Creating Partners
Create a new partner by using the Partners page to specify partner-specific information such as name, identifiers, endpoints, and validation rules.
Before you create your first partner, make sure that you have configured your payload storage API and that you have the following information:
-
The partner’s name (usually the name of the company)
-
One or more partner identifiers (such as the AS2 ID, X12-ISA, X12 GS, and so on)
To create a partner:
-
In Partner Manager, select Partners in the sidebar.
-
Click Create partner > Partner.
-
Enter the following information:
Setting Description Name
Text string that uniquely identifies your partner
Type
Identifier type
Qualifier
Value that appears if you selected X12-ISA or EDIFACT-UNB as the type
Identifier Value
Value that uniquely identifies your partner in the EDI stream
-
Click Create partner.
Configure Additional Partner Settings
Add the following settings for the new partner, either now or later on:
| Settings | Action | Additional Information |
|---|---|---|
Information about the partner, such as the partner’s address, website, and contact details. |
Click Edit in the About section. |
|
Additional identifiers to associate with the partner. |
Click New in the Identifiers section. |
|
Partner’s digital certificates, such as X.509 certificates. |
Click New in the Certificates section. |
|
Partner-specific endpoints to use for sending and receiving messages to and from your partner, including acknowledgment endpoints. If you plan to use host endpoints only, you don’t need to create partner-specific endpoints. |
Click New in the Endpoints section. |
|
Acknowledgments, validations, and control numbers for each message format that the partner uses. For EDIFACT and X12, you can also configure character sets and separators (send formats only). |
Click the links in the Validation and acknowledgement settings. |
|
Character encoding override option for received AS2 messages. |
Click AS2 in Global endpoint settings. |