The Ribbon (located at the top of CRD) provides simple, well-organized access to all the main functions of the software.
The following items are available from the main menu:
Use the links above to navigate to the various sections of this page which give descriptions of the functionality of each of the tabs in the CRD ribbon.
When you first click on the File tab in CRD, you will see a screen similar to the one pictured below:
On the far left navigation, you will see the following options:
Open: Use this button to directly open a report without specifying any parameters and other settings in the CRD schedule. The report will open as a Report Preview.
Quick Email: Use this button to write a quick email and send it to specified user. You do have the ability to use the inserts tab, just as when setting an email destination within a schedule.
Close: Use this button to close the CRD editor. If the Scheduler (Background or NT Service) is enabled, this will NOT close the CRD Agent.
Community: This is the tab that CRD defaults to when you click File. From here, you can quickly navigate to the ChristianSteven social media pages, view the ChristianSteven YouTube channel, access the ChristianSteven Community to learn about the newest software updates, engage in the forum, and read blogs.
Options: Use this button to quickly access the CRD Configuration Options Menu.
Note: For more information regarding the Options menu, click here.
Log Out: Use this button to quickly log out of CRD and log back in as another user. Clicking this button will restart CRD, and you will need to input login credentials again.
Exit: Use this button to completely exit CRD. To reach this option by keyboard shortcut, press ALT+f.
Note: The Close and Exit buttons have the exact same functionality. You can use either one to exit the CRD Editor.
The Home tab is the primary tab for CRD's most essential functions. Here, you can quickly and easily create new schedules, review contacts or data items, or even change CRD's appearance.
Let's look at the four primary sections that make up the Home tab:
Create a Schedule
In the Create a Schedule section, you will find the buttons necessary to create each of the types of schedules available to you with the CRD software.
For Tutorials on each schedule type, see the links below:
In the Data section, you will find user items which can be created and set from the Home Tab.
For Tutorials on each of the user items, see the links below:
The View section of the Home tab is where CRD's appearance can be changed, Ekho can be turned on, and the schedules can be refreshed.
Ekho: Clicking the Ekho button in CRD will display a pop up where you can sign into the ChristianSteven Ekho mobile application. This application allows you to receive push notifications from the CRD software regarding any errors or issues. It also allows you to stop and start the Scheduler right from the app.
Note: For more information regarding Ekho, click here.
Outlook: Use this button to open a color-coded calendar that displays what schedules are set to run and when. You can choose which type of schedules you wish to display, how you would like to view them, and at what time intervals.
Note: For more information regarding Outlook, click here.
Style: Use this button to switch between List View (Details) and Tile View (Tiles) for your schedules. Use the sliding bar to adjust the level of detail (or size) displayed for each schedule.
Select Details: Use this button to decide what schedule details you would like to view on the main page of CRD (Destination, End Date, LastRun, etc.) when you select the Detail (or List View) from the Style drop-down. Check the checkbox next to the properties you would like to see. Then, use the up and down arrows to determine the order the columns will be shown in.
Refresh: Use this button to refresh the screen to show the latest schedule information (Last Run, Next Run, Last Result, etc.).
Theme: Use this button to select the color scheme you would like to use for CRD.
Note: Changing the Theme that CRD uses will not impact the software's functionality in any way.
Use search to find a specific schedule. By default, the Search feature is set to look for a schedule ONLY in the highlighted folder.
To search all schedules, you have two options:
- Create a Smart Folder that encompasses every schedule. Then, use the search feature in that folder to find the schedule.
- Switch on Full System Search to search for a schedule in the entire CRD system instead of just the selected folder.
The System tab houses key options for maintaining your CRD system. The System Monitor, system backup, and the user manager are all located here.
Dashboard: CRD no longer has an available dashboard. This button can be disregarded.
System Monitor: Clicking this button brings up the System Monitor window, which is used to view scheduling and other system events and processes.
Note: For more information regarding the System Monitor, click here.
Collaboration: Use this button to open the Collaboration menu. Collaboration is a powerful tool that enables you to load balance your schedules between multiple instances of CRD.
Note: For details regarding Collaboration and how to set it up, click here.
User Manager: Use this button to open the User Manager window. The User Manager allows you to set up users and administrators.
Note: For details regarding the User Manager, click here.
SMTP Servers Manager: Use this button to add, configure, and manage your SMTP Servers. CRD provides the capability to configure and manage an unlimited number of SMTP servers. You can use different SMTP servers for different schedules. You can even setup SMTP servers as backup servers (in case the main server is down).
Note: For more information about the SMTP Server Manager, click here.
Export Schedules: Use this button to export schedules from this installation of CRD to another one.
Note: For more information regarding how to export schedules, click here.
Operational hours: This button allows you to set the hours during which Event-Based schedules can be triggered to run.
Note: For more information about setting operational hours, click here.
Remote Administration (Connect and Disconnect): Clicking this button will allow you to connect directly to a remote CRD Machine.
Note: For more information regarding connecting or disconnecting to a remote CRD machine, click here.
Backup: Use this button to backup your CRD system to a location of your choosing to ensure that you always have a restorable copy of your data.
Note: For more information on how to backup your CRD software, click here.
Restore: Click this button to restore a stored backup of your CRD software.
Note: For more information regarding how to restore a saved backup, click here.
The Resource tab features options that enable you to get help, log a support ticket, check for updates, and activate your software.
About CRD: Clicking this button will allow you to review the specific information about your CRD system. This includes your build and license information.
Below is a list of additional information that can be found on the About screen:
- The customer number that is used to identify your company in our systems
- The name of the company CRD is licensed to
- The product you are currently using (CRD)
- The edition of that product that you currently have a license for
- The daily outputs you are allowed to have with that license
- Your license key
- The maximum daily outputs (or peak usage) you have had in the last rolling 365 days
Note: If your license key has changed due to an annual maintenance renewal, you can click the pen and notepad button to the left of the license key. This will allow you to enter the new license key information. Be sure to enter it EXACTLY as it appears on the documentation provided by ChristianSteven. Once entered, click the green checkmark. You should receive an error stating the license key has been updated. This DOES NOT apply if you are activating CRD for the first time or are entering a new license key as the result of an edition upgrade. In these instances, you must Activate CRD.
Help: Clicking this button will open the My.ChristianSteven.com Help Center.
Demos: Clicking this button will open our CRD YouTube channel. Here, you can watch demos and how-to videos for CRD.
User Forums: Clicking this button will access the CRD user forum on the My.ChristianSteven.com Help Center. Here, you can ask questions and get answers from other CRD customers and ChristianSteven staff.
Browse Kbase: Use this button to navigate to the My.ChristianSteven.com Help Center. Here, you can select the product you have (CRD) and review the CRD knowledge base to find answers to common questions, as well as instructions on how to perform various actions within the software.
Check for Updates: Clicking this button will cause CRD to check CSS servers for the newest CRD version.
Note: This may take a few moments. While CRD attempts to check the CSS servers, CRD may not respond.
Prof. Services: Clicking this button will open a new web browser window displaying information regarding Professional Services. From here, you can see what services the Professional Services consultants can provide, as well as a link to contact them.
Support files: Clicking this button generates a zip file that is often used in the support process.
Note: For more information on technical support for CRD, click here.
Log a Call: Click this button to log a Technical Support ticket. CRD will automatically fill in some of your customer and product information. Complete the required fields and click Submit. This will alert the Technical Support team that a new ticket has been logged, and someone will reach out to you within 1 hour.
Note: For more information on technical support for CRD, click here.
Activate: Clicking this button will initiate the CRD Activation wizard. The activation wizard is used when a new CRD installation needs to be activated with a current license key or when an existing customer upgrades their product version.
Note: For instructions on how to activate CRD, click here.
Deactivate: Clicking this button will initiate the CRD Deactivation Wizard.
Note: For instructions on how to deactivate CRD, click here.
The Configuration tab covers the back end database settings and reporting against CRD.
Switch (Database): Use the To Local or To ODBC buttons to choose whether you would like this CRD instance to connect to a Local Database (on this server) or to a database on your network (such as on a SQL Server) via an ODBC connection.
Note: For more information regarding switching to an ODBC or Local database, click here.
Migrate (Database): Use the To Local or To ODBC buttons to choose whether you would like to move the CRD database from the local server to a DSN or to migrate it from a DSN to a local database.
Reports: Clicking the reports button will allow you to generate reports based on schedule data. To use the Reports feature, click the arrow below the Reports button. Then, select the type of schedule data you want the report to display.
Note: For more information regarding exporting system data, click here.
Login Information: Clicking this button will allow you to change or update the logon information required to access your database.
Console: This button is used by Technical Support when it is necessary to run queries against the CRD system.
Note: Unless directed by a member of the ChristianSteven Technical Support team, please DO NOT access the System Console via the Console button. Any queries run through the Console tool cannot be undone and may cause issues with schedules running successfully.