SwissChecklist

Checklist: Set Up Jack and Jill Website

Used for new chapters
  • After payment, send an email to the user

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    The user picks the website hosting level that they are purchasing, and pays for it.
  • Pick a domain name

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  • Pick a skin

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  • Attach templates for the member roster, children, age groups, executive board

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  • Create the new domain name on GoDaddy

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    Log in is charsoft1 and password is new*****1
  • Register the domain name

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  • Go to the charsoft.com Plesk control panel and create the client account

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  • Create the domain name for this client account,

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    using temporary domain name such as chaptername.jackandjillonline.org
  • Open the PowerDNN control panel and clone the premium2.jackandjillonline.org website onto the new client website.

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  • At the DNN website

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  • Ensure the following profile properties are there: SpouseName, YearJoined, Birthday.

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  • Ensure the localization property for Region is "State"; and for Unit it is "Apt".

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  • Create and upload logo for this chapter.

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  • Ensure that the Admin and Host settings reflect the correct time zone for the chapter

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  • Remove any istock photo images if applicable.

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  • Ensure the following pages are there: Home, About Us, President's Page, Contact Us

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  • For Premium customers, ensure the following pages are there: Members Only (Reports, Member Directory, Dashboard, Events Calendar, Documetns, Age Groups, Committees, JJEvent Management

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  • New Step

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  • At the Server - create infrastructure for Premium Package

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  • Run the CreateTables script (JJCreateTables.sql)

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  • Run the script to add a column to the EventsSignups table (jjAddAttendanceStatusColumn.sql)

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  • Run the script to create stored procedure, functions, and views (jjCreateViewsProcsAndFuncs.sql)

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  • Create rows in the table for the Chapter Year (jjInsertChapterYear.sql)

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  • Insert default rows into the Grades table (jjInsertGrades.sql)

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  • Insert rows into the AgeGroups table; update with the correct age groups as provided by the chapter. (jjInsertAgeGroups.sql)

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  • Add Roles and Committees to the tables. (jjInsertAllGroupsAndCommittees.sql)

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  • Insert rows into the Chapter Obligations table. (jjInsertChapterObligations.sql)

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  • Insert categories into the Events table. (jjInsertEventCategories.sql)

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  • Create the Events Insert trigger (EventsInsertTrigger.sql)

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  • Create the Events Update trigger (EventsUpdateTrigger.sql)

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  • Back at the DNN website

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  • Install the latest JJChapterInfo module

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  • Istall the latest JJEvent Details module

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  • Install the latest MyJackAndJill module

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  • Import the members (refer to the spreadsheet you should have received from the chapter)

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    Use interactive User Import to complete this activity.
    Make sure to assign the default roles of :

    - Registered User
    - Chapter Member

    Should have already asked the chapter whether they want to use the same password for everyone or have the system assign a unique number at the end of each (generating the password).
  • Import the children (refer to the sreadsheet you should have received from the chapter)

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  • Assign Age Group Advisors (should be available from chapter documents)

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  • Customizing the Chapter Info - Calendar

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  • Assign Executive Board Members

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    Refer to the spreadsheet you should have received from the chapter that identifies which members are in which executive roles. Use the Administrator -->Security Roles section to do this.

    - Each executive board member should be added to the Executive Board Committee

    - Each member should have their individual role assigned to them; i.e. Treasurer, Recording Secretary, etc.
  • Update Event Settings for Each Calendar

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  • Ensure Time Zone is accurate

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  • Allow Owner Change

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  • Filter Events by Category - check yes, and then choose the category that goes with this age group.

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  • Disable category select

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  • Allow event reminders

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  • Display Enroll list by default

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  • Make sure that Event Enrollment is enabled

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  • Show Ical icon on icon bar

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  • Enable event ics mailing

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  • Update the Module settings (permissions) for each Age Group Calendar

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  • Update the Module settings (permissions) for each Age Group Calendar

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  • Age Group# – Events Editor

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  • Age Group Advisor – Events Moderator, Events Editor

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  • Program Director – Events Moderator, Events Editor

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  • Make sure that the Chapter-Wide Calendar has rollups for all the other calendars

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  • New Step

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  • Set up Google Mail

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  • Go to apps.google.com and sign the domain up for a free Google Apps account

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  • User name should be [email protected]<jackandjillchaptersite>.org; password should be pinkandblue4admin

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  • Log in to charsoft.com and use the Control Panel to “provision Google apps for the domain”. Follow instructions

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  • Add another account called Website Admin ([email protected]<chaptername>.org) with the password of pinkandblue4me

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  • Configure email on the website Host settings

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  • Test email

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  • *OR* set up an email relay account

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  • In host settings, do the following:

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  • SMTP Server and port: Relay.PowerDNN.com

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  • SMTP Authentication: Basic

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  • SMTP Enable SSL: false

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  • SMTP Username: [email protected]

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  • Password: char9172

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  • New Step

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  • New Step

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