StaffCal Manager Tutorial

Promote this site to a realm master site.   (This only applies if there is no other realm master on your network, and must be done if this is the only site on your network ie your first site).   There should only ever be one realm master in your calendar realm.

 

A message will be displayed 'This site is now the realm master'

 

Once a realm master site has been added, it can be demoted to a realm member if necessary.   This button will then indicate Demote this site to a realm member.

 

You should now have your site listed in the Master sites list.   If it is a new site, the Site name will be <<Unknown>>.

 

(The realm master site list will only be enabled on the realm master site.)

See set the realm name.

 

Configure your new site (server data store).   This will in fact be the site you have just installed - ie this site.   Highlight the new site entry in the master sites list, then click on Edit a site.   You will need to give your new site a name, and enter licensing details.   See Configure Site.

 

The next step is to add a group(s).

A group is simply a repository for similar objects eg: all the people in sales, all meeting rooms in a building, or all vehicles

If your site is small you might have only one group called 'Staff'.

 

Highlight the site you have just named in the groups and objects list, and click Add a group (side toolbar) or Insert (top toolbar)

 

For more details see Add/Edit Groups

After you have added a group you can add objects to that group.

An object is simply something that needs a calendar, eg; people, assets that people need to use, rooms or meeting rooms and vehicle bookings.

 

Highlight the group you have just created in the groups and objects list, and click Add an object or Insert

 

For more details see Add/Edit Objects

 

This is the end of StaffCal Manager Tutorial

Go back to Getting Started Step 4