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Other Products from PeopleCube ♦ Meeting Maker Millennium The collaborative scheduling and time management software helping over 1.5 million busy p

Facilities Tab - Setup and Cleanup Times Setup Time Configures the number of minutes required before to a reservation for setup. If a Setup Time i

Combinations Combinations are collections of two or more resources that can be reserved individually or together. For example, you can create a co

5. When you have completed configuring the necessary information, click Submit. The combination is created and a Combination ID is assigned. Editin

Deleting a Combination You can delete a combination in Resource Scheduler Admin. A combination that has been deleted will still exist in the datab

Combination Maintenance Fields Below are a list of fields in the Combination Maintenance Page and a definition for each field. Field Description Com

Available Configures that the Resource Setup is available. Description Displays a description of the Resource Setup. Capacity Configures the capacity

Chapter 6: Creating and Maintaining Users This chapter contains information about creating and maintaining users. This chapter also contains informa

The Default User The Default User settings are used to define how Resource Scheduler appears to the end user in the Standard Edition of Resource Sche

Individual User Access The Professional and Enterprise editions of Resource Scheduler allow individual user access. Individual user access allows us

User Security Settings Below are a list of fields in the User Security Settings Page and a definition for each field. Field Description Enable users

Technical Support If you subscribe to the Maintenance Advantage Program, you can access PeopleCube technical support. If you need technical suppor

Adding Users The Professional and Enterprise editions of Resource Scheduler allow you to add users when individual user access is enabled. Users can

Adding a User Manually You can add users manually in the Professional and Enterprise editions of Resource Scheduler.  To add a user manually: 1.

5. Edit the appropriate information. For detailed information about each field, please consult “User Settings Fields” below. 6. Click Submit to sa

Security Group. That is, you may wish all users to create reservations and view schedules, but not allow all users to administer resources or to vie

Security Group Page Fields Below are a list of fields in the Security Group Maintenance Page and a definition for each field. Field Description Admi

5. Assign the user to a Security Group by selecting the Group from the Available list on the left and clicking on Select. Repeat this step to assig

2. Click on the Users link. The User Maintenance Page appears. 3. Click on the delete icon, , next to the name of the Security Group. A confirmClic

User Settings Fields Below are a list of fields in the User Maintenance Page and a definition for each field. Field Description Personal Information

Security Options Administrator Enables the user to update or delete any reservation, including password-protected items. This option is similar to

Edit Notification Emails Enables the user to edit the system generated email before it is sent. The message is generated when the Approver approves

With the PeopleCube Support Center, you also have access to: ♦ The searchable Tech Note Knowledgebase ♦ Product downloads ♦ Product documentati

Chapter 7: Resource Scheduler Customization This chapter contains concepts and information you need to customize Resource Scheduler. Topics includ

Resource Types A Resource Types is a label to help classify resources, such as “Computer Equipment” or “Conference Room”. This is helpful when usin

Editing a Resource Type You can edit a Resource Type in Resource Scheduler Admin.  To edit a Resource Type: 1. Log into the Resource Scheduler Adm

User Defined Field Types A User Defined Field Type is a label to help classify the User Defined Fields (UDFs) that you create, such as “Computer Equi

Editing a User Defined Field Type You can edit User Defined Field Type in Resource Scheduler Admin.  To edit a User Defined Field Type: 1. Log int

a User Defined Field as text field, long text field, checkbox, choice, display only, ODBC List, and ODBC Validated. You may also specify a Default S

9. When you have completed creating the User Defined Field, click Submit. Editing a User Defined Field After you have created a User Defined Field,

5. Click OK to delete the User Defined Field, or click Cancel to abort the Field Types a UDF Textgle line of text when you define the deletion of

ODBC ValidatedSelect ODBC Validated to create a drop-down list of items generated from a SQL query that will be validated against the results of the

Resource Characteristic Templates Resource Characteristic Templates are a collection of User Defined Fields (UDFs) used for resource characteristics.

Documentation Conventions This book uses the following documentation conventions: Convention Explanation Italics Indicate a document title. Also u

Associating a Resource Characteristic with a Group You can associate a Resource Characteristic with a group. All resources within this group will co

Editing and applying a Resource Characteristic Template You can edit a template in Resource Scheduler Admin. You can also apply a template to an exi

3. Add or configure User Defined Field Types or User Defined Fields, if necessary. For more information, please see User Defined Field Types or Use

Resource Setup The Resource Setup in the Configurations Page allows you to create descriptions of a set of resources or combinations that will appear

Editing a Resource Setup You can edit a Resource Setup in Resource Scheduler Admin.  To edit a Resource Setup: 1. Log into the Resource Scheduler

Reservation Request Tabs Reservation Request Tabs allow you to gather information from users when they make a reservation. When a user makes a reser

Creating a Reservation Request Tab You can create and configure a Reservation Request Tab in Resource Scheduler Admin. Before creating and configuri

15. To remove a UDF to the Request Tab, select the UDF in the Selected column and choose Remove. 16. When complete, click the Submit button. The Requ

8. To remove a Request Tab, select the Request Tab from the Selected list and click Remove. 9. When you have completed, click on the Submit button.

2. Click on the Configurations link. The Configuration Page appears. 3. Under Reservation Request Tabs, select the Reservation Request Tab to delet

About This Book This book is intended for Resource Schedule administrators. It assumes strong computer skills and a basic knowledge of management o

Quick Reserve Templates You can manage Quick Reserve Templates in the Location Maintenance pages of Resource Scheduler Admin. Quick Reserve Template

Editing a Quick Reserve Template You can edit a Quick Reserve Template in Resource Scheduler Admin.  To edit a Quick Reserve Template: 1. Log into

Deleting a Quick Reserve Template You can delete a Quick Reserve Template in Resource Scheduler Admin.  To delete a Quick Reserve Template: 1. Log

Configuring a Wait List for a Resource In the Professional and Enterprise Editions, you can specify a wait list for a resource. If a resource allows

12. Enter a title, a description, and any appropriate information. The Title and Description fields are required. For detailed information about

12. Edit the fields you wish to update in the Details tab, or click on the tab you wish to update. If you update a field in the Details tab then cli

5. In the Mail server field, enter the IP address or DNS name of your email server. For example: smtp.yourcompany.com 6. In the Sender's EMa

For information on editing a resource, please see “Editing a Resource” on page 82. Configuring a Wait List for an Existing Resource  To configure an

15. In the Add Approvers section, select the display type and click on the Show Users button. A list of the users appears. 16. Click on the green arr

Chapter 8: Creating and Maintaining Holidays This chapter contains information about creating and maintaining holidays. Topics include: ♦ Overvie

Chapter 1: Planning Your Resource Scheduler Environment This chapter contains information you need when you plan your Resource Scheduler environment

Adding a Holiday You can add a holiday in Resource Scheduler Admin. After you create a holiday, you cannot change the country for that holiday nor c

Editing a Holiday You can edit the Description field or configure whether to block or not to block the creation of reservations on that date. You ca

Chapter 9: Creating and Maintaining Event Calendars This chapter contains information about creating and maintaining event calendars. Topics Includ

"Public Classes" calendar in the RSEvents page will see the reservation for “Orientation”. Persons viewing the event calendar can navigate

Creating an Event Calendar You can create an event calendar to which users can publish reservations. This is simply a label that allows users to whi

Creating an Event Calendar with an access code You can create an Event Calendar with an access code to restrict who can view the calendar.  To crea

Accessing an Event Calendar After an event calendar has been created in Admin and at least one reservation has been published to that event calendar

4. Replace 1234 with the Access Code you have defined. sers may click on e List View link to view the event calendar in a list format. t e tion abou

11 d to event calendar. 4. Click the Delete button. The event calendar is deleted and reservations are no longer publishethat

12 ChapterFunctio 10: Advanced Administration ns This chapter contains information on performing advanced functions in Resource Scheduler Admin.

What Resource Scheduler Can Do For You Resource Scheduler is flexible enough to meet the needs of any size organization. Designed with business requ

Customizing the User ApplicaFooter tion HTML. text of the footer is: Note that this footer can be configured by the administrator. You can put lin

EReYtWindows Task Scheduler, and is only available on IIS servers on Windows 2 W ail messages will be generated for each of the time intervals c f ul

5. Click Browse. n and choose his task every day. 11.word” dialog appears. nfigure this task to run more 16. Click Finish. The properties dialog ap

Configure Email Reminders in Resource w email reminders. The organizer of the servation must have a valid email address configured before they can

Performing SQL Queries You can perform SQL queries in Resource Scheduler Admin using the SQL Update page, SQLUpdate.asp. The SQL Update page allows

Resource Scheduler Maintenance Although Resource Scheduler requires little maintenance, you can follow the recommendations below to help maintain Res

rforming a Web Application Backup It is important to perform a backup of your Resource Scheduler web application p ted . Navigate to the directory t

Pued out of the system. rganization might have - you may not want to purge any records if they are part of an audit trail process. You ould also ma

6. Choose Purge Uploaded Files to permanently delete records for uploaded files, and the files themselves, if desired. 7. Select a file purge opti

Importing Users ou can import users into Resource Scheduler. The import process is to run ne for each e tored Procedure sp_ins_user_import sp_ins_us

Schedule Granularity View resource schedules by day, week or month User Based Logins Designate users who can access the system and reserve/manage r

osql.exe -U RedESoft -d RedESoft -P RedESoft -i filename 23

Importinou can import reservations from another system directly into Resource d procedure, you first need to ake a text file with one line for each r

not. If the reservation is not an all day event, set this parameter to 0. Set this to 1 for an all day event. For an all-day event, you must also s

Example For example, to insert a reservation for the engineering group on May 5, from ws: a User Defined Field. It is recommended to use HTML tags

This example shows how to link to other web sites, either internally located oyour network or externally located on the Internet. As shown, the disp

Customizing Color Category Text ou can associate a color with each reservation in Resource SYselecting the color fromcheduler by a drop-down list on

By default, grey is the default color associated with default reservations. To change the default reservation color, click on the redial button corrt

In this example, grey is the default color so that anytime a reservation is created it will still be colored grey. To change the color of your reserv

Appendix A: Forms and Checklists This appendix contains useful forms and checklists to help you plan your Resource Scheduler environment. You may ph

Collecting Location Information Use this form to record information about a specific location. Use one form perlocation. Loc ation Name: Loc

individual or group of individuals to have administrative rights over a particular resource Resource Viewing Restrictions Limit specific users to vi

Collecting Group Information GrGrou Use this for to record information about a specific group. Use one form per group. oup Name: p Location:

Collecting R urc rmation Use this for to record information about a specific resource. Use one form per ResouResourceeso e Info resource. rce Name

Appendix B: Stored Procedures S roc ures Othe stored dure, you firProcess the text file from the SQL Query Aeparate each parameter with a comma. S

allows the User ID to be specified, assuming for a user ID. you have a unique, numeric value Parameter Data Type DesUniqacco@user_email varchar(50

addl_email varchar(1000)Any additional emails to be notified - icates tup or set to 0 if if setup isn’t required end Desc ored P l into cu apo

the default user. It is recommended to set this to D, 0. If you want the ber. See the umbers. gned to is reservation. If user_id is set to 0, is

Example EXEC sp_ins_user_import '[email protected]', 'Sample Name', 'Pwd', '616.555.1212', 'ext 999'

Parameter Data Type Description sched_id int Unique Schedule ID udf_id int ID of UDF being referenced value vadisplay_order smrchar(255)Value of th

Texisting users, and enables you to associate a user with an NTLM or an LDAP he following Stored Procedure enables you to add new users or update acc

1 Appendix B: Troubleshooting Resource Scheduler Admin You can view the most up-to-date technical documentation in the PeopleCube Support Center at:

System Requirements Resource Scheduler can be hosted on Windows 2000 Server or Windows 2003 Server running Microsoft Internet Information Server (II

2 Issue: When you make changes to options in the Options Page in Resource Scheduler Admin, the options are not saved. Cause: The anonymous user acco

Copyright © 2003-2006 PeopleCube. All Rights Reserved. Resource Scheduler is a registered trademark of PeopleCube. Information in this document is s

Application Data In addition to the Resource Scheduler server requirements, the application data for Resource Scheduler requires the following for a

Planning Your Resource Scheduler Environment You can use the following recommendations and guidelines to help ensure optimal performance in your Re

external sales presentations, you may wish to create a group called “Demo Rooms”, separate from a general “Conference Rooms” group. This will allow f

♦ Review all documentation. Review all documentation about any add-on module you will be implementing and collect any information that may be necess

♦ Static IP address or DNS name Make sure that any machine hosting the web server for Resource Scheduler has a static IP address or DNS name. ♦ Mai

Installation Overview The following is a brief overview of the installation process. For more detailed information about installing or upgrading Res

Chapter 2: How Resource Scheduler works This chapter contains concepts and information you need to understand how Resource Scheduler works. It conta

Components working together A Resource Scheduler installation consists of three main components: a web server, the Resource Scheduler web applicatio

Resource Scheduler Concepts Resource Scheduler excels at scheduling multiple resources. To keep resources organized, Resource Scheduler presents th

Interface Overview This section contains an overview of the main pages within the Resource Scheduler Administration interface. Tool Bar The Tool Ba

You agree that all PeopleCube-furnished information which is labeled “confidential”, “proprietary” or the like (“Confidential Information”) contains

application. General security settings, external system interaction and default location settings are also controlled in the Options page. Genera

Email Settings Tab The Email Settings tab configures the various options for email integration. Location Defaults Tab The Location Defaults tab set

Resources Page The Resources Page allows you to add or modify locations, as well as groups and individual resources within the location.For more info

Configurations Page The Configurations Page allows you to add and configure Resource Types, Resource Templates, Reservation Request Tabs, as well as

History Page The History Page allows you to purge historical or deleted records from the database. For more information, please consult the section

Users Page The Users Page allows you to define, modify, and view users. In the Enterprise Edition, this page also allows you to define certain secur

Holidays Page (Enterprise Edition Only) The Holidays Page allows you to define holidays for each country listed. You can allow or block reservations

Calendars Page (Enterprise Edition Only) The Calendars Page allows you to publish a read-only schedule of reservations associated with a specific cal

Strings Page The Strings Page allows you to customize the wording in your Resource Scheduler interface.  To customize a string: 1. In the Resourc

Help Page The Help Page allows you to access the online help available in PDF format. To access the online help in PDF format, click on the link Vie

Table Of Contents Preface...

Chapter 3: Security Concepts This chapter contains information about configuring security for Resource Scheduler. This chapter does not include spe

Security Recommendations As Resource Scheduler is a web-based application, there are many ways to enhance security for web-based applications on the

Security Types Many of the security options within Resource Scheduler Admin are contained in the Security Controls Tab in the Options Page. SSL Logi

If multiple users share computers, it is recommended to not enable cookies on the Default User. Individual users should be encouraged not to enable

For more information about Scheduler with NTLM, Scheduler with LDAP, IIS with Scheduler, and IIS with NTLM Authentication Methods in the Enterprise

Schedule Security Schedule Security uses the Scheduler Login Page with the Scheduler Database to validate users. Resource Level Security Each resou

Directory Services Integration Module The Directory Services Integration Module for Resource Schedule enables the integration of LDAP, NTLM, and Act

The four additional authentication methods available in the Enterprise Edition with the Directory Services Integration Module are: ♦ Scheduler with

♦ Scheduler with Netegrity Users will be prompted with a Netegrity login/password prompt instead of the Resource Scheduler login page. This method

If you are upgrading from the Standard Edition to the Enterprise Edition with the Directory Services Integration Module, you will need to reinstall

Password Security ... 28

4. In the Authentication Method section, select Scheduler with NTLM or IIS with NTLM from the drop-down list. 5. Click on the Configure button u

5. Click on the Configure button under the drop-down list. The LDAP Login Settings dialog appears in a new window. 6. In the LDAP Login Settings d

2. In the address bar of your navigator, enter the following address: http://127.0.0.1/RSAdmin/NTLM_Test.asp Replace 127.0.0.1 with the IP address o

1. Log into the Resource Scheduler Admin application as an administrator. The Resource Scheduler Admin Home Page appears. 2. In the address bar of

You may proceed after all fields are valid as the anonymous account. 13. If any field is invalid, you may need to reconfigure your test fields and pe

ADsPath Filter (Optional) If the Distinguished Name returned by the LDAP query needs have some of its values replaced or removed before binding to th

Chapter 4: Configuring General Options This chapter contains information about configuring general options. This chapter focuses on the options avai

General Options Tab The General Options tab allows you to configure general items such as Display Settings, Application Wide Settings, and Navigation

Reservation Title Length Configures the maximum length of a reservation title. You can choose 10, 20, 30 or 40 characters. 20 is the recommended leng

Enable Detailed Auditing Enables users to generate Crystal Reports in the Enterprise Edition with the Crystal Reports components installed. Event Cal

Chapter 6: Creating and Maintaining Users ... 92 Overview ...

Company Info Tab The Company Info tab contains all of the license keys and server configuration information for Resource Scheduler. Most of this inf

Field Description Company Information Company Name Configures the name of your company. You can enter up to 40 characters. Logo File Replaces the d

Virtual Path Displays the virtual path created during installation for end users to access Resource Scheduler. If you rename the virtual directory i

Security Controls Tab The Security Controls tab establishes various security options in Resource Scheduler. Although these options can be changed af

http://127.0.0.1/ResourceScheduler/superuser.asp Replace 127.0.0.1 with the IP address or DNS name of your web server machine. Authentication Method

User Security Enable Users Enables individual user access in the Professional and Enterprise editions. When enabled, end-users have options to cust

Email Settings Tab The Email Settings tab defines email settings. Below are a list of fields in the Email Settings tab and a definition for each fie

generated email messages before they are sent. Use HTML Email Format Enables all system generated emails relating to resource use to be sent in HTM

Location Defaults Tab All locations created in Resource Scheduler will use the settings configured in the Location Defaults tab until modifications a

24 Hour Schedule/ Specific schedule Configures the time display. You can choose either a 24-hour schedule or a specific schedule. A 24-hour schedul

Configuring a Pending Approval Process for a Resource ... 131 Chapter 8: Creating and M

Allow Recurring Reservations Enables users to create recurring reservations. If selected, you must also select the maximum number of months a user c

for more information. Email Attachment Configures a file attachment to be included with each system generated message. This is useful for distributi

Chapter 5: Locations, Groups, Resources, and Combinations This chapter contains information about creating and maintaining locations, groups, resourc

Locations You can create locations to represent geographic locations or specific buildings within a campus-like environment. The Standard Edition of

5. When you have completed configuring the necessary information, click Submit. The location is created and a Location ID is assigned. After you h

Editing a Location You can edit a location to update its information in Resource Scheduler Admin. After a location has been created, new fields are

Click the Quick Reserve tab to use or create Quick Reserve templates. Information on Quick Reserve Templates”. Reserve Templates, please see the sec

Any location to be accessed by a location administrator must have a password created the “Requires assword” checkbox would require users to enter

Accessing the Location Admin Module You can allow one or more individuals to administer a single locationLocation Admin module in the Professional a

Admin. You should send the proper link to the various location administrators ttp://127.0.0.1/RSAdminLoc/Default.asp?LocID=XX e of your web server h

Preface This chapter contains basic information about Resource Scheduler, PeopleCube, and how to use this book. Topics include: ♦ Resource Schedul

Deleting a Location You can delete a location in Resource Scheduler Admin. When you delete a location, all groups and resources within that locati

Regions You can create regions to represent geographic locations for locations, groups and resources in the Professional Edition. For example, if yo

4. Click on New... next to Location Information. A New Location page appears. 5. Enter all of the necessary information. 6. When you have complete

The Resource Configuration Page appears with the location listed under the section Location Information. 4. Under the Region Information section, cl

Time Zone Configures the time zone for that location. Users will be able to click the time zone if you have an internet connection to see the curren

Floorplan Image Configures an image of the floor plan or image of the location using valid HTML "IMG" (image) tag. It is recommended to pl

Location Options Page Fields Below are a list of fields in the Location Options Page and a definition for each field. Field Description Calendar Dis

Schedule Booking Options Do not show Users Disables the appearance of the Attendees tab on the reservation detail screen for locations using default

Email Text Email Footer Configures the email footer for any system generated email. Use this space to include your message. This message is for l

Groups Groups serve to organize similar resources so that they can be found quickly and easily by your end users. You can define common characterist

Resource Scheduler Modules You can enhance your Resource Scheduler Enterprise Edition environment with the following modules: ♦ Service Requests Mo

Editing a Group You can edit a group to update its information in Resource Scheduler Admin. After a group has been created, new options may be avail

Deleting a Group You can delete a group and all of its resources in Resource Scheduler Admin.  To delete a group: 1. Log into the Resource Sched

Group Maintenance Fields Below are a list of fields in the Group Maintenance Page for each tab and a definition for each field. Note that some of th

Everyone Security Group Permissions Administrator Enables any user who belongs to this Security Group to have full administrator rights when schedul

Required Specifies that the UDF is essential for resources in this group. Reservation Prompts Tab Reservation Prompts Selects Resource Characteristic

Resources Resources are physical items that your end users will schedule. You create resources within a group. You can define common characteristic

Editing a Resource You can edit a resource to update its information in Resource Scheduler Admin. After a resource has been created, additional opti

Deleting a Resource You can delete a resource in Resource Scheduler Admin. A resource that has been deleted will still exist in the database until

Resource Maintenance Fields Below are a list of fields in the Resource Maintenance Page and a definition for each field. Field Description Resource

Cost Configures the cost of this resource at the rate specified in the Cost Rate field. This information is used for reporting and analysis. Cost Ra