MACROMEDIA BREEZE 5-MANAGER Manual de usuario

Breeze Manager User Guide

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translated, or converted to any electronic or machine-readable form in whole or in part without written approval from

Macromedia, Inc. Notwithstanding the foregoing, the owner or authorized user of a valid copy of the software with which

this manual was provided may print out one copy of this manual from an electronic version of this manual for the sole

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Acknowledgments

Director: Erick Vera

Project Management: Stephanie Gowin

Writing: Alice Polesky, with additional writing by Mary Burger and Suzanne Smith

Editing: Linda Adler, Geta Carlson, Evelyn Eldridge, Mary Kraemer, Noreen Maher, Anne Szabla, Lisa Stanziano

Production and Editing Management: Patrice O’Neill

Media Design and Production: Adam Barnett, Mario Reynoso, John Francis

Second Edition: June, 2005

Macromedia, Inc.

601 Townsend St.

San Francisco, CA 94103

CONTENTS

INTRODUCTION: Using Breeze Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Breeze Manager users. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Integration with learning management systems . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

System requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

What’s new in Breeze Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

Accessing Breeze Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

About Breeze documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

Additional Macromedia resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

CHAPTER 1: Understanding the Workspace. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

Breeze tab access . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

Breeze tab description . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

Home tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

Breeze terms and concepts. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

Breeze icons. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22

Global Breeze Manager features. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23

CHAPTER 2: About Content . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29

About the Content library . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29

Types of files in the Content library. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29

About Content library permissions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31

Structure of the Content library . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32

Content library activities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33

CHAPTER 3: Working with Content . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35

Navigating the Content library . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35

Searching the Content library . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36

Viewing a Macromedia Breeze Presentation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39

Adding new content to the Content library. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44

Managing content files and folders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45

Viewing the Content Dashboard. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54

Content reports. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55

4 Contents

CHAPTER 4: About Training . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57

Accessing the Training library . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57

About Training library permissions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58

AICC content for courses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59

Viewing the Training Dashboard. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59

Training tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60

CHAPTER 5: Working with Courses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63

Viewing course information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64

Creating a new course . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66

Managing courses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73

Course reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79

CHAPTER 6: Working with Training Curriculums . . . . . . . . . . . . . . . . . . . . . . . . . 81

About curriculum tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82

Creating a curriculum . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83

Viewing and modifying curriculum information . . . . . . . . . . . . . . . . . . . . . . . . . . 90

Adding items to a curriculum . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91

Assigning prerequisites to an item . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94

Assigning test-outs for an item or folder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95

Removing items from a curriculum . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96

Editing curriculum information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96

Specifying or editing completion requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . 97

Viewing curriculum status information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97

Managing enrollees . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98

Sending notification to curriculum enrollees . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99

Deleting a curriculum . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 102

About curriculum reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 103

About setting and removing report filters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107

Downloading curriculum reports. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107

About the Training Dashboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 108

CHAPTER 7: Managing the Training Library. . . . . . . . . . . . . . . . . . . . . . . . . . . . 109

Structure of the Training library . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109

Training library tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 111

Navigating the Training library . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 111

Managing training files and folders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 112

CHAPTER 8: About Meetings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 119

Accessing the Meetings library. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 119

About meeting terminology and attributes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 119

About permissions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 122

Meeting room templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 123

Meeting tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 124

Contents 5

CHAPTER 9: Working with Meetings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 127

Getting information about a meeting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 128

Joining a meeting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 128

Creating a meeting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 129

Working with existing meetings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 134

Viewing the Dashboard. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 141

Meeting reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 142

CHAPTER 10: Managing the Meetings Library . . . . . . . . . . . . . . . . . . . . . . . . . . 143

Structure of the Meetings library . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 143

Navigating the Meetings library. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 145

Searching the Meetings library archives . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 146

Moving and deleting meetings and meeting content . . . . . . . . . . . . . . . . . . . . . . 147

Managing meeting folders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 151

CHAPTER 11: About Seminars . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 159

About licensing for meetings and seminars . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 159

Accessing the Seminar library . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 160

About seminar terminology and attributes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 160

About permissions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 162

Seminar room templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 163

Seminar tasks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 163

CHAPTER 12: Working with Seminars . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 165

Obtaining information about a seminar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 166

Joining a seminar. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 166

Creating a seminar. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 167

Working with existing seminars. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 171

Viewing seminar information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 171

Viewing the Dashboard. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 179

Seminar reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 179

CHAPTER 13: Managing the Seminar Library. . . . . . . . . . . . . . . . . . . . . . . . . . . 181

About the Seminar library . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 181

Navigating the Seminar library . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 182

Searching the Seminar library archives. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 184

Moving and deleting seminars and seminar content . . . . . . . . . . . . . . . . . . . . . . 185

Managing seminar folders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 189

CHAPTER 14: About Events . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 195

When to create events . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 195

Event life cycle. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 196

Pre-event tasks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 196

In-event tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 198

Post-Event Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 198

Event tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 199

6 Contents

CHAPTER 15: Working with Events . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 201

Creating an event . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 201

Previewing and modifying registration and event pages . . . . . . . . . . . . . . . . . . . . 210

Publishing events. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 214

Changing an existing event . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 214

Event follow-up. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 218

Event reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 218

Joining events as a participant . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 219

CHAPTER 16: Managing the Event Library. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 221

Navigating the Event library . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 221

Viewing information about an event . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 223

Moving an event . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 224

Deleting an event . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 225

Editing event information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 225

Managing event participants . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 226

Sending event invitations. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 229

Managing event folders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 230

CHAPTER 17: About Administration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 235

Administration workflow. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 235

Account management activities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 236

User management activities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 236

CHAPTER 18: Managing the Breeze Account . . . . . . . . . . . . . . . . . . . . . . . . . . 237

About your organization’s Breeze account . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 237

Editing Breeze account information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 240

Customizing Breeze. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 241

Viewing the Administration Dashboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 246

Viewing your account reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 246

CHAPTER 19: Working with Users and Groups . . . . . . . . . . . . . . . . . . . . . . . . . 255

Breeze permissions architecture . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 255

Types of groups and group permissions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 258

Library activities and their permissions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 264

Customizing user profile fields . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 272

Managing login and password parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 275

Breeze account creation workflow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 275

Working with LDAP-acquired users and groups . . . . . . . . . . . . . . . . . . . . . . . . . 276

Importing user and groups CSV files. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 276

Creating groups manually . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 280

Creating a new user manually . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 282

Setting custom permissions for the Breeze libraries . . . . . . . . . . . . . . . . . . . . . . . 285

Changing and viewing information for existing users . . . . . . . . . . . . . . . . . . . . . 286

Viewing and changing information for existing groups . . . . . . . . . . . . . . . . . . . . 292

INDEX . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 297

INTRODUCTION

Using Breeze Manager

Breeze Manager is a web application that acts as an access and control point for all Macromedia

Breeze applications. Breeze Manager allows you to set up and manage meetings, seminars, and

training courses and curriculums, as well as manage content that can be shared through meetings,

presentations, training courses, and events.

In addition, the user management component of Breeze Manager enables you to set access

permissions for both the users of this content and the content itself.

Note: Not everyone can use all the Breeze Manager features. The features you can access depend

on your Breeze configuration and your permissions.

Breeze Manager users

You use different features of Breeze Manager depending on your user needs. Breeze users are

divided into the following groups:

•“Meeting Hosts” on page 7

•“Authors” on page 8

•“Training Managers” on page 8

•“Seminar Hosts” on page 8

•“Event Managers” on page 8

•“Administrators” on page 8

Meeting Hosts

This group includes administrative assistants, managers, and everyone in an organization who can

create Breeze Meetings. You do not need Breeze Manager to attend such a meeting; all you need is

the meeting URL. However, in many cases, you can enter a Breeze Meeting from Breeze Manager

as well. For background information about meetings, see Chapter 8, “About Meetings,” on

page 119. For instructions on joining, creating, or modifying meetings, see Chapter 9, “Working

with Meetings,” on page 127.

8 Introduction: Using Breeze Manager

Authors

An author is anyone who uploads content to the Breeze server. Content can include files created

in Breeze Presenter, Macromedia Captivate, or any other content uploaded to the Breeze Content

library. For information on the types of files you can upload to Breeze, see “Types of files in the

Content library” on page 29.

For information on working with Macromedia Breeze Presenter, see Breeze Presenter User Guide.

Once the file conversion is complete, see Chapter 3, “Working with Content,” on page 35. This

chapter explains how to work with content files. In addition, the chapter includes instructions for

viewing presentations, since a completed presentation can be viewed from the Content library—

not only at the meeting, but any time thereafter—by those who have the proper permissions.

Training Managers

Breeze refers to trainers as “training managers.” This group includes anyone developing courses

and curriculums. If you are a trainer or course manager, see, Chapter 5, “Working with Courses,”

on page 63, Chapter 6, “Working with Training Curriculums,” on page 81, and Chapter 7,

“Managing the Training Library,” on page 109.

Seminar Hosts

This group includes individuals who present seminars. A seminar is a special kind of meeting with

its own attributes and licensing structure. For information on seminars, see Chapter 11, “About

Seminars,” on page 159. For instructions on creating and changing seminars, see Chapter 12,

“Working with Seminars,” on page 165; for information on managing seminar files, see

Chapter 13, “Managing the Seminar Library,” on page 181.

Event Managers

This group includes anyone who organizes events. An event can be any meeting, presentation,

course, curriculum, or seminar that requires registration and generates reports with participant

tracking information. For a description of events, see Chapter 14, “About Events,” on page 195.

For procedures on creating and managing events, see Chapter 15, “Working with Events,” on

page 201 and Chapter 16, “Managing the Event Library,” on page 221. If your event also includes

a presentation, see Chapter 3, “Working with Content,” on page 35.

Administrators

This group consists of the users who manage the Breeze application for the entire organization. As

such, administrators are responsible for customizing Breeze’s appearance for their organization

and managing all aspects of Breeze accounts. This includes performing any task that account and

user management entails, such as creating custom user groups and assigning users to these, as well

as to the Breeze built-in groups. If you are an administrator, see Chapter 17, “About

Administration,” on page 235, Chapter 18, “Managing the Breeze Account,” on page 237, and

Chapter 19, “Working with Users and Groups,” on page 255.

What’s new in Breeze Manager 9

Integration with learning management systems

Enterprises can integrate Breeze content with their learning management systems (LMSs). Breeze

supports the two standard LMS communication protocols:

•Aviation Industry CBT Committee (AICC) with HTTP AICC Communication Protocol

(HACP), versions 2.0 through 3.5

•Sharable Content Object Reference Model (SCORM), version 1.2

You can select the appropriate LMS communication protocol when you publish content in Breeze

Presenter. For more details, see Breeze Presenter User Guide.

System requirements

To use Breeze Manager you need the following:

•An Internet connection

•One of the supported operating systems listed at www.macromedia.com/go/breeze_sysreqs

•One of the supported browsers listed at www.macromedia.com/go/breeze_sysreqs

•Macromedia Flash Player 6 (6.0.65) or later as a browser plug-in

Note: Macromedia Flash Player is standard in most browsers. You can find out what version of

Flash Player you have at the Test Macromedia Web Players page at www.macromedia.com/

software/flash/about/.

•A sound card and speakers for listening to audio accompanying presentations or broadcasts by

other meeting participants

•(Optional) A microphone to broadcast audio to other meeting participants or record narration

for Breeze Presentations

•(Optional) A web camera to broadcast video to other meeting participants

For complete Breeze system requirements and recommendations, see www.macromedia.com/go/

breeze_sysreqs.

What’s new in Breeze Manager

Breeze Manager 5.0 not only provides new and improved functionality for all the current users; it

also has new features and new functionality for new kinds of users. For information on these, see

the following:

•“New Breeze Manager tabs” on page 10

•“General application additions and enhancements” on page 10

•“New features for Breeze administrators” on page 11

•“New features for Breeze authors” on page 11

•“New features for Breeze trainers” on page 12

10 Introduction: Using Breeze Manager

New Breeze Manager tabs

There are four new tabs, each representing a new functionality, that have been added to the Breeze

Manager interface:

•Training tab. This tab replaces and incorporates all the features from the previous Courses tab,

but also adds the ability to create and manage curriculums as well. See Chapter 6, “Working

with Training Curriculums,” on page 81.

•Seminar Rooms tab. A seminar room is a type of meeting room that is used to hold large live

events. See Chapter 11, “About Seminars,” on page 159, Chapter 12, “Working with

Seminars,” on page 165, and Chapter 13, “Managing the Seminar Library,” on page 181.

•Event Management tab. An event can be any meeting, training, seminar, or presentation that

requires registration and special reporting data. Since it is normally used to manage a large

number of users at a time, the events functionality enables you to do bulk imports of large user

lists via CSV (comma separated values) files. In addition, event reports include special features

for participant data. See Chapter 14, “About Events,” on page 195, Chapter 15, “Working

with Events,” on page 201, and Chapter 16, “Managing the Event Library,” on page 221.

•Administration tab. This tab combines the account administrator, reporting, and user

management (the former Accounts, Reports, and Users tabs) functions used by Breeze

administrators, with several new features and enhancements added. See “New features for

Breeze administrators” on page 11, as well as Chapter 17, “About Administration,” on

page 235, Chapter 18, “Managing the Breeze Account,” on page 237, and Chapter 19,

“Working with Users and Groups,” on page 255.

In addition, the Reports tab has been removed because the reporting functionality has been

moved into the individual tabs. Report functionality has been considerably enhanced; see

“Reporting features” on page 10.

General application additions and enhancements

Breeze 5.0 has a new user interface, which makes Breeze Manager easier to use, and includes some

additional features. For information about this, see Chapter 1, “Understanding the Workspace,”

on page 15.

Reporting features

All the Breeze Manager functionalities have increased reporting capabilities, including the ability

to set report filters and download or print reports.

A completely new reporting feature is the Dashboard. This feature provides a dashboard for each

tab, with a graphical representation of statistical information relevant to the tab’s function. Each

Dashboard allows you to drill down to view more information on a specific item.

List navigation

Any list of user and group names that you use now has a Search button that enables you to locate

a name in the list. You can also expand a group in a list to see the members, as well as select

multiple names.

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