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Getting Started with Partner Manager

Assign Permissions to Partner Manager Users

For each environment, use access management to assign permissions to each Partner Manager user. You can assign the following permissions:

  • Partner Manager Administrator

    • Has full permissions

  • View Host, Partners, and Message Flows

    • Has view-only access to the host, partner, and message flow configurations

    • Can’t view transaction activity

  • Manage Partners and Message Flows

    • Can create, modify, and delete partners or message flow configurations

    • Can view partner configurations

    • Can’t view and manage transaction activity

  • Manage Activity

    • Can view and manage transaction activity

    • Can’t view or modify either partner or message flow configurations

  • Manage Host

    • Can create, modify, and delete host configurations

    • Can’t view or modify partner configurations or transaction activity

    This access applies even if the user has the Anypoint Platform Org Admin role.

  • View Activity

    • Has view-only access to transaction activity

    • Can’t view or modify either partner or message flow configurations

For more information, see Permissions Available in Anypoint Platform.

Configure Partner Manager Deployment Settings

You can deploy Partner Manager runtime applications to either CloudHub or Anypoint Runtime Fabric. To configure deployment options, use the Partner Manager Settings page in access management.

For more information, see Deploying Partner Manager Runtime Apps.

Set Up the Payload Storage API

Partner Manager requires that you deploy a payload storage API for storing transmission information. You can connect this API to your choice of a storage location, such as a database, Amazon S3, or a file system.

For more information, see Configuring a Payload Storage API.

Configure a Host Profile

Use the <host> page in Partner Manager to configure a host profile for your Anypoint Platform organization or business group. A host profile consists of the EDI and AS2 identifiers used by your organization, associated digital certificates and keystores, host-owned endpoints, message types, Payload Storage API details, and global settings for EDIFACT receive messages.

For more information, see Configuring and Managing a Host Profile.

Configure a Partner Profile for Each of Your Partners

A partner profile consists of partner-specific settings such as:

  • The partner’s name

  • Identifiers (such as the AS2 ID, X12-ISA, X12 GS, and so on)

  • Digital certificates (such as X.509 certificates)

  • Endpoints to use for sending and receiving messages to and from your partner

  • The acknowledgments, validations, and control numbers for each message format that the partner uses

Configure a partner profile for each of your partners. If you plan to use only host endpoints, you don’t need to create partner-specific endpoints.

For more information, see Configuring and Managing Partners.

Configure Third-Party Connections

If your partners use third-party service providers such as VANs or 3PLs (third-party logistics providers) that manage the B2B connectivity with your organization on behalf of your partners, then create configurations for these connections.

Creating third-party connections is similar to configuring partner profiles, except that the acknowledgements, validations, and control numbers associated with message formats are configured only at the partner level.

Configure Message Flows

Message flows contain the following components, which execute end-to-end B2B message processing:

  • Partner identifiers

  • Receive and send endpoints

  • Source and target message types

  • DataWeave translation maps

Create inbound message flows to receive messages from your partners, transform the messages into your internal application format, and send the transformed message to your backend system.

Create outbound message flows to receive messages from your backend applications, transform the messages to your partner’s message format, and send the messages to your partner.

Deploy and Test Configured Message Flows

Deploy and test the message flows in a sandbox environment. After you verify that a message flow is successful, you can undeploy it from the sandbox and redeploy it to your production environment.

Monitor Transmissions and Individual Messages

Monitor transmission activity by searching for transactions based on criteria such as the:

  • Partner name

  • Message direction

  • Send and receive dates

  • Messaging processing status

  • Partner and host message type

You can also search for transactions based on any custom message attributes that you defined for the message type using DataWeave.

Monitor individual message activity by searching for messages based on criteria such as the:

  • Partner name

  • Message direction

  • Date range within which the message was sent

  • Acknowledgement status

  • Messaging process status

  • Partner and host message types

You can also search for individual messages based on any custom message attribute that you defined for the message type using DataWeave.

Troubleshoot Rejected or Overdue Acknowledgments

When you monitor transmissions, you can search by acknowledgment status (Ack Status field) to find outbound transmissions that either received an X12 997 or EDIFACT CONTRL rejection or that are overdue for the functional acknowledgment. Then, you can review the X12 997 or EDIFACT CONTRL payload received from your partners and add a comment to indicate the action taken.

For more information, see EDI Acknowledgment Reconciliation.