2.9.12 UniData Products Creation

2.9.12 UniData Products Creation

Since September 2016, UniData types of products as well as their updates are sent by the UniData Team automatically to HQs. That means a specific configuration is needed to be done only at the HQ instance.
This step is required and is part as initial production HQ configuration.Please follow the latest procedure on how to configure your HQ: procedure_UniData_VX.pdf

2.9.13 Configure Destination / GL accounts link –> TO REVIEW

This step depends on the configuration chosen by each OC for its accounting setup. This data cannot be included in the standard installation (it relies on the data imported in steps 2.9.1 and 2.9.7).

Click on Menu Accounting 1, Configuration 2, Analytic Accounting 3, Analytic Accounts 4 Click on the double arrow icon 5 and import file destination.GL.link.csv

The following combinations may be used for
test purposes in section Annexes 2.9.13_Destination_GLaccountlink_example.csv

To create (if you don’t import the destination.GL.link.csv file) or modify manually: Click on Menu Accounting 1, Configuration 2, Analytic Accounting 3, Analytic Accounts 4 Choose account Expatriates (EXP) and click on the edit icon 5.
Click on tab Expense Accounts 1 Click on “0-0 of 0” 2 on the top right of the Expenses accounts list. Change the limit to 100. Click on Add 3. Select the GL accounts to be added (see text above) Click on Select and Click on Save Repeat until all necessary GL accounts are added to the destination Repeat operation for accounts National Staff (NAT), Operations (OPS), Support (SUP)

2.9.14 Import user rights

User rights are managed through restriction to menus. Since version 11.0 User Right are not imported anymore through your HQ.
From now on User Right are uploaded by the Support Team in the production SYNC_SERVER and are synchronised to the HQ and then to its children Coordinations and Projects.

For Sandboxes please refer to section 9.7 How to import User Rights in the sand box

2.9.15 Connect and register to Synchronization Server

Connect: Click on Menu Synchronization 1, Registration 2, Connection Manager 3 Click on the edit icon 4 and to edit the Current Connection Host: Production instance: sync.unifield.net Sandbox: Address of the machine where your Sync Server is installed (localhost if installed on the same machine) Port: Production: 443 Default or Sandbox: 8069 Protocol: XMLRPC secured compressed XMLRPC Database Name: Production: SYNC_SERVER Sandbox: Your_sync_server_name Login on synchro server: Production: provided by the Support Team Sandbox: Your_sync_server_login Password: Production: provided by the Support Team Sandbox: Your_sync_server_password Max Packet Size: 500 Timeout:600 – The number of seconds the instance will wait during a sync before raising a timeout error XmlRPC retry: 10 – The number of retry during a sync when the instance don’t receive the acknowledge from the sync server with the XmlRPC protocol. Silent upgrade: The instance will patch automatically during the time slot defined if an automatic synchronisation is performed. It is strongly recommended to activate it Click on Connect the State switches to connected Click on Save
Register: Click on Menu Synchronization 1, Registration 2, Register 3 A new wizard will open Check that the instance name matches the HQ database name as defined in the installation checklist Enter contact email www 4 Click on Next 5
Leave Parent Instance empty1 Select your Operational Center 2 Click on Next 3
Click on Add 1 Choose groups 2: OCx OCX_COORDINATIONS all OCx_HQ_MISSION_xx9 groups as defined in step 2.8.2 Click on Select 3. Click on Register4 Click on OK 5