The Patron Edge User Guides

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Installation & Update  The Patron Edge Online

System Guides  The Patron Edge Kiosk

• The Patron Edge 3.402 Update Guide (PDF 1.63M) October 5, 2011
  This guide contains information and procedures for updating your software to The Patron Edge 3.402 on your network and workstations. Additionally, this guide contains explanations of new features specific to this version. It is important to note that you must have either Microsoft SQL Server 2005 Standard/Enterprise Edition (Service Pack 2 or higher) or Microsoft SQL Server 2008 Standard/Enterprise Edition installed. Your database server must be running either Windows Server 2003 (Service Pack 1 or higher), Windows Server 2008, or Windows Server 2008 R2. Windows Server 2000 is not supported. If you are interested in upgrading to 3.402, please create a case in Case Central.

• The Patron Edge 3.401 Update Guide (PDF 1.58M) January 18, 2011
  This guide contains information and procedures for updating your software to The Patron Edge 3.401 on your network and workstations. Additionally, this guide contains explanations of new features specific to this version. It is important to note that you must have Microsoft SQL Server 2005 Standard/Workgroup/Enterprise Edition, Service Pack 2 or higher installed to upgrade to this version. If you are interested in upgrading to 3.401, please create a case in Case Central.

• The Patron Edge 3.340 Update Guide (PDF 3.40M) March 25, 2009
  This guide contains information and procedures for updating your software to The Patron Edge 3.340 on your network and workstations. Additionally, this guide contains explanations of new features specific to this version. It is important to note that you must have Microsoft SQL Server 2005 Standard/Workgroup/Enterprise Edition, Service Pack 2 or higher installed to upgrade to this version. If you are interested in upgrading to 3.340, please create a case in Case Central.

• The Patron Edge 3.310 Update Guide (PDF 3.62M) July 7, 2008
  This guide contains information and procedures for updating your software to The Patron Edge 3.310 on your network and workstations. Additionally, this guide contains explanations of new features specific to this version.

• The Patron Edge Installation Guide (PDF 1.29M) October 6, 2011
  This guide provides information and procedures for installing The Patron Edge on your server and workstations. We also provide instructions for creating a database using the Blackbaud Management Console and entering product licenses.

• Payment Application Data Security Standards Implementation Guide (PDF 854K) November 15, 2011
  This guide includes information about how to use The Patron Edge in compliance with Payment Card Industry Data Security Standards (PCI DSS). It also provides information about steps your organization can take, in addition to using The Patron Edge, to comply with PCI DSS.

• Database Administration Guide (BMC) (PDF 2.68M) November 4, 2011
  This guide provides information about managing your database through the Blackbaud Management Console (BMC). It also includes an appendix containing information about automatically merging clients using a SQL Job and customizing a direct debit file format.

• Administration Guide for The Patron Edge (PDF 12.9M) October 6, 2011
  This guide provides information and procedures to help you perform common Patron Edge administration tasks. These tasks include configuring system users, user groups, user profiles, and user options. Additionally, this guide includes information about using organization units, configuring the company table, and performing system administration tasks like configuring The Patron Edge for users with limited workstation permissions, managing language files, and configuring credit and debit card accounts.

• Glossary for The Patron Edge (PDF 199K) November 4, 2011
  This glossary defines words and phrases that are helpful to know as you work with The Patron Edge. If you encounter an unfamiliar term in the program or documentation, you can check here to verify the term’s meaning.

• Box Office Setup Guide (PDF 8.73M) November 4, 2011
  This guide provides information and procedures to help you define your pricing structure, design your hall, add shows, build your events and merchandise items, donations, coupons, package deals, cancellation fees, and taxes. Additionally, a checklist is included to help guide you through the box office setup process.

• Series Guide (PDF 3.41M) November 9, 2011
  This guide contains information and procedures to help you build series in The Patron Edge and includes checklists to guide you through each task. Additionally, this guide provides information to help you prepare your series records for renewal.

• Membership Guide (PDF 2.52M) November 9, 2011
  This guide contains information about setting up memberships in The Patron Edge and includes checklists to guide you through each task. It also provides procedures for defining memberships with or without events and information about adding and applying membership benefits.

• Document Design Guide (PDF 2.81M) November 9, 2011
  This guide contains information and procedures for designing documents to use in conjunction with your ticket sales. It includes information about designing several specific types of documents, including tickets, labels, merchandise documents, group sales documents, confirmation email messages, and itemized receipts.

• Loyalty Program Guide (PDF 2.14M) November 9, 2011
  This guide explains how to create and use loyalty programs that award loyalty points to patrons who purchase items from your organization. As a member of a loyalty program, patrons can redeem these points for future purchases. Additionally, this guide explains how patrons become members of a loyalty program and how to manage loyalty points through CRM.

• Client Relationship Management (CRM) Guide (PDF 11.9M) November 9, 2011
  This guide contains information about working with client records in the CRM module and includes procedures to help you accomplish CRM-related tasks. These tasks include adding and editing client records; adding groups; viewing booking information; adding, editing, and renewing a series; adding donations; and configuring client mailings.

• General Admission Sales Guide (PDF 13M) November 9, 2011
  This guide is designed for general admission organizations and includes information and procedures for accomplishing sales tasks in the general admission sales screen. These tasks include selling, reserving, exchanging, and returning tickets. We also provide procedures for processing group sales, memberships, donations, package deals, and applying coupons.

• Reserved Seats Sales Guide (PDF 14.4M) November 9, 2011
  This guide is designed for reserved seat organizations and includes information and procedures for accomplishing sales tasks in the standard sales screen. These tasks include selling, reserving, exchanging, and returning tickets. We also provide procedures for processing group sales, series, donations, package deals, and applying coupons.

• Sales Keyboard Shortcut Reference Sheet (PDF 26.4K) September 29, 2008
  This document lists keyboard shortcuts you can use to accomplish common tasks and navigate on the standard sales screen.

• Gift Card Guide (PDF 1.49M) November 9, 2011
  This guide provides information about configuring a gift card account and setting up gift cards in The Patron Edge. Additionally, this guide provides information about selling, loading, and accepting gift cards as a form of payment. Once a gift card is purchased, it cannot be returned.

• Payments Guide (PDF 4.42M) November 10, 2011
  This guide provides you with detailed information about the payment options available in The Patron Edge and the tables used to define payment methods.

• Marketing and Query Guide (PDF 3.46M) November 10, 2011
  This guide explains how to configure and use marketing campaigns and marketing channels in The Patron Edge. It also explains how to use other marketing tools such as geodemographic profiles, client preferences, event interests, and selection codes. Additionally, this guide covers how to use the Marketing Mailing Query Builder to filter customers by specific criteria and create reports, mailing lists, and mailing labels that are essential for marketing campaigns.

• Barcode Scanning Guide (PDF 2.43M) November 10, 2011
  This guide provides information and procedures for setting up and using wired and wireless barcode scanning in The Patron Edge. With barcode scanning, you can define, print, and scan ticket and membership barcodes to provide access control for events and shows. Ticket scanning functionality is also helpful in expediting ticket refunds and exchanges. Additionally, membership scanning helps streamline the membership information look-up process and expedites general admissions sales transactions.
  Note: Wireless scanning is available only with the optional module Access Control.

• Reports Guide (PDF 3.85M) October 11, 2011
  This guide contains information about setting up and running reports in The Patron Edge. It includes procedures for generating reports in Administration, as well as using the Reports Wizard. With reports, you can extract and analyze your ticketing data to evaluate sales, verify reservations, and monitor seat capacity quickly and easily. You can also analyze marketing efforts, monitor sales results, compare trends, and generate profiles of customer information and other ticketing-related activity.

• The Patron Edge Crystal Report Runtime Viewer (PDF 1.33M) November 10, 2011
  This document provides information about building custom Crystal reports and integrating them into The Patron Edge.

• The Patron Edge and The Raiser's Edge Integration Guide (PDF 4.07M) October 11, 2011
  This guide provides information about preparing for and using integration between The Patron Edge and The Raiser's Edge. The process of effectively configuring integration between the programs is vital and requires input from both the box office and the development office. Because configuring the integration is so important to your success, the implementation is usually handled by a ticketing systems consultant who works closely with your organization.

• The Patron Edge and The Financial Edge Integration Guide (PDF 1.19M) November 10, 2011
  This guide provides information and procedures to help you implement and use integration between The Patron Edge and The Financial Edge.

• The Patron Edge Online 3.4.1.3 Update Guide (PDF 1.06M) October 6, 2011
  This guide contains information and procedures for updating The Patron Edge Online to version 3.4.1.3. Before running the update, make sure you review the pre-update considerations provided and follow any requirements that apply to you. Additionally, this guide contains explanations of new features specific to this version.

  The Patron Edge Online 3.41 Update Guide (PDF 1.19M) June 14, 2010
  This guide contains information and procedures for updating The Patron Edge Online to version 3.41. Before running the update, make sure you review the pre-update considerations provided and follow any requirements that apply to you. Additionally, this guide contains explanations of new features specific to this version.

• The Patron Edge Online 3.35 Update Guide (PDF 1.47M) June 9, 2009
  This guide contains information and procedures for updating The Patron Edge Online to version 3.35. Before running the update, make sure you review the pre-update considerations provided and follow any requirements that apply to you. Additionally, this guide contains explanations of new features specific to this version.

• The Patron Edge Online 3.33 Update Guide (PDF 2.24M) July 7, 2008
  This guide contains information and procedures for updating The Patron Edge Online to version 3.33. Before running the update, make sure you review the pre-update considerations provided and follow any requirements that apply to you. Additionally, this guide contains explanations of new features specific to this version.

• The Patron Edge Online Installation Guide (PDF 2M) October 6, 2011
  This guide contains information and procedures for installing The Patron Edge Online. It also includes a chapter detailing pre-installation tasks you should complete before running the installation, as well as security considerations and guidelines for configuring SQL Server, IIS, and Internet Explorer.

• Payment Application Data Security Standards Implementation Guide (PDF 789K) November 15, 2011
  This guide includes information about how to use The Patron Edge Online in compliance with Payment Card Industry Data Security Standards (PCI DSS). It also provides information about steps your organization can take, in addition to using The Patron Edge Online, to comply with PCI DSS.

• The Patron Edge Online System Overview (PDF 1.31M) November 10, 2011
  This document provides an overview of Patron Edge Online system functionality you can configure and use on your public website.

• Getting Started Guide (PDF 12.7M) November 11, 2011
  This guide is designed as a supplement to your Blackbaud implementation engagement. It provides information and procedures to help you configure your administration and public websites. Additionally, it walks you through the administration site Setup Wizard and includes a checklist of recommended getting started tasks.

• Site Design Basics Guide (PDF 2.95M) November 10, 2011
  This guide explains how to configure your public website in The Patron Edge Online, including detailed instructions for creating and modifying interfaces, screens, screen parts, and menus. Additionally, we have included guidelines and considerations for the site design process.

• eCRM Guide (PDF 2.96M) November 10, 2011
  This guide contains information and procedures for configuring the appearance and functionality of eCRM on your public website, such as defining internet address and phone types, editing site settings, and configuring the fields available when a customer creates a new account. This guide also provides procedures to explain how your customers can use eCRM to manage their account information.

• Combo Screen Guide (PDF 3.53M) October 6, 2011
  This guide describes how to use the Combo Screen optional module to set up “combos” of multiple events to sell online.

• Site Settings Guide (PDF 983K) November 11, 2011
  This guide explains site settings in The Patron Edge Online, which are parameters you configure from the administration site to control specific aspects of functionality on your public site. You can make various functions active or inactive and control presentation options related to site functionality.

• Print at Home Guide (PDF 3.09M) November 11, 2011
  This guide provides information and procedures for setting up and using the Print at Home module. It walks you through system configuration, designing tickets, and displaying Print at Home as a delivery method. Once set up, customers can conveniently print tickets from the confirmation page when buying tickets on your public website.

• Online Series Renewal Guide (PDF 1.57M) November 11, 2011
  This guide provides information to help you setup, configure, and process series renewals using The Patron Edge Online.

• Administration Site Guide (PDF 5.63M) October 11, 2011
  This guide provides information and procedures to help you perform common Patron Edge Online administration site tasks. These tasks include setting up system users and assigning access privileges, performing site maintenance, and monitoring site activity.

• Patron Edge Online Helpfile  November 9, 2011
  This searchable helpfile provides information and procedures to help you configure and manage your Patron Edge Online administration and public websites. It includes all current Patron Edge Online user guide content except for the information contained in the installation and update guides.

• The Patron Edge Kiosk Installation Guide (PDF 2.65M) October 12, 2011
  This guide contains information and procedures for installing The Patron Edge Kiosk. It also includes a chapter detailing pre-installation tasks you should complete before running the installation, as well as detailed considerations, installation requirements, and troubleshooting information.

• The Patron Edge Kiosk Getting Started Guide (PDF 6.04M) October 6, 2011
  This guide is designed as a supplement to your Blackbaud implementation engagement. It provides information and procedures to help you configure your administration and public kiosk sites. Additionally, it walks you through the kiosk site Setup Wizard and includes a checklist of recommended getting started tasks.