Table of Contents

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  1. Preface
  2. Document Processing
  3. Operation Console
  4. Partners and Profiles
  5. On-Boarding Checklists
  6. Managed File Transfer Web Users
  7. Managed File Transfer Connections
  8. Endpoints
  9. Events
  10. Event Monitors
  11. Reconciliations
  12. Event Resubmission
  13. Audit and Authorization
  14. Advanced Exception Handling
  15. Dashboard and Reports
  16. Service Level Agreement Management
  17. Glossary

Setting Up a Profile

Setting Up a Profile

  1. In the
    Navigator
    , click
    Partner Management
    Profiles
    .
  2. Click
    New Profile
    .
    The
    Create Profile
    page appears.
  3. Enter a name for the profile, which can contain up to 60 characters.
  4. In the
    Description
    field, enter any relevant information or a description of the profile. The description can be up to 255 characters.
  5. To select a partner, click the
    Browse
    button and select a partner from the list. Click
    OK
    .
  6. Select an account from the list and click
    OK
    .
  7. Select a workflow from the list. Click
    OK
    .
  8. 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.
  9. 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.
  10. Click the
    Workflow Parameters
    tab and enter the values for the workflow parameters.
    If you selected an Informatica Cloud workflow, the workflow is associated with an Informatica Intelligent Cloud Services (Data Integration) mapping.
    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.
  11. 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.
  12. 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.
  13. To enter delayed processing information, click the
    Delayed Processing
    tab.
  14. 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
    .
  15. To assign categories to the profile, click the
    Categories
    tab.
  16. On the
    Categories
    tab, choose whether to inherit categories from the account or to manage categories for the profile.
  17. 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.
  18. Click
    Save
    .

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