Universal Interface for Space Management - WebTMA 5

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

  • SM – Department Import
  • SM – Facility Import
  • SM – Building Import
  • SM – Floor Import
  • SM – Area Import
  • SM – Area/Department Link Import

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

SM – Department Import

Path: Admin > Universal Interface > Universal Interface Setup

Department Import is part of the Universal Interface for Space Management bundle. After you configure the Client Service Installation described on page 1 and following topics, the Universal Interface Setup window must be completed. Remember to add at least one Repair Center to 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 sphere in the left column until the row is mapped to the remote columns in the third-party database.

The Department Type Code column has the option to 'Auto-create 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, 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. Please do not delete these lines.

How to Link 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 already have line entries. Edit those records and then add elective fields.

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

  1. Complete the Required Setup fields described on page 10.
  2. Click the Add Column link on the grid to open the Column Mapping popup window.
  3. Choose your WebTMA Column.
  4. Select the Remote Column.
  5. Click Save & Add (or Save & Close).
  6. Repeat until all fields in your Universal Interface table have been matched up.
  7. Add the applicable Repair Center(s) to the Repair Center
  8. Click Save on the WebTMA toolbar.

SM – Facility Import

Path: Admin > Universal Interface > Universal Interface Setup

Facility Import is part of the Universal Interface for Space Management bundle. After you configure the Client Service Installation described on page 1 and following topics, the Universal Interface Setup window must be completed.

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

The Facility Type column has the option to 'Auto-create 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. Please do not delete these lines.

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

How to Link 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. Edit those records and then add elective fields.

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

  1. Complete the Required Setup fields described on page 13.
  2. Click the Add Column link on the grid to open the Column Mapping popup window.
  3. Choose your WebTMA Column.
  4. Select the Remote Column.
  5. Click Save & Add (or Save & Close).
  6. Repeat until all fields in your Universal Interface table have been matched up.
  7. Add the applicable Repair Center(s) to the Repair Center
  8. Click Save on the WebTMA toolbar.

SM – Building Import

Path: Admin > Universal Interface > Universal Interface Setup

Building Import is part of the Universal Interface for Space Management bundle. After you configure the Client Service Installation described on page 1 and following topics, the Universal Interface Setup window must be completed.

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

The Building Type 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, Building 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. Please do not delete these lines.

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

How to Link 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. Edit those records and then add elective fields.

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

  1. Complete the Required Setup fields described on page 16.
  2. Click the Add Column link on the grid to open the Column Mapping popup window.
  3. Choose your WebTMA Column.
  4. Select the Remote Column.
  5. Click Save & Add (or Save & Close).
  6. Repeat until all fields in your Universal Interface table have been matched up.
  7. Add the applicable Repair Center(s) to the Repair Center
  8. Click Save on the WebTMA toolbar.

SM – Floor Import

Path: Admin > Universal Interface > Universal Interface Setup

Floor Import is part of the Universal Interface for Space Management bundle. After you configure the Client Service Installation described on page 1 and following topics, the Universal Interface Setup window must be completed.

When you select the Transaction Type, WebTMA automatically loads the required fields in the mapping grid. These lines display a red sphere 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 'Auto-create 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, Floor 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. Please do not delete these lines.

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

How to Link 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. Edit those records and then add elective fields.

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

  1. Complete the Required Setup fields described above.
  2. Click the Add Column link on the grid to open the Column Mapping popup window.
  3. Choose your WebTMA Column.
  4. Select the Remote Column.
  5. Click Save & Add (or Save & Close).
  6. Repeat until all fields in your Universal Interface table have been matched up.
  7. Add the applicable Repair Center(s) to the Repair Center
  8. Click Save on the WebTMA toolbar.

SM – Area Import

Path: Admin > Universal Interface > Universal Interface Setup

Area Import is part of the Universal Interface for Space Management bundle. After you configure the Client Service Installation described on page 1 and following topics, the Universal Interface Setup window must be completed.

When you select the Transaction Type, WebTMA automatically loads the required fields in the mapping grid. These lines display a red sphere 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'. 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, Area Type 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. Please do not delete these lines.

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

How to Link 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. Edit those records and then add elective fields.

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

  1. Complete the Required Setup fields described on page 22.
  2. Click the Add Column link on the grid to open the Column Mapping popup window.
  3. Choose your WebTMA Column.
  4. Select the Remote Column.
  5. Click Save & Add (or Save & Close).
  6. Repeat until all fields in your Universal Interface table have been matched up.
  7. Add the applicable Repair Center(s) to the Repair Center
  8. Click Save on the WebTMA toolbar.

SM – Area / Department Link Import

Path: Admin > Universal Interface > Universal Interface Setup

Area/Department Link Import is part of the Universal Interface for Space Management bundle. After you configure the Client Service Installation described on page 1 and following topics, the Universal Interface Setup window must be completed.

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 sphere 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. Please do not delete these lines. The only columns available for Area/Department Link Import are the required fields.

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

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

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

The only columns available for 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/Department Links 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)

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.

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