Table of Contents - Columbia University
Contents
1. Actions Namew Code Status ee Create new Group activate _ ea Administrators ADMINISTRATORS lv ACTIVE delete Athletics athletics 4 ACTIVE if C seleta all Barnard Advisors barnard_advisors lv ACTIVE select none Barnard College Events barnard_college_events SV ACTIVE Views CC DSA Approvers X DISABL ali 228 CC DSA Authors X DISAE Active 211 Disabled 17 CC Office of Undergraduate Admissions x Search CCE Administrators ece_admin SV ACTIVE Search for a CCE Approvers cce_approve Vf ACTIVE CCE Center for Career Education cce Y ACTIVE nt Microsof Creating a new group or modifying an existing group Affiliating a Group with an Audience Once you have saved a new group or selected an existing group select the yellow Audiences button under the blue Groups tab NOTE Be sure that you have created all relevant audiences before you affiliate the group with its audiences e Under the Views menu on the left select non affiliated to view all the audiences that currently have no relationship with this group e Select the box to the left of the desired audience and check the appropriate boxes to the right of the audience name For definitions of the options see Definitions of Terms on p 13 e Select the box to the left of the Public Everyone group and check the Constituent column to the right of the group name e Under the Actions menu on the left select save2. Qh E tps ficolendar columbia edujsundialfpriviindex php datestart 2008 03 019 2000 3A00 3A008WiEr SS Be G 209 2 ey March 2008 6o ILA Sunday Monday Tuesday Wednesday Thursday Friday Saturday P 1 9 00 AM Center for Career Education Career Detours When Plan A Doesn t Work End Day Events International Career Fair 2008 gt E Als Ris Als Ale Al Ale A 5 00 PM 12 30 PM 11 00 AM 12 30 PM 3 30 PM Making The Career MTA New York Career Baruch Most of the Education City Transit Education College s Career Fair Power Half Capital Power Half School of Public Hours Program Hours Affairs Career Management Fair sanci Career Fair Center for Career 12 30 PM Education Career Career Education j em Essentials for Power Half k E Done calendar columbia edu Eh Documenti The calendar you will see upon logging in to Sundial Above the calendar you will see yellow buttons that take you to Admin Preferences Templating Publishing and Messages menus SETTING UP A NEW AUDIENCE GROUP AND USERS When creating an entirely new calendar audience with new groups and new or existing users it is best to complete the set up in the following order 1 Create new group s If users for group already exist add now If users for group need to be created add later 2 Create new audience s Affiliate new audience s with existing groups
3. Table of Contents Understanding Sundial and Delegated Administration 2 Setting Up New Audiences Groups and Users 3 Creating a New Group 4 Affiliating a Group with an Audience 5 Affiliated a Group with Types Sponsors or Sites 6 Adding Members to a Group 6 Creating a New Audience 7 Affiliating an Audience with Groups 8 Creating a New User 9 Affiliating a User with Groups 10 Giving Default Permissions to Groups for a User 11 Changing User Preferences 12 Delegating Administrative Privileges 12 Definitions of Terms 13 Frequently Asked Questions 14 Where to Go for Additional Support 16 This manual was produced at Columbia University by Student and Administrative Services in collaboration with Columbia College Information Technology CCIT and Columbia University Information Technology CUIT March 2008 What is Sundial Sundial is a comprehensive and scalable calendaring system providing distributed authorship information approval workflows mass personalization development interfaces registration management and e commerce within a mature security model The hierarchical permissions that govern Sundial use are established mainly on the group level Groups are composed of any number of members users A Sundial administrator gives groups the ability to suggest or approve events to particular audiences calendars An administrator also gives groups the ability to view modify or own events created by particular users What i
4. Center for Archeology Events Calend x select all all Center for Career Education oe ACTIVE select none Center for Career Education Alumni Career Development X DISABLED Views Center for Career Education Employers cce_ X DISABLED all 118 Center for Career Education Graduate Student Career Development X DISABLED active 96 O Disabled 22 Center for Career Education Undergraduate Career Development X DISABLED Search Center for Globalization and Sustainable Development Events Calendar center_develop ACTIVE Search for Center for New Media Teaching and Learning Events Calendar centri Vf ACTIVE Chemical Engineering Private Calendar chem_eng_private ACTIVE Fal Creating or modifying an existing audience Affiliating an Audience with Groups Once you have saved a new audience or selected an existing audience select the yellow Affiliates button under the blue Audiences tab NOTE Be sure that you have created all relevant groups before you affiliate the audience with its groups e Under the Views menu on the left select non affiliated to view all the groups that currently have no relationship with this audience e Select the box to the left of the group you would like to affiliate with the audience Check the appropriate boxes to the right of the group name For definitions of the options see Definitions of Terms on p 13 e Under the Actions menu on th
5. privileges NOTE If you have already set this affiliation when you created or modified the audience the affiliation will appear as Affiliated under the Views menu on the left Security Group Manager Modify Committee on Global Thoughts Target Audiences Mozilla Firefox DER e Edt View History Bookmarks Tools Help Ei GQ EE ites icalendar columbia edulsundialfadminindex php nav Groups Audiencestgroupld 1347 al gt C a 5 Sundial L Security Group Manager Modify C3 nm Group Manager DU Modify Committee on Global Thought s Target Audiences Actions g Roles G Target Audience Name w Target Audience Code Constituent Suggestor Approver Subscriber Owner di di di bscrib save privileges 7 T REPET 5 ramova Columbia University Events Calendar cu_all affiliation i i Columbia University Featured Events oy featured 7 Calendar select all columbia University Medical Center cumc_all a salet none Events Calendar Views Community Calendar community_calendar 7 Department of Anthropology Events all 96 Eei dept_anthro_cal a affiliated 16 ETT pak non affiliated 80 Pet Economies Pe econ_public_calendar 7 Search Department of Philosophy Events F opar dept_phil_cal a Search for
6. Event Event Attendee Registrants Registrants Registrants Registrants save selected athletios A remove selected Barnard Advisors A Barnard College select all Events select none CCE Administrators Views CCE Approvers all 210 CCE Center for Granted Career Education Permissions 0 0 Center for Not Granted Archaeology TAG Permissions 210 Center for Archeology Search Approvers Search for Center for Homelessness LJ Prevention Studies Center for New Media Teaching and Learning _ Approvers v Done calendar columbia edu eg Start Even A TY Document Microsof ng R 1044M Giving default permissions to groups for a user s events 11 Changing User Preferences A user can change his or her own preferences including notification preferences through the yellow preferences button on the Sundial homepage However an administrator may also change a user s preferences Select the blue users tab and open the user s account Edit preferences under the yellow preferences button Delegating Administrative Privileges Delegatable creation privileges give a user the ability to create a new object e g user security group event type etc and then administer this object The creator of an object holds the Administrator role which provides them object administration privileges To delegate one or more privileges to a user e Select the user s account under the blue user
7. a Department of Political Science Events Jept_poli_sci_cal J Calendar Pao Department of Sociology Events Manteca gt Calendar Pt_soc_ 3 lt gt Done calendar columbia edu Affiliating a group with audiences Affiliating a Group with Types Sponsors or Sites Once you have saved a new group or selected an existing group select the yellow Types Sponsors or Sites button under the blue Groups tab NOTE Be sure that you have created all relevant types sponsors or sites before you affiliate the group with these items To create types sponsors or sites use the blue navigation e Under the Views menu on the left select non affiliated to view all the types sponsors or sites that currently have no relationship with this group e Select the box to the left of the item you would like to affiliate with the group To give the group permission to use this item select use flag to the right of the selected item name To give the group permission to own this item select owner flag to the right of the selected item name e Under the Actions menu on the left select save selected Adding Members to a Group Once you have saved a new group or selected an existing group select the yellow Members button under the blue Groups tab NOTE Be sure that you have created all relevant users before you add them to the group e Under the Views menu on the left select non affilia
8. and with the group s just created 3 Create new user accounts Affiliate each user with group s and give default permissions to groups for each user s events Creating a New Group Select the blue Groups tab e Select the green Create new Group option e Create a code for the group with no spaces e Ifthe members of this group will be Columbia affiliates with UNIs select Columbia University as the group s namespace If any of the members do not have UNIs select local as the group s namespace e Create a group name Be sure to indicate in the name the school or division to which the group belongs Also indicate whether this group is for suggestors approvers administrators or all relevant users e Provide a contact email e Enter the contact name and any other details in the description field Save your work at the bottom of the page Security Group Manager Create New amp Modify Existing Security Groups Mozilla Firefox Ele Edit View History Bookmarks Tools Help gt Gy EE bitps ticatendr colunbia edujsundial adninyindex php nav Grouns Sjela rss 1 Sundial L Security Group Manager Create 3 Home Musers Groups Audiences Types Sponsors Sites E commerce Keo Group Manager gg Create New amp Modify Existing Security Groups
9. ave your listing at the bottom of the page You can always return to the listing by finding the event in the main calendar on the Sundial homepage What are permissions The Default Permissions page allows an administrator to grant permission to groups so that they have varying levels of control over a user s event When a user creates an event in Sundial he or she is the only person able to view modify edit or own publish this event unless he or she has granted permissions to others Permission are granted on behalf of individual users to groups rather than to other individual users Therefore anyone in the group to which you have granted permissions can view modify or own your event depending on the level of permission you have granted the group This means that if you would like all other users in a particular user s group to be able to view modify or own that user s event you must give the group these permissions in the default permissions tab How do I gain permission to modify an event created by a user that I do not administrate A user can give non affiliated groups permission to modify an event that he or she has created on the individual event level The user can select the yellow permissions tab under edit event to give selected permissions to a particular group A user who now works in my division has a Sundial account from a previous position How can I set up this user with his or her new permiss
10. e left select save privileges NOTE If you have already set this affiliation when you created or modified the group the affiliation will appear as Affiliated under the Views menu on the left Target Audience Manager Assign and Modify the Roles of Security Groups for the Center for Career Education Target Audience Mozilla Firefox fe felix File Edit View History Bookmarks Tools Help gt GQ EE ites ticatendar columbia edufsundialfacminvindex php nav Audiences Afllatestaudienceld 87 Sfr cov S Ni 5 Sundial L a Target Audience Manager Assig E3 IHome Musers Groups Audiences Types sponsors MSite Target Audience Manager Assign and Modify the Roles of Security Groups for the Center for Career Education Target Audience Actions _ Roles ae Group Name w Group Code Constituent Suggestor Approver Subscriber Administrator save privileges T T T TORR z J SE E CCE Administrators ece admin A H E Ken a filiation CCE Approvers cce_approve a a ao select all CCE Center for Career Education oce a select none aa a a a ziz DSA Office of SDA dsa_sda v views i Office of Fellowships office_fellowships a all 210 i affiliated 5 O Non affiliated 205 Search Searc
11. h for ee j SE CCIT Ma Done Calendar columbia edu i an E Document ng R 10 42am Affiliating an audience with groups Creating a New User Select the blue Users tab e Select the green Create new User button e Fill in first name last name and email e User name UNI or if user has no UNI create a user name e Namespace select Columbia University if the user has a UNL If not select local and create a password for the local user You will need to communicate this password to the user e Sponsor select Columbia University or if present an alternate sponsor e Account Expires use this feature if you would like this user s account to expire on a certain date Save your work at the bottom of the page NOTE Remember to put the user in the appropriate groups and to give the appropriate groups default permissions to this user s events User Account Manager Modify User Account Mathilda McGee Tubb Columbia University mm3369 Mozilla Firefox File Edit View History Bookmarks Tools Help gt GQ EE tesiticatendar columbia edufsundialfacminindex php nav Users Detailuuserld 1568 Sfl Czo S 15 Sundial SB user account Manager Modify 3 Re Home users MGroups Audiences Types Sponsors Sites E commerce User Account Manager Modify User Account Mathilda McGee Tubb Columbia Unive
12. inistrator who will put you in touch with the administrator of that particular calendar While I find my event in Sundial it s not on the main events calendar Why not When you suggest your event to an audience calendar for which you are not an approver your event goes into a queue that the audience s approver checks regularly It can often take a few days for an event to be approved to a calendar and frequently events are approved to the University Events Calendar only if they are occurring in the next thirty days If you suggested your event more than four days ago and your event is occurring within thirty days contact the University Events Calendar at eventscalendar columbia edu with the name and date of the event How do I turn off email notifications To change your notification preferences or other user preferences use the yellow preferences tab on the Sundial homepage 15 Where is the URL for my event listing Why doesn t my event URL work After you have saved your event listing you will see the URL for your listing at the top of the Edit Event page This URL will work only if the event is published to a calendar even if it is a private calendar I am not able to select the event types that I requested How do I gain access to these types You have likely not been given permissions to use your types this may be the case if your types were created for you rather than by you To gain these permissions co
13. ions and affiliations You will need to ask one of the central Sundial administrators on the Sundial support team to delete the user s account You can then recreate the account with the appropriate affiliations and permissions 14 Frequently Asked Questions by Users I capped the registration for my event at 415 420 people have registered but the waitlist reads 0 Whats wrong The 420 includes people who have cancelled their registration Under the Manage Registrants tab look at the number of registrants classified as Active If your waitlist has not been started yet this active number of registrants will be below your registration cap I would like to publicize a concert series a theater run or another on going event How do I do this You can either create multiple event listings for each performance or create one event with start and end dates that reflect the whole run To create multiple event listings you can create a duplicate of your original event and edit only the changed fields Under Edit Event select copy paste Once you have created the duplicate find the copy in the main Sundial calendar under the original listing I do not see calendar as an option in the publishing section How can I suggest an event to this calendar You have permissions to suggest only to audiences calendars with which you are affiliated To gain suggestor privileges to another calendar contact your Sundial adm
14. not currently have permissions to edit this user s events e Find the appropriate approvers or administrators group as well as any groups that the user currently belongs to Check the box to the left of the group names and check the box in the column that reads Own Event to the right of the group names All other boxes in the selected rows will automatically be checked This action gives other members of these selected groups permission to modify events created by this user For definitions of the options see Definitions of Terms on p 13 e Under the Actions menu on the left select save selected Event Permissions Mathilda McGee Tubb Mozilla Firefox DER File Edit View History Bookmarks Tools Help E GQ EE tes icalendar columbia edulsundialfadminindex phn nav Users Default Permissionstuserld 1568 S gt G 2 5 Sundial 1 Event Permissions Mathilda Mc 3 _ ka R Home Users Groups Audiences Types Sponsors MSites ME commerce Event Permissions Mathilda McGee Tubb You can specify the permissions of each group associated with the event gt gt Tell me more hai View Modify Own Public iew Modify mail Export rons Group Name Event
15. ntact your Sundial administrator NEED ADDITIONAL HELP OR SUPPORT Visit the online user manual for Sundial at https calendar columbia edu sundial docs You can also email the Sundial support team at sundial help columbia edu or through the Request Support link in Sundial If you have questions about whether your event has been published to a particular calendar email eventscalendar columbia edu 16
16. rs affiliate with audiences types sponsors User level groups and sites Member Grants membership in group but no Group level members administrative privileges to a user User level groups Administrator Grants membership and administrative Group level members privileges for that group to a user User level groups Default Permissions Allows members of a group to have select User level default permissions permissions for a user s events View Event View but not modify an event User level default permissions Modify Event Modify an event but not its registrants User level default permissions Own Event Gives all permissions to the group User level default permissions Public Attendee Makes registrants viewable to group User level default permissions View Registrants View but not modify registrants and User level default permissions event Modify Registrants View and modify registrants but not User level default permissions event Email or Export Email or export registrants but not User level default permissions Registrants modify event or registrants Audiences Calendars that hold event listings as Audience level affiliates pending confirmed etc groups manage Group level audiences audiences through relationships below Constituent Audience level affiliates Group level audiences Suggestor Group members have ability to sugges
17. rsity mm3369 USER INFORMATION First Name fmathilda Last Name McGee Tubb Email mm3369 columbia e SUNDIAL OPTIONS User Name mm3369 Alphanumerics and underscores only Namespace Columbia University Sponsor E Student Services x User Comments Account Expires i at the end of the day on 05 B a Done calendar columbia edu f Th Documenti Creating a new user Affiliating a User with Groups Once you have saved a new user account or selected an existing user select the yellow Groups button under the blue Users tab NOTE Be sure that you have created all relevant groups before you affiliate the user with his or her groups e Under the Views menu on the left select non affiliated to view the groups with which this user is not currently affiliated e Scroll down to select the appropriate group s e Select the box to the left of the group name and select the member box to the right of the group name e Under the Actions menu on the left select save privileges User Account Manager Modify Mathilda McGee Tubb Columbia University mm3369 s Security Group Membership Mozilla Firefox DEK File Edit View History Bookmarks Tools Help 2s GQ EE tes ticatendar columbia edufsundialfacminvindex php nav Users GroupsBuserld 1568 Sfr Czo S Home Users Groups Audiences Types sponsors Sit U
18. s tab e Select the yellow Details button and expand the Delegatable Administrative Privileges section e Select the privileges you wish to grant the user e Save your selection Eek File Edit View History Bookmarks Tools Help s A EE https jcalendar columbia edu sundialjadmin index php nav Users Detals user1d 1568 afle a a 5 sundal i User Account Manager Modify C3 a Namespace Columbia University 3 Sponsor E Student Services v User Comments Account Expires i at the end of the day on 5 201 5 EGATED PRIVILEGES Checking any box below grants this user the described powerful privilege within Sundial Grant this user the power to Add Users the ability to create new Sundial users Modify Users the ability to modify existing Sundial users Add Groups the ability to create new security groups Add Types the ability to create new Event Types Add Audiences C the ability to create new Target Audiences Add Sponsors the ability to create new Event Sponsors Add Sites the ability to create new Event Sites Add Merchant Accounts the ability to create new Merchant Accounts save cancel delete user Delegating administrative privileges 12 Definitions of Terms Term Definition Permissions Granted Area of Application Groups Groups are composed of users groups Group level membe
19. s Delegated Administration Through delegated administration central Sundial administrators can distribute select administrative privileges to users or groups and provide a limited ability to administrate select aspects of Sundial Delegated administration enables departments schools institutes and divisions to manage their own groups users and audiences With delegated administrative privileges a local administrator can establish a system of users groups target audiences event types event sites and event sponsors that can largely operate independently without the need for additional administrative support from the central Sundial administrators Delegated administration is done through the yellow Admin button at the top left corner of the post log in screen in Sundial Sundial Administration Home Mozilla Firefox File Edit View History Bookmarks Tools Help GQ EE ites ticalendar columbia edu sundialfadminjindex php afela Cz A L Sundial ai Sundial Administration Home G Home Musers Groups Audiences Types Sponsors Sites E commerce amp amp User Accounts Security Groups Event Sponsors Event Types Site Collections Target Audiences Use these icons and tabs to navigate the administrative sections of Sundial 2 Sundial Mozilla Firefox BA File Edit View History Bookmarks Tools Help E
20. ser Account Manager Modify Mathilda McGee Tubb Columbia University mm3369 s Security Group Membership Roles Se Security Group Name w Security Group Code Member Administrator save privileges T T oa Leave prvMeges z a Administrators ADMINISTRATORS afiliation Barnard Advisors barnard_advisors wz select all Community Impact Advisors community_impact_advisors m select none i r E CUMC Institute of Human Nutrition institute_human_nutrition lv Views Department of Astronomy dept_astronomy F AIO DSA OSGA Ad d d iv imanis visors sa_osga_advisors O non affiliated 194 DSA OMA Approvers dsa_oma g Search General Studies Student Council Approvers gssc_approvers F Search for petem alfa f x Hillel Advisors hillel_advisors F IRB Authors Group irb_authors M o P Done calendar columbia edu anag t mm R 10 43am Affiliating a user with groups 10 Giving Default Permissions to Groups for a User s Events Once you have saved a user s group affiliation select the yellow Default Permissions button under the blue Users tab Default Permissions gives certain groups access to this user s events e Under the Views menu on the left select Not Granted Permissions to view the list of groups that do
21. t Audience level affiliates events to the audience Group level audiences Approver Group members have ability to approve Audience level affiliates events to the audience Group level audiences Subscriber Audience level affiliates Group level audiences Owner Group members own administrate the Audience level affiliates audience Group level audiences Descriptors Types Categories that classify events often Type level appear as filters on live calendars can be Group level types affiliated with groups users or events User level preferences Sponsors Designates primary sponsor can be Sponsor level affiliated with groups users or events Group level sponsors User level preferences Sites Location categories for events can Sites level appear as a filter on a live calendar can Group level sites be affiliated with groups users or events User level preferences Use Flag Allows group to use the selected type Type sponsor or site level sponsor or site descriptor Group level Owner Flag Allows group to administer own the Type sponsor or site level selected type sponsor or site descriptor Group level 13 Frequently Asked Questions by Administrators How do I create an event listing To create a new event listing select the yellow add event tab from the Sundial homepage Include all relevant information in the appropriate fields and be sure to select an audience calendar for the event S
22. ted to view all the members that are currently not affiliated with this group e Select the box to the left of the user you would like to add to the group and select the member box to the right of the user s name e Under the Actions menu on the left select save privileges NOTE If you have already set this affiliation when you created or modified the user account the affiliation will appear as Affiliated under the Views menu on the left Creating a New Audience Select the blue Audiences tab e Select the green Create new Audience button e Create a code for the group i e global_thought with no spaces e Enter the audience s name i e Committee on Global Thought Calendar e Provide a contact name in the description field Save your work at the bottom of the page Target Audience Manager Create New amp Modify Existing Target Audiences Mozilla Firefox File Edit View History Bookmarks Tools Help Home Users Groups Audiences Types sponsors Sites E commerce Target Audience Manager Create New amp Modify Existing Target Audiences Name w Code Status Actions Create new Audience activate f ERTA Center for Archaeology TAG arehtao ACTIVE E SS el Center for Archeology Events Calendar DISABLED delete
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