Before you create a partner for custom files with Intelligent Structure Discovery, complete the following prerequisites:
For an inbound flow, you must create the structures of the files that you plan to exchange with the partner. For information about creating structures, see
Creating a structure.
If you plan to use a process-to-backend mapping for the flow, you must also create the process-to-backend mapping.
For an outbound flow, you must create a process-from-backend mapping. If you plan to use an outbound mapping for the flow, you must also create the outbound mapping.
If you plan to use an Advanced FTP V2, Advanced FTPS V2, Advanced SFTP V2, or AS2 Client connection, configure the connection in Administrator. For information about configuring the connection, see the respective connector guide.
If you plan to use the File Servers connection, create a user account for each partner that sends files from an AS2, HTTPS, or SFTP server to your organization or receives files that you send to an HTTPS or SFTP server for the partner. For more information, see
File server users.
If you plan to run a flow based on a schedule, verify that the schedule has been created or create the schedule in
Administrator
.
Verify that you have the appropriate asset privileges to create the partner and define the flows. For more information about privileges, see
User roles.