Configuring EPWeb Version 4

Unlike the previous versions of EPWeb, the new EPWeb Version 4 does not have an .ini file. Rather, you configure EPWeb in the EventPro EPWeb Configuration window.

Open the EPWeb Configuration window from your Start menu.

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There are nine buttons in the Configuration window: Web Settings, Connection Settings, Debug Settings, General Settings (with sub-tabs of Event, Home, Calendar, Search, Find Space, New Booking, New Enquiry, and My Account), Calendar Views, Entry Fields, Payment Settings, SMTP Settings and Notifications.

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1.	Enter the name of the Web Site you are configuring.

2.	Enter the Password that allows you to configure the website. The default password is "admin", but it is recommended that you change this password when setting up your site. Click Change Password to change your password.

3.	Click the View Web Site button to view your website from this page.

4.	If you change the website that you want to configure, you need to click the Reload button to reload the settings for the new website.

In this tab, you will set up the Main EventPro database to which EPWeb connects. You can also set up multiple databases, if required, and you will be able to select from this list when logging into EPWeb.

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1.	To edit the Main connection settings, click Edit, or to create a new connection, click Add.

2.	Enter a Display Name.

Choose the Provider from the drop-down list: Access or SQL. The type of database you use depends on your installation of EventPro. If you have the Standard Edition, you will select Access. If you have the Enterprise Edition, you will select SQL. The fields below will differ, depending on whether you choose Access or SQL.

Access:

a.	Click the Browse button, navigate to the correct database in the Browse for Database window, and click Open.

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SQL:

a.	Enter the Server name and Database you want to use.

b.	If you are using SQL Server Authentication, select the checkbox and enter a User name and Password.

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6.	To ensure the connection is working, click the Test Connection button. You should receive a Connection Successful message. If you receive a message that says Cannot Connect to the Database Using Your Current Settings, you will need to adjust your connection settings before continuing.

7.	When you are done, click Apply or Save.

In EPWeb, if you have multiple databases set up in Configuration, you will be able to choose from the Database drop-down list. If you have only one database connection, there will be no drop-down list.

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1.	Select the checkbox if you want to Run in Debug Mode. If the Debug Mode is on, the program will record notes of what is occurring in a file called DebugLog.txt. The location of the DebugLog.txt file is automatically determined by the operating system you are using.

2.	This mode is intended to help users find out if something went wrong, and to assist EventPro Software Support in troubleshooting an issue.

3.	Click the View Debug Log button to view the DebugLog.txt file.

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Under the General Settings, you can choose the color Theme you want to use from the drop-down list. The selection will default to Standard.

There are also eight tabs under General Settings: Event, Home, Calendar, Search, Find Space, New Booking, New Enquiry, and My Account.

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1.	Modify Event Cutoff Hours: The number you enter here is the number of hours before an event that you are allowed to make modifications to that event.

2.	Conflict Checking: If you select this checkbox, any booking conflict will display an error, unless the conflict involves an event set to an "Ignore" conflict level status. Review your event status codes in Chapter 1: Setting Up EventPro, Step 2: Status Codes, Event.

3.	Capacity Checking: If you select this checkbox, EPWeb will check a location's capacity when you attempt to add the location to a booking.

4.	Event Resource Items Columns: This number determines in how many columns the resource items will appear in EPWeb's Booking Wizard. The example below shows the event resource items in two columns.

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5.	Catering/Beverage Configuration Item Display: From the drop-down list, choose how you want the names of catering and beverage configuration to appear in EPWeb: Item Code, Description, or Both.

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1.	Home Caption: Type in the caption that will be displayed at the top of the Home page.

2.	Home Contents: Here, you can enter the contents of the Home page. Use HTML formatting if you want more sophisticated formatting of your text.

In EPWeb, the Home page appears like this:

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1.	Show Calendar: Select this checkbox if you want the Calendar button to appear at the top of EPWeb pages.

2.	Calendar Default View: From the drop-down list, select the default view that will appear when first entering the Calendar page. You create these different calendar view options in the Calendar Views section of EPWeb Configuration. See Calendar Views.

3.	Calendar Default Group: If you want the Calendar to display one default Location Group upon opening, enter the Location Group name here (ensure the name you enter matches how the Location Group name appears in EventPro).

4.	Calendar Help: If you would like a Help Information pop-up to appear on the Calendar page, enter the text to be displayed in this field. If you leave this Help area blank, no Help pop-up will appear.

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1.	Show Search: Select this checkbox if you want the Search button to appear at the top of EPWeb pages.

2.	Find Items per Page: This number is the number of items displayed on each page of Search Results.

3.	Find All Locations: Select this checkbox if you want to see all Locations for each event shown in the Search Results page. If you leave this option unselected, the Search Results will just display the event header for each event in the Search Results.

4.	Show Quick Buttons: Select this checkbox if you want to see the Quick buttons (Last Week, Yesterday, Today, This Week, Tomorrow, Next Week) displayed on the Search page.

This EPWeb page demonstrates the Search page with the Search button showing, 10 result items per page, "Find All Locations" turned off, and "Show Quick Buttons" selected.

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1.	Show Find Space: Select this checkbox if you want the Find Space button to appear at the top of EPWeb Pages.

2.	Available Items Per Page: This number determines the number of items displayed on each page of Find Space results.

This EPWeb page demonstrates the Find Space page with the Find Space button showing and 10 result items per page.

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1.	Show New Booking: Select this checkbox if you want the New Booking button/start option visible in three places:

a.	New Booking button at the top of EPWeb pages.

b.	"New Booking" option when right-clicking on the Calendar.

c.	"New" (new booking) option in the Find Space page.

2.	Minimum Hours Lead Time: Enter a number representing the minimum number of hours that a new event must be booked in advance. If people attempt to make a new booking in EPWeb without sufficient lead time, they will receive a warning that "We do not take bookings without at least X hour(s) notice".

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3.	Maximum Advance Booking Days: Enter a number representing the maximum number of days in advance that you can create a new event. If people attempt to make a new booking in EPWeb beyond this time, they will receive a warning that they cannot book more than X days in advance.

4.	Show New Booking Welcome: Select this checkbox if you want the New Booking Wizard to begin with the Welcome page.

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1.	Show New Enquiry: Select this checkbox if you want the New Enquiry button/start option to appear in two places:

a.	New Enquiry button at the top of EPWeb pages.

b.	"New Enquiry" option when right-clicking on the Calendar.

To learn how to create an enquiry in EPWeb, see Create a New Enquiry in EPWeb.

2.	Show New Enquiry Welcome: Select this checkbox if you want the New Enquiry Wizard to begin with the Welcome page.

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3.	Allow Anonymous Access: If you select the Allow Anonymous Access checkbox, the New Enquiry button will be displayed on the EPWeb webpage, even if the person viewing the page is not logged into EPWeb.

IMPORTANT: If you want to allow anonymous access to Enquiries in EPWeb, you must create a generic "Anonymous" company or contact in your EventPro company/contact database that will act as the company/contact for non-logged-in enquiry-makers. This company or contact must have the "Anonymous" flagged checked. Please refer to Chapter 1: Setting Up EventPro, Step 6: Company/Contact, Entering a New Company: Online Rights and Entering a New Contact: Online Rights.

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1.	Show My Account: Select this checkbox if you want the My Account button to appear on EPWeb pages.

Under the Calendar Views tab, you can define different calendar views to add to EPWeb.

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The calendar views you create here will populate the View drop-down list on the EPWeb Calendar page.

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You can also choose a default calendar view in the Calendar tab under General Settings in EPWeb Configuration.

1.	To add a new Calendar View, click the Add button.

2.	Enter the Name of the Calendar View you are creating.

3.	From the View drop-down, choose the view you want to use: Day, Work Week, Week, Month or Timeline.

4.	From the Grouping drop-down, choose how the view will be grouped:

a.	Location: The locations will be listed across the top of the calendar, and the selected view will appear under each location. For example, this is the Week View grouped by Location.

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b.	Date: For every date, there will be a cell for each location. For example, this is the Week View grouped by Date.

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c.	None: All events will appear on one view. For example, this is the Week View grouped by None.

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5.	Number of Locations: If you choose Location or Date for Grouping, select the number of locations to display per page.

6.	Height: Enter the height for each cell in the EPWeb Calendar.

7.	The View option you select will affect the Settings in the bottom of the window:

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•	Day Count: Enter the number of days to display in the view.

•	Visible Start and Visible End: Enter the time range, from Start to End, that will be displayed in this view.

•	Work Start and Work End: Enter the Work time range, from Start to End, which will be shaded differently in the view to indicate working hours.

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•	Select the checkboxes next to the days that are "Working Days". Only these selected days will appear in this view for the EPWeb Calendar.

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•	There are no additional settings for the Week view.

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•	Week Count: Enter the number of weeks to display in the Month view.

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•	Interval Count: Enter the number of days that are to be displayed in the timeline.

8.	When you are done adjusting the settings for the calendar view, click Save.

9.	To edit or delete a calendar view, select the calendar view in the grid and click the Edit or Delete button above.

Under Entry Fields, you choose which fields will appear in the Event Information and Enquiry Information pages of EPWeb, as well as the order and group in which those fields appear.

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To see examples of what the fields would look like in EPWeb, see the screenshots under Create a New Booking in EPWeb and Create a New Enquiry in EPWeb below.

While you are able to choose entry fields for Event and Enquiry pages, certain fields will always be displayed by default.

•	For New Event Bookings, EPWeb always displays:

o	A Client Information group, containing the fields Company, Contact and Email, which will default in fixed information from the person logging in.

o	An Event Information group, containing the fields Booking #, Status, Event Name, Category and Subcategory. The Booking # and Status will default with fixed information, while the user can enter information for the other three.

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•	For New Enquiries, EPWeb always displays:

o	An Event Information group, containing the fields Event Name, Event Start Date and Time, Event End Date and Time, and Locations/Comments.

1.	To add more fields to the Event or Enquiry Information pages, go to Entry Fields in the EPWeb Configuration.

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2.	From the Entry Field Type drop-down in the upper left corner, choose whether you want to add entry fields for the Event page or the Enquiry page.

3.	First you need to create a group, which is the titled panel in which the fields will appear. (For example, you can see the "Client Information" and "Event Information" groups/panels in the screenshot above.) Click the Add button above the top grid in the Entry Fields area.

4.	In the Entry Group Edit window, type in the Name of the group and click Save.

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5.	Under the left column, scroll to find the field you want to add under this group. Ensure that the correct Group is selected in the upper right selection grid. Drag and drop the field into the lower right selection grid.

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To edit the field's appearance, double click on the field in the lower right selection grid. In the Entry Group Fields Edit window, you can change the Caption of the field as it will appear in EPWeb. You may want to expand on the field name to make it easier for users to understand. If the user must put something in the field in EPWeb, select the Required checkbox. Click Save.

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7.	Continue adding fields to the groups, or creating new groups and fields as required.

8.	If you want to remove a field from a group, select the field in the bottom right selection grid and drag and drop it back into the left column.

Under Payment Settings in EPWeb Configuration, you can set up your online payment gateway.

If you do not want to provide an online payment method, select None from the method drop-down.

Otherwise, choose your payment method from the three options: Custom, PayPal Standard or Beanstream. If you choose any of these options, the Pay Now button will appear in the appropriate pages of EPWeb.

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If you choose Custom, a memo field appears below.

When you set up your account with a payment website, you should receive a snippet of HTML code that you are instructed to put on your website. Copy and paste that code into this memo field. You may then need to adjust some of the text to ensure that values are properly passed to the payment gateway.

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1.	Form Action: This is the URL given by PayPal that is to be used by the form action. It will typically be the default that already appears. However, if you are using the PayPal Sandbox (a testing area), the form action will be different.

2.	User ID: Enter the email or User ID given for the PayPal account.

3.	Currency: Enter the currency in which payments will be made. PayPal has a list of standard currencies that are available.

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1.	Form Action: This is the URL given by BeanStream that is to be used by the form action.

2.	Merchant ID: Enter the Merchant ID given for the Beanstream account.

You will need to enter SMTP Settings if you want to send automatic Notifications after people create a new booking or new enquiry through EPWeb.

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If you do not know your SMTP settings, please contact your system administrator.

You can send automatic notifications to people who have created a new booking or new enquiry through EPWeb, letting them know that their bookings/enquiries have been submitted.

Remember that you need to set your SMTP settings in EPWeb Configuration in order to send Notifications.

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1.	There are two types of Notifications, which you can edit if you require: New Booking and New Enquiry. Select which notification you want to edit and click the Edit button above.

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2.	If you want to enable the notification so that it is sent automatically, select the Enabled checkbox.

3.	Enter the Reply To Address for the notification email.

4.	Subject: Enter the subject of the email.

5.	Message: Type in the content of the email in the Message field. For more detailed formatting of the text, you will need to use HTML formatting.

6.	When you are done editing the notification, click Save.

To apply the changes you have made in the EPWeb Configuration without closing the window, click Apply.

When you are done making changes in the EPWeb Configuration and are ready to exit, click Save.

Help URL: http://www.eventpro.net/Manual/HTML/index.html?configuring_epweb.htm

Configuring EPWeb Version 4						Configuring_EPWeb Dear EventPro Documentation Department,
Configuring EPWeb Version 4