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Quick Tour
A high-level overview of the Unifi application.

Navigation Overview

The navigation menu items are grouped logically according to several different areas:
    Bonding records hold all the data that links your instance to external systems.
    Transport records give full visibility into what messages were sent and received.
    Configuration is where you create and manage all your integrations.
    Polling allows for pollers to be setup to automatically pull data from systems that cannot push.
    Testing records hold the data necessary to perform end-to-end automated integration testing of the Unifi process and capture the results.
    Administration contains global settings and other items useful for working with the app.
    Support links to the Unifi Support page. Here you can find contact details and a link to our documentation.

Setup

Navigate to Administration > Properties and ensure the Integrations Enabled property is checked.

Configuration

The configuration can be carried out simply & intuitively using the Unifi Integration Designer portal interface.
Integrations are grouped by Process and each contains the configuration necessary to connect to one external system.
To add a new Integration you must have already configured a Process record (with associated web services) if you want to receive inbound Messages
Integrations must have an active Connection for them to work. The active Connection tells outbound Messages where to go and specifies the user that is allowed to send data inbound (you must create unique users for each vendor).
Add Messages to control when and what data is sent and received and how it is processed.

Operations

Unifi Operations Portal
Legacy Dashboard
Use the Unifi Operations Portal for a real-time view of Transactions coming & going and a live view of the Bonds, showing their state & grouped by integration.
Use the Dashboard to monitor your integrations and see how external systems are performing.

Testing

Use the Unifi Test Assistant portal interface to run and view the results of end-to-end automated Integration Tests (testing the Unifi process).
Last modified 3mo ago