GenTran 5.1 manual

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Table of contents for the manual

  • Page 1

    User ’ s Guide Gentran:Server ® for Windows ® V ersion 5.1 4232-510-USER15-0000[...]

  • Page 2

    Gentran:Server for Windows © Copyright 1995–2005 S terling Commerce, Inc. ALL RIGHTS RESER VED Sterling Commerce Software T rade Secret Notice THE GENTRAN:SERVER FOR WINDOWS SOFTW ARE ("STERLI NG COMMERCE SOFTW ARE") IS THE CONFIDENTIAL AND TRADE SECRET PROPERTY OF STERLING COMMERCE, INC., ITS AFFILIA TED COMP ANIES OR ITS OR THEIR LIC[...]

  • Page 3

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Preface About this Guide ◗ Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . viii ◗ What’s in this Manual . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .[...]

  • Page 4

    Gentran:Server for Win dows – November 2005 Gentran:Server for Windows User’s Guide ii ◗ Outbound Group Select Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-44 ◗ Outbound Group Entry Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-45 ◗ Outbound Interchange[...]

  • Page 5

    Gentran:Server for W indows User’s Guide Gentran:Server for W indows – November 2005 iii Chapter 4 Using Documents ◗ Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .4 - 3 Document Browsers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .[...]

  • Page 6

    Gentran:Server for Win dows – November 2005 Gentran:Server for Windows User’s Guide iv ◗ Importing Documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-57 ◗ Exporting Documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-59 Chapt[...]

  • Page 7

    Gentran:Server for W indows User’s Guide Gentran:Server for W indows – November 2005 v ◗ Special Considerations for EDIFAC T Acknowledgements . . . . . . . . . . . . . . . . . . . . 8-11 ◗ Checking for Overdue Acknowledgements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-12 Chapter 9 Using Tracking ◗ Overview . . . [...]

  • Page 8

    Gentran:Server for Win dows – November 2005 Gentran:Server for Windows User’s Guide vi ◗ Reprocessing Restored Documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-57 ◗ Resending Restored Interchanges . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 0-58 Chapter 11 Using Pro[...]

  • Page 9

    -vii Gentran:Server for Wind ows User’s Guide G entran:Se rver for Wi ndows – Novem ber 2005 PREFACE About this Guide Contents ◗ Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . viii ◗ What’s in this Manual . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ix ◗ Gett[...]

  • Page 10

    Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide viii Intr oduction W elcome W elcome to Gentran:Server ® for W indows ® , the S terling Comm erce Electronic Data Interchange (EDI) software for the W indows operating system. Gentran:Server provides yo u with the easy-t o-use tools you need to electronically e[...]

  • Page 11

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 ix What’ s in this Manual Introduction This manual is intended to support the online Help by assisting you in performing various tasks in Gentran:Server . This task -oriented approach is intended to answer any questions you may h ave about Gentran:Server with [...]

  • Page 12

    Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide x Description of contents (contd) ◗ Chapter 8, Using Acknowledgements , explains how t o manually set a document, group, or interc hange to acknowle dged, how to define inbou nd and outbound acknowledg ement criteria for document reconciliation, and how to chec[...]

  • Page 13

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 xi Getting Support Introduction The S terling Commerce Gentran:Server software is supported by trained prod uct support personnel who are available to help yo u with product questions or concerns. Note Gentran:Server Customer Support d oes not support non-S terl[...]

  • Page 14

    Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide xii Accessing the S terling Commerce Support W eb Site The Sterling Commerce Customer Supp ort W eb Site contains valuable information about ge tting support for Gentran:Server for W indows, including the following: ◗ Scope of support services ◗ Customer supp[...]

  • Page 15

    -1 Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 CHAPTER 1 - 1 1 Getting Started Contents ◗ Introducing Gentran:Server for Windows . . . . . . . . . . . . . . . . . . . 1 - 2 ◗ Navigating in Gentran:Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 - 6 ◗ Gentran:Server Data Translation [...]

  • Page 16

    Introducing Gentran:Server for Windows Getting Started Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 1 - 2 Intr oducing Gentran:Server for W indows Overview Gentran:Server for W indows is a combined data translation, process control, and communication system that operates within the Micros oft W indows envir[...]

  • Page 17

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Getting Started Introducing Ge ntran:Server for Windows 1 - 3 Process Contr ollers There are two types of contr ollers in the Gentran:Server system: ◗ A single primary system controller ◗ One or more secondary controllers (if required) Primary system control[...]

  • Page 18

    Introducing Gentran:Server for Windows Getting Started Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 1 - 4 User interface client components The five main components of the Gentra n:Server user interface client are the following: ◗ The Electr onic Co mmerce (EC ) Manager window is a data manageme nt compone[...]

  • Page 19

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Getting Started Introducing Ge ntran:Server for Windows 1 - 5 Logical components (contd) System component inte raction diagram The following diagram illustrated the inter action of the logical components of the Gentran:Server system: Multiple Controllers Inst al[...]

  • Page 20

    Navigating in Gentran: Server Getting Started Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 1 - 6 Navigating in Gentran:Server Overview The Gentran:Server Electronic Commerce (EC) Manager window allows you to access its functiona lity in the following ways: ◗ Select the menu option from the Mai n Menu Bar [...]

  • Page 21

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Getting Started Navigating in Gentran:Server 1 - 7 Componen ts The following are th e components of the main Gentran:Server window: Control menu The Contr ol Menu contains the following commands: Restor e , Move , Size , Minimize , Maximize , and Close . Ti t l [...]

  • Page 22

    Navigating in Gentran: Server Getting Started Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 1 - 8 Browser toolbar The Br owser T oolbar gives you access to the func tions that are available from browsers in Gentran:Server . Unavailable items are dimmed. The Browser T oolbar is a dockable toolbar , so you can[...]

  • Page 23

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Getting Started Gentran:Server Data Translation Process 1 - 9 Gentran:Server Data T ranslation Pr ocess T ranslating inbound data diagram The following illustrates the in bound translation process: Communicator T ranslator T emporary Sto r ag e Te m p o r a r y [...]

  • Page 24

    Gentran:Server Data Transl ation Proces s Getting Started Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 1 - 10 T ranslating inbound data process The system uses the following proc ess to translate inbound data:. S tage Description 1 The Communicator receives interc hanges from your trading partners via a net[...]

  • Page 25

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Getting Started Gentran:Server Data Translation Process 1 - 11 8 In the trading relationshi p, if you specify that the system needs to generate a functional acknowle dgement for a document, the translator uses the system ac knowledgement transla tion object to g[...]

  • Page 26

    Gentran:Server Data Transl ation Proces s Getting Started Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 1 - 12 T ranslating outbound data diagram The following illustrates the outbound translation process: Worksp ace Out Documents Document Editor System T ranslator Locates system impor t translation object. [...]

  • Page 27

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Getting Started Gentran:Server Data Translation Process 1 - 13 T ranslating outbound data process The system uses the following proc ess to transl ate outbound data: S tage Description 1 Use one of the following processes to initiate outbound translation: ◗ Im[...]

  • Page 28

    Changing your Password Getting Started Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 1 - 14 Changing your Password Introduction Y our Gentran:Server password is stored in your User Access profile. Notes ◗ Y ou must know your old password to change it. If you have for gotten your password, please contact yo[...]

  • Page 29

    -1 Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 CHAPTER 2 - 1 2 Using Translation Objects Contents ◗ Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 - 2 ◗ EDI Translation Object Browser . . . . . . . . . . . . . . . . . . . . . . . . . . 2 - 3 ◗ Regi[...]

  • Page 30

    Overview Using Translation Objects Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 2 - 2 Overview In this chapter This chapter describes how to use tran slation objects with Gentran:Server . T ranslation object definition A translation object is a set of definitions, links, and rules that combine to provide th[...]

  • Page 31

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using Translation Obje cts EDI Translatio n Object Browser 2 - 3 EDI T ranslation Object Br owser Introduction The following lists the syst em compon ents that compris e the EDI T ranslati on Object feature. EDI T ranslation Object browser diagram The following [...]

  • Page 32

    EDI Translation Object Brow ser Using Translation Objects Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 2 - 4 Used Indicates whether the transl ation object is currently associated with an Inbound or Outb ound Partner Relationship. V alid values are: ◗ Ye s —Indicates the translation object is in use. ?[...]

  • Page 33

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using Translation Obje cts EDI Translatio n Object Browser 2 - 5 Close Exits the EDI T ranslation Object browser . Help Accesses Online Help. Part Function[...]

  • Page 34

    Register Translation Obje ct Di alog Box Using Translation Objects Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 2 - 6 Register T ranslation Object Dialog Box Introduction The Register T ranslation Object dia log box enables you to register a selected translation object file with Gentran:Server (identify th [...]

  • Page 35

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using Translation Objects Registering New Tran slation Objects 2 - 7 Registering New T ranslation Objects Introduction The Register T ranslation Object function en ables you to register your translation object file with Gentran:Server so the sy stem can identify[...]

  • Page 36

    Deleting Translation Object s Using Translation Objects Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 2 - 8 Deleting T ranslation Objects Introduction Y ou can delete old or unused translation objects from the system only if they are not currently associated with a n Inbound or Outbound Partner Rela tionship[...]

  • Page 37

    -1 Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 CHAPTER 3 - 1 3 Using Partners Contents ◗ Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 - 3 Using Partner Profiles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 -[...]

  • Page 38

    Using Partners Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 3 - 2 ◗ Partner Tables Dialog Box. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 - 93 ◗ New Table Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 - 94 ◗ CrossRef Select Dialog Box . . . . . . . . . .[...]

  • Page 39

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using Partners Introduction 3 - 3 Intr oduction In this chapter This chapter explains how to use the Gentran: Server Partner Editor , includi ng: ◗ Using partner profiles ◗ Routing partner profiles ◗ Using partner tables ◗ Using partner locations Partner[...]

  • Page 40

    Overview Using Partners Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 3 - 4 Using Partner Profiles 0 Overview Introduction Y ou can set up your partner pro files using any of three methods: imp orting, copying, and creating them yourself. The method you use depend s on whether you have a partner profile to u[...]

  • Page 41

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using Partners Overview 3 - 5 Partner profile T o complete the partner profile, you need to define an inbo und or outbound relationship or both: ◗ If you are receiving a nd processing info rmation from this trading partner , you need to define an appropriate i[...]

  • Page 42

    Partner Editor Dialog Box Using Partners Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 3 - 6 Partner Editor Dialog Box Introduction The Partner Editor enables you to define, edit, and delete all partner inf ormation for your company and all of your trading partners. Diagram The following illustrates the Part[...]

  • Page 43

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using Partners Partne r Editor Dialog Box 3 - 7 Export Displays the Export File Buil d Dialog Box, which allows you to export a partner profile . Exit Exits the Partner Edit or dialog box. Edit Displays the Partner Definition (New/Edit) Dialog Box, which allows [...]

  • Page 44

    Partner Definition (New/Edi t) Dialog Box Using Partners Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 3 - 8 Partner Definition (New/Edit) Dialog Box Introduction The Partner Def inition dialog box enables you to create a new partner definition or , if you select a previously defined pa rtner definition, it [...]

  • Page 45

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using Partners Partner Defini tion (New/Edit) Dialog Box 3 - 9 Default Mailbox Select a default mailbox to use to identify this partner for non-RosettaNet EDI relationsh ips. Reference See the Communications User ’ s Guide for more information. Default E-mail [...]

  • Page 46

    Inbound Relationship Di alog B ox Using Partners Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 3 - 10 Inbound Relationship Dialog Box Introduction Inbound relation ships define the paramete rs the system needs to receive an EDI document from a trading partner . The Inbound Relat ionship dialog box contro ls [...]

  • Page 47

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using Partners Inbound Re lationship Dialog Box 3 - 11 Parts and functions The following lists the parts of the Inb ound Relationship dialog box and their functions: Part Function Relationship Description Select the existing inbound relationship. Standard Specif[...]

  • Page 48

    Inbound Relationship Di alog B ox Using Partners Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 3 - 12 Release Select the release number to be used in this relationship. Note Only releases for the selected transaction set for which you have existing translation objects are displayed. This box is currently onl[...]

  • Page 49

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using Partners Inbound Re lationship Dialog Box 3 - 13 Duplicate Documents Specify if the system will check for duplicate doc ument names. Notes ◗ If the system detects dup licate document name it will locate those docume nts in ?In Documents. ◗ If duplicate[...]

  • Page 50

    Inbound Relationship Di alog B ox Using Partners Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 3 - 14 New Accesses the New Inbound Re lationship dialog box, which allows you to create a new relationship. Delete Removes the specified inb ound relationship from the system. Tr a n s l a t i o n Accesses the Inb[...]

  • Page 51

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using Partners Inbound Transl ation Object Dialog Box 3 - 15 Inbound T ranslation Object Dialog Box Introduction The Inbound T ranslation Objects dialog bo x is used to specif y which translation objects will be used to process th e data defined by this relation[...]

  • Page 52

    Inbound Translation Object Dialog Box Using Partners Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 3 - 16 Diagram The following illustrates the Inbound T ran slation Object dialog box with the Advanced options di splayed:[...]

  • Page 53

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using Partners Inbound Transl ation Object Dialog Box 3 - 17 Parts and functions The following lists the parts of the Inb ound T ranslation Object dialog box and their functions: Part Function T urn Around/ Auto Displays all turnaround docum ent options. When a [...]

  • Page 54

    Inbound Translation Object Dialog Box Using Partners Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 3 - 18 Export File Name Specify the name of the file to be created or appended to as a result of performing an export op eration. This file name can contain a mix of alphanumeric characters and formatting chara[...]

  • Page 55

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using Partners Inbound Transl ation Object Dialog Box 3 - 19 Export to Mailbox Invokes the "Export to Mailbox " function, which delivers the output of an i nbound transl ation to the Mailbox Server Manager . This allows the Mailbox S erver Manager to a[...]

  • Page 56

    Inbound Translation Object Dialog Box Using Partners Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 3 - 20 Recipient E-mail Address/ Edit Mailbox Specify the e-mail address to wh ich the ou tput of an inbo und translation is delivered. Or , click Edit Mailbox to disp lay the Create New Mailbox wizard, which a[...]

  • Page 57

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using Partners Inbound Transl ation Object Dialog Box 3 - 21 Import Select other translatio n objects associated with the relationship, which gives yo u the capability to change the system behavior at the transa ction and document translation level. This allows [...]

  • Page 58

    Inbound Translation Object Dialog Box Using Partners Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 3 - 22 Acknowledge Select other transla tion objects associated with the relationship, which gives yo u the capability to change the system behavior at the transa ction and document translation level. This allo[...]

  • Page 59

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using Partners Inbound Group Select Dialog Box 3 - 23 Inbound Gr oup Select Dialog Box Introduction The Inboun d Group Select dialog box is used to select an existing functional group definition to be associated with this relationship. It can also be used to ini[...]

  • Page 60

    Inbound Group Select Dialog Box Using Partners Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 3 - 24 Edit Displays the Inbound Gro up Entry Dialog Box, which allows you to edit the selected group. Delete Removes the selected group from the system. Help Displays Online Help. Part Function[...]

  • Page 61

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using Partners Inbound Group Entry Dialog Box 3 - 25 Inbound Gr oup Entry Dialog Box Introduction The Inb ound Group Entry d ialog box is used to specify a functional group definition. Diagram The following illustrates the Inbound Group Entry dialog box with the[...]

  • Page 62

    Inbound Group Entry Dialog Box Using Partners Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 3 - 26 Functional Group ID Specify the functional group. These identification boxes are defined by each appropriate standards group to group like documents. The standard defines which functional group ID should be use[...]

  • Page 63

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using Partners Inbound Group Entry Dialog Box 3 - 27 Acknowledge Group Instructs the system to send a functional acknowle dgement to this trading partner when yo u receive the grou p defined in this relationship. The default value for thi s box is not checked (d[...]

  • Page 64

    Inbound Group Entry Dialog Box Using Partners Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 3 - 28 Acknowledge T ransl. Obj. Select an Acknowledgement Break Map if one exists on the system . Note Y ou must select a translatio n object from the Acknowledge T ransl. Obj. list if you have created a specific tra[...]

  • Page 65

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using Partners Inbound Interc hange Select Dialog Box 3 - 29 Inbound Inter change Select Dialog Box Introduction The Inboun d Interchanges Select dialog box is used to select an existing interchange definition to be associated with this relationship. Y ou can al[...]

  • Page 66

    Inbound Interchange Select Dialo g Box Using Partners Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 3 - 30 Edit Displays the Inbound Interch ange Entry Dialog Box, which allows you to edit the selected interchange. Delete Removes the selected interchange from the system. Help Displays Online Help. Part Funct[...]

  • Page 67

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using Partners Inbound Interchange Entry Dialog Box 3 - 31 Inbound Inter change Entry Dialog Box Introduction The Inbound Interchange Entry d ialog box is used to specify a new interchange definition. Note EDIF ACT version 4 defines the infrastructure necessary [...]

  • Page 68

    Inbound Interchange Entry Dialog Box Using Partners Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 3 - 32 Parts and functions The following lists the parts of the Inbo und Interchange Entry dia log box and their functions: Part Function Description Contains the name of the interchang e description. Standard D[...]

  • Page 69

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using Partners Inbound Interchange Entry Dialog Box 3 - 33 Last Used Control Number Specifies a value that will be used to seque nce check the next interchange control num ber . The number will be replaced by the control number on the last interchange received. [...]

  • Page 70

    Inbound Interchange Entry Dialog Box Using Partners Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 3 - 34 Acknowledge T ransl. Obj. Select an Acknowledgement Break Map if one exists on the system . Y ou must select a translatio n object from the Acknowledge T ransl. Obj. list if you have created a specific tr[...]

  • Page 71

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using Partners Outbound Re lationship Dialog Box 3 - 35 Outbound Relationship Dialog Box Introduction Outbound relationships define the parameters needed to send an EDI document to a trading partner . The Outbound Relationship dialo g box controls other subordin[...]

  • Page 72

    Outbound Relationship Dialog Box Using Partners Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 3 - 36 Parts and functions The following lists the parts of the Outb ound Relationship dialog box and their functions: Part Function Relationship Description Select the relationship description. Standard Specifies t[...]

  • Page 73

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using Partners Outbound Re lationship Dialog Box 3 - 37 Release Select the release number to be used in this relationship. Note Only releases for the selected transaction set for which you have existing translation objects will be displayed. This box is currentl[...]

  • Page 74

    Outbound Relationship Dialog Box Using Partners Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 3 - 38 Duplicate Documents Instructs the system to ch eck for duplicate do cument names. Notes ◗ If you manually import documents into the W orkspace, this function checks for duplicate documents. Duplicate docume[...]

  • Page 75

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using Partners Outbound Re lationship Dialog Box 3 - 39 Advanced T oggles the display of the advanced options. Help Displays Online Help. Part Function[...]

  • Page 76

    Outbound Translation Object Dialog Box Using Partners Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 3 - 40 Outbound T ranslation Object Dialog Box Introduction The Outbound T ranslation Objects dialog bo x is used to specify which translation objects are used to process the da ta defined by this relationship[...]

  • Page 77

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using Partners Outbound Tran slation Object Dialog Box 3 - 41 Parts and functions The following lists the parts of the Outbou nd T r anslation Object dialog bo x and their functions: Part Function Import Displays all import transla tion objects in the system for[...]

  • Page 78

    Outbound Translation Object Dialog Box Using Partners Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 3 - 42 T urnAround Select other translation objects associated with the relationship, which gives yo u the capability to change the system behavior at the transaction and document translation level. This allow[...]

  • Page 79

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using Partners Outbound Tran slation Object Dialog Box 3 - 43 Acknowledge Select other translation objec ts associated with the relationship, which gives yo u the capability to change the system behavior at the transaction and document translation level. This al[...]

  • Page 80

    Outbound Group Select Dialog Box Using Partners Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 3 - 44 Outbound Gr oup Select Dialog Box Introduction The Outbound Group Select dialog box is used to select an existing functional group definition to be associated with th is relationship. Y ou can also use it to [...]

  • Page 81

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using Partners Outbound Group Entry Dialog Box 3 - 45 Outbound Gr oup Entry Dialog Box Introduction The Outbound Group Entry dialog bo x is used to specify a new functiona l group definition. Diagram The following illustrates the Outbound Group Entry dialog box [...]

  • Page 82

    Outbound Group Entry Dialog Box Using Partners Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 3 - 46 V ersion Displays the version of th e EDI standard the system is using for this relationship. Functional Group ID Specifies the functional group. These identification boxes are defined by each appropriate stan[...]

  • Page 83

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using Partners Outbound Group Entry Dialog Box 3 - 47 Hours Overdue Specify how many ho urs must elapse be fore an expected functional acknowledgement is consider ed overdue. This box is only valid if the Ex pect Acknowledgement box is checked. The default value[...]

  • Page 84

    Outbound Group Entry Dialog Box Using Partners Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 3 - 48 Format Select the format of the tr ansaction set control number that will be generated: Normal The numb er will be generated by incrementi ng the last used control number . The length of the number will be def[...]

  • Page 85

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using Partners Outbound Group Entry Dialog Box 3 - 49 Acknowledge T ransl. Obj. Select an Acknowledgement Build Map if one exists on the system. Y ou must select a translatio n object from the Acknowledge T ransl. Obj. list if you have created a specific transla[...]

  • Page 86

    Outbound Interchange Select Dialog Box Using Partners Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 3 - 50 Outbound Inter change Select Dialog Box Introduction The Outbound Interchange Select dialog box is used to select an existing interchange definition to be associated with th is relationship. It can also[...]

  • Page 87

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using Partners Outbound Interc hange Select Dialog Box 3 - 51 Edit Displays the Outbound Inte rchange Entry Dialog Box , which allows you to edit the selected interchange. Delete Removes the selected interchange from the system. Help Displays Online Help. Part F[...]

  • Page 88

    Outbound Interchange Entry Dialog Box Using Partners Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 3 - 52 Outbound Inter change Entry Dialog Box Introduction The Ou tbound Interchange Entry dialog b ox is used to specify a new interchange definition. Note EDIF ACT version 4 defines the infrastructure necessa[...]

  • Page 89

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using Partners Outbound Interchange Entry Dialog Box 3 - 53 Parts and functions The following lists the parts of the Outb o und Interchange Entry dialog box and their functions: Part Function Description Displays the name of the interchange description. Standard[...]

  • Page 90

    Outbound Interchange Entry Dialog Box Using Partners Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 3 - 54 Set Max Number of Documents per Interchange Instruct the system to only allow the specified maximum number of documents per interchange for this relationship. Max Number of Documents per Interchange Spec[...]

  • Page 91

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using Partners Outbound Interchange Entry Dialog Box 3 - 55 Acknowledge T ransl. Obj. Select an Acknowledgement Build Map if one exists on the system. Y ou must select a translatio n object from the Acknowledge T ransl. Obj. list if you have created a specific t[...]

  • Page 92

    Creating a Partner Definition Using Partners Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 3 - 56 Cr eating a Partner Definition Introduction The partner definition contains the basic in formation about the trading partner that the system needs before you define the rest of the partner profile. Prer equisite[...]

  • Page 93

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using Partners Creating a Partner Definition 3 - 57 6 If necessary , in the Application Code box, type an appl ication code to identify this partner . Note The system uses this identifier du ring outbound import processing, to select the correct partner . 7 ◗ [...]

  • Page 94

    Creating an Inbound Relationship Using Partners Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 3 - 58 Cr eating an Inbound Relationship Introduction T o correctly receive and process inform ation from a trading partner , you must have an appropriate inbound relationship established that defi nes the parameter[...]

  • Page 95

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using Partners Creating an Inbound Relationship 3 - 59 Inbound groups and interchanges (contd) ◗ For UCS , the interchange is re q u i re d and the functional group is also re q u i re d . ◗ For EDIF ACT , the interchange is re q u i re d and the functional [...]

  • Page 96

    Creating an Inbound Relationship Using Partners Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 3 - 60 3 Select at least one inbo und translation object. 4 Create and select at least o ne inbound group to define how t he document is received from this partner . Note Depending on the standards yo u are using, e[...]

  • Page 97

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using Partners Creating an Inbound Relationship 3 - 61 Procedur e T o create an inbound relations hip, complete the following steps: St e p A c t i o n Creating a new inbound relationship 1 From the T ools menu, select Partner Editor . System Response The system[...]

  • Page 98

    Creating an Inbound Relationship Using Partners Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 3 - 62 6 From the appropriate drop-down l ists on the Inbound Relati onship dialog box, select the following: ◗ Sta nd a rd ◗ Ve r s i o n ◗ T ransaction Set ◗ Release (for TRADACOMS only) Notes ◗ The cont[...]

  • Page 99

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using Partners Creating an Inbound Relationship 3 - 63 3 If you selected an Export File tran slation object and you want to export to a specific file, type th e universal naming convention (UNC) name of that file in the Export File Name box. 4 Do you want to use[...]

  • Page 100

    Creating an Inbound Relationship Using Partners Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 3 - 64 5 In the Functional Gr oup ID box, type the identification of the functional group you are sp ecifying. Note The EDI standards define whic h functional grou p ID should be used for each type of document. 6 If[...]

  • Page 101

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using Partners Creating an Inbound Relationship 3 - 65 3 On the Inbound In terchange Select dialog box, click New . System respon se The system displays the Inbound Interchange Entry Dialog Box. 4 In the Description box, type the interchange description. 5 In th[...]

  • Page 102

    Creating an Outbound Relationship Using Partners Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 3 - 66 Cr eating an Outbound Relationship Introduction T o correctly sen d information to a trading partner , you need to define an outbound relationship. Outbound relationships define the parameters needed to send[...]

  • Page 103

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using Partners Creating an Outbound Relationship 3 - 67 Outbound groups and interchanges (contd) ◗ For TDCC , the interchange is optional and the functional group is req u i re d . ◗ For UCS , the interchange is re q u i re d and the functional group is also[...]

  • Page 104

    Creating an Outbound Relationship Using Partners Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 3 - 68 3 Create and register the inbound transl ation object to be used with this relationship. Reference See the Application Integration U ser ’ s Guide for more information about creating a translation obje ct.[...]

  • Page 105

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using Partners Creating an Outbound Relationship 3 - 69 Procedur e T o create an outbound relatio nship, complete the following steps: St e p A c t i o n Creating a new outbound relationship 1 From the T ools menu, select Partner Editor . System Response The sys[...]

  • Page 106

    Creating an Outbound Relationship Using Partners Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 3 - 70 6 From the appropriate drop-down l ists on the Outbound Rel ationship dialog box, select the following: ◗ Sta nd a rd ◗ Ve r s i o n ◗ T ransaction Set ◗ Release (for TRADACOMS only) Notes ◗ The co[...]

  • Page 107

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using Partners Creating an Outbound Relationship 3 - 71 2 Enter the appropriate information and click Save . System respon se Saves the information and returns to the Outbound Relationship dialog box. Selecting an outbound translation object 1 On the Outbound Re[...]

  • Page 108

    Creating an Outbound Relationship Using Partners Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 3 - 72 2 Is the required group in the Groups list? ◗ If yes , select the group. Or if you are not u sing groups, select <none> . Then, click Select . Continue with Selecting an outboun d inter change on pag[...]

  • Page 109

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using Partners Creating an Outbound Relationship 3 - 73 7 Click Envelope to set up the parameters for the generation of the Functional Group se gment. System respon se The Outbound Functiona l Group dialog box display ed is one of the following depending on the [...]

  • Page 110

    Creating an Outbound Relationship Using Partners Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 3 - 74 3 On the Outbound Interc hange Select dialog box, click New . System respon se The system displays the Outbound Interchange Entry Dialog Box. 4 In the Description box, type the interchange description. 5 In [...]

  • Page 111

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using Partners Creating an Outbound Relationship 3 - 75 9 Click Envelope to set up the parameters for the generation of the interchange segment. System respon se The Outbound Interchange dialog box displ ayed is one of the following depending on the standard you[...]

  • Page 112

    Editing and Deleting Partner Definitions Using Partners Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 3 - 76 Editing and Deleting Partner Definitions Introduction The partner definition contains the basic partner profile information to which the system associates the rest of that partner ’ s records. Y ou [...]

  • Page 113

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using Partners Editing and Deleting Partner Definitions 3 - 77 Deleting a partner profile T o delete a partner profile, complete t he following steps: St e p A c t i o n 1 From the T ools menu, select Partner Editor . System Response The system displays the Part[...]

  • Page 114

    Import File Select Dialog Box Using Partners Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 3 - 78 Routing Partner Profiles 0 Import File Select Dialog Box Introduction The Import File Select dialog box enable s you import a partner into the system. Diagram The following illustrates the Import File Select dia[...]

  • Page 115

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using Partners Export File Build Dialog Box 3 - 79 Export File Build Dialog Box Introduction The Export File Build dialog box enabl es you to specify the name of a partner export file and begins the export process. Diagram The following illustrates the Expo rt F[...]

  • Page 116

    Export File Build Dialog Box Using Partners Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 3 - 80 Save type Select the type of file. Note The default file extensio n for partners is .par . Save Begins the export process. Cancel Exits the dialog box with out making a selection. Help Displays Online Help. Part [...]

  • Page 117

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using Partners Partner Copy Dialog Box 3 - 81 Partner Copy Dialog Box Introduction The partner cop y feature allows you to copy partner information. Once you copy the partner , this dialog enables you to change the partner definition and other identifying bo xes[...]

  • Page 118

    Partner Copy Dialog Box Using Partners Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 3 - 82 Parts and functions The following lists the parts of the Partne r Copy dialog box and th eir functions: Part Function Profile ID Specify a unique identi fier for the selected partner . Select Partner Accesses the Impo[...]

  • Page 119

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using Partners Partner Copy Dialog Box 3 - 83 Interchange Receiver Qualifier Specify your partner's Qualif ier as it will appear on the interchange header . Qualifiers a re predefined by the EDI standards. The value can be up to four characters. Note If the[...]

  • Page 120

    Partner Copy Dialog Box Using Partners Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 3 - 84 Recipient Name Specify your partner's name. Notes ◗ If the partner profile uses the TRADACOMS standard, you must complete this box. If you do not co mplete this box, the system uses the value from the copied pa[...]

  • Page 121

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using Partners Importing Partner Profiles 3 - 85 Importing Partner Pr ofiles Introduction The partner profile defines the parame ters that control the processing and structure of inboun d and outbound data. As a result, the partner profiles may become complex an[...]

  • Page 122

    Importing Partner Pr ofiles Using Partners Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 3 - 86 4 Click Open . System respon se The system displays the Import d ialog box. Note This dialog box allo ws you verify this partner is the correct one. 5 Click Save to continue. 6 If you are prompted to enter additio[...]

  • Page 123

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using Partners Exporting Partner Profiles 3 - 87 Exporting Partner Pr ofiles Introduction Gentran:Server includes a featur e that enables you to export existing partner details to a file. Y ou can also export your partners to disk to use as a backup of your part[...]

  • Page 124

    Copying Partner Profiles Using Partners Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 3 - 88 Copying Partner Pr ofiles Introduction The partner cop y function enables you to copy partner information so you do not have to type in similar partner prof iles from scratch. Instead, you can copy from an existing p[...]

  • Page 125

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using Partners Copying Partner Profiles 3 - 89 6 On the Partner Co py dialog box, type a unique profile identifier in the Profile ID box. 7 In the Name box, t ype the partner name. 8 In the EDI Code box, type the EDI identifier for this partner . Note The system[...]

  • Page 126

    Copying Partner Profiles Using Partners Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 3 - 90 6 On the Partner Co py dialog box, type a unique profile identifier in the Profile ID box. 7 In the Name box, t ype the partner name. 8 In the EDI Code box, type the EDI identifier for this partner . Note The system [...]

  • Page 127

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using Partners Copying Partner Profiles 3 - 91 13 Do you need to chang e the default mailbox? ◗ If yes , select the appropriate mailbox from the Default Mailbox list. Or click New Mailbox to create a new mailbox Then, click Save . ◗ If no , click Save . Syst[...]

  • Page 128

    Overview Using Partners Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 3 - 92 Using Partner T ables 0 Overview Introduction The translation process allows you to set up tables to use information in the Partner database when a docu ment is entered into the sy stem, eithe r from a file or from the Document Edit[...]

  • Page 129

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using Partners Partne r Tables Dialog Box 3 - 93 Partner T ables Dialog Box Introduction The Partner T ables dialog box enables you to create, edit, or delete cross-reference or lookup tab les. T ables are only used with translation objects that are designed to [...]

  • Page 130

    New Table Dialog Box Using Partners Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 3 - 94 New T able Dialog Box Introduction The New T able dialog box enables you to create a cross-reference or lookup table. Diagram The following illustrates the New T able dialog box: Parts and functions The following lists t[...]

  • Page 131

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using Partners CrossRef Select Dialog Box 3 - 95 Cr ossRef Select Dialog Box Introduction The CrossRef Select dialog box conta i ns all cross-refere nce partner tables. Diagram The following illustrates the CrossRef Select dialog box: Parts and functions The fol[...]

  • Page 132

    CrossRef Entry Dialog Box Using Partners Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 3 - 96 Cr ossRef Entry Dialog Box Introduction The Cros sRef Entry dialog box enable s you to create a new table item. Diagram The following illustrates the CrossRef Entry dialog box: Parts and functions The following list[...]

  • Page 133

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using Partners Lookup Select Dialog Box 3 - 97 Lookup Select Dialog Box Introduction The Lookup Select dialog box contains a ll lookup partner tables. Diagram The following illustrates the Lo okup Select dialog box. Parts and functions The following lists the pa[...]

  • Page 134

    Lookup Entry Dialog Box Using Partners Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 3 - 98 Lookup Entry Dialog Box Introduction The Loo kup Entry dialog box enables you to create a new table item. Diagram The following illustrates the Lookup Entry dialog box: Parts and functions The following lists the p ar[...]

  • Page 135

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using Partners Table Export File Build Dialog Box 3 - 99 T able Export File Build Dialog Box Introduction The T able Export functio n allows you to export partner cross-reference and lookup tables to a sequential f ile. This allows you to define a table for one [...]

  • Page 136

    Table Export File Build Dialog Box Using Partners Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 3 - 100 Save Begins the table export process. Cancel Exits the dialog box with out making a selection. Help Displays Online Help. Part Function[...]

  • Page 137

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using Partners Table Import File Select Dialog Box 3 - 101 T able Import File Select Dialog Box Introduction The T able Import functio n allows you to import partner cr oss-reference and lookup tables from a se quenti al file. This allows you to impor t tables c[...]

  • Page 138

    Table Import File Select Dialog Box Using Part ners Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 3 - 102 Open Begins the import process for the selected partner table file. Cancel Cancels the action and exits the dialog bo x. Help Displays Online Help. Part Function[...]

  • Page 139

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using Partners Crea ting Partner Tables 3 - 103 Cr eating Partner T ables Procedur e T o create a partner table, co mplete the following steps: St e p A c t i o n 1 From the T ools menu, select Partner Editor . System Response The system displays the Partner Edi[...]

  • Page 140

    Creating Partner Tables Using Partners Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 3 - 104 7 Click New . System respon se Displays either the Cr ossRef Entry Dialog Box or Lookup Entry Dialog Box depending on which type of table you selected in S tep 5. 8 T ype the following table values: ◗ T wo values f[...]

  • Page 141

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using Partners Editi ng Partner Tables 3 - 105 Editing Partner T ables Procedur e T o edit a partner table, comp lete the following steps: St e p A c t i o n 1 From the T ools menu, select Partner Editor . System Response The system displays the Partner Editor D[...]

  • Page 142

    Deleting Entries in a Pa rtner Table Using Partners Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 3 - 106 Deleting Entries in a Partner T able Procedur e T o delete entries in a partner tabl e, complete the following steps: St e p A c t i o n 1 From the T ools menu, select Partner Editor . System Response Th[...]

  • Page 143

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using Partners Dele ting Partner Tables 3 - 107 Deleting Partner T ables Procedur e T o delete a partner table, co mplete the following steps: St e p A c t i o n 1 From the T ools menu, select Partner Editor . System Response The system displays the Partner Edit[...]

  • Page 144

    Exporting Partner Ta bles Using Partners Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 3 - 108 Exporting Partner T ables Introduction The T able Export functio n allows you to export partner cross-reference and lookup tables to a sequential f ile. This allows you to define a table for one trading partner and[...]

  • Page 145

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using Partners Expor ting Partner Tables 3 - 109 Export file layout (contd) Cross-r efer ence table fields The following table identifies the fields in cross-reference tables. Mandatory fields are designated with an asterisk (*). Procedur e T o export a partner [...]

  • Page 146

    Exporting Partner Ta bles Using Partners Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 3 - 110 4 From the Save in drop-down list, se lect the location of the exported table file. Note Y ou can only export Gentran:Server partner tables. 5 ◗ T ype the export file name in the File name box. OR ◗ Select it f[...]

  • Page 147

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using Partners Impor ting Partner Tables 3 - 111 Importing Partner T ables Introduction The T able Import functio n allows you to import partner cr oss-reference and lookup tables from a se quenti al file. This allows you to impor t tables created for another pa[...]

  • Page 148

    Importing Partner Ta bles Usi ng Par tners Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 3 - 112 6 Click Open to begin the import process. Note When the export process is comp lete the system displays an informational dialog bo x. 7 Click OK . System Response The system returns to the Partner T ables dialog [...]

  • Page 149

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using Partners Overview 3 - 113 Using Partner Locations 0 Overview Introduction Each partner profile may have many a ssociated location tables. The location tables may contain address- and contact -related information about the partner . Y ou can use location ta[...]

  • Page 150

    Location Select Dialog Box Using Partners Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 3 - 114 Location Select Dialog Box Introduction The Locatio n Select dialog box allows you to add, edit, and delete partner-specifi c name and address information. Locations are only used with translation objects that are[...]

  • Page 151

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using Partners Location Entry Dialog Box 3 - 115 Location Entry Dialog Box Introduction The Loc ation Entry dialog box enables you to create and ed it location information. Diagram The following illustrates the Location Entry dialog box: Parts and functions The [...]

  • Page 152

    Location Entry Dialog Box Using Partners Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 3 - 116 Reference Code2 Specify a reference code to identify the location being defined (such as a DUNS nu mber). Contact Specify the name o f a personal contac t. Address1 Address2 Address3 Specify the partner ’ s busin[...]

  • Page 153

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using Partners Creati ng Partner Locations 3 - 117 Cr eating Partner Locations Procedur e T o create partner locations, complete the following steps: St e p A c t i o n 1 From the T ools menu, select Partner Editor . System Response The system displays the Partn[...]

  • Page 154

    Editing Partner Loca tions Using Partners Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 3 - 118 Editing Partner Locations Procedur e T o edit a partner location, co mplete the following steps: St e p A c t i o n 1 From the T ools menu, select Partner Editor . System Response The system displays the Partner E[...]

  • Page 155

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using Partners Delete Partner Locations 3 - 119 Delete Partner Locations Procedur e T o delete a partner location and all associated records, complete the following steps: St e p A c t i o n 1 From the T ools menu, select Partner Editor . System Response The sys[...]

  • Page 156

    Delete Partner Locations Using Partners Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 3 - 120[...]

  • Page 157

    -1 Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 CHAPTER 4 - 1 4 Using Documents Contents ◗ Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 - 3 Document Browsers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 - 4[...]

  • Page 158

    Using Documents Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 4 - 2 ◗ Deleting Documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 - 48 ◗ Printing Documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 - 49 Routing Documents . . . . . . . . . . . . .[...]

  • Page 159

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using Documents Introduction 4 - 3 Intr oduction In this chapter This chapter explains how to use the Gentran: Server document functions, including: ◗ creating and editing documents ◗ managing docu ments ◗ routing documents EDI documents Gentran:Server tra[...]

  • Page 160

    Accessing the Document Browsers Using Documents Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 4 - 4 Document Browsers 0 Accessing the Document Br owsers Introduction Y ou can access document browsers in Gentran:Server in one of three ways: ◗ The Desk gives you access to the In Docume nts, ?In Documents, W [...]

  • Page 161

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using Documents Accessing the Document Browsers 4 - 5 Note In the browsers, you can click a column head ing to sort the disp lay by that values in that column. Procedur e T o access any of the document browse rs, complete the following steps: RefData Displays th[...]

  • Page 162

    In Documents Browse r Using Documents Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 4 - 6 In Documents Br owser Introduction The In D ocuments browse r contains a lis t of documents tha t the system rece ived but that have not yet been processed by the user . After the documents are processed (printed or exp[...]

  • Page 163

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using Documents I n Documents Browser 4 - 7 Export Accesses the Select Export Method Dialog Box, which allows you to export the selec ted document Move Moves the selected document to the In Drawer . Receive Accesses the Communication S ession dialog, which allow[...]

  • Page 164

    ?In Documents Browser Using Documents Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 4 - 8 ?In Documents Br owser Introduction The ?In Documents browser contains a list of documents that the syst em received but failed compliance checking or do no t have an identifiable partner or transaction set. Diagram The[...]

  • Page 165

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using Documents ?In Documents Browser 4 - 9 Export Accesses the Select Export Method Dialog Box, which allows you to export the selec ted document Move Moves the selected document to the In Drawer . Refresh Refreshes the display of the browser . Close Closes the[...]

  • Page 166

    In Drawer Browser Using Documents Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 4 - 10 In Drawer Br owser Introduction The In Drawer browser contains a list of documents that the system received and processed. Diagram The following illustrates the In Drawer browser: Parts and functions The following lists th[...]

  • Page 167

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using Documents In Drawer Browser 4 - 11 Respond Creates a turnaround document in response to the selected document or docume nts. Note The Respond function is only valid when one or more documents are selected and Tu rn Around translation objects exist for the [...]

  • Page 168

    Workspace Browser Using Documents Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 4 - 12 W orkspace Browser Introduction The W orkspace browser contains a list of documents that the system received but that have not yet been processed by the user . After the doc uments are processed (printed or exported) the d[...]

  • Page 169

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using Documents Workspace Browser 4 - 13 Post Moves the selected compliant document to the Out Documents Browser . Note Post documents to the Out Documents before sending them. New Accesses the Create New Document dia log box, which allows you to select a partne[...]

  • Page 170

    Out Documents Browser Using Documents Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 4 - 14 Out Documents Br owser Introduction The Out Documents browser contains a list of documents that are ready to be sent. After the documents are successfully sent, they are automatically transferred to the Out Drawer . Di[...]

  • Page 171

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using Documents Out Documents Browser 4 - 15 Send Accesses the Send/Receive dialog box, which enables you to manually start a communic ations session to send data. Notes ◗ Only selected documents w ill be enveloped and sent. If no documents are selected then a[...]

  • Page 172

    ?Out Documents Brow ser Using Documents Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 4 - 16 ?Out Documents Br owser Introduction The ?Out Documents browser contains a list of documents that were imported into the system but are invalid. Diagram The following illustrates the ?Out Documents browser: Parts and[...]

  • Page 173

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using Documents Out Drawer Browser 4 - 17 Out Drawer Br owser Introduction The Out Drawer browser contains a list of documents that the system successfully sent. Diagram The following illustrates the Out Drawer browser: Parts and functions The following lists th[...]

  • Page 174

    Out Drawer Browser Using Documents Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 4 - 18 Ack Changes the status of the selected documents to Acknowledged. Refresh Refreshes the browser display . Close Closes the browser . Help Displays Online Help. Part Function[...]

  • Page 175

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using Documents Processing Browser 4 - 19 Pr ocessing Browser Introduction The Processing browser contains a list of documents that the system is currently processing. Note The Processing browser displays the current status of the processing document. If the doc[...]

  • Page 176

    View Choice Dia log Box U sing Docum ents Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 4 - 20 Related Dialog Boxes 0 V iew Choice Dialog Box Introduction The V iew Choice dialog box enables you to specify how you want to view the selected document. Diagram The following illustrates the V iew Choice dialog b[...]

  • Page 177

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using Documents View Choice Dialog Box 4 - 21 T ranslator Report Displays a report of the actions the t ranslator took on this document and lists any EDI- or translation objec t-based compliance e rrors. Reference See Error Messages in the Administration Guide f[...]

  • Page 178

    Print Choice Dialog Box Using Documents Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 4 - 22 Print Choice Dialog Box Introduction The Print Choice dialog box enables you to specify whether you want to print the selected item (document or translation object ) or a summary li st of all items in the browser . D[...]

  • Page 179

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using Documents Select Export Method Dialog Box 4 - 23 Select Export Method Dialog Box Introduction The Sel ect Export Method dialog box en ables you to write documents to an external file for processing by another application. Notes ◗ There must be a system e[...]

  • Page 180

    Select Export Method Dial og Box Using Documents Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 4 - 24 Cancel Exits the dialog box. Help Accesses Online Help. Part Function[...]

  • Page 181

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using Documents Choose File to Export Document Dialog Box 4 - 25 Choose File to Export Document Dialog Box Introduction The Choose File to Export Document dialog box enabl es you to specify the name of the file to which the system exports the selected document. [...]

  • Page 182

    Application Files to Import Dial og Box Using Docum ents Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 4 - 26 Application Files to Import Dialog Box Introduction The Ap plication Files to Import dialog box enables you to import data from an external application file. Note Depending on the content of th e fil[...]

  • Page 183

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using Documents Document Search Dialog Box 4 - 27 Document Sear ch Dialog Box Introduction The Document Search dialog box enabl es you to specify criteria for which Gentran:Server performs a system-wide search. This enables you to quickly access a subset of docu[...]

  • Page 184

    Document Search Dialog Box Using Documents Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 4 - 28 Document T ype Searches for documents of the specified EDI type. Example 810 identifies an invoice. Application Field 1 Searches for docu ments wi th the specified value in Application Field 1. Application Field 2[...]

  • Page 185

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using Documents Filter Dialog Box 4 - 29 Filter Dialog Box Introduction The Fil ter function can be used when the Ou t Drawer is active to filter the display of documents b y status. If you want to filter the display of docume nts in the Out Drawer by the docume[...]

  • Page 186

    Filter Dialog Box Using Documents Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 4 - 30 Error from Network Filters for documents that were delivered to a V AN, which detected critical errors in the data. Picked u p by Tr a d i n g P a r t n e r Filters for documents that we re successfully delivered to a trad[...]

  • Page 187

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using Documents Creating Documents 4 - 31 Creating and Editing Documents 0 Cr eating Documents Introduction T o create a document using the Document Editor , the system must be set up to support screen entry for the partner/transa ction set combination you want [...]

  • Page 188

    Creating Documents Using Documents Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 4 - 32 3 Select the appropriate partner/transaction set combina tion from the list and click OK . System respon se The system displays the translation object for the selected combination, as shown below: (Continued on next page)[...]

  • Page 189

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using Documents Creating Documents 4 - 33 4 T ype all the required data items into the boxes on the d ocument translation object. Note If the document contains a loopin g structure (lower-level detail records such as line items ), the input translation object co[...]

  • Page 190

    Creating Documents Using Documents Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 4 - 34 7 If the document contains calculated fields, select Recalculate from the File menu before saving the document . System respon se The system updates the totals an d checks the document for errors. 8 When you are finished [...]

  • Page 191

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using Documents Opening and Editing Documents 4 - 35 Opening and Editing Documents Introduction T o edit a document using the Document Edito r , you need to set up the system to support screen entry for the partner/tran saction set combination you want to edit. [...]

  • Page 192

    Opening and Editing Documents Using Documents Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 4 - 36 3 Click Open . System respon se The system displays the document in the Document Edit or facility , as shown below: 4 Modify the data as required. Note If the document contains a loopin g structure (lower-level[...]

  • Page 193

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using Documents Opening and Editing Documents 4 - 37 5 ◗ T o add a new line item, highlight the first entry and click New . ◗ T o access items in the list, highlig ht the entry to be changed and click Open (or double-click the item). System respon se The sys[...]

  • Page 194

    Viewing Documents Using Documents Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 4 - 38 Managing Documents 0 V iewing Documents V iew function The V iew function enables you to view variou s types of information, depending on the format selected in the V iew Choi ce Dialog Box. The view types include: ◗ Raw[...]

  • Page 195

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using Documents Viewing Documents 4 - 39 2 Select the type of document for the appropriate partner and click Vi e w . System Response The system displays the browse r containing those documents. 3 Select a single document from the appropriate browser . 4 Click V[...]

  • Page 196

    Viewing Documents Using Documents Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 4 - 40 V iewing a Document from the Interchange Browser T o view a document from the Interchanges or Restored Intercha nges browser , complete the following steps: St e p A c t i o n 1 From the appropriate area of The Desk, selec[...]

  • Page 197

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using Documents Viewing Curre ntly Processing Documents 4 - 41 V iewing Currently Pr ocessing Documents Proces sing browser The Processing Browser displays any docu ment that is currently being processed in the Gentran:Server system. This br owser enables you to[...]

  • Page 198

    Finding Specific Text in a Document Using Documents Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 4 - 42 Finding Specific T ext in a Document Find function This function enables you to find specified text in the activ e data-view window . Using the Find function The Find function is available when a data-vie[...]

  • Page 199

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using Documents Finding Specific Text in a Document 4 - 43 1 (contd) T o display this window ... Do the following: Raw Data V iew of an Interchange 1. Select Interchanges from the appropriate area of the The Des k. 2. Select an interchange from the Interchanges [...]

  • Page 200

    Finding Specific Text in a Document Using Documents Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 4 - 44 7 Click Find Next to find the first occurrence of the specified text. Notes ◗ If the system locates that text, it is highlighted in the data-view window . ◗ If the system does not find the specified t[...]

  • Page 201

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using Documents Searching for Documents 4 - 45 Sear ching for Documents Introduction The Document Search facility enables yo u to quickly and easily locate specific documents in the system. This facility returns the available tracking information for each matchi[...]

  • Page 202

    Sorting Documents Using Documents Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 4 - 46 Sorting Documents Procedur e T o sort documents in any do cument browser or the Send Queue browser , click the appropriate column heading to sort by that values in that column.[...]

  • Page 203

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using Documents Filtering Out Drawer Documents by Status 4 - 47 Filtering Out Drawer Documents by S tatus Introduction When the Out Drawer Browser is active, you can use the Filter function to filter the display of documents by status. Sorting with Out Drawer br[...]

  • Page 204

    Deleting Documents Using Documents Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 4 - 48 Deleting Documents Introduction The Delete function is used to remove a docu ment or group of documen ts from the system . Notes ◗ When a document is deleted, all th e associated document information, tracking informati[...]

  • Page 205

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using Documents Printing Documents 4 - 49 Printing Documents Introduction If no documents are selected, the Print function prints a summary list of all documents in the browser . For selected docu ments, the Print function prints one of the following: ◗ Raw ED[...]

  • Page 206

    Printing Documents Using Documents Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 4 - 50 5 On the Print Choice Dialog Box, se lect one of the following op tions and click OK : ◗ T o print selected unformatted docume nts, select the Selected Items option. ◗ If you want the selected documents printed as for[...]

  • Page 207

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using Documents Moving Documents to the In Drawer 4 - 51 Routing Documents 0 Moving Documents to the In Drawer Introduction This function mo ves a selected document or group of documents to the In Drawer Browser . Documents a re automatically mo ved from the In [...]

  • Page 208

    Copying a Document (to Reproc ess and Resend) Using Documents Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 4 - 52 Copying a Document (to Repr ocess and Resend) Introduction The Copy function copies a document (tha t was already sent successfully) to the W orkspace Browser so you can modify the document and [...]

  • Page 209

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using Documents Posting Documents 4 - 53 Posting Documents Introduction The Post fu nction moves a selected compliant document or group o f compliant documents to the Out Docu ments Browser . A docume nt is compliant if it conforms to the validation rules as def[...]

  • Page 210

    UnPosting Documents Using Documents Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 4 - 54 UnPosting Documents Introduction The UnPos t function moves a select ed do cument or group of d ocuments to the W orkspace Browser . Y ou can use UnPost to prevent a document from being sent to a trading partner or to al[...]

  • Page 211

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using Documents Responding to Documents 4 - 55 Responding to Documents Introduction The Respond function automatica lly genera tes a response documen t by transferring data from an inbound sour ce document. The Respond function is only available when all of the [...]

  • Page 212

    Responding to Documents Using Documents Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 4 - 56 3 Select the document or documents for which you want to create a turnaround (resp onse) document and cl ick Respond . System respon se ◗ The system automatically creates a turnaround document in response to each d[...]

  • Page 213

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using Documents Importing Documents 4 - 57 Importing Documents Introduction Gentran:Server allows you to import data from data files as an alternative to using the Document Editor to enter data directly into the system. T o import a document, you must have a sys[...]

  • Page 214

    Importing Documents Using Documents Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 4 - 58 3 Select the file or files to be imported and click Open . System respon se The system imports the document s into the W orkspace Browser . The documents either have an OK status (the documents were successfully read and[...]

  • Page 215

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using Documents Exporting Documents 4 - 59 Exporting Documents Introduction T o export a document to a data file, an ex port translation object for the transaction set must be: ◗ Loaded into the system and registered ◗ Set up as the Export translation object[...]

  • Page 216

    Exporting Documents Using Documents Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 4 - 60 4 Select one of the follo wing options an d click OK : ◗ T o convert all selected documents to data and write them to a single file, select the Export to Single File option. System response The system displays the Choo[...]

  • Page 217

    -1 Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 CHAPTER 5 - 1 5 Using Communications Contents ◗ Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 - 2 ◗ Send Queue Browser . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 - 3 ◗ Com[...]

  • Page 218

    Overview Using Communications Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 5 - 2 Overview In this chapter This chapter explains how to use co mmunications with Gentran:Server . Communications feature The Communications feature enables you to send and receive data from your trading partners. Gentran:Server u[...]

  • Page 219

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using Communications Send Queue Browser 5 - 3 Send Queue Br owser Introduction The Send Queue browser contains a list of documents that ar e currently queued for the system to send. Note T o delete a document that is in the Se nd Queue, you mus t open the Interc[...]

  • Page 220

    Communications Session Dialog Box Using Communications Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 5 - 4 Communications Session Dialog Box Introduction The Co mmunications Session dialog box enables you to select mailboxes and initiate a communica tions session to send and receive data. Diagram The followi[...]

  • Page 221

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using Communications Proc ess File Dialog Box 5 - 5 Pr ocess File Dialog Box Introduction The Process File feature al lows you to invoke the post-communications process with any EDI file, as if the file was received via a communications session. Diagram The foll[...]

  • Page 222

    Sending Document Us ing Communications Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 5 - 6 Sending Document Procedur e T o send a selected document or set of do cuments, complete the following steps: St e p A c t i o n 1 From the appropriate area of The Desk, select Out Documents . System r esponse The syste[...]

  • Page 223

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using Communications Sending All Documents 5 - 7 Sending All Documents Introduction Y ou can send all documents in the Out Documents by two different methods: ◗ Select the T ransmit icon on The Desk. ◗ Access the Out Drawer browser and click Send . Procedur [...]

  • Page 224

    Sending All Documents Using Communications Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 5 - 8 Procedur e: Method 2 T o send all documents, complete the following steps: St e p A c t i o n 1 From the appropriate area of The Desk, select Out Documents . System response The system displays the Out Documents Su[...]

  • Page 225

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using Communications Resending Documents 5 - 9 Resending Documents Introduction After a document is successfully enveloped and sent, it is stored in the Out Drawer . If you need to resend the document, you must make a copy of the document and execute the Send pr[...]

  • Page 226

    Resending Documents U sing Communications Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 5 - 10 8 From the appropriate area of The Desk, select Out Documents . System r esponse The system displays the Out Documents Summary dialog box. 9 Select the type of document for the appropriate partner and click Vi e w [...]

  • Page 227

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using Communications Re ceiving Documents 5 - 11 Receiving Documents Introduction Any time a Send session is executed, th e system automatically checks your Mailbox for any information wa iting to be received by your system. If any data is in the Mailbox, it is [...]

  • Page 228

    Receiving Document s Using Communications Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 5 - 12 3 Click Receive . System r esponse The system displays the Commun ications Session Dialog Box. 4 ◗ Select one or more mailboxes for which you want to send data. ◗ Click OK to start a communication session to se[...]

  • Page 229

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using Communications Viewing the Send Queue 5 - 13 V iewing the Send Queue Introduction The Send Queue browser displays a list of the documents that are currently queued to be sent and enables you to perform document-based tasks similar to those available in the[...]

  • Page 230

    Processing Data File s Using Communications Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 5 - 14 Pr ocessing Data Files Introduction The Process File feature invokes the post -communications process with any data file, as if the file was received via a comm unications session. This enables you to process a d[...]

  • Page 231

    -1 Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 CHAPTER 6 - 1 6 Using External Data Contents ◗ Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 - 2 ◗ External Data Summary Viewer . . . . . . . . . . . . . . . . . . . . . . . . . . 6 - 3 ◗ External Dat[...]

  • Page 232

    Overview Using External Data Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 6 - 2 Overview In this chapter This chapter explains how to use ex ternal data with Gentran:Server . References See the following for more information: ◗ Restoring Ar chived Data on page 10 - 44 ◗ Inter changes Br owser on page 7 [...]

  • Page 233

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using External Data Extern al Data Summary Viewer 6 - 3 External Data Summary V iewer Introduction The External Data Summary V iewer enables you to view a list of all external data files associated with documents or interc hanges that were sent or received. The [...]

  • Page 234

    External Data Summary Viewer Using External Data Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 6 - 4 Diagram The following illustrates the External Data Summary V iewer with external data, EDI data, and tr anslator report options turned o n: Parts and functions The following lists the parts of the Exte rnal [...]

  • Page 235

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using External Data Extern al Data Summary Viewer 6 - 5 Icons The following lists the icons that the syst em uses on the External Data Summary V iewer: middle right pane—Gentra n Data Displays the associated doc ume nt in EDI format (if this option is selected[...]

  • Page 236

    External Data Filter Dialog Box Using External Data Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 6 - 6 External Data Filter Dialog Box Introduction The External Data Filter dialog box allows you to filte r the display of external data files by date and system action (process file, mailbox proce ss file, imp[...]

  • Page 237

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using External Data External Data Filter Dialog Box 6 - 7 Date T o Select the end date and time of a date/time range, to which the system filters the displa y of external data files. Note The Date T o box is not active if either the No Date/T ime Checking check [...]

  • Page 238

    Viewing External Da ta Files Using Ext ernal Data Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 6 - 8 V iewing External Data Files Procedur e T o view external data files, complete the following steps: St e p A c t i o n 1 From the V iew me nu, select External DataBrowser . System response The system displa[...]

  • Page 239

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using External Data Filtering Externa l Data Files 6 - 9 Filtering External Data Files Introduction When the External Da ta Summary viewer is active, the Filter function enables you to filter the display of external data files by date and action. Procedur e T o [...]

  • Page 240

    Filtering External Data Files Using External Data Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 6 - 10 6 Do you want to filter the display of external data files by action? ◗ If yes , from the Action list, select the actions that you want displayed. Note The default display is all actions , but you can cli[...]

  • Page 241

    -1 Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 CHAPTER 7 - 1 7 Using Interchanges Contents ◗ Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 - 2 ◗ Interchanges Browser . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 - 3 ◗ Inter[...]

  • Page 242

    Overview Using Interchanges Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 7 - 2 Overview In this chapter This chapter explains how to use interchang es with Gentran:Server . Reference See Restoring Ar chived Data on page 10 - 44 for more information about the Restored Interchanges browser . Interchanges brow[...]

  • Page 243

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using Interchanges Int erchanges Browser 7 - 3 Inter changes Browser Introduction The Interchang es browser enables you to view a list of all the interchanges, groups, and documents that were sent or received. The Interchanges browser can always be accessed. Thi[...]

  • Page 244

    Interchanges Browser Using Interchanges Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 7 - 4 Browser functions Y ou can perform the following functions on the Interchanges browser: ◗ Filter the display of interchang es by date, partner , and direction (inbound an d outbound) from the Interc hanges Filter di[...]

  • Page 245

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using Interchanges Int erchanges Browser 7 - 5 Diagram The following illustrates the Interchanges br owser with external data, EDI data, and translator report options turned on: Parts and functions The following lists the parts of the Inte rchanges browser and t[...]

  • Page 246

    Interchanges Browser Using Interchanges Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 7 - 6 middle pane— detailed list Displays a detailed list of th e selected interchange, group, or document. The information displayed depends on the level. Notes ◗ T o select multiple items, press and hol d the CTRL key[...]

  • Page 247

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using Interchanges Int erchanges Browser 7 - 7 Document level status icons The following lists the status icons that the system may use at the document level on the Interchanges browser: S tatus Icon Description OK (green) — Indicates that the documents are fu[...]

  • Page 248

    Interchange Filte r Dialog B ox Using Interchanges Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 7 - 8 Inter change Filter Dialog Box Introduction The Interchange Filter dialog box allows y ou to filter the display of interchanges by date, partner , and direction (inbound and outbound ). Note Y ou can set gl[...]

  • Page 249

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using Interchanges Interch ange Filter Dialog Box 7 - 9 Date T o Select the end date of a date range, from which the system should filter the display of interchanges. Note The Date T o box is not active if either the No Date/T ime Checking check box is selected [...]

  • Page 250

    Viewing Interchanges Using Interchanges Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 7 - 10 V iewing Interchanges Procedur e T o view interchanges, comp lete the following steps: St e p A c t i o n 1 From the appropriate area of The Desk, select Interchanges . System response The system displays the Interch[...]

  • Page 251

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using Interchanges Viewing Interchanges 7 - 11 4 (contd) T o view the translator report for a single selected interchange, Select V iew > Inter changes > T ranslator Report . T o print a selected interchange or a summary of interchanges, Print from the Fil[...]

  • Page 252

    Filtering the Display of In terchanges Using Interchanges Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 7 - 12 Filtering the Display of Inter changes Introduction When the Intercha nges browser is active, the Filte r function enables you to filter the display of interchanges b y date, partner , and direction[...]

  • Page 253

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using Interchanges Filtering th e Display of Interchanges 7 - 13 6 Do you want to filter the displa y of interchanges by partner? ◗ If yes , select the partners that you want disp layed from the Partner list (lists all partne r profiles on your system). Note T[...]

  • Page 254

    Viewing Documents within In terchanges Using Interchanges Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 7 - 14 V iewing Documents within Interchanges Introduction Y ou can view the indiv idual documents in an interchang e as long as a screen entry translation object for each docume nt is avail able on your s[...]

  • Page 255

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using Interchanges Viewing Docu ments within Interchanges 7 - 15 3 W ith a document selected, use the fo llowing table to determine your next step: T o view a translator report of the actions the transl ator took on this docume nt, Select V iew > Interchanges[...]

  • Page 256

    Attaching Interchanges to a Partner Using Interchanges Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 7 - 16 Attaching Inter changes to a Partner Introduction The Attach to Partner dialog box can be accessed when the Interchanges browser is active and one interchange is selected . The Attach function enables [...]

  • Page 257

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using Interchanges Attaching Interchanges to a Partner 7 - 17 7 Use the following table to determine what to select on the dialog box: If your partner has more than one in terchang e definition, 1. Select the appropriate interchange definition. 2. Click OK . If [...]

  • Page 258

    Resending Interchanges U sing Interchanges Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 7 - 18 Resending Inter changes Introduction There are two ways to resend interchanges: ◗ T o automatically resend all outbound interchanges, you can set the Send Options preference. ◗ T o resend specific outbound int[...]

  • Page 259

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using Interchanges Res ending Interchanges 7 - 19 Resending a specific interchange T o resend a specific outbound intercha nge, complete the following steps: Resend process The following describes the system pro cess that occurs when you resend an interchange: S[...]

  • Page 260

    Manually Acknowledging an Inter change, Group, or Document Using Interchanges Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 7 - 20 Manually Acknowledging an Inter change, Gr oup, or Document Introduction The Ack nowledge function does not generate an acknow ledgement; it merely changes the status of the ou t[...]

  • Page 261

    -1 Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 CHAPTER 8 - 1 8 Using Acknowledgements Contents ◗ Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 - 2 ◗ Defining Inbound Acknowledgemen t Criteri a . . . . . . . . . . . . . . . 8 - 3 ◗ Defining Outboun[...]

  • Page 262

    Overview Using Acknowledgements Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 8 - 2 Overview In this chapter This chapter explains how to use Gent ran:Server acknowledgements, including the following topics: ◗ Defining acknowledgement criteria (inbound) ◗ Defining acknowledgement criteria (outbound) ◗ [...]

  • Page 263

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using Acknowledgements Defini ng Inbound Acknowledge ment Criteria 8 - 3 Defining Inbound Acknowledgement Criteria Introduction The criteria that the system uses to acknowledge inbound documents, functional groups, and interchang es is defined at the partner lev[...]

  • Page 264

    Defining Inbound Acknowledgement C riteria Using Acknowledgements Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 8 - 4 Procedur e T o define criteria to generate acknowle dgements, complete the following steps: St e p A c t i o n 1 Document acknowledgement crit eria is defined when you set u p the partner rel[...]

  • Page 265

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using Acknowledgements Defini ng Inbound Acknowledge ment Criteria 8 - 5 2 Functional Group acknowledgement cr iteria is defined when you set up the Inbound Group Entry using the Advanced option s on the Inbound Group Entry Dialog Box, as illustrated below . Ref[...]

  • Page 266

    Defining Outbound Acknow ledgement Criteria Using Acknowledgements Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 8 - 6 Defining Outbound Ac knowledgement Criteria Introduction Reconciling documents and thei r acknowledgements is a function that the system automatically performs for you. The tran slation obje[...]

  • Page 267

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using Acknowledgements Defining Outbound Acknowledge ment Criteria 8 - 7 Procedur e T o set up the level of ackn owledgements that you expect to receive from your partners, complete th e following steps: St e p A c t i o n 1 The requirement for receiving inte rc[...]

  • Page 268

    Defining Outbound Acknow ledgement Criteria Using Acknowledgements Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 8 - 8 2 The requirement for receiving func tional group acknowledgements is set in the Advanced section of the Outb ound Group Entry Dialog Box, as illustrated below . Recommendati on Do not chang[...]

  • Page 269

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using Acknowledgements Defining Outbound Acknowledge ment Criteria 8 - 9 3 The requirement for receiving tr ansaction set acknowledgements is set in the Advanced section of the Outb ound Relationship Dialog Box, as illustrated below . Reference See Finalizing th[...]

  • Page 270

    Manually Acknowledging Docu ments Using Acknowledgements Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 8 - 10 Manually Acknowledging Documents Introduction The Ack nowledge function does not generate an acknow ledgement; it merely changes the status of the outbound docume nt.The status of a document in the O[...]

  • Page 271

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using Acknowledgements Spe cial Considerations fo r EDIFACT Acknowledgements 8 - 11 Special Considerations for EDIF ACT Acknowledgements Introduction When creating an outbound EDIF ACT Co ntrol document, the default system behavior is to extract the Sender ID an[...]

  • Page 272

    Checking for Overdue Acknowle dgements Using Acknowledgements Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 8 - 12 Checking for Overdue Acknowledgements Introduction Y ou can manually check for overdue ack nowledgements by using the Overdue Check feature. Note Y ou can specify the frequency at whic h the sys[...]

  • Page 273

    -1 Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 CHAPTER 9 - 1 9 Using Tracking Contents ◗ Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 - 2 ◗ Tracking Inbound Informati on . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 - 3 ◗ Tracking Outbo[...]

  • Page 274

    Overview Using Tracking Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 9 - 2 Overview In this chapter This chapter describes how to use th e Gentran:Server tracking systems. T racking featur e The system writes a Document Tracking re cord for every significant event that occurs for a document. For example, a [...]

  • Page 275

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using Tracking Tracking Inbound Information 9 - 3 T racking Inbound Information Introduction For inbou nd processing, the system may receiv e an inbound transmission fi le (such as external data) through the Process File command within Gentran:Server or through [...]

  • Page 276

    Tracking Inbound Information Using Tracking Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 9 - 4 Mailbox process file process When data enters the system through a ma ilbox, all associated message identifiers are tracked using the following process: References See the following for more information: ◗ Using[...]

  • Page 277

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using Tracking Tracking Inbound Information 9 - 5 Export process Data that is exported is already in the sy stem, so the external data that creates the export file is the Translator . Therefor e, the Translator stores the tracking information in the database. Re[...]

  • Page 278

    Tracking Outbound Information Using Tracking Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 9 - 6 T racking Outbound Information Introduction For outbound processing, the system can import external data through the Import command within Gentran:Server or through a Mailbox message (when the ContentT ype is con[...]

  • Page 279

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using Tracking Tracking Outbound Information 9 - 7 Mailbox import process When an external data f ile is imported using a Collect ion Mailbox, all the associated message identifiers are trac ked by the system according to the following process: References See th[...]

  • Page 280

    Tracking Outbound Information Using Tracking Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 9 - 8 Send process After a file has been imported, the Gentra n:Server documents that are created can be sent to a Mailbox according to the following process: Example In this scenario, the user has selecte d to send mu[...]

  • Page 281

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using Tracking Viewing and Prin ting Data Audi t Information 9 - 9 V iewing and Printing Data Audit Information Introduction T ypically , you view data audit (documen t tracking information th at is available for a single document) to get in formation to help re[...]

  • Page 282

    Viewing and Printing Tracki ng Information Using Tracking Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 9 - 10 V iewing and Printing T racking Information Introduction This function displ ays information that trac ks an external data file. These records can be viewed from any of the document browse rs. Proce[...]

  • Page 283

    -1 Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 CHAPTER 10 - 1 10 Using Archive and Restore Contents ◗ Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 - 2 Archiving Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .[...]

  • Page 284

    Introduction Using Archive and Restore Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 10 - 2 Intr oduction In this chapter This chapter explains how to use the in teractive archive and restore fe ature of Gentran:Server . Archive featur e The Archive feat ure provides a record of past interchanges (inb ound a[...]

  • Page 285

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using Archive and Restore Overview 10 - 3 Archiving Data 0 Overview T ypes of data that can be archived The Archive feature enables you to ar chive the following types of data: ◗ Inbound and outbound interchanges (Gentran ED I) ◗ Mailbox messages (and any co[...]

  • Page 286

    Overview Using Archive and Restore Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 10 - 4 The archive process The following table describes the archive process: S tage Description 1 Define the archiving parameters (*.ARD file). The archive parameters available de pend on the type of data you are archiving. IF [...]

  • Page 287

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using Archive and Rest ore Archive Manager 10 - 5 Ar chive Manager Introduction The Archive Manager is the facility thro ugh which you archive and restore data. The Archive Manager enables you to view the following. ◗ archive definition files ◗ summary data [...]

  • Page 288

    Archive Manager Using Archive and Restore Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 10 - 6 interchange summary information, including the following: ◗ partner profile ID ◗ direction ◗ date and time ◗ interchange control numbe r data audit tracking information group summary information, including [...]

  • Page 289

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using Archive and Rest ore Archive Manager 10 - 7 attachment summary informatio n, including the following: ◗ attachment ID ◗ content type ◗ filename data audits file, which is viewed either in an external viewer (the default viewer is Notepa d) or on scre[...]

  • Page 290

    Archive Manager Using Archive and Restore Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 10 - 8 Diagram The following illustrates the Archive Ma nager , shown with the Archive tree expanded and a Mailbox message selected: Parts and functions The following lists the parts of the Ar chive Manager and their func[...]

  • Page 291

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using Archive and Rest ore Archive Manager 10 - 9 Archives menu Contains th e following options: ◗ Restore data. ◗ Mark data for restoration (single item or all items). ◗ Unmark data (single item or all items). ◗ Refresh (archive-level). ◗ V iew data a[...]

  • Page 292

    Archive Manager Using Archive and Restore Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 10 - 10 Upper right pane The displ ay depends on the level and type of th e selection, but may contain any one of the following: ◗ file information (start, end, number of items archived, and if any items were deleted) ?[...]

  • Page 293

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using Archive and Restore Gentran EDI Archive Defi nition Dialog Box 10 - 11 Gentran EDI Ar chive Definition Dialog Box Diagram The following illustrates the Gentran ED I Archive Definition dialog box: Parts and functions The following lists the parts of the Gen[...]

  • Page 294

    Gentran EDI Archive Definition Dial og Box Using Archive and Restore Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 10 - 12 Delete Deletes the selected Gentran EDI criteria from the system. Wa r n i n g The system removes the criteria without prompting you to confirm the deletion. Partner Displays the partner[...]

  • Page 295

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using Archive and Restore Intercha nge Selection Criteria Dialog Box 10 - 13 Inter change Selection Criteria Dialog Box Diagram The following illustrates the Interchang e Selection Criteria dialog box: Parts and functions The following lists the parts of the Int[...]

  • Page 296

    Interchange Sele ction Criteria Di alog Bo x Using Archive and Restore Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 10 - 14 Processed Status Select the processed status of the interchanges that are to be archived. V alid values: ◗ All (default) ◗ Received ◗ Sent ◗ ReadyT oSend ◗ Queued ◗ Held ?[...]

  • Page 297

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using Archive and Restore Interchange Search Dialog Box 10 - 15 Inter change Search Dialog Box Diagram The following illustrates the Inte rchange Search dialog box: Parts and functions The following lists the parts o f the Interchange Search dialog box an d thei[...]

  • Page 298

    Interchange Search Dialog Box Using Archive and Restore Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 10 - 16 Processed Status Select the processed status of the interchanges to search for . V alid values: ◗ All (default) ◗ Received ◗ Sent ◗ ReadyT oSend ◗ Queued ◗ Held ◗ SendFailed Network Sta[...]

  • Page 299

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using Archive and Restore Interchange Search Dialog Box 10 - 17 Find Finds the appropriate interchanges based on the criteria you selected and displays them in the Search Results Dialog Box. Cancel Exits the dialog box. Help Accesses Online Help. Part Function[...]

  • Page 300

    Group Search Dialog Box Usi ng Archive and Restore Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 10 - 18 Gr oup Search Dialog Box Diagram The following illustrates the Gr oup Search dialog box: Parts and functions The following lists the parts of the Group Search dialog box and their functions: Part Function[...]

  • Page 301

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using Archive and Restore Group Search Dialog Box 10 - 19 Find Finds the appropriate groups based on the criteria you selected and displays th em in the Search Results Dialog Box. Cancel Exits the dialog box. Help Accesses Online Help. Part Function[...]

  • Page 302

    Document Search Dialog Box Using Archive and Restore Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 10 - 20 Document Sear ch Dialog Box Diagram The following illustrates the Docu ment Search dialog box: Parts and functions The following lists the parts of the Do cument Search dialog box and their functions: P[...]

  • Page 303

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using Archive and Restore Document Search Dialog Box 10 - 21 Ack Status Select the acknowledgement status of the documents to search for . V alid values: ◗ All (default) ◗ Received ◗ ReconcileW aiting ◗ ReconciledOK ◗ ReconciledErrors ◗ ReconciledPar[...]

  • Page 304

    Mailbox Archive Definition Dialog Box Using Archive and Restore Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 10 - 22 Mailbox Ar chive Definition Dialog Box Diagram The following illustrates the Mailbox Archive Definition dialog box: Parts and functions The following lists the parts of the Mailb ox Archive D[...]

  • Page 305

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using Archive and Restore Mailbox Archive Definition Dialog Box 10 - 23 Delete Deletes the selected mailbox criteria from the system. Wa r n i n g The system removes the criteria without prompting you to confirm the deletion. Mailbox Displays the mailbox name. L[...]

  • Page 306

    Mailbox Select ion Criteria Dial og Box Using Archive and Restore Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 10 - 24 Mailbox Selection Criteria Dialog Box Diagram The following illustrates the Mailbox Selection Criteria dialog box: Parts and functions The following lists t he parts of the Mailbox Selectio[...]

  • Page 307

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using Archive and Restore Mailbox Selection Criteria Dialog Box 10 - 25 Content type Select the content type of the message s. V alid values: ◗ Any (default) ◗ Application/EDI ◗ Application/Document-EDI ◗ Application/Import ◗ Application/rosettanet-age[...]

  • Page 308

    Mailbox Search Dialog Box U sing Archive and Restore Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 10 - 26 Mailbox Sear ch Dialog Box Diagram The following illustrates the Ma ilbox Search dialog box: Parts and functions The following lists the parts of the Mailbox Search dialog box and their functions : Part[...]

  • Page 309

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using Archive and Restore Mailbox Search Dialog Box 10 - 27 Created Between Define a crea ted be tween range of dates and times to search (in YYYY/MM/DD and HH:MM:SS format). Note Click the arrow to acce ss the calendar co ntrol. Sent Between Define a sent betwe[...]

  • Page 310

    External Data Archive Definition Di alog Box Using Archive and Restore Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 10 - 28 External Data Ar chive Definition Dialog Box Diagram The following illustrates the External Da ta Archive Definition dialog box: Parts and functions The following lists the parts of th[...]

  • Page 311

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using Archive and Restore External Data Archive Definition Dialog Box 10 - 29 Delete Deletes the selected external data criteria from the system. Wa r n i n g The system removes the criteria without prompting you to confirm the deletion. Action T aken D isplays [...]

  • Page 312

    External Data Selection Cri teria Dialog Box Using Archive and Restore Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 10 - 30 External Data Selection Criteria Dialog Box Diagram The following illustrates the External Data Selection Criteria dialog box: Parts and functions The following lists the parts of the [...]

  • Page 313

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using Archive and Restore Exter nal Data Sear ch Dialog Box 10 - 31 External Data Sear ch Dialog Box Diagram The following illustrates the Extern al Data Search dialog box: Parts and functions The following lists the parts of the Extern al Data Search dialog box[...]

  • Page 314

    External Data Searc h Dialog Box Using Archive and Restore Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 10 - 32 External Data Key Specify the extern al data key for which to search. Find Finds the appropriate messages based on the criteria you selected and displays th em in the Search Results Dialog Box. Ca[...]

  • Page 315

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using Archive and Restore Search Results Dialog Box 10 - 33 Sear ch Results Dialog Box Diagram The following illustrates the Se arch Results dialog box, illustrating the result of a search performed on archived mailbox messages: Parts and functions The following[...]

  • Page 316

    Search Results Dialog Box Using Archive and Restore Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 10 - 34 Previous Selects the previous item in the list. Note This button is only enabled if you select an archive file. Next Selects the next item in the list. Note This button is only enabled if you select an a[...]

  • Page 317

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using Archive and Restore Sort Preferences Dialog Box 10 - 35 Sort Pr efer ences Dialog Box Diagram The following illustrates the Sort Preferen ces dialog box, which enables you to select how you want the archive data sorted in the Archive tree view: How to acce[...]

  • Page 318

    Creating an Archive Definition Using Archive and Restore Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 10 - 36 Cr eating an Archive Definition Procedur e T o create an archive definition file, complete the following steps: St e p A c t i o n 1 From the appropriate area of The Desk, select Archive . System re[...]

  • Page 319

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using Archive and Restore Creating an Archive Definiti on 10 - 37 7 Complete the appropriate parameters. References See the following for more information: ◗ Inter change Selection Criteri a Dialog Box on page 10 - 13 ◗ Mailbox Selection Criteria Dialog Box [...]

  • Page 320

    Archiving Data Using Archive and Restore Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 10 - 38 Ar chiving Data Before you begin Before archiving data, you must create an ar chive definitio n file that contains your selection criteria. Reference See Cr eating an Ar chive Definition on page 10 - 36 for more in[...]

  • Page 321

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using Archive and Restor e Viewing Archived D ata 10 - 39 V iewing Archived Data Procedur e T o view archived information, complete the following steps: St e p A c t i o n 1 From the appropriate area of The Desk, select Archiv e . System respon se The system dis[...]

  • Page 322

    Viewing Archived Data Using Archive and Restore Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 10 - 40 5 (contd) interchange data audit (displayed in the Archive Manager , upper -right pane) ◗ right-click the in terchange and ◗ select ViewData Audits from the shortcut menu . interchange tracking informat[...]

  • Page 323

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using Archive and Restor e Viewing Archived D ata 10 - 41 5 (contd) message information (displayed in the Archive Manager , upper -right pane) select the message . message data au dit (displayed in the Archive Manager , upper-rig ht pane) ◗ right-click the mes[...]

  • Page 324

    Viewing Archived Data Using Archive and Restore Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 10 - 42 5 (contd) external data file (displayed in the Archive Manager , lower- right pane) ◗ right-click the external data file and ◗ select ViewDataScr een from the shortcut menu . System respon se The syste[...]

  • Page 325

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using Archive and Restor e Searching Archived Data 10 - 43 Sear ching Ar chived Data Introduction The Archive Manager Search facility enables you to quickly define parameters that are used to search all archive files or one archive file and find a specific piece[...]

  • Page 326

    Overview Using Archive and Restore Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 10 - 44 Restoring Archived Data 0 Overview Restore featur e The Restore feature enables you to view and reprocess data via the Restore d Interchanges brows er . When data is restored , the archive data file (*.AR V file) is not [...]

  • Page 327

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using Archive and Restore Overview 10 - 45 Procedur e T o restore archived data, co mplete the following steps: St e p A c t i o n 1 From the appropriate area of The Desk, select Archive . System response The system displays the Archive Manager . 2 Expand the ar[...]

  • Page 328

    Restored Interchanges Browse r Using Archive and Restore Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 10 - 46 Restor ed Inter changes Browser Introduction The Restored Interchanges browser enables you to view a list of all interchanges, groups, and documents that were restor ed from an archive file. This br[...]

  • Page 329

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using Archive and Restore Res tored Interchanges Browser 10 - 47 Browser functions Y ou can perform the following functions on the Restored Interchanges browser: ◗ Filter the display of interchang es by date, partner , and direction (inbound an d outbound) fro[...]

  • Page 330

    Restored Interchanges Browse r Using Archive and Restore Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 10 - 48 Diagram The following illustrates the Restored Interchanges browser: Parts and functions The following lists the parts of the Rest ored Interchanges browser and their functions: Part Function Status[...]

  • Page 331

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using Archive and Restore Res tored Interchanges Browser 10 - 49 middle pane— detailed list Displays detailed informatio n about the document, group, or interchange selected. The information displayed depends on the lev el. Note ◗ T o select multiple items, [...]

  • Page 332

    Restored Interchanges Browse r Using Archive and Restore Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 10 - 50 Document level status icons The following lists the status icons that the system may use at the document level on the Restored Interch anges browser: S tatus Icon Description OK (green) — Indicate[...]

  • Page 333

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using Archive and Restore Vie wing Restored Interchanges 10 - 51 V iewing Restored Inter changes Procedur e T o view restored interchanges, complete the following steps: St e p A c t i o n 1 From the appropriate area of The Desk, select Restored Interchanges . S[...]

  • Page 334

    Viewing Restored Interchange s Using Archive and Restore Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 10 - 52 4 (contd.) view the corresponding external data file, ◗ Restored Inter changes from the V iew menu, and then ◗ select External Data from the submenu. Note When viewing raw-EDI or external data, [...]

  • Page 335

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using Archive and Restore Filtering th e Display of Restored Interchanges 10 - 53 Filtering the Display of Restor ed Inter changes Procedur e T o filter restored interchanges by partne r and/or date, complete the following steps: St e p A c t i o n 1 From the ap[...]

  • Page 336

    Filtering the Display of Restored I n terchanges Using Archive and Restore Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 10 - 54 7 Which direction do you want to filter the interchange? Default The default display is both inbou nd and outbound interchang es. Click the Inbound or Outbo und ch eck box to clear[...]

  • Page 337

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using Archive and Restore Viewing Restored Documents 10 - 55 V iewing Restored Documents Introduction Y ou can view the indiv idual documents in an interchang e as long as a screen entry translation object for each docume nt is avail able on your system. Procedu[...]

  • Page 338

    Viewing Restored Documents U sing Archive and Restore Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 10 - 56 3 W ith a document selected, use this table to determine your next step. IF you want to... THEN select... view a translator report of the actions the translator to ok on this document, ◗ Interchanges[...]

  • Page 339

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using Archive and Restore Repro cessing Restored Documents 10 - 57 Repr ocessing Restored Documents Introduction T o reprocess data from the Restored Interc hanges browser , you must use the Copy command to move the selected outboun d documents to the W orkspace[...]

  • Page 340

    Resending Restored In terchanges Using Archive and Restore Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 10 - 58 Resending Restor ed Inter changes Introduction T o resend outbound interc hanges from the Restored Interchanges brows er , you must use the Resend command. Note Y ou can only resend interchang es [...]

  • Page 341

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using Archive and Restore Rese nding Restored Interchanges 10 - 59 Procedur e T o resend restored outbound intercha nges, complete the following steps: St e p A c t i o n 1 From the appropriate area of The Desk, select Rest ored Interchanges . System r esponse T[...]

  • Page 342

    Resending Restored In terchanges Using Archive and Restore Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 10 - 60[...]

  • Page 343

    -1 Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 CHAPTER 11 - 1 11 Using Process Control Contents ◗ Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 - 2 Sessions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .[...]

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    Introduction Using Process Control Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 11 - 2 Intr oduction In this chapter This chapter explains how to use the Gentran:Server process control. Process co ntrol feature Process control feature enables you to automate your message processing. Essentially , you need t[...]

  • Page 345

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using Process Control Overview 11 - 3 Sessions 0 Overview Introduction A session definition is an integral part of a process control event. The session setup process enables you to configure an d edit process control session scripts. Sessions are defined indepen[...]

  • Page 346

    Overview Using Process Control Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 11 - 4 Sessions tab parts and functions The following lists the parts of the Pro cess Control dialog box Sess ion tab and their functions: Part Function (list) Displays all currently defined session scripts. Session Displays the scr[...]

  • Page 347

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using Process Control Overview 11 - 5 Action Setup dialog box The following illustrates the Action Setup dialog box: Action Setup dialog box parts and functions The following lists the parts of the Action Setup dialog box and their functions: Part Function Comma[...]

  • Page 348

    Overview Using Process Control Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 11 - 6 Commands The following lists the script commands and their actions: Note See the Gentran:Server online Help fo r detailed information about these commands. Command Action Exec_Program Indicates a program for the system to run[...]

  • Page 349

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using Process Control Overview 11 - 7 GDW_Audit_Purge De letes all a udit records in the system. Note The purged Audit Log entr ies are removed from the database and appended to a text file. T o ensure that the text file does not grow unchecked, you may want to [...]

  • Page 350

    Overview Using Process Control Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 11 - 8 Conditions The following lists the script conditions and their actions: GDW_Print Performs the Print function. Note Y ou must have a print translation objec t registered with the system. GDW_Process_File Invoke s the post-c o[...]

  • Page 351

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using Process Control Creating Sessions 11 - 9 Cr eating Sessions Procedur e T o create a process control session, complete the following steps St e p A c t i o n Creating a session 1 Click Pr ocess Contro l on The Desk. System respon se The system displays the [...]

  • Page 352

    Creating Sessions Usi ng Process Control Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 11 - 10 3 Complete the boxes in the Command Specification section of the dialog box with th e appropriate values. Referen ce See Commands on page 1 1 - 6 for more information. 4 Do you want to specify a limit (i n minutes)[...]

  • Page 353

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using Process Control Creating Sessions 11 - 11 8 Click OK . System respon se The command is saved an d you return to the Ge ntran:Serve r Process Control dial og box. 9 Repeat Steps 1 through 8 until you finish adding commands to the session script. Notes ◗ I[...]

  • Page 354

    Editing Sessions Using Process Control Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 11 - 12 Editing Sessions Introduction If an event calls a session that is curre ntly processing or is activated, you are unable to edit and save th e session until the event has eith er finished processing or you suspend the[...]

  • Page 355

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using Process Control Editing Sessions 11 - 13 6 Do you want to specify a limit (i n minutes) on how long this command should process before the system writes a message to the Audit Log? ◗ If yes , selec t the check box and type the number of minutes in the bo[...]

  • Page 356

    Editing Sessions Using Process Control Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 11 - 14 12 Repeat Steps 4 through 1 1 until you finish adding commands to the session script. Use Up and Down if you need to resequence the commands in the script. Note ◗ If you need to edit a command in a script, select t[...]

  • Page 357

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using Process Control Deleting Sessions 11 - 15 Deleting Sessions Introduction If an event calls a session that is curre ntly processing or is activated, you are unable to delete the session until the even t has either finished processing or you suspend the even[...]

  • Page 358

    Overview Using Process Control Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 11 - 16 Events 0 Overview Introduction Events are a combination of the following: ◗ A time or day to execute or a file name for which the system checks ◗ The controller on which the event is processed ◗ A session definition Th[...]

  • Page 359

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using Process Control Overview 11 - 17 Proces s Control dialog box (Events tab) The following illustrates the Events tab of the Process Control dialog box: Events tab parts and functions The following lists the parts of the Process Control dialog box Ev ents tab[...]

  • Page 360

    Overview Using Process Control Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 11 - 18 Seconds Specify the interval (in seconds ) at which you want the system to refresh the dialog box (default is 20 seconds). Auto Refresh Indicate whether you want the Process Control dialog box t o automatically refresh (so y[...]

  • Page 361

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using Process Control Overview 11 - 19 Event Setup dialog box The following illustrates the Event Setup dialog box: Event Setup dialog box parts and functions The following lists the parts of the Even t Setup dialog box and their functions: Part Function Descrip[...]

  • Page 362

    Overview Using Process Control Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 11 - 20 Until Specify a stop time for the event. Note Y ou can eith er use 24-hour HH:MM format or 12-hour HH:MM or H:MM format with the designator "a" (am) or "p" (pm). Note An event will always execute on its e[...]

  • Page 363

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using Process Control Overview 11 - 21 Proces s Control dialog box (Active Ev ents tab) The following illustrates the Active Events tab of t he Process Control dialog box: Polled tab File name Specify the name of the file for which the system checks. Note Y ou c[...]

  • Page 364

    Overview Using Process Control Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 11 - 22 Active Events tab parts and functions The following lists the parts of the Proces s Control di alog box Active Events tab and their functions: Part Function (Event list) Displays the events that are currently processing. (Se[...]

  • Page 365

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using Process Control Creating New Events 11 - 23 Cr eating New Events Introduction Y ou can specify that the event runs as timed or as polled . If the event is running as “timed,” you must specify a time, a pre-de fined calendar and/or d ays of the week to [...]

  • Page 366

    Creating New Events Using Process Control Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 11 - 24 7 Do you want to designate this event as a notification type? ◗ If yes , select the check box and continue with Step 2 in Saving the event on page 1 1 - 26. ◗ If no , continue with the next step. Complete this[...]

  • Page 367

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using Process Control Creating New Events 11 - 25 5 Do you want to select a day or days of the week on which yo u want this session to be scheduled? ◗ If yes , click the check box next to the days on which the event should be run and continue with S tep 6. ◗[...]

  • Page 368

    Creating New Events Using Process Control Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 11 - 26 3 From the Result list, select Tr u e or False . Note ◗ If you select Tr u e , you are indicating that the event should only be executed when the specified file is present. ◗ If you select False , you are indi[...]

  • Page 369

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using Process Control Editing Events 11 - 27 Editing Events Introduction Y ou are not able to edit an even t unless the event is suspended. Reference See Pr ocedur e: suspending an event on page 1 1 - 37 for more information. Procedur e T o edit an existing even[...]

  • Page 370

    Editing Events Using Process Control Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 11 - 28 Complete this section if the event is timed 1 In the T ime Start box (on th e T imed tab), type a time. Note Y ou can eith er use 24-hour HH:MM format or 12-hou r HH:MM format with the designator “a” (am ) or “p?[...]

  • Page 371

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using Process Control Editing Events 11 - 29 5 Do you want to select a day or days of the week on which yo u want this session to be scheduled? ◗ If yes , click the check box next to those days and continue with Ste p 6 . ◗ If no , continue with S tep 6. Not[...]

  • Page 372

    Editing Events Using Process Control Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 11 - 30 3 From the Result list, select Tr u e or False . Note ◗ If you select Tr u e , you are indicating that the event should only be executed when the specified file is present. ◗ If you select False , you are indicatin[...]

  • Page 373

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using Process Control Deleting Events 11 - 31 Deleting Events Introduction Y ou are not able to delete an even t unless the event is suspended. Reference See Pr ocedur e: suspending an event on page 1 1 - 37 for more information. Procedur e T o delete an event, [...]

  • Page 374

    Viewing Events Using Process Control Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 11 - 32 V iewing Events Events tab The Gentran:Server Process Contro l dialog enables you to view all the events defined in your system. On the Events tab, the following sp ecifications are listed for each event: ◗ Event des[...]

  • Page 375

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using Process Control Viewing Events 11 - 33 Procedur e: viewing all events T o view all events, complete the following steps: St e p A c t i o n 1 Click Pr ocess Contro l on The Desk. System respon se The system displays the Gentran: Server Process Control dial[...]

  • Page 376

    Viewing Events Using Process Control Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 11 - 34 Procedur e viewing active events T o view active events, complete the following steps: 5 If necessary , change the Refresh options: ◗ If you want to change the i nterval in which the dialog box is automatically refre[...]

  • Page 377

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using Process Control Viewing Events 11 - 35 3 If necessary , change the Refresh options: ◗ If you want to change the i nterval in which the dialog box is automatically refreshed , type the interval (in seconds) at which you want the system to refresh the d ia[...]

  • Page 378

    Activating and Suspending Events Using Process Control Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 11 - 36 Activating and Suspending Events Introduction The Events tab of the Gentran:Server Process Control dialo g enables you to change the status of an event by activating or suspending the event. The indic[...]

  • Page 379

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using Process Control Activating and Suspending Events 11 - 37 Procedur e: suspending an event T o suspend an event, complete the following steps: St e p A c t i o n 1 Click Pr ocess Contro l on The Desk. System respon se The system displays the Process Co ntrol[...]

  • Page 380

    Executing an Event Immedi ately Using Process Control Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 11 - 38 Executing an Event Immediately Introduction The Events tab of the Gentran:Server Process Control dialo g enables you to execute the selected event immediately . This function allows you to manually inv[...]

  • Page 381

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using Process Control Overview 11 - 39 Calendars 0 Overview Introduction The process control Calendar feature enab les you to configure system calendars that excludes specific dates (such as holidays) or days of the week from processing. Like session definitions[...]

  • Page 382

    Overview Using Process Control Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 11 - 40 Previous Displays the previous month in the calendar . Note This button is only activated if a calendar is selected and a previous month exists for the calendar . Next Displays the next month in the calendar . Note This butt[...]

  • Page 383

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using Process Control Creating and Editing Calendars 11 - 41 Cr eating and Editing Calendars Procedur e T o create or edit a calendar , co mplete the following steps: St e p A c t i o n 1 Click Pr ocess Contro l on The Desk. System respon se The system displays [...]

  • Page 384

    Creating and Editing Calendars Using Process Control Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 11 - 42 7 Do you want to exclude a specific day or days of the week? ◗ If yes , select the check box in the Exclude section for each day of the week that you want to excl ude from processing and conti nue wit[...]

  • Page 385

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 Using Process Control Deleting Calendars 11 - 43 Deleting Calendars Procedur e T o delete a calendar , comp lete the following steps: St e p A c t i o n 1 Click Pr ocess Contro l on The Desk. System respon se The system displays the Gentran:Se rver Process Contr[...]

  • Page 386

    Deleting Calendars Usi ng Process Control Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide 11 - 44[...]

  • Page 387

    -1 Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 GLOSSARY GL - 1 Glossary ?In Documents This browser contains a list of document s that were received by the syst em but failed compliance checki ng or that do not have an identifiable partner or transaction set. ?Out Documents This browser contains a list of [...]

  • Page 388

    Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide GL - 2 authorization Permission to access a protected resour ce, service, or sen sitive information. browser A window that displays a list of items , such as documents (transaction sets), interchanges, or translation objects. A document browser displays only docu[...]

  • Page 389

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 GL - 3 composite data element A data element that is made up of multiple comp onent elements. cryptographic keys Cryptographic keys are cen tral to crypto graphic operatio ns and must be kept secret because whoever possesses a particula r key has access to any d[...]

  • Page 390

    Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide GL - 4 Each browser icon disp lays a graphic representation of paper if the document location contains documents. The Desk also allows you to access the Partner Editor subsystem, the Help system, the Process Control function (clock icon), and the Send/Receive fun[...]

  • Page 391

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 GL - 5 document One transaction set containing data and treated as a single entity . The amount of data does not affect whether something is a document or not, only the fact that it is treated as a single entity . For example, re gardless of whether a purchase o[...]

  • Page 392

    Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide GL - 6 There are three types of data elements, as illustrated in the table below: envelope A way of separating information in tran smissions for ease of processing. Each envelope contains a header segment and a trailer segment, which separate the envelope from ot[...]

  • Page 393

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 GL - 7 fail over A failover system is a backup operation that automatically switches to a standby database, server , or network if th e primar y system fails or is temporarily shut down for servicing. Fail over i s an important fault tolerance functio n of missi[...]

  • Page 394

    Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide GL - 8 menu A list of actions from which you can choo se. Unavailable items on a menu are dimmed to inform yo u they are disabled. menu bar Displays the list of menus for the application. move This functions enables you to move a document or group of docum ents e[...]

  • Page 395

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 GL - 9 post This function enables you to move comp liant documents from the W orkspace to Out Documents. predefined On a data entry translation object, a default value for a particular element. Y ou can change the value as necessary . print This command enables [...]

  • Page 396

    Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide GL - 10 Send Queue This function enables you to display a list of document s currently queued to be sent. set See T ransaction Set. sort This function enables you to sort the list of documents in a document bro wser into one of the following sequences: ◗ partne[...]

  • Page 397

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 GL - 11 ?Out Documents NotOK This code indicates that the document does not comply with the EDI standard definition. The errors that are causing the compliance failure can be determined by viewing the translator report for the document. In Documents OK All docum[...]

  • Page 398

    Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide GL - 12 Interchange Pr ocess S tatus Received (green) Indicates that the interchange was received by the system. Sent (green) Indicates that the interchange was successfully transmitted to the appropriate partner . Ready to Send (blue) Indicates that an atte mpt [...]

  • Page 399

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 GL - 13 Interchange, Gr oup, and Docu ment Acknowledgement S tatus W aiting Indicates that the interchange is waiting to be reconcil ed with an inbound functional acknowledgement. Overdue Indicates that the interchange is waiting to be reconcil ed with an inboun[...]

  • Page 400

    Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide GL - 14 ◗ A major error occurred while processing the interchange, functional group, or transactio n level enveloping structures. This error may include header and trailer control numb ers that do not match, an invalid trailer control count, or a control number[...]

  • Page 401

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 GL - 15 PickedUp This code indicates that the document was successfully delivere d to a trading partner through a V AN. (T o obtain this status using Sterli ng Information Broker , you must hav e your mailbox configured to receive the 70 report in data format). [...]

  • Page 402

    Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide GL - 16 synchronous A mode of coordination of communication among distributed processes that requires request-reply pairs to occur within the bounds of a sp ecified time interval in which the communica tion session is “live.” TDCC See EDIA. translation object[...]

  • Page 403

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 GL - 17 trading partner Another company with which your compan y trades documents. Also referred to as a partner . transaction set (document) A business form as defined by the standa rds. Examples incl ude an ANSI 850 purchase order or an UCS 880 in voice. The s[...]

  • Page 404

    Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide GL - 18[...]

  • Page 405

    -1 Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 IX - 1 Index Symbols ?In Documents 1-1 ?Out Documents 1-1 A ack 1-1 acknowledgements 1-1 criteria defining 8-3 defining acknowledgement criteria 8-3 reconciling documents and 8-6 using 8-1 AIAG 1-1 ANA 1-1 ANSI 1-1 application system 1-1 asynchronous 1-1 atta[...]

  • Page 406

    Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide IX - 2 EDIFACT 1-5 editing calendar 11-43 partner locations 3-118 partners 3-76 process control session 11-12 element 1-5 component 1-2 composite 1-3 envelope 1-6 BAT 3-73 BG 3-75 GS 3-73 ICS 3-75 ISA 3-75 MHD 3-70 ST 3-70 STX 3-75 UNA 3-75 UNB 3-75 UNG 3-73 UNH [...]

  • Page 407

    Gentran:Server for W indows User’s Guide Gentran:Server for Windows – November 2005 IX - 3 Partner Editor 1-4 , 1-8 partner profile 3-4 importing 3-56 partners attaching interchanges to 7-16 creating partner definition 3-56 editing 3-76 importing profiles 3-5 6 inbound relationship 3-58 advanced features 3-62 , 3-70 locations deleting 3-119 edi[...]

  • Page 408

    Gentran:Server for Windows – November 2005 Gentran:Server for Windows User’s Guide IX - 4 using the audit log 9-1 using tracking 9-1 V version 1-17 VICS 1-17 viewing 1-17 data audit information 9-9 documents 4-51 documents within interchanges 6-10 , 7-14 interchanges 6-8 , 7-10 Send Queue 5-13 tracking information 9-10 W WorkSpace 1-17 X X12 1-[...]