Before You Create Trading Partner Profiles

Before you create trading partner profiles, determine whether you and your trading partner are using digital certificates for secure data transport, decide whether you are using a basic profile or an advanced profile, collect the proper information, and ensure that the necessary servers and adapters are installed and configured.

Gather this required information and complete these actions prior to creating your trading partner profiles.

Note: If you are exchanging EDI documents using a value-added network (VAN), you may not need to set up trading profiles. When using a VAN, you may need only to create document envelopes, which sufficiently completes the information requirements that Sterling B2B Integrator needs to exchange the EDI documents.
  • Determine if you and your trading partner are going to use digital certificates for secure data transport. If so, create and check in those certificates.
  • Decide if you are going to enter the trading partner using a basic profile or an advanced profile.
  • Collect this information about yourself and your trading partner:
    • Name
    • Identifier – Unique string that identifies this trading partner
    • Address – Conventional street address, city, and zip or postal code
    • Sending and receiving protocols and settings – FTP, SMTP, HTTP, or File Transfer
    • IP addresses and port numbers
    • Enveloping properties
    • Passwords
  • Ensure that necessary servers and adapters are installed and configured.