Top 5-ish Things to Watch Out for When Upgrading to imis 2017

Transcription

1 WEBINAR SERIES Top 5-ish Things to Watch Out for When Upgrading to imis 2017 Presented by: Jeff Schwartzkopf, Implementation Manager Laura Tidquist, Technical Support Manager

2 ABOUT ATS Serving imis community since 1995 Full-service Authorized imis Solutions Provider (AiSP) Application development to extend the functionality of imis 2015 & 2016 Authorized imis Solution Provider (AiSP) of the Year

3 Laura Tidquist Technical Support Manager ATS Direct: Jeff Schwartzkopf Implementation Manager ATS Direct: Richard Banks

4 USING GOTOWEBINAR Attendees are muted to reduce background noise Remember to ask questions via the Questions panel Questions will be answered during Q&A after presentation is

5 PASSWORD EXPIRATION System Admin passwords expires every 90 days. MANAGER is one of them Cannot reuse the last 4 passwords Sessions timeout after 15 minutes of inactivity Make sure you have a staff address on your MANAGER account that isn t being used by another user There is no notification from imis that it is about to expire. Create an alert! This will effect many third-party bridges as they use the MANAGER password Contact your imis Solution Provider before you change your password so you don t have an interruption in your bridges!

6 PASSWORD REQUIREMENTS All password must be at least 7 characters long. If not, the user will get a reset password message when they try to login. This applies to both Staff and Public users.

7 SSL Need a Wildcard SSL Secures your website URL and an unlimited number of its subdomains. All connection to imis are now made with https: Desktop RiSE public site RiSE Staff site Any SSO

8 KEK FILE Must backup new KEK file. This file has the imis encryption key. Database will not work with imis without it. Typically located at C:\AsiPlatform\Asi.Scheduler\App_Data (drive letter may vary) What s a KEK file? imis keys use encryption for securing sensitive cardholder information. The encryption keys used to store this data are also encrypted using a string stored in a key-encrypting key (KEK) file.

9 MICROSOFT.NET imis 2017 requires Microsoft.NET or higher. This may not be compatible with other applications installed on your server. Warning! Installing.NET is required for imis 2017 ( ) and is supported for previous versions of imis beginning with imis Q (version ), but is not compatible with versions prior to imis Q If you have multiple versions of imis installed on the same server and those versions are different, only those versions beginning with imis Q can be installed on the same server as imis Versions of imis prior to imis Q must be installed on a separate server without.net installed.

10 OTHER TIPS There have been multiple patches released for imis 2017 Patches are inclusive ALWAYS read the install notes for the patch before applying a patch As of the E patch, there are additional updates that may be needed on the machines for imis to work after the imis patch is installed. These are listed in the instructions. Machines with the imis desktop installed will also need to have the patch installed in most cases. You can always see what version of imis (including patch release) is installed by looking at the imis version number in the Staff Site Settings>>About imis

11 QUESTIONS & ANSWERS Laura Tidquist Technical Support Manager ATS Direct: Jeff Schwartzkopf Implementation Manager ATS Direct: Richard Banks

12 MORE FROM ATS Looking for more from the experts at ATS? Upcoming Webinars schedule of upcoming webinars Past Webinars video recordings and downloadable presentation slides Other Questions? Online: Phone: (720)