Rotary District 9750 - RI-CAS
& RI-DAS Guide - Hints, Tips & FAQ Page.
PC software to help Club
Secretaries and Treasurers, and District officers, do their job.
RI purchased
Clubmate for Rotary Clubs and Districts in 2003.
It renamed it RI-CAS (Club Administration Software) and
RI-DAS (District Administration Software).
RI
announced in mid 2008 that it will cease to support it from 31
Dec 2008.
Users of the on-line hosted versions of CAS or DAS will lose
access 30 Sep 2008.
The RI announcement issued on the RI
web site is available:
http://www.rotary.org/en/Members/RunningAClub/Announcements/Pages/080418_announce_casretire.aspx
and the RI FAQ document is at
http://www.rotary.org/RIdocuments/en_pdf/cas-das_retirement_faq_en.pdf
It is ironic that part of the justification
for this move is that there were relatively few on-line users,
when RI had not yet allowed any new clubs of districts to join that
community after it took the system over.
Basically:
If you are using the
on-line version you can backup the data and transfer it
to a standalone installation, see the FAQ.
If you are using a
standalone version, you can continue to do so, it just
won't have any live support after 2008.
You can download the
installer for the final version (CAS 1.01 and DAS 1.01)
here and install them as you like.
Though the support
emails and user forums will not operate after 2008,
the existing messages in the forums then will be archived and
made available as PDF files for you to search for an
answer if it already exists
Quick links:
OBTAINING RI-CAS (and RI-DAS)
- You can install the software on any number of computers
you need.
- These are the latest versions available:
RI CAS Ver 1.01
- The installer file (ri_cas101_en.exe) is 42 MB, so best
downloaded via a broadband connection.
- The CAS manual PDF file (manual.pdf) is 10 MB in size, but
will be installed as part of your installation when the
installer is run.
- The Installation guide PDF file (RI_CAS_GUIDE_en.pdf)
is 680 kB in size.
RI-DAS Ver 1.01
- The installer file (ri_das101_en.exe) is 37MB, so best
downloaded via a broadband connection.
- The CAS manual PDF file (manual.pdf) is 11 MB in size, but
will be installed as part of your installation when the
installer is run.
- The Installation guide PDF file (RI_DAS_GUIDE_en.pdf)
is 480 kB in size.
INSTALLATION: (same applies to DAS, but CAS is used
here as an example)
- Read the "RI_CAS_Guide.pdf"
file download from above. It will give you most of the
information you will need to install and get started.
- Run the installer file (eg: ri_cas101_en.exe
for Version 1.0.1 English) .
- Your option is a "New Installation".
- The first time you start RI-CAS it will show a New Club
Installation screen.
If you are upgrading, it will have the data from your
existing Clubmate installation, just accept that.
For a new installation you will have to enter your club
name. Remember that RI guidelines say that the club name
should be expressed as "Rotary Club of Xyz" not
"XYZ Rotary Club", or if incorporated, as
"Rotary Club of Xyz Inc", and
please don't use all capitals. If you get it wrong, or
the club is renamed later, you can change it, see our Setup Page.
- To do a re-install over the top of the current
installation (to fix an operating problem), use the
"Add new user to existing installation" option.
RI-CAS Setup:
- See our Setup Page page for
details of setting up your club database.
- See the Data Style Guide
BEFORE you start entering a lot of data, so it is
consistent.
RI-CAS and RI-DAS
Technical Support:
- We suggest that you check the following for your problem
in this order:
First check our Problems page
for some common problems that our users have encountered
and fixed.
Next, log onto the RI-CIS forum area on rotary.org
The forums will be available until end of 2008 and then the archive of the support forums will be available there as PDFs.
Other
sources
of information: Don't
overlook the following:
- The RI-CAS Knowledge Base accessed via
the HELP menu, or directly via the icon in your RI-CAS
Start-Menu group, (actually this is the "Manual.pdf"
file, about 10 MB) which should be installed in your Rotary
International\Rc folder, usually located under
"C:\Program Files" if you accepted the defaults.
or downloadbale above.
This is the MAIN guidance
resource.
- The RI-CAS Help system, from the HELP
menu within RI-CAS.
- The RI-CAS installation guide as a PDF file downloaded
from above.
Use the support tip and FAQ pages here or the RI support
forums archive in Member Access for questions not answered in
these sources.
District 9750 Reporting.
- Attendance returns and Membership records provided by
some clubs is spasmodic and in an amazing variety of
formats, completeness and understanding of the rules.
- We have combined these two similar returns to one person
doing both functions, using District RI-DAS.
So now there is one point of lodging Attendance and
Membership reports for District.
See our Sending your Monthly Report to District page.
- Submitting attendance via the "Monthly District
Update" function in RI-CAS does BOTH attendance and
membership updates in the one electronic process (no
manual re-keying or trying to understand what is intended).
Once the member's membership status and contact
information is correctly entered at the club level, the
attendance calculations and member update process flows
through to the district easily with each month's return.
- RI-CAS will also submit new member and member termination
notification to RI, District, (and to RDU easily) with a
simple action.
System
Requirements for RI-CAS
and RI-DAS
This is not a definitive specification, but just an indication
of what is required.
It is not a very high PC specification and most users should have
the capability if they have enough hard disk space.
Windows 95/98/ME/NT/2000/XP or later, 50 MB hard disk space
for installation, 64 MB RAM.
Ensure that Internet Explorer Ver 5 or later is installed,
especially on older windows versions.
(Microsoft included a lot of system updates that are needed in IE).
RI-CAS, like most PC applications, should run within a Win PC
emulator on a Macintosh, but a reasonably recent/powerful
Mac (especially via Bootcamp or Parallels on an Intel Mac).
Using RI-CAS:
- Basic Club Setup how to set up
your user accounts, set the club's information in the
database, what e-mail addresses to use for District, RI
and RDU, and where to set them, change the club name, etc.
- RI-CAS data style guide so
our data is consistent
- Sending your Monthly
Report to District for attendance and member update
- Sending new -
terminated - changed member info to RI saves posting
forms, include District and RDU as well
- Why, When, Where & How to BACKUP
and RESTORE your data
- Data Transfer between multiple
users
Secretary and Treasurer (or even greater division of
tasks, like attendance) can maintain different parts of
the database and update each other.
- Export member information to another
application, like MS Excel
Common Problems and their Fixes:
- Did you get any Problems or Errors?
you probably didn't, but there are some common faults
that are easily fixed situations.
Note: Check that you have Internet Explorer 5 or higher
first, see this page.
Note that
PDF files need the FREE Adobe Acrobat reader.
See our Adobe Acrobat
page to get Acrobat or learn about using a PDF
file. 
Disclaimer: The information on this site was
checked as closely as possible before publication and is provided
in all good faith to help our Rotarians. However it is not
authorised by either Rotary District 9750 or RI®. Users apply it
at their own discretion and agree that use of this information is
entirely under their own liability.
Copyright stuff: Software, Documentation, Photographs,
and logos and Literature are protected under US and International
Copyright laws. Windows and Windows 95/98/ME/NT/2000/XP are
trademarks of Microsoft Corporation. Rotary and Paul Harris are
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Page Updated: 26 Jun 2008