Registration iPart

 

Installation of the iPart

Do the following to install the iPart:

  1.  Download the Registration iPart.

    2. Note: You must be signed in to the CSI Cloud Dashboard to download the iPart.

  2. Go to RiSE > Document system.
  3. Do one of the following, depending on the version of iMIS:
    • iMIS 2017 - Select the ContentItems folder.
    • iMIS EMS - Select the iPartSource folder. If the folder does not exist, you must create it:
      1. Select New > Folder.
      2. In the Folder name field, enter iPartSource.
      3. Select the Allow only the following types of objects in this folder (select all that apply) radio button.
      4. Choose Zip File.
      5. Click Save.
  4. Select New > Zip File.

  5. Select the iPart Zip file.
  6. Click Upload.
  7. Confirm the ContentItems/iPartSource folder now contains the uploaded iPart zip file.

  8. (iMIS 2017 only) Navigate to the menu item RiSE > Maintenance > Deploy Content Items:
    1. If the Deploy Content Items menu item is not available, edit the sitemap and allow the menu to be visible.

    2. Deploy the content items and confirm the deployment.

    3. Review the output messages and validate the content item has been successfully unzipped. Make note of where the files were unzipped.

  9. Go to RiSE > Maintenance > Content types.
  10. Select the Events folder.
  11. Select New > Content Type.
  12. Choose Client-based (preferred):
    • Name of the Content Type - Cvent
    • Description of the Content Type - Cvent
    • iMIS EMS:
      • URL to the html file that is used to display items of this type at runtime - ~/iPartSource/CSI-Cloud-Cvent.zip/display.html 
      • URL to the html file that is used to configure iParts of this type - ~/iPartSource/CSI-Cloud-Cvent.zip/config.html

        • Note: In iMIS EMS, this URL is where the zip file can be found. This is likely the listed link, as an iPartSource folder should have been created.

    • iMIS 2017:
      • URL to the html file that is used to display items of this type at runtime - ~/areas/CSI-Cloud-Cvent/display.html *URL to the html file that is used to configure iParts of this type.**
      • URL to the html file that is used to configure iParts of this type - ~/areas/CSI-Cloud-Cvent/config.html

        • Note: In iMIS 2017, this URL is where the zip file was unzipped. It should also likely be the listed URL.

  13. Click Save.

Configuration of the iPart

The iPart must first be on a page to be configured.

Do the following to configure the iPart:

  1. Go to RiSE > Page Builder > Manage content.
  2. Open the content record that the link to the Cvent registration page should be on.
  3. Select Add content.
  4. Open the Event folder, then double-click the Registration iPart:
    • Event Code - The specific code for a Cvent Event, for example: 2GNQVNC5PWB

      • Note: If you have already integrated Cvent and iMIS via CSI cloud, this link will display the possible event codes.

      Note: The iPart will yield a 404 error if the event it is being used with is not set to Active.

    • Authentication Method - How the potential registrants will be authenticated using the IQA.
      • Credentials - Requires users to authenticate with their iMIS web login and password (preferred method).
      • Email Address - Allow users to authenticate by entering their email address.
    • Target Page - This will set the landing page in when redirected to Cvent (Summary, Invitation, Registration).
    • Automatic Redirect to Cvent - This will redirect the user to Cvent (they will not have to click Register).
    • There are two properties used for the Registration Prompt:
      • Button Text - Text value to display for the registration button. The default value is Register Here.
      • Button CSS Class - Cascading Style Sheets class value set on the registration button. The default value is TextButton.