types enable the user to show a relationship between two records outside of
the immediate family. Some common uses would be Grandparent to Grandchild, Aunt or
Uncle to Niece or Nephew, or Shepherd to Sheep. Clicking on Relationship Types under
Administration will display a list of all Relationships and their inverses, as shown below.
By default, no Relationship Types exist for new installations.
Relationship Types
The very first relationship you enter will have no values for an Inverse Relationship, so
leave the inverse blank. After you create at least one Relationship Type, you can select it
as the inverse of the second one you create. Once the inverse is set for the opposite side of
the pair (the first value created for this pair), the inverse will be set for both Types. Each
Type can only have one Inverse.
4) Set the Relationship Strength, as desired.
5) Click Update.
6) Click the Relationship
icon to add the Inverse Relationship Type.
7) Enter the Relationship Name.
Inverse Relationship
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76
Campaigns
The Campaigns section of Administration is where you can create and manage a Calling
Campaign. Clicking on Campaigns will open a list of all current Campaigns. Once you
create a campaign, users can execute the campaign from MembershipCampaigns or from
your organizations Arena-managed website.
Steps to Create a New Campaign:
1) Go to AdministrationCampaign Administration.
2) Click Add.
3) Select the Edit
New Campaign
icon.
Users can add existing records to active campaigns through Person Bulk Update. See
Active Campaigns in the User Manual. After a campaign is complete, clicking on the
Campaign Name link displays the current statistics and any outstanding notes of the
campaign.
Once a campaign exists, the list will show the Campaign Name, Description, Active Status,
the Edit icon
, and Delete icon
, as shown below. Click Edit
to change any of these
fields.
Campaign List
77
Once a campaign is complete, users with security permissions can view statistics and notes
for the campaign.
Campaign Statistics
78
icon.
79
80
Feed Formats
Set up the feed formats to use for portal channels under Web Content.
Feed Format
81
System E-mails
System E-mails are custom e-mails that may be set up for use with certain modules and
agents within Arena. Below is a list of system e-mails along with a brief description. In
order to use system e-mails, you must complete and save the receiving information, start
Agents where applicable.
System E-mail
Description
Advanced HTML
Agent | Birthday
Agent | Mailing(CASS/Move)
Agent | Mission Trip
Registration Deposit Reminder
Assignments | E-mail to
Remind Worker
Assignments | E-mail to
Requestor on Close
Assignments | E-mail to
Requestor on Entry
Assignments | E-mail to
Requestor on update
Assignments | E-mail to
Worker on Close
Assignments | E-mail to
Worker on Entry
Assignments | E-mail to
Worker on Update
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Assignments | Notify
Assignment Type Subscriber
Background Check |
Requested
Classified Approval
Counseling | Request
Login Request
Newsletter
Online Giving Contribution
Online Giving | Rejected
Contribution
Password Request
Prayer Request | Comments
Prayer Request | Expire No
Renewal
Prayer Request | Expire With
Renewal
Serving Opportunity Details
Small Group Locator
Subscribed Announcements
User Confirmation
Announcements
83
Report Registration
Report Registration connects a report from Report Services allowing it to be run using the
results of a List selection. (See Public Lists and My Lists in the End User Manual for help
with Lists.)
Before a report can be registered for use in Lists, it has to be created and in use by Report
Services. To view current registered reports, click on Reports in the appropriate section of
Arena, or navigate to http://<reportservername>/Reports.
Opening Report Registration will display a list of Reports currently registered within Arena
for use with Lists, as shown below. This list shows the Report Name, the Path, the
Definition File name, and a delete
registered.
2)
3)
4)
5)
6)
7)
Name This drop-down list is all the reports that exist in Report Services.
Path This identifies the file path of the report.
Definition File This is the type of List
Select an existing Report from the Name drop-down.
Select a Definition File from the drop-down.
Click Update when done.
84
Reporting
LISTS
Lists in Administration functions the same as Lists in Membership, with the exception of
ability to select criteria you may secure for other users, or modified through List
Configuration.
LIST CATEGORIES
When creating a new list or by editing an existing list, the user can assign a specific
category value to the list. Users can use List Categories to sort and filter existing lists,
making it much easier to manage a large number of lists. You can create values for the
Report Category drop-down in the List Categories Lookup.
List Category Drop-down
The Report Category will display on the first page of the List Wizard for Lists, My Lists and
Public Lists, as shown below.
List Categories
85
PUBLIC/PRIVATE LISTS
Another list sorting option is the Public/Private lists function. This control setting enables
an administrator to set a Lists page so only lists created by the current user will display. It
can be a separate page from the Public lists page, allowing the use of shared lists on a
Public List page and the separation of personal lists on a Private Lists page. This
functionality used in addition to List Categories, enables users to maintain a very
organized and secure set of Lists.
Steps to Set a List Control Only Display Lists Created by the Current User:
1) Go to Administration PagesHomeMembershipLists.
2) Select the Main Content tab.
3) Select the Report List control.
4) Set Filtered by Current user, as desired.
List Report Module Settings
5) Click Update.
86
Steps to Enable Type of Lists:
An option to secure My and Public Lists is to add the List Report control to a page and
select the enabled List Types and set security for the control.
1) Go AdministrationPagesHomeMembershipPublic Lists.
2) Select the Main Content tab.
3) Select the Report List control.
4) Select the Build List Option, as desired. This control setting allows users the ability to
select an Advanced Build option using OR logic instead of the default AND logic. We
recommend adding this control to a new page.
List Report Control
This control enables you to limit access by Report Type. You can also add this control to a new
page, enabling you to broaden limited access by Report Type.
5) Click Update.
6) Set security for this control.
Control Security
87
List Configuration
The List Configuration enables Arena Administrators to select the specific criteria and criteria
categories that are available for each type of List in My Lists and Public Lists. Administrators can
also use this to allow or block, by person or Security Role, access to a Report Type.
Administrators can also add custom criteria to My/Public Lists.
List Configuration only affects My Lists and Public Lists.
List Configuration Report Types
Tables Clicking this link will display all tables associated with the Report Type. You can
select fields to include when users export to Excel.
Criteria Controls This is the collection of criteria, by area.
Attribute Controls These controls consist of person attribute criteria.
Lists also provide you the option to link to Person Reports from other types of Reports
(Contributions, Groups, etc.). When building a Report of any type, a specific Person Report
can then be chosen to link to that particular Report.
List Configuration Details
88
CRITERIA CONTROLS
In the List Controls, an administrator can enable or disable specific criteria and criteria
categories for each report type in My Lists and Public Lists.
List Controls
Steps to Enable or Disable Existing Criteria for use in My Lists and Public Lists:
For fields that you choose to make available in My Lists and Public Lists, Arena honors
security for users who do not have access to view the criteria.
1) Go to Administration List Configuration.
2) Select Criteria Controls for a List Type, as desired.
Criteria Controls
89
5) Select the appropriate checkbox of the criteria you wish to enable or disable.
Enable or Disable Criteria
6) Click Update. Refresh cache, prior to verifying changes in My Lists or Public Lists.
3) Click Fields of the table to which you would like to select criteria.
List Tables
90
4) Select the enabled checkbox of the fields to include when users export to Excel.
List Merge Fields
5) Click Update.
Criteria Details
5) Select Include Null Checkbox. This option is not available to all criteria.
91
Steps to Change the Setting to Pull Active or Inactive Lookup Values:
1) Go to AdministrationList Configuration.
2) Click Criteria Controls for a specific Report Type.
Criteria Controls
3) Click Controls link that uses Lookup values (i.e., Member Status).
Controls
Control Edit
6) Click Save.
Steps to Add Campus:
1) Go to Administration>Pages.
2) Expand the Home pages.
Pages>Home
92
4) Click the Child Pages tab.
Organization Child Pages
7) Click
8) Click
9) Click
10) Click
Update.
the Organization Details page.
on the Main Content tab.
the Organization Settings module link.
93
12) Associate the new page by selecting the new page or entering the page number. Page ID
may vary for your organization.
Campus Page
13) Now from the Administration>Organizations page, you can add Campuses on the new
Campus tab.
Adding a Campus
94
Steps to Add Groups Scoping
1) Go to List Configuration.
2) Select Tables for the Person Report Type.
Person Report Tables
4) Verify the Table Prefix is GMR and Join String is for GMR.
Table Prefix
5) Click Save.
6) Click Cancel on the Table List page.
7) Select Criteria Controls for the Person Report Type.
Criteria Controls
95
9) Select Edit for the Small Group List control.
Small Group List Control
10) Verify Person_id is the Related Field, Scope Results to Select Groups is selected, and
Enabled.
Criteria Details
96
13) Verify control settings.
Control Settings
97
Existing
Example
Description
Comparison dropdown for a
single numerical box.
Comparison dropdown for a
single date box.
Comparison dropdown for a
single numerical box.
Comparison dropdown for a
single text box for IDs.
Comparison dropdown for a
single numerical box.
Comparison dropdown with a
single text box.
Checkboxes for hardcoded
values.
Comparison dropdown for a
decimal value that has the
return value based on a
function.
Function_CompareInt
Function_ComparePho
ne
Function_CompareStri
ng
Anniversary
date
Leader ID
C Drive
Space
First Name
Gender
Query
Example
WHERE<field>LIKE,>,<.=.3tc>
<value>
WHERE<field>LIKE,>,<.=.3tc>
<value>
WHERE<field>LIKE,>,<.=.3tc>
<value>
WHERE<field>LIKE,>,<.=.3tc>
<value>
WHERE<field>LIKE,>,<.=.3tc>
<value>
WHERE<field>LIKE,>,<.=.3tc>
<value>
WHERE<field>IN(<value>,<valu
e>,etc.)
Distance
from the
church
WHERE<function(<field>)>
LIKE,>,<,=,etc. <value>
# of adults in
family
WHERE<function(<field>)>
LIKE,>,<,=,etc. <value>
WHERE<function(<field>)>
LIKE,>,<,=,etc. <value>
Function_RangeDay
Function_RangeInt
Total
Contribution
Function_RangeMonth
Birth Month
Function_RangeYear
Birth day
Age
WHERE<function(<field>)>
LIKE,>,<,=,etc. <value>
WHERE
<function(<field>)>>=<value1
>
AND<function(<field>)><=<val
ue2
WHERE
<function(<field>)>>=<value1
>
AND<function(<field>)><=<val
ue2
WHERE
<function(<field>)>>=<value1
>
AND<function(<field>)><=<val
ue2
WHERE
<function(<field>)>>=<value1
>
AND<function(<field>)><=<val
ue2
98
GroupList
Small
Groups
Comparison dropdown
integer textbox using a
query to return values
Serving
Hour
WHERE person_id
IN(<person_ID values>)
Lookup_CompareList
Query_CompareInt
Query_CompareList
Category
Query_CompareStrin
g
Comparison dropdown
textbox using a query to
return values.
Query_Const_Lookup
Serving
Status
Query_Lookup
Role
Range_DateTime
Range_Int
D value
Table_Lookup
Member
status
TagList
YesNo
Query_Query_Looku
p
Birth date
Ministry Tag
In Small
Group
Status
WHERE
<query(<field>)>=,<.>.<>.E
tc. <value>
WHERE
<query(<field>)>=,<.>.<>.
Etc. IN
(<value>,<value>,etc.)
WHERE
<query(<field>)>=,<.>.<>Et
c. <value>
WHERE
<query(<field>)>=,<.>.<>
Etc. IN
(<value>,<value>,etc.)
SELECT <field>as field_value,
<field> as field_text
WHERE <field>>=<value>
AND <field> <=<value>
WHERE <field> >=<value>
AND <field> <=<value>
WHERE <field> IN
(<value>,<value>, etc.)
WHERE person_id IN
(<person_ID values>)
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Steps to Add a Custom Person Attribute to Public/My Lists:
1) Create custom Person Attributes.
2) Go to AdministrationList Configuration.
3) Select the Edit
icon of the Report Type to which you would like to add the Attributes.
4) If you would like to add these attributes to the Person Report Type, select Link to Person
Report. It is common to add Person Attributes to the Person Report type.
5) Select Person ID from Select Field Name dropdown. This is the field to connect the tables
together.
6) Select Add Attribute Control.
7) Select the Link to Attribute Table, as desired. Core_person (P) is mostly like going to be
what you want if you are adding Person Attributes.
Report Type Details
8) Click Save. Now you should see Attribute Controls to the right of the Report Type.
9) Click Attributes Controls to select the fields to make available in Public/My Lists. The
assumption is you have made security settings for any fields you want to restrict access.
Attribute Controls
100
icon of the Attribute Group, so you can select each field specifically.
Attribute Group
101
Reports
The Reports page has identical functionality to the Reports section in Membership. No
default reports for Administration are included in the default Arena installation, however
any custom reports deployed to the Arena/Administration folder of your Report Services
will display here. See Reports in the Membership section of the Arena End User Manual for
information on using pre-built reports.
Steps to Add an RDL Report from Uploading the Security Roles Report from the
Community: http://community.arenachms.com/files/folders/reports/default.aspx:
1) Locate and download the desired the report.
Community Report
102
6) Select the desired folder.
Report Manage Folder
103
11) From the drop-down of the uploaded report, select Manage.
Report Drop-Down
104
14) Click Data Sources.
Data Sources
17) Click on the applicable folder to confirm the Report loaded and is running.
For Community reports that contain a SQL file, you will need to first execute the SQL, after
associating it with your Arena DB. Then proceed to upload RDL file.
If you have the need for a custom report, please e-mail your request to
reportrequest@arenachms.com.
Arena Premium Administrator Manual V2011.1.00
105
Web
This section of the manual focuses on the basic elements of the Arena internal application.
Pages
Pages display all pages for both the internal and external portal. You can also add pages from
Page Hierarchy
106
Pages display in an expandable tree view and represent the order in which they appear within
Arena. Faded folders indicate that a page is set to not Display in Navigation. Clicking on a page
will display the tabs of that page such as Page Details, Content Tabs, Child Pages, and
Security. You can create and maintain page settings, module content, and new pages using these
tabs. The template used for each page determines the content area tabs.
PAGE DETAILS
Clicking on the Edit Details button on a page will display the page details. This is where the
page-specific options are set.
Page Details
Template This is the template for this page. See the Templates section of this manual for
more information on adding new Templates to Arena.
Parent Page This is the page above the current page, in the page tree hierarchy. You can
move a page by selecting an existing parent page in the drop-down. All child pages will stay
bound to this page.
Page Name This is the page name and will display in the Header and in the Navigation bar, if
the page is marked to Display in Nav.
Menu Name This is an additional page name, for web analysis purposes.
Display in Nav This option will turn this page on or off in any Navigation control.
Require SSL This option requires https:// and a valid SSL certificate to open and view.
Validate Request - This checkbox controls whether you can use scripts or tags on the page.
Checking this box will prevent cross-site scripting attacks. The installer checks this box on all
pages by default except for page 2297 (Organization Settings) and page 32 (Page Details). Any
page in Arena where this setting is set will cause an error if it detects any dangerous input such
as <scrip> tags or any HTML tags.
Description This is the description of the current page, it also shows in the Page Header,
providing the template accommodates for this.
Settings This is where you can set options like the Page CSS, Navigation icons, and other
options are that are specific to the current page.
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6) Based upon the selected module, make required and desired changes.
7) Click Update.
8) Set permissions for each control, by existing Security Role or by person, by clicking the
Security
9) If multiple controls exist on the page, change the order of the controls, by using the
drag-n-drop the control to the desired position.
to
Many controls have required settings, and you cannot update the control until you enter or
select all required fields. If you click the Update button with a required field empty,
message will display indicating that a field is missing, and a small * asterisk will display
next to the field.
108
CHILD PAGES
Adding pages is essential to customizing Arena to work for you. Before you create a new page, to
contain new information or if a certain control requires a new page, you will need to decide where
in your Page Hierarchy you want to place that page. The Page Tree Hierarchy is a graphical display
of the structure of your web pages. The following will refer to the relationship between pages as
Parent/Child where a Child Page is a sub-page of a Parent page.
3) If this is the first child page, click Add, or if pages already exist click on the Add New Page
icon. This will automatically open the Page Details tab of the new page, allowing you to set
up the page.
Whenever you create a Child Page, it will automatically inherit the template, page
settings, controls, and security settings that are on the Parent Page. Inheritance is only at
the point of creation, meaning that if you add a control to a page that has child pages, the
existing child pages will not inherit the new control. In this scenario, you will have to add
each control manually to each child page. However, if you later add a child page, it will
inherit the control. Therefore, it is recommended that if several pages are to be created
underneath a single New page, the default modules should be set on the first page (such
as Advanced HTML Text), to save time.
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PAGE SECURITY
Page Security enables you to determine which security roles or individuals have access to a page.
By clicking the Security
icon on the right of that page, you can assign the appropriate roles
and individuals the desired permissions. See the Security Roles section of this manual for
help with Roles.
Page Security from Child Pages
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EXPORTING PAGES
Exporting pages will allow for copying a page or a section of pages in a simple browse and click
method for importing back into Arena as a duplicate set of pages.
Steps to Export Pages:
1) Go to the parent page you wish to export.
2) Click on the Export button on the Page Details tab. This will display the Export screen, as
shown below. This popup will display the name of the top page to export. You can add special
instructions that will display during the import process. There will also be a checkbox to
include all the child pages of this page, if applicable. This allows you to export groups of
pages, such as the entire Leader Toolbox. Uncheck if only you desire to export only this page.
The Attach Additional Files is for the template, CSS, modules, etc. you want to add to the XML
file for bulk import.
Page Export
3) Click Export once the export is ready. This will prompt you to save the XML file.
4) Save the file in a desired location, for easy access to import.
IMPORTING PAGES
You can import pages into Arena by an XML file created by the Page Export process. As one XML
file can contain the information for several pages, only one import is required for a group of
pages.
Steps to Import Pages:
1) Go to desired Parent Page of the desire location for the new page(s).
2) Click the Child Pages tab.
3) Click on the Browse button, as shown below. This will open a Windows file browser, where
you can select the XML file.
Add Pages
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4) Click Upload to start the import process. This will display the contents of the export, showing
the main page to import, an option to only import that one page or include all of the pages in
the file (if multiple pages were exported), a details link, and a list of files to import. If the
included files are up to date and present, then the status will show Skipping file is up to
date, otherwise, it will warn that the file will be overridden. Clicking the Details link will
display the page hierarchy of the pages to import, as shown below.
Importing a Page
5) Click Import once you confirm all import options, as desired. There will be a prompt for an
Administrator to log in to the Web Server, and then the pages, page settings, page details,
modules, and module settings will import. Security will inherit from the parent page selected
to import under. This will then show the Page Details tab of the top page imported, where you
can adjust control settings, as desired. It is a good idea to check all the control settings, in
case of misplaced page associations during import. There will be a small Page Hierarchy above
the tabs for easy navigation around the newly imported pages. This will be present any time
you open the page, until you restart the Web browser.
Imported Page Module Settings
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Portal List
Portals are routing paths that the web.config file in the Arena code folder uses to direct a user to
the proper home page and login. When a person accesses Arena, regardless of his or her location
or what site he or she is attempting to access, the web server consults the web.config file as
referenced in Internet Information Services, or IIS. The web.config file has a default portal ID.
The web server then queries the Arena database to determine what page to direct the user to,
based on that portal, whether or not the user needs to log in, and what page that contains the
Login control. Arena uses the default, if the web server cannot determine the Portal. However, the
Default Domain field determines correct Portal. The Portal List enables the administrator to
manage these portals.
Upon opening the Portal List page, you will see a list of all current Portals. This list shows the
Portal ID, Portal Name, and Title, as shown below.
Portal List
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PORTAL DETAILS
Clicking on a portal will open the Portal Details screen, where you can set the parameters of a
portal, as shown below.
Portal Details
Portal ID Arena automatically generates the ID when you create a new Portal and is used in
the URL as the destination portal ID to access the correct Portal manually.
Portal Name This is the name of the Portal.
Portal Title This is the title of the Portal, this will show in the Browser header bar
Portal Description This is where you can enter a description for the portal.
Portal Notes Enter notes about this portal here.
Default Page ID - Click the Page Picker
icon to select the default page to route logged in
users.
Portal Style Sheet Enter the default Cascading Style Sheet (or CSS) file for use throughout
this portal.
Tree Style Sheet Enter the default tree style CSS file for use throughout this portal.
Navigation Style Sheet Enter the default navigation style CSS file for use throughout this
portal
Login Page ID Click the Page Picker
icon to select a Login page for this portal. All portals
must have their own login page.
Not Found Page ID Click the Page Picker
icon to select a Page Not Found page for this
portal. This page will display if the user attempts to browse to a non-existing page.
Default Domain Enter the default domain for this portal. This is how Arena will know which
portal to route users to, based on the URL they entered to access Arena.
Mobile Check this box is this portal is for mobile devices.
Authentication Choose which Authentication mode this portal will use. Windows
Authentication will use Domain access to grant access to Arena and will recognize the user
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114
based on the Domain user. Forms access will bypass the Domain and require the user to
log into Arena using the username and Password setup in Arena for access.
Modules
The Module page will list all available controls. Modules are controls used throughout Arena. Each
control has specific function and may or may not contain control settings. Some control settings
are required, and some are optional. You will want to evaluate controls as you implement specific
Arena features.
When you create new modules, you must add them to this page before you can add them to a
template or page. See the Appendix in this manual for a complete listing of the modules
included with Arena.
Module List
modules.
Pages Click this link to display the file path of the pages where this control is currently used.
- You can delete modules, if they are not in use. If they are in use, the
will be shaded.
Import Modules You can import modules by using the Browse at the bottom of the
Module List, in exactly the same way Pages are imported. You can import one module per
XML file.
Export Modules You can export modules on this page. Clicking the Export button will create
an XML file that will contain the contents of the .ascx file and the Module reference for the
database.
Many controls have required settings, and you cannot update the control until you enter a
value for the required fields. If you click the Update button with a required field empty, a
message will display indicating a field is missing, and a small * asterisk will display next to
the field. Once you enter all required fields, click Update button to accept the changes.
115
Steps to Add a New Module:
1) Click the Add New Module
icon.
2) Enter and select fields, as desired.
Adding a New Module
116
Templates
Templates are the framework that defines the appearance and layout of your site. Without
templates, you cannot create a page or place content. Templates are in HTML inside of an
ASP.NET page and allow a huge amount of versatility both in their own content and design and in
the design of your web site. While the majority of your web site will use the same template file,
you may encounter a few pages you will want to use a different template, such as the home page
on your Arena-managed external web site. Arena includes default templates used throughout the
application, and serve as excellent examples of a templates structure.
Arena establishes page content layout with Templates. Click on Templates under
Administration to view a list of all templates currently connected to Arena, as shown below. You
must have all templates listed on this page in order to use them in Arena, including an Arenamanaged external website. The HTML format of these templates is coded in C# and is saved as an
ASP control file (.ascx). You can create your own template in an HTML editor program.
Template List
While you can create a new template from scratch, you will need to consult with a web developer
to do so. However, it is very easy to simply copy and modify one of the default templates
included with Arena.
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Steps to Add a New Template:
Please consult your local web professional for help in creating your own templates to use in Arena.
1) Copy your template to the ~\Arena ChMS\Arena\Templates folder on your web server.
2) Click Add New Template.
3) Enter a Template Name.
4) Enter the URL path for this template. The Arena defaults reside in the Templates folder of
your Arena folder.
5) Enter a description for this template.
New Template
6) Click Update.
Steps to Change a Template:
1) Go to the desired page.
2) Click Edit Details on the Page Details tab.
3) Select the desired template from the Template drop-down.
Selecting a Template
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Podcasts
ADMINISTRATIVE SETUP
Feed Formats
The first step is to set up the feed formats, setting up a separate feed for each file type you would like
to podcast, i.e. MP3, MP4, MOV, AVI, as shown below for one for MP4 video and one for MP3 Audio.
Feed Formats
icon.
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A successful podcast setup within Arena will require an internal page structure using the appropriate
modules on each page. The following documentation and screenshots represent a basic podcast setup.
Basic Internal Page Structure
The modules used on each page along with their settings are as follows:
Podcast Channels:
Module: Feed/Channel List
Settings: No settings needed to use default setup
Channel Details:
Module: Feed/ChannelDetail
Settings: No settings needed to use default setup
Module: Feed/Channel Tabs
Settings: No setting needed to use default setup
Item Details:
Module: Feed/Item Detail
Settings: Item List Page - Set to Channel Details page (note: default description for this setting
seems to be misleading)
Topic Details:
Module: Feed/Topic Detail
Settings: Topic List Page - Set to Channel Details page (note: default description for this setting
seems to be misleading as well)
Defaults used for all other settings in this setup
Topic Item Detail:
Module: Feed/Item Detail
Settings: Item List Page - Set to Topic Details page (note: default description for this setting seems
to be misleading as well)
Setting up these internal pages will now allow users to create podcast channels, add topics and actual
audio/video files to host. This is sufficient setup to allow users with RSS feed catchers, such as
iTunes, to manually subscribe using the specific URL of the feed channel. See Podcast Channels in
the Arena End User manual.
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An external page structure is necessary to allow web users to access your podcasts, and subscribe to
them directly from your website. Below is an example of a basic podcasting setup. In this example, a
"Podcasts" page is directly under the website homepage. Permissions will allows all users to have
access to the podcasts.
Basic External Page Structure
The modules used on each page along with their settings are as follows:
Podcasts:
Module: Feed/Channel View
Settings: Image Size- Set to desired height/width size of display image (default is 120)
Item View Page - Set to page beneath this one containing the Item Flash Viewer module
(for this example, set to "Podcast Items" page)
Topic View Page - Set to page beneath this one containing the Topic View module (for
this example, set to "Topic Page" page)
Defaults used for all other settings in this setup
Topic Page:
Module: Feed/Topic View
Settings: Image Size- Set to desired height/width size of display image (default is 120)
Item Detail Page - Set to page that will show details of an item selected from current
page (for this example, set to "Podcast Items" page)
Defaults used for all other settings in this setup
Podcast Items:
Module: Feed/Item Flash Viewer
Settings: Flash Format - Select the desired Feed Format for this module to display.
Defaults used for all other settings in this setup
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Operations
Exceptions
When Arena encounters an error, an Exception automatically generates. Most exceptions will
display onscreen when they occur, and Arena will send an e-mail to Arena Support. However,
some exceptions, like Access Restrictions, do not display.
All exceptions display on the Exceptions page. All errors display in reverse date and time order.
Clicking on the Name of the exception, which also serves as the number, will open a new window
with the original error and details. When contacting Arena Support with exception issues or
questions, you may need to access this page.
Refresh Cache
When administrators make changes to an Arena portal, such as adding pages and changing
control settings, you may need to update the cache in order for the changes to take effect. You
can also add &refreshcache=true to a page. In some rare instances, you may need to reopen
the browser for the changes to take effect.
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Appendix
Appendix A Organization Settings
Setting Name
Category
Organization
Score for automatically entering a user into a Small Group based on search
criteria. If the users first day choice matches, this score is added to the
running total.
Organization
Score for automatically entering a user into a Small Group based on search
criteria. If the user's second day choice matches, this score is added to the
running total.
Active Meter
Chart Duration
Organization
The duration (in years) to populate the active meter history chart on the
person details page.
AD Domain
Organization
AD ID attribute
Organization
AD Server
Organization
API Enabled
Organization
Set to true/false to enable/disable REST API access. You must refresh cache
for this setting to take effect.
API Enforce
Person Field
Security
Organization
Set to true if person field level security should be enforced when using the
REST API. You must refresh cache for this setting to take effect.
Organization
Set to true if you want to temporarily disable the need to pass invalid
api_session and api_sig parameters to the API. You must refresh cache for
this setting to take effect
Organization
If ApiTestModeEnabled is set to true, then this user will be used for test
access. This must be a valid Arena login associated with a person. You must
refresh cache for this setting to take effect
API Url
Organization
Area Score
Organization
Score for automatically entering a user into a Small Group based on search
criteria. If the user lives in the same area as the small group, this score is
added to the running total.
Arena Notification
Role
Organization
Name of Arena role that should be shown notification such as a new update
being available from the Community. Set to blank if no one should ever be
shown update notifications.
Assignment Base
Detail URL
Assignments
Base URL to use in e-mails when sending Assignment e-mails. For example,
the 'Assignments' application will append '&assignmentID=1234" to the end
of this URL.
Available Slots
Score
Organization
Score for automatically entering a user into a Small Group based on search
criteria. If there are available slots still open in the small group, this score is
added to the running total.
None
The internal URL to Arena. This is used to calculate location of web services
used by Arena. e.g. http://yourinternaldomain/Arena.
Base Internal
URL
Description
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Setting Name
BC Account Code
BC Church Site
ID
BC Provider Site
ID
Birthday E-mail
Black List
Bulletin Days
Category
Description
None
None
None
Organization
Security Settings
Organization
Bulletin Options
Organization
Business
Directory E-mail
Organization
Organization
Organization
If this is set to true, then people are allowed to check in to multiple events
at one time.
Check-In Include
Inactive People
Organization
Check-In Overlap
Threshold
Organization
Check-In Url
Organization
Business
Directory Expire
Days
Check-In Allow
Overlapping
Checkins
Classified
Approval E-mail
Classifieds
Classified
Approval Page
Organization
Classified E-mail
Organization
Classified Expire
Days
Organization
Organization
Score for automatically entering a user into a Small Group based on search
criteria. If the user's age is close to the age range of the small group, this
score is added to the running total. Close is defined by the lookup
qualifiers.
Computer
System Image
Path
Organization
Counsel Team
Member Profile
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Setting Name
Category
Description
Counseling
Restriction
Identifier
Critical Profile
Days
Tags
The number of days that a prospective volunteer has not been contacted to
show a red flag.
Daily E-mail
Organization
Organization
The default area code to be used when users enter a 7-digit number.
Default Max
Members
Organization
Delete Merged
Organization
Distance Score 0
to 1 Mile
Organization
Score for automatically entering a user into a Small Group based on search
criteria. If the user lives 1 mile or less away from the small group leader,
this score is added to the running total.
Distance Score 1
to 2 Mile
Organization
Score for automatically entering a user into a Small Group based on search
criteria. If the user lives up to 1 mile but less than 2 miles from the small
group leader, this score is added to the running total.
Distance Score 2
to 3 Mile
Organization
Score for automatically entering a user into a Small Group based on search
criteria. If the user lives more than 2 miles but less than 3 miles from the
small group leader, this score is added to the running total.
Distance Score 3
to 4 Mile
Organization
Score for automatically entering a user into a Small Group based on their
search criteria. If the user lives more than 3 miles but less than 4 miles
from the small group leader, this score is added to the running total.
Distance Score 4
Plus Miles
Organization
Score for automatically entering a user into a Small Group based on their
search criteria. If the user lives more than 4 miles away from the small
group leader, this score is added to the running total.
DS Password
Address
Standardization
Password to use for the DesertSoft (StrikeIron) web service for address
standardization.
DS Timeout
Address
Standardization
Timeout period to use for the DesertSoft (StrikeIron) web service for
address standardization.
DS Username
Address
Standardization
Username to use for the DesertSoft (StrikeIron) web service for address
standardization.
DS Version
Address
Standardization
ECard Sample
Message
ECard Sample
Sender Email
ECard Sample
Sender Name
E-mail Batch Size
E-mail Log Path
E-mail Pause
Organization
Organization
Organization
E-mail Settings
Organization
E-mail Settings
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Setting Name
Category
Enable Group
Updates
Small Groups
Event
Confirmation
Default
Event Registration
Event E-ticket
Barcode
Event Registration
Event E-ticket
Event Name
Event Registration
Event E-ticket
Location
Event
Registration
Event E-ticket
Person Name
Event
Registration
Event E-ticket
Start
Event
Registration
Description
If true, some public modules will allow the user to select the option to post an
update to their group wall. If false, this option will note be available.
Tags
Event Reminder
Default
Event
Registration
Event
Registration
Organization
Score for automatically entering a user into a Small Group based on search
criteria. If the user's age is in the age range of the small group, this score is
added to the running total.
Exception
Recipient
Exception
Processing
Exception User
Agent Ignore
Exception
Processing
Generic Female
Image Guid
Generic Male
Image Guid
Geo Coding
Service
Giving Batch
Name
Grade Promotion
Date
Organization
Organization
Address
Geocoding
Organization
The name of the batch in which all online giving will be assigned. Includes
Online Giving an Missions.
Organization
Date to promote people from one grade in school to another. e.g., 6/1
E-mail Settings
None
Mail Room
Server
Address
Standardization
The default e-mail for the group locator. If the administrators e-mail is empty
this e-mail will be used instead.
Last Time Gateway Account contributions where imported by Contributions
Application.
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Setting Name
Marital
Preference
Score
Merge Request
Recipient
Minimum Group
Match Score
group
Ministry Profile
Title
Newsletter Title
Online Giving
Confirmation Email
Organization Email
Organization Email Footer
Organization Email Header
Organization Email Name
Organization Nick
Name
Personal Profile
Title
Category
Organization
Description
Score for automatically entering a user into a Small Group based on their
search criteria. If the user's marital preference matches the groups marital
preference, this score is added to the running total.
E-mail Settings
Organization
The minimum score that a person registering for a small group must meet
before being automatically registered in that group.
Tags
Organization
E-mail Settings
Organization
Organization
Organization
Organization
Organization
Tags
Phone Expression
Organization
Phone Expression
Error
Organization
Prayer Request
Comment E-mail
Prayer
Test of the e-mail that is sent along with the comment entered when the
originator of the prayer request checks the Request comment field.
Prayer
Prayer
Text of e-mail that is sent to the originator of a prayer request that will not
be renewed
Prayer
Text of e-mail that is sent to the originator of a prayer request that will be
renewed
Prayer Request
Renewals
Prayer
Process Library
URL
Organization
Prayer Request
Days Active
Prayer Request
Expire E-mail No
Renew Prayer
<html>
Prayer Request
Expire E-mail
With Renew
Prayer <html>
Profile Title
Tags
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Setting Name
Progress
Horizontal
Position
Category
Organization
Description
Horizontal Position to display the loading section when asynchronous loading
occurs. Center, Right and Left are acceptable values.
Progress Text
Organization
Progress Vertical
Position
Organization
Rejected
Transaction Email
Report Path
Report Server
Login
Report Server
Root
Report Server
URL
Security Lock
Account Duration
Minutes
Security Lock
Account
Threshold Count
Security Lock
Account
Threshold
Minutes
Security
Password
Strength
Description
Security
Password
Strength Regex
Agent Processing
Report Settings
Report Settings
Report Settings
Report Settings
Security Settings
Security Settings
The user's account will be locked after this many unsuccessful login
attempts within [SecurityLockAccountThresholdMinutes] minutes. Set to 0 to
disable the locking feature.
Security Settings
Security Settings
Security Settings
Regular expression that defines how strong passwords must be. Leave blank
for default (5-30 characters and at least one digit).
Send ALERT
Exception
Processing
Send Exception
Exception
Processing
Serving Profile
Title
Small Group Reg
Leader Notify
Body
Small Group Reg
Leader Notify
Subject
Small Group Reg
Notify Body
Tags
Small Groups
Small Groups
Small Groups
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Setting Name
Category
Description
Small Groups
Small Groups
Enter the name that you want to replace Small Group with.
SMS Provider
Password
SMS Provider
Username
SMS Provider
UserName
Organization
Organization
Organization
SMTP From
Domain
E-mail Settings
The domain that all e-mails sent through Arena will be sent from.
SMTP Password
E-mail Settings
The password for the mail server Arena will use to send e-mails.
SMTP Port
None
SMTP Server
E-mail Settings
SMTP Username
E-mail Settings
The username for the mail server Arena will use to send e-mails.
StrikeIron Key
Address
Standardization
Username to use for the StrikeIron web service for address standardization.
StrikeIron
Password
Address
Standardization
Password to use for the StrikeIron web service for address standardization.
Organization
Flag indicating if areas are being used. This will control whether a person's
area or region is displayed on various controls.
Organization
Determines which values display in Add Registrations and the Small Group
Locator for the Type field. If this setting is false, the types will be determined
by the values in the smgp_cluster_type table. If this setting is true, types are
determined by the Lookup Values for the Small Group Types lookup. Those
are set in the Groups in Group Details.
UseShelbyV5Cont
ributions
Organization
Warning Profile
Days
Tags
Organization
The number of days that a prospective volunteer has not had his or her tag
member status updated, placing him or her in warning status. Between one
day to this setting, a green flag will display. After this number, a yellow flag
will display.
Absolute path to the xml reports definition.
None
Use this setting to use Yahoo for geocoding. Sign up for a yahoo App ID at
http://developer.yahoo.com/wsreapp
Small Groups
Score for automatically entering a user into a Small Group based on search
criteria. If the user's zip code matches the group's zip code, this score is
added to the running total.
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AD Sync
Area
Assignment
Process State
Background
Checks
Calculate
Peers
Classified Cleanup
Computer
Audit
Create
Occurrences
Daily E-mail
E-mail Clean
Description
(Active Directory) Sync This Agent synchronizes User passwords to the Active Directory.
The Active Directory Configuration must be set under Administration in order for this
Agent to function. If the Agent finds the same username in the Active Directory that is in
the Arena database, the users password will change in Arena to match the Active
Directory password.
This agent updates addresses with Areas.
Processes Assignment State Actions.
This agent processes background checks completed by the provider.
This agent executes all of the active relationship type stored procedures for the peer
network.
Removes classifieds that are older than the number of days entered. Default is 90.
This agent is heavily dependent on specific hardware configurations, but it searches the
Domain the web server is part of for other computers. It is capable of listing all the
computers on the Domain, along with hardware and software specifications about those
computers.
Creates occurrences for use in Check-In.
This agent sends a list of all birthdays for the day to a specified person.
This agent utilizes a POP3 (Post Office Protocol) e-mail account to inactivate e-mail
addresses that are invalid. These are determined by a mailer return to the POP3 account.
Email Contribution
Sends contribution statements by email.
Statement
Event E-mail
This agent sends all pending e-mails from the event. This includes reminders.
This agent automatically uses StrikeIron to determine the geographic location of all
addresses in the database. It also standardizes the postal code. This speeds up the
Geocode
loading time of Person Detail records, as records are Geocoded when opening if they
have not already been processed.
Historical
Processes historical payments.
Contributions
This agent separates Communications in batches and submits automated e-mail
Mail Queue
notifications to the SMTP server on the domain.
Mission Trip
This agent sends an e-mail to the mission team member to remind him or her of the
Deadline
registration deadline, if registration is not complete.
Reminder
Mission Trip
This agent sends an e-mail to the mission team member to remind him or her of the
Registration
deposit.
Deposit Reminder
This agent sends the specified newsletter to people subscribed to that newsletter. This will
Newsletter Send
enable you to send any number of newsletters by changing the NewsletterId parameter.
This setting is applicable only if you are integrating Arena with an Astericks Phone
PBX Cdr
System.
This setting is applicable only if you are integrating Arena with an Astericks Phone
PBX Peers
System.
This setting is applicable only if you are integrating Arena with an Asterisks Phone
PBX Voice-mail
System.
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Process Critical
Serving
Process Health
Meter
Process Metrics
Process Prayer
Requests
ProcessPOP3
Account
Send Birthday Emails
Serving Reminder
Small Group
Registrations
Subscribed
Announcements
Sync Roles
Transaction
Settlement
Generates a pending communication for all people who register for a Serving Tag that
meets the following criteria: The value of the status lookup is 'No Contact'; The status
lookup has a lookup_qualifier3 value of 1 AND they were last modified more than
OrganizationSetting['CriticalProfileDays'] days ago. Additionally, they are marked as
critical if the value of the status lookup is 'No Contact' and they were last modified more
than OrganizationSetting['CriticalProfileDays'] days ago.
Processes the health meter for everyone in the database.
Processes metrics based on their setup criteria.
Processes the prayer requests from the web site and sends the appropriate e-mails.
This agent Processes e-mails in a specific POP3 account to create the communication in
Arena.
This agent sends an e-mail to any person in the database that has a birthday on this day.
This agent sends an e-mail reminder to the members of the serving tags within a defined
period of time prior to the serving time (occurrence). This should run once a day.
This agent processes automatic Small Group registrations submitted through an Arena
powered website.
This agent Sends users any promotion info they've subscribed to, or any communications
designated for the announcement e-mail.
This agent adds individuals to Security Roles based on Role Sync Sources. It also adds
logins to records that do not have a login. In addition, an e-mail is sent to the user
providing that Notify is checked in the details of the Security Role.
Retrieves additional information for each transaction that falls within the specified timeframe
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Appendix C - Triggers
Upon installation, the Sync Utility imported your organizations original data to Arena. You can
also use Sync Utility to re-sync data again, import photos from Shelby v5, and set up Triggers.
There is also an option for you to delete previously synced data before syncing again. This is for
those who want to start fresh but want to keep as much information as possible (i.e., org settings,
non-synced members/tags/groups etc.).
You can:
Select to not install triggers while syncing.
Check to delete the previous information.
Select where to install the triggers, with advanced options even on the first sync.
If the profile in Shelby v5 is deleted, the Arena Ministry Tag is not removed, but the
If you delete an Arena Ministry Tag, the foreign key associated with the original Profile
is removed. The Profile in Shelby v5 does not delete but, but there is no longer a
relationship between the databases for this tag.
Trigger Description
Affected Fields
addresscounter,adr1, adr2, city,state, zip,
updates address information
whenupdated, whoupdated
updates or inserts family
namecounter,famnu,unitnu
information
deletes person - address
namecounter,addresscounter,typecounter
relationship
inserts new person - address
namecounter,addresscounter,typecounter
relationship
updates existing personnamecounter,addresscounter,typecounter
address relationship
namecounter,howrecieved,daterecieved,member
updates or inserts member
of,source,specialprofile,date1,date2,date3,date4,
path information
date5,date6,date7,date8,date9,date10
updates,inserts, or deletes
namecounter,e-mailaddress
e-mail information
namecounter,firstmiddle,lastname,suffix,salutati
inserts new records
on,searchID,birthdate,gender,maritalstatus,ssn,
notes,whenupdated,whoupdated
tr_core_person_ phone_
delete
all
tr_core_person_ phone_IU
phonetypes,namecounter,phonenu
tr_core_person_Update
namecounter,firstmiddle,lastname,suffix,salutati
on,searchID,birthdate,gender,maritalstatus,ssn,
notes,whenupdated,whoupdated
tr_core_profile_member_IU
profile,start,naend,notes
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Triggers installed in the Arena database by default
Trigger Name
Trigger Description
Populates the active meter
core_trgr_active_meter
history
Populates the member
core_trgr_ member_status
status history
sets the update date as
port_module_ updt_trigger
today
port_module_ instance_updt_ sets the update date as
trigger
today
sets the update date as
port_portal_page_updt_trigger
today
sets the update date as
port_template_updt_trigger
today
Affected Fields
person_id,active_meter
person_id,member_status
portal_def_last_updated
portal_def_last_updated
portal_def_last_updated
portal_def_last_updated
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Triggers installed to the Shelby v5 Database by the Arena Sync Utility
Trigger Name
Trigger Description
tr_Arena_MBMST_InsertUp
date
updates or inserts
records and MB
information
Affected Fields
date_created,date_modified,created_by,modified_by,organ
ization_id,title_luid,nick_name,first_name,last_name,suffix
_luid,birth_date,gender,postal_code,ssn,notes,marital_stat
us,member_status,record_status,inactive_reason_luid,forei
gn_key
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Module Description
Lists active campaigns.
Connection set up for access to the Active Directory.
Creates new campaigns and adds families to a campaign.
Adds records to tags.
Registers people to a small group based on defined criteria.
Places an HTML Text control on a page for adding text content.
Used for advanced Settings of list reports.
Advanced List Report option.
Adds and lists alternate IDs for a person.
Applications that are allowed to use the Arena API.
Security module to control external applications.
Set default global settings for client application.
Displays detail information about an Area.
Lists all created areas.
Displays an area map.
Displays an area map based on the individual viewing.
Shows details of an assignment.
Entry screen for end-users to request help.
List of assignments.
Lists assignment types that the user can enter assignments for.
Attendance Summary
Attendance Type Group List
Attendance Type List
Attendance Upload
This page is used to edit and view background check type details.
This page is used to edit and view background check type details.
Background Checks
This module lists all the background checks and enables you to
request new background checks.
Attendance Grid
Attendance List
Attendance Quick Entry
Attendance Report
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Module Name
Module Description
Campaign List
Campaign Next Family
Campus List
Change Password
Channel List
Channel Tabs
Campaign Admin
Channel View
Channel Detail
Chart from Query
Check-In Monitor
Check-In Theme List
Classified Approve
Classified Entry
Classifieds Admin
Classifieds Categories
Classifieds Category Details
Communication Approval List
Communication Templates
Computer System Details
Computer System Software
Computer Systems List
Contribution Analysis
Contribution Batch Detail
Contribution Batch List
Contribution Detail
Contribution Fund List
Contribution History (Admin)
Contribution History (User)
Contribution List
Contribution Pledge Detail
Contribution Project List
Copy Report
Counsel Request
Counseling
Custom Field Group List
Custom Field List
Dock Container (2 columns)
Dock Container (3 columns)
Document Types
E-Card Category List
E-Card Display
E-Card List
Lists either all contributions or all contributions per giving unit ID.
Displays and creates new pledges for an individual.
Lists contribution projects.
Copy List Report.
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Module Name
E-Card Message Entry
Edit Family Wizard
Email Configuration
Event Calendar
Event Detail Tab Module
Event Details
Event General Ledger Export
(Popup)
Event Profile Child View
Event Profile Detail
Event Registrant Details
Event Registrant List
Event Registration - Page 1
Module Description
Creates the message in the E-card.
Adds new records.
This module can be used to edit the configuration details for sending
emails from Arena.
Displays a calendar of Event tags.
Displays information about Event Tags in a tabbed format.
Displays the details about an Event Tag.
Exports event registration payments to Shelby V5 General Ledger.
Displays tag set up as child tags of an event tag.
Displays the tag-specific information of event tags.
Displays registrant information of an event tag.
Lists registrants of an event tag.
Page 1 of event tag registration process.
Kiosk List
Kiosk Schedule List
List Report
List Report Configuration
List Report View
List Tables
Location List
Login List
Login Logout
Lookup List
Lookup Type List
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Module Name
Mail Merge
Marketing Registration
Merge Persons
Metric Chart
Metric Detail
Module Description
Creates a new e-mail (communication).
Allows a user to display a map with directions from one address to
another address.
Allows a visitor to the website the ability to send a pre-configured email.
Allows registration for adding promotions.
Allows merging of multiple people.
Displays the metric result graph.
Displays details of the metric information.
Metric List
Mission Details
Mission List
Mission Registration
Mobile Person Details
Mobile Person Search
Module List
My Area Details
Lists metrics.
Displays details of a Mission Trip.
Lists set up in Mission Trips.
Online Mission Payments and Registrations.
Person Details screen for use in Mobile portals.
Search screen for use in Mobile portals.
Lists and creates modules (controls) and file for them.
Displays area details for logged in individual.
My Area List
My
My
My
My
My
My
My
My
My
My
My
My
My
My
MapLink
Marketing Notify Friend
Assignments
Attributes
Campaigns
Giving
Group
Groups
Missions
Photos
Registrations
Repeating Payments
Serving
Subscriptions
Twitter
Wall
My Attributes
Navigation Bar Control
New Account Request
Newsletter Archive
Newsletter Article Display
Newsletter Articles
Newsletter
Newsletter
Newsletter
Newsletter
Newsletter
Newsletter
Author
Promotion Display
Subscribe
Subscription Admin
Unsubscribe
Volume
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Newsletter Volume Display
Page Navigation
Pages as Tabs
Peer List
Peer Types
Person Bulk Update
Person Detail
Person Documents
Person Info
Person List
Person Pledge List
Person Query
Person Quick Search
Person Role List
Person Roster
Person Search
Person Subscriptions
Person Viewed
Photo Browser
Photo Display
Podcast Channel Detail
Podcast Channel Feed
Podcast Channel Guide (Simple)
Podcast Channel Listing
Pledge Quick Entry
Poll Display Active in Category
Poll Display Newsletter
139
Prayer
Prayer
Prayer
Prayer
Prayer
Comment List
List
Request Details
Request List
Requests
Prayer Session
Previous Communications
Profile Activity
Profile Details
Profile Documents
Profile List
Registration Members
140
Report Viewer
Report Wizards
Reporting Services Configuration
Role Members
Roles
Security Subject Permissions
Security Templates
Security Tree View
Serving Opportunities Critical
Serving Opportunity Details
Allows user to search for a serving profile that matches the specified
criteria.
Places a flash file on a page.
Lists and creates new Small Group Categories.
Displays details of a small group cluster.
141
2) Using the Freeform tool, draw the shape of your area making sure to close the box at the
beginning point.
MapPoint Freeform Selection Tool
142
3) Go to Tools > Coordinate Exchange from the MapPoint menu, as shown below.
Coordinate Exchange
4) Choose MapPoint Application and Freeform Line for the Source fields. If you want to
name the Line, you can do so here. This is not necessary in this example as we are only using
this tool to retrieve the coordinates of the defined area.
5) Choose File and Waypoints as the Destination.
6) Choose Comma Separated Values for File Type.
7) In the File Path, choose a location on your local drive and create a file name such as
Area1.csv.
8) Click the double arrows between the Source and Destination fields to create the file. The
screen will display a notice with the total number of coordinates.
Coordinates Confirmed
10) Enter the coordinates in the Group Area Map. See the Areas section under Groups in
the Arena End User Manual for instructions to enter the coordinates.
143
Install .NET 3.5 full version, if not already installed. Use Windows Update in Internet Explorer to do
this, or go to www.microsoft.com.
The Kiosk you are installing to must have access to the SQL Server and the Report Server on the
domain.
Install Reporting Viewer locally on each computer running Check-In.
Review Check-In Application Settings.
Make adjustments to Check-In Organization Settings (i.e., Check In Allow Overlapping Checkins,
Check In Include Inactive People, and Check-In Overlap Threshold) , as desired.
You must configure scanners in wedge mode, to save scans as plain text.
You must add a Carriage Return character to the end of the scanned value in order for the kiosk to
accept the value. Please consult your scanners manual for configuring the scanner.
PRINTERS
Steps for Windows Configuration, using the kiosk physically connected to the printer:
1) Install print drivers.
2) Share the printer on the network if other kiosks will print to this printer.
3) For the Brother QL-550, you must set printing defaults.
4) Go to Control Panel Printers and Faxes, right-click on the printer.
5) Choose Properties.
6) Go to the Advanced tab and click Printing Defaults
7) Select Width of 2-3/7 (this is the size of the default Arena labels, but this can be changed through
Reporting Services).
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Under Check-In Kiosks, edit a kiosk and set up a default printer. The Printer Name must
be the full network share path to the printer (e.g. \\hostcomputer\printer). You can use any
networked printer as the default.
Under Check-InAttendance Type CategoriesAttendance TypesLabels, add a new
label for the attendance type and select, either a specific printer or select [Use Kiosks Default
Printer].
If you select [Use Kiosks Default Printer], then the labels printer will be based on the
kiosks default printer set up under Check-InKiosks. If three kiosks are set up to take
attendance for the same attendance type, then each kiosk can print to its own default
printer.
If you select a specific printer, then every print job is sent to that specific printer.
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146
TROUBLESHOOTING
The Kiosk is inactive
The kiosk application will display the following screen if there is not a schedule set to run on the
Kiosk at this time. Edit the Kiosks schedule to correct this if this screen displays during needed
Check-In times.
Kiosk Troubleshooting
147
The Kiosk loads, but when someone checks in, No Classes are available
The following screen (name will be changed for whoever is attempting to check in) will show for
various reasons, but usually a setting in the Attendance Types or the individuals record is the
culprit. Following are things to check for troubleshooting this message.
Class Not Available
148
Issue: All Occurrences for the current time are Closed (Arena v2.0 and later).
Fix: Open an Occurrence.
Fix: Create a new Occurrence record.
Issue: Classes are available, but Membership is required
This message will display when the Attendance Type is linked to a group or tag, Membership Required
for Check In is selected, and the person is not in the group or tag.
Membership Required
149
150
3) Save the XML file. For easy access, you can save this file on your desktop. You will not need it
once you import the pages, unless you are adding additional Group Categories.
Group XML file
4) Go to AdministrationPagesHomeGroups.
5) Click the Child Pages tab.
Groups Child Pages
6) Click Browse at the bottom of Child Pages and locate the XML file to import.
7) Click Upload.
File Upload
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8) Click Import. Be sure Import the Groups page and the 10 child page(s) is selected.
Import Pages
9) Click Edit Details on the Page Details tab, to change the name.
Page Details
10) Enter the new Page Name for this Groups page. This name will display in the Nav Bar.
Page Details
11) Click Update. The new Groups section will display under Groups.
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Steps to Create the Category, an initial Group Cluster Type and initial Cluster Levels:
Go to AdministrationSmall Group Structure.
1) Go to AdministrationSmall Group Structure.
2) Click the Add New Category
icon. The name of this category will be the tab name for every
group, at the lowest level of the Group Tree. There is no need to add an s to the name, as Arena
will do this automatically.
New Small Group Category
3) Set Group Page ID and Cluster Page ID. Pages numbers may vary.
Category Details
153
4) Complete Fields, as appropriate for this Category. See Small Group Structure in this manual for
additional information.
5) Click Update.
6) Click Cluster Types for the new Category.
Cluster Types
8) Enter Cluster Type name. Arena will add s to the name, at the lowest level of the Small Group
tree.
9) Select Yes to Allow Registrations and Occurrences, if you would like to enable on-line Group
registration and to take attendance, respectively.
Cluster Type
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11) Click Cluster Levels.
Cluster Levels
12) Click Add Cluster Level. For this example, we will create three levels.
Add Cluster Level
13) Enter Name and Select Options for this Cluster Level.
Cluster Level Details
Name This is the name for the Cluster Level. It is also the tab name for all groups using this
Cluster Type.
Level This is the Cluster Level. There is no need to change the default value.
Allows Groups Check Yes if this is the lowest of the Group Cluster, where groups will be
added.
Allow Area Check Yes if you want these groups to be included in Groups Area.
Notify Leader Check Yes if you want the leader to receive an email notification when someone
registers for the group.
Notify Admin - Check Yes if you want to the leader to receive an email notification when
someone registers for the group.
Arena Premium Administrator Manual V2011.1.00
155
14) Click Update.
15) Click the Add New Cluster Level
16) The last Cluster Level for each Cluster Type must have Allow Groups checked Yes, in order to add
Groups. Set Allow Registrations and Occurrences to Yes if you would like to enable on-line
Group registration and taking attendance, respectively.
Lowest Cluster Level
156
Steps to Set Small Group Cluster Tab Control Settings for the New Group:
1) Go to AdministrationPagesHome<NewGroups>All Groups page.
2) Click the Main Content tab.
Main Content Tab for Groups Page
5) Click Update. Now you are ready to create Groups using the new Category and Cluster Type(s).
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PAGE STRUCTURE
The page structure is how Arena defines the layout and navigation of your web site and frequently
referred
to as a page tree because it uses a hierarchy-type structure consisting of parent pages with one or more
child page, which can be parent pages as well.
You Arena installation includes a default second page tree, as shown below, that includes several pages
and
controls that are designed to be available on the external web site for your organization.
Default Portal 2 Web Page Tree
While the scope of this section does not include the specific details of the design of your web site, you
should consider specific factors designing your web site. We highly advise that you create the entire
page structure for each section before adding the associated controls, as some control settings may
require the existence of other pages.
INHERITED ATTRIBUTES
When you create a page, it automatically inherits the security settings and modules of its parent page.
You can use this when initially creating your web site for items that will be on every page, such as the
All Users Security Role or the navigation control. However, should you have cause to add a page later,
remember that it will inherit every control on the parent page in each tab, as well as the security
permissions of the parent page. Also, note that inheritance only occurs when you initially create the, and
any modules or security settings added to a page will not automatically propagate down to any child
pages.
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VISIBILITY
Occasionally you will find that you need to have pages in your page structure that you do not want to be
visible in the navigation bars on your website. These pages can be hidden by un-selecting the Display
in Nav checkbox in the Page Details of each specific page. This is separate from a security option. A
user with proper security permissions can still navigate to these pages by redirects, saved links, or other
means but, if they do not have the proper security permissions for the pages they will be unable to
access them by any means.
IMPORTING/EXPORTING PAGES
Arena allows you to import and export pages and their child pages, including any modules that exist on
those pages. You can use this to move pages from one portal to another or even from one installation of
Arena to another. These export files will retain the modules on the exported page and any child pages,
the tree structure of the exported page and its child pages, and any page references (such as module
settings) that are internal to the tree that is begin imported.
REQUIRED PAGES
While your specific site design will be unique, there are several key required pages in order for your
Arena managed web site to function.
Root Page
The first of these is the Root page, which serves to organize all of the pages for your web site. As this is
simply a container page, it should contain no modules. To create this page (unlike other pages), you will
need to first create it as a child of another page and then change its parent to Root in the Page Details
area.
Home Page
Second is the Home page, which is the refer page in the portal details. Your Home page will also
frequently be a different template from the rest of your site to display Flash animations, promotions, and
other links to vital areas of your web site. The modules on this page will vary greatly depending on the
needs of your organization. Frequently this page will include a navigation bar to reach the rest of your
site, promotion modules to display your active promotions, and any number of Advanced HTML Text
modules to display the animations and any other static content not written into your template.
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Login Page
Thirdly, you will need a Login page (as a child page of your Home page) which will contain the User
Login module to allow your web site to authenticate visitors as individual Arena users. Authentication
allows users to access secured areas, based on security permissions. The Login page is also selected in
the portal details and is referenced by several modules. There are three optional child pages you can
create under your Login page (which you can select in the settings of your User Login control), but are
not required for a basic web site.
Login Pages
A New Login Request page with either an HTML E-mail Form module (which requires an admin to
create the login manually, but helps prevent duplicates) or a New Account Request module (which
allows the user to create their own login, but they can create a duplicate of themselves that will have
to be merged later). If you will be using the New Account Request module, you will need to set up a
tag synchronized to a security role with permissions to the web site and enter that tags profile ID as
the profile ID module setting so that the users are automatically be added to the security role.
A Request Information page with the Request Login Information module to allow users to have
their login information sent to their e-mail address if they forget it.
A User Confirmation page with the User Confirmation module allows the user to update their
detailed information when they log in. If you use this page, you should set the Redirect control
setting of your User Login page to ~/default.aspx?page=<page number>, (where <page number>
is the page ID number of your User Confirmation page) and the Redirect control setting of this User
Confirmation module to ~/default.aspx?page=<page number> (where <page number> is the
page ID number of either your home page or your members home page).
The All Users security role must be able to view your Login page, as all visitors count as members of
the All Users security role until they have passed through the Login page. It is also important to give
view rights to the Login page to every security role with any permission for this page tree, as certain
modules may attempt to re-verify the identity of a user by passing their login and password to the Login
page.
MODULES
As you navigate around the Arena application, you will see many different ways in which you can
interact with the data in your Arena database, each appearing as its own separate piece. These separate
pieces of the Arena application are Modules, called Controls in the Arena manuals. Controls are small
applications or applets which can be stand-alone or operate in tandem with other controls. These
applets deal with a specific function of the Arena application in a highly specialized method, allowing
them to be very small and very efficient. This also allows you to place a portion of the application
virtually anywhere, from adding forms to various internal pages to displaying information from your
database on an external site.
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Required Settings
Many controls have setting that are required, and must be set before saving the control settings. While
frequently these settings are the only ones required for the basic functionality of the control, you should
also review the other settings of the control to see if you want to make use of any other functions or
restrictions.
Additional Controls
While Arena requires many controls, but there are a number of other controls you may wish to add to
other pages on your web site. These controls can serve utilitarian functions such as the page drop-down
menu control for navigation or the Login Logout control for secured sections of your web site. They can
also be static controls for displaying information such as an Advance HTML Text control used to display a
Flash animation file or an image. Some optional controls can even be interactive, such as a Poll Display
Active in Category control to gain information from visitors to your website. You are encouraged to
explore the available controls and place them as needed throughout your website.
One of the most underestimated controls in Arena, and worthy of special mention here, is the Advanced
HTML Text control. You can you this versatile control for nearly any type of HTML code, from formatted
tables to Flash animation files to image maps, and still be able to edit as easily as any text file. For
example, you could create an image from a map of your city and the surrounding area, place it in the
Advanced HTML Text control, then create an image map linking to pages for your small group areas so
that a visitor can select a small group near their home or work.
Just about anywhere where you might think you need to write an element into your template, such as a
link, some header text, or a Flash animation, you can instead use an Advanced HTML control so that you
can later edit the element without needing to modify your template.
ARENA PORTALS
Arena allows you to set up multiple web sites called portals. Each portal is a separate set of pages,
controls, and security settings which can allow users to access information in your Arena database.
Portals use the primary domain information from your IIS web site host headers to direct web traffic
from a particular domain to a specific web site in Arena, such as your Arena managed web site or an
external portal to the Arena application.
Portal Separation
It is important to remember that each portal has a separate set of security settings and rights. For this
reason, it is critical that no page or control references target a page or module in a different page tree
(this process is known as crossing or jumping portals). Should such a reference seem necessary, you
should instead copy the target page into the referencing page tree and then target that copy instead of
the original
(see Importing/Exporting Pages in Page Structure above for more information).
162
Steps to Set Up a New Portal:
1) Go to AdministrationPortals.
2) Click the Add Portal icon to bring up the Portal Details view. Do not be concerned with the Portal
ID being -1 at first, as this is simply the default displayed since it has not yet been assigned an ID
value.
3) Enter a Portal Name, Title, Description and Notes as needed.
4) Select the Default Page ID as the homepage created in the Pages area of Administration, and the
Login Page ID as the User Login page in the same page tree.
5) Enter the Default Domain that users will enter to access this portal. This name cannot be the
same as any other portals Default Domain value.
6) Select Authentication type. On creation, new portals have security rights for the All Users role to
View the portal, which is the only required security setting.
7) Click Update.
SECURITY
Portal Security
An Arena portal can be set to allow access by one of two methods. The first method is Windows
Authentication. The username that the individual is logged into their computer under is passed to the
Arena program as their user ID automatically (no password is required for login, as Arena assumes that
Windows has already verified the User ID and Password). The second method, Forms Authentication,
requires that a user provide a user ID and password every time they access that Arena portal.
While your internal access to the Arena program (through the default portal 1) can usually remain in
Windows Authentication mode, it is highly advised that you set any externally accessible portals to
Forms
Authentication to make sure your data remains secure.
Page/Module Security
Arena allows you to customize the view and edit rights for each user. As previously covered in this
manual, the primary method is to use security roles to manage view and edit rights to your web sites
pages and modules is by security role. Alternatively, you can grant individual access to pages and
modules to specific users, for when you need a very small select group of individuals to have a specific
set of access rights to those pages or modules.
In general, you will want the publicly viewable areas of your web site to include the All Users security
role with view permissions, to allow users who have not logged in to view those pages. It is important to
remember that while a security role or individual may have view rights to a module, if they do not also
have view rights to the page that module is on they will still be unable to view that portion of your web
site. You will also need to make sure that the All Users role does not have permission for any area of
your web site that will require a Login.
You will want to maintain at least one user or security role (typically a Web Admin security role) with
edit rights to every page, to update your web site in the future.
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ONLINE NEWSLETTERS
Your organization can use Online Newsletters to communicate with your membership and your staff in
many different ways, covering a broad range of topics, or narrowly focused on a specific ministry or
department. For example, an Electronic Magazine (or E-zine) could be a broad ranging church bulletin
that you e-mail to the entire membership each week to promote events during that week, containing
articles from numerous internal and external sources. Your organization can create another newsletter
containing blog entries and articles written by the missionaries your church supports and e-mailed to the
specific members who give to their mission needs.
Depending on the specific purpose of the Newsletter, you may wish to deploy it behind a secured login
page, such as in a Members section. Alternatively, you may want to make your newsletter public and
allow public subscriptions by non-members. In either case, the implementation follows the same
process, just from a different parent page.
Implementing an Online Newsletter
To implement a newsletter for your church you will need three key elements:
An internal source for the newsletters articles
A section on your external Arena managed web site for each newsletter
The Send Newsletter automated agent.
The internal source will be the Newsletter page found under Web ContentNewsletters. This area can
manage several different e-newsletters or e-zines, unlike the other two elements below. See Newsletters
in the User Manual for additional information.
You will need to create a newsletter section on your external web site for each newsletter as outlined
below. This is the outward-facing side of your newsletter, where users will view each volume and article
of your newsletter, as well as manage their subscription to the newsletter and search the newsletters
archives. Each of your e-newsletters will need a separate set of these pages with the required controls
and control settings.
The Send Newsletter agent is Arenas method of distributing your newsletter. You can configure the
newsletter to send a periodic e-mail to the subscribers of a specific newsletter at a designated time
interval such as weekly or monthly. Just like the pages on your external site, you will need to configure
a Send Newsletter agent for each Newsletter ID. So, you will need to create a unique copy of the entry
in the ~/Arena ChMS/Agents/jobs.config file for each additional newsletter you publish.
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Newsletters on Your Arena Managed Web Site
The web site implementation of a newsletter on your Arena managed web site requires pages and
controls. The below example is one way to create your page structure.
Newsletter Pages
Newsletter This page will be the primary page for visitors and subscribers, which will display a
title summary of Newsletter articles to which the user can select. This page will need the Newsletter
Volume Summary control with the Articles page selected and a Newsletter ID setting matching the
desired ID number. This Page is the only one of the Newsletter structure that should be visible in
navigation.
o Newsletter Promotion Display Control
o Newsletter Subscribe
Articles This page will display an individual article as well as the archive search tool to allow the
visitor to browse through previous volumes and articles of your Newsletter. This page will need the
Newsletter Archive control with the Archives Page and this Articles page selected for their respective
settings, and a Newsletter ID setting matching the desired ID number. You will also need to add a
Newsletter Article Display module with the Article Print page selected as the Printer Page.
o Newsletter Article
Article Print - The page is shows just the article selected with no additional menus or fields to allow
for a clean printing of the article. This page will need the Newsletter Article Display control with no
further settings. You will need to remove any navigation bars or any other inherited modules from
this page.
o Newsletter Article Display
Newsletter Archives This page give users the ability to view the results of an Archive search with
links to the resulting articles. This page will need the Newsletter Archive control with empty Archive
Results Page setting (as this is the results page) and the Articles page selected, and a Newsletter ID
setting matching the desired ID number.
o Newsletter Archive control
165
If you plan to distribute your newsletter by e-mail, you will also need to create the below three more
pages for each newsletter you wish to publish.
Newsletter Subscribe This page and control gives visitors the ability to subscribe to your
newsletter. This page will need the Newsletter Subscribe control with the desired Newsletter ID
setting. This page will also need to be set to Display In Nav, and could even be located on the same
level as the root Newsletter.
Newsletter Unsubscribe This page and control will give subscribers the ability to unsubscribe.
This page requires the Newsletter Unsubscribe control. This control does not require settings, and
used by a subscriber to remove their subscription by clicking on the Unsubscribe link in the e-mail
they receive. The agent will add this link, personalized for each subscriber, wherever you add the
merge code <!--##unsubscribe##--> to your newsletter e-mail template.
o Newsletter Unsubscribe
Newsletter Subscription Verification - This page is not required unless you will be publishing
your Newsletter by subscription. It is rather unique in that the configuration is nearly identical to the
Newsletter Page, but it will require its own template specifically designed to display in e-mails (thus
a simplified HTML code). When you create your Newsletter internally, you will need to enter the
external URL for this page as the Publish Point for the newsletter. This is the actual page that the
subscriber receives in their e-mail.
o Newsletter Subscription Verification
You will also need to setup the Newsletter Subscription|Email Verification System Email.
Newsletter Subscription Verification
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Prayer Request Submission page This page is a simple form for members and visitors to
submit prayer request. We recommend you add this page in a non-secured area (for the use of
visitors as well as members). This page requires a child page that includes the Prayer Web Request
control. You will need to set the Default Content Category (typically Arena) and Default Source
(typically Web site) and optionally you can select the Default Prayer Category (Typically
General).
Prayer Lists This page is a list of active prayers. It can be set to include only active, approved
requests or virtually any status. These lists can help your members to remember particular prayer
needs by showing current requests, or they can act as a testimony by showing answered prayers.
Your Prayer Lists may include sensitive or private information, so it is advisable to place it inside a
secured area of your web site such as a centralized Members section. Each list requires a single page
with the Prayer List control. You will need to set the Content Category and Source as in the Prayer
Request Submission control above, and set the Status to A for Approved requests, D for Expired
requests, or C for requests still awaiting approval and any other statuses.
Prayer Session This page allows your members or your organizations prayer ministry to select
one or more categories of prayer requests and then view each active and approved request within
the selected categories, with the option to add a comment. This page will need the Prayer Session
control, which requires no further settings.
Prayer Calendar You can use this optional page to allow your Intercessory Prayer ministry to
schedule specific prayer-related events in a separate area of your web site from your organizations
other ministry events. They are in essence identical to a normal Event Calendar, but they specifically
display events or promotions from the Prayer Topic Area. You will need to create a single page
containing the Event Calendar control, with the Detail Page set to the Event Details page associated
with your primary Event Calendar, and the Topic Areas set to the Prayer Topic Area ID (789 by
default) and any other Topic Area IDs you wish to display on this calendar.
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Polls This page allows users to participate in the poll. You will need to add the Poll Display Active
in Category with the required settings.
Poll Results This page will display the results of the current poll, once the visitor participates. You
will need to add the Poll Graph Results control, with the desired settings. This page should not be
visible from basic navigation, as an ID must pass from the poll itself, and should be a child of your
Home page. When using polls in your e-mail subscription newsletters, you will need to use the Poll
Display Newsletter module with the same settings listed above because e-mails limit the HTML code
allowed.
Team Listing This page enables visitors to navigate through the various divisions and teams
within the specified League. When a user clicks on a team name in this view, they move to the Team
Details page outlined below. This page will need a Team List control with the Team Detail Page
selected and a Root Cluster ID setting of the Group_Cluster_ID value of the league-level group for
this sport category.
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Team Details This page will display the details of a team including practice day, roster,
announcements/description, and their game schedule. This page will need the Team Details control
with a Season selected from the Sports Seasons Lookup.
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Team Statistics This page will display the team names, their win/loss/tie count, their win
percentage, and the number of games played and games remaining for each team. This page will
need the Team Stats control with a specific Season (from the same lookup as used on the Team
Details page above), Starting Cluster ID (again, the same Group_Cluster_ID as on both of the
previous pages), and Team Detail page selected.
Small Group Locator page This single page requires the Small Group Locator control set for the
Category ID of the group category you wish to allow the visitor to select from and a redirect page
when they complete registration form. You can optionally create a specific page with an Advanced
HTML Text module containing a Thank you for your submission message.
If your organization plans to use the Group Locator function, the Small Group Locator control
enables you to set an e-mail address, if the group leader does not have a valid e-mail address. This
control will also enable you to choose whether the Cluster Leader should also receive a follow-up email.
Volunteer Opportunities This page will be the primary way your members will browse through
the available serving tags by selecting from certain criteria and then browsing the results to select
the areas he or she wishes to serve. This page will need the Serving Opportunity Search control with
the Volunteer Details and Volunteer Results pages selected.
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Volunteer Results This page will display all serving opportunities (tags) that met the selected
criteria. This page will need to be a child page of the Volunteer Opportunities page and because it
requires a search criteria input, it should be hidden in navigation. This page will need the Serving
Opportunity Search control, but you should only select the Volunteer Details page as this is the
Volunteer Results page.
Volunteer Details When a member selects a serving tag from the results of their search, Arena
redirect him or her to the Volunteer Details page where they can review the details, experience
requirements, schedule, and contact info specified for the selected tag, as well as join the tag or
request more information on the ministry opportunity. This page should also be a child page of the
Volunteer Opportunities page and should be hidden in navigation. This page will need the Serving
Opportunity Details control, with the Add Tag Member page and the User Confirmation page
selected.
Add Tag Member Once a visitor selects a serving opportunity, this page will display where he or
she will enter or update their information. This page should be a child of the Volunteer Details page
and hidden from navigation. This page will need the Profile Member Add control with a default
Source and default Status selected, both of which will be applied to all members joining the tag from
this page.
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You can separate the Classified Ads system into multiple content categories to better differentiate
different types of listings. By default, Arena comes with two content categories: Classifieds and Business
Directory. These values are defined in the Classified Type lookup table and the individual listing
categories (e.g. Automotive, Clothing/Accessories) are defined in the Classified Category lookup
table. You can add additional content categories and listing categories in these tables, but the method
for adding them to your website remains the same. To implement each classified category, three pages
are required, as outlined below.
On-line Classified Page
Classifieds Pages
Classified Ads This page is the initial page your members will see when they navigate to this
area of your Arena-managed web site. This page will display a listing of categories with a sum of
the number of items in each, a link to add a new posting, and a special list of recent additions.
We suggest you place this page behind a secure login, and it will need to be visible in navigation.
This page will need the Classified Categories control with the Classified Ad Details and Classified
Ad Entry pages selected, as well as the Classified Type (classified content category) and Arena
Content Category ID selected.
Classified Ad Details When a user clicks on a category, this page will display the details of all
classified ads in this category. This page should be a child page of the Classified Ads page and
hidden in navigation. This page will need the Classified Category Details control with the same
content category selected as the parent Classified Ads page and the Classified Ad Entry page
selected as the Edit page.
Classified Ad Entry This page displays users existing classified ads and a button to add a
new item. Once they click the Add Item button, they can then fill out the form that displays to
add the item to their classified ads listing. This page should be a child page of the Classified Ads
page and hidden in navigation. This page will need the Classified Entry control with the Classified
Type (classified content category) and Arena Content Category ID selected just like the parent
Classified Ads page.
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Online Events and Promotions
An active part of your organizations ministry are the events you host for your membership. These
events can be anything from VBS to a Womens Conference. The key to the success of these events and
the resulting growth and development of your membership is event promotion, a function that is easily
accomplished on your Arena-managed web site through online promotions. See the Arena User
Manual for information on creating event tags and setting up promotions.
To implement online promotions and events on your web site, you will need ten pages, as outline below.
Event Pages
Events This page is your users primary access point to your events and promotion details. It
displays a listing of your current events and allows users to navigate through to the details and
registration areas for each event. This page does not require a secure login so you can place it
directly under your Home page, and should be visible in navigation. This page will need the Event
Week View control with your Event Details page selected.
Monthly Calendar This page displays all of the events in the current month in a calendar format,
allowing users to click on those event titles to view the details of each event promotion. Users can
also use this page to browse through other months events. You should add this page as a child page
of your Events page, with the Event Calendar control and the Event Details page selected. You can
choose to display this page in navigation if you wish to allow users to browse to it, or you can hide it
in navigation and use a hard-coded link or a redirect control to access it.
Promotion Details When a user selects a promotion that is not tied to an event tag, the details of
that promotion will display on the Promotion Details page. Its largest difference from the Event
Details page is that a user cannot register for non-event-promotions, as they can for event
promotions. This page should be a child page of your Events page and should be hidden in
navigation. This page will need the Promotion Detail Display control, which has no required settings.
Event Details If a user selects a promotion, tied to a specific event tag from any promotion
display module, this page will display with the details of the event promotion as well as allowing the
user to register for the event or add it to their Outlook calendar. Just like the Promotion Details
page, this page should be a child page of your Events page and should be hidden in navigation. This
page will need the Event Details control with the Event Registration Page 1 and User Confirmation
pages selected. This page requires the User Confirmation page, normally listed as optional in the
Login section above.
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Event Registration Pages The five Event Registration Pages are forms that a user will need to fill
out when they register for an event online. They are very similar in their setup and should all be
located as child pages of your Event Details page and hidden in navigation. Each control will be
located on the page of the same name (e.g. the Event Registrations Page 1 control will be located
on the Event Registrations Page 1 page).
o Event Registration Page 1 This control requires you to select a Login page, Event
Registration Page 2, and Event Registration Page 3.
o Event Registration Page 2 This control requires you to select an Event Registration Page
1 and an Event Registration Page 3.
o Event Registration Page 3 This control requires you to select an Event Registration Page
1, Event Registration Page 2, and Event Registration Page.
o Event Registration Page 4 This control requires you to select your Event Registration
Page 1, Event Registration Page 3, Event Registration Page 5, and a default Member Status
value for members who add themselves to your database from Event Registration. Optionally
you can also select the Credit Card Verification Explanation page below as the CIN page.
o Event Registration Page 5 This control only requires you to select an Event Registration
Page 1.
Credit Card Verification Explanation When a registrant for an event online and pays any
registration fees using a credit card, they will need to enter the Card Identification Number (or CIN)
printed on the back of their card. The specific location of this value and its purpose can be confusing
to some users, so you can use this page to clarify any questions they might have about their CIN.
This page should be a child page of your Event Details page and should be hidden in navigation. It
uses the Advanced HTML Text control. You will need to set this up with your own information. We
suggest including an image showing the specific area of the back of a credit card, as commonly seen
on online shopping sites.
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Primary Components
Group Leader Toolbox This page displays the details of the group or groups the user is a leader
of, and allows the user to select the specific group he or she wants to administer. This page should
be located in a secure area of your web site, and should be visible in navigation (or linked to by a
hardcoded link). This page uses the Group List control with Public Site set to True, the proper
Category ID specified, and your View Small Groups page selected as your Group Detail Page setting.
Add Member Request This page is used if the leader does not have permissions to add members
directly to their group. Instead, the Add Member Request page is a form the leader will complete,
then an e-mail is sent to a designated e-mail address (either a staff member or a volunteer) who will
then manually add the member to that leaders group. This page should be located as a child of your
Group Leader Toolbox page, and should be visible in navigation, if using this method. It uses the
HTML Email Form control with the From and Recipient e-mail addresses selected, the Instructions to
be displayed at the top of the e-mail entered, the e-mails Subject line entered, and the HTML
formatted form entered in the Details area of the module settings.
View Small Groups - Once a user selects a small group on the Group Leader Toolbox page they are
sent to the View Small Groups page where they can view and administer all of the details of the
group including the membership and occurrences/scheduling. This page should be a child page of
your Group Leader Toolbox page and should be hidden in navigation, as it requires a specific group
ID to be passed to it. This page uses three controls, all with the Public Site module setting set to
true. The first module, Small Group Details, will need to select your external Person Details page.
The second control, Pending Registrations, will need to select your Registration Details page. The
third control, Small Group Tab Control, will need to select your Area Details page, your Default
Occurrence Type ID, your Occurrence Details page, and your Registration Details page. Several
other module settings can be selected on these modules, but are not required.
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Registration Details When a When a leader selects one of the pending registrants listed on the
View Small Groups page, he is directed to the Registration Details screen where he can view the
registrants selections and then match them to a group. This page should be a child page of your
View Small Groups page and should be hidden in navigation, as it requires a registration ID be
passed to it. It requires the Registration Details control with your View Small Groups page selected
as the Cluster page and the Area Details page selected.
Person Details If a leader selects a current member of the group, the Person Details page will
display the selected members information. This page should be a child page of your View Small
Groups page and should be hidden in navigation. This page uses the Person Details module with the
Public Site setting set to True. An important note to remember is that all Person Details modules will
follow the same field security settings, as set in the Administration are of the Arena application, so
long as the Secure Fields module setting is set to true.
Person Update When a leaders security role does not include rights to edit the Person Details
page directly, they will need to use the Person Update page to make any changes or corrections to
the information of their groups members. This page is linked from the Person Details page by
selecting it in the Person Details module settings. It should be a child page of your View Small
Groups page and hidden in navigation. It uses the HTML Email Form with the From and Recipient email addresses selected, the Instructions to be displayed at the top of the e-mail entered, the emails Subject line entered, and the HTML formatted form entered in the Details area of the module
settings.
Group Roster- Selecting the Display Detailed Roster button on the View Small Groups page will
direct the user to the Group Roster page that displays the members of the group with details such as
their pictures, addresses, and phone numbers. This page should be a child page of your View Small
Groups page and should be hidden in navigation. It uses the Small Group Roster module, and has no
required module settings.
Occurrence Detail When the leader selects a specific occurrence from the Occurrences tab of the
View Small Groups page the Occurrence Detail page will show them the specifics of that particular
occurrence, such as the start and end times and location. This page should be a child page of your
View Small Groups page and should be hidden in navigation. This page requires the Occurrence
Details module with the Public Site setting set to True and the Area Detail, Event Detail, Group
Detail, Occurrence Type, and Profile Detail pages selected.
Area Details - While internally, this page displays geographic information about the group and its
members, in the Small Group Leader Toolbox this page is simply a required module setting for the
Small Group Tab Control on your Group Leader Toolbox page. This page should be a child page of
your Group Leader Toolbox page and should be hidden in navigation. It requires the Area Details
module with your small group Category ID entered, your external Person Details page selected, and
your View Small Groups page selected as the Area List page.
Communications A group leader may need to send e-mail messages to their group members and
can do so by selecting the e-mail link from the View Small Groups page. The link will take them to
the Communications page where they can enter the e-mail and send it to the selected members.
This page should be a child page of your Group Leader Toolbox page and should be hidden in
navigation. It uses the Mail Merge control, and has no required settings.
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Optional Components
Home As a child page of your Group Leader Toolbox page, the page is a redirect to your web site
home page so members can easily navigate back to that page. It uses the Redirect module with a
page link to your home page specified in the module details.
Member Homepage Just like the Home page link above, the Member Homepage is also a
redirect, this time to the Member Homepage for ease of navigation. It uses the Redirect module with
a page link to your Member Homepage specified in the module details.
Your Small Groups This page is a redirect back to the View Small Groups page used to return
there while viewing other areas of the Small Group Leader Toolbox. It requires the Redirect module
with a page link to your View Small Groups page specified in the module details.
Small Group Locator This page is a redirect to your actual Small Group Locator page, if you have
chosen to implement that structure. It uses the Redirect module with a page link to your Small
Group Locator page specified in the module details.
E-Cards This main page is where a user can browse through a listing of the e-cards you have
created and made available and select one to send to a friend or relative. While it is not required
that this page be located behind a secure login, due to the fact that sending these e-cards uses
internal e-mail settings you are advised to place this page in a secure section of your web site. It
should also be visible in navigation. This page uses the E-Card Category List module with your
Create E-Card page selected as the Card Entry Page setting, and you will need to enter the Card
Type ID found in the Card Type lookup table for the type you wish to use (e-card or e-invite). For
more information on lookup tables, see the Arena Administrator Manual.
Create E-Card Once a user selects an e-card to send, the Create E-Card page allows the user to
specify the sender, the recipient, their e-mail addresses, and a brief personal message to be
displayed along with the e-cards own message. This page should be a child page of your E-Cards
page, and it should be hidden in navigation. It uses the E-Card Message Entry module with your ECard Thank You page as the Redirect page value.
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E-Card Thank You After a user sends their e-card, you may wish to display a brief message
thanking them for using your e-card service by using the E-Card Thank You page. This page should
be a child page of your E-Cards page and should be hidden in navigation. It uses the Advance HTML
Text control and has no required settings. Note that you can use the same Thank You page for both
e-cards and e-invites if you wish to.
E-Card / E-Invite View When the recipient opens the link in their e-mail, they are directed to the
E-Card/ E-Invite View page where they can view their specific card or invite. This page should be a
child of your Home page (where it should not require a login) and should be hidden in navigation.
You may wish to create a custom template for this page either to remove all other elements and just
show the e-card or e-invite or to adjust your normal navigation and content areas to fit around the
e-card or e-invite properly. This page uses the E-Card Display control and has no required settings.
ONLINE GIVING
In the modern age of paperless banking and online finance management, many of your members may
wish to do their regular tithing or recurring offerings online, and Arenas Online Giving area allows them
to do just that. Prior to working with your web pages, you will need to add all applicable Payment
Gateway accounts.
Online Giving on Your Web Site
To allow your members to use Online Giving on your Arena managed web site, you will need to create
four pages: Online Giving, My Repeating Payments, My Contributions, and My Contribution Detail.
Online Giving Pages
Online Giving This page is the primary interface between your members and your online
contributions system. A step-by-step wizard allows your members to confirm their personal information
and add or monitor their online gifts. This page should be located in a secure section of your web site
and should be visible in navigation. It uses the Repeating Payment Wizard control that requires youre
my Contributions and My Repeating Payments pages to be selected, as well as a Cancel page (to redirect
the user to when they click the Cancel button). You will also need to specify your Payment Gateways for
Credit Card and ACH when you have them set up.
My Repeating Payments This page allows users to view their existing repeating payments a user will
navigate to the My Repeating Payments page, which displays the users existing active giving profiles
and allows them to edit or delete them. This page should be located as a child page of your Online
Giving page and should be visible in navigation. It uses the My Repeating Payments module with your
Online Giving page selected as the Repeating Payment Wizard setting.
My Contributions This page allows users to view historical gifts and contributions given through your
online giving system. This page should be located as a child page of your Online Giving page and should
be visible in navigation. It requires the Contribution List module with your my Contribution Detail page
selected and the Public Site value set to True.
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My Contribution Detail When a user selects one of their historical contributions from the My
Contributions page, they are directed to the My Contribution Detail page with an in-depth view of that
specific contribution. This page should be located as a child page of your My Contributions page and
should be hidden in navigation. It uses the Contribution Detail module with your external Person Details
page selected (see the Small Group Leader Toolbox for details on this page) and the Public Site value
set to True.
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To begin you will need to perform the following steps:
Create Portal Page.
Add Container Module.
Add Child Modules, making module changes as specified or desired.
Steps to Create a Portal Page:
1) Go to AdministrationPagesWeb PagesHomepageMembersMember Homepage.
2) Select the Child Pages tab.
Child Pages
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Steps to Add a Container:
1) On the new page, click the Main Content tab to add a Container control. There are two Container
options available. For this example, we will select Dock Container 2 columns. Both Dock
Containers (2 and 3 column) enable the Arena Administrator to make Available content that
enables the user to select what items (modules) to use on the My Portal page.
Add New Module Instance
2)
3)
4)
Click Update.
If desired, customize the Control by clicking on New Module.
New Control
5)
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Steps to Add Child Modules:
1) Click on Child Modules to start adding My Portal Modules.
Child Modules
Container Child Modules have five available Content tabs. Modules added to the Available Content
tab allows the user to specify which Modules to display.
Container Content Tabs
Once you have determined which controls to place on the desired Content area, you are ready to
add control.
The following modules are available for My Portal in the Social Category:
My Information
My Events
My Contributions
My Missions
My Serving Areas (Tags)
My Groups
While specific control settings may vary, all controls contain the same core settings, as shown below.
Module Settings
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Steps to Add My Information (Attributes):
This is the My Attributes module/control. This module allows the user to edit the attribute fields from the
My Portal page. The values are NOT secured in any way. They are showing the users values and any
field can be updated/changed. This module could be used for inputting sensitive information via the
user.
1) Add the desired My Attributes control, in the Core Category, to the desired Content Tab.
My Attributes Control
4) To add multiple Attributes, repeat the above steps. You may also want to group the Attributes by
changing the order in which they are listed. Click on the blue arrow to change the order.
Attributes
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Steps to Add My Giving (Recent Contributions):
This is a simple list of recent contributions. It shows the latest contributions (# configurable via module
setting). The module setting is person specific. The Additional details link will link to the contributions
detail page.
1) Add the My Giving Control to the desired Content Tab.
My Giving Module
5) Click Update.
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Steps to Add My Serving Control:
This is control lists the current active, connected serving profiles. It will list the Leader, Date Active and
Next Meeting Date (if there is an occurrence). It also displays the profile image, if available.
1) Add the My Serving control to the desired Content Tab. There are no additional settings for this
control.
My Serving Module
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Steps to Add the My Missions Control:
This is control will list all current mission trips for the user. It can also show previous missions (control
setting). If the registration page setting is set, it will link to the registration page. The user can
pay/contribute from there.
1) Add the My Mission control to the desired Content Tab.
My Mission Module
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Steps to Add My Campaigns Control:
This is the same control found on Person Details>My Campaigns Tab. There is nothing here to show, the
campaigns do not link to anything.
1) Add the My Campaigns control to the desired Content Tab. There are no settings for this control.
My Campaigns Control
USER
Once you have added all desired controls, the user will be able to choose what controls to add to his or
her page.
1) Click on the Customize link.
2) Select the controls to display.
User Customize Options
3) After adding a control, the user can remove it by clicking the drop-down and selecting remove.
My Membership
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Sample My Portal Page
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My Small Groups
My Small Groups provides you with the ability to create a single page specific to each user where he or
she can view and access his or her small groups, group wall, group roster, group twitter, and group
Flickr photos, as shown below. For illustration purposes, the setup instructions to follow are based upon
an Arena-managed website, using the default structure and templates.
My Groups
Overview
In order to set up the My Small Groups page, you will need to perform the following steps:
Create Member Page.
Add Container Module.
Add Child Modules, making module changes as required or desired.
Make the appropriate Permission changes in Security Roles.
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Steps to Create a Member Page:
1) Go to Administration>Pages>Web Pages> Homepage>Members>Member Homepage.
2) Select the Child Pages tab.
Child Pages
5) Click. Now you are ready to add a Container and the desired Modules.
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Steps to Add a Container:
1) On the new page, click the Main Content tab to add a Container module.
2) Click Add New Module Instance.
Add New Module
4) Select one of the Container modules. There are two Container module options available. For this
example, we will select Dock Container 2 columns. Both Dock Containers (2 and 3 column) enable
you make Available content that enables users to select what items (Modules) to use on their My
Small Groups page.
Dock Container Control
Content areas for each Container are Left, Center, Right and Available.
3 Column Container
2 Column Container
5) Click Update. There are no required control settings for this module.
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Steps to Add Child Controls:
1) Click on Child Modules to start adding Social Modules.
Child Modules
3) Select the control to add. Below are the available Social modules for both My Portal (Page) and My
Small Groups, but those indicated below are intended to be used for My Small Groups.
Small Group Controls
4) While specific control settings may vary, all control contain the same core settings, as shown below.
Make the desired control core settings.
Page Details
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Steps to add My Group Wall Control:
1) Add the My Wall control to the desired Content Tab. There are no additional settings for this control.
My Wall Control
To add additional Group Categories, repeat the above steps for the respect Group Category.
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Steps to Add My Twitter Control:
This module will show the Group's twitter feed. If there is no Group Twitter feed set up and the logged in
person is the group leader, the leader can input the information through the module itself. If you enter
just a username, the latest 20 tweets by that username will display. If you enter the full credentials, you
will see the users complete timeline (his or her messages + message from the people he or she is
following). The urls, usernames and hashtags (#wwdc) are clickable and go back to Twitter. This module
can also be used without a group via module/control setting.
1) Add the My Twitter control to the desired Content Tab.
My Twitter Control
2) Customize control settings, as desired. If you add he control with no settings, the username can be
added on the My Small Groups page.
My Twitter Control Settings
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Steps to Add Twitter Account from the My Groups Page:
1) Once you add the control to the page, click the drop-down.
2) Click Settings.
Twitter
4) Click OK.
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Steps to Add My Photos (Flickr) Control:
This will show the Groups Flickr feed. It will show the latest 45 pictures (configurable) by default. Like
the Twitter control, the group can input its info here if not entered on the administration side. There are
2 modes for this control. The default mode (below left is going to Flickr when a user clicks on an image
(new window). The other mode is showing a larger image in an animation/viewer. This is done via the
"Show Photo on Click" module setting.
In order to use this module you will need an API key. Once you obtain the API key, update the
Organization Settings with this information. Visit
http://www.flickr.com/services/api/keys/apply/ for more information.
Flickr Organization Settings
2) Customize control settings, as desired. Flickr username is the only required control setting.
My Photos Control Settings
3) Click Update.
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The Arena Automated Posts, as shown below, are additional options available on the Group Wall. This
option, if used, will allow users the option to post on the Group Wall.
Group Membership
Serving Profile
Event Registration
Mission Trip Registration
Prayer Requests
With this setting set to true, a new member added to the group is added to the group wall
automatically as a new member, and when a group members status has been changed to Connected
in a Serving tag, this displays on the group wall automatically.
Serving Profile
A system will post when group members Serving Tag status is changed to Connected status. This is
only for Serving Profiles and they must be Active and set to Display to Public. See the User manual
for Serving Tag set up instructions.
Serving Tag Post
Event Registration
If an event registrant selects this option, a system post is made to the group wall when a group member
registers for an Event.
Event Registration Option to Post
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Mission Registration
A system post is made to the group wall when a group member registers for a Mission Trip.
Mission Registration Option to Post
Prayer Request
A system post is made to the group wall when a group member enters a Prayer Request. Prayers
Request must be approved in order for them to display on the Prayer Ministry Toolbox.
Prayer Request Option to Post
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Steps to make the appropriate Permission changes in Security Roles:
1) Go to AdministrationSecurity Roles.
2) Select the Security Role.
3) Click Edit Permissions.
4) Select the external Portal (where the page has been added).
External Pages
6) Click Save.
7) Refresh cache.
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MOBILE PORTAL
Arena offers a mobile portal so that users can lookup church members from their mobile devices.
To accomplish this you will need to set up pages and a portal like the one below. Once you create
the mobile portal, you will need to set security for this portal
Mobile Pages