Setting up TCP/IP exporting for Connexion

1. Add the Manage Connexion role function to an existing or new user role

To edit an existing User Role:

1. In the Wise Manager, go to systemWise > Access codes and authorizations > Access authorizations
2. Select the Roles tab
3. Select the User Role you want to edit and click on "Display functions" (this is how you can check to see if they already have it as well)
4. Scroll to the unselected roles, and locate and select the checkbox next to the Manage Connexion function
5. Leave the branch, institution, and system as NULL
6. Once done, accounts with the existing user role will be able to import records from Connexion and Record Manager into Wise.

 
To create a user role just for exporting from Connexion:

1. From the Wise Manager, In systemWise > Access codes and authorizations > Access authorizations, go into the System tab
2. Create a new User Role with the System Role "Manage Connexion"
3. Change the system level of the Role function to "Delete", which should change the Branch and Institution levels to Delete as well
4. Save the changes
5. Navigate to a different table in the Manager, or close and reopen the page. This refreshes the list of roles available for the next steps
6. Back in Access authorizations, open the Users tab. Here, there are two options:
   • Find a current staff account and click "Extra role." Add the new user role to the account and save, OR
   • Create a new, generic user with the new user role
7. Once this is created, the user with the newly-created user role should be able to export records to Wise from Record Manager.

2.  Configure Wise to accept imports from Connexion client 

To configure Wise to accept imports from Connexion client.

1. Go to Branch Management > Workplace Management > Configuration.
2. On the Preferences tab, select the TCP/IP imports possible checkbox.

The TCP/IP connection is active once this check box is selected.

3.  Establish a TCP/IP connection in Connexion client 

A TCP/IP connection must be established within the Connexion client.

 Note: The Connexion client and Wise client must be installed on the same computer. To learn more about configuring TCP/IP connection from Connexion client, see Create export destinations.

1. Log on to Connexion client.
2. Go to Tools > Options or press <Alt><T><O>.
3. Click the Export tab.
4. In the Select an Export Destination area, click Create.
5. From the New Export Destination window:
   1. Select Connection.
   2. Click OK.
6. In the Export Connection Settings window, select the type of translation your local system vendor requires. For most sessions, this value is None.

   Available translation type values - Table

7. Click Create.
8. In the New Communication Connection window, select TCP/IP (internet).
9. In the TCP/IP Settings window:
   1. Enter localhost in the Host Name text field.
   2. Enter 9345 in the Port text field.
   3. Click OK
10. When you create a TCP/IP Connection for the first time, you may not be able to complete the process. After you enter your TCP/IP settings and click OK, the client adds the destination name to the list in the Export Connection Settings window. If the OK button is unavailable (grayed out), to complete adding your destination:
    1. Double-click the name of your destination in the Export Connection Settings window. The Export Destination Name window opens showing your destination name prefixed by Connection:.
    2. Click OK. The client adds the destination to the list in the Options Export tab.