We are excited to announce the deployment of the whitelisting feature in cOASIS. You can access this feature through cAdmin by navigating to Settings -> Onsite applications -> IP whitelist.
We are excited to announce the deployment of the whitelisting feature in cOASIS. You can access this feature through cAdmin by navigating to Settings -> Onsite applications -> IP whitelist. On this page, you can view all currently whitelisted IPs for either US or EU cSLIDE, depending on the meeting’s location. Additionally, a convenient button is provided for whitelisting new IP addresses.
When an administrator clicks the “ADD IP ADDRESS” button, enter only one IP address in the top field. Leave the second field blank unless you’re a network analyst.
Situation: CTI has firewalls that protect our applications from denial-of-service attacks and external hacking. We need to communicate with the firewall and inform it that the caching server belongs to CTI.
Previous Process: Distributors used to be required to whitelist the caching server. They would obtain the IP address at the convention center or hotel and include it in an email or ticket. The CTI IT team would then register that IP address with the firewall.
The Distributor Administrator creates an association if necessary, updates an association’s meeting contract, and creates or copies the meeting configuration.
The Distributor Administrator creates an association if necessary, updates an association’s meeting contract, and creates or copies the meeting configuration.
Verify your Role
Check your role by going to Settings > Association info & administration > Staff accounts 1. Use the search box or turn on “Advanced Search” to find your account 2. Check the “Role” field 3. If you do not hold the role of a Distributor Administrator, you are not authorized to create meetings.
Search Associations and then Add
The Distributor Administrator is responsible for creating the association 1. Go to Settings -> Associations 2. Verify that the association does not already exist with the search box 3. IF the association does not already exist, click “Add Association”
Create a New Association (if necessary)
Complete the four mandatory fields: 1. Abbreviation / Short name: The meeting name is usually shorter than the “Association Name” for an administrator’s reference (e.g., ISA) 2. Primary Affiliation: Choose the first drop-down option, “Create based on abbreviation.” 3. Primary Service Provider: PSPs are an Association value and represent the entity holding the contractual relationship to manage the program data with the Association and under whose contract Administrative staff, and vendor are authorized to access the Association data. PSPs are CTI and its distributors. Every active Association has exactly one PSP. 4. Association Name: Full association name (e.g., International Sales Association). All other fields are optional and can be added later.
Create Meeting Contract
The Distributor Administrator is responsible for creating the meeting contract and filling out the Meeting contract.
Short name: displayed in the upper left-hand corner of cAdmin after the Association abbreviation
Create Authorized Meeting
Distributor Administrators can create the authorized meeting by going to:
1. Settings -> Associations -> Association details -> Meetings page and click Create meeting. 2. Every field is mandatory. – Short name: displayed in the upper left-hand corner of cAdmin after the Association abbreviation – Display name: the Meeting Name under Meeting information & setup
3. Click Save.
Find the new meeting
Distributor Administrators must click their name in the upper-right corner of cAdmin, select “My Staff Account,” and ensure the new association is checked. Failing to do so will prevent it from appearing in the meeting toggle in the upper-left corner.
Use the meeting toggle in the upper-left corner to search for and select the meeting you want to open.
To use the template meetings effectively in meeting creation, each distributor needs to create a “Template” association and personalize it with the meetings they create within.
To effectively use the meeting templates, each distributor needs to create a “Template” association and personalize it for the meetings they create.
1. Under Settings -> Associations, search for “Template” in the Advanced search under “Abbreviation.” The template meeting will use the word “Template” followed by your distributor name. Click the “Actions -> View Detail.” Click the “Meetings” tab and select “CREATE MEETING CONTRACT” to start creating your templated meetings.
2. Short name: This is the searchable meeting name that appears in the meeting toggle in the upper left-hand corner of cAdmin. Please fill in the example dates of the meeting, as an expired meeting can still be used as a template. Then, click “SAVE.” The meeting has now been “Authorized.”
3. Next, hover over the Action “Create meeting.”
4. Fill in the required fields. Display name: Match the Short name Dates of the meeting: Match the First and Last day of the meeting Location: Place where the template meeting will be copied from Location time zone: Template meeting time zone to be copied from
Add more templated meetings if necessary, following steps 1-4 again.
5. Navigate back to Settings -> Associations. Hover over an association Action and click “View Detail.”
6. Click the “Meetings” tab and select “Create Meeting Contract.”
7. Short name: Searchable meeting name that appears in the meeting toggle in the upper left-hand corner of cAdmin. Fill in the dates of the meeting (can be edited later). Click “SAVE.” The meeting has now been “Authorized.”
8. Next, hover over the Action “Create meeting.”
9. Fill in the meeting information, and at the bottom, “Copy configuration from” should allow you to choose from your list of templated meetings to copy from or a meeting from a previous year.
