iMIS Tips & Tricks to Save You Time & MoneyTaskCentre Tips & Tricks •Remove unused steps from Environment –TC will run all steps, even if not in use •Use Nouns and Verbs in your

Monday | November 28, 2016

2:05pm – 3:05pm

Jason Bartlett | NFPLogic

iMIS Tips & Tricks to Save You Time & Money

Answers to questions you didn’t know you had…

Session goal (hopefully…)

EDIT MASTER TEXT STYLES

The plan…A few good tips, some pitfalls to watch for, and a war story or two.

Opening a door or two into areas of iMIS that can make life easier.

Emphasis on Staff view

Not too technical…

Community Menu

• Find Contacts

• Add and modify IQAs to suit your organizations

• Add Contact

• Add additional fields by replacing page with Content Collection Organizer (CCO) setup in ‘wizard’ style

• Manage duplicates

• If you get too many or too few records marked as duplicates modify the ‘dupematchkey’ formula in ACC/Desktop to suite your organization

Community > Security > Users

Don’t delete licensed user’s logon

Don’t demote licensed user to ‘Public’

Finding that IQA… 3 steps…

1) Find Content Record

2) Find iPart that uses IQA within Content record

3) Add/Modify IQA using path found in Content Record iPart

Finding that IQA… Find Content Record

Copy part of the URL in the address bar.

http://www.yourorg.ca/IMISTOUR20/iCore/Contacts/Directory.aspx

Content record folder - Copy this part

Content record - Remember this part

Open ‘Content Designer’ tab

Past copied part from URL and click GO

Will open folder that contains the Content Record

Finding that IQA… Find iPart

Select Context Record found in first stage and click edit

Look for iPart that matches area of page where IQA is displayed

Click configure to display path to IQA.

Select path and copy (triple left click and CTRL C) (If iPart is a CCO there is a link to another Content Record)

Finding that IQA… View/Modify IQA

Open ‘Intelligent Query Architect’ tab

Paste document system path to IQA and click GO

Will open folder that contains IQAs in list

List is ‘Windows’ sorted (special characters, numbers, letters)

Events Module

• Creating new events…

• Set-up as much as possible in Staff view

• Add details not available in Staff View

• Conflict Codes

• Track, category etc.

• Pricing Stored Procedure

• Managing and Changing events

• Do as much as possible in Staff view

• If not in Staff view, then, edit in Desktop

iMIS bug: escaped characters in address (e.g., apostrophe) causes .NET error on Event Display page. Fixed in 20.2.49

Commerce Module

• Setup as much as possible in Staff view (like in Events Module)

• Use Desktop for options not available…

• Kitting (Commerce > Inventory > Products)

• Unit Of Measure

• Cross-sell/Up-sell

• Warehouse management

• Promotion Codes

• Unique/serialized promotion codes can be created by SQL script/Stored Procedure if needed

• Advanced Accounting Console (ACC)

• Same as separate Desktop application

• Any settings details now in Staff view are in ACC.

Marketing Module

• Communication templates

• Need extra fields?

• Click on ‘Additional Data Sources’

• These are IQAs that will be linked by ID of recipient

• Extra fields will appear in ‘Insert Field’ dropdown prefixed by ‘Data Source Alias’ entered when IQA was added.

• Can manually enter placeholder for field

• {datasourcealias.datafield attribute=“code”}

• ‘attributes’ are for formatting and are optional:

• uppercase

• lowercase

• format=“code”https://msdn.microsoft.com/en-us/library/26etazsy(v=vs.110).aspx

https://msdn.microsoft.com/en-us/library/c3s1ez6e(v=vs.110).aspx

Marketing Module… cont’d…

Formatting examples for date fields:

Join date 'as-is': {#MemberProfileQuery.JoinDate}

Join date 'Long Date': {#MemberProfileQuery.JoinDate format="D"}

Join date 'Month/Day': {#MemberProfileQuery.JoinDate format="M"}

RiSE Menu – The Basics…

• Site Builder

• Manage sitemaps – navigation and menus

• Manage websites – create/delete, look & feel

• Manage shortcuts – simplified URLs

• Page Builder

• Manage content – put iParts on web pages

• Manage layouts – structural templates for pages

• Intelligent Query Architect

• Build queries for iParts and reports

• Business Object Designer

• Make database tables and views available to IQAs


RiSE – one database, many websites

Member (Public) Site

• Can have ‘normal’ and ‘mobile’ sites

• Responsive template can do both

• Separate or micro sites for special events or projects –Annual Conference, Awards Dinner etc.

• Can use roles to restrict what is shown to certain members

Staff View Site

• Staff view is another web site

• Can control what menu items are shown to particular staff based on roles

• Can also make a separate staff site with fewer menu items, suited for larger organizations with large ‘vertical-focussed’ departments (sales, certification, marketing)

RiSE making a website

• Core and Quick Start Sites are locked, limited changes possible

• To make a changeable copy

• RiSE > Site Builder > Manage websites

• New > Folder (NiUG Examples)

• Pick site to copy. Organize > Copy

• Select folder ‘NiUG Example

• Organize > Paste Enter new name

• Click on new site and click on Publish

RiSE making a website cont’d…

• To modify menus

• RiSE > Site Builder > Manage sitemaps

• Pick website from dropdown

• Remove menu items (select item Organize > Cut) and Publish the site

• To find URL for website (Manage websites > Properties)

Root URL plus Site URL

http://localhost/iMISTOUR20/StaffM


• Staff site content will have to be unlocked before editing

• Copy content as required

• Page Builder – Select Organize Copy, Paste in new folder

• Link copied folder to new sitemap

• Site Builder > Manage Sitemaps (direct link to page) …or…

• Site Builder > Manage shortcuts (if shortcut is used)

• Add New…


• Modify site content as required

• RiSE > Page Builder > Manage content

See those yellow lines? If RiSE stops publishing new content/changes – recycle AsiPublisher

AppPool in IIS (if you have access…)

Intelligent Query Architect (IQA) Tips

• Include org. abbr. (XYZ) in IQA name example: XYZ_MemberInfo

• Protects it from being overwritten in an upgrade

• Easier to find when searching

• Helps identify customizations when viewing IQA path

• To troubleshoot IQA giving odd results, copy and paste SQL code from Summary tab into SSMS.

• May have to remove security code

• Hard code or define variables for parameters

IQA Tips cont’d…

• Can insert SQL in when in Advanced mode to handle data formatting or complex queries. Example: This progress tracker needs a number for the goal amount ‘CAST (0 AS INT)’ sets goal as 0


Business Object (BO) tips

• Business Objects can be built from iMIS standard or User-Defined tables, or custom database views

• Why create a view?

• Sometimes IQAs get too complicated

• Data isn’t showing in correct format

• IQAs can’t do more complex queries (UNION, CROSS)

• If table or view is changed (columns added or renamed)

• Add new/renamed columns to BO and republish

• Include org. abbr. (XYZ) in BO name example: XYZ_MemberInfo

• Protects it from being overwritten in an upgrade

• Easier to find when searching

Caution: Bug in iMIS causes issue if you rename a BO, just make a new one

Questions…

Jason Bartlett | NFPLogic

[email protected]

iMIS Online Help

help.imis.com

iMIS 20-100/200 or

iMIS 20-300 version

TaskCentre T&T from 2015Bonus Material

Triggers vs Scheduled Jobs

Triggers

• Immediate response to a change in data, status or completed transaction

• Predictable number of records to be handled (online order vs. batch close) – typically just one.

• Best to trigger on specific field(s) in table (not whole table)

Scheduled

• Daily or several times a day

• Design must handle zero, one or multiple records – not predictable

• Mark items as completed by writing ACTIVITY record when done and checking next time job runs

TaskCentre Tips & Tricks

• Remove unused steps from Environment – TC will run all steps, even if not in use

• Use Nouns and Verbs in your step names

• Save as File and Add Attachment – create dummy file with notepad before creating steps

• Dynamic Attachments – insert a known unique field in file name (Order Number)

TaskCentre Tips & Tricks

• Triggers – when developing and testing, you’ll need a method to force or replicate data change that fires the trigger (eg. stored procedure that creates an Activity)

• Click all the OKs – if a step is changed you have to Save at Step and Job level

• Exit the job early if there are no records to process (Decision step in scheduled job)

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Documents

iMIS Tips & Tricks to Save You Time & MoneyTaskCentre Tips & Tricks •Remove unused steps from Environment –TC will run all steps, even if not in use •Use Nouns and Verbs in your