Configure iMIS (EmptyDB)

iMIS needs to be configured before being made available for general use. You can customize fonts, colors, report layout defaults and other options at this point. You must also assign users to classes based on your licensing agreement, and set permissions.

Note: This section describes how to perform system configuration only. To configure specific features and areas, refer to the reference guide for each specific feature and area.

After you finish installing, complete configuration per your situation:

The System Setup in the Advanced Accounting Console provides configuration options for a variety of iMIS features. To access the System Setup in the Advanced Accounting Console, go to File > System Setup.

(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:

  • 11/16/2007 is the short date format that represents November 16, 2007
  • 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).

(Whenever you have the operating system of an iMIS server set for a region other than U.S. English, be sure to specify a matching Date Format in iMIS. The region is set through Control Panel > Regional and Language Options, Regional Options.)

For example, if the server specifies English (United Kingdom) for the regional language, 16/11/2007 for the Short date format, and 14:16:26 for the Time format, you must make iMIS match by specifying D/M/CY H:N:S in iMIS.

Do the following to define the date/time format for iMIS:

  1. Log on to Advanced Accounting Console with the MANAGER logon.
  2. Go to File > System Setup.
  3. Click Edit.
  4. In the Date Format field, specify a combination of variables that represents the Short date and Time formats used by the operating system of the iMIS application server. For example:
    • m D CY H:N.S.s returns JUN 12 2008 15:45.00.00
    • D m Y H:N A returns 12 JUN 08 3:45 PM
    • M/D/Y H.N returns 06/12/08 15.45
    • YMD returns 080612
  5. Click Save.
  6. Restart iMIS.

    7. Variable

    		Description Example
    Y Year, 2-digit 99
    y Year with Century, 4-digit 1999
    C Century, 2-digit 19
    M Month, numeric 06
    m Month, 3-character abbr. In caps JUN
    D Day of month, cardinal 12
    d Day of month, ordinal 12th
    W Day of week, numeric, Sunday=0, Saturday=6 5
    w Day of week, full name Friday
    H Hour of day, 24-hour format 0-23
    h Hour of day, 12-hour format 1-12
    N Minutes, 2-digit, with leading zero 07
    S Seconds, 2-digit, with leading zero 02
    s Hundredths of seconds, 2-digit 37
    A AM/PM, all caps AM

The font table controls the fonts that are used for reports in iMIS. The type and size of the font determines how the report will print both on the screen and on the printer. If the fonts are not properly set, the output may cause a reduction in printing speed, loss of quality, or missing components.

View the font table to make sure that it is properly set up and that all of the necessary fonts are installed.

iMIS runs a customizable stored procedure that replaces foreign characters (ASCII 128 to 256) with standard equivalents (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.

The following table indicates how iMIS replaces foreign (high ASCII) characters before it adds a name or address to a search index.

Original Replacement Original Replacement Original Replacement Original Replacement
Š S È E ä a € E
É E

å

a Œ C Ê E
Æ a Ž Z Ë E ç c
™ T Ì l è e š s
Í l é e ž z Î l
ê e Ÿ Y Ï l ë e
¥ y Ð D ì l § S
Ñ N í i © c Ò O
î i ª a Ó O ï i
® R Ô O ð o ² 2
Õ O ñ n ³ s Ö O
ò o µ u × x ó o
¹ 1 Ø O ô o ¼ 4
Ù U õ o ½ 2 Ú U
ö o ¾ 3 Û U ø o
À A Ü U ù u Á A
Ý Y ú u  A Þ P
û u à A ß s ü u
Ä A à a ý y Å A
á a þ b Æ A â a
ÿ Y Ç C        

Many iMIS processes and reports are tied to Org Codes that relate to your organization’s various public faces, each of which might have a different name, mailing address, logo, letterheads, taxation method, and so forth. You define your various Org Codes and their related information in the Organization Names window.

Do the following to set up organization codes:

  1. Log on to iMIS Advanced Accounting Console with the MANAGER logon.
  2. Go to File > System Setup.
  3. Click Organization Names.
  4. Click New and add your organization name and related details:
    • In the Org field, enter a code for the organization.
    • If this org code is for your main organization headquarters, select the Default Organization checkbox.
    • In the Name field, enter the official name of the organization.
    • In Invoice/Receipt Address, enter the street address to which invoices and receipts for the organization should be shipped.
    • (optional) In the Logo area, paste the graphic, which must be a 256-color BMP. The preferred image size is 130 pixels by 125 pixels.
    • (optional) In the Letterhead like Single Line Address field, enter the address as it should appear on letterheads generated by iMIS.
    • From the Taxation Method options, choose an appropriate taxation method.
    • (optional, Fundraising) In Interest Code, enter or select (press Ctrl+L) the interest code associated with each fund.
    • (optional, Fundraising) In the Registration Number field, enter the registration number or tax identification number associated with the organization or fund. All Fundraising organizations must have a registration number (Canada) or tax identification number (U.S.) to claim and verify tax-exempt status.
  5. Click Save.

Note: Exit and reopen iMIS Advanced Accounting Console to see and use the new Org Code. Others logged in with iMIS Advanced Accounting Console will also not see the new Org Code until they restart.

There are several places in iMIS to enter field names, for example, Configure > Membership > Configure membership options > Advanced > Name/Address FindList Fields. Failing to propagate field name changes across all locations will result in errors.

Note: Since these field names are defined during module-level setup, warn all staff who will be configuring iMIS against changing field names without notifying system administrators.

Once a field name is changed, open the following areas to change values to match:

  • Module system setup screens
  • Ad hoc searches and customized reports
  • Special pricing in Orders
  • Automatic generation of function/meeting names
  • Billing special pricing
  • Anywhere else that you know explicit field names are referenced

With each new release of iMIS, ASI creates a set of tab-delimited files and posts them along with a command line DTS utility for loading them into your iMIS database. Loading the latest tab-delimited files into your iMIS database ensures that your Zip_Code table has the latest USA zip code information available at the time of release.

Do the following to load tab-delimited files:

  1. Log on to iMIS Advanced Accounting Console.
  2. Configure Customer Setup before loading the tab files.
    • Go to Configure > Membership > Configure membership options > Address and Notes.
    • Specify the Zip Options.
  3. From the Downloads area of the Support site, locate and download the following files:
    • The command line DTS utility for loading the latest set of tab-delimited files
    • The latest set of tab-delimited files
  4. Follow the instructions on the Support site and in the downloaded files for running the DTS package.

The proportion of licensed Full and Casual users is determined by the Users Allowed field and the CASUALnn license keyword entered into the Products field. The CASUALnnvalue specifies the total number of licensed Casual users. The Users Allowed value specifies the total number of licensed Casual and Full users. The Users Allowed value, minus the number in the CASUALnnkeyword, specifies the total number of licensed Full users. For example, if the Users Allowed value is 40 and you add a CASUAL15 keyword in the Products field, you can enable 25 Full users and 15 Casual users.

Note: While you define user records, track your allocation of Full or Casual users as allowed for by your named license agreement, so that you avoid exceeding that allowance and creating work for yourself to fix any failed user record definitions.

For new installs, you must define user records for your initial set of Full and Casual users, because all iMIS users require a defined user record to access iMIS. A new installation auto-creates only one iMIS user record: the special MANAGER user record that is the effective super admin of iMIS.

After upgrading, all auto-converted user records are set as Full users (which you will need to adjust per your licensing), and all are disabled. Use the MANAGER account to update the System Setup window with the licensing values that specify the number of Full and Casual users allowed. Set the auto-converted user records to the appropriate user class, and the records will be enabled as each user logs in. You cannot enable more Full or Casual users than allowed by your license. If you exceed your count, keep those users disabled or set them to Public.

By default, passwords must contain at least seven characters with at least one numeric character and at least one alphabetic character. You can change the default password complexity requirements by editing the C:\ Program Files (x86)\ASI\iMIS\Net\web.config file for the iMIS application. Otherwise, users will get login errors.

Although you also can manually create user records for Public users, you rarely need to. Anonymous visitors to your website (see Types of iMIS licenses and views) can register themselves, which automatically does the following:

  1. Creates a contact record of The default Customer Type defined in Settings > Organization.
  2. Creates an associated user record and authentication record for the contact record.
  3. Assigns that user record to the Public user class.

It's important to change the system setting path for the Order Confirmation template before you go live with your website, or before you begin sending order confirmation emails. By default, this system setting uses the ASI Order Confirmation template. This template is provided so organizations can quickly customize an order confirmation email and begin sending order confirmations as soon as possible.

We suggest this template be copied and then modified so that it is unique to your organization. After you have created a custom Order Confirmation template, you will need to update the system setting to use the custom template. See Managing the Order Confirmation template for more information.

Sample templates are also used in out-of-the-box scheduled tasks:

Scheduled task Communication template
Event confirmation email Event Confirmation
Donation thank you email DonationThankYouTemplate
New member welcome email New Member Welcome Email

Scheduled tasks are disabled by default. Before these scheduled tasks are enabled, we suggest that the following be performed:

  1. Copy the communication template being used.
  2. Tailor the copied template.
  3. Update the Action in the scheduled task so that it is using your custom communication template.

Your iMIS database stores configuration parameters that control the layout and design of reports generated through Reporting Service (SSRS). These parameters in the SystemConfig table control the look and feel of SSRS reports being created system-wide.

For example, if you have international customers, a helpful change might be to configure the reports for A4 format (21.0 x 29.7 cm).

Note: Like Word templates, these configuration settings control new reports only; layout changes do not propagate to existing reports. Therefore, test and perfect your settings before creating new SSRS reports, to minimize the need to repeat your work again later.

Do the following to change SSRS layout parameters:

  1. Use your favorite SQL query tool to access the SystemConfig table in iMIS.
  2. Change the values as needed.

    3. Note: For valid color names and samples, search the web for aspnet named colors.

  3. Restart IIS (or reboot the server) to clear the cache and apply the changes.

You can generate the following table using this query:

select ParameterName, ParameterValue, Description
from SystemConfig where ParameterName like 'SSRS%'
order by ParameterName
SSRS.[ParameterName] Value Description
.BodyReportItemsHeight 0.2 Body report items height (units only, no UOM) used when generating SSRS reports
.BottomMargin 0.5 Bottom margin (units only, no UOM) used when generating SSRS reports
.DetailFont Arial Detail font for generated SSRS reports
.EnableGreenBar false Turns on alternating background color in rows of generated SSRS reports
.FieldHeaderBackgroundColor White Named color used when generating SSRS reports
.FieldHeaderForegroundColor Black Named color used when generating SSRS reports
.FooterHeight 0.3 Footer height (units only, no UOM) used when generating SSRS reports
.GreenBarBackgroundColor LightSteelBlue Named background color used when EnableGreenBar is true for generated SSRS reports
.GroupHeaderBackgroundColor LightSteelBlue Named color used when generating SSRS reports
.GroupHeaderForegroundColor Black Named color used when generating SSRS reports
.HeaderFont Arial Narrow Header font for generated SSRS reports
.HeaderHeight 0.25 Header height (units only, no UOM) used when generating SSRS reports
.LandscapeTotalWidth 11 Total page width (units only, no UOM) for landscape orientation paper used when generating SSRS reports
.Language en-US Default language used when generating SSRS reports
.LeftMargin 0.5 Left margin (units only, no UOM) used when generating SSRS reports
.PageFooterBackgroundColor White Named color used when generating SSRS reports
.PageFooterForegroundColor Black Named color used when generating SSRS reports
.PageHeaderBackgroundColor White Named color used when generating SSRS reports
.PageHeaderForegroundColor Black Named color used when generating SSRS reports
.PortraitTotalWidth 8.5 Total page width (units only, no UOM) for portrait orientation paper used when generating SSRS reports
.RightMargin 0.5 Right margin (units only, no UOM) used when generating SSRS reports
.SeparatorLineColor DarkBlue Color of the separator line for generated SSRS reports
.TableCellWidth 1.8 Width for table cells (units only, no UOM) used when generating SSRS reports
.TopMargin 0.5 Top margin (units only, no UOM) used when generating SSRS reports
.UnitOfMeasure in Unit of measure used when generating SSRS reports

Example of an Activity List report using the EnableGreenBar feature to highlight alternating lines.

iMIS Analytics brings true business intelligence to your iMIS solution, giving you the power to understand and analyze the performance of your organization in ways that are tedious or impossible with standard reporting tools. For more information, see Analytics implementation.