20 February, 2014
Filed under Documentation, Security, Tips

We've just added a page detailing CiviCRM's security policy and release process.

This page is intended to help people identify how they can stay abreast of security updates, know when to expect them, and how to tell which release of CiviCRM to expect security fixes for.

If you maintain or operate a CiviCRM site (or sites!) then you this is a page you should be familiar with, and there are a few actions you should take -

  • Make sure your team are subscribed to security notification updates.
  • Put the newly announced security release window, first Wednesday of the month, in your schedule.
  • Make sure your installed sites are running a supported release, so they qualify for security fixes!

The CiviCRM community are making ongoing...

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14 November, 2013
By seank

Down here in Bristol, we’ve been putting more bones on the video project and talking to lots of people who want to be involved, so we thought we would give you an update on how things are progressing and what we need from the community at this point in helping developing the plans for the future.

We’ve now assembled 10 complete videos to cover discrete simple actions in CiviCRM and you can see links to these on the wiki. Our aim was to produce finished videos around 2 minutes long, but as you'll see they range from about 1 to about 3 minutes.

We've also been documenting the creation process which will probably be familiar to anyone who has done any video production in the past, but will hopefully be useful to contributors new to this activity. We’ve had some good tips from professionals (...

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08 November, 2013
Filed under v4.4, Documentation

At the recent Dalesbridge sprint, members of the documentation team updated the user and administration book.

We included new features for 4.4, expanded on some previously under-documented areas and re-organised some content to make things easier to find.

The new version of the book has now been published at http://book.civicrm.org/user/.

New chapters in the book include Logging, Soft credits, Event badges and Smart groups.  People who are familiar with these topics may like to review the chapters and let us know if we need to make changes (or, better still, make the changes yourself.)

            » View the full list of improvements in the book

 

The documentation team welcomes new members. For users or administrators...

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19 September, 2013

Example Use Case

This example is a one event page which has tabs of many types of content and views attached which allows a anonymous user to view the info, see registered participants, register for the CiviCRM event via one webform which also automatically creates a contact, membership, active drupal user, and participant event registration to the event, logs in the user, and sets his user entered password via text field on the webform. Skvare has developed similar solutions for clients using these methods.

Using this method you can create easily customizable membership join, and event registration pages which leverage the full gauntlet of advanced Drupal 7 modules, and the ease of customizing the layout and style with css in the Drupal theme.

Original blog posted at Skvare.com.

 

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05 September, 2013
By Stoob

CiviTeacher.com has just arrived!

CiviTeacherMany of you know me as Stoob or just as the guy with big hair making wisecracks at CiviCon.  I'm also a guy with years of experience teaching adults in a classroom before I trasitioned into "the web".   I've done audio engineering, video production and have now worked as an independent CiviCRM consultant and trainer specializing in small nonprofit clients for nearly six years.  During interactions with dozens of organizations in this time I've come to realize that, although CiviCRM is awesome, it is not a solution.  CiviCRM is a tool.  Capable people who understand how to use tools are the solution.  These factors...

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01 July, 2013
By davem

Returning to CiviCRM videos after some time on other projects, the team at Circle Interactive are now starting to think again about developing a CiviCRM community video project based on the ideas in Young Jin’s blog of Feb 2012.

We specifically see the need for the short instructional videos aimed at the new user (identified as Type C), ideally, less than three minutes long covering common aspects of configuring and using CiviCRM in bite-size pieces. We think this would provide not only a useful set of how-tos but also if they’re done in the right way it will contribute to general marketing - providing more reassurance to decision makers that the support network and documentation is actually just as good if not better than commercial products. We also want everyone contributing this type of video to work on a standard demo site for consistency. We think this should use...

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23 June, 2013

For some time i've been trying to make my organisations contact list accessible outside of CiviCRM. Why you may ask?

Well, mainly convenience, but also for reducing duplication, maintaining a personal address book, an organisational address book and a CRM will mean inconsistent information, duplicates, contacts in one place and not the other etc. On the convenience side of things, it means potentially having access to your CiviCRM contacts in your email program, phone and many other places LDAP can be utilised.

Initially I tried the google apps sync extension but that had a couple of pitfalls, firstly you need google apps (which you may not have), if you do have an account, you will need a paid account (again not necessarily a blocker), but the main problem I hit was that the extension can only write (a Google limitation) to your accounts directory, which...

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20 June, 2013

This book that I wrote, with a foreword by Dave Greenberg, is now available from Packt Publishing or Amazon.

The book is really aimed at people who, well, are a bit like me. I started like everyone else does by reading the manuals and the book, using the forums and doing a lot of head scratching and learning by my mistakes. I'm not really a developer - in fact I'm more of a planner, implementer and trainer.  It would have been great to have something that would set me on the right path, give me good ideas and save the time and energy it takes to make CiviCRM transformative for an organization.

So this book takes some of...

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11 April, 2013
Filed under CiviCRM, Documentation, Drupal

The attached chart came out of a discussion between Kasia Wakarecy, Lola Slade and myself (Lynna Landstreet), at Freeform Solutions, about some issues we'd encountered when trying to to do major version upgrades of CiviCRM and Drupal on a client's site at the same time. Since we're likely to have a number of other combined upgrades like that to do in the future, we wanted to iron out the best process for doing them as smoothly as possible.

And we thought it might be useful to share what we’ve got thus far with others in the CiviCRM community, partly because it might help other people, and partly to find out others’ experiences: do you agree with what we’ve outlined here? Disagree? Have anything you’d want to add/change? We’re thinking of contributing this to the wiki documentation, but wanted to post it here for discussion first.

The pink boxes on the chart represent the actual steps involved, with the green ones being the state of the site(s) you’re working on...

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03 December, 2012
Filed under Documentation

Do you modify template files for your site?  If so, you ought to know the tedious process of updating all the overridden template files every time you upgrade.  (If you don't know that pain, either you've never upgraded or you should quit reading and go check your customized files.)

The method of using .extra.tpl files is helpful for tacking some jQuery on the end, but if you're altering parts of the page or adding to the middle, you've got to copy the whole template file and modify it.

At AGH Strategies, a number of clients have lots of customized templates, and when we run upgrades for them, we need a reliable and efficient way to separate the customizations from the rest of the file that's just copied from CiviCRM.  We'll then apply the changes to new...

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