Getting Started Guide: iMIS Power Suite Cloud Dashboard

The iMIS Power Suite Cloud Dashboard is where you access your Power Suite tools. To gain access to the Cloud Dashboard, the following must be done:

  1. Obtain a Cloud ID from ASI Support.
  2. Obtain a Background Account license from ASI Orders.
  3. Create and update the Background Account.
  4. Update user accounts that will access the Cloud Dashboard.
  5. Access and update the Cloud Dashboard.
  6. Add App Users.
  7. Add Admin Users.
  8. Use the Cloud Dashboard.

Obtaining a Cloud ID

When logging into the Cloud Dashboard, you will be prompted to enter your iMIS username, iMIS password, and Cloud ID. The Cloud ID comes from ASI Support. The Cloud ID is a short, alphanumeric name that identifies and points to your instance of iMIS. Typically, it is in the following format:

  • [Organization Acronym]imis
  • [Organization Acronym]test (for test databases)

    • Example:  abcimis or xyztest

Do the following to obtain your Cloud ID:

  1. Confirm your iMIS URL:
    1. Go to the Cloud System Readiness Check page.
    2. Enter the URL for your iMIS instance, such as https://mysite.org/.
    3. Click Start Test for your region.
    4. The test results page will show a green checkmark at the top of the page if your site is configured correctly. Otherwise, you will see errors on the page that indicate the problems that were found and potential solutions for those problems.
  2. After all checks are green, contact ASI Support with the following information:
    • Your name and email address.
    • Full organization name.
    • URL for iMIS that passed the readiness check.
  3. ASI will verify your URL and then assign you a Cloud ID.

Test instances

ASI policy states that each customer who has at least one active app subscription (or trial/demo) is entitled to two Cloud IDs, one for a production/live iMIS database, and one for a test/development iMIS database. If you would like to activate your test cloud ID, ensure that the URL is also public facing, and then submit a new support ticket with your test URL requesting a test Cloud ID.

Obtaining a Background Account license

The Background Account is used by the Power Suite applications to communicate with iMIS directly, without the need for someone to be signed in. This allows for applications, like iDMS, to perform jobs overnight, and the Cloud SSO to authenticate users 24/7. The Background Account is a required setup step for all Cloud IDs that exist on the Power Suite Cloud Platform.

Do the following to obtain your free background account:

  1. Send an email to ASI Orders (asiorders@advsol.com).
  2. In the email, request the free API Connector License for the Background Account used with Power Suite products.
  3. Optionally CC your CPIL or AiSP.

Important! Do not use the MANAGER account as the Background Account. This password changes regularly and will result in a lost connection between iMIS and your Power Suite tools.

Creating and updating the Background Account

After you have the API Connector License applied to iMIS, you must create the Background Account:

  1. Go to Community > Add contact.
  2. Enter a First name and Last name. It is recommended to name the new account something that you recognize, such as Power Suite.
  3. Click Save.

  4. From the account page, click the Security tab.

    5. Note: If you do not have the Security tab on your account pages, go to Community > Security > Users. Search for and open the new account.

  5. Click the + icon next to Username:
    1. Username - PowerSuite
    2. Password & Confirm Password - Any password you choose
    3. Email - Email associated with the account, preferably the email of the admin of the account
    4. Click Create User.

  6. Update the User class to Full user.
  7. From the Roles area, select Add.
  8. Enable RemoteService and SysAdmin.
  9. Click OK.
  10. Click Save.

Updating user accounts that will access the Cloud Dashboard

Any staff users that must log in to the Cloud Dashboard and use Power Suite apps will need the RemoteService role assigned.

To add this security role to a user, do the following:

  1. Go to Community > Security > Users.
  2. Search for a user by username or other criteria.
  3. Select the username.
  4. From the Roles section, select Add role.
  5. Enable the RemoteService role.
  6. Click OK.
  7. Click Save.

Note: It may take several minutes for this change to take effect. If you are not able to log in to the cloud right away, wait a few minutes, then try again.

Accessing and updating the Cloud Dashboard

Using the new Background Account, access the Cloud Dashboard:

  1. Go the Cloud Dashboard.
  2. Enter the following:
    • iMIS Username - The username you created for the Background Account.
    • iMIS Password - The password you created for the Background Account.
    • Cloud ID - The Cloud ID sent to you by ASI Support.
  3. Click Log In.

    4. Tip: If you are have issues logging in, see Login Troubleshooting.

  4. Click My Account.
  5. Click Update My Account Info.

  6. Enter the iMIS Username and iMIS Password the Background Account.

  7. Click Save Changes.
  8. Continue to add App Users, including your own iMIS username. Using the Background Account to access the Cloud Dashboard should be a one-time occurrence. Going forward, you should use your own iMIS login.

Adding App Users

An App User is someone who has been assigned permission to use a particular cloud app within the Cloud Dashboard. Before any apps will appear in the side navigation of the Cloud Dashboard, users must be assigned to use them (including yourself).

App Users can App Users cannot
  • Browse and use any Cloud Apps that they have been assigned to
  • Add or remove other App Users
  • See or use any Cloud Apps that they have not been assigned to

Do the following to manage App Users:

  1. From the Cloud Dashboard, click My Account.
  2. Click Assign or Remove Users.
  3. On this screen, you will see a list of all licensed cloud apps. To add a user, start typing an iMIS username in the box. Click to select one, and then click Assign User.

  4. Continue adding users for each app.

Adding Admin Users

An Admin User is a user with administrative privileges within the context of the iMIS Power Suite Cloud Platform. Any iMIS staff member with active user credentials in iMIS can be an Admin User.

Admin Users can Admin Users cannot
  • View a list of all active app subscriptions
  • View and manage other Admin Users
  • View and manage App Security for all other users
  • Update account settings, including the Background Account
  • Use a particular Cloud App, unless they are also assigned to it (see below)
  • Log in as, or impersonate other users within their organization

Note: The first user to sign in to the Cloud Dashboard becomes an admin. If this user is deactivated or removed from iMIS, it is possible to end up without a valid admin account. In this scenario, please contact ASI support providing your Cloud ID, and we will manually add an admin user back for you.

Do the following to manage admin users:

  1. From the Cloud Dashboard, click My Account.
  2. Click Add or Remove Admin Users.

  3. Add the users who should have administrative rights to the Cloud Dashboard.

Permissions overview: App user versus admin user

  Admin User App User Notes

​Log into the Cloud Dashboard

 No ​No Any user in iMIS with credentials can log in, but if they are not an admin, and not assigned to any apps, they will only see an empty dashboard.
Use a given Cloud App No Yes Admin users cannot explicitly use any Cloud Apps, unless they assign themselves as an App User to each app.
Add or Remove App Users Yes No
Add or Remove Admin Users Yes No


Update the Background Account Yes No


View Subscription Information Yes No


Example

The following table shows an example organization, including each staff user, their assigned role(s), and what functions they can perform in the Cloud Dashboard.

Name Department Assigned Role(s) Notes
​Bob S.
Director of IT		 IT​ ​Admin User

​Bob needs Admin User rights to be able to manage the app security for his organization, including assigning other staff members to the Cloud Apps they've purchased.

Bob isn't an App User because he doesn't need to use any Cloud Apps himself.
Jeff T.
Database Administrator 		IT Admin User
App User - DataStation

Jeff's manager Bob has given him Admin User rights, so that in the event that Bob is unavailable, Jeff can also manage App User assignments.

Bob has also asked Jeff to keep the Background Account up to date.

Jeff has also set up a few outbound data transfers via DataStation that he needs to manage, so he has assigned himself to be able to use DataStation.
Veronica W.
Developer 		IT App User - Cloud SSO Bob has given his developer, Veronica, access to the Cloud SSO app so that she can manage the SSO apps and settings that she is developing with.
Sarah E.
Membership Coordinator 		Membership App User - iEmail Cloud
App User - iDMS iImport		 Sarah is an App User who has been assigned to iEmail Cloud and iDMS iImport because Sarah is in charge of keeping membership records up to date.
Rebecca N.
Communication Director 		Marketing App User - iEmail Cloud Rebecca is an App User who has access to iEmail Cloud, so that she can send emails to committees and groups of members in iMIS more easily.

Using the Cloud Dashboard

To get started using the Cloud Dashboard, see Using the Cloud Dashboard.