IMS Role Configuration

The roles will be configured for IMS using this module. This module provides various parameters. The Windows service will execute the script for the roles per the parameters defined.

The roles can be set up with three options:

·       Data Refresh – If selected, the customer role assignment table is repopulated when the role is executed. The existing data for role assignment is truncated and the table is refreshed with the selected records by the script defined for the role.

·       Inclusion – The inclusion script should be set up to add new customers that match the role criteria. If selected, the script selects the records that match the criteria and that are newly added from the last execution to the Personify database. The records will be appended to the existing table.

·       Exclusion – The exclusion script should be set up to revoke the role assignments for the existing customers. If setup, the customer records that match the criteria are deleted.

The Control File is:
DesktopModules/IMSModules/TMAR.IMSInterfaceWebParts/RoleConfiguration.ascx

Once a customer has created their account, it may take a few minutes for the new account to be activated.

See Also:

·            Base IMS Roles

·            IMS Icon Setup

·            Creating a NEW IMS Role

·            Additional IMS Back Office Setup