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Saturday, October 16th, 2010 Class #77: Using PackMaster and TroopMaster 2 Welcome Scouters! Class #77: an Introduction to “PackMaster & TroopMaster” Chief Seattle Council PTC 2010 Class #77 Saturday, October 16th, 2010 Instructor: John Dietz, Alpine District – Contact me via our Council Website

Saturday, October 16th, 2010 Class #77: Using PackMaster and TroopMaster 3 What We’ll Cover Today Scope of this Class What Are These Products Anyhow? –Who Makes Them? –Why Use These Products? Some of the Features –Installation –Access –Keys to Success –Technology Help What are the Rules? How It Works

Saturday, October 16th, 2010 Class #77: Using PackMaster and TroopMaster 4 Scope of this Class –This is an entry-level Class –The focus is on learning how to get started

Saturday, October 16th, 2010 Class #77: Using PackMaster and TroopMaster 5 Important Note Beyond the expressed Policies & Guidelines of the BSA and Chief Seattle Council… This Class represents the Views & Opinions of the Instructor & not official BSA or Council Policy. I’d like to further add: I hope to help those of you struggling with getting started With PackMaster or TroopMaster in your Unit.

Saturday, October 16th, 2010 Class #77: Using PackMaster and TroopMaster 6 What Are These Products Anyhow? Unit Information Management Tools –PackMaster for Cub Scout Packs –TroopMaster for Boy Scout Troops

Saturday, October 16th, 2010 Class #77: Using PackMaster and TroopMaster 7 What Are These Products Anyhow? They consist of… –A PC Application –A Local Data Base (DB) –Optional Applications with DB’s “DotNet” “Web”

Saturday, October 16th, 2010 Class #77: Using PackMaster and TroopMaster 8 Who Makes Them ? Manufacturer: TroopMaster Software –Founded by Scout Leaders –Led by an Eagle Scout –23-Year Old Company Products Summarized in this Class –PackMaster & TroopMaster –DotNet (add-on) –Web (add-on)

Saturday, October 16th, 2010 Class #77: Using PackMaster and TroopMaster 9 Why Use These Products? Keep your Unit Organized Maintain a Good Unit History Easier Access to Centralized Records Control Who Has Access to Data Easier Re-chartering Process They are Popular (Export/Import is handy) Extensive Reporting Features Most Units Stick with Them

Saturday, October 16th, 2010 Class #77: Using PackMaster and TroopMaster 10 Some of the Features Directories of Scouts, Parents, Leaders Training History Leadership History Scout Awards & Advancement History Calendar items: Events, Camping, Meetings, etc Fundraising activity (ie. Popcorn sales) Many useful Reports (can send via )

Saturday, October 16th, 2010 Class #77: Using PackMaster and TroopMaster 11 PackMaster/TroopMaster Installation Full Installation requires… –Unit Number –License Key –Expiration Date Keep this info in a secure place –You may have to reference it

Saturday, October 16th, 2010 Class #77: Using PackMaster and TroopMaster 12 PackMaster/TroopMaster Installation (cont) DotNet Installation requires additional: –User ID –Password –Plus, for each Leader’s Account: Data Encryption Password (same for all) Data Access Password (different for ea) –Keep a printed report in a secure place

Saturday, October 16th, 2010 Class #77: Using PackMaster and TroopMaster 13 PackMaster/TroopMaster Installation (cont) Web Installation requires additional: –Administrator User ID Password Plus, for each Scouter: – –User Name – –Password –Keep a printed report in a secure place

Saturday, October 16th, 2010 Class #77: Using PackMaster and TroopMaster 14 Restricting Access PackMaster Data Base Administrators –Set access levels for individuals –Manage all Passwords Data Access Passwords –Determine what is visible to user –And determine what is editable Encryption Password –Same for everyone –Used in Backups and by DotNet

Saturday, October 16th, 2010 Class #77: Using PackMaster and TroopMaster 15 Keys to Success Good Unit Leadership –Unit Leaders agree it’s a Good Idea –Volunteers committed to content & maintenance Obtain Your Committee Approval Data Management is Serious Business –Understand COPPA

Saturday, October 16th, 2010 Class #77: Using PackMaster and TroopMaster 16 Keys to Success (cont) Purchase the Software –There are options –Understand what you need –Calculate the Cost –Seek Approval Define the Responsibilities –Committee Chair –Data Base Administrator –Membership Chair –Advancement Chair –Training Chair –Treasurer –Popcorn Kernel –Unit Leader plus: Packs: Den Leaders Troops: Youth Leaders(?) and/or ASMs

Saturday, October 16th, 2010 Class #77: Using PackMaster and TroopMaster 17 Technology Help Seek a Technology-savvy Volunteer Built-in Help within the Programs Use the TroopMaster Software website –FAQ Lists ****** –DotNet Getting Started Tutorial ****** –Web Products Instructional Videos ******

Saturday, October 16th, 2010 Class #77: Using PackMaster and TroopMaster 18 Technology Help (cont) TroopMaster Technical Support –Via Phone ( ) –On-hours Free, Off-hours for a Fee –24x7 Via form ******

Saturday, October 16th, 2010 Class #77: Using PackMaster and TroopMaster 19 What are the Rules? Do: –Follow the Rules of your Charted Organization –Remember the Scout Oath & Law –Protect the Privacy of our Scouts & Volunteers Password protection Control data access Consider NOT collecting some data Only Print when necessary

Saturday, October 16th, 2010 Class #77: Using PackMaster and TroopMaster 20 BSA National’s Concern #1 Protection of Personal Information Protecting our Youth Protecting our Volunteers Children's Online Privacy Protection Act –COPPA is the Standard for BSA National –Unit-level [data managers] should review them

Saturday, October 16th, 2010 Class #77: Using PackMaster and TroopMaster 21 BSA National’s Guideline #7 Protect privacy of Scouters Unit sites must consider the safety and privacy of their members and participants by obtaining the necessary permissions to release information about or images of any individual.

Saturday, October 16th, 2010 Class #77: Using PackMaster and TroopMaster 22 How It Works There are 3 Primary Configurations –Single User PackMaster or TroopMaster Bound to a single PC –Multiple Users Typically only Leaders have access Shared Data Base Requires DotNet add-on for your Product –Many Users Another Shared Edit Data Base Requires Web add-on for your Product

Saturday, October 16th, 2010 Class #77: Using PackMaster and TroopMaster 23 How It Works For a Unit Option #1: One User

Saturday, October 16th, 2010 Class #77: Using PackMaster and TroopMaster 24 How It Works For a Unit Option #2: Access for Leaders

Saturday, October 16th, 2010 Class #77: Using PackMaster and TroopMaster 25 How It Works For a Unit Option #3: Access for Everyone

Saturday, October 16th, 2010 Class #77: Using PackMaster and TroopMaster 26 Steps for Web Access Setup 1.Purchase PackMaster Web (add-on) 2.Update PackMaster (PC) to latest Version 3.Logon to PackMaster Web Site TroopMaster Invoice has Admin Logon After Verifying Logon works, then Logoff 4.Logon to PackMaster (PC) Upload New Web Database (one time only) 5.Now you are setup – user sync from now on

Saturday, October 16th, 2010 Class #77: Using PackMaster and TroopMaster 27 PackMaster Web Setup (cont)

Saturday, October 16th, 2010 Class #77: Using PackMaster and TroopMaster 28 PackMaster Web Setup (cont) If you use the general link… you will be prompted for Unit Information

Saturday, October 16th, 2010 Class #77: Using PackMaster and TroopMaster 29 PackMaster Web Setup (cont) 1.Logon to Web client to verify access 2.Note Web Database is empty 3.Logoff Web client so we can Upload the Database

Saturday, October 16th, 2010 Class #77: Using PackMaster and TroopMaster 30 PackMaster Web Setup (cont) Logon to PackMaster On the File Menu… Select Transfer Data to PackMaster Web

Saturday, October 16th, 2010 Class #77: Using PackMaster and TroopMaster 31 PackMaster Web Setup (cont) After First Logon you will need to set sync preferences & upload

Saturday, October 16th, 2010 Class #77: Using PackMaster and TroopMaster 32 PackMaster Web Setup (cont) You will see a Warning message about overwriting the shared Web Database This Option should be used ONLY ONCE (when first setting up PackMaster Web) Normally use Sync Web Database

Saturday, October 16th, 2010 Class #77: Using PackMaster and TroopMaster 33 PackMaster Web Setup (cont) It may take a few minutes to Upload your Database

Saturday, October 16th, 2010 Class #77: Using PackMaster and TroopMaster 34 PackMaster Web Setup (cont) Click Ok and then Close

Saturday, October 16th, 2010 Class #77: Using PackMaster and TroopMaster 35 PackMaster Web Setup (cont) Logon using the Admin Account from TroopMaster

Saturday, October 16th, 2010 Class #77: Using PackMaster and TroopMaster 36 This is the Web app’s main page

Saturday, October 16th, 2010 Class #77: Using PackMaster and TroopMaster 37 PackMaster Web Setup (cont) Be sure to setup your Administrator Information –Name & are required –The two fields are located at the top of the page

Saturday, October 16th, 2010 Class #77: Using PackMaster and TroopMaster 38 PackMaster Web Setup (cont) ‘’’’’’’’’ –‘’’’’’ –‘’’’’’’

Saturday, October 16th, 2010 Class #77: Using PackMaster and TroopMaster 39 Demo Time PackMaster demo install: o_PM2010.exe o_PM2010.exe TroopMaster demo install: M2010.exe M2010.exe

Saturday, October 16th, 2010 Class #77: Using PackMaster and TroopMaster 40 Thank You Volunteers Thank you for your Time today! If you are interested in ongoing information sharing about PackMaster or TroopMaster, please contact the instructor: –John Dietz –