Informatica® B2B Data Exchange

10.5.3

Partners Portal Guide

Informatica B2B Data Exchange Partners Portal Guide
10.5.3
December 2022
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Publication Date: 2022-12-13

Table of Contents
Preface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Informatica Resources. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Informatica Network. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Informatica Knowledge Base. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Informatica Documentation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Informatica Product Availability Matrices. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Informatica Velocity. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Informatica Marketplace. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Informatica Global Customer Support. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

Chapter 1: Partners Portal Introduction. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Partners Portal Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Logging In to the Partners Portal. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Logging Out of the Partners Portal. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Getting Help. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

Chapter 2: Dashboard. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Dashboard Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Dashboard Panels. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Last 24 Hours. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Events Trend. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
File Processing Success Rate. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
SLA Warnings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Filter the Dashboard. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Dashboard Filter Properties. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Message Processing Event Types and Statuses. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

Chapter 3: Monitoring Events. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

Monitoring Events Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Monitoring Events Properties. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Aggregated Status Icons. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Event Status Icons. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Details Panel. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Event Details Properties. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Event Attributes Properties. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
Event Hierarchy Properties. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
Refreshing the Events. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
Filter the Events. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
Monitoring Events Filter Properties. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28

Table of Contents 3
 Chapter 4: On-boarding. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
On-boarding Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
Message Profiles. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
Message Profile Properties. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
Refreshing the Message Profiles. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
Endpoints. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
Endpoint Properties. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
Performing On-boarding. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
Step 1. Edit the Message Profile. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
Step 2. Edit the Endpoint. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34

Chapter 5: File Exchange. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35

File Exchange Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
File Exchange Properties. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
Uploading a File. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
Downloading a File. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
Deleting Files from File Exchange. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
Refreshing the File Exchange. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38

Index. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39

4 Table of Contents
Preface
Use the B2B Data Exchange Partners Portal Guide to learn how to perform the operational tasks in the B2B
Data Exchange Partners Portal.

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5
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select the eSupport option.

6 Preface
Chapter 1

Partners Portal Introduction

This chapter includes the following topics:

• Partners Portal Overview, 7

• Logging In to the Partners Portal, 8
• Logging Out of the Partners Portal, 9
• Getting Help, 9

Partners Portal Overview

B2B Data Exchange processes complex structured and unstructured documents, such as NACHA and EDI
documents, SWIFT and HIPAA transactions, and other documents and messages.

In the B2B Data Exchange system, the organization or department that manages B2B Data Exchange is
known as the Organization, and the vendors, customers, or departments that send documents to be
processed or receive processed documents from the B2B Data Exchange administrative Organization are
known as Partners.

A partner can be a vendor or a customer, or an internal system such as an accounting application or an ERP
system. Each partner contains one or more accounts. At a customer site, an account can be a division, a
department, or a subsidiary. In an internal system, an account can be a customer ID or a vendor code.

You can use the Partners Portal to track and monitor the flow of documents that you send and receive with
B2B Data Exchange to the Organization. Use the Partners Portal to safely, quickly, and easily monitor the
files, transactions, documents, and messages that B2B Data Exchange processes.

The Partners Portal contains tabs with different views of the file processing events, such as charts, reports,
and an event list. You can use the views to get a quick picture of overall traffic, determine the success rate or
failure rate of file processing, or drill down to troubleshoot specific problems.

With the Partners Portal you can view the status and processing of the file transfers. Use the portal to
determine if there were any errors during file transfers, or view statistics for the traffic flow of documents. If
needed, you can use the Events List view to see all the events related to file transfers, and troubleshoot any
errors in file processing.

Note: To ensure security and privacy, a Partners Portal user only views events related to the Partner entity
assigned to the user.

Partners can use the Partners Portal for collaborative on-boarding. Partners can view and update their B2B
Data Exchange message profiles to meet specific processing needs. B2B Data Exchange Operators can and
approve or reject the Partner changes. Partners can view their endpoint communication settings, and
configure the password for FTP hosted by B2B Data Exchange and Managed File Transfer.

7
 Partners can use the Partners Portal to securely upload and download files for B2B Data Exchange. You can
view a report of uploaded and downloaded files and the status of uploaded files. You can view the events of
an uploaded file that is in progress or has completed uploading.

Logging In to the Partners Portal

Once you receive a registration email for the Partners Portal from the B2B Data Exchange Organization
administrator, you can login and change your password, then monitor your B2B Data Exchange documents.

The minimum screen resolution requirement is 1200 X 800.

If your browser is Microsoft Internet Explorer version 10 or version 11, do not use compatibility mode to view
the Partners Portal. Ensure that the setting is non-compatibility mode.

1. To access the Partners Portal and set your password, click the reset password link in the registration
email.
Note: To ensure security, the reset password link is valid for only 72 hours after receipt. After that time,
click the forget password link to receive another registration email.
The following image shows the Partners Portal login page:

The Partners Portal login page shows the organization logo.

2. Change the password to a unique password. Your password must be at least eight characters long and
contain a number and an English letter.

8 Chapter 1: Partners Portal Introduction

Logging Out of the Partners Portal
You can log out of the Partners Portal at any time. All events are maintained in the B2B Data Exchange
server.

It is recommended that you securely log out of the Partners Portal instead of closing the browser. After 20
minutes of inactivity, you are automatically logged out.

u To log out of the Partners Portal, click the user name menu in the upper right corner and select Log Out.
The following image shows the user name menu:

Getting Help
You can open the on-line help for the Partners Portal from any tab. You can also view version details for the
portal if needed.

1. To access the on-line help for the Partners Portal, click the question mark icon in the upper right
corner of the Partners Portal.
2. To view the version and copyright details of the Partners Portal, click the question mark icon menu in the
upper right corner and select About.
The following image shows the question mark icon menu:

Logging Out of the Partners Portal 9

Chapter 2

Dashboard
This chapter includes the following topics:

• Dashboard Overview, 10
• Dashboard Panels, 11
• Filter the Dashboard, 14
• Dashboard Filter Properties, 15

Dashboard Overview
The Dashboard in the Start tab provides summary information about B2B Data Exchange file processing. The
Dashboard contains a collection of panels that display visual charts and reports and key metrics that
summarize the file processing activity, such as which files were successfully processed during the last 24
hours, or the error rate for a specific time period.

Each panel displays a different set of key metrics. The metrics address typical business needs and help you
assess the system activity and find issues that you might need to address. The metrics quickly summarize
statistical information about the processed data and file exchange.

The following image shows the Dashboard:

Note: If the B2B Data Exchange Dashboard and Reports component was not deployed by the B2B Data
Exchange organization, only the Last 24 Hours panel is displayed.

Most of the panels in the Dashboard contain aggregated information that can be further filtered. You can
apply a filter to focus on specific events or a particular period of time.

10
 You can click each panel, except the SLA Warnings panel, to view the related list of events. The events
provide information about the system activity related to B2B Data Exchange message processing.

The Last 24 Hours metrics are updated from the real time data base, whereas the other metrics are updated
from the operational data store. The operational data store is a repository that contains aggregated
information about completed events that B2B Data Exchange has processed. Events can be completed
successfully or with errors. The aggregated information in the operational store can be used to monitor B2B
Data Exchange business activity.

Dashboard Panels
The Dashboard contains a collection of panels with visual charts that summarize the file processing activity
in B2B Data Exchange.

Last 24 Hours
The Last 24 Hours panel displays metrics for events created in the last 24 hours, grouped by unresolved
errors, events in process, and successfully completed events.

The following image shows the Last 24 Hours panel:

Use the panel to quickly identify current issues with your B2B Data Exchange processes. You can click each
element in the panel to drill down to the events list and show all the related events in the Monitoring Events
tab. The panel has the following elements:
Unresolved Errors

Displays current error events for all B2B Data Exchange events created in the last 24 hours.

In Process

Displays all events that were created and are still in process during the past 24 hours.

Completed

Displays all events that were created and completed during the past 24 hours.

Note: The Dashboard filter does not apply to this panel.

Dashboard Panels 11
 Events Trend
The Events Trend panel displays the number of events per day in the selected time frame. Use the chart to
evaluate traffic trends over time.

The following image shows the Events Trend panel:

Use the panel to identify event traffic peaks, and identify time periods that might require further attention.
You can click the chart to display the related events for the chart.

You can use the Dashboard filter on this panel, for example to focus on specific problems. Use the filter to
identify processing traffic issues by selecting to see events of a specific type or status.

The panel displays data in periods of a day.

File Processing Success Rate

The File Processing Success Rate panel displays the percentage of successful events during the selected
time frame.

The following image shows the File Processing Success Rate panel:

You can use the panel to confirm that files processed successfully, or identify files that might require further
attention. You can click the graph to display the error events for the selected time period.

12 Chapter 2: Dashboard
 Note: Any event status that is final and not assigned an error status is considered a success.

You can click the graph to display the error events for the selected time period.

The panel is color coded. When the percentage of successful events falls below thresholds set by the B2B
Data Exchange organization administrator, the panel changes to yellow, and then to red.

You can use the Dashboard filter on this panel.

Note: The Event Status filter does not apply to this panel.

SLA Warnings
The SLA Warnings panel displays information about service level agreement (SLA) warnings. The panel
shows the three SLA rules with the largest number of warnings in the selected time frame. Use the panel to
identify deviations from SLA requirements that need further attention.

The following image shows the SLA Warnings panel:

The following list describes the SLA Warnings panel elements:

SLA Rule Name

The name of the SLA rule appears at the top of each section. The parenthesis () contains the SLA rule
condition and threshold value.

Number of warnings

The total number of SLA warnings related to the specific SLA during the selected time period. If there are
more than 50 warnings, 50+ is displayed.

Time Detected
The time that the warning was detected by the system.

Value

The actual value for the warning. For example, if you define a rule that event processing must not exceed
30 seconds and the actual processing time is 45 seconds, the Value column shows the total processing
time as 45 seconds.

Note: The Event Type and Event Status filters do not apply to this panel.

Dashboard Panels 13
Filter the Dashboard
You can use a filter to narrow the data for the Dashboard and provide a more focused Dashboard. Once you
apply a filter, the Dashboard updates all the charts to which the filters apply.

1. In the Filter pane, you can apply one or more filters to the event data used to produce the Dashboard.
The following image shows the Dashboard filter:

For example, to search for events in a specific time frame relevant to an event status, select the time
frame and event status.
2. To filter for a specific time frame, select the time frame in the Time field. To search for a custom time,
select Custom time frame. Click in the field that displays the date.
The Custom time frame selector is displayed. The following image shows the Custom time frame
selector:

Select the start time and date and end time and date. If you select a non-valid period, the time frame
setting reverts to the previous setting.
3. Click Apply Filters.
The Dashboard page displays the updated charts.
4. After you apply a filter, to return to the system default click Clear All.

14 Chapter 2: Dashboard
Dashboard Filter Properties
You can apply a filter to the dashboard to focus on a specific time period, event type, event status, or
account, or any combination of these.

The following table describes the properties that you can use to filter events:

Filter Description

Account Related account for the events. You can also choose all accounts.

Event Status of the event. You can choose one of the following options:
Status - All
- All Error Statuses
- All Event Statuses
- All Final Statuses
- Complete
- Critical
- Delayed
- Error
- New
- Pending
- Pre-Processing (only relevant to Data Integration Hub)
- Processing (only relevant to Data Integration Hub)
- Rejected
- Reprocessed
- Successfully Completed
- Transferring
- Warning
Note: The Event Status property might display other customized options that the B2B Data Exchange
organization administrator created to address specific tracking needs.
Note: Some Event Status options are only relevant to Data Integration Hub and are not used by B2B Data
Exchange.

Dashboard Filter Properties 15

 Filter Description

Event Type Type of the event. You can choose one of the following options:
- Aggregated Subscription (only relevant to Data Integration Hub)
- All
- All Event Type
- Compound Subscription (only relevant to Data Integration Hub)
- Custom Event
- File Event
- File Level Event
- Functional Subscription (only relevant to B2B Data Integration Hub)
- Group Level Event
- Publication (only relevant to Data Integration Hub)
- Segment Level Event
- Subscription (only relevant to Data Integration Hub)
- System Event
Note: The Event Type property might display other customized options that the B2B Data Exchange
organization administrator created to address specific tracking needs.
Note: Some Event Type options are only relevant to Data Integration Hub and are not used by B2B Data
Exchange.

Time Time period during which the event were created. You can choose one of the following options:
- All
- Custom Time Frame
- Last hour
- Last two hours
- Last 24 hours
- Last 7 days
- Last 30 days
- Today
- Yesterday

Message Processing Event Types and Statuses

B2B Data Exchange provides a set of default B2B Data Exchange event types and event statuses for message
processing events.

Default Event Types

When B2B Data Exchange processes messages, it assigns the following event types to message processing
events:

• Custom Event. Indicates a predefined custom event.

• File Level Event. Indicates an event generated at the start of the processing. This is the parent event for all
other events generated during the course of processing the document.
• Group Level Event. Indicates an event associated with groups included in a document.
• Segment Level Event. Indicates an event associated with segments included in a document.
• System Event. Indicates an event generated by the B2B Data Exchange server for system notifications.
• Transaction Level Event. Indicates an event associated with transactions included in a document.

Default Event Statuses

For message processing events, B2B Data Exchange assigns the following event statuses:

• Complete. Assigned when the event completes processing. Child events might, however, still be
processing. Message reconciliation can be completed later.

16 Chapter 2: Dashboard
• Pending. Assigned while the event waits to be processed. The event is assigned this status from the
moment it is created until the status changes.
• Error. Assigned when the event processing produces an error.
• Critical. Assigned when the event processing produces a critical error.
• Reprocessed. Assigned when the event is processed again.
• Warning. Can be assigned when the event processing produces specific problematic states.
• New. This event type is not currently used.
• Rejected. Assigned when the message was rejected.
• Transferring. Assigned while the message is transferred from B2B Data Exchange to an outbound
endpoint. After the transfer is finished, B2B Data Exchange changes the event type to Complete or Error
depending on the result.
• Delayed. Assigned if message processing is delayed due to processing rules, if message processing waits
for a processing rule to release the message, or if message processing waits for a manual release.
• Discarded. Assigned when the event is delayed and then discarded due to a processing rule, or discarded
manually.

Aggregated Statuses
An Aggregated status indicates the overall state of message processing. When an event has child events, for
example when a file contains several transactions, the aggregated status indicates the status of all the child
events. B2B Data Exchange assigns the following aggregated statuses:

• Delayed: Assigned if message processing is delayed due to processing rules, or if message processing
waits for a processing rule to release the message, or if message processing waits to be manually
released.
• Error: Assigned when the event processing produces an error.
• Final: Assigned when the event processing finalizes.
• In Process: Assigned while the event is processing.

Dashboard Filter Properties 17

Chapter 3

Monitoring Events
This chapter includes the following topics:

• Monitoring Events Overview, 18

• Monitoring Events Properties, 19
• Details Panel, 22
• Refreshing the Events, 25
• Filter the Events, 26

Monitoring Events Overview

B2B Data Exchange generates events as it processes file, and it changes the status of the events as they go
through the transformation process. The Monitoring Events tab provides detailed information for every
document that the system processes in a given time frame. You can search for events related to specific
issues. You can also select a specific event to view further details.

The following image shows the Events List:

To sort the events, click the title of the column which you want to sort. If you click again, the events are
displayed in reverse order. A third click returns to the default view.

To view more details, click the event. When you select an event, the Details panel displays additional data for
that event.

18
 To track a set of events, filter the Monitoring Events. For example, select a time frame, account, event type, or
event status to filter events in the Events List.

Up to 5000 events can be displayed in the Monitoring Event tab. The B2B Data Exchange Organization
administrator can configure the number of events to be displayed.

Monitoring Events Properties

The Monitoring Events tab contains a list of events and their properties based on information that the
Partners Portal collects from the run-time repository.

The following table describes the event properties displayed in the Monitoring Event list:

Properties Description

Account Name or identifier of the related account. An account generally represents a department or
function in the partner company.

Aggregated Indicates the overall state of message processing. When an event has child events, for example
Status when a file contains several transactions, the aggregated status indicates the status of all the
child events. The Aggregated Status property has the following status options and icons:
- Delayed: Assigned when child events have a Delayed status. This occurs if the processing for
child messages is delayed due to processing rules, or if the processing for child messages
waits for a processing rule to release the message, or if the processing for child messages
waits to be manually released.
- Error: Assigned when the child events have an error status. This happens when child event
processing produces an error.
- Final: Assigned when the child events have a Final status after processing finalizes.
- In Process: Assigned while the child events have a Pending status, as the child events are still
processing.

Event ID Unique identifier for the event. An event status icon is displayed next to the Event ID. For an
explanation of the icons, see “Aggregated Status Icons” on page 20 and “Event Status Icons” on page
21 .

Event Status Status of the event. The Event Status property has the following status options and icons:
- Complete
- Critical
- Delayed
- Discarded
- Error
- New
- Pending
- Pre-Processing (only relevant to Data Integration Hub)
- Processing (only relevant to Data Integration Hub)
- Rejected
- Reprocessed
- Transferring
- Warning
For more information about Event Status properties, see “Message Processing Event Types and
Statuses” on page 16.
Note: The Event Status property might display other customized options that the B2B Data
Exchange organization administrator created to address specific tracking needs.
Note: Some Event Status options are only relevant to Data Integration Hub and are not used by
B2B Data Exchange.

Monitoring Events Properties 19

 Properties Description

Event Type Type of the event. The Event Type property has the following type options:
- Aggregated Subscription (only relevant to B2B Data Integration Hub)
- Compound Subscription (only relevant to B2B Data Integration Hub)
- Custom Event
- File Event (only relevant to Data Integration Hub)
- File Level Event
- Functional Subscription (only relevant to B2B Data Integration Hub)
- Group Level Event
- Publication (only relevant to Data Integration Hub)
- Segment Level Event
- System Event
- Subscription (only relevant to Data Integration Hub)
For more information about Event Type properties, see “Message Processing Event Types and
Statuses” on page 16.
Note: The Event Type property might display other customized options that the B2B Data
Exchange organization administrator created to address specific tracking needs.
Note: Some Event Type options are only relevant to Data Integration Hub and are not used by B2B
Data Exchange.

Reconciliation Status of a reconciliation associated with the message processing. An example of a reconciliation
Status is when the organization sends a file containing transactions such as payments or orders that
requires partner acknowledgment. When the organization sends the file to the partner, B2B Data
Exchange initiates a reconciliation process. When the organization receives acknowledgment from
the partner, for example for the payment or order, B2B Data Exchange completes the
reconciliation.
When a reconciliation is initiated for an event, it sets a limit to the amount of time that the
reconciliation can take to complete. The reconciliation status of an event indicates whether the
B2B Data Exchange completed the reconciliation within the time limit.

Start Time The time the event started.

Aggregated Status Icons

Each event in the Event List displays a status icon.

The following table shows the Aggregated Status icons:

Properties Icon

Delayed

Error

Final

In Process

20 Chapter 3: Monitoring Events

Event Status Icons
Each event in the Event List displays a status icon.

The following table shows the Event Status icons:

Properties Icon

Complete

Critical

Delayed

Discarded

Error

New

Pending

Pre-Processing

Processing

Rejected

Reprocessed

Transferring

Warning

Custom properties are assigned one of four icons

.

Monitoring Events Properties 21

Details Panel
When you click an event in the Monitoring List tab, the Details panel shows further details for the selected
event. The Details panel contain tabs in which you can review different event properties based on information
that B2B Data Exchange collects for an event.

The following image shows the Details panel:

Note: When you open the Details panel the event data is refreshed, so the Details panel might present a more
recent status then the Monitoring Events display.

The Details panel has the following tabs:

Event Details

Displays basic event details and related event logs.

Event Attributes

Event Attributes are used to specify or collect additional event information at run time.

Event Hierarchy

Displays the event, the parent event, and any related child events when an event has child events, for
example when a file contains several transactions.

Event Details Properties

The Events Details tab contains general event properties based on information that B2B Data Exchange
collects for an event.

The following image shows the Events Detail tab:

The following table describes the Events Details properties:

Panel Description

Duration The length of time between the creation of the event and when the event was assigned a final status. If
the event was not yet assigned a final status, the field is empty.

End Time The time the event ended.

Event ID Unique identifier for the event.

22 Chapter 3: Monitoring Events

 Panel Description

Event Status Status of the event. The Event Status property has the following status options:
- Complete
- Critical
- Delayed
- Discarded
- Error
- New
- Pending
- Pre-Processing (only relevant to B2B Data Integration Hub)
- Processing (only relevant to B2B Data Integration Hub)
- Rejected
- Reprocessed
- Transferring
- Warning
For more information about Event Status properties, see “Message Processing Event Types and
Statuses” on page 16.
Note: The Event Status property might display other customized options that the B2B Data Exchange
organization administrator created to address specific tracking needs.
Note: Some Event Status options are only relevant to B2B Data Integration Hub and are not used by
B2B Data Exchange.

Event Type Type of the event. The Event Type property has the following type options:
- Aggregated Subscription (only relevant to B2B Data Integration Hub)
- Compound Subscription (only relevant to B2B Data Integration Hub)
- Custom Event
- File Event (only relevant to Data Integration Hub)
- File Level Event
- Functional Subscription (only relevant to B2B Data Integration Hub)
- Group Level Event
- Publication (only relevant to Data Integration Hub)
- Segment Level Event
- System Event
- Subscription (only relevant to Data Integration Hub)
For more information about Event Type properties, see “Message Processing Event Types and
Statuses” on page 16.
Note: The Event Type property might display other customized options that the B2B Data Exchange
organization administrator created to address specific tracking needs.
Note: Some Event Type options are only relevant to Data Integration Hub and are not used by B2B Data
Exchange.

Profile Profile name associated with the document processing workflow. A profile defines how to process a
document for a partner or an account.

Start Time The time the event started.

Subject Attribute that is commonly used to describe important processing information.

The following table describes the Event Logs properties:

Panel Description

Date When the event log was created.

Description Description of the log. If you click the description, a Log tab displays with the log content.

Details Panel 23
 Panel Description

Doc Size Size of the document in KB. You can click the link to access the log document. To view the input and
output file of an event, you must enable the download input and output file of an event priviledge.

Doc Type Format of the document, for example text or HTML .

Log Type Type of event log associated with the event. The property has the following options:
- Input
- Intermediate
- Output

Logs are displayed in chronological order according to the date that they were created.

Event Attributes Properties

The Event Attributes tab contains different attribute properties based on information that B2B Data Exchange
collects during event processing.

The following image shows the Event Attributes tab:

The following table describes the Event Attributes properties:

Panel Description

Attribute Key The attribute name or identifier.

Attribute Value Value of the attribute.

Event Hierarchy Properties

The Event Hierarchy tab shows the parent event and child events associated with an event, and the properties
for each associated event.

The following image shows the Event Hierarchy tab:

24 Chapter 3: Monitoring Events

 The Event Hierarchy tab shows the same event properties that are displayed in the Monitoring Events tab. To
see further details of a child event, click any child event row. Up to 100 child events are displayed. The B2B
Data Exchange organization administrator can configure the number of child events displayed in the Event
Hierarchy tab.

Refreshing the Events

To view the latest events, you can refresh events in the Monitoring Events tab.

u
To refresh the events in the Monitoring Events tab, click the refresh icon .
The events list is updated with the latest events.

Refreshing the Events 25

Filter the Events
You can use a filter to narrow the focus of the Monitoring Events tab. Once you apply a filter, the Partners
Portal updates the events list.

1. In the Filter pane, you can apply one or more filters to the events list.
The following image shows the Monitoring Events filter:

2. To search for specific text in the event, in the Find field, enter the search string as free text. In the drop-
down list, select whether the free text applies to a search for an Event ID, subject, or profile name
associated with the event.
The following image shows the Find drop-down list:

26 Chapter 3: Monitoring Events

 For example, to search per Event ID, type a number into the Find field. A search per Event ID is the
default selection. The search mechanism is not case sensitive. For a profile name and subject search,
events are matched if the search text is a substring of the text. For an Event ID search, the Event ID must
be an exact match. For example, if you search for 109, the search does not retrieve 1090. A subject
search might take more time than other searches.
3. To search for specific time frame, select the time frame in the Time field. To search for a custom time,
select Custom time frame. Click in the field that displays the date.
The Custom time frame selector is displayed. The following image shows the Custom time frame
selector:

Select the start time and date and end time and date. If you select a From Date that is later than the To
Date, the time frame setting reverts to the previous setting.
4. To search and show child events, select the Show child events check box.
5. You can apply one or more filters to the event. For example, to search for specific events, you can filter
according to time frame, event status, and account.
6. To perform the search, click Apply Filters.
The Monitoring Events tab displays the list of events that match the search criteria.
7. To clear your filter selections, click Clear All.
The Monitoring Events tab displays all the events in the last 24 hours.

Filter the Events 27

 Monitoring Events Filter Properties
You can apply a filter to the events list to focus on a specific time period, event type, event status,
aggregated status, reconciliation status, or account, or any combination of these.

The following table describes the properties that you can use to filter the Monitoring Events tab:

Filter Description

Accounts Related account for the events.

Aggregated Indicates the overall state of message processing. When an event has child events, for example
Status when a file contains several transactions, the aggregated status indicates the status of all the
child events. The Aggregated Status property has the following status options and icons:
- Delayed: Assigned when child events have a Delayed status. This occurs if the processing for
child messages is delayed due to processing rules, or if the processing for child messages
waits for a processing rule to release the message, or if the processing for child messages
waits to be manually released.
- Error: Assigned when the child events have an error status. This happens when child event
processing produces an error.
- Final: Assigned when the child events have a Final status after processing finalizes.
- In Process: Assigned while the child events have a Pending status, as the child events are still
processing.
You can also select the following options:
- All Aggregated Statuses: Show all events with an aggregated status.
- None: Shows all events that do not have an aggregated status.

Event ID Unique identifier for the event.

Event Status Status of the event. The Event Status property has the following status options:
- All Event Statuses
- All Error Statuses
- All Final Statuses
- Complete
- Critical
- Delayed
- Discarded
- Error
- New
- Pending
- Pre-Processing (only relevant to B2B Data Integration Hub)
- Processing (only relevant to B2B Data Integration Hub)
- Rejected
- Reprocessed
- Successfully Completed
- Transferring
- Warning
Note: The Event Status property might display other customized options that the B2B Data
Exchange organization administrator created to address specific tracking needs.
Note: Some Event Status options are only relevant to B2B Data Integration Hub and are not used
by B2B Data Exchange.

28 Chapter 3: Monitoring Events

Filter Description

Event Type Type of the event. The Event Type property has the following type options:
- Aggregated Subscription (only relevant to B2B Data Integration Hub)
- All
- Compound Subscription (only relevant to B2B Data Integration Hub)
- Custom Event
- File Event (only relevant to B2B Data Integration Hub)
- File Level Event
- Functional Subscription (only relevant to B2B Data Integration Hub)
- Group Level Event
- Publication (only relevant to B2B Data Integration Hub)
- Segment Level Event
- System Event
- Subscription (only relevant to B2B Data Integration Hub)
Note: The Event Type property might display other customized options that the B2B Data
Exchange organization administrator created to address specific tracking needs.
Note: Some Event Type options are only relevant to B2B Data Integration Hub and are not used by
B2B Data Exchange.

Profile Profile name associated with the document processing workflow. A profile defines how to
process a document for a partner or an account.

Reconciliation Status of a reconciliation associated with processing the message. You can choose one of the
Status following options:
- After Timeout
- All Reconciliation Statuses
- Complete
- None
- Pending
- Timeout

Show child event An event can be associated with one or more related sub-events. If selected, child events are
also displayed in the Monitoring Events list.

Subject Attribute that is commonly used to describe important processing information.

Time Time period during which the event were created. You can choose one of the following options:
- All
- Custom Time Frame
- Last hour
- Last two hours
- Last 24 hours
- Last 7 days
- Last 30 days
- Today
- Yesterday

Filter the Events 29

Chapter 4

On-boarding
This chapter includes the following topics:

• On-boarding Overview, 30
• Message Profiles, 31
• Message Profile Properties, 31
• Refreshing the Message Profiles, 32
• Endpoints, 32
• Endpoint Properties, 32
• Performing On-boarding, 33

On-boarding Overview
On-boarding is the process by which a partner configures their document communications with the B2B Data
Exchange organization, which allows partners to send and receive messages with B2B Data Exchange.

Partners can use the Partners Portal to configure their settings for B2B Data Exchange. Partners can view
and update their B2B Data Exchange message profiles. If communication with the organization is done with
FTP or FTPS, partners can view the organization configuration settings and configure their FTP software in
accordance with the organization configuration.

Partner on-boarding is implemented with a message-profile wizard accessed in the Message Profile tab. The
message-profile wizard contains the message profile and workflow parameter settings that complete the on-
boarding process.

When you update the message profile, B2B Data Exchange sends the changes to the organization operator
for approval. The Message Profile tab shows the approval status in the Progress Status column of the tab.
The changes do not take effect until the organization operator approves them.

Partners can use the Endpoint form accessed in the Endpoint tab to view information about communication
endpoints with the organization. The Endpoint form provides details regarding the selected endpoint. For an
FTP or FTPs endpoint hosted at the B2B Data Exchange organization, use the Endpoint form to change the
FTP\FTPs password for the endpoint.

30
Message Profiles
The B2B Data Exchange organization administrator assigns message profiles to a partner. A message profile
defines how to process a document for a partner to meet the specific needs of the partner. The profile
associates a partner with a workflow that defines document processing and relevant requirements. You can
use the Message Profiles tab to view and edit your message profile settings for B2B Data Exchange.

The following image shows the Message Profiles tab:

The Message Profiles tab shows profiles in alphabetical order. To sort the profiles, click the title of the
column that you want to sort.

To edit profile settings and perform on-boarding, click the profile to open the Message Profile wizard.

Message Profile Properties

The Message Profile tab contains properties based on the message profile settings and status.

The following table describes the Message Profile properties:

Panel Description

Account Name or identifier of the related account. An account generally represents a department or
function in the partner company.

Enabled Specifies whether the message profile is enabled or disabled.

Last Updated The time that the message profile was updated.

Message Profile Name or identifier of the message profile. A message profile determines the B2B Data Exchange
communications workflow with the organization.

Notification Comment that the B2B Data Exchange administrator provided when approving or rejecting changes
to the message profile.

Progress Status When you submit updates to the message profile settings with the wizard, B2B Data Exchange
sends the changes to the organization operator for approval. The Progress Status property displays
the approval status. Changes do not take effect until the organization operator approves them. You
can save the changes without submitting changes for approval.
The Progress Status property has the following status options:
- New: The operator created a message profile, and the portal user has not edited the profile.
- In Progress: The portal user is editing the profile but did not submit the changes, or the changes
were submitted but rejected by the B2B Data Exchange operator.
- Waiting for Approval: The portal user edited the profile and submitted the changes, but the
operator did not yet approve the changes.
- Approved: The operator approved the changes to the profile.

Message Profiles 31
 The Message Profile tab displays profiles in chronological order according to the date that they were created
or updated.

Refreshing the Message Profiles

To view the latest profiles, you can refresh profiles in the Message Profiles tab.

u
To refresh the profiles in the Message Profiles, click the refresh icon .
The profiles list is updated with the latest profiles.

Endpoints
Endpoints are points of entry or exit for documents in B2B Data Exchange. Endpoints specify how and where
B2B Data Exchange sends and receives documents. The B2B Data Exchange organization operator defines
endpoints and assigns an endpoint to one or more message profiles. The partner can edit endpoint
definitions with the endpoint form as part of the on-boarding process.

The following image shows the Endpoint list:

To edit endpoint settings and perform on-boarding, click the endpoint to open the on-boarding form.

Endpoint Properties
The Endpoint tab contains properties based on the communication settings and status.

The following table describes the Endpoint properties:

Panel Description

Enabled Specifies whether the message profile is enabled or disabled.

Endpoint Name Name or identifier of the endpoint.

Message Profile Name or identifier of the associated message profile. An endpoint can be associated with several
message profiles.

Type The endpoint type specifies the communication protocol between B2B Data Exchange and the
partner.

32 Chapter 4: On-boarding
Performing On-boarding
Use the on-boarding process to enable or disable a message profile and configure additional parameters.
After you update message profile settings, B2B Data Exchange sends the updates to the organization
operator for approval.

Note: The Partners Portal displays the Dashboard, Events, Message Profiles, and Endpoint tabs according to
the permissions assigned to the Partners Portal user, so you might not see all the tabs.

To complete on-boarding, perform the following steps:

1. In the Message Profile tab, use the Message Profile wizard to enable a message profile and configure
parameters.
2. In the Endpoints tab, use the Endpoints form to view endpoint settings and configure your system
accordingly. For FTP or FTPs endpoints hosted by the organization, you can set the endpoint password.

Step 1. Edit the Message Profile

Use the message profile wizard to enable or disable a message profile and configure additional parameters.
After updating the settings, B2B Data Exchange sends the updates to the organization operator for approval.

1. To open the message profile wizard, in the Message Profile tab, select and click a message profile.
The message profile wizard appears.
2. In the General tab of the message profile wizard, you can view the message profile name and
description. Perform the following steps:
a. Select an account from the account list.
Note: The B2B Data Exchange Operator might have already selected an account.
b. To enable the message profile, select Enable Message Profile.
c. To disable the message profile, clear Enable Message Profile.
3. Click Next.
4. In the Additional Parameters tab of the on-boarding wizard, you can edit custom parameters that the
organization operator associated with the message profile. You can edit the parameters to customize
message processing to meet your communication needs.
Note: You cannot update the message profile if you do not assign values to parameters that are
mandatory.
5. To return to the General tab, click Back.
6. To exit the wizard without updating the message profile settings, click Cancel.
7. To save the message profile settings as a draft version without submitting changes for approval, click
Save.
8. To save changes and update the message profile settings, click Finish.
When you update the message profile settings with the wizard, B2B Data Exchange sends the changes to
the organization operator for approval. The changes do not take effect until the organization operator
approves them. The Message Profile tab shows the approval status in the Progress Status column of
the tab.
Note: To view B2B Data Exchange Operator comments related to a Message Profile, click the
Notification icon in the Message Profile tab grid.

Performing On-boarding 33
 Step 2. Edit the Endpoint
Use the Endpoint form to view communication settings. For FTP and FTPs endpoints, you can use the form to
define the password for endpoint access if the server is located at the B2B Data Exchange organization and
you have change password editing privileges. This ensures that the password with which you configure your
FTP or FTPS setup for communication with the organization is the same as the one defined at the
organization. The endpoint password cannot be edited for an FTP or FTPs endpoint with LDAP
authentication.

1. To open the Endpoint form, in the Endpoint tab, select and click an endpoint.
The Endpoint form appears. You can view the endpoint name, type, description, file name pattern, and
whether the endpoint is enabled. You can view the Connectivity Guide if it had been previously uploaded.
2. You can specify the password for the endpoint communications if the endpoint type is FTP or FTPS. To
select a password, click Change Password, and then type the password.
The Change Password button is not displayed for other endpoints. If you do not have change password
editing privileges, the Change Password is disabled.
Note: When you create a password, it must be in accordance with the password policy created by the
B2B Data Exchange organization.
3. In the File Selection Pattern section, you can view file name patterns and regular expressions that are
used to select the files that the endpoint routes.
When the system receives a document that matches the file name pattern or regular expression, it
processes the document through the endpoint. The file name pattern can use variables such as ($xxx)
and the asterisk (*) wildcard in the file name pattern. For example, the pattern ($filename).in
processes the files with the .in extension. The regular expression can contain pattern matching strings
and the wildcard, according to the regular expression standards.
4. Click Close.

34 Chapter 4: On-boarding
Chapter 5

File Exchange
This chapter includes the following topics:

• File Exchange Overview, 35

• File Exchange Properties, 35
• Uploading a File, 37
• Downloading a File, 37
• Deleting Files from File Exchange, 37
• Refreshing the File Exchange, 38

File Exchange Overview

Partners can use the Partners Portal to securely upload and download files for B2B Data Exchange.

You can easily exchange data files, without the need to set up file transfer software on the IT infrastructure.
You can view a report of the uploaded files and their processing status, including a link to the corresponding
B2B Data Exchange Event. You can also download and delete files sent to you by B2B Data Exchange.

File Exchange Properties

The following image shows the File Exchange tab Upload Directory:

35
 The following table describes the properties of files in the File Exchange Upload Directory:

Panel Description

Name File name

Size File size

Uploaded On Date and time the file was uploaded to the portal

Uploaded By Name of user who uploaded the file

Status Status of the file upload. The following statuses are supported:
- Complete
- Processing
- Pending Processing
- Uploading Error
- Error

When the status is Complete, Processing, or Error you can click the status to view details of the related
upload event.

The following image shows the File Exchange tab Download Directory:

Figure 1.

The following table describes the properties of files in the File Exchange Download Directory:

Panel Description

Name File name

Size File size

Date Modified Date and time the file was modified

Note: File exchange endpoints must be configured and enabled for the partner. If not, no files will be available
and the message " No File Exchange Endpoints are configured for your partner. " will be displayed in the files
report pane.

36 Chapter 5: File Exchange

Uploading a File
You can upload your files to the B2B Data Exchange.

Note: The following restrictions apply to the file upload:

• The file name must match the pattern defined for the endpoint associated with the account. If the name
does not match the pattern, it will not be processed and the status will remain Pending Processing.
• The file size must not exceed the limit defined in system property dx.portal.upload.size.limit.mb. If the file
exceeds that size, it will not be uploaded.
• The file types listed in system property dx.portal.block.upload.file.extensions cannot be uploaded. If the
file is one of those types, it will not be uploaded.

To upload your files:

1. Select your Account and Upload Directory in the directory tree from the left pane.

2. To drag files to upload, drag a file or multiple files from your file explorer to the Drag & Drop to Upload
area.
The file will be added to the file list with its current status.
3. To select files to upload:
a. Click Upload to open the file explorer.
b. Select a file or multiple files and click Open.
The files will be added to the file list with its current status.
While files are uploading, the progress is displayed and you can click on the X to abort the upload.

Downloading a File
You can download files from the B2B Data Exchange.

1. Select your Account and Download Directory in the directory tree from the left pane.
2. Select a file or multiple files from a outgoing files list.
3. Click Download
The files are downloaded. If multiple files were selected, they are downloaded in a zip file.

Deleting Files from File Exchange

You can delete files from the B2B Data Exchange Download Directory.

1. Select your Account and Download Directory in the directory tree from the left pane.
2. Select a file or multiple files from a Download Directory file list.
3. Click Delete.

Uploading a File 37
 The following confirmation box appears.

4. Click Delete.
The files are removed from the B2B Data Exchange.

Refreshing the File Exchange

To view the latest Upload Directory or Download Directory files, you can refresh files in the File Exchange tab.

u To refresh the Upload Directory or Download Directory files in the File Exchange, click the refresh icon

.
The files list is updated with the latest files.

38 Chapter 5: File Exchange

Index

B L
B2B Data Exchange Last 24 Hours
definition 7 definition 11

D M
Dashboard message processing
definition 10 event types and statuses 16
Events Trend 12 Message Profile
File Processing Success Rate 12 properties 31, 32
filter 15 Monitoring Events
Last 24 Hours 11 definition 18
panels 10–13 Details panel 22, 24
SLA Warnings 13 display properties 19
Start tab 10 Filter properties 28
Dashboard filter filtering events 28
properties 15
Dashboard panels
definition 11
Details panel
O
Event Attributes tab 24 On-boarding
Event Details tab 22 definition 30
Event Hierarchy tab 24 Message Profile tab 30

E P
Event Attributes tab Partners Portal
properties 24 Dashboard 10, 11
Event Details tab definition 7
properties 22 Endpoint tab 32
Event Hierarchy tab invitation email 8
properties 22, 24 logging in 8
events Message Profile tab 30, 31
message processing 16 Monitoring Events 18
types and statuses 16 On-boarding 30–32
Events Trend reset password 8
definition 12 Start tab 10

F S
File Exchange 35 SLA Warnings
File Processing Success Rate definition 13
definition 12

39