General
A configuration is needed to be able to create transactions. In the configuration settings must be made for e.g. data source, properties to be used and transaction workflows.
It´s possible to create and have several configurations to switch between, e.g. Production configuration and Test configuration.
An active configuration should be selected for each user and will be the default configuration for transactions created by that user.
How to create a configuration
To create a new configuration, go to System > Configurations and select “New Configuration”
A configuration can also be created by making a copy of an existing configuration with “Copy Configuration” or with import of an exported configuration. Then use “Export Configuration” and “Import Configuration”
How to export a configuration
When “Export Configuration” is selected a json-file will be created and placed in Downloads. This file can then be imported in NTI INTEGRATOR to create a new configuration or opened with Notepad ++, or similar software, which makes it possible to e.g., read the information in the configuration or copy scripts.
Note: When a configuration is copied the settings for Active Configuration must be change for users. The same restrictions apply for import of a configuration.
Configuration, settings dialog
- Name, enter a name for the configuration. An appropriate name contains the name of the ERP-system or module and purpose “Where should the data be submitted?”
E.g. "Monitor G5 – Test Environment" or “Monitor G5 – Production” - Data Source, select the source to be used. Set to Internal Vault <version> if transactions will be created from Autodesk Vault.
The option “Vault” is only used for backward compatibility. NOT TO BE USED for new configurations. With this option processes will be executed on the client instead of the server and this may cause performance issues.
Note: The “Vault” option is removed from version 6.0.1 and later. Use “Autodesk Valt <version>” as Data Source instead.
Note: In version 6.0.1 the Data Source “Internal Vault <version>” is renamed to “Autodesk Valt <version>” instead.
- Allow New Article, is only used for backward compatibility with earlier modules.
- Structure Transfer Depth, specifies the level of BOM for export. 0 = all levels and 1 = first level, direct children. Normally 1 is used, in case of very small structures 0 can be used.
- Script Type, select the default script type for the configuration. Preferably set the type to JavaScript as this is simpler and more commonly used. There´s an option to select LUA Script if needed.
- Module Type, select the ERP or PLM module installed or use the Generic Module.
- Uses Operations, select if manual handling of operations is to be made in NTI INTEGRATOR
- Delete Existing Structure, only used for backward compatibility with earlier modules.
Settings for email messages is only used together with Requeue. Otherwise, it´s better to manage this function for each Workflow.
Email settings must be configured to be able to use and create the email functionality in the configuration. Read more about this under Email Settings.
- Send Email On, select status to trigger when email will be sent.
- Email Settings, select the configuration made for Email Settings.
- Email template, select the configuration made for Email Settings.
Preparation
Select how the options for Preparations will be presented for each entity.
Note: In version 5.0.11 and later, there will only be possible to use Popup as edit mode. The setting for Preparations is removed.
- Popup, to be able to edit values click on the blue pen in the menu for the transition to be modified. A new window will be opened for editing.
- Row, to be able to edit values click on the blue pen in the menu for the transition to be modified. Edit in the existing rows.
- Cell, edit value in the existing rows.
- Form, to be able to edit values click on the blue pen in the menu for the transition to be modified. A form will expand in the existing window.
Requeue
Activate if aborted transactions shall be requeued automatically.
Select number of attempts and interval between attempts.
Vault
- Vault Server, enter the name or IP address for the Vault server.
- Vault, enter the name of the Vault to be used.
- Vault Username, enter the username for the Vault account to be used. Normally the job server account.
- Vault User Password, enter the password for the selected Vault account.
- Vault Only Released, if selected only Items with a released status and the structure set to released will be handled. If there are later versions of included files that are not set to Released, they will not be included.
Note: In version 6.0.1 and later, the settings for Autodesk Vault Data Source are moved to its own System Settings menu option.
When configuration is completed click “Save” to save and create the configuration. The configuration then must be set as active in the main menu to continue the configuration of Properties and Workflows.
Configuration dialog box up till version 5.0.24
Configuration dialog box from version 6.0.1 and forward