Series25 Help and Customer Resources
Table of Contents
Table of Contents
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What's New
Help
Home
Glossary
Welcome!
Product Help
About Series25
About 25Live
25Live FAQ
About the Series25 LYNX Interface
About Series25 Group Administration
About 25Live Reports
About X25 Analytics
About the Schedule25 Optimizer
About Series25 WebServices
Series25 Technical Specifications
Series25 Concepts Overview
About Eval25
25Live
Getting Started
Navigating Through 25Live
Using the Top Navigation Bar
Accessing Series25 Tools from 25Live Pro
Using Favorites and Starred Items
Using and Customizing Your Home Dashboard
Working with User Settings
Using Dark Mode in 25Live Pro
Browsing List, Calendar, and Availability Views
Workflow and Tasks in 25Live
User Messages in 25Live
Administration & System Settings
Adding Grid Coloring to Availability Views
Configuring the Theme
Creating and Editing Custom Event Form Configurations in 25Live
Date and Time Defaults
Email Defaults
Event State Default
Embedding 25Live Content
Embedding 25Live Pro Event Forms and Express Scheduling Forms
Embedding 25Live Pro Calendars, Availability Grids, and Event Details Lists
Event Save Email Overview
Finding Object IDs in 25Live
Managing Blackouts
Notification Policy in 25Live
Masquerading As Another User
Search Settings
Selecting an Event Configuration
System Defaults
User Defaults
Using the 25Live Meeting Pattern Grid
Creating and Managing Custom Documents
Working With System Settings
Event Form Rules: Adding Conditional Rules for the 25Live Event Form
Viewing User Activity
Template Variable Reference and Examples
Creating, Copying, and Editing Email Templates
Using Manual Email Templates
Configuring Publisher Settings
Setting Up the 25Live Viewer Seat
Setting Up Security For the Viewer Seat
Master Definitions
Using System-Supplied Event Master Definition Items
Defining Discrete Dropdown Options for Event Custom Attributes
Adding and Editing Org Ratings In 25Live Pro
Hiding Custom Attributes
Working With Master Definitions In 25Live Pro
Adding and Editing Categories In 25Live Pro
Adding and Editing Custom Attributes In 25Live
Adding and Editing Org Types In 25Live Pro
Adding and Editing Features In 25Live Pro
Adding and Editing Layouts In 25Live Pro
Adding and Editing Partitions In 25Live Pro
Adding and Editing Requirements In 25Live Pro
Adding and Editing Roles in 25Live Pro
Learning About the Event Type Hierarchy
Adding and Editing Cabinets
Adding and Editing Folders
Adding and Editing Event Types
Bulk Editing Event Types in Master Definitions
How Cabinets and Folders Affect Saving Events
Setting Up the Viewer Seat Environment
Preventing Choosing a Heading When Saving Events
Utilizing Custom Documents
Customizing Embedded Content Styles
Event Save Email: Creating, Copying, and Editing Scenarios
Setting up Event Quotas
Using Optimizer Effective Dating in 25Live
Setting Up Recommended Resources for the Event Form
Adding and Managing Images
Updated
Events
Learning About 25Live Event Structure
Event Data Overview
Viewing Event Details
Creating Events With the Event Form
Copying Events
Creating Events with Express Scheduling in 25Live Pro
Creating Repeating Events With the Event Form
Choosing an Event State With the Event Form
Choosing a Heading When Saving an Event
Attaching Files to Events
Adding Images to Events in 25Live
Editing Individual Events With the Event Form
Inline Editing Event Details
Bulk Editing Multiple Events
Adjusting and Editing Individual Event Occurrences
Cancelling Events
Deleting Events
Emailing Event Details
Unassigning Locations with Bulk Editing
How to Move an Event From One Folder to Another in 25Live
Adding Additional Time to Events With the Event Form
Editing Ownership of Events
Requesting Cancellation of an Event
Viewing an Event's Audit Trail
Registering for an Event in 25Live
Managing 25Live Event Registrations
Working with Large and Complex Events
Choosing How to Build Complex Events
Creating Related Events
Copying Related Events
Editing Related Events
Removing Event Relationships
Creating Events With Segments
Editing Events with Multiple Segments
Creating Event Bindings
Removing Event Bindings
Occurrence Mapping in Repeated Events
Inline Editing Details Fields
Pausing a Section from the LYNX Tab in 25Live
Locations
Creating Locations
Copying a 25Live Location
Location Data Overview
Viewing Location Details
Inline Editing Location Details
Bulk Editing Locations
Setting Default Location Layout Setup and Takedown Times
Permanently Sharing a Location
Working With Availability Views
Location Max Capacity vs. Layout Capacity
Bound Events vs Shared Location Assignments
Resources
Creating Resources
Copying a 25Live Resource
Resource Data Overview
Viewing Resource Details
Inline Editing Resource Details
Bulk Editing Resources
Organizations
Creating Organizations
Copying a 25Live Organization
Organization Data Overview
Viewing Organization Details
Inline Editing Organization Details
Bulk Editing Organizations
Contacts
Viewing Contact Details
Inline Editing Contact Details
Copying a 25Live Contact
Contact Data Overview
Creating Contacts
Searching
Quick Searching for Events, Locations, Organizations, Resources, and Contacts
Advanced Searching for Events, Locations, Organizations, Resources, and Tasks
Saving Searches
Creating Nested Searches
Public Searches
Creating and Managing Public Searches
Using Saved and Shared Searches
Sharing Searches
Working with Search Results
Academic Availability Checking Using Find Available Locations
Exporting Search Results To a Report
SeriesQL
Using the SeriesQL Search Syntax
Task Query Terms
Event Query Terms
Location Query Terms
Organization Query Terms
Resource Query Terms
Pricing
Viewing and Modifying Event Pricing
Generating an Invoice
Working With Custom Pricing Sets
Tasks
Creating To Do Tasks
Viewing Tasks
Acting on Saved Task Searches
Searching for Tasks
Completing Tasks
Changing Notification Task Status
Bulk Editing Tasks
New
25Live Publisher
Creating Event Searches for 25Live Publisher Calendars
Managing Publisher Feeds
Subscribing to an Event Feed
Sending Events to 25Live Publisher
Publishing Security and Saved Searches
Creating Effective Searches for 25Live Publisher Calendar Feeds
Related Articles
Accessibility Tips for 25Live
Character Limits and Special Symbols
Attaching Files to Emails in 25Live
25Live Reports
Custom Reports
JReport Designer Installation Instructions
Issues when installing JReport Report Designer on a Windows 10 machine
Creating Custom Reports Using the 25Live Interactive Report Designer
Interactive Report Designer - Windows Error 2
Reports Overview
Searching for Reports
Running Reports
Saving, Printing, Emailing, and Scheduling Reports
Reports Admin - Managing Reports
25Live Standard Reports Reference
Reports Admin - Scheduling Reports
Setting 25Live Reports Preferences
Accessing 25Live Reports
Series25 Group Administration
Permissions in Series25 Group Administration
What Is Series25 Group Administration?
Creating a Group
Inactivating Group Members
Adding Users to Security Groups
Setting Security For One Group
Deleting a Group
Comparing and Setting Security For Multiple Groups
Accessing Group Administration
Best Practices Enforced by Group Administration
Event Form Presentation by Security Group
Single Sign On Authentication Options
Permissions to Create, View, or Edit an Event
Configuring Email Notifications
Object Security and Assignment Policy
Object Security and Assignment Policy Explained
Assignment Windows For Locations
Setting Default Object Security and Assignment Policy
Configuring Object Security for Events, Folders, and Cabinets
Configuring Assignment Policy
Configuring Object Security
Assignment Policy Exceptions for Locations and Resources
Group Administration Assignment Policy Exception Conversion Explanation
Searching For Groups
Series25 LYNX Interface
LYNX Overview
How LYNX Processes Data
Logging In to LYNX
Navigating Around LYNX
LYNX Home Page
Series25 LYNX Interface FAQ
LYNX Preparation
LYNX Interface - Installation Overview
LYNX Installation - Planning Your Implementation
Installing the LYNX-APP
Updating the LYNX application.properties File
Configuring a LYNX-APP Proxy Server
LYNX-APP Installation for Linux
LYNX-APP Installation for Windows
LYNX Database Integration
LYNX Database Integration - Banner (Oracle)
LYNX Database Integration - Campus Solutions (MSS)
LYNX Database Integration - Campus Solutions (Oracle)
LYNX Database Integration - Colleague (UniData)
LYNX Database Integration - Colleague (MSS)
LYNX Database Integration - Universal (Oracle or MSS)
LYNX API Integration
LYNX for Ethos Integration
LYNX for Workday Integration
Configure Workday Credentials in LYNX
Configuring the Integration System User for Workday
Creating the Student Transaction Log Outbound Connector in Workday
Updating Registered Headcount With Workday
LYNX for Workday - Architecture and Workflow
Testing Your LYNX Connection
Configuring LYNX
LYNX Settings - Locations
LYNX Settings - Organizations and Contacts
LYNX Settings - General
Academic Priority - What It Is, How It Works
LYNX Settings - Exam Import/Export
LYNX Settings - Exam Creation
LYNX Settings - Events
LYNX Settings - Continuing Education
LYNX Settings - API Integration
Data Translations in LYNX
Initializing Data in LYNX
Encrypting Passwords in Your LYNX-APP Config File (Windows)
Encrypting Passwords in Your LYNX-APP Config File (Linux)
CNColleagueLYNXLink Command Line Arguments
CNColleagueLYNXLink Configuration Settings
Configuring the Colleague UniData Environment For LYNX
Connecting Colleague and LYNX History Tables With CNColleagueLYNXLink
Deploying LYNX History Tables for Colleague UniData
Mapped Fields in Colleague UniData for LYNX
Upgrading the UniData LYNX Integration From a Previous Version
Connecting LYNX Universal to Your SIS
Data Binding
LYNX Data Binding Overview
Back-to-Back Binding in LYNX
Binding Overlapping Sections in LYNX
Bound Groups in LYNX
Crosslisted and Combined Classes in LYNX
Managing Data Binding in LYNX
Smart Binding in LYNX
Using LYNX - Section Import/Export
LYNX Extract Sets
Adding Categories to Extract Sets
Deleting and Archiving Extract Sets
Extract Set Criteria
Importing or Exporting an Extract Set
Making a "Null Change"
LYNX Import/Export Process Details
Setting Date Exceptions
Using LYNX - Historical Tracking
Troubleshooting
Accessing Import and Export Messages
Fixing Import and Export Problems
Import and Export Messages in LYNX
LYNX Status and System Messages
Error message - APP NOT RUNNING
Error Message - MULTI APPS RUNNING
Error Message - PROCESS DISABLED
Warning: LYNX Hyperguard detected more than 80,000 changes
Location and Organization Import
LYNX Location and Organization Import
Importing a Location or Organization Extract Set
Location and Organization Extract Sets
Institution Codes in Imported Organization Names
Exam Creation
LYNX Exam Creation
Deleting Exams In LYNX
Exam Creation Extract Sets
LYNX Common Exam Groups
LYNX Exam Creation Rules
Planning Exam Creation Rules
Exam Import/Export
Exam Import/Export Extract Sets
"Cleaning Up" 25Live
LYNX-APP Releases
X25 Analytics & Schedule25 Optimizer
Getting Started
What is X25 Analytics?
Accessing X25 Analytics
X25 Analytics - Limited Features
X25 Analytics Data Preparation
X25 Room Use Codes
X25 Analytics Video Walkthroughs
Setting Up Default Security for X25 Analytics
Projects Tab
Basic Snapshot Metrics
Snapshot Tree Maps
Viewing Snapshot Data as a Table
Updated
Partition and Feature Matching in X25 Analytics
Project Settings
X25 Analytics Project Settings
Defining Time Mappings
Breakpoints in X25 Analytics
Data Filter Options in X25 Analytics
Defining Standard Schedules
X25 Analytics Data Filters
Projects and Snapshots
Quick Snapshots
X25 Analytics Reports
Demand by Time Report
Locations by Time Report
Location Inventory Report
Event Distribution Report
Location Usage Report
Passing Times Traffic Report
Updated
Room vs Seat Utilization Report
Class/Event Placement by Room Capacity Report
Schedule Distribution Report
Sharing X25 Analytics Reports
Supply and Demand Report
Traffic Map Report
Section Analytics Tab
Section Analytics in X25
Updated
Aggregated Enrollment Report
Aggregated Sections Report
Incomplete Meeting Patterns Report
Maxed Out Courses Report
Meeting Pattern Usage Report
Multi-Section Courses Report
Non-Compliant Meeting Patterns Report
Over-Booked Sections Report
Over-Enrollment Report
Under-Enrollment Report
Section Analytics - Overview
Schedule25 Optimizer Tab
Accessing the Optimizer
Optimizer Setup
Performing Schedule25 Optimizer Runs
Best Practices for Optimizer Runs
How the Optimizer Uses Partitions and Preferences
Improving Optimizer Results
Managing Schedule25 Optimizer Runs
Performing Schedule25 Optimizer Runs
Schedule25 Optimizer Settings
Optimizer Availability and Placement Reports
Using Optimizer Modeling
Modeling Optimizer Simulations in X25 Analytics
Common Optimizer Simulation Scenarios
Managing Overlapping Optimizer Lists
Optimizer Lists in X25 Analytics Modeling
Auto-Generating and Bulk Deleting Optimizer Lists
Optimizer Simulation Transformations
Impossible to Place Sections in the Schedule25 Optimizer
Series25 Pricing
Introduction
Pricing Introduction
Accessing Series25 Pricing
Basic Components of Series25 Pricing
Brainstorming Your Pricing Needs
Security Permissions Required for Pricing
Pricing Configuration
Rate Groups in Series25 Pricing
Tax Schedules in Series25 Pricing
Rate Schedules in Series25 Pricing
Series25 Pricing Times Setting
Invoice Account Numbers in Series25 Pricing
Formulas and Variables
Series25 Pricing Formula Variables
Series25 Pricing Formula Examples
25Live Accounting
25Live Accounting Introduction
Exporting Invoices in 25Live Accounting
Preparing Your Environment for 25Live Accounting
25Live Publisher
About Publisher
25Live Publisher Overview
An Overview of 25Live Publisher's Calendar Views
25Live Publishing Flow Chart
Matching Series25 Fields with Publisher Fields
Example Publisher Calendars
Publisher FAQ
Publisher Users and Security
Building a Generic Publisher User Account
Selecting a Security Framework for Your Publisher Environment
Building a Publisher Functional Security Group
Prepping 25Live Data & Managing Feeds
Preparing 25Live for Optimal Use with Publisher - Data Preparation
25Live Rules and Event Calendars
Custom Attributes for Publisher Images
Event Categories and 25Live Publisher
Building Calendars Using Event Categories or Resources
Creating a Calendar Feed from Your Search
Creating a Featured Events Custom Attribute
Using the Featured Events Custom Attribute on Events in 25Live
Setting Up & Configuring Publisher Calendars
25Live Publisher: Customizing Your Calendar for Publication
Featured Events in 25Live Pro and 25Live Publisher
Working with Publish Settings for a Calendar
Selecting and Styling Calendar Views
Selecting and Styling Control Spuds
Selecting and Styling Promotion Spuds
Styling E-mails and Feeds
Building a Mixed-in Container Calendar in 25Live Publisher
Building a Top-Level Container Calendar in 25Live Publisher
Understanding the Differences between Top-Level and Mixed-In Calendars in 25Live Publisher
Setting Up and Styling Event Actions
Configuring Custom Fields and Event Templates
Embedding Publisher Spud Code in Websites
Monitoring Publisher Calendars
Analytics in 25Live Publisher
Reviewing and Monitoring 25Live Publisher Feeds in the Publisher Overview
Monitoring Published Calendars and Making Modifications to Existing Calendars
Publisher Integrations
Displaying a 25Live Publisher Feed in an Outlook Calendar (Desktop)
Displaying a 25Live Publisher Feed in an Outlook Calendar (Office 365)
Displaying a 25Live Publisher Feed in Google Calendar
Setting Up Disqus Comments and Facebook Comments on your Calendar Spuds
Series25 Data Import Tool
CSV Event Import
CSV Event Import Overview
CSV Event Import Formatting Guidelines
CSV Event Import Error and Warning Messages
Series25 Data Import Tool Overview
The Data You Can Import in Series25
Accessing the Data Import Tool
Completing the Spreadsheet Templates
Importing Organization Partition Preferences
Running the Import Process
Data Import Tool Errors and Warnings
Using the Import Template Reports
Academic Cycle
Setup
25Live Fields vs SIS Data
Key LYNX Settings
Setting Up Translation Tables
Mapping Event Names, Categories, and Attributes
Best Practices for Optimizer Partitions and Preferences
Setting Up Standard Meeting Patterns
Start of Term
Begin a New Term in Your SIS
Initialize Reference Data
Tips for Import Extract Sets
Create Date Exceptions and Categories
Testing Your Extract Sets
Creating Extract Sets
Reviewing Import Messages
Tips for Export Extract Sets
Placing Classes
Setting Up Binding In LYNX
Ongoing Throughout the Term
Updates Throughout the Term
Ongoing Maintenance for LYNX
Finishing a Term
Final Exams
Tips For Final Exams in LYNX
Schedule25 Optimizer Cycle
Schedule25 Optimizer Cycle
Preparing Event (Course Section) Data
Preparing Location Data
Preparing Location Features Data
Creating Campus Partitions
Adding Organization (Department) Partition Preferences
Editing Default Processing Settings
Creating Event and Location Searches
Adding a Schedule25 Run
Preparing To Run Schedule25
Running Schedule25 and Reading the Optimization Results
Assigning Locations to Sections
Getting Better Run Results
Series25 System Users
25Live Administration Utility - New Feature Locations
Updated
25Live Configuration Utility - New Feature Locations
25Live Administration Utility
Troubleshooting
Troubleshooting Publisher
Mailing list on Published Calendar distribution list fails to send
Publisher RSS Feed Date Looks Mismatched
Series25 Troubleshooting: 25Live Publisher Issues
Paragraph breaks do not appear in published events
Troubleshooting 25Live
User Can See an Event But Cannot Edit
A User Cannot Assign a Given Location in 25Live
A User Cannot Request a Location in 25Live Despite Having Correct Assignment Rights
A User Cannot See a Given Event in 25Live
A User Cannot View or Edit Draft Events
Events With Very Long Setup Times Lose Location Assignments
Location Assignments Disappear After Saving
Pending Reservations in 25Live Prevent Location Assignment
When Saving an Event the Space or Resource Request/Preference Does Not Save
Event Location Appears as “Private”
Why Can't I See a New Event Custom Attribute
What happened to Home Message/Message of the Day in 25Live Pro?
Open a Private Mode browser window to troubleshoot
Fully Clearing your Browser's Cache and 25live Cookies for 25live
Troubleshooting Reports
Functional Security Report returns incomplete results
Troubleshooting: Report Doesn't Appear in 25Live
Optimizer and X25 search results exclude event title or location formal name
Training Opportunities
Classes
Series25 Classes
Series25 Class Descriptions
In-Portland Classes
Portland Class - Functional Administrator Boot Camp
Portland Class - Using X25
Training Resources
Consulting
On-Site Consulting
Database Expansion
Functional Administration Retraining
Academic Cycle in LYNX
Custom Consulting Service
Using X25 Analytics
Series25 Analytics Custom Consulting
On Site Implementation of Series25 Security
X25 Modeling
Virtual Consulting
X25 Orientation Services
Series25 Administrative Services
Remote Consulting
Series25 Training and Consulting
Remote Scheduling in 25Live
Remote Using 25Live Publisher
Remote Using Schedule25 Optimizer
Remote 25Live Academic Cycle
Remote 25Live Pricing Training
Remote Quick Start
Remote Advanced Functional Administration
Remote Using X25 Analytics
Remote Cabinet Restructure
Remote Pricing Implementation
Remote Implementing Series25 Security
Remote 25Live Administration and Configuration
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Series25 Help & Customer Resources
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