IQA

How to deal with the error -- 'Valid credentials must be provided by the application principal.'

'Valid credentials must be provided by the application principal.'

I got this error when I was developing a web page of registration form. It is on this line:
Guid dkey = Asi.Business.Common.DocumentSystem.DocumentKeyByPath("$/Common/Queries/Value Lists/ChapterList");

This error is gone after I login by 'manager'.
But since it is a new contact register page, it makes no sense to force user log in first.

iMISPublic - IQA - IBO.NET - QueryBuilder - V 15.x - How to use?

I'm trying to figure out how to call IQA Queries. Just for a test I'm trying to call a standard IQA query, pass a value, and read the results or dump into a data set etc...

I can't seem to find even a basic sample on this. Any help would be greatly appreciated.

A bit of help please? Questions would be:
- Am I even on the right track?
- Am I creating the container correctly?
- Does the container need to be further initialized?
- Am I using the QueryBuilder correctly?
- How do I add the parameter to this querybuilder? I see just one key
- Am I executing the QueryBuilder correctly?

SAMPLE CODE,

    public void callIQA()
    {
        //Create the container using a common standard query anyone with iMIS should have
        Asi.Business.BusinessContainer myContainer;
        myContainer = new Asi.Business.BusinessContainer("$.Common.Queries.Search.CsContact.Name");

        //Does something else need to be done to finish initializing the container?


        //Make a querybuilder to be able to execute the query?
        Asi.QueryBuilder.Query myQuery = Asi.QueryBuilder.Query.NewQuery(myContainer);


        //If everything so far is correct, how is the string key formatted for adding parameters? 
        //Example, the above built in container has a possible 'Name' that can be added.  What would
        //be entered to pass the query a   [Last First]=DOE
        //NOTE: the above CsContact.Name sample requires [Last First] to be provided at least one value

        //myQuery.Parameters.Clear();
        //myQuery.Parameters.Add("string key");


        //Execute the query, and see what we get, which is nothing, something's wrong
        System.Data.OleDb.OleDbDataReader myReader;
        myReader = myQuery.GetList();

        if (myReader != null)
        {
            while (myReader.Read())
            {
                Response.Write("  

Link to Customer record creates customer portfolio crash

I have written a custom .NET application which is integrated within the iMIS framework and is placed in the Events module. In this application there is a datagrid with a column containing iMIS ID's. When you you click on the ID it loads the record in the Customers module.

The URL being used is "imisnet:contact/1234/85a3ab83-7fe3-417f-af85-61f4d29d30e8-key_contact" where 1234 is an example iMIS ID. The GUID is just hardcoded.

Definitions of standard business obkjects in IQA

Is there anywhere a mapping of what fields can be found in which standard business objects. The hard thing for people getting started (like me) is knowing which object from the list to select to find which fields.

Searching on Maiden names, Nicknames, D/B/A's, Acronyms and other aliases

This question comes up every so often and I'm wondering how others have handled it.

Sometimes people, and organizations as well, have "aliases". When using the standard Omnis search, we've been constrained to allowing a person or company to have only one name.

So, for example, let's say Jane Smith married Jones. She joined the association, or donated to the fundraising organization under the name Jane Jones. But you may want to be able to locate her record under the name Jane Smith. (Why? Social networking, international trips where passport has old name, professional societies / certification bodies with licensing) Or, perhaps your members are small businesses or franchises. You may search for Century 21 Chesterfield but the legal name is Sunrise Properties LLC. Or you search for iMIS or ASI but the company's name is Advanced Solutions International, Inc.

What object to use when creating a query that pulls a solicitation

I need to know where the Contact data is stored when you Generate Output for a particular source code; or what data sources do I need to create my own query that shows everyone that was solicited for a particular appeal mailing.

I know that the RFMMain and the Net Contact - can be used to identify the universe of people - but I don't know how to associate a Net Contat with a particular appeal and segment and source code.

Informz IQA and Marketing Suite

I'm looking for some information on a better way to integrate Informz and iMIS. One of the key things we are pushing is Marketing suite, however there is a huge gap in that marketing suite doesn't talk to Informz.

I'm wondering what would be involved in building my own ProcessEngine in iMIS. Something along the same lines as the export process engine, however something that would write activities, or tags, or something. Something that Informz CAN find. I recall a conversation about 12 months with someone where they indicated that it might be possible to build my export engine, however I can't remember who that was.

Expression Examples for UD Fields

With the Full and Public view, users can add expressions to the UD Fields to format the display of data. This is usually a topic that comes up in the iMIS 15 BootCamp. The following is just one of many sites that gives some good examples of how to use expressions. http://regexlib.com/cheatsheet.aspx

Issue with IQA Key_contact drillback capabilit

I have found that the feature which allows you to add an alias of Key_Contact to the iMIS_ID in IQA to allow drill back capability into the customer portfolio is not working in iMIS 15.

This is crucial for our staff to be able to use iMIS 15 IQAs!

Taresa

IQA Issue

I am trying to move or save a link to the Contact management section of IQA so it will show up in the left nav when you choose IQA and click on Contacts.

No matter how many times I try to put it in the same location where I see the LastName query which is there...my query doesn't show up.

How can I get this accomplished?