Environment Setup
Cloud Platform Information
CSI's Cloud Platform is securely hosted on Microsoft Azure's global cloud infrastructure.
CSI maintains three Azure datacenter regions. When your Cloud ID is set up, you will be placed in the closes geographic region which also complies with any local data privacy regulations.
IP Routing Information
Please find a list of IP addresses which you can optionally use to whitelist our services.
Important Note: You must whitelist the General IP, as well as any IPs for products that you use.
For example, if you use iDMS and you are located in Canada, you would whitelist both the General and iDMS IP address lists.
If the product you use is not listed here (for example, iEmail Cloud, QuickPay, etc), you only need to whitelist the General IP address(es).
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Environment Setup
This article outlines the steps necessary to set up your iMIS instance to work with CSI's cloud products and services. Please understand there may be different configurations based on your version of iMIS.
iMIS Cloud
iMIS Cloud is Pre-Configured For You
If you are on iMIS Cloud Professional or iMIS Cloud Enterprise (version 20.3.44 or newer), your iMIS instance should be pre-configured and ready to go.
You will need to simply provide CSI your iMIS Base URL or Staff Site URL.
Example: If your main RiSE website is located at https://example.org and your staff site can be accessed via https://example.org/Staff, please use the base URL (https://example.org ) for your cloud readiness check below.
iMIS 2017 On-Premise
Ensure External Access for the ASI Scheduler Site
The ASI Scheduler website must be able to be accessed via an external DNS entry. This can be achieved in a number of ways. The two most popular methods are:
Assign a domain name binding to the
Default Web Site(or whichever site theASI.Scheduler_YOURIMISapp is listed under in IIS) and create a public DNS entry for the hostname you bound.Create a new site in IIS and point the root of the site directly to the Scheduler folder (located in
C:\AsiPlatform\typically). Name the site something likeapi.mysite.orgorimis.mysite.org, and create a public DNS record for this hostname / subdomain.
The new DNS record must be set up at your public domain registrar. Common domain registrars include NameCheap, GoDaddy, BlueHost, 1and1, etc.
You must set up a subdomain to match the hostname you specified in IIS above, and a DNS A record for the new subdomain that points to the IP address of your iMIS app server.
Learn how to add an A record for the following common registrars:
Be sure to add the A record for the subdomain you are using (e.g. api.mysite.org), do not modify the A record for the root domain mysite.org.
You can verify that the external DNS is working by running the following command in a command prompt:
nslookup api.mysite.org 8.8.8.8Replacing "api.mysite.org" with your public DNS record. You should see something similar to this:
Server: google-public-dns-a.google.com
Address: 8.8.8.8
Non-authoritative answer:
Name: api.mysite.org
Address: 184.39.36.102This means that your public DNS is set up correctly so that api.mysite.org resolves to your server's IP address.
IP Security Note: Your servers must either not be set up for IP restrictions, or set up so that traffic from the IP addresses listed above is fully allowed on ports 80 and 443.
Add RemoteService Role for Users
All user accounts that will be logging in to the CSI Cloud Dashboard will need the RemoteService role assigned.
To add this security role to a user, follow these steps:
In the iMIS Staff site, navigate to Community > Security > Users
Search for a user by username or other criteria
Click the username in the search results to open the user's security record
Near the bottom of the page under User information, in the Roles section, click Add role
Check the RemoteService role and click OK
In the lower-right corner, click Save
Account Settings are Cached
It may take anywhere from 15 minutes to a few hours for this change to take effect, so if you are not able to log in to the cloud right away, please wait a bit and try again.
Some users have reported that clicking on "Purge System Cache" from the RiSE About page, or recycling the iMIS and ASI Scheduler app pools, seems to clear the cache associated with user roles.
Testing Your Configuration
After the previous steps have been completed, you can test your configuration using our System Readiness Check page on our cloud dashboard:
Enter your ASI scheduler URL (depending on how you set up your system above, it may either be https://mysite.org/, https://imis.mysite.org/, or https://members.mysite.org/ASI.Scheduler_YOURIMIS/), and click the Test button.
The test results page will show a green checkmark at the top of the page if your site is configured correctly. Otherwise, you will see errors on the page that indicate the problems that were found, and potential solutions for those problems.
Send Your URL to CSI
Finally, if you have not already done so, please email CSI the information below that you set up and tested above to support@csiinc.com.
Full organization name
URL for your iMIS system that has passed the System Readiness Check above
Contact name and email address
If this is a first-time setup, we will verify your URL and then assign you a Cloud ID that will allow you to access our cloud systems.
That's it - you're now set up and ready to use CSI's cloud products! 🙂