CONTENTS Title Page Copyright Page Preface 1 Introduction to Configuring 1.1 What is Configuring? 1.2 Possible Configurations for DEC/EDI 1.3 General Principles of the DEC/EDI Management Interface 1.3.1 Options Menus 1.3.2 Moving Between and Within Screens 1.4 Commands Used in This Book 2 DEC/EDI and VAXcluster Systems 2.1 Distributing DEC/EDI Services 2.2 Translation and Communication Services Needs 2.3 Using a Cluster Alias 2.4 Installing on a Cluster 2.5 Performing Postinstallation Tasks 2.6 Example of a Clustered DEC/EDI System 2.7 Using Connection-ids 2.8 Restrictions on User Interface Commands on a Cluster 3 Preparing to Configure DEC/EDI 3.1 Starting and Stopping DEC/EDI 3.2 Giving Other Users Access to DEC/EDI 3.2.1 Administrator Access Rights 3.2.2 Supervisor Access Rights 3.2.3 Assigning Access Rights 3.2.4 Adding a User 3.2.5 Listing Users' Access Rights 4 Routing Documents and Transmission Files Through DEC/EDI 4.1 Introduction 4.2 Adding DEC/EDI Services 4.3 Selecting the Transport Mechanism 4.4 Connections and Connection Identifiers 4.4.1 Connection Identifiers for VAN Connections 4.5 Routing Documents by Defining Logical Names 4.5.1 Logical Names Defined For a New DEC/EDI Installation 4.5.2 Identifying Application Nodes From a Translation Node 4.6 Setting Up a Single-Node DEC/EDI System 4.6.1 Adding DEC/EDI Services 4.6.2 Identifying the Applications on This Node 4.6.3 Identifying Connections on the Communications Gateway 4.6.4 Example of a Single-Node System 4.7 Setting Up a Multinode System 4.7.1 Setting Up Routing on the Application Service 4.7.1.1 Adding an Application Service to Your Current Node 4.7.1.2 Routing Documents to a Single Translation Service 4.7.1.3 Routing Documents to Multiple Translation Services 4.7.2 Setting Up Routing on the Translation Service 4.7.2.1 Adding a Translation Service to Your Current Node 4.7.2.2 Identifying the Application Service Nodes 4.7.2.3 Identifying the Communication Service Nodes 4.7.3 Setting Up Routing on the Communication Service 4.7.3.1 Adding a Communication Service to Your Current Node 4.7.3.2 Identifying the Translation Service Nodes 4.7.4 Example of a Multinode System 4.8 Setting Up DEC/EDI Between Two Application Services 4.8.1 Identifying the Service on Each Node 4.8.2 Identifying the Route 4.8.3 Example of DEC/EDI Between Two Application Services 4.8.4 Setting Up DECnet 4.8.5 Setting Up the Message Router Transfer Service 4.9 Summary of Routing Information 5 Configuring the Translation Service 5.1 Introduction 5.2 Tables Used by the Translation Service 5.2.1 The Trading Partner Profile Tables 5.2.2 Document Dictionaries 5.3 Configuring the Translation Service to Exchange Documents 5.3.1 Identifying the Document to Exchange 5.3.2 Creating a Trading Partner Agreement Profile 5.3.3 Defining the Envelope for an X12 or TDCC Document 5.3.3.1 Enveloping Information For TDCC Documents Using GS/GE Segments 5.3.4 Identifying the Functional Acknowledgement to Send 5.3.5 Defining Data Labels 5.3.5.1 Segment Qualifiers 5.3.5.2 Qualified Pairs 5.3.5.3 Repeating Elements 5.3.6 Specifying Validation for Data Labels 5.3.7 Scheduling the Transmission File Builder 5.4 Changing a Document for All Trading Partners 5.4.1 Changing the Requirement for a Segment 5.4.2 Changing an EDIFACT or TRADACOMS Subelement 5.5 Changing a Document for a Specific Trading Partner 5.5.1 Deleting a Segment for a Specific Trading Partner 5.5.2 Changing the Trading Partner Code Translation Table 5.5.3 Defining Data Labels for a Specific Trading Partner 6 Configuring the Communication Services 6.1 Introduction 6.2 Summary of What You Need to Do 6.3 Defining Gateway Parameters 6.4 Defining a Connection 6.5 Setting Up a Window Schedule 6.6 Shutting Down and Restarting a Gateway 6.7 Enabling and Disabling a Gateway 6.8 Enabling and Disabling a Connection 7 Setting Up the Bisync Gateway 7.1 Introduction 7.1.1 Setting Up Your Account on the VAN 7.2 Defining Parameters 7.3 Creating the Connection and Assigning it to a Trading Partner 7.4 Scheduling Predefined Windows 7.5 Setting Up and Scheduling Jobs 7.5.1 Setting Up Bisync Jobs and Scripts 7.5.2 Scheduling the Times at Which Jobs Run 7.6 Shutting Down and Restarting a Gateway 7.7 Enabling and Disabling a Gateway 7.8 Enabling and Disabling a Connection 7.9 Starting a Connection Manually 7.10 Bisync Gateway Modem Connections 7.11 Setting Up Connections For Specific VANs 7.11.1 Setting Up for EDI * NET (BT-TYMNET) 7.11.2 Setting Up for EDI * EXPRESS (GEIS) 7.11.3 Setting Up for EDICT (AT&T ISTEL) 7.11.3.1 Setting Up a Job for an EDICT Connection 8 Setting Up the Import/Export Gateway 8.1 Introduction 8.2 Defining Gateway Parameters 8.3 Creating the Connection and Assigning it to Your Trading Partner 8.3.1 Defining the Connection Characteristics 8.4 Setting Up a Window Schedule 8.5 Setting Up and Scheduling Jobs 8.5.1 Scheduling the Times at Which Jobs Run 8.6 Shutting Down and Restarting the Gateway 8.7 Enabling and Disabling a Gateway 8.8 Enabling and Disabling a Connection 8.9 Starting a Connection Manually 8.10 Creating the Directories Used by the Import/Export Gateway 8.10.1 Setting Directory Protections 8.10.2 Limiting the Number of Versions of Import Transmission Files 8.11 File Naming Convention for the Import/Export Gateway 9 Setting Up the OFTP Gateway 9.1 Introduction 9.2 Setting Up Your OFTP Environment 9.3 Defining Gateway Parameters 9.4 Creating the Connection and Assigning it to a Trading Partner 9.4.1 Specifying the Connection Details 9.5 Setting Up a Window Schedule 9.5.1 Scheduling Predefined Windows 9.6 Shutting Down and Restarting the Gateway 9.7 Enabling and Disabling the Gateway 9.8 Enabling and Disabling a Connection 9.8.1 Starting a Connection Manually 10 Setting Up the X.25 Gateway 10.1 Introduction 10.1.1 TRADANET Over X.25 10.1.2 Passwords for TRADANET 10.1.3 Identifying Documents 10.1.4 TRADANET VAN Reports 10.2 Defining Gateway Parameters 10.3 Defining the Connection to the TRADANET VAN 10.3.1 Creating the Connection and Assigning it to a Trading Partner 10.3.2 Specifying the Connection Details 10.4 Setting Up a Window Schedule 10.5 Setting up and Scheduling Jobs 10.5.1 Setting Up X.25 Jobs and Scripts 10.5.2 Scheduling the Times at Which Jobs Run 10.6 TRADANET VAN-specific Options 10.7 Shutting Down and Restarting the Gateway 10.8 Enabling and Disabling the Gateway 10.9 Enabling and Disabling a Connection 10.9.1 Starting a Connection Manually 10.10 A Checklist for TRADANET 11 Setting Up the X.400 Gateway 11.1 Prerequisites 11.2 Setting Up Mailboxes 11.3 Setting Up DEC/EDI as an X.400 Subscriber 11.3.1 Creating a Directory Service Entry for DEC/EDI 11.4 Defining the Message Router Local Mailbox 11.5 Setting Up Details Within DEC/EDI 11.5.1 Defining Your Gateway Characteristics 11.5.2 Creating the Connection and Assigning it to a Trading Partner 11.5.3 Defining the Connection Characteristics 11.5.4 Setting Up a Window Schedule 11.6 Applying the New Settings 11.6.1 Shutting Down and Restarting DEC/EDI 11.6.2 Starting the Communication Service X.400 Gateway 11.6.3 Enabling the Connection 11.6.4 Starting a Connection Manually 12 Exchanging Transmission Files Outside the Normal Schedule 12.1 Scheduling a One-time Window 12.2 Scheduling an Exception Job 12.2.1 Starting a Job on Demand 12.3 Example of Using One-time Windows and Exception Jobs 13 Running the Configuration Verification Procedure 13.1 Introduction 13.1.1 When to Run the Configuration Verification Procedure 13.1.2 How the CVP Tests Document Routing 13.1.3 How the CVP Tests the User Interface 13.1.4 Prerequisites for Running the CVP 13.1.5 Stages of the Configuration Verification Procedure 13.2 Running the Configuration Verification Procedure 13.2.1 Setting Up the Translation Service 13.2.2 Setting Up the Communication Service 13.2.3 Starting the Configuration Verification Procedure 13.2.4 Responding to Questions from the Configuration Verification Procedure 13.2.5 Exporting and Importing the Transmission File 13.3 The Configuration Verification Procedure Report 13.4 Tidying Up After Running the Configuration Verification Procedure 13.5 Examples of Running the Configuration Verification Procedure 13.5.1 Printout When Running the CVP 13.5.2 Report Produced by the CVP 14 Testing the Translation Service 14.1 Setting Up the Application Service 14.2 Setting Up the Translation Service 14.2.1 Identifying the Application Service Nodes 14.2.2 Creating a Trading Partner Profile and Agreements 14.2.3 Identifying the Communication Service Node 14.3 Setting Up the Communication Service 14.3.1 Adding the Gateway and Connection 14.3.2 Setting Up the Default Import/Export Directories 14.3.3 Defining the Connection Characteristics 14.4 Running the Test 14.5 Comparing the Sent and Received Documents 14.6 Modifying DEC/EDI to Exchange Live Documents 14.6.1 Moving the Connection After Testing 14.6.2 Editing Logicals on the Translation Service 15 Reconfiguring DEC/EDI 15.1 Moving the Translation Service 15.1.1 Getting DEC/EDI into a Suitable State 15.1.2 Setting Up New Routing Information 15.1.3 Restarting DEC/EDI 16 Customizing Dictionaries and Messages 16.1 Customization Example 16.1.1 Changes to Data Element 673 16.1.2 Changes to Data Element 689 16.1.3 Changes to Segment IDs A Mapping Between Internal and External Standards A.1 Mapping A.1.1 Direct Mapping A.1.2 Qualifier/Value Pair Mapping A.1.3 Repeated Direct Mapping A.1.4 Repeating Qualifier/Value Pair Mapping A.1.5 Default Values A.2 Group Mapping B DEC/EDI Tables B.1 Profile Tables B.1.1 Trading Partner Table B.1.2 Trading Partner Agreements Table B.1.3 Trading Partner Agreements Detail Table B.2 Data Label Tables B.2.1 Data Label Table B.2.2 Data Description Table B.3 Format Tables B.4 Document Tables B.4.1 Segment Table B.4.2 Element Tables B.5 Trading Partner-Specific Document Tables B.5.1 Trading Partner Envelope Table B.5.2 Trading Partner Document Definition Table B.5.3 Trading Partner Segment Definition Table B.5.4 Trading Partner Element Definition Table B.5.5 Trading Partner Code Translation Table B.5.6 Trading Partner Qualifier Table B.5.7 Trading Partner Data Label Table B.6 Application Site Table FIGURES 2-1 Cluster with Uniform Services 2-2 Cluster with Split Services 2-3 DEC/EDI on Two Clusters 2-4 DEC/EDI Services on the CLSTER Cluster 3-1 List User Screen 4-1 Application Site Information Screen 4-2 Example of DEC/EDI on a Single-Node System 4-3 Example of DEC/EDI on a Multinode System 4-4 Example of Using DEC/EDI Between Two Application Services 4-5 Summary of Routing Information 5-1 First Trading Partner Details Screen 5-2 First Trading Partner Agreement Details Screen 5-3 Second Trading Partner Agreement Details Screen 5-4 Document Details Screen 5-5 Envelope Screen 5-6 Data Labels Screen 5-7 Qualified Subelement Data Label Screen 5-8 Data Validation Screen 5-9 Trading Document Screen 5-10 Document Segments Screen 5-11 Document Segment Screen 5-12 Subelement Dictionary Screen 5-13 Code Translation Screen 5-14 Edit Code Translation Screen 6-1 X.400 Parameter Details Screen 7-1 Bisync Parameter Details Screen 7-2 Bisync Window Schedule Details Screen 7-3 Bisync Connection Job Details Screen 7-4 Bisync Gateway Job Schedule Details Screen 7-5 Hardware Configuration for a DF Modem 7-6 Hardware Configuration for a Non-DF Modem 7-7 Bisync Connection Defaults for EDI * NET (1) 7-8 Bisync Connection Defaults for EDI * NET (2) 7-9 Bisync Connection Defaults for EDI * EXPRESS (1) 7-10 Bisync Connection Defaults for EDI * EXPRESS (2) 7-11 Bisync Connection Defaults for EDICT (1) 7-12 Bisync Connection Defaults for EDICT (2) 7-13 Bisync Connection Details Screen 3 8-1 Import/Export Parameter Details Screen 8-2 Import/Export Connection Details First Screen 8-3 Import/Export Connection Details Second Screen 8-4 DEC/EDI Window Scheduling Details Screen 8-5 Import/Export Gateway Job Schedule Details Screen 9-1 OFTP Parameter Details Screen 9-2 OFTP Connection Details Screen 9-3 Window Scheduling Details Screen 10-1 X.25 Parameter Details Screen 10-2 X.25 Connection Details First Screen 10-3 X.25 Connection Details Second Screen 10-4 X.25 Connection Details Third Screen 10-5 Window Scheduling Details Screen 10-6 Connection Job Details Screen 10-7 X.25 Gateway Job Schedule Details Screen 11-1 DEC/EDI and Mailbox Usage 12-1 Job Exception Details Screen TABLES 2-1 Example of DEC/EDI on a Cluster 2-2 User Interface Command Restrictions on a Cluster 3-1 Commands to Control Access to DEC/EDI 4-1 Commands That Identify DEC/EDI Nodes and Services 4-2 DEC/EDI Routing Logicals for Outgoing Documents 4-3 DEC/EDI Routing Logicals for Incoming Documents 4-4 Fields on the Application Site Details Screen 5-1 Fields on the Trading Partner Details Screens 5-2 Fields on the Trading Partner Agreement Details Screen 5-3 Message Numbering Scheme Possible Values 5-4 Fields on the Document Details Screen 5-5 Fields on the EDIT ENVELOPE Screen 5-6 Fields on the Qualified Subelement Data Label Screen 5-7 Fields on the Data Validation Screen 7-1 Fields on the Bisync Parameter Details Screen 7-2 Fields on the Bisync Connection Details Screen 7-3 Fields on the Window Schedule Details Screen 7-4 Fields on the Bisync Connection Job Details Screen 7-5 Scripts for Use With EDI * NET - Bisync Gateway 7-6 Scripts for Use With EDI * EXPRESS - Bisync Gateway 7-7 Fields on the Bisync Connection Details Screen for EDICT 7-8 Scripts for Use With EDICT - Bisync Gateway 8-1 Fields on the Import/Export Parameter Details Screen 8-2 Fields on the Import/Export Connection Details Screen 8-3 Fields on the Window Schedule Details Screen 9-1 Fields on the OFTP Parameter Details Screen 9-2 Fields on the OFTP Connection Details Screen 10-1 Fields on the X.25 Parameter Details Screen 10-2 Fields on the X.25 Connection Details Screen 10-3 TRADANET Connection Details Screens 2 and 3 10-4 Fields on the X.25 Connection Job Details Screen 11-1 MRMAN BUILD SUBSCRIBER Qualifiers and Their Equivalent DEC/EDI EDIT PARAMETER Fields 11-2 EDIT PARAMETER Mandatory Fields 11-3 EDIT PARAMETER Optional Fields 11-4 EDIT CONNECTION Mandatory Fields 11-5 EDIT CONNECTION Optional Fields 12-1 Fields on the Job Exception Details Screen 13-1 Translation Service CVP Connection Names and Logical Names 13-2 Translation Service CVP Application-ids