Difference between revisions of "Configuring a Receiving Instance"
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In this article, you will configure a receiving instance. | In this article, you will configure a receiving instance. | ||
| − | This [[Instance|instance]] has the [[Application|application]] already enabled, including the '''Exchange''' feature, but the '''Receiving from Settings''' are not configured. | + | This [[Instance|instance]] has the [[Application|application]] already enabled, including the '''UTA Data Exchange''' feature, but the '''Receiving from Settings''' are not configured. |
==Accessing the Receiving Instance Settings== | ==Accessing the Receiving Instance Settings== | ||
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4. Select the [[Configuration Menu|Configuration]], '''Tracking Applications''' [[Menu|menu]]. | 4. Select the [[Configuration Menu|Configuration]], '''Tracking Applications''' [[Menu|menu]]. | ||
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5. Click the '''Edit''' button for the '''Contract Tracking Application'''. | 5. Click the '''Edit''' button for the '''Contract Tracking Application'''. | ||
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7. Scroll to the '''Exchange Settings''' section. | 7. Scroll to the '''Exchange Settings''' section. | ||
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The instance that is to receive the data from the sending instance must also be configured with a list of instances that it will receive from. | The instance that is to receive the data from the sending instance must also be configured with a list of instances that it will receive from. | ||
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The current list is displayed. | The current list is displayed. | ||
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9. Click on '''New Receiving From'''. | 9. Click on '''New Receiving From'''. | ||
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The New Receiving From window is displayed. This page consists of six sections. | The New Receiving From window is displayed. This page consists of six sections. | ||
| − | + | [[Category:Data Exchange]] | |
Latest revision as of 15:00, 18 May 2010
Activating a Receiving Instance
In this article, you will configure a receiving instance.
This instance has the application already enabled, including the UTA Data Exchange feature, but the Receiving from Settings are not configured.
Accessing the Receiving Instance Settings
In this exercise you will configure a second copy of SmartSimple as a receiving copy.
1. Launch a new browser window.
2. Type the address: sync.smartsimple.org
3. Log in to this instance with your username and password.
4. Select the Configuration, Tracking Applications menu.
5. Click the Edit button for the Contract Tracking Application.
The Data Exchange check box is enabled.
6. Click the Settings tab.
The Settings page is displayed.
7. Scroll to the Exchange Settings section.
The instance that is to receive the data from the sending instance must also be configured with a list of instances that it will receive from.
8. Click on the Receiving From List:
The current list is displayed.
9. Click on New Receiving From.
The New Receiving From window is displayed. This page consists of six sections.
