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Introduktion

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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 Kalmström CEO kalmstrom.com Business Solutions Introduktion www.kalmstrom.com Calendar Browser works with Microsoft Outlook 2007 and above
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Page 1: 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 KalmströmCEO kalmstrom.com Business Solutions

Introduktion

www.kalmstrom.com Calendar Browser works with Microsoft Outlook 2007 and above

Page 2: Introduktion

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.

To concretize I will talk about booking rooms in this slide show, 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.

User Interface

Calendar Browser works with Microsoft Outlook 2007 and abovewww.kalmstrom.com

Page 3: Introduktion

The Calendar Browser buttons in the Calendar ribbon

Show several resource calendars

Calendar Browser is integrated in Outlook

www.kalmstrom.com Calendar Browser works with Microsoft Outlook 2007 and above

Page 4: Introduktion

Enter date, time and number of seats needed. When the free rooms

are shown you may click New to make an appointment in the

selected one

Click to open a dialog where you can search free resources

Find resource

Calendar Browser works with Microsoft Outlook 2007 and above

Click to see a description

www.kalmstrom.com

Page 5: Introduktion

Each resource can be described with text and

images

Click to open a dialog with a description of the resource

See resource

Calendar Browser works with Microsoft Outlook 2007 and abovewww.kalmstrom.com

Page 6: Introduktion

Click here to book supplies.

Select a project

The Booking – An appointment

The booking appointment is a normal Outlook appointment ‒

but with some ”extras”.

Calendar Browser works with Microsoft Outlook 2007 and abovewww.kalmstrom.com

Page 7: Introduktion

Book supplies

Select among the admin

defined supplies

Comment your order here.

Name and date are filled out

automatically

Calendar Browser works with Microsoft Outlook 2007 and abovewww.kalmstrom.com

Page 8: Introduktion

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.

Settings

Calendar Browser works with Microsoft Outlook 2007 and above

Calendar Grouping

www.kalmstrom.com

Page 9: Introduktion

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!

Settings

Calendar Browser works with Microsoft Outlook 2007 and above

The Admin settings

www.kalmstrom.com

Page 10: Introduktion

Alternatives to be shown

in the Overview.

Double-bookings – Never more!

Uncheck to hide these

buttons

Register here. Then the button

is hidden.

Calendar Browser works with Microsoft Outlook 2007 and above

Configuration

www.kalmstrom.com

Page 11: Introduktion

Add new calendars

The WYSIWYG .html editor makes it easy to create nice

resource descriptions.

Add an image to be shown in the

overview.

Calendar Browser works with Microsoft Outlook 2007 and above

The Resource calendars

www.kalmstrom.com

Page 12: Introduktion

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

overview.

The word “Project” can be changed to anything

that suits your organization.

”Projects”

By default the projects are saved in Outlook.

If you already have projects in a database,

use that alternative and they are loaded

automatically.

Calendar Browser works with Microsoft Outlook 2007 and abovewww.kalmstrom.com

Page 13: Introduktion

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

item. The currency in the user form will be the one already specified for your system.

Extras

Calendar Browser works with Microsoft Outlook 2007 and abovewww.kalmstrom.com

Page 14: Introduktion

Specify place settings for the users to select from

Place Settings

The users can choose among the admin

specified place settings when the book supplies

Calendar Browser works with Microsoft Outlook 2007 and abovewww.kalmstrom.com

Page 15: Introduktion

Here you may specify text to be filled into all new appointments

The template comes up in the new appointments

New Appointment Template

Calendar Browser works with Microsoft Outlook 2007 and abovewww.kalmstrom.com

Page 16: Introduktion

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!

Overview

Calendar Browser works with Microsoft Outlook 2007 and abovewww.kalmstrom.com

Page 17: Introduktion

Click a free time to add a new

appointment/booking.

Timeline view

Click a booked time to see an appointment/booking.

Calendar Browser works with Microsoft Outlook 2007 and abovewww.kalmstrom.com

Page 18: Introduktion

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

Loading

Workweek III

Calendar Browser works with Microsoft Outlook 2007 and abovewww.kalmstrom.com

Page 19: Introduktion

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

on the date you choose.

All views can be printed

Day List

Click the + signs to see

supplies

Calendar Browser works with Microsoft Outlook 2007 and abovewww.kalmstrom.com

Page 20: Introduktion

Show appointment

Click once to see the details of the booking.

Calendar Browser works with Microsoft Outlook 2007 and abovewww.kalmstrom.com

Page 21: Introduktion

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

resources.

Supplies for each booking

is listed.

Appointments report

Select the Orders report if you want to filter out

bookings with no supplies.

Calendar Browser works with Microsoft Outlook 2007 and abovewww.kalmstrom.com

Page 22: Introduktion

Appointments and orders can be studied with the integrated statistics tool, OLAP Reporting Tool. With this report generator you can study resource utilization over a longer period of time, design your own reports and work dynamically with the information (pivoting and drill-down). OLAP Reporting Tool has its own presentation and manual, refer to my website. Here we will just take a quick look at it. Lets go to the last part!

Statistics Tool

Calendar Browser works with Microsoft Outlook 2007 and abovewww.kalmstrom.com

Page 23: Introduktion

Use the file CBArchive.exe in the root file folder to move old appointments to a database. Then you can study them closely and in many different ways with the statistics tool.

Select period and resources to study.

Archive

The first time you archive

appointments you are asked to select

database.

Calendar Browser works with Microsoft Outlook 2007 and abovewww.kalmstrom.com

Page 24: Introduktion

The first time you click the file OLAPReporting.exe in the root file folder,

you are presented with this screen. Eventually the Report list will be filled with your custom report templates.

OLAP Reporting Tool – First time

Calendar Browser works with Microsoft Outlook 2007 and abovewww.kalmstrom.com

Page 25: Introduktion

Graphs can be shown as columns, lines, bars, pies, bubbles … Also

mutliple graphs are possible

Filter and drill in both pivot and graph

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

OLAP Reporting Tool – Example

See report description

Calendar Browser works with Microsoft Outlook 2007 and abovewww.kalmstrom.com

Page 26: Introduktion

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 by becoming a Member of kalmstrom.com Community.

More Info

Calendar Browser works with Microsoft Outlook 2007 and abovewww.kalmstrom.com


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