A trading network is a set of organizations that have agreed to exchange business documents.

Participants might include strategic partners, buyers, suppliers, and marketplaces. Examples of typical business documents are purchase orders, order statuses, purchase order acknowledgements, invoices, as well as other domain-specific business documents. The organizations in your network are referred to as trading partners (partners). A trading partner can be any system, within or outside your enterprise, that produces or consumes business documents.

webMethods Trading Networks

webMethods Trading Networks (also referred to as Trading Networks) is a component that runs on the webMethods Integration Server. Trading Networks enables your enterprise to link with other companies (buyers, suppliers, strategic partners) and marketplaces to form a business-to-business trading network. The components of Trading Networks are a server and the My webMethods interface. The My webMethods interface is a web-based administration and monitoring user interface for managing your webMethods components. Architecture and Components

My webMethods Server is the run-time container for functions that webMethods components make available. For example, Trading Networks makes the functions tomonitor and manage transactions available. Users access these functions from the MywebMethods user interface. For example, when a user monitors a transaction, MywebMethods Server handles the request by interacting with Trading Networks toperform the function and return information to the user. Trading Networks WmTN package runs within the Integration Server. The package provides the logic to handle the management of partners on your network and the exchange of documents. Integration Server hosts packages that contain services and related files. The Integration Server provides an environment for the orderly, efficient, and secure execution of services. Relational database (RDBMS) that Trading Networks uses to store all information about the trading network: partner information, the types of documents to process, how to process business documents, information about business documents that pass through the network, log information, etc. You need to install a relational database for Trading Networks use, for example, Oracle or SQL Server.

My webMethods is a web-based administration and monitoring user interface for managing your webMethods components. You can use it to monitor Trading Networks transactions, service execution tasks, delivery tasks, and the activity log. Additionally, you can use webMethods to manage partners, partner groups, document types, and Trading Networks queues. Trading Networks is also the base through which webMethods components support numerous eBusiness Standards (eStandards) such as RosettaNet, EDI, ebXML Messaging Service, SWIFT, FIX, and CIDX.

Partners in a Trading Network

To form a trading network, you add trading partners (also known as partners) that will send documents to Trading Networks for processing and/or that will receive documents that Trading Networks is instructed to deliver. You add partners by creating a Trading Networks profile for each partner you want to add to the trading network. The profile contains information about a partner. Also note in the below network, that the partner in the center is referred to as the hub of the network. The other partners are referred to as spokes. The hub hosts the network and the spokes participate by interacting with the hub. A TN partner does not have to be exclusively a hub or a spoke; it can be both, as illustrated below. It can be a hub of its own network and a spoke in another partner's network.

Document Processing with Trading Networks

Use Trading Networks to set up your network of trading partners in a document-oriented exchange scenario. You can exchange business documents with the partners in your network to relay production information. The business documents can be in any format recognized by two partners that exchange data such as XML and flat file.

To specify how to exchange documents, you define: Profiles for partners; that is, the information you want to collect and maintain about your partners. A profile contains the information that Trading Networks needs to exchange documents with your partners. TN document types that specify the types of business documents that you want to exchange with your partners. The business documents might conform to an industry standard, such as, cXML, CBL, OAG, and EDI, or have your own customized specifications. Processing rules that indicate how you want Trading Networks to process documents as they traverse your trading network. After you have your trading network established, you use Trading Networks to manage and maintain your trading network.

Overview of Trading Networks Processing

The following diagram and accompanying text provide a high-level overview of how Trading Networks receives and processes documents. Overview of Processing

Step Description 1 A client sends a document to Trading Networks. 2 Trading Networks receives and processes the document. For example, Trading Networks might be instructed to deliver the document to another trading partner.

You define the processing that Trading Networks performs at run time when a document is received. You define this run time processing by defining Trading Networks objects at design time.

Design Time
At design time, you define the following objects for Trading Networks: Define for Trading Networks Description Profiles Identifies the partners you want Trading Networks to interact with. TPAs Specifies how you want TN to exchange documents with your trading partners. TN document types Defines the types of documents that you want TN to recognize and process. Document attributes Identifies the pieces of information within the documents that are important to you for processing documents and for later analyzing the documents that have passed through your network.

Processing rules

Defines the actions you want Trading Networks to take against the documents it receives, for example, delivering the document to its receiver.

Run Time
At run time, the following actions occur: Action for Trading Networks Sending Documents to Trading Networks for Processing A client or back-end system sends a document to Trading Networks Sending Documents to Trading Networks for Processing Trading Networks processes the document Trading Networks Document Processing Trading Networks can deliver the document to a trading partner ------------------------------------------------------------------

Profiles

A profile is a collection of information about a corporation that is a part of a trading network. Trading Networks maintains your profile (called the Enterprise profile), as well as the profile of each of your trading partners on your network. The information in the profile includes the following types of information: General information about the corporation, for example, the corporation name and its address. Contact information for the corporation, for example, a technical contact. Information about how documents should be delivered to the corporation, for example, the HTTP host name and port number to use to deliver a document to the corporation via HTTP. Certificate information for digital signing of documents, verifying digital signatures, encrypting and decrypting documents. Any information that you want to include in the profile that Trading Networks does not provide. You define extended fields for this information.

Profile Status
Trading Networks maintains a status for the profile of each partner. After you add a profile for a partner and Trading Networks validates the fields, Trading Networks saves the profile and sets profile status to "Inactive". Before you can exchange documents with the partner, you must enable the profile by updating the status to "Active" Active---Inactive----When the partner's profile is active, you can exchange documents with the partner. When a partner's profile is inactive, you cannot exchange documents with this partner.

Trading Partner Agreements (TPAs)

A Trading Partner Agreement (TPA) is an optional set of parameters that you can define and use to tailor how documents are exchanged between two trading partners. These can be any two partners, not necessarily the hub and a spoke. Both partners must have existing profiles in Trading Networks. Each TPA must have a unique combination of the following: Partner that represents the sender Partner that represents the receiver Type of TPA, represented by the Agreement ID

TPA Statuses

You might have multiple TPAs for a pair of trading partners.

TPAs have two types of statuses-agreement status and data status. Agreement status. Indicates the status of the TPA agreement between the receiver and sender. There are three TPA agreement statuses. Proposed When the agreement status is Proposed, a TPA is in a draft status. You do most of the modification to the TPA fields and data input in this Proposed state. Agreed An Agreed status means that the TPA is final. When the agreement status is Agreed, the data statuses take affect. Additionally, after the agreement status is Agreed, you cannot delete the TPA agreement. Disabled The Disabled status means the TPA should not be used. If you are using a TPA and no longer want to use it, you can disable it. When you disable a TPA, the TPA remains in the Trading Networks system, but is considered inactive. Later, if you decide that you need the TPA, you can change the agreement status to Proposed or Agreed. Data status. The data status determines whether you can modify the TPA data, which is data that you supply for the IS document type you define for the TPA. That is, the TPA data is the data for the application-specific variables to use to tailor the processing of documents exchanged between a sender and receiver. The TPA data status can be: Modifiable. You can change TPA data; that is you can change the values of the variables in the IS document type associated with the TPA. Non-modifiable. You cannot change the TPA data; that is you cannot change the values of the variables in the IS document type associated with the TPA. Note: The data status is only effective when the Agreement status is Agreed. When the Agreement status is Proposed, TN allows you to make any changes to the TPA, including changing the TPA data. -------------

Document Attributes---Document attributes identify selected content from the documents that pass through your trading network. This selected content is information in the documents that you are interested in, for example, a purchase order number or the account number of a purchaser. Trading Networks maintains two types of attributes-system attributes and custom attributes. System attributes are Trading Networks-defined attributes. The system attributes are: SenderID ReceiverID DocumentID User Status GroupID Identification of the sender of a document Identification of the receiver of a document Identification of the document The status that you or a partner associate with the document Identification within a document that associates a document with other documents in a group ConversationID Identification within a document that associates this document with other documents in the same business process (or conversation of documents) SignedBody Portion of a document that contains data that was digitallysigned Signature Portion of a document that contains the digital signature of the document

Custom attributes are attributes that you define to identify any other content that you are interested in extracting from documents. For example, to extract the purchase order number from documents, you might define a document attribute named "PO_Number". Additionally, when you define the TN document type, you indicate whether you want Trading Networks to save the attribute values that it extracts to the database. If you save the attribute values, they are available for your later use. By default, Trading Networks always saves the attribute to the database.

TN Document Types

TN document types represent the types of documents that you expect to come into your trading network. TN document types include: Identification information, which indicates how Trading Networks is to recognize a type of document. Extraction information, which indicates the document attributes to extract from an inbound document that are required for further processing or monitoring. After Trading Networks matches an inbound document to the TN document type, the TN document type indicates the attributes to extract from the inbound document. Pre-processing options. In a TN document type, you can specify pre-processing options that Trading Networks performs before it performs the actions specified by a processing rule. Trading Networks supports TN document types for the following categories of documents: XML Flat file EDI You need to install webMethods EDI Module for Trading Networks to support EDI document types.

Unknown TN Document Type

An unknown document type can occur when a document (XML or flat file): Does not match any TN document type. Matches more than one TN document type.

Processing Rules
Processing rules specify how you want Trading Networks to process documents. Processing rules define the actions that you want Trading Networks to take for a particular document. For each document that Trading Networks is to process, it performs a processing rule lookup to determine which processing rule to use. To perform the lookup, Trading Networks uses criteria that you define in processing rules. Trading Networks matches information from the document against the criteria you specify. After Trading Networks locates a matching processing rule based on the criteria, it takes the actions that you specify in the matching processing rule.

Processing Rule Criteria

The purpose of the criteria in a processing rule is to identify the documents Trading Networks should process using the processing rule. You can define criteria that uses one or more of the following: The sender and receiver of the document The TN document type. Trading Networks matches the TN document type used for the document against the TN document type criteria you specify in the processing rule. The User Status system attribute. Whether recognition errors were encountered The values of custom attributes.

Pre-processing Actions
The pre-processing actions specify actions you want Trading Networks to take before it processes the document using the processing actions you specify. Use pre-processing actions to instruct Trading Networks to: Verify the digital signature of a document Validate the structure of a document Determine whether the document has already been received by Trading Networks Save the document content, attribute values, and/or activity log information to the database

Processing Rule Actions

The processing actions (also referred to as processing rule actions) specify how Trading Networks is to process a document. After Trading Networks locates the processing rule to use for a document (using the criteria), Trading Networks performs the actions specified in the processing rule to process the document. Trading Networks can perform the following processing actions: Execute a service that you create. Trading Networks can execute the service synchronously or asynchronously. Send an alert e-mail message. Change the User Status system attribute that is associated with the document. Deliver the document to the receiver identified in the document. Trading Networks can deliver the document in the following ways: Immediately using delivery methods such as SMTP, HTTP, FTP, FTPS, or Web Service by invoking a delivery service that you create. At a later time using scheduled delivery. To schedule a document, Trading Networks places the document into a scheduled delivery queue that you define. When you define the queue, you associate the delivery schedule with the queue. Queue the document for polling. In this situation Trading Networks does not deliver the document; rather, the receiver polls for the document at a later time and Trading Networks returns the document in response to the polling. Respond to the caller by sending a message back to the sender of the document. A scheduled delivery queue is a grouping of documents that are intended for one or more trading partners. Trading Networks supports two types of scheduled delivery queues-public queues and private queues. Public queues are queues that can contain documents for multiple receiving partners. Private queues are queues that contains only delivery tasks that correspond to documents aimed for a specific receiving partner. You define private queues in the profile of the receiving partner.

Sending Documents to Trading Networks

For a trading partner to send business documents, it must create an application that communicates with the server. This application is called a client. Clients and back-ends systems can use HTTP, HTTPS, FTP, FTPS, SMTP, or a web service to send the documents to Trading Networks. When a client or back-end system sends a document to Trading Networks, it invokes one of the following: For XML documents, the wm.tn:receive service For flat files, the document gateway service you created, which in turn, invokes the wm.tn:receive service Clients and Back-end Systems Sending Documents to Trading Networks

1 The client or back-end system sends the document to Trading Networks. 2 If the document is a flat file, the client or back-end system should invoke the document gateway service. 3 When Trading Networks receives the document, it processes the document as defined by TN document types and processing rules. Forwarding Documents to Another Integration Server

1 A client or back-end system sends a document to Trading Networks. Note: In the above illustration, a document gateway service is not shown. If the document is a flat file, it would be processed by a document gateway service before being sent to TradingNetworks for processing. 2 Trading Networks processes the document as defined by TN document types and processing rules. 3 The actions in the processing rule indicate to deliver the document to another instance of Trading Networks, that is, the target Trading Networks. You can use either the Execute a service or the Deliver Document By processing actions:

When you use the Execute a service processing action, Trading Networks executes a service that you specify. To forward the document the target Trading Networks, this service can invoke the wm.tn:receive service or a document gateway service on the target Integration Server. When you use the Deliver Document By processing action, Trading Networks sends the document being processed to the partner identified as the receiver in the document. Trading Networks uses the delivery information in the profile to determine how to send the document to the target Trading Networks. 4 The Trading Networks receives the document and processes it as defined by its TN document types and processing rules. ------------------------------------------------------------How Trading Networks Processes Documents

Steps 1 Trading Networks is sent a document (for example an XML document or a flat file) to process. 2 If the document is a flat file, the document is first sent to a document gateway service. The document gateway service provides recognition hints that TradingNetworks uses to help select the correct TN document type in the next step.

3 Trading Networks performs recognition processing. In recognition processing,Trading Networks recognizes the type of document using TN document types that you set up. 4 The output of the Trading Networks recognition processing is a BizDocEnvelope. A BizDocEnvelope contains the original document, the extracted attribute values, and additional information that Trading Networks requires for routing and processing the document. 5 Trading Networks performs processing rule selection. In this step, Trading Networks uses the processing rule criteria to locate the processing rule to use for the inbound document. 6 Trading Networks performs pre-processing actions that you define in either the TN document type or the processing rule. 7 Trading Networks performs the actions you specify in the processing rule.

How Trading Networks Handles Large Documents Differently

When Trading Networks receives a document, it determines whether the document is large or not. You define how Trading Networks determines whether a document is large by setting a configuration property. You specify a number of bytes above which a document should be considered large. Trading Networks for large documents writes the document content to disk and stores only a reference to the document content in memory. When Trading Networks needs to access the document content during processing, it checks to determine whether the document content is in memory or in hard disk drive space. If the document content is on disk (tspace), it accesses the document content from disk. Trading Networks either uses a Java InputStream to read the document content or it retrieves a certain number of bytes of the document content. The document content remains on disk until both of the following occur: The service that processes the document (and all services invoked from that service) complete. The "time to live" period has expired. You set the time to live period using the Integration Server watt.server.tspace.timeToLive property. ------------------------------

Delivering Documents to Partners

When a processing rule includes the Deliver Document By processing action, Trading Networks determines the delivery method to use to deliver the document to the receiving partner; the receiving partner is identified in the document by the ReceiverID. Trading Networks can deliver documents using one of the following delivery options that you specify with the Deliver Document By processing action in a processing rule: Immediate Delivery. Trading Networks attempts to deliver a document directly to the receiving partner. You can create immediate delivery methods using the standard delivery methods such as HTTP and FTP. Scheduled Delivery. Trading Networks queues documents to be delivered at scheduled times. You define scheduled delivery queues in Trading Networks. When you define the queue, you associate both a schedule and a scheduled delivery service with the queue. At the time(s) the schedule indicates, Trading Networks invokes the scheduled delivery service to act on the documents in the queue to deliver them. Trading Networks provides one built-in scheduled delivery service. You can add additional scheduled delivery services to meet your needs. Queued for polling. Trading Networks places the document in an internally-defined queue. The receiving partner later polls for documents, and Trading Networks returns all the documents in the queue for which that partner is the receiver. Receiver's Preferred Protocol. Trading Networks looks up the receiver's profile and uses the delivery method that is identified in the profile as the preferred delivery method. The preferred delivery method can be any of the immediate delivery methods, scheduled delivery, or queued for polling.

You can view information about delivery tasks in My webMethods on the Monitoring >Integration > B2B > Tasks page.

Run-time Information that You Can Track

Trading Networks gives you visibility into your network to track run-time information about the documents that your Trading Networks system has sent/received, delivery and service execution tasks that have been run/started, and activity log entries relating to the server. You can use My webMethods to query run-time information that Trading Networks has saved to its database. -------------------------My webMethods is a web-based administration and monitoring user interface for managing your webMethods components. For Trading Networks functions, you can use it to perform the following tasks: Define partner profiles, partner groups, trading partner agreements (TPAs), custom attributes, TN document types, processing rules, and queues. Perform configuration tasks. Monitor Trading Networks transactions, service execution tasks, delivery tasks, and activity logs. To use Trading Networks, you must start Integration Server because Trading Networks Server runs within Integration Server. All the configuration, administration, and management tasks that you perform on Integration Server also affect Trading Networks.

Resetting the Local Cache of Trading Networks Information

When you use My webMethods to perform Trading Networks actions, Trading Networks retrieves database information and stores it in a local cache. Database information can be information about TN document types, document attributes, profiles, and so on. Whenever you use My webMethods to access Trading Networks information, Trading Networks retrieves the information from the local cache rather than the database. To reset the local cache of Trading Networks database information 1 In My webMethods: Monitoring > Integration > B2B > User Preferences. 2 In the Reset Local Cache field, click Reset. 3 Click Save. You can manage and track documents that are available in both the production database or the archival database. To select the data source for managing and tracking documents 1 In My webMethods: Monitoring > Integration > B2B > Transactions. 2 In the Datasource panel, select the required data source in the Data Source field: If you want to manage or track the documents in the production database, select Production Data. This is the default. If you want to manage or track the documents in the archival database, select Archived Data. To set your search preferences 1 In My webMethods: Monitoring > Integration > B2B > User Preferences.

2 In the Content Viewer Page Size field, indicate the maximum number of kilobytes (KB) of a document that you want Trading Networks to display per page when you areviewing the content of the document. The default is 32 KB. 4 Click Save Trading Networks uses two types of tasks: delivery tasks and service execution tasks. The activity log is a log that Trading Networks maintains to record the activity that occurs: When Trading Networks administrative actions are performed While documents are being received, processed, and delivered Trading Networks records activity log entries while documents are being received, processed, and delivered only if instructed to do so by the Save Document to Database preprocessing action. To select the data source for managing the activity log 1 In My webMethods: Monitoring > Integration > B2B > Activity Log. 2 In the DataSource panel, select the required data source in the Data Source field. If you want to manage the activity log entries in the production database, select Production Data. This is the default. If you want to manage the activity log entries in the archival database, select Archived Data. -------------------------------------Trading Network Administrator----------------------------

Trading Networks Configuration Properties

Integration Server_directory\packages\WmTN\config\properties.cnf To update the Trading Networks configuration properties In My webMethods: Administration > Integration > B2B Settings > Configure Properties.

Configuring the Trading Networks Database Settings

When you installed Trading Networks, you specified the following database connection parameters: The JDBC driver. The name of the JDBC driver for Trading Networks database. The location of the database. A URL to specify the location of the Trading Networks database. A user name and password. If the Trading Networks database requires a user name and password to connect to it, you identified the user name and password that Trading Networks must supply. Database properties. If you want Trading Networks to supply any additional database properties when connecting to the Trading Networks database, you identified the database properties.

To configure e-mail settings for document delivery In My webMethods: Administration > Integration > B2B Settings > Configure Properties. To configure tasks settings In My webMethods: Administration > Integration > B2B Settings > Configure Properties. To configure Trading Networks to publish an IS document when a task fails

1 In My webMethods: Administration > Integration > B2B Settings > Configure Properties. 2 Add or update the following property to enable Trading Networks to publish an IS document in the event that a task fails: For this property... Specify... tn.task.notifyFailure true if you want Trading Networks to publish an IS document
false if

you do not want Trading Networks to publish an IS document

3 Click Save. To configure Integration Server for searches 1 Shut down Integration Server. 2 Open the Integration Server_directory\config\Cache\webm-cache-config.xml file and <expiryDelay> <flushDelay> Restart the IS.

Central User Management: How Integration Server Authorizes My webMethods Users

To use My webMethods as an administration and monitoring user interface for Trading Networks, you must configure Central User Management in Integration Server. Central User Management is a feature that allows Integration Server to use the credentials of a My webMethods user account to authenticate a user and to determine whether the user is authorized for an action. Central user management involves using a single location to store and manage information about users of webMethods product. The configuration task that must be completed in order for Trading Networks to use Central User Management is connecting Integration Server to the My webMethods Server(MWS) database component. To set up Central User Management to enable the usage of My webMethods with Trading Networks 1 Configure the Integration Server to use Central User Management. Configuring Central User Management in Integration Server 2 Identify the Integration Server that My webMethods should interact with for Trading Networks requests. Identifying Trading Networks Server to My webMethods Server 3 After Central User Management is set up, My webMethods users can be authorized to perform Trading Networks functions by making them members of My webMethods roles. How the Integration Server Authorizes a User

Identifying Trading Networks Server to My webMethods Server

In order to enable My webMethods Server to access Trading Networks data, you must specify the host and port name of the Trading Networks Server running on Integration Server.

How the Integration Server Authenticates a User

When Integration Server receives a user name and password to authenticate, it first attempts to authenticate the user using its own user account definitions. If the user is not defined among Integration Server user accounts, Integration Server then uses Central User Management. It determines whether the user account is defined in My webMethods, and if so, ensures the user supplied valid My webMethods credentials.When you use Trading Networks s through My webMethods and other authentication methods such as client-side certificate authentication and third-party tools, My webMethods Server passes an authentication token to Integration Server. For Integration Server to accept this token, you must indicate the location of the SAML resolver in My webMethods Server. SAML resolver enables the

exchange of the authentication information between the Integration Server instance you are connecting to and My webMethods Server. For user authentication to work when Trading Networks is used with My webMethods, both Central Users and the SAML resolver need to be configured.To indicate the SAML resolver location, you must set the watt property watt.server.auth.samlResolver on every Integration Server instance that My webMethods Server will communicate with. To specify the SAML resolver location 1 In Integration Server, go to Settings > Resources. 2 Under Single Sign On with My webMethods Serverr, set the value of MWS SAML Resolver URL in the following format:http://host name:port/services/SAML where host name is the host name or IP address and port is the port number of My webMethods Server. If you do not set this parameter,Integration Server uses http://localhost:8585/services/SAML as the default SAML resolver. The value you provide in the MWS SAML Resolver URL field is assigned to the watt.server.auth.samlResolver watt property.

How Trading Networks Adds My webMethods Roles to ACLs

When you start the Integration Server and Trading Networks Server is started, Trading Networks determines: Whether Central User Management is configured, and Whether the My webMethods TN Administrators, TN MWS Users, and TN Partners roles exist If both Central User Management is configured and the My webMethods roles exist,Trading Networks adds the My webMethods roles to their corresponding ACLs. That is Trading Networks adds: TN Administrators role to the TN Administrators ACL TN MWS Users role to the TNMWSUsers ACL TN Partners role to the TNPartners ACL

Defining TN Administrators for My webMethods

Trading Networks administrator authority allows the users to: Perform Trading Networks administrative task in My webMethods. View all Trading Networks data and perform all Trading Networks actions within My webMethods. In addition, the Trading Networks administrator authority extends to all Trading Networks functions accessed via the Integration Server. To grant Trading Networks administrator authority to a My webMethods user, make any of the following a member of the TN Administrators role: The user itself A group to which the user belongs A role to which the user belongs The following procedure describes how to assign a My webMethods user to the role. Note---To grant Trading Networks administrator authority does not already have a My webMethods user account, create a user account for the user. You create a user using the Administration > System-Wide > User Management > Users To grant a user Trading Networks administrator authority 1 In My webMethods: Administration > System-Wide > User Management > Roles. 2 On the Roles page, click Edit in the row for the TN Administrators role. 3 Click the Members tab.

4 Click Edit Members. 5 Use the SELECT PRINCIPAL(S) dialog to add the My webMethods user to the role. 6 Click Apply to close the Select Principal(s) dialog. 7 Click Save to save the changes to the TN Administrators role.

Managing Permissions to Configure Trading Networks Servers in My webMethods

The My webMethods administrator can manage permissions for users, groups, and roles to configure Trading Networks Servers To assign, edit, or delete permissions to the Administration > My webMethods > System Settings > TN Servers page 1 In My webMethods: Administration > System-Wide > Permissions Management. 2 In the Advanced tab on the Search panel select webMethods Applications from the Resource Type list. 3 Click Search. 4 Move webMethods Applications from the Found list to the Selected list. 5 Click Next. 6 On the Edit Permissions panel, click Add Users/Groups/Roles, search for users, groups, or roles and move them to the Selected list. You can perform multiple searches to add users, groups, or roles to the list. 7 After you selected the users, groups, or roles, click Add. The Permissions panel is displayed in a tree format containing the permissions that can be granted or denied for the Resource Type. 8 Click the Grant or Deny option for the Administration > My webMethods > System Settings >TN Servers, and then click OK. 9 To modify permissions for a user, group, or role, do the following: a In the Permissions column of the Edit Permissions panel, click the link for the user, group, or role. b Modify permissions for the various settings as needed, and click OK. 10 To delete permissions for a user, group, or role, select the check box in that row and click Delete. 11 Click Apply.

Adding a Trading Networks Server Configuration

To add a Trading Networks Server configuration 1 In My webMethods: Administration > My webMethods > System Settings > TN Servers. 2 For eachTrading Networks Server configuration you would like to add to My webMethods, do the following: a Click Add TN Configuration. b In the Add Trading Networks Server Configuration dialog do the following: 1 In the TN Config Name field, type the Trading Networks Server name that you want to connect to. 2 In the TN Host field, type the host name or IP address of the server that hosts the Trading N/w Server. 3 In the TN Port field, type the port number for the Trading Networks Server. 4 Select Use Secure Connection if you want to secure the communication between My webMethods and the Trading Networks Server. 5 Click OK. c To assign the permissions for a Trading Networks Serverconfiguration to roles, click the Permissions icon of the Trading Networks Server configuration, and then do the following in the Select Role(s) dialog: 1 Search for the roles to populate the Available list by typing a string contained in the name(s) of the roles you want, and then click Search.

2 To select the roles to which you want to grant permission, move the roles to the Selected list. 3 Click Apply. 3 Click Save.

Editing a Trading Networks Server Configuration

To edit a Trading Networks Server configuration 1 In My webMethods: Administration > My webMethods > System Settings > TN Servers. 2 To edit a aTrading Networks Server configuration, do the following: a Click the Edit icon of the Trading Networks Serverconfiguration that you want to edit. b In the Edit Trading Networks Server Configuration dialog, edit the field values, and then click OK. 3 To edit the permissions for a Trading Networks Server configuration setting assigned to roles, click the Permissions icon of the Trading Networks Server configuration, and then do the following in the Select Role(s) dialog: a Search for the roles to populate the Available list by typing a string contained in the name(s) of the roles you want, and then click Search. b To select the roles to which you want to grant permission, move the roles to the Selected list. c Click Apply. 4 Click Save.

Deleting aTrading Networks Server Configuration

To delete the Trading Networks Server configuration 1 In My webMethods: Administration > My webMethods > System Settings > TN Servers. 2 Select the Trading Networks Server configurations you want to delete. 3 Click Delete.

Switching Between Trading Networks Servers

In My webMethods, you can switch the Trading Networks Server to which the My webMethods Server must connect to and access the Trading Networks data. To switch between Trading Networks Servers 1 Navigate to the My webMethods page that requires access to the Trading Networks data. 2 Select the Trading Networks Server to connect to from the TN Server list available at the top of the page. Granting My webMethods Users the Authority to Execute Trading Networks Services When a My webMethods user issues a request that requires access to Trading Networks data, My webMethods Server, in turn, attempts to execute a Trading Networks service on the Integration Server to perform the requested action, and then displays the results in My webMethods. To execute the service, My webMethods Server uses the credentials of the logged in My webMethods user. As a result, the My webMethods user must have the correct privileges in the Integration Server to execute the service. In the Integration Server, the Trading Networks services are protected by the TNMWSUsers ACL. To allow My webMethods users to execute the service, the My webMethods "TN MWS Users" role must be added to the Allowed list of the TNMWSUsers ACL. To configure how long My webMethods waits for a response 1 In My webMethods: Monitoring > Integration > B2B > User Preferences. 2 In the Web Service Timeout field, which is in the General panel, specify the number of seconds that My webMethods Server should wait for a response from a Trading Networks Web service. The default is 60 seconds. 3 Click Save.

Configuring Resubmission and Reprocessing Settings

To configure resubmission and reprocessing settings 1 In My webMethods: Administration > My webMethods > System Settings > TN Servers. 2 In the General panel, fill in the following fields: Field Specify Edit for Resubmit Maximum Size The maximum size of a document that you want allow a user to edit and resubmit. The default is 32 kilobytes Reprocessing/Resubmission Limit The maximum number of documents that a My webMethods user can resubmit or reprocess at one time. The default is 50 documents. 3 Click Save. Functional permission permission Manage Public Queues Actions a role can perform when assigned this functional

Use the Administration > Integration > B2B > Public Queues page to manage (add, edit, delete) all public queues. Manage Partner Groups Use the Administration > Integration > B2B > Partner Administration >Partner Groups page to manage (add, edit, delete) all partner groups. Delete Partner Profile Delete any partner profile. If a user's role is granted this functional permission, Trading Networks displays the Delete button on the Administration > Integration > B2B > Partner Administration > Partner Profiles page. Manage Extended Profile Fields Manage (add, edit, delete) all extended profile fields. If a user's role is granted this functional permission, Trading Networks displays the Manage Extended Fields button on the Extended Fields tab of a profile.

If a user is granted the create profile data permission, only then does Trading Networks display the Add Profile button on the Administration > Integration > B2B > Partner Administration > Partner Profiles page to add partner profile If a user is granted the Create Document Types data permission in any of the data sets, only then does Trading Networks display the Add Document Types option on the Administration > Integration > B2B > Document Types Administration > Document Types page. Manage Attributes Data Permission Capabilities The Manage Attributes data permission allows the My webMethods user to create, view, copy, search, enable, and disable document attributes. If a user is granted the Manage Attributes data permission in any of the data sets, only then does Trading Networks display the Add Document Attributes option on the Administration > Integration > B2B > Document Types Administration > Document Attributes page. Create Trading Partner Agreements Data Permission Capabilities The Create Trading Partner Agreements data permission allows the My webMethods user to create TPAs for the partners that belong to the data set. The user with a Create Trading Partner Agreements data permission is automatically granted the permission to delete the TPAs. If a user is granted the Create Trading Partner Agreements data permission, only then does Trading Networks display the Add TPA button on the Administration > Integration > B2B> Trading Partner Agreements page to add TPAs.

Create Processing Rules Data Permission Capabilities The Create Processing Rules data permission allows the My webMethods user to create a processing rule for partners and document types that belong to the data set. The user with Create Processing Rules data permission is automatically granted the permission to delete the processing rules. If a user is granted the Create Processing Rules data permission, only then does Trading Networks display the Add Processing Rule button on the Administration > Integration > B2B > Processing Rules page to add the processing rules.

Setting Up Role-Based Access

By default, My webMethods users have no access to Trading Networks data. To grant access, you grant access to the roles that users are members of. To set up Trading Networks role-based access in My webMethods 1 Define the roles to which you want to grant access. You define roles using the Administration > System-Wide > User Management > Roles page 2 Add members to the roles you want to use for Trading Networks role-based access. You can make My webMethods users, groups, and/or roles members of a My webMethods role 3 Assign Trading Networks general functional permissions to roles. 4 Assign Trading Networks data permissions to roles. To grant a general functional permission to one or more roles 1 In My webMethods: Administration > System-Wide > B2B Permissions > General Functional Permissions. 2 Click EDIT in the row containing the general functional permission that you grant to one or more roles. 3 In the Select Role(s) dialog: a Search for the roles to populate the Available list by typing a string contained in the name(s) of the roles you want and clicking Search. b To select the roles to which you want to grant permission, move the roles to the Selected list. c Click Apply.

Removing General Functional Permissions from a Role

If you no longer want a role to have a general functional permission, you can remove the permission. To remove a general functional permission from a role 1 In My webMethods: Administration > System-Wide > B2B Permissions > General Functional Permissions. 2 Click Edit in the row containing the general functional permission that you want to remove from a role. 3 In the Select Role(s) dialog: a Move the role from which you want to remove permission from the Selected list tothe Available list. b Click Apply. To define data sets and grant roles permission to act on a data set 1 In My webMethods: Administration > System-Wide > B2B Permissions > Data Permissions. 2 Click Add Data Set. 3 In the Dataset Name field, type a name for the data set. 4 Select the Dataset tab, if it is not already selected. 5 Specify the partners to include in the data set using the Partners panel. a Select whether you want to include all or only a few partners in the data set.

To include all partners, select All partners. To include or exclude a few partners, select Custom selection. b If you selected Custom selection, you can do one or more of the following to identify the partners in the data set: Select Self Partners if you want to make the partner list relative to the logged in My webMethods user by selecting. Select Include from the list if you want to include the selected partners in the data set. Select Exclude from the list if you want to exclude the selected partners, and include all the remaining partners in the data set. c If you selected Custom selection, identify partners to include or exclude in the partner list. 1 Click Edit above the Partners box. 2 In the Select Members dialog box, search for the partners you might want to include or exclude in the data set. The system populates the Available Partners list with the search results. 3 To select the partners to add to the data set, move the partners to the Selected Partners list. 4 Click OK. 6 Specify the document types to include in the data set using the Document Types panel. a To include all document types, select All document types. b To include or exclude a subset of the document types, select Selected document types and continue as follows: c If you selected Selected document types, do the following: 1 Select Include or Exclude from the list. Select Include if you want to include the selected document types in the data set. Select Exclude if you want to exclude the selected document types, and include all the remaining document types in the data set. 2 Click Edit above the Document Types box. 3 Search for the document types to populate the Available list by typing a string contained in the name(s) of the document types you want, and then click Search. 4 To select the document types to include or exclude in the data set, move the document types to the Selected list. 5 Click OK. 7 Specify the processing rules to include in the data set using the Processing Rules panel. a To include all processing rules, select All processing rules. b To include or exclude a subset of the processing rules, select Selected processing rules and do the following: 1 Select Include or Exclude from the list. Select Include if you want to include the selected processing rules in the data set. Select Exclude if you want to exclude the selected processing rules, and include all the remaining processing rules in the data set. 2 Click Edit above the Processing Rules box. 3 Search for the processing rules to populate the Available list by typing a string contained in the name(s) of the processing rules you want, and then click Search. 4 To select the processing rules to include or exclude in the data set, move the processing rules to the Selected list. 5 Click OK. 8 Click the Permissions tab. 9 Add one or more roles to which you want to grant data permissions to act on the data in the data set. You must add at least one role. To add a role: a Click Add Role. b In the Select Role(s) dialog, do the following or each role you want to add:

1 Search for the roles to populate the Available list by typing a string contained in the name(s) of the roles you want and then clicking Search. 2 To select the roles to which you want to grant permission, move the roles to the Selected list. 3 Click Apply. c Repeat step 8 for each role you want to add. 10 Grant data permissions to the roles you added. For each role, do the following: a Click Edit in the row containing the role to which you want to grant data permissions. b In the Edit Permissions dialog box, select the check boxes for the permissions you want to assign the role and clear the check boxes for the permissions you do not want the role to have. c Click OK. 11 Click Save. To remove a data permission completely, both data set and permissions 1 In My webMethods: Administration > System-Wide > B2B Permissions > Data Permissions. 2 Select the data permission rules that you want to remove. 3 Click Delete. Removing a Data Permission from a Role To remove a data permission for a data set from a role 1 In My webMethods: Administration > System-Wide > B2B Permissions > Data Permissions. 2 In the Data Set Name column, click the data set from which you want to remove a role's permission. 3 Click the Permissions tab. 4 Select the roles that you want to remove. 5 Click Remove Role. 6 Click Save. -----------------------------------------------------------------------------------------------------Standard & Extended Profile Fields. To view standard profile fields 1 In My webMethods: Administration > Integration > B2B > Partner Administration > Partner Profiles. 2 Click My Enterprise or edit a partner profile. 3 Click Extended Fields tab in the profile you are viewing. 4 Click Manage Extended Fields. You will be prompted to save any changes you might have made to the profile you were viewing. To discard the changes you might have made, click Discard and Proceed. To work with the extended fields, click Save and Proceed. 5 Click the Standard tab, if it not already selected. To add an extended profile field 1 In My webMethods: Administration > Integration > B2B > Partner Administration > Partner Profiles. 2 Click My Enterprise or edit a partner profile. 3 Click Extended Fields tab in the profile you are viewing. 4 Click Manage Extended Fields. You will be prompted to save any changes you might have made to the profile you were viewing. To discard the changes you might have made, click Discard and Proceed. To work with the extended fields, click Save and Proceed. 5 Click Add Extended Field. 6 Fill in the fields for the new extended field:

7 Click OK. To add a new extended profile field by duplicating an existing extended field 1 View the extended fields. In My webMethods: Administration > Integration > B2B > Partner Administration > Partner Profiles. 2 Click My Enterprise or edit a partner profile. 3 Click Extended Fields tab in the profile you are viewing. 4 Click Manage Extended Fields 2 Click in the ACTIONS column in the row containing the profile field you want to duplicate. 3 In the Name field, supply a name for the new field 4 Click OK. To disable/enable an extended profile field To view extended profile fields 1 In My webMethods: Administration > Integration > B2B > Partner Administration > Partner Profiles. 2 Click My Enterprise or edit a partner profile. 3 Click Extended Fields tab in the profile you are viewing. 4 Click Manage Extended Fields. To work with the extended fields, click Save and Proceed. 5 Click the Extended tab, if it is not already selected. Click in the ACTIONS column in the row containing the profile field you want todisable. Clear the check box in the Enabled field. Select the check box in the Enabled field Click OK. ------------------------------------------------------------------------------------------------------------------------------

Defining and Managing Your Profile (Your Enterprise)

To create your base profile 1 In My webMethods: Administration > Integration > B2B > Partner Administration > Partner Profiles. 2 Click Create My Enterprise. Trading Networks displays a page that you use to fill in the fields for your profile. 3 In the Partner Details panel, fill fields: 4 Add at least one external ID to your profile. To add each external ID, perform the procedure below. Be sure to include an external ID type for each type of identification that you use in documents. You can specify an unlimited number of external ID types. a Click the External IDs tab. b If the external ID type you want to use is not yet available, perform the following to add it: 1 Click Add ID Type. 2 In the Type Name file, specify the name of the new external ID type. 3 Click OK. c To add the external ID, click Add ID. d Fill in the following fields: ID Type The external ID type you want to use.

ID Value

The value of the external ID type. For example, if you selected DUNS and your D-U-N-S number is 987654321, specify 987654321 for ID Value. The maximum length you can specify for an external ID is 128 characters.

e Click OK. 5 You can do one of the following: Continue editing the profile without saving. Click Save to save the changes you have made and continue working on the profile. Click Save and Close to save the changes and close the profile.

Managing Your External IDs

You can add, edit, and delete external IDs. Be sure to include an external ID type for each type of identification that you use in documents. You can specify an unlimited number of external ID types. To update the external IDs in your profile 1 In My webMethods: Administration > Integration > B2B > Partner Administration > Partner Profiles. 2 Click My Enterprise. 3 Click the External IDs tab. 4 To add an external ID: a If the external ID type you want to use is not yet available, perform the following to add it: 1 Click Add ID Type. 2 In the Type Name file, specify the name of the new external ID type. 3 Click OK. b To add the external ID, click Add ID. ID Type The external ID type you want to use. ID Value The value of the external ID type. For example, if you selected DUNS and your D-U-N-S number is 987654321, specify 987654321 for ID Value. The maximum length you can specify for an external ID is 128 characters. d Click OK. 5 To edit an external ID, change the information in the row containing the external ID that you want to update. You can: Select a new external ID type from the ID TYPE list. Type a new value in the VALUE field. 6 To delete an external ID: a Select the check boxes beside the external IDs that you want to delete. b Click Delete. Note: Your profile must contain at least one external ID.

Managing Addresses for Your Corporation

You can add, edit, and delete addresses for your corporation. To update the addresses for your corporation 1 In My webMethods: Administration > Integration > B2B > Partner Administration > Partner Profiles. 2 Click My Enterprise. 3 Click the Addresses tab. 4 To add an address:

Click Add Address Click OK. 5 To edit an existing address: a Click in the EDIT column for the address you want to edit. b Update the fields. For a description, see step 4b above. c After updating the fields, click OK. 6 To delete an address: a Select the check boxes beside the addresses that you want to delete. b Click Delete.

To update the contacts in your profile

1 In My webMethods: Administration > Integration > B2B > Partner Administration > Partner Profiles. 2 Click My Enterprise. 3 Click the Contacts tab. 4 To add a contact: Click Add Contact. c Click OK. 5 To edit a contact: a Click in the EDIT column for the address you want to edit. b Update the fields. For a description, see step 4b above. c After updating the fields, click OK. 6 To delete a contact: a Select the check boxes beside the contacts that you want to delete. b Click Delete. To manage your partner group membership 1 In My webMethods: Administration > Integration > B2B > Partner Administration > Partner Profiles. 2 Click My Enterprise. 3 Click the Partner Group Membership tab. 4 Add your profile to partner groups, identify the partner groups you want to be a member of by moving the groups from AVAILABLE GROUPS list to the GROUPS THIS PARTNER BELONGS TO list. 5 Remove your profile from partner groups that you no longer want to be a member of by moving the groups from the GROUPS THIS PARTNER BELONGS TO list to the AVAILABLE GROUPS list.

Managing Your Document Delivery Methods

You can add, edit, or delete delivery methods. Delivery methods specify how partners are to deliver documents to your Trading Networks system. Your Trading Networks system can deliver documents to your partners using the HTTP, HTTPS, FTP, FTPS, E-mail, and web service methods. The Deliver document processing action uses the settings on the Delivery Settings tab. To update delivery methods in your profile

1 In My webMethods: Administration > Integration > B2B > Partner Administration > Partner Profiles. 2 Click My Enterprise. 3 Click the Delivery Settings tab. 4 To add a delivery method to your profile: a Click Add Delivery Method. b Select the delivery method from the Delivery Method list. Trading Networks redisplays the dialog listing the field required for the selected method. c In the Delivery Method Name field, type a name for the delivery method. This field appears only when you are creating a new immediate delivery method, that is, when you select HTTP, HTTPS, FTP, FTPS, SMTP, or WebService in the Delivery Method field. The value that you type in this field is prefixed with the delivery method to form the complete name, for example, HTTP - XYZSteel, where HTTP is the delivery method and "XYZSteel" is the value that you provide in this field. After you create the delivery method, Trading Networks automatically creates the underlying delivery service with the same name. d Fill in the fields for FTP, HTTP, and HTTPS delivery methods e If you prefer that partners use this delivery method to deliver documents to your Trading Networks system, select the Use as preferred protocol check box. If the Use as preferred protocol is not selected for any delivery method, Trading Networks uses the Queue for polling delivery method. f Click OK. 5 To edit a delivery method: a Click in the EDIT column for the delivery method you want to edit. b Update the fields. 6 To delete a delivery method: a Select the check boxes beside the delivery methods that you want to delete. b Click Delete.

Updating Extended Fields of Your Profile

You can edit the values for the extended fields. To update extended field values in your profile 1 In My webMethods: Administration > Integration > B2B > Partner Administration > Partner Profiles. 2 Click My Enterprise. 3 Click the Extended Fields tab. 4 Update the values for any of the extended fields. To manage the My webMethods user accounts associated with your profile 1 In My webMethods: Administration > Integration > B2B > Partner Administration > Partner Profiles. 2 Click My Enterprise. 3 Click the Users tab. 4 To add a new My webMethods user account where you specify the user name and password and associate that user account with your profile: a Click Add Users. b Select Add new user. Click OK. 5 To associate an existing My webMethods user account with your profile: a Select Add existing user.

b In the Search for Available Users, specify a single keyword that is contained in the first name, last name, e-mail address, or user name of the user account that you want to associate with the profile. c Click Go. d To associate users with your profile, move the users from the AVAILABLE USERS to the SELECTED USERS list. e Click OK. 6 To add a new My webMethods user account where you use the value of one of your external IDs as the user name for the user account and associate that user account with your profile: a Select Add user from external ID. b Select the external ID you want to use from the External ID list. c In the User Information section of the dialog, fill in the following fields: External ID The external ID you want to use. Note: The value for the external ID must be 1 through 255 Password The password for the new user. Confirm Password d Click OK. 7 To remove My webMethods user accounts that are associated with your profile. a Select the check boxes beside the user accounts that you want to delete. b Click Remove.

Managing Your Security Information

You can add certificate sets, manage certificates and private keys in existing certificate sets, and delete certificate sets. When you add a certificate, be sure also to add the CA certificate(s) and private key that are associated with the certificate. The certificates, CA certificates, and private keys must reside in your file system. When looking for a certificate set to use, Trading Networks first looks for a certificate set associated with a specific partner. For example, if Trading Networks needs to digitally sign a document to send to partner A, it first looks in your profile to determine whether you have a certificate set for partner A. If you do, Trading Networks uses those Sign/Verify certificates. If it does not have a set of certificates for the specific partner, Trading Networks uses the Default certificate set. To add certificate sets to your profile 1 In My webMethods: Administration > Integration > B2B > Partner Administration > Partner Profiles. 2 Click My Enterprise. 3 Click the Certificates tab. 4 To add the default certificate set: a Under the Default branch of the tree on the Certificates tab, click in the EDIT column for the certificates a you want to add (SSL, Encrypt/Decrypt, or Sign/Verify). b To add the private key, click Browse and use the Choose File dialog box to select the private key file. c To add a certificate, click Add Certificate, then click Browse and use the Choose File dialog box to select the certificate file. d Click OK. 5 To add certificate sets that you want Trading Networks to use when with specific partners: a Click Add Certificate Set. b Use the search panel to search for the profiles of the partners you want to add certificate sets for

Trading Networks populates the AVAILABLE PARTNERS list with the results of your search. c Select the partners that you want to add certificate sets for by moving the partner profiles from the AVAILABLE PARTNERS list to the SELECTED PARTNERS list. d Click OK. Trading Networks adds a branch to the tree for each partner you selected. e For each partner, perform the following to add a certificate set for that partner: 1 Expand the tree for the partner. 2 Click in the EDIT column for the certificates you want to add (SSL, Encrypt/Decrypt, or Sign/Verify). 3 To add the private key, click Browse and use the Choose File dialog box to select the private key file. If you add a private key, be sure also to add the certificate and CA certificate(s) that are associated with the private key. 4 To add a certificate, click Add Certificate; then click Browse and use the Choose File dialog box to select the certificate file. 5 Click OK.

Managing Certificate Sets

You can add new certificates to or remove certificates from existing certificate sets. Additionally, you can add private keys to or remove private keys from existing certificate sets. To manage certificate sets 1 In My webMethods: Administration > Integration > B2B > Partner Administration > Partner Profiles. 2 Click My Enterprise. 3 Click the Certificates tab. 4 Expand the branch for the certificate set that you want to work with. 5 Click in the EDIT column for the certificates you want to update (SSL, Encrypt/Decrypt, or Sign/Verify). 6 To remove the private key, select the Clear Private Key check box. 7 To add or update the private key, click Browse and use the Choose File dialog box to select the private key file. 8 To add a new certificate: a To add a certificate, click Add Certificate; then click Browse and use the Choose File dialog box to select the certificate file. b Click OK. 9 To remove a certificate, in the Certificates section of the screen, click in the REMOVE column for the certificate you want to remove. 10 Click OK.

Enabling Your Profile-Changing the Status to Active

Before you can exchange documents with partners, you must enable your profile by updating your status to "Active". Enabling your profile allows you to exchange documents with partners. When you enable your profile, Trading Networks changes the status of the profile to "Active".

To enable your profile 1 In My webMethods: Administration > Integration > B2B > Partner Administration > Partner Profiles. 2 Click My Enterprise.

3 In the Partner Details panel, select Active from the Status list. 4 You can do one of the following: Continue editing the profile without saving. Click Save to save the changes you have made and continue working on the profile. Click Save and Close to save the changes and close the profile.

Disabling Your Profile-Changing the Status to Inactive

When you disable your profile, Trading Networks changes the status of your profile to "Inactive". As a result, you will not be able to exchange documents with your partners. To disable your profile 1 In My webMethods: Administration > Integration > B2B > Partner Administration > Partner Profiles. 2 Click My Enterprise. 3 In the Partner Details panel, select Inactive from the Status list. 4 You can do one of the following: Continue editing the profile without saving. Click Save to save the changes you have made and continue working on the profile. Click Save and Close to save the changes and close the profile. ------------------------------------------------------------------------------------------------------------------------------

Defining and Managing Partner Profiles

To create a base partner profile 1 In My webMethods: Administration > Integration > B2B > Partner Administration > Partner Profiles. 2 Click Add Profile. Trading Networks displays a page that you use to fill in the fields for the profile. 3 In the Partner Details panel, fill in the following fields: 4 Add at least one external ID to the profile. To add each external ID, perform the procedure below. Be sure to include an external ID type for each type of identification that the partner uses in documents. You can specify an unlimited number of external ID types. a Click the External IDs tab. b If the external ID type you want to use is not yet available, perform the following to add it: 1 Click Add ID Type. 2 In the Type Name file, specify the name of the new external ID type. 3 Click OK. c To add the external ID, click Add ID. ID Type The external ID type you want to use. ID Value The value of the external ID type. For example, if you selected DUNS and your D-U-N-S number is 987654321, specify 987654321 for ID Value. The maximum length you can specify for an external ID is 128 characters. d Click OK.

Performing a Keyword Search for Partner Profiles

Use a keyword search to find partner profiles based on their corporation names and external IDs.

To perform a keyword search for partner profiles 1 In My webMethods: Administration > Integration > B2B > Partner Administration > Partner Profiles 2 Click the Keyword tab if it is not already displayed. 3 In the text box, type a keyword. The search will find all profiles that contain the keyword in an external ID value or the corporation name. The search is case insensitive. When typing a keyword, you can use the following wildcard characters: * to match zero or more characters ? to match a single character 4 Click Go to execute the search. To perform an advanced search for partner profiles 1 In My webMethods: Administration > Integration > B2B > Partner Administration > Partner Profiles. 2 Click the Advanced tab if it is not already displayed. 3 In the text box, optionally type a keyword that is contained in the corporation names and external IDs of the profiles you want to find 4 Specify one or more filters. For each filter: a Select a search field from the FIELD NAME list. b Select the operator you want to use to compare the field from the OPERATOR list. c Specify the value you want to use in the comparison in the VALUE field. d If you want to add another filter, + click and repeat step 4. If you do not want to add another filter, continue with step 5. 5 Specify whether Trading Networks is to search for profiles that match all of the search criteria or search for profiles that match any of the criteria that you specify. To specify that Trading Networks is to match all criteria, select AND from Search Condition list. To specify that Trading Networks is to match any of the criteria, select OR from the Search Condition list. 6 Click Go to execute the search. To manage the My webMethods user accounts associated with the partner profile 1 Search for the profile of the partner you want to update. 2 To edit the profile, click in the ACTION column 3 Click the Users tab. 4 To add a new My webMethods user account where you specify the user name and password and associate that user account with the partner profile: a Click Add Users. b Select Add new user. c In the User Information section of the dialog, fill in the following fields: USERNAME Password The password for the new user. Confirm Password d Click OK. 5 To associate an existing My webMethods user account with the partner profile: a Select Add existing user. b In the Search for Available Users, specify a single keyword that is contained in the first name, last name, e-mail address, or user name of the user account that you want to associate with the partner. c Click Go. d To associate users with the partner profile, move the users from the AVAILABLE USERS to the SELECTED PARTNERSF list.

e Click OK. 6 To add a new My webMethods user account where you use the value of one of the partners external IDs as the user name for the user account and associate that user account with the partner profile: a Select Add user from external ID. b Select the external ID you want to use from the External ID list. c In the User Information section of the dialog, fill in the following fields: External ID Password The password for the new user. Confirm Password Click OK. 7 To remove My webMethods user accounts that are associated with the partner profile. a Select the check boxes beside the user accounts that you want to delete. b Click Remove.

Managing Your Partners Security Information

You can add certificate sets, manage certificates and private keys in existing certificate sets, and delete certificate sets. To add certificate sets to the profile 1 Search for the profile you want to update. 2 To edit the profile, click in the ACTION column. 3 Click the Certificates tab. 4 To add the default certificate set: a Under the Default branch of the tree on the Certificates tab, click in the EDIT column for the certificates a you want to add (SSL, Encrypt/Decrypt, or Sign/Verify). b To add the private key, click Browse and use the Choose File dialog box to select the private key file. c To add a certificate, click Add Certificate, then click Browse and use the Choose File dialog box to select the certificate file. d Click OK. 5 To add certificate sets that you want Trading Networks to use when with specific partners: a Click Add Certificate Set. b Use the search panel to search for the profiles of the partners you want to add certificate sets for. For instructions for how to search for the partner profiles: Trading Networks populates the AVAILABLE PARTNERS list with the results of your search. c Select the partners that you want to add certificate sets for by moving the partner profiles from the AVAILABLE PARTNERS list to the SELECTED PARTNERS list. d Click OK. Trading Networks adds a branch to the tree for each partner you selected. e For each partner, perform the following to add a certificate set for that partner: 1 Expand the tree for the partner. 2 Click in the EDIT column for the certificates you want to add (SSL, Encrypt/Decrypt, or Sign/Verify). 3 To add the private key, click Browse and use the Choose File dialog box to select the private key file. If you add a private key, be sure also to add the certificate and CA certificate(s) that are associated with the private key. 4 To add a certificate, click Add Certificate; then click Browse and use the Choose File dialog box to select the certificate file. 5 Click OK.

Managing Certificate Sets

You can add new certificates to or remove certificates from existing certificate sets. Additionally, you can add private keys to or remove private keys from existing certificate sets. To manage certificate sets 1 Search for the profile you want to update. 2 To edit the profile, click in the ACTION column. 3 Click the Certificates tab. 4 Expand the branch for the certificate set that you want to work with. 5 Click in the EDIT column for the certificates you want to update (SSL, Encrypt/Decrypt, or Sign/Verify). 6 To remove the private key, select the Clear Private Key check box. 7 To add or update the private key, click Browse and use the Choose File dialog box to select the private key file. 8 To add a new certificate: a To add a certificate, click Add Certificate; then click Browse and use the Choose File dialog box to select the certificate file. b Click OK. 9 To remove a certificate, in the Certificates section of the screen, click in the REMOVE column for the certificate you want to remove. 10 Click OK. To add a new partner profile by copying an existing profile 1 Search for the profile you want to copy. 2 Click in the ACTION column in the row containing the partner profile you want to copy. 3 In the Partner Details panel, fill in the following fields

Suspending Delivery for a Partner

At times you might want to suspend delivery for a partner, for example, if a partners server is unavailable. When delivery is suspended, in general, Trading Networks holds documents rather than attempting to deliver them. Type of delivery Trading Networks actions when delivery is suspended Immediate delivery that uses reliable delivery Delivery tasks for the partner are assigned the HELD status. Aa result, Trading Networks will not attempt to deliver the documents. When delivery is resumed for the partner, Trading Networks changes the status to PENDING. As a result, Trading Networks will begin attempting to deliver the document. Immediate deliverythat does not use reliable delivery Delivering documents will fail. Because Trading Networks does not save the document to the database, it cannot hold the delivery. Schedule delivery Delivery tasks for the partner are assigned the HELD status. As a result, Trading Networks will not attempt to deliver the documents. When delivery is resumed for the partner, Trading Networks changes the status to QUEUED. As a result, Trading Networks will begin attempting to deliver the document. Reliable service execution tasks are also affected when deliveries are suspended. When delivery is suspended for a partner, Trading Networks assigns the service execution tasks a HELD status. As a result, Trading Networks does not attempt to execute the services. When delivery is resumed, Trading Networks updates the task statuses to PENDING and as a result, Trading Networks attempts to execute the services

To suspend delivery for a partner 1 Search for the profile of the partner for whom you want to suspend delivery. .2 To edit the profile, click in the ACTION column. 3 Click the Delivery Settings tab. 4 To suspend delivery, select the Suspend Delivery check box, which is in the SETTINGS panel.

Resuming Delivery for a Partner

If you previously suspended delivery for a partner, use this procedure to resume delivery. To resume delivery for a partner 1 Search for the profile of the partner for whom you want to resume delivery. 2 To edit the profile, click in the ACTION column. 3 Click the Delivery Settings tab. 4 To resume delivery, clear the Suspend Delivery check box, which is in the SETTINGS panel.

Deleting a Profile
When you delete a profile in My webMethods, Trading Networks removes most of the profile data from its database but keeps all documents, entries, and TPAs associated with the partner. You can no longer view the profile or any related TPAs. If you decide to delete a profile, you must also delete all related TPAs before deleting the profile. If a partner sends you a document after you delete its profile, Trading Networks treats the document as an unknown document. To delete a partner profile 1 Search for the profile(s) you want to delete. .2 Select the check boxes beside the partner profiles that you want to delete. 3 Click Delete.

Disabling a Partners Profile-Changing the Status to Inactive

When you disable a profile, Trading Networks changes the status of the profile to Inactive. When you disable a partners profile, you will not be able to exchange documents with that partner. As a result, disabling a profile can be thought of as temporarily removing a partner from your network. If the partner attempts to send you documents while its profile is disabled, Trading Networks: To disable a partner profile 1 Search for the profile you want to disable. 2 To edit the profile, click in the ACTION column. 3 In the Partner Details panel, select Inactive from the Status list To enable a partner profile 1 Search for the profile you want to enable. 2 To edit the profile, click in the ACTION column. 3 In the Partner Details panel, select Active from the Status list.

Searching for Expired Partner Certificates

To find expired certificates, perform the following procedure. To search for partner certificates that are expired 1 In My webMethods: Administration > Integration > B2B > Partner Administration > Partner Certificates. 2 Select Expired from the EXPIRING RANGE list. 3 Click Go

Searching for Partner Certificates that Will Expire Soon

To find certificates that are expiring soon, perform the following procedure. To search for partner certificates that are expiring soon 1 In My webMethods: Administration > Integration > B2B > Partner Administration > Partner Certificates. 2 To use predefined time period, select the time period from the EXPIRING RANGE list. For example, if you select Today, Trading Networks searches for certificates that will expire today. Note: If you select Expired, Trading Networks searches for expired certificates. Use Custom to specify a custom time period. See below for more information. 3 To specify a custom time period: a Select Custom from the EXPIRING RANGE list. b Use the calendar pickers to specify a Start Date and End Date, then select the numbers for the hours and minutes from their respective lists. 4 Click Go -------------------------------------------------------------------------------------------------------------------------

Defining and Managing Partner Groups

A partner group is a logical user-defined group that you associate a partner with. For example, you can create a group profile named "Buyers" to associate all of your partners who are buyers in your trading network.

Defining a Partner Group

To define partner groups, perform the following procedure. To define a partner group 1 In My webMethods: Administration > Integration > B2B > Partner Administration > Partner Groups. 2 Click Add Partner Group. 3 Type a name for the group in the Name field. 4 Optionally, type a description of the group in the Description field. 5 To add members to the group: a Click Add Members. b Search for profiles of the partners that you want to make members of the group. Trading Networks populates the AVAILABLE PARTNERS list with the results of your search. c Select the profiles of the partners that you want to be member of the partner group by moving the profiles from the AVAILABLE PARTNERS list to the SELECTED PARTNERS list. d Click OK. 6 Click Save

Performing a Keyword Search for Partner Groups

Use a keyword search to find partner groups based on their group names. To perform a keyword search for partner groups 1 In My webMethods: Administration > Integration > B2B > Partner Administration > Partner Groups 2 Click the Keyword tab if it is not already displayed 3 In the text box, type a keyword that is contained in the group names of the partner groups you want to find. 4 Click Go to execute the search.

Updating a Partner Group

To update a partner group, perform the following procedure. To update a partner group

1 Search for the partner group you want to update. 2 To edit the profile of a partner, click in the EDIT column. 3 To update the partner group's name, type a new name in the Name field. 4 To update the description, type a new description in the Description field. 5 To add members to the group 6 To remove members from the group: a Select the check boxes beside the members that you want to remove. b Click Delete. Trading Networks does not delete the profile of the partner; it only removes it from the partner group. 7 Click Save

Deleting a Partner Group

To delete a partner group, perform the following procedure. To delete partner groups 1 Search for the partner groups you want to delete. 2 Select the check boxes beside the partner groups that you want to delete. 3 Click Delete. -----------------------------------------------------------------------------------------------------------------------------

Defining and Managing Trading Partner Agreements (TPAs)

A Trading Partner Agreement (TPA) in Trading Networks is a set of parameters that you can use to govern how documents are exchanged between two trading partners. To use a TPA, both partners in the agreement must have existing profiles in Trading Networks. Trading Networks uses the profiles to ensure that the partners are valid for that Trading Networks system. To view TPAs and their data in Trading Networks, first specify a query to identify the TPAs in which you are interested. You can query TPAs by the following fields: Sender, Receiver, Agreement ID, Timestamp, Status, Data Schema, and Description.

Information You Supply to Define a TPA

When you define a TPA, you supply the following information: sender, receiver, agreement ID, control number, IS document type, data status, services (export, initialization, and validation), and optionally, a description.

Defining a TPA
In My webMethods, you define TPAs on the Administration > Integration > B2B > Trading Partner Agreements page. Use the following procedure to define a TPA. To define a TPA 1 In My webMethods: Administration > Integration > B2B > Trading Partner Agreements. Trading Networks displays the Agreements screen New-The TPA fields are empty. Click Add TPA Copy-The TPA fields are filled with values from the TPA agreements that you duplicate. Complete the fields on the Trading Partner Agreement Details page for the TPA you want to create: Note: The Sender, Receiver, and Agreement ID fields must be unique for each TPA. After you create a TPA, you cannot change or update these fields of the TPA

Performing a Keyword Search for TPAs

Use a keyword search to find TPAs based on their agreement IDs. To perform a keyword search for TPAs 1 In My webMethods: Administration > Integration > B2B > Trading Partner Agreements.

2 Click the Keyword tab if it is not already displayed. 3 In the Keywords field, type the keywords that you want to use for searching the TPAs. The search will find all TPAs that contain the keyword(s) in the agreement ID. The search is case insensitive. 4 Click Search. My webMethods displays the matching TPAs in the Trading Partner Agreements panel. To perform an advanced search for TPAs 1 In My webMethods: Administration > Integration > B2B > Trading Partner Agreements. 2 Click the Advanced tab if it is not already displayed. 3 Click the Filters tab. 4 In the Filters panel, specify at least one filter Click Search

Viewing TPAs
You can use the Administration > Integration > B2B > Trading Partner Agreements screen to find and view TPAs that you have defined. To view TPAs 1 In My webMethods: Administration > Integration > B2B > Trading Partner Agreements. 2 To see detailed information about a specific TPA, double click on the row containing the TPA you want more detailed info about. Trading Networks displays the Trading Partner Agreements Details page.

Updating TPAs
Use the following procedure to update a TPA. To update a TPA 1 Select the TPA you want to update. 2 Select Agreements > Edit. 3 Update the TPA fields you want to change:

Changing a TPA Agreement Status

The agreement status determines whether the TPA is a draft (Proposed status), final (Agreed status), or whether the TPA is inactive (Disabled status) Initially, when you are creating the TPA, assign the TPA the Proposed status so that you can make modifications to the TPA fields, data values in the IS document type, the agreement status, and to delete the agreement. For a production setting, select the Agreed status to prevent the accidental deletion of the TPA, as well as to speed up processing. Select the Disabled status when you no longer want Trading Networks to use a specific TPA. Use the following procedure to change a TPA agreement status. To change a TPA agreement status 1 In My webMethods: Administration > Integration > B2B > Trading Partner Agreements. Trading Networks displays the Trading Partner Agreements page. 2 Select the row(s) containing the TPA(s) you want to change the agreement status. 3 Click the appropriate status change button. To change the agreement status to Agreed, click Agree. To change the agreement status to Proposed, click Propose. To change the agreement status to Disabled, click Disable Trading Networks displays the new status in the Status column.

Changing the TPA Data Inputs in the IS Document Type

The TPA data inputs are the inputs to variables of the IS document type. You can change the inputs by using the IS document type data input dialog buttons located on the right side of the IS document type root diagram: Upload or Reset Inputs. Upload. Use this option to supply the values you want the TPA data inputs to have. Reset Inputs. Use this option to have Trading Networks invoke the initialization service (if one was provided) to set the values of the TPA data input to their defaults. Use the following procedure to change the inputs for the IS document type. To change the data inputs in the IS document type 1 Select the TPA you want to update. 2 Update the TPA data input in the IS document type fields you want to change using one of the following methods: To access the TPA data inputs to change them, you need to have the following values: An agreement status of Proposed An agreement status of Agreed and a Data Status value of Modifiable

Deleting a TPA
When you delete a TPA, Trading Networks deletes all of the TPA data from its database. You can only delete TPAs with the Proposed or Disabled agreement status. You cannot delete TPAs with an Agreed status. If you want to delete a TPA with an Agreed status, you need to first change the agreement status to either Proposed or Disabled,and then Trading Networks allows you to delete TPA. To delete a TPA, perform the following procedure: To delete a TPA 1 In My webMethods: Administration > Integration > B2B > Trading Partner Agreements. 2 To see detailed information about a specific TPA, double click on the row containing the TPA you want more detailed info about. Trading Networks displays the Trading Partner Agreements Details page. 3 Select the TPA(s) you want to delete. 4 Click Delete. When Trading Networks prompts you to verify that you want to delete the TPA(s), click OK. ------------------------------------------------------------------------------------------------------------------------------There are two kinds of document attributes: Custom attributes, which identify specific pieces of information that you want to extract from the documents that your trading network will receive. For example, if you want to extract the purchase order number from documents, you might define a document attribute named PO_Number. Predefined attributes, known as system attributes, that identify characteristics of the documents. System attributes are available out of the box. You do not need to define them, and you cannot delete them.

Defining Document Attributes Using My webMethods

To define document attributes 1 In My webMethods: Administration > Integration > B2B > Document Types Administration >Document Attributes. 2 Perform one of the following procedures to define a document attribute. ADD/COPY Click OK to add the document attribute. To perform a keyword search for document attributes

1 In My webMethods: Administration > Integration > B2B > Document Types Administration \>Document Attributes. 2 Click the Keyword tab if it is not already displayed. 3 Type a keyword in the Keywords field. To perform an advanced search for document attributes 1 In My webMethods: Administration > Integration > B2B > Document Types Administration >Document Attributes. 2 Click the Advanced tab. 3 In the Query Fields panel, select the query field from the Field Name list. You can specify the search in the Description, Document Attribute Type, Name, Related Document Types, and/or Status document attribute fields.

Viewing Document Attributes

To view document attributes 1 In My webMethods: Administration > Integration > B2B > Document Types Administration >Document Attributes. 2 In the Document Attributes Search Result panel, click the name of the attribute you want to see the details.

Updating Document Attributes

To update document attributes 1 In My webMethods: Administration > Integration > B2B > Document Types Administration >Document Attributes. 2 In the Document Attributes Search Result panel, click Edit in the row corresponding to document attribute you want to edit.

Disabling Document Attributes Procedure

In My webMethods, you can select and disable multiple document attributes. To disable document attributes 1 In My webMethods: Administration > Integration > B2B > Document Types Administration >Document Attributes. 2 In the Document Attributes Search Result panel, select the check boxes of the document attributes you want to disable. 3 Click Disable. The Status column indicate that the selected document attributes are disabled. To enable document attributes 1 In My webMethods: Administration > Integration > B2B > Document Types Administration >Document Attributes. 2 In the Document Attributes Search Result panel, select the check boxes of the document attributes you want to enable. 3 Click Enable. The Status column indicate that the selected document attributes are enabled. To view the TN document types related to a custom attribute 1 In My webMethods: Administration > Integration > B2B > Document Types Administration >Document Attributes. 2 In the Document Attributes Search Resultpanel, click View Related Document Types in the row corresponding to the document attribute for which you want to view the TN document type dependencies. The Related Document Types panel lists the document types related to the selected document attribute.

To define a TN XML document type using a sample document 1 In My webMethods: Administration > Integration > B2B > Document Types administration >Document Types. 2 Perform one of the following procedures: New To define a new TN XML document type, do the following: 1 Click Add Document Types. 2 Select XML. Copy To copy an existing TN XML document type to create a new TN XML document type, click Copy on the row containing the TN XML document type that you want to copy. The TN XML document type fields are filled with values from the TN XML document type that you copy. You can update any or all fields of the duplicated TN XML document type. From a transaction. You can create a document type based on a transaction for which the document type is Unknown. 1 In My webMethods: Monitoring > Integration > B2B > Transactions. 2 Click Show Actions on the row containing the Unknown document that you want to use for creating the document type. 3 Select Create Document Type. 4 In the Create Document Type dialog box, select the document type category by clicking XML. 3 In the Document Types Details page, fill 4 Click the Identify tab, and then specify how Trading Networks is to identify documents, as described below. a Click Browse next to the File field to browse your file system and locate the XML document that you want to use as a sample. b Click Upload. Trading Networks displays a tree view of the XML document in the left panel. c Specify at least one of the following to indicate how Trading Networks is to identify documents: Identifying Queries Root Tag DOCTYPE Identifier Pipeline Matching 5 To specify the extracted attributes, click the Extract tab 6 To specify the namespace mappings, click the Namespaces tab. To populate the namespace mapping table replacing any existing namespace information, do one of the following: Click More Actions next to the Query field and select Set Namespace Mapping. Click in the Action column in the XML document tree view panel and select Set Namespace Mapping. To add the namespace information to the current namespace mappings, do one of the following: Click More Actions next to the Query field and select Append Namespace Mapping. Click in the Action column in the XML document tree view panel and select Append Namespace Mapping. If the namespace information already exists, you will be prompted to confirm the replacement. To edit a namespace mapping in the TN XML document type, select the row in the Namespace Mapping panel and click Edit. To delete a namespace mapping from the TN XML document type, select the row in the Namespace Mapping panel and click Delete

When you click either Set Namespace Mapping or Append Namespace Mapping, Trading Networks populates the namespace table with the namespace information from all xmlns attributes in the sample document. 7 Click the Options tab and complete the fields Save To specify the identifying queries for a TN XML document type 1 In My webMethods: Administration > Integration > B2B > Document Types administration >Document Types. 2 Perform one of the following procedures: To define a new TN XML document type, do the following: 1 Click Add Document Types. 2 Select XML. To copy an existing TN XML document type to create a new TN XML document type, click Copy on the row containing the TN XML document type that you want to copy. The TN XML document type fields are filled with values from the TN XML document type that you copy. You can update any or all fields from the duplicated TN XML document type. 3 In the Document Types Details page, Name,Descriptions,Status. 4 Click the Identify tab and upload the XML document that you want to use as a sample. 5 Perform the following procedure for each identifying query that you want to add. a In the sample document in the left panel, select the node that you want the identifying query to represent. When you select a node, Trading Networks fills in the Query field with the XQL query for the selected node and displays the value in the Value field. This filled in query is for a specific node in the XML document. This node is applicable for DATETIME, STRING, or NUMBER data types. But, if you want to use DATETIME LIST, STRING LIST, NUMBER (with Average, Minimum, Maximum, and Sum), or NUMBERLIST data types, you need to update the query so that it identifies an array of values. b Do one of the following: Click More Actions next to the Query field and select Add Query. Click in the Action column in the XML document tree view panel and select Add Query. In the Add Identifying Query dialog box, Trading Networks fills the Query field with the XQL query for the node that you selected and the Value field with the value of the node. c Specify the following fields in the Add Identifying Query dialog box Query,Value OK 6 To replace a query, select the node in the sample document that represents the new query you want to use, and do the following: a Click More Actions next to the Query field or in the Action column in the XML document tree view panel to display the menu. b Select Replace Query. c In the Replace Query dialog box, select the identifying query for which you want to update the XQL query, and click OK. Trading Networks updates the XQL query of the selected identifying query by replacing the Query field and the Value field with the XQL query of the selected node. 7 To edit a query in the TN XML document type, select the query row in the Identifying Queries panel and click Edit. 8 To delete a query from the TN XML document type, select the query row in the Identifying Queries panel and click Delete.

9 To view the node that a query represents in the sample document, select the query row in the Identifying Queries panel and click Show Node.

Specifying the Pipeline Matching Variables

To specify the pipeline matching variables for the TN XML document type 1 In My webMethods: Administration > Integration > B2B > Document Types administration > Document Types. 2 Perform one of the following procedures: To define a new TN XML document type, do the following: 1 Click Add Document Types. 2 Select XML. To copy an existing TN XML document type to create a new TN XML document type, click Copy on the row containing the TN XML document type that you want to copy. The TN XML document type fields are filled with values from the TN XML document type that you copy. You can update any or all fields from the duplicated TN XML document type. 3 In the Document Types Details 4 Click the Identify tab. 5 In the Pipeline Matching panel, perform the following procedure for each pipeline matching variable that you want to add. a Click Add. b Specify the following fields in the Add Pipeline Variable dialog box. c Click OK. Trading Networks displays the new pipeline matching variable in the Pipeline Matching panel. 6 To edit a pipeline matching variable, select the row in the Pipeline Matching panel and click Edit. 7 To delete a pipeline matching variable, select the row in the Pipeline Matching panel and click Delete.

Specifying the Extracted Attributes for a TN XML Document Type

To specify the extracted attributes for a TN XML document type 1 In My webMethods: Administration > Integration > B2B > Document Types Administration >Document Types. 2 Perform one of the following procedures: To define a new TN XML document type, do the following: 1 Click Add Document Types. 2 Select XML. To copy an existing TN XML document type to create a new TN XML document type, click Copy on the row containing the TN XML document type that you want to copy. The TN XML document type fields are filled with values from the TN XML document type that you copy. You can update any or all fields from the duplicated TN XML document type. To perform a keyword search for TN XML Document Types 1 In My webMethods: Administration > Integration > B2B > Document Types administration >Document Types. 2 Select the Keyword tab. To perform an advanced search for TN XML Document Types 1 In My webMethods: Administration > Integration > B2B > Document Types administration >Document Types. 2 Select the Advanced tab. 3 Select the Filter tab.

4 In the Filters panel, specify at least one filter

Specifying the Search Filter for Extracted Custom Attributes

To perform an advanced search for document types, if you selected Extracted Custom Attributes from the Field Name list, do the following to specify the search filter for extracted custom attributes: To specify the search filter for extracted custom attributes 1 In My webMethods: Administration > Integration > B2B > Document Types administration >Document Types. 2 Select the Advanced tab. 3 Select the Filter tab. 4 In the Filters panel, select Extracted Custom Attributes from the Field Name list. 5 Click Edit. 6 In the Select Extracted Attribute(s) dialog box, you can use keyword search, advanced search, or saved search for listing the search results for extracted custom attributes in the Available list. To view the extracted document attributes of TN XML Document Types 1 In My webMethods: Administration > Integration > B2B > Document Types Administration >Document Types. 2 In the Document Types search result panel, click View Extracted Attributes in the row corresponding to the document type for which you want to view the extracted attributes. The Summary of Extracted Attributes panel lists the extracted custom attributes and the extracted system attributes of the selected document type. To update a TN XML document type when a sample document is available 1 In My webMethods: Administration > Integration > B2B > Document Types administration >Document Types. Trading Networks displays all the document types. 2 In the row containing information about the TN XML document type that you want to update, click Edit 3 In the Document Type Details page, upload the sample document and edit the fields in the Identify, Extract, Namespaces, and Options tabs as required. 4 You can do one of the following: Click Save to save the changes you have made and continue defining the TN XML document type. Click Save and Close to save the changes and close the TN XML document type. Click Cancel if you do not want to save the TN XML document type

Updating a TN XML Document Type Based on a Transaction

To update a TN XML document type based on a transaction, perform the following procedure. To update a TN XML document type using a transaction 1 In My webMethods: Monitoring > Integration > B2B > Transactions. 2 Click Show Actions on the row containing the document that you want to use for editing the document type. Select Edit Document Type. Trading Networks displays the Document Type Details page for the selected TN XML document type. 3 In the Document Type Details page, edit the fields in the Identify, Extract, Namespaces, and Options tabs as required. To disable/Enable a TN XML document type 1 In My webMethods: Administration > Integration > B2B > Document Types administration >Document Types.

2 Select the row containing information about the TN XML document type that you want to disable. 3 Click Disable. The Status column indicates that the TN XML document type is disabled. 3 Click Enable. The Status column indicates that the TN XML document type is enabled To test TN XML document types 1 In My webMethods: Administration > Integration > B2B > Document Types administration >Document Types. 2 Select the Advanced tab. 3 Select the Test tab. 4 Click Browse and select the sample document you want to use for the test. 5 Click Test. To submit XML documents to Trading Networks 1 In My webMethods: Administration > Integration > B2B Settings > Submit Documents. 2 In the Submit Method field, select one of the following options based on how you want to submit the document. Select Copy text to copy the file contents. Select Upload file to upload the file. 3 In the PRT Ignore Document list, select one of the following: True. Trading Networks does not route the submitted document to webMethods Process Engine. Select this option if the WmPRT package is not installed. False. Trading Networks routes the submitted document to webMethods Process Engine. Select this option if the WmPRT package is installed. 4 Based on the method you chose to submit the document in the Submit Method field, do the following: If you selected Copy text, then in the Document Content field, copy the XML file contents. If you selected Upload file, then in the FileName field, type the path of the file or click Browse and select the file. 5 Click Submit to submit the XML file to Trading Networks. -------------------------

Defining TN Flat File Document Types

To define a TN flat file document type 1 In My webMethods: Administration > Integration > B2B > Document Types Administration. 2 Perform one of the following procedures: New To define a new TN flat file document type, do the following: 1 Click Add Document Types. 2 Select Flat File. Copy To copy an existing TN flat file document type to create a new TN flat file document type, click Copy on the row containing the TN flat file document type that you want to copy.The TN flat file document type fields are filled with values from the TN flat file document type that you copy. You can update any or all fields of the duplicated TN flat file document type. From a transaction You can create a document type based on a transaction for which the document type is Unknown. 1 In My webMethods: Monitoring > Integration > B2B > Transactions.

2 Click Show Actions on the row containing the Unknown document that you want to use for creating the document type. 3 Select Create Document Type. 4 In the Create Document Type dialog box, select the document type category by clicking Flat File. 3 In the Flat File Document Types Details page, fill 4 Click the Configure tab. 5 In the Pipeline Matching panel, click Add to specify the pipeline matching variables that Trading Networks will use to match flat file documents to the TN flat file document type 6 In the Extracted Attributes panel, click Add to specify the system attributes and document attributes (document data) that you want Trading Networks to extract from the documents. 7 To edit an attribute in the TN flat file document type, click Edit. 8 To delete an attribute from the TN flat file document type, select the attribute row and then click Delete. 9 To create a new document attribute, click Document Attributes. Before you navigate to the Document Attributes page, you can save or discard the changes to the TN flat file document type. 10 Click the Options tab and specify the options. To perform a keyword search for TN Flat File Document Types 1 In My webMethods: Administration > Integration > B2B > Document Types Administration >Document Types. 2 Select the Keyword tab. 3 In the Keywords field, type the keywords that you want to use for searching the document types that contain the keyword(s) in the document type name. To specify the search filter for extracted custom attributes 1 Click Edit. 2 In the Select Extracted Attribute(s) dialog box, you can use keyword search, advanced search, or saved search for listing the search results for extracted custom attributes in the Available list. For keyword search, do the following: 1 Select the Keyword tab. 2 Type the keyword in the Keywords field. 3 Click Search. To view the extracted document attributes of TN flat file document types 1 In My webMethods: Administration > Integration > B2B > Document Types Administration >Document Types. 2 In the Document Types search result panel, click View Extracted Attributes in the row corresponding to the document type for which you want to view the extracted attributes. The Summary of Extracted Attributes panel lists the extracted custom attributes and the extracted system attributes of the selected document type.

Updating a TN Flat File Based on a Transaction

To update a TN flat file document type based on a transaction, perform the following procedure. To update a TN flat file document type using a transaction 1 In My webMethods: Monitoring > Integration > B2B > Transactions. 2 Click Show Actions on the row containing the document that you want to use for editing the document type. Select Edit Document Type. Trading Networks displays the Document Type Details page for the selected TN flat file document type.

3 In the Document Type Details page, edit the fields in the Configure and Options tabs as required. To disable a TN flat file document type 1 In My webMethods: Administration > Integration > B2B > Document Types Administration >Document Types. 2 Select the row containing information about the TN flat file document type that you want to disable 3 Click Disable. The Status column indicates that the TN flat file document type is disabled. To enable a TN flat file document type 1 In My webMethods: Administration > Integration > B2B > Document Types Administration >Document Types. 2 Select the row containing information about the TN flat file document type that you want to enable. 3 Click Enable. The Status column indicates that the TN flat file document type is enabled.

Executing the Service Synchronously or Asynchronously

To specify that you want Trading Networks to execute a service synchronously or asynchronously, you select one of the following: Synchronous. Trading Networks attempts to synchronously execute the service a single time. Asynchronous. Trading Networks attempts to asynchronously execute the service a single time. Service execution task. Trading Networks sets up a service execution task for the asynchronous execution of the service. Trading Networks uses reliable execution to reexecute the service one or more times if the service fails. To specify the address of the SMTP server 1 In Integration Server Administrator: Settings > Resources > Edit Resource Settings. 2 In the Email Notification section of the screen, set the SMTP Server field to the domain name or IP address of the SMTP server that you want the Integration Server to use. 3 Click Save Changes. 4 When you use the Alert e-mail action, you specify the recipient that is to receive the email message, the subject line for the e-mail message, and the body (or content) of the e-mail message.

Immediate Delivery
When the Deliver Document By processing action indicates Immediate Delivery, Trading Networks attempts to deliver a document directly to the receiving partner. You can create immediate delivery methods using the delivery methods that Trading Networks provides. In addition, Trading Networks provides built-in immediate delivery methods. The delivery methods from which you can create the immediate delivery methods are as follows: E-mail FTP FTPS HTTP HTTPS Web Service

Scheduled Delivery

When the Deliver Document By processing action indicates scheduled delivery, Trading Networks batches documents that are then delivered at scheduled times. Trading Networks also creates the delivery task for the document and places the delivery task in the queue specified by the processing rule. For scheduled delivery, Trading Networks supports two types of queues: public queues and private queues. Using Reliable Delivery with Scheduled Delivery Trading Networks automatically uses reliable delivery for a scheduled delivery method. Reliable delivery is a feature of Trading Networks where Trading Networks attempts to deliver a document to a partner one or more times based on settings that you define. To specify how many times Trading Networks attempts to re-deliver a document that is scheduled for delivery, you define reliable delivery settings in the profile for each of your partners. To keep track of the attempts to deliver a document, Trading Networks establishes a delivery task. Polling When Trading Networks queues the document for polling, it places the document in an internally-defined queue. Trading Networks does not deliver the documents that are in this queue. Instead, Trading Networks waits for a partner to poll for the documents.When a specific partner polls for documents, Trading Networks returns all the documents in the queue for which that partner is the receiver. To define a processing rule 1 In My webMethods: Administration > Integration > B2B > Processing Rules. 2 Perform one of the following procedures to add a new processing rule. Add Processing Rule. To add a new processing rule in a specific order relative to a selected processing rule. 1 Select the row where you want to add the new processing rule. 2 Click Add Processing Rule and then one of the following: Above. Add a new processing rule above the selected processing rule. Below. Add a new processing rule below the selected processing rule. Last. Add a new processing rule to the bottom of the full unfiltered processing rules list. All other processing rules keep their original ordinal numbers. Make sure you place the Default processing rule in the last position in the filter processing rules list 3 Trading Networks displays a blank Processing Rule Details page for you to complete. Copy. Add a new processing rule that is a copy of an existing one. Trading Networks adds the new rule to the bottom of the processing rules list. 1 Click Copy corresponding to the row containing the processing rule that you want to copy. 2 Trading Networks displays the Processing Rule Details page for you to complete. You can update any or all fields from the duplicated processing rule. 3 On the Processing Rule Details page specify the name you want to give the processing rule in the Name field. Specify 1-64 characters. There is no restriction to the characters that you can use. 4 If you do not want this processing rule to be enabled, deselect the default Enabled field. 5 Optionally, specify a description for the processing rule in the Description field. Specify 1-255 characters. There is no restriction to the characters that you can use. 6 Click the Criteria tab and fill in the fields to identify documents that should be processed using this rule. A document must meet all the criteria that you specify on both the Criteria and Extended Criteria tabs for Trading Networks to use the processing rule to process the document. 7 Click the Extended Criteria tab to specify custom attributes that you want Trading Networks to use as criteria for matching processing rules. A document must meet all the criteria that you specify on both the Criteria and Extended Criteria tabs for Trading Networks to use the processing rule to process the document.

8 Click the Pre-Processing tab and fill in the fields to specify the pre-processing actions you want Trading Networks to perform for documents that meet the criteria specified in this processing rule. By default, Trading Networks checks all pre-processing actions. 9 Click the Action tab, and then click Add Action to add one or more of the following processing rule actions: Alert e-mail Deliver document by Change user status Respond with Execute a service When you add a processing rule action, Trading Networks displays the corresponding dialog for each action. Complete your selections for each processing rule action as explained below. Trading Networks performs the actions in the following order, if the actions are specified: a Execute a service b Alert e-mail c Change user status d Deliver document by e Respond with Execute a service. Specify the service you want Trading Networks to invoke for the document and how you want Trading Networks to invoke the service. Optionally, you can also hardcode input parameters for the service. For more information about the Execute a service processing rule action, a Click Select Service to browse the services and select the service you want Trading Networks to invoke for the processing action: b Specify how to invoke the service: To invoke the service synchronously, select Synchronous. To invoke the service asynchronously, select Asynchronous. To invoke the service asynchronously and use a service execution task, select Service execution task. c To set inputs for the service, click Set Inputs. Trading Networks displays the input parameters for the service. Type in values for the parameters you want to hardcode an input value. After specifying inputs, click OK. Alert E-mail. Compose an e-mail message to send to a specified contact. Specify the recipient, subject line, and body of the e-mail message in the E-mail To, Subject, and Mail Body fields, respectively. For more information about the Alert E-mail processing rule action. To define a processing rule based on a saved document 1 In My webMethods: Monitoring > Integration > B2B > Transactions. 2 Click Show Actions on the row containing the document that you want to use for creating the processing rule. 3 Select Create Processing Rule. 4 To change the criteria, select the Criteria tab; then, update the settings as you want. 5 To change the custom attribute (extended) criteria, select the Extended Criteria tab; then, update the settings as you want. 6 To change the pre-processing actions, select the Pre-Processing tab; then, update the settings as you want. 7 To change the processing actions, select the Action tab; then, update the settings as you want. 8 Click Save & Close. Trading Networks saves the processing rule and closes the Processing Rule Details screen.

To update the default processing rule 1 In My webMethods: Administration > Integration > B2B > Processing Rules. 2 Click on the processing rule named Default rule. 3 To update the pre-processing actions, click the Pre-Processing tab. Then, update the pre-processing actions. 4 To update the processing actions, click the Action tab. Then, update the processing actions. Note: Ensure that the Default rule remains last in the full, unfiltered processing list. 5 Click Save & Close. Trading Networks closes the Processing Rule Details page and saves the changes to the processing rule. To order processing rules 1 In My webMethods: Administration > Integration > B2B > Processing Rules. 2 Click _--_> corresponding to the rule you want to move. To test the order of processing rules 1 In My webMethods: Administration > Integration > B2B > Processing Rules. 2 Click the Advanced tab in the Search panel. 3 Click the Test tab. 4 Click Browse to select the sample document you want to use for the test and click Test.

Performing a Keyword Search for Processing Rules

Use a keyword search to locate processing rules based on their names. To perform a keyword search for processing rules 1 In My webMethods: Administration > Integration > B2B > Processing Rules. 2 Click the Keyword tab if it is not already displayed. 3 In the Keywords field, type the keywords that you want to use for searching the processing rules.

Specifying the Search Order

You can specify the search order that you want Trading Networks to follow when performing a query. To specify the search order 1 In My webMethods: Administration > Integration > B2B > Processing Rules. 2 Click the Options tab in the Search panel. 3 In the Search order panel, do the following: To move a search criteria up, select the criteria you want to have precedence and then click . To move a search criteria down, select the criteria you want to have precedence and then click . 4 Click Save to save the new search order.

Updating Processing Rules

To update a processing rule, perform the following procedure. To update a processing rule 1 In My webMethods: Administration > Integration > B2B > Processing Rules. 2 Click Edit corresponding to the processing rule you want to update. 3 To update the name, type a new name in the Name field. You can specify 1-64 characters. There is no restriction to the characters that you can use. 4 To update the processing rule status, select or clear the Enabled option. To disable a processing rule 1 In My webMethods: Administration > Integration > B2B > Processing Rules. 2 Select the row(s) containing the processing rule(s) you want to disable.

3 Click Disable. Trading Networks places in the Status column to indicate that the processing rule is disabled.

Enabling Processing Rules

If you disable a processing rule and then later determine that you want Trading Networks to use it again, you can enable it. To enable a processing rule 1 In My webMethods: Administration > Integration > B2B > Processing Rules. 2 Select the row(s) containing the processing rule(s) you want to enable. 3 Click Enable. Trading Networks places in the Status column to indicate that the processing rule is enabled.

Deleting Processing Rules

If you no longer need a processing rule, you can delete it. Deleting a processing rule removes it entirely fromTrading Networks. You will not be able to recover it later. To delete a processing rule 1 In My webMethods: Administration > Integration > B2B > Processing Rules. 2 Select the row(s) containing the processing rule(s) you want to delete. Important! This is an actual delete of the processing rule. The processing rule is not deactivated; it is removed from the Trading Networks system. You will not be able to recover it later. 3 Select Delete. Trading Networks confirms that you want to delete the selected processing rule(s). Click OK to delete. ---------------------------------------------------------------------------------------------------A queue in Trading Networks is a grouping of outbound documents that can be delivered in batch. Note that a Trading Networks queue is not a queue in the traditional sense. Instead, it is a set of rows in theTrading Networks database. When documents are placed in a queue, Trading Networks does not deliver them immediately; rather, Trading Networks delivers them based on a schedule defined for the queue. Trading Networks supports queues for two different purposes: scheduled delivery and polling.

About Scheduled Delivery Queues

A scheduled delivery queue is a queue for batching documents to be sent to the receiving partners at scheduled times. You define one or more queues that Trading Networks uses for scheduled delivery. A scheduled delivery queue does not contain documents. Instead, it contains delivery tasks that are associated with documents. All scheduled deliveries use reliable delivery. Reliable delivery is a feature of Trading Networks where Trading Networks attempts to deliver a document to a partner one or more times based on settings that you define in the partner's profile. To use a scheduled delivery queue for a partner, you add the Queue for delivery delivery method and define the queue settings in the profiles delivery settings.

Types of Scheduled Delivery Queues

Trading Networks supports two types of scheduled delivery queues-private and public.

Private Queues
A private queue is a queue that contains only delivery tasks that correspond to documents aimed for a specific receiving partner. You define private queues in the delivery settings of a partners profile. The queue will only contain delivery tasks that correspond to documents that are to be delivered to the partner defined by the profile.

Public Queues
A public queue is a queue that can contain delivery tasks that correspond to documents that are aimed for multiple receiving partners.

Scheduled Delivery Queue States

You can manage your scheduled delivery queues by enabling, disabling, draining, and suspending them. These actions change the state of the queue, which defines whether Trading Networks can add delivery tasks into a queue and whether Trading Networks can deliver the documents that correspond to the delivery tasks in the queues. To define a private queue 1 Search for the profile for which you want to add a private queue. 2 Click Edit in the row for the partner profile for which you want to add a privatequeue. 3 Click the Delivery Settings tab. 4 In the DELIVERY METHODS panel, click Add Delivery Method. 5 From the Delivery Method list, select Queue for delivery. 6 Select Use Private Queue. 7 Click Edit. 8 From the Delivery Service field, select the delivery service to use with the private queue. 9 Click the Inputs tab and fill in the inputs to the delivery service. Select Include empty values for string types? 10 From the State list, select the state of the queue (Enable, Disable, Drain, or Suspend Delivery). 11 Click the Schedule tab and from the Process Queue list, select how often (Run Once, Fixed Interval, Hourly, Daily, Weekly, Monthly, or Yearly) that you want Trading Networks to invoke the delivery service to deliver documents in the queue. 12 Based on your selection from the Process Queue list, fill in the associated fields. 13 Click OK to close the Private Queue dialog box. 14 Click OK to close the ADD DELIVERY METHOD dialog box. 15 Click Save on the Partner Profile page. To define a public queue 1 In My webMethods: Administration > Integration > B2B > Public Queues. 2 Click Add Queue. Trading Networks displays the Public Queue Information panel. 3 In the Name field, specify a name for the queue. You can specify a string of up to 225 alphanumeric characters. Trading Networks displays this name when listing available public queues. 4 From the Delivery Service field, select the delivery service to use with the public queue. Trading Networks provides a single scheduled delivery service, Batch FTP (wm.tn.transport:batchFtp service), which uses FTP to deliver documents to a single destination. If you created a custom delivery service and registered them with Trading Networks, then you can associate your custom scheduled delivery services with the queues that you define. To perform a keyword search for public queues 1 In My webMethods: Administration > Integration > B2B > Public Queues. 2 Click the Keyword tab if it is not already displayed. 3 In the text box, type the keywords that are contained in the queue name. To delete a public queue 1 In My webMethods: Administration > Integration > B2B > Public Queues.

2 If the queue you want to delete is not listed, search for the queue you want to delete. 3 Select the check boxes beside the names of the queues that you want to delete. 4 Click Delete. To change the state of a private queue 1 Search for the profile for which you want to add a private queue 2 Click Edit in the row for the partner profile for which you want to add a private queue. 3 Click the Delivery Settings tab. 4 Click Edit in the row for the Queue for delivery delivery method. If this delivery method is using a private queue, the Use Private Queue check box is selected in the EDIT - QUEUE FOR DELIVERY dialog box. 5 Click Edit. 6 For State, select the queue state you want: Enable, Disable, Drain, or Suspend Delivery. 7 Click OK to close the Private Queue dialog box. 8 Click OK to close the EDIT - QUEUE FOR DELIVERY dialog box. 9 Click Save to save the changes to the profile. To change the queue state of a public queue 1 In My webMethods: Administration > Integration > B2B > Public Queues. 2 If the queue you want to update is not listed, search for the queue you want to delete. 3 Click Edit in the row containing the public queue that you want to update. 4 For State, select the queue state you want: Enable, Disable, Drain, or Suspend Delivery. 5 Click Save.

About Queue for Polling

The queue for polling is an internally-defined queue that contains documents. Trading Networks does not deliver the documents in this queue. Instead, Trading Networks waits for a partner to poll for the documents. When a specific partner polls for documents, Trading Networks returns all documents in the queue for which the polling partner is the receiver. Trading Networks handles the management of the queue for polling. You cannot enable, disable, drain, or suspend this queue. This queue is always enabled. Your trading partners that poll your system for documents determine the method (e.g., HTTP) to use when requesting documents in your queue and how frequently to poll your system for documents. To define a queue for polling settings 1 Search for the profile you want to update; that is, the profile of the partner for which you want to define how your system will poll for documents in that partners system. 2 Click Edit in the row for the partner profile. 3 Click the Delivery Settings tab. 4 In the SETTINGS panel, fill in the following queue for polling fields 5 Click Save to save the profile. ----------------------------------------------------A delivery service is a service that webMethods Trading Networks (Trading Networks) invokes to deliver documents to trading partners. Trading Networks supports two types of delivery services: immediate and scheduled delivery.

What Is an Immediate Delivery Service?

An immediate delivery service is a service that acts on a single document to deliver the document to a single partner. Trading Networks invokes an immediate delivery service when the Deliver Document By processing action in a processing rule indicates to use an immediate delivery method.

What Is a Scheduled Delivery Service?

A scheduled delivery service is a service that acts on multiple documents to deliver those documents to one or more partners. Trading Networks uses scheduled delivery services during scheduled delivery. Scheduled delivery is a way to batch multiple documents that are acted on (delivered) at scheduled times.