MACROMEDIA BREEZE 5-MANAGER User manual

Breeze Manager User Guide

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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

3
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

7
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.