iMIS Community

iMIS 20.1 RiSE/WebView Questions

All:

Ok, need a little bit of help. My office is currently on iMIS 15.2.15. We are going to be upgrading to 20.1 soon. These questions are specifically toward the use of the WebView that comes out of the box iMIS. I am working to modify this system and so far having good luck but I have run into a few hurdles that I can't seem to find answers to. I am hoping someone else has seen or dealt with any of these that they can provide me some guidance to them. Any and all assistance is appreciated.

Moving Webserver

What are some best practices or changes that need to be made when changing webserver that is connected to live database and application server for imis 15.1.3

Thanks,

Mary.

Picture in iQA

We are looking to present an iQA in WCM where a list is generated based on active company members along with their logo and a brief description.

I can probably use the picture tab in iMIS to upload their company logo but not sure what field / table is actually referenced for the picture in iMIS and how to drag them on to an iQA. Any ideas / suggestions?

Hide / Remove 'Sign In' and 'Create Account' from Auxiliary Bar

iMIS Version - 15.2.15.4667

WCM Template - Mars

We are looking to remove the 'sign In' and 'Create Account' links on the auxiliary menu and need some assistance.

We still need the auxiliary menu to be displayed but just no the words sign in and create account.

Any suggestions?

How to retrieve profile image file name

In the mini profile iPart of iMIS20, users can upload an image of themselves, if this feature is enabled.  By default, these images are stored at /net/images/profile.  Each file seems to follow the format id#_random#.jpg (or gif, or png, or bmp, presumably) or id#_random#_T.jpg (gif, png, bmp).  An example for someone having the id of 61525 might be 61525_489866.jpg.  My question is whether this file name is referenced in any of the iMIS tables.  If not, how does iMIS know which file to use when displaying a person's profile?  I was hoping to reference that file name in an IQA.  Can the name be derived through some formula?  I also thought about writing some code that populated Name_Picture.Description or maybe a custom table with the file path.

auto run prompted IQA

Has anyone found a way to automatically run the IQA query for a Query Menu iPart when an optional filter prompt has been added to the IQA?

works great no prompts, but when I add an Optional prompt (if it were required, I get that) - the user has to take an additional step to load the query results.

I'm trying to figure out if there is a way to pass a URL parameter or some other magical trick to get the query to load without the need for an additional action by the visitor.

iEmail User Guide

We are in the process of installing iEmail.  I have asked the creators of iEmail for a user guide - no response. Checked links from creators web site - links don't exist anymore.  Checked ASI, bare minimum information.  I understand the basics of iEmail, but when I have to train staff, I will definately miss something.  Anyone know of where I can get a copy, if one exists?

Custom Change Logging with Accurate User Info.

I am looking for options to create a change log and include the user who has updated the data, using a trigger or another method.
This is for additional fields that are not being logged by the standard iMIS change log.

At the trigger level, I am unable to get the individual user who is connected to the database because iMIS is connecting to the database with the same session user id each time. Is there a way to get the user level audit at the trigger level? In the past iMIS 10.6, this wasn't an issue so in the past I could log the entries using a trigger and the session user would reflect accurately who the person is who has changed or added the records.

View/hide tabs

I'm using iMIS 20.1. I created a new user and gave him Full/entry privilege to all the module in the Staff Access section. However, the only tab the user sees is 'Home'. How do I add the other tabs for the other modules i.e. Customers, Billings, Events,...?

Thanks,

Hachim

Switching from Cash to Accrual Accounting

I need to switch my database from cash to accrual accounting. Our dues are on the calendar year, not anniversary. Should I wait until the end of the year to make the change or can I do it now? Thanks in advance!