Blackbaud NetCommunity 6.15 Update and New Features UPDATE BLACKBAUD NETCOMMUNITY. 3 With the release

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  • BlackbaudNetCommunity™

    Update and New Features Guide

  • 051910

    ©2010 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic, or mechanical, including photocopying, recording, storage in an information retrieval system, or otherwise, without the prior written permission of Blackbaud, Inc.

    The information in this manual has been carefully checked and is believed to be accurate. Blackbaud, Inc., assumes no responsibility for any inaccuracies, errors, or omissions in this manual. In no event will Blackbaud, Inc., be liable for direct, indirect, special, incidental, or consequential damages resulting from any defect or omission in this manual, even if advised of the possibility of damages.

    In the interest of continuing product development, Blackbaud, Inc., reserves the right to make improvements in this manual and the products it describes at any time, without notice or obligation.

    All Blackbaud product names appearing herein are trademarks or registered trademarks of Blackbaud, Inc.

    All other products and company names mentioned herein are trademarks of their respective holder.

    BBNC-OCCUpdate-2010

  • Blackbaud NetCommunity Update and New Features Guide UPDATE BLACKBAUD NETCOMMUNITY . . . . . . . . . . . . . . . . .1

    Important Pre-Update Recommendations . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 Install the Update . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 Post Update Checklist . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

    Configure Facebook Integration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

    NEW FEATURES AND ENHANCEMENTS . . . . . . . . . . . . . . . . .5

    General Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 Navigation Enhancements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 Targeting & Security Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 HTML Editor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 Image ID Search . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

    Parts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 Part Categories . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 Part Security . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 Directory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 Donation Form . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 Event Calendar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18 Event Calendar Group and Event Calendar Highlights . . . . . . . . . . . . . . . . . 18 Targeted Content Help Tutorial . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20 Transaction Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20 User Link Module . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23 User Networking Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24

    Email . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26 Scheduled Emails . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26

    Users & Security . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26 Roles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27 Task Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27 Security Assignments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29

  • Migration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .30 Benefits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .31 User Imports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .32

    Administration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .32 Sites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .32 Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .37 New Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .39 Refresh Code Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .41

  • 1CHAPTER

    Update Blackbaud NetCommunity In This Chapter

    “Important Pre-Update Recommendations” on page 1

    “Install the Update” on page 2

    “Post Update Checklist” on page 2

    This guide provides information and procedures about how to update your server and workstations to Blackbaud NetCommunity 6.15. In additional, the New Features and Enhancements chapter provides information about new enhancements available in this version of Blackbaud NetCommunity to help you comply with the Payment Card Industry Data Security Standards (PCI DSS). Before you install the update, review the pre-update recommendations and installation requirements.

    Important Pre-Update Recommendations This section provides important notes you should read before you attempt to update Blackbaud NetCommunity. Before you move on to the update procedure, we recommend you verify each item in this list. Many items in this section are important precautions you should take to make sure your update is successful. If you ignore recommendations in this list, you may have problems during the update process.

    To successfully integrate with Blackbaud NetCommunity 6.15 in a PCI DSS-compliant environment, use Blackbaud Enterprise 2.0 or higher. For Support assistance, go to support.blackbaud.com. To successfully upgrade to Blackbaud NetCommunity 6.15, verify you update from, at a minimum, version 5.60, patch 5. We recommend you install Blackbaud NetCommunity in a separate test environment and install the update. After you update the test environment, you can test the update to make sure it was successful. In the test environment, the Blackbaud NetCommunity web service will not be enabled, including the mailing, CapWiz subscription, and credit card processing services. If your organization cannot adequately support a separate test environment, contact Blackbaud Interactive Services or your account executive for assistance. Back up your Blackbaud NetCommunity database and Blackbaud Enterprise database.

    http://www.blackbaud.com/support/support.aspx

  • CH A P T E R 12 .

    Note: During the update, the update utility preserves your database and application settings and updates them to the new version.

    Back up the Custom folder in the Blackbaud NetCommunity directory.

    Warning: Your customizations must be compatible with version 6.15. If you created the customizations, please contact your System Administrator before you begin the update process. If Blackbaud created the customizations, please contact Blackbaud Support to verify you have the latest version of the customized files. For Support assistance, go to www.support.blackbaud.com.

    Back up your web.config files. We recommend you review the System Requirements to verify your environment can support this version of Blackbaud NetCommunity. For the latest System Requirements, visit www.blackbaud.com. We recommend you review the New Features and Enhancements chapter in this guide. Consider how your organization can use these features to improve your operations. Determine when to install the update. Depending on the size of your database and the number of transactions, it may take several hours for the update procedure to run revisions. You can upgrade the Menu (Deprecated) part to the more powerful Menu part to support Website Accessibility (WAI) standards and to include more style options. Certain style options in the Menu (Deprecated) part may not convert to Menu. Fully test a converted menu and re-create style options if necessary. For information about how to upgrade the Menu (Deprecated) part, see the Website Design Guide.

    Install the Update For Blackbaud NetCommunity 6.15, the upgrade requires that you perform additional steps because you are upgrading NetCommunity to the Infinity platform. For information about how to update to Blackbaud NetCommunity 6.15, see the Infinity Installation and Upgrade Guide.

    Post Update Checklist After you update Blackbaud NetCommunity, perform these items to ensure your installation of Blackbaud NetCommunity and your Blackbaud NetCommunity website operate correctly.

    After you update Blackbaud NetCommunity, your System Administrator should stop and restart the Blackbaud NetCommunity Service and the Blackbaud NetCommunity COM Service. After you update Blackbaud NetCommunity, make sure to set the system’s time zone in System Options and then review the dates and tim