Club Runner and Rotary International Database Integration Introduction

Club. Runner and Rotary International Database Integration Introduction and Overview November 2010 Club. Runner Connect. Communicate. Collaborate.

Agenda 1. 2. 3. 4. 5. 6. 7. 8. Introduction – One. Rotary Initiative API vs. Email Integration Supported Updates and Privacy Importance of RI Member ID RI Member Access Portal (MAP) Getting Started Future Plans and Enhancements Q&A Club. Runner Confidential

Introduction • Club. Runner Database – Club/District/Zone • Hosted by Club. Runner’s Data Centers • Independent of Rotary International’s Databases in Evanston, Illinois • Double data entry for Club Secretaries • Semi Annual Reports (SAR) • Email notification system (Old RI Reporting) Club. Runner Confidential

One. Rotary Initiative • Allow software providers to connect to RI Databases to synchronize member updates • Club. Runner worked closely with RI to pioneer this initiative and set technical guidelines • Club. Runner first and only company to have this integration (as of November 2010) • Released to all Club. Runner customers November 1 2010 and available today under Version 2. 0. Club. Runner Confidential

API vs. Email Integration Previous Email Notification System: • Every time a member profile is updated, software sends updates to data@rotary. org • Wait one to two weeks for data to be processed by RI Data Services Division • Exceptions/errors – further delays • No feedback on new member additions Club. Runner

API vs. Email Integration New API Integration System: • Club. Runner and RI databases tied via a secure connection • Every time an Active or Honorary member profile is updated, Club. Runner updates RI database in real time • Wait 10 minutes for update to go live • Strict business logic layer for catching exceptions and protect data integrity Club. Runner

Email Integration (Old) Club. Runner Member Updates (Emails) • No confirmation of changes • No security or business logic layer • No return of RI Member No. = LOW ACCURACY Club. Runner RI Data Services Division (Manual Data Entry) 1 to 2 weeks Rotary International

Web API Integration (New) Club. Runner Database Member Updates (Web Service) Security Rules and Privacy Settings API Library Return RI Member No. HIGH ACCURACY & DATA INTEGRITY Club. Runner Rotary International Database

Supported Updates Available Updates to Existing Members: • • • Name changes (Mandatory) Home address (At least one address is mandatory) Work address Home Phone Work Phone Cell (Mobile) Phone Home Fax Work Fax Email Club. Runner

Supported Updates New Members: • Add New Member – Automatic Email Notification to RI • One week until updated at RI • RI Member No. populated on Club. Runner member profile • Updates to that member from that point are automatically synchronized Club. Runner

Supported Updates Terminated Members: • When member terminated – Automatic Email Notification to RI • One week until updated at RI • Future updates to that member no longer synchronized (only Active and Honorary) Club. Runner

Privacy Options Club and Member Privacy Options: • Club decides which fields to share with RI • Found under RI Integration link, under Membership tab • Individual members can further decide to opt out of certain fields • Found in Member Profile, under Privacy tab Club. Runner

RI Member No. • This is the key to making successful updates • Found within Club. Runner member profile, under Rotary tab • Automatically populated once you switch on API Integration • Allow one hour for completion • Unmatched members report found in RI Integration link, under Membership tab Club. Runner

RI Member Access Portal (MAP) Club. Runner www. rotary. or g Club. Runner Confidential

RI Member Access Portal (MAP) Login Screen Club. Runner Confidential

RI Member Access Portal (MAP) Administration Options Club. Runner Confidential

RI Member Access Portal (MAP) Membership List Club. Runner Confidential

Getting Started • Opt in at Rotary Member Access http: //www. rotary. org/en/secureselfservice/Pages/Add. Vendor. Organization. aspx • Opt in at Club. Runner • Set your club’s privacy options • Wait for RI Member No. s to get populated (under one hour) • Continue to make updates through Club. Runner as before Club. Runner

Opt in at Rotary. org • Log in as Club President, Secretary or Executive Secretary/Director • Click on Update Club Data on the left menu Club. Runner Confidential

Opt in at Rotary. org • Scroll to bottom of page, and look for Partner Organization section • Click on the Add Partner Organization link Club. Runner Confidential

Opt in at Rotary. org • Select Club. Runner from drop down menu • Read the terms and conditions, and if you agree, press I Agree button Club. Runner Confidential

Opt in at Club. Runner • Log into your Club. Runner V 2 site as Site Administrator • Click on the Switch on Data Integration with RI (Automatic) link Club. Runner Confidential

Opt in at Club. Runner • Check the checkbox to switch on integration • Customize your privacy options by selecting the fields to synchronize • Press the Update Privacy button Club. Runner Confidential

Opt in at Club. Runner • Verify your Rotary Club ID is properly set by going to Edit Club Info & Settings from the Admin page • Enter your Club ID if not already populated, then press Save Changes Club. Runner Confidential

Opt in at Club. Runner • If you have some members who prefer not to send data updates, go to their Club. Runner member profile, and select the Privacy tab • Uncheck the fields which you do not wish to share with RI for that member Club. Runner Confidential

Ongoing Updates • Now that Integration is switched on, continue to make updates through your Club. Runner site Club. Runner Confidential

Ongoing Updates • Click on Edit to make changes Club. Runner Confidential

Ongoing Updates • Click Save, and synchronization with RI will happen automatically Club. Runner Confidential

Future Plans • Ongoing plans to expand to more types of updates • Club officer changes • Club meeting and address information • Two way synchronization To stay up to date on this project: www. clubrunner. ca/integration Club. Runner Confidential

Q&A Club. Runner Confidential