4,401
edits
Changes
no edit summary
=Sending To Settings Page=
The '''Exchange configuration''' screen is displayed. This page is broken into six sections.
* '''Sending To Settings''' – defines the details of the receiving [[Instance|instance]].
[[Image:Obj3.png]]
* '''Registered User Roles''' – determines which [[User|user]] [[Role|roles]] should be used as part of the transfer process. Only [[User|users]] associated with the [[Role|roles]] selected here will be synchronized.
[[Image:Obj4.png]]
* '''Registered Organisation Categories''' – determines which organisation categories [[Role|roles]] should be used as part of the transfer process. In this [[Instance|instance]] of [[SmartSimple]] there are no categories defined.
[[Image:Obj5.png]]
* '''Registered Personal Transactions''' – determines which [[User|user]] transactions should be used as part of the transfer process.
[[Image:Obj6.png]]
* '''Key Setting''' – used to generate the key to be used by the receiving [[Instance|instance]].
[[Image:Obj7.png]]
* '''Export Information''' – a set of tabs used to determine the contact, organisation and transaction fields to be included in the transfer.
[[Image:Obj8.png]]
=Setting Sending to Settings=
Next you will set the '''Sending to''' details. The following settings are required for each organisation that you will be sending information:
* '''Alias''' - Use [[Alias]] of the receiving [[Instance|instance]].
* '''Id''' - Arbitrary two digit number unique to receiving [[Instance|instance]].
* '''Description''' - Type full company name of the receiving [[Instance|instance]].
* '''Post URL''' - Type full [[URL]] of receiving instance including http://.
* '''Export Workflow''' - The [[Instance|instance]] to be executed when the package is exported.
1. Enter the following '''Sending to''' information.
[[Image:Obj9.png]]
2. Click the '''Save''' button.
[[Category:Universal Tracking Application]][[Category:Object Synchronization Feature]]
The '''Exchange configuration''' screen is displayed. This page is broken into six sections.
* '''Sending To Settings''' – defines the details of the receiving [[Instance|instance]].
[[Image:Obj3.png]]
* '''Registered User Roles''' – determines which [[User|user]] [[Role|roles]] should be used as part of the transfer process. Only [[User|users]] associated with the [[Role|roles]] selected here will be synchronized.
[[Image:Obj4.png]]
* '''Registered Organisation Categories''' – determines which organisation categories [[Role|roles]] should be used as part of the transfer process. In this [[Instance|instance]] of [[SmartSimple]] there are no categories defined.
[[Image:Obj5.png]]
* '''Registered Personal Transactions''' – determines which [[User|user]] transactions should be used as part of the transfer process.
[[Image:Obj6.png]]
* '''Key Setting''' – used to generate the key to be used by the receiving [[Instance|instance]].
[[Image:Obj7.png]]
* '''Export Information''' – a set of tabs used to determine the contact, organisation and transaction fields to be included in the transfer.
[[Image:Obj8.png]]
=Setting Sending to Settings=
Next you will set the '''Sending to''' details. The following settings are required for each organisation that you will be sending information:
* '''Alias''' - Use [[Alias]] of the receiving [[Instance|instance]].
* '''Id''' - Arbitrary two digit number unique to receiving [[Instance|instance]].
* '''Description''' - Type full company name of the receiving [[Instance|instance]].
* '''Post URL''' - Type full [[URL]] of receiving instance including http://.
* '''Export Workflow''' - The [[Instance|instance]] to be executed when the package is exported.
1. Enter the following '''Sending to''' information.
[[Image:Obj9.png]]
2. Click the '''Save''' button.
[[Category:Universal Tracking Application]][[Category:Object Synchronization Feature]]