View source for Setting the Receiving Instance Settings

=Setting the Receiving Instance Settings=

In this article you will configure a second copy of [[SmartSimple]] as a receiving copy.

1. Launch a new [[Browser|browser]] window.

2. Type the address: '''sync.smartsimple.org'''

3. Log in to this [[Instance|instance]] with your [[Username|username]] and [[Password|password]] provided.

4. Select the [[Configuration Menu|Configuration]], [[Global Settings]] [[Menu|menu]].

5. Scroll to the '''ObjectSync''' section.

6. Click the '''Enable ObjectSync''' check box.

7. Click the '''Save''' button.

[[Image:Obj16.png]]
 
You will now create the details of the '''Sync.SmartSimple.org''' [[Instance|instance]] in this copy.

8. Click the '''ObjectSync Incoming Settings''' link.

The '''Sending To List''' page is displayed.

[[Image:Obj17.png]]
 
9. Click the '''New Receiving From''' tab.

The '''New Receiving From''' window is displayed.  This page consists of six sections.

=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:Obj18.png]]
 
The following settings are used to configure the receiving from [[Instance|instance]]:

* '''Alias''' - The [[Alias|alias]] of sending [[SmartSimple]] [[Instance|instance]].
* '''Description''' - The full company name of sending [[Instance|instance]] for identification.

===Key Settings===

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

[[Image:Obj19.png]]
 
The values are as follows:

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

===Company and People Import Settings=== 

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

[[Image:Obj20.png]]
 
'''Default Company''' - Choose a location in the [[Organisation Hierarchy|organisation hierarchy]] where new companies should be added. 

'''Merge People''' - Determines the behavior 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.
* '''Search with whole organisation''' – all companies in [[Instance|instance]] will be searched.

'''Merge Companies''' - Determines the behavior when merging companies:
* '''Do not Search for Duplicate – Always New''' – no checking contact always added.
* '''Search within Default parent organisation''' – only parent company will be checked.
* '''Search with whole organisation''' – all companies in [[Instance|instance]] will be searched.

'''Default People Role''' - Defines the [[User|user]] [[Role|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.

=Setting the Receiving Settings=

1. Set up the details of the sending [[Instance|instance]] in the '''Receiving From Settings'''.

[[Image:Obj21.png]]
 
2. Set up the '''Acceptance Key''', '''Decryption key''' and '''Source''' [[URL]] based on the sending [[Instance|instance]].

[[Image:Obj22.png]]
 
You will need to copy the decryption key from the sending [[Instance|instance]] into the receiving [[Instance|instance]].

3. Set the '''Company & People Import Settings''' as shown below.

[[Image:Obj23.png]]
 
4. Click any '''Save''' button.

The setup is complete.  You would normally repeat this process to pass information back to the sending instance when it is changed.




[[Category:ObjectSync]]