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Installation Guide and User Manual

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Installation Guide and User Manual 1 Connect Daily Installation Guide and User Manual 4.0.8 i Contents Introduction to Connect Daily 4.0.8 7 Tutorials 11 Frequently Asked Questions 15 Common Pre-Sales Questions .................................................................................................................................................17 Email FAQ ..................................................................................................................................................................................20 General FAQ ..............................................................................................................................................................................22 Installation Questions ...............................................................................................................................................................27 Joomla! FAQ ..............................................................................................................................................................................29 License Key Issues .....................................................................................................................................................................30 Recurring Events Questions ....................................................................................................................................................33 Resource Management ..............................................................................................................................................................33 Security Questions .....................................................................................................................................................................33 WordPress FAQ ........................................................................................................................................................................35 Program Operation 37 Difference Between Connect Daily Versions .......................................................................................................................39 Initial Setup .................................................................................................................................................................................41 Logging Into Connect Daily..............................................................................................................................................41 Adding Groups ....................................................................................................................................................................43 User Accounts .....................................................................................................................................................................45 Adding and Editing Resource Types ...............................................................................................................................48 Adding and Editing Resources .........................................................................................................................................49 Adding Calendars ................................................................................................................................................................51 Add Calendar Wizard .........................................................................................................................................................53 Setup Public Calendar Viewing .........................................................................................................................................53 Adding Event Types ...........................................................................................................................................................56 Editing Locations ................................................................................................................................................................56 Viewing Calendars .....................................................................................................................................................................59 Month, Week, Day View ....................................................................................................................................................59 List View ...............................................................................................................................................................................60 Planner View ........................................................................................................................................................................61 View Search ..........................................................................................................................................................................63 Advanced Search .................................................................................................................................................................64 Usage Report ........................................................................................................................................................................67 Creating and Editing Calendar Events ...................................................................................................................................69 General Fields ......................................................................................................................................................................69 Description Field .................................................................................................................................................................70 Location ................................................................................................................................................................................72 Resources ..............................................................................................................................................................................72 Recurrence Fields ................................................................................................................................................................73 Attachments .........................................................................................................................................................................74 Change Comments ..............................................................................................................................................................76 i Contents ii Approving Events ...............................................................................................................................................................77 Approval Screen ..................................................................................................................................................................78 How Events Are Included on Calendars ........................................................................................................................79 Recurring Events .......................................................................................................................................................................81 Recurring Event Types .......................................................................................................................................................81 Exceptions ............................................................................................................................................................................81 Commonly Asked Questions About Recurring Events ...............................................................................................82 Using Resource Management ..................................................................................................................................................83 Resource Management Overview.....................................................................................................................................83 Setting Up Connect Daily for Resource Management .................................................................................................83 Assigning Resources to an Event .....................................................................................................................................83 Approving Resource Usage ...............................................................................................................................................84 Resource Approval Screen ................................................................................................................................................85 Resource Groups .................................................................................................................................................................85 Setup and Teardown Events .............................................................................................................................................86 Exporting Data...........................................................................................................................................................................88
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