bbcon 2013

1. 10/7/2013 #bbcon 1
PRESENTED BY:
JUNIOR ACHIEVEMENT OF CANADA
Maurice Kowanetz, BMath (Computer Science)
- National Director, Information Technology
Chris Weber
- National Manager, Sponsorships and Fund Development Systems
Think Outside
of The Box
Think “No Customization” with
The Raiser's Edge and Blackbaud NetCommunity
@JA_CANADA
@MRCHRISWEBER
#THINKOUTSIDEOFTHEBOX
@BBCON
Tweet about
this session!

2. 10/7/2013 #bbcon 2
• Customizing software usually involves engaging a third party to
change the software itself
- Costly (both up front and in the future as the base software changes)
- Time consuming
- Never get exactly what you’re looking for
• Configuring software usually involves an expert user who is extremely
familiar with advanced features, and/or a motivated volunteer who is
an expert in their field
- Inexpensive
- Quick
- Will meet 80% to 90% of what you’re looking for
• Why pay thousands or tens of thousands of dollars to get 10% more of
what you’re looking for?
- Find the right people to get involved with your organization (or train your
staff!) to achieve what you need with little to no additional investment
CUSTOMIZE VS CONFIGURE, WHO CARES?

3. 10/7/2013 #bbcon 3
• Social Media Login
• Use JavaScript to "tweak" the way Blackbaud NetCommunity works
- Introductory step-by-step guide that you can use yourself or pass along to
others
• Custom Templates
• Queries/Plug-ins for Auditing & Clean-up
• Crystal Reports
• To Host or Not To Host with Blackbaud
AGENDA

4. 10/7/2013 #bbcon 4
SOCIAL MEDIA LOGIN

5. 10/7/2013 #bbcon 5
• Why force your users to create yet another username/password to
register with your site? Enable social media login so that your users
can login to NetCommunity using a username/password they already
know
- When a user registers using social media, NetCommunity creates a “behind
the scenes” user called SocialWebXXXX, where XXXX is a unique number
- Setup Social Media for the first time in NetCommunity to integrate with the
social media login provider Janrain, then setup an application within each
social media site
• Search for “configure social media” in Blackbaud’s on-line knowledgebase
and click on “Create social media application and configure Janrain
settings” for full instructions
- Note there are some idiosyncrasies when it comes to password resets, since
social media accounts don’t need it, but NetCommunity’s password reset
routine still allows the user to reset the password for their SocialWebXXXX
username
SOCIAL MEDIA LOGIN

6. 10/7/2013 #bbcon 6
• To setup NetCommunity to use your Javascript code:
- Login to NetCommunity as an Administrator
- Edit your site’s main Template (that all of your Pages are based on)
- Click on lowest Empty Content Pane on the Template, then click New Part
- Choose the Part type as “Unformatted Text”, give a name, then click next
- In the text area of the Part, copy/paste the following Javascript base code
<script type="text/javascript" language="javascript">
function fncAfterAsyncPostBack() {
fncProcessJavascript();
}
function fncApplicationInitHandler() {
var objPageRequestManager = Sys.WebForms.PageRequestManager.getInstance();
objPageRequestManager.add_endRequest(fncEndHandler);
}
function fncEndHandler() {
fncAfterAsyncPostBack();
}
Sys.Application.add_init(fncApplicationInitHandler);
window.onload = fncProcessJavascript();
</script>
- On the following slides, you’ll copy/paste the Javascript code shown on the
slide right after the first line above that starts with <script…>
- Test, test, test…
• Internet Explorer 8, Internet Explorer 9, Internet Explorer 10,
Chrome, Firefox, Safari, etc
JAVASCRIPT FOR NETCOMMUNITY

7. 10/7/2013 #bbcon 7
• Here is your first Javascript program to display a NetCommunity Page’s
browser title field & unique PC #, to test that everything works
- Add code below to base code on slide 4, below first line starting with <script…>
function fncProcessJavascript() {
var objTitle, strTitle, strPCNumber;
if (document.getElementsByTagName("title")) {
objTitle = document.getElementsByTagName("title");
strTitle = objTitle[0].innerHTML;
strPCNumber = fncGetPCNumber();
if (strPCNumber != "") {
alert("You’re on the " + strTitle + " page, which has a unique PC number of " + strPCNumber);
}
}
}
function fncGetPCNumber() {
var strPCNumber, objSpan, i;
strPCNumber = "";
objSpan = document.getElementsByTagName("span");
for (i=0; i<objSpan.length; i++) {
if (objSpan[i].id.substring(0,2) == "PC") {
strPCNumber = objSpan[i].id.substring(0,objSpan[i].id.search("_"));
break;
}
}
return(strPCNumber);
}
JAVASCRIPT FOR NETCOMMUNITY

8. 10/7/2013 #bbcon 8
• On any Page, limit Title picklist (if found) to only show top “x” items
JAVASCRIPT FOR NETCOMMUNITY

9. 10/7/2013 #bbcon 9
• On any Page, limit Title picklist (if found) to only show top “x” items
- Add code below to base code on slide 4, below first line starting with <script…>
function fncProcessJavascript() {
var strPCNumber;
strPCNumber = fncGetPCNumber();
if (strPCNumber != "") {
fncLimitTitle(strPCNumber);
}
}
function fncLimitTitle(strPCNumber) {
var objSelect, strElement = "";
if (document.getElementById(strPCNumber + "_ddTitle")) {
strElement = "_ddTitle";
} else if (document.getElementById(strPCNumber + "_BBControl5_0_0")) {
strElement = "_BBControl5_0_0";
} else if (document.getElementById(strPCNumber + "_Wizard1_DonationCapture1_cboTitle")) {
strElement = "_Wizard1_DonationCapture1_cboTitle";
} else if (document.getElementById(strPCNumber + "_DonationCapture1_cboTitle")) {
strElement = "_DonationCapture1_cboTitle";
}
if (strElement != "") {
objSelect = document.getElementById(strPCNumber + strElement);
objSelect.options.length = 9; // Show top 8 items in Title picklist (change 9 as required)
}
}
JAVASCRIPT FOR NETCOMMUNITY

10. 10/7/2013 #bbcon 10
• On donation pages, reformat and align text (change “$1,000.00” to “$1,000”)
JAVASCRIPT FOR NETCOMMUNITY

11. 10/7/2013 #bbcon 11
• On donation pages, reformat and align text (change “$1,000.00” to “$1,000”)
- Add code below to base code on slide 4, below first line starting with <script…>
function fncProcessJavascript() {
var strPCNumber;
strPCNumber = fncGetPCNumber();
if (strPCNumber != "") {
fncReformatDollarColumn(strPCNumber);
}
}
function fncReformatDollarColumn(strPCNumber) {
var objTable, i;
if (document.getElementById(strPCNumber + "_tblAmount")) {
objTable = document.getElementById(strPCNumber + "_tblAmount");
for (i=0; i<objTable.rows.length - 1; i++) {
if (objTable.rows[i].cells[1].textContent) {
if (objTable.rows[i].cells[1].textContent.indexOf(".00") != -1) {
objTable.rows[i].cells[1].textContent = objTable.rows[i].cells[1].textContent.substring(0,
objTable.rows[i].cells[1].textContent.indexOf(".00"));
}
} else {
if (objTable.rows[i].cells[1].innerText.indexOf(".00") != -1) {
objTable.rows[i].cells[1].innerText = objTable.rows[i].cells[1].innerText.substring(0,
objTable.rows[i].cells[1].innerText.indexOf(".00"));
}
}
objTable.rows[i].cells[1].style.textAlign = "right";
}
}
if (document.getElementById(strPCNumber + "_chkAcknowledge")) {
document.getElementById(strPCNumber + "_chkAcknowledge").parentNode.parentNode.style.display = "none";
}
}
JAVASCRIPT FOR NETCOMMUNITY

12. 10/7/2013 #bbcon 12
• On event registration classic pages, change text justification in a row
JAVASCRIPT FOR NETCOMMUNITY

13. 10/7/2013 #bbcon 13
• On event registration classic pages, change text justification in a row
- Add code below to base code on slide 4, below first line starting with <script…>
function fncProcessJavascript() {
var strPCNumber;
strPCNumber = fncGetPCNumber();
if (strPCNumber != "") {
fncEventSectionUnitAlignUnitTableRowsToTop(strPCNumber);
}
}
function fncEventSectionUnitAlignUnitTableRowsToTop(strPCNumber) {
var i, j;
i = 0;
while (document.getElementById(strPCNumber + "_Wizard1_dgEventItems2_dgPriceList_" + i)) {
j = 0;
while (document.getElementById(strPCNumber + "_Wizard1_dgEventItems2_dgPriceList_" + i + "_ddlQuantity_" + j)) {
document.getElementById(strPCNumber + "_Wizard1_dgEventItems2_dgPriceList_" + i + "_ddlQuantity_" +
j).parentNode.style.verticalAlign = "top"; // replace with bottom if needed
document.getElementById(strPCNumber + "_Wizard1_dgEventItems2_dgPriceList_" + i + "_lblPrice_" +
j).parentNode.style.verticalAlign = "top"; // replace with bottom if needed
j++;
}
i++
}
}
JAVASCRIPT FOR NETCOMMUNITY

14. 10/7/2013 #bbcon 14
• On event registration classic pages, hide columns
JAVASCRIPT FOR NETCOMMUNITY

15. 10/7/2013 #bbcon 15
• On event registration classic pages, hide columns
- Add code below to base code on slide 4, below first line starting with <script…>
function fncProcessJavascript() {
var strPCNumber;
strPCNumber = fncGetPCNumber();
if (strPCNumber != "") {
fncEventSectionUnitHideUnitColumn(strPCNumber);
}
}
function fncEventSectionUnitHideUnitColumn(strPCNumber) {
var i, j;
i = 0;
while (document.getElementById(strPCNumber + "_Wizard1_dgEventItems2_dgPriceList_" + i)) {
j = 0;
while (document.getElementById(strPCNumber + "_Wizard1_dgEventItems2_dgPriceList_" + i + "_lblNumParticipants_" +
j)) {
document.getElementById(strPCNumber + "_Wizard1_dgEventItems2_dgPriceList_" + i + "_lblNumParticipants_" +
j).innerHTML = "";
j++;
}
i++;
}
}
JAVASCRIPT FOR NETCOMMUNITY

16. 10/7/2013 #bbcon 16
• Sort constituent attributes on a registration page
- Add code below to base code on slide 4, below first line starting with <script…>
function fncProcessJavascript() {
fncSortConstituentAttributes();
}
function fncSortConstituentAttributes() {
var arrSort = [
"Attribute name 1", // Replace Attribute name 1 with your first attribute you want at the top
"Attribute name 2", // Replace Attribute name 2 with your second attribute you want shown next
"etc"
];
var arrTemp = new Array(); //array to hold the <tr>'s that we'll be sorting
var intAttributeCounter = 0; // counter to count up as we find <tr>'s with attributes
var intAttributeStarting = 0; //we'll set this to the index of the first <tr> that contains an attribute
var objTRCollection = $('table.LoginFormTable > tbody').eq(2).children(); //collection of <tr>'s where the attributes
var intTRCounter = objTRCollection.length - 1; // counter for all of the <tr>'s in our collection
//loop over collection of <tr>'s, looking for those with constituent attributes
for (var i=0; i<intTRCounter; i++) {
var objTRWithAttributeClass = objTRCollection.eq(i).children().eq(1); //get the 2nd child <td>
if ((objTRWithAttributeClass.length > 0)&&(objTRWithAttributeClass.attr('id'))) { //check to see if there are at least 2 children
if (objTRWithAttributeClass.attr('id').indexOf('ParentControl') != -1) { //is the current <td> one with an attribute?
if (intAttributeStarting == 0) {
intAttributeStarting = i;
} //marking where in the collection the attributes start
arrTemp[intAttributeCounter] = new Array(2); //sub-array to hold the <tr>'s and their correct sort position
//find correct sort position for current attribute
var strAttributeName = objTRCollection.eq(i).children().eq(0).children().eq(0).html(); //get the attribute name
strAttributeName = strAttributeName.substring(0, strAttributeName.length-1); //lop off the dangling colon
//loop over sort array to see if we find a match
var intSortBasisCounter = 0;
var intFound = 0; //if match found, will set = 1
while (intSortBasisCounter < arrSort.length) {
if (strAttributeName == arrSort[intSortBasisCounter]) { //if found a match in the sort array...
arrTemp[intAttributeCounter][0] = intSortBasisCounter; //sort position
intFound = 1;
break; //stop checking...we found our match
} //end if (checking for match in sort array)
intSortBasisCounter += 1;
} //end while to loop over the sort array
arrTemp[intAttributeCounter][1] = objTRCollection.eq(i).html(); //HTML inside the <tr>
if (intFound == 0) { //if we have an attribute but didn't find a match in the master sort array...
arrTemp[intAttributeCounter][0] = 99999; //we'll push non-found attributes to the bottom to identify them easily
} //
intAttributeCounter += 1; //increment to keep count of how many <tr>'s with attributes we've found
} // end if (where we check to see if the current <td> contains an attribute
} // end if (where we check to see if the <tr> has at least 2 children
} //end for loop (looping as long as we're still finding <tr>'s with attributes
if (arrTemp.length > 0) { //if not > 0 then no attributes to rearrange
//sort the array on the attribute ID
arrTemp.sort(function(a, b) {
var intX = parseInt(a[0], 10);
var intY = parseInt(b[0], 10);
if (intX > intY)
return(1)
else if (intX < intY)
return(-1);
return(0);
});
intTRCounter = objTRCollection.length - 2; //reset this counter to loop backwards again
//loop again over the same collection to update the attribute order
for (var i = intAttributeStarting; i < intAttributeStarting + intAttributeCounter; i++) {
objTRCollection.eq(i).html(arrTemp[i - intAttributeStarting][1]); //get the 2nd child <td>
} //end while (looping as long as we still have <tr>'s to replace
}
}
JAVASCRIPT FOR NETCOMMUNITY

17. 10/7/2013 #bbcon 17
• Once you or your team is comfortable with making the changes shown
earlier, there are more advanced Javascript techniques:
- Dynamically show/hide fields based on other fields (i.e. picklists,
checkboxes, radio buttons, etc), including setting default values for
mandatory fields that remain hidden
- On the guest selection page for an event registration, hide fields to make the
screen less cluttered
• Example: If a table of 10 is purchased and you want all 10 guest names
as placeholders in Raiser’s Edge, but don’t want to ask the purchaser for
all guest names, you can hide the fields and insert default guest names
such as “Guest 1”, “Guest 2”, etc
- On registration forms, change single line input boxes into multi-line text
areas (for comment fields and other “long question” fields), including a
counter to tell the user how many characters they have left until the limit
- On registration forms, show/hide various country specific address fields,
such as hiding province/state fields for those countries that don’t have
provinces/states
- And more!
JAVASCRIPT FOR NETCOMMUNITY

18. 10/7/2013 #bbcon 18
CUSTOM TEMPLATES

19. 10/7/2013 #bbcon 19
• Create your own templates for a completely different look & feel for
various events
- Click on “New template” under Pages & Templates, then create/use different
parts for images/text/links for your new template to give your users a unique
look & feel for specific events that you want to look different than your
current setup
CUSTOM TEMPLATES

20. 10/7/2013 #bbcon 20
• Run daily/weekly/monthly/yearly
queries / plug-ins as appropriate for
your organization
- Check for blank/missing cities,
provinces/states, postal/zip codes,
phones, titles, etc
- Check for improper format of
postal/zip codes (see query to right for
postal code example) and other fields
- Run Plug-Ins such as Apply Phone
Formats and the various
Duplicate/Delete plug-ins
- Run the Duplicate Constituents report
under Admin
- Review the excellent multi-part series
called “Raiser’s Edge Data Cleanup”
which you can search for “cleanup
series” on blackbaudknowhow.com
QUERIES / PLUG-INS
FOR AUDITING &
CLEAN-UP

21. 10/7/2013 #bbcon 21
• DO NOT OVERUSE; you can usually find output of what a user
requires via queries, exports, built-in Raiser’s Edge Reports, etc
• Use for complicated totaling/sorting or very specific formatting
• Use parameters to make it easier for users to filter results
CRYSTAL REPORTS

22. 10/7/2013 #bbcon 22
• If you host with Blackbaud
- Easy to manage requiring only “one finger to point” if something goes wrong
• Full regular backups
• Full disaster recovery plan
• Automatic upgrades as new versions are released
• Accessible from anywhere
- Limitations
• No integration directly to your user’s email programs
– Users must use Blackbaud’s Outlook 2007 after logging into Raiser’s Edge
to see alerts/actions and synchronize contacts
• No automated / scheduled emailing of Reports via Queues
– Each report must be manually run to be refreshed
• Inability to print to any local printer that requires a billing code for each print
– Example: Shared printer for multiple companies located in one office
which requires each user to enter a code for billing before printing
• Requires a minimum 1Mbps upload connection to the internet
TO HOST OR NOT TO HOST WITH
BLACKBAUD

23. 10/7/2013 #bbcon 23
CONTACT INFO:
Maurice Kowanetz - National Director, Information Technology
Email: mkowanetz@jacan.org
Phone: 416-622-4602 ext 240
Chris Weber - National Manager, Sponsorships and Fund Development Systems
Email: cweber@jacan.org
Phone: 416-622-4602 ext 239
THANK YOU!