Sending and Receiving a Package

With two copies of SmartSimple configured appropriately you can transfer UTA entities between copies.

1. Log into the first instance that you configured – the sending copy.

2. Select the Level 1 Entity to be transferred.

3. Click the Export Contract tab.

The list of instances that you have configured is displayed.

4. Select the Sync Sending To.

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.

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.

2. Select the Configuration, Tracking Applications menu.

3. Click the Incoming Packages tab.

The packages list is displayed.

• 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:

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 is displayed.

You can now modify the entity and once complete send the package back to the originator or to another instance.