View source for UTA Data Exchange

[[SmartSimple]] supports two techniques for transferring information between individual instances, the '''[[ObjectSync]]''' feature and the '''UTA Data Exchange''' feature which will be covered in this article.  

==Configuring two instances for Sharing Information==

Before you can share [[UTA]] information between multiple [[Instance|instances]] you will need to configure each [[Instance|instance]] as follows:
* Each [[Instance|instance]] must have a [[UTA]] enabled.
The [[Application|applications]] in each [[Instance|instance]] do not need to have the same name or standard or [[Custom Field|custom fields]], statuses, Level 1 or [[Level 2 Entity]] types, but must have some common information in order to store the shared information.
* Each [[UTA]] needs to have the '''Data Exchange''' feature activated.
* The [[Instance|instance]] details for each exchange instance must be added to the other instance’s [[UTA]].
* An encryption key must be generated (within the [[UTA]]) for each organisation that exchanges data.
* Define the fields to be exchanged between instances. '''At least''' one standard field must be selected at each level of the [[UTA]].
* Securely pass the encryption key to the appropriate organisation.
* Test the process thoroughly with sample data before using the feature in a production setting.
* The term used to describe the information in transit is called a “package”.

==Sharing Encryption Keys==

Depending on the method you need to share information, multiple keys will be required.
* If you wish to simply send information (your [[Instance|instance]] is known as the “sending instance”) to another [[Instance|instance]] (this instance is known as the “receiving instance”), then the receiving [[Instance|instance]] will generate an encryption key that you store in your instance.  This key is used to encrypt the information that you send.  This ensures that information you send can only be decrypted by the receiving instance.
* If you wish to receive information as well as send information, then you need to generate an encryption key in your [[Instance|instance]] that will be stored in the other instance’s [[UTA]].  This ensures that the information you receive can only be decrypted by your instance.

==Preparing a UTA to Send Information==

In this exercise you will prepare the '''Contract Tracker''' application to exchange information with another [[Instance|instance]]. 

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

2. Click the '''Edit''' button for the '''Contract Tracking Application'''.

3. Click the '''Enable Data Exchange''' check box.

[[Image:Data2.png]]
 
4. Click the '''Save''' button.

A small section is displayed directly below the application settings allowing you to define some terminology.

5. For the '''Send To Terminology''', type '''Sending To'''.

6. For the '''Receive From Terminology''', type '''Receiving From'''.

7. Click any '''Save''' button.

[[Image:Data3.png]]

* The '''Sending To''' will list '''ALL''' organisations that this [[Instance|instance]] will be configured to send data to.
* The '''Receiving From''' will list '''ALL''' organisations that this [[Instance|instance]] will be configured to receive data from.

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