Changes

Configuring UTA Provider/Receiver (Consumer) Relationships

990 bytes added, 13:15, 9 October 2013

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Both the level ones and level twos can be used in this Provider/Consumer relationship.

'''Below is a high-level overview of the required configuration steps: * Enable Provider UTA''':* Enable Consumer UTA* Configure Provider UTA connection settings* Configure Provider UTA display settings* Configure Consumer UTA Connection roles * Configure Consumer UTA display settings These steps are described in greater detail below.  ==Enable Provider UTA== The first thing you need to do is to indicate that one UTA will act as the Provider, allowing the information held within that UTA to be accessible from a second UTA.

1. Click on the [[UTA Settings Page|Settings]] tab in your [[UTA]].

==Enable Consumer UTA==

'''Enable You must also indicate that a second UTA will act as the Consumer , pulling in the information from the Provider UTA''':.

1. Click on the [[UTA Settings Page|Settings]] tab.

==Configure Provider UTA connection settings==

3. Enable You must then formally link the Provider UTA to the Standard Field Consumer UTA Providers, including selecting whether the link will be based on Level 1s or Level 2s.

4. Go back to the '''Provider''' UTA, to the '''Settings''' page, under '''Level 1''' settings go to UTA Connection Settings and link the consumer UTA to the provider UTA based upon the status(es), template(s) and the ID field required (this will probably be the '''Level 1''' name of the Provider UTA).

 

==Configure Provider UTA display settings==

3. Enable the Standard Field UTA Providers

 

 

==Configure Consumer UTA Connection roles==

5. In the '''Consumer''' UTA, go to a [[Level 1 Entity]], and you should have a section below '''Contacts''' where you can select a Level 1 from the '''Provider''' UTA.

 

==Configure Consumer UTA display settings==

3. Enable the Standard Field UTA Providers

 

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Ciaran Donnelly

Smartstaff, administrator

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