Partner onboarding - partner initiates the connection for file exchange (inbound push and outbound pull)

The partner establishes a connection with the sponsor by using the FTPS protocol to exchange files.

Sign in to PEM Portal as a Sponsor Administrator.
Click Activities. In the Actions column, click Rollout. The Activity Rollout window opens.
For more information about rolling out the activity, see Rolling out an activity.
After rolling out the activity to the required trading partner, click Directory.
To view the details for the partner to whom you have rolled out the activity, from the Actions column, click View to view the information.
Sign out of PEM Portal as a Sponsor Administrator.
Sign in to PEM Portal as a Partner Administrator.
You can view the activity that is rolled out for which the status is Not Started.
From the Actions column, click Start activity. The Task Execution window opens.
You can view the list of partner tasks that needs to be started. Start the following open tasks in the sequential order as follows:
Note: To view all tasks, select the Show all Tasks check box. Based on the values configured by the Sponsor Administrator, you can view tasks that are opened for completion and tasks that are skipped.
1. Introduction
  1. In the Status/Action column, click Start task. The Introduction window opens.
  2. Click Finish.
2. Select direction and prefix
  1. In the Status/Action column, click Start task. The Review partner profile window opens.
  2. In the Resource Prefix* field, enter the profile details that needs to be provisioned in the backend system, and click Next.
  3. In the Select direction page, select I will initiate the connection from the Option to send and receive files list.
    Here, the sponsor administrator hosts the server and provides the server details. The partner administrator connects to the server as a client to manage file transfer.
  4. Click Finish.
3. I/B Push and O/B Pull - Test
  1. In the Status/Action column, click Start task. The I/B Push and O/B Pull - Test wizard opens.
    You can view all the information that is provided by the Sponsor Administrator in the context data.
  2. Click Next.
  3. In the SSL Certificate details - Test page, click File Download to download the SSL Certificate, and then click Finish.
4. I/B Push and O/B Pull - Prod
  1. In the Status/Action column, click Start task. The I/B Push and O/B Pull - Prod wizard opens.
    You can view all the information that is provided by the Sponsor Administrator in the context data.
  2. Click Next.
  3. In the SSL Certificate details - Test page, click File Download to download the SSL Certificate, and then click Finish.
5. Provisioning Confirmation - This is a confirmation task to confirm whether you want to provision the completed tasks to the backend system. To confirm, click Next. A confirmation message is displayed. Click Finish. All the configurations assigned by the Sponsor Administrator to the Partner Administrator are provisioned to the backend system by calling REST APIs.
6. I/B Push and O/B Pull Testing - The wizard displays the Test System information about the user credentials, the IB Push and OB Pull Test APIs and the user name and password that the partner can use to log in to the FTPS server.
  The partner can also download the SSL Certificate from this page.
  
  The partner can use the credentials to access the FTPS server, select the confirmation check box, and then click Finish.
7. I/B Push and O/B Pull ProdConf - The wizard displays the Production System information about the user credentials, the IB Push and OB Pull Prod APIs and the user name and password that the partner can use to log in to the FTPS server.
  The partner can also download the SSL Certificate from this page.
  
  The partner can use the credentials to access the FTPS server, select the confirmation check box, and then click Finish.
The status of the activity is green, which indicates that the onboarding of partners is successfully completed.