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

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

  1. Sign in to PEM Portal as a Sponsor Administrator.
  2. 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.
  3. After rolling out the activity to the required trading partner, click Directory.
  4. For the partner to whom you have rolled out the activity, from the Actions column, click View to view the information.
  5. Sign out of PEM Portal as a Sponsor Administrator.
  6. Sign in to PEM Portal as a Partner Administrator.
  7. You can view the activity that is rolled out for which the status is Not Started.
  8. From the Actions column, click Start activity. The Task Execution window opens.
  9. 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. Direction selection 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 listen for 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 Pull and O/B Push - Test
      1. In the Status/Action column, click Start task. The I/B Pull and O/B Push - Test wizard opens.

        You can view all the information that is provided by the Sponsor Administrator in the context data. Click Next.

      2. In the I/B Pull and O/B Push Configuration - Test System page, enter the following details:
        • In Host Name/IP Address, enter the host name or IP address of the server.
        • In User Name, enter the user name.
        • In Password, enter the password.
        • In Directory, specify the path.
        • In Remote Port, enter the port number.
        • In Preferred Authentication Type, select PASSWORD, if necessary. By default, PASSWORD is selected.
      3. Click Next.
      4. In Ssh Keys, upload the SSH key.
      5. Click Finish.
    4. I/B Pull and O/B Push - Prod
      1. In the Status/Action column, click Start task. The I/B Pull and O/B Push - Prod wizard opens.

        You can view all the information that is provided by the Sponsor Administrator in the context data. Click Next.

      2. In the I/B Pull and O/B Push Configuration - Production System page, enter the following details:
        • In Host Name/IP Address, enter the host name or IP address of the server.
        • In User Name, enter the user name.
        • In Password, enter the password.
        • In Directory, specify the path.
        • In Remote Port, enter the port number.
        • In Preferred Authentication Type, select PASSWORD, if necessary. By default, PASSWORD is selected.
      3. Click Next.
      4. In Ssh Keys, upload the SSH key.
      5. 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. User Account - Test
      1. Enter the user account name to be associated with partner that will be used to access the test file transfer system. If LDAPProvisioningEnabled context data is set to True, the user account data will be provisioned in the LDAP.
      2. Select the check-box to confirm that the given user account exists in LDAP system.
        Note: This step is available only if the LDAPProvisioningEnabled context data is set to False.
    7. User Account - Prod
      1. Enter the user account name to be associated with partner that will be used to access the prod file transfer system. If LDAPProvisioningEnabled context data is set to True, the user account data will be provisioned in the LDAP.
      2. Select the check-box to confirm that the given user account exists in LDAP system.
        Note: This step is available only if the LDAPProvisioningEnabled context data is set to False.
  10. The status of the activity is green, which indicates that the onboarding of partners is successfully completed.