iMIS Community blogs

Asi.iBO.Errors.CErrors.NewError may throw

jyoung — Mon, 23 Aug 2010 14:04:56 -0400

Since this doesn't seem to be documented anywhere online (particularly in the API documentation), it is worth noting that CErrors.NewError will throw an exception if the ThrowExceptionOnError property of the associated IiMISUser object is set to true (assuming you are creating an Error and not a Warning). In this case, it will always throw and never return. At least that's what I gather from digging around in reflector:

Raiser's Edge Conversion (pdf files)

tinahaglund — Tue, 10 Aug 2010 13:43:18 -0400

Has anyone converted pdf files from Raiser's Edge to iMIS 15?

I have been told the pdf files are actually stored in the RE database.

Any assistance would be appreciated!

Unexpected CPayment behavior

jyoung — Thu, 05 Aug 2010 10:49:46 -0400

This NUnit TestFixture demonstrates some unexpected behavior in CPayments. Note that you will need to alter or provide some of the values to run on your machine, if you so choose, but I think you can see by reading this some gotchas to look out for:

using System; using System.Configuration;


using Asi.iBO;

using Asi.iBO.Financials;

using NUnit.Framework;
namespace Crown.Imis.IntegrationTests

{

    [TestFixture, Explicit("demos")]

    public class CPaymentGotchaDemonstrations

    {

        [TestFixtureSetUp]

        public void TestFixtureSetUp()

        {

            iboAdmin.InitializeSystem(ConfigurationManager.ConnectionStrings["DataSource.iMIS.Connection"].ConnectionString);

        }
        [Test]

        [ExpectedException(typeof(ArgumentOutOfRangeException))]

        public void Demo_Setting_CreditCardNumber_toVisaTestNumberAfterSetting_CashAccountCode_CausesUnhandledException()

        {

            var payment = new CPayment(CStaffUser.GetDefaultStaffUser())

            {

                CashAccountCode = "VISA",

                CreditCardNumber = "4007000000027"  // VISA test number, eh?

            };

        }
        [Test]

        [ExpectedException(typeof(Asi.iBO.InvalidCardNumberException))]

        public void Demo_Setting_CreditCardNumber_to011201539123After_CashAccountCode_Causes_InvalidCardNumberException()

        {

            var payment = new CPayment(CStaffUser.GetDefaultStaffUser())

            {

                CashAccountCode = "VISA",

                CreditCardNumber = "011201539123"   // it's irrelevant how I came up with this number.  No idea yet on what is wrong with it.

            };

        }
        [Test]

        public void Demo_Setting_PaymentType_After_CreditCardNumber_Clears_CreditCardNumber()

        {

            var payment = new CPayment(CStaffUser.GetDefaultStaffUser())

            {

                CreditCardNumber = "4007000000027", // VISA test number

                PaymentType = EnumPaymentType.Check

            };
            Assert.IsNullOrEmpty(payment.CreditCardNumber);

        }
        [Test]

        public void Demo_SettingCashAccountCodeChangesPaymentTypeToCreditWhenCashAccountIsCreditType()

        {

            var payment = new CPayment(CStaffUser.GetDefaultStaffUser());

            payment.PaymentType = EnumPaymentType.Check;

            payment.CashAccountCode = "VISA";

Assert.AreEqual(EnumPaymentType.CreditCard, payment.PaymentType); } } }

Blog interrupted by newly discovered shortcut

Mark Dennison — Tue, 03 Aug 2010 15:46:32 -0400

Last Friday, I had started to blog about a couple of new shortcuts I learned of on Lifehacker.com. Just before posting, I accidentally discovered another one that blew away the content of my post.

In Windows Explorer (Vista and 7):

Rename Files Fast with the Tab Key - I started using this with file preview to quickly rename scanned files that the scanner delivers as datestamp.pdf. This method also helps overcome the frustion of delays when trying to right-click to rename files on far-remote mapped drives or WebDAV drives.
Rename Windows Files in Bulk - I was happy to find this. Not too long ago, I resorted to a batch file to do a very similar rename.

Also be sure to check out The Best New Windows 7 Keyboard Shortcuts

Using a Query as a source for IQA

Sheryl McKenna — Tue, 03 Aug 2010 14:56:23 -0400

I have a client who wants a list of a particular member type (REG) who reside in Canada or in Washington State.

This is really easy to do with SQL: SELECT Full_Name, ID, State_Province, Country, Member_Type FROM Name WHERE STATE_PROVINCE = 'WA' OR COUNTRY = 'Canada'

I tried using IQA in the following ways:

Create a query where I use the CsContact BO and Filter Member Type = "Regular" AND State Province = "Washington" OR Member Type = "Regular" AND Country = "Canada" Depending on the order, I either get all Washington or All Canada, but never both. If I try Member Type = "Regular" and State Province = "Washington" or Country = "Canada" I get the same results, depending on the order
I tried creating two queries - one where Member Type = "Regular" and Country = "Canada" and one where Member Type = "Regular" and State Province = "Washington" then used left outer joins to the CsContact BO for each of them, but got multiple lines for each result and only ID numbers, no other fields
I created a query to just show Member Type = "Regular" and then used it as my source for a query where Country = "Canada" or State Province = "Washington" and was able to get only Canada and Washington but for every member type.

The only solution I could find was to use State Province and select all the Canadian provinces as well as Washington. This works for now, but in the future they will be asking me for this type of thing again and it may not be possible to make the filtering selections from one field. Did I do something wrong with my joins or my filters?

Checking the versions of iMIS ActiveX components

Henry Huey — Tue, 03 Aug 2010 12:53:10 -0400

There are several ways to confirm that your iMIS Desktop installation has the correct versions of ActiveX components. The installer normally handles this, but once in a while some environmental issue interferes, leaving an older version of a component installed.

In iMIS Desktop, pick Help> About >System Info.
Download the AsiVersion utility from www.advsol.com/downloads - scroll down to the Diagnostic Tools folder and download AsiVersion.zip.
Add file version to Windows Explorer
1. Right-click on the field columns header
2. Pick "More..." from the context menu
3. Check "File version" in the list.
4. By default, iMIS ActiveX files are in C:\Program Files\ASI\iMIS15\ActiveX. Note that this checks the file version, but doesn't check the COM registered version loaded by desktop (they'll be the same, unless there's a problem). The first two options do.

command script to refresh the IIS world

Henry Huey — Tue, 03 Aug 2010 12:21:55 -0400

This is a command script I use to reset the iMIS world completely in my local development environment, making sure nothing's cached in IIS or ASP.NET. The script stops the Publishing and Workflow services, stops IIS, deletes the files in the ASP.NET cache, starts everything back up, and recycles the application pool used by iMIS.

Copy the lines below and save them in a .cmd file. It needs to be run as administrator.

Adding public view pages to a content record

MikeMcCormack — Fri, 30 Jul 2010 09:27:21 -0400

I don't think this is possible, but who knows, I may be wrong. My client wants to have the ablility to include public view content on a regular content record. e.g. Say they create a content record that has the format of 1 over 1. They want the abiltiy to put text in the top box and then have the public view page content in the lower box. Is this possible? If yes, how was this accomplished?

Why. Is New Content. Generated. From the Bottom?

apryor — Wed, 14 Jul 2010 16:55:28 -0400

I am having an extrememly difficult time in MOVING a Web part once I've created it within a content record. It seems that if I have a content record with too much content on it, I get this error:

Error: The collection already contains the specified content item.

This is as was already catalogued previuosly here and as was submitted as a ticket. I do not know if ASI has bothered to resolve it.

off-topic - need suggestions for a Lead generation service/tool

Aby Singh — Wed, 07 Jul 2010 11:39:02 -0400

I am looking for a lead generation tool to collect contact info from visitors when the download some white papers on my site. Could any one suggest a serice they have used for this? i would prefer to have a landing page on my site that lists the documents and gathers info from visitors or use an email bulletin that send out these links to a group of people with our target market (R&D professionals).

IQA query to list IQA queries

Henry Huey — Fri, 02 Jul 2010 12:02:10 -0400

Here's a way to create an IQA query to list IQA queries and display their full document system path.

First, create a view to wrap the asi_PublishedDocumentPath function. This view definition is for published documents only (status = 40), but change it if you need different results.

CREATE VIEW [dbo].[vDocumentPath] AS
 SELECT dbo.asi_PublishedDocumentPath([DocumentVersionKey]) AS 'DocumentPath', [DocumentTypeCode]
   FROM [dbo].[DocumentMain]
 WHERE [DocumentStatusCode] = 40 AND dbo.asi_PublishedDocumentPath(DocumentVersionKey) IS NOT NULL

Next, in Business Object Designer, create a business object named DocumentPath. On the Database tab, add vDocumentPath, and both columns as properties. Save and publish.

Looking for TaskCentre customer examples

Ted Ericson — Wed, 30 Jun 2010 12:20:34 -0400

In preparing for a Discovery presentation (Sept 27-29, 2010) on how customers are using TaskCentre, I am looking for examples of how customers are using the product: screenshot of the task design pane, with explanation of what the task does, emphasis on how TC reduces staff busy work.

Got any examples for me? Post here or email me directly at tericson@advsol.com. I'll post what I get on the TaskCentre pages, as well.

Agile Austin: Resources for learning the method

Mary Connor — Tue, 22 Jun 2010 11:51:56 -0400

Agile Austin has put together a nice collection of resources for learning agile development practices: http://www.agileaustin.org/agile-resources/

It recommends books, websites, listservs, blogs, videos, and podcasts, to support many learning styles. It also links to tools that members have recommended for use with agile.

Pasting a clickable hyperlink into an Outlook 2007 message

Henry Huey — Mon, 14 Jun 2010 12:28:06 -0400

I'm reasonably sure this was working as I expected it to (i.e. copy a URL from the browser, paste it into a message, and it created a clickable hyperlink), but recently stopped working, such that I had to go through the extra steps of Insert / Insert Hyperlink. Maybe an Office update changed the setting, I don't know...

Anyway, to switch it back, Tools / Options / Mail Format tab; Editor Options / Proofing / AutoCorrect options; check "Internet and network paths with hyperlinks" on the "AutoFormat As You Type" tab. Note that the identical checkbox on the "AutoFormat" tab didn't affect this.

Updating an iMIS standard Crystal Report?

Donna_Bailey — Thu, 10 Jun 2010 09:57:05 -0400

I need to update the ARStatement crystal report to be able to select Meeting codes to exclude from the statement reports. How do I add a field with a label that says: Specific Meeting Codes and make it work in iMIS. I tried putting a parameter field in the report, but can not select it.

I attached the screen shot of where I need to put this info. Any help is greatly appreciated.

WCM Navigation Code

madrion — Thu, 03 Jun 2010 03:18:26 -0400

Is there a way to have the site map display links to Anonymous Users but as soon as they login, those links go away. Example when a member comes to the site anonymously, he would see the Join Us link but as soon as he logs in, that link should go away. It looks like you should be able to use the navigation code field but I have tried everything i know to do to make this work, short of a complete custom solution.

Upgrade 10.6.30.17 to 15.1.2.4260 issues

Zuzana_Kelyman — Wed, 26 May 2010 13:33:27 -0400

We are trying to update iMIS from version 10.6.30.17 to 15.1.2.4260 version.

We were using Opportunity module from the version 10.5. with custom BOs.

We decided to drop .NET tables as they were causing a lot of errors when trying to upgrade to 15.0.1 on the test server (about a year ago ).

Now we are trying to go from 10.6.30.17 to the newest version 15.1.2.4260.

The steps we are taking (as instructed by ASI support) are below:

- drop 10.6 .NET tables using script from ASI,

- I also deleted our custom tables (OpportunityMainAACUDonor, OppportunityMainAACUMember) and views using those tables (vBoOpportunityAACUDonor, vBoOpportunityAACUMember) as I was getting error on views if I didn't do that and the update would fail.

- manually drop the SP called asi_CheckImisNetPrivilegeLevel

-Check if we can login to IMIS as Manager not only Manager!sa

-Run script for bad views and clean them up. I deleted all views using those .NET tables we dropped.

- run update

Emailing Crystal Reports

zjaneliunas — Fri, 21 May 2010 17:58:45 -0400

For sure someone out there has several ideas.

Some of my customers want to email the Statement of Account or other types of iMIS Standard Crystal reports. I am not that familiar with Crystal but I could not find anywhere to EMAIL the report.

Is this a feature thats availalbe in Crystal?

How are others sending out statements / invoices from iMIS ?

Grouping in SSRS reports in iMIS.

mstraka — Fri, 21 May 2010 08:08:20 -0400

Here are the .rdl file and the export of the query related to my forum entry.

Error: "Must be unique within its containing parent."

Ewa — Wed, 28 Apr 2010 10:02:39 -0400

I am working on a bilingual website (FRA and ENG) using a language toggle button.

http://209.217.68.142/imis15/eng/Publications/Public_Papers/eng/res/Public_Papers.aspx

I am trying to create a content area called: Public Papers" in French site and I am getting this error message, when trying to save it: