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Configure Trading Partners

The only information you need to create a new partner is its name and a single identifier related to that partner. You can add other information after creating a partner. Once created, each partner has its own page located in the Partners section in the left navigation menu.

From the Partner detail page you can:

  • Add information about your partner along with contact details.

  • Add identifiers to uniquely identify it from other partners.

  • Add certificates owned by the partner.

  • Configure validation, acknowledgment, control number, and character set settings applicable to all message flows for this trading partner.

Create a Partner

  1. From within your Anypoint Partner Manager environment, select Partners from the left navigation.

  2. Click New partner.

  3. Add a name that easily identifies your partner.

  4. Select an identifier from the Type list. This uniquely identifies your partner. For example, depending on your setup, select one of the following: AS2 ID, X12-ISA, X12 GS, or the DUNS number.

  5. Provide a value for your identifier (and qualifier for X12-ISA) and click Create partner to create your trading partner.

    See Identifiers for more information about X12 Identity settings.

  6. If you want to add an endpoint now, click New under Endpoints: Send to <partner name>.

  7. Select the Protocol-Type of the Endpoint for which you are entering settings.

  8. Set up your endpoint based on the protocol type you selected.

For more information about your protocol type refer to:

You can now setup message flows related to this trading partner by using Create a Message Flow or continue to update this partner.

Update a Partner’s Profile

You can add the following information for each trading partner from the Partners selection in the left navigation:

  1. Under the About section, click Edit. Add or update the following information:

    • Description - Provide a brief description of your partner’s business, what kind of trading relationship your organization has with them, and so on.

    • Website - enter a valid URL to your trading partner’s website.

    • Logo - upload a logo associated to your trading partner. Supported logo file formats are: .jpg, .jpeg, .png, .gif, or .svg files. Maximum file size is 30KB.

    • Corporate address - provide a complete address that includes the Street, City, State, Postal code, and Country.

    • Add contacts - available contact types are: Business, Technical or Other. You can add up to three contacts associated with a trading partner’s profile. You can also delete contacts from here.

  2. Click Save. A message confirms that the partner’s profile is successfully updated.

  3. If you want to add more identifiers for your trading partner click New within the Identifiers section.

    • Select an identifier type from the Type drop-down menu. This uniquely identifies your partner. For example, depending on your setup, select one of the following: AS2 ID, X12-ISA, X12 GS, or the DUNS number.

    • Provide a value for your identifier (and qualifier for X12-ISA) and click Create identifier to save your changes. See Identifiers for more information about X12 settings.

  4. Click New within the Certificates section to upload any needed digital certificates. This is your partner’s digital certificate (such as an X.509 certificate in PKCS12 file format for the AS2 transport protocol).

    If a single certificate is uploaded, Partner Manager prevents you from deleting your only certificate.
    • Click Choose file to select and upload the certificate.

    • Click Upload certificate (typically a <certificate name>.pem file provided by your trading partner) to upload the chosen digital certificate file.

      View information about an uploaded certificate by clicking its link. See Certificates for more information about configuring certificates in Partner Manager.

  5. Configure X12 validation settings that can be used for all message flows that you are configuring with your trading partners. These include:

    • Validations

    • Acknowledgment

    • Control numbers

    • Character sets

Delete a Partner

If you are no longer trading with a partner, you can remove the partner by deleting it. Consider that deleting a partner deletes all assets associated with that partner as well as configuration records for it. For example:

  • Undeployment of all deployed messages

  • Deletion of all message flows, identifiers, endpoints, and certificates associated with that partner

  • Removes all listed assets

  • Removes the partner from the partner list

Deleting a trading partner deletes the information associated with that partner, such as identifiers, certificates, endpoints, and message flows. Activities for the partner that occurred before the partner was deleted are not deleted, although the Activities page shows that the partner has since been deleted. After successfully deleting a partner, you can create a new partner with the same name as the deleted partner.

Ensure that your on-premise Mule instances, the servers hosting them, and the server group in Anypoint Runtime Manager called: B2BserverGroup are active and running by contacting your B2B System Administrator or checking the status of the server in Anypoint Runtime Manager (see Server Settings).

You cannot delete a partner if the server is not running.
  1. From within your Anypoint Partner Manager Sandbox or Production environment, select Partner from the upper left.

  2. Select a partner and click Delete in the upper-right and confirm your deletion in the dialog that follows.

  3. If you need to create a new partner, add it now.

Refer to the options for each at X12 Settings - Receive from Partner

Delete Identifiers

You might want to delete an identifier when it is no longer needed. Consider that deleting an existing host or partner identifier impacts the identification and routing of B2B messages to the associated partner. Ask yourself the following when deleting an identifier: Why do you want to delete it? Do you need to replace it with another identifier? Remember that there must always be at least one identifier per message flow before you can delete it.

After successfully deleting an identifier, you can create a new identifier with the same value as the one you deleted.

You can delete identifiers such as X12 ISA, X12 GS, AS2, and DUNS. You cannot delete the last identifier, as there must be at least one in the list.

  1. If you need to replace the identifier, record the values and qualifier type needed.

  2. Choose the partner name and click <Partner name> to expand it.

  3. Hover over the identifier you want to delete and click the trash can icon that appears towards the right-hand side of the identifiers row.

  4. If you need a replacement, add it now by clicking New.

Delete Endpoints

You can delete any endpoints that are not used in a message flow configuration:

  1. From within your Anypoint Partner Manager Sandbox or Production environment, select <host partner name> from the upper left.

  2. From Endpoints: Send to <partner name>, search for the endpoint you want to delete by name, protocol, URL, or description.

    If you canโ€™t remember what to search for, scan the list for any endpoints that donโ€™t have a message flow associated with them. These are indicated by a 0 in the message flow column.

  3. Hover over the endpoint name until you see the garbage can icon, click the icon, and then click Delete.

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