Difference between revisions of "UTA Level One Notes Exchange"

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==UTA Level One Notes Exchange==
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The '''Notes Exchange''' is used to send and receive [[UTA]] Level 1 [[Notes]] between different instances of [[SmartSimple]].
  
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Problem:
 
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Intact is using IME exchange to communicate level one notes with IME vendors, there are several drawbacks of doing so.
 
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#Unnecessary information is sent (files, custom  fields and notes).
 
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#Unnecessary CPU usage for encrypting and decrypting data
 
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#Unnecessary bandwidth for data transport.
 
  
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Solution:
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==Overview==
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A separate feature is develop for exchanging notes only
 
  
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=Overview=
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Level 1 [[Notes]] can be exchanged as discreet entities.
  
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New export notes button besides of “Export level one“
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* Unlike the UTA Data Exchange, the Notes Exchange happens in real time (immediately) and no unpacking is required.
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* It uses the same encryption key for encryption/decryption, thus has the same level of security as the UTA Data Exchange.
  
  
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Select target server
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Benefits include:
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* Immediate access
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* No unnecessary information is sent (such as files and custom fields).
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* Significantly less bandwidth used for data transport.
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* Reduced CPU utilization for encrypting and decrypting data
  
  
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==Procedure==
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The '''Export Notes''' feature is available within any [[UTA]] that has the [[:Category:Data Exchange|UTA Data Exchange]] enabled.
  
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Review recipient server response
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* The '''Export Notes''' button will be found beside the '''Export Level One''' button.
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* Once the [[Notes]] to be sent have been added to the record click on the '''Exchange Notes''' button
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:[[File:New_export_notes_button.png|options|New Export Notes Button]]
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'''Note:''' The Level 1 item must have been exported using the Data Exchange before the Notes Exchange option will become available.
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:* In other words, the entire record must have been sent at least once before you can exchange the [[Notes]] associated with the record.
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:* If you received the record via a Data Exchange the '''Notes Export''' button will be available immediately.
  
  
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*Select target server
  
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Add new notes icon on recipient server list view
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[[File:Select target server.png|options|Select Target Server]]
  
  
  
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Icon is showed on list view but will be removed once a level one item is viewed
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*Review recipient server response
  
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:[[File:Review_recipient_server_response.png |options|Review Recipient Response]]
  
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=Notes=
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* If the record has been deleted from the recipient server an error will be displayed:
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Unlike UTA exchange, notes exchange is real time no unpacking is required. It uses the same IME exchange key for  encryption/decryption, same secure level as IME exchange.
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:[[File:NExFail.png]]
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==Displaying New Notes in the List View==
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* Add the '''New Notes''' icon to the Level One [[List View]] on the recipient server.
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[[File:Add_new_notes_icon_on_recipient_server_list_view.png]]
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* The '''New Notes''' icon is displayed in the [[List View]], and will be removed once the Level One record has been viewed.
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[[File:NewNotesIcon.png]]
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==Exchange History==
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* Notes Exchanges are logged in the '''Exchange History''' of the record under the '''Notes Exchange History''' link:
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:[[File:NoteExHist.png]]
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==See Also==
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* [[Notes]]
  
  
 
[[Category:Data Exchange]]
 
[[Category:Data Exchange]]

Latest revision as of 14:33, 12 February 2013

The Notes Exchange is used to send and receive UTA Level 1 Notes between different instances of SmartSimple.


Overview

Level 1 Notes can be exchanged as discreet entities.

  • Unlike the UTA Data Exchange, the Notes Exchange happens in real time (immediately) and no unpacking is required.
  • It uses the same encryption key for encryption/decryption, thus has the same level of security as the UTA Data Exchange.


Benefits include:

  • Immediate access
  • No unnecessary information is sent (such as files and custom fields).
  • Significantly less bandwidth used for data transport.
  • Reduced CPU utilization for encrypting and decrypting data


Procedure

The Export Notes feature is available within any UTA that has the UTA Data Exchange enabled.

  • The Export Notes button will be found beside the Export Level One button.
  • Once the Notes to be sent have been added to the record click on the Exchange Notes button
New Export Notes Button

Note: The Level 1 item must have been exported using the Data Exchange before the Notes Exchange option will become available.

  • In other words, the entire record must have been sent at least once before you can exchange the Notes associated with the record.
  • If you received the record via a Data Exchange the Notes Export button will be available immediately.


  • Select target server

Select Target Server


  • Review recipient server response
Review Recipient Response
  • If the record has been deleted from the recipient server an error will be displayed:
NExFail.png

Displaying New Notes in the List View

  • Add the New Notes icon to the Level One List View on the recipient server.

Add new notes icon on recipient server list view.png


  • The New Notes icon is displayed in the List View, and will be removed once the Level One record has been viewed.

NewNotesIcon.png


Exchange History

  • Notes Exchanges are logged in the Exchange History of the record under the Notes Exchange History link:
NoteExHist.png


See Also

Retrieved from ‘https://wiki.smartsimple.com/index.php?title=UTA_Level_One_Notes_Exchange&oldid=12422’