Methods for Creating Partner Profiles
Partner profiles define the parameters that control the processing and structure of inbound and outbound data for each partner.
You can set up your partner profiles using any of three methods: importing, copying, and creating them yourself. The method you use depends on whether you have a partner profile to use as a starting point, as shown in the following table:
| Partner profile creation method | When to use |
|---|---|
| Import existing profile | Use this method if you receive partner profiles
from IBM® or if you
have an existing profile from which you can import partner details.
The profile can be exported from another copy of the Sterling Gentran:Server® system. See Importing Partner Profiles for more information. |
| Copy existing profile | Use this method when you have an existing profile
that you can copy and then enter a unique partner definition and key
enveloping information for the copied partner. See Copying Partner Profiles for more information. |
| Create a new profile | Use this method when you do not have a profile
to import or copy. See Process of defining a partner profile for more information. |
To complete the partner profile, you need to define an inbound or outbound relationship or both:
- If you are receiving and processing information from this trading partner, you need to define an appropriate inbound relationship.
- If you are sending information to this trading partner, you need to define an outbound relationship.
You need to create a partner profile for each partner with whom you are going to exchange data.
Process for defining a partner profile
The following describes the partner profile creation process:
| Stage | Description |
|---|---|
| 1 | Create the partner definition. |
| 2 | If necessary, create the inbound relationship. |
| 3 | If necessary, create the outbound relationship. |
| 4 | To use a cross-reference or lookup table with the partner relationship to supplement or convert data you enter or receive, see Creating Partner Tables. |
| 5 | To use locations to contain address- and contact-related information about the partner, see Creating Partner Locations . |