Data Administration Guide
Data Administration Guide
The 25Live Administration Utility
The data administration tasks you can perform
Utility data administration tabs
Events
Locations
Resources
Contacts
Organizations
Images
Reports
Integration
Accessing the Administration Utility
Using the Administration Utility
Accessing previous versions of this guide
25Live Data Preparation
The Series25 data preparation process
Step 1: Prepare location data
Step 2: Prepare resource data
Step 3: Prepare contact data
Step 4: Prepare organization data
Step 5: Prepare the event structure
Events Data Administration
Event data
Definition of event
Event example
Events tab
Event master definitions
Description of event master definitions
Event master definition example
Custom attributes
Managing event master definitions
Event master definition task tabs
System-supplied event master definition items
Guidelines for adding event master definition items
Adding or updating items in an event master definition
The Event Type Hierarchy
Description of Event Type Hierarchy
Purpose of the Event Type Hierarchy
Event Type Hierarchy portions
Associating reports and data properties with event types
Event Type Hierarchy Guidelines
Guidelines
Examples
Creating the Event Type Hierarchy
Process
Creating your Event Type Hierarchy
Modifying your Event Type Hierarchy
Deactivating types
Deleting types
Renaming types
Modifying the reports and data properties associated with event types
Copying types
Cabinets and folders
Description of cabinets and folders
Purpose of cabinet and folder structure
Cabinet and folder data and data inheritance
Constraints
Cabinet and folder date boundaries
The default routing rule
Cabinet/folder example
Guidelines for creating cabinets and folders
Managing cabinets
Manage Cabinets task tab
Adding a cabinet
Editing one or more cabinets
Deleting a cabinet
Managing folders
Manage Folders task tab
Adding a folder within a cabinet
Copying folders
Editing one or more folders
Deleting a folder
Forcing folders to inherit data from their cabinet
Managing events
Manage Events task tab
Binding back-to-back events
Completing vCalendar To Do’s for multiple events and exporting the events to your SIS
Deleting multiple events
Forcing selected events to inherit data from their parent folder or cabinet
Exporting data to X25
Viewing Series25 import messages
Importing non-SIS events
Locations Data Administration
Location data
Definition of location
Types of location data you can store
Location example
Locations tab
Location master definitions
Description of location master definitions
Location master definition example
Location relationships
Managing location master definitions
Location master definition task tabs
System-supplied location master definition items
Guidelines for adding location master definitions
Adding or updating a location master definition
Managing Locations
Manage Locations task tab
Guidelines for adding a location
Adding a location
Copying a location
Editing one or more locations
Deleting a location
Removing pending location reservations
Remove Pending Location Reservations task tab
What is a pending location reservation?
Removing pending location reservations
Resources Data Administration
Resource data
Definition of resource
Difference between resources and requirements
Resource example
Types of resource data you can store
Resources tab
Resource master definitions
Description of resource master definitions
Resource master definition example
Resource relationships
Resource stock totals
Managing resource master definitions
Resource master definition task tabs
Guidelines for adding resource master definitions
Adding or updating a resource master definition
Managing resources
Manage Resources task tab
Guidelines for adding a resource
Adding a resource
Copying a resource
Editing one or more resources
Deleting a resource
Removing pending resource reservations
Remove Pending Resource Reservations task tab
What is a pending resource reservation?
Removing pending resource reservations
Contacts Data Administration
Contact data
Definition of contact
Types of contact data you can store
Contacts tab
Contact Custom Attributes master definition
Description of Contact Custom Attributes master definition
Managing the Contact Custom Attributes master definition
Custom Attributes task tab
System-supplied contact master definition items
Guidelines for adding contact custom attributes
Adding or updating the Contact Custom Attributes master definition
Managing contacts
Manage Contacts task tab
Guidelines for adding a contact
Adding a contact
Copying a contact
Editing one or more contacts
Deleting a contact
Organizations Data Administration
Organization data
Definition of organization
Types of organization data you can store
Organization example
Organizations tab
Organization master definitions
Description of organization master definitions
Organization definition example
Organization partition preferences
Managing organization master definitions
Organization master definition task tabs
System-supplied organization master definition items
Guidelines for adding organization master definitions
Adding or updating an organization master definition
Managing organizations
Manage Organizations task tab
Guidelines for adding an organization
Adding an organization
Copying an organization
Editing one or more organizations
Deleting an organization
Images Data Administration
Images tab
Adding images
Add Image task tab
Adding an image
Managing images
Manage Images task tab
Editing an image
Deleting an image
Report Scheduling Data Administration
Reports tab
Report scheduling
Schedule Reports task tab
Guidelines for adding a report schedule
Adding a report schedule
Copying a report schedule
Editing a report schedule
Deactivating a report schedule
Deleting a report schedule
Integration Data Administration
Integration tab
Using the Integration tab
Publisher task tab
SIS Import/Export task tab
Authentication task tab
Email Settings task tab
To enable and set automatic email notifications by security group
To disable automatic email notifications for all security groups
The 25Live Administration Utility
Email Settings task tab