Difference between revisions of "UTA Level One Notes Exchange"

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==Overview==
 
==Overview==
  
Level 1 Notes can be Exchanged as discreet entities.
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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.
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* 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:
 
Benefits include:
 +
* Immediate access
 
* No unnecessary information is sent (such as files and custom fields).
 
* No unnecessary information is sent (such as files and custom fields).
 
* Significantly less bandwidth used for data transport.
 
* Significantly less bandwidth used for data transport.
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=Overview=
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==Procedure==
The '''Export Notes'' feature is available to any [[UTA]] that has the [[:Category:Data Exchange|UTA Data Exchange]] enabled.
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The '''Export Notes''' feature is available within any [[UTA]] that has the [[:Category:Data Exchange|UTA Data Exchange]] enabled.
  
 
* The '''Export Notes''' button will be found beside the '''Export Level One''' button.
 
* 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
[[File:New_export_notes_button.png|options|New Export 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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*Review recipient server response
 
*Review recipient server response
  
[[File:Review_recipient_server_response.png |options|Review Recipient Response]]
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:[[File:Review_recipient_server_response.png |options|Review Recipient Response]]
  
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* If the record has been deleted from the recipient server an error will be displayed:
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:[[File:NExFail.png]]
  
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==Displaying New Notes in the List View==
 
* Add the '''New Notes''' icon to the Level One [[List View]] on the recipient server.
 
* Add the '''New Notes''' icon to the Level One [[List View]] on the recipient server.
  
[[File:Add_new_notes_icon_on_recipient_server_list_view.png |options|Add New Notes Icon]]
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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.
  
 +
[[File:NewNotesIcon.png]]
  
* The '''New Notes''' icon is displayed in the [[List View]], and will be removed once the Level One record has been viewed.
 
  
[[File:Icon_is_showed_on_list_view_but_will_be_removed_once_a_level_one_item_is_viewed.png |options|Icon Displayed on List View]]
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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:
 +
:[[File:NoteExHist.png]]
  
  
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==See Also==
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* [[Notes]]
  
  
 
[[Category:Data Exchange]]
 
[[Category:Data Exchange]]

Latest revision as of 15:33, 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