GenTran Server for Windows User Manual

Download

Page 1

Gentran:Server® for Windows

User’s Guide

Version 5.1

4232-510-USER15-0000

Page 2

Gentran:Server for Windows

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

Sterling Commerce, Inc.

Page 3

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

◗ 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

Gentran:Server for Windows User’s Guide Gentran:Server for Windows – November 2005

Page 4

◗ 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

Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide

Page 5

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

Gentran:Server for Windows User’s Guide Gentran:Server for Windows – November 2005

Page 6

◗ 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

Page 7

◗ 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

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

Page 8

◗ 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

Page 9

-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

Page 10

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

Page 11

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.

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

Page 12

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

Page 13

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.

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

Page 14

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

Page 15

-1

1 - 1

CHAPTER

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

Gentran:Server for Windows User’s Guide Gentran:Server for Windows – November 2005

Page 16

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

Page 17

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

Page 18

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

Page 19

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

Page 20

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

Page 21

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

Send and

Receive

Audit Log

Active

Window

Gentran:Server Data Translation Process

1 - 9

Translating

inbound data

diagram

The following illustrates the inbound translation process:

Receives interchanges from network

Communicator

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

Storage

Temp orar y

Storage

Temporary

Storage

export or

Generate and reconcile acknowledgements.

acknowledgements

?Out Documents

Compliance checks and moves compliant documents

Out Documents

document turnaround

Post to

Out

Documents

Workspace

In Documents

automatic export

In Drawer

export or

Gentran:Server for Windows User’s Guide Gentran:Server for Windows – November 2005

Page 24

1 - 10

Gentran:Server Data Translation Process Getting Started

Translating

inbound data

process

The system uses the following process to translate inbound data:.

Stage Description

The Communicator receives interchanges from your trading partners via a network.

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.

The translator uses a system group break translation object to unwrap the group envelopes and separate each transaction set into temporary storage.

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.

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.

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

Page 25

Getting Started Gentran:Server Data Translation Process

Stage Description

1 - 11

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).

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.

Gentran:Server for Windows User’s Guide Gentran:Server for Windows – November 2005

Page 26

1 - 12

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

Page 27

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

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.

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.

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.

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.

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.”

If there is another document remaining in the import file, the translator repeats steps 3 - 5 until all documents are processed.

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.

Gentran:Server for Windows User’s Guide Gentran:Server for Windows – November 2005

Page 28

1 - 14

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

From the Options menu, select Preferences.

System response

The Preferences dialog box is displayed.

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.

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.

Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide

Page 29

-1

2 - 1

CHAPTER

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

Gentran:Server for Windows User’s Guide Gentran:Server for Windows – November 2005

Page 30

2 - 2

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

Page 31

Using Translation Objects EDI Translation Object Browser

EDI Translation Object Browser

Introduction The following lists the system components that comprise the EDI Translation

Object feature.

Browser or

Dialog box Function

2 - 3

EDI Translation

Object browser

diagram

EDI Translation Object

The following illustrates the EDI Translation Object browser.

Allows you to view, print, delete, or register translation objects.

Allows you to select translation objects to be registered with the system.

Parts and

functions

Gentran:Server for Windows User’s Guide Gentran:Server for Windows – November 2005

The following lists the parts of the EDI Translation Object browser and their functions.

Part Function

Type

Description

Describes the type of translation object defined, such as export, import, or system import.

Displays a description that further identifies the translation object.

(Continued on next page)

Page 32

2 - 4

EDI Translation Object Browser Using Translation Objects

Part Function

Used

View

Indicates whether the translation object is currently associated with an Inbound or Outbound Partner Relationship. Valid values are:

◗ Ye s —Indicates the translation object is in use.

◗ No—Indicates the translation object is not in use.

◗ SYS*—Indicates a system translation object that is in use.

◗ SYS—Indicates a system translation object that is not in use

Note

If a translation object is currently used (associated with an Inbound or Outbound Partner Relationship), you cannot delete it. Also, the system prevents you from deleting translation objects that are designated as system translation objects (SYS* or SYS).

System Translation Objects are all translation objects except Import, Export, Data Entry, Screen Entry, Turn Around, and Print. Also, any translation object with “system” in the description is a system translation object.

Displays a window containing descriptive information for the selected translation object, including the following:

◗ Description of the translation object ◗ Type of translation object (for example, Export) ◗ Input and output agency (for example, X for ANSI X12) ◗ Input and output version (for example, 003030) ◗ Input and output transaction ID (for example, 850) ◗ Input and output release (for TRADACOMS only) ◗ File name of the translation object (for example, 3030.tpl)

Displays the Print Choice dialog box, which allows you to specify whether you want to print the selected translation objects or print a summary list of the selected translation objects.

Note

The Formatted option is unavailable because a formatted version is always printed when for a translation object.

Use this table to determine your next step.

Delete

New

Removes the selected translation object or objects.

Displays the Register Translation Object Dialog Box, which allows you to identify a translation object to the system.

Refresh

Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide

Refreshes the browser display.

(Continued on next page)

Page 33

Using Translation Objects EDI Translation Object Browser

Part Function

2 - 5

Help

Exits the EDI Translation Object browser.

Accesses Online Help.

Gentran:Server for Windows User’s Guide Gentran:Server for Windows – November 2005

Page 34

2 - 6

Register Translation Object Dialog Box

Introduction The Register Translation Object dialog box enables you to register a selected

translation object file with Gentran:Server (identify the translation object to the system).

Diagram The following illustrates the Register Translation Object dialog box:

Parts and

functions

The following lists the parts of the Register Translation Object dialog box and their functions:

Part Function

Look in Specify the drive and folder where the file is located.

File name Specify the name of the file that you want to register.

Files of type Specify the type of file that you want to access.

Note

The file extension for translation objects is .TPL.

Open

Cancel

Help

Selects the chosen file and exits the Open dialog box.

Exits the Open dialog box without selecting a file.

Accesses Online Help.

Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide

Page 35

Using Translation Objects Registering New Translation Objects

Registering New Translation Objects

Introduction The Register Translation Object function enables you to register your translation

object file with Gentran:Server so the system can identify the translation object.

2 - 7

Automatic

registration

You can set the auto-register feature to automatically register translation objects when they are compiled. See How to Set the Auto-register option in chapter 2 of the Application Integration User’s Guide.

Procedure Use this procedure to register a translation object.

Step Action

From the View menu, select Translation Objects.

System response

The system displays the EDI Translation Object browser.

Click New.

System response

The system displays the Register Translation Object dialog box.

Select the translation object file that you want to register with the system from the list or type it in the File name box.

Note

To highlight a group of translation objects, click on the first translation object and then press the SHIFT key and then click on the last translation object in the group. To highlight several translation objects that are not adjacent to each other, press the CTRL key and click on the translation objects.

Gentran:Server for Windows User’s Guide Gentran:Server for Windows – November 2005

Click Open.

System response

The system registers the translation object files exits the Register Translation Object dialog box.

Note

If the selected file is invalid, you receive a warning message. Only valid Gentran:Server translation object files can be installed.

If the translation object is a duplicate, you are prompted with a message asking whether or not you want to overwrite the existing translation object.

Page 36

2 - 8

Deleting Translation Objects Using Translation Objects

Deleting Translation Objects

Introduction You can delete old or unused translation objects from the system only if they are

not currently associated with an Inbound or Outbound Partner Relationship (“No” in the Used column on the EDI Translation Object browser).

The system prevents you from deleting translation objects that are designated as “system translation objects” (SYS” or SYS).

Procedure Use this procedure to delete a translation object.

Step Action

From the View menu, select Translation Objects.

System response

The EDI Translation Object browser is displayed.

Select the translation object or objects you want to delete.

Click Delete.

System response

The Delete confirmation dialog box is displayed.

Do you want to delete these translation objects?

◗ If yes, click Ye s to confirm the delete.

◗ If no, click No to cancel the delete request.

Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide

Page 37

-1

3 - 1

CHAPTER

Using Partners

Contents ◗ 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

◗ 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

Gentran:Server for Windows User’s Guide Gentran:Server for Windows – November 2005

Page 38

3 - 2

Using Partners

◗ 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

Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide

Page 39

Using Partners Introduction

Introduction

In this chapter This chapter explains how to use the Gentran:Server Partner Editor, including:

◗ Using partner profiles

◗ Routing partner profiles

◗ Using partner tables

◗ Using partner locations

Partner Editor The Partner Editor allows you to define, edit, and delete all partner relationship

information for your company and all of your trading partners. Partner relationships allow you to send and receive data to and from your trading partners.

The Partner Editor also allows you to use an internal system partner (Internal System User) to define your company to the system.

3 - 3

Gentran:Server

for RosettaNet

See “Using Partner Editor with Gentran:Server for RosettaNet” in the Gentran:Server for RosettaNet User’s Guide for more information about defining

partners for use with RosettaNet

Gentran:Server for Windows User’s Guide Gentran:Server for Windows – November 2005

Page 40

3 - 4

Overview Using Partners

Using Partner Profiles 0

Overview

Introduction You can set up your partner profiles using any of three methods: importing,

copying, and creating them yourself. The method you use depends on whether you have a partner profile to use as a starting point, as shown in the following table:

Partner profile

creation method When to use

Import existing profile

Copy existing profile Use this method when you have an existing profile that

Create a new profile Use this method when you do not have a profile to

Use this method if you receive partner profiles from Sterling Commerce or if you have an existing profile from which you can import partner details. The profile can be exported from another copy of the Gentran:Server system.

Reference

See Importing Partner Profiles on page 3 - 85 for more information.

you can copy and then enter a unique partner definition and key enveloping information for the copied partner.

Reference

See Copying Partner Profiles on page 3 - 88 for more information.

import or copy.

Reference

See Process of defining a partner profile on page 3 - 5 for more information.

Partner

definition

Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide

A partner profile begins with a partner definition. The partner definition contains the basic information about that partner that the system needs before you define the rest of the partner profile. You need to create a partner definition for each partner with whom you are going to exchange data.

Page 41

Using Partners Overview

Partner profile To complete the partner profile, you need to define an inbound or outbound

relationship or both:

◗ If you are receiving and processing information from this trading partner, you

need to define an appropriate inbound relationship.

◗ If you are sending information to this trading partner, you need to define an

outbound relationship.

You need to create a partner profile for each partner with whom you are going to exchange data.

3 - 5

Process of defining a

partner profile

The following describes the partner profile creation process:

Stage Description

Create the partner definition.

Reference

See Creating a Partner Definition on page 3 - 56.

If necessary, create the inbound relationship.

Reference

See Creating an Inbound Relationship on page 3 - 58.

If necessary, create the outbound relationship.

Reference

See Creating an Outbound Relationship on page 3 - 66.

Do you need to use a cross-reference or lookup table with the partner relationship to supplement or convert data you enter or receive?

◗ If yes, see Creating Partner Tables on page 3 - 103.

◗ If no, continue with stage 5.

Do you need to use locations to contain address- and contact-related information about the partner?

◗ If yes, see Creating Partner Locations on page 3 - 117.

◗ If no, you have completed the partner profile definition process.

Gentran:Server for Windows User’s Guide Gentran:Server for Windows – November 2005

Page 42

3 - 6

Partner Editor Dialog Box Using Partners

Partner Editor Dialog Box

Introduction The Partner Editor enables you to define, edit, and delete all partner information

for your company and all of your trading partners.

Diagram The following illustrates the Partner Editor dialog box:

Parts and

The following lists the parts of the Partner Editor dialog box and their functions:

functions

Part Function

Select a Partner Displays the list of partner profiles to select from.

Copy Displays the Partner Copy Dialog Box, which allows you

to copy a partner profile.

Import Displays the Import File Select Dialog Box, which allows

you to import a partner profile.

(Continued on next page)

Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide

Page 43

Using Partners Partner Editor Dialog Box

Part Function

Export Displays the Export File Build Dialog Box, which allows

you to export a partner profile.

Exit Exits the Partner Editor dialog box.

Edit Displays the Partner Definition (New/Edit) Dialog Box,

which allows you to change information about the selected partner.

New Displays the Partner Definition (New/Edit) Dialog Box,

which allows you to create a partner definition.

Delete Removes the selected partner profile from the system.

Inbound Displays the Inbound Relationship Dialog Box for the

selected partner.

Outbound Displays the Outbound Relationship Dialog Box for the

selected partner.

3 - 7

Tab le s Displays the Partner Tables Dialog Box for the selected

partner.

Locations Displays the Location Select Dialog Box for the selected

partner.

Refresh Refreshes the dialog box display.

Help Accesses Online Help.

Gentran:Server for Windows User’s Guide Gentran:Server for Windows – November 2005

Page 44

3 - 8

Partner Definition (New/Edit) Dialog Box Using Partners

Partner Definition (New/Edit) Dialog Box

Introduction The Partner Definition dialog box enables you to create a new partner definition

or, if you select a previously defined partner definition, it allows you to edit it.

Diagram The following illustrates the Partner Definition - New dialog box:

Parts and

functions

The following lists the parts of the Partner Definition dialog box and their functions:

Part Function

Profile ID Specify a unique identifier for the selected partner.

Name Specify a unique name for the partner.

Note

Make this name as descriptive as possible, because this is the name displayed in the partner selection list.

EDI Code Specify the EDI identifier for this partner. The system uses

this value during inbound processing to select the correct trading partner definition.

Application Code Specify an application code used to identify this partner.

The system uses this value during outbound import processing to select the correct trading partner definition.

(Continued on next page)

Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide

Page 45

Using Partners Partner Definition (New/Edit) Dialog Box

Part Function

Default Mailbox Select a default mailbox to use to identify this partner for

non-RosettaNet EDI relationships.

Reference

See the Communications User’s Guide for more information.

3 - 9

Default E-mail Address

Specify a default e-mail address to use to identify this partner for non-RosettaNet EDI relationships.

Reference

See the Communications User’s Guide for more information.

Save Saves the modified information.

Exit Exits the Partner Definition dialog box.

Help Displays Online Help.

New Mailbox Displays the Create New Mailbox wizard, which allows

you to create a new mailbox.

Reference

See the Communications User’s Guide for more information.

Edit Mailbox Displays the Mailbox Properties dialog box, which allows

you to edit the mailbox.

Reference

See the Communications User’s Guide for more information.

Gentran:Server for Windows User’s Guide Gentran:Server for Windows – November 2005

Page 46

3 - 10

Inbound Relationship Dialog Box Using Partners

Inbound Relationship Dialog Box

Introduction Inbound relationships define the parameters the system needs to receive an EDI

document from a trading partner. The Inbound Relationship dialog box controls other subordinate dialogs that allow you to define everything that is necessary to establish the relationship.

You are required to specify exactly which document is to be received. You also define which translation objects are used to define the turnaround documents, export rules, or printing requirements.

Diagram The following illustrates the Inbound Relationship dialog box with the Advanced

options displayed:

Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide

Page 47

Using Partners Inbound Relationship Dialog Box

3 - 11

Parts and

functions

The following lists the parts of the Inbound Relationship dialog box and their functions:

Part Function

Relationship

Select the existing inbound relationship.

Description

Standard Specifies the EDI standard to be used in this

relationship.

Note

Only standards for which you have existing translation objects are displayed. This box cannot be changed for an existing relationship. Selection of this box is mandatory.

Valid values

◗ A - TRADACOMS ◗ C - CII ◗ D - NCPDP ◗ E - EDIFACT ◗ O - ODETTE ◗ P - OTHER ◗ R - ROSETTANET ◗ T - TDCC ◗ U - UCS ◗ V - VDA ◗ X - X12

Version Select the EDI standard version to be used in this

relationship.

Note

Only versions of the selected standard for which you have existing translation objects are displayed. If this box is changed for an existing relationship, all of the information defined below it is cleared and must be reselected. Selection of this box is mandatory.

Transaction Set Select the transaction set to be used in this relationship.

Note

Only transaction sets for the selected version for which you have existing translation objects are displayed. If this box is changed for an existing relationship, all of the information defined below it is cleared and must be reselected. Selection of this box is mandatory.

(Continued on next page)

Gentran:Server for Windows User’s Guide Gentran:Server for Windows – November 2005

Page 48

3 - 12

Inbound Relationship Dialog Box Using Partners

Part Function

Release Select the release number to be used in this relationship.

Note

Only releases for the selected transaction set for which you have existing translation objects are displayed. This box is currently only used for messages defined in the TRADACOMS standard. Selection of this box is mandatory for all TRADACOMS messages.

Transaction is an Acknowledgement

Specify if the transaction defined in this partner relationship is an acknowledgement.

Groups Accesses the Inbound Group Select Dialog Box.

Interchanges Accesses the Inbound Interchange Select Dialog Box.

Sequence Checking Specify if the system will use sequence checking and

whether sequence checking will be incremental or chronological. You can also indicate that the system must check for duplicate control numbers.

◗ None Do not use sequence checking.

◗ Duplicate Check for duplicate control

numbers.

◗ Incremental The control number must be one

greater than the last number.

◗ Chronological The control number must be greater

than the last number.

Note

If the system detects duplicate control numbers or detects incremental or chronological control numbers that are out of sequence, those documents will be put in the ?In Documents.

Last Used Control Number

Specify a value that is used to sequence check the next transaction set control number or message reference. This value is replaced with the sequence number of the last transaction set or message received. This box is initially set to zero.

Note

This box is disabled if Sequence Checking is None.

(Continued on next page)

Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide

Page 49

Using Partners Inbound Relationship Dialog Box

Part Function

3 - 13

Duplicate Documents

Skip Compliance Check

Generate Acknowledgements

Specify if the system will check for duplicate document names.

Notes

◗ If the system detects duplicate document name it

will locate those documents in ?In Documents.

◗ If duplicate document checking is activated for a

relationship the translation object used in this relationship must update the document name via a standard or extended rule.

Reference

See the Application Integration User's Guide for more information about using standard and extended rules.

Specify if you want the system to compliance check the documents for this relationship.

Instructs the system to generate a functional acknowledgement to this trading partner when you receive the transaction set (message) defined in this relationship. The default value for this box is No. Valid values:

◗ No

Do not generate acknowledgements.

◗ Yes - No Error Detail

Generate acknowledgements without error detail.

◗ Yes - With Error Detail

Generate acknowledgements with error detail.

Note

This entire box is inactive (dimmed) if the document (transaction set) in this relationship is an acknowledgement.

Test Indicator Specify if this relationship definition is in test or

production mode. The default value is Production.

Acknowledgement Processing

Specify if acknowledgement reconciliation will occur during the inbound break session (Immediate) or during its scheduled interval (Deferred). The default is Immediate.

Save Saves the modified information.

Exit Exits the Inbound Relationship dialog box.

(Continued on next page)

Gentran:Server for Windows User’s Guide Gentran:Server for Windows – November 2005

Page 50

3 - 14

Inbound Relationship Dialog Box Using Partners

Part Function

New Accesses the New Inbound Relationship dialog box,

which allows you to create a new relationship.

Delete Removes the specified inbound relationship from the

system.

Transl at ion Accesses the Inbound Translation Object Dialog Box.

Advanced Toggles the display of the advanced options.

Help Displays Online Help.

Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide

Page 51

Using Partners Inbound Translation Object Dialog Box

Inbound Translation Object Dialog Box

Introduction The Inbound Translation Objects dialog box is used to specify which translation

objects will be used to process the data defined by this relationship.

The following lists the inbound translation levels (from the lowest level up):

Translation Level Description

Document Validate the document against the specified translation

object to verify if the document is compliant with the standard and translate from EDI to print or application format.

Transaction Remove the EDI-specific enveloping around a single

document.

Group Remove the EDI-specific enveloping around a set of

related transactions (the transactions do not have to be the same type).

3 - 15

Interchange Remove the EDI-specific enveloping around groups

destined for the same trading partner.

Gentran:Server for Windows User’s Guide Gentran:Server for Windows – November 2005

Page 52

3 - 16

Inbound Translation Object Dialog Box Using Partners

Diagram The following illustrates the Inbound Translation Object dialog box with the

Advanced options displayed:

Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide

Page 53

Using Partners Inbound Translation Object Dialog Box

3 - 17

Parts and

functions

The following lists the parts of the Inbound Translation Object dialog box and their functions:

Part Function

Turn Around/ Auto

Displays all turnaround document options. When a document is received, the turnaround document created is the natural response document that contains as many elements from the received document as possible.

Note

Select the Auto check box if you want the defined turnaround process to be automatic. If the Auto box is not selected, the received document will remain in the In Documents until it is selected for processing.

Export File/ Auto

Displays all registered Export translation objects relative to the Standard, Version, Transaction Set and Release defined by this relationship. This allows you to specify that when an EDI document is received, it will be exported into an output file.

Notes

◗ Select the Auto check box if you want the export file

created automatically upon receipt of the document. If the Auto box is not selected, the received document will remain in the In Documents until it is selected for processing.

◗ If the Export File Name is defined for this relationship,

each document can be exported individually to a unique file. If you use formatting characters in the file name, the document key changes for each document that is exported, the Process ID stays the same (for all documents exported from the same interchange), and the unique ID changes. Therefore, using the “document key” and “unique ID” special characters (defined below), a unique file name can be derived.

Reference

See Export File Name on page 3 - 18 for more information about these values.

Print Displays all print translation objects on the system for the

Standard, Version, Transaction Set, and Release defined by the relationship. The selected translation object will be used to print documents received from this partner.

(Continued on next page)

Gentran:Server for Windows User’s Guide Gentran:Server for Windows – November 2005

Page 54

3 - 18

Inbound Translation Object Dialog Box Using Partners

Part Function

Export File Name

Specify the name of the file to be created or appended to as a result of performing an export operation. This file name can contain a mix of alphanumeric characters and formatting characters, which are replaced by the translator with the runtime value they represent.

Formatting characters supported

%y (two-digit year) %Y (four-digit year) %m (abbreviated month name) %M (month as a decimal number) %d (abbreviated weekday name) %D (day of the month as a decimal number) %H (hour in 24-hour format) %N (minutes) %S (seconds) %K (document key) %P (process identifier) %U (unique number derived using the current time, export filename, process identifier, and the rand() function)

Note

The runtime file name is generated once per export.

Example

The following is an example of a runtime file name using formatting characters:

d:\GENSRVNT\exports\dockey%Kprocid%Puniqueid%U.dat

(Continued on next page)

Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide

Page 55

Using Partners Inbound Translation Object Dialog Box

Part Function

3 - 19

Export to Mailbox

Invokes the "Export to Mailbox" function, which delivers the output of an inbound translation to the Mailbox Server Manager. This allows the Mailbox Server Manager to act as a message broker responsible for delivering the data to its final destination.

Note

If you specified the Export File Name, it is still valid and will become the Attachment Filename. Formatting characters are still valid for the filename and could cause multiple attachments to be created if document key is used. For example, if the following filename is used:

d:\gensrvnt\exports\dockey%Kprocid%Puniqueid%U.dat

a new attachment is created for each document because the document key creates a unique name for each document processed.

To set up an export to a mailbox, you must complete the following components on the Inbound Translation Objects dialog box:

◗ In the Export File Name box, type the file name.

◗ Select the Export to Mailbox checkbox.

◗ From the Recipient Mailbox list, select the mailbox (the

Recipient E-mail Address is optional).

◗ In the Content Type/SubType box, type a content type

(content subtype is optional).

Use Partner Default Mailbox and

Specify if the output of the inbound translation is exported to the default mailbox and e-mail address configured for this partner.

E-mail Address

Recipient Mailbox/

Select the mailbox to which the output of an inbound translation is delivered.

New Mailbox

Or, click New Mailbox to display the Create New Mailbox wizard, which allows you to create a new mailbox.

Reference

See the Communications User's Guide for more information.

(Continued on next page)

Gentran:Server for Windows User’s Guide Gentran:Server for Windows – November 2005

Page 56

3 - 20

Inbound Translation Object Dialog Box Using Partners

Part Function

Recipient E-mail Address/

Edit Mailbox

Specify the e-mail address to which the output of an inbound translation is delivered.

Or, click Edit Mailbox to display the Create New Mailbox wizard, which allows you to edit the mailbox.

Reference

See the Communications User's Guide for more information.

Content Type/ SubType

Specify the content type/sub type of the message containing the output of the inbound translation.

Reference

See the Communications User's Guide for more information.

Application ID Specify the application identifier that indicates the

destination of the documents.

Application Alias Value

Specify criteria for this relationship definition that is used during the application import function.

Example

The application contains data that can generate either an invoice or a credit memo. Use one relationship definition for invoices and another for credit memos.

There is a box in the application that defines whether this is an invoice or a credit memo. The box will display CREDIT if a credit memo is created and INVOICE if an invoice is created. Type CREDIT in the Application Alias Value for the relationship defining the credit memo and type INVOICE for the invoice.

Note

This box is only used if you receive translation objects that are defined to use the Application Alias Value.

(Continued on next page)

Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide

Page 57

Using Partners Inbound Translation Object Dialog Box

Part Function

Import Select other translation objects associated with the

relationship, which gives you the capability to change the system behavior at the transaction and document translation level. This allows you to use translation objects that are as partner-specific as required and/or perform as many functions as required.

Note

You must select a translation object from the Import list if you have created a specific import translation object for this relationship and if you want to change the way the system behaves for this partner relationship. Import translation objects may not be appropriate for an Inbound Relationship.

Data Entry Select other translation objects associated with the

3 - 21

Note

You must select a translation object from the Data Entry list if you have created a specific data entry translation object for this relationship and if you want to change the way the system behaves for this partner relationship (e.g., if you want to change the formatted view of Inbound data).

Transaction Select other translation objects associated with the

Note

You must select a translation object from the Transaction list if you have created a specific Transaction Break translation object for this relationship and if you want to change the way the system behaves for this partner relationship.

(Continued on next page)

Gentran:Server for Windows User’s Guide Gentran:Server for Windows – November 2005

Page 58

3 - 22

Inbound Translation Object Dialog Box Using Partners

Part Function

Acknowledge Select other translation objects associated with the

Note

When the system reconciles an acknowledgement, it maps the acknowledgement to an internal file and then processes it. If you need the system to process acknowledgements differently, you should select an additional translation object from the Acknowledge list.

If the transaction set is an acknowledgement and you choose an Acknowledge additional translation object, the system will use the additional translation object in place of the export translation object for acknowledgement reconciliation.

Save Saves the modified information.

Exit Exits the Inbound Translation Object dialog box.

Advanced Toggles the display of the advanced options.

Help Displays Online Help.

Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide

Page 59

Using Partners Inbound Group Select Dialog Box

Inbound Group Select Dialog Box

Introduction The Inbound Group Select dialog box is used to select an existing functional

group definition to be associated with this relationship. It can also be used to initiate the definition of a new functional group or to modify or delete an existing definition. The groups available to you are determined by the version you selected on the Inbound Relationship dialog.

Note

Functional groups are required for ANSI X12, TDCC, and UCS standards, optional for EDIFACT and ODETTE, and not specified for TRADACOMS.

Diagram The following illustrates the Inbound Group Select dialog box:

3 - 23

Parts and

functions

Gentran:Server for Windows User’s Guide Gentran:Server for Windows – November 2005

The following lists the parts of the Inbound Group Select dialog box and their functions:

Part Function

Groups Displays all functional group definitions established for

this trading partner.

Select Selects the indicated functional group to be used with this

relationship.

Note

Select <none> if the standard you are using does not require groups and you do not want to use one.

Exit Exits the Inbound Group Select dialog box.

New Displays the Inbound Group Entry Dialog Box, which

allows you to create a new group.

(Continued on next page)

Page 60

3 - 24

Inbound Group Select Dialog Box Using Partners

Part Function

Edit Displays the Inbound Group Entry Dialog Box, which

allows you to edit the selected group.

Delete Removes the selected group from the system.

Help Displays Online Help.

Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide

Page 61

Using Partners Inbound Group Entry Dialog Box

Inbound Group Entry Dialog Box

Introduction The Inbound Group Entry dialog box is used to specify a functional group

definition.

Diagram The following illustrates the Inbound Group Entry dialog box with the Advanced

options displayed:

3 - 25

Parts and

functions

Gentran:Server for Windows User’s Guide Gentran:Server for Windows – November 2005

The following lists the parts of the Inbound Group Entry dialog box and their functions:

Part Function

Description Specify the name of the functional group description.

Standard Displays the EDI standard the system is using for this

relationship definition.

Version Displays the version of the EDI standard the system is

using for this relationship.

(Continued on next page)

Page 62

3 - 26

Inbound Group Entry Dialog Box Using Partners

Part Function

Functional Group IDSpecify the functional group. These identification boxes

are defined by each appropriate standards group to group like documents. The standard defines which functional group ID should be used with each document type. This is a mandatory box.

Examples

IN 810 X12 Invoice PO 850 X12 Purchase Order IG 830 UCS Invoice OG 875 UCS P. O. INVOIC EDIFACT INVOIC ORDERS EDIFACT ORDERS INVOIC Tradacoms INVOIC ORDERS Tradacoms ORDERS

This element is located in:

Sequence Checking

Last Used Group Control Number

ANSI X12: GS01 EDIFACT: UNG01 TRADACOMS:BAT

Specify if inbound sequence checking will be used and whether the type of sequence checking will be incremental or chronological. You can also indicate that the system must check for duplicate control numbers.

◗ None Do not use sequence checking.

◗ Duplicate Check for duplicate control numbers.

◗ Incremental The control number must be one

greater than the last number.

◗ Chronological The control number must be greater

than the last number.

Note

If the system detects duplicate control numbers or detects incremental or chronological control numbers that are out of sequence, those documents will be put in the ?In Documents.

Specifies a value that the system will use to sequence check the group control number. The number will be replaced by the group control number that the system receives. This box will initially be set to zero.

(Continued on next page)

Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide

Page 63

Using Partners Inbound Group Entry Dialog Box

Part Function

3 - 27

Acknowledge Group

Ack Translation Set ID

Group Transl. Obj.

Instructs the system to send a functional acknowledgement to this trading partner when you receive the group defined in this relationship. The default value for this box is not checked (do not expect an acknowledgement).

Note

This check box is dimmed (inactive) if the transaction set is an acknowledgement.

Select the acknowledgement you want generated for this group.

Example

ANSI X12 = 997 Functional Acknowledgement UCS/EDIA = 999 Acceptance/Rejection Advice EDIFACT = CNTRL

Select a partner-specific Group Break Map translation object if this trading partner group deviates from the normal system behavior. You must select a translation object from this list if you want the system to perform partner-specific grouping.

War ning

We strongly recommend that you do not change the translation objects in the Group Transl. Obj. and Acknowledge Transl. Obj. lists, unless you have a specific reason for doing so.

(Continued on next page)

Gentran:Server for Windows User’s Guide Gentran:Server for Windows – November 2005

Page 64

3 - 28

Inbound Group Entry Dialog Box Using Partners

Part Function

Acknowledge Transl. Obj.

Select an Acknowledgement Break Map if one exists on the system.

Note

You must select a translation object from the Acknowledge Transl. Obj. list if you have created a specific translation object for this relationship and if you want to change the way the system behaves for this partner group. When the system reconciles an acknowledgement, it maps the acknowledgement to an internal file and then processes it. If you need the system to process acknowledgements differently, you should select an additional translation object from the Acknowledge list.

War ning

We strongly recommend that you do not change the translation objects in the Group Transl. Obj. and Acknowledge Transl. lists, unless you have a specific reason for doing so.

Save Saves the modified information.

Exit Exits the Inbound Group Entry dialog box.

Advanced Toggles the display of the advanced options.

Help Displays Online Help.

Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide

Page 65

Using Partners Inbound Interchange Select Dialog Box

Inbound Interchange Select Dialog Box

Introduction The Inbound Interchanges Select dialog box is used to select an existing

interchange definition to be associated with this relationship. You can also use it to initiate the definition of a new interchange or to modify or delete an existing definition. The interchanges available to you are determined by the version you selected on the Inbound Relationships dialog. Interchanges are required for EDIFACT, ODETTE, TRADACOMS, and UCS, and optional for ANSI X12 and TDCC.

Diagram The following illustrates the Inbound Interchange Select dialog box:

3 - 29

Parts and

functions

The following lists the parts of the Inbound Interchange Select dialog box and their functions:

Part Function

Interchanges Displays all Interchange definitions established for this

trading partner.

Select Selects the indicated interchange to be used with this

relationship.

Note

Select <none> if the standard you are using does not require interchanges and you do not want to use one.

Exit Exits the Inbound Interchange Select dialog box.

New Displays the Inbound Interchange Entry Dialog Box,

which allows you to create a new interchange.

(Continued on next page)

Gentran:Server for Windows User’s Guide Gentran:Server for Windows – November 2005

Page 66

3 - 30

Inbound Interchange Select Dialog Box Using Partners

Part Function

Edit Displays the Inbound Interchange Entry Dialog Box,

which allows you to edit the selected interchange.

Delete Removes the selected interchange from the system.

Help Displays Online Help.

Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide

Page 67

Using Partners Inbound Interchange Entry Dialog Box

Inbound Interchange Entry Dialog Box

Introduction The Inbound Interchange Entry dialog box is used to specify a new interchange

definition.

Note

EDIFACT version 4 defines the infrastructure necessary to support the creation (and processing) of interchanges that have been encoded using a character set other than 8-bit ASCII. Gentran:Server for Windows supports the processing of an encoded interchange as long as the encoding of the interchange matches the default code page of the operating system where Gentran:Server is running.

Diagram The following illustrates the Inbound Interchange Entry dialog box with the

Advanced options displayed:

3 - 31

Gentran:Server for Windows User’s Guide Gentran:Server for Windows – November 2005

Page 68

3 - 32

Inbound Interchange Entry Dialog Box Using Partners

Parts and

functions

The following lists the parts of the Inbound Interchange Entry dialog box and their functions:

Part Function

Description Contains the name of the interchange description.

Standard Displays the EDI standard the system is using for this

relationship definition.

Version Displays the version of the EDI standard the system is

using for this relationship.

Interchange ID Select the type of interchange. The standard defines which

interchange ID should be used with each standard. This is a mandatory box.

Example

ANSI X12 - ISA

-ICS UCS - BG EDIFACT - UNB Tradacoms - STX

Sequence Checking

Specify if the system will use sequence checking and whether the sequence checking will be incremental or chronological. You can also indicate that the system must check for duplicate control numbers.

◗ None Do not use sequence checking.

◗ Duplicate Check for duplicate control numbers.

◗ Incremental The control number must be one

greater than the last number.

◗ Chronological The control number must be greater

than the last number.

Note

If the system detects duplicate control numbers or detects incremental or chronological control numbers that are out of sequence, those documents will be put in the ?In Documents.

(Continued on next page)

Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide

Page 69

Using Partners Inbound Interchange Entry Dialog Box

Part Function

3 - 33

Last Used Control Number

Acknowledge Interchange

Ack Translation Set ID

Interchange Transl. Obj.

Specifies a value that will be used to sequence check the next interchange control number. The number will be replaced by the control number on the last interchange received. This box will initially be set to zero.

Note

This box is disabled if Sequence Checking is None.

Instructs the system to send a functional acknowledgement to this trading partner when you receive the interchange set defined in this relationship. The default value for this box is not checked (do not expect an acknowledgement).

Select the acknowledgement you want generated for this interchange.

Example

ANSI X12 = 997 Functional Acknowledgement UCS/EDIA = 999 Acceptance/Rejection Advice EDIFACT = CNTRL

Select a partner-specific Interchange Break Map translation object if this trading partner interchange deviates from the normal system behavior. You must select a translation object from this list if you want the system to perform partner-specific interchanging.

War ning

We strongly recommend that you do not change the translation objects in the Interchange Transl. Obj. and Acknowledge Transl. Obj. lists, unless you have a specific reason for doing so.

(Continued on next page)

Gentran:Server for Windows User’s Guide Gentran:Server for Windows – November 2005

Page 70

3 - 34

Inbound Interchange Entry Dialog Box Using Partners

Part Function

Acknowledge Transl. Obj.

Select an Acknowledgement Break Map if one exists on the system.

You must select a translation object from the Acknowledge Transl. Obj. list if you have created a specific translation object for this relationship and if you want to change the way the system behaves for this partner interchange. When the system reconciles an acknowledgement, it maps the acknowledgement to an internal file and then processes it. If you need the system to process acknowledgements differently, you should select an additional translation object from the Acknowledge list.

War ning

We strongly recommend that you do not change the translation objects in the Interchange Transl. Obj. and Acknowledge Transl. Obj. lists, unless you have a specific reason for doing so.

Save Saves the modified information.

Exit Exits the Inbound Interchange Entry dialog box.

Advanced Toggles the display of the advanced options.

Help Displays Online Help.

Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide

Page 71

Using Partners Outbound Relationship Dialog Box

Outbound Relationship Dialog Box

Introduction Outbound relationships define the parameters needed to send an EDI document to

a trading partner. The Outbound Relationship dialog box controls other subordinate dialogs that allow you to define everything that is necessary to establish the relationship.

You are required to specify exactly which document the system sends. You must also specify which translation objects will be used to define the data entry dialogs, import rules, or printing requirements. In addition, you need to define the specific EDI-enveloping requirements that you agreed on with your trading partner.

Diagram The following illustrates the Outbound Relationship dialog box with the

Advanced options displayed:

3 - 35

Gentran:Server for Windows User’s Guide Gentran:Server for Windows – November 2005

Page 72

3 - 36

Outbound Relationship Dialog Box Using Partners

Parts and

functions

The following lists the parts of the Outbound Relationship dialog box and their functions:

Part Function

Relationship

Select the relationship description.

Description

Standard Specifies the EDI standard to be used in this

relationship.

Note

Only standards for which you have existing translation objects are displayed. This box cannot be changed for an existing relationship. Selection of this box is mandatory.

Valid values

◗ A-TRADACOMS ◗ C-CII ◗ D-NCPDP ◗ E-EDIFACT ◗ O-ODETTE ◗ P-OTHER ◗ R-ROSETTANET ◗ T-T DC C ◗ U-UCS ◗ V-V DA ◗ X-X12

Version Select the EDI standard version to be used in this

relationship.

Note

Transaction Set Select the transaction set to be used in this relationship.

Note

(Continued on next page)

Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide

Page 73

Using Partners Outbound Relationship Dialog Box

Part Function

Release Select the release number to be used in this relationship.

Note

Only releases for the selected transaction set for which you have existing translation objects will be displayed. This box is currently only used for messages defined in the TRADACOMS standard. Selection of this box is mandatory for all TRADACOMS messages.

Groups Accesses the Outbound Group Select Dialog Box.

Interchanges Accesses the Outbound Interchange Select Dialog Box.

3 - 37

Last Used Control Number

Specify a value that will be used to generate the next transaction set control number or message reference. The number generated will always be one more than the number in this box. Initially, this box will be set to zero.

Expect Acknowledgement

Instructs the system to expect a functional acknowledgement to be received from this trading partner as a result of your partner receiving the transaction set (message) defined in this relationship. The default value for this box is not checked (do not expect an acknowledgement).

Hours Overdue Defines how many hours must elapse before an

expected functional acknowledgement is considered overdue. This box is only valid if the Expect Acknowledgement box is checked. The default value for this box is “48,” indicating that the acknowledgement will be considered overdue in two days. If you enter a value of zero in this box, the acknowledgement will be immediately considered overdue.

Note

This box is disabled if Expect Acknowledgement is not checked.

(Continued on next page)

Gentran:Server for Windows User’s Guide Gentran:Server for Windows – November 2005

Page 74

3 - 38

Outbound Relationship Dialog Box Using Partners

Part Function

Duplicate Documents

Instructs the system to check for duplicate document names.

Notes

◗ If you manually import documents into the

Workspace, this function checks for duplicate documents. Duplicate documents remain in the Workspace until they are deleted. If you try to move or post a duplicate document, a warning message is displayed. If you use the Process Control import feature to import documents, the duplicate document is located in ?Out Documents.

◗ If duplicate document checking is activated for a

relationship, the translation object used in this relationship must update the document name via a standard or extended rule.

Reference

See the Application Integration User's Guide for more information about using standard and extended rules.

Test Indicator Specify if this relationship definition is in test or

production mode. The default value is production.

Save Saves the modified information.

Exit Exits the Outbound Relationship dialog box.

New Accesses the New Outbound Relationship dialog box,

which allows you to create a new relationship.

Delete Removes the specified outbound relationship from the

system.

Transl at ion Accesses the Outbound Translation Object Dialog Box.

Envelope Accesses one of the following Outbound Envelope

dialog boxes depending on which version you specified:

◗ Outbound UNH Envelope

◗ Outbound MHD Envelope

◗ Outbound ST Envelope

Reference

Refer to the Partner Editor online help for specific information about the envelope dialog boxes.

(Continued on next page)

Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide

Page 75

Using Partners Outbound Relationship Dialog Box

Part Function

Advanced Toggles the display of the advanced options.

Help Displays Online Help.

3 - 39

Gentran:Server for Windows User’s Guide Gentran:Server for Windows – November 2005

Page 76

3 - 40

Outbound Translation Object Dialog Box Using Partners

Outbound Translation Object Dialog Box

Introduction The Outbound Translation Objects dialog box is used to specify which translation

objects are used to process the data defined by this relationship.

The following lists the outbound translation levels (from the lowest level up):

Translation Level Description

Document Translate from import format or data entry to EDI.

Transaction Build the EDI-specific enveloping around a single

document.

Group Build the EDI-specific enveloping around a set of

related transactions (the transactions do not have to be the same type).

Interchange Build the EDI-specific enveloping around groups

destined for the same trading partner.

Diagram The following illustrates the Outbound Translation Object dialog box with the

Advanced options displayed:

Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide

Page 77

Using Partners Outbound Translation Object Dialog Box

3 - 41

Parts and

functions

The following lists the parts of the Outbound Translation Object dialog box and their functions:

Part Function

Import Displays all import translation objects in the system for the

Standard, Version, Transaction Set, and Release defined by the relationship.

Print Displays all print translation objects in the system for the

Standard, Version, Transaction Set, and Release defined by the relationship. The selected translation object will be used to print documents sent to this partner.

Data Entry Displays all screen entry translation objects in the system

for the Standard, Version, Transaction Set, and Release defined by the relationship.

Application ID Specify the application identifier that indicates the

destination of the documents.

Application Alias Va l ue

Specify the criteria for this relationship definition, which will be used during the application import function.

Example

The application contains data that can generate either an invoice or a credit memo. Use one relationship definition for invoices and another for credit memos.

Note

This box will only be used if you receive translation objects that are defined to use the Application Alias Value.

(Continued on next page)

Gentran:Server for Windows User’s Guide Gentran:Server for Windows – November 2005

Page 78

3 - 42

Outbound Translation Object Dialog Box Using Partners

Part Function

TurnAround Select other translation objects associated with the

You must select a translation object from the TurnAround list if you have created a specific turnaround translation object for this relationship and if you want to change the way the system behaves for this partner relationship.

Note

TurnAround translation objects may not be appropriate for an Outbound Relationship.

Export Select other translation objects associated with the

You must select a translation object from the Export list if you have created a specific export translation object for this relationship and if you want to change the way the system behaves for this partner relationship. Export translation objects are used to export an outbound document to a file.

Transaction Select other translation objects associated with the

You must select a translation object from the Transaction list if you have created a specific Transaction Build translation object for this relationship and if you want to change the way the system behaves for this partner relationship.

(Continued on next page)

Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide

Page 79

Using Partners Outbound Translation Object Dialog Box

Part Function

Acknowledge Select other translation objects associated with the

You must select a translation object from the Acknowledge list if you have created a specific translation object for this relationship and if you want to change the way the system behaves for this partner relationship. When the system generates an acknowledgement, it writes the acknowledgement to an internal file containing the acknowledgement details and then maps that internal file. If you need the system to process acknowledgements differently, you should select an additional translation object from the Acknowledge list.

3 - 43

Save Saves the modified information.

Exit Exits the Outbound Translation Object dialog box.

Advanced Toggles the display of the advanced options.

Help Displays Online Help.

Gentran:Server for Windows User’s Guide Gentran:Server for Windows – November 2005

Page 80

3 - 44

Outbound Group Select Dialog Box Using Partners

Outbound Group Select Dialog Box

Introduction The Outbound Group Select dialog box is used to select an existing functional

group definition to be associated with this relationship. You can also use it to initiate the definition of a new functional group or to modify or delete an existing definition. The groups that are available to you are determined by the version you selected on the Outbound Relationship dialog box.

Functional groups are required for ANSI X12, TDCC, and UCS standards, are optional for EDIFACT and ODETTE, and are not specified for TRADACOMS.

Diagram The following illustrates the Outbound Group Select dialog box:

Parts and

functions

Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide

The following lists the parts of the Outbound Group Select dialog box and their functions:

Part Function

Groups Displays all functional group definitions established for

this trading partner.

Select Selects the indicated functional group as the one the

system uses for this relationship.

Exit Exits the Outbound Group Select dialog box.

New Displays the Outbound Group Entry Dialog Box, which

allows you to create a new group.

Edit Displays the Outbound Group Entry Dialog Box, which

allows you to edit the selected group.

Delete Removes the selected group from the system.

Help Displays Online Help.

Page 81

Using Partners Outbound Group Entry Dialog Box

Outbound Group Entry Dialog Box

Introduction The Outbound Group Entry dialog box is used to specify a new functional group

definition.

Diagram The following illustrates the Outbound Group Entry dialog box with the

Advanced options displayed:

3 - 45

Parts and

functions

Gentran:Server for Windows User’s Guide Gentran:Server for Windows – November 2005

The following lists the parts of the Outbound Group Entry dialog box and their functions:

Part Function

Description Specify the name of the functional group description.

Standard Displays the EDI standard the system is using for this

relationship definition.

(Continued on next page)

Page 82

3 - 46

Outbound Group Entry Dialog Box Using Partners

Part Function

Version Displays the version of the EDI standard the system is

using for this relationship.

Functional Group IDSpecifies the functional group. These identification boxes

are defined by each appropriate standards group to group like documents. The standard defines which functional group ID should be used with each document type. This is a mandatory box.

Examples

IN 810 X12 Invoice PO 850 X12 Purchase Order IG 830 UCS Invoice OG 875 UCS P. O. INVOIC EDIFACT INVOIC ORDERS EDIFACT ORDERS INVOIC Tradacoms INVOIC ORDERS Tradacoms ORDERS

Last Used Group Control Number

Expect Acknowledgement

This element is located in:

ANSI X12: GS01 EDIFACT: UNG01 TRADACOMS:BAT

Specify a value that is used to generate the next interchange control number. The number generated will always be one more than the number in this box. This box will initially be set to zero.

Note

To ensure that functional acknowledgements work correctly, you must define a unique control number for each group relationship that exists for the same partner relationship.

Instruct the system to expect a functional acknowledgement to be received from this trading partner as a result of your partner receiving the group defined in this relationship. The default value for this box is not checked (do not expect an acknowledgement).

(Continued on next page)

Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide

Page 83

Using Partners Outbound Group Entry Dialog Box

Part Function

Hours Overdue Specify how many hours must elapse before an expected

functional acknowledgement is considered overdue. This box is only valid if the Expect Acknowledgement box is checked. The default value for this box is “48,” indicating that the acknowledgement will be considered overdue in two days. If you enter a value of “0” (zero) in this box, the acknowledgement will be immediately considered overdue.

Note

This box is disabled if Expect Acknowledgement is not checked.

3 - 47

Sequence From Group

Last Used Control Number

Specify if the transaction set control number options for this group setup should be controlled at the group level. If this box is not checked, the following two fields are disabled.

Specify a value that will be used to generate the next transaction set control number for the sets defined within this functional group. The number generated will always be one more than the number in this box. This box will initially be set to zero.

Note

This box is disabled if Sequence From Group is not checked.

(Continued on next page)

Gentran:Server for Windows User’s Guide Gentran:Server for Windows – November 2005

Page 84

3 - 48

Outbound Group Entry Dialog Box Using Partners

Part Function

Format Select the format of the transaction set control number that

will be generated:

Normal The number will be generated by incrementing the

last used control number. The length of the number will be defined by the standard.

6/3 The number will be a composite of two numbers.

The first six digits are the last six digits of the functional group control number. The last three digits are a counter beginning at “1” within the functional group. Use this format only as instructed by your trading partner.

5/4 The number will be a composite of two numbers.

The first five digits are the last five digits of the functional group control number. The last four digits are a counter beginning at “1” within the functional group. This is the normal TDCC numbering convention. It is used by the Motor, Rail, and Ocean transportation industries.

Group Transl. Obj.

5/3 The number will be a composite of two numbers.

The first five digits are the last five digits of the functional group control number. The last three digits are a counter beginning at “1” within the functional group. This is the normal UCS convention, which is used by the Grocery and Warehousing industries.

Note

This box is disabled if Sequence From Group is not checked.

Select a partner-specific Group Build Map translation object if this trading partner group deviates from the normal system behavior. You must select a translation object from this list if you want the system to perform partner-specific grouping.

War ning

We strongly recommend that you do not change the translation objects in the Group Transl. Obj. and Acknowledge Transl. Obj. lists, unless you have a specific reason for doing so.

(Continued on next page)

Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide

Page 85

Using Partners Outbound Group Entry Dialog Box

Part Function

3 - 49

Acknowledge Transl. Obj.

Select an Acknowledgement Build Map if one exists on the system.

War ning

We strongly recommend that you do not change the translation objects in the Group Transl. Obj. and Acknowledge Transl. Obj. lists, unless you have a specific reason for doing so.

Save Saves the modified information.

Exit Exits the Outbound Group Entry dialog box.

Envelope Accesses one of the following Outbound Functional Group

Envelope dialog boxes depending on which version you specified on the Outbound Relationship Dialog Box:

◗ Outbound GS Functional Group

◗ Outbound UNG Functional Group

◗ Outbound BAT Functional Group

Reference

Refer to the Partner Editor online help for specific information about the envelope dialog boxes.

Advanced Toggles the display of the advanced options.

Help Displays Online Help.

Gentran:Server for Windows User’s Guide Gentran:Server for Windows – November 2005

Page 86

3 - 50

Outbound Interchange Select Dialog Box Using Partners

Outbound Interchange Select Dialog Box

Introduction The Outbound Interchange Select dialog box is used to select an existing

interchange definition to be associated with this relationship. It can also be used to initiate the definition of a new interchange, or to modify or delete an existing definition. The interchanges available to you are determined by the version you selected on the Outbound Relationship dialog box. Interchanges are required for EDIFACT, ODETTE, TRADACOMS, and UCS, and are optional for ANSI X12 and TDCC.

Diagram The following illustrates the Outbound Interchange Select dialog box:

Parts and

functions

Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide

The following lists the parts of the Outbound Interchange Select dialog box and their functions:

Part Function

Interchanges Displays all interchange definitions established for this

trading partner.

Select Selects the indicated interchange to be used with this

relationship.

Note

Select <none> if the standard you are using does not require interchanges and you do not want to use one.

Exit Exits the Inbound Interchange Select dialog box.

New Displays the Outbound Interchange Entry Dialog Box,

which allows you to create a new interchange.

(Continued on next page)

Page 87

Using Partners Outbound Interchange Select Dialog Box

Part Function

Edit Displays the Outbound Interchange Entry Dialog Box,

which allows you to edit the selected interchange.

Delete Removes the selected interchange from the system.

Help Displays Online Help.

3 - 51

Gentran:Server for Windows User’s Guide Gentran:Server for Windows – November 2005

Page 88

3 - 52

Outbound Interchange Entry Dialog Box Using Partners

Outbound Interchange Entry Dialog Box

Introduction The Outbound Interchange Entry dialog box is used to specify a new interchange

definition.

Note

Diagram The following illustrates the Outbound Interchange Entry dialog box with the

Advanced options displayed:

Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide

Page 89

Using Partners Outbound Interchange Entry Dialog Box

3 - 53

Parts and

functions

The following lists the parts of the Outbound Interchange Entry dialog box and their functions:

Part Function

Description Displays the name of the interchange description.

Standard Displays the EDI standard the system is using for this

relationship definition.

Version Displays the version of the EDI standard the system is

using for this relationship.

Interchange ID Displays the type of interchange you specified. The

standard defines which interchange ID should be used with each standard. This is a mandatory box.

Example

ANSI X12 - ISA

ICS UCS - BG EDIFACT - UNB Tradacoms - STX

Use the default Mailbox and E-mail Address

Specify that the system will use the default Mailbox and E-mail address specified on the Partner Definition (New/ Edit) Dialog Box.

Mailbox/

New Mailbox

Specify a mailbox to use to identify this partner for RosettaNet relationships.

Or, click New Mailbox to display the Create New Mailbox wizard, which allows you to create a new mailbox.

Reference

See the Communications User’s Guide for more information.

E-mail Address/

Edit Mailbox

Specify an e-mail address to identify this partner for RosettaNet relationships.

Or, click Edit Mailbox to display the Mailbox Properties dialog box, which allows you to edit the mailbox.

Reference

See the Communications User’s Guide for more information.

Content Type Specify the content type of the interchange.

(Continued on next page)

Gentran:Server for Windows User’s Guide Gentran:Server for Windows – November 2005

Page 90

3 - 54

Outbound Interchange Entry Dialog Box Using Partners

Part Function

Set Max Number of Documents per

Instruct the system to only allow the specified maximum number of documents per interchange for this relationship.

Interchange

Max Number of Documents per

Specify the maximum number of documents allowed per interchange for this relationship.

Interchange

Last Used Control Number

Specify a value that will be used to generate the next interchange control number. The number generated is always one more than the number in this box. Initially, this box will be set to zero.

Expect Acknowledgement

Instruct the system to expect a functional acknowledgement to be received from this trading partner as a result of your partner receiving the interchange set defined in this relationship. The default value for this box is not checked (do not expect an acknowledgement).

Hours Overdue Specify how many hours must elapse before an expected

functional acknowledgement is considered overdue. This box is only valid if the Expect Acknowledgement box is checked. The default value for this box is “48,” indicating that the acknowledgement will be considered overdue in two days. If you enter a value of zero in this box, the acknowledgement will be immediately considered overdue.

Note

This box is disabled if Expect Acknowledgement is not checked.

Interchange Transl. Obj.

Select a partner-specific Interchange Build Map translation object if this trading partner interchange deviates from the normal system behavior. You must select a translation object from this list if you want the system to perform partner-specific interchanging.

War ning

We strongly recommend that you do not change the translation objects in the Interchange Transl. Obj. and Acknowledge Transl. Obj. lists, unless you have a specific reason for doing so.

(Continued on next page)

Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide

Page 91

Using Partners Outbound Interchange Entry Dialog Box

Part Function

3 - 55

Acknowledge Transl. Obj.

Select an Acknowledgement Build Map if one exists on the system.

You must select a translation object from the Acknowledge Transl. Obj. list if you have created a specific translation object for this relationship and if you want to change the way the system behaves for this partner interchange. When the system reconciles an acknowledgement, it maps the acknowledgement to an internal file and then processes it. If you need the system to process acknowledgements differently, you should select an additional translation object from the Acknowledge list.

War ning

We strongly recommend that you do not change the translation objects in the Interchange Transl. Obj. and Acknowledge Transl. Obj. lists, unless you have a specific reason for doing so.

Save Saves the modified information.

Exit Exits the Outbound Interchange Entry dialog box.

Envelope Accesses one of the following Outbound Interchange

Envelope dialog boxes depending on which version you specified on the Outbound Relationship Dialog Box:

◗ Outbound ISA Envelope

◗ Outbound ICS Envelope

◗ Outbound BG Envelope

◗ Outbound UNB Envelope

◗ Outbound UNA Envelope

◗ Outbound STX Envelope

◗ Outbound VDA Envelope

◗ Outbound NCPDP Envelope

◗ Outbound Envelope PIP Initiation

Reference

Refer to the Partner Editor online help for specific information about the envelope dialog boxes.

Advanced Toggles the display of the advanced options.

Help Displays Online Help.

Gentran:Server for Windows User’s Guide Gentran:Server for Windows – November 2005

Page 92

3 - 56

Creating a Partner Definition Using Partners

Creating a Partner Definition

Introduction The partner definition contains the basic information about the trading partner that

the system needs before you define the rest of the partner profile.

Prerequisite

knowledge

Before setting up a new partner definition, you must have the following information:

◗ The communication profile name you use to communicate with this partner

◗ The EDI code for this partner

◗ The application code used to identify this partner in the import file

This application code is needed only if the transactions are processed using the file Import facility.

Procedure To create a partner definition, complete the following steps:

Step Action

From the Tools menu, select Partner Editor.

System Response

The system displays the Partner Editor Dialog Box.

Click New.

System response

The system displays the Partner Definition (New/Edit) Dialog Box.

In the Profile ID box, type a unique alphanumeric Profile ID for this partner.

Note

Do not use special characters.

In the Name box, type the partner name.

In the EDI Code box, type the EDI identifier for this partner.

Note

The system uses this identifier during inbound processing to select the correct partner.

(Continued on next page)

Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide

Page 93

Using Partners Creating a Partner Definition

Step Action

3 - 57

If necessary, in the Application Code box, type an application code to identify this partner.

Note

The system uses this identifier during outbound import processing, to select the correct partner.

◗ Select the appropriate mailbox from the Default Mailbox list.

◗ Click New Mailbox to create a new mailbox.

Note

See the Communications User’s Guide for more information about creating mailboxes.

After you enter all the partner definition information, click Save.

Click Exit to return to the Partner Editor dialog box.

Note

To complete the partner profile, you need to define an inbound or outbound relationship or both.

◗ If you are receiving and processing information from this trading

partner, you need to define an appropriate inbound relationship established.

◗ If you are sending information to this trading partner, you need to

define an outbound relationship.

Gentran:Server for Windows User’s Guide Gentran:Server for Windows – November 2005

Page 94

3 - 58

Creating an Inbound Relationship Using Partners

Creating an Inbound Relationship

Introduction To correctly receive and process information from a trading partner, you must

have an appropriate inbound relationship established that defines the parameters needed to receive data files from that partner. Each inbound relationship defines which business documents are received from a partner.

Necessary

parameters

Translation

objects

Inbound groups

and interchanges

You must set up several parameters that are used to create an inbound relationship. These parameters tell the system the following information:

◗ The type of data received

◗ The criteria the system uses to validate the information it receives

◗ The functional groups and interchanges in which you expect to receive the

documents

Each inbound relationship must have one or more associated inbound translation objects. These translation objects determine how the received data is processed. You need to specify which translation objects are used to define the rules for exporting, printing, and creating turnaround documents. At a minimum, one translation object must be available.

Note

If this relationship requires a new translation object, you must register that translation object with the system before creating the inbound relationship. See Registering New Translation Objects on page 2 - 7 for instructions.

You must define or select an inbound interchange and/or inbound functional group before the system allows you to complete the setup of an inbound relationship. The inbound functional group defines the format of the functional group and the parameters that should be used to verify it. The inbound interchange defines the format of the interchange and the parameters that should be used to verify it.

However, for some transactions, the functional group or interchange is optional and if your trading partner has chosen not to use it then it is not necessary for you to select one. Refer to the following standards to determine whether or not you are required to select an inbound functional group or interchange:

◗ For some ANSI X12 documents, the interchange is optional and the

functional group is required. However, for most documents, both an interchange and functional group are required.

◗ For TDCC, the interchange is optional and the functional group is required.

(Continued on next page)

Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide

Page 95

Using Partners Creating an Inbound Relationship

3 - 59

Inbound groups

and interchanges

(contd)

◗ For UCS, the interchange is required and the functional group is also

required.

◗ For EDIFACT, the interchange is required and the functional group is

optional.

◗ For ODETTE, the interchange is required and the functional group is

optional.

◗ For TRADACOMS, the Interchange is required and there is no functional

group.

Note

If you do not want to use an optional functional group or interchange, you must still select <none> from the appropriate dialog box to alert the system that you are not using a group.

Before you begin Before setting up an inbound relationship, you must know the following

information to plan the implementation of this partner:

◗ The EDI standard you expect from this trading partner (such as ANSI)

◗ The standard version you expect from this trading partner (such as 003020 for

ANSI or 090001 for EDIFACT)

◗ The code for the transaction set you expect from this trading partner (such as

““INVOIC” for an EDIFACT invoice)

◗ The type of functional group and interchange the transaction set is wrapped in

when it is received from this partner

Inbound

relationship

dialog box

After you complete your implementation planning for this partner, you can set up the inbound relationship by using the Inbound Relationship dialog box. The Inbound Relationship dialog box controls other subordinate dialog boxes, where you define everything that is necessary to establish the relationship.

Process of

The following describes the process for defining an inbound relationship:

defining an

inbound

relationship

Gentran:Server for Windows User’s Guide Gentran:Server for Windows – November 2005

Stage Description

Create a new inbound relationship.

Create and register the inbound translation object to be used with this relationship.

Reference

See the Application Integration User’s Guide for more information about creating a translation object. Also see Registering New Translation Objects on page 2 - 7 for more information.

(Continued on next page)

Page 96

3 - 60

Creating an Inbound Relationship Using Partners

Stage Description

Select at least one inbound translation object.

Create and select at least one inbound group to define how the document is received from this partner.

Note

Depending on the standards you are using, either the functional group or interchange may be optional. (See Inbound groups and interchanges on page 3 - 58 to determine what is optional for the standard you are using.)

Create and select at least one inbound interchange to define how the document is received from this partner.

Note

If you are generating functional acknowledgements as a result of receiving documents for an inbound relationship, you must set up the corresponding outbound relationship to generate the acknowledgements your partner requests.

Reference

See Creating an Outbound Relationship on page 3 - 66 for more information.

Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide

Page 97

Using Partners Creating an Inbound Relationship

Procedure To create an inbound relationship, complete the following steps:

Step Action

Creating a new inbound relationship

3 - 61

From the Tools menu, select Partner Editor.

System Response

The system displays the Partner Editor Dialog Box.

◗ Select the partner profile for which you want to create an

inbound relationship.

◗ Click Inbound.

System response

The system displays the Inbound Relationship Dialog Box.

Note

You must have already created a partner definition for this partner.

Reference

See Creating a Partner Definition on page 3 - 56 for more information.

Click New.

System response

The system displays the New Inbound Relationship dialog box.

In the description box, type a unique relationship name (such as Inbound Invoice).

Click Save.

System response

The system creates an inbound relationship and returns to the Inbound Relationship dialog box.

(Continued on next page)

Gentran:Server for Windows User’s Guide Gentran:Server for Windows – November 2005

Page 98

3 - 62

Creating an Inbound Relationship Using Partners

Step Action

From the appropriate drop-down lists on the Inbound Relationship dialog box, select the following:

◗ Standard

◗ Ve r si o n

◗ Transaction Set

◗ Release (for TRADACOMS only)

Notes

◗ The contents of these lists are displayed from the translation

objects registered in Gentran:Server. For example, if there are no translation objects for ANSI X12 version 003040 registered with Gentran, you will not be able to select that version on this dialog box.

◗ The information required for this dialog box should be provided

to you by your trading partner when this partner defines the details of the transactions they send you.

If you need to define parameters to comply with the processing needs of your partner (such as Sequence Checking, Last Used Control, Duplicate Documents, or Generate Acknowledgement), click

Advanced.

System response

The system displays the Advanced fields on the Inbound Relationship dialog box.

Selecting an inbound translation object

On the Inbound Relationship dialog box, click Translation .

System response

The system displays the Inbound Translation Object Dialog Box.

From the drop-down lists, select the translation objects required for this inbound relationship.

Note

◗ The lists display all translation objects registered in the system

that are appropriate for the type of translation object (such as Export or Print) and the transaction set.

◗ If there are no translation objects displayed in the drop-down

lists, no translation objects of that type are registered for the version of the document defined in the relationship.

(Continued on next page)

Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide

Page 99

Using Partners Creating an Inbound Relationship

Step Action

3 - 63

If you selected an Export File translation object and you want to export to a specific file, type the universal naming convention (UNC) name of that file in the Export File Name box.

Do you want to use the “Export to Mailbox” function to specify a mailbox and E-mail address so the output of the inbound translation object can be delivered directly back to the Mailbox Server Manager?

◗ If yes, select Export to Mailbox and complete the appropriate

boxes. Continue with the next step.

Reference

See Inbound Translation Object Dialog Box on page 3 - 15 for more information.

◗ If no, continue with the next step.

Click Save to save your selections and return to the Inbound Relationship dialog box.

Selecting an inbound functional group

On the Inbound Relationship dialog box, click Groups to display a list of existing groups.

System response

The system displays the Inbound Group Select Dialog Box.

Is the required group in the Groups list?

◗ If yes, select the group. Or, if you are not using groups, select

<none>.

Then, click Select. Continue with Selecting an inbound interchange on page 3 - 64.

System response

This action selects the highlighted group and returns you to the Inbound Relationship dialog box.

◗ If no, continue with the next step to create the group.

On the Inbound Group Select dialog box, click New.

System response

The system displays the Inbound Group Entry Dialog Box.

In the Description box, type the group description.

(Continued on next page)

Gentran:Server for Windows User’s Guide Gentran:Server for Windows – November 2005

Page 100

3 - 64

Creating an Inbound Relationship Using Partners

Step Action

In the Functional Group ID box, type the identification of the functional group you are specifying.

Note

The EDI standards define which functional group ID should be used for each type of document.

If you have more complex requirements for processing the functional group, click Advanced to display the full list of functional group setup options.

System response

The system displays the Advanced fields on the Inbound Group Entry dialog box.

After you set up the required parameters in this dialog box, click Save to store the information and return to the Inbound Group Select dialog box.

◗ Highlight the new group.

◗ Click Select.

System response

Selects the group and returns to the Inbound Relationship dialog box.

Selecting an inbound interchange

On the Inbound Relationship dialog box, click Interchanges to display a list of existing interchanges.

System response

The system displays the Inbound Interchange Select Dialog Box.

Is the required interchange in the Interchanges list?

◗ If yes, select the group. Or, if you are not using groups, select

<none>.

Then, click Select. Continue with Finalizing the inbound relationship on page 3 - 65.

System response

This action selects the highlighted interchange and returns you to the Inbound Relationship dialog box.

◗ If no, continue with the next step to create the interchange.

(Continued on next page)

Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide

GenTran Server for Windows User Manual

Table of Contents

About this Guide

Contents ◗ Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .viii

Introduction

Welcome Welcome to Gentran:Server

What’s in this Manual

Introduction This manual is intended to support the online Help by assisting you in performing

Intended audience

Online Help The majority of the documentation for Gentran:Server is contained in the Online

Getting Support

Introduction The Sterling Commerce Gentran:Server software is supported by trained product

Phone number For assistance, please refer to the Getting Started Guide to determine which

Documentation The Customer Support Web site contains a documentation library, which contains

Getting Started

Contents ◗ Introducing Gentran:Server for Windows . . . . . . . . . . . . . . . . . . .1 - 2

Introducing Gentran:Server for Windows

Overview Gentran:Server for Windows is a combined data translation, process control, and

Database The database is the relational database that Gentran:Server uses to store system

System data store The system data store serves as the repository of all shared Gentran:Server data.

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:

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:

Navigating in Gentran:Server

Overview The Gentran:Server Electronic Commerce (EC) Manager window allows you to

Components The following are the components of the main Gentran:Server window:

Gentran:Server Data Translation Process

Changing your Password

Introduction Your Gentran:Server password is stored in your User Access profile.

Procedure Use this procedure to change your password.

Using Translation Objects

Contents ◗ Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .2 - 2

Overview

In this chapter This chapter describes how to use translation objects with Gentran:Server.

EDI Translation Object Browser

Introduction The following lists the system components that comprise the EDI Translation

Register Translation Object Dialog Box

Introduction The Register Translation Object dialog box enables you to register a selected

Diagram The following illustrates the Register Translation Object dialog box:

Registering New Translation Objects

Introduction The Register Translation Object function enables you to register your translation

Procedure Use this procedure to register a translation object.

Deleting Translation Objects

Introduction You can delete old or unused translation objects from the system only if they are

Procedure Use this procedure to delete a translation object.

Using Partners

Contents ◗ Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3 - 3

Introduction

In this chapter This chapter explains how to use the Gentran:Server Partner Editor, including:

Partner Editor The Partner Editor allows you to define, edit, and delete all partner relationship

Using Partner Profiles 0

Overview

Introduction You can set up your partner profiles using any of three methods: importing,

A partner profile begins with a partner definition. The partner definition contains the basic information about that partner that the system needs before you define the rest of the partner profile. You need to create a partner definition for each partner with whom you are going to exchange data.

partner profile

Partner Editor Dialog Box

Introduction The Partner Editor enables you to define, edit, and delete all partner information

Diagram The following illustrates the Partner Editor dialog box:

Partner Definition (New/Edit) Dialog Box

Introduction The Partner Definition dialog box enables you to create a new partner definition

Diagram The following illustrates the Partner Definition - New dialog box:

Inbound Relationship Dialog Box

Introduction Inbound relationships define the parameters the system needs to receive an EDI

Diagram The following illustrates the Inbound Relationship dialog box with the Advanced

Inbound Translation Object Dialog Box

Introduction The Inbound Translation Objects dialog box is used to specify which translation

Diagram The following illustrates the Inbound Translation Object dialog box with the

Inbound Group Select Dialog Box

Introduction The Inbound Group Select dialog box is used to select an existing functional

Diagram The following illustrates the Inbound Group Select dialog box:

Inbound Group Entry Dialog Box

Introduction The Inbound Group Entry dialog box is used to specify a functional group

Diagram The following illustrates the Inbound Group Entry dialog box with the Advanced

Inbound Interchange Select Dialog Box

Introduction The Inbound Interchanges Select dialog box is used to select an existing

Diagram The following illustrates the Inbound Interchange Select dialog box:

Inbound Interchange Entry Dialog Box

Introduction The Inbound Interchange Entry dialog box is used to specify a new interchange

Diagram The following illustrates the Inbound Interchange Entry dialog box with the

Outbound Relationship Dialog Box