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

  1. Click Hub Admin > Hub Configuration > EDI > Envelope Profile.
  2. Click the View details icon next to the Envelope profile name that you want to edit.
  3. 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.

  4. Update the envelope profile attribute values as needed, and click Save. See the Hub Configuration Guide for attribute descriptions.

Creating envelope profile records

  1. Click Hub Admin > Hub Configuration > EDI > Envelope Profile.
  2. Click Create in the Envelope profiles window.
  3. Type a value for the following:
  4. 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.

  5. Update the envelope profile attribute values as needed, and click Save. See Hub Configuration Guide for attribute descriptions.

Deleting envelope profile records

  1. Click Hub Admin > Hub Configuration > EDI > Envelope Profile.
  2. 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.

  1. Click Hub Admin > Hub Configuration > EDI > Enveloper.
  2. Click the Edit icon to edit the Scheduler attributes.
  3. 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

  1. Click Hub Admin > Hub Configuration > EDI > Connection Profiles.
  2. Click the View details icon to display the Connection Profile Details page, which provides a listing of all the connection profile's attribute values.
  3. Click the Edit icon and edit the attributes as needed.
  4. Click Save.

Creating connection profiles

  1. Click Hub Admin > Hub Configuration > EDI > Connection Profiles.
  2. Click Create Connection Profile to create a new connection profile.
  3. Type the applicable information in the following profile attribute fields: Click Save. The Connection Profiles Details page for the newly created connection profile is displayed.

Deleting connection profiles

  1. Click Hub Admin > Hub Configuration > EDI > Connection Profiles.
  2. 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.

  1. Click Hub Admin > Hub Configuration > EDI > Control Number Initialization.
  2. 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.
  3. Click the View details icon next to the participant.
  4. 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.
  5. Type (or change) the value next to Interchange to indicate the number you want to use to initialize control number generation for interchanges.
  6. 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.
  7. 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.
  8. Click Save.

Current Control Numbers

Use the Control Number Status Search page to search for the control number status for a participant-pair.

  1. Click Hub Admin > Hub Configuration > EDI > Current Control Numbers.
  2. Use the following options to search for one or more From participants and to search for one or more To participants.
  3. 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.
  4. Do one of the following:

Copyright IBM Corp. 2003, 2005