ChapterLink Installation Guide

Step-by-Step

This is a step by step installation guide for Chapter Link. Download PDF version.

The CEM_Setup.zip contains the files needed to install ChapterLink.

ChapterLink Installation Guide - HTML Version

Welcome to the ChapterLink Installation Guide. Your step-by-step resource for setting up and configuring ChapterLink for iMIS.

This guide walks you through every part of the installation process, from importing files to testing your setup. Follow these instructions carefully to ensure a smooth and successful implementation.

What Is ChapterLink?

ChapterLink allows administrators of chapters and committees to manage their events and communicate with their members in iMIS without the need of organization staff.

It allows administrators to connect with their local chapters through a unified data experience, streamlining communication, events, and member engagement — all directly within your iMIS environment.

ChapterLink helps:

  • Centralize chapter data in one connected system
  • Free staff time and provides more control to chapter administrators in managing their local events.
  • Standardize event, member management, and engagement for chapter and committee groups.
  • Provide an easy way for administrators to communicate with their group using the iMIS email system.

If your organization uses iMIS to manage membership and events, ChapterLink extends that power to your chapters and committees, giving them tools that are easy to use and aligned with your association’s structure.

Installation Overview

Setting up ChapterLink involves three main stages:

  1. Import and Configure ChapterLink Files
  2. Set Up the Chapter Base Event
  3. Test Your ChapterLink Setup

Each step is outlined below with key details for successful configuration.

Step 1: Import and Configure ChapterLink Files

Download CEM_Setup.zip

After downloading the ChapterLink installation package:

  1. Extract the Zip File.

     Right-click the file, select Extract All, and choose your preferred destination folder.

  1. Import RiSE Pages.
    Go to Staff Site > RiSE > Page Builder. Select the root directory and use the Import function to upload CEM_RiSE Import.xml. Publish the new pages once the import completes successfully.
  1. Import Sitemap Entries.
    Navigate to Staff Site > RiSE > Site Builder > Manage Sitemaps. Choose the Staff sitemap, import CEM_Sitemap Import.xml, and confirm that the ChapterLink items appear. Publish the sitemap entries.
  1. Configure ChapterLink Settings.
    Visit Staff Site > Settings > ChapterLink > Settings. Enter your admin credentials, save settings, and add/update ChapterLink tables.

    Note: The user must be a Full user with Customers Module 4 – Full Entry/Edit and Events Module 4 – Full Entry/Edit permissions.
  1. Import IQAs and Business Objects.
    • IQAs: Go to Staff Site > RiSE > Intelligent Query Architect and import CEM_IQAImport.xml.
    • Business Objects: Go to RiSE > Business Object Designer and import BusinessObjectImport.xml. Publish the imported items.
  1. Configure Shortcuts.

    Under RiSE > Site Builder > Manage Shortcuts, map the following URLs:
    • ChapterDetailAdmin → @/AECChapterLink/Chapter_dashboard
    • CommitteeDetailAdmin → @/AECChapterLink/Committee_Detail_Admin
    • ChapterDetail → @/AECChapterLink/Chapter_Group_Detail

Step 2: Set Up the Chapter Base Event

This event ensures ChapterLink can correctly manage chapter-level activities.

  1. Navigate to RiSE > Events > Add Event and create a new event.
  2. Use the following settings:
    • Event Code: CHAPBASE
    • Event Name: Base Event for Chapter Admins
    • Category: Chapter
    • Status: Pending
  3. On the Pricing tab, add a new Registration Option with code REG and name Registration.
  4. Check the Comp box for both Default and Members, then save and close.

Confirm that this base event exists under Events > Manage Event Templates before proceeding.

Step 3: Test the ChapterLink Setup

After completing installation and configuration, test your ChapterLink setup to ensure everything works as expected.

  1. Create a New Chapter.
     Go to Membership > Chapters and add a new chapter record.
  2. Create a New Contact and Assign the Chapter Administrator Role.
     In Community > Add Contact, create a new contact, enable account creation, and save.
    • From the contact record, assign them to your test chapter.
    • Add the role Chapter Administrator under the Membership Details section.
  3. Verify Access.
     Log in to your RiSE member site using the new administrator credentials.
     On the dashboard, the admin should see options to:
    • Email Chapter
    • Create Event
    • View Event List

If these options appear and function correctly, your ChapterLink installation is complete.

Need Assistance?

If you encounter issues during installation or configuration, Armstrong Support is here to help.

Contact our team for troubleshooting or implementation guidance at support@arment.com.

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