Blackbaud NetCommunity 6.15 Update and New Features …UPDATE BLACKBAUD NETCOMMUNITY. 3 With the release of version 6.15, Directory results ar e sortable.All column head ings, with

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.

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

BBNC-OCCUpdate-2010

Blackbaud NetCommunity Update and New Features GuideUPDATE BLACKBAUD NETCOMMUNITY . . . . . . . . . . . . . . . . .1

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

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

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

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

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

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

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

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

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

1CHAPTER

Update Blackbaud NetCommunityIn 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 RecommendationsThis 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 UpdateFor 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 ChecklistAfter 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 times set for any future calendar events created before the upgrade. You may need to adjust the dates and times so they reflect the appropriate time zone. Install the latest version of your customized files. Customizations must be compatible with Blackbaud NetCommunity 6.15.With a Facebook Profile Link part, website users can link their user networking accounts on your website to their accounts on the social network utility Facebook. Before you can design a Facebook Profile Link part, you must first configure the integration between your website and Facebook. For information about how to configure the integration, see “Configure Facebook Integration” on page 3.

http://www.blackbaud.co.uk/support/bbe_support.aspx

http://www.blackbaud.com.

UP D A T E BL A C K B A U D NE TCO M M U N I T Y 3.

With the release of version 6.15, Directory results are sortable. All column headings, with the exception of attributes, education history, and phones, appear as hyperlinks. To maintain your current Directory styles after you update, you may copy CSS information from .DirectoryListingHeading to the following new class elements: .BBListingHeadingLink, .BBListingHeadingLink:active, .BBListingHeadingLink:hover, .BBListingHeadingLink:visited, .BBListingHeadingLink:link.

Configure Facebook IntegrationYou can design and add a Facebook Profile Link part to any page on your website. With a Facebook Profile Link part, website users can link their user networking accounts on your website to their accounts on the social network utility Facebook. Before you can design a Facebook Profile Link part, you must first configure the integration between your website and Facebook. To configure the integration, you must create a Facebook application and edit the Web.config file for your website with the keys to the application.

Create a Facebook application for your website

1. Log into your Facebook account, and go to http://www.facebook.com/developers. If you have not added Developer to your account, allow it to access your Facebook account.

2. In Developer, create an application.3. From the Canvas tab, enter the address of your website in the Canvas Callback URL field.4. Under Canvas Settings, select FBML in the Render Method field.

Note: For information about the fields on the application form, access the Facebook help file.

5. Submit the application to the Facebook Application Directory.6. In the <appSettings> section of the Web.config file for your website, enter <add

key=”FBAppKey” value=”[API Key]”/> and <add key=”FBSecret” value=”[Secret]”/>, where [API Key] and [Secret] are the values from the API Key and Secret fields on the application’s Basic tab.

Facebook Integration FeaturesWhen you integrate with Facebook, several features appear in Blackbaud NetCommunity.• Use the Facebook Profile Link part to capture the Facebook profile URL for User Networking members

on your Blackbaud NetCommunity website. When users integrate their User Networking accounts with Facebook, they can import photos and captions from Facebook to your website.

Note: You can include the Facebook Profile Link part on any web page. The part does not have to associate with a User Networking Manager part. When a user first clicks the link from a Blackbaud NetCommunity page to a Facebook profile, a profile update transaction processes for Blackbaud Enterprise. After you download the profile update, the user’s Facebook profile URL appears on the constituent record.

In addition, the Friends tab for the User Networking part includes a Facebook friends list. Users click a friend’s link to navigate to the friend’s Facebook profile. For more information about the Facebook Profile Link and User Networking parts, see the User Networking Guide.

CH A P T E R 14 .

• After a website user integrates the User Networking and Facebook accounts, when the user selects to upload a photo album to your website, an Add Photos from Facebook link appears on the screen. The user clicks the link to import a photo album or an individual picture from Facebook. This applies to all areas of the website where photo albums are used, including slideshows, personal pages, fundraiser personal pages, and profile displays. For more information about uploading photos on your website, see the Website Design Guide.

Note: For a user to import photos and captions from a Facebook account to a User Networking account, you must first enable photos on the User Networking Manager part. For information about how to enable photos, see the User Networking Guide.

• In Facebook, you can create custom applications for your organization to acquire constituents and publish live content from your website. Users must add the application to their Facebook profile to display the content. Your Blackbaud NetCommunity web server stores the application, and Facebook communicates with your web server to include pages from the application on Facebook profiles. Custom applications in Facebook can display features such as news, events, campaign thermometers, wall posts when a user joins your organization, and a mutual friends list for your organization. Custom applications can also process new constituents and donations that Blackbaud NetCommunity then downloads to Blackbaud Enterprise. For more information, see the Integrated Facebook Application: Open Platform Toolkit post on labs.blackbaud.com.

Note: Facebook custom applications are beyond the scope of Blackbaud Support.

http://labs.blackbaud.com/NetCommunity/article?artid=651

http://labs.blackbaud.com/NetCommunity/article?artid=651

http://labs.blackbaud.com/

2CHAPTER

New Features and EnhancementsIn This Chapter

“General Features” on page 6

“Parts” on page 13

“Email” on page 26

“Users & Security” on page 26

“Administration” on page 32

This chapter provides an overview of new features and enhancements for Blackbaud NetCommunity 6.15. For more details about the features and enhancements, see the help file. To access help, click Help from within the program. For information about how to update to Blackbaud NetCommunity 6.15, see “Update Blackbaud NetCommunity” on page 1. For information about how to install Blackbaud NetCommunity for the first time, see the Blackbaud NetCommunity Installation Guide.

Note: You must use Blackbaud Enterprise 2.5 or higher to integrate with Blackbaud NetCommunity 6.15. For Support assistance, go to support.blackbaud.com.

The new features and enhancements include: • “Navigation Enhancements” on page 6• “Targeting & Security Tab” on page 7• “HTML Editor” on page 8• “Image ID Search” on page 13• “Part Categories” on page 14• “Part Security” on page 15• “Directory” on page 15

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

CH A P T E R 26 .

• “Donation Form” on page 16• “Event Calendar” on page 18• “Event Calendar Group and Event Calendar Highlights” on page 18• “Targeted Content Help Tutorial” on page 20• “Transaction Manager” on page 20• “User Link Module” on page 23• “User Networking Manager” on page 24• “Scheduled Emails” on page 26• “Users & Security” on page 26• “User Imports” on page 32• “Sites” on page 32• “Settings” on page 37• “New Settings” on page 39• “Refresh Code Tables” on page 41

General FeaturesNavigation EnhancementsTo improve usability, Blackbaud NetCommunity navigation enhancements exist throughout the program.

Enhancements include:• Workflow improvements to provide quick and easy access to commonly used functionality.

NE W FE A T U R E S A N D EN H A N C E M E N T S 7.

• The menu bar at the top of the screen is updated. Users with administrative rights continue to use the menu bar to access the different sections of the program and perform various tasks.

• The View site button allows users on the administration side of Blackbaud NetCommunity to access the website’s home page. On a web page design screen, the button changes to View this page. From the website, the button changes to Edit this page to allow users to edit the web page in Pages & templates.

• The new Create button on the menu bar allows users to create parts, pages, templates, or stylesheets.• Pages & templates, Layouts, Image library, Approvals, Parts, Stylesheets, and Friendly URLs now

appear under Site explorer. Previously, they appeared under Web Site.• Users, Roles, and User imports now appear under Users & security. Previously, they appeared under

Administration. In addition, Users & security includes Task groups and Site assignments for security enhancements. For more information, see “Users & Security” on page 26.

• In addition to the Blackbaud NetCommunity help file, the Help menu now includes links to Blackbaud NetCommunity user guides, Case Central, and an About Blackbaud NetCommunity screen with version and copyright information.

• Under the menu bar, your current location in Blackbaud NetCommunity appears. If your organization enables multiple sites, breadcrumbs appear to identify the site.

For information about multiple sites, see “Sites” on page 32.

Targeting & Security TabAs a result of the version 6.15 security changes, the Targeting & Security tab has been enhanced.

Note: For information about the security changes, see “Users & Security” on page 26.

You can now copy permissions on the Targeting & Security tab. To do this, click Copy permissions.

CH A P T E R 28 .

Tip: You cannot copy permissions from a different task. For example, when you copy permissions to a part, you must select another part’s permissions. You cannot select permissions from a page or template. In addition, you cannot copy permissions for images.

You also can now add individual users, as well as roles, to the tab. This allows you to target content more precisely. To do this, click Add users and roles.

HTML EditorThe HTML editor was updated to make it more extensible in the future. For the most part, it works the same as it before with some minor changes to the available functions.

Preview and HTML ViewsThese buttons no longer appear in the HTML editor.

To view or edit the HTML source code, click Edit HTML source on the toolbar. The HTML Source Editor screen appears. To return to the “normal” view, close the window.To view content as it will appear on the web page, click Preview on the toolbar. The Preview screen appears. To return to the “normal” view, close the window.

Enlarge/Decrease Editing WindowThe Enlarge/Decrease the editing window buttons no longer appear in the HTML editor.


To view the HTML editor in a full screen, click Full screen. To return the screen to its normal size, click Full screen again.

Word and Character CountsThe word and character counts display was removed.

Spell CheckThe Spell check button works slightly differently. When you turn on the spell checker, it checks the spelling of existing content and checks new content as you create it. When the spell checker finds an error, a red squiggly line appears below the word. Right-click the underlined word to select the correct spelling. To check spelling in different languages, use the drop-down menu to the select languages.

TablesWhen you add a table, you now use a simpler table designer.

CH A P T E R 210 .

Toolbar ButtonsSeveral buttons were removed to make room for new buttons. These include:

Button FunctionDelete

Break

Insert Paragraph

Insert today’s date

Insert the current time

Universal Keyboard

Insert groupbox

Insert Cells

Delete Cells

Select All

Select None


The table below describes each new button.

Upper case

Lower case

Split cells right

Split cells down

Add image map

Button Function DescriptionFull screen To work in full-screen mode, click Full screen. To turn off full-screen mode and view the

screen at its normal size, click Full screen again.

Edit HTML source

To view or edit the HTML source code, click Edit HTML source. The HTML Source Editor screen appears. To return to normal view, close the window.

Insert anchor To link to a specific location on a page, place your cursor at the link’s endpoint (for example, a heading) and click Insert anchor. The Insert/edit anchor screen appears so you can enter a name for the anchor’s location. The HTML editor adds a <a name="anchor name"></a> tag before the defined location. In the normal view, the HTML editor displays an anchor symbol at the location.To link to the location, in the HTML source view, append “#anchorname” to the end of the link.

Insert new layer

To insert a layer, click Insert new layer. The HTML editor adds a layer using the <div> tag. To reposition the layer, select it and use the crossed arrows to drag the layer to the new location. To resize the layer, drag the resize handles at the corners or sides.

Move layer forward

To move a layer forward, select it and click Move layer forward. The HTML editor increases the z-index number for the layer.

Move layer backward

To move a layer backward, select it and click Move layer backward. The HTML editor decreases the z-index number for the layer.

Absolute positioning

To apply absolute positioning to a layer, click Absolute positioning. The HTML editor adds the position: absolute tag to the layer and its location on the page in pixels. To remove absolute positioning from the layer, click Absolute positioning again.

Direction left to right

To apply left to right directionality to all items in the division, click Direction left to right. For a left-to-right table, column zero is on the left side and row zero is at the top.

Direction right to left

To apply right to left directionality to all items in the division, click Direction right to left. For a right-to-left table, column zero is on the right side and row zero is at the top.

Button Function

CH A P T E R 212 .

Merge Fields MenuThe merge fields menu was enhanced to make it more user-friendly. These enhancements include:• When you click the new Insert merge fields button, the merge fields appear in a separate window that

you can move around.• You can double-click or drag and drop merge fields from the window to the content area.• When you open a group of fields in the list, it remains open while you add fields.• You can add multiple fields at the same time. To do this, place your cursor to the left or right of the group

name or fields (not over the group or fields) and click and drag your mouse to select them. After you select the fields, you can drag them as a group to the content area.

Block quote To insert a long quotation, click Block quote. The HTML editor adds a <blockquote> tag around the selected text.

Abbreviation To add a tooltip to define an abbreviation, select the word and click Abbreviation. The Abbreviation Element screen appears. Enter the abbreviation’s definition in the Title field and define the formatting for the tooltip. The HTML editor adds an <abbr> tag around the word. In a browser, the abbreviation is underlined and a tooltip appears when the cursor is over the word. Screen readers read the abbreviation as a word, rather than spell out the letters.

Acronym To add a tooltip to define an acronym, select the word and click Acronym. The Acronym Element screen appears. Enter the acronym’s definition in the Title field and define the formatting for the tooltip. The HTML editor adds an <acronym> tag around the word. In a browser, the acronym is underlined and a tooltip appears when the cursor is over the word. Screen readers read the acronym as a word, rather than spell out the letters.

Citation To add an in-line citation or reference to another source, select the word or phrase and click Citation. The Citation Element screen appears. Enter text in the Title field for the citation’s tooltip (such as the author, book title, and page numbers or a link to a website) and define the formatting for the tooltip. The HTML editor adds a <cite> tag around the word or phrase. In a browser, the citation usually is italicized and the tooltip appears when the cursor is over the italicized word or phrase.

Insert merge fields

To add merge fields with personalized information to the HTML content, click Insert merge fields. For more information, see “Merge Fields Menu” on page 12.

Button Function Description


Image ID SearchTo search for images in Image library, you can now enter IDs in the new Image ID field on the Search tab.

Tip: An image’s ID appears at the end of the URL field on its Properties tab.

PartsVersion 6.15 includes updates to several parts, as well as changes to part security and how parts are organized in Parts.

CH A P T E R 214 .

Part CategoriesWhen you create parts, you can now select from the existing alphabetical part list or from a new part categories list.

Each part appears under an applicable part category.

Note: In both lists, new tool tip descriptions appear when the cursor is over part names.

The new list includes the following part categories.• Content Management• User Management• Fundraising• Online Community


The alphabetical list now includes a way to quickly find the part type you want to create. In the Part Type field, click “<Select a part>.” When the part list expands, enter the first letter of the part name to create. For example, if to create a Page Sharing part, enter “P.” The program highlights the first part that starts with the letter you enter. If several parts begin with the letter, enter additional letters for the part name until the program highlights the part you want.Version 6.15 also includes several new parts and updates to existing parts. Review the following sections for information about these enhancements.

Part SecurityOn parts that include security rights such as Post and Manage, you can now grant rights to individual users, as well as roles. For example, on the Discussion Group part, you can assign Manage rights.

To assign Manage rights to individual users and roles, click Add users and roles.

Note: The ability to include individual users and roles also appears on the Targeting & Security tab. For more information, see “Targeting & Security Tab” on page 7.

DirectoryWith the Directory part, you can publish directories that pull information from queries in Blackbaud Enterprise. For example, a query can include alumni who graduated in a specific year. In version 6.15, users can now click a column heading in the directory results to sort the information in ascending or descending alphabetical order. To view all directory results, users can click Expand All.

CH A P T E R 216 .

Note: Website users cannot sort columns that contain attribute or education history fields. These fields may include multiple rows of information, so NetCommunity cannot apply a sort order to the results.

Donation Form

Multiple DesignationsIn version 6.15, the Amount field is now editable in the designation grid that appears when a user applies a gift to multiple designations. The user can enter a gift amount for the selected designation without having to remove the designation and add a new donation for a different amount.If the website user pays a pledge with the donation form, the designation Amount fields are not editable. However, if the user enters a new gift amount, the amounts in the designation grid automatically update to show the change. For information about how users can pay an outstanding pledge, see “Pledge Payments” on page 16.If you include giving levels on a donation form that allows multiple designations and select Allow other amount under Giving Levels on the Donation Form part, website users can enter any amount in the designation grid on the donation form. Users are not limited to the amount you associated with the giving level on the Donation Form part.

If you do not select Allow other amount, website users can select only the amounts you define for the giving levels on the form.

Pledge PaymentsIn version 6.15, donors can make payments toward outstanding pledges from the customized giving history that you create with the Transaction Manager part. To configure the Transaction Manager part to support pledge payments, you must link it to a Donation Form part that includes credit card or direct debit payment options. When a donor views giving history, a Pay link appears for pledges that the donor originally made with the Pledge (Bill Me Later) payment method. This link also appears for pledges that the donor committed to but that your organization manually set up in Blackbaud Enterprise. The donor can click the link to view a donation form for the pledge payment.


The Donation Form part now contains a Pledge Payment section from to configure settings for the form that appears when a donor clicks the Pay link. In this section, you can select whether to display information about the next scheduled pledge installment. If you select Show next installment due date for pledges, the donation form includes the Current balance, Amount due, and Due date fields.You can also specify a minimum amount that the donor must pay toward the outstanding pledge. For more information, see “Transaction Manager” on page 20.

Note: When a donor selects to pay a pledge in installments and submits credit card or debit card information when the pledge is created, the Pay link does not appear. Blackbaud Enterprise automatically charges the next pledge installment payment to the account provided.

Pledge Payment ProcessingPledge payments entered using the Transaction Manager part in Blackbaud NetCommunity appear on the Web Transactions page in Web.If the amount the donor enters in Blackbaud NetCommunity is equal to or less than the pledge installment amount, the program automatically applies the amount to the pledge. If the amount is greater than the pledge installment and the pledge is not paid in full, the program automatically applies the remaining balance to the next installment. However, if the pledge is paid in full or was deleted in Blackbaud Enterprise, you can choose how to allocate the remaining amount.From the Review transaction data screen in Blackbaud Enterprise, click OK to add the overpayment as a new cash gift. To apply the amount to another pledge by the donor or another constituent’s pledge balance, such as a pledge by the donor’s spouse, click Load Commitments and search for the constituent whose pledge you want to view. You can then apply the remaining amount to the selected pledge balance. For example, if Helen Hernandez enters a pledge payment of $60 for a $50 pledge, you can apply $50 to the pledge and click Load Commitments to search for her constituent record. You can apply the remaining $10 to one of Helen’s outstanding pledge installments.

Language TabIn the Validation Messages category, you can now create messages for donations with a zero amount. The “Invalid Designation Amount” message appears when a donor enters a zero amount on a Donation Form part that allows multiple designations. The “Invalid Total Amount” message appears when a donor enters a zero amount on a Donation Form part with a single designation, or if the sum of all designations on a Donation Form part with multiple designations is zero.

CH A P T E R 218 .

Donation Form Part Stylesheet ElementsTo support the new, editable designation grid on donation forms, version 6.15 includes three new style classes. You can edit the .DonationGrid, .DonationGridCell, and .DonationGridHeaderCell classes to change the appearance of this grid. From Stylesheets in Site explorer, expand Donation Form in a stylesheet’s tree view list to edit these classes.

Event CalendarWhen you create an event calendar, you can now select the default view of the calendar under Display. You can select Calendar View or List View. Website users can change the view when they open the calendar.

Note: This feature was originally released with Online Campus Community 3.11

In the Calendar View and List View, website users can now click Import Multiple Events to add multiple events to the calendar at once. On the Select import file screen, in the File field, users browse to a *.csv file that contains header columns and the values to import. Only the Start Date, End Date, and Event Title fields are required, but the import file can also include values for every other field on the Add Event screen, such as Event Category or Fees. After selecting the import file, the user must map the event fields to those in the import file to ensure the imported values are added to the correct fields on the new events.

Event Calendar Group and Event Calendar HighlightsThe options to select subcalendars on the Event Calendar Group and Event Calendar Highlights parts were enhanced.Under Pick source calendars, select the calendars to include in the group or highlights. You can select any calendars created with the Event Calendar part.


For each calendar you include in the group or highlights, you can select color and icons for the events in the calendar.

Colors. When a user views an event calendar group in the List View or the Calendar View, hyperlinks to events in the selected calendar appear in the selected color. When a website user views event calendar highlights, the titles of events from the selected calendar appear in the selected color. For example, if you select red for the soccer calendar, all hyperlinks to soccer events in the calendar group are red and the titles of all soccer events in the calendar highlights are red.

Icons. For event calendar groups, icons appear beside the hyperlinks to events in the calendar. For event calendar highlights, icons appear beside event titles. For example, if you select a soccer ball icon for the soccer calendar, the icon appears next to all hyperlinks to soccer events in the calendar group and next titles of soccer events in the calendar highlights.

You can also select categories of events to use in the calendar group or highlights. For example, for the school’s main athletics calendar, you can include only the Game category. This would filter out any events in other categories from the selected calendars, such as practices or scrimmages.

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Targeted Content Help TutorialThe Targeted Content part now contains a link to the help tutorial for this part.

You can also access the tutorial from the Blackbaud NetCommunity help file.

Transaction ManagerFor version 6.15, you can configure the Transaction Manager part to allow website users to make payments toward outstanding pledges. From the part editor, you can select the donation form to use for pledge payments. For any user with an outstanding pledge, a Pay link appears below the pledge entry in the user’s giving history. To see which gifts have a Pay link, the donor can filter the results to show only transactions with an unpaid balance.When a user clicks Pay, the donation form appears. If you enter a minimum payment amount for pledges on the Donation Form part, the donor must enter at least this amount. If the donor enters a larger amount, the program automatically applies the overpayment to the next scheduled installment. If the a donor enters a larger amount than the remaining amount due, the program automatically creates a new gift for the overpayment.Because this is a pledge payment, the user cannot edit the associated designation or the tribute details on the donation form. This information defaults from the original pledge.

Pledge Payment Merge FieldsTo support the new pledge payment option in the giving history, you can now add new Pledge Payment merge fields to the payment confirmation email and acknowledgement email you send to donors who pay pledge installments.You can add the following Pledge Payment merge fields to an acknowledgement.• Pledge Payment.Begin Section• Original Pledge Amount• Original Pledge Date• Current Balance


• Pledge Payment.End SectionUnder Pledge Payment, you can add the following Next Payment merge fields to an acknowledgement.• Next Payment.Begin Section• Next Installment Amount• Next Installment Due Date• Next Payment.End SectionUnder Pledge Payment, you can add the following Last Payment merge fields to an acknowledgement.• Last Payment.Begin Section• Last Payment.End Section

Transaction Manager Stylesheet ClassesTo support the new pledge payment option in the giving history grid, version 6.15 includes new style classes that allow you to edit the appearance of the grid and the text that appears. From Stylesheets in Site explorer, expand Transaction Manager in a stylesheet’s tree view to view and edit these style classes.

Use the .TransactionManagerPayablePledgePickerFieldCaption class to customize the appearance of the Only show pledges that I can pay now checkbox label. To change the appearance and position of the help text you added for this checkbox, update the .TransactionManagerFilterPayablePledgeItem and the .TransactionManagerPayablePledgeHelpTextDiv classes. You enter this help text in the Payable Filter Help Text field on the Language tab of the corresponding Transaction Manager part. For more information, see “Transaction Manager Language Tab” on page 22.

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To change the appearance of the amount that appears in the Amount column of the donor’s giving history, you can edit the .TransactionManagerGridCellAmount and .TransactionManagerGridCellAmountLink classes. You can also customize the .PledgePaymentLink class to change how the Pay link for pledges with an outstanding balance appears in the Amount column.

Transaction Manager Language TabThe Transaction Manager part’s Language tab includes several new categories and items to support the pledge payment functionality. For more information, see “Pledge Payments” on page 16. Transaction Manager - Designation Filter. This category replaces the Transaction Manager - Fund

Filter category that appeared in previous versions of Blackbaud NetCommunity. The Designation Filter (All designations) item replaces the Fund Filter (All funds) item. The default text for this item is now “All designations.” The Designation Filter Label item replaces the Fund Filter Label item. The default text for this field label is “Designation.”

Transaction Manager - Help Text. In the Payable Filter Help Text item in this category, you can enter text to explain to donors why certain pledge entries in the Transaction Manager do not include a Pay link. There are several situations that affect whether this link appears. If your organization accepts EFT payments and the donor selects to pay pledge installments with a credit card or debit card at the time the pledge is created, the Pay link does not appear. The link also does not appear if the pledge currently has a payment pending or if the total pledge balance is zero.

Transaction Manager - Item Flags. In this category, the Revenue Recognitions item replaces the Soft Credits item that appeared in previous versions. The default message text for this item is “Revenue Recognition.”

Transaction Manager - Pledge Payment Link. In the Pledge Payment Link category, you can enter the hyperlink text to display in the Transaction Manager part for pledges that have an outstanding balance.


User Link ModuleThe User Link Module part now contains a View Photos checkbox.

Select the checkbox to include a View Photos link for a user to select on a friend’s user networking profile.

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Note: In user networking, this part also appears when a user browses a friend’s list on the Friends tab and on the Find New Friends screen. You can also use the part to include a View Photos link on personal pages, Fundraiser personal pages, or profile display pages.

When a user clicks the link to view a friend’s photos, the friend’s name becomes a hyperlink for the user can return to the friend’s user networking profile.

User Networking ManagerAlbums have been enhanced for usability on your website. Album security options on a user networking page now enforce a user networking member’s security selection. The member can make the photos viewable by everyone, friends only, or the member only (private).


Tip: Album enhancements apply to all areas that include photos on your website, including user networking, slideshows, personal pages, fundraiser personal pages, and profile displays.

Some links were updated to clarify their purpose. The Edit Photos replaced the Edit Album link. The Edit Album Info link replaced Edit Info link.

Additionally, if a user networking member does not set an album cover, the program now defaults the first picture added as the album cover. Previously, a default picture was not set.When a user networking member views a friend’s album, the album title bar has been updated to include the friend’s name.

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EmailVersion 6.15 includes updates to how you schedule emails in Email.

Scheduled EmailsYou can now schedule emails to send to selected recipients at specific times. For example, you may want to send a renewal notice to members a month before their memberships expire. You can create a constituent query in The Raiser’s Edge with all members, then create a list in Blackbaud NetCommunity based on the query. To create a scheduled email, you select the email template to use for your message, then select the list of members. You then determine how often to run the email process. In this example, you may run the process on the first day of each month. At the scheduled time, NetCommunity merges the information in the list with the merge fields in the template and automatically distributes the email to recipients.

Users & SecurityAs Blackbaud NetCommunity has evolved, security has changed to adopt new features and functionality. This has included changes to existing functionality such as a new task right and the ability to refresh all roles at once.In version 6.15, a major change in security became necessary because of the new multiple websites functionality. Previously, Blackbaud NetCommunity answered the security questions who and what, but not where. Security in 6.15 has been enhanced to additionally answer where. The updated security options now appear in Users & security. Previously, security options appeared in Administration.Security now includes four main components: Users, Roles, Task groups, and Security assignments.

Users. User record management remains the same as in previous versions of Blackbaud NetCommunity. The user record authenticates a website user’s identity. User records are created manually by an administrator with Supervisor rights or automatically when users sign up for a website through the User Login, Personal Page Manager, or Fundraiser parts.

Roles. Roles now provide half of the functionality that it provided previously. Roles still group user records together individually or by a query. In addition, roles can now include other roles. Roles have been limited to include fields such as Role icon and Base role membership on a query. For more information, see “Roles” on page 27.

Task groups. Task groups provide the rest of the functionality that Roles previously provided. Task groups assign feature permissions for administrative tasks, such as Full rights and Create and edit rights for Website security. These same task rights previously appeared for a role. However, to improve usability, we enhanced the text for clarification purposes.


Task groups do not determine who has task rights. Task groups simply organize rights to associate with a role in Security assignments. Task groups are not directly connected to user records or roles. For more information, see “Task Groups” on page 27.

Note: As explained above, Roles has been broken out into two sections. This division provides more efficient security management because it allows you to associate as many users and roles to features permissions established in the task group as you want. To expand the permissions for the task group, you only need to edit the task group to apply the rights to all users and roles associated with it. Previously, you had to edit each role to apply the same task right.

Security assignments. You create security assignments to associate roles and task groups to apply security to a site. If you host a single website, all security assignments apply to the default site. If you host multiple websites, security assignments apply to specific sites. Security assignments are crucial to the integrity of your database when you host multiple sites. For information about multiple sites, see “Sites” on page 32. For more information about security assignments, see “Security Assignments” on page 29.

RolesRoles group user records individually, by a query, or by including a role within another role.

On the Properties tab, you establish information such as the role name and role icon. On the Members tab, you select the users and roles to include. On the Security assignments tab, you can associate roles and task groups to assign security for a site.

Note: In Roles, you group users. In Task groups, you create task rights for feature permissions. In Security assignments, you associate roles and task groups to assign security for a site.

Task GroupsIn Task groups, you create and edit task groups for feature permissions. Task groups do not determine who has the rights for the task group. Task groups simply assign the rights that are later associated with roles in Security assignments.

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On the Properties tab, the task rights that appear depend on the type of task group that you create. When you create an Organization task group, global task rights appear for email and administration. These task rights apply to your entire website.


When you create a Site task group, site-specific task rights appear for website and profile security. These task rights apply to individual sites when you host multiple websites.

On the Security assignments tab, you can associate roles and task groups to assign security for a site.

Note: In Roles, you group users. In Task groups, you create task rights for feature permissions. In Security assignments, you associate roles and task groups to assign security for a site.

Security AssignmentsYou create security assignments to associate roles and task groups and apply security to a site. This informs the program who is granted what rights and where the security applies. For example, you can associate the Team Fundraiser Captains role with the Fundraiser Content Authors task group for the Charleston site.When you host one website, you must associate roles and task groups to apply security in the program, but all security assignments apply to the default site.When you host multiple websites, you must associate roles and task groups and apply the assignment to a site. You can apply it to default, parent, or child sites. When you apply an assignment to a parent site, you can select for its child sites to inherit the security assignment.

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You create organization task assignments to associate roles and organization task groups for your entire website.

You create site task assignments to associate roles and site task groups for individual sites.

When you create a site task assignment, you select a site to apply it to. If the site is a parent site, you can select for its child sites to inherit the security assignment.For more information about default, parent, and child sites, see “Sites” on page 32.

MigrationWhen you install version 6.15, your security data migrates to the new security automatically.Roles remain in the database, but they no longer include task rights. To locate roles, select Users & security, Roles in the menu bar.In addition, the program creates task groups based on the task rights from existing roles. The program uses one the following four options.

Note: For information about task groups, see “Task Groups” on page 27.

• For a role that existed for grouping purposes and did not include task rights, the program does not create a task group. Since task groups only consist of task rights, the program has nothing to create.

• For a role that only includes site tasks, the program creates a Site task group with rights for individual sites. Site tasks include any task rights under Website security and Profile security. The program copies the role name for the new task group.

• For a role that only includes organization tasks, the program creates an Organization task group with global rights for your entire website. Organization tasks include any task rights under Email security and Administration security. The program copies the role name for the new task group.


• For a role that includes organization and site tasks, the program creates two task groups to support each task group type. The program copies the role name to both new task groups and appends “(Site task)” and “(Org. task)” to the end of the name.

To locate the converted task groups, select Users & security, Task groups in the menu bar. In the grid that appears, view the Type column to confirm the groups that converted as Site tasks and the groups that converted as Organization tasks.We recommend you review your task groups because you may want to update task group names and consolidate task groups to clean up the converted data.

Note: For more information about task groups, see “Task Groups” on page 27.

Finally, security assignments are created in one of two ways. All security assignments apply to the default site.• If the role included organization tasks or site tasks selected but not both, the upgrade automatically

matches the role and task group that it converted from the previous version. For example, your Content Authors role only included permissions under Website security. The upgrade automatically matches the new role with the applicable new site task group and assigns the security to the default site.

• If the role included both organization and site tasks, two security assignments are created to support each task group type. For example, your Content Authors role included permissions under Website security and Email security. The upgrade creates two security assignments and automatically matches the new role to the two new applicable task groups for organization task rights and site task rights. The role name does not convert to the security assignments because assignments are not named. However, you can identify these in Security assignments.

To locate the new security assignments, select Users & security, Security assignments in the menu bar. It is important to remember that all new security assignments apply to the default site. If your organization decides to host multiple websites, you will most likely modify or create security assignments for your sites. For more information, see “Sites” on page 32.

BenefitsThe new security provides many benefits whether your organization hosts one website or multiple websites. • Security performance is faster, more efficient, and more effective for what you want to accomplish.• Roles makes user management easier. When you create a role, you can include other roles. In addition,

you can continue to create roles based on queries. You can even combine individual user records, queries, and other roles within a role. For example, you can create a role based on a query and add a user not in the query. This occurs in one place without accessing multiple areas in the program.

CH A P T E R 232 .

In addition, a Members tab now displays the individual users and other roles that you include in a role. When you add users and roles, the members appear in a grid on the tab. This provides a way to quickly confirm if a user or role is in a role.

• Task groups provide a better way to focus on global task rights for your entire site, such as workflow rights for parts, and site-specific task rights for individual sites, such as rights to approve photos.

• Prior to 6.15, if you had five different groups that performed the same task across five different sections of the site, you had to create five roles and assign task rights for each role. Now, you can create five roles and associate them to a single task group. To extend feature permissions for the roles, you simply update that task group.

• You can now create security for a specific site. For example, you can grant content authors access to only the site that applies to them. Users for Site A only view parts for Site A.

User ImportsUser imports now appears in Users & security. Previously, it appeared in Administration.

AdministrationSecurity now appears in Users & security. Previously, security options appeared in Administration. For more information, see “Users & Security” on page 26.

SitesYou can now select to host multiple websites. You create them in Sites.Multiple sites can benefit your organization in several ways. You can create sites for intranets, chapters, affiliates, or large campaigns. This allows you to customize the content, appearance, and security for the targeted audience. You can also create sites to archive old sites or re-design websites. You can hide websites that should not appear on the Internet. For more information about multiple sites benefits, see “Benefits” on page 37.To support multiple websites functionality, several areas in Administration have changed even for users who host a single website. For example, Configuration and System Options have been replaced with a Settings tab for global settings and individual site settings in Sites. Review the information in this section for information about these changes.

Single SiteWhen you host only one website, you now manage global settings from organization settings and you can manage your website from the default site.


In Workflows, Code tables, Merchant accounts, and Field options, you apply global organization tasks to your entire website. To access these options, select the top-level item in the Sites treeview. Most likely, this top-level item displays your organization’s name. The Tasks tab appears.

For information about the Settings tab for organization settings, see “Organization Settings” on page 38.When you host one website, you can now manage your website from the default site in the Sites treeview. On the Tasks tab, you can design your site from sections such as Pages & templates, Parts, and Friendly URLs.

You can also continue to design your website from the same tasks in Site explorer.

Note: Website design tasks now appear in Site explorer. Previously, they appeared in Web Site. For more information, see “Navigation Enhancements” on page 6.

For information about the Settings tab for site settings, see “Site Settings” on page 38.

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Multiple SitesWhen you host multiple sites, you manage global settings from organization settings and you manage individual websites from the default, parent, or child sites. Your website always includes a default site and you can create an unlimited number of additional sites. These additional sites can be any combination of parent and child sites in an unlimited hierarchy structure. For example, you create 15 sites that contain multiple parent and child sites. Some child sites are also parent sites to additional child sites.


Note: If you designed multiple websites for your online community prior to 6.15, the upgrade process migrates your data to the default website and retains your virtual directories to maintain existing URLs. For example, non-default sites do not appear in the Sites treeview. They also do not appear on the new navigation breadcrumbs under the menu bar. However, non-default site URLs remain live so users can continue to open the link to access the site.

In Workflows, Code tables, Merchant accounts, and Field options, you apply global organization tasks to your entire website. To access these options, select the top-level item in the Sites treeview. Most likely, this top-level item displays your organization’s name. The Tasks tab appears.

These sections are not site specific. The default, parent, and child sites that you manage inherit the settings in these areas. For example, code tables and merchant accounts apply to all sites.

Note: In addition, Emails and Users & security also apply globally to your entire website. For more information about these areas, see the Email Guide and the Users & Security Guide.

For information about the Settings tab for organization settings, see “Organization Settings” on page 38.When you host multiple websites, you must have a default site to serve as your primary site. Web design tasks and site settings are the same for default, parent, and child sites, but there is one main difference for the default site. When a user clicks a URL and Blackbaud NetCommunity cannot determine the site to navigate to, the user is directed to the default site. For example, when a user clicks a link to an archived site, the home page of your default site appears. The default site receives all unresolved URLs that Blackbaud NetCommunity cannot render.

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To manage your default site, select the default site from the Sites treeview. You can identify this by a unique default site icon. On the Tasks tab, you can design your site from sections such as Pages & templates, Parts, and Friendly URLs.

You can also continue to design your default website from the same tasks in Site explorer.

Note: Website design tasks now appear in Site explorer. Previously, they appeared in Web Site. For more information, see “Navigation Enhancements” on page 6.

For information about the Settings tab for site settings, see “Site Settings” on page 38.You manage parent and child sites the same way as the default site. On the Tasks tab, you can design your sites from sections such as Pages & templates, Parts, and Friendly URLs. On the Settings tab, you select site settings, such as supported languages, registration and login options, and reCAPTCHA.Parent sites:


Note: You can create an unlimited number of sites. These sites can be any combination of parent and child sites at any level in a hierarchy.

Child sites:

BenefitsPreviously, Blackbaud NetCommunity had the ability to create a multiple website environment by generating different layouts, templates, pages, and parts to target to different audiences. However, this did not generate true multiple websites. The new functionality in 6.15 does this while also simplifying tasks and providing multiple benefits to your organization and website users. • Support has been enhanced for different URLs for multiple sites. For example, you can create a URL for

a separate domain. Support also now exists for primary and secondary URLs, as well as for separate virtual directories. For example, you can create URLs such as charleston.example.org or example.org/charleston.

• You can now monitor separate statistics for each site by a traffic measurement service such as Google Analytics. This includes the ability for Site A to only view statistics for Site A. Other sites cannot view Site A’s statistics.

• You can now have different language support for each site. Site A’s default language can be English and Site B’s default language can be Spanish.

• When you view pages and templates, you can now view the site the page and template applies to on the Properties tab. For parts, you can view the site the part applies to on the Usage tab. In addition, you can establish security so that Content Authors for Site A only view pages, templates, and parts for Site A. You can also establish this security for layouts and stylesheets.

• You can now select a different privacy page, home page, and authorization failed page for each site.

SettingsConfiguration and System Options have been replaced with a Settings tab for organization settings and site settings. Organization settings are global settings that apply to your entire website. Site settings are site-specific settings that apply to default, parent, and child sites.

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Organization SettingsOrganization settings include global settings such as such as web services, caching, and service scheduling The default, parent, and child sites use these organization settings.Organization settings include integration options, integration services, General, Spell Check, Safe HTML Tags, Blackbaud Services, Blackbaud Payment Services, Custom Service, QAS Address Service, Cache, Email, List Acquisition and Refresh, Role Refresh, Fundraiser Synchronize, User Imports, and Donation eReceipts.

Site SettingsSite settings are site-specific settings that you create for default, parent, and child sites. To access site settings, select the Settings tab from a default, parent, or child site in the Sites treeview.


Site settings include General, Supported Languages, International Settings, Pages, Registration and Login Options, Email Opt-in Setting, User Image Options, Enable Site Tracking, reCAPTCHA, and Enable Single Sign-on Authentication.

New SettingsIn addition to the new multiple websites functionality, the new release includes some new administrative settings.

QAS Integration for United Kingdom AddressesYou can now integrate with the QAS address service to provide a way for United Kingdom users to quickly and accurately enter addresses on your website.

Note: For information about QAS integration, send an email to [email protected].

Settings for QAS are located on the Settings tab for your organization. After you select the Settings tab, select Web Services. To integrate with QAS, enter URL, user, and password credentials from QAS.

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To confirm the integration, visit a web page on your site that processes United Kingdom addresses. For example, visit a page that includes the Donation Form part. A Find address link appears beside the Postcode field.

Note: QAS integration does not apply to the Membership Form part.

When a user enters a postcode and clicks this link, the Select Address field appears with a list of addresses for the postcode.

N E W FE A T U R E S A N D EN H A N C E M E N TS 41.

The user selects an address, and the program automatically populates the remaining address fields.

Addressee and Salutation Merge FieldsUnder Blackbaud Enterprise Options, you can now enable Addressee and Salutation merge fields to expose data from the Names tab in Blackbaud Enterprise.

To enable the merge fields, you select Enable Addressee and Salutation Merge Fields and select the addressee and salutation types to use. The merge fields are then available in Email and on the Directory, Profile Display, and Profile Form parts.

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Warning: The Addressee and Salutation fields do not inherit privacy settings from other fields, so these merge fields can expose data that you want to hide. For example, if you set the First Name field as private in Field options but not the Addressee field, the program displays first names for addressees that include this information.

Refresh Code Tables

You now refresh code tables in Code tables. Previously, you did this in System Options.

Documents

Blackbaud NetCommunity 6.15 Update and New Features …UPDATE BLACKBAUD NETCOMMUNITY. 3 With the release of version 6.15, Directory results ar e sortable.All column head ings, with