Utilities

1. Choose your ID input method from one of the following:
   • Input from file
     • Click Browse. A browse dialog opens.
     • Browse to and select the text file containing ID numbers, one ID per line.
   • Input from Query
     • Enter a SQL query to run against the Name table. A message shows how many IDs have been selected.
     • Click OK to close the message.
2. Click Step 1 - Load IDs to load the IDs and enable the Activity Type field, Trans.Date field, and Step 2 - Set Values option. The remaining fields and buttons remain disabled and grayed-out until an Activity Type is selected from the drop-down list.
3. Select an Activity Type from the drop-down list. When an Activity Type is selected from the drop-down list, the user-defined fields and prompts that are set up for that activity type become available in the Import activities window.

Note: The fields from the Activity Type field thru and including the User Field 7 field in the Import activities window are defined in the Activity types window by your administrator. The remaining fields in the Import activities window are available whenever an Activity Type is selected from the drop-down list. These are not user-defined fields, and knowledge of iMIS business processes is required to use them successfully.

4. Enter values in the fields defined for the activity type.
5. Click Step 2 - Set Values. When the step is complete, the Transformation Query field, and the options Optional Step 3 - Transform, Preview, and Step 4 - Generate Activity are activated.
6. Click Preview to display a grid-view of the records in the Activity Importer table.

Note: At this point, nothing has been written to the Activity table.

7. Use the side and bottom scroll bars to check the data entered.
8. Click Hide Preview to return to the Import activities window.
9. (optional) Enter a SQL statement in the Transformation Query field to make any necessary modifications. For example, modify the Committee from Award Selection to Awards Presentation.
10. (optional) Click Optional Step 3 - Transform to update the ActivityImporter table and display a Transformation Complete message.
11. Click OK to continue.
12. (optional) Click Preview to display the grid-view and verify your modifications.

At this point, you can click Hide Preview and continue with transformation queries. For example, you could update the Activity.CO_ID field by using the following query:

Update ActivityImporter Set CO_ID = Name.CO_ID From Name where Name.CO_ID = ActivityImporter.CO_ID

You can also use the transformation query to delete records from the ActivityImporter table before generating activities as in the following example:

Delete from ActivityImporter Where ID = 140

13. After verifying that the values entered in the activity fields are correct, click Step 4 - Generate Activity.

A system message informs you that activity records will be created.

14. Click Yes to create the activity records. After the activities have been created, the product displays a “Process is complete” message.
15. Click OK.

From File, select System Setup

• License Control - The following information should be entered from the data on the license sheet that accompanies an order:
  • System Name - The title you want displayed on the main iMIS window
  • Version - The current version of iMIS installed
  • Install Date - The date the current version was installed
  • Serial # - The iMIS serial number provided on your System Setup sheet
  • Licensed To - Company name in which iMIS is licensed
  • Products - The list of current features installed
  • Users Allowed- The number of users allowed to access iMIS at one time
  • Max Records - The maximum number records allowed for the license
  • Expiration - The license expiration date
• Organization Names - Opens the Organization Names window where you can enter logos and addresses for each organization. This is also where the taxation method for the organization is selected.
• SQL Security Setup - Opens the SQL Security Setup window where you can set database passwords.
• Preferences:
  • Date Format - (defaults to D/M/CY) If needed, override the default date format.
  • Auto Logout After - Specifies a time, such as the end of your normal business hours, when you want iMIS to automatically log out any logged-in but inactive users. The logout will not interfere with users in the middle of actions or procedures in iMIS; rather, it waits for a period of inactivity (no keystrokes, mouse movements) before logging off the user. Those wanting to work later that this “auto logout” hour can log back in and work undisturbed.
  • Lower Case Words - Specifies a list of words that you do not want capitalized
  • Company Sort Excluded Prefixes - The list of prefixes to ignore when sorting company names, which can include prefixes in foreign languages.
  • Upper/Lower - Select this option to allow iMIS to automatically apply capitalization rules to name and address fields so that the text appears in Title (upper and lower) case. When you enter text into these fields, iMIS will capitalize the first letter of each word, except for the words listed in the Lower Case Words field. For example, if you entered “the university of texas at austin,” iMIS would format it as The University of Texas at Austin.
  • Choose Report Folder - Used to enter the location where stored Crystal reports are saved and accessed through the Print Manager (File > Print Manager).
  • Save Reports for __ Days - Specifies the default number of days to store Crystal reports in the Print Manager. If a different period is specified in the Detail Report Parameters window of the report, the days set in the report overrides the System Setup.
  • Choose MS Word Folder - Used to enter the location where MS Word templates are stored and accessed.
  • Activity Attachments allowed - Select this option to enable the activity attachment feature that enables you to attach a file to an activity record and save it to the iMIS database. For example, you can attach a Microsoft Word document, PowerPoint slide presentation, spreadsheet, graphic, e-mail file, or HTML page. Once the file is saved to the iMIS database, you can open it on your system using the associated application and view, modify, or delete it from within iMIS.
  • Web Server URL - Specifies the URL of your iMIS application server.
  • Do not retain printer destination (Terminal Server environment) - Select this option if you do not want iMIS to store the path to your default printer in the database (for example, if you access iMIS through a Terminal Server or Citrix connection that may append a network identifier to the path to your default printer, causing iMIS to designate your printer setting as invalid), you can select the Do not retain printer destination (Terminal Server environments) option on the System Setup window (selectFile > System Setup). When you enable this option, iMIS does not save the path to your default printer destination to the database. You will still be able to print to your default printer when you select the Printer option on the Report Destination window. If when starting a subsequent session iMIS detects a conflict with your printer setting (for example, if you select a different default printer), an error message will display and you will be able to select a valid printer. You can also click the Reset All button to clear any existing report destination values.
• System Defaults button - Used to Change Font Tables and access Help Options menu items. When the Help Options menu item is selected, the Help Options window opens where you can select (enable) or deselect (disable) the following options:
  • Help bar on – A dynamic, field-specific help line in the status bar at the bottom of the iMIS main window displays. This option must be enabled for the status bar to display. For example, when the cursor is positioned over the Joined Date field of the Name Maintenance window, the status bar displays Date membership began as additional information to help you know what to enter in the field.
  • Show help codes - Internal help codes display the associated iMIS table and columns. For example, when the cursor is positioned over the Join Date field in the Name Maintenancewindow, the status bar displays the Name.JOIN_DATE.

You must modify your license configuration whenever you purchase new iMIS features or add users to an existing license. Have your updated license sheet (license key information) handy.

Do the following to modify the license configuration:

1. Selec tFile > System Setup to open the System Setup window.
2. Click in the lower left corner of the window until the hidden control button appears.
3. Click Edit.
4. Enter the license information exactly as shown on the license key.
5. Click Save.

The Date Format field in the System Setup window is blank by default, which causes iMIS to use the U.S. English short date and time formats used in most U.S.-based computers. For example:

• 11/16/2016 is the short date format that represents November 16, 2016
• 2:16:26 PM is the time format that represents 14:16:26

Note: Use a format that displays the entire four-digit year so that users can verify the correct century. iMIS typically assumes a year of 29 or less to refer to the 21st century (30/3/22 = 30 March 2022) and 30 or higher as the 20th century (30/3/30 = 30 March 1930).

iMIS runs a customizable stored procedure that replaces foreign characters (ASCII 128 to 256) with standard equivalents (see Foreign language character replacement map) (ASCII 0 to 127) before it adds a name or address to a search index. Likewise, when you search for a name or address, iMIS runs the same stored procedure on the search text before it performs the search. The stored procedure works with all Microsoft SQL Server code page settings.

iMIS supports foreign language prefixes such as l' and d'.

• The lower-case word list accepts prefixes that contain an apostrophe.
• A customizable list (the Company Sort Excluded Prefixes list) can exclude prefixes that contain an apostrophe from the Name.COMPANY_SORT field.

Both lists are available on the System Setup window (in iMIS Desktop, select File > System Setup).

This window allows you to change the passwords of the SQL Server login accounts that perform transactions on behalf of iMIS Desktop users, and to enable iMIS to prevent data modification while reports are running.

Note: See Resetting the system-level SQL authentication passwords (see Resetting system SQL authentication passwords) in the Maintaining iMIS section of Installation.

This window contains the following fields:

• SQL User Password - (optional) Enter text here to generate a new password for the IMISUSER_[dbName] SQL Server login. Enter the text again in the Verify Password field.

Note: iMIS uses the password text to generate an SHA-1 hash, so enter a reasonably complex string. For example, a text string of 6-10 characters, including 1 or more digits and 1 or more non-alphanumeric characters, will result in a hash that should prevent dictionary-based attacks.

• SQL Manager Password - (optional) Enter text here to generate a new password for the MANAGER_[dbName] SQL Server login. Enter the text again in the Verify Password field.
• SQL Locking Control - (optional) Enter nolock here to enable iMIS to prevent data modification while a report is running.

Note: To prevent data modification while a report is running, enter NOLOCK in the report's Parameters field.

• Create SQL Logins - Resets the SQL Server passwords for the IMISUSER_[dbName] and MANAGER_[dbName] logins. iMIS prompts you to enter the password for the SQL Server sa login.
• Save - For the SQL password fields, this button generates password hashes and then stores them in the System_Params table. For the NOLOCK keyword field, this button saves the keyword in the System_Params table.

When you open an activity record and click the Attachment button on the Activity Detail window, you can attach a file to the activity record and save it to the iMIS database. For example, you can attach a Microsoft Word document, PowerPoint slide presentation, spreadsheet, graphic, email file, or HTML page.

Once the file is saved to the iMIS database, you can open it on your system using the associated application and view, modify, or delete it from within iMIS.