Partner & Strategic Customers

• Caselle
• Managing New Account Mapping
• Set Up a Test for Account Template Changes
• NYL

Caselle

Managing New Account Mapping

Creating new mapping

File requirements for list from Caselle

• All fields required to have a value
• File Headers:
  • ProfileName
  • ProfileItemName
  • CaselleDatabase
  • Table.FieldName
  • UsedForSearch
    • Must contain TRUE or FALSE
  • RecortType

Transform the Caselle data CSV into the needed JSON file

• Locate and open the solution CaselleAccountTemplateConverter.sln, contained in the Tools Repo
• Replace the CaselleProfileMapping.csv with your new file
• Ensure that accountTemplateConverter.ConvertToCSV() is commented out and that accountTemplateConverter.ConvertToMappingJson() is not commented out
• Run the solution in debug 
• The JSON file will be populated in "Documents\Projects\Caselle\JSONFiles"

Update the Utopia solution

• Rename your newly created JSON file to just CaselleProfileMapping.json
• Copy the JSON file and paste it into Utopia under BusinessLogic -> Resources 
  • Replace existing file if present

Test updated changes

• If you're set up locally with a Caselle template account you can run the UtopiaLocalDatabaseRefresher to clear and re-setup your accounts locally.

Set Up a Test for Account Template Changes

Create a New Account via a script

• Use the LastPass entry "The Hub DB Access" for information to get set up locally with the Hub database. (May need to request access)

• Use the script in LastPass under "Copy Hub Utopia Account SQL Script" to generate a new account with the associated features. 
  • Be sure to update the UtopiaAccountId to one that matches what you're wanting to duplicate and the UserId to be your user ID, or the user ID you want associated with the account.
• Log into the Hub to verify the account is properly set up and associated with the correct user.

Create a New Account in the Hub Manually

**Note: requires manually adding the features. Strongly recommend using the script instead.

• Log into the Hub
• Go to the user and click Add Account 

  

• Create the new test account
  • Follow the configuration in this image (can set up for prod, but usually will use stage)
  • Click create
  • Then go back and edit the account to add an expiration date.
• Add Features to the account

Create a New User in the Hub

It's easier to set up the new account under your user so you can add Caselle as a user, but if you don't need access and just want to set it up with their user here's the step for a new user.

• Create the new user 
  • add the test email in the Login input field 

    

NYL