Managing EDI
You can modify many attributes that pertain to the exchange
of EDI interchanges. For example, you can change the default values
that are provided for all envelopes, you can define specific envelopes
to be used for certain exchanges, you can set up control numbers
that are assigned to the various parts of an interchange, and you
can set connection profiles so that the same interchange can be
delivered in a different way. These tasks are described in this
section.
Envelope Profile
Use the Envelope profiles window to view, edit, create,
or delete an envelope profile record. The EDI standard (X12, UCS,
EDIFACT) is shown for each listed profile.
Refer to the Hub Configuration Guide for
descriptions of each Envelope Profile Attribute for the EDI standards.
Editing envelope profile records
- Click Hub Admin > Hub Configuration > EDI > Envelope Profile.
- Click the View details icon next to the Envelope profile name
that you want to edit.
- Select the envelope profile type that you want to change and
click the Edit icon.
The selected envelope profile attribute values (general, interchange,
group, or transaction) are displayed. See the Hub Configuration Guide for
attribute descriptions.
- Update the envelope profile attribute values as needed, and
click Save. See the Hub Configuration Guide for
attribute descriptions.
Creating envelope profile records
- Click Hub Admin > Hub Configuration > EDI > Envelope Profile.
- Click Create in the Envelope profiles
window.
- Type a value for the following:
- Select the EDI Standard type (X12, UCS, or EDIFACT) in the drop-down
list that is applicable to the new profile. This is a required field.
After selecting a value in the EDI Standard drop-down list, the
envelope profile attributes specific to that standard (General,
Interchange, Group, or Transaction) are automatically displayed.
- Update the envelope profile attribute values as needed, and
click Save. See Hub Configuration Guide for
attribute descriptions.
Deleting envelope profile records
- Click Hub Admin > Hub Configuration > EDI > Envelope Profile.
- Click the delete icon next to the Envelope profile name that
you want to delete.
Enveloper
Use the Enveloper page to view and edit the Lock & Queue
and Scheduling values for the enveloper.
- Click Hub Admin > Hub Configuration > EDI > Enveloper.
- Click the Edit icon to edit the Scheduler attributes.
- For Maximum Lock Time, type the maximum allowed amount of time
(in seconds) for the database lock. This value is rendered in seconds.
The lock is used to prevent multiple Enveloper instances from accessing
the same data.
- For Maximum Queue Age, type the maximum amount of time (in seconds) allowed
for queued requests to obtain the database lock. This value is rendered
in seconds.
- Use Batch Mode is a global setting and is selected by default.
When batch mode is turned on, the EDI Enveloper envelopes transactions
in batches. Click to clear the Use Batch Mode check box and turn
the batch mode off.
- Click either Interval Based Scheduling (selected by default)
or Calendar Based Scheduling. For Interval Based Scheduling, type
the amount of time (in seconds) for the interval. For Calendar Based
Scheduling, click Daily Schedule, Weekly Schedule, or Custom Schedule,
and set the schedule accordingly.
- Click Save.
Connection Profiles
You use connection profiles with de-enveloped transactions
and with EDI interchanges created by the Enveloper. For transactions,
the connection profile determines how the transaction is processed
after it is de-enveloped. For interchanges, the connection profile
determines how the interchange is delivered.
Use the Connection Profile window to create a new profile or
to edit existing profile information. The name of each currently
defined profile and its description, if any, are shown in the Connection
Profiles List. Refer to the Hub Configuration Guide for
more information on Connection Profiles.
Editing connection profiles
- Click Hub Admin > Hub Configuration > EDI > Connection Profiles.
- Click the View details icon to display the Connection Profile
Details page, which provides a listing of all the connection profile's
attribute values.
- Click the Edit icon and edit the attributes as needed.
- Click Save.
Creating connection profiles
- Click Hub Admin > Hub Configuration > EDI > Connection Profiles.
- Click Create Connection Profile to create
a new connection profile.
- Type the applicable information in the following profile attribute
fields:
- Connection Profile Name: A unique name identifier for the new
profile. This is the only required field.
- Description: A brief description of the connection profile.
- Qualifier1: The value that determines which connection to use
for an EDI interchange.
- EDI Usage Type: Indicates whether this is a test, production,
or information interchange.
- Application Sender ID: The application or company division associated
with the sender of the group.
- Application Receiver ID: The application or company division
associated with the recipient of the group.
- Password: If a password is required between the application
sender and application receiver.
Click Save. The Connection Profiles Details
page for the newly created connection profile is displayed.
Deleting connection profiles
- Click Hub Admin > Hub Configuration > EDI > Connection Profiles.
- Click the Delete icon to delete the connection profile.
Control Number Initialization
Use the Control Number Configuration page to configure
control numbers that the Enveloper will use. You can also search
for one or more control-number participants by name or by using
wildcard search criteria, and optionally, EDI capability. Wildcard
searches can contain any combination of letters and asterisks (*)
in place of other letters. A search using only an asterisk (*) as
the search string returns a list of all EDI-capable participants.
Refer to the Hub Configuration Guide for
more information on control numbers and control number masks.
- Click Hub Admin > Hub Configuration > EDI > Control Number Initialization.
- Type the search criteria in the Participant Name field.
The criteria can be either the name of a participant or wildcard
search criteria.
If you are not searching for EDI-capable participants, clear the EDI-capable check box.
By default, the check box is selected. If you are searching for
EDI-capable participants, leave the check box selected.
Click Search to display the information fitting
your search criteria in the Control Number Configuration list page.
Note:
If your search does not return any results, the
following message is displayed: "No results were found based on
your search criteria." Click Search to return
to the Control Number Configuration search page, and perform another
search using new search criteria.
- Click the View details icon next to the participant.
- The participant's current control number assignments
(if any) are listed on the Control Number Configuration Details
page. Click the Edit icon to add or change the values.
- Type (or change) the value next to Interchange to
indicate the number you want to use to initialize control number
generation for interchanges.
- Type (or change) the value next to Group to
indicate the number you want to use to initialize control number
generation for groups. Alternatively, you can click Mask and
type a mask to be used instead of a fixed value.
- Type (or change) the value next to Transaction to
indicate the number you want to use to initialize control number
generation for transactions. Alternatively, you can click Mask and
type a mask to be used instead of a fixed value. 8. Click Save.
- Click Save.
Current Control Numbers
Use the Control Number Status Search page to search for
the control number status for a participant-pair.
- Click Hub Admin > Hub Configuration > EDI > Current Control Numbers.
- Use the following options to search for one or more From participants
and to search for one or more To participants.
- Click the Edit icon to make changes if needed.
CAUTION:
The Edit and Reset All options should be used for special
circumstances only as they can cause the control number to be duplicated.
- Do one of the following:
- Click Save to save all changes and return
to the Control Number Status list.
- Click Return to cancel all changes and
return to Control Number Status list.
- Click Reset All to reset the status for
the participant-pair so that the status values are reinitialized
by the next message exchange that occurs between the participants.
