After a system administrator has associated two sites, organization administrators at any member site can begin associating their organizations.

About this task

To create an association between two organizations (we'll call them Org-A and Org-B here), you must be an organization administrator for both organizations so that you can log in to each organization, retrieve its local association data, and submit that data to the other organization.

Important:

The process of associating two organizations can be logically decomposed into two complementary pairing operations. The first operation (in this example) pairs Org-A at Site-A with Org-B at Site-B. You must then go on to pair Org-B at Site-B with Org-A at Site-A. Until both pairings are complete, the association is incomplete.

Prerequisites

  • The sites occupied by the organizations must be associated.

  • You must be a system administrator at both sites or an organization administrator at both organizations.

Procedure

  1. Log in to Org-A at Site-A and retrieve its local association data.

    Click Administration. On the Multisite tab, click EXPORT LOCAL ASSOCIATION DATA to download the data in XML format. The browser saves the data in a file in its downloads folder.

  2. Log in to Org-B at Site-B and submit the local association data from Org-A at Site-A.
    1. Click Administration. On the Multisite tab, click CREATE NEW ORGANIZATION ASSOCIATION.

      Input the association data you downloaded in 1 by clicking the up arrow below the New Association XML window and selecting the local association data you downloaded in 1.

    2. Click Next to verify and submit the data.

      The system pairs Org-A at Site-A with Org-B at Site-B. Click Finish to view the associated organization. To view details of the associated organization or delete the association, click the Organization Name card.

What to do next

The association is not usable until you repeat this procedure, modified as needed to retrieve the local association data from Org-B and submit it to Org-A. This completes the association.