Universal Interface for Space Management - WebTMA 7

The Universal Interface for Space Management bundles several space types for your use. These are:

  • SM - Area/Department Link Import
  • SM - Area Import Setup
  • SM - Building Import Setup
  • SM - Department Import Setup
  • SM - Facility Import Setup
  • SM - Floor Import Setup

Most of these are a straightforward import; however, the Area/Department Link transactions are treated as group records where the Universal Interface Service processes all the departments linked to a specific area in a single batch. These are treated as a single transaction.

 

SM - Area/Department Link Import

SM - Area/Department Link Import is part of the Universal Interface for Space Management bundle. The SM - Area Import setup requires inclusion of at least one Repair Center on the Repair Center Tab.

SM - Area/Department Link transactions are treated as group records. The Universal Interface Service processes all the departments linked to a specific area in a single batch. These are treated as a single transaction. For example: If you attempt to import 200 departments into are BC-100 and the 199th department is invalid, the entire transaction fails, i.e., no Departments are linked to the Area. On the other hand, if your source database imports Area BC-100 with only one Department linked, all other Departments linked to BC-100 are deleted when the Universal Interface Service executes, leaving only one record linked.

Once you select the Transaction Type, WebTMA automatically loads the required fields in the mapping grid. These lines display a red icon in the left column until the row is mapped to the remote columns in the third-party database.

The lines that auto-populate the grid are required. The only columns available for SM - Area/Department Link Import are the required fields.

Remember to add at least one Repair Center to the Repair Center Tab.

The Server fields are auto-populated using the entries made to the Detail window during Universal Interface Client Service Installation.

WARNING: The Server-related fields can be edited in WebTMA; however, this should only be done by highly qualified personnel. Changes saved here overwrite the contents of the Detail setup windows. It is preferable to make changes to the Detail setup window where you can test your connection.

How to Link Universal Interface Fields for SM – Area/Department Link Import

In order to import your SM - Area/Department, you must link WebTMA fields with fields within your Universal Interface table. By default, all required fields should already have line entries.

The only columns available for SM - Area/Department Link Import are the required fields.

SM – Area/Department Link Import Required Columns

The following fields must be present in your outside database to accomplish a successful import of SM - Area/Departments to WebTMA. When you add a new Universal Interface template, these required fields are automatically added to the TMA Column. At this point, all you need to do click the Add Column link and map them on the Entry flyout..

  • Location ID– Validated field (text field)
  • Department Code – Validated field (text field)
  • Usage – Validated field (text field)

For Validated fields, the data must exist in the WebTMA database in order for the record to import with the field completed.

 

SM - Area Import Setup

SM - Area Import is part of the Universal Interface for Space Management bundle. The SM - Area Import setup requires inclusion of at least one Repair Center on the Repair Center Tab.

When you select the Transaction Type, WebTMA automatically loads the required fields in the mapping grid. These lines display a red icon in the left column until the row is mapped to the remote columns in the third-party database.

The Area Type column has the option to Insert if not Exist. If this check box is marked, WebTMA does not flag an error if the value doesn’t exist in the WebTMA database. Instead, it creates the record.

WebTMA filters the column field selection to prevent duplicate selection. For example, Area Type Code is not available for selection when you click the Add Column link because it is already selected.

Remember to add at least one Repair Center to the Repair Center Tab.

Reminder: The lines that auto-populate the grid are required.

The Server fields are auto-populated using the entries made to the Detail window during Universal Interface Client Service Installation.

WARNING: The Server-related fields can be edited in WebTMA; however, this should only be done by highly qualified personnel. Changes saved here overwrite the contents of the Detail setup windows. It is preferable to make changes to the Detail setup window where you can test your connection.

How to Link Universal Interface Fields for SM - Area Import

In order to import your Area, you must link WebTMA fields with fields within your Universal Interface table. By default, all required fields should already have line entries.

From your Universal Interface Setup window in Add/Edit mode:

  1. Complete the required fields.
  2. Click the Add Column link on the grid to open the Entry flyout.
  3. Choose your WebTMA Column.
  4. Select the Remote Column.
  5. Click Save & Add (or Save).
  6. Repeat until required fields and selected elective fields in your Universal Interface table have been matched up.
  7. Add the applicable Repair Center(s) to the Repair Center Tab.
  8. Click Save on the WebTMA toolbar.

SM - Area Import Required Fields

The following fields must be present in your outside database to accomplish a successful import of Areas to WebTMA. When you add a new Universal Interface template, these required fields are automatically added to the TMA Column. At this point, all you need to do is map them. You can also add any elective fields.

  • Area # – Validated field (text field)
  • Area Description – Validated field (text field)
  • Area Type Code – Validated field (text field)
  • Building Code – Validated field (text field)
  • Location ID – Validated field (text field)

For Validated fields, the data must exist in the WebTMA database in order for the record to import with the field completed.

 

SM - Building Import Setup

SM - Building Import is part of the Universal Interface for Space Management bundle. The SM - Building Import setup requires inclusion of at least one Repair Center on the Repair Center Tab.

When you select the Transaction Type, WebTMA automatically loads the required fields in the mapping grid. These lines display a red icon in the left column until the row is mapped to the remote columns in the third-party database.

The Building Type Code column has the option to Insert if not Exist. When you mark this check box, WebTMA does not flag an error if the value doesn’t exist in the WebTMA database. Instead, it creates the record.

WebTMA filters the column field selection to prevent duplicate selection. For example, Building Code is not available for selection when you click the Add Column link because it is already selected.

Remember to add at least one Repair Center to the Repair Center Tab.

Reminder: The lines that auto-populate the grid are required.

The Server fields are auto-populated using the entries made to the Detail window during Universal Interface Client Service Installation.

WARNING: The Server-related fields can be edited in WebTMA; however, this should only be done by highly qualified personnel. Changes saved here overwrite the contents of the Detail setup windows. It is preferable to make changes to the Detail setup window where you can test your connection.

How to Link Universal Interface Fields for SM - Building Import

In order to import your Building, you must link WebTMA fields with fields within your Universal Interface table. By default, all required fields should already have line entries.

From your Universal Interface Setup window in Add/Edit mode:

  1. Complete the required fields.
  2. Click the Add Column link on the grid to open the Entry flyout.
  3. Choose your WebTMA Column.
  4. Select the Remote Column.
  5. Click Save & Add (or Save).
  6. Repeat until required fields and selected elective fields in your Universal Interface table have been matched up.
  7. Add the applicable Repair Center(s) to the Repair Center Tab.
  8. Click Save on the WebTMA toolbar.

SM - Building Import Required Fields

The following fields must be present in your outside database to accomplish a successful import of Buildings to WebTMA. When you add a new Universal Interface template, these required fields are automatically added to the TMA Column. At this point, all you need to do is map them. You can also add any elective fields.

  • Building Code – Validated field (text field)
  • Building Name – Validated field (text field)
  • Building Type Code – Validated field (text field)
  • Facility Code – Validated field (text field)

For Validated fields, the data must exist in the WebTMA database in order for the record to import with the field completed.

SM - Department Import Setup

SM - Department Import is part of the Universal Interface for the Space Management bundle. The SM - Department Import setup requires inclusion of at least one Repair Center on the Repair Center Tab.

When you select the Transaction Type, WebTMA automatically loads the required fields in the mapping grid. These lines display a red icon in the left column until the row is mapped to the remote columns in the third-party database.

The Entry flyout for Department Type Code column includes an Auto-create if not exists check box. When you mark this option, WebTMA does not flag an error if the value does not already exist in the WebTMA database. Instead, it creates the record.

WebTMA filters the column field selection to prevent duplicate selection. For example, Department Code is not available for selection when you click the Add Column link because it is already selected.

Reminder: The lines that auto-populate the grid are required.

The Server fields are auto-populated using the entries made to the Detail window during Universal Interface Client Service Installation.

WARNING: The Server-related fields can be edited in WebTMA; however, this should only be done by highly qualified personnel. Changes saved here overwrite the contents of the Detail setup windows. It is preferable to make changes to the Detail setup window where you can test your connection.

How to Link Universal Interface Fields for SM - Department Import

In order to import your Departments, you must link WebTMA fields with fields within your Universal Interface table. By default, all required fields should have line entries.

From your Universal Interface Setup window in Add/Edit mode:

  1. Complete the required fields.
  2. Click the Add Column link on the grid to open the Entry flyout.
  3. Choose your WebTMA Column.
  4. Select the Remote Column.
  5. Click Save & Add (or Save).
  6. Repeat until required fields and selected elective fields in your Universal Interface table have been matched up.
  7. Add the applicable Repair Center(s) to the Repair Center Tab.
  8. Click Save on the WebTMA toolbar.

SM - Department Import Required Fields

The following fields must be present in your outside database to accomplish a successful import of Departments to WebTMA. When you add a new Universal Interface template, these required fields are automatically added to the TMA Column. At this point, all you need to do is map them. You can also add any elective fields.

  • Department Code – Validated field (text field) (Note: Imported records do not have to exist in WebTMA; however, if they do exist, the information is validated.)
  • Department Name – Validated field (text field)
  • Department Type Code – Validated field (text field)
  • Repair Center Code – Validated field (text field) Primary Repair Center for the record (we do not support multi-Repair Centers)

For Validated fields, the data must exist in the WebTMA database in order for the record to import with the field completed.

SM - Facility Import Setup

SM - Facility Import is part of the Universal Interface for Space Management bundle. The SM - Facility Import setup requires inclusion of at least one Repair Center on the Repair Center Tab.

When you select the Transaction Type, WebTMA automatically loads the required fields in the mapping grid. These lines display a red icon in the left column until the row is mapped to the remote columns in the third-party database.

The Facility Type Code column has the option to 'Insert if not Exist'. This option does not flag an error if the value does not already exist in the WebTMA database. Instead, it creates the record.

WebTMA filters the column field selection to prevent duplicate selection. For example, Facility Code is not available for selection when you click the Add Column link because it is already selected. Reminder: The lines that auto-populate the grid are required.

Reminder: Add at least one Repair Center to the Repair Center Tab.

The Server fields are auto-populated using the entries made to the Detail window during Universal Interface Client Service Installation.

WARNING: The Server-related fields can be edited in WebTMA; however, this should only be done by highly qualified personnel. Changes saved here overwrite the contents of the Detail setup windows. It is preferable to make changes to the Detail setup window where you can test your connection.

How to Link Universal Interface Fields for SM - Facility Import

In order to import your Facility, you must link WebTMA fields with fields within your Universal Interface table. By default, all required fields should already have line entries.

From your Universal Interface Setup window in Add/Edit mode:

  1. Complete the required fields.
  2. Click the Add Column link on the grid to open the Entry flyout.
  3. Choose your WebTMA Column.
  4. Select the Remote Column.
  5. Click Save & Add (or Save).
  6. Repeat until required fields and selected elective fields in your Universal Interface table have been matched up.
  7. Add the applicable Repair Center(s) to the Repair Center Tab.
  8. Click Save on the WebTMA toolbar.

SM - Facility Import Required Fields

The following fields must be present in your outside database to accomplish a successful import of Facilities to WebTMA. When you add a new Universal Interface template, these required fields are automatically added to the TMA Column. At this point, all you need to do is map them. You can also add any elective fields.

    Facility Code – Validated field (text field)Facility Name – Validated field (text field)Facility Type Code – Validated field (text field)Repair Center Code – Validated field (text field) Primary Repair Center for the record (we do not support multi Repair Centers)

For Validated fields, the data must exist in the WebTMA database in order for the record to import with the field completed.

SM - Floor Import Setup

SM - Floor Import is part of the Universal Interface for Space Management bundle. The SM - Floor Import setup requires inclusion of at least one Repair Center on the Repair Center Tab.

When you select the Transaction Type, WebTMA automatically loads the required fields in the mapping grid. These lines display a red icon in the left column until the row is mapped to the remote columns in the third-party database.

The Floor Type Code column has the option to Insert if not Exist. If this check box is marked, WebTMA does not flag an error if the value doesn’t exist in the WebTMA database. Instead, it creates the record.

WebTMA filters the column field selection to prevent duplicate selection. For example, Floor Code is not available for selection when you click the Add Column link because it is already selected.

Remember to add at least one Repair Center to the Repair Center Tab.

Reminder: The lines that auto-populate the grid are required.

The Server fields are auto-populated using the entries made to the Detail window during Universal Interface Client Service Installation.

WARNING: The Server-related fields can be edited in WebTMA; however, this should only be done by highly qualified personnel. Changes saved here overwrite the contents of the Detail setup windows. It is preferable to make changes to the Detail setup window where you can test your connection.

How to Link Universal Interface Fields for SM - Floor Import

In order to import your Floors, you must link WebTMA fields with fields within your Universal Interface table. By default, all required fields should already have line entries.

From your Universal Interface Setup window in Add/Edit mode:

  1. Complete the required fields.
  2. Click the Add Column link on the grid to open the Entry flyout.
  3. Choose your WebTMA Column.
  4. Select the Remote Column.
  5. Click Save & Add (or Save).
  6. Repeat until required fields and selected elective fields in your Universal Interface table have been matched up.
  7. Add the applicable Repair Center(s) to the Repair Center Tab.
  8. Click Save on the WebTMA toolbar.

SM - Floor Import Required Fields

The following fields must be present in your outside database to accomplish a successful import of Floors to WebTMA. When you add a new Universal Interface template, these required fields are automatically added to the TMA Column. At this point, all you need to do is map them. You can also add any elective fields.

  • Building Code – Validated field (text field)
  • Floor Code – Validated field (text field)
  • Floor Type Code – Validated field (text field)

For Validated fields, the data must exist in the WebTMA database in order for the record to import with the field completed.

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