Setting up B2B capabilities
Each participant has B2B capabilities that define the
types of documents the participant can send and receive.
As the Hub Admin, you can set up the B2B capabilities of your
participants, or the participants can perform this task themselves.
In this chapter, you will see how to perform the task for the participants.
You use the B2B Capabilities feature to associate a participant's
B2B capabilities with a document flow definition.
Use the following procedure to set the B2B capabilities of each
participant.
- Click Account Admin > Profiles > Community Participant.
- Enter search criteria and click Search,
or click Search without entering any search criteria
to display a list of all participants.
- Click the View details icon to display
the participant's profile.
- Click B2B Capabilities. The B2B capabilities
page is displayed. The right side of the page shows the packages,
protocols, and documents supported by the system as document flow
definitions.
- Click the Role is not active icon under
the Set Source column for the Packages on the
right that contain documents the participants will send to the Community Manager.
- Select both Set Source and Set Target if
the participants will send and receive those same documents. The
Console displays a check if the document flow definition is enabled.
Note: The selection of Set Source will be the same for
all actions in 2-way PIP regardless of the fact that the request
will originate from one participant and the corresponding confirmation
from another. This also applies to Set Target.
- Click the Expand icon at the Package level
to expand an individual node to the appropriate document flow definition
level or select a number from 0-4 or All to expand
all displayed document flow definitions to the selected level.
- Again, select the Set Source, Set Target,
or both roles for the lower Protocol and Document Flow levels
for each Document Flow Definition your system supports.
If a definition is activated at the Document Flow level,
the Action and Activity definitions
(if any exist) will be activated automatically.
- Optionally click Enabled under the Enabled column
to place a document flow definition offline. (When you select Set Source or Set Target,
the record is automatically enabled.) Click Disabled to
place it online.
If a package is disabled, all lower-level document flow definitions in that same node are also disabled, regardless of whether their individual status was enabled. If
a lower-level document flow definition is disabled, all higher-level
definitions within the same context remain enabled. When a document
flow definition is disabled, all preexisting connections and attributes
continue to function. The disabled document flow definition only
restricts the creation of new connections.
- Optionally click the Edit icon if you
want to edit any of the attributes of a protocol, package, document
flow, action, activity, or signal. You then see the settings for
the attributes (if any attributes exist). You can modify the attributes
by entering a value or selecting a value from the Update column
and then clicking Save.
