Installing RSM iParts

  1. If you are installing a new version of the iParts because of an iMIS upgrade, complete the upgrade first and make sure iMIS is running.
    • If the existing iParts cause any problems with the upgrade, you can delete McGladrey.Library.dll and any other RSM-created dlls from Net\bin
  2. Verify that the ipackage is not blocked by Windows. In Windows Explorer, right-click on the ipackage and choose Properties. If you see the highlighted section in this example, check the Unblock box and click OK.
  3. Copy the ipackage file(s) to C:\Program Files (x86)\ASI\[yourimis]\Net\package\pending
    • If you have never used Package Installer before, these folders may not exist. Opening Package Installer one time will create them, or you can create the folders by hand.
  4. (20.1.12 and previous) Stop the AsiPublishing service
  5. Log into the staff site as manager, and go to Tools > Package Installer
  6. Click Install.
    • On iMIS 20.1.12 and earlier versions, you will receive a File Permissions error if you missed step 3.
    • If the installation fails for other reasons, please report any errors to chadd (dot) arthur (at) rsmus (dot) com for support.
    • You can retry a failed installation by moving the ipackage file from package\failed to package\pending.
  7. (20.1.12 and previous) Start the AsiPublishing service
  8. (20.1.13 and later) Copy McGladrey.Library.dll and other DLLs related to the package you are installing from ...\Net\bin to \AsiPlatform\asiScheduler_[instance]\bin and restart AsiScheduler by visiting its startup URL.
  9. Wait for iMIS to warm up again.
  10. Go to Tools > Manage Sitemaps. Publish the sitemap for each of these sites (ignore any that don't exist in your version of iMIS):
    • iMIS Desktop View
    • iMIS Web View
    • Staff (also known as Admin)
    • Advanced Accounting Console
  11. Go to Tools > Business object designer. Publish any business objects created by the install.
  12. Go to System Setup > RSM Configuration, add any license keys and review the other settings. Most settings do not need adjustment, especially during an upgrade.
  13. On an upgrade, you may need to edit and republish your iPart pages to incoroporate new settings. Go to Content Management > Design Content, and then for each page with an RSM iPart:
    • Click the Configure option on the first iPart.
    • Review the configuration for new settings.
    • Whether you made changes or not, click Save. (New options will be populated with appropriate defaults.)
    • Repeat for each additional iPart.
    • Finally, save the content page.
    You can publish each page as you complete it or all at once.

Additional information about Package Installer is in the iMIS documentation.