MACROMEDIA BREEZE 5-MANAGER, Breeze 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
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
3
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
4 Contents
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
Contents 5
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
6 Contents
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.
7
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.
8 Introduction: Using Breeze Manager
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
What’s new in Breeze Manager 9
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.
10 Introduction: Using Breeze Manager
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.
What’s new in Breeze Manager 11
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.
12 Introduction: Using Breeze Manager
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.
Additional Macromedia resources 13
14 Introduction: Using Breeze Manager
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.
15
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.
16 Chapter 1: Understanding the Workspace
• 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.
Home tab 17
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.
18 Chapter 1: Understanding the Workspace
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.
Home tab 19
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.
20 Chapter 1: Understanding the Workspace
Breeze terms and concepts
If you are new to Breeze Manager, this section contains some terminology you might find helpful.
For more information, see the following sections:
• “Meetings and seminars versus meeting rooms and seminar rooms” on page 21
• “Breeze content” on page 21
• “Breeze events” on page 22
• “Breeze reports” on page 22
Meetings and seminars versus meeting rooms and seminar rooms
A Macromedia Breeze Meeting is an online real-time meeting in which a presenter can show slides
or multimedia presentations, share pages, chat, and broadcast live audio and video. A Breeze
Meeting takes place in a Breeze meeting room, a Macromedia Flash application that you run in a
browser window by using Macromedia Flash Player. The meeting room continues to exist even
after the meeting is over.
In addition, depending on the pricing model your organization has purchased, you might or
might not be able to enter a meeting if the meeting is not live. In some cases, only the host can
enter the meeting room when the meeting is not live. In other cases, you can enter the meeting
room when the meeting is not live if enough meeting room spaces are available across the system
at the moment you enter.
You create the meeting room with Breeze Manager. In Breeze Manager, all Breeze meeting rooms
are contained in the Meeting library. For more details about the library, as well as procedures for
joining, participating in, and setting up meetings, see Chapter 9, “Working with Meetings,” on
page 127.
A Breeze seminar is a unique kind of Breeze Meeting, with its own licensing requirements and
attributes. A seminar room is comparable to a meeting room, that is, a Flash application that runs
in a browser window. Unlike some meeting rooms, however, at least one Breeze presenter or host
for the seminar must be in the room in order for others to enter, even if the seminar is a public
meeting. A seminar ends if all the presenters and hosts exit from the room. Because of their
unique requirements and format, seminars have a dedicated Breeze Manager tab named Seminar
Rooms, as well as their own Seminar library. A seminar ends if all meeting users with presenter or
host rights exit from the meeting. For general information on seminars, see Chapter 11, “About
Seminars,” on page 159.
Breeze content
Any file or folder that is stored in the Breeze Content library is referred to in Breeze as content.
Content is synonymous with information and accessed from the Content tab of Breeze Manager.
The Content library is associated with Breeze authors (see “Breeze Manager users” on page 7), the
only users who can upload files to this library. For information about the library, the types of files
it contains, and how to use it, see Chapter 3, “Working with Content,” on page 35.
Breeze terms and concepts 21
Breeze events
In Breeze, the term event means a large-scale web meeting, presentation, seminar, or training that
requires registration and has unique reporting requirements. As such, the Breeze Event
Management functionality contains special features that are exclusive to events.
For more information about events, see Chapter 14, “About Events,” on page 195. For procedures
for performing all the activities involved in holding an event, see “Creating an event”
on page 201.
Breeze reports
You can create diverse types of reports in Breeze Manager for information about individual
meetings, courses, curriculums, seminars, and users, among others. You can add report filters to
streamline report information, and if you are a manager, you can view reports for your team
members. For information about manager reports, see “Manager Reports” on page 18. For
background information and procedures on reports for a specific function, see the report
description in the relevant chapter of this manual.
Breeze icons
Breeze Manager uses icons to represent meetings, seminars, presentations, courses, and
curriculums. To identify these events, see the following table:
Icon Description
Content Breeze content includes files such as Adobe PDF files or Microsoft Word
documents that are used with Breeze meetings, seminars, presentations, or training.
Course A Breeze course is a presentation that is associated with a group of enrolled
learners with tracking for each individual. The course can be used independently or as
part of a curriculum.
Curriculum A Breeze curriculum is a group of courses and other learning content that
guides students along a learning path. Curriculum can include Breeze content,
presentations, meetings, seminars and external content such as classroom sessions
and reading lists.
Event A Breeze event includes registration, invitations, reminders, and reporting.
Events usually involve a large number of participants and are built upon a Breeze
meeting, seminar, presentation, or training.
Meeting A Breeze meeting is an online real-time meeting in which a host or presenter
can show slides or multimedia presentations, share screens, chat, and broadcast live
audio and video.
Seminar A Breeze seminar is similar to a Breeze meeting, but seminars are usually
conducted for one-time or infrequent meetings that have at least 50 participants and
will include little audience participation or interaction.
Archive An archived file is a recorded Breeze meeting or seminar, which users can
view at their convenience.
22 Chapter 1: Understanding the Workspace
Icon Description
Authorware content Files created in Macromedia Authorware, a visual authoring tool
for creating e-learning applications that can be delivered on corporate networks, CDs,
DVDs, and websites.
Captivate content Files created in Macromedia Captivate, an application that
automatically records all onscreen actions and instantly creates an interactive Flash
simulation.
External training In a Breeze curriculum, external training is training that occurs
outside of Breeze, such as classroom training.
Flash Video file (FLV) A video file that Breeze users can access just as they access
other Breeze content.
HTML file An HTML file defines the structure and layout of a web document using a
variety of tags.
Image file (JPEG, GIF, PNG, BMP) Image files can be drawings, photographs,
charts, graphs, icons, or any other type of graphics.
MP3 file An MP3 file is an audio, sound, or music sequence that is compressed to a
small file size.
Macromedia Breeze Presentation A Breeze presentation created using the
Macromedia Breeze Plug-in for Microsoft PowerPoint. These presentations have not
been converted into Macromedia Breeze Presenter presentations.
Macromedia Breeze Presenter content A presentation created with Macromedia
Breeze Presenter, a plug-in for Microsoft PowerPoint that lets users add audio, quizzes,
and visual features to a PowerPoint presentation.
Shockwave file (SWF) A multimedia animation file that can be viewed in a web
browser.
Global Breeze Manager features
This section contains descriptions of three features that apply across multiple Breeze Manager
tabs:
• “Custom URLs” on page 24
• “Setting and removing report filters” on page 25
• “Downloading reports” on page 28
Global Breeze Manager features 23
Custom URLs
When you add a new piece of content, a new meeting, a new course or curriculum, a new
seminar, or a new event, you can include a custom URL. This URL is unique across the entire
Breeze account and is meaningful for the item you are creating. For example, the custom URL
might be your name or the name of your organization:
Custom URL use
A custom URL can only be tied to the specific item it is included in, and you cannot use it for any
other Breeze function. For example, if you use /yourname as the custom URL for a piece of
content, you cannot use it for a another piece of content or for a meeting, nor can any other user
who shares your Breeze account use it. If you delete the content that includes the custom URL,
however, the custom URL becomes available for re-use.
If another Breeze user is currently using the custom URL, you receive an error message when you
enter the URL. In this case, depending on the circumstances (for example, if another user was
using your full name for a custom URL), you can check with your administrator to see who is
using the URL, since the administrator can verify this for you.
Custom URL rules
When you create a custom URL, use the following rules:
• You cannot edit a custom URL after you create it.
• You cannot use digits (0 to 9) at the beginning of a custom URL.
• Custom URLs cannot contain any punctuation, spaces, or control codes.
• Custom URLs cannot contain uppercase letters.
• Do not use any of the terms in the following table, because they are keywords reserved by the
Breeze server.
• account • curriculum • input • search
• admin • data • macromedia • seminar
• administration • default • meeting • send
• api • download • metadata • service
• app • event • monitor • servlet
• archive • fcs • open • soap
24 Chapter 1: Understanding the Workspace
• breeze • flash • output • source
• close • gateway • presenter • src
• com • go • producer • stream
• common • home • public • system
• console • hosted • publish • training
• content • idle • report • user
• course • info • sco • xml
Setting and removing report filters
Where appropriate, you can further define the information you see on a particular report by
specifying report filters. When the filters are operable for a given report, the Report Filters link
appears above the report display. You can set any or all of the following criteria to refine your
reports:
Time period A date range for the information in that report. For example, if you select a date
range for the By Slides report, it shows only the slides that were viewed within that time frame.
Team members (for managers only) The data on the report only applies to the people who
are the manager’s subordinates, either as direct reports or all reports (including both direct and
indirect subordinates). This distinction depends on which option was selected: Show Data From
People I Manage Directly or Show Data From People I Manage Directly And Indirectly.
Groups The data on the report only applies to the members of a specific group that
participated. You can select more than one group, and then deselect any group.
Report filter implications
It’s important to remember that any filters you set apply to all reports that you create, both for the
specific report and for any other Breeze functionality. For example, if you create a training report
after you set filters for a content report, the filters you set apply not only to the content report,
but to the training report, as well. This rule includes any date range you might have specified. If
you do not clear a date range filter that you set for one particular report, the data you obtain for
any Breeze functionality always applies exclusively to that date range.
Global Breeze Manager features 25
To clear filters you have set, click Reset on the Set Report Filters page.
To set report filters:
1.
Follow the appropriate procedure to access the information page for the report you want (for
example, the Content, Meeting, Course Information page, and so on) for the file whose report
filters you want to set.
2.
On the information page, click the Reports link above the information title bar for the
information page you opened.
A set of report links appears above the title bar, with Summary highlighted, and the Summary
report for this meeting appears below the information heading.
3.
Click the report type for which you want to set filters.
The data for the report type you selected appears in the Breeze Manager window.
4.
Click the Report Filters link, to the right of the No Filters Have Been Set label above the report
display.
The Set Report Filters page appears.
5.
Do one of the following:
■ To change the date range for this report data, go to step 6.
■ To select team member reports, go to step 7.
■ To select groups, go to step 8.
26 Chapter 1: Understanding the Workspace
6.
Do the following to set the date range filters:
a
Select the From and/or To check boxes, as appropriate.
b
From the pop-up menus, select the start and/or end dates and times, as appropriate, to set
the parameters for the report data you want.
c
If you do not want to set any more filters, click Save.
The report page reappears with data for the dates and times you specified shown in the
appropriate columns and the date range specified above the display bar.
d
To set filters to display your direct reports or all of your subordinates (for managers only), go
to step 7.
To set filters for groups, go to step 8.
7.
Click the appropriate button (Show Data From People I Manage Directly or Show Data From
People I Manage Directly And Indirectly) for the team members you want to see.
■ If you do not want to set any group filters, click Save.
The report page reappears with the following text above the display bar, depending on your
selection: “Show data from people I manage directly” or “Show data from people I manage
directly and indirectly”. The report-specific information for these participants appears in the
appropriate columns.
■ To set filters for groups, go to step 8.
8.
Click the Add/Remove Groups link.
A list of all the groups in the system appears.
9.
Select the check box to the left of each group that you want to see data for in your report, and
then click Save.
The Set Report Filters page reappears with the names of all the groups you selected after the
Filter Settings label. If you previously set other filters, the names of these appear as well.
10.
Click Save at the bottom of the Set Report Filters page.
The report page reappears with the names of the groups you selected, as well as any other filters
you set, above the display bar. The filtered, report-specific information for these participants
appears in the appropriate columns.
To remove report filters:
1.
From the report page, click the Report Filters link.
The Set Filters page appears, with your settings.
2.
Do either of the following:
■ To clear all filters, click Reset.
The report page reappears with the filters removed and the text “No Filters Have Been Set.”
The data shown in the report no longer applies to this filter.
■ To clear a specific filter, clear the check box and click Save; if it’s a group, click Add/Remove
Groups, clear the group check box, and click Save.
The report page reappears with the filters removed. The data shown in the report no longer
applies to the filters that you removed.
Global Breeze Manager features 27
Downloading reports
If the Download Report Data button appears for a specific report, you can click it to export all
the report data to a comma separated values (CSV) file. After you do so, you can either save or
open the report. If you are running Breeze Manager in an Internet Explorer browser and choose
to open the report, Windows automatically opens it in Excel. In this case, you must double-click
each cell to see its information.
Another option is to save the CSV file to your desktop, select Notepad from the Accessories
menu (select Start > Accessories > Notepad), and open the file from Notepad, which makes it
easier to read.
In addition, if the Printable Version button appears for a report, you can click the button to
export the report to a browser window.
28 Chapter 1: Understanding the Workspace
CHAPTER 2
About Content
In Macromedia Breeze, the word content describes any file that contains instructional,
promotional, or other information that you deliver in meetings, training, seminars, or
presentations. Content can consist of various types of files; for a description of these files, see
“Types of files in the Content library” on page 29.
All such content is contained and organized in a directory of folders called the Content library,
accessed from the Content tab of Breeze Manager. This chapter provides background information
that you need to know when working with content in the Content library.
About the Content library
The Content library is the place where Breeze authors upload their content files. In addition,
since the Content library is permissions-based, it is from here that you assign permissions to any
content files for which you have Manage permissions. Anyone to whom you have assigned the
proper permissions can retrieve and view your content folders on demand, and if you permit
them, manage or publish contents to these folders as well. For information about the different
types of permissions possible for the Content library, see “About Content library permissions”
on page 31. For information about assigning permissions, see “Shared Content folder”
on page 33.
Types of files in the Content library
All content in the Content library must be one of the following types of media:
• A single PPT file (it is converted to a Macromedia Breeze Presentation file from Macromedia
Breeze Presenter)
• A single SWF file
• A single HTML file
• A single Captivate SWF file
• Captivate content published through the Macromedia Captivate application
• Presenter content published through the Presenter plug-in
• Presenter content packaged as a ZIP file
• An old Breeze 4.1 presentation packaged as a ZIP file (downloaded for a 4.1 server)
29
• A ZIP file that contains old pods (pod.swf, pod.asc)
• A ZIP file that contains multiple SWF files and extra files (images, XML files, and so on) and
one file called index.swf that will be loaded first
• A ZIP file that contains simple Macromedia Authorware content (one HTM file, one AAM
file, and extra Authorware files)
• A ZIP file that contains multiple HTM or HTML files and extra files (images, SWF, and so
on) and one file called index.htm or index.html
• A Macromedia Flash Video file (FLV file)
• A single image (JPEG, GIF, or PNG)
• A single audio file (MP3)
Each file type is represented by a separate icon in the Content library; see “Breeze icons”
on page 22.
A Macromedia Breeze Presentation is a multimedia presentation that contains slides, streaming
audio, synchronized animation, and navigation controls. An author creates it from Microsoft
PowerPoint slides with Macromedia Breeze Presenter and publishes the presentation to the server.
Any presentation you created in Breeze 4.1 is still available to you in Breeze 5. However, to take
advantage of the Breeze 5 features, you must republish the presentation to the Breeze 5 server. For
instructions about how to publish presentations, see the Breeze Presenter User Guide. A packaged
content file is a ZIP file that contains any of the other file types permissible for the Content
library.
Guidelines for using AICC content
To upload Aviation Industry CBT Committee (AICC) content into the Content library, you
must zip up the files into a content package and upload it through the New Content interface in
the Breeze Manager (see “Adding new content to the Content library” on page 44).
Use the following guidelines when you create AICC content:
1.
The content must be able to report either "complete" or "passed" to indicate that the user has
finished interacting with the content.
2.
The content package must have a file named index.htm or index.html that the server relies on
to launch the content.
3.
Content must report "Incomplete" on all communications until the user has completed the
content. Some AICC content reports "Failed" until the user completes, however, when Breeze
receives the "failed" message, assume that the content is complete and count that as an attempt
for a user, which will result in incorrect data.
30 Chapter 2: About Content
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