Setting up application settings

Several email and application settings must be configured for the Open Standards Consortium for Real Estate (OSCRE). You must configure these settings before you send lease abstract records or apply the OSCRE lease abstract tools for the first time.

Procedure

  1. Configure the following settings on your server:
    1. Configure the Internet Protocol (IP) address and valid incoming mail account for the server.
    2. Select the email address as the source or target system when you send a lease abstract, in the system configuration record. You can open this record from Tools > System Setup > Integration > System Configuration.
    3. Configure the user groups to include the IBM® Maximo® Real Estate and Facilities Real Estate Lease Abstractor and Real Estate Lease Abstract Manager roles.
    4. Configure the lease abstract notifications of accepted, clarification provided, clarification requested, received, and rejected for specific user roles. You can open and revise these records from Tools > Approvals & Notifications > Notifications > Notification Requirements.
    5. Verify that transformation content records exist for all OSCRE processes, such as accept, reject, send, request clarification, and provide clarification. You can create or open these records from Tools > Data Utilities > OSCRE XML Import.
    6. Verify that all transformation content files exist for all OSCRE processes, such as accept, reject, send, request clarification, and provide clarification, in the application settings record. You can open this record from Tools > System Setup > General > Application Settings. The Lease Abstract Transformation section is found in the General tab.
  2. Configure the same settings on the third-party server.