GenTran Server for Windows User Manual
Gentran:Server® for Windows
User’s Guide
Version 5.1
®
4232-510-USER15-0000
Copyright Notice
Gentran:Server for Windows
© Copyright 1995–2005
Sterling Commerce, Inc.
ALL RIGHTS RESERVED
Sterling Commerce Software
Trade Secret Notice
THE GENTRAN:SERVER FOR WINDOWS SOFTWARE ("STERLING COMMERCE SOFTWARE") IS THE CONFIDENTIAL AND
TRADE SECRET PROPERTY OF STERLING COMMERCE, INC., ITS AFFILIATED COMPANIES OR ITS OR THEIR LICENSORS,
AND IS PROVIDED UNDER THE TERMS OF A LICENSE AGREEMENT. NO DUPLICATION OR DISCLOSURE WITHOUT PRIOR
WRITTEN PERMISSION. RESTRICTED RIGHTS.
This documentation, the Sterling Commerce Software it describes, and the information and know-how they contain constitute the
proprietary, confidential and valuable trade secret information of Sterling Commerce, Inc., its affiliated companies or its or their
licensors, and may not be used for any unauthorized purpose, or disclosed to others without the prior written permission of the
applicable Sterling Commerce entity. This documentation and the Sterling Commerce Software that it describes have been provided
pursuant to a license agreement that contains prohibitions against and/or restrictions on their copying, modification and use.
Duplication, in whole or in part, if and when permitted, shall bear this notice and the Sterling Commerce, Inc. copyright notice.
As and when provided to any governmental entity, government contractor or subcontractor subject to the FARs, this documentation is
provided with RESTRICTED RIGHTS under Title 48 CFR 52.227-19. Further, as and when provided to any governmental entity,
government contractor or subcontractor subject to DFARs, this documentation and the Sterling Commerce Software it describes are
provided pursuant to the customary Sterling Commerce license, as described in Title 48 CFR 227-7202 with respect to commercial
software and commercial software documentation.
These terms of use shall be governed by the laws of the State of Ohio, USA, without regard to its conflict of laws provisions. If you are
accessing the Sterling Commerce Software under an executed agreement, then nothing in these terms and conditions supersedes or
modifies the executed agreement.
Product names mentioned herein may be trademarks and/or registered trademarks of their respective companies. Gentran and
Gentran:Server are registered trademarks of Sterling Commerce, Inc.
Third Party Software:
Portions of the Sterling Commerce Software may include products, or may be distributed on the same storage media with products,
("Third Party Software") offered by third parties ("Third Party Licensors").
Warranty Disclaimer
This documentation and the Sterling Commerce Software which it describes are licensed either "AS IS" or with a limited warranty, as
set forth in the Sterling Commerce license agreement. Other than any limited warranties provided, NO OTHER WARRANTY IS
EXPRESSED AND NONE SHALL BE IMPLIED, INCLUDING THE WARRANTIES OF MERCHANTABILITY AND FITNESS FOR
USE OR FOR A PARTICULAR PURPOSE. The applicable Sterling Commerce entity reserves the right to revise this publication from
time to time and to make changes in the content hereof without the obligation to notify any person or entity of such revisions or
changes.
The Third Party Software is provided 'AS IS' WITHOUT ANY WARRANTY AND ANY EXPRESSED OR IMPLIED WARRANTIES,
INCLUDING BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF MERCHANTABILITY, AND FITNESS FOR A PARTICULAR
PURPOSE ARE DISCLAIMED. FURTHER, IF YOU ARE LOCATED OR ACCESSING THIS SOFTWARE IN THE UNITED STATES,
ANY EXPRESS OR IMPLIED WARRANTY REGARDING TITLE OR NON-INFRINGEMENT ARE DISCLAIMED.
4600 Lakehurst Court Dublin, OH 43016-2000 * 614/793-7000
© Copyright 1995–2005—Sterling Commerce, Inc.
Sterling Commerce, Inc.
Preface About this Guide
◗ Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .viii
◗ What’s in this Manual . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ix
◗ Getting Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .xi
Chapter 1 Getting Started
◗ Introducing Gentran:Server for Windows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-2
◗ Navigating in Gentran:Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-6
◗ Gentran:Server Data Translation Process . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-9
◗ Changing your Password . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-14
Chapter 2 Using Translation Objects
Table of Contents
◗ Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .2-2
◗ EDI Translation Object Browser . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-3
◗ Register Translation Object Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-6
◗ Registering New Translation Objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-7
◗ Deleting Translation Objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-8
Chapter 3 Using Partners
◗ Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3-3
Using Partner Profiles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3-4
◗ Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3-4
◗ Partner Editor Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-6
◗ Partner Definition (New/Edit) Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-8
◗ Inbound Relationship Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-10
◗ Inbound Translation Object Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-15
◗ Inbound Group Select Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-23
◗ Inbound Group Entry Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-25
◗ Inbound Interchange Select Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-29
◗ Inbound Interchange Entry Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-31
◗ Outbound Relationship Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-35
◗ Outbound Translation Object Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-40
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◗ Outbound Group Select Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-44
◗ Outbound Group Entry Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-45
◗ Outbound Interchange Select Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-50
◗ Outbound Interchange Entry Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-52
◗ Creating a Partner Definition . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-56
◗ Creating an Inbound Relationship . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-58
◗ Creating an Outbound Relationship . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-66
◗ Editing and Deleting Partner Definitions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-76
Routing Partner Profiles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-78
◗ Import File Select Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-78
◗ Export File Build Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-79
◗ Partner Copy Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-81
◗ Importing Partner Profiles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-85
◗ Exporting Partner Profiles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-87
◗ Copying Partner Profiles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-88
Using Partner Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-92
◗ Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-92
◗ Partner Tables Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-93
◗ New Table Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-94
◗ CrossRef Select Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-95
◗ CrossRef Entry Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-96
◗ Lookup Select Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-97
◗ Lookup Entry Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-98
◗ Table Export File Build Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-99
◗ Table Import File Select Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-101
◗ Creating Partner Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-103
◗ Editing Partner Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-105
◗ Deleting Entries in a Partner Table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-106
◗ Deleting Partner Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-107
◗ Exporting Partner Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-108
◗ Importing Partner Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-111
Using Partner Locations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-113
◗ Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-113
◗ Location Select Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-114
◗ Location Entry Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-115
◗ Creating Partner Locations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-117
◗ Editing Partner Locations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-118
◗ Delete Partner Locations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-119
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Chapter 4 Using Documents
◗ Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .4-3
Document Browsers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-4
◗ Accessing the Document Browsers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-4
◗ In Documents Browser . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-6
◗ ?In Documents Browser . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-8
◗ In Drawer Browser . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-10
◗ Workspace Browser . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-12
◗ Out Documents Browser . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-14
◗ ?Out Documents Browser . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-16
◗ Out Drawer Browser . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-17
◗ Processing Browser . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-19
Related Dialog Boxes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-20
◗ View Choice Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-20
◗ Print Choice Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-22
◗ Select Export Method Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-23
◗ Choose File to Export Document Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-25
◗ Application Files to Import Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-26
◗ Document Search Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-27
◗ Filter Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-29
iii
Creating and Editing Documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-31
◗ Creating Documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-31
◗ Opening and Editing Documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-35
Managing Documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-38
◗ Viewing Documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-38
◗ Viewing Currently Processing Documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-41
◗ Finding Specific Text in a Document . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-42
◗ Searching for Documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-45
◗ Sorting Documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-46
◗ Filtering Out Drawer Documents by Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-47
◗ Deleting Documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-48
◗ Printing Documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-49
Routing Documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-51
◗ Moving Documents to the In Drawer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-51
◗ Copying a Document (to Reprocess and Resend) . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-52
◗ Posting Documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-53
◗ UnPosting Documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-54
◗ Responding to Documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-55
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◗ Importing Documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-57
◗ Exporting Documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-59
Chapter 5 Using Communications
◗ Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .5-2
◗ Send Queue Browser . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-3
◗ Communications Session Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-4
◗ Process File Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-5
◗ Sending Document . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-6
◗ Sending All Documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-7
◗ Resending Documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-9
◗ Receiving Documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-11
◗ Viewing the Send Queue . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-13
◗ Processing Data Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-14
Chapter 6 Using External Data
◗ Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .6-2
◗ External Data Summary Viewer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-3
◗ External Data Filter Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-6
◗ Viewing External Data Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-8
◗ Filtering External Data Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-9
Chapter 7 Using Interchanges
◗ Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .7-2
◗ Interchanges Browser . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-3
◗ Interchange Filter Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-8
◗ Viewing Interchanges . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-10
◗ Filtering the Display of Interchanges . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-12
◗ Viewing Documents within Interchanges . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-14
◗ Attaching Interchanges to a Partner . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-16
◗ Resending Interchanges . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-18
◗ Manually Acknowledging an Interchange, Group, or Document . . . . . . . . . . . . . . . . 7-20
Chapter 8 Using Acknowledgements
◗ Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .8-2
◗ Defining Inbound Acknowledgement Criteria . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-3
◗ Defining Outbound Acknowledgement Criteria . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-6
◗ Manually Acknowledging Documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-10
Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide
◗ Special Considerations for EDIFACT Acknowledgements . . . . . . . . . . . . . . . . . . . . 8-11
◗ Checking for Overdue Acknowledgements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-12
Chapter 9 Using Tracking
◗ Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .9-2
◗ Tracking Inbound Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-3
◗ Tracking Outbound Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-6
◗ Viewing and Printing Data Audit Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-9
◗ Viewing and Printing Tracking Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-10
Chapter 10 Using Archive and Restore
◗ Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-2
Archiving Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-3
◗ Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-3
◗ Archive Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-5
◗ Gentran EDI Archive Definition Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-11
◗ Interchange Selection Criteria Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-13
◗ Interchange Search Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-15
◗ Group Search Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-18
◗ Document Search Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-20
◗ Mailbox Archive Definition Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-22
◗ Mailbox Selection Criteria Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-24
◗ Mailbox Search Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-26
◗ External Data Archive Definition Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-28
◗ External Data Selection Criteria Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-30
◗ External Data Search Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-31
◗ Search Results Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-33
◗ Sort Preferences Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-35
◗ Creating an Archive Definition . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-36
◗ Archiving Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-38
◗ Viewing Archived Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-39
◗ Searching Archived Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-43
v
Restoring Archived Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-44
◗ Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-44
◗ Restored Interchanges Browser . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-46
◗ Viewing Restored Interchanges . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-51
◗ Filtering the Display of Restored Interchanges . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-53
◗ Viewing Restored Documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-55
Gentran:Server for Windows User’s Guide Gentran:Server for Windows – November 2005
vi
◗ Reprocessing Restored Documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-57
◗ Resending Restored Interchanges . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-58
Chapter 11 Using Process Control
◗ Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-2
Sessions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-3
◗ Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-3
◗ Creating Sessions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-9
◗ Editing Sessions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-12
◗ Deleting Sessions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-15
Events . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-16
◗ Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-16
◗ Creating New Events . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-23
◗ Editing Events . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-27
◗ Deleting Events . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-31
◗ Viewing Events . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-32
◗ Activating and Suspending Events . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-36
◗ Executing an Event Immediately . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-38
Glossary
Index
Calendars . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-39
◗ Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-39
◗ Creating and Editing Calendars . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-41
◗ Deleting Calendars . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-43
Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide
-vii
PREFACE
About this Guide
Contents ◗ Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .viii
◗ What’s in this Manual . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .ix
◗ Getting Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xi
Gentran:Server for Windows User’s Guide Gentran:Server for Windows – November 2005
viii
Introduction
Welcome Welcome to Gentran:Server
Data Interchange (EDI) software for the Windows operating system.
Gentran:Server provides you with the easy-to-use tools you need to electronically
exchange data with your trading partners, including:
◗ Data translation
◗ Process control
◗ Communications system
We believe that you will find this software and the supporting materials easy to
use and directly beneficial to your business.
®
for Windows®, the Sterling Commerce Electronic
Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide
What’s in this Manual
Introduction This manual is intended to support the online Help by assisting you in performing
various tasks in Gentran:Server. This task-oriented approach is intended to answer
any questions you may have about Gentran:Server with step-by-step instructions.
ix
Intended audience
Prerequisite
knowledge
Description of
contents
This manual is intended for the staff responsible for the following:
◗ Implementing EDI
◗ Setting up trading partner relationships
◗ Creating and using EDI documents
◗ Sending and receiving documents
◗ Acknowledging documents
◗ Tracking document flow
◗ Configuring and using unattended processing
This manual assumes that you are familiar with using a PC and with Microsoft®
Windows or Windows 2000 functions.
This User’s Guide contains the following chapters:
◗ Chapter 1, Getting Started, explains the content, organization, and
conventions in this guide. This chapter also describes how to get technical
support introduces Gentran:Server for Windows.
◗ Chapter 2, Using Translation Objects, explains how to register (install),
delete, and view translation objects.
◗ Chapter 3, Using Partners, explains how to set up a complete partner profile.
This chapter describes how to import and export a partner profile and partner
tables, and describes how to copy a partner profile.
◗ Chapter 4, Using Documents, explains all facets of managing your
documents.
◗ Chapter 5, Using Communications, explains how to send, receive, and resend
documents, and how to view the Send Queue.
◗ Chapter 6, Using Interchanges, explains how to view interchanges and the
documents within interchanges, how to filter the display of interchanges, how
to attach (link) an interchange to a partner, and how to resend interchanges.
◗ Chapter 7, Using External Data, explains how to view and print external data
files.
(Continued on next page)
Gentran:Server for Windows User’s Guide Gentran:Server for Windows – November 2005
x
Description of
contents
(contd)
◗ Chapter 8, Using Acknowledgements, explains how to manually set a
document, group, or interchange to acknowledged, how to define inbound and
outbound acknowledgement criteria for document reconciliation, and how to
check for overdue acknowledgements.
◗ Chapter 9, Using Tracking, explains how to view and print tracking
information.
◗ Chapter 10, Using Archive and Restore, explains how to archive data and
restore archived data to the system.
◗ Chapter 11, Using Process Control, explains how to create, edit, delete,
activate, and suspend automatic process control events. This chapter also
describes how to use sessions and calendars.
◗ The Glossary contains definitions of EDI and Gentran:Server terms and
concepts.
Online Help The majority of the documentation for Gentran:Server is contained in the Online
Help system. This includes all dialog box element definitions, detailed processing
information, and the “how to” information that is contained in this manual.
Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide
Getting Support
Introduction The Sterling Commerce Gentran:Server software is supported by trained product
support personnel who are available to help you with product questions or
concerns.
Note
Gentran:Server Customer Support does not support non-Sterling Commerce
products (such as SQL Server and Oracle), but can assist you in configuring
non-Sterling Commerce products to work with Gentran:Server.
Phone number For assistance, please refer to the Getting Started Guide to determine which
support phone number you should use.
xi
Before calling
support
To help us provide prompt service, we ask that you do the following:
◗ Attempt to recreate any problem that you encounter and record the exact
sequence of events.
◗ When you call product support, you should be prepared to provide us with the
information below.
Information Description
Identification Your company name, your name, telephone number
and extension, and the case number (if the question
refers to a previously reported issue)
System Configuration The Gentran:Server version (and any service packs
installed) and information about the primary
Gentran system controller and all machines
experiencing problems, including the Windows
operating system version, amount of memory,
available disk space, database version, Microsoft
Data Access (MDAC) version, and Internet Explorer
version
Also, please describe any recent changes in your
hardware, software, or the configuration of your
system.
System Data Store Which machines contain folders in the system data
store?
(Continued on next page)
Gentran:Server for Windows User’s Guide Gentran:Server for Windows – November 2005
xii
Information Description
Error Messages Record the exact wording of any error messages you
receive and the point in the software where the error
occurred, as well as any log files.
Attempted Solutions Record any steps that you took attempting to resolve
the problem and note all the outcomes. Provide an
estimate on how many times the problem occurred
and whether it can be reproduced.
Accessing the
Sterling
Commerce
Support Web
Site
The Sterling Commerce Customer Support Web Site contains valuable
information about getting support for Gentran:Server for Windows, including the
following:
◗ Scope of support services
◗ Customer support policies
◗ Call prioritizing
◗ Customer support phone directory
◗ Creating new Support on Demand cases
◗ Checking the status of Support on Demand cases
◗ Adding information to Support on Demand cases
The Customer Support Web site is constantly updated and all Sterling Commerce
customers have access to it. This web site also contains the most recent product
updates and is a valuable source of product information.
Reference
Refer to the Getting Started Guide for information about how to access the
Customer Support Web site.
Documentation The Customer Support Web site contains a documentation library, which contains
the entire Gentran:Server for Windows documentation set. You can download the
product manuals in PDF format from this library at any time.
Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide
-1
1 - 1
CHAPTER
1
Getting Started
Contents ◗ Introducing Gentran:Server for Windows . . . . . . . . . . . . . . . . . . .1 - 2
◗ Navigating in Gentran:Server . . . . . . . . . . . . . . . . . . . . . . . . . . . .1 - 6
◗ Gentran:Server Data Translation Process . . . . . . . . . . . . . . . . . . .1 - 9
◗ Changing your Password . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .1 - 14
3
Gentran:Server for Windows User’s Guide Gentran:Server for Windows – November 2005
1 - 2
Introducing Gentran:Server for Windows Getting Started
Introducing Gentran:Server for Windows
Overview Gentran:Server for Windows is a combined data translation, process control, and
communication system that operates within the Microsoft Windows environment.
This product is primarily designed for the translation and communication of EDI
and other similar types of data.
Through the process control system, you can integrate Gentran:Server with a wide
variety of business applications in a manner that makes it a complementary
extension of the applications, rather than a cumbersome add-on.
System
components
The Gentran:Server system consists of several logical components.
Gentran:Server can be deployed in many ways in this environment through a
combination of a database, system data store, process controllers, communication
controllers, and user interface clients.
Mandatory components
Each system must have a primary Gentran system controller, system data store,
and a database.
Database The database is the relational database that Gentran:Server uses to store system
data. This database enables multiple users to access the same data. The other
components of the product interact with this database using ODBC™ (Open
Database Connectivity), which allows for many different database management
systems on the database controller.
Reference
See the Getting Support card to determine which database management systems
have been certified for use with Gentran:Server.
System data store The system data store serves as the repository of all shared Gentran:Server data.
The system data store may reside on any machine that is a file server to the
machines in the Gentran:Server system. There is only one system data store in the
Gentran:Server system, but the associated folders and files may be distributed
across multiple machines, if necessary.
Note
The machines where the system data store resides must be accessible by all
machines in the Gentran:Server system.
Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide
Getting Started Introducing Gentran:Server for Windows
1 - 3
Process
Controllers
Primary system
controller
Secondary
controllers
There are two types of controllers in the Gentran:Server system:
◗ A single primary system controller
◗ One or more secondary controllers (if required)
The primary system controller controls the management and dispatching of processing requests within the system, manages the audit functionality, and controls all other system components.
If you purchased a distributed license, you can deploy additional controllers (secondary controllers) across the Windows network to allow the processing load to be distributed for fast and efficient throughput. The secondary controller can be either or both of the following:
Process controller
The process controllers provide similar functions to the primary system controller.
They are controlled by the primary system controller and are used to distribute
processes across multiple machines in a Windows network.
Communication controller
The communication controllers regulate communication between Gentran:Server
and the organizations (value-added networks (VANs) or trading partners) with
whom data is exchanged. The communication controllers can support leased or
dialed connections, as well as interaction with third-party communication
packages using the file interface capability.
User interface
clients
A communication controller is installed via a communications gateway.
The user interface clients provide the functions that are necessary to monitor and control the system. The main data management component provides a graphical user interface to the following:
◗ Document locations
◗ Partner profiles
◗ Communication setup and logs
◗ System Audit Log
◗ Process control setup and management
Gentran:Server for Windows User’s Guide Gentran:Server for Windows – November 2005
1 - 4
Introducing Gentran:Server for Windows Getting Started
User interface
client
components
Logical
components
The five main components of the Gentran:Server user interface client are the
following:
◗ The Electronic Commerce (EC) Manager window is a data management
component that serves as a high-level navigation tool, as well as a document
management tool. The EC Manager also provides access to the Partner Editor,
the Document Editor, Application Integration, and Forms Integration.
◗ Partner Editor allows you to define, edit, and delete all partner information
for your company and for all of your trading partners.
◗ Document Editor is your data entry tool. It allows you to create, modify, and
view documents.
◗ Application Integration is a subsystem that enables you to generate import,
export, and document turnaround translation objects.
◗ Forms Integration is a subsystem that enables you to generate screen entry
and print translation objects.
The user interface client and controller components are the logical components of
the Gentran system. These components can be deployed on a single machine or
over a number of machines, depending on your needs.
Typical system
Typically, your system initially consists of a small number of machines operating
as Gentran:Server user interface clients, and a larger, more powerful machine
operating as a combined primary system controller/communication controller/
process controller.
After you complete the necessary translation objects for your installation (using
Application Integration), you can add other process controllers and
communication controllers as required, to distribute the processing workload.
(Continued on next page)
Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide
Getting Started Introducing Gentran:Server for Windows
1 - 5
Logical
components
(contd)
Multiple Controllers
Secondary Controller 1
System component interaction diagram
The following diagram illustrated the interaction of the logical components of the
Gentran:Server system:
Installed Components:
Process Controller (default)
■
Client Access Components
■
Integration Components
■
Primary Gentran System Controller
System
Data
Database
Store
Windows 2003, Enterprise Edition
User Interface
Client
Gentran:
Server
User Interface
Client
Secondary Controller 2
Gentran:
Server
Windows 2003, Standard
Edition
Installed Components:
Process Controller
■
■
Client Access Components
Gentran:
Server
Windows 2000
Professional
Windows XP
Professional
Installed Components:
Client Access Components
■
Integration Components
■
Gentran:
Server
Gentran:
Server
Windows 2000 Server
Installed Components:
Process Controller (default)
■
Client Access Components
■
Gentran:Server for Windows User’s Guide Gentran:Server for Windows – November 2005
1 - 6
Navigating in Gentran:Server Getting Started
Navigating in Gentran:Server
Overview The Gentran:Server Electronic Commerce (EC) Manager window allows you to
access its functionality in the following ways:
◗ Select the menu option from the Main Menu Bar.
◗ Click the appropriate button on the Main Toolbar.
◗ Click the appropriate button on the Browser Toolbar.
◗ Click the appropriate part of The Desk.
◗ Click the appropriate button within a chosen browser window.
Note
The Electronic Commerce Manager display is refreshed when you press F5 or
click
Refresh (available on most browsers).
Electronic
Commerce
Manager window
The following illustrates the Gentran:Server EC Manager window:
Control Menu
Title Bar Minimize/Maximize Buttons
Main Menu Bar
Browser Toolbar
Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide
Status Bar
The Desk
Main Toolbar
Getting Started Navigating in Gentran:Server
Components The following are the components of the main Gentran:Server window:
Control menu
The Control Menu contains the following commands: Restore, Move, Size,
Minimize, Maximize, and Close.
Title Bar
The Title Bar contains the name of the application and, on the Gentran:Server
desktop, it displays the name of the system you are logged in to. You can use this
to move the position of the Gentran:Server EC Manager window on your desktop.
Minimize/Maximize buttons
The Minimize button reduces the window to an icon. The Maximize button
enlarges the window to its maximum size.
Main menu bar
The Main Menu Bar contains the drop-down menus. Detailed descriptions of each
of the commands on these menus are found in the Online Help. Unavailable items
are dimmed.
1 - 7
Workspace
?In Documents
In Documents
Main toolbar
The Main Toolbar gives you access to some of the most common browsers and
functions in Gentran:Server. Unavailable items are dimmed. The Main Toolbar is
a dockable toolbar, so you can affix it to any edge of the EC Manager window.
The following illustrates the Main Toolbar.
Out Documents
?Out Documents
In Drawer
Interchanges
Out Drawer
Interchanges
Restored
External
Data
Document
Translation
Objects
Send Queue
Processing
Search
Send and
Receive
Audit
Log
Close
Active
Window
Window
Archive
Tr ad i n g
Partners
Process
Control
Mailbox
Client
(Continued on next page)
Forms
Integration
Configuration
Application
Integration
System
Gentran:Server for Windows User’s Guide Gentran:Server for Windows – November 2005
1 - 8
Navigating in Gentran:Server Getting Started
Browser toolbar
The Browser Toolbar gives you access to the functions that are available from
browsers in Gentran:Server. Unavailable items are dimmed. The Browser Toolbar
is a dockable toolbar, so you can affix it to any edge of the EC Manager window.
The following illustrates the Browser Toolbar:
New
View External Data
Translator Report
Attach
View
Gentran
Data
Open
Delete
Export
Import
Print
View
Copy
Te xt
Copy
Document
Move to
In Drawer
Post
Sort/Filter
Respond
The Desk
The Desk is a graphic representation of the Gentran:Server components and
document locations. It provides a quick and easy way to access some of the most
commonly used browsers, functions, and subsystems of Gentran:Server. You can
click the appropriate part of The Desk any time you need to access a browser,
function, or subsystem represented on The Desk.
Some of the browser icons display a graphic representation of paper if the
document location contains documents. The Desk also allows you to access the
Partner Editor subsystem, the Help system, the Process Control function (clock
icon), and the Send/Receive functions (phone icon), and allows you to quit
Gentran:Server (Exit/door icon).
Acknowledge
Toggle
Interchange
Status
Status bar
The Status Bar displays status information about a selection, command, or
process, defines menu items as you highlight each item in the menu, and indicates
any current keyboard-initiated modes for typing (e.g., CAP for the “Caps Lock”
key, NUM for the “Num Lock” key).
Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide
Getting Started Gentran:Server Data Translation Process
Gentran:Server Data Translation Process
1 - 9
Translating
inbound data
diagram
The following illustrates the inbound translation process:
Receives interchanges from network
Communicator
Communicator
Translator
Translator
Receives interchanges from network
and passes to translator
and passes .
Unwraps interchange envelopes
and separates groups.
Unwraps groups envelopes and
separates transaction sets.
Unwraps transaction envelopes
and separates documents.
Updates document database.
Locates trading relationship
and associated translation object.
?In Documents
Temporary
Temporary
Storage
Storage
Temp orar y
Storage
Temporary
Storage
export or
export or
print
print
Generate and reconcile
acknowledgements.
acknowledgements
?Out Documents
Compliance checks and moves
compliant documents
Out Documents
document turnaround
Post to
Out
Out
Documents
Workspace
In Documents
automatic export
In Drawer
export or
export or
print
print
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Gentran:Server Data Translation Process Getting Started
Translating
inbound data
process
The system uses the following process to translate inbound data:.
Stage Description
1
The Communicator receives interchanges from your trading partners
via a network.
2
3
The Communicator passes the interchanges to the translator.
The translator uses a system interchange break translation object to
unwrap the interchange envelopes and separate each group into
temporary storage.
4
The translator uses a system group break translation object to
unwrap the group envelopes and separate each transaction set into
temporary storage.
5
The translator uses a system transaction break translation object to:
◗ Unwrap the transaction envelopes.
◗ Separate each document into a separate file on the system data
store.
◗ Write a record to the database with reference information about
the document.
6
Does the translator locate a trading relationship for each document?
◗ If yes (a trading relationship is located), the translator attempts
to identify the export, document turnaround, or print translation
object associated with that relationship. If the translator does
locate a trading relationship and translation object, it uses that
translation object to compliance check the document.
◗ If no (the translator does not locate the trading relationship or
translation object), the document is marked as not compliant and
is moved in the ?In Documents.
7
Is the document is compliant with the EDI standard?
◗ If yes, the translator changes the document status to compliant
and moves the document in the In Documents.
◗ If no, the document remains in the ?In Documents. The
translator writes a detailed error report to help you to determine
the problem that was encountered.
(Continued on next page)
Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide
Getting Started Gentran:Server Data Translation Process
Stage Description
1 - 11
8
In the trading relationship, if you specify that the system needs to
generate a functional acknowledgement for a document, the
translator uses the system acknowledgement translation object to
generate the acknowledgement.
◗ Compliant acknowledgements are moved to the Out Documents
to be sent.
◗ Non-compliant acknowledgements are moved to the ?Out
Documents. If an error occurred with the acknowledgement
translation object, the acknowledgement is also moved to the
?Out Documents.
The translator also reconciles acknowledgements if you receive an
acknowledgement-type transaction (such as 997 or CONTRL).
9
If you specified either automatic export or automatic turnaround in
the trading relationship, the translator uses the specified export or
document turnaround translation object to either export or generate
the appropriate response document.
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Gentran:Server Data Translation Process Getting Started
Translating
outbound data
diagram
The following illustrates the outbound translation process:
Import
Application
System
Configuration
System Import
Translation
Object
Partner
Database
Import
Translation
Object
Translator
Locates system import
translation object.
Determines trading
relationship.
Use trading
relationship to
determine Import
Translation Object.
Document
Editor
Compliance checks documents
and formats to EDI.
Imports
through
process
control.
Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide
Posts compliant
documents to
Out Documents.
Sends documents to
partners.
Workspace
Out Documents
Getting Started Gentran:Server Data Translation Process
1 - 13
Translating
outbound data
process
The system uses the following process to translate outbound data:
Stage Description
1
Use one of the following processes to initiate outbound translation:
◗ Import a file through the process control system using a timed or
polled session. This writes all valid documents to the database
with a compliant status and locates the documents in the Out
Documents. Invalid documents are marked with a
non-compliant status and located in the ?Out Documents.
◗ Import an application file. Documents that you import manually
are located in the Workspace.
◗ Use the Document Editor to enter documents (if there is an
appropriate data entry translation object registered with
Gentran:Server). These documents are located in the Workspace.
2
If you import a file, the translator checks the import definitions from
the system configuration to match the file name with a system
import translation object.
3
The translator uses the system import translation object to determine
which trading relationship (established in Partner Editor)
corresponds to each document in the application file, so the system
knows which import map to use to process the document.
4
After the translator determines which trading relationship
corresponds with a document in the file, it ascertains which import
translation object is specified in that relationship.
5
The translator uses the import translation object to compliance check
the document. If the document is compliant (valid), it is marked
“OK.” If the document is not compliant (invalid), it is marked
“NotOK.”
6
If there is another document remaining in the import file, the
translator repeats steps 3 - 5 until all documents are processed.
7
If you manually import a file through the EC Manager or use the
Document Editor, you need to post the compliant document to the
Out Documents.
Note
Once documents are located in the Out Documents, they can be sent
using the process control system or by using the EC Manager
transmit option.
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Changing your Password Getting Started
Changing your Password
Introduction Your Gentran:Server password is stored in your User Access profile.
Notes
◗ You must know your old password to change it. If you have forgotten your
password, please contact your system administrator.
◗ If you are using Integrated security, you may also need to change your
Gentran:Server and database passwords if you change your Windows
password.
Reference
See your system administrator if you have any questions about which security
mode you use.
Procedure Use this procedure to change your password.
Step Action
1
From the Options menu, select Preferences.
System response
The Preferences dialog box is displayed.
2
3
4
5
Select the Change Password tab to access that option.
In the Old Password box, type your old password.
In the New Password box, type your new password.
In the Confirm New Password box, type your new password again.
Note
If the Confirm New Password does not match the New Password,
you will be prompted to type it again.
6
Once complete, click OK to save the changes.
System response
The system is updated and the next time you log on to the system
you will need to enter the new password.
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2 - 1
CHAPTER
2
Using Translation Objects
Contents ◗ Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .2 - 2
◗ EDI Translation Object Browser . . . . . . . . . . . . . . . . . . . . . . . . . .2 - 3
◗ Register Translation Object Dialog Box . . . . . . . . . . . . . . . . . . . .2 - 6
◗ Registering New Translation Objects . . . . . . . . . . . . . . . . . . . . . .2 - 7
◗ Deleting Translation Objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . .2 - 8
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Overview Using Translation Objects
Overview
In this chapter This chapter describes how to use translation objects with Gentran:Server.
Translation
object definition
Creating
translation
objects
Types of
translation
objects
A translation object is a set of definitions, links, and rules that combine to provide
the translator with all the information necessary to convert data from one format
to another. Translation objects are used in Gentran:Server to control the
processing of the translator subsystem.
Translation objects are created by compiling an application map or a form
definition using the Application or Forms Integration subsystem in
Gentran:Server.
Reference
See the Application Integration User’s Guide and Forms Integration User’s
Guide more information about those subsystems.
There are two types of translation objects:
System translation objects
System translation objects control the creation and separation of
interchanges, functional groups, and transaction sets. They are also used to
generate and reconcile functional acknowledgements.
User translation objects
User translation objects control screen entry, importing, exporting, and
creating printed reports. All required system translation objects are
automatically installed with the Gentran:Server system.
Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide
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