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Partner Configuration

To configure a trading partnership using Anypoint Partner Manager (APM), you must:

  1. Configure settings for your company

    Your company may have been set up during the provisioning process. If so, its name appears at the top of the Name list on the Trading Partner Page, identified as YOUR COMPANY.
  2. Configure settings for a trading partner

Get Started

  1. Start APM. The Transaction Monitoring Page appears.

  2. In the left-hand navigation pane, click Partner Configuration. The Partner Configuration Page appears.

img-partner-configuration
Figure 1. Partner Configuration Page

Create and Configure Partners

  1. On the Partner Configuration Page:

    To add or edit settings for the Home Partner (Your company on the Partner Configuration Page), in the Name table, click the name of your company.

    To add a new partner, click New Partner.

    To edit settings for an existing trading partner, in the Name table, click the name of the partner.

img-company-information
Figure 2. Company Information Page
  1. To add or edit company information, see Company Information.

    Notice that the left-hand navigation pane of the Company Information Page includes a number of different types of partner settings. To add or edit settings for any of these settings types, click the page name in the left-hand navigation pane. See the following sections for information about the settings on each page.

Default Settings for Message Format

Saving Settings

On each page, a red bar appears on the lateral margins of boxes that correspond to required settings. When each required setting on a given page contains a valid value, the Save box at the top of the page is enabled.

To save new settings, click Save.

Exporting Partners

Anypoint Partner Manager (APM) provides the ability to export partners for:

  • Use in another environment

  • Backup purposes

These partners can be imported back into APM later; see Importing Partners section for more information.

To Export a Partner

  1. Start APM.
    In the left-hand navigation pane, click Partner Configuration. The Partner Configuration Page appears.

  2. On the Partner Configuration Page, in the Name table, select the radio button or radio buttons of the partner or partners you want to export.
    On the Partner Configuration Page, the Promote and Export buttons appear to the left of the New Partner button.

  3. Click the Export button.
    The Export Dialog Box appears; it lists the partners that will be exported. Click Export to export these partners. To abort the export, click Dismiss.
    The export process begins.
    When the process completes, it downloads a plain-text file that includes data for the selected partner or partners.

The downloaded file is automatically named. The file name pattern consists of the words partners_export, to which the current date is appended.
For example, partners_export_2016-07-12.txt

Importing Partners

APM provides the ability to import Partners that have been exported (see Exporting Partners for more information. Only users with the appropriate role or permissions are able to import partners.

If a specific partner exists in an environment and you import that partner into the environment, data from the imported partner replaces the data of the existing partner.

To Import a Partner

  1. On the Partner Configuration Page, click Import on the top right.

    The Import partners box appears, displaying a list of environments into which you can import an environment.

  2. To continue, select an environment from the Environment list, then click Next.

  3. Click Choose File.
    A file selection window appears. From the window, select the file that contains the data of the partner you want to import.
    Select the Keep existing identifiers box if you want the partner you are importing to keeps its identifiers.
    If this box is deselected, then identifiers for this partner that already exist in the environment you selected in the previous step will not be over-written.
    Select the Override Certificates checkbox if you want the partner you are importing to keep its AS2 certificates.
    If this checkbox is deselected, then certificates for this partner that exist in the environment you selected in the previous step will not be over-written.

  4. Click Import.

Promoting a Partner

APM provides the ability to promote - that is, copy, a trading partner from one environment to another. For information about scenarios in which you might want to promote a partner, see Promotion Scenarios.

Only users with the appropriate role or permissions will be able to promote partners.

To Promote a Partner

  1. On the Partner Configuration Page, click the selection box at the left end of the row that corresponds to the partner you want to promote.

  2. Click Promote at the top right.
    The Promote partners box opens, displaying the partner to be promoted.

    Select the Keep existing identifiers box if you want the partner you are promoting to keeps its identifiers.
    If, on the other hand, this box is deselected, then identifiers for this partner that already exist in the environment you selected in the previous step will not be over-written.
    Select the Override Certificates checkbox if you want the partner you are promoting to keep its AS2 certificates.
    If this checkbox is deselected, then certificates for this partner that exist in the environment you selected in the previous step will not be over-written.

    To continue, click Next.

  3. In the Promote partners box, select the environment to which you want to promote the partner, then click Promote. click Choose File.
    A file selection window appears. From the window, select the file that contains the data of the partner you want to promote.

  4. Click Promote.