Table of Contents

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  1. Preface
  2. Product Overview
  3. Security
  4. Applications
  5. Partner and Account Information
  6. Events
  7. Event Archiving
  8. User Policies
  9. Schedules
  10. B2B Data Exchange Administrative Tasks
  11. On-boarding Checklist Template
  12. System Properties
  13. Repository Management
  14. Document Management
  15. B2B Data Exchange Utilities
  16. DX Toggle Server REST API
  17. Dashboard and Reports Management

Administrator Guide

Administrator Guide

Introduction

Introduction

B2B Data Exchange facilitates the transfer and processing of structured and unstructured documents for trading partners. You can use B2B Data Exchange to manage the flow and transformation of documents and to manage the trading partners that send and receive the documents.
Use B2B Data Exchange to customize the processing of similar types of documents using the same transformation logic for different trading partners. You create workflows that define the transformation logic to process different types of documents. Then, create a profile to associate a partner with a workflow and define the document processing requirements for the partner.
For example, you create a workflow to process EDI documents for two partners. One partner requires acknowledgement and the other does not. You can create a profile for the first partner to use the workflow to process EDI documents. Set up parameters for the profile to allow for document acknowledgement. Then create a profile for the second partner to use the same workflow to process EDI documents but without acknowledgment. In this way, you can customize the way a workflow is used to process documents for each partner.
You can use the B2B Data Exchange Operation Console to customize and monitor document processing. Use the Operation Console to manage partners, workflows, and profiles and to monitor the events generated during document processing. You can also use the Operation Console to administer B2B Data Exchange users and roles, manage system properties, and set console preferences.

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