Operator Guide

10.2
- 10.5.3
- 10.5.0
- 10.4.0
- 10.2.3
- 10.2.2 HotFix 1
- 10.2.2
- 10.2.1

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Setting Up a Profile

In the

Navigator

, click

Partner Management

Profiles

Click New Profile
.

The

Create Profile

page appears.

Enter a name for the profile, which can contain up to 60 characters.

In the Description
field, enter any relevant information or a description of the profile. The description can be up to 255 characters.

To select a partner, click the Browse
button and select a partner from the list. Click OK
.

Select an account from the list and click OK
.

Select a workflow from the list. Click OK
.

Select a schedule from the list.

Add schedules to batch workflows that do not contain a file trigger. A schedule is necessary to activate the workflow.

Select a status from the list.

Enabled
. Run the workflow that is associated with the profile immediately after the profile is created.

Disabled
. Do not run the workflow immediately.

You cannot run the workflow for a disabled profile.

To assign categories to the profile, click the Categories
tab.

On the Categories
tab, choose whether to inherit categories from the account or to manage categories for the profile.

From the Available Profile Categories
column, select a category to associate with the profile and click the right arrow to move it to the Selected Profile Categories
column.

Click Save
.

Click the Workflow Parameters
tab and enter the values for the workflow parameters.

If you installed the Partners Portal component, the Portal Parameters tab displays the list of workflow parameters that the Message Profile wizard shows in the Partners Portal and that the partner can edit. You can create default settings for these parameters.

The name of the Portal Parameters tab is configurable, and the tab might have another name.

Click the Event Attributes
tab.

The Event Attributes
tab displays the list of attributes associated with events created when the workflow associated with this profile runs. You can use the attributes to specify additional event information at run time.

Usually, an administrator sets up the event attributes on the Operation Console. Contact the B2B Data Exchange administrator for information about the event attribute requirements for a profile.

Enter the values for the event attributes. The values you enter will be used as default values, but might be overridden by the workflow when processing a specific message.

To enter delayed processing information, click the Delayed Processing
tab.

To select whether Portal users can change message profile settings, click the Portal
tab. To allow changes, select Allow portal users to edit message profile
. To prevent Portal users from changing their message profiles, select Do not allow Portal users to edit the profile
.

Click Save.

Profiles

Profile ID

Application, Partner, and Account Number

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