Administering CDM+

🗓️ Time / Location

Monday, Sep 22 | 3:15 - 4:30

Barn

👤 Trainer

Don Howell

📄 Class Topics

CDM+ Structure

• CDM+ Desktop

  • Primary platform for managing CDM+ data

  • Download from Suran Help Center.

  • Contains windows, reports, and program logic

• CDM+ Engage and Web Ministry Tools

  • Web-based access to your data

  • Member's portal

  • Online giving

  • Registrations

• CDM+ Mobile

  • Data access from a mobile device

  • Download from the App Store or Google Play

• CDM+ Hosting

  • Service managed and provided by Suran

  • Hosted in data centers around the US and internationally

  • Manages backups, including separate off-site backups

  • Communicates between CDM+ Desktop, Engage, WMT, Mobile, and your data

  • Also contains certain server-based functions for CDM+

• Database

  • Main Database or Archive

    • https://help.cdmplus.com/jsg/archiving

    • https://help.cdmplus.com/administra1/archiving-considerations

  • Contains all your information

  • Service managed and provided by Suran

  • Hosted in data centers around the US and internationally

  • Manages backups, including separate off-site backups

  • Communicates between CDM+ Desktop, Engage, WMT, Mobile, and your data

  • Also contains certain server-based functions for CDM+

Maintenance

• Consistent data entry (see Archiving & Data Cleanup Manual)

• Security

Installing CDM+

• Installing on a Mac

• Installing on a Windows machine

Connecting to your Account

Logging into CDM+

• Alternate Login Method

• User Login

• Passwords

Administration

• Access / Audit Log

• Permissions

• Mobile Profiles

• Updates

• Payroll

• Sets

• Searches

• Notices

• Encryption

Preferences

• User Preferences

  • Toolbars

  • Defaults

  • User Email

  • Enter Key Function

• System Preferences

  • Name

  • Terms

  • System Email

Suran Support

• Opening a Support Ticket

• Opening a Training Ticket

• Opening a Customer Service Ticket

📁 Related Resources