Introduction to IQA GroupsAugust 10, 2016

12:00 pm

Overview

RiSE groups can be used to restrict website content to:• specific member types• committee participants• meeting attendees• volunteers• donors• product purchasers… anything you can query on can be turned into a group.

Overview

• IQA can keep those groups dynamically updated*, so:

• access to your online communities and information is based on what you are already storing in iMIS without manual intervention or custom programming.

*Q4 2015 release (20.2.25) and up

Agenda

• What is a group and how is it used?• Creating a query to define/maintain group

• Query requirements• Creating the group• Naming and updating the group• Scheduling automatic group updates

• Securing the content• Restricting by specific Groups• Finding the Group• Publishing the Secured content

• Additional resources

What is a group?

• Groups, like roles, can be used to secure content by restricting content to group members. There are different types of groups:– Built in groups that are part of RiSE. You can

see these in the user credentials and add/remove users but not define the groups.

– Dynamically created groups defined by RiSE, such as company rosters and member type groups. These use built-in rules.

What is a group?

• Beginning with the Q4 2015 release (20.2.25) there is another type of group:• Dynamically created groups. • These differ in that they can be defined

using IQA so you can control both the group name and the criteria for group membership.

• IQA can be set to automatically update the groups on a regular basis.

Where are groups used?

There are several attributes that can be utilized to secure content, including:• Preconfigured security set

– Everyone, Authenticated users, Staff users, etc• Specific Roles

– CompanyAdministrator, SysAdmin, User defined, etc• Specific Users• Specific Member Types• Specific Groups

– Built in groups: Reporting, EventUser, etc– Dynamically created and maintained using IQA

Creating the Query

• To make use of this feature, you’ll first have to create a query in IQA that returns all of the contacts matching the criteria needed to access the content you want to control.

• Once the initial query is created, you can use it to create a group.

Query requirements

•Requirements:–At least one query source must include Contact Key column

•Include NetContact business object as a source

–add Contact Key object as one of the columns in the display

•Description: if included, displays when adding to content page

Creating the group

•Click on the ‘Group’ tab in IQA, and give your new group a unique name.

•Choose the Contact Key property from the dropdown for the contact key column.

–Note: if your query contains more than one instance of NetContact, make sure you select the appropriate ContactKey

•Click on the ‘Create Group’ button: iMIS will create the group and add the result set of the query to the group.

Naming and updating the group

•Group names must be unique once all special characters are removed

–MyGroup and My_Group are NOT unique•Once the group is created and populated, you can update the group members by clicking on “Save and Refresh Group Members”

Scheduling automatic updates

•You can also schedule automatic group refreshes by selecting an option from the dropdown next to “Refresh members every”. Choose: “Day”, “Week”, or “Month”.

Securing the content

•Manage content•Access settings tab •make this available to•Specific Roles•Uncheck “everyone”

Restricting by specific groups

•Specific Groups•Add group

Finding the Group

•Find screen•Type Equals “Dynamic Group” or•Name Contains [name of group]

–description from query displays next to name

•Select group•click okay

Publishing the Secured content

•Once you publish your page, only members of the group will be able to access the content.•By creating groups dynamically and scheduling updates from IQA, access to content is now automated based on your organization’s unique business rules.

What content can be secured?

•Restricting content to group members is not limited to content pages. Other content that can be protected this way includes:

–Content pages–Queries–Navigation items–SSRS reports

Where can I see all my groups?

•You can query on them using business objects beginning with Group.

–For a list of all groups by type: Group and GroupTypeRef

•Sample: $/Common/Queries/SecurityAdministration/RoleGroupList

–For a list of all dynamic group members: add GroupMember, NetContact

Additional Resources

•More information and details–help.imis.comFeatures > RiSE > Intelligent Query Architect (IQA) > Creating Groups with IQA

–www.csystemsglobal.comNewsletter Archive > October > Web Tip of the Month: Creating Groups with IQA

–www.youtube.com/user/ASICommunity–iMIS Tutorials > Creating Groups from Queries

Online Resources

•(C) Systems Recorded Webinars: www.csystemsglobal.com•Documentation: docs.imis.com, help.imis.com•Developers Community: www.imiscommunity.com•Tech Support Community: www.advsol.com/techsupportcommunity•Search: search.advsol.com

Questions

My Contact Information: Judy ZatzSenior Applications Consultantjzatz@csystemsglobal.com

Thank You

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