NOTE: This Higher Logic Technical Worksheet is intended for customers with Engagement Platform for Members.
The technical integration framework between your Association Management System (AMS) and Higher Logic is determined by the information received in this technical worksheet. This framework defines how Higher Logic interacts with the data in your AMS to create:
- member profiles,
- security groups,
- communities, and
After the integration is established, a periodic check (Periodic Refresh) for changed records in your AMS, coupled with a refresh of each updated record (Member Refresh) yields a robustly integrated ecosystem. The Periodic Refresh and Member Refresh ensure that Higher Logic has the most-up-to-date member data.
Complete the information below, providing as much detail as possible. Contact your project manager if you have any questions.
Section I: Basic info
This section should be completed by the Higher Logic project manager.
|Main Website URL (www.)
|HL Community Site URL
|Higher Logic Project Manager
Section II: Web service access
To start the integration, provide MemberSuite (MS) credentials to Higher Logic by completing the fields in the following table.
If you have trouble finding this information, consult MemberSuite Support.
|MS Access Key ID
|MS Association ID
|MS Association Key
|MS Secret Access Key
|MS Signing Certificate
|MS Signing Certificate ID
|MS Login Form URL
|MemberSuite Portal 5 (Y/N)?
|MemberSuite Portal 5 URL
Section III: Profile
Member contact information (e.g., name, company address, etc.) is integrated from your AMS to create profiles. This information comes from fields on the Individual record in MemberSuite.
Section IV: Importing records and granting member status
During the sync, Higher Logic uses data that is retrieved from MemberSuite to create Security Groups in your Community site; these are usually based on Member Types.
- Security Groups make it possible for site administrators to restrict access to pages and/or communities to subsets of users.
- Security Groups also grant member status in your Community site. Those that do are grouped into a larger Security Group called IsMember, which administrators can use to easily restrict access to all members at large.
Higher Logic will integrate (as Security Groups) all Member Types in MemberSuite where "ReceivesMemberBenefits" is true.
- By default, Higher Logic will use a record's Membership.ExpirationDate as the end date to their Security Group membership.
- In most cases, the user will no longer have access to your Community site when their end date is reached.
Higher Logic can categorize your Staff differently from your Members. This gives us the ability to add staff to a designated "staff" community, add "staff" ribbons to their profile, and exclude them from the Most Active Members widget. To allow us to do this:
- create a Membership Type in MemberSuite titled Staff,
- assign your team appropriately, and
- note this Membership Type Code above.
Higher Logic can limit the records being synced to only those records in select Security Groups. If you want to limit the records being synced from your AMS, let your project manager know which of the above Member Types to add to our filter list. Users who are not in these Security Groups will not be able to access the site.
Section V: Communities, Chapters, and Events
Committees and Chapters designated in MemberSuite will be created and populated in your Community site in the form of hidden committees and hidden chapters, respectively.
Members will be populated into these committees and chapters based on their designations in MemberSuite. No notifications or alerts of community/chapter inclusion will be sent to members until these objects are made visible and email subscriptions for members are updated.
Section VI: Single Sign-On and test login credentials
In order to set up SSO, you must provide Higher Logic with Portal login credentials to use for testing. These credentials are separate from web service access information and can be any member.
Ensure these have been tested on your MS Login Form URL (see Section II).
|Test Account Username
|Test Account Password