Millennium

Millennium System Administration

The Millennium System Administration class is critical to learning the proper set-up and maintenance of the behind-the-scenes workings of your system. This three-day class is designed explicitly for the Millennium database administrator (Millennium point of contact) and their designated back-up person.

The Millennium System Administration class includes:

• Discuss the installation and configuration of the IIS and SQL Server.
• Install Millennium software and sample databases.
• Configure and test Millennium.
• Discuss backup strategies.
• Use SQL Maintenance Wizard to develop a backup plan.
• Restore Millennium databases.
• Logon to Sage Software Online & Search the Millennium Knowledge Base.
• Create a new Millennium group.
• Create a customized view.
• Change database access of a group.
• Use Millennium User Group (MUG) for lookup table row security.
• Create and use a report group.
• Customize the Millennium and reporting interface.
• Use selected Millennium utilities.

The next session will be held August 16 – 18. Please call 800-574-5772 today to register for this important training class!

---

Upcoming Training Opportunities

System Administration	August 16 – 18
Advanced Masters	August 23 – 26
Bachelors	September 13 – 16
Advanced Masters	September 27 – 30
Masters	October 18 – 21
System Administration	October 25 – 27
Bachelors	November 15

All classes are held in Williamsburg, VA. For more information on Millennium training options or to register, please visit http://www.mip.com/training/fundraising/millennium

---

Did you know…

User groups are a great way to connect with other Sage Nonprofit users. Organized and hosted by Sage Authorized Business Partners, these groups provide a unique forum to network with and learn from other nonprofit professionals. Visit our website to find a Millennium User Group in your area and join today!

---

Millennium On-line Directory Overview

The On-line Directory component of Millennium allows your constituents to view and submit edits for his or her own data as shown in the directory.  Your constituents will also have the ability to search for other constituents and view selected portions of the data from the Millennium database belonging to those constituents, as well as make on-line donations to your institution.

The On-line Directory component includes a starter website which you may use as the basis for the construction of an institutional website for an on-line constituent directory, which can also be customized to include your own logo as the background. It is intended to serve two purposes.  First, it provides an example of the way in which the various Millennium On-line Directory components can be integrated into an existing web site.  Secondly, if an existing web site is not available, the sample may become the foundation for creating such a site with built-in On-line Directory capabilities.

The starter website consists of a set of HTML pages which have been constructed using elements such as header graphics, scripts for data entry validation, form tags, and smart tags.  The pages respond to the options you defined in the On-line Directory setup.  You must customize this website using your own graphics and your institutional preferences regarding the publication of data, and any other elements you may wish to add.  These modifications are easily implemented by someone who is familiar with website construction.

The initial page prompts for a User ID and a Password.  You will have provided this information to your constituents via another means of your choosing.  The initial page of the website shows text boxes for the entry of the User ID and for the Password.  

Sign In: When constituents log on for the very first time, they must enter the User Id and password exactly as you provided.  When they click on the Sign In button, the page will refresh and constituent will be required to change and confirm the Password to something of their own choosing.  

Search: The Options page includes a link to search for Other Members.  When the constituent clicks on it, the page refreshes to show an abbreviated version of the standard Millennium Search form.  This page has text boxes for a Name, Constituency Type, Preferred Year, ZIP Code, State, City, and Country.  If a unique match is found, that constituent's information is displayed.  If no match is found, the constituent is prompted to re-specify the search or cancel the process.  If multiple matches are found, a Search Results page is shown.  

Data Display: The constituents own data is displayed or the data of another constituent.

Personal - Displays the Constituent Type, Marital Status, Preferred Year, and Preferred School from the Basic Data table.
Name - Shows the Formatted Name, the Name Type, and the Lookup flag.
Address - Shows the First, Second, and Third Line of the Address, the City, State, ZIP Code, Address Type, Locator, and Phone # from the Address data rows.  In addition, each has a Map It hyperlink, which launches a new session of the browser, showing a map to the address.
Attribute – Displays the Attribute Type and Group.  
Spouse - Displays the spousal Relationship information.
Employment - Displays the Firm, Title, and Status.
Education - Displays the Institution Name and Degree Date.
Alt Phone/Email - Displays the Phone and Type from the Phone Numbers table.  
Display All - Similar to Full Profile in Millennium as it shows all data tables at once for viewing.

Each data row includes an edit hyperlink to the left.  When activated, an update form is shown with the current information in place in the corresponding text boxes.  Data editing is described below.

Data Edits: If you choose to do so, you may allow your constituents to submit changes to their own data, via your On-line Directory web site.  This may be in the form of an edit to existing data that is displayed on the web site, or a new set of information that would result in the creation of a new data row.

The system includes a set of pending data tables - one for each of the primary tables that are available in the On-line Directory.  The pending tables are replicas of the corresponding base tables with one additional column, used to link the pending table row to the appropriate data row in the base table.

When data changes are submitted by constituents, rows are created in the appropriate pending table, containing the edited information. Once the pending data rows are created, they will remain until the system administrator either accepts the pending data row for incorporation into the base table, or deletes the row from the pending table.  Both of these actions are accomplished via the Tools World's eDirectory, Examiner item.  This launches the Data Examiner which is used to process the acceptance of all pending data for one of the tables at a time, or to review the pending data one row at a time and either accept, skip, or delete each one individually.  

View as Others Would See Me: This feature allows the constituent to view their data rows as others will see them when they are searched by other on-line directory constituents.  

View my Giving Information: If a constituent has given gifts in the past, this feature will show the Transaction Type, the Effective Date, Solicitation, Total Amount, Joint notation (if applicable).  This option will only be seen by that constituent only and will never be seen by others.

Global Publish Options: The constituent will have two options to choose from; 'Do not publish any information about me.' and 'It is OK to publish my information.'  Selecting ' Do not publish any information about me.' will globally change all data rows to not be published and cannot be seen by other constituents. Selecting 'It is OK to publish my information.' will globally change all data rows (excluding Giving) to be published and seen by other constituents.

Change Log in Settings: This feature allows the constituent to view and update their User ID, Password and Email Address along with Hint Question and Hint Answer (if applicable).  The User ID and Password must be 6 characters or more and can include both numbers and letters, special characters are not accepted.

Log Out: This feature allows the constituent to completely and successfully log out of the On-line Directory.