View source for Sending and Receiving a Package

With two copies of [[SmartSimple]] configured appropriately you can transfer [[UTA]] [[Entity|entities]] between copies.

1. Log into the first [[Instance|instance]] that you configured – the sending copy.

2. Select the [[Level 1 Entity]] to be transferred.

[[Image:412uta.png]]

3. Click the '''Export Contract''' tab.

The list of instances that you have configured is displayed.

[[Image:413uta.png]]

4. Select the '''Sync Sending To'''.

[[Image:414uta.png]]

1. Click the '''OK''' button.

The '''Data Exchange''' feature sends the item and displays a screen similar to the screen below, where the current and all previous exports are listed including a column showing the status of the export.

[[Image:415uta.png]]

6. Log out from the sending instance.

==Receiving a Package==
You will now log into the receiving copy and unpack the package.

1. Log into the '''receiving instance'''.

Generally, the incoming package list will be accessed through a portal shortcut. If a shortcut has not been established, then you can access the package list through the [[Configuration Menu|configuration menu]].

2. Select the [[Configuration Menu|Configuration]], '''Tracking Applications''' [[Menu|menu]].

[[Image:416uta.png]]

3. Click the '''Incoming Packages''' tab.

The packages list is displayed.

[[Image:417uta.png]]

* Packages that have not been unpacked will be displayed with the '''Unpack''' button.
* Packages that have been unpacked will be displayed with the '''Unpack''' status.

The package that you previously sent is displayed with the '''Unpack''' button to the right of the package details.

4. Click the '''Unpack''' button for the package.

The following message is displayed:

[[Image:418uta.png]]

Sometimes when you unpack a package you may get an error message. See the next section for error messages.

5. Click the '''Go to Level 1 Entity''' button.

The [[Entity|entity]] is displayed.

[[Image:419uta.png]]

You can now modify the [[Entity|entity]] and once complete send the package back to the originator or to another [[Instance|instance]].


==Sending/Receiving Audit Logs==
Viewing the Data Exchange History for a specific record will display all incoming/outgoing packages sent between the two parties.  

This log will display the date/time stamp of each transaction, the unpack status, as well as the name of the users who had originally sent and unpacked the package.




[[Category:Data Exchange]]