Arena Administrator Manual

234 Pages·2015·5.91 MB·English

by  Angela Huenefeld

Select Administrator Manual
The Power of Community

shelbysystems.
Shelby Systems, Inc.  7345 Goodlett Farms Parkway  Cordova, TN 38016 
800-722-0222  www.shelbysystems.com
Copyright ©2015 Shelby Systems, Inc.
Arena Select 2015.1.100 1 Implementing Arena-Managed Website Features
Select Administrator Manual
Contents
Select Administrator Manual --------------------------------------- 2
Welcome to Arena --------------------------------------------------- 8
The Community ------------------------------------------------------ 9
Data Conversion ----------------------------------------------------12
Set up Security ------------------------------------------------------13
Agents ---------------------------------------------------------------14
Automation Service --------------------------------------------------------------------------- 14
Agents for Hosted Clients -------------------------------------------------------------------- 15
Understanding Updates --------------------------------------------16
Self-Hosted Environments ------------------------------------------------------------------- 16
Install Updates ---------------------------------------------------------------------------------- 16
Hosted Environments ------------------------------------------------------------------------ 17
Implementing Specific Features ----------------------------------18
Membership ----------------------------------------------------------------------------------- 18
Person Detail Page ------------------------------------------------------------------------------ 18
White Pages ------------------------------------------------------------------------------------- 18
Add New Family --------------------------------------------------------------------------------- 18
Person Bulk Update ----------------------------------------------------------------------------- 18
Merge Members --------------------------------------------------------------------------------- 18
Mailing ------------------------------------------------------------------------------------------- 18
Public and My Lists ------------------------------------------------------------------------------ 19
Family Registration ------------------------------------------------------------------------------ 19
Prayer -------------------------------------------------------------------------------------------- 19
Groups ------------------------------------------------------------------------------------------- 20
Tags (for All Tags) ------------------------------------------------------------------------------ 20
Serving Tags ------------------------------------------------------------------------------------ 20
Event Tags --------------------------------------------------------------------------------------- 22
Communications -------------------------------------------------------------------------------- 23
Arena Select 2015.1.100 2 Implementing Arena-Managed Website Features
Missions ------------------------------------------------------------------------------------------ 25
Check-In ----------------------------------------------------------------------------------------- 26
Contributions ------------------------------------------------------------------------------------ 27
Active Campaigns ------------------------------------------------------------------------------- 28
Assignments ------------------------------------------------------------------------------------- 29
Prayer -------------------------------------------------------------------------------------------- 29
Dashboard Ideas -------------------------------------------------------------------------------- 30
Implementing Global Features (Hosted Clients) ----------------31
Security --------------------------------------------------------------33
Security Roles --------------------------------------------------------------------------------- 33
Customize a Security Role ---------------------------------------------------------------------- 34
Set Permissions for a Role ---------------------------------------------------------------------- 35
Add an Existing Record to a Security Role ----------------------------------------------------- 40
Copy a Security Role ---------------------------------------------------------------------------- 42
Deleting Records ------------------------------------------------------------------------------ 44
Enable Specific Users to Delete Records ------------------------------------------------------- 44
Security Templates --------------------------------------------------------------------------- 45
Create a Security Template --------------------------------------------------------------------- 45
Applying Security Templates to Person Notes ------------------------------------------------- 46
Using Security Templates with Other Object Types -------------------------------------------- 46
Person Details Field Security ---------------------------------------------------------------- 47
Modify Security from Person Detail Field Security page --------------------------------------- 48
Application Security -------------------------------------------------------------------------- 49
Update Application Security -------------------------------------------------------------------- 49
Website Structure --------------------------------------------------50
Portals ----------------------------------------------------------------------------------------- 50
Portal Separation -------------------------------------------------------------------------------- 52
Portal Security ----------------------------------------------------------------------------------- 52
Templates ------------------------------------------------------------------------------------- 53
Pages------------------------------------------------------------------------------------------- 54
Page Details ------------------------------------------------------------------------------------- 54
Page Security Tab ------------------------------------------------------------------------------- 55
Modules --------------------------------------------------------------56
Module Security ------------------------------------------------------------------------------- 58
Module Settings ------------------------------------------------------------------------------- 58
Arena Select 2015.1.100 3 Implementing Arena-Managed Website Features
Add a Module to a Page ------------------------------------------------------------------------- 60
Module Security --------------------------------------------------------------------------------- 60
Customizing Arena -------------------------------------------------61
Custom Field Groups ------------------------------------------------------------------------- 61
Create Custom Field Groups -------------------------------------------------------------------- 61
Delete a Custom Field and Custom Field Group ----------------------------------------------- 64
Lookups ---------------------------------------------------------------------------------------- 65
Lookup Types ------------------------------------------------------------------------------------ 65
Peer Types ------------------------------------------------------------------------------------- 70
Setup Peer Types -------------------------------------------------------------------------------- 70
Person Attributes ----------------------------------------------------------------------------- 72
Customize a Person Attribute ------------------------------------------------------------------- 73
Delete an Attribute ------------------------------------------------------------------------------ 76
Relationship Types ---------------------------------------------------------------------------- 78
Add Relationship Types ------------------------------------------------------------------------- 79
Report Services Configuration --------------------------------------------------------------- 80
Reports ---------------------------------------------------------------------------------------- 81
Editing an existing report using Report Builder ------------------------------------------------ 81
System Emails --------------------------------------------------------------------------------- 83
Arena Hub -----------------------------------------------------------85
Download Arena Hub Items ----------------------------------------------------------------- 86
Update Arena Hub Items --------------------------------------------------------------------- 88
Configuring Arena --------------------------------------------------90
Agent Configuration Utility ------------------------------------------------------------------ 90
Agent Jobs ------------------------------------------------------------------------------------- 92
Worker Settings------------------------------------------------------------------------------- 93
Schedules -------------------------------------------------------------------------------------- 94
Notifications ----------------------------------------------------------------------------------- 95
Start an Agent --------------------------------------------------------------------------------- 96
Arena Automation Agents ------------------------------------------------------------------- 97
Application Settings -------------------------------------------------------------------------- 99
Check-In Application Settings---------------------------------------------------------------- 101
Family Registration Application ------------------------------------------------------------- 102
Contributions Application Settings ----------------------------------------------------------- 104
Mailing Application Settings ------------------------------------------------------------------- 106
Arena Select 2015.1.100 4 Implementing Arena-Managed Website Features
Background Checks (Optional) ---------------------------------- 108
Set Up an Account Provider Account ------------------------------------------------------ 109
Verify and Customize the Background Check Types ------------------------------------------ 110
Set Background Check Type Security --------------------------------------------------------- 112
Verify Proper Page Set Up and Set Consent Form -------------------------------------------- 114
Campaigns --------------------------------------------------------- 117
Create a New Campaign -------------------------------------------------------------------- 117
Document Types -------------------------------------------------- 119
Create a Document Type ------------------------------------------------------------------- 119
Add a Document Type to a Person Attribute --------------------------------------------- 120
Email Configuration ----------------------------------------------- 122
Exceptions --------------------------------------------------------- 124
List Configuration ------------------------------------------------- 125
Enable or Disable My/Public List Criteria ------------------------------------------------ 128
Add Existing Fields when Exporting to Excel --------------------------------------------- 130
Include Null value for Attribute Dates ---------------------------------------------------- 131
Change the Setting to Pull Active or Inactive Lookup Values -------------------------- 133
Add Groups Scoping ------------------------------------------------------------------------ 134
Add a Custom Person Attribute to Public/My Lists -------------------------------------- 138
Lists ---------------------------------------------------------------- 139
List Sorting Options ------------------------------------------------------------------------ 139
List Categories ---------------------------------------------------------------------------------- 139
Organization ------------------------------------------------------ 141
Update Organization Details --------------------------------------------------------------- 141
Organization Settings ---------------------------------------------------------------------- 143
Add an Organization Setting ------------------------------------------------------------------- 149
Payment Gateways ----------------------------------------------- 150
Add a Payment Gateway ------------------------------------------------------------------- 151
Arena Select 2015.1.100 5 Implementing Arena-Managed Website Features
Refresh Cache ----------------------------------------------------- 153
Report Registration ----------------------------------------------- 154
Add a New Registered Report ------------------------------------------------------------- 155
Small Group Structure -------------------------------------------- 156
Edit a Small Group Category --------------------------------------------------------------- 157
Create a Cluster Type ----------------------------------------------------------------------- 159
Create Cluster Levels ----------------------------------------------------------------------- 161
Delete Cluster Levels ----------------------------------------------------------------------- 163
SMS Text Messaging ---------------------------------------------- 164
Allow SMS via Email ------------------------------------------------------------------------ 164
Facilities Management ------------------------------------------- 166
Implementing Arena-Managed Website Features ------------- 167
Making Your Website Public --------------------------------------------------------------- 167
Arena Administrator ---------------------------------------------------------------------------- 167
Page Structure --------------------------------------------------------------------------------- 168
Visibility ------------------------------------------------------------------------------------- 170
Implementing Specific Features ----------------------------------------------------------- 171
Login Pages ------------------------------------------------------------------------------------- 171
Implement Pre-Generate Logins -------------------------------------------------------------- 173
Implement Member-Requested Logins -------------------------------------------------------- 173
Implement Member-Created Logins ----------------------------------------------------------- 173
Optional User Confirmation Module ----------------------------------------------------------- 176
Online Giving ------------------------------------------------------ 177
Online Giving Page ------------------------------------------------------------------------- 177
My Repeating Payments Page ------------------------------------------------------------- 178
My Contributions Page --------------------------------------------------------------------- 180
Pledge Entry --------------------------------------------------------------------------------- 181
Online Events------------------------------------------------------ 182
Event Pages --------------------------------------------------------------------------------- 182
Online Event Calendar ---------------------------------------------------------------------- 184
Arena Select 2015.1.100 6 Implementing Arena-Managed Website Features
Registration for a Traditional Event w/ Registration Fee ------------------------------------- 185
Registration for RSVP Event with No Fees ---------------------------------------------------- 188
Registration for a RSVP Event ----------------------------------------------------------------- 191
Event with Sub-Events and Registration Fees ------------------------------------------------ 193
Small Group Locator ---------------------------------------------- 198
Online Small Group Leader Toolbox ----------------------------- 200
Optional Components ---------------------------------------------------------------------- 202
Group Leader Toolbox ---------------------------------------------------------------------- 203
Missions ----------------------------------------------------------- 204
Mission List Page --------------------------------------------------------------------------- 204
Giving Kiosk Portal ----------------------------------------------- 208
Setup the Giving Kiosk --------------------------------------------------------------------- 208
Use the Giving Kiosk --------------------------------------------------------------------------- 212
Mobile Portal ------------------------------------------------------ 216
Mobile Portal Settings ---------------------------------------------------------------------- 217
Mobile Pages -------------------------------------------------------------------------------- 218
Mobile Home Page ------------------------------------------------------------------------------ 219
Appendix----------------------------------------------------------- 229
Appendix A ---------------------------------------------------------------------------------- 229
Check-In Click Once Installation Guide ------------------------------------------------------- 229
Printers ----------------------------------------------------------------------------------------- 231
Recommended Windows Settings ------------------------------------------------------------- 232
Security for Label printing --------------------------------------------------------------------- 233

Arena Select 2015.1.100 7 Implementing Arena-Managed Website Features
Welcome to Arena
The Power of Community
This document covers the Administration section and some setup features of the Arena application.
The intent of this document is to be a resource for Arena Administrators, Network Administrators
who work with Arena, members of the web team and anyone granted permission to administer the
Arena application and its contents.
Our goal is for Arena documentation to provide Arena Administrators the necessary resource to
implement and customize Arena to meet the needs of your organization. While this document
serves as a guide for overall understanding of Arena’s administrative functions, you can also access
additional information on the Arena Community website
(http://community.shelbysystems.com/arena/).
The Shelby Education Department is responsible for Arena documentation and we welcome your
feedback. Please email feedback and suggestions to [email protected].

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, 2015 Shelby Systems, Inc.
Arena Select 2015.1.100 8 Implementing Arena-Managed Website Features
The Community
The Community (http://community.shelbysystems.com/arena/) is available to all Shelby v.5 and
Arena Administrators and maybe a member of your finance and web teams. This website is a
central place for Arena Administrators and Arena Staff to share ideas of how they are leveraging
Arena for their organization and where we post announcements. (Contact the Arena Project
Manager regarding access.)
Use the top filters to narrow results. Use the My Subscriptions tab to subscribe to topics of
interest to you. Once you subscribe, emails are sent to you as new threads are posted.

Use the Search field to search for specific content. Use the Product filter to narrow results.

Use the Forums page to search for topic specific information posted by other Arena organizations
and Shelby Arena staff.

Arena Select 2015.1.100 9 Implementing Arena-Managed Website Features
After selecting a topic, a list of current threads display. You can select any thread to read all thread
posts or add your own thread post.

Select the Documentation tab to download documents such as manuals and table layout files.

Select the Videos tab to access training videos.

Arena Select 2015.1.100 10 Implementing Arena-Managed Website Features