Arena Premium Administration Manual 2011-1-100

Arena Premium Administrator Manual V2011.1.
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Arena Premium Administrator Manual

Table of Contents
Welcome to Arena, the Power of Community .............................................................................. 3

Getting Started .......................................................................................................................... 4
Set up ...................................................................................................................................... 13
Application Settings .................................................................................................................. 17
Application Security .................................................................................................................. 22
Reporting Services Configuration ................................................................................................ 23
Active Directory Configuration .................................................................................................... 24
Agent Configuration Utility......................................................................................................... 25
Small Group Structure .............................................................................................................. 31
Payment Gateways ................................................................................................................... 37
Background Checks (Optional) ................................................................................................... 38
SMS Text Messaging ................................................................................................................. 48
Security ................................................................................................................................... 49
Security Roles ......................................................................................................................... 49
Person Details Field Security ...................................................................................................... 58
Security Templates................................................................................................................... 59
Extending Your Arena .............................................................................................................. 61
File Browser Administrator......................................................................................................... 64
Peer Network Relationships ....................................................................................................... 65
Lookups .................................................................................................................................. 68
Person Attributes ..................................................................................................................... 70
Relationship Types ................................................................................................................... 74
Campaigns .............................................................................................................................. 76
Custom Field Groups ................................................................................................................ 78
Feed Formats .......................................................................................................................... 80
System E-mails........................................................................................................................ 81
Reporting ................................................................................................................................ 84
List Configuration ..................................................................................................................... 87
Reports ................................................................................................................................. 101
Web ....................................................................................................................................... 105
Pages .................................................................................................................................... 105
Portal List .............................................................................................................................. 112
Modules ................................................................................................................................. 114
Templates .............................................................................................................................. 116
Podcasts ................................................................................................................................ 118
Arena Premium Administrator Manual V2011.1.00
Operations ............................................................................................................................. 121

Exceptions............................................................................................................................. 121
Refresh Cache........................................................................................................................ 121
Appendix ................................................................................................................................ 122
Appendix A Organization Settings .......................................................................................... 122
Appendix B - Arena Automation Agents ..................................................................................... 129
Appendix C - Triggers ............................................................................................................. 131
Appendix D Full Module List ................................................................................................... 134
Appendix E - Microsoft MapPoint Coordinate Exchange ................................................................. 141
Appendix F - Check-In Kiosk Installation Guide ........................................................................... 143
Appendix H - Exporting and Importing Groups ............................................................................ 149
Appendix I Creating and Maintaining an Arena-Managed Website ................................................ 157
Arena Premium Administrator Manual - Welcome
Welcome to Arena, the Power of Community

This manual covers Administration sections of the Arena application. It is intended for System
Administrators, Network Administrators, and anyone granted rights to administer the Arena
application and its contents. This guide will assist in using and configuring critical sections of
Arena, including Site Settings, Organization Settings, and Administrative Reports.
Our goal is for Arena documentation to provide Arena Administrators the necessary resource to
implement and tailor Arena to meet their organizations ministry goals. This manual covers the
functions of the Administration section of Arena, as well as various control setting options for
specific features. While this manual is a printed resource, Arena also offers additional
documentation and videos at www.arenachms.community.com.
The Arena Training department is responsible for Arena documentation and we welcome your
feedback! E-mail suggestions to training@arenachms.com.
Trademarks: Certain brand names and product names used in this publication are trade names,
service marks, trademarks, or registered trademarks of their respective owners. Shelby Systems,
Inc. is not affiliated or associated with any product or vendor mentioned in this publication.
2006, 2007, 2008, 2010 Shelby Systems, Inc.
Arena Premium Administrator Manual Getting Started
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.
Managing Converted Data

Set up Security
Start Agents
Set up System E-mails
Using The Community
Understanding Updates
Global Features
Implementing Specific Features
MANAGING CONVERTED DATA

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

Arena contains many system e-mails. There are some default settings in System E-mails such as using
the default person in Organization Settings as the sender. See System E-mails 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.
Steps to Install Updates:

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

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

Select Main Content tab.
Select Add New Control instance.
Select Person Role List from the Type of Module drop down list.
Enter Title, if desired.
Click Update.
Person Role List
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.
10
Membership
You can add new tabs to the Family Wizard, as desired. New tabs are Individual Attribute
Groups, and the fields displayed on the tabs are the individual Attributes within the Attribute Group.
Individual Attributes are custom, user-defined fields that display on the Person Details page, creating
a place to keep data that Arena does not have by default.
The Campaign Family Status lookup enables you to modify the options as well as how many times
a user can select the same result before this family is Complete for that Calling Campaign. See
Lookups in this manual.
Tailor List Configuration so applicable criterion are available in My List and Public Lists.
Use the Allowed Report Types setting on the List Report control to limit what Lists Type users
can create or view.
A Show Inactive Tags setting in the Report Wizards control enables you the option to allow the
user to decide whether his or her Lists can be run against inactive Tags or not.
If your organization uses the Mailing application, the Show Mailing Application setting in the
MailMerge control allows users the option to use the Mailing application for records with no 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.
11
Understanding Tag Security and Settings
Once you determine how your organization will use Tags, it is important to understand Tag Security.
See Tags in the User Manual for information about setting up Tags. Tag security propagates
which may affect how you set up Tags. For example to allow the same security for the 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.
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.
Arena Premium Administrator Manual Set Up
13
Set up
ORGANIZATIONS
This section contains the settings for the Arena application such as SMTP Server information,
Report Services URL, and various user names. These settings work in tandem with settings in the
web.config file, located within the Arena installation folder on the Web Server, to make Arena
function properly. Many of the setting values are set during the install process; however, you will
have to configure some after installation.
To view the settings and their values, click on Organizations. This will bring up the list of
Organizations already created. Click the appropriate Organization Name link to view its details, as
shown below.
Organizations
Displayed will be the name of the church, as well as the address, leaders name, URL, description,
and any notes. Click the Edit button to change any of these detail settings, as shown below.
Edit Organizations
14
Organization Edit
ORGANIZATION SETTINGS
All Organization Settings will display under the Organization Detail. These settings, or Keys, are
what Arena uses throughout the application. Clicking on a Key will display its details, allowing the
value to be changed. Once created, you cannot edit Keys. Many Keys are System Keys, meaning
you cannot delete them, as they are required for the application to function properly. See
Appendix A in this manual for a full list of all Organization settings and descriptions.
Organization Settings
Keys have four fields:

Setting This is the actual name of the Key, such as SMTP Server.
Category Allows for grouping of the various Keys. The various Categories are a Lookup.
Description This is the description of the Key, such as Mail server name.
Value This is the actual Key setting, such as Mailserver.
New installs will not require new Keys. However, if your Organization has custom code or
Community Controls that requires a new Key, you can add one using the following steps.
Steps to Add a New Key:
1) Click the Add New Setting
icon.
2) Enter Key Setting, Description, Category, and Value.
3) Click Update.
15
CAMPUS
Campus enables you to configure campuses for use in Arena. If your organization has multiple
meeting locations, these campuses can be used to designate the specific location a person
attends, or for a group or tag. On the campus tab, you can view or edit existing campuses, or add
a new campus.
Steps to Add the Campus Tab:
1) Go to 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)
Go to AdministrationPagesOrganizationsOrganization Details page.

Click the Main Content tab.
Add the Pages as Tabs control.
Click the Pages as Tabs control.
Click the Add... link to add the new settings and campus pages
Pages as Tabs Control
14) Click Update.

16
Campus Tab
Steps to Add a Campus:

1) Go to AdministrationOrganizations.
2) Select the Campus tab.
Campus Tab
3) Select the Add New Campus

4) Enter campus details.
icon.
Campus Details
Name The specific name of the Campus, such as South-Central

Leader A record which is the designated leader or administrator for the Campus
Address The physical address where the Campus is located
URL The website URL for the Campus, if different from the primary Organization URL
Description You can enter a campus description.
5) Click Update.
17
Application Settings
Click-Once application configurations will be set up through this area. Currently Arena offers
settings for the Check-In, Contributions, Family Registrations, and Mailing applications.
The first time you run the application, the user will have the option to install a desktop shortcut.
After running the application first from Arena, the user can launch the application from the
desktop.
Whenever you install a new Arena release or Arena patch, new versions of the client application is
included. The next time the user runs the click-once application, it will automatically download the
latest version.
18
Check-In Application Settings
19
Contributions Application Settings
20
Family Registration Application Settings
21
Mailing Application Settings
22
Application Security
You can administer security access for click-once applications such as Check-In. Once installed,
users can open the application, from a computer on the network, or from the desktop.
Opening Application Security will show a drop-down list where you can select an Application,
and shows the current access permissions for each security role or person, as shown below.
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
23
Reporting Services Configuration

Report Services is integral to Arena, for various functions. This control works with the
Organization settings to configure the way Arena connects to Report Services. This is necessary
since the Report Server does not have to be the same computer as the Web Server that Arena
runs from. Reporting Services configuration should be complete at installation.
REPORT SERVER CONNECTION

Clicking on Report Services Configuration will display the details of the connection settings, as
shown below. Arena uses one Report Service setting. There is no listing, just the connection
settings.
Report Services Configuration
Report Server URL This is the URL to the Report Server index is entered. Report Services will
have two virtual directories, the UI address, which is typically 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.
24
Active Directory Configuration

The Active Directory configuration works similar to the Report Services configuration, as these
settings work in tandem with the Organization settings for Active Directory. These settings create
the connection between Arena and the local Active Directory for user password and Security Role
sync purposes.
An agent attribute is available to specify a custom list of Person Attribute ID's and the
corresponding active directory property name that should update with the attribute's value.
CONFIGURE THE ACTIVE DIRECTORY CONNECTION

Arena can only connect to one Active Directory at a time. Clicking on Active Directory
Configuration under Administration will bring up the Detail screen, as shown below.
Active Directory 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.
25
Agent Configuration Utility

The Arena Automation Agents handles features such as e-mail, Active Directory
synchronization, and Metric Processing. The Agent Configuration utility manages the detailed
settings of each Worker in the Arena Automation Agent service. It enables an administrator to
quickly set or modify the worker settings, designate schedules in which workers can operate, and
specify notification preferences. See Appendix for a list and description of the Arena
You can access all agents in the ~Program Files/Arena ChMS/Arena Automation
Agents/AgentConfiguration.exe folder located on the web server.
Automation Agents.
The interface, as shown below, contains five major areas: Agent Jobs, Agent Service, Worker
Settings, Schedules, and Notifications.
Agent Configuration
The Agent Service shows the status of the selected Arena Automation Agent. From this page,
you can start and stop the service in order to implement changes to the workers in the service.
If the service will not start, or the expected data changes do not occur, check the Event Viewer
on the Web Server for possible causes.
26
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
You can use the Add button at the bottom to

select from a listing of all available workers to
activate new ones, or you use the Remove button
to deactivate the selected worker.
All worker settings with a future
date will clear and must be reentered if the worker, once
removed.
Remove any workers for functions not

currently in use, as they may cause
conflicts with other workers if not
properly configured. Even with proper
settings, unused active agents may be
changing records and fields that you may
not want automatically updated.
27
WORKER SETTINGS
The Worker Settings tab displays the configuration options for the worker currently selected.
These configuration options can display either by category or in alphabetical order. Each field must
have a value, and a brief description of the purpose of the field. Valid values for the field display in
the dialog box at the bottom of this tab, as shown below.
Agent Worker Settings
28
Schedules
Each worker in the Arena Automation Agent service can operate on its own unique time line,
which you can define on the Schedules tab. This tab displays the operating schedule for the
selected worker. Multiple schedules allow a worker to operate during specific intervals, such as
early morning or late evening. Similar to the Worker Settings tab, each field is required and
displays a description of its purpose in the dialog box at the bottom of the tab, as shown below.
Agent Schedules
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
30
Steps to Add and Start an Agent:
1) Go to ~Program Files/Arena ChMS/Arena Automation Agents folder.
2) Select AgentConfiguration.exe folder.
Automation Agents
3)
4)
5)
Click the Add icon.

Select the desired Agent from the Agent Jobs list.
Click OK.
Agent Configuration
6)
7)
8)
9)
10)
11)
Adjust Worker Settings, as desired.

Set Schedules, as desired.
Set Notifications, as desired.
Click Start.
Click Save.
Close Agent Configuration.
31
Small Group Structure

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

following page.
will open the details of a new Category, as shown on the
32
Small Group Category Details
Name This is the name of the Category and the tab name for the Small Group level for all Cluster
Types in this category. Arena will automatically make this word plural.
Group Page ID Use the page picker button to select the Group Details page for this Category.
Arena will automatically make this word plural, so make sure the Category name is singular.
Cluster Page ID Use the page picker button to select the Group Cluster page for this Category.
Default Role Use the drop-down to select the default member role assigned to people when added
directly to any group within this Category.
Use Uniform Number Select this box to use Uniform Numbers for members of groups within this
Category such as for Sport groups.
33
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
If any cluster types already exist, click the edit button

Click the Add New Cluster Type button
to open the details of the cluster type.
to add a new cluster type, as shown below.
Small Group Cluster Type Details
Cluster Type ID- This is the ID number Arena automatically assigns for the cluster type.
Name This is the name for the cluster type, you can enter.
Region Name Level Enter which level will represent the region name (optional).
Unassigned Registration Level Enter the level for unassigned registrants from Add
Registrations or from your Arena-managed website.
34
Allow Registration Select this box to allow users to add people to Groups within this Cluster
Type via Add Registrations.
Allow Occurrences Select this box to enable taking attendance.
Relationships Set the relationship scales, as desired. See Peer Network in this manual for
set up information.
Click Update when done, or Cancel to end without saving.
Once you create a Cluster Type, click the Cluster Levels hyperlink to set up the structure of the
Cluster Type. The number of Cluster Levels determines the depth of the cluster type.
Small Group Cluster Levels
The Cluster Level list shows the Level Number, Level Name, whether the level allows Groups,
whether the level allows Areas, whether level Leaders and Admins are notified when a registrant is
added, the total number of Groups in the level, the total number of clusters set for that level, edit,
delete, and add buttons, and an export to Microsoft Excel button.
Click the edit button
to modify an existing level. Click the Add New Cluster Level button
to
create a new level, or if there are no levels, click the Add link. Either will bring up the Cluster
Level details screen.
35
Small Group Cluster Levels
Name Enter the name of the Cluster level.

Level This is the pre-determined cluster level.
Allow Groups Select this option to allow Groups. Only the last (bottom) cluster level
should allow Groups.
Allow Area Select this option to allow Areas for Group Clusters, typically the last level.
Notify Leader Select this option if you would like Group Leaders to receive an e-mail when
someone registers for the group.
Notify Admin Select this option if you would like the Group Admin to receive an e-mail when
Click Update when done, or Cancel to end without saving.
All Cluster Types must have a bottom level, defined by setting Allow Groups as true.
If there is not a level that allows Groups, a warning will display until you create one.
You will need to add levels in order, starting with Level 0. The more levels you add to a
Cluster Type, the more levels a Group Tree will contain, before reaching the group. Because
of this, is it a good idea to have a design in mind for the structure and layout of Small
Groups before creating the Cluster Type.
Now that a Cluster Type exists with Levels, you can create a Group Tree using the new Type.
36
Steps to delete Cluster Levels:
1) Before you can delete a cluster level, you will first need to delete all groups that use this
cluster level. The cluster type page will display this number in the Total Groups column on the
cluster type page. Arena will not allow you to delete the Cluster Levels or Cluster Types until
you delete all associated Groups.
Total Clusters
2) Once you delete all Groups, the Total Groups should display 0.
Total Groups
3) Now you can click the Cluster Level delete
icon.
Delete Cluster Level
4) Once you delete all Cluster Levels, you can delete the Cluster Type, if desired.
Total Clusters
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Payment Gateways
Payment Gateways provide a secure environment for credit card and Automated Clearing House (ACH)
transactions between the Arena website and a merchant that authorizes the payment. You can use
Payment Gateways for Mission Trips, Online Giving, and Event Registrations.
Payment Data Systems (PDS), PayFlo Pro, Ministry LINQ, and TransNational Bankcard are
supported payment gateway providers.
Arena will not allow you to delete the Cluster Levels or Cluster Types until you delete all associated
Groups.
The Payment Gateways page displays a list of all current payment gateways. Once you obtain
your provider account information, you are ready to create Arena payment gateways.
Steps to Create a New Payment Gateway:
1)
Click the Add link to create one. Once a Gateway exists, click the Add New Gateway
Account
below.
icon to add more. Either will bring up the Payment Gateway Details, as shown
Payment Gateway Set up
Title Enter a name for this gateway account.

Payment Processor Select a provider from the drop-down. Payment Data Systems
(PDS), PayFlowPro (Paypal) Ministry Linq, TransNational Bankcard are Arena supported
providers.
Process Select either Credit Card or ACH. ACH is automatic bank drafts where
member provides checking or savings account information. If you have both a credit card
and ACH for a provider, create two payment gateways.
Merchant Account Enter the number provided to you by the provider.
Sub-Merchant Account Enter the number provided to you by the provider.
User Name Enter the user name for the provider account.
Password Enter the password for the provider account.
Gateway URL Enter the secure URL provided to you by the provider.
Log File Enter .txt file path for your organizations records.
Process Time Enter the time the provider will batch process payments.
2)
Click Update. All fields show in the Gateway List except Sub Account, Password, and Log
File.
38
Background Checks (Optional)

Arena offers integrated background screening services. Through this integration, once you establish an
account with Protect My Ministry, your organization can request, approve and maintain background
checks for all records.
OVERVIEW
Establish policies and procedures for processing staff and volunteer background checks. As you
evaluate your 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?
How often will you run each screening?

Your insurance provider, HR professional or legal counsel can advise you. Document the process,
including any forms to obtain authorization from the candidate. Sample PMM forms are provided
at http://community.arenachms.com/ Downloads Documentation Product Inserts.
Configured properly, Arena will:
Populate the name, social security number, date of birth and address of an existing record.
Provide a simple process to run a background check.
Provide levels of authorization so that approval can be required prior to processing a background
check.
Maintain the status of the background check.
Download the screening results and store it securely on your system.
Allow designated staff to review the results and select Pass or Fail for the candidate.
REQUIREMENTS FOR BACKGROUND CHECK SET UP
Set up your account with Protect My Ministry.

Verify and customize Background Check Types in Administration.
Set Background Check Type and set security.
Set up Background Check System E-mails, as desired. See System E-mails in this manual.
Start Background Check agent. See Automation Agents in this manual.
Verify proper page set up.
Modify Background Check Details control settings, as desired, including the Consent Form
Requirement Level control setting.
39
BACKGROUND CHECK CONFIGURATION

If your organization has an existing account with Protect My Ministry, skip steps 2 through 7. If
your organization does not have an existing account with Protect My Ministry, use all of the
following steps.
Steps to Set Up an Account with Protect My Ministry:
1) Go to Administration Background Check Configuration.
Background Check Configuration
2) If you are setting up a new account, click on Sign up for Protect My Ministry link. A new
window will display.
Sign up for Protect My Ministry
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
8) Close the window.
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
2) Click the Edit icon

on the far right of the Type.
3) Enter a Name for this background check type.
4) Click the Change link to search and select an existing record for the owner. By default, the
owner will be the current user.
5) Select Notifications options, as desired. Be sure the respective background check system emails are set up.
Background Check Type
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
Basic Plan Screenings:

National Criminal Databse Search
National Sex Offender Registry
SSN Verification & Address History
Plus Plan Screenings:

National Criminal Databse Search
National Sex Offender Registry
SSN Verification & Address History
Credit Screening
Court Search Screening
MVR Driving History
46
Steps to set Background Check Type Security:
1) Click the Security Key for each Background Check Type.
Background Check Type Security Key
2) Set Security.
Background Check Type Security
View This access allows users to view requests for this background check type.
Edit This access allows users to edit requests, including initial requests, for this background
type.
Edit Security This access allows users to edit security for this background check type.
Approve This access allows the designated security role or person to approve requests for this
background check type.
Security Role Permissions
Person Fields Security
3) Click Update.
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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
SMS Text Messaging

Arena offers the ability to send SMS messages via e-mail.
SMS Text Messaging does not require an Agent, unless it is put into a queue (like using the
Future Send option), in which case it will use the existing MailQueue Agent.
The Arena Mail Queue Agent will only send SMS to items in a communication that are marked as
Pending, Failed, or Queued.
Steps to Allow SMS via E-mail:
1) Set the SMS via Email Enabled Organization Setting to true.
2) Add, update, or deactivate the providers in the SMS Email Gateway Formats lookup. A list of
major providers is available, by default.
3) Set MailMerge, as desired, on the SMS Communication page.
4) Update all pages where the SMS control setting is available, as desired. Below is a list of the
controls where the SMS link is available.
Person List control on the Popup Person Results (single) and Popup Person Results (multi)
pages.
Person Detail control on the Individual Information page.
Report View control on the Report Grid page.
Profile Tab control on the Tag Details page.
Profile Members control on the Volunteer Administration page.
Small Group Tab control on the Team Members page.
Mission Details control on the Mission Details page.
Communication Approval List control on the <Approver> page, if using Threshold and have
created a Communications page where both E-mail and SMS messages are available for review
and approval.
Registration List control.
List Report View control.
Adding a Cell Phone on the Person Details Page
Once enabled, users can send a SMS Message through Arena Communications.
SMS from Person Details Page
The SMSMerge.ascx control no longer exists. Instead, its functionality is available in the
MailMerge.ascx control. The Default Communication Medium module setting determines
SMS or an Email.
Arena Premium Administrator Manual Security
49
Security
Security Roles
Security Roles is the ability to group users by access to the pages, fields, and all areas of Arena.
Security Roles Permissions grant users specific view, edit, approve, edit controls, and edit
security.
A user cannot view anything unless the Arena Administrator grants rights to do so by either
security role permission, or Individual permission. Security roles are cumulative, meaning if you
add a user to multiple Security Roles, the permissions allotted will stack, therefore the user will
have access to all sections that each separate Role allow.
Security Roles
The below Security Roles are default roles with permissions set and specific purposes.
The other Security Roles have no permissions set and are provided to assist you as you are
evaluate your user-groups.
All Users This role allows all users access. By default, this role has view permission access.
Arena Administrators This role can modify Arena content.
Global Administrators - This role has full access for administration purposes only.
Registered Users This role allows authenticated user access. You will not add users to this
role. Any user who is successfully logged in (been authenticated) will automatically have access.
You cannot delete the All Users and Global Administrator roles, or modify the members of the
All Users.
IN ORDER TO SET SECURITY YOU WILL IMPLEMENT THE BELOW STEPS:
Create a Security Role.

Set Permissions for the new security role.
Add existing records to the Security Role and set login and password for each user.
Set template permissions.
50
Steps to Create a New Security Role:
1) Go to AdministrationSecurity Roles.
2) Click the New Security Role
icon.
Security Role List
3) Click the New Role link.

4) Click Edit Details.
New Security Role
Role Name This is the name of the security role.

Sync With - This option allows you the ability to sync a role with existing group of
Assignment Workers, Event Tags, Serving Tags, Ministry Tags, Groups, Active Directory
Groups and Area Roles. When a user adds an existing record to the specific entity, Arena
adds him or her to security role.
The Role Sync Agent must be running in order for the sync option to function properly.
When you sync a role, the ONLY method to add records to the role is by adding the record to the
Assignment, Tag, Group, AD Group or Area Role.
Notify New Members Check this box if you want records added to this role to receive an 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
53
5) Click the Attributes Tab to make the desired permission selections for this Security Role.
Attributes Tab
6) Click the Person Fields Tab to make the desired permission selections for this Security Role.
Person Fields Tab
7) Click the Tags Tab to make the desired permission selections for this Security Role.
Tags Tab
8) Click the Groups Tab to make the desired permission selections for this Security Role.
Groups Tab
9) Click Save.
54
Steps to Add an Existing Record to a Security Role Not Using the Sync Role Option:
Below the Role Details, you will see a list of the people whom are in the Security Role.
1) From the security role page, click the Add New Person
existing record.
icon to search and select an
Adding a person to a Security Role
2) If you are using forms authentication, click the name of the recently added person.
3) Click the Security tab.
4) Click Add New Login
icon in the Arena Logins section.
New Login
5) Verify or modify login, as desired. By default, Arena will assign a login using the first initial
and last name. If more than one user has the same first initial and last name, Arena will add
the next sequential numerical value to the login.
6) Enter password, if you are using Database authentication. Password must be between 5 and
30 characters long and must contain at least one digit.
7) Select Authentication Type.
Arena Login
Active Check this box to make this login active.

User must change password at next login Check this box if you want the user to
have the ability to create a user-specific password when they first login.
Account is locked Check this box to lock the account.
55
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
3) Click the Left Content tab.

4) Click the security key
icon.
Template Left Content
5) From the Available Roles drop-down, select the new security role.
6) Set permission for this role. View right permission is all that is required.
Arena Security
7) Click Update.
8) Refresh cache and test the security role.
56
Steps to Copy a Security Role:
As you create security roles for your organization, it can be more efficient to copy an existing role
and edit permissions for the copied role, than to create a new security role from scratch. At the
bottom of the Security Role List, there is a Copy Role option. This option allows for quick
duplication of a role.
Copying a Security Role
1)
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.
57
DELETING RECORDS
You may find it necessary to delete records, as opposed to making them inactive. On this
occasion, Arena offers the ability delete records through a module setting on the Person Detail
module.
Users that have Global Admin rights are allows to delete records.
Steps to Allow an Individual or Security Role(s) to Delete Records:
1) Assuming you have created a security role of users who can delete records, go to
AdministrationPagesHomeMembershipWhite PagesPerson DetailIndividual
Information.
2) Select the Main Content tab.
Individual Information-Main Content Tab
3) Select the Person Detail control.

4) Set the Allow Delete control setting to True.
Allow Delete Module Setting
5) Select the security roles, as desired.

Allow deleting of a Person on Person Detail Module Setting
When trying to delete a record, if the record contains associated data, a friendly message will
display to notify the user that all the related records must be deleted in order to delete this
record.
58
Person Details Field Security

This page works in tandem with the Person Fields tab of Security Roles (see Security Roles).
Arena has the capability of restricting Security Roles to view or edit specific fields on the Person
Details page for all records, limiting what users can view or change. While the record displayed is
the current user logged in, security settings apply to all records. Due to the nature of this
function, it is advised access to this link be limited to just a few people.
Person Details with Security
If all field security options do not display, set Secure

Fields to True on Person Detail control on the
Individual Information page.
59
Security Templates
Security Templates enable you to create a set of permissions that can include different security
levels for multiple users and/or Security Roles. You can apply the security template to areas such
as pages, controls, person notes, attributes,
Steps to Create a Security Template:
1) Go to Administration Security Templates.
2) Click Add New Security Template
icon.
Adding a Security Template
3) Enter the Name for this Security Template.

4) Enter a Description for this Security Template.
5) Select Object Type. Available objects include Portal, Page, Module (control), Tag, Attribute,
Attribute Group, Metric, Report, Group Cluster, Application, Person Field, Person Note, Document
Type, Assignment Type, Background Check Type, and API Application.
6) Select the Security Roles or Record to add to this Security Template.
Template Security
7) Click Update.
60
APPLYING SECURITY TEMPLATES IN NOTES

Once you create and enable a security template for a person note, users who have permissions, can add
the security template to a person note allowing other users the ability to see a note marked private. See
the User manual for more information regarding creating Person Notes.
Security Template Notes
USING SECURITY TEMPLATES WITH OTHER OBJECT TYPES

If you enable security templates for an object type other than notes (Pages, for example), then
the template will be available in the security popup window for that object. This feature
Arena Security
Arena Premium Administrator Manual Extending Your Arena
61
Extending Your Arena

This section of Administration focuses on extending the various functions throughout Arena
such as Lookups, Person Attributes, Relationship Types, Campaigns, Custom Field Groups,
and Social Modules. These features give you the ability to tailor Arena to fit your
organization.
DOCUMENT TYPES
Document Types enable users the ability to upload forms, images, text documents,
scanned images, or just about any file. Once you create document types, permission s can
be set to secure the type by security role or person.
In order to add a document to Arena, at least one Document Type must be set up.
Steps to Create a Document Type:
1) Go to AdministrationDocument Types.
2) Click the Add New Document
icon.
New Document Type
3) Complete fields, as desired.

New Document Details
Type Name Enter a name for this Document Type.

Show on Person Details Check this box to allow users the ability to upload this
type of document t on the person detail page.
Allow Description Check this box to allow users the ability to enter a description
for uploaded documents.
Use Type as Title Check this box to use the document type as the document title.
Image Check this box to allow users the ability to upload an image for the
document. Icon paths must be in the following format: ~/Images/file.ext.
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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
Steps to Add a Document Type to a Person Attribute:

1) Go to AdministrationPerson Attributes. To add a document type to an existing
Person
2)
3)
Click the Add New Attribute

Select the Display Location.
icon.
New Person Attribute
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.
63
11) Select Qualifier. This drop-down will list all Document Types marked to Show on the
Person Details page.
Person Attribute Details
Visible Check this box for the uploaded documents to be visible.

Read Only Check this box for the attribute to be ready only.
Required Check this box if users are required to upload a document, when editing this
attribute.
Enable History Check this box to enable history for Arena to track when the attribute
is changed.
Number of Previous Values If you Enable History, enter the number of previous
values to track.
12) Click Update.
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File Browser Administrator

The File Browser Administrator gives users the ability to set up a folder structure within
and store documents, not associated with a record, group or tag. This folder structure is
database-driven.
File Browser Administrator
65
Peer Network Relationships

Peer Network Relationships represent a connection between records by calculating a score
for the record as well as scores for the peer network. The Peer Network will display on the
person details page with the name, score, and up or down trend for the records.
Peer Types and Arena Calculate Peer must be set up prior to using peer network
relationships.
Peer Types
The peer types are the stored procedures that run to calculate the individual scores.
Clicking on Peer Types under Administration will open the Peer Type list. Click the Add
link to begin setting up a peer type, as shown below.
Peer Type Set up
Name Enter the name of the Peer Type such as Tag Peers, Tag Owners, Group
Leaders, etc.
Active By default, Arena selects active.
Description Enter a description such as how the Peer Type is used.
Stored Procedure Choose a stored procedure from the drop down list to assign to the
peer type. The default stored procedures as shown on the following page with a brief
explanation of their intended use. You will need to set the value for each procedure by
default. There is no set value.
Parameters Enter a description and give the value of the peer type.
66
peer_sp_calculate_tag_peers
peer_sp_calculate_tag_owners
peer_sp_calculate_group_peers
peer_sp_calculate_group_leaders
peer_sp_calculate_declining
Calculates member to member score in a tag

based on relationship strength.
Calculates tag owner to member score in a
tag based on relationship strength.
Calculates member to member score in a
group based on relationship strength.
Calculates group leader to member score in a
group based on the relationship strength.
Calculates the declining scores from tags and
groups.
The peer types will run in order from top to bottom. If you are using the
calculate_declining_stored procedure you must make it the last one in the list or it will not
calculate any below itself.
Arena Calculate Peers Agent
The Arena Calculate Peers automation agent runs the stored procedures in the peer
types to generate the scores for each record. The calculate peers agent can be set up to
run on a daily, weekly, or monthly basis.
Peer Agent Configuration
67
RELATIONSHIP STRENGTH FOR GROUPS

Setting up the relationship strength for groups is typically an administrative function
because this must be set up on the Cluster Types. This is set up through the Small
Group Structure section under the Administration area of Arena.
Steps to Set the Relationship Strength for Groups:
1) Go to Administration>Small Group Structure.
2) Click on the desired Cluster Types link.
3) Click the Cluster Type
edit icon.
Small Group Peer Strength
4) Set Relationships strength by moving the scale bar off to the desired position.
5) Click Update. Once you move the relationship strength scale to the desired position,
all records in groups using this cluster type will display the names and scores on the
person details page.
6) Click Update.
Peer Relationships also work in Tags. The same sliders will display when viewing Tag Details.
Please see the Arena End User Manual for more help with setting up Tags.
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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
Certain values are System Values, and cannot be edited or removed.

Steps to Create a Lookup:
1)
2)
3)
Click the Add New Lookup Type

icon at the bottom. Clicking this link will add a
new lookup type called [New Lookup Type].
Click the [New Lookup Type].
Enter a name for this Lookup Type.
Lookup Type
4)
5)
6)
7)
ID This number is the field identification number created by the database.

Lookup Type This is the name of the lookup type.
Description Enter a description for this Lookup Type such as, what kind of values
this type will hold.
Qualifiers Enter the title of the qualifier. This option can perform certain tasks
when the value is used. Typical user-created values will not have any qualifiers, but
you can use them for reporting purposes to group multiple values together.
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8)
Click the Add link if this is the first value or the Add New Lookup Value
lookup values already exist.
icon if
Add Lookup Value
9)
Enter lookup value.

Lookup Value
ID This number is created by the database when a new lookup value is created
Value Enter in the Lookup Value name.
Active Leave this checkbox checked to use this Lookup Value immediately.
Foreign Key Only the Arena Sync or modifying the Database will enter a value in
the Foreign Key field.
10) Click Update

to save.
11) Add as many lookup values, as desired, for the lookup type.
12) Change the order the Values display in the lookup type by using the double
to drag-n-drop the value to the desire position.
arrows
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Person Attributes
Person Attributes are default and custom fields for entering and recording just about
anything about a person. Attributes can record several types of data, including numerical
values, date values, and string (text) values. Person Attributes display on the Person
Details page.
Attribute Group List
This list shows the Attribute Group Name, a link for the Individual Attributes within that
Group, the Display Location (on Person Details), whether or not this Group is a System
Group (and therefore not removable), the Security link
the Groups on the page, and the delete link
.
, placement arrows for ordering
You can delete only non-System Group Person Attributes.
71
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
icon to drag-and-drop the attribute to the desired position.
Person Attributes
12) Set security for the Attribute Groups and each Attribute. You can also set security through
Security Role Permissions.
Attribute Group Security
Attribute Security
In order to enter values, users must have edit rights for the attribute group and attribute.
13) If you would like existing or custom Attributes to be available in White Pages
Advanced Search, make the appropriate Person Search control settings on the
White Pages page.
Attributes to Search
74
Relationship Types
Relationship Types enable the user to show a relationship between two records outside of
the immediate family. Some common uses would be Grandparent to Grandchild, Aunt or
Uncle to Niece or Nephew, or Shepherd to Sheep. Clicking on Relationship Types under
Administration will display a list of all Relationships and their inverses, as shown below.
By default, no Relationship Types exist for new installations.
Relationship Types
Steps to Add Relationship Types:

1) Go to AdministrationRelationship Types.
2) Click Add.
3) Enter a Name for this Relationship. The first Relationship Type will not have an
Inverse.
First Relationship
The very first relationship you enter will have no values for an Inverse Relationship, so
leave the inverse blank. After you create at least one Relationship Type, you can select it
as the inverse of the second one you create. Once the inverse is set for the opposite side of
the pair (the first value created for this pair), the inverse will be set for both Types. Each
Type can only have one Inverse.
4) Set the Relationship Strength, as desired.
5) Click Update.
6) Click the Relationship
icon to add the Inverse Relationship Type.
7) Enter the Relationship Name.
Inverse Relationship
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8) Click the Update.

If your organization uses Arena Check-In and you would like to allow non-family members to
check one another in, create a Relationship containing the phrase "can checkin" (case
insensitive, no quotes) to permit this action.
To place a relationship type on a record, please see Viewing a Record in the
Arena End User Manual.
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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
icon to edit this campaign.
New Campaign
4) Complete all Campaign information, as desired.

New Campaign Set up
Name This is the name of this Campaign.

Description Enter in a description for this Campaign.
Campaign Manager Select the member who is the Campaign Manager for this
campaign.
Active Check this box to indicate if active campaigns.
5) Click the Update
icon.
Users can add existing records to active campaigns through Person Bulk Update. See
Active Campaigns in the User Manual. After a campaign is complete, clicking on the
Campaign Name link displays the current statistics and any outstanding notes of the
campaign.
Once a campaign exists, the list will show the Campaign Name, Description, Active Status,
the Edit icon
, and Delete icon
, as shown below. Click Edit
to change any of these
fields.
Campaign List
77
Once a campaign is complete, users with security permissions can view statistics and notes
for the campaign.
Campaign Statistics
78
Custom Field Groups

Custom Field Groups are available in Assignments, Events Tags, and Missions. These
field groups enable users to select the predefined custom fields, as desired. When users
add a Field Group to an Assignment, Group, Tag or Mission, Arena adds all fields in the
Custom Field Group. See Arena End User Manual for more information for each
specific use.
Steps to Create Custom Field Groups:
1) Go to AdministrationCustom Field Groups.
2) Click Add.
3) Click the Edit
icon.
New Custom Field Group
4) Enter the name for this Custom Field Group.

5) Select Category. You can create Categories in LookupsCustom Field Module Category.
Edit Custom Field Group
6) Click the Update

icon to save.
7) Select the name of the new Custom Field Group.
8) Select the Add New Field
9) Complete fields, as desired.
icon to create a field.
New Custom Field
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Title This is the name of the Custom Field.

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

Descriptor - Optional description of format.
MIME Type - MIME Type information.
Enclosure Required - Choose the Enclosure Type to be required, if desired.
Public Format - Choose to have the format as public, if desired.
XSLT URL - Path to the XSLT file.
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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
Sends system e-mail when modifications are made to the

Advanced HTML control.
Agent | Birthday
Sends system e-mail to all recipients, based on the Arena

Send Birthday E-mails automation agent.
Agent | Daily E-mail
Sends system e-mail when the Arena Daily E-mail

automation agent is run
Agent | Group Leader

Registration
Sends system e-mail based on the Arena Small Group

Registrations automation agent.
Agent | Group Member

Registration
Sends system e-mail based on Arena Small Group

Registrations automation agent run.
Agent | Mailing(CASS/Move)
Agent | Mission Trip
Registration Deposit Reminder
Sends system e-mail to mission team member, with deposit

reminder.
Agent | Mission Trip

Registration Reminder Email
Sends system e-mail to mission team member with

registration reminder.
Agent | Serving Reminder
Sends system e-mail to members of the Serving tag, when

the Arena Serving Reminder automation agent is run and
future occurrence exists.
Agent | Voice-mail Notification
Sends system e-mail when the Arena PBX Voice-mail

automation agent is run.
Assignments | E-mail to
Remind Worker
Sends a reminder e-mail to the worker if the assignment is

not updated or closed in a specified period of days.
Requestor on Close
Sends a system e-mail to the Requestor when an

Assignment is closed.
Requestor on Entry

Assignment is entered.
Requestor on update

Assignment is updated
Worker on Close
Sends a system e-mail to the worker when the assignment

is closed.
Worker on Entry
Sends a system e-mail to the worker of the Assignment.
Worker on Update
Sends a system e-mail to the worker when the assignment

is updated.
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Assignments | Notify
Assignment Type Subscriber
Sends system e-mail to the subscriber when an assignment

is updated.
Background Check | Received

From Provider
Sends an e-mail to the person who Approved the request

when the results of the background check are picked up by
the Arena Agent.
Background Check |
Requested
Sends an e-mail to the owner of the Background Check

Type when a background check of that type is requested.
Background Check | Updated
Sends an e-mail to the requestor when the background

check is approved or rejected.
Classified Approval
Sends system e-mail when a classified ad is approved.
Counseling | Request
Sends system e-mail to counselor when a request is

entered.
Event Registration Notification
Sends an e-mail to the person who registers for an event.
Login Request
Sends system e-mail when new account request module is

used.
Merge Person Request
Sends system e-mail from merge persons control when role

with no edit access requests to merge records.
Mission Trip Contribution
Sends system e-mail once a mission trip payment is made

through online giving.
New User Account | Email

Verification
Sends system e-mail to registered user.
Newsletter
Online Giving Contribution
Online Giving | Rejected
Contribution
Password Request
Prayer Request | Comments
Prayer Request | Expire No
Renewal
Prayer Request | Expire With
Renewal
Serving Opportunity Details
Small Group Locator
Subscribed Announcements
User Confirmation
Announcements
Sends system e-mail to Newsletter subscribers with a link

to the newest newsletter.
Sends system e-mail once payment is made through online
giving.
Sends a system e-mail to the designated person with a list
of rejected Contributions.
Sends system e-mail once password request is made using
Request Login Information module.
Sends system e-mail when the Arena Process Prayer
Requests automation agent is run.
Sends systems e-mail to tag owner when a person signs up
for their serving opportunity from the external web site.
Sends system e-mail when request is submitted through
the Small Group Locator.
Sends systems e-mail to persons who have subscribed to
announcements. The setting is controlled by the
ArenaSubscribedAnnouncement agent.
Sends systems e-mail to a person when they subscribe to
an announcement. This is sent out when the agent is
configured.
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.
icon. For installations, there are no reports
Registered Report List
Steps to Add a New Registered Report:

1) Click Add.
Registration Page
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.
Not all Reports are configured to work with Lists.
84
Reporting
LISTS
Lists in Administration functions the same as Lists in Membership, with the exception of
ability to select criteria you may secure for other users, or modified through List
Configuration.
LIST SORTING OPTIONS

While a powerful tool, Lists, My Lists and Public Lists in Arena can become cluttered and
difficult to navigate as users create and use lists. Arena has two functions that help to
keep lists neatly organized and easily accessible: List Categories and Public/Private Lists.
LIST CATEGORIES
When creating a new list or by editing an existing list, the user can assign a specific
category value to the list. Users can use List Categories to sort and filter existing lists,
making it much easier to manage a large number of lists. You can create values for the
Report Category drop-down in the List Categories Lookup.
List Category Drop-down
The Report Category will display on the first page of the List Wizard for Lists, My Lists and
Public Lists, as shown below.
List Categories
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.
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.
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
3) Click Controls for the List type you wish to modify.

Edit Criteria
89
5) Select the appropriate checkbox of the criteria you wish to enable or disable.
Enable or Disable Criteria
6) Click Update. Refresh cache, prior to verifying changes in My Lists or Public Lists.
Steps to Add Existing Fields when Exporting to Excel:

The List Merge Fields define which available fields must be included in the final output of
the list, regardless if the user selects the field or not. Any time you want to include the
field in a merge document, select the field here.
1) Go to Administration List Configuration.
2) Click Tables for the List Type to modify.
List Type Tables
3) Click Fields of the table to which you would like to select criteria.
List Tables
90
4) Select the enabled checkbox of the fields to include when users export to Excel.
List Merge Fields
5) Click Update.
Steps to Include Null value for Attribute Dates:

1) Go to AdministrationList Configuration.
2) Select Criteria Controls for the Report Type you want to modify.
Report Criteria Controls
3) Select Controls for the Criteria Group you want to modify.

Criteria Controls
4) Select the Edit
icon of the Control you want to change.
Criteria Details
5) Select Include Null Checkbox. This option is not available to all criteria.
91
Steps to Change the Setting to Pull Active or Inactive Lookup Values:
2) Click Criteria Controls for a specific Report Type.
Criteria Controls
3) Click Controls link that uses Lookup values (i.e., Member Status).
Controls
4) Click the Edit
icon of the Control you want to change.
Control Edit
5) Select the Active Lookup Only checkbox, as shown below.

Use Active Lookups
6) Click Save.
Steps to Add Campus:
1) Go to Administration>Pages.
2) Expand the Home pages.
Pages>Home
3) Click on the Organization Details page.

Organization Details
92
4) Click the Child Pages tab.
Organization Child Pages
5) Click the Add New Page

icon.
6) Enter a Name for this new page.
Page Details
7) Click
8) Click
9) Click
10) Click
Update.
the Organization Details page.
on the Main Content tab.
the Organization Settings module link.
Organization Settings Security
11) Click the Add link.

Add Pages
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
3) Select the smpg_v_group_member_role table.

Group Table
4) Verify the Table Prefix is GMR and Join String is for GMR.
Table Prefix
5) Click Save.
6) Click Cancel on the Table List page.
7) Select Criteria Controls for the Person Report Type.
Criteria Controls
8) Select Controls for the Small Group Criteria.

Small Group Controls
95
9) Select Edit for the Small Group List control.
Small Group List Control
10) Verify Person_id is the Related Field, Scope Results to Select Groups is selected, and
Enabled.
Criteria Details
11) Click Save.

12) Click Edit for the Role_Name.
96
13) Verify control settings.
Control Settings
14) Click Save.
97
List Control Types

Control Type
Compare_Currency
Compare_DateTime
Compare_Decimal
Compare_ID
Compare_Int
Compare_String
Const_Lookup
Function_CompareDeci
mal
Existing
Example
Description
Comparison dropdown for a
single numerical box.
single date box.
single text box for IDs.
Comparison dropdown with a
single text box.
Checkboxes for hardcoded
values.
decimal value that has the
return value based on a
function.
Function_CompareInt
Function_ComparePho
ne
Function_CompareStri
ng
Comparison dropdown for

phone numbers, calls the
stripphone function
decimal value that has the
return value based on a
function.
Anniversary
date
Leader ID
C Drive
Space
First Name
Gender
Query
Example
WHERE<field>LIKE,>,<.=.3tc>
<value>
<value>
<value>
<value>
<value>
<value>
WHERE<field>IN(<value>,<valu
e>,etc.)
Distance
from the
church
WHERE<function(<field>)>
LIKE,>,<,=,etc. <value>
# of adults in
family
E-mail
Function_RangeDay
Range for day based on values

calling a function.
Function_RangeInt
Range for integer values

calling a function.
Total
Contribution
Function_RangeMonth
Range for month based on

values calling a function.
Birth Month
Function_RangeYear
Range for year based values

calling a function.
Birth day
Age
WHERE
<function(<field>)>>=<value1
>
AND<function(<field>)><=<val
ue2
WHERE
>
ue2
WHERE
>
ue2
WHERE
>
ue2
98
GroupList
Checkbox tree list of

Groups, returns person_ids
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
Uses a query to return

hardcoded values from a
predetermined list of values.
Serving
Status
Query_Lookup
Uses a query to return

checkbox options from a list
of table options
Role
Range_DateTime
Range for date values
Range_Int
Range for integer values
D value
Table_Lookup
Checkboxes for lookups
Member
status
TagList
YesNo
Query_Query_Looku
p
Birth date
Checkbox tree list of Tags,

returns person_ids
?
Uses a query or function in
the SELECT and WHERE
clauses for values to choose
from and for results
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>)
SELECT <query> AS field;

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

Criteria
12) Click Update.

13) Select the Enabled box of the Attribute. The order of steps 10-13 is very specific. You must
select the fields first and then the Attribute Group.
Enable 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
2) Go to your Arena Report Manager.

3) Select Arena.
4) Select the desired folder.
5) Expand the Arena Reports folder or click Upload. Go to step 8 if you select Upload here.
Report Manager
102
6) Select the desired folder.
Report Manage Folder
7) Click Upload File.

8) Browse to select the RDL file to upload.
Upload File
9) Rename the file.

10) Click OK.
103
11) From the drop-down of the uploaded report, select Manage.
Report Drop-Down
12) Select Data Sources.

13) Select Browses to connect this report with your Arena DB.
Edit Report
104
14) Click Data Sources.
Data Sources
15) Click OK.

16) Click Apply.
Apply Data Source
17) Click on the applicable folder to confirm the Report loaded and is running.
For Community reports that contain a SQL file, you will need to first execute the SQL, after
associating it with your Arena DB. Then proceed to upload RDL file.
If you have the need for a custom report, please e-mail your request to
reportrequest@arenachms.com.
Arena Premium Administrator Manual Web
105
Web
This section of the manual focuses on the basic elements of the Arena internal application.
Pages
Pages display all pages for both the internal and external portal. You can also add pages from
Page Hierarchy
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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ADDING CONTENT TO PAGES

You can configure page content by adding controls (Modules) to specific content areas of the
pages (templates) that make up the Arena application. See Modules in this manual for additional
information regarding controls.
Follow these steps to add a Module to a page:

1) Click on the appropriate page. Expand page tree as needed to access the desired page. The
screen will refresh and display the Page Details. This will also display the tabs that represent
the various cells or content areas that define the page layout.
2) Click on the desired content tab for the area in which you wish to add/change/remove the
control. For the default Arena templates, the controls are generally placed on the Main Content
tab. Any controls already on that page will display.
3) Click the Add New Module
icon. By default, the new module name will be New Module
and the type will be Advance HTML Text.
4) To change the control, click the New Module.
5) Select the desired module.
New Module
6) Based upon the selected module, make required and desired changes.
7) Click Update.
8) Set permissions for each control, by existing Security Role or by person, by clicking the
Security
icon. You can also set permission through Security Roles.
9) If multiple controls exist on the page, change the order of the controls, by using the
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.
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CHILD PAGES
Adding pages is essential to customizing Arena to work for you. Before you create a new page, to
contain new information or if a certain control requires a new page, you will need to decide where
in your Page Hierarchy you want to place that page. The Page Tree Hierarchy is a graphical display
of the structure of your web pages. The following will refer to the relationship between pages as
Parent/Child where a Child Page is a sub-page of a Parent page.
Steps to Create a New Child Page:

1) Click on the Page in which you desire to add a child page. This will be the Parent Page to the
new child page.
2) Click on the Child Pages tab, as shown below.
Child Pages
3) If this is the first child page, click Add, or if pages already exist click on the Add New Page
icon. This will automatically open the Page Details tab of the new page, allowing you to set
up the page.
4) To change the order of the pages, click
to drag-n-drop the page to the desired location.
Whenever you create a Child Page, it will automatically inherit the template, page
settings, controls, and security settings that are on the Parent Page. Inheritance is only at
the point of creation, meaning that if you add a control to a page that has child pages, the
existing child pages will not inherit the new control. In this scenario, you will have to add
each control manually to each child page. However, if you later add a child page, it will
inherit the control. Therefore, it is recommended that if several pages are to be created
underneath a single New page, the default modules should be set on the first page (such
as Advanced HTML Text), to save time.
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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
PAGE SECURITY TAB

The Security Tab works just like Page Security, except that the Security Tab sets permissions only for
the current page, as opposed to child pages.
Page Security from Pages
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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).
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
114
based on the Domain user. Forms access will bypass the Domain and require the user to
log into Arena using the username and Password setup in Arena for access.
Modules
The Module page will list all available controls. Modules are controls used throughout Arena. Each
control has specific function and may or may not contain control settings. Some control settings
are required, and some are optional. You will want to evaluate controls as you implement specific
Arena features.
When you create new modules, you must add them to this page before you can add them to a
template or page. See the Appendix in this manual for a complete listing of the modules
included with Arena.
Module List
Name This is the control name.

Module URL This is the file path of the ascx file stored in the ~Program Files\Arena
ChMS\Arena\UserControls.
Allows Child Modules A green check mark
indicates this control can contain child
modules.
Pages Click this link to display the file path of the pages where this control is currently used.
- You can delete modules, if they are not in use. If they are in use, the
will be shaded.
Import Modules You can import modules by using the Browse at the bottom of the
Module List, in exactly the same way Pages are imported. You can import one module per
XML file.
Export Modules You can export modules on this page. Clicking the Export button will create
an XML file that will contain the contents of the .ascx file and the Module reference for the
database.
Many controls have required settings, and you cannot update the control until you enter a
value for the required fields. If you click the Update button with a required field empty, a
message will display indicating a field is missing, and a small * asterisk will display next to
the field. Once you enter all required fields, click Update button to accept the changes.
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Steps to Add a New Module:
1) Click the Add New Module
icon.
2) Enter and select fields, as desired.
Adding a New Module
Name This is the name of the module.

URL This is the path to the .ascx file of this module. All .ascx files must in the
~/UserControls folder.
Description Enter in a description of this module.
Image Path Enter the path of the image for this control.
Allows Child Modules Check if this control will allow child modules.
Field Hints If the .ascx file has field hints set up, you can enter hints here. These will
appear when the user hovers with the mouse over control when viewing the module on a
page.
3) Click Update when finished.
Module settings can use Listboxes to control their settings.
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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
4) Confirm controls on the desired Content Tab.
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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
1) To create a new feed format, click the Add New Format
icon.
New Feed Format
Title - User provided title to display for this feed format.

Descriptor - User provided description of this format.
MIME Type - Input the MIME type of the file type you want this feed to handle. The above example
is set to audio/mpeg which is the MIME type for mp3 audio files.
Enclosure Required Check this box to indicate this Feed Format is chosen for an item, that a URL
to the corresponding media must be supplied.
Public Format Checking this box will make this feed format available for public users to subscribe
to.
XSLT URL: User must provide the URL for the xslt file that will setup the RSS feed. Arena comes with
a basic default xslt file. In the example above, this is the relative path to the Arena default xslt file.
2) Click Update. Follow this same process to create Feed Formats for each file type you plan to host.
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Internal pages setup:
A successful podcast setup within Arena will require an internal page structure using the appropriate
modules on each page. The following documentation and screenshots represent a basic podcast setup.
Basic Internal Page Structure
The modules used on each page along with their settings are as follows:
Podcast Channels:
Module: Feed/Channel List
Settings: No settings needed to use default setup
Channel Details:
Module: Feed/ChannelDetail
Settings: No settings needed to use default setup
Module: Feed/Channel Tabs
Settings: No setting needed to use default setup
Item Details:
Module: Feed/Item Detail
Settings: Item List Page - Set to Channel Details page (note: default description for this setting
seems to be misleading)
Topic Details:
Module: Feed/Topic Detail
Settings: Topic List Page - Set to Channel Details page (note: default description for this setting
seems to be misleading as well)
Defaults used for all other settings in this setup
Topic Item Detail:
Module: Feed/Item Detail
Settings: Item List Page - Set to Topic Details page (note: default description for this setting seems
to be misleading as well)
Setting up these internal pages will now allow users to create podcast channels, add topics and actual
audio/video files to host. This is sufficient setup to allow users with RSS feed catchers, such as
iTunes, to manually subscribe using the specific URL of the feed channel. See Podcast Channels in
the Arena End User manual.
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External pages setup:
An external page structure is necessary to allow web users to access your podcasts, and subscribe to
them directly from your website. Below is an example of a basic podcasting setup. In this example, a
"Podcasts" page is directly under the website homepage. Permissions will allows all users to have
access to the podcasts.
Basic External Page Structure
The modules used on each page along with their settings are as follows:
Podcasts:
Module: Feed/Channel View
Settings: Image Size- Set to desired height/width size of display image (default is 120)
Item View Page - Set to page beneath this one containing the Item Flash Viewer module
(for this example, set to "Podcast Items" page)
Topic View Page - Set to page beneath this one containing the Topic View module (for
this example, set to "Topic Page" page)
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)
Podcast Items:
Module: Feed/Item Flash Viewer
Settings: Flash Format - Select the desired Feed Format for this module to display.
Arena Premium Administrator Manual Operations
121
Operations
Exceptions
When Arena encounters an error, an Exception automatically generates. Most exceptions will
display onscreen when they occur, and Arena will send an 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.
Arena Premium Administrator Manual Appendices
122
Appendix
Appendix A Organization Settings
Setting Name
Category
1st Day Of Week

Score
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.
2nd Day Of Week

Score
Organization
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
The name of the Active Directory domain.
AD ID attribute
Organization
ID Attribute to access Active Directory.
AD Server
Organization
The name of the Active Directory server.
API Enabled
Organization
Set to true/false to enable/disable REST API access. You must refresh cache
for this setting to take effect.
API Enforce
Person Field
Security
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.
API Test Mode

Enabled
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
API Test Mode

User
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
Exact URL of the Arena API (e.g., http://example.org/Arena/api.svc). This

only needs to be set if your web site in IIS has multiple headers. By default,
Arena will use the last header entered into IIS as WCF only allows one HTTP
end point. You must reset IIS for this setting to take effect.
Area Score
Organization
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
criteria. If there are available slots still open in the small group, this score is
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
Background Check Account Code.
None
Background Check Site ID.
None
Background Check Site ID.
Organization
Security Settings
Organization
The default layout on the Birthday e-mail.

Comma delimited list of blacklisted words that would likely be used in a
SQL Injection attack. Any Arena request that includes a querystring
parameter value with any of the words will be redirected to the
InvalidRequest page. An exception will also be logged (it will not be
displayed or e-mailed).
Delimited days that the bulletin is created. 0 = Sunday, 1 = Monday, etc.
Bulletin Options
Organization
Delimited options for the bulletin.
Business
Directory E-mail
Organization
Recipient to send a new business directory entry.
Organization
Number of days before a business directory entry expires.
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
Determines whether or not to display inactive family members in Check-In.
Check-In Overlap
Threshold
Organization
Used if CheckInAllowOverlappingCheckins is false. Number of 'grace

minutes' for overlapping check ins. e.g., If this is set to 15, then a user can
check in to a second class if the first class ends within the next 15 minutes.
Check-In Url
Organization
Check-In root URL.
Business
Directory Expire
Days
Check-In Allow
Overlapping
Checkins
Classified
Approval E-mail
Classifieds
E-mail sent when Classifieds have been approved.
Classified
Approval Page
Organization
Link to the classified e-mail to the classifiedE-mail person to the approval

page.
Classified E-mail
Organization
E-mail address of the person responsible for classified ads.
Classified Expire
Days
Organization
Number of days before a classified ad expires.
Close Age Range

Score
Organization
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
The path to the computer system images.
Counsel Team
Member Profile
The profile ID of counselors.
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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
Default area code
Organization
The default area code to be used when users enter a 7-digit number.
Default Max
Members
Organization
The default number of members in a small group.
Delete Merged
Organization
True/False value to delete original record(s).
Distance Score 0
to 1 Mile
Organization
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
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
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
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
Version of the DesertSoft (StrikeIron) web service for 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
Text for the message in the example e-Card.
Organization
Text for the email in the example e-Card.
Organization
Text for the name in the example e-Card.
E-mail Settings
Organization
E-mail Settings
The batch size for e-mail throttling.

Path to the log file for e-mail exceptions.
The time (in milliseconds) to pause between batches of bulk e-mail.
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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
Event Profile Title
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 Standard ETicket
Event
Registration
Exact Age Range

Score
Organization
criteria. If the user's age is in the age range of the small group, this score is
Exception
Recipient
Exception
Processing
E-mail address of the person that should receive exceptions, if

SendExceptions settings is 'true'.
Exception User
Agent Ignore
Exception
Processing
Semicolon list of agents to ignore when an exception occurs.
Generic Female
Image Guid
Generic Male
Image Guid
Geo Coding
Service
Giving Batch
Name
Grade Promotion
Date
Organization
GUID for the generic female image.
Organization
GUID for the generic male image.
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
Group Locator Email
E-mail Settings
Last Batch Import
None
Mail Room
Server
Set to StrikeIron or yahoo, as desired.
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.
The server name that ShelbyMAILROOM is installed on.
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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
search criteria. If the user's marital preference matches the groups marital
preference, this score is added to the running total.
E-mail Settings
The e-mail address of the person to receive merge persons requests.
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
The title to use for Ministry tags.

Title for the newsletter.
HTML Formatted E-mail to be sent on confirmation of an Online Giving
contribution.
Organization
The e-mail address that will be used to send e-mails from.
Organization
Provides a default footer for outgoing system e-mail messages.
Organization
Provides a default header for outgoing system e-mail messages.
Organization
The name that will be on e-mails sent from Arena.
Organization
Tags
The title to use for Personal 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
The number of days before a prayer request expires.
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
Enter the number of times a prayer request can be renewed.
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
The URL for the processes on a CPU in computer management.

The title to use for tags.
127
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
Text to display when asynchronous loading occurs. Leave blank to just

display an image defined in the CSS.
Progress Vertical
Position
Organization
Vertical Position to display the loading section when asynchronous loading

occurs. Top, Bottom or Middle are acceptable values.
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
List of e-mails for the Rejected Transaction Report to be sent. Separated by

(;) e.g. contributions@arenachms.com;support@arenachms.com.
Report Settings
The path to the Reports.
Report Settings
Optional login for reporting services.
Report Settings
The root folder of Reporting services. /Arena
Report Settings
Location of the reporting services server.
Security Settings
How many minutes the user's account will be locked if the

[SecurityLockAccountThresholdCount] is reached.
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
The user's account will be locked after [SecurityLockAccountThresholdCount]

unsuccessful login attempts within this many minutes.
Security Settings
Description of password strength requirement defined in

[SecurityPasswordStrengthRegex]. e.g., 'Password must be between 5 and
30 characters long and must contain at least one digit'.
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
Boolean to tell the system if the exceptions should be sent automatically to

Arena via the A.L.E.R.T. tool.
Send Exception
Exception
Processing
Boolean to tell the system if the exceptions should be sent automatically to

the ExceptionRecipient in the web.config file.
Serving Profile
Title
Small Group Reg
Leader Notify
Body
Small Group Reg
Leader Notify
Subject
Small Group Reg
Notify Body
Tags
The title to use for Serving tags.
Small Groups
Small Group E-mail to Leader
Small Groups
Small Group Registration
Small Groups
128
Setting Name
Category
Description
Small Group Reg

Notify Subject
Small Groups
Small Group Registration Complete
Small Group Title
Small Groups
Enter the name that you want to replace Small Group with.
SMS Provider
Password
SMS Provider
Username
SMS Provider
UserName
Organization
SMS Provider password
Organization
Organization
SMS User Name (typically an email address)
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
The mail server that Arena will send e-mails from.
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.
Use Group Type
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
Flag to set if Arena should use v5 as the contribution processor.
Use Group Areas
Warning Profile
Days
XML Report Path

Yahoo App ID
Zip Code Score
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
criteria. If the user's zip code matches the group's zip code, this score is
129
Appendix B - Arena Automation Agents

Agent
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.
130
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
131
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.
Currently, only one-way (Arena-to-Shelby v5) triggers are supported.
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.
Triggers installed to the Arena database by the Arena Sync Utility

Trigger Name
tr_core_address_ update
tr_core_family_ member_IU
tr_core_person_
address_delete
tr_core_person_
address_insert
tr_core_person_
address_update
tr_core_person_ attribute_IU
tr_core_person_ e-mail_IUD
tr_core_person_ Insert
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
removes phone information
all
tr_core_person_ phone_IU
updates or inserts phone

information
phonetypes,namecounter,phonenu
tr_core_person_Update
updates existing records
namecounter,firstmiddle,lastname,suffix,salutati
on,searchID,birthdate,gender,maritalstatus,ssn,
notes,whenupdated,whoupdated
tr_core_profile_member_IU
updates or inserts tag profile information
profile,start,naend,notes
132
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
port_portal_page_updt_trigger
today
port_template_updt_trigger
today
Affected Fields
person_id,active_meter
person_id,member_status
portal_def_last_updated
133
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
adds new values to

tr_Arena_MBTextPicks_Inse
certain lookups tied to
lookup_value,foreign_key,lookup_qualifier
rt
attributes from v5 MB
updates existing values in
tr_Arena_MBTextPicks_Upd
certain lookups tied to
lookup_value,lookup_qualifier
ate
attributes from v5 MB
date_created,date_modified,created_by,modified_by,perso
tr_Arena_NAAddresses_Upd updates address
n_id,history_type_luid,system_history,history,organization
ate
information
_id
tr_Arena_NACrossRef_Delet removes person all
e
address relationship
(core_lookup): lookup_value,foreign_key,lookup_qualifier
(core_address):
inserts new address types
tr_Arena_NACrossRef_Inser
street_address_1,street_address2,city,state,postal_code,fo
and address to person
t
reign_key,date_created,created_by,date_modified,modifie
relationship
d_by (core_person_address):
person_id,address_id,address_type_luid,primary_address
(core_person):
date_modified,modified_by,title_luid,nick_name,first_nam
e,last_name,suffix_luid,birth_date,gender,postal_code,ss
updates record, e-mail,
n,notes,marital,status,memo (core_person_e-mail):
tr_Arena_NANames_Update
and family information
date_created,date_modifed,created_by,modified_by,perso
n_id,active,e-mail,e-mail_order,notes (core_family):
foreign_key,family_name,organization_id
(core_family_member): family_id,person_id,role_luid
removes phone
tr_Arena_NAPhones_Delete
all
information
inserts new phone
tr_Arena_NAPhones_Insert
person_id,phone_luid,phone_number,phone_ext,unlisted
information
tr_Arena_NAPhones_Updat updates existing phone
person_id,phone_luid,phone_number,phone_ext,unlisted
e
information
tr_Arena_NAPhoneTypes_In
inserts new phone types lookup_value,foreign_key,lookup_qualifier
sert
tr_Arena_NAPhoneTypes_U updates existing phone
lookup_value,lookup_qualifier
pdate
types
removes person - tag
tr_Arena_NAProfiles_Delete
all
relationships
person_id,date_created,date_modified,created_by,modifie
inserts new person - tag
tr_Arena_NAProfiles_Insert
d_by,source_luid,status_luid,notes,date_pending,date_inr
relationships
eview,date_active,date_dormant
tr_Arena_NASuffixes_Insert inserts new suffixes
lookup_value,foreign_key
tr_Arena_NASuffixes_Updat
updates new suffixes
lookup_value
e
tr_Arena_NATitles_Insert
inserts new titles
lookup_value,foreign_key
tr_Arena_NATitles_Update updates existing titles
lookup_value
134
Appendix D Full Module List

Module Name
Active Campaigns
Add Campaign
Add Profile Member
Add Small Group Registration
Advance HTML Text
Advanced Column Settings
Advanced List
Alternate ID List
API Application List
Application Settings
Area Detail
Area List
Area Map View
Area Person Filter
Assignment Detail
Assignment Entry
Assignment List
Assignment Type Detail
Assignment Type Entry List
Assignment Type List
Assignment Type Tabs
Attendance Detail List
Attendance Frequency List
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
Tabs related to a specific assignment type.

Control used to display the details of attendance.
Lists frequencies configured for an attendance type.
Displays attendance grid based on specified attendance types and
date ranges.
Lists members with a specific occurrence on their record.
Enters attendance data and saves in real time.
Displays lists of available attendance reports and charts for a specified
group of attendance types.
Summarizes attendance history based on occurrences.
Lists attendance type categories.
Lists attendance types within a selected Attendance Type.
Attendance Upload
Allows for uploading attendance data from barcode scanners.
Attribute Group List

Attribute List
Lists available person attributes categories.

Lists attributes of person attributes of a selected Attribute Group.
Background Check Details
Displays the status and details of a particular background check.
Background Check Provider

Configuration
Module for setting up background check provider details.
Background Check Type Detail
This page is used to edit and view background check type details.
Background Check Type List
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
135
Module Name
Module Description
Bulk Email Unsubscribe
Allows members to opt out of bulk emails by email address.
Campaign List
Campaign Next Family
Campus List
Change Password
Channel List
Used to display the details of a campaign and outstanding notes that

need to be processed.
Creates and lists all current campaigns.
Runs a campaign and brings up family information.
This is what allows the organization to set up multiple campuses.
Allows the authenticated user to change his or her password.
Creates the list of channels in Podcasts.
Channel Tabs
Provides the tabs used with Podcasts.
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
Displays one or more charts based on the data from a stored

procedure that you specify.
Module for monitoring active Check-In Locations.
This is the control that allows the user to register the themes used in
Check in.
Allows a user to approve submitted classifieds.
Creates new classified entries.
Lists classified entries.
Lists all classified categories and number of entries per category.
Lists classifieds by category .
Control for approving or denying communications.
Creates communication templates.
Displays the details of a particular computer.
Lists software on a particular computer.
Lists computers on domain.
Shows details of a contribution batch.
Lists all contribution batches.
Displays the details of a selected contribution entry.
Manages available contribution giving funds.
Lists either all contributions or all contributions per giving unit ID.
Displays and creates new pledges for an individual.
Lists contribution projects.
Copy List Report.
Lists of custom fields grouped together for event tags.

Lists custom fields set up for event tags.
A 2 column dock container.
A 3 column dock container.
Creates and lists new types of documents for use.
Displays the categories set up for E-cards.
Displays selected E-card.
Lists E-Cards.
136
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.

Event Registration Detail
Event Transaction List
Event Week View
Exception List
Feed Format List
File Browser
Flash Display
Folder Browser
Game List
Gateway Account List
Group Documents
Group List Communication

Displays details of the event registration.
Control used to display the transactions for a profile or registration.
Displays events taking place over the next 7 days in a calendar.
Lists exceptions that have occurred.
Creates the list of Podcasts.
Control for browsing, and editing files.
Control to display promotions in a flash format.
Control that lets the users determine the file structure for file sharing.
Lists games set up in sport schedules.
Allows for creation and administration of payment gateways.
Displays and adds documents for Small Groups.
Provides option for e-mailing leader or members of a group.
HTML E-mail Form
Sends a configured e-mail to a designated recipient.
HTML From Stored Procedure

Item Detail
Kiosk List
Kiosk Schedule List
Retrieves an e-mail generated by a stored procedure.

Creates the list of items for Podcasts.
Provides users with two options (watch and listen) when viewing an
individual podcast item. Options are displayed based on the available
media for the podcast and their respective mime/types.
Lists all check-in kiosks set up.
Lists the schedules set up for a check-in kiosk.
List Merge Fields Configuration
Creates new fields for Lists.
List Report
List Report Configuration
List Report View
List Tables
Location List
Login List
Login Logout
Lookup List
Lookup Type List
Displays a list of set up Lists.

Configures a List.
Displays the configuration of a List.
Use this control to add/modify tables that can be used for Lists.
Lists physical locations set up in Check-In.
Create and display available logins for a person.
Allows a user to log in or out.
Displays the list of lookup values of a type.
Displays list of lookup types.
Item Flash Viewer
137
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 Item List
Lists options for a metric.
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
Displays area listing for logged in individual.
My
My
My
My
My
My
My
My
My
My
My
My
My
My
List of assignments for the current user.

Control to allow a user to modify their attributes.
Shows a list of campaigns the user's family was involved in.
A list of recent giving activity.
A single group details view.
A list the users groups.
A list of the current person's active missions.
A flickr photo gallery viewer. This module is Group aware.
Control to display the registrations to a user.
Displays list of set up repeating payments for logged in individual.
A list of the current person's serving profiles.
Control to display a person's subscriptions.
A twitter timeline module. This module is Group aware.
A Group Wall. This module is Group aware.
This control can be placed on an external site to allow the user to edit
the values for their attributes.
Navigation bar control for child pages.
Allows visitor to create a new user account.
Allows users to search for old articles.
Displays a newsletter article.
Lists articles of a specific volume within a newsletter, adds new, and
allows editing of articles and details.
Lists authors of a specific newsletter.
Places promotions onto newsletter.
Allows person to subscribe to a newsletter.
Administers the subscription process.
Allows person to unsubscribe to a newsletter.
Lists volumes of a specific newsletter and adds new.
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
138
Newsletter Volume Display
Displays all articles of a volume.
Newsletter Volume Summary

Newsletters
Object Permissions
Occurrence Detail Page
Occurrence List
Occurrence Type Report List
Online Giving Wizad
Organization Details
Organization List
Organization Setting List
Page Details
Page Drop Down Menu
Page Index
Displays volume information on website for article link.

Lists all newsletters.
Creates permissions for objects such as groups and tags.
Displays detailed information on an occurrence.
Lists occurrences created.
Creates a report of occurrence types.
Online Giving wizard.
Displays and edits name and address for the organization.
List of organizations in the database.
List of settings associated with an organization.
Displays page hierarchy.
Navigation bar using drop down options for child pages.
Lists child pages as links of a page.
Page Navigation
Displays tabs for navigation within a page hierarchy.
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
References other pages as sources for content, divided by tabs.
Photo Browser
Displays photos allowing for comments.
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
Displays the comments of photos from the photo browser.
Poll Recent Polls

Poll Results Graph
Polls
Portal List
Portal Pages
Postal Code List
Prayer Approval
Allows for changes to multiple people at once.

Displays information about a record.
Displays and links documents to a record.
Displays basic person information in the hover popup.
Lists people based on criteria.
Lists pledges set up for a record.
Allows for running SQL queries for an individual.
Allows users to search for a record by name or person ID.
Displays a list of roles a person is associated with.
Displays the search criteria for records.
Displays a list of what user viewed another user.
The feed of an channel in RSS 2.0 (XML)

A single channel listing.
Allows entry of many pledges with minimal entry screens.
Displays polls that are currently active for a set category.
Control for displaying a poll in the newsletter.
Option to display inactive polls and show results. Cannot answer
inactive polls.
Displays a chart of poll results.
Lists all polls allowing for edits.
Lists portals and portal details.
Creates a hyperlink list of root pages.
Lists postal codes in addresses.
Displays list of prayers/answers/comments pending approval.
139
Prayer
Prayer
Prayer
Prayer
Prayer
Comment List
List
Request Details
Request List
Requests
Prayer Session
Displays comments of prayers.

Prayer toolbox list version of all prayer requests.
Displays details of a prayer.
Lists all prayer requests.
Prayer toolbox version of a specific prayer request.
Allows for creating responses by category for the prayer ministry
team.
Prayer Web Request
Places the control for allowing prayer request entry on a website.
Previous Communications
Profile Activity
Profile Details
Profile Documents
Profile List
Displays previous e-mail history and attachments.

Displays tag activity options and allows users to create/edit activity.
Displays detail information about a non-event tag.
Displays and adds documents for Tags.
Lists all tags for a given type.
Profile Member Add
Adds user to a tag.
Profile Member Details

Profile Members
Profile Roster
Profile Tab Control
Promotion Bulletin Request List
Promotion Detail Display
Promotion Event Calendar List
Promotion Ezine Request List
Promotion Medium List
Displays tag details as related to a specific tag member.

Lists all members of a specific tag.
Photo, Name, & Contact information for everyone in a roster.
Displays the tabs for tag details, members, occurrences, and security.
Lists all requests for the bulletin.
Displays details for the "Find Out More" link on promotions.
Displays and enters list of Events by occurrence.
Lists requests for adding to Ezine.
List of custom mediums to use in Promotions.
The details of a custom medium that is used in Promotions. The
details of a custom medium that is used in Promotions.
Displays details of a promotion.
Lists all promotion requests.
Changes the promotion being displayed if more promotions are set to
display than allotted by the area provided.
Displays thumbnail and web info of promotion on website.
Displays all active promotions and links to their set up.
Lists all promotion requests entered from the website.
Lists prospective members to a small group.
Allows for redirection to a different page.
Displays people in pending or unassigned status of small groups in
the registration Tab.
Promotion Medium Details

Promotion Request Details
Promotion Request List
Promotion Scrolling Display
Promotion Thumbnail Display
Promotion Thumbnail List
Promotion Web Request List
Prospective Members
Redirect
Registration Details
Registration List
Control used to list the registrations
Registration Members
List of members of a registration
Relationship Type List
Lists relationship types and allows for adding new types.
Repeating Payment List

Repeating Payment Wizard
Report Detail
Report Grid From Query
Report List
Report Popup
Report Registration List
Report View
Lists set up Repeating Payments on a record.

Wizard for online giving.
Brings up the list report wizard.
Displays report results based on a stored procedure.
Lists the list reports.
Popup to display report results.
Displays list of registered report service reports.
Displays the finished report.
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Report Viewer
Displays the reporting service report.
Report Wizards
Reporting Services Configuration
Configuration set up for access to reporting services.
Request Login Information

Role Details
Allows user to request forgotten login credentials.

Displays details of a security role.
Role Members
Lists members of a role.
Roles
Security Subject Permissions
Security Templates
Security Tree View
Serving Opportunities Critical
Serving Opportunity Details
Lists security roles.

Sets security for various subjects.
Serving Opportunity List
Lists all serving opportunities.
Displays options for setting security.

Control to display critical serving opportunities.
Displays the results of the serving opportunity search.
Slide Show Pro

Small Group Category List
Small Group Cluster Detail
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.
Small Group Cluster Level List
Lists and creates new Small Group Cluster Levels.
Serving Opportunity Search
Small Group Cluster List

Small Group Cluster Tab Control
Small Group Cluster Type List
Small Group Detail
Small Group List
Small Group List By Member
Small Group Locator
Small Group Member List
Small Group Registrations
Small Group Roster
Small Group Tab Control
Subscribed Groups
Subscribed Profiles
System E-mail Templates
Team Details
Team List
Team Stats
Template Details
Template Spacer
Topic Detail
Topic List
Topic View
User Confirmation
User Login
XML File Transformation
Places tabs for occurrences, sub-groups, and registration for group

clusters.
Lists and creates new Small Group Cluster Types.
Displays the small group detail.
Lists small groups.
Lists small groups a person is in based on login.
Allows to search for a small group to join.
Lists members of a specific small group.
Displays people in pending status without needing the tab control.
Displays members of a small group with photo and details.
Displays member, registration, and occurrence tabs for a group.
Displays groups that are subscribed.
Displays tags that are subscribed.
Displays detail information for groups set up as a team in sports.
Lists all small groups that are set up as a team in sports.
Control to display the current team stats.
Lists and allows file associations for templates.
Creates a blank space between controls on a template.
Displays the confirmation page for new users to verify submitted

information.
Displays user login screen
Links an XML file to a XSLT file
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Appendix E - Microsoft MapPoint Coordinate Exchange

While you can obtain longitude and latitude coordinates from a variety of resources, the following
instructions are for using Microsoft MapPoint to obtain longitude and latitude coordinates.
Steps to Obtain Longitude and Latitude Coordinates using MapPoint:
1) Start Microsoft MapPoint and zoom into the area until your map view is slightly larger than the
new area desired, as shown below.
Microsoft Exchange Area
2) Using the Freeform tool, draw the shape of your area making sure to close the box at the
beginning point.
MapPoint Freeform Selection Tool
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3) Go to Tools > Coordinate Exchange from the MapPoint menu, as shown below.
Coordinate Exchange
4) Choose MapPoint Application and Freeform Line for the Source fields. If you want to
name the Line, you can do so here. This is not necessary in this example as we are only using
this tool to retrieve the coordinates of the defined area.
5) Choose File and Waypoints as the Destination.
6) Choose Comma Separated Values for File Type.
7) In the File Path, choose a location on your local drive and create a file name such as
Area1.csv.
8) Click the double arrows between the Source and Destination fields to create the file. The
screen will display a notice with the total number of coordinates.
Coordinates Confirmed
9) Open the file created by the application.

Map Coordinates
10) Enter the coordinates in the Group Area Map. See the Areas section under Groups in
the Arena End User Manual for instructions to enter the coordinates.
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Appendix F - Check-In Kiosk Installation Guide

INSTALL PREREQUISITES
Install .NET 3.5 full version, if not already installed. Use Windows Update in Internet Explorer to do
this, or go to 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.
Steps to Install Check-In Application:

1) Go to Check-In.
2) Select the Check-In Run Once
application icon.
3) Follow the steps in the wizard. It will prompt for an installation path and the connection information
to the SQL server.
4) Once the install is finished, navigate to the installation path of the application, and create a
shortcut to the .exe file for your desktop.
5) Install the Free 3 of 9 font on the kiosk (FREE3OF9.TTF is included in folder) by copying into the
C:\Windows\Fonts folder.
WEDGE SCANNER CONFIGURATION
You must configure scanners in wedge mode, to save scans as plain text.
You must add a Carriage Return character to the end of the scanned value in order for the kiosk to
accept the value. Please consult your scanners manual for configuring the scanner.
Steps to Configure Non-Wedge Scanner (e.g. the NCR kiosk):

1) Download and install latest CCO runtime from http://monroecs.com/oposccos_current.htm
2) Install WEPOS SDK
http://www.microsoft.com/downloads/details.aspx?familyid=B04C4D8B-88AD-4F6DAC0D-17490261CDB4&displaylang=en
3) Modify the value of ScannerName in the CheckInApplication.exe.config to SCANNER.
4) Configure scanner to read barcode format of code 39.
PRINTERS
Steps for Windows Configuration, using the kiosk physically connected to the printer:
1) Install print drivers.
2) Share the printer on the network if other kiosks will print to this printer.
3) For the Brother QL-550, you must set printing defaults.
4) Go to Control Panel Printers and Faxes, right-click on the printer.
5) Choose Properties.
6) Go to the Advanced tab and click Printing Defaults
7) Select Width of 2-3/7 (this is the size of the default Arena labels, but this can be changed through
Reporting Services).
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IN ARENA, YOU CONFIGURE PRINTERS IN UP TO TWO PLACES
Under Check-In Kiosks, edit a kiosk and set up a default printer. The Printer Name must
be the full network share path to the printer (e.g. \\hostcomputer\printer). You can use any
networked printer as the default.
Under Check-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.
RECOMMENDED WINDOWS SETTINGS

Steps to Turn Off Notification Pop-ups:
1) Open Printers and Faxes.
2) Click on FileServer Properties.
3) Click the Advanced tab.
4) Uncheck Show Informational Notification for Local Printers.
5) Uncheck Show Informational Notifications for Network Printers.
Steps to Turn Off System Notification Balloons:
1) Go to StartRun.
2) Enter gpedit.msc (no quote).
3) Under User Configuration, expand Administrative Templates.
4) Click StartTaskbar.
5) Enable Remove Balloon Tips.
6) Turn off Always on Top for the Taskbar.
7) Right-click on the Taskbar.
8) Click Properties.
9) Uncheck Keep Taskbar on Top of Other Windows.
10) Click OK.
Steps to Turn Off Start Navigation Sounds:
1) Go to Control PanelSounds.
2) Click the Sounds tab.
3) Go to Windows Explorer section.
4) Set the sound for Start Navigation to None.
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SECURITY FOR LABEL PRINTING

The local user on the Kiosk does not have to have permission set on the SQL or Report server, as
Arena handles all the communication for label printing. The ArenaReports domain or local user
must have permission to log onto the kiosk station in Active Directory, however. This is necessary
for Report Services, which uses the ArenaReports user, to access the kiosks printer.
Steps Check-In Performs to Print a Label:
1) Guest signs in and chooses his or her Attendance Type.
2) The occurrence_attendance ID is created by the SQL Create Occurrences job.
3) The occurrence_attendance ID value is passed to the Report Server via the ArenaReports user
to run the Label as set up in the Attendance Type.
4) Report Services creates the label and submits the label data to the printers set up in the
Attendance type as the ArenaReports user.
5) The label prints out at all designated printers, the guest is now checked in successfully.
Checklist of Settings for Check In to function:

There must be at least one existing Attendance Type Category.
There must be at least one Attendance Types with a minimum and maximum age. These
represent the types of events, groups, or meetings that a person can check in. Arena Check-In
recognizes these as classes.
Note: Every Attendance Type that uses an age range or birth date will require for everyone
person using the Attendance Type to have a complete birth date on his or her record.
Arena uses the birthdates to verify that the person is eligible.
There must be a Frequency set up for the Attendance Type. These are used to create an
Occurrence. An Occurrence is literally a record of a meeting and the attendees. Arena uses the
terms Occurrence and Attendance interchangeably. The Occurrence allows a person to check
in to the Attendance Type. (Note: The Check In start and end times dictate when the class is
available to check in at the kiosk, while the Class Start and Class End time create the times for
the Occurrence itself.)
There must at least one Location for the Attendance Type. These are the physical locations
where the Check-In Kiosk will be.
There must be at least one Kiosk and kiosk schedule setup. The Arena Check In application
will read the schedules for each kiosk to see if it is available for Check-In. You may also set up
the kiosk by launching the CheckInApplication.exe on the kiosk itself. This is generally the
recommended method of adding a computer to Arena as a Kiosk. Doing so will also generate a
schedule automatically, for Everyday, from 12:01AM to 11:59PM.
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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
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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
Issue: The Attendance Type is for a specific gender, male or female.

Fix: Check the gender option for the Attendance Type. If not all records are properly
associated with the selected gender, change the gender to Everyone.
Issue: Age Range is set for The Attendance Type.
Fix: Be sure all people checking in have a date of birth on the Person Details page. If not,
either remove age range or enter a date of birth for the person.
Fix: Remove the age range from the Attendance Type or enter the date of birth on his or her
Person Details page for the individual.
Issue: The persons current age does not fall into the Age Range of any Attendance Types
selected for the location(s) for this Kiosk
Fix: Go to the Kiosk Management Screen in the Check-In application and select a Location that
has an Attendance Type that has the age range of this person.
Fix: Go to Check-In>Locations in the Arena Application and select an Attendance Type that
has the desired age range.
Issue: The Attendance Type the person is eligible for has the Secured box selected, but
the kiosk is running in Centralized mode.
Fix: If you intend to use the Attendance Type not as previously described, uncheck the
selection Secured on the type.
Fix: Change the Kiosk to Non-Centralized and choose the Secured Attendance Type for it.
Issue: There are no Attendance Types where the Frequency at this Check-In time is
currently available and an existing Occurrence has already ended.
Fix: Edit the frequency of an Attendance Type, so that Occurrences are available for the
appropriate time range.
If this needs to be changed immediately, edit the Occurrence by going into Check-In >
Attendance Type Categories > Attendance Types > Occurrences and change the End Time.
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Issue: All Occurrences for the current time are Closed (Arena v2.0 and later).
Fix: Open an Occurrence.
Fix: Create a new Occurrence record.
Issue: Classes are available, but Membership is required
This message will display when the Attendance Type is linked to a group or tag, Membership Required
for Check In is selected, and the person is not in the group or tag.
Membership Required
Fix: Connect the person to the tag/group.

Fix: Uncheck the Membership Required selection for Check In.
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Appendix H - Exporting and Importing Groups

As you evaluate Groups for your organization, it may be necessary to create multiple Groups pages.
Arena offers the option to replicate the Groups pages to enable the flexibility to create additional Small
Group Structure Categories. For this process, you will export the existing Groups pages, create
Categories and Cluster Types for the new Groups pages, and make the appropriate control setting
changes for the new Group pages.
THE BELOW STEPS ARE REQUIRED TO REPLICATE GROUPS:
Export/Import the Groups pages.

Create a Small Group Category, Cluster Type(s) and Cluster Levels.
Set Small Group Cluster Tab Control for the new Group.
Create Groups, as needed.
Steps to Export/Import the Groups pages:

1) Go to AdministrationPagesHomeGroupsAll Groups. This name may differ for your
organization.
Groups Pages
2) Click Export. Be sure to select Export child pages.

Pages to Export
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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.
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
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4) Complete Fields, as appropriate for this Category. See Small Group Structure in this manual for
additional information.
5) Click Update.
6) Click Cluster Types for the new Category.
Cluster Types
7) Click Add Cluster Type icon.

Add a Cluster Type
8) Enter Cluster Type name. Arena will add s to the name, at the lowest level of the Small Group
tree.
9) Select Yes to Allow Registrations and Occurrences, if you would like to enable on-line Group
registration and to take attendance, respectively.
Cluster Type
10) Click Update.
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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
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14) Click Update.
15) Click the Add New Cluster Level
icon to add the appropriate levels for the Cluster Type.
Add Cluster Level
16) The last Cluster Level for each Cluster Type must have Allow Groups checked Yes, in order to add
Groups. Set Allow Registrations and Occurrences to Yes if you would like to enable on-line
Group registration and taking attendance, respectively.
Lowest Cluster Level
17) Click Update.
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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
3) Set Category. This is the new Small Group Category.

4) Set the Default Type ID for this new Groups page. Note: The tab name for the first tab of the
Group follows the naming convention of this Default Type ID (Cluster Type).
Small Group Cluster Tab Control
5) Click Update. Now you are ready to create Groups using the new Category and Cluster Type(s).
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Appendix I Creating and Maintaining an Arena-Managed

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

Arenas Online Prayer Request controls are a powerful way to assist your members in their personal
prayer life. This is accomplished by providing an easy and accessible method for your members to
submit their prayer requests, giving them a secured and ordered means of browsing active requests to
follow up on them and submit comments or answers, and providing a way to bring your membership
closer together by helping make them more aware of others needs.
For example, imagine that a members spouse suffers from an injury and he or she is unable to work or
pick up the familys children after school. This need could be submitted through your organizations
online Prayer Request system, where your other members will be able to pray for them and minister to
them in a coordinated manner through services such as meals or childcare as they feel led, all while
communicating with each other about the prayer request through your Prayer Session system.
Implementing an Online Prayer Request System
An Arena-managed online Prayer Request ministry system consists of three primary parts as well as a
few optional components.
Prayer Request Page
Prayer Ministry Toolbox Pages
Prayer Request Submission page This page is a simple form for members and visitors to
submit prayer request. We recommend you add this page in a non-secured area (for the use of
visitors as well as members). This page requires a child page that includes the Prayer Web Request
control. You will need to set the Default Content Category (typically Arena) and Default Source
(typically Web site) and optionally you can select the Default Prayer Category (Typically
General).
Prayer Lists This page is a list of active prayers. It can be set to include only active, approved
requests or virtually any status. These lists can help your members to remember particular prayer
needs by showing current requests, or they can act as a testimony by showing answered prayers.
Your Prayer Lists may include sensitive or private information, so it is advisable to place it inside a
secured area of your web site such as a centralized Members section. Each list requires a single page
with the Prayer List control. You will need to set the Content Category and Source as in the Prayer
Request Submission control above, and set the Status to A for Approved requests, D for Expired
requests, or C for requests still awaiting approval and any other statuses.
Prayer Session This page allows your members or your 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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OPTIONAL WEB FEATURES

Online Polls
Unlike most of the controls you might use on your web site which function to transmit information from
your organization to your membership. Polls allow your membership to communicate back to you on a
broad range of topics. A poll can be on a broad subject such as a favorite season, or it can narrow so
much as to ask an opinion of a guest speaker, or anything in between. A minister could use a poll to ask
the members preference on where to travel to for a fall retreat, or he could ask how many people would
make use of or volunteer for a new ministry opportunity. The possibilities are nearly endless. See Polls
in the End User manual for information about creating polls. Once you create a poll, you can
display it on your organizations Arena-managed website. Once you create the poll, Arena will assign
each poll a Poll ID. You can place a poll on nearly any page of your Arena-managed web site, with the
proper Poll Category ID and Poll Results Page settings.
Poll Pages
Polls This page allows users to participate in the poll. You will need to add the Poll Display Active
in Category with the required settings.
Poll Results This page will display the results of the current poll, once the visitor participates. You
will need to add the Poll Graph Results control, with the desired settings. This page should not be
visible from basic navigation, as an ID must pass from the poll itself, and should be a child of your
Home page. When using polls in your 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.
Online Sports Monitor

An Arena-managed web site can include a Sports Monitor that allows visitors to view the game schedule,
season statistics, and team rosters of your organizations sports ministries. For each separate sport
category or root cluster you will need a distinct Team List control and Team Stats control set to the
proper root cluster value, which can be on the same page as your existing Team List and Team Stats
controls, or on separate pages. You can use the same Team Details page and controls for any number of
sport categories.
Sports Pages
Team Listing This page enables visitors to navigate through the various divisions and teams
within the specified League. When a user clicks on a team name in this view, they move to the Team
Details page outlined below. This page will need a Team List control with the Team Detail Page
selected and a Root Cluster ID setting of the Group_Cluster_ID value of the league-level group for
this sport category.
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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.
Online Small Group Locator

Arenas Small Group Locator allows visitors to your web site to locate a small group within your
organization that will best fit their needs, based on criteria such as meeting day, age range, proximity,
and many others. Once the user has entered their preferences, the Small Group Locator finds and
displays the closest matches. The visitor can select a group from the list and complete the on-line form.
Once the form is complete, Arena will send an e-mail to the leader of that small group indicating the
registrants desire to join the small group, at which point the leader will need to register the user for
their small group.
Small Group Locator Page
Small Group Locator page This single page requires the Small Group Locator control set for the
Category ID of the group category you wish to allow the visitor to select from and a redirect page
when they complete registration form. You can optionally create a specific page with an Advanced
HTML Text module containing a Thank you for your submission message.
If your organization plans to use the Group Locator function, the Small Group Locator control
enables you to set an 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.
Online Volunteer Opportunities

Arenas Volunteer Opportunities function allows visitors, on your Arena-managed web site, to browse
your organizations ministry opportunities (recorded as Serving Tags), and register for the ones that fit
their abilities or schedule. This can minimize the work of staff and make your membership more aware
of the opportunities to serve. To implement this feature, you will need four pages, as outlined below.
Volunteer Pages
Volunteer Opportunities This page will be the primary way your members will browse through
the available serving tags by selecting from certain criteria and then browsing the results to select
the areas he or she wishes to serve. This page will need the Serving Opportunity Search control with
the Volunteer Details and Volunteer Results pages selected.
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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.
Online Classified Ads

When your members are looking to help fill a specific need of other members or they have a special
need of their own, an online Classified Ad system is an excellent way for you to help them meet that
need. Needs such as a new or used vehicle, an available service such as babysitting or a Christian CPA,
or job openings and rsums can all be posted on a Classified Ad system and then filled by your
members without any additional work on your part. This feature requires three pages, as outlined below.
Classified Pages
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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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ONLINE SMALL GROUP LEADER TOOLBOX

The Small Group Leader Toolbox is one of the most powerful tools available on your Arena-managed
website. With it, your group leaders can manage the members of their groups. They can use it to send
emails to the members of their groups, to add new members to their groups, or to administer the
personal information of their members. Arenas Small Group Leader Toolbox has ten primary
components and four optional components.
Small Group Leader Toolbox Pages
Primary Components
Group Leader Toolbox This page displays the details of the group or groups the user is a leader
of, and allows the user to select the specific group he or she wants to administer. This page should
be located in a secure area of your web site, and should be visible in navigation (or linked to by a
hardcoded link). This page uses the Group List control with Public Site set to True, the proper
Category ID specified, and your View Small Groups page selected as your Group Detail Page setting.
Add Member Request This page is used if the leader does not have permissions to add members
directly to their group. Instead, the Add Member Request page is a form the leader will complete,
then an 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.
ONLINE E-CARDS AND E-INVITES

By using online E-cards and E-invites your web site visitors can provide a friendly and personal link
between themselves, your church, and other members or visitors. This can greatly increase the ministry
range of your church by providing a contact point for members and visitors all around the world.
The process for creating and sending an e-card or e-invite is very similar to the process for a physical
card or invitation. First, you must create the card or invite. Then, users can distribute the selected card
or invite to friends and family. Finally, the recipient opens the card and receives the message. Steps to
create ecards and e-vites are the same, just substitute the relevant name as needed. See Creating ECards in the User Manual. Once you create cards, then you can use them on the external site.
E-Card and E-Vite Pages
E-Cards This main page is where a user can browse through a listing of the e-cards you have
created and made available and select one to send to a friend or relative. While it is not required
that this page be located behind a secure login, due to the fact that sending these e-cards uses
internal 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.
SOCIAL NETWORKING PAGES

In an age where social networking provides an excellent avenue to stay connected to your members,
Arena offers two options. The first My Membership option, allows members to view several avenues of
how they connect to your organization. The second option My Groups option, allows members of groups
to networking with one another or across all groups to which they belong. Given the confidential
information on the pages, we recommend to add these pages in a secure section of your website.
What follows is an overview of both options, as well as, the setup requirements. You can also download
the
My Groups/My Portal XML file from http://community.arenachms.com/default.aspx Downloads
Technical Papers.
My Membership
My Membership provides the ability for members to create a page specific to them where they can view
their personal information, recent contributions, areas where they are currently serving, registrations for
future Events, any future Mission trip, their current Groups and Campaigns. For illustration purposes,
the setup instructions to follow are based upon an Arena-managed website, using the default structure
and templates.
My Membership
179
To begin you will need to perform the following steps:
Create Portal Page.
Add Container Module.
Add Child Modules, making module changes as specified or desired.
Steps to Create a Portal Page:
1) Go to AdministrationPagesWeb PagesHomepageMembersMember Homepage.
2) Select the Child Pages tab.
Child Pages
3) Click Add New Page.

New Page
4) Customize the page, as desired.

5) Click Update.
6) If would like to change the order of where the page will display, you can icon to drag-n-drop the
page to the desired location move the page to one of the other pages, change the page view. You
will then be able to select the row and drag it to the desired position.
Page Order
7) You can now add a Container and the desired Controls.
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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)
Add a Container Control.

Container Module
3)
4)
Click Update.
If desired, customize the Control by clicking on New Module.
New Control
5)
Click Update when complete.
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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
182
Steps to Add My Information (Attributes):
This is the My Attributes module/control. This module allows the user to edit the attribute fields from the
My Portal page. The values are NOT secured in any way. They are showing the users values and any
field can be updated/changed. This module could be used for inputting sensitive information via the
user.
1) Add the desired My Attributes control, in the Core Category, to the desired Content Tab.
My Attributes Control
2) Customize control settings, as desired.

3) Edit control specific settings, as desired.
Control Settings
4) To add multiple Attributes, repeat the above steps. You may also want to group the Attributes by
changing the order in which they are listed. Click on the blue arrow to change the order.
Attributes
183
Steps to Add My Giving (Recent Contributions):
This is a simple list of recent contributions. It shows the latest contributions (# configurable via module
setting). The module setting is person specific. The Additional details link will link to the contributions
detail page.
1) Add the My Giving Control to the desired Content Tab.
My Giving Module
2) Customize the core settings, as desired.

3) Select the My Contribution Detail (required) control setting. The page number may vary based on
any customization of your default Arena Web Pages.
Contribution Detail Page
Contribution Detail Page
4) Set the number of default contributions to display (required).

Contributions to Display
5) Click Update.
184
Steps to Add My Serving Control:
This is control lists the current active, connected serving profiles. It will list the Leader, Date Active and
Next Meeting Date (if there is an occurrence). It also displays the profile image, if available.
1) Add the My Serving control to the desired Content Tab. There are no additional settings for this
control.
My Serving Module
Steps to Add My Events Control:

This is the same Event Registration control, but has been re-skinned. It will show the user-specific
registrations for any future events. If the Registration page setting is set, there will be a registration
details link. If the Event Details page is set, the image and the Main heading will link to that page.
1) Add the My Registrations control to the desired Content Tab.
My Registrations Module
2) Customize module core settings, if desired.

3) Edit control specific control settings, as desired.
My Registration Module Settings
185
Steps to Add the My Missions Control:
This is control will list all current mission trips for the user. It can also show previous missions (control
setting). If the registration page setting is set, it will link to the registration page. The user can
pay/contribute from there.
1) Add the My Mission control to the desired Content Tab.
My Mission Module
2) Customize the control settings, as desired.

My Mission Module Settings
Steps to Add the My Groups Control:

This control will list the users current group for the Category (module setting). The group detail page
should link to a page created by the user with some group specific modules. Like the Serving one, it
shows the leader, image and next occurrence if available.
1) Add the My Groups control to the desired Content Tab.
My Groups Control

My Groups Control Settings
186
Steps to Add My Campaigns Control:
This is the same control found on Person Details>My Campaigns Tab. There is nothing here to show, the
campaigns do not link to anything.
1) Add the My Campaigns control to the desired Content Tab. There are no settings for this control.
My Campaigns Control
USER
Once you have added all desired controls, the user will be able to choose what controls to add to his or
her page.
1) Click on the Customize link.
2) Select the controls to display.
User Customize Options
3) After adding a control, the user can remove it by clicking the drop-down and selecting remove.
My Membership
187
Sample My Portal Page
188
My Small Groups
My Small Groups provides you with the ability to create a single page specific to each user where he or
she can view and access his or her small groups, group wall, group roster, group twitter, and group
Flickr photos, as shown below. For illustration purposes, the setup instructions to follow are based upon
an Arena-managed website, using the default structure and templates.
My Groups
Overview
In order to set up the My Small Groups page, you will need to perform the following steps:
Create Member Page.
Add Container Module.
Add Child Modules, making module changes as required or desired.
Make the appropriate Permission changes in Security Roles.
189
Steps to Create a Member Page:
1) Go to Administration>Pages>Web Pages> Homepage>Members>Member Homepage.
2) Select the Child Pages tab.
Child Pages
3) Click Add New Page.

Add New Page
4) Customize the page, as desired.

New Page
5) Click. Now you are ready to add a Container and the desired Modules.
190
Steps to Add a Container:
1) On the new page, click the Main Content tab to add a Container module.
2) Click Add New Module Instance.
Add New Module
3) Click on New Module, now listed, and customize as desired.

Edit New Module
4) Select one of the Container modules. There are two Container module options available. For this
example, we will select Dock Container 2 columns. Both Dock Containers (2 and 3 column) enable
you make Available content that enables users to select what items (Modules) to use on their My
Small Groups page.
Dock Container Control
Content areas for each Container are Left, Center, Right and Available.
3 Column Container
2 Column Container
5) Click Update. There are no required control settings for this module.
191
Steps to Add Child Controls:
1) Click on Child Modules to start adding Social Modules.
Child Modules
2) Select desired Content Tab.

Container Content Tabs
3) Select the control to add. Below are the available Social modules for both My Portal (Page) and My
Small Groups, but those indicated below are intended to be used for My Small Groups.
Small Group Controls
4) While specific control settings may vary, all control contain the same core settings, as shown below.
Make the desired control core settings.
Page Details
Title This field will display on the My Small Groups page.

Show Title This field will display the title on the My Small Groups page.
Icon Path - This is the location of the graphic associated the My Small Groups module.
Mandatory Select Yes to place the control on the My Small Groups page with no option
available for the user to remove it.
Movable Select Yes enables the user to move the location of control on the My Small Groups
page.
Content Frame Select the frame where the module will initial display. If you select moveable,
the user can move the control, once he or she adds it to the page.
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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
Steps to Add My Groups Control:

1) Add the My Groups control to the desired Content Tab.
My Groups Control

My Groups Control Settings
To add additional Group Categories, repeat the above steps for the respect Group Category.
193
Steps to Add My Twitter Control:
This module will show the Group's twitter feed. If there is no Group Twitter feed set up and the logged in
person is the group leader, the leader can input the information through the module itself. If you enter
just a username, the latest 20 tweets by that username will display. If you enter the full credentials, you
will see the 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
194
Steps to Add Twitter Account from the My Groups Page:
1) Once you add the control to the page, click the drop-down.
2) Click Settings.
Twitter
3) Enter the Twitter user name.

Twitter Username
4) Click OK.
195
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
1) Add the My Photos control to the desired Content Tab.

My Photos Control
2) Customize control settings, as desired. Flickr username is the only required control setting.
My Photos Control Settings
3) Click Update.
196
The Arena Automated Posts, as shown below, are additional options available on the Group Wall. This
option, if used, will allow users the option to post on the Group Wall.
Group Membership
Serving Profile
Event Registration
Mission Trip Registration
Prayer Requests
To enable this option, set the Organization setting EnableGroupUpdates to true.

Enable Group Updates Organization Setting
With this setting set to true, a new member added to the group is added to the group wall
automatically as a new member, and when a group 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
197
Mission Registration
A system post is made to the group wall when a group member registers for a Mission Trip.
Mission Registration Option to Post
Prayer Request
A system post is made to the group wall when a group member enters a Prayer Request. Prayers
Request must be approved in order for them to display on the Prayer Ministry Toolbox.
Prayer Request Option to Post
198
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
5) Go to new My Groups pages and make the appropriate changes.

Page Security Options
6) Click Save.
7) Refresh cache.
199
MOBILE PORTAL
Arena offers a mobile portal so that users can lookup church members from their mobile devices.
To accomplish this you will need to set up pages and a portal like the one below. Once you create
the mobile portal, you will need to set security for this portal
Mobile Pages
Mobile Portal Settings

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Arena Premium Administrator Manual V2011.1.

Arena Premium Administrator Manual

Welcome to Arena, the Power of Community .............................................................................. 3

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Operations ............................................................................................................................. 121

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Arena Premium Administrator Manual - Welcome

Welcome to Arena, the Power of Community

Arena Premium Administrator Manual Getting Started

Managing Converted Data

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Arena Premium Administrator Manual Getting Started

MANAGING CONVERTED DATA

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Arena Premium Administrator Manual Getting Started

SET UP SYSTEM E-MAILS

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Arena Premium Administrator Manual Getting Started

Steps to Install Updates:

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Arena Premium Administrator Manual Getting Started

IMPLEMENTING SPECIFIC FEATURES

Go to AdministrationPagesHomeMembershipWhite PagesPerson DetailSecurity.

Person Role List

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Arena Premium Administrator Manual Getting Started

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Arena Premium Administrator Manual Getting Started

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Arena Premium Administrator Manual Getting Started

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Arena Premium Administrator Manual Set Up

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Arena Premium Administrator Manual Set Up

Keys have four fields:

Arena Premium Administrator Manual V2011.1.00

Arena Premium Administrator Manual Set Up

Go to AdministrationPagesOrganizationsOrganization Details page.

14) Click Update.

Arena Premium Administrator Manual Set Up

Steps to Add a Campus:

3) Select the Add New Campus

Name The specific name of the Campus, such as South-Central

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Arena Premium Administrator Manual Set Up

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Arena Premium Administrator Manual Set Up

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Arena Premium Administrator Manual Set Up

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Arena Premium Administrator Manual Set Up

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Arena Premium Administrator Manual Set Up

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Arena Premium Administrator Manual Set Up

Reporting Services Configuration

REPORT SERVER CONNECTION

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Arena Premium Administrator Manual Set Up

Active Directory Configuration

CONFIGURE THE ACTIVE DIRECTORY CONNECTION