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Introduktion Calendar Browser is a groupware used for booking all kinds of resources within an organization. The software is totally integrated in Outlook. Calendar Browser is installed on a file server and in a new public folder or shared mailbox, and only a minimal client installation is needed. Welcome to the show! Peter Kalmstrรถm CEO kalmstrom.com Business Solutions

www.kalmstrom.com

Calendar Browser works with Microsoft Outlook 2007 and above


User Interface Let’s start with the part that the users will see. If they are familiar with Microsoft Outlook they will quickly learn to use Calendar Browser. In this slide show I will talk about booking rooms, but anything that is booked within an organization – cars, equipment, personnel – might of course be booked through Calendar Browser. The application can also be used for viewing people’s calendars.

www.kalmstrom.com

Calendar Browser works with Microsoft Outlook 2007 and above


Calendar Browser is integrated in Outlook

Show several resource calendars

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The Calendar Browser buttons in the Calendar ribbon

Calendar Browser works with Microsoft Outlook 2007 and above


Find resource

Click to open a dialog where you can search free resources

Click to see a description Enter date, time and number of seats if applicable.

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Click New to make an appointment in the selected calendar at the selected time

Calendar Browser works with Microsoft Outlook 2007 and above


See resource

See resource

Click Description to open a dialog with a description of the selected resource

Each resource can be described with text and images

www.kalmstrom.com

Calendar Browser works with Microsoft Outlook 2007 and above


The Booking appointment

Click here to book supplies.

Select a project

The booking appointment is a normal Outlook appointment ‒ but with some ”extras”.

www.kalmstrom.com

Calendar Browser works with Microsoft Outlook 2007 and above


Book supplies

Select among the admin defined supplies

Name and date are filled out automatically

Auto-notifications can be sent to the responsible for the different items

Comment your order here.

www.kalmstrom.com

Calendar Browser works with Microsoft Outlook 2007 and above


Calendar Grouping

Settings Group calendars by making several installations. Each user selects what groups should be shown in her/his Outlook. That way the users only see the groups they really need.

www.kalmstrom.com

Calendar Browser works with Microsoft Outlook 2007 and above


The Admin settings

Settings Now I will show you what happens ”behind the scene” – i.e. in the Administrator settings. They are reached by the Manage button or by running the file CBAdmin.exe in the root file folder. Let’s continue!

www.kalmstrom.com

Calendar Browser works with Microsoft Outlook 2007 and above


Configuration

Double-bookings – never again!

Uncheck to hide these buttons from the users

Alternatives to be shown in the Overview.

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Customize Calendar Browser for your organization’s needs.

Calendar Browser works with Microsoft Outlook 2007 and above


Extra booking information

The Booking summaries show all bookings with their host and attendees for a selected day.

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If you check the Extra booking info box, two new tabs and a new Overview option will be shown.

Calendar Browser works with Microsoft Outlook 2007 and above


Extra booking information

Fill out or paste Hosts and Attendees

When booking users can select the name of the host and attendees. Additional info about company, department or e-mail entered in the settings will be displayed automatically.

www.kalmstrom.com

Calendar Browser works with Microsoft Outlook 2007 and above


The Resource calendars

The WYSIWYG .html editor makes it easy to create nice resource descriptions.

Add or remove calendars Add an image to be shown in the overview.

www.kalmstrom.com

Calendar Browser works with Microsoft Outlook 2007 and above


”Projects”

The word “Project” can be changed to anything that suits your organization.

With different colors for different types of projects you get a good overview.

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By default the projects are saved in Outlook. If you already have projects in a database, use that option and they are loaded automatically.

Calendar Browser works with Microsoft Outlook 2007 and above


Extras

Specify supplies that might be needed with the resources, and define the cost for each item.

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Check this box and add e-mail addresses, and notifications about supply bookings will be sent automatically to the responsible

Calendar Browser works with Microsoft Outlook 2007 and above


Extras – Automatic E-mail Notifications

The Template button becomes visible under the Supplies tag when the Auto-Email box is checked.

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With the HTML editor it is easy to change the simple default message to something that suits your organization.

Calendar Browser works with Microsoft Outlook 2007 and above


Place Settings

Specify place settings for the users to select from

The users can choose among the admin specified place settings when they book supplies

www.kalmstrom.com

Calendar Browser works with Microsoft Outlook 2007 and above


New Appointment Template

Specify text to be filled into all new appointments

The template comes up in the new appointments

www.kalmstrom.com

Calendar Browser works with Microsoft Outlook 2007 and above


Auto-Booking

Select resource that should be booked automatically together with the resource in the left hand column

www.kalmstrom.com

Calendar Browser works with Microsoft Outlook 2007 and above


Overview The Overview tool in Calendar Browser gives a summary of resources and of the scheduling of team members. Open the Overview Tool via the Overview button or by running the file CBOverview.exe in the root file folder. Hope you are still with me!

www.kalmstrom.com

Calendar Browser works with Microsoft Outlook 2007 and above


Timeline view

Search for bookings.

Click a free time to add a new booking.

Move the cursor over a booked time to see booking details.

www.kalmstrom.com

Calendar Browser works with Microsoft Outlook 2007 and above


Day View

Click on a booking to see more details

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Only shown if Extra booking information is enabled.

Calendar Browser works with Microsoft Outlook 2007 and above


Workweek III

Week III gives very detailed reports. Right click to Export to Excel.

www.kalmstrom.com

Calendar Browser works with Microsoft Outlook 2007 and above


Day List

This view gives a list over occupancy and activities of the separate resources on the selected date

Click the + signs to see supplies

www.kalmstrom.com

Calendar Browser works with Microsoft Outlook 2007 and above


Appointments report

Select the Orders report if you only want bookings with supplies.

The appointments report gives a list over occupancy and activities of the separate resources.

www.kalmstrom.com

Calendar Browser works with Microsoft Outlook 2007 and above


Excel reports for statistics

Bookings and orders can be studied with the integrated Excel reports. There are many different, pre-defined reports, and as all the standard Excel features may be used in the reports they will give you a lot of useful information about passed resource usage. Also custom reports can be created and just like the default ones they are updated each time you run the Archive tool. Let’s go to the last part!

www.kalmstrom.com

Calendar Browser works with Microsoft Outlook 2007 and above


Archive Use the file CBArchive.exe in the Calendar Browser server folder to copy old appointments to a database. Then you can study them closely and in many different ways in the Excel reports.

Select period and resources to study.

Two reports files are placed in the Calendar Browser server folder. The selected appointments are copied to an Access or SQL Server database.

www.kalmstrom.com

Calendar Browser works with Microsoft Outlook 2007 and above


Excel Reports

All the Excel features can be used

The reports are reached by the links or by the tabs below.

www.kalmstrom.com

Calendar Browser works with Microsoft Outlook 2007 and above


Excel Reports ‒ Pivot Use the Pivot Table Field List to get more options

All the fields can be dragged and dropped to show data in different ways.

www.kalmstrom.com

Calendar Browser works with Microsoft Outlook 2007 and above


Excel Reports ‒ Chart Use all the Excel features to get nice graphs. We have made sure the statistics behind them is correct.

Changes in the pivot table are reflected into the chart and vice versa.

www.kalmstrom.com

Calendar Browser works with Microsoft Outlook 2007 and above


More Info Thank you for watching this slide show! At www.kalmstrom.com you may download the full version of the Calendar Browser and evaluate it for 30 days before you decide if you want to use it. On the website you will also find the User and Administrator Manuals, the Calendar Browser video demonstrations and information about how to subscribe to Calendar Browser.

www.kalmstrom.com

Calendar Browser works with Microsoft Outlook 2007 and above


Calendar Browser Presentation  

Book resources within Outlook just as easily as you create an appointment in the calendar. Also for showing personal calendars.

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