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.

What’s new in Breeze Manager 11
Custom URLs
You can now create a custom URL for your meetings, training, events, presentations, or seminars
that is easy to remember. This name is appended to the domain name of your server, and is
created when you set up the meeting, training, event, or seminar, as explained in the relevant
chapters of this guide. For information on custom URLs, see “Custom URLs” on page 24.
Custom branding
The branding functionality for Breeze has been enhanced so you can incorporate your
organization’s identity throughout Breeze. You can apply color schemes and logos to your pages,
including login pages and Breeze Manager, Breeze Presentations, and Breeze Meeting pages.
New features for Breeze administrators
In addition to the features mentioned earlier, Breeze 5.0 now has enhanced and expanded both
the user management and account management aspects of account administration.
User management
This Breeze release has improved the user interface to make user and group management easier.
You can also now define managers and team members for Breeze users, as well as customize the
attributes you want to include on user profiles.
In addition, there are two new ways to add users and groups into Breeze. Both of these make user
management much easier:
•Administrators can now import users and groups into Breeze using CSV files. See “Importing
user and groups CSV files” on page 276.
•Breeze now supports Lightweight Directory Access Protocol (LDAP) synchronization. See
“Working with LDAP-acquired users and groups” on page 276.
Account management
Breeze now enables policies for management of passwords and administrator password resets that
are consistent with industry best practices. These policies are enforced across the Breeze
applications and allow administrators to align Breeze with their existing security policies.
For details, see Chapter 18, “Managing the Breeze Account,” on page 237.
New features for Breeze authors
You can now upload web pages, Captivate files, and other new file types to the Content library. In
addition, there is a new interface for viewing presentations. For details, see Chapter 3, “Working
with Content,” on page 35.

12 Introduction: Using Breeze Manager
New features for Breeze trainers
Breeze training now includes the new curriculum functionality. With it, you can group courses
and add Breeze content, presentations, events, meetings, and courses, as well as learning content
external to Breeze, such as classroom training and required reading. You can also define
prerequisites for a curriculum, and you can design your program so that users can “test out” of
certain subjects by proving mastery in related subjects.
As users complete items in the curriculum, you can track their progress and generate reports,
thereby ensuring that the curriculum meets the learning objectives.
For details, see Chapter 4, “About Training,” on page 57.
Accessing Breeze Manager
Every Breeze user receives an organization-specific Breeze Manager URL, along with a Breeze user
name and a modifiable password, in an e-mail sent out by their organization’s Breeze
administrator. You access Breeze Manager by typing this Breeze Manager URL in a browser
window, and then logging in to Breeze, as described below.
Note: If you have Macromedia Breeze Presenter or Macromedia Captivate installed, you can also use
the Publish option to upload content to the Content library. For more details, see the Breeze Presenter
User Guide.
To access Breeze Manager:
1. In a browser window, enter the URL provided by your Breeze administrator or included in the
Welcome email.
2. On the Login page, enter your Breeze user name and password.
3. Click the Submit button.
Breeze Manager appears. For a description of the Breeze Manager user interface, see Chapter 1,
“Understanding the Workspace,” on page 15.
About Breeze documentation
In addition to the Breeze Manager User Guide, Breeze user documentation consists of the
following guides:
Breeze Meeting User Guide for Hosts and Presenters/Participants This guide is for
participants and presenters in a Breeze Meeting. There are two versions: Breeze Meeting User
Guide for Hosts and Presenters and Breeze Meeting User Guide for Participants. You can access these
guides from within a Breeze meeting by selecting Meeting > Help.
Breeze Presenter User Guide This guide is for Breeze users who use the Breeze PowerPoint
plug-in, Breeze Presenter. It provides for installing the program, creating presentations, designing
the look of presentations, adding audio, including quizzes, publishing to the Breeze server, and
working with presentations in Breeze. You can access this guide by clicking Help from the Breeze
menu in PowerPoint.

Additional Macromedia resources 13
Additional Macromedia resources
More information is available from the following websites:
Breeze Resource Center The Breeze Resource Center is updated regularly with tutorials,
simulations, best-practices information, and links to procedures. Check the website at
www.macromedia.com/resources/breeze.
Breeze Product Center The Breeze Product Center is updated regularly with the latest
information on Breeze, including FAQs, white papers, testimonials, and tips. Check the website
often for the latest news on Breeze at www.macromedia.com/software/breeze.
Breeze Support Center The Breeze Support Center contains the latest support information,
including TechNotes, Breeze presentation tutorials, and support program details. Check the
website often for the latest Breeze support information at www.macromedia.com/support/breeze.
Breeze Developer Center The Breeze Developer Center provides information for Breeze
developers on extending Breeze and developing Breeze applications, at www.macromedia.com/
devnet/breeze.

14 Introduction: Using Breeze Manager

15
CHAPTER 1
Understanding the Workspace
The Macromedia Breeze Manager is the web application that enables users to manage content
and create meetings, events, courses, and much more.
The full Breeze Manager application user interface consists of seven tabs (also called pages),
each associated with a particular function and application, as the following illustration shows.
This chapter describes the tabs, and also explains some features and concepts that are common
across Breeze.

16 Chapter 1: Understanding the Workspace
Breeze tab access
You might not see all seven tabs on your own interface. This is because your organization has not
purchased the applications associated with particular tabs. If your organization has purchased a
specific Breeze application, it is visible in your Breeze Manager window, but you might get an
error message when you click on the tab to access it. If this happens, it means that you were not
assigned access privileges for this application. Breeze is a permissions-based system, so you cannot
access applications for which you do not have permission, although these applications are
available to other Breeze users in your organization. The same is true for any file or folder that you
cannot access. For example, although you can access your own folder on a specific tab, you might
get an error message if you try to access one for which you do not have permissions.
A user gains access to a tab when an administrator assigns the user to a built-in group that has
permission to access the tab. For a description of built-in groups, see “Built-in groups”
on page 259.
Breeze tab description
The tabs and their associated applications are:
•Home tab, the only tab accessible to all Breeze Manager users. It enables users to perform
various tasks related to their specific Breeze account. This chapter describes the Home tab in
detail. See “Home tab” on page 17.
•Content tab, for users to manage content that can be used for presentations, training,
meetings, and seminars. The Content tab contains the Content library, a set of Content folders
and files. In Breeze, users who create content are called authors. However, the Content tab is
available for all users with appropriate access permissions. For information about working with
content and the Content library, see Chapter 2, “About Content,” on page 29 and Chapter 3,
“Working with Content,” on page 35.
•Training tab, associated with courses and curriculums. If you use this tab to create courses and
curriculums, Breeze refers to you as a training manager. For information about the Training tab
and everything you can use it for, see Chapter 4, “About Training,” on page 57, 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.
•Meetings tab, used to create and manage meetings. If you can create meetings that appear on
this tab, you are a Breeze Meeting host. For information, see Chapter 8, “About Meetings,” on
page 119, Chapter 9, “Working with Meetings,” on page 127, and Chapter 10, “Managing the
Meetings Library,” on page 143.
•Seminar Rooms tab, used to create and manage seminars, a special type of Breeze Meeting with
its own requirements. This tab is accessible to seminar hosts; for details, 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.

Home tab 17
•Event Management tab, associated with events, which can be any Breeze Meeting, training,
presentation, or seminar that requires registration and special reporting requirements. Breeze
event managers use the Event Management tab to create and manage events. For information,
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, a critical part of the Breeze Manager and visible to all users. However, the
Administration tab is not accessible to anyone except the Breeze administrators, the users
responsible for performing all of the tasks associated with Breeze account and user
management functions. An administrator adds new users to Breeze, assigns permissions,
customizes the look of the Breeze interface, and performs numerous other tasks. 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.
Home tab
No matter what functions you use Breeze for, if you have a Breeze account, the Home tab (also
referred to as “Home page”) is always accessible to you. It is the tab that is active as soon as you
log in to Breeze (for the procedures on accessing Breeze, see “Using Breeze Manager” on page 7).
You can think of this page as your base of operations. From here, you join any Breeze meetings or
events for which you are scheduled, create any meetings or events for which you have permission,
locate information and resources, and manage your Breeze account, as explained in this chapter.
Home tab user listings and links
Below the Breeze Manager tabs is a row of links, each of which directs you to a list with
information that is relevant only to you. When you display one of these lists, you can often
perform additional actions. For information on these actions, see the following sections:
•“My Training” on page 17
•“My Scheduled Meetings” on page 18
•“My Scheduled Events” on page 18
•“Manager Reports” on page 18
My Training
Clicking the My Training link displays a list of the training courses or curriculums in which you
are enrolled. To get details about any item on the list, click the name in the list to view a profile
specific to that course or curriculum.
The same information is displayed in list form under Training I’m Enrolled In on the Home page.
However, clicking My Training allows more of the list to be displayed and also contains My
Completed Training, a link at the top of the page that you can click to see a list of training classes
that you’ve completed.
Alternatively, clicking the More link below the Training I’m Enrolled In list brings you to the
same page that appears when you click the My Training link.

18 Chapter 1: Understanding the Workspace
My Scheduled Meetings
Clicking the My Scheduled Meetings link displays all of the current and expired Breeze Meetings
in which you are involved; your involvement is shown in the Role column. Although your current
and future meetings are also displayed in list form under My Scheduled Meetings, clicking My
Scheduled Meetings also displays a list of expired meetings. Clicking the Enter link brings you
into the meeting room, where you can join a live Breeze Meeting or view a presentation from a
past meeting. Click the meeting name to display the meeting details and an Enter Meeting Room
button so that you can join the meeting.
In addition, you can click the More link below the My Scheduled Meetings list to view the same
page that appears when you click the My Scheduled Meetings link.
For information and instructions on both joining and creating meetings, see Chapter 8, “About
Meetings,” on page 119, Chapter 9, “Working with Meetings,” on page 127, and Chapter 10,
“Managing the Meetings Library,” on page 143.
My Scheduled Events
Clicking the My Scheduled Events link displays a list of all the events for which you are registered,
as well as all your expired events. Just as you can join a meeting at any time, you can view an event
at any time, regardless of whether or not it has expired, click Enter. For more information on
joining events, see Chapter 15, “Working with Events,” on page 201.
Manager Reports
The Manager Reports link applies only to users who are managers. If you are a manager, you can
click Manager Reports to display a list of all your direct reports. You can also select links to the
training, meeting, and event reports for each of these individuals. From Manager Reports, you
can click the link for a report type to see a list of all reports for this team member for this report
type. You can then click the link for a given report to see the report information, and depending
on the report you selected, you can click another link to see more specific information.
In addition, if any of the users you manage also has subordinates, you can click the direct report’s
name to display a list of that person’s direct reports and the corresponding training, meeting, and
event reports for each of them. In this way, you can view reports for all of the people who report
to you either directly or indirectly.

Home tab 19
Home tab actions
On the left side of the Home tab are two features that enable you to perform specific actions.
Create
The Create menu enables you to create new occurrences of those functions for which you have
permission. For example, if you are a meeting host, the menu includes the New Meeting option.
You can click New Meetings to start the Meeting wizard to create a new meeting.
Training managers can use the Create menu to create a new course or curriculum. To use the
Create feature, click the appropriate link below the Create label to start the wizard you want
to use.
Note: The Create menu displays create options only for those functions for which you have
permissions. For example, if you are a training manager but not a meeting host, the New Meeting
option does not appear in your Create menu.
Learn
The Learn menu has four links that are useful in learning Breeze:
•Getting Started: A list of Breeze manuals, including this guide, as well as procedures targeted to
specific audiences.
•Breeze Manager Help: This guide, providing user information for the Breeze Manager web
application.
•Breeze Resource Center: The Breeze Resource Center site is updated regularly with tutorials,
simulations, best-practices information, and links to procedures.
•Breeze Documentation: The full set of documentation provided with Breeze 5, including
information for administering, managing, and using Breeze applications.
Persistent features
A persistent feature is a feature that appears on every tab, so you can perform its associated
function from anywhere within Breeze Manager, not only from the Home tab. Breeze Manager
has four persistent features, located in the upper-right corner of the Manager window. The links
for My Profile, Help, and Logout are to the left of your name, above the tab bar, and the Search
Content input area is on the far right end of the tab bar.

20 Chapter 1: Understanding the Workspace
My Profile
Clicking the My Profile link displays information about your Breeze account, as well as two
additional links, Change My Password and Edit My Preferences.
User Information The information displayed may vary, depending on the information your
Breeze administrator has defined for user profiles, but at the very least your first and last names,
your login, and your e-mail address are listed. In addition, the following information also appears:
•Audio conference settings, which is telephone access information (your moderator code and
client ID) for dialing in to Breeze Meetings
Note: The client ID is the customer identification number assigned by Premiere Conferencing. If
your company uses another provider, this field has another name.
•Your manager’s name (if applicable)
•Your team members’ names (if applicable)
Change My Password Click here to change your password. When you do, you are prompted
once for your current password, and then twice for your new password.
Edit My Preferences Click here to display a page that enables you to change your time zone
and audio conference settings.
Group Memberships Click here to display a list of all the groups to which you belong,
including built-in groups.
Organization Click here to display a page that displays your manager’s name and the names of
all of your team members, if applicable.
Help
Clicking Help displays this manual as a set of Help topics, each of which corresponds to a chapter.
You can click any one of these topics to see more specific information within a given chapter.
Logout
Click this link to exit from Breeze Manager. When you do, the Breeze Manager login page
appears. Close the login page to exit from the application.
Search Content
You can enter keywords at the Search Content link to search the Content library for
presentations, as well as meeting and seminar archives.
Note: The presentations themselves must be searchable for the Search feature to be operable. In
addition, you must have permissions to view the content you are searching for.
To use Search Content, enter a keyword and click Search Content. You can also click Search
Content without entering a keyword to set the search parameters to refine your search. For
detailed information and instructions about how to use this feature, see “Searching the Content
library” on page 36.