Difference between revisions of "UTA Settings - Connectivity"

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==Connectivity Settings==
 
==Connectivity Settings==
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[[Image:Connectivity_settings.png|link=]]
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[[Image:UTAConnectivityFull.jpg|link=]]
  
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* '''Enable Data Exchange - Share application information with other instances of SmartSimple''' - Checking this box indicates that this UTA will permit transferring information between individual instances usingSmartSimple's Data Exchange functionality.
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* '''Enable UTA Connection as Provider - Grants or Activities can be linked to objects from other UTAs as providers (parent)''' - Toggling this on indicates that this UTA is a Provider of information to another UTA, and will expose the Shadow L1 Connection Settings and Shadow L2 Connection Settings hyperlinks.
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* '''Enable HCAI Integration - Enable submission of Claimants and OCF forms through the SmartSimple HCAI Gateway''' - Please see [[Enable HCAI Integration| HCAI Integration]] for more details.
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* '''Enable UTA Connection as Consumer''' - Grants or activities can be linked to objects from other UTAs as consumers. Toggling this on indicates that this UTA is a Provider of information to another UTA, and will expose the Shadow Connection Roles hyperlink.
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* '''Enable UTA Connection as Provider -Grants or Activities can be linked to objects from other UTAs as providers (parent)''' - UTAs can be linked to other UTAs - Checking this box indicates that this UTA is a Provider of information to another UTA,and will expose the Shadow L1 Connection Settings and Shadow L2 Connection Settings hyperlinks.
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* '''UTA Connection Roles''' - Configure application connection roles - Can now define a Role for Consumer/Provider relationships, including the ability to have role-based custom fields to track attributes of the association between specific consumer and provider records.
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* '''Enable Transactions''' - Toggle this on to enable transactions for Applications, and attribute personal and organization transactions to UTA records.
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* Is Shadow Application - This application is linked to another application -Checking this box indicates that this UTA is a ShadowApplication, and will expose Shadow Application Settings sectionat the bottom of the page.
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* '''Enable Data Exchange''' - Share application information with other instances of SmartSimple - Checking this box indicates that this UTA will permit transferring information between individual instances using SmartSimple's Data Exchange functionality.
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* '''Enable Aggregation''' - Toggling this on will assign this application as a repository for all other UTAs.
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* '''Transaction Settings''' - Specify transaction types for both level one and level two records here.
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* '''Publication Settings''' - Enable connectivity with publication databases by selecting the Publication Service, the roles which it will be visible to, as well as which level entities that the publication connectivity will appear on.
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* Enable UTA Connection as Receiver - UTAs can be linked to other UTAs -Checking this box indicates that this UTA is a Receiver for information held in anotherUTA, and will expose the UTA Connection Roles hyperlink.
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* '''Web Services''' - Enable and manage Web service (SOAP) for applications. SOAP allows developers to invoke processes running on disparate operating systems to authenticate, authorize, and communicate using Extensible Markup Language (XML).
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* '''Payment Forms''' - Payment and Donation forms can be created and edited here. 
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* '''Grants.gov Integration''' - Enable users to search and download grants from Grants.gov within a SmartSimple framework.
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* UTA Connection Roles -Configure Grant connection roles -Can now define a Role for Consumer/Provider relationships, including theability to have role-based custom fields to track attributes of the associationbetween specific consumer and provider records.
 
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* L1 Provider ConnectionSettings - Configure L1 Provider UTA connection settings - Used to link level 1s in the Provider UTA tothe Consumer UTA based upon the status(es), template(s) and the ID fieldrequired.
 
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* L2 Provider ConnectionSettings - Configure L2 Provider UTA connection settings - Used to link level 2s in the Provider UTA tothe Consumer UTA based upon the status(es), template(s) and the ID fieldrequired.
 
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* UTA Provider Level 1List View from Provider - Create and manage list view for UTA provider level 1 - configure the list view for how the Level 1Provider information will be presented on the Consumer UTA. This is configuredagainst the Consumer UTA.
 
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* UTA Provider Level 2List View from Provider - Create and manage list view for UTA provider level 2 - configure the list view for how the Level 2Provider information will be presented on the Consumer UTA. This is configuredagainst the Consumer UTA.
 
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* Create and manage list view for UTA consumer level 1 - configure the list view for how the Level 1Consumer information will be presented on the Provider UTA. This is configuredagainst the Provider UTA.
 
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* UTA Consumer Level 2List View from Consumer - Create and manage list view for UTA consumer level 2 - configure the list view for how the Level 2Consumer information will be presented on the Provider UTA. This is configuredagainst the Provider UTA.
 

Latest revision as of 13:25, 12 April 2023

ConnectivityTabCurrent.png

Connectivity Settings

UTAConnectivityFull.jpg

  • Enable UTA Connection as Provider - Grants or Activities can be linked to objects from other UTAs as providers (parent) - Toggling this on indicates that this UTA is a Provider of information to another UTA, and will expose the Shadow L1 Connection Settings and Shadow L2 Connection Settings hyperlinks.
  • Enable UTA Connection as Consumer - Grants or activities can be linked to objects from other UTAs as consumers. Toggling this on indicates that this UTA is a Provider of information to another UTA, and will expose the Shadow Connection Roles hyperlink.
  • UTA Connection Roles - Configure application connection roles - Can now define a Role for Consumer/Provider relationships, including the ability to have role-based custom fields to track attributes of the association between specific consumer and provider records.
  • Enable Transactions - Toggle this on to enable transactions for Applications, and attribute personal and organization transactions to UTA records.
  • Enable Data Exchange - Share application information with other instances of SmartSimple - Checking this box indicates that this UTA will permit transferring information between individual instances using SmartSimple's Data Exchange functionality.
  • Enable Aggregation - Toggling this on will assign this application as a repository for all other UTAs.
  • Transaction Settings - Specify transaction types for both level one and level two records here.
  • Publication Settings - Enable connectivity with publication databases by selecting the Publication Service, the roles which it will be visible to, as well as which level entities that the publication connectivity will appear on.
  • Web Services - Enable and manage Web service (SOAP) for applications. SOAP allows developers to invoke processes running on disparate operating systems to authenticate, authorize, and communicate using Extensible Markup Language (XML).
  • Payment Forms - Payment and Donation forms can be created and edited here. 
  • Grants.gov Integration - Enable users to search and download grants from Grants.gov within a SmartSimple framework.
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