ATS Online Marketplace User s Guide VERSION:

Transcription

1 ATS Online Marketplace User s Guide VERSION:

2 P a g e 1 TABLE OF CONTENTS Introduction... 6 Online Marketplace Management Customer Records... 7 Store Manager... 7 Anonymous Record... 8 General Lookup/Validation Tables... 9 Table: Access_Keywords Table: Batch_Settings Table: Coupon_Categories Table: Coupon_Status Table: Coupon_Type Table: Dues_Rollup Table: Passkey_Events Table: Passkey_Settings Tables: Store_Admin_Payment_Options Table: Store_Best_Seller_Exclude Table: Store_Donation_VOLProductCodes Table: Store_Dues_Categories_Addl Table: Store_Dues_Category_Sort_Order Store_Dues_Kits Tables: Electronic Documents Table: Store_Event_Categories_Addl Table: Store_Event_Function_Prefixes Table: Store_Event_Function_Prereq Table: Store_Event_Function_Resources Table: Store_Event_Guest_Badge_Fields Table: Store_Event_Meeting_Resources Table: Store_Event_Reg_Authorization Table: Event_Reg_Sp imis 10.x Only Table: Store_Event_Timezone_Override Table: Store_Featured_Events Table: Store_Fundraising_Appeals... 39

3 P a g e 2 Table: Store_Fundraising_Mappings Table: Store_Fundraising_Options Table: Store_Kit_Events Table: Store_Long_Titles Table: Store_Member_Type_Sort_Order Table: Store_Product_Categories Table: Store_Product_Categories_Addl Table: Store_Product_Purchase_Filters Table: Store_Product_SP_Pricing Table: Store_Receipt_Subject_Lines Table: Store_Registration_Validation Table: Store_Search_Keyword_Exclude Table: Store_Settings Table: Store_Shipping_Methods Table: Store_Specials Table: Store_Specials_Events Table: Store_Tax_Auth Table: Store_Unbilled_Dues Table: Store_Warehouses Tables: Cross-sell, Substitute, Up-sell User-defined Windows Field Overview ATS_Checkout_Windows Tab ATS_Dues Tab ATS_Shopping_Cart Tab Coupon Tab Product Review Tab Product Review Comment Tab Activity Setup SHIPPING Setup in AR/Cash Credit Card Types Batch Control

4 P a g e 3 PayPal Express Setup PayPal TeleCheck Setup Staff Only Payment Options Setup in Orders Where Product Information Displays Freight by Weight - United States Shipping Setup Multi-Warehousing Shipping Tracking Stored-Procedure Pricing for Products Purchase Orders PDF Watermarking & Security Newest Items Web Categories How Products are Displayed Order Processing in imis Real-time United States Postal Service Freight Pricing (Add-on Module) Setup the Shipping General Lookup Tables Setup in Events Event Functions REG_ Functions Event Question Manager Event Resource Web Display Displaying Speaker Information Guest Functions Guest Badges Register Someone Else Functionality Edit Registration imis 20.1.X.X and higher only Other Information Event Setup Schedule of Events Listing Event Registrant Class Determination in imis Event Stored Procedure Pricing for imis 10.x Add to Calendar Functionality

5 P a g e 4 Confirmation Letter System Setup in Dues Join Renewal Chapters Company Dues/Pay Someone Else Dues Subscriptions Non-eligible Settings Cart Behavior Dues Product Sorting Donations VOL Dues Product Setup Fund Raising Product Setup Donation Page Online Marketplace Behavior Responsive Design Use Parent Company Pricing Staff Notifications Your Price Searching in the Online Marketplace Searching Products in the Marketplace Searching Events in the Marketplace Search Results Display Control Tag Cloud Auto-Searching How Images Work Immediate Add to cart Source Codes Google Analytics ecommerce Tags Testing your Marketplace Setup Things to know about imis Web transactions

6 P a g e 5 Credit Card Processing Standard Processing Other Factors Troubleshooting Flowchart of Credit Card Process imis User Security Levels imis imis Modules User-Defined Tables User-defined table names User Defined Table: ATS_Checkout_Windows User Defined Table: ATS_Dues User Defined Table: ATS_Shopping_Cart User Defined Table: Coupons User Defined Table: Product_ReviewComment User Defined Table: Product_Reviews User-Defined Windows (Tabs) SQL Server Setup Creating the First Stored Procedure Create the Second Stored Procedure SQL Server Jobs SQL Server Tables ibo Performance

7 P a g e 6 INTRODUCTION The ATS Online Marketplace was designed for you to give your organization s customers an all-in-one online experience to pay dues, register for events, order products and give donations. The Online Marketplace uses imis setup to process these different types of transactions so it is important that all aspects of each module use the imis desktop setup. For example, shipping and handling on orders is based on how your freight settings are set in imis. It is important to keep this in mind during your implementation process and testing. This document is a guide to help you setup the ATS Online Marketplace for imis. This manual will cover setting up the general lookup tables, user-defined tables, user-defined windows, activity types and the custom SQL Server configuration needed by the web store to run correctly. In addition, there are sections for each module and tips for optimizing use of the Marketplace via your imis setup.

8 P a g e 7 ONLINE MARKETPLACE MANAGEMENT CUSTOMER RECORDS The Online Marketplace will use a couple of records in your customer database for managing different processes. You will need to make a note of each of their ID numbers. Store Manager This record will be used to manage coupons and dues settings. Many organizations use their MANAGER record in imis for this since it will never be deleted from imis and is a Full User account. Make a note of this ID number; it will be entered as a setting in the Store_Settings general lookup table.

9 P a g e 8 Anonymous Record This record will be used for calculating nonmember prices in the Marketplace before a customer logs in. Create a new Customer record as a nonmember and note the ID number. This ID will be entered in the Store_Settings general lookup table. This record must have an address; if it doesn t, the Online Marketplace may not be able to calculate freight and your customers would get an error message. We recommend you use your organization address on this record. Do not use this ID for any testing or access once setup and set in the Store_Settings table. Do not link this record to a parent/company record as it could show the Register Someone Else button before someone logs in.

10 P a g e 9 GENERAL LOOKUP/VALIDATION TABLES To add a new general lookup table, open imis desktop and log in as a manager (or another login with access to Set Up Tables in Customers). Then, go to Customers>>Set up tables>>general lookup/validation You will see a drop-down list containing all the general lookup tables being used by imis. To add a new table scroll to the bottom of the drop down list and click the (New Table) entry. You will then be asked to enter a new table type, which is essentially the table name. A list of the table names that we will be adding follows. Each of the general lookup tables has data associated with it that will also need to be entered manually. To aid you with this process, screenshots of each lookup table and the data it contains follow. You will see that many of these tables contain two columns for the data. The first column shows the Code data, and the second column shows the Description data. If no second column exists, then only the Code data will be entered. To enter an item into the general lookup table: 1. Click New 2. Fill out both the Code and Description fields for each field and then click enter (or Save). 3. Once all the data items have been entered into the table be sure to click the save button in the lower right hand corner to save the changes to the database. The data required for each table are shown in the screenshots below. Missing data and any additional information pertinent to the table can be found after each table, when necessary. By default ATS will install the two required General Lookup tables: Batch_Settings and Store_Settings.

11 P a g e 10 Table: Access_Keywords This standard imis table may already exist and contain some entries. If the table doesn t exist you can create it and add the following entries: CODE Description (values) ATSSTOREADMIN Access to Online Marketplace Admin Portal What it does Gives any user with this access keyword access to the administrative portal for the Online Marketplace. The administrative portal URL is MNGR Store Manager Used to set restrictions for the Online Marketplace user-defined tables (i.e. Coupons) and activities (i.e. Promotions). Users that do not have the ATSSTOREADMIN access keyword set on their user credentials will receive a not authorized message when trying to enter the administrative portal.

12 P a g e 11 ASSIGNING ACCESS KEYWORDS For imis 15 Users 1. Find the record you want to assign an Access Keyword to in Customers 2. Then click the User Credentials button 3. Expand the Staff Access section 4. Click on the Select link next to Access Keywords 5. Next check the box to select the MNGR access keyword, click Ok, then Save.

13 P a g e 12 For imis 10 Users 1. Go to File>>System Setup. 2. Next click the User Passwords button on the right hand side, which will open the User Passwords window. 3. On the User Passwords window there is a list of current users on the left side; from this list select the user(s) that will be managing the coupons and gift cards. 4. Once the user is selected, click the Edit button at the top of the window. 5. Next click the search button, opposite Access Keywords, near the bottom of the window.

14 P a g e The ACCESS_KEYWORDS window will appear. 7. In this window double-click the MNGR Store Manager option so that it appears in the Selected column as shown. 8. Once set, click the OK button 9. Then click the Save button in the User Passwords window to save your changes. Table: Batch_Settings This table is used to tell the Marketplace how to create and use batches. The order of logic that the Online Marketplace uses when creating batches is: 1. Batch Date a. Batch Early/Late 2. Batch Cash Account 3. Batch Description 4. If registration Is EventSeparateBatch set to True 5. Is Operator-Assigned Batch Numbers turned on in imis that use batch Mask

15 P a g e 14 CODE Description (values) What it does BATCHCASHACCOUNTAMEX Name of your cash account to be used in an American Express batch. (AMEX) BATCHCASHACCOUNTCASH BATCHCASHACCOUNTCHEC K BATCHCASHACCOUNTDINE RS BATCHCASHACCOUNTDISC BATCHCASHACCOUNTMC BATCHCASHACCOUNTPO BATCHCASHACCOUNTVISA CARDTYPEAMEX CARDTYPEDINERS CARDTYPEDISC CARDTYPEMC CARDTYPEVISA CASHACCOUNTAMEX CASHACCOUNTCASH CASHACCOUNTCHECK Name of your cash account to be used in a cash batch. (Cash) Name of your cash account to be used in a check batch. (Cash) Name of your cash account to be used in a Diners Club batch. (DINERS) Name of your cash account to be used in a Discover batch. (DISC) Name of your cash account to be used in a MasterCard batch. (MC) Name of your cash account to be used in a Purchase Order batch. (Visa) Name of your cash account to be used in a Visa batch Enter the code you use for American Express in imis (AMEX) Enter the code you use for Diners Club in imis (DINERS) Enter the code you use for Discover in imis (DISC) Enter the code you use for MasterCard in imis (MC) Enter the code you use for Visa in imis (VISA) Name of your Cash Account for American Express Name of your Cash Account for Cash Name of your Cash Account for Checks Selects desired cash account for this type of transaction. Selects desired cash account for this type of transaction. Selects desired cash account for this type of transaction. Selects desired cash account for this type of transaction. Selects desired cash account for this type of transaction. Selects desired cash account for this type of transaction. Selects desired cash account for this type of transaction. Selects desired cash account for this type of transaction. NOTE You may want your Visa, MC and Discover to use the same cash account (i.e. VISA) if that s how you balance that now. Determines what code will be entered as the payment type for American Express. Determines what code will be entered as the payment type for Diners Club. Determines what code will be entered as the payment type for Discover. Determines what code will be entered as the payment type for MasterCard. Determines what code will be entered as the payment type for Visa. This is for saving check payments in imis. It cannot be used for ACH processing as you cannot mark it as a credit card type of cash account.

16 P a g e 15 CODE Description (values) What it does CASHACCOUNTCHECKPROC ESSOR CASHACCOUNTDEFAULT CASHACCOUNTDINERS CASHACCOUNTDISC CASHACCOUNTMC CASHACCOUNTPO CASHACCOUNTVISA DUESDESCRIPTION Name of your Cash Account for CHECK Processing (ACH) This cash account needs to be a credit card type to allow you to process ACH transactions through imis. Name of your Default Cash Account This must be a cash Cash Account Name of your Cash Account for Diners Club Name of your Cash Account for Discover Name of your Cash Account for MasterCard Name of your Cash Account for Purchase Orders Name of your Cash Account for Visa Description for Dues Batches (DUES) DUESMASK Date mask for dues batch suggested is YYMMDD EVENTSDESCRIPTION Description for Event Batches (EVENT) EVENTSMASK Date mask for event batch suggested is YYMMDD Determines what the description of dues batches will be. When using operator-assigned batches in imis this is the mask that is used to create the name of the batch. Determines what the description of event batches will be. When using operator-assigned batches in imis this is the mask that is used to create the name of the batch. EVENTSEPARATEBATCH True/False True Event registrations will be kept in a separate batch for each event. False Registrations will be kept in one events batch. FUNDRAISINGDESCRIPTIO N Description for Donation Batches (EVENT) FUNDRAISINGMASK Date mask for donation batch suggested is YYMMDD ORDERSDESCRIPTION Description for Order Batches (EVENT) ORDERSMASK Date mask for order batch suggested is YYMMDD PAYFLOWPROTIMEZONEOF FSET Defines the number of hours before or after midnight you want the transactions to cutover to the Determines what the description of donation batches will be. When using operator-assigned batches in imis this is the mask that is used to create the name of the batch. Determines what the description of order batches will be. When using operator-assigned batches in imis this is the mask that is used to create the name of the batch. For example, -3:00 meaning that at 9:00 pm of the local server it will cut over.

17 P a g e 16 CODE Description (values) What it does ROLLDESCRIPTIONAFTER ROLLDESCRIPTIONBEFORE ROLLOVERTIME next day or stay behind a day to coordinate with your settlement times with PayPal. Valid values can be positive or negative. For no offset use 0:00. Label for batch descriptions based on PayPal rollover time (LATE) Label for batch descriptions based on PayPal rollover time (EARLY) Time of day on your server that batches will switch from early to late. For no rollover use 23:59. The value should be in the format of HH:MM. This will help you determine if the transaction was entered before the rollover time or after. This will help you determine if the transaction was entered before the rollover time or after. The value should be in the format of HH:MM.

18 P a g e 17 Table: Coupon_Categories This table contains a list of item types that a coupon may be applied to. Available coupon categories include: Dues Use for applying a coupon to dues products Events Use for applying a coupon to event functions Freight Use for applying a coupon to freight charges only Handling Use for applying a coupon to handling fees Orders Use for applying a coupon to order products Shipping Use for applying a coupon to freight and handling fees Sub Use for applying a coupon to subscription products only Table: Coupon_Status This table lists the valid status types for a coupon. Table: Coupon_Type

19 P a g e 18 This table lists the discount types that are available for coupons.

20 P a g e 19 Table: Dues_Rollup This table is used to combine multiple dues items into a single dues item to be displayed on the Dues Summary page, in the shopping cart, and on the receipt. The code field should contain the product code of the billing product to display in place of the dues items, and the description field should contain a comma separated list of the dues items that relate to that particular product code. See the Setup in Dues section for full information about setting dues for the Online Marketplace. This table will also allow you to use the imis wildcard feature. For example, if you want any Chapter product to be included you would enter CHAPT/%. Dues Summary Page

21 P a g e 20 Shopping cart showing one product with full amount for all kit items: Dues receipt showing only one item: Products paid:

22 P a g e 21 Table: Passkey_Events This table stores the event codes that will use Passkey functionality. This lookup table is the link between events in imis and events in Passkey. After creating this table you must click the New button and add a record for every Passkey event for which your imis users can register. Code imis Event Code Description Description imis Code for Conference or Event Example: DMAANNUAL Corresponding Passkey Event ID This consists of either 2 or 3 parameters EVENTID EVENTCODE OR EVENTID EVENTCODE SQLVIEWNAME * EVENTID This is a unique code for a specific event, for example the Jones Wedding would have a single event ID * EVENTCODE This is a unique id for the Attendee Type within the Event. This can be used for General Attendees, VI P, Staff, etc. * SQLVIEWNAME is the name of a SQL view in your imis database that contains information about the eventcode that each person can register for. CODE: The imis Event Code (e.g., 2014ANNUAL). Description: o Two Parameters: You will want to use two parameters if everyone that registers through imis will get the same PassKey eventcode. A PassKey event code is a unique ID which identifies an Attendee Type configured for a specific event in GroupMAX. This unique sub-block is often used to group sets of attendees, for example, General Attendee, VIP, Staff, or Exhibitor. Example: EVENTID EVENTCODE ( RTEATT0116)

23 P a g e 22 o Three Parameters: If you wish to specify a different eventcode for different ID numbers then you will use the three parameter solution. Example: EVENTID EVENTCODE SQLVIEWNAME ( RTEATT0116 vwannualpasskey) In this situation the EVENTID is the event ID while EVENTCODE is the DEFAULT EventCode for all registrants that are not in the SQLVIEWNAME. The SQLVIEWNAME is the name of a SQL view in your imis database that contains information about the eventcode that each person can register for. If the person is not in the view, they will get the default EVENTCODE. The SQL view must contain the following fields: ID - imis ID number EVENTCODE - PassKey EVENTCODE for this individual For example, to create a view of all people who have ever been the president of a committee, you could create a view like this: o Create view vwannualpasskey as select NAME.ID,'VIP' as EVENTCODE fro m name, activity where name.id = activity.id and activity.activity_type = ' COMMITTEE' AND ACTION_CODES = 'P' If this is used with the three parameter option, then only people who are included in this view will get the EventCode in the view. All others will get the default EventCode setup as the second parameter in the pipe-delimited list. Each ID number should be in the view only once.

24 P a g e 23 Table: Passkey_Settings This table is used to store the settings for your Passkey account. Code API_URL Description URL of the PassKey API provided by PassKey Testing: Production: DESTINATION Value must be 02 MODE Value must be S NOT_AUTHORIZED_URL This is a URL to which a person will be redirected if they have not registered for the event but visits the PassKeyDirect URL. Example: OPERATION PARTNER_ID PASSWORD USERNAME Must be CreateBridgeAndRedirectResWeb This is a unique number assigned by Passkey to each third party organization with a certified RegLink Open API integration and identifies the system to GroupMAX. Password associated with API Username Username assigned by Passkey that has been granted API access VERSION Passkey message version (i.e )

25 P a g e 24 Tables: Store_Admin_Payment_Options This table is used to identify the cash accounts available for the staff-only payment functionality. Entries in this table are the cash accounts (case sensitive) that you want available for staff-only payments. See the Staff Only Payment Options section for more information. NOTE: Cash accounts listed in this table MUST be Cash cash accounts and not Credit Card cash accounts.

26 P a g e 25 Table: Store_Best_Seller_Exclude This table is used to exclude items from the best sellers list. If there are any products that you do not want to show up as a best seller, then enter the product code for that product in Code field and add the item to the table. These are products from the Orders module in imis.

27 P a g e 26 Table: Store_Donation_VOLProductCodes This table is not required and interacts with the donations page only (donation.aspx). Any voluntary (VOL) dues product listed in this table will display on the donation.aspx page. Products must be set to Accept Payments on the Web. Additionally, the Pay Priority field on the product controls the sort order of the products on the page.

28 P a g e 27 Table: Store_Dues_Categories_Addl This table is used to create links to your dues/subscription processes. The subscriptions.aspx page must include the product code as this page is designed to present one specific subscription item for subscribing to. Example ~/subscription.aspx?id=jour would take a customer to the page to subscribe to the JOUR product.

29 P a g e 28 Table: Store_Dues_Category_Descriptn (sic) This table is used to display a long description for billing category (Name.CATEGORY). Code is the code of the category from the Category general lookup table and the description is the long description you want to display.

30 P a g e 29 Table: Store_Dues_Category_Sort_Order This table is used to control the sort order of categories in the dues join/renewal wizard. The code is the Billing Category code and the Description is a number that designates sort order. Categories without an entry will be sorted alphabetically.

31 P a g e 30 Store_Dues_Kits This table allows you to kit a group of dues products in the dues wizard (dues.aspx). Unlike the Dues_Rollup table that only combines, or rolls up, products for display on receipts, in the dues summary and in the shopping cart, this will display the combined products as one product in the dues wizard. The Code in this table is the dues/subscription product the person will be joining or renewing and the Description will be a comma-delimited list of the product(s) that will be included in the price. See the Setup in Dues section for full information about setting up dues for the Online Marketplace. The end result is that all of the dues/subscription items are added to the person s record and paid. Products must be listed as they exist in the Product table. All dues/subscription products are the product code with the exception of Chapter products that include the product type (CHAPT/DALLAS). Each item must be selected in the billing cycle in imis. Only kits for join/renew are supported (dues.aspx not subscriptions.aspx). Nested kits (kits within kits are not currently supported). Voluntary dues products (VOL) are not allowed in kits. Kits may not contain products or event functions. They can only contain dues- related items.

32 P a g e 31 EXAMPLE: Dues renewal process showing main kit item with amounts combined for all products in dues kit: Billing tab in imis after payment:

33 P a g e 32 Payment in imis:

34 P a g e 33 Tables: Electronic Documents This section explains how to setup electronic content including download link text and the number of days a product is accessible. TABLE: STORE_ETYPES This table is used to categorize the different types of electronic products to be sold in the web store. The legacy (prior to April 2013) setup only had one item in this table, with a code of Electronic Documents and a description of STORE_INTERNAL. Now, you don t need to use the STORE_INTERNAL table but can create your own custom tables. The Code explains the grouping of files and the description contains the name of another general lookup table that contains the product codes of the electronic products associated with that particular electronic products category. TABLE: STORE_ETYPES_CLICK_DESCRIPTION This table will allow you to control the link description when someone is accessing different types of electronic content. For example, you may have PDF files that Click to Download is the appropriate message but you might also have links to LMS links where you may want to see Click here to take your course. TABLE: STORE_ETYPES_EXPIRATION_DAYS

35 P a g e 34 This table allows you to override the number of days a type of electronic content is available. The system default is located in the Store_Settings table called ConfigVaultExpirationDays. If this table does not exist, that setting will be used for all electronic content. To set no limit on the number of days enter 0 (zero) in the Description field. TABLE: STORE_XXXX The XXXX in the table name will be name of the table(s) that exist in STORE_ETYPES. These tables contain the product code(s) and URL to each product. When adding items to these tables, be sure to enter the product code into the Code field and use the securefile.aspx logic as shown to the right in the Description to ensure the person purchased the product. In the path, the LOC is the location identified in the ConfigVaultRootPath entry in the STORE_SETTINGS table. Subfolders are allowable and can be appended in the path above. The items added to these tables will be unique for each installation, based on which products are considered electronic, and do not need to match the examples shown.

36 P a g e 35 EXAMPLE In this example product V101 was purchased and shows the link verbiage and time left to view: HTTP/HTTPS If your links are https you will need to make an edit to the appsetting.config file: <add key= RequireSecureSSL value= on />

37 P a g e 36 ELECTRONIC DOCUMENT TYPES To have your web server display electronic documents your web server must have the proper MIME Types setup in IIS. Many are preconfigured by Microsoft but some require the addition of the MIME Type in IIS. Following are examples of the MIME Type for epub and Mobi files. o o.epub application/epub+zip.mobi application/x-mobipocket-ebook 1. To open IIS in Windows Server 2008R2, click Start >> Administrative Tools >> Internet Information Services (IIS) Manager

38 P a g e Inside of that window double-click MIME types. 3. To add a new MIME type, right-click somewhere in the center pane and click Add. Alternatively you can click the Add link in the right-hand pane. 4. Enter the file extension and the MIME type in the appropriate fields and click OK.

39 P a g e 38 FILE SIZE CONSIDERATION IIS has limitations on the file size and depends on your specific server settings. Please review the screenshot below and set the maximum to be larger than your largest file for download. SETTING UP READ PERMISSIONS ON A FOLDER OF DOWNLOADABLE DOCUMENTS Setting the folder in the STORE_SETTINGS general lookup table The General Lookup Table has an entry in the STORE_SETTINGS called CONFIGVAULTROOTPATH. The description is the folder location in edocs (e.g., d:\edocs\) Setting permissions on the folder Once the folder location is identified you need to give the ATS Online Marketplace permissions to access that folder. Access to the folder is best given by giving the application pool that runs the ATS Online Marketplace permission to access the folder. This step requires you to identify the name of the application pool that where the ATS Online Marketplace is running. In the example below it is in the application pool called ATS_Store ApplicationPoolIdentity is actually the best practice to use in IIS7. It is a dynamically created, unprivelaged account. To add file system security for a particular application pool see IIS.net's "Application Pool Identities". The quick version:

40 P a g e 39 If you application pool is named "ATS_Store" (just replace this text below if it is named differently) 1. Open Windows Explorer 2. Select a file or directory. 3. Right click the file and select "Properties" 4. Select the "Security" tab 5. Click the "Edit" and then "Add" button 6. Click the "Locations" button and make sure you select the local machine. (Not the Windows domain if the server belongs to one.) 7. Enter "IIS AppPool\ATS_Store" in the "Enter the object names to select:" text box. (Don't forget to change "ATS_Store" here to whatever you named your application pool.) 8. Click the "Check Names" button and click "OK". 9. Click the Apply button. 10. Click the OK button. Here are the steps with screen shots. 1. Open Windows Explorer 2. Select a file or directory. 3. Right click the file and select "Properties" 4. Select the "Security" tab

41 P a g e Click the "Edit" and then "Add" button

42 P a g e Click the "Locations" button and make sure you select the local machine. (Not the Windows domain if the server belongs to one.) 7. Enter "IIS AppPool\ATS_Store" in the "Enter the object names to select:" text box. (Don't forget to change "ATS_Store" here to whatever you named your application pool.) 8. Click the "Check Names" button and click "OK".

43 P a g e Click the Apply button. 10. Click the OK button.

44 P a g e 43 Table: Store_Event_Categories_Addl This table will display the links in the Events section in the right gutter above the Products. It can be turned on or off in the STORE_SETTINGS table and the header can be changed. The following STORE_SETTINGS help manage those settings: LblEventCategories, ShowCalendarView and ShowEventCategoriesList.

45 P a g e 44 EVENT LINKS There are 3 different views you can direct customers to using an event link: Brief Listing Schedule Listing Calendar Listing Additionally, any meetings in the CONFIGSEARCHEXCLUDEEVNETCODES or CONFIGSEARCHEXCLUDEEVENTTYPES settings in the Store_Settings general lookup table will not show. Using the parameters listed along with the following filters can help you direct people to different lists of events. Filter /searchresults.aspx, /calendarschedule.aspx and /calendar.aspx?eventtype=web (Appended to the desired page parameter)?excludeeventtype=web (Appended to the desired page parameter)?eventcode=2012annual (Appended to the desired page parameter) Shows All future events All future events with event type of WEB (or the Event Type you desire); Can be a comma delimited list All future events excluding the event type of WEB (or the Event Type you desire); Can be a comma delimited list The single event called 2012ANNUAL (use your actual event code)

46 P a g e 25 BRIEF LISTING The parameter used to direct customers to the Brief Listing is /searchresults.aspx. The Brief Listing directs people to a brief listing of events with a Details button to go to the event detail page. The amount of detail displayed on this page is controlled by the following Store_Settings: ShowEventCoordinatorsBrief ShowEventDatesBrief ShowEventDescriptionBrief ShowEventNotesBrief ShowEventPricingBrief ShowEventSpeakersBrief EXAMPLE: ENTRY IN EVENT_CATEGORIES_ADDL This setting:

47 P a g e 26 Displays this:

48 P a g e 27 SCHEDULE LISTING The parameter used to direct customers to the Schedule Listing is /calendarschedule.aspx. The ShowCalendarScheduleView Store_Setting must be set to true to enable this page. The Schedule Listing directs people to a grid view of events showing Event Title, City, State, Begin Date and a includes Details button to go to the event detail page. EXAMPLE: ENTRY IN EVENT_CATEGORIES ADDL This setting: Displays this:

49 P a g e 28 CALENDAR LISTING The parameter used to direct customers to the Calendar Listing is /calendar.aspx. The ShowCalendarView Store_Setting must be set to true to enable this page. The Calendar Listing will show events in a calendar view. In addition, you can click on the calendar item and go to the details about the event or hover over the calendar item and see a pop up of the brief details of the event. When using calendar.aspx the calendar will forward to the first occurrence of a meeting. If no meetings match the criteria then the current month/date will be shown. EXAMPLE: ENTRY IN EVENT_CATEGORIES_ADDL This setting: Displays this: Style Sheet considerations:

50 P a g e 29 In the calendar view each event is styled so that a different style can be applied to each event type and/or each event. This means that all webinar events could have a green background while all expositions could have a background of yellow.

51 P a g e 30 Table: Store_Event_Function_Prefixes This table llows for the use of pre-defined function prefixes to function like ATS Function Prefixes. The description is a comma delimited list of your custom functions that will have the same functionality as the one in the CODE. See the Setup in Events section of this document for an explanation of all ATS Function Prefixes. Table: Store_Event_Function_Prereq This table allows you to designate which function a person must register for before they can register for that function. The Code is the function the person will see if they are registered for any of the functions in those listed in the Description field. Table: Store_Event_Function_Resources This is a general lookup table that includes references to meeting resources for a function to show meeting resources and control the order of the resources. See the Event Resource Web Display section for details.

52 P a g e 31 Table: Store_Event_Guest_Badge_Fields This is a general lookup table that controls what fields are displayed for guest badges and if they can be edited. See the Guest Badges section for details. Table: Store_Event_Meeting_Resources This is a general lookup table that includes references to meeting resources for the event as a whole. This will appear at the top of the registration details page. See the Event Resource Web Display section for details.

53 P a g e 32 Table: Store_Event_Reg_Authorization This table gives you the ability to write a custom SQL view to select the pool of records that the Register Someone Else functionality uses. By default, the only people someone can register someone else for, is people with the same Company ID in imis. Your view must contain the ID number of the person doing the registering and the ID number of the person they are allowed to register. You have a few different options: 1. Create an entry with a code of your event code and the name of your view in the Description this will be used for only that event. 2. Create an entry with a code of DEFAULT and the name of your view in the Description this will be the view used for all events. 3. This feature first looks for an entry of the event code, then it looks for an entry called DEFAULT and if neither exist it will use the Company ID hierarchy. EXAMPLE VIEW FOR ANYONE SHARING A COMPANY ID USE [OnlineMarketplace] GO /****** Object: View [dbo].[vwregisterfromcompany] Script Date: 12/15/ :44:03 ******/ SET ANSI_NULLS ON GO SET QUOTED_IDENTIFIER ON GO create view [dbo].[vwregisterfromcompany] as SELECT NAME.ID, NAME2.ID AS REGISTRANT FROM NAME, NAME NAME2 WHERE NAME.STATUS = 'A' AND NAME.CO_ID = NAME2.CO_ID AND NAME.CO_ID <> '' AND

54 P a g e 33 NAME2.STATUS = 'A'

55 P a g e 34 REGISTER SOMEONE ELSE WITHING A COMPANY TREE This script will create a view to let anyone within a company tree (up to 5 levels) register anyone at in the tree: USE [imis20] GO /****** Object: View [dbo].[vwtba_registersomeoneelse] Script Date: 09/12/ :52:02 ******/ SET ANSI_NULLS ON GO SET QUOTED_IDENTIFIER ON GO CREATE VIEW [dbo].[vwtba_registersomeoneelse] as SELECT NAME.ID, EMPLOYEE.ID AS [REGISTRANT] FROM NAME, NAME EMPLOYEE, ( -- This select gets the root id up to 5 levels high SELECT NAME.ID, NAME.CO_ID FROM NAME WHERE NAME.CO_ID <> '' UNION SELECT NAME.ID, NAME2.CO_ID FROM NAME, NAME NAME2 WHERE NAME.CO_ID = NAME2.ID AND NAME2.CO_ID <> '' UNION SELECT NAME.ID, NAME3.CO_ID FROM NAME, NAME NAME2, NAME NAME3 WHERE NAME.CO_ID = NAME2.ID AND NAME2.CO_ID = NAME3.ID AND NAME3.CO_ID <> '' UNION SELECT NAME.ID, NAME4.CO_ID FROM NAME, NAME NAME2, NAME NAME3, NAME NAME4 WHERE NAME.CO_ID = NAME2.ID AND NAME2.CO_ID = NAME3.ID AND NAME3.CO_ID = NAME4.ID AND NAME4.CO_ID <> '' UNION SELECT NAME.ID, NAME5.CO_ID FROM NAME, NAME NAME2, NAME NAME3, NAME NAME4, NAME NAME5 WHERE NAME.CO_ID = NAME2.ID AND NAME2.CO_ID = NAME3.ID AND NAME3.CO_ID = NAME4.ID AND NAME4.CO_ID = NAME4.ID AND NAME5.CO_ID <> '' ) ROOT WHERE NAME.ID = ROOT.ID AND NAME.COMPANY_RECORD = 0 AND NAME.STATUS = 'A' AND EMPLOYEE.CO_ID <> '' AND EMPLOYEE.CO_ID = ROOT.CO_ID UNION SELECT NAME.ID, EMPLOYEE.ID AS [REGISTRANT] FROM NAME, NAME NAME2,

56 P a g e 35 NAME EMPLOYEE, ( -- This select gets the root id up to 5 levels high SELECT NAME.ID, NAME.CO_ID FROM NAME WHERE NAME.CO_ID <> '' UNION SELECT NAME.ID, NAME2.CO_ID FROM NAME, NAME NAME2 WHERE NAME.CO_ID = NAME2.ID AND NAME2.CO_ID <> '' UNION SELECT NAME.ID, NAME3.CO_ID FROM NAME, NAME NAME2, NAME NAME3 WHERE NAME.CO_ID = NAME2.ID AND NAME2.CO_ID = NAME3.ID AND NAME3.CO_ID <> '' UNION SELECT NAME.ID, NAME4.CO_ID FROM NAME, NAME NAME2, NAME NAME3, NAME NAME4 WHERE NAME.CO_ID = NAME2.ID AND NAME2.CO_ID = NAME3.ID AND NAME3.CO_ID = NAME4.ID AND NAME4.CO_ID <> '' UNION SELECT NAME.ID, NAME5.CO_ID FROM NAME, NAME NAME2, NAME NAME3, NAME NAME4, NAME NAME5 WHERE NAME.CO_ID = NAME2.ID AND NAME2.CO_ID = NAME3.ID AND NAME3.CO_ID = NAME4.ID AND NAME4.CO_ID = NAME4.ID AND NAME5.CO_ID <> '' ) ROOT WHERE NAME.ID = ROOT.ID AND NAME.COMPANY_RECORD = 0 AND NAME.STATUS = 'A' AND EMPLOYEE.CO_ID <> '' AND EMPLOYEE.CO_ID = NAME2.ID AND NAME2.CO_ID = ROOT.CO_ID UNION SELECT NAME.ID, EMPLOYEE.ID AS [REGISTRANT] FROM NAME, NAME NAME2, NAME NAME3, NAME EMPLOYEE, ( -- This select gets the root id up to 5 levels high SELECT NAME.ID, NAME.CO_ID FROM NAME WHERE NAME.CO_ID <> '' UNION SELECT NAME.ID, NAME2.CO_ID FROM NAME, NAME NAME2 WHERE NAME.CO_ID = NAME2.ID AND NAME2.CO_ID <> '' UNION SELECT NAME.ID, NAME3.CO_ID FROM NAME, NAME NAME2, NAME NAME3 WHERE NAME.CO_ID = NAME2.ID AND NAME2.CO_ID = NAME3.ID AND NAME3.CO_ID <> '' UNION SELECT NAME.ID, NAME4.CO_ID FROM NAME, NAME NAME2, NAME NAME3, NAME NAME4 WHERE NAME.CO_ID = NAME2.ID AND NAME2.CO_ID = NAME3.ID AND NAME3.CO_ID = NAME4.ID AND NAME4.CO_ID <> '' UNION SELECT NAME.ID, NAME5.CO_ID FROM NAME, NAME NAME2, NAME NAME3, NAME NAME4, NAME NAME5 WHERE NAME.CO_ID = NAME2.ID AND NAME2.CO_ID = NAME3.ID AND NAME3.CO_ID = NAME4.ID AND NAME4.CO_ID = NAME4.ID AND NAME5.CO_ID <> '' ) ROOT WHERE

57 P a g e 36 NAME.ID = ROOT.ID AND NAME.COMPANY_RECORD = 0 AND NAME.STATUS = 'A' AND EMPLOYEE.CO_ID <> '' AND EMPLOYEE.CO_ID = NAME3.ID AND NAME3.CO_ID = NAME2.ID AND NAME2.CO_ID = ROOT.CO_ID UNION SELECT NAME.ID, EMPLOYEE.ID AS [REGISTRANT] FROM NAME, NAME NAME2, NAME NAME3, NAME NAME4, NAME EMPLOYEE, ( -- This select gets the root id up to 5 levels high SELECT NAME.ID, NAME.CO_ID FROM NAME WHERE NAME.CO_ID <> '' UNION SELECT NAME.ID, NAME2.CO_ID FROM NAME, NAME NAME2 WHERE NAME.CO_ID = NAME2.ID AND NAME2.CO_ID <> '' UNION SELECT NAME.ID, NAME3.CO_ID FROM NAME, NAME NAME2, NAME NAME3 WHERE NAME.CO_ID = NAME2.ID AND NAME2.CO_ID = NAME3.ID AND NAME3.CO_ID <> '' UNION SELECT NAME.ID, NAME4.CO_ID FROM NAME, NAME NAME2, NAME NAME3, NAME NAME4 WHERE NAME.CO_ID = NAME2.ID AND NAME2.CO_ID = NAME3.ID AND NAME3.CO_ID = NAME4.ID AND NAME4.CO_ID <> '' UNION SELECT NAME.ID, NAME5.CO_ID FROM NAME, NAME NAME2, NAME NAME3, NAME NAME4, NAME NAME5 WHERE NAME.CO_ID = NAME2.ID AND NAME2.CO_ID = NAME3.ID AND NAME3.CO_ID = NAME4.ID AND NAME4.CO_ID = NAME4.ID AND NAME5.CO_ID <> '' ) ROOT WHERE NAME.ID = ROOT.ID AND NAME.COMPANY_RECORD = 0 AND NAME.STATUS = 'A' AND EMPLOYEE.CO_ID <> '' AND EMPLOYEE.CO_ID = NAME4.ID AND NAME4.CO_ID = NAME3.ID AND NAME3.CO_ID = NAME2.ID AND NAME2.CO_ID = ROOT.CO_ID GO

58 P a g e 37 Table: Event_Reg_Sp imis 10.x Only This table is used to create stored procedure pricing for events in imis 10. The code is the Event Code and the Description is the name of the stored procedure that will calculate the pricing. Table: Store_Event_Timezone_Override This table is used to override the Default Time Zone on Events. The ConfigDefaultEventTimezone entry in the Store_Settings table will determine your default time zone (usually the location of your organization). In this table you will enter the Event Code and the time zone for that event to display. The description of the time zone must match what s listed in the Time Zone Registry on the server the Online Marketplace is installed. This can be found under the following registry key: HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\Windows NT\CurrentVersion\Time Zones.

59 P a g e 38 Table: Store_Featured_Events To feature an event you will create a table called Store_Featured_Events where the code is the event code from imis. The event will only be listed until the specified End Date of the meeting, the status is A and the Show this Event on Web option is turned on.

60 P a g e 39 Table: Store_Fundraising_Appeals This is a listing of the Appeal Codes that will be displayed. Appeal codes are listed under Fundraising>>Set up tables>>appeals: NOTE: Each Distribution code must have a Fund, Appeal and Campaign assigned to it in order to display in the Marketplace.

61 P a g e 40 Table: Store_Fundraising_Mappings This optional table will map your donation products to the types of tributes available to that product. This is how tributes appear on the Donations page:

62 P a g e 41 Table: Store_Fundraising_Options This optional table is used to setup the tribute options you want to offer on your donations page. These are two examples but you can create others.

63 P a g e 42 Table: Store_Kit_Events This table is used to combine items from multiple events into a single item to be displayed in the cart, during checkout, and on the receipt. The code field should contain the product code of a product you create in Orders under Orders ->>Manage Inventory to display in place of the event items, and the description field should contain a comma separated list of the event items (Event Code/Function Code) that make up the combined product code. Your product in Orders must be marked as a kit and have at least one child product. We recommend a dummy product. Both must be set to Sell on Web. You can also include products in your Kit from the Orders module that would then also be included in the kit, in addition to the events setup here.

64 P a g e 43 Table: Store_Long_Titles This table allows you to enter an Event Code, Function Code or Product Code in the Code field and a title that is too long for the imis Title field. The long title will be used in the ATS Online Marketplace in the following areas: Search Results Product Details Event Details Calendar views Featured items, best sellers, people who bought this, upsell/cross sell, recently viewed items. EXAMPLE OF THE DISPLAY IN THE ONLINE MARKETPLACE:

65 P a g e 44 Table: Store_Member_Type_Description This table is used to display a long description for member type (Name.MEMBER_TYPE). Code is the code of the customer type from the customer type table and the description is the long description you want to display. Table: Store_Member_Type_Sort_Order This table determines the sort order in which member types are displayed during a join or renew. The code is the customer type code and the description is a number that designates the sort order.

66 P a g e 45

67 P a g e 46 Table: Store_Product_Categories This table specifies what product categories to show in the Online Marketplace. When adding items to this table, be sure to put the imis Product Category Code in the Code field and the full category name in the Description field. A list of product category names can be found in imis under the Orders>>Set up tables>>product categories. From the Orders module: 1. Set up tables>>product Categories 2. Include any of the product categories abbreviations under the Current Categories label in the Store_Product_Categories table that you would like to appear in the Online Marketplace. Note: If an imis product has a category that does not appear in this list, it will not appear in the Online Marketplace. Conversely, products with no category will appear in the Online Marketplace. This will display on the right side of the Online Marketplace as links for customers to click to access each type of product.

68 P a g e 47 WEB CATEGORIES You can use the imis Web Categories functionality in lieu of using the STORE_PRODUCT_CATEGORIES table. The ShowProductWebCategoriesLevel entry in the STORE_SETTINGS table will control how many levels are displayed. When clicking on an imis Web Category from the right gutter, child products will not be displayed; only Master Products will display. You can link directly to Web Categories and the category will be highlighted and expanded automatically. For example the link displays the category (69) expanded and highlighted by default. Web Categories are setup in imis under System Setup>>Setup commerce components>>store home. 1. Plan your categories before you enter them no sorting option in imis 2. Items must be set to Sell on Web (SOW) 3. Must have at least one product linked and set to Sell on Web

69 P a g e 48 Table: Store_Product_Categories_Addl This table contains a list of additional items to show in the Product Categories section located in the sidebar of the store. The code field should contain the text for each additional link, while the description field should contain the relative link path. See the Event Links section of this document for link options. Table: Store_Product_Purchase_Filters Allows you to enter a product code and a view associated to filter who can purchase that product. The view will return the ID numbers that can purchase this product. Your view must return one column called ID. Here is a very basic sample: CREATE view [dbo].[vwatsprodpurchasefiltersample] as select ID from Name where Member_Type = 'M' GO

70 P a g e 49 Table: Store_Product_SP_Pricing This table contains the product code of any Orders product where the price is being calculated by a stored procedure. The Code is the imis Product Code and Description is the name of your custom stored procedure. Stored procedures can include up to 3 parameters and must be used in this order: 1. Price 2. Reason - stored in the Order_Lines.NOTE field 3. Description - appended to the Order_Lines.DESCRIPTION For example, you create a stored procedure to give only students a discount on a particular book. You could use the Order_Lines.NOTE to trigger a Task Centre task. If you only use one parameter in your stored procedure it will be the price, if you two it will be price and reason and if you use three it will be price, reason, description. Example Stored Procedure: CREATE PROCEDURE VARCHAR(31) AS select price_1 *.5, 'Half_Price', ' (Half Price)' from Product where PRODUCT_CODE GO

71 P a g e 50 Table: Store_Receipt_Subject_Lines This table is used to control subject lines for receipt and confirmation letter s. Code DFLT_EVENT_RECEIPT DFLT_EVENT_CONFIRMATION DFLT_EVENT_[EVENT_TYPE] DFLT_DUES_RECEIPT DFLT_DONATION_RECEIPT DFLT_SUBSCRIPTION_RECEIPT DFLT_ORDERS_RECEIPT Description If confirmations are not enabled, the mask set in the Description field will be used for the subject on the receipt for all events unless an event-type specific entry is setup in this table. If confirmations are enabled, the mask set in the Description field will be used for the subject line on all event confirmations unless an event-type specific entry is setup in this table. This mask will be used for the subject line on all event confirmations and receipts that match this entry s event type code. You can have several entries that match your event types. Just replace [EVENT_TYPE] with the desired event type (i.e. WEB, ANN, SEM). This mask will be used for the subject line on receipts for products with a product type of DUES. This mask will be used for the subject line on receipts for product types of GIFT or VOL. This mask will be used for the subject line on receipts for product types of SUB. This mask will be used for the subject line on all product orders.

72 P a g e 51 Merge Fields Available: ~ST_ID~ - Ship-to ID ~BT_ID~ - Bill-to ID ~ST_FULL_NAME~ - Ship-to Full name ~BT_FULL_NAME~ - Bill-to Full name ~NUM_ITEMS~ - Number of items in order ~EVENT_CODE~ - Event cod ~EVENT_TITLE~ - Event title ~EVENT_START_DATE~ - Event start date ~ORDER_NUMBER~ - Order number Example: receipt:

73 P a g e 52 Table: Store_Registration_Validation This table lists events and the name of a stored procedure that will limit registration to that event. This table is typically used if the other methods of restricting registration (prerequisite functions, conflict coding, restrictions by registration class and special grouping of functions) cannot be used. The custom validation will execute when you press the add to cart button. At that time the stored procedure will run and if the stored procedure returns a blank string, the registration will be allowed to be added to the cart. If the stored procedure returns a non-blank string then the registration will not be added to the cart and the person will not be able to complete the registration. The message from the stored procedure will be displayed on the screen. A general lookup table must be created called STORE_REGISTRATION_VALIDATION. The Code is the imis event code and the Description is the name of a valid stored procedure that will be executed. The stored procedure needs to be created. It MAY include the following parameters. The system will automatically check your stored procedure to look for these parameters and if they are included in your stored procedure, it will send the correct parameters: ID ID number of person that is being registered BT_ID Bill to ID number of the person that is being registered EVENTCODE imis Event Code PRODUCTCODES This is a pipe delimited string of product codes that the person is trying to register for. In some cases you can just search the string for the product code you are looking for and in other situations you can parse it by using a SPLIT function to split the string into individual parameters

74 P a g e 53 SAMPLE STORED PROCEDURE Below is a sample stored procedure that looks to see if the person is trying to register for a function called XTRA_WELCOME. First it checks to see if the person is trying to register for the function called XTRA_WELCOME. If so it checks the first name of the person. In this stored procedure only people named JOHN can register for this function. If the person s first name in imis is John then the stored procedure returns a blank. If the person is not named John then the validation returns a message. CREATE PROCEDURE [dbo].[sp_dmaannual_validation] (@BTID VARCHAR(1000)) AS BEGIN SET NOCOUNT ON -- First split the product codes into a table varchar(1) = ' ' INT -- This is used to locate each separator character VARCHAR(1000) -- this holds each array value as it is returned TABLE (PRODUCT_CODE VARCHAR(50)) -- create a temp table to hold product codes -- For the loop to work we need an extra separator at the end. We always look to the -- left of the separator character for each array value -- Loop through the string searching for separator characters WHILE PATINDEX('%' + <> 0 BEGIN -- patindex matches the a pattern against a string = PATINDEX('%' + '%',@PRODUCTCODES) = - 1) -- This is where you process the values passed. insert -- This replaces what we just processed with and empty string = STUFF(@PRODUCTCODES, '') END VARCHAR(1000) VARCHAR(40) VARCHAR(31)

75 P a g e 54 = (SELECT UPPER(NAME.FIRST_NAME) FROM NAME WHERE ID = (SELECT PRODUCT_CODE WHERE PRODUCT_CODE = 'XTRA_WELCOME') <> '' BEGIN = 'JOHN' = '' ELSE = 'Only people named John can register for the welcome reception!' END SET NOCOUNT OFF END GO

76 P a g e 55 Table: Store_Search_Keyword_Exclude This table contains the list of words to exclude when using the Tag Cloud. Please see the Tag Cloud section for more information about this feature.

77 P a g e 56 Table: Store_Settings A full table explaining each entry follows. NOTE: To be compatible with the Online Marketplace checkout we recommend that any URL s in this table be prefaced with The Store_Settings table contains many of the configuration settings used by the Online Marketplace. The majority of items in this table can be separated into one of four main categories: CONFIGURATION (CONFIG) The configuration section is used to set up options like frame duration and search exclusion terms. Many of the Config options can be set to either an integer or a string value. VISIBILITY (SHOW) The Show parameters of the store settings table are used to toggle the visibility of a variety of store sections and features. To show or use a particular item set the description field value to true. Conversely, to hide or disable a particular item set the description field value to false. INTEGER (INT) The third section in the store settings table is the integer section. This section is used to set the product image heights and widths that will be used throughout the store. LABEL (LBL) The final section in the store settings table is used to store label (text) information. All labels begin the letters lbl (short for label), and each label contains the text that is used on the store web site.

78 P a g e 57 STORE_SETTINGS TABLE CODE Description (values) What it does AllowAnonymousCartRetrieval AllowCoupons AllowRegistrationAdditions Note: imis 20.1.X.X and higher only AllowRegisterSomeoneElse CombineHandlingWithFreight ConfigAdminPaymentSourceCode ConfigAnonymousOrderID True or false True or false True or false True or false True or false Text ID number in imis True Allows users to retrieve abandoned cart item(s) by storing a nonexpiring cookie. Cookies cannot be deleted for this functionality to work. False Not allowed. True Turns on the couponing feature False No coupons allowed True Allows registrants to edit registrations False Registrants are not allowed to edit registrations True Turns on the global setting to register someone else from your company for all events False Not allowed controlled at event level True Combines handling charges with freight charges False Keeps charges separate This is the source code that will be used on an order when using the administrative payment options. The source code must be a valid source code in the SOURCE_CODE general lookup table in imis and is defaulted to WEB. This will be the ID number of the Anonymous record created for nonmember pricing before a customer logs in.

79 P a g e 58 CODE Description (values) What it does ConfigAutoFrameDuration ConfigAutoScrollDuration ConfigCouponManagerID ConfigDefaultCountryDatabase ConfigDefaultCountryDisplay Number of Milliseconds Number of Milliseconds ID number in imis Typically left blank for US customers see note. Example: USA This is the number milliseconds that the scrolling window frames will hold before scrolling to the next frame in the horizontal and vertical scrolling areas for automatic scrolling in specials and recently viewed items. This is the number of milliseconds that it takes to scroll from one frame to another in the horizontal and vertical scrolling areas for automatic scrolling in specials and recently viewed items. This will be the ID number of the Store Manager record in imis that you will use to manage your coupons. It is recommended that you use your MANAGER record for this. The value in the Country table for the default country. This is used for freight. For many clients in the United States, this is blank and therefore they need to leave it blank in the db. Value to display for the default country in the database. For example, they may set the ConfigDefaultCountryDatabas e to blank but set the ConfigDefaultCountryDisplay to United States. Whatever value they use will be displayed in the dropdown of the country table when calculating freight.

80 P a g e 59 CODE Description (values) What it does ConfigDefaultEventTimezone Name of Time Zone (i.e. Central Standard Time) NOTE: The description of the time zone must match what s listed in the Time Zone Registry on the server the Online Marketplace is installed. This can be found under the following registry key: HKEY_LOCAL_MACHINE\SOF TWARE\Microsoft\Windows NT\CurrentVersion\Time Zones. This is the time zone that will be used for your default events ConfigDefaultSearchSortOrder ConfigDefaultShippingMethod ConfigDonationsBannerURL Number Name of Shipping Method to be used to calculate freight before someone logs in URL This is the number of the default sort order for search results acceptable values are as follows 0 ProductMemberPrice 1 - ProductMemberPriceDesc 4 - ProductTitle 6 PublicationDateDesc 7 - PublicationDate This table works in conjunction with the STORE_SHIPPING_METHODS table. Order of selection is: 1 Entry set here 2 Default Shipping Method setup in Orders module 3 If 1 & 2 do not exist then the first method in the STORE_SHIPPING_METHODS table is used URL of banner html to show on the donations page

81 P a g e 60 CODE Description (values) What it does ConfigDuesAnnualStartMonth ConfigDuesBillCompanyRecord ConfigDuesManagerID Config CSSURL ConfigEventAutoAddGroupHeader Number ID number in imis URL of the CSS Stylesheet True or False Default setting is True Sets the default dues annual start month. If 0, then it will calculate based on the First Month of Fiscal Year setting in imis. Reserved for future use. ID record in imis that will manage dues processes. It is recommended that you use your MANAGER record for this. This is the URL of the CSS stylesheet that will be included in receipts. True Automatically displays the Additional Programs and Additional Information headers between Sort Sequence groups. False Turns off these group headers to allow for custom group header creation in Events. See Setup in Events section for details. ConfigEventDetailDisplayMode ConfigEventDetailResourceGroup Options: Linear, Tabs, PanelsExpandAll, PanelsExpandNone, PanelsExpandFirst Text Name of Event Resource Group Controls the mode of display of the event detail on the Event Detail Page. When set, any meeting resources that match this resource group will be displayed on the event details page. This can be used for adding things like learning objectives and such to the display.

82 P a g e 61 CODE Description (values) What it does ConfigEventDetailResourceType ConfigEventEditRegUseOrderDate Note: imis 20.1.X.X and higher only ConfigEventEndDateMustBeInFuture ConfigEventFunctionDisplayMode ConfigEventIgnoreMaxRegistrantsForEvent Text Name of Event Resource Type True or False Default setting is True True or False Default setting is True Options: Linear, Tabs, PanelsExpandAll, PanelsExpandNone, PanelsExpandFirst True or False When set, any meeting resources that match this resource type will be displayed on the event details page. This can be used for adding things like learning objectives and such to the display. True When a person edits their registration the original order date will be used to calculate pricing. False When a person edits their registration the current date will be used to calculate pricing. This setting controls which events display on the calendar view. Events that span more than two weeks do not display on the calendar. This entry also determines if an event should be removed from the cart or if it can be added to the cart. Controls the mode of display for function detail on the Event Registration page. True: Maximum on Define an Event screen is ignored. Only function limits are enforced. Registrants include all statuses including Cancel & Cancel/Transfer). Also, if there is no Maximum set at the event level but there is an auto-enroll function that is full the event is considered full. False: Maximum on Define an Event screen is enforced.

83 P a g e 62 CODE Description (values) What it does ConfigEventMemberRegClass ConfigEventNonMemberRegClass ConfigEventPasskeyEnabled ConfigEventStartDateMustBeInFuture ConfigEventsBillCompanyRecord Valid Registrant Class in imis Valid Registrant Class in imis True or False True or False Default setting is True True or False A valid registrant class in imis that will determine the registrant class that will be used to display member pricing prior to the person logging in. A valid registrant class in imis that will determine the registrant class that will be used to display non-member pricing prior to the person logging in. True: If using Passkey an image will show on the Myorders.aspx page. False: No Passkey functionality enabled. This setting controls which events display on the calendar view. Events that span more than two weeks do not display on the calendar. Setting this entry to false will allow people to register after the start date of the event. True Sets the Bill To ID on all registrations to the Company ID of the registrant. If the person is not linked to a company the Bill To ID will be the ID of the doing the registration. False Bill To ID of registrant is set to person doing the registration.

84 P a g e 63 CODE Description (values) What it does ConfigEventTimeConflicts True or False Default setting is True True Functions that occur at the same date/time will be in conflict and a person cannot register for others at the same date/time. False Overrides the date/time conflict and allows people to register for functions at the same date/time. ConfigGiftCardManagerID imis ID Number Reserved for future use. ConfigManualFrameDuration ConfigGoogleAnalyticsEnhancedECommerce ConfigGoogleAnalyticsTrackingID ConfigGoogleTagManager ConfigGoogleTagManagerIdentifier Number of milliseconds True or False Google Analytics Tracking ID True/False Not used reserved for future use This is the number milliseconds that the scrolling window frames will hold before scrolling to the next frame in the horizontal and vertical scrolling areas for manual scrolling in promotions, featured items, best sellers, newest items and specials in the highlight section. True Google Analytics Enhanced ecommerce Tags added. False Google Analytics tags not added. Enter the Google Analytics Tracking ID for your website. True Turns on inclusion of Google Tag Manager False Does not include Google Tag Manager

85 P a g e 64 CODE Description (values) What it does ConfigManualScrollDuration ConfigOrdersBillCompanyRecord ConfigPaymentSourceCode ConfigPaymentSourceCodeParameter ConfigPreviousReceiptDays Number of milliseconds True or false Source Code in imis (Default is WEB) Name of parameter to call when setting a specific source code. (Default is PROMO) Number This is the number milliseconds it takes to scroll from one frame to another in the horizontal and vertical scrolling areas for manual scrolling in promotions, featured items, best sellers, newest items and specials in the highlight section. True Sets the Bill To ID on all orders to the Company ID of the customer. If the person is not linked to a company the Bill To ID will be the ID of the person placing the order. False Bill To ID of customer is set to person ordering. Name of a source code in the imis SOURCE_CODE General Lookup/Validation table to set as the default source code for all transactions. When sending customers to a specific page and to set a specific source code to the transaction, this is the name of the parameter in the URL. For example, Number of days back a person can see their receipts. Setting this to 0 means no restriction. There is also a link at the bottom of the page if someone wants to see all of their previous orders.

86 P a g e 65 CODE Description (values) What it does ConfigProductInfoURLNewWindow ConfigProFormaOrderTypesThatDoNotAffec tinventory ConfigPromotionsManagerID ConfigReceiptLogoURL ConfigSearchExcludeCategories ConfigSearchExcludeEventCodes ConfigSearchExcludeEventTypes ConfigSearchExcludeProductCodes True or false Pro-forma order types comma-delimited list ID number in imis URL to logo Text Text Text Text If true clicking on product info URL will open the link in a new window. If set to false it will open the link in the same window. List of pro-forma order types that do NOT affect inventory. This will be the ID number of the record in imis that you will use to manage your promotions URL of a logo that will show up in the receipt. If it is blank there will be no logo. Otherwise, this logo will show up, in the upper left hand corner of the receipt. This is a comma separated list of categories. No products with these categories will be shown in the search results. Do not use spaces between commas This is a comma separated list of event codes that will not be shown in the search results. Do not use spaces between commas. This is a comma separated list of event types that will not be shown in the search results. Do not use spaces between commas This is a comma separated list of product codes that will not be shown in the search results. Do not use spaces between commas.

87 P a g e 66 CODE Description (values) What it does ConfigSocialPrimary ConfigSocialSecondary ConfigSplitCartByEntity ShareOnTwitter for LinkedIn for Delicious for Blogger for Digg for Reddit for StumbleUpon for MySpace for Tumblr for ShareOnFacebook for GoogleBookmarks for MailTo opens the user machine s mail client Send opens the built-in Send form in the browser Same list as ConfigSocialPrimary and FacebookShare creates a Share button FacebookLike creates a Like button FacebookSend creates a Send button FacebookRecommend creates a Recommend button GooglePlusOne LinkedInShare True or false Determines the types and sort order of the social networks that show up on the screen at all times. This is a comma delimited list of the valid social networks. Determines the types and sort order of the social networks that show up in the secondary popup. This is a comma delimited list of the valid social networks. True Enables multi-entities in the Online Marketplace False Multi-entities not enabled.

88 P a g e 67 CODE Description (values) What it does ConfigStoreBannerURL ConfigStoreCSSUrl ConfigSyncSubDatesWithPrimaryDues ConfigVaultExpirationDays ConfigVaultRootPath ContinueShoppingURL AllReceipts NOT USED 12/2012 EventSendConfirmationLetters URL to banner (i.e. nner.html) URL True or false NOTE: Multi-year subscriptions will not sync correctly with single years dues. Number Server folder name NOTE: Entry must include trailing backslash c:\electronicdocuments\ Text True or false True or false This is a URL to point to a custom banner for the marketplace This is the URL that allows you to define the location of the override style sheet for the Online Marketplace. Used to create custom styles and extend branding from the overall site wrapper to the Online Marketplace elements or override default values. True Subscriptions added to the cart will synchronize with the primary dues item s dates. False Subscription dates will be calculated according to the billing cycle. This is the number of days that an electronic document will be able to be downloaded. After that time people will need to repurchase the item. This is the URL where electronic documents need to be stored that is outside of the root website yet available to the web server process via permissions. This is the url to go to when someone clicks on the continue shopping button Sends separate s for all transactions. True Activates the Online Marketplace Confirmation Letter system. False Not turned on.

89 P a g e 68 CODE Description (values) What it does FreeHandlingwithFreeShipping FreightNote intcartimagemaxheight intcartimagemaxwidth intdetailsimagemaxheight intdetailsimagemaxwidth IntEventGoogleMapHeight - NOT USED 06/2016 v IntEventGoogleMapWidth - NOT USED 06/2016 v IntMaxSearchResults - NOT USED 06/2014 intmaxtagclouditems True or false Note (ie We cannot ship to PO Boxes.) Number Default Setting = 30 0 means no limit Number Default Setting = 30 0 means no limit Number Default Setting = 0 0 means no limit Number Default Setting = means no limit Number Default is 420 Number Default is 420 Number Number Default Setting = 30 True This means that if the shipping is free the handling will also be free False This means that if the shipping is free the standard handling rates (if entered) will apply. This will be a note that you enter about your shipping (optional). Maximum number of pixels for height of images in the Payment, Checkout & View Cart screens. Maximum number of pixels for width of images in the Payment, Checkout & View Cart screens. Maximum number of pixels for height of images in the Event Registration and Product Detail pages. Maximum number of pixels for width of images in the Recently Viewed, Featured Items, Best Sellers, Newest Items & Special Items sections. Allows for resizing the height of the Google map for events. Allows for resizing the width of the Google map for events. Indicates the maximum number of results displayed. A value of 0 (zero) indicates no limit. Sets the maximum number of words to display in the Tag Cloud

90 P a g e 69 CODE Description (values) What it does intsearchimagemaxheight intsearchimagemaxwidth intsearchrecordsperpage intthumbnailimagemaxheight intthumbnailimagemaxwidth lblalreadyregisteredforevent lblamountdue lblbesttab lblcannotcalcfreight lblcartsummary lblchekcout Number Number Number Number Number Default Setting = means no limit You have already registered for this event. To change your registration, please contact us by at <a href=mailto:assn@assn.org> assn@assn.org</a> or call us at (888) Text Best Sellers Example: Your order is too large to calculate freight, please contact the association office. Text Text Default: Pay Now This is the maximum number of pixels for the height of an image on the search results page This is the maximum number of pixels for the width of an image on the search results page This is the number of items per page displayed in a search. This is the maximum number of pixels for the height of a thumbnail picture This is the maximum number of pixels for the width of a thumbnail picture (in recently viewed and specials) Customizable label for message to customers already registered for an event. Label for text on Amount Due line on receipts and confirmation letters Customizable label to identify your Best Sellers section Customizable message for orders that freight cannot be calculated for. Label for Cart Summary (Minicart) Text for the checkout button that takes you directly to the payment screen when there are no shippable items in the cart.

91 P a g e 70 CODE Description (values) What it does lblcomplimentaryorderbutton lblcontinueshopping lblcrosssell Text Default: Place Order Text You might be interested in Allows you to change the label on the Place Order button for complimentary orders. Text for Continue Shopping button Customizable label used for cross-sell items lbldonations Text Text of Donations label lbldues lblduesprocesssomeoneelsebutton lblenterpayment Text Text Text Text of Dues/Subscriptions label Text of label for button when allowing pay someone else s dues Text for Enter Payment button lbleventaddress Text Event Address label lbleventcalendarbutton lbleventcalendarurl lbleventcategories Text Text Text (i.e. Events) This is the text that will be shown on the Event Calendar Button This is the url of the event calendar This is the text that will display as the heading for the Events category section lbleventcoordinators Text Event Coordinators label lbleventdescription Text Event description label lbleventdetails lbleventdetailsbutton Text Text Text that displays at the top of the event detail/registration page This is the text that will be on the button to show event details. lbleventdirections Text Event Directions label lbleventeditregistrationbutton Note: imis 20.1.X.X and higher only lbleventerror Text Default: Edit Registration Text Default: This event is not setup for taking registrations yet. Please come back soon to register online. Label that controls text on the Edit Registration button Message displayed when there is an error like no functions found.

92 P a g e 71 CODE Description (values) What it does lbleventfull lbleventfunctioncategory Note: imis 20.1.X.X and higher only lbleventfunctioncredithours lbleventfunctiontrack Note: imis 20.1.X.X and higher only lbleventlogin lbleventloginbutton Text Default: This event has reached the maximum number of registrants. We are no longer taking registrations for this event. Text Text Text Text Default: You must be logged in to register. After logging in your browser will return to this page. Text Message displayed when an event is at capacity. Label displayed when showing the function Category field This is the label that will be shown for CEU s (e.g., CPE hours: ). The default is Credit Hours: Label displayed when showing the function Track field Message displayed to prompt login for registration. Label on Login to Register button lbleventnotes Text Event Notes label lbleventregisterbutton Text (Register) Text on Register button lbleventregistersomeoneelsebutton lbleventregistrationeditcutoffmessage lbleventregistrationnotstartedmessage Text (Register Someone Else Text Text Text on Register Someone Else button Text displayed when someone tries to edit a registration that is past the date to allow itinerary changes in the Staff Site Text displays when someone tries to register for an event prior to the registration start date set in the Staff Site lbleventspeakers Text Label for Speaker Info lbleventtitle Text Event Title label lbleventtitleheaderprefix Text Controls the Event Registration text at the top of the registration page before the event title.

93 P a g e 72 CODE Description (values) What it does lbleventwebviewonly lblfeatured lblfreight lblhtmlpagetitle lblhandling lblhighlights lbllogintocheckout lblmemberprice lblnewesttab lblnonmemberprice lblpayment lblpaypalexpressitemdescription lblpaypalexpressorderdescription lblproductauthor lblproductavailablefordownload lblproductbackorder lblproductbackorder note lblproductcatalogdescription Text Featured Items Freight Text Handling Highlights Text Member Price Newest Non Member Text Text Text Text Text Catalog Description Message displayed when the event is set to view on web only. Customizable label to identify Featured Items section Customizable label used to identify freight charges This is the title that will be in the browser window Customizable label to identify handling charges Customizable label to identify highlights section Text for Login to Checkout button. Customizable label to identify member price Customizable label to identify newest section Customizable label for nonmember price Label for payment line on receipts and confirmation letters Text that displays when Author is displayed. Text that displays indicating a product is an electronic document Text that displays when a product is on backorder Text that displays before the field for notification when a product is no longer on backorder Customizable label to identify catalog description

94 P a g e 73 CODE Description (values) What it does lblproductcategories lblproductcode lblproductdate lblproductdescription lblproductdetails lblproductedition lblproductinfo lblproductisbnnumber lblproductmedia lblproductotherdescription lblproductpages lblproductpublisher lblproducttotalqtyavailable lblproductunitofmeasure lblproductwebdescription lblpromotions Text Text Text Text Text Text Additional Product Info (this is an example of what you might use here) Text Text Other Description Text Text Text Text Web Description Text This is the text that will display at the top of the product categories box Text that displays before displaying product code. Text that will be displayed as a label in front of a product date This is the text that will be displayed as a label in front of the product description Label that displays at the top of the product detail page Text that displays when displaying the Edition field Text that appears on the web site that when clicked on, will take you to the ProductInfoUrl in the web options in imis for a product. Text that displays when displaying ISBN Number field Text that displays when displaying the Format field Customizable label to identify other description Text that displays when displaying the Pages field Text that appears when displaying Author field Text that displays when displaying quantity available for a product Text that displays when displaying Unit of Measure field Customizable label to identify web description This is the text that will appear above the promotions box on the home page

95 P a g e 74 CODE Description (values) What it does lblreceiptbottomnote lblreceiptcompanyaddress lblreceiptcompanyname lblrecommendations lblregistertocalculate lblregistrationcancelled lblremoveditemnotice lblreplacement lblsearchheadertext lblsearchresultstext Text Text Organization name Text Text Default: Register to Calculate Text Text Replacement Items Text Text Text for note at bottom of receipts This is the company address that will be displayed on the receipt. This is optional if you use graphics/logos in your receipt stylesheet. Customizable label used on receipts. This is optional if you use graphics/logos in your receipt stylesheet. Label that appears at the top of the recommendations section. Text displayed when the Online Marketplace cannot determine pricing before someone logs in. Text displayed when someone tries to register for an event and their registration is cancelled. If a product become unavailable (e.g., deleted, set to a status other than active, out of inventory) then it is removed from the cart and this text will be displayed in the cart summary (if visible) or at the top of the cart display (for checkout and payment screens) Customizable label to view replacement items This is the text that prints in the header of the search results Text that displays at the top of the search results page. Default is Search Results.

96 P a g e 75 CODE Description (values) What it does lblspecials lblspecialstab lblstorehomebutton lblstoresearchbutton lblsubscriptiondescription lblsubscriptiondetails lblsubscriptiondetailsbutton lblsubtotal Text Text Store Home Search Store Text Text Text Desired label for subtotal in cart i.e. Subtotal: This is the text that appears at the top of the specials section This is the text that appears on the specials tab in the highlights section. Customizable label for store home button Customizable label for search button Label for description of subscription items Label at the top of the subscription detail page Label for Details button when subscription items are shown in the brief listing Customizable label used to identify subtotal charges lbltagcloud Text Default: Keywords Label for Tag Cloud box lbltax lbltotal lblupsell lblviewallordersbutton lblviewcart lblvieweventcalendar Desired label for subtotal in cart i.e. Tax: Desired label for total in cart i.e. Total: Also Available Text View Cart/Checkout Example: Calendar Customizable label used to identify sales tax charges Customizable label used to identify total charges Customizable label for upsell items Button text displayed on View Previous Orders (myorders.aspx) page when a limit is set with ConfigReceiptPreviousDays Setting to view all previous orders. Customizable label for the buttons customers click to view their cart or checkout Text for button to go to calendar view lblvieweventschedule Example: Schedule of Events Text for brief event listing lblvieweventlist Example: List Text for full event listing

97 P a g e 76 CODE Description (values) What it does lblviewordersbutton lblwatermarkcopyrightstatement lblyourprice MaxBest MaxFeatured MaxNewest MaxSearchResultsMessage - NOT USED 06/2014 PaymentACH PaymentACHNote PaymentACHShowCheckImage PaymentAdminOptions View Previous Orders Text Example: Your Price Number (default 10) Number (default 10) Number (default 10) Text True or false Text True or false True or false Customizable label for the button customers click to view past orders Text that appears when watermarking PDF files is enabled. Label that displays on the screen when you enable Your Price Maximum number of items to display in Best Sellers Maximum number of items to display in Featured Items Maximum number of items to display in Newest Items Message displayed if the actual number of results returned from a search exceeds the number defined in ShowIntMaxSearchResults. True Allows customers to pay by ACH False This feature is not displayed Text note to display on payment screen True Displays an informational image of a check for completing ACH (electronic check) payment (account number, routing number, etc.) False This feature is not displayed True Enables staff to select desired cash account at checkout for check type payment False Feature not enabled

98 P a g e 77 CODE Description (values) What it does PaymentCC PaymentCCShowStreetAddress PaymentNotice PaymentPayPalExpress PaymentPayPalExpressButtonText PaymentPayPalExpressNote PaymentPurchaseOrder Versons imis and lower only PaymentPurchaseOrderOrders Versons imis and higher only PaymentPurchaseOrderEvents Versons imis and higher only PaymentTelecheckType PDFSecuritySecure True or false True or False Text True or False Text Text True or false True or false True or false True Allows registrants to pay by credit card False This feature is not displayed True - Shows line for street address during payment entry False Does not show line for street address during payment entry Text note to display on payment screen. True Enables payment by PayPal Express False No PayPal Express payment option offered Text of button to select PayPal Express payment type Note displayed once PayPal Express payment type is selected True Allows registrants to pay by purchase order for EVENTS only False This feature is not displayed True Allows registrants to pay by purchase order for Orders False This feature is not displayed True Allows registrants to pay by purchase order for Events False This feature is not displayed 1 or 2 Set to 1 or 2 based on your PayPal Telecheck account type. True or False True Enables PDF Security False Not enabled

99 P a g e 78 CODE Description (values) What it does PDFSecurityEncryptionSize PDFSecurityOptions 40 or 128 Size of encryption key for PDF security. Valid Values: CANCOPYCONTENT - Can copy the document content. CANEDITCONTENT - Can edit PDF document content. CANFILLFORMFIELDS - Can fill the form fields. CANPRINT - Can print the document. CANEDITANNOTATIONS - Can edit PDF document annotations. Sets the values of the PDF security settings. Those that are included are set to TRUE, otherwise they are set to false. This is a string and can be comma delimited. NOTE: PDF files cannot have any pre-existing security applied to them for this feature to work. PDFSecurityOwnerPassword PDFSecurityUserPassword PurchaseOrderNote ReceiptAlways Donations Text Text Text True or false By default if there is only one receipt (order) then it is sent by . Password that will be applied to PDF s for security. It will be required to change OWNER options of the rendered PDF. Password that will be applied to PDF s for security. It will be required to change USER options of the rendered PDF. A note that displays when purchase orders are enabled. i.e. - Please a copy of your purchase order to sales@atsol.org. True Multiple s will be sent for multiple donations done at the same time (different distributions) False No receipt is ed. Customer is directed to the Previous Orders page in the Online Marketplace with only current orders displayed to print receipts

100 P a g e 79 CODE Description (values) What it does ReceiptAlways Dues ReceiptAlways Events ReceiptAlways Orders ShowAddToCalendar NOTE: For the EVENT_BEGIN_TIME and EVENT_END_TIME fields the time is set to be the start time of the first function that is set to Show on Web and the end time of the last function set to Show on Web in chronological order. If there are no functions have a time then it would be considered to start at midnight. True or false By default if there is only one receipt (order) then it is sent by . True or false By default if there is only one receipt (order) then it is sent by . True or false By default if there is only one receipt (order) then it is sent by . True or false True Multiple s will be sent for multiple dues done at the same time (mixed cart) False No receipt is ed. Customer is directed to the Previous Orders page in the Online Marketplace with only current orders displayed to print receipts True Multiple s will be sent for multiple event registrations done at the same time (mixed cart) False No receipt is ed. Customer is directed to the Previous Orders page in the Online Marketplace with only current orders displayed to print receipts True Multiple s will be sent for multiple orders done at the same time (mixed cart) False No receipt is ed. Customer is directed to the Previous Orders page in the Online Marketplace with only current orders displayed to print receipts True Allows registrants to add an event to their Calendar False This feature is not displayed

101 P a g e 80 CODE Description (values) What it does ShowAddToCalendarBrief NOTE: For the EVENT_BEGIN_TIME and EVENT_END_TIME fields the time is set to be the start time of the first function that is set to Show on Web and the end time of the last function set to Show on Web in chronological order. If there are no functions have a time then it would be considered to start at midnight. ShowAddToCartNotice ShowAutoTextBoxSearch ShowBackorder ShowBanner ShowBestTab True or false True or false True or false True or false True or false True or false True Shows add to calendar option on the search results page False This feature is not displayed True This will show a notice that someone has added something to the cart when they click on the add to cart button. False This will not show a notices that someone has added something to the cart when they click the add to cart button. True Turns on autosearching feature False This feature is not enabled True Turns on field to allow customer to enter an address once item is back in stock False This feature not available True Turns on the banner URL in the ConfigStoreBannerURL False Banner not displayed True Turns on the Best Sellers tab False Best Sellers tab not displayed

102 P a g e 81 CODE Description (values) What it does ShowCalendarScheduleView ShowCalendarView ShowComments ShowCoupon ShowCrosssell ShowDonationsAtCheckout ShowDuesCategoriesList ShowEventCalendarToolTip True or false True or false True or false True or false True or false NONE (default), ALWAYS or ONCE True or false True or false True Shows a brief listing of events (Title, City, State/Province, Date, Link to Registration) False Schedule view not displayed for events True Shows a calendar view button in search results that contain at least one event False Calendar view not displayed for events True Shows comments people add about products False Product comments are not displayed True This turns on the feature to allow someone to enter a coupon. False This turns off the feature to allow someone to enter a coupon. True Allows for cross-selling of your products if setup in imis on each product False Cross-sell items not displayed This setting controls how many times the customer is taken to the donations page before checking out. True Turns on Dues/Subscription box in right gutter False Not displayed True - tooltip displays when you hover over an event in the event calendar. False - tooltip will not display when you hover over an event in the calendar.

103 P a g e 82 CODE Description (values) What it does ShowEventCategoriesList ShowEventCoordinators ShowEventCoordinatorsBrief ShowEventDatesBrief ShowEventDescription ShowEventDescriptionBrief ShowEventFunctionCategory Note: imis 20.1.X.X and higher only ShowEventFunctionCreditHours True or false True or false True or false True or false True or false True or false True or false True or false True Shows event categories on the store home page False - Hides event categories on the store home page True Shows event coordinators on the event page False - Hides event coordinators on the event page True Shows event coordinators on the search results page False - Hides event coordinators on the search results page True - Shows event dates on the search results page False - Hides event dates on the search results page True - Shows event description on the event page False - Hides event description on the event page True - Shows event description on the search results page False - Hides event description on the search results page True Shows function category False Does not show function category True - Shows CEU hours on the event details page False - CEU info not shown on the event details page

104 P a g e 83 CODE Description (values) What it does ShowEventFunctionTrack Note: imis 20.1.X.X and higher only ShowEventFunctionsAtCheckout ShowEventGoogleMap ShowEventNotes ShowEventNotesBrief ShowEventPricingBrief ShowEventPricingMini ShowEventsMemberPrice ShowEventsNonmemberPrice True or false True or false True or false True or false True or false True or false True or false True or false True or false True Shows function track False Does not show function track True Allows customer to expand/collapse functions in a registration in the Cart False - Registrations in the Cart are not expandable/collapsible. True Displays a Google map of the event location False No map displayed True Displays a Notes box in Event Setup in imis False Notes not displayed True Displays a Notes box in Event Setup in imis in the brief listing False Notes not displayed True Displays Member & Nonmember price in the brief listing False Pricing not displayed True Displays Member & Nonmember price in mini listings Featured Items, Highlights, Special Items False Pricing not displayed True Shows the member price in the event detail brief, highlights, recently viewed, and specials False - Member price not displayed True Shows the nonmember price in the event detail brief, highlights, recently viewed, and specials False - Nonmember price not displayed

105 P a g e 84 CODE Description (values) What it does ShowEventSpeakers ShowEventSpeakersBrief ShowEventSpeakersImage ShowEventsYourPrice ShowFeatured ShowFRAppealsAtCheckout ShowFreight ShowFRVOLDuesAtCheckout True or false True or false True or false True or false True or false True or false True or false True or false True Displays Event Speakers on Event detail page False Speakers not displayed True Displays Event Speakers on Event brief page False Speakers not displayed True Displays Event Speakers photo on Event detail page False Speaker photos not displayed True Shows the YourPrice fees in the event detail brief, highlights, recently viewed, and specials False - YourPrice price not displayed True This shows the featured items False This does not show the featured items True This shows Fundraising Distribution items at checkout if they are set to an Appeal type listed in the STORE_FUNDRAISING_APPEA LS table False No Fundraising items are displayed True This shows the freight options False This hides the freight options True This shows VOL Dues items at checkout if they are set to Sell on Web False No VOL Dues items are displayed

106 P a g e 85 CODE Description (values) What it does ShowGiftCard True or false True This shows the gift card option for payment False This hides the gift card option for payment ShowHandling ShowHighlights ShowHomeButton ShowMasterProductDescription ShowMasterProductSelectedDescriptions ShowOnlyYourPriceWhenLoggedIn True or false True or false True or false True or false True or false True or False (not currently implemented) True This shows the handling as a separate line item on the receipt and checkout page. False This combines handling with freight into one line on the checkout page and on the receipt. True This shows the highlights at the bottom of the store home page False This hides the highlight section at the bottom of the store home page. True - Show the Store Home button False - Store Home button not displayed True Shows the description of Master Products False Master Product description not displayed True Shows the description of selected product within Master Products False Selected product description not displayed True When the person is logged in, it will hide the member and nonmember price and only show the Your Price value. False YourPrice not displayed.

107 P a g e 86 CODE Description (values) What it does ShowProductAuthor ShowProductAuthorBrief ShowProductCatalogDescription ShowProductCatalogDescriptionBrief ShowProductCategories ShowProductCategoriesBrief ShowProductCategoriesList ShowProductCode True or false True or false True or false True or false True or false True or false True or False True or false True Shows product author field from Publication Demographics in imis False Author not displayed True Shows product author field from Publication Demographics in imis in the search results False Author not displayed True Displays Catalog Description of product from Manage Inventory window in imis False Catalog Description not displayed True This shows the catalog description from imis in the brief listing False Brief Description not displayed True This shows product category on the product detail page False Product category not displayed on product detail page True This shows the product category on the brief listing False Product category not displayed on brief listing True Displays the list of the categories on the right gutter False Product category list in right gutter not displayed True Displays the imis product code False Does not display product code

108 P a g e 87 CODE Description (values) What it does ShowProductCodeBrief ShowProductDate ShowProductDateBrief ShowProductDescription ShowProductDescriptionBrief ShowProductDetrailImageZoom ShowProductEdition ShowProductEditionBrief True or false True or false True or false True or false True or false True or false True or false True or false True Shows the product code on the brief page False Product code not displayed in the brief listing True Shows the product date on the detail page False Product date not displayed True Shows the product date on the brief detail page False Product date not displayed True Displays the Desc. field of product from Mange Inventory window in imis False Desc. Field not displayed True Shows the product description on the brief page False Product description not displayed in the brief listing True Allows for an image to be zoomed out when moused over False Zoom feature not enabled True Shows the Edition field from Publication Demographics on the detail page False Product Edition not displayed True Shows the Edition field from Publication Demographics on the brief listing page False Product Edition not displayed

109 P a g e 88 CODE Description (values) What it does ShowProductInfo ShowProductInfoBrief ShowProductISBN ShowProductISBNBrief ShowProductMedia ShowProductMediaBrief True or false True or false True or false True or false True or false True or false When set to true this will show the Product Info Link on the brief listing of a product (search results). This is the url that is entered into the ProductInfoUrl in the web options in imis for a product. When set to true this will show the Product Info Link on the brief listing of a product (search results) This is the url that is entered into the ProductInfoUrl in the web options in imis for a product. True Shows the ISBN field from Publication Demographics on the detail page False Product ISBN not displayed True Shows the ISBN field from Publication Demographics on the brief listing page False Product ISBN not displayed True Shows the Format field from Publication Demographics on the detail page False Product Format not displayed True Shows the Format field from Publication Demographics on the brief listing page False Product Format not displayed

110 P a g e 89 CODE Description (values) What it does ShowProductOtherDescription ShowProductOtherDescriptionBrief ShowProductPages ShowProductPagesBrief ShowProductPricingBrief ShowProductPricingMimi ShowProductPublisher True or false True or false True or false True or false True or false True or false True or false True Displays the Other Desc. field of product from Mange Inventory window in imis False Other Desc. not displayed True Shows the Other Desc. from imis on the brief listing False Other Desc. not displayed True Shows the Pages field from Publication Demographics on the detail page False Product Pages not displayed True Shows the Pages field from Publication Demographics on the brief listing page False Product Pages not displayed True Displays Member & Nonmember price in the brief listing False Pricing not displayed True Displays Member & Nonmember price in mini listings Featured Items, Highlights, Special Items False Pricing not displayed True Shows the Publisher field from Publication Demographics on the detail page False Product Publisher not displayed

111 P a g e 90 CODE Description (values) What it does ShowProductPublisherBrief ShowProductsMemberPrice ShowProductsNonmemberPrice ShowProductsYourPrice ShowProductWebCategoriesLevel True or false True or false True or false True or false Number True Shows the Publisher field from Publication Demographics on the brief listing page False Product Publisher not displayed True Shows the member price in the product detail, product detail brief, highlights, recently viewed, and specials False - Member price not displayed True Shows the nonmember price in the product detail, product detail brief, highlights, recently viewed, and specials False - Nonmember price not displayed True Shows the YourPrice fee in the product detail, product detail brief, highlights, recently viewed, and specials False - YourPrice not displayed If set to 0, will not expand any of the imis 15 Web Categories, if set to 1, will expand the first level and so on. When using imis15 Web Categories products that are set to inactive will not display.

112 P a g e 91 CODE Description (values) What it does ShowProductWebCategoriesList ShowProductWebDescription ShowProductWebDescriptionBrief ShowPromotions ShowQRCode ShowQuantityAvailable ShowQuantityAvailableBrief ShowRecentlyViewed True or False True or false True or false True or false True or false True or false True or false True or false True Turns on imis Web Categories. When this is set to true items in Store_Product_Categories and Store_Product_Categories_Ad dl do not display. False Web categories not displayed. True Displays the Web Desc. field of product from Mange Inventory window in imis False Web Desc. not displayed True Shows the Web Desc. from imis on the brief display False Web Desc. not displayed True Shows promotions on the home page False Promotions not displayed True Shows QR codes on the detail page False QR codes not displayed True Shows number of product available from imis Inventory False Inventory quantities not displayed True Shows quantity available on the brief listing False Quantities not displayed True Allows recently viewed items to be displayed False This feature is not available

113 P a g e 92 CODE Description (values) What it does ShowRecommendations ShowRegisterSomeoneElseCompany ShowRegisterSomeoneElseImage ShowRegisterSomeoneElseTitle ShowReplacement ShowReviews ShowReviewsBrief ShowSearchBox ShowSearchEvents True or false True or false True or false True or false True or false True or false True or false True or false True or false True Show recommendations (meaning people who bought this bought that) False Recommendations not displayed True Shows company name in the Register Someone Else display False Company not displayed True Shows image from Picture tab in the Register Someone Else display False Image not displayed True Shows Title in the Register Someone Else display False Title not displayed True Allows for display of replacement items for sold out products if setup in imis on each product False Replacement items not displayed True Displays reviews of products by other customers False Reviews are not displayed for products True Shows customer reviews on the brief display False Reviews not displayed True - Shows search box False - Search box not displayed True Turns on event search box False Event search box is not displayed

114 P a g e 93 CODE Description (values) What it does ShowSearchProducts ShowSearchSubscriptions ShowSocialSharing True or false True or false True or false If set to True there are two Store_Settings that must be set to determine what social networks are shown CONFIGSOCIALPRIMARY and CONFIGSOCIALSECONDARY. Social network buttons fall into two categories. Primary Buttons and Secondary Buttons. The Primary Buttons are those that always show on the screen. The Secondary Buttons are those buttons that only show up when you click on the down arrow in the social networking area. You can determine the number and the sort order of these buttons by adding the appropriate social networking buttons to the two store settings. True Turns on product search box False Product search box is not displayed True If set to true, searches include Dues/Subscription items. This should only be turned on if you are licensed for the Dues Module of the Online Marketplace. False Dues/Subscription products are not searched True Turns on social network sharing options False No social networking is displayed

115 P a g e 94 CODE Description (values) What it does ShowSpecials ShowSpecialsTab ShowSubscriptionPricingBrief ShowTagCloud ShowTax ShowUnitOfMeasure ShowUnitOfMeasureBrief ShowUpsell ShowViewOrders True or false True or false True or false True or false True or false True or false True or false True or false True or false True Displays specials from the STORE_SPECIALS general lookup table False Does not display store specials True Displays a special tab to view Store Specials False No tab displayed True Displays subscription product prices in the brief listing False Subscription pricing not displayed in the brief listing True Displays Tag Cloud False Tag Cloud not displayed True Displays sales tax charged False No sales tax displayed True Shows unit of measure as setup in each product in Orders False No unit of measure is displayed True Shows the unit of measure on the brief listing False Unit of measure is not displayed True Allows for up-selling of your products if setup in imis on each product False Up-sell items not displayed True Allows customer to view past orders False Feature not available

116 P a g e 95 CODE Description (values) What it does ShowWatermarkPDFFiles URLAddRegistrantToIMIS URLEventImageNotFound URLPaymentNotice True or false For example - g/addregistrant.aspx URL URL True Turns on PDF watermarking False Watermarking not enabled This is the url of a page that will let you add someone to imis. This is a url outside of the store. The external webpage should be able to add the person to imis and return the person to the url provided in the querystring. URL that will be shown if an event image is not loaded into imis URL of a file that will include text that can be displayed on the payment screen. This file is often used to display seals or approvals from SSL vendors. Here is an example provided by GoDaddy. e/4073?isc=&locale=en URLPersonImageNotFound URLProductImageNotFound URLReturnParamAddRegistrantToIMIS URL URL For example - g/addregistrant.aspx?returl URL that will be shown if a speaker does not have a photo on their Customer record imis on the Picture tab. URL that will be shown if a product image is not loaded into imis. this is the querystring parameter that is used by the external program

117 P a g e 96 CODE Description (values) What it does URLSubscriptionImageNotFound ViewOrderTypes URL Options include: MEETING,DUES,FR and any of your Order Types in the Orders Module such as PF, REG, INV URL of subscription image to display if one is not set on the subscription/dues item. NOTE: You cannot set this in imis however; it can be done with SQL in the Products table. Comma delimited list of order types to display in View Previous Orders

118 P a g e 97 Table: Store_Shipping_Methods This table contains a list of available shipping options that a user may choose when checking out of the Online Marketplace. The code field should specify the abbreviated name of the shipping method while the description field should specify the full name of the shipping method. A list of all accepted shipping methods can be found in the SHIP_METHOD general lookup table (find this entry in the drop down list). Only include shipping methods that are available to web users, and be sure that the code is typed correctly. We recommend that you check the ASI website ( to see if they ve recently released a new Zip Code file. You can find this under the Tech Support Community in the Downloads section. You can work with your AiSP to import this updated zip code file or there are instructions for doing this yourself. NOTE: If you are licensed for Real-time USPS Freight Calculations, please see the Real-time United States Postal Service Freight Pricing section below for additional setup instructions.

119 P a g e 98 Table: Store_Specials This table represents current Product specials that apply to the web store. The items in the table shown to the right are not required and they are only included here for demonstrational purposes. Before adding any items to this table, it is important to first create the product with its special price in imis. Once the product has been created, it can be added to the Store_Specials table by specifying the product code in the code field and by adding a brief description describing the special (for example 1/2 off this month only ) to the description field. Once a special has expired, simply remove it from this table and it will no longer appear in the Online Marketplace. This will display in the Marketplace in the Highlights section under Specials or in the Specials section in the right gutter. These are controlled by Store_Settings ShowSpecials (right gutter), ShowSpecialsTab (Highlights box)

120 P a g e 99 Table: Store_Specials_Events This table represents current Event specials that apply to the Online Marketplace. The items in the table shown to the right are not required and they are only included here for demonstrational purposes. Before adding any items to this table, it is important to first create the Event with its special offer in imis. Clicking on the link will take the customer to the specific page for that event where they can take advantage of your special. Once a special has expired, simply remove it from this table and it will no longer appear in the web store. This will display in the Marketplace in the Highlights section under Specials or in the Specials section in the right gutter. These are controlled by Store_Settings ShowSpecials (right gutter), ShowSpecialsTab (Highlights box).

121 P a g e 100 Table: Store_Tax_Auth This table determines how a customer will be charged sales tax. The priority of tax determination is City/State, Zip Code then State. Here are some examples of setting up this table. CODE Description (Values) What it does Denver CO Name of Tax Code City/State tax example: DenCty ZIP STATE CO Name of Tax Code Zip Code tax example: Denver Name of Tax Code Stat tax example: CO Any order with a ship to address in Denver, CO will be charged the DenCty sales tax as setup in AR/Cash>>Set up tables>>tax Codes Any order with a ship to address with a zip code will be charged the Denver sales tax as setup in AR/Cash>>Set up tables>>tax Codes Any order with a ship to address with a state of CO will be charged the CO sales tax as setup in AR/Cash>>Set up tables>>tax Codes Each of the values in the Description field must be a valid Tax Authority in imis. NOTE: If you are using this functionality you must setup a tax code in imis called NONE with a rate of 0.0. AR/Cash>>Set up tables>>tax codes NONE

122 P a g e 101 Table: Store_Unbilled_Dues The purpose of this is to identify what to do with dues items that are not billed as part of a join/renew in the Online Marketplace. The options are: Delete the subscription record Inactivate it Do nothing The code is either the word DEFAULT, A product type (e.g., DUES, VOL) or a specific product code (e.g., ANNUAL). It will check in this order: 1. DEFAULT - if no other entries are entered it will find this code 2. PRODUCT_TYPE for example DUES or VOL 3. PRODUCT_CODE you have to prepend the product type to this entry in the gen table (e.g., VOL/PAC) The description needs to be one of the following entries. D, I, N and that will designate what to do with the dues item that is not billed as part of the online marketplace (e.g., an old journal entry) D At the end of the process DELETE the subscription record I At the end of the process leave the subscription record but set the status to I (Inactive) N Do nothing and at the end of the process leave the dues item as it was before the process started NOTE: If this table does not exist the N option will be used on all unbilled items.

123 P a g e 102 Table: Store_Warehouses This table will list the names of the warehouses and the order products will be ordered from them. Only used if using imis Multi-Warehouse functionality. The Code is the name of the warehouse and the Description is the order in which orders will be fulfilled.

124 P a g e 103 Tables: Cross-sell, Substitute, Up-sell The following 9 tables all consist of a Code (meeting code or product code) and a comma delimited list in Description field for up-sell/cross-sell/replacement items. If you need more than one value in the Description enter each code separated by a comma without spaces. Displaying these options are driven by the ShowCrosssell, ShowUpsell, ShowReplacement values in the STORE_SETTINGS table. General Lookup/Validation Table STORE_CROSSSELL_EVENT_TO_EVENT STORE_CROSSSELL_EVENT_TO_PROD STORE_CROSSSELL_PROD_TO_EVENT STORE_SUBSTITUTE_EVENT_TO_EVEN Purpose Cross-sell events to other events Cross-sell events to other products Cross-sell products to other events Substitutes events to other events (yes, it is spelled without the last T as it won t fit in imis) STORE_SUBSTITUTE_EVENT_TO_PROD Substitute events to other products STORE_SUBSTITUTE_PROD_TO_EVENT Substitute products to other events STORE_UPSELL_EVENT_TO_EVENT STORE_UPSELL_EVENT_TO_PROD STORE_UPSELL_PROD_TO_EVENT Up-sell events to other events Up-sell events to other products Up-sell products to other events CROSS-SELL EXAMPLES

125 P a g e 104 SUBSTITUTE EXAMPLES UP-SELL EXAMPLES

126 P a g e 105 USER-DEFINED WINDOWS FIELD OVERVIEW The following is an overview of each of the user-defined tabs. User-defined Table ATS_Checkout_Windows ATS_Dues ATS_Shopping_Cart Coupons Description This is window that will you allow you to display a pop-up after a person checks out. For example, a survey could be presented This is used to manage all dues/subscription processes available in the Online Marketplace Store cart data This table is used for you to setup all of your available coupons for the online store Product_ReviewComment Comments from previously-entered product reviews (Stored on each commenter s record in imis) Product_Reviews Online product reviews from customers (Stored on each reviewer s record in imis)

127 P a g e 106 ATS_Checkout_Windows Tab The ATS Checkout Window functionality allows web pages to be displayed to the user after the user has finished the payment and has reached the receipt page of the online marketplace. The web page is presented as a popup window and displays the content from any URL. This allows for a few scenarios that should cover most needs, such as surveys for the user, registering at a third party site, or simply running code and closing the window. Another feature is to define is the logic to determine who sees the popup window. For example, you may only want to display a survey once and if the user fills it out, never show it to that user again. This is accomplished by creating SQL views in that database. With a little creativity, views can be scripted to check if a user has a particular imis activity, or other database entry, such as a survey entry. All data for ATS_Checkout_Windows will be stored on the record identified in the Store_Settings table under the ConfigCouponManagerID setting. IN DETAIL The first thing that happens once the user has reached the receipt page is that a check is done to see if the current user qualifies for any of the popup windows that have been defined. The views are listed in a custom user-defined table called ATS_Checkout_Windows. If any views return the current user s ID, then the popup window is shown and the first URL (sorted in the table with a sort order value) is auto-navigated to. The page that is navigated to can do anything a programmer writes it to do. As mentioned, this could be a survey or a call to a web service to register the user at another site. The one requirement for pages to be included in this system is that they must read the URL parameter named returl and redirect the page to the value of that parameter when the user submits the page. So in the example of a survey, there will likely be a submit button. When that button is clicked, the code should save the survey results and then redirect the user based on the returl parameter. When control is returned to the Checkout Window via the above redirect, the code then checks to see if user is still qualifies for the next URL in the ATS_Checkout_Windows table by using the listed view and seeing if the user s ID is in the results. If so, then the process repeats. If not, the popup window is automatically closed. This leaves the user on the receipt page. FIELD Description View Name URL Status Sort Order What it does Ignored by system, use to add a note for staff about what this window does. SQL Server view name, view needs to return a set of imis ID s of the user s that should see this popup window url. The location of the page to display (or have run). Could be an internal or external site. Enter A for active, any other value will define the status as inactive. Inactive rows will be bypassed by the system. Number All rows will be sorted by this entry. URL s will be navigated in the order based on this field.

128 P a g e 107 NOTE: The destination page in the URL field will need to read in the returl parameter that will be automatically added to the URL entry. For example, if is the entry, the system will go to modalwindows/checkoutmodalwindow.aspx. BT_ID The bill to id of the shopping cart ST_ID The ship to id of the shopping cart SUBSCRIPTION_TRANS_IDS The transaction ids of any subscriptions purchased at checkout DONATION_TRANS_IDS The transaction ids of any dues purchased at checkout ORDERS_IDS The order numbers of any products or events purchased at checkout. VIEWS The individual SQL views that determine if a user should see a particular url merely needs to return the list of eligible imis IDs. Your view must have a column named ID but you can alias other ID fields as ID (e.g. select BT_ID as ID from Name...) For example, to show URL to everyone, every time they checkout, the view could be defined as select ID from Name where STATUS = A. Or, to only show users the popup if they haven t completed a survey (determined if a SURVEY activity exists for the user), the view would look like this select ID from Name where ID not in (select ID from Activity where ACTIVITY_TYPE = SURVEY ).

129 P a g e 108 EXAMPLE In this example, the customer is presented with a survey after their purchase:

130 P a g e 109 ATS_Dues Tab This tab will be used to manage all dues and subscription processes available in the Online Marketplace. The only entries in imis exist on the ConfigDuesMangerID entry in the Store_Settings General Lookup/Validation table. Please review the Setup in Dues section of this document for further information.

131 P a g e 110 FIELD VALUE What It Does TYPE JOIN/RENEW/SUB Describes the type of dues management record this is. Renew records will be checked first and if a person cannot renew the system will look through join records. JOIN this is a record that describes someone who is trying to join. RENEW this is a record that describes someone who is going to renew their membership. SUB this is a subscription record that is used by the subscription module of the Online Marketplace. BILLING_CYCLE START_MEMBER_TYPE START_BILLING_CATEGORY START_STATUS START_CHAPTER A valid billing cycle name from the imis Billing setup Any valid member type or an Asterisk * as a wildcard. A comma delimited list of values can also be used. Any valid billing category from imis or an Asterisk * as a wildcard. A comma delimited list of values can also be used. Any valid status from imis or an Asterisk * as a wildcard. A comma delimited list of values can also be used. Any valid chapter from imis or an Asterisk * as a wildcard. A comma delimited list of values can also be used. This billing cycle name is the billing cycle that will be used for this dues management record to determine what options a person will see when going through the billing cycle When searching for a match of dues management records the system will look for a specific match first and if it cannot find one will look for a wildcard. When searching for a match of dues management records the system will look for a specific match first and if it cannot find one will look for a wildcard. When searching for a match of dues management records the system will look for a specific match first and if it cannot find one will look for a wildcard. When searching for a match of dues management records the system will look for a specific match first and if it cannot find one will look for a wildcard. END_MEMBER_TYPE Any valid member type This is the member type that the person will have at the end of the join/renew process.

132 P a g e 111 FIELD VALUE What It Does END_BILLING_CATEGORY Any valid billing category This is the category that the person will have at the end of the join/renew process END_STATUS Any valid status, usually A This is the status that the person will have at the end of the join/renew process END_CHAPTER ELIGIBLE_TEXT NOT_ELIGIBLE_TEXT IS_COMPANY COMPANY_AUTHORIZATION CUSTOMERTYPE_TEXT Not used at this time for future use. Any text to be displayed on the join/renew/sub page Any text to be displayed on the join/renew/sub page Checkbox that is checked or not checked Name of SQL view and is only applicable if the IS_COMPANY field is checked. Any text to be displayed on the join/renew/sub page This text will display on the dues page if the person is eligible for the operation. It can include instructions on the process or any other information. This text will display on the dues page if the person is not eligible for the operation. This will come up if the person matches the dues management record. For example, if the person falls into the renew record but has already renewed their dues. (e.g., You are not eligible to renew at this time, please contact the office for more information.) This indicates that this dues management record only applies to company records and that eligibility will be checked through the COMPANY_AUTHORIZATION field. This is the name of a SQL view that should contain two fields. ID and CO_ID. ID is the ID number of the person logged in and CO_ID is the ID number of any company records that the person is eligible to join/renew for. This text will display at the top of the page in situations where the person is eligible to join or renew for more than one member type (e.g., a student can renew as a student

133 P a g e 112 FIELD VALUE What It Does BILLINGCATEGORY_TEXT DUESPRODUCT_TEXT DUESPRODUCT_ALWAYS_SHOW Any text to be displayed on the join/renew/sub page Any text to be displayed on the join/renew/sub page Checkbox that is checked or not checked member or renew as a professional member) Text that will be displayed if the dues requires a selection of Billing Category. This text will display at the top of the page in situations where the person is eligible to choose between multiple dues products (e.g., DUES_1YR, DUES_2YR, DUES_3YR) If not checked, and only one dues item is available to the person then the dues product page will not show (to select a dues product). However, if this is checked, then the page will always show even though there may only be one option. This is will show the single line item with the only option pre-checked. NUM_COMP_DUES Number Integer field to set the number of complimentary DUES items. CHAPTERPRODUCT_TEXT CHAPTERPRODUCT_ALWAYS_SHOW CHAPTERPRODUCT_ALLOW_CHANG E Any text to be displayed on the chapter selection page Checkbox that is checked or not checked. Checkbox that is checked or not checked. This text will be displayed on the chapter selection page. If not checked, and only one chapter item is available to the person then the chapter product page will not show. However, if this is checked, then the page will always show even though there may only be one option. This will show the single line item with the only option prechecked. If checked, then the person will be able to check/uncheck boxes on the page based on all chapters in the billing cycle. If the box is not checked, then only the pre-checked chapter option will be displayed and shown. MIN_CHAPTERS Any number 0 or above This indicates the minimum number of chapters a person must select on

134 P a g e 113 FIELD VALUE What It Does the chapter screen. If set to 0, then no chapter selection is necessary. MAX_CHAPTERS Any number 1 or above This indicates the maximum number of chapters a person can select on the chapter screen. NUM_COMP_CHAPTERS Number Integer field to set the number of complimentary CHAPT items. SECTIONPRODUCT_TEXT SECTIONPRODUCT_ALWAYS_SHOW Any text to be displayed on the section selection page Checkbox that is checked or not checked. SECTIONPRODUCT_ALLOW_CHANGE Checkbox that is checked or not checked. This text will be displayed on the section selection page. If not checked, and only one section item is available to the person then the section product page will not show. However, if this is checked then the page will always show even though there may only be one option. This will show the single line item with the only option prechecked. When checked, allows the person to change their SEC products during join or renewal. When unchecked, they are not allowed to change SEC products. MIN_SECTIONS Any number 0 or above This indicates the minimum number of sections a person must select on the sections screen. If set to 0, then no sections selection is necessary. MAX_SECTIONS Any number 1 or above This indicates the maximum number of sections a person can select on the section screen. NUM_COMP_SECTIONS Number Integer field to set the number of complimentary SEC items. MISCPRODUCT_TEXT MISCPRODUCT_ALWAYS_SHOW Any text to be displayed on the MISC subscription selection page Checkbox that is checked or not checked. This text will be displayed on the MISC subscription selection page. If not checked, and only one MISC item is available to the person then the MISC product page will not show. However, if this is checked, the page will always show even though there may only be one

135 P a g e 114 FIELD VALUE What It Does MISCPRODUCT_ALLOW_CHANGE Checkbox that is checked or not checked. option. This will show the single line item with the only option prechecked. When checked, allows the person to change their MISC products during join or renewal. When unchecked, they are not allowed to change MISC products. MIN_MISC Any number 0 or above This indicates the minimum number of MISC subscriptions a person must select on the MISC screen. If set to 0, no MISC subscription selection is necessary. MAX_MISC Any number 1 or above This indicates the maximum number of MISC subscriptions a person can select on the MISC screen. NUM_COMP_MISC Number Integer field to set the number of complimentary MISC items. SUBPRODUCT_TEXT SUBPRODUCT_ALWAYS_SHOW SUBPRODUCT_ALLOW_CHANGE Any text to be displayed on the SUB selection page Checkbox that is checked or not checked. Checkbox that is checked or not checked. This text will be displayed on the SUB selection page. If not checked, and only one SUB item is available to the person then the SUB product page will not show. However, if this is checked then the page will always show even though there may only be one option. This will show the single line item with the only option pre-checked. When checked, allows the person to change their SUB products during join or renewal. When unchecked, they are not allowed to change SUB products. MIN_SUBS Any number 0 or above This indicates the minimum number of SUB products a person must select on the SUB screen. If set to 0, then no SUB selection is necessary. MAX_SUBS Any number 1 or above This indicates the maximum number of SUB products a person can select on the SUB screen.

136 P a g e 115 FIELD VALUE What It Does NUM_COMP_SUBS Number Integer field to set the number of complimentary SUB items. VOLPRODUCT_TEXT VOLPRODUCT_ALWAYS_SHOW VOLPRODUCT_ALLOW_CHANGE Any text to be displayed on the VOL selection page Checkbox that is checked or not checked. Checkbox that is checked or not checked. This text will be displayed on the VOL selection page. If not checked, and only one VOL item is available to the person then the VOL product page will not show. However, if this is checked then the page will always show even though there may only be one option. This will show the single line item with the only option pre-checked. When checked, allows the person to change their VOL products during join or renewal. When unchecked, they are not allowed to change VOL products. CRITERIA Name of SQL View Name of SQL View that allows access to the line in ATS_DUES. See the Advanced Criteria section for more information. PROFILE Name of SQL View This is the name of a SQL view that will prohibit a person from completing a dues/subscription process due to something missing from their record (i.e. address). See the Advanced Criteria section for more information.

137 P a g e 116 ATS_Shopping_Cart Tab The ATS Shopping Cart is a utility table used by ATS and should not be used by clients. However, it can be used for reporting or research to see who has what in their carts. Currently only donations are being put into this new cart but eventually, orders, events, and dues will be put in this table. LIST OF THE SESSION DATA STORED: Session ID Cart Type Bill To Ship To Product Code Product Major Product Minor Product Type Fund Code Campaign Code Appeal Code Distribution Code Is Kit Item Kit Product Code Quantity Unit Price Note Dues Term Dues Effective Date Dues Member Type Dues Billing Category Tribute Code Tribute Text Tribute Person Session Date Date Added

138 P a g e 117 Coupon Tab Use this tab to manage all of your coupons. FIELD Coupon Code Coupon Description What it does Code to be used in the Online Marketplace by customers at checkout (ie BIG10, SEPT15). Description of coupon that is displayed on the web. Coupon Category There are several types of coupons that can be offered: o Dues Discounts on Dues/Subscription products. o Events Discounts for event registrations o Freight Discounts to freight charges o Handling Discounts to handling charges o Orders Discounts to order products o Shipping Discounts to freight and handling combined. If the coupon is a percent-off coupon, then the percent off will be off of both freight and handling. If the coupon is a dollars-off coupon then the dollars off will be applied to the freight charge first and then any money remaining to the

139 P a g e 118 FIELD Coupon Type Coupon Value Status Start Date End Date Single Use Per Person Is Coupon Stackable Restricted to Member Types Restricted to Product o What it does handling charge. In addition, in the product code you can enter a freight method (e.g., UPS) and the coupon will only be valid if the person selects that freight method. You can use a comma delimited list of freight methods to apply this to as well (e.g., UPS,FEDEX). If you leave the freight method blank then the coupon will apply to all freight methods. SUB Discounts to subscription (SUB) products. This can only be used for subscription-only billing. If combined with other DUES products, use the DUES category. Type of discount coupon will apply (Percent or Dollars off). Number field Enter the amount or percent off. Status of coupon (Active, Inactive, Pending). Date that coupon offer starts. Date that coupon offer ends. NOTE: The current date has to be LESS than the coupon end date. So a coupon with an end date of 11/1 will not be able to be used on 11/1. Can a person only use this coupon once? Check box for yes. Can this coupon be combined with other coupons? List of member types that can use this coupon. List member types separated by a comma. NOTE: Do not put spaces between the commas when listing more than one. List of product codes this coupon is restricted to. Do not put spaces between the commas when listing more than one. Wildcards: An asterisk (*) is allowed as a wildcard. Information and Examples: Events: When restricting to an event you must list the Event Code/Function Code. o o Event_Code/* - Allows the coupon to be used for any function within the designated event (i.e. AM2015/*) */Function_Code Allows the coupon to be used with any event that uses the designated function (i.e. */REG_MAIN) Dues: List each dues product code unless the coupon is for chapters. Chapters must have the product type (CHAPT) listed as well. o CHAPT/* - Allows coupon to be used for any chapter product. Orders: List each product code o PRODUCT_CODE* - Allows any product(s) that start with the same characters to be used with the coupon. (i.e. BOOK* or DUES*) Shipping List each shipping method to restrict a coupon to a specific ship method o UPS* - Allows for a coupon to be used with any ship method that begins with UPS Freight - List each shipping method to restrict a coupon to a specific ship method

140 P a g e 119 FIELD Restricted to Product Cat Coupon Product Code Product Type Maximum Uses Per Product Code Maximum Orders Times Used So Far Coupon Batch Code o What it does UPS* - Allows for a coupon to be used with any ship method that begins with UPS Handling Wildcards not available with Handling coupons. SQL View Enter the name of the SQL view that identifies which product(s) the coupon can be applied against. The view must contain a column named PRODUCT_CODE and have one row per unique product code. List of product categories this coupon is restricted to. Not Used as of September If your version of the Online Marketplace is prior to September 2012 you will enter the name of the product, setup in Orders, for Coupons. System type limitation (ie DUES, MEETING, ORDER) Maximum uses per order for this coupon. User Field 1 Tracking Code 1 User Field 2 Tracking Code 2 Source Code Ship To ID Restriction If the value is set to 0 there is no limit. If the value is set to a number greater than 0 you will only be able to buy that many (quantity) of products that match the restrictions (product category and product code). The discount (dollars off or percent off) will be applied to the most expensive eligible products first. Sometimes rounding will need to occur to have the order put into imis correctly. For example, if you purchase a book and get $10 off but purchase 3 books, the unit price of all books needs to be adjusted and therefore the person may get $10.01 off instead of $10.00 off. o 3 $10 each 1 coupon for $10.00 off one book o Results in 3 books for a total of $20.00 or $3.33 off per book. Meaning each book is $6.66 each for a total charge to the customer of $19.98 or ($10.02 discount) Maximum number of orders for this coupon (i.e. First 50 orders get this offer). This field is automatically updated by web orders but can be manually advanced for imis Desktop orders. NOTE: This field will only automatically update if you set a maximum in the Maximum Orders field. User-assigned batch code from the Coupon Generator Used to identify coupons created in the Coupon Generator This field can be used in two different ways to restrict a coupon

141 P a g e 120 FIELD What it does ID: Enter ID number(s) of records that the coupon is restricted to. Enter multiple ID s separated by a comma and no space. SQL View: Enter the name of a SQL view to this field that selects the ID s that are eligible to use the coupon. This can be very powerful in that you can really write your own rules for coupon usage. This screenshot shows where your customers will enter the coupon code in the checkout cart.

142 P a g e 121 COUPON GENERATOR The Online Marketplace includes a coupon generator for creating groups of coupons in mass. This tool is in the Administrative Portal. To access the Administrative Portal go to <YourStoreURL>/store/admin/storeadmin.aspx (i.e. If you are not already logged in you will be taken to a login page. Once logged in, any user with the ATSStoreAdmin Access Keyword will be directed into the administrative portal. Click on the Maintenance tab, then Coupons and Coupon Generator to access the screen to create coupons. The Coupon List page is still under development. NOTE: This is not recommended for creating single coupons, but for creating many coupons at one time.

143 P a g e 122 ADDITIONAL FIELDS IN THE COUPON GENERATOR: Coupon Count Number of coupons to create. Coupon Generation Method Method for naming coupons.

144 P a g e 123 EXAMPLES OF COUPON GENERATION METHODS: STATIC VALUE Select this option to assign the same code to all coupons. View in imis:

145 P a g e 124 RANDOM ALPHA NUMERIC Provide a length for the coupon code in the Coupon Length field. Results:

146 P a g e 125 View in imis:

147 P a g e 126 SEQUENTIAL WITH MASK Provide a starting sequence number, sequence length, coupon prefix and suffix. NOTE: The maximum length for a Coupon Code is 11. This includes Sequence Number, Prefix and Suffix.

148 P a g e 127 Results:

149 P a g e 128 View in imis:

150 P a g e 129 Product Review Tab This tab stores all product reviews as they are entered by customers on your site. PRODUCT_CODE Product code of reviewed store item. RANK 1 through 5 review ranking. TITLE Title of review. DESCRIPTION Actual text review. REVIEW_DATE Date/time of review. You must be logged in to review products:

151 P a g e 130 Once logged in you can review any product The review is stored on the ID number of the person who entered the review in the Product Reviews tab.

152 P a g e 131 Product Review Comment Tab This tab stores all product comments as they are entered by your customers. REVIEW_SEQN Sequence number of the review this comment is for. COMMENT Comment text. COMMENT DATE Comment date/time. HELPFUL Was this helpful (1 for yes, 0 for no). PRODUCT_CODE imis product code that was reviewed. Your customers will be able to add comments to reviews once logged into the Marketplace. Comments are stored on the customer s record under the Product Review Comments tab.

153 P a g e 132 ACTIVITY SETUP The Online Marketplace uses activities for some functionality. Those activity types are: BO_ , CONFLETTER, Coupon_Use, Donation, Promotion and SHIPPING activities. Activity Types are setup on install/upgrade. BO_ This activity type is used to store backorder information when a customer would like to purchase an item that is not in stock. The customer will see that the product is out of stock and have the ability to enter their address for notification when inventory is available.

154 P a g e 133 Once you add inventory to the product you can pull a list of each person with the BO_ activity and the desired product to notify them that it is now available. The BO_ activities are stored on the Anonymous record if the person isn t logged in. If they are, it will be stored on their record.

155 P a g e 134 CONFLETTER The purpose of this activity record is for storing confirmation letters from the Online Marketplace confirmation letter system. These activities will be automatically generated from the Confirmation Letter feature and stored in the Store Manager record in imis.

156 P a g e 135 COUPON_USE The purpose of this activity record is to log each time a user uses a coupon when checking out of the Online Marketplace. These activities will automatically be created on the purchaser s record in imis.

157 P a g e 136 As your customers use coupons, a COUPON_USE activity will be created on their record.

158 P a g e 137 DONATION In order to report on the tribute selections users make, there will be activities created for each donation that has a tribute. Sample Donation Activity:

159 P a g e 138 PROMOTION The purpose of this activity is to create entries for promotional ads. They can be used for association ads on the website or can also be created for ad sales to manage online ads. Once this activity is setup, you will create different PROMOTION activities that contain specific information for your ads. For associationspecific ads, you will use one Store Manager ID (designated by you) to store all of these activities. Below is an explanation of each field: Description Enter a description of your ad Start Date Start Date of the ad running End Date Date ad will stop running URL URL to ad ImageURL URL to the image for your ad IsFillerAd If this field is set to 1 then it is a filler ad, if it is set to 0 then it is NOT a filler ad IsPopupAd If this field is set to 1 then the ad will open in a new window

160 P a g e 139 EXAMPLE Here is an example of what the activity will look like on your designated record in imis: Promotions display in the top product bar in the Marketplace.

161 P a g e 140 SHIPPING The SHIPPING activity will allow you to manually create Activities on records to allow a customer to track the shipment of their order(s). Once a SHIPPING activity is added to a record with the carrier, tracking number, order number and date they will be able to click and track their shipment from the View Previous Orders page. Currently, only DHL, FedEx, UPS and USPS are supported. EXAMPLE ACTIVITY:

162 P a g e 141

163 P a g e 142 VIEW PREVIOUS ORDERS PAGE:

164 P a g e 143 SETUP IN AR/CASH Credit Card Types The credit card types listed in AR/Cash >> Set up module are the types that will be available in the shopping cart.

165 P a g e 144 Batch Control Enable Batch Control Batch Control in imis must be turned on. 1. AR/Cash>>Set up module>>batch Control 2. Click Edit and selection the batch naming option you prefer 3. Click Save

166 P a g e 145 PayPal Express Setup The Online Marketplace supports payment via PayPal Express. This section explains the setup to enable this feature. STORE_SETTINGS There are several Store_Settings for PayPal Express: lblpaypalexpressitemdescription This is a description that will display in the Item Description in the PayPal Order Summary. It cannot itemize the items from the cart. lblpaypalexpressorderdescription This description is used for where the order came from. For example, ABC Association Checkout. PaymentPayPalExpress True/False setting. When set to True, PayPal Express payment is enabled. PaymentPayPalExpressButtonText Text that displays for customer to select PayPal Express payment type. PaymentPayPalExpressNote Note displayed after customer selects PayPal Express payment type. SETUP IN CREDIT CARD AUTHORIZATION A new credit card authorization account will also need to be setup in imis for your PayPal Express account. 1. AR/Cash>>Set up module>>credit Card Auth 2. Click New to setup a new gateway a. Gateway: Custom b. Select Immediate Authorization c. Account Code: PAYPALEC d. Account Description: PayPal Express Checkout e. Administrator s address on your PayPal Express account f. Partner: leave blank g. Host URL: (test transactions) or (live transactions) h. Host Port: 0 or leave empty i. Vendor: API Signature for your PayPal account j. Username: API Username for your PayPal account k. Password: API Password for your PayPal account l. Timeout: 0 or leave empty m. Proxy Server Address: leave empty n. Proxy Server UserId: leave empty o. Proxy Server Port: leave empty p. Proxy Server Password: leave empty q. Verify Proxy Server Password: leave empty r. Click Save

167 P a g e 146 CASH ACCOUNT SETUP You ll need to setup a cash account for PayPal Express. 1. AR/Cash>>Set up tables>>cash accounts 2. Click New a. Code: PAYPAL b. Title: PayPal c. Type: Credit Card d. Account: Desired GL account code e. Entity: Desired entity code (optional) f. CC Auth Account: PAYPALEC g. Click Save

168 P a g e 147 CHECKOUT As your customers check out they will select PayPal Express as the payment type: After clicking the PayPal Express Checkout button (configurable with Store_Setting PaymentPayPalExpressButtonText) they will be directed to the PayPal checkout

169 P a g e 148 Customers are then re-directed back to the Online Marketplace and displayed the receipt.

170 P a g e 149 PayPal TeleCheck Setup The Online Marketplace supports payment via PayPal TeleCheck. This section explains the setup to enable this feature. You need to make sure your PayPal account includes this feature as well. Check with PayPal to verify this is part of your account setup. STORE_SETTINGS There are several Store_Settings for PayPal Express: PaymentACH True/False setting. When set to True, customers are allowed to pay by electronic check. PaymentACHNote Text note that displays on payment screen after selecting ACH payment type. PaymentACHShowCheckImage True/False setting. When set to true, displays an informational image of a check for completing ACH (electronic check) payment (account number, routing number, etc.). PaymentTelecheckType 1 or 2 Your PayPal Telecheck account type will be 1 or 2. Enter that for this setting. o Type 1 accounts process transactions as a Sale o Type 2 accounts process transactions like credit card transactions (Authorization, Delayed Capture/Void). See the Credit Card Processing section for details. CASH ACCOUNT SETUP You will need to setup a cash account in imis for processing electronic checks. It must be a credit card type account that points to your PayPal processor. BATCH_SETTINGS Batch_Setting that control ACH payments will also need to be configured. Those settings are: BatchCashAccountCheck Name of the cash account in imis used for Online Marketplace ACH payments. This must be a cash, cash account. CashAccountCheck Name of the cash account in imis setup for ACH payments. This must be a cash, cash account. CashAccountCheckProcessor Name of the cash account in imis setup for ACH payments. This must be a credit card cash account linked to your payment processor.

171 P a g e 150 Staff Only Payment Options This functionality allows staff who use the impersonate functionality in the Online Marketplace to select a specific cash account at checkout. The payment is processed as a check and the transaction shows as paid in imis. This is typically used in a lockbox situation where the organization has already received the payment through the bank. NOTE: Staff must impersonate the customer through the administrative portal for this feature to appear, once enabled. STORE_SETTINGS There is only one Store_Setting: PaymentAdminOptions True/False setting. When set to True staff will have the option to select a specific cash account at payment time. STORE_ADMIN_PAYMENT_OPTIONS This general lookup table contains the codes of the cash accounts you want available for these transactions. It is required that these are all cash cash accounts and not credit card cash accounts. See the Tables: Store_Admin_Payment_Options section for detailed information about setting up this table. When impersonating a customer in the Online Marketplace the staff member will be presented with an Administrator Options radio button on the payment screen that allows them to select one of the cash accounts from the Store_Admin_Payment_Options general lookup table. The batch created will use the cash account selected and the transaction will be recorded as paid in imis. In addition, you can set a specific source code for these transactions using the ConfigAdminPaymentSourceCode entry in the Store_Settings general lookup table. This is the source code that will be used on an order when using the administrative payment options. The source code must be a valid source code in the SOURCE_CODE general lookup table in imis and is defaulted to WEB.

172 P a g e 151 SETUP IN ORDERS The Web Order Type under Orders>>Set up module>>web must be set to PF. PF is a pro-forma order type that is set on all web orders. They are then converted to regular orders using the imis desktop. Where Product Information Displays The following example will show you where some of the fields in imis displays in the Online Marketplace. Most of the fields in the Manage Inventory window are can be displayed using the Show entries in the Store_Settings General Lookup/Validation table. Also, the labels displayed for each field are configurable using the lbl entries in the Store_Settings General Lookup/Validation table.

173 P a g e 152

174 P a g e 153 Freight by Weight - United States Shipping Setup This section only applies if you use Freight by Weight for freight determination. Additionally, depending on how countries are stored in imis will drive how zone tables are setup. Country On Customer Record Blank United States USA Country on Zone Blank United States USA Zone Table Setup (Orders>>Set up tables>>zones) Store_Settings Code Description What it does ConfigDefaultCountryDatabas e ConfigDefaultCountryDisplay Typically left blank for US customers see note. Example: USA The value in the Country table for the default country. This is used for freight. For many clients in the United States, this is blank and therefore they need to leave it blank in the db. Value to display for the default country in the database. For example, they may set the ConfigDefaultCountryDatabase to blank but set the ConfigDefaultCountryDisplay to United States. Whatever value they use will be displayed in the dropdown of the country table when calculating freight. The Store_Shipping_Methods general lookup table will be where you indicate which of your shipping methods are allowed in the Online Marketplace. Types must exist in the imis standard general lookup table Ship_Method.

175 P a g e 154 Multi-Warehousing The Online Marketplace does support imis Multi-Warehousing functionality. See the Section Table: Store_Warehouses for specific information. Shipping Tracking The Online Marketplace can track shipping through SHIPPING activities that are manually added to imis customer records. See the Section Activity Type: SHIPPING for specific information. Stored-Procedure Pricing for Products The Online Marketplace is setup to allow for stored-procedure pricing on products. Your stored procedure can contain the following parameters. Any parameters that you specify will be sent by the Online Marketplace to your stored procedure. Parameter Name This is the product code of @QTYINCART This is the Bill to ID of the shopping cart This is the Ship To ID for the item being purchased This is the quantity of this item in the cart. I could also be acquired through SQL in the stored This is the quantity of this item that the person would like to order. Currently always 1 The stored procedure needs to return a single price. That price should be rounded to two digits. CREATE THE GENERAL LOOKUP TABLE First you must create the General Lookup table called STORE_PRODUCT_SP_PRICING. Stored procedure pricing for products can be defined for all products using a DEFAULT value or on a product by product basis. For each product that you want to execute a stored procedure, enter the product code as the CODE in the general lookup table. The Description should be the name of a stored procedure to be executed to calculate the price. If there is not an entry for a product code, the Online Marketplace will look for a code of DEFAULT. The entry of DEFAULT will be used for all other products that do not have individual lines for the product code. If there is no DEFAULT entry then no stored procedure pricing will be calculated for the product.

176 P a g e 155 EXAMPLE OF A SIMPLE STORED PROCEDURE: This example will calculate the product price at half of the Member Price. SET ANSI_NULLS ON GO SET QUOTED_IDENTIFIER ON GO CREATE PROCEDURE VARCHAR(31) AS select PRICE_1 *.5 from Product where PRODUCT_CODE GO HOW PRICING IS DISPLAYED FOR STORED-PROCEDURE PRICING PRODUCTS: In the Online Marketplace you can define three types of pricing to display. Each of these can be shown or hidden based on store settings. 1. Member Price: Determined by the Member Price field as entered in the Manage Inventory screen. 2. Non Member Price: Determined by the Non-Member price field as entered in the Manage Inventory screen. 3. Your Price: If you have stored procedure pricing setup as described earlier, that is the price that will show up in the Your Price field. Otherwise, the system will look at the currently logged in user (or anonymous user if you are not logged in) to display in the Your Price field. Your Price is always the price that is put into the cart. Purchase Orders Starting with imis versions and higher you can allow your customers to pay for an order by purchase orders. The PaymentPurchaseOrderOrders setting in the Store_Settings General Lookup/Validation table controls this. To enable purchase orders set this setting to true.

177 P a g e 156 PDF Watermarking & Security PDF Watermarking functionality allows you to watermark electronic PDF files that are available in your Online Marketplace. There are two settings in the Store_Settings table that control this: ShowWatermarkPDFFiles: This is a True/False setting to turn on or off this feature. Setting this to true turns it on. lblwatermarkcopyrightstatement: This is the statement that will print along with the customer s name, company, order number and order date. NOTE: Watermarks cannot be applied to any encrypted PDF. See an example to the right: PDF SECURITY: These are the Store_Settings for assigning security to PDF s. PDFSecurityEncryptionSiz e PDFSecuritySecure PDFSecurityOptions 40 or 128 Size of encryption key for PDF security. True Enables PDF Security False Not enabled Sets the values of the PDF security settings. Those that are included are set to TRUE, otherwise they are set to false. This is a string and can be comma delimited. NOTE: PDF files cannot have any pre-existing security applied to them for this feature to work. Valid Values: CANCOPYCONTENT - Can copy the document content. CANEDITCONTENT - Can edit PDF document content. CANFILLFORMFIELDS - Can fill the form fields. CANPRINT - Can print the document.

178 P a g e 157 CANEDITANNOTATIONS - Can edit PDF document annotations. PDFSecurityOwnerPassw ord PDFSecurityUserPasswor d Password that will be applied to PDF s for security. It will be required to change OWNER options of the rendered PDF. Password that will be applied to PDF s for security. It will be required to change USER options of the rendered PDF.

179 P a g e 158 Newest Items There is a section on the Online Marketplace homepage to display newest items. Newest items are determined by the Publication Date set on the product in the Publication demographics window. The Store_Settings ShowNewestTab (turns on Newest tab) and LblNewestTab (label for Newest tab) control this feature. From Orders>>Manage Inventory select the desired product and click the Publication button. Note: To enable the Publication button you must check the Use Publication Demographics box on the item s category under Orders>>Set up tables>>product categories. Newest Tab:

180 P a g e 159 Web Categories The Online Marketplace supports imis web categories. There are two Store_Settings that control this. 1. ShowProductWebCategoriesList When set to true the Product Category section in the right gutter switches to a tree-like view using the imis web categories and disables the use of the category search by the category set on the product. 2. ShowProductWebCategoriesLevel This number determines the number of levels expanded in the category tree by default. Prior to imis 20.2 web categories can be managed in the imis Desktop under System Setup>>Set up commerce web components>>store home. We have created an interface in the Online Marketplace Administrative Portal for managing web categories since the interface in the imis Desktop was removed in version To access this interface go to your administrative portal and under Products>>Products Audits and Tasks>>Manage Web Categories: Tab Description:

181 P a g e 160 Information: Brief description of this functionality. Add New Category: Add new web categories. Manage Category Products: This is where you add or remove products from each category by selecting a category from the tree above and using the arrow buttons to move from Products not in Category to Products in Category. There is a checkbox to include inactive products if needed. Edit/Update Category: Lets you update category title, description or online status.

182 P a g e 161 Deleting a Category: If a category has no products assigned to it, it is eligible to be deleted in the Edit/Update tab. The delete button displays in this scenario. Reports: Contains on listing of products not in a category NOTE: There is limited functionality to re-order the web categories by dragging and moving them up or down.

183 P a g e 162 How Products are Displayed This describes how products are displayed based on the product status and web setting: Status Web Option Description Active Not on Web Will not display on store, message states: product not found Active View on Web Will display, but cannot add to cart Active Sell on Web Displays and can add to cart Inactive ANY Will not display on store, message states: product not found Order Processing in imis Here are the steps you ll need to follow in imis to process your orders that come from the web. All orders first appear in imis as a Pro Forma or Quote. These quotes will need to be converted to Orders to finalize processing and create transaction records. 1. Review and Post Batches a. Transaction records are not written in imis until batches are posted i. AR/Cash>>Manage Batches>>Highlight Batch 1. Click Print Selected to review the batch entries ii. After reviewing your batch, select Post Selected to post your batch 2. Convert Quotes to Orders All orders will come into imis as Quotes and will need to be converted to orders. a. Orders>>Process Orders>>Print Quotes i. Highlight desired quotes and click the Convert button ii. This will print the quotes to the screen. You don t need to print them just close the report iii. NOTE: If you don t need this stage for other quotes, you can go to Orders>>Set up module>>order Staging and uncheck the Print Quote box under Pro Forma Orders and then this step is eliminated. b. Orders>>Process Orders>>Convert Quotes i. Highlight desired quotes and click the Convert button 3. Once orders have been converted you can then move them through the stages needed (as setup in your imis database for the order type) a. Orders>>Process Orders i. Print Pick Lists ii. Print Shipping Papers iii. Ship Orders iv. Invoice Orders

184 P a g e 163 REAL-TIME UNITED STATES POSTAL SERVICE FREIGHT PRICING (ADD-ON MODULE) This is an add-on module to the Orders Marketplace for calculating USPS real-time freight pricing. You must be licensed for this from ATS in order to use this functionality. Currently, the following ship methods have been configured: USPS (12 ounces or less) USPS Priority Flat Rate Envelope (less than 4 pounds) USPS Priority Flat Rate Box (less than 70 pounds) MediaMail (less than 70 pounds) International Flat Rate Priority Box (less than 20 pounds) International Flat Rate Priority Envelope (less than 4 pounds) International limits can vary by country. Note: To request another ship method, please submit an enhancement request at You will need to obtain a license from the USPS to use their web tools. You can do this here: Make a note of the UserId they assign you.

185 P a g e 164 Setup the Shipping General Lookup Tables You will need to add a few General Lookup/Validation tables for this feature of the Online Marketplace. TABLE: SHIP_METHOD This standard imis General Lookup table must contain a list of all shipping options in imis (Desktop and Online). The code field should specify the abbreviated name of the shipping method while the description field should specify the full name of the shipping method. TABLE: STORE_SHIPPING_METHODS Be sure that all of your online shipping methods are listed here. This allows you to have other methods for only imis desktop processing. A list of all accepted shipping methods can be found in the SHIP_METHOD General Lookup table (find this entry in the drop down list), along with their accepted abbreviated name. Only include shipping methods that are available to web users, and be sure that the abbreviated name is typed correctly.

186 P a g e 165 TABLE: STORE_USPS_EXTERNAL_SETTINGS These are the settings that communicate with USPS. CODE Description (values) What it does SHIPFROMZIP Origination Zip Code Zip code you are shipping from USERID UserID given to you from USPS Tells the USPS who you are USE_EXTERNAL_USPS True or False True Enables US shipping rate calculations False Does not enable US shipping rate calculations USE_EXTERNAL_USPS_INTL True or False True Enables International shipping rate calculations False Does not enable International shipping rate calculations TABLE: STORE_USPS_INTL_SHIP_METHODS International Setup for USPS: CODE Description (values) What it does USPS_PRIORITYMAILINTERNATIONALFLATRATEBOX_CODE USPS_FIFRB Code used for Int l Priority Flat Rate Box USPS_PRIORITYMAILINTERNATIONALFLATRATEENVELOPE_C ODE USPS_PIFRE Code used for Int l Flat Rate Envelope

187 P a g e 166 TABLE: STORE_USPS_SHIP_METHODS US setup for USPS: CODE Description (values) What it does MEDIAMIALW MEDIAMAIL Code for MediaMail USPSW USPS Code for USPS First Class Parcel USPS_PFLEW USPS_PFLE Code for USPS Priority Flat Rate Envelope USPS_PRIOW USPS_PRIOR Code for USPS Priority Flat Rate Box TABLE: STORE_USPS_MAX_WEIGHT This table allows you to set a maximum weight restriction for a ship method. This shipping method will not appear in the cart when an order is over this maximum weight. The Code in this table refers to the Ship Method and the Description is the weight in pounds (partial amounts are allowed such as.50). This code must already exist in either the STORE_USPS_INTL_SHIP_METHODS or the STORE_USPS_SHIP_METHODS table. NOTE: For USPSW the weight of the order must be 12 ounces or less.

188 P a g e 167 SETUP IN EVENTS Event Functions ATS has designed the following function prefix codes to allow functions to display differently. These prefixes are added to the registration function codes. For example, instead of using MAIN for your Main Registration you would now use REG_MAIN. REG_ FUNCTIONS Functions with the REG_ functions need to have a Sort Sequence below 1000, will be displayed with radio buttons, and the registrant can only select one. At least one of these is required. QUESTION FUNCTIONS QSTO_ Function displays a textbox under the description and filling out the textbox is optional; prefix is shorthand for "question optional".

189 P a g e 168 QSTR_ Function displays a textbox and is required. Required functions can display with a different color. CHECKBOX FUNCTIONS Please note that you cannot use these prefixes if your registrants can select more than one of a function. This is basically a yes/no option. CBXO_ Function displays a checkbox next to the description and the checkbox is optional. CBXR_ Function displays a checkbox and the checkbox is required. Required functions can display with a different color. INFORMATIONAL FUNCTIONS NFO_ Function is an information only item. This is useful for displaying messages and notices. This does not show date and time. NOTE: MEMO Functions also function like NFO_ Functions. NFOT_

190 P a g e 169 Function is an information only item. This is useful for displaying messages and notices. This does show date and time. EMERGENCY CONTACT FUNCTION EMRG_ Function will display emergency contact text boxes for the user to fill out. NOTE: This data can only be saved in user-defined fields designated in the app_settings file and is the same for each event. It is recommended that you use a QSTO_ function for this purpose.

191 P a g e 170 GROUP FUNCTIONS GRPR_[CODE] Function displays as a group label, with a selection from the group being required. Functions following this function will be considered a group if their function code starts with [code]. For example, GRPR_BRK01 would define a group, with the title being displayed as the label. Functions following this that start with BRK01_ would be part of that group; i.e. BRK01_SES01 and BRK01_SES02. GRPO_[CODE] Function displays as a group label, with a selection from the group being optional. Otherwise, it works like GRPR_. When deciding what codes you will use for your groups keep in mind that any other function(s) that start with that same letter or code will be included in your group. We recommend at least 3 characters. For example, if you create a GRPO_A function for your A sessions and then follow with functions A_1, A_2, A_3 any other function code that starts with the letter A would be included in that group so it might be better to use a naming convention like this: GRPO_ASSESS with following functions of ASSESS_1, ASSESS_2, ASSESS_3.

192 P a g e 171 NOT USING FUNCTION PREFIXES If you decide not to use the prefixes as described above your functions will display on the web if the Show this function on the Web? box is checked. However, not using the prefixes means that the functions will not follow the same rules. For example, you can create a function called MAIN_MON and give it a Sort Sequence of 100 and it will display in the Main Registration section but it will not function like other functions with a REG_ prefix where only one of that type can be selected. You can auto-select a function by checking the Automatic Option box in imis. USING YOUR OWN FUNCTION PREFIXES If your organization already uses a different function prefix naming schema you can override the Online Marketplace settings by using the Store_Event_Function_Prefixes General Lookup table. This table allows for the use of pre-defined function prefixes to function like ATS Function Prefixes. The description is a comma delimited list of your custom functions that will have the same functionality as the one in the CODE. See the Setup in Events section of this document for an explanation of all ATS Function Prefixes.

193 P a g e 172 PRE-REQUISITE FUNCTIONS The General Lookup table STORE_EVENT_FUNCTION_PREREQ contains entries for function(s) and which function a person must sign-up for before they are able to register for that function. Example Your event (DMAANNUAL) has the following REG_ functions defined: REG_MAIN full conference registration REG_MON Monday-only registration REG_TUE Tuesday-only registration REG_WED Wednesday-only registration You have a Welcome Reception that will be held on Monday (Function Code: XTRA_BANQ) and you only want people who have signed up for REG_MAIN or REG_MON to see that function. The entry in the STORE_EVENT_FUNCTION_PREREQ table would look like this: Code: DMAANNUAL/XTRA_WELCOME Description: REG_MAIN,REG_MON Once that entry is made in the table then the only registrants that will wee the XTRA_WELCOME functions are those that either sign up for REG_MAIN or REG_MON. CUSTOM REGISTRATION VALIDATION Currently the ATS Online Marketplace provides several ways to help guide the registrant to select the correct options. Those include prerequisite functions, conflict coding, restrictions by registration class, and special grouping of functions. If your validation needs aren t met by any of these methods you can create a custom validation of the registration through the use of a stored procedure. The STORE_REGISTRATION_VALIDATION general lookup table will allow you to restrict registration based on custom rules. Please refer to the section Table: Store_Registration_Validation for detailed information and an example stored procedure.

194 P a g e 173 FUNCTION BEHAVIOR NOTE: Functions work the same way functions do in the imis Desktop. All of your functions must have pricing setup, even if they are complimentary (check the Comp box). FUNCTION LOGIC If the registration class has pricing it will be used If a Default Price is setup (non-zero or complimentary) the default pricing will be used If the person meets neither of the above two scenarios they will not be able to register for the FUNCTION If the person has no functions available to their registration class they will receive an error message that they are unable to register for the EVENT Functions that have the Automatic Option box checked will be selected by default. Functions that have no pricing for the registrant class of the person logged in will not display. Any required functions have a style applied to them in the style sheet that can display them differently. This can be VERY POWERFUL You can ask questions of just members or just non-members. Some examples are: Create a Speaker Lunch function with only pricing for the Speaker registrant class that only speakers can see. If a CBXO function (one of the ATS function prefixes listed above), is not set to complimentary for the registration class, the person will not be able to register for the function. In addition, if the Default Price is set to complimentary then anyone registering will see the question. NOTE: All events must have an early and regular cutoff date.

195 P a g e 174 SORT SEQUENCE The Online Marketplace uses the Sort Sequence field in the function to help determine its placement on the registration screen. Any functions with a Sort Sequence under 1000 and a function prefix of REG_ (or designated alternate function prefix) are considered registration functions. These functions will display as radio buttons and selection of one is required. Functions with a Sort Sequence over 999 will be in conflict (displayed as radio buttons) in the following scenarios: The date/time conflicts and the ConfigEventTimeConflicts entry in the Store_Settings table is set to True. Two or more functions share a conflict code. Functions on receipts and confirmations will print in order of the Sort Sequence set on each function.

196 P a g e 175 EVENT SECTION HEADERS If the CONFIGEVENTAUTOADDGROUPHEADER entry in the Store_Settings table is set to True (default) the behavior is function grouping headers will be displayed as follows: Additional Programs (before the first function that is 1000 or greater) Additional Information (before the first function that is 2000 or greater) When the CONFIGEVENTAUTOADDGROUPHEADER in the Store_Settings table is set to False, you have the ability to setup your own group headers within an event. Create a function in the Event that will display your desired header text the Type for this function must be MEMO. The function code and title can be whatever you like. What you enter into the DESCRIPTION field will be what is displayed in the section header on the website. These functions must be set to show on the web. Here is an example of a Memo function with a sequence number of 0. The description will be added immediately below the Registration: Registrant Name line:

197 P a g e 176 Event Question Manager The ATS Online Marketplace can utilize questions setup in imis using the Survey Questions. imis : Once in Define an Event, click More>>Web Setup Wizard. Questions are defined on the Survey tab. imis and higher: Questions are defined in the Staff Site. Questions that are assigned to a function will be displayed directly below that function. Questions that are not assigned to a function will display after all functions. Functions set as an Automatic Option will display the questions immediately Functions that are not set as an Automatic Option will not display questions until the function is selected. Any question setup will display. EXAMPLE Question assigned to a function called GOLF asking the person s handicap: This displays in the Online Marketplace like this: Because the question is required it displays with a different color.

198 P a g e 177 An optional question not linked to a function would look like this: In imis: Online Marketplace: Function set without Automatic Option selected does not display the question(s) until the function is selected:

199 P a g e 178 Event Resource Web Display NOTE: As of September 2013 the ConfigEventDetailResourceGroup and ConfigEventDetailResourceType Store_Settings has been phased out. This functionality is being expanded with the addition of the Store_Event_Function_Resources and Store_Event_Meeting_Resources general lookup tables. The ConfigEventDetailResourceGroup and ConfigEventDetailResourceType settings in the STORE_SETTINGS table have been phased out and replaced with the following Store_Settings. CONFIGEVENTDETAILDISPLAYMODE EXAMPLE OF TABS ON EVENT DETAIL PAGE

200 P a g e 179 CONFIGEVENTFUNCTIONDISPLAYMODE EXAMPLE OF EXPANDING PANELS FOR FUNCTION DETAIL VALID DESCRIPTION VALUES The valid Description values for these 2 settings are: Value Linear Tabs PanelsExpandAll Behavior displays all resources in a linear display on the Event Detail page displays each resource Type in a tabbed format displays each resource in a collapsible panel and all are expanded by default with this setting PanelsExpandNone displays each resource in a collapsible panel and all are collapsed by default with this setting PanelsExpandFirst displays each resource in a collapsible panel and only the first is expanded by default. The first setting is controlled by the resource s Sort Order Function resources popup in the format of the designated when clicking on the Function Title.

201 P a g e 180 SETUP EVENT RESOURCES Under Events>>Set up tables>>event resources setup the different resources. We recommend using the STAFF Type. The Item Sort Order will determine what order each resource is displayed. Each resource you want to display online will need to be added to either the Store_Event_Meeting_Resources or Store_Event_Function_Resources general lookup table. o Code = Title displayed for resource section (panel, tab, etc.) o Description = Resource Type Resource Group You may also use a wildcard character of a percent sign. For example a description of STAFF WEB% would result in pulling groups named WEB1 and WEB2 from the STAFF type into the same tab or panel.

202 P a g e 181 In this example, on the REG_MAIN function in our event we entered the information in these resources. You can enter these resources on any function within your event The values were set for each resource.

203 P a g e 182 This is how the information displays after clicking on the function name.

204 P a g e 183 GENERIC RESOURCES The ATS Online Marketplace also includes a number of KEYWORDS that have special meaning. For example, if you want to display the event address in a tab, you can add a meeting resource and use the special code of ADDRESS. By doing that, you can control the sort order and position of the address in your display. NOTE: You do not need to re-enter the information (i.e. Address) into the resource, the code will pull it from the Event Address window. The following keywords are reserved. This means if you make the CODE in meeting resources match these words, the text for the page will be pulled from other sources than the Event Resources. These items will display even if you have the corresponding configuration turned off in the Store_Settings table. In other words, this supersedes those settings. Meeting Resources CODE Meaning Label comes from ADDRESS Event address LBLEVENTADDRESS DIRECTIONS Event driving directions LBLEVENTDIRECTIONS NOTES Event notes LBLEVENTNOTES COORD Event coordinators LBLEVENTCOORDINATORS DESC Event Description LBLEVENTDESCRIPTION UF1 Event User field 1 Event Setup UF2 Event User field 2 Event Setup UF3 Event User field 3 Event Setup UF4 Event User field 4 Event Setup UF5 Event User field 5 Event Setup UF6 Event User field 6 Event Setup UF7 Event User field 7 Event Setup UF8 Event User field 8 Event Setup UF9 Event User field 9 Event Setup UF10 Event User field 10 Event Setup

205 P a g e 184 EXAMPLE OF EVENT ADDRESS: Event Resource Group and Item created: The first Type entry creates the name of the resource group to display Each resource within that Type displays if data exists for that field. Blank resources do not display Resource added to Store_Event_Meeting_Resources general lookup table:

206 P a g e 185 Add the address to your event setup: Address Tab display on event detail page: TIP: You could also include other resources in the STAFF ADDRESS group that would display along with the address. For example, Transportation information, driving directions (DIRECTIONS), etc.

207 P a g e 186 Displaying Speaker Information Details about your speakers can be displayed along with your event information. There are five settings in the Store_Settings table that control this functionality: Setting ShowEvent Speakers ShowEventSpeakersBrief ShowEventSpeakersImage lbleventspeakers What it does shows event speakers on the detail page. Set to False if using functionality above shows event speakers on the Search Results page Show/Hide speaker images if ShowEventSpeakers is turned on Label to display URLPersonImgageNotFound this URL will display a graphic when a photo does not exist on a speaker s record in Customers Setting these options to True will display speaker names and optionally speaker photos. Any speaker within your event will be displayed, regardless of the function they are assigned to. Name, company name, and optionally picture will be displayed. You will need to create an Event Resource to assign a speaker to your event. This is done in imis under Events>>Set up tables>>event Resources:

208 P a g e 187 Within your function you can then assign an ID to this speaker resource: To display pictures you need to have a picture in the person s record in Customers:

209 P a g e 188 To display all speakers you can utilize the Store_Event_Meeting_Resources and Store_Event_Function_Resources tables. Using % as a wildcard will display all speakers for an event and/or function: Example of speakers displayed when added to Store_Event_Meeting_Resources table. Example of speakers displayed for a function when added to the Store_Event_Function_Resources table.

210 P a g e 189 Example of speaker information in the Event Brief Listing (ShowEventSpeakersBrief = True): Sample of speaker information on the Event Detail Page (ShowEventSpeakers = True):

211 P a g e 190 Guest Functions Setting a function up as a Guest Function in imis will allow your registrants to create guest badges while registering. You will check the Guest Function box and then set the number of guests allowed for this function in the Max Registrations per Registrant box. When a registrant selects a Guest Function they are presented with a window to create the guest badges:

212 P a g e 191 Click + to add each badge: Badges are editable until the registrant checks out. The badges are stored in the Badges window in imis. Guest Badges You can control what fields are displayed and how they can be edited by using the Store_Event_Guest_Badge_Fields general lookup table. Each entry in this table can be set to one of the following options: READONLY displays existing value from imis but does not allow changes EDIT displays existing value and allows editing REQUIRED same as EDIT but the field must have a value Fields Available: AddressLine1 AddressLine2 AddressLine3 City Company Country InformalName LastName MiddleName PostalCode Prefix StateProvince

213 P a g e 192 DelegateNumber Designations Suffix Title FirstName The information collected creates an Order_Badge record and is visible on the Badges screen in the imis desktop.

214 P a g e 193 Register Someone Else Functionality The ATS Online Marketplace has the ability to let your customers register themselves as well as other people at their company for your events. Here are the features and settings needed for this functionality. ALLOWREGISTERSOMEONEELSE When this entry in the STORE_SETTINGS General Lookup/Validation table is set to true then this functionality is allowed for all events. If set to False, you can control this functionality within each event under Web Options (imis 15.2 and higher) or from the Web Setup Wizard. This feature of the Online Marketplace allows a person at a company to register other individuals at their company (they have the same Company ID). If you need different functionality than this you can create a view to select the desired list see the General Lookup/Validation Table STORE_EVENT_REG_AUTHORIZATION. Will not allow someone to edit an existing registration. (imis 20.0.X.X and lower only) Will not allow someone to register someone that is already registered. Will not allow someone to register a company record (can be over-ridden by using a custom view). Additional settings: o ShowRegisterSomeoneElseCompany True shows the person s company o ShowRegisterSomeoneElseImage True shows the person s photo o ShowRegisterSomeoneElseTitle True shows the person s title o ShowRegisterSomeoneElseImage True/False if set to true a person s image will display in the register someone else list. If this is set to true and a person does not have a picture the URLPersonImageNotFound image will be displayed.

215 P a g e 194 WEB OPTIONS WINDOW (IMIS 15.2 & HIGHER): WEB SETUP WIZARD (IMIS 15.1 & BELOW):

216 P a g e 195 REGISTRANT SELECTION LIST When you click the Register Someone Else button you are displayed a list of people you are eligible to register. There is also a Filter box to search. Text entered in this box uses contains when searching so any characters are search throughout the fullname. imis 20.0.X.X and below:

217 P a g e 196 imis 20.1.X.X and higher

218 P a g e 197 Edit Registration imis 20.1.X.X and higher only Starting with imis 20.1.X.X you now have the ability to let your registrants edit their registrations and guest badges. The rules are: You cannot remove any functions You cannot create a credit balance situation The Store_Settings that control this functionality are: AllowRegistrationAdditions True/False if set to true registrants will be able to edit registrations. See documentation for specific details. ConfigEventEditRegUseOrderDate True/False controls whether the original order date will be used when calculating prices on edited registrations. lbleventeditregistrationbutton Text that controls the label on the edit registration button. Default: Edit Registration. lbleventregistrationeditcutoffmessage Text displayed when someone tries to edit a registration that is past the date to allow itinerary changes in the Staff Site. lbleventregistrationnotstartedmessage Text displayed when someone tries to register for an event prior to the registration start date set in the Staff Site. Click Edit Registration:

219 P a g e 198 Already selected functions are highlighted and only available functions are able to be selected. You can also edit guest badges.

220 P a g e 199 Other Information Event Setup When the Online Marketplace determines price ranges for events it finds the highest and lowest priced function and displays that range. It only considers functions that are marked Show this function on the web? and have a Sort Sequence under If the begin and end date for the event are the same only one date is displayed. If the begin and end time is the same for all functions then the time is displayed, otherwise only the date is displayed. Member pricing is based on member type alone. Status is not considered when determining pricing. Allowing your registrants to pay by purchase order is allowed. Based on your imis version, the following Store_Settings control this functionality: o imis and Lower PaymentPurchaseOrder set to true to enable purchase orders o imis and Higher PaymentPurchaseOrderEvents set to true to enable purchase orders Tracking ID number of the person that created a registration in Order_Meet.REGISTERED_BY_ID (imis 20.1.X.X and higher only). Track and Category fields are displayed with functions (imis 20.0.X.X and higher only). Events with only one function will display an add to cart button on searchresults.aspx unless the event is full. NOTE: On versions below 20.0.X.X the imis Business Objects do not support this and will show an add to cart button even if the limit on the event is full. It is recommended to set limits on the functions, which is supported. If someone has a registration in their cart and does not check out but comes back later to finish the registration and the event has reached its maximum, the registration will be removed from the cart. NOTE: On versions below 20.0.X.X the imis Business Objects do not support this and will not remove the registration from the cart even if the limit on the event is full. It is recommended to set limits on the functions, which is supported. Functions will print on receipts and confirmations based on the Sort Sequence set on each function. Schedule of Events Listing This is the listing that displays when the SHOWCALENDARSCHEDULEVIEW Store_Setting is set to True. Other Store_Settings that affect this view:

221 P a g e 200 LBLVIEWEVENTCALENDAR Label on the Calendar button as shown to the right LBLVIEWEVENTSCHEDULE Label for the Schedule of Events as shown to the right LBLVIEWEVENTLIST Label on the List button as shown to the right

222 P a g e 201 Event Registrant Class Determination in imis 15 Registration classes determine the price a person will pay for a function within an event. In imis 15.0, 15.1 and , you need to set the Registrant Class Determination option in the Web Setup Wizard. In the Define an Event window go to More>>Web Setup Wizard. Here you will choose the method for determining registration classes: Map Type this means that you must have a registrant class setup for each member type Member/Non-Member this means you must have an M and NM registrant class setup with pricing. The member/nonmember is then determined from the Customer Type table in imis. If the Is a Member box is checked, the person receives member pricing, if not, they receive nonmember pricing. Stored Procedure this allows you to create custom rules for determining a person s registrant class. See the following section for more information about creating pricing stored procedures. In imis and higher this information is consolidated under More>>Web Options:

223 P a g e 202 Event Stored Procedure Pricing for imis 10.x imis 10 allows for either using a registrant s member type to be passed through as the registrant class or pass through member/nonmember (M/NM) as the registrant class based on the registrant being a current member (or not). With the ATS online marketplace, a third option is available, stored procedure pricing. Stored procedure pricing provides a completely customizable method for calculating registrant classes. For example, if a business rule stated that members that have 3 or more years of continuous membership get a $ off the normal member registration fee for the annual conference, then a store procedure could be programmed to determine if a given registrant qualified and set the registrant class to one that has the discount built into the registration fees. Each event can have a unique stored procedure, in the case pricing is calculated a different way. Or, each event can share the same stored procedure; letting you leverage the programming effort across all events. Any event that isn t set up to use stored procedure pricing will use the standard imis calculation based on the event module setting; i.e. pass through member type or member/nonmember. TO UTILIZE STORED PROCEDURE PRICING There are two requirements: 1. Create and add the stored procedure to SQL server 2. Map the event code to the name of the stored procedure.

224 P a g e 203 CREATE AND ADD THE STORED PROCEDURE The stored procedure must accept, as parameters, the event code and the contact ID. It must also have a single return value that is the registrant class code. Below is a simple stored procedure that determines M or NM as the registrant class. This example can be used as a baseline for building a custom stored procedure; note that it is beyond the scope of this document to explain the process of creating and modifying stored procedures. CREATE PROCEDURE VARCHAR(100) AS BEGIN VARCHAR(100) = 'NM' -- Assume NM unless we find out ID is for a member VARCHAR(30) = (SELECT ID FROM Name WHERE MEMBER_RECORD = 'true' AND STATUS = 'A' AND ID = 'M' END MAP THE STORED PROCEDURE Once the stored procedure has been added to the sql server, it needs to be mapped to the event code for the event that will use it. This mapping is done with the use of an imis general lookup table named EVENT_REG_SP. If the table doesn t exist, add it to the general lookup tables in imis. Then for each event that will use stored procedure pricing, add a new entry to the general lookup table. Set the Code field to the event code. For example, if CONF-2011 is the event code for the 2011 annual conference, then use CONF as the Code. In the description field, put the name of the stored procedure. For example, if we use the above stored procedure, then sp_eventpricing would be entered. Once the general lookup table has been set up, the online marketplace will begin using it for registrant class calculations for those events mapped.

225 P a g e 204 Add to Calendar Functionality The Online Marketplace has the ability to allow registrants to add events and functions to their calendar. After a person registers for an event they will be able to add the event, the individual functions they registered for or both the event and functions to their calendar from the View Previous Orders page. EXAMPLE After registration, the customer can navigate to their View Previous Orders page and see the event(s) they have registered for. They will see a Calendar button to use this functionality. After clicking the Calendar button they will see the options for adding items to their calendar: NOTE: The Add to Calendar feature creates a multi-event ICS file that is opened by the users client. The user experience can vary for different clients.

226 P a g e 205 Confirmation Letter System The Online Marketplace has a confirmation letter system built into the administrative portal that allows you to create custom confirmation letters on a meeting-by-meeting basis, by event type or one generic confirmation for all events. In addition to automatically sending these confirmations to registrants through the Online Marketplace there is also functionality to these to registrants who mail/fax in their registrations. In the Web Options for an event a staff ID number can be set. If this field has an ID number in it, this ID will receive copies of all confirmation letters via .

227 P a g e 206 The Confirmation Letter System is turned on by a setting in the Store_Settings table called EventSendConfirmationLetters: To access the Administrative Portal go to your store /store/admin/storeadmin.aspx (i.e. you are not already logged in you will be taken to a login page. Once logged in, any user with the ATSStoreAdmin Access Keyword will be directed into the administrative portal. CONFIRMATION LETTER MANAGEMENT Click on Events then Expand Confirmation Letters. Click on Confirmation Letter Management:

228 P a g e 207 CHANGE GLOBAL SETTINGS Allows you to turn the Confirmation Letter System on and off. This is the same as changing the EventSendConfirmationLetters setting in the Store_Settings General Lookup table. SET HOW TEMPLATES ARE APPLIED TO EVENTS Allows you to set separate confirmation letters for each of your events. Items in red indicate that there has been no letter setup for that event. EDIT TEMPLATES Allows you to create and edit letters to assign at a global, event type or event specific level. ASSIGN MEETING SPECIFIC TEMPLATES Allows you to assign and edit confirmation letters. The Event list is a listing of all of your events in imis that are set to Allow Online Registration, the End Date is in the future and have a Status of Active.

229 P a g e 208

230 P a g e 209 SET HOW TEMPLATES ARE APPLIED TO EVENTS This screen allows you to set a system wide confirmation or a confirmation based on the Event Type in imis. After creating your templates, select an available one from the drop-down. TEMPLATE EDITOR Click the Create/Edit Template Confirmation Letters button This will bring you to the list of existing templates and also a button to create a new template. Click Edit to make changes to an existing template or click Create a New Template Letter.

231 P a g e 210 This will direct you to the WYSIWYG editor: You can enter and format text as well as insert fields from imis:

232 P a g e 211 You can select the fields from imis from the Insert imis Field... button. The full list of fields can also be viewed from the top of the editor by expanding the legend: EXPLANATION OF EVENT TIME FIELDS Field Explanation EVENT_BEGIN_DATE event begin date entered into imis EVENT_END_DATE FIRST_BEGIN_DATE FIRST_BEGIN_TIME LAST_END_DATE LAST_END_TIME event end date entered into imis the date of the chronological first function that is set to show on the web and has a date/time the time of the chronological first function that is set to show on web and has a date/time the date of the chronological last function that is set to show on the web and has a date/time the time of the chronological last function that is set to show on web and has a date/time If there are no functions that have a time then it would be considered to start at midnight. You can view your template in Design, HTML and Preview view. When you save your template it will be available to assign to any event:

233 P a g e 212 Click Go Back to Confirmation Letter Home Page to assign the template to an event. Click the Set button to select a template confirmation letter to be sent. You can also create an Event Specific Letter but it will not be available to use as a template for other events. Confirmation letter templates are stored in imis under your Coupon Manager record. They are stored as CONFLETTER activity. The HTML is stored as an attachment to the activity.

234 P a g e 213 CONFIRMATION LETTER DELIVERY Click the Confirmation Letter Delivery button to access the area where you can generate confirmations for those registrations that do not come in through the Online Marketplace (i.e. mail or phone-in registrations). You can click Preview to see the template confirmation. When you click Review/Send you will be displayed a list of people that have registered but have not received a confirmation. The Orders.CONFIRMATION_DATE_TIME is used for determining if a person should be selected; if this field is NULL for the registration they will be selected. If a confirmation has been generated from imis, a person would not be selected. The Reprint button will allow you to resend all confirmations to any registrant with an address.

235 P a g e 214 SETUP IN DUES This section will explain the setup options for dues/subscriptions. You must define each dues/subscription process in the ATS_Dues user-defined table on the record set as the ConfigDuesManagerID in the Store_Settings general lookup table. Setup a row for every end member type scenario. This means that for every process (join, renew, subscription) you will have an entry in the ATS_Dues table for the end result of the process (End Member Type field). If a nonmember can join as different types of members you will need an entry for each type of member the nonmember can join as. A description of each field is in the ATS_Dues Tab section of this document. The Billing_Cycle field refers to a billing cycle setup in imis under Billing>>Set up module>>billing Cycles. Dues products sort by Payment Priority. NOTE: you will need to select all of your products in the product column as the Other Billing Instructions checkboxes are not recognized. The values available for the Type field are JOIN, RENEW or SUB.

236 P a g e 215 Join EXAMPLE OF A NONMEMBER JOINING THE ORGANIZATION NOTE: All END_STATUS must be set to A.

237 P a g e 216 The Online Marketplace uses a wizard-type approach for dues with each product type (DUES, CHAPT, SEC, SUB, MISC, VOL) are their own screen in the join/renew. Here is an example of a JOIN with chapter selection.

238 P a g e 217 Renewal For RENEW cycles the records in imis must first be billed before a person would be eligible to renew. Without a balance due they would receive the NOT_ELIGIBLE_TEXT message for that RENEW entry. EXAMPLE OF RENEW ENTRY

239 P a g e 218 Chapters If you use Chapter products but don t call them chapter, the prompt setup in imis under Customers>>Set up module>>general>>chapter Prompt will now display when an error is displayed upon chapter selection. Display in the Online Marketplace: and NOTE: If the option CHAPTERPRODUCT_ALLOW_CHANGE is set to false CHAPTER_ALWAYS_SHOW is set to false then the chapter selection page will not be shown and existing chapter Subscription records will automatically be added to the cart but only if the product codes are selected in the billing cycle.

240 P a g e 219 Company Dues/Pay Someone Else Dues Some organizations have company memberships. This scenario is accommodated with the Is Company and Company Authorization fields. When you check the Is_Company box it means that this JOIN or RENEW is only for Company records in imis. Company records are identified in imis when you check the Is a Company box on the Customer Type table for that customer type under Customers>>Set up module>>customer Types. When the Is_Company box is check on a dues process you also need to enter the name of a SQL view that will identify who in imis is eligible to complete this process on behalf of the company. This view will contain two fields: ID and CO_ID where the ID is the record that can act on behalf of the company. This functionality can also be used to allow someone to pay someone else s dues. Check the Is Company box and enter the name of the view that identifies the ID s that one ID can pay.

241 P a g e 220 EXAMPLE An example view that allows anyone with the same company name to pay dues for anyone at the company looks like this (the ID is the payer and the CO_ID is the payee): USE [OnlineMarketplace] GO /****** Object: View [dbo].[vwatspayduessomeoneelse] Script Date: 02/21/ :06:00 ******/ SET ANSI_NULLS ON GO SET QUOTED_IDENTIFIER ON GO CREATE VIEW [dbo].[vwatspayduessomeoneelse] AS select n2.id as ID, n1.id as CO_ID from name n1, name n2 where n1.company = n2.company and n1.company <> '' and n2.status = 'A' and n1.status = 'A' GO In addition, there is a Store_Setting lblduesprocesssomeoneelsebutton that lets you customize the text on the button when renewing multiple people. Also, you must enter a value in the URLDuesApplication entry in the Store_Settings table. If you re not using a separate join/renew application use ~/dues.aspx for this setting.

242 P a g e 221 After clicking, the person is taken back to the list of names to select the dues payment:

243 P a g e 222 Subscriptions Subscription cycles can also be setup for customers to add or renew subscription products. The Store_Setting ConfigSyncSubDatesWithPrimaryDues controls how subscription paid through are handled. If set to true, subscriptions added to the cart will synchronize with the primary dues item s dates. If set to false, the subscription dates will be calculated according to the billing cycle. SUBSCRIPTION EXAMPLE

244 P a g e 223 Non-eligible You will also need to create a default JOIN entry for people that are ineligible to join. NON-ELIGIBLE EXAMPLE:

245 P a g e 224 Settings The First Month of Fiscal Year in the AR/Cash module must be set to something other than zero. This is in imis under AR/Cash>>Set up module. The STORE_UNBILLED_DUES General Lookup/Validation table contains settings for identifying what to do with dues/subscription items that are not billed as part of the join/renew in the Online Marketplace. Please refer to the section Table: Store_Unbilled_Dues for detailed setup information.

246 P a g e 225 ADVANCED CRITERIA Dues Rollup this General Lookup/Validation table allows you to combine multiple dues products to display them as one item on the Dues Summary page, in the shopping Cart and on the receipt. See the section Table: Dues_Rollup for an explanation of how to setup. Store_Dues_Kits this General Lookup/Validation table allows you to combine multiple dues products together that will display as one line item during the join/renew process. VOL items are excluded from this. Only available for join/renew (dues.aspx not subscription.aspx). See the section Table: Store_Dues_Kits for an explanation of how to setup. Criteria The Criteria field allows you to add additional custom dues criteria to an entry in the ATS_DUES table beyond Member Type, Billing Category and Status. You will add the name of a SQL view to the Criteria field that contains the ID s of the people allowed to use that line item. An example of how this could be used would be to limit access to a product by a person s country. This is limited to JOIN/RENEW only (no SUB). Example: SET ANSI_NULLS ON GO SET QUOTED_IDENTIFIER ON GO CREATE view [dbo].[vduescriteria_country] as select ID from Name where COUNTRY<>'' GO You then add the name of the view to the Criteria field in the desired entry in ATS_DUES. This will eliminate any of the ID s not selected in the view from being able to join/renew on that entry.

247 P a g e 226 Profile The Profile field will contain the name of a view that will prevent people from continuing through the dues process. The view needs to have two columns: ID and NOTE. The ID is the imis ID number of the person paying dues and the NOTE is a message that will be displayed on the screen. If the person is not in the view then they will be able to continue through the dues process. If they are in the view they will be stopped and the message will be displayed. Here is an example view that would stop people from joining/renewing if they don t have an address on file. Example: SET ANSI_NULLS ON GO SET QUOTED_IDENTIFIER ON GO CREATE view [dbo].[vduesprofilecheck] as select id as [ID], 'You must have an address on file to join or renew. <a href=" here</a> to edit your profile and add an address. <br /><br />(This is an example for demonstration purposes only and the link should go to your profile editing tool.)' as Note from name where name. = '' GO The screen will display when the system identifies the specific line in the ATS_DUES table the person is selecting. For example, you may have a restriction on people who join as a student that you don t have on people who join as a professional member. Therefore, the check will not happen until after the person selects the member type that they want to join as.

248 P a g e 227 Cart Behavior If a person adds dues to their cart but does not check out on the same day the following rules apply: If dues in the cart are over 30 days old they are removed. If using Start Date Control, the Marketplace compares the imis setting to the current date vs. the day dues were added to the cart. If that is less than the imis setting the dues are removed from the cart. Dues Product Sorting When offering multiple customer types during a join or renew you can control the order in which the customer types are displayed using the Store_Member_Type_Sort_Order general lookup table. When offering choices for category during a join or renew you can control the order in which the categories are displayed using the Store_Dues_Category_Sort_Order general lookup table. Dues items will be printed on receipts based on the Payment Priority. This can be set on each product. Long Titles for Member Type and Category If the standard imis description/title for member type and category are not long enough you can utilize the Store_Dues_Category_Descriptn (sic) and Store_Member_Type_Description general lookup tables to expand these descriptions.

249 P a g e 228 DONATIONS There are two different options for donations in the Online Marketplace. The donation page is donation.aspx. 1. Allow Voluntary (VOL) Dues Items 2. Allow Fund Raising Items Fund Raising options require purchasing the Donations Module for the Online Marketplace from ATS and that you own the imis Fund Raising and edonation modules. There are a few Store_Settings that control donations: ConfigDonationsBannerURL This is the URL to a custom html banner on the donation.aspx page. lbldonations label that displays on the donation.aspx page. ReceiptAlways Donations True/False setting. True will the person a receipt after each donation. False will not a receipt but direct them to the myorders.aspx page to self-manage their receipts. ShowDonationsAtCheckout None, Always or Once are the options for this setting that controls how many times during a session a person is directed to the donation.aspx page before going to the checkout page. ShowFRAppealsAtCheckout True/False setting. True shows any Distribution Codes assigned to the appeals entered in the Store_Fundraising_Appeals general lookup table. False shows no Fund Raising Distributions. ShowFRVOLDuesAtCheckout - True/False setting. True shows any VOL Billing products set to Accept Payments on the Web on the donation.aspx page. False displays no VOL Billing products.

250 P a g e 229 VOL Dues Product Setup In imis go to Billing>>Set up module>>products. 1. Create product(s) with a Product Type of VOL. 2. Set the Member/Nonmember price to the suggested donation price (optional). 3. Check the Accept Payments on the Web box. 4. Pay Priority controls the sort of these products on the donation.aspx page. 5. Optional Setup the Store_Donation_VOLProductCodes general lookup table to limit VOL products displayed. See the section Table: Store_Donation_VOLProductCodes for more information about setup.

251 P a g e 230 Fund Raising Product Setup In imis go to Fundraising>>Set up tables>>distributions and premiums 1. Create a new distribution. 2. Set the Appeal to one of your Appeals in the Store_Fundraising_Appeals General Lookup table (see Table: Store_Fundraising_Appeals, Table: Store_Fundraising_Mappings and Table: Store_Fundraising_Options for more information about setup). 3. The Gift Amount will be the suggested amount.

252 P a g e 231 Donation Page Donation.aspx

253 P a g e 232 ONLINE MARKETPLACE BEHAVIOR This section describes how the Marketplace reacts to specific activities. Responsive Design ATS has implemented additional stylesheet components to support responsive design. Many tables have been changed to div tags. The site will still function the way it has in the past. If you have customized your styles in the override.css file then some of those styles may need to be modified as some of the elements have changed their class name to accommodate the responsive design. Please plan to review your site when it gets upgraded. There are still some interior components that are using tables and they will be changed to div s in future releases. Use Parent Company Pricing When Use Parent Company Pricing is enabled in imis under Customers>>Set up module>>general>>advanced the following rules apply: 1. Works only with Orders and Events (no Dues/Donations). 2. The individual will always see pricing based on the company member type, even if the company is a nonmember and the individual is a member.

254 P a g e Stored procedure pricing will always override member/nonmember pricing for products and events whether this is enabled or not. 4. If a company is a nonmember and the company has dues in the cart, individuals linked to the company also qualify for member pricing. Staff Notifications The Online Marketplace can generate s to staff based on activity in the Online Marketplace. ATS staff can assist you with these settings. Events - set the Event Contact under More>>Web options to the ID of the staff person you want to receive copies of all registrations. All Online Marketplace Transactions there is an entry in the appsettings.config file where the Online Marketplace is installed. Edit this entry to add the address(es) you want to receive copies of all receipts generated from the Online Marketplace: o <add key=" bccaddresses" value=" @atsol.org"/> Other web service errors (including PayPal errors when a transaction fails or is voided) update this setting in the appsettings.config file where your Online Marketplace is installed to receive detailed s about the issue: o <add key="errorsto " value=" @atsol.org"/>

255 P a g e 234 Your Price Your Price functionality allows you to choose how pricing is displayed. Your Price shows the price of the person logged in. If no one is logged in then Your Price is the price of the anonymous user. People have the ability to turn Member Price, Non Member Price, and Your Price on/off. This can be used in situations where the client only has one price in the database. In addition, there is also a parameter called ShowOnlyYourPriceWhenLoggedIn. When set to true, it will only show the Your Price value if the person is logged in and automatically hide the nonmember and member price. This will show the Your Price even if Your Price is turned off in the other settings. These entries in the STORE_SETTINGS table control all of the pricing display options: Entry LblYourPrice ShowProductsMemberPrice ShowProductsNonmemberPrice ShowProductsYourPrice ShowEventsMemberPrice ShowEventsNonmemberPrice ShowEventsYourPrice Purpose this is the label that displays on the screen when you enable Your Price true/false if true shows the member price in the product detail, product detail brief, highlights, recently viewed, and specials true/false if true shows the nonmember price in the product detail, product detail brief, highlights, recently viewed, and specials true/false if true shows Your Price in the product detail, product detail brief, highlights, recently viewed, and specials true/false if true shows the member price in the event detail brief, highlights, recently viewed, and specials true/false if true shows the nonmember price in the event detail brief, highlights, recently viewed, and specials true/false if true shows Your Price in the event detail brief, highlights, recently viewed, and specials ShowOnlyYourPriceWhenLoggedIn true/false if true, and the person is logged in, it will hide the member and nonmember price and only show the Your Price value

256 P a g e 235 EXAMPLES This example shows the Online Marketplace home page before a person has logged in: This example shows the Online Marketplace home page after a person has logged in:

257 P a g e 236 SEARCHING IN THE ONLINE MARKETPLACE There are several different ways to perform searches in the Online Marketplace: Using the Search box Using the Tag Cloud Using Auto Search Searching Products in the Marketplace This is a list of fields in imis that are searched when a customer performs a search on the site: DESCRIPTION WEB DESCRIPTION CATALOG DESCRIPTION OTHER DESCRIPTION TITLE PRODUCT CODE AUTHOR PUBLISHER ISBN FORMAT Searching Events in the Marketplace This is a list of fields in imis that are searched when a customer searches for an event. It will search for all words (in any order) in: TITLE DESCRIPTION NOTES ADDRESS EVENT CODE In addition, it will search for all words in the following for each function. If one function in the meeting is set to Show on Web and contains the search words, then the meeting will be returned in the search results. DESCRIPTION TITLE SPEAKER NAMES Search Results Display Control The Store_Setting IntSearchRecordsPerPage is where you will enter a number that controls how many results are returned per page on a search. If the results are greater than that number the customer will be displayed with current page, previous page and page number indicators to browse the results.

258 P a g e 237 Tag Cloud Tag Cloud functionality allows you to show most popular words in a cloud with weighting for more frequently used words. The Tag Cloud will create a list of words from imis Products and Events. It searches all searched fields including authors and presenters. Words that appear more frequently will be displayed with a larger font. In the Administrative Portal you can create the custom table and stored procedure to build the cloud. To access the Administrative Portal go to your store /store/admin (i.e. If you are not already logged in you will be taken to a login page. Once logged in, any user with the ATSStoreAdmin Access Keyword will be directed into the administrative portal. Click On the Setup link and click Verify:

259 P a g e 238 Click Create to build the table and stored procedure. You will also need to create the Store_Search_Keyword_Exclude General Lookup table to exclude words you do not want included in your Tag Cloud. This can also be created from this same screen. In the Optional General Lookup Tables section click the Edit button next to the Store_Search_Keyword_Exclude entry and you will be taken to a screen to manually create entries in the table. You can also create this in imis under Customers>>Set up tables>>general Lookup/Validation. In addition, click the Add Top 150 English Words button to add the most common words in the English language. This list is compiled from

260 P a g e 239 ADMINISTRATIVE PORTAL TABLE UPDATES Create entries in STORE_SEARCH_KEYWORD_EXCLUDE General Lookup Table. Click Add New Record: Enter the word to be excluded in the Code box and leave the Description blank. Click Insert to complete the action. There are also several entries in the Store_Settings General Lookup table that help manage the Tag Cloud: SHOWTAGCLOUD when set to true will show the tag cloud (Boolean: Default true) LBLTAGCLOUD label that will show at the top of Tag Cloud (String: Default Keywords) INTMAXTAGCLOUDITEMS maximum number of cloud keywords to display (Number: Default 30) CUSTOM FUNCTIONS There are two custom functions required for this functionality to work: ATS_GETCHARACTERS and ATS_STRIPHTML. These are typically created by ATS or your imis reseller on new installation but you can also create these from the Administrative Portal under Setup>>Verify.

261 P a g e 240 Auto-Searching You can also turn on the Auto-Search functionality in your Online Marketplace. This will use the Search button and as customers type letters into it a drop-down will display of the possible items they could be searching for. This functionality uses the same settings, tables, stored procedures and functions as the Tag Cloud above with the addition of the Store_Setting entry below which turns on this functionality. You must create the ATS_CONTENT_KEYWORDS custom table as explained in the previous section - Tag Cloud. Store_Setting SHOWAUTOTEXTBOXSEARCH Set this to true to enable your Search box to display a dropdown of possible searches as customers type letters into the Search box. NOTE: The Auto-Search drop-down will not display until 3 letters are typed into the search box.

262 P a g e 241 HOW IMAGES WORK The default image for a product s detail is the main image. If it doesn t exist then we look for a thumbnail image and use that. If it doesn t exist the default image (URLProductImageNotFound) entered into Store_Settings is used. For Best Sellers, Featured Items, Newest Items, Search Results, etc., the default is the thumbnail image if it exists. If it does not then we look for the full image. If that doesn t exist then the default image (URLProductImageNotFound) entered into the Store_Settings is used. IMMEDIATE ADD TO CART Immediate Add to Cart functionality allows you to distribute a URL that will automatically add an item or items to a person s cart. This functionality exists for Orders and Events only. By appending addtocart.aspx?id=product_code the product will be dropped into the cart when the person clicks on the link you provide. Product (Orders) Examples: will add Book 1 to the cart. will add Book 1 and Book 2 to the cart. If you add a product to the cart and the person already has that item in the cart the quantity will be increased by 1 unless it exceeds the available inventory. Registration (Events) Examples: will add the REG_MAIN function for the Webinar 1 event to the cart. will add the REG_MAIN function for the Webinar 1 and Webinar 2 events to the cart. If you add a registration to the cart and the person already has that event in their cart, the original functions for the event will be removed and the one you reference in your URL will be added. Any functions you have setup as required will be ignored using this functionality. Billing Item Examples: will add the Dallas Chapter to the cart. will add the Billing product FINC (SEC) to the cart. Billing item types included: CHAPT, MISC, SEC, SUB, VOL

263 P a g e 242 Rows must be included in the ATS_DUES user-defined table for each individual product you will use. See the section Setup in Dues for more information. This is not designed to work for a join or renewal as this process does not update Member Type or Paid Through Date. It only adds a new item to the person s subscription collection (i.e. add a chapter or section, make a donation, subscribe to journal). Include a Coupon: You can also include a coupon code with addtocart.aspx. will add Book 1 and the 10OFF coupon to the cart. will add the REG_MAIN function for WEBINAR1 and the WEB15 coupon to the cart. will add the Dallas chapter and a coupon for a free chapter to the cart. If an item should not be in the cart because the person is not eligible to buy it, the event is over, or some other reason, the standard Online Marketplace functionality will remove the item from the cart and display the standard this item has been removed from your cart for the following reason... message. If a person adds an item to the cart and does not check out but comes back later and something on their record changes what they should be charged for an item(s), the item(s) in their cart will be re-priced.

264 P a g e 243 SOURCE CODES The Online Marketplace allows you to setup Source Codes for tracking transactions. All of your source codes must exist in the imis SOURCE_CODE General Lookup/Validation table. Once defined in the SOURCE_CODE table, there are two STORE_SETTINGS to control behavior: ConfigPaymentSourceCode This is the name of the source code that will be set as the default source code on all transactions in the Online Marketplace. The default is set to WEB. ConfigPaymentSourceCodeParameter This is the name of the parameter to be used in the URL to set a different source code for transactions. Default is PROMO. You could send out an ing that includes a link to a specific product in your Online Marketplace and include in the URL the source code to assign to the transactions from that link. This link would direct a person to the Online Marketplace home page and assign the source code on any transactions as SPRING This link would direct a person to the page for the Annual Meeting and assign a source code of SPRING2013 to any transactions that result.

265 P a g e 244 GOOGLE ANALYTICS ECOMMERCE TAGS The Online Marketplace can support tracking via Google Analytics. There are 2 Store_Settings that need to be configured to turn this feature on: ConfigGoogleAnalyticsEnhancedEcommerce True/False setting to turn on Google Analytics advanced tracking. True turns the feature on. ConfigGoogleAnalyticsTrackingID Enter the Google Analytics Tracking ID for your website. The following tags are being tracked: IMPRESSIONS Featured Items Best Sellers Newest Items Product Recommendations (people who bought this bought that) Upsell Cross-sell Search Results Calendar Views PRODUCT DETAIL Products Events Subscriptions ADD TO CART Products Events Subscriptions Dues Donations OTHER Remove From Cart View Cart Checkout Payment Purchase

266 P a g e 245 TESTING YOUR MARKETPLACE SETUP A very important part of implementing your online marketplace is testing its functionality. Here are some suggested tests. Process a transaction using each type of credit card you accept. Enter a meeting registration Enter a product order o Enter an order for a kit item Enter a dues payment Enter donations with and without tributes Enter combination transactions: o Registration, Order, Dues Payment, Donation o Registration, Order o Registration, Dues Payment o Registration, Donation o Test each combination of offerings from your marketplace Test a transaction with a coupon payment Be sure to finalize the transactions in imis by posting batches and invoicing orders to ensure the transactions complete the way you expect them to. When testing and making setting changes you may need to recycle the application pools to see the changes immediately. THINGS TO KNOW ABOUT IMIS WEB TRANSACTIONS Product orders are created as Pro-Forma (quotes) o You must convert them from quotes to orders (Orders>>Process Orders>>Convert Quotes) o Until the batch is posted, the Trans records are not created. For dues payments, you must post your batch before you see the payment transactions and paid thru date advancement. For event registrations, you must post your batch before you see the registration transactions created. If events have negative-fee functions it is allowable to let someone checkout but it will not credit the credit card, rather it will create a credit on the account for future refund. Coupons will never create a cart with a credit balance. If the full amount of a coupon cannot be used the amount of the coupon is reduced.

267 P a g e 246 CREDIT CARD PROCESSING Standard Processing The processing of credit cards in the Online Marketplace uses the following steps. The reason for the three step process is to minimize the amount of charges on a client s credit card when processing errors occur. 1) Authorization This authorization at PayPal authorizes that the credit card has enough money on it. If someone wants to make a $100 purchase then the Online Marketplace makes a call to PayPal to determine if there are enough funds. If there are, we move to step 2. If not, then PayPal returns an error code (e.g., declined) and that is presented to the web user with the information. Inside of PayPal you will see a corresponding Authorization with a status of Declined. If for some reason the system is not able to connect to PayPal the end user will receive an error on the screen and an will be sent to the errrorsto setup in the configuration with the details about the error. 2) Process the payment and transaction in imis. In this step, the Online Marketplace takes the authorization code returned from imis and creates a transaction in imis. That could be a product order, event registration, dues payment, or donation. The system will attempt to contact the imis database which will return a success or failure status. A failure status can occur when the server cannot contact your imis server, when there is a problem with the transaction (e.g., someone just deleted a product), or if there is a problem with the purchasers record (a corrupt imis record). These are some of the items that can return a bad status code. If a bad status code is returned from imis an error is displayed to the person on the screen and the credit card authorization is VOIDED. In this case where there is an error PayPal will result in Authorization and a Void. In unusual situations the error is fatal enough that the void cannot be sent to PayPal. Upon successful completion though the process moves on to the third step. 3) Delayed Capture. In the case of a successful step 2, a Delayed Capture request is sent to PayPal. In this situation the funds are actually charged to the card and the transaction is complete. It is rare but can happen that the delayed capture cannot be processed. In this situation an error is displayed to the person and an is sent to the staff member(s) identified in the errorsto setup in the configuration with details about the error. Other Factors Other factors that affect this processing include server performance and connectivity issues. If for example the server cannot connect to the payment gateway then variations to this process can occur. Additionally if the IIS server has an issue (e.g., the application pool recycles in the middle of this process) then other items can be seen as issues.

268 P a g e 247 Troubleshooting To troubleshoot this process you should always look at your payment processor and you should see a pair of transactions. An Authorization and a Delayed Capture An Authorization and a Void If you do not see a pair of entries in your processing then check the s sent to the errorsto address and check your server logs to see what may have occurred in the seconds immediately after the authorization occurred. VOID NOTIFICATION You can add addresses to the errorsto setting in the appsettings.config file that will generate an with the details of a voided transaction. NOTE: These addresses will also receive other Online Marketplace error s, not just transaction voids. Flowchart of Credit Card Process

269 P a g e 248 ATS Standard Credit Card Processing Methodology Start Perform Authorization at Payment Processor Yes Process Transaction in ims Yes Perform Delayed Capture at Payment Processor Was Authorization Successful? Was Transaction Successful? Was Delayed Capture Successful No No Process Void at Payment Processor No Yes Display Error to web user and staff Display Error to web user and staff Display Error to web user and staff Stop

270 P a g e 249 IMIS USER SECURITY LEVELS In order to perform the maintenance for the Online Marketplace, users will need minimum security levels set on their logins in imis. Security levels are maintained by the MANAGER login in imis. imis 15 Customers>> Find user record>>click User Credentials button and expand the Staff Access section:

271 P a g e 250

272 P a g e 251 imis 10 File>>System Setup>>User Passwords

273 P a g e 252 Modules CUSTOMERS Users will need a level 5 access level in order to see the Set Up Tables menu. Level 8 will give users access to the Set Up Module and Utilities menus. EVENTS Users will need a level 5 to access the Set Up Tables menu and level 8 to setup Events and Set Up Module menu. AR/CASH Users will need a level 5 access level in order to see the Set Up Tables menu. Level 8 will give users access to the Set Up Module menu. ORDERS Users will need a level 5 access level in order to see the Set Up Tables menu. Level 8 will give users access to the Set Up Module menu. BILLING Users will need a level 5 to see the Set Up Module menu. FUND RAISING Users will need a level 5 access level in order to see the Set Up Tables and Set Up Module menus.

274 P a g e 253 USER-DEFINED TABLES User-defined tables are typically installed when the Online Marketplace is installed or updated. This section is for reference only. User-defined table names ATS_Checkout_Windows ATS_Dues ATS_Shopping_Cart Coupons Product_ReviewComment Product_Reviews

275 P a g e 254 User Defined Table: ATS_Checkout_Windows

276 P a g e 255 User Defined Table: ATS_Dues

277 P a g e 256

278 P a g e 257

279 P a g e 258

280 P a g e 259 User Defined Table: ATS_Shopping_Cart

281 P a g e 260

282 P a g e 261

283 P a g e 262 User Defined Table: Coupons

284 P a g e 263

285 P a g e 264 User Defined Table: Product_ReviewComment

286 P a g e 265 User Defined Table: Product_Reviews

287 P a g e 266 USER-DEFINED WINDOWS (TABS) User-defined windows are typically installed when the Online Marketplace is installed or updated. This section is for reference only. WINDOW NAMES Name-ATS_Checkout_Windows Name-ATS_Dues Name-ATS_Shopping_Cart Name-Coupons Name-Product_ReviewComment Name-Product_Reviews

288 P a g e 267

289 P a g e 268

290 P a g e 269

291 P a g e 270 SQL SERVER SETUP This setup is typically performed by ATS when installed the Online Marketplace. The following sections are for reference only. Two stored procedures are created, as well as two jobs that will call those stored procedures on a daily basis. The two stored procedures that need to be created are ATS_BUILD_PRODUCT_BEST_SELLERS and ATS_BUILD_PRODUCT_RECOMMENDATIONS. These procedures do exactly as their names imply. Creating the First Stored Procedure 1. Open SQL Server Management Studio and log in with an account that has administrative rights 2. Find the database being used by imis in the Object Explorer and expand it 3. A list of folders will appear below the database, click on and expand the one that says Programmability. 4. Again, another list of folders will appear, this time underneath the Programmability folder. Find and right-click the folder called Stored Procedures. 5. In the fly out menu select the New Stored Procedure option. At this point a new window pane will open up with some auto-generated text for creating a new store procedure. 6. Select the entire block of text and replace it with the code below. 7. Go to the top of the newly pasted code and find the line that says USE [ATS]. 8. Replace the ATS within the brackets with the actual name of the database, as seen in the object explorer. 9. The stored procedure is now ready to be created. Click the Execute button to build. USE [ATS] GO /****** Object: StoredProcedure [dbo].[ats_build_product_best_sellers] Script Date: 08/02/ :28:27 ******/ SET ANSI_NULLS ON GO SET QUOTED_IDENTIFIER ON GO -- ============================================= -- Author: <Author,,Name> -- Create date: <Create Date,,> -- Description: <Description,,> -- ============================================= CREATE PROCEDURE numeric

292 P a g e Add the parameters for the stored procedure here -- <@Param1, <Datatype_For_Param1,, int> = <Default_Value_For_Param1,, -12> AS BEGIN -- SET NOCOUNT ON added to prevent extra result sets from -- interfering with SELECT statements. SET NOCOUNT ON; -- Insert statements for procedure here --SELECT <@Param1, <@Param2, DELETE FROM ATS_PRODUCT_BEST_SELLERS INSERT INTO ATS_PRODUCT_BEST_SELLERS SELECT ORDER_LINES.PRODUCT_CODE, COUNT(ORDER_LINES.PRODUCT_CODE) FROM ORDER_LINES, ORDERS, PRODUCT WHERE ORDER_LINES.ORDER_NUMBER = ORDERS.ORDER_NUMBER AND ORDER_LINES.QUANTITY_ORDERED > 0 AND ORDERS.STATUS NOT IN ('C','CT') AND ORDERS.ORDER_DATE > DATEADD(MONTH,@PAST_MONTHS,GETDATE()) AND ORDER_LINES.PRODUCT_CODE = PRODUCT.PRODUCT_CODE AND PRODUCT.PROD_TYPE = 'SALES' AND PRODUCT.WEB_OPTION = 2 AND PRODUCT.STATUS = 'A' GROUP BY ORDER_LINES.PRODUCT_CODE END

293 P a g e 272 Create the Second Stored Procedure Providing no errors occurred when creating the first stored procedure, now will be the time to create the second stored procedure. To create the second stored procedure follow the steps used to create the first, except copy and paste the code below into the new stored procedure window pane. You will again want to replace the ATS found at the top of the code with the actual name of the database that imis is using, and once that is done click the execute button to actually build the procedure. USE [ATS] GO /****** Object: StoredProcedure [dbo].[ats_build_product_recommendations] Script Date: 08/02/ :29:19 ******/ SET ANSI_NULLS ON GO SET QUOTED_IDENTIFIER ON GO -- ============================================= -- Author: <Author,,Name> -- Create date: <Create Date,,> -- Description: <Description,,> -- ============================================= CREATE PROCEDURE numeric -- Add the parameters for the stored procedure here -- <@Param1, <Datatype_For_Param1,, int> = <Default_Value_For_Param1,, -12> AS BEGIN -- SET NOCOUNT ON added to prevent extra result sets from -- interfering with SELECT statements. SET NOCOUNT ON; -- Insert statements for procedure here --SELECT <@Param1, <@Param2, DELETE FROM ATS_PRODUCT_RECOMMENDATIONS INSERT INTO ATS_PRODUCT_RECOMMENDATIONS SELECT T.PRODUCT_CODE_1, T.PRODUCT_CODE_2, COUNT(T.BT_ID) AS NUM_PEOPLE

294 P a g e 273 FROM ( SELECT DISTINCT O1.BT_ID, OL1.PRODUCT_CODE AS PRODUCT_CODE_1, OL2.PRODUCT_CODE AS PRODUCT_CODE_2 FROM ORDERS O1, ORDERS O2, ORDER_LINES OL1, ORDER_LINES OL2, PRODUCT P1, PRODUCT P2 WHERE O1.ORDER_NUMBER = OL1.ORDER_NUMBER AND O1.BT_ID = O2.BT_ID AND OL1.QUANTITY_ORDERED > 0 AND OL2.QUANTITY_ORDERED > 0 AND O2.ORDER_NUMBER = OL2.ORDER_NUMBER AND O1.ORDER_NUMBER <> O2.ORDER_NUMBER AND O1.ORDER_NUMBER <> O2.ORDER_NUMBER AND OL1.PRODUCT_CODE = P1.PRODUCT_CODE AND P1.PROD_TYPE = 'SALES' AND P1.WEB_OPTION = 2 AND P1.STATUS = 'A' AND OL2.PRODUCT_CODE = P2.PRODUCT_CODE AND P2.PROD_TYPE = 'SALES' AND P2.WEB_OPTION = 2 AND P2.STATUS = 'A' AND P1.PRODUCT_CODE <> P2.PRODUCT_CODE AND O1.STATUS NOT IN ('C','CT') AND O2.STATUS NOT IN ('C','CT') AND O1.ORDER_DATE > DATEADD(MONTH,@PAST_MONTHS,GETDATE()) AND O2.ORDER_DATE > DATEADD(MONTH,@PAST_MONTHS,GETDATE()) ) T GROUP BY T.PRODUCT_CODE_1, T.PRODUCT_CODE_2 END

295 P a g e 274 SQL Server Jobs With the stored procedures in place, the last items to set up are the jobs that will run the stored procedures on a daily basis. To set up a new job: 1. Go back into the object explorer and scroll to the bottom of the list and find SQL Server Agent. 2. Expand SQL Server Agent to reveal a list of sub-folders 3. Right-click on the jobs subfolder and select the New Job option. You will be presented with the window shown to the right. In this window you will want to specify the name of the job, as well as a description of what the job does. For the name fields I essentially took the names of the stored procedures (ATS_BUILD_PRODUCT_BEST_SELLERS and ATS_BUILD_PRODUCT_RECOMMENDATIONS) and replaced the ATS part at the beginning with the initials of the association (CAA_BUILD_PRODUCT_BEST_SELLERS and CAA_BUILD_PRODUCT_RECOMMENDATIONS). Feel free to follow this convention or to use your own. After the name and description have been set, click the OK button to move on to the next screen where you will specify what happens each time the job is run.

296 P a g e 275 Each time a particular job is run, certain steps defined within that job are executed. On the following screen these steps are defined. Fortunately the jobs that you will be creating are very simple, and only have one step each. To define this step, click the New button towards the bottom on the window. When defining each step, you will have to specify the step name, the database, and the command. The step name can be whatever you like, in the below example Run Stored Procedure is used. The database should be set to the database that imis uses. Finally, the command should be the name of the stored procedure that you previously set up, followed by a space and a negative number. The negative number lets the stored procedure know how far in the past (number of months) to analyze data when building the best sellers or the recommendations tables. The default value used is -3, but in reality this can be whatever negative number you like.

297 P a g e 276 Once the step name, database, and command have been specified, click the Advanced link on the left hand side. Find the On success action dropdown list and change it to Quit the job reporting success. Click the OK button in the lower right hand corner to conclude the step configuration. The following image shows what the finished Steps section should look like. With the steps defined, the job will now need to be set up to run on a daily basis. To do so, click the Schedules link on the left hand side, followed by the New button towards the bottom of the window. The following image shows how to configure a job to run on a recurring basis. Most of these options are selfexplanatory, and they can be set up however you like, but the recommended configuration is shown below. Using the configuration shown below, this particular job will run every day at 3AM.

298 P a g e 277 SQL Server Tables You will need to run the following scripts in SQL Server Management Studio to create the last of the required tables for the store. Below is a list of the tables that will be created. ATS_Product_Best_Sellers ATS_Product_Recommendations ATS_ShoppingCart ATS_ShoppingCartDues ATS_ShoppingCartEvents Be sure when running each script to update the name of the database in the first line to the name of your imis database. TABLE: ATS_PRODUCT_BEST_SELLERS USE [ATS] GO /****** Object: Table [dbo].[ats_product_best_sellers] Script Date: 12/13/ :01:32 ******/ SET ANSI_NULLS ON GO SET QUOTED_IDENTIFIER ON GO SET ANSI_PADDING ON GO CREATE TABLE [dbo].[ats_product_best_sellers]( [PRODUCT_CODE] [varchar](31) NULL, [NUM_PEOPLE] [int] NULL ) ON [PRIMARY] GO SET ANSI_PADDING OFF

299 P a g e 278 TABLE: ATS_PRODUCT_RECOMMENDATIONS USE [ATS] GO /****** Object: Table [dbo].[ats_product_recommendations] Script Date: 12/13/ :11:13 ******/ SET ANSI_NULLS ON GO SET QUOTED_IDENTIFIER ON GO SET ANSI_PADDING ON GO CREATE TABLE [dbo].[ats_product_recommendations]( [PRODUCT_CODE_1] [varchar](31) NULL, [PRODUCT_CODE_2] [varchar](31) NULL, [NUM_PEOPLE] [int] NULL ) ON [PRIMARY] GO SET ANSI_PADDING OFF

300 P a g e 279 TABLE: ATS_SHOPPINGCART USE [ATS] GO /****** Object: Table [dbo].[ats_shoppingcart] Script Date: 12/13/ :11:55 ******/ SET ANSI_NULLS ON GO SET QUOTED_IDENTIFIER ON GO SET ANSI_PADDING ON GO CREATE TABLE [dbo].[ats_shoppingcart]( [SessionID] [varchar](100) NULL, [MemberID] [varchar](50) NULL, [ProductCode] [varchar](50) NULL, [Quantity] [int] NULL, [DateTimeAdded] [datetime] NULL CONSTRAINT [DF_ATS_ShoppingCart_DateTimeAdded] DEFAULT (getdate()) ) ON [PRIMARY] GO SET ANSI_PADDING OFF

301 P a g e 280 TABLE: ATS_SHOPPINGCARTDUES USE [ATS] GO /****** Object: Table [dbo].[ats_shoppingcartdues] Script Date: 12/13/ :12:32 ******/ SET ANSI_NULLS ON GO SET QUOTED_IDENTIFIER ON GO SET ANSI_PADDING ON GO CREATE TABLE [dbo].[ats_shoppingcartdues]( [SessionID] [varchar](100) NULL, [MemberID] [varchar](50) NULL, [ProductCode] [varchar](50) NULL, [Quantity] [int] NULL, [Type] [int] NULL, [DateTimeAdded] [datetime] NULL CONSTRAINT [DF_ATS_ShoppingCartDues_DateTimeAdded] DEFAULT (getdate()), ) ON [PRIMARY] [EffectiveDate] [datetime] NULL, [ProcessMemberType] [varchar](5) NULL, [Price] [numeric](10, 2) NULL, [Term] [int] NULL GO SET ANSI_PADDING OFF

302 P a g e 281 TABLE: ATS_SHOPPINGCARTEVENTS USE [ATS] GO /****** Object: Table [dbo].[ats_shoppingcartevents] Script Date: 12/13/ :13:42 ******/ SET ANSI_NULLS ON GO SET QUOTED_IDENTIFIER ON GO SET ANSI_PADDING ON GO CREATE TABLE [dbo].[ats_shoppingcartevents]( [SessionID] [varchar](100) NULL, [MemberID] [varchar](50) NULL, [EventCode] [varchar](50) NULL, [FunctionCode] [varchar](50) NULL, [Quantity] [int] NULL, [IsKitItem] [char](1) NULL, [KitProductCode] [varchar](50) NULL, [FunctionNote] [varchar](255) NULL, [ST_ID] [varchar](50) NULL, [DateTimeAdded] [datetime] NULL CONSTRAINT [DF_ATS_ShoppingCartEvents_DateTimeAdded] DEFAULT (getdate()) ) ON [PRIMARY] GO SET ANSI_PADDING OFF

303 P a g e 282 IBO PERFORMANCE To improve performance of the imis Business Objects, ATS has an optional function that can be run to minimize the startup time of the store and other ibo related functions. In the store is a.net ASPX file called IBOKeepAlive.ASPX. This file can be scheduled to run regularly and keep imis ready to go at anytime. The following instructions show how to implement it on Windows server Set this up on the server where the ATS web services are installed. 1. Under control panel go to Scheduled Tasks. 2. Click on Add Scheduled Task 3. Click Next 4. Highlight Internet Explorer and click Next

304 P a g e Select When my computer starts and click next 6. Enter the username and password that this program will run as and select Next

305 P a g e Check the box to open advanced properties for this task when I click finish 8. Under Run change the entry to include the name and location of the ASPX file that will be run and press OK C:\PROGRA~1\INTERN~1\iexplore.exe Note: The URL will be specific to the location of the file on your server.

306 P a g e On the schedule tab click on the Show Multiple Schedules checkbox 10. Click the New button.

307 P a g e Schedule the job to run every 5 minutes for 1 day and to run that job daily. 12. Click Apply when done. 13. Then click OK when done.