View source for Receiving from Settings

==Receiving from Settings==

This section defines the [[Alias|alias]], description and [[Workflow|workflow]] to be associated with packages received from the sending [[Instance|instance]].

[[Image:402uta.png]]
 
The following settings are used to configure the receiving from [[Instance|instance]]:

* '''Alias''' - The [[Alias|alias]] of sending [[SmartSimple]] [[Instance|instance]].
* '''Id''' - Arbitrary two digit number unique to sending [[Instance|instance]].
* '''Description''' - The full company name of sending [[Instance|instance]] for identification.
* '''Unpack Workflow''' - A [[Workflow|workflow]] to be executed when the package is unpacked.
 When creating an Unpack [[Workflow]] select the UTA Name as the '''Workflow Type'''
 and set the '''Trigger When''' as ''--Deactivate--''.

==Key Settings==

This section is used to store the key generating in the sending instance and the source [[URL]] of the sending [[Instance|instance]].

[[Image:403.png]]
 
The values are as follows:

'''Acceptance Key''' - Combination of Id and [[Alias]] of the sending instance.
'''Decryption Key''' - Key code generated by system of the sending [[Instance|instance]].
'''Source URL''' - The [[URL]] of the sending instance.

==Unpack Rules==

Unpack rules are used to define if new [[Template|templates]] (Level 1) and types (Level 2 and Level 3) should be rejected in an incoming package.

[[Image:404uta.png]]
 
==Company and People Import Settings==

This section defines how attached companies and contacts should be handled when received in a package.

[[Image:405uta.png]]
 
==Exporting Companies and Contacts==

You can also export the companies and contacts associated with the UTA item when exporting the item.  Using this technique, these companies and contacts will be recreated within the receiving instance if they don’t already exist.

{| border="1"
|'''Setting'''
|'''Description'''
|-
|{{l1}} People
|Determines if contacts associated with {{l1}} should be imported to the receiving instance.
|-
|{{l1}} Contact Companies
|Determines if companies associated with contacts that are associated with {{l1}} should be imported to the receiving instance.
|-
|Level 1 Companies
|Determines if companies associated with level 1 should be imported to the receiving instance.
|-
|{{l2}} People
|Determines if contacts associated with {{l2}} should be imported to the receiving instance.
|-
|{{l2}} People Companies
|Determines if companies associated with contacts that are associated with {{l2}} should be imported to the receiving instance.
|-
|{{l3}} People
|Determines if contacts associated with {{l3}} should be imported to the receiving instance.
|-
|{{l3}} People Companies
|Determines if companies associated with contacts that are associated with {{l3}} should be imported to the receiving instance.
|-
|Default Company
|Choose a location in the organization [[hierarchy]] where new companies should be added.
|-
|Merge People
|Determines the behaviour when merging people:
*'''Do not Search for Duplicate - Always New''' - no checking, contact always added
*'''Search within Default parent company''' - only parent company will be checked for duplicates
*'''Search within whole organization''' - all companies in instance will be searched
|-
|Merge Companies
|Determines the behaviour when merging companies:
*'''Do not Search for Duplicate - Always New''' - no checking, company always added
*'''Search within Default parent company''' - only parent company will be checked for duplicates
*'''Search within whole organization''' - all companies in instance will be searched
|-
|Default People Role
|Defines the user role that should be associated with new people that are created in the system.
|-
|Default Company Category
|Defines the company category that should be associated with new companies that are created in the system.
|}

==Email Settings==

These settings define an email alert when package arrives from sender.  This email will be automatically generated by the system.

[[Image:406uta.png]]

* '''Acknowledge Users''' - Email addresses of recipients or groups.  Use the '''Lookup''' button to select [[User|users]].
* '''From Address''' - Sending email address if appropriate.  If this address is not entered, the address '''smartsimplemailer@smartsimple.com'''.
* '''Subject''' - Message subject for email alert.
* '''Body''' - Email message to recipient.

==Protecting Fields==

This section is used to define the Level 1, Level 2 and Level 3 fields to be protected.

[[Image:407uta.png]]
 
* By default, NO FIELDS are protected so all fields will be updated from the incoming information.
* By default, the Level 1 fields are displayed.  If you have enabled Level 2 and Level 3 entities, then tabs will be displayed so you can access and enable these fields.
* If you enable '''Company & Contact Settings''', then additional tabs will be displayed so you can protect fields in these [[Entity|entities]] also.

==Setting the Receiving Settings==

1. Set up the '''details''' of the '''sending instance''' in the '''Receiving From Settings'''.

[[Image:408uta.png]]
 
2. Set up the '''Acceptance Key''', '''Decryption Key''' and '''Source URL''' based on the sending [[Instance|instance]].

[[Image:409uta.png]]
 
You will need to copy the decryption key from the sending instance into the receiving instance.

3. Leave the three '''Unpack Rules''' unchecked.

[[Image:410uta.jpg]]
 
4. Set the '''Company & People Import Settings''' to import all companies and contacts.

[[Image:411uta.png]]
 
5. Click any '''Save''' button.

As you are not going to protect any fields in this example, the set up is complete.

==See Also==
* [[Automatically Unpack Incoming Packages]]

[[Category:Data Exchange]]