EZConnect HowTo

1

EZConnect

How To

2850 E. 29th Street, Long Beach,

California, 90806, USA

800.347.3638

www.acom.com

Introduction

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EZCONNECT ................................................................................................................................................ 1

HOW TO ........................................................................................................................................................ 1

1. INTRODUCTION................................................................................................................................ 5

2. HOW TO MAP .................................................................................................................................... 6

2.1. DATABASE TO XML ..................................................................................................................... 7 2.1.1. Setting up Trading Partner ..................................................................................................... 7 2.1.2. Setting up Database Schema .................................................................................................. 9 2.1.3. Setting up XML Schema .........................................................................................................10 2.1.4. Setting up new Database to XML map ...................................................................................11 2.1.5. Setting up Document for Trading Partner .............................................................................20 2.1.6. Setting up Database to XML process .....................................................................................26

2.2. XML TO DATABASE ....................................................................................................................28 2.2.1. Setting up Trading Partner ....................................................................................................28 2.2.2. Setting up Database Schema .................................................................................................30 2.2.3. Setting up XML Schema .........................................................................................................31 2.2.4. Setting up new XML to Database map ...................................................................................32 2.2.5. Setting up Document for Trading Partner .............................................................................41 2.2.6. Setting up XML to Database process .....................................................................................46

2.3. DATABASE TO EDI ......................................................................................................................49 2.3.1. Setting up Trading Partner ....................................................................................................49 2.3.2. Setting up Database Schema .................................................................................................51 2.3.3. Setting up new Database to EDI map ....................................................................................52 2.3.4. Setting up Document for Trading Partner .............................................................................63 2.3.5. Setting up Database to EDI process ......................................................................................68

2.4. EDI TO DATABASE ......................................................................................................................71 2.4.1. Setting up Trading Partner ....................................................................................................71 2.4.2. Setting up Database Schema .................................................................................................73 2.4.3. Setting up new EDI to Database map ....................................................................................74 2.4.4. Setting up Document for Trading Partner .............................................................................85 2.4.5. Setting up EDI to Database Process ......................................................................................91

2.5. FLAT FILE TO EDI .......................................................................................................................94 2.5.1. Setting up Trading Partner ....................................................................................................94 2.5.2. Setting up Flat File Schema ...................................................................................................96 2.5.3. Setting up new Flat File to EDI map .....................................................................................97 2.5.4. Setting up Document for Trading Partner ...........................................................................106 2.5.5. Setting up Flat File to EDI process .....................................................................................113

2.6. EDI TO FLAT FILE .....................................................................................................................116 2.6.1. Setting up Trading Partner ..................................................................................................116 2.6.2. Setting up Flat File Schema .................................................................................................118 2.6.3. Setting up new EDI to Flat File map ...................................................................................119 2.6.4. Setting up Document for Trading Partner ...........................................................................130 2.6.5. Setting up EDI to Flat File Process .....................................................................................137

2.7. XML TO EDI.............................................................................................................................140 2.7.1. Setting up Trading Partner ..................................................................................................140 2.7.2. Setting up XML Schema .......................................................................................................142 2.7.3. Setting up new XML to EDI map .........................................................................................143 2.7.4. Setting up Document for Trading Partner ...........................................................................153 2.7.5. Setting up XML to EDI Process ...........................................................................................160

2.8. EDI TO XML.............................................................................................................................163 2.8.1. Setting up Trading Partner ..................................................................................................163 2.8.2. Setting up XML Schema .......................................................................................................165 2.8.3. Setting up new EDI to XML map .........................................................................................166 2.8.4. Setting up Document for Trading Partner ...........................................................................176 2.8.5. Setting up EDI to XML Process ...........................................................................................182

Introduction

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2.9. XML TO XML ..........................................................................................................................184 2.9.1. Setting up Trading Partner ..................................................................................................185 2.9.2. Setting up XML Schema .......................................................................................................186 2.9.3. Setting up new XML to XML map ........................................................................................187 2.9.4. Setting up Document for Trading Partner ...........................................................................188 3.9.1. Setting up XML to XML Process..........................................................................................194

2.10. FLAT FILE TO DATABASE ..........................................................................................................197 2.10.1. Setting up Trading Partner .............................................................................................197 2.10.2. Setting up Flat File Schema ............................................................................................198 2.10.3. Setting up new Flat File to Database map ......................................................................199 2.10.4. Setting up Document for Trading Partner ......................................................................211 2.10.5. Setting up Flat File to Database process ........................................................................217

2.11. DATABASE TO FLAT FILE ..........................................................................................................220 2.11.1. Setting up Trading Partner .............................................................................................220 2.11.2. Setting up Database Schema ...........................................................................................221 2.11.3. Setting up Flat File Schema ............................................................................................223 2.11.4. Setting up new Database to Flat File map ......................................................................223 2.11.5. Setting up Document for Trading Partner ......................................................................237 2.11.6. Setting up Database to Flat File process ........................................................................243

2.12. EDI RESPONSE ..........................................................................................................................244 2.12.1. Setting up Trading Partner .............................................................................................245 2.12.2. Setting up new EDI Response map .................................................................................246 2.12.3. Setting up Document for Trading Partner ......................................................................257

3. HOW TO MANAGE SCHEMA ..................................................................................................... 264

3.1. DATABASE ................................................................................................................................264 3.1.1. Adding a Database Schema .................................................................................................264 3.1.2. Editing a Database Schema .................................................................................................265 3.1.3. Deleting a Database Schema ...............................................................................................266 3.1.4. How to create a new Data Source .......................................................................................267

3.2. XML .........................................................................................................................................271 3.2.1. Deleting an XML Schema ....................................................................................................271 3.2.2. Exporting an XML Schema ..................................................................................................272 3.2.3. Importing an XML Schema ..................................................................................................272 3.2.4. Replacing new XML Schema ...............................................................................................273

3.3. FLAT FILE .................................................................................................................................275 3.3.1. Adding a Flat File Schema ..................................................................................................275 3.3.2. Deleting a Flat File Schema ................................................................................................276 3.3.3. Editing a Flat File Schema ..................................................................................................277 3.3.4. Loading IDOCs Lib .............................................................................................................279 3.3.5. Importing a Flat File Schema ..............................................................................................280 3.3.6. Exporting a Flat File Schema ..............................................................................................280 3.3.7. Configuring a Flat File Schema ..........................................................................................280

4. HOW TO MANAGE MAP ............................................................................................................. 282

4.1. EDITING A MAP TYPE ................................................................................................................282 4.2. DELETING A MAP TYPE .............................................................................................................283 4.3. OPENING A MAP TYPE ...............................................................................................................283 4.4. EXPORTING A MAP TYPE ...........................................................................................................284 4.5. IMPORTING A MAP TYPE ...........................................................................................................285

5. HOW TO MANAGE TRADING PARTNER ............................................................................... 286

5.1. ADDING A TRADING PARTNER ..................................................................................................286 5.2. EDITING A TRADING PARTNER ..................................................................................................287 5.3. DELETING A TRADING PARTNER ...............................................................................................288 5.4. IMPORTING A TRADING PARTNER..............................................................................................289

Introduction

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5.5. EXPORTING A TRADING PARTNER .............................................................................................290

6. HOW TO MANAGE DOCUMENT ............................................................................................... 291

6.1. ADDING DOCUMENT .................................................................................................................291 6.2. EDITING DOCUMENT .................................................................................................................293 6.3. DELETING DOCUMENT ..............................................................................................................294 6.4. IMPORTING DOCUMENT.............................................................................................................294 6.5. EXPORTING DOCUMENT ............................................................................................................294

7. HOW TO MANAGE JOB ............................................................................................................... 296

7.1. ADDING A JOB ...........................................................................................................................296 6.1. OPENING A JOB .........................................................................................................................297 6.2. RUNNING A JOB .........................................................................................................................297 6.3. EDITING A JOB ...........................................................................................................................299 6.4. DELETING A JOB ........................................................................................................................300 6.5. CREATE DEPLOYMENT PACKAGE ..............................................................................................301

8. HOW TO MANAGE PROCESS .................................................................................................... 304

8.1. ADDING A PROCESS ...................................................................................................................304 8.2. EDITING A PROCESS ..................................................................................................................305 8.3. RUNNING A PROCESS.................................................................................................................306 8.4. DELETING A PROCESS ...............................................................................................................307 8.5. OPENING LOG FILE....................................................................................................................308 8.6. SHOWING TRACKING .................................................................................................................308 8.7. SETUP AN EXTERNAL PROCESS .................................................................................................309 8.8. SETUP EZCONNECT COMPONENTS ............................................................................................310

9. HOW TO MANAGE USER ACCOUNT ....................................................................................... 312

9.1. VIEWING ALL EXISTING USERS ..................................................................................................312 9.2. CREATING NEW USER ................................................................................................................312 9.3. DELETING A SELECTED USER .....................................................................................................313

10. HOW TO SETUP EMAIL CONFIGURATIONS ........................................................................ 314

11. HOW TO TRACK DOCUMENT................................................................................................... 316

12. HOW TO MANAGE REPORT ...................................................................................................... 318

12.1. VIEW REPORTS ..........................................................................................................................318 12.2. PRINT REPORTS .........................................................................................................................319 12.3. EXPORT REPORTS ......................................................................................................................320

13. HOW TO CREATE GLOBAL FUNCTION ................................................................................. 321

14. HOW TO MANAGE EMAIL TEMPLATE .................................................................................. 322

15. USING THE TOOLBOX ................................................................................................................ 323

Introduction

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1. Introduction This document includes the following topics:

How to Map Using EZConnect

How to Manage Schema

How to Manage Map

How to Manage Trading Partner

How to Manage Document

How to Manage Chart

How to Manage Process

How to Set up Email Configuration

How to Manage User Account

How to Track Documents

How to Manage Reports

How to Create Global Function

How to Manage Email Template

Using Toolbox

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2. How to map

EZConnect now supports visual mapping between source schema and target schema. The

contents of one schema are mapped, or transformed, to another schema. An XML, or Flat File, a

database, or EDI file, can be mapped to a different target XML document, Flat File text

document, EDI file, or database. Thus nodes/elements/attributes in the source schema are

connected to other nodes/elements/attributes in the target schema.

This section will guide you how to map from a source data to target data using EZConnect.

Specifically this section will address the basics of mapping:

Database to XML

XML to Database

Database to EDI

EDI to Database

Flat File to EDI

EDI to Flat File

XML to EDI

EDI to XML

XML to XML

Flat File to Database

Database to Flat File

EDI Response

Back to Top

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2.1. Database to XML

Select this map type when the data to be translated originates from a database and is destined

for an XML file.

This map type allows you visually mapping relational data and XML file based on industry-

standard W3C XQuery technologies. You can execute your newly created Database to XML

mapping to verify that it produces the desired XML data output from your relational data.

Preparation for Mapping Database to XML

It is a requirement that a Database and XML schema should be linked prior mapping.

The following steps must be followed to successfully complete the data mapping process:

(click on each step to see the details)

Step 1: Setting up Trading Partner

Step 2: Setting up Database Schema

Step 3: Setting up XML Schema

Step 4: Setting up new Database to XML map

Step 5: Setting up Document for Trading Partner

Step 6: Setting up Database to XML process

Mapping Database to XML

2.1.1. Setting up Trading Partner

To begin sending and receiving files with a trading partner, you must first create Trading Partner in

EZConnect. To do this, complete the following steps:

1. Click the Trading Partner Manager button on the Toolbar or select Trading Partner >

Trading Partner Manager from Main Menu or click Trading Partner Manager menu item

in the Main Menu Tree.

2. The Trading Partner Manager workspace will be displayed. This is a template for all of the

trading partner information that will be entered.

3. Click Add Trading Partner button on the Trading Partner Manager Toolbar or highlight

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the available Trading Partner and right mouse click on it and then choose Add Trading

Partner in drop down list.

4. The Trading Partner Information window opens.

5. Enter the important Trading Partner Information including Customer Name, Customer

Number.

6. Provide the related EDI information you want to include for the Trading Partner.

7. Click on Save button on Action Menu to continue configuring the settings for the Alert,

Notification and Transmission pull-down menus in the Communication Settings.

8. Enter the contact information you want to include for the Trading Partner in Contacts tab.

9. Enter the notes information you want to include for the Trading Partner in Notes tab.

10. Click on Save button on Action Menu to save the settings.

11. Click on Close to close the Trading Partner Information window and return to Trading Partner

Manager workspace.

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2.1.2. Setting up Database Schema

1. Select Schemas and then choose Database in the Toolbar or go to Schemas > Database on

Main Menu bar or click Database on Schemas section of Main Menu Tree to open

Database Connection workspace.

2. Click Add button on the Toolbar menu or right click on the database connection and choose

Add.

3. The Database Connection Interface opens

4. Fill in the database connection name in Name field.

5. In Connection Information panel, choose the appropriate DB Type. Choices are Microsoft

SQL Server, Generic ODBC (using DSN).

Note: If the required data source was previously created for Generic (ODBC), select

it. If you do not have a data source setup, create new a data source. After completing

the data source setup, the new connection will be displayed in DSN drop down list

(Generic ODBC).

6. Enter the appropriate information associated with the database type you want to establish a

connection with a specific database on a specific server.

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7. Select some desired tables and then click Save in Action menu to save changes.

8. Click Close in Action menu to close the Database Connection window and return to


2.1.3. Setting up XML Schema

1. Select Schemas and then choose XML in the Toolbar or go to Schemas > XML on Main

Menu Bar or click XML on Schemas section of Main Menu Tree to open XML Schemas

workspace.

2. Click Import button on the Toolbar or right mouse click on XML Schemas workspace and

then choose Import.

3. The Import XML Schema window opens.

4. Fill in the schema name in Schema Name field.

5. In Schema file field, browser and choose the appropriate XML schema.

6. Fill in the Note.

7. Click on Save in Action menu to save changes.

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2.1.4. Setting up new Database to XML map

Setup Map

1. Select Map Manager in the Toolbar or go to Map > Map Manager on Main Menu Bar or

click Map Manager on Administrator section of Main Menu Tree to open Map Manager

workspace.

2. From Map Manager workspace, right click on the workspace or available map type and

choose Add or click Add button on the Map Manager Toolbar.

3. The Map Manager - Map Setup Wizard window opens.

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4. In the Choose Map Type panel, select the Database item in Source Type and the XML item

in the Target Type.

5. Click Next. The Setup Map Database to XML Details interface opens.

6. In the Map Information, fill in the Map Name and Notes for this map type.

7. In the Database Information, select the database in DB Connection drop down list and click

on Test button to test connection.

Or

Click the Add New button to add new database connection. Note that this button allows

creating a new database connection but the selected tables haven't yet performed. In order to

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select tables, the user must go to Database Schema to select.

8. In the Schema Information, select a XML schema from the XML Schemas List.

9. Click Finish to save the new map definition and close the Map Manager - Map Setup

Wizard window.

10. Click Cancel to close the interface without creating the new map.

Start Mapping

After successfully added new Database to XML map, you can start mapping by following steps:

1. To open the map:

Double click on the selected map to open.

Or

Right click on the selected map and then choose Open or click Open button on the Map

Manager Toolbar. The Map Editor workspace opens.

2. EZConnect 9 supports Database as the source or target of data mapping. To create Database to

XML mapping, simply drag and drop the appropriate columns from source Database tree to the

XML nodes from target XML tree or vice versa, connecting the data sources to the desired data

output. This feature allows you to quickly create expressions, for example, without writing any

code or introducing typographical errors to the source.

3. One of the great features of Map Editor is the synchronized source code pane allows you to

immediately see the code that EZConnect 9 has composed for you, based on the source target

relationship defined by your drag and drop mapping operations. Similarly, you can edit the

Map Editor code manually. As illustrated below, the Country column in OrdList table drags

and drops to the country node in Purchase Order Schema and the appropriate code is

generated automatically in Code Pane window.

In addition, EZConnect 9 now supports the Toolbox panel in the left hand side of Map Editor.

The Toolbox displays icons for code macro items that you can add to Code Pane window.

Each code macro in Code Pane can be dragged and dropped into Toolbox panel or vice versa.

Each time you return to Map Editor, the Toolbox automatically scrolls to the group and item

most recently selected.

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4. To navigate through the elements/nodes, just click on elements/nodes in the target pane. the

appropriate codes associated with them are generated in the Code Pane.

For example, in the illustrative figure below, the user is clicking on an „Name‟ element in the

Purchase Order Schema, and the appropriate code generation appears in the Code Pane Window.

5. EZConnect 9 also provides tools, Query Builder (illustrated below), that lets you create, edit,

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and testing the SQL statements used to define any relational database tables and views as a

customized XML data source.

The Variable Editor is used to add, remove the defined variable associated with the

selected map.

As illustrated below, the variables are defined globally. We can access them through Code

Pane window with the syntax:

GLOBAL.VariableName

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The Function Editor is used to create definitions of new functions associated with the

selected map. The functions are defined globally and then access them through Code Pane

window with the syntax: GLOBAL.FunctionName

The Local Translation Editor is used to translate the value. The variables are defined

globally and then access them through Source Code Pane window with the syntax:

FUNC.LocalTranslation("Value Name")

The Auto Convert Setting is used to convert the source objects to specific converted

strings. The strings are defined in Auto Convert Setting and drag and drop between source

and target tree view nodes.

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6. Additionally, Map Editor includes a code completion feature – a pop up list of methods and/or

properties available for objects typed into the code pane. The list appears after you enter a

period for the object, signaling method or property selection. Figure below shows the available

list for the DB object.

Tip: Just type as usual in the Code Pane and EZConnect 9 will automatically sense what

the function you are trying to type and provide a drop down box of matching functions and their

method signatures.

7. Furthermore, you can execute your newly created Database to XML mapping to verify that it

produces the desired XML data output from your relational data. To run map, simply click the

Run Map button or press F6. The Input Parameters window opens and then choose the

appropriate Trading Partner and document to start mapping.

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Note: In order to run the map, setting up Trading Partner and Document are required. For

more information, see Adding Trading Partner and Adding Document.

Figures below show the compile options. Any build errors encountered are displayed in the

Output Pane window.

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The XML results are displayed in Check Output Pane window

8. Once you are satisfied with the results, save the map. Database to XML data sources store both

the database connection properties you have specified, as well as the SQL statements and the

codes that you have created.

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2.1.5. Setting up Document for Trading Partner

1. From Trading Partner Manager workspace.

2. Highlight a Trading Partner listed on the Trading Partners workspace.

3. Click on Add Document button on the Trading Partner Manager Toolbar or Right mouse

click on it and then choose Add Document from drop down list commands or select Trading

Partner > Add Document on the Main Menu Bar.

4. The Trading Partner Setup – Document Setup Wizard window is displayed.

5. Choose the Type of Document “Database to XML” by selecting Database item from the

Source Type and XML item from Target Type to add to the Trading Partner and click

Next.

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6. Highlight the map (document) to assign to this Trading Partner and click Next.

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7. In Settings panel, provide basic settings for documents.

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Choose appropriate File Extension dropdown list. Available choices are .txt, .doc, .rtf

and .xml.

Enter File Count number.

Fill in the XML File prefix.

Note: All field noted with “*” are required.

8. In Communication panel, select a communication type for your document.

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9. Review Summary screen contents. Missing required information will be listed in red. Use the

Back button to return to the Document Setup screen and enter any required information. The

Finish button will not activate until the Document Setup Wizard is completed correctly.

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2.1.6. Setting up Database to XML process

1. Open a job to add process.

2. The Job workspace opens. Right-click anywhere in the Process Configuration pane, click

Add Process

3. The Add Process window opens.

4. Fill in the process name in Process Name field.

5. Choose the type of process “Database to XML” by selecting Database item from the Source

Type and XML item from Target Type.

6. Click Save on Action menu to continue process configuration.

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Note: The type selected determines the number of predefined configuration steps that will

be available when the new process is saved. Each Tab provides additional options for further

defining the process being created or modified.

7. Configure the process by clicking on each tab to fill the appropriate information.

8. Click on Save in the Action menu to save the information.

Back to How to Map

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2.2. XML to Database

Select this map type when the data to be translated originates from a XML file that is destined

to a database.

This map type allows you visually mapping between XML file based on industry-standard

W3C XQuery technologies and relational data. You can execute your newly created XML to

Database mapping to verify that it produces the desired rational data output from your XML

file.

Preparation for Mapping XML to Database

It is a requirement that a Database and XML schema should be linked prior mapping.






Step 4: Setting up new XML to Database map


Step 6: Setting up XML to Database process

Mapping XML to Database









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Number.








Manager workspace.

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Add.








(Generic ODBC).





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workspace.


then choose Import.






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2.2.4. Setting up new XML to Database map

Setting up map



workspace.




4. In the Choose Map Type panel, select the XML item in Source Type and the Database item in

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the Target Type.

5. Click Next. The Setup Map XML to Database Details interface opens.

6. In the Map Information, fill in the Map Name, Map ID and Notes for this map type.



on Test button to test connection

Or



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Wizard window.


Start mapping

After successfully added new XML to Database map, you can start mapping by following steps:

1. To open the map:


Or



2. To create XML to Database mapping, simply drag and drop the XML nodes from the source

XML tree to the appropriate columns from the target Database tree or vice versa, connecting

the data sources to the desired data output. This feature allows you to quickly create

expressions, for example, without writing any code or introducing typographical errors to the

source.




Map Editor code manually. As illustrated below, the country node in Purchase Order Schema

drag and drop to the ShipCountry in Ord table and the appropriate code is generated

automatically in Code Pane window.






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4. To navigate through the elements and appropriate codes that associated with them, just click on

elements in the Source Pane.




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selected map.

As illustrated below, the variables are defined globally. We can access them through

Source Code Pane window with the syntax:

GLOBAL.VariableName

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selected map. The functions are defined globally and then access them through Code

Pane window with the syntax: GLOBAL.FunctionName





strings. The strings are defined in Auto Convert Setting and drag and drop between

source and target tree view nodes.

How to map

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list for the FUNC object.

Tip: Just type as usual in the Source Code pane and EZConnect 9 will automatically sense

what the function you are trying to type and provide a drop down box of matching

How to map

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functions and their method signatures.

7. Furthermore, you can execute your newly created XML to Database mapping to verify that it

produces the desired data output from your XML data. To run map, simply click the Run Map

button or press F6. The Input Parameters window opens and then choose the appropriate TP,

document and browser the XML file to start mapping.

Note: In order to run the map, setting up Trading Partner and Document are required.


Output Pane window.

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8. Once you are satisfied with the results, save the map. XML to Database data sources store the

database connection properties you have specified, as well as the SQL statements and the codes

that you have created.

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5. Choose the Type of Document “XML to Database” by selecting XML item from the Source

Type and Database item from Target Type to add to the Trading Partner and click Next.


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7. In Settings panel, provide basic settings for documents

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Choose appropriate Cust Number XPath and Doc Type XPath by selecting the node to

fill in the Cust Number XPath and Doc Type XPath textbox

Fill in the Document Type Value.

Fill in the XML File prefix and set the file count in the File Count scroll control.

Note: All field noted with “*” are required.

8. Configure for Functional Acknowledgement.

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Choose path for placing the file of Functional Acknowledgement on server or client

machine.

In the Select doc to run, select a DB2XML map for Functional Acknowledgement.

9. In Communication panel, select a communication type for your document

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2.2.6. Setting up XML to Database process

1. Open the job to add process


Add Process.


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5. Choose the type of process “XML to Database” by selecting XML item from the Source

Type and Database item from Target Type.

6. Click Save on Action menu to continue process configuration. <Show Figure>

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Back to How to Map

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2.3. Database to EDI


an EDI formatted document.

This map type allows you visually mapping rational data and EDI file. You can execute your

newly created Database to EDI mapping to verify that it produces the desired EDI data output

from your rational data.

You can obtain information about an EDI format, from its associated document called

the implementation guideline. The implementation guideline is probably the only

document that you would ever need for obtaining instructions about how to process EDI

files of your trading partner. Before EDI files are exchanged, trading partners have to

agree on the EDI format and mapping. These rules and instructions are entered into the

implementation guideline document. Depending on your trading partner, the

implementation guidelines can come in many formats.

Preparation for Mapping Database to EDI

It is a requirement that a Database schema should be linked prior mapping.





Step 3: Setting up new Database to EDI map


Step 5: Setting up Database to EDI process

Mapping Database to EDI



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5. Enter the important Trading Partner Information including Customer Name, Customer Number.




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11. Click on Close to close the Trading Partner Information window and return to Trading

Partner Manager workspace.






Add.

3. The Database Connection Interface opens.




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Note: If the required data source was previously created for Generic (ODBC),

select it. If you do not have a data source setup, create new a data source. After

completing the data source setup, the new connection will be displayed in DSN

drop down list (Generic ODBC).






2.3.3. Setting up new Database to EDI map

Setup Map



workspace.




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4. In the Choose Map Type panel, select the Database item in Source Type and the EDI item in

the Target Type.

5. Click Next. The Setup Map Database to EDI Details interface opens.

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-OR-




8. In the EDI Information, select a Standard, Version and Message ID from EDI List.


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Wizard window.


Start mapping After successfully added new Database to EDI map, you can start mapping by following steps:

1. To open the map:


Or



2. To create Database to EDI mapping, simply drag and drop the appropriate columns from

source Database tree to the EDI nodes from the target EDI tree or vice versa, connecting the

data sources to the desired data output. This feature allows you to quickly create expressions,

for example, without writing any code or introducing typographical errors to the source.

Note: Typically, not all of the nodes will actually contain data, so the project author must

be sufficiently familiar with the EDI documents being worked on, to locate the relevant

nodes.




Map Editor code manually. As illustrated below, the appropriate code is generated







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4. To navigate through the nodes and appropriate codes that associated with them, just click on

nodes in the source pane.

For example, in the illustrative figure below, the user is clicking on an element 324 „Purchase

Order Number‟ in the Target EDI, and the appropriate code generation appears in the Code Pane

window.

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EZConnect 9 also provides tools, Query Builder (illustrated below), that lets you

create, edit, and testing the SQL statements used to define any relational database

tables and views as a customized XML data source.

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selected map.


Source Code Pane window with the syntax: GLOBAL.VariableName

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For advanced EDI mapping process, EZConnect 9 now supports Linked Elements

means that all the related segments and elements in EDI Tree can be set into relational

conditions. Relational conditions are specified by a condition code and the identity of

the subject elements. In addiction, the Load EDI From File feature allows users

browsing an EDI file (preferred the same document type) within a blank map and

EZConnect 9 will automatically check all the appropriate segments and elements.





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61

Tips Just type as usual in the Source Code pane and EZConnect 9 will automatically sense

what the function you are trying to type and provide a drop down box of matching functions

and their method signatures.

9. Furthermore, you can execute your newly created Database to EDI mapping to verify that it

produces the desired EDI data from your relational data. To run map, simply click the Run

Map button or press F6. The Input Parameters window opens and then choose the

appropriate TP and document to start mapping.

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Figures below show the compile options. Any build errors encountered are displayed in the Output

Pane window.

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63

10. Once you are satisfied with the results, save the map. Database to EDI data sources store both










5. Choose the Type of Document “Database to EDI” by selecting Database item from the

Source Type and EDI item from Target Type to add to the Trading Partner and click Next.

How to map

64


How to map

65


How to map

66

Fill in the appropriate EDI information in Envelop Information and GS Information

panel.

Configure advanced EDI settings including Delimiters and ST Setup.

Note: all field noted with “*” are required.


How to map

67




How to map

68

2.3.5. Setting up Database to EDI process



Add Process.


How to map

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5. Choose the type of process “Database to EDI” by selecting Database item from the Source

Type and EDI item from Target Type.


How to map

70






Back to How to Map

How to map

71

2.4. EDI to Database

Select this map type when the data to be translated originates from an EDI formatted

document and is destined to a database.

This map type allows you visually mapping between EDI file and rational data. You can

execute your newly created EDI to Database mapping to verify that it produces the desired

rational data output from your EDI data file.








Preparation for Mapping EDI to Database

It is a requirement that a Database schema should be linked prior mapping.





Step 3: Setting up new EDI to Database map


Step 5: Setting up EDI to Database process

Mapping EDI to Database




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Trading Partner Manager from Main Menu or click Trading Partner Manager menu

item in the Main Menu Tree.

2. The Trading Partner Manager workspace will be displayed. This is a template for all of

the trading partner information that will be entered.

3. Click Add Trading Partner button on the Trading Partner Manager Toolbar or

highlight the available Trading Partner and right mouse click on it and then choose Add

Trading Partner in drop down list.



Number.





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1. Select Schemas and then choose Database in the Toolbar or go to Schemas > Database

on Main Menu bar or click Database on Schemas section of Main Menu Tree to open


2. Click Add button on the Toolbar menu or right click on the database connection and

choose Add.



5. In Connection Information panel, choose the appropriate DB Type. Choices are

Microsoft SQL Server, Generic ODBC (using DSN).

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(Generic ODBC).






2.4.3. Setting up new EDI to Database map

Setting up Map



workspace.




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4. In the Choose Map Type panel, select the EDI item in Source Type and the Database item in

the Target Type.

5. Click Next. The Setup Map EDI to Database Details interface opens

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Or





How to map

77

Wizard window.


Start mapping After successfully added new EDI to Database map, you can start mapping by following steps.

1. To open the map:


Or



Note: The Database tree won't list nodes if the project author doesn't choose the tables

when setting up the Database Scheme

2. To create EDI to Database mapping, simply drag and drop the EDI nodes from the source EDI

tree to the appropriate columns from target Database tree or vice versa, connecting the data

sources to the desired data output. This feature allows you to quickly create expressions, for

example, without writing any code or introducing typographical errors to the source.

Note: Typically, not all of the nodes will actually contain data, so the project author

must be sufficiently familiar with the EDI documents being worked on, to locate the

relevant nodes.











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For example, in the illustrative figure below, the user is clicking on an element 330

„Quantity Ordered' in the Source EDI, and the appropriate code generation appears in

the Code Pane window.

How to map

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How to map

80


selected map.

As illustrated above, the variables are defined globally. We can access them through Code

Pane window with the syntax: GLOBAL.VariableName

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The Local Translation Editor is used to translate the value.


Source Code Pane window with the syntax: FUNC.LocalTranslation("Value Name")

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For advanced EDI mapping process, EZConnect 9 now supports Linked Elements means

that all the related segments and elements in EDI Tree can be set into relational conditions.

Relational conditions are specified by a condition code and the identity of the subject

elements. In addiction, the Load EDI From File feature allows users browsing an EDI file

(preferred the same document type) within a blank map and EZConnect 9 will

How to map

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automatically check all the appropriate segments and elements.







How to map

84


7. Furthermore, you can execute your newly created EDI to Database mapping to verify that it

produces the desired database data from your EDI data. To run map, simply click the Run





Output Pane window.

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85

8. Once you are satisfied with the results, save the map. EDI to Database data sources store both










5. Choose the Type of Document “EDI to Database” by selecting EDI item from the Source

Type and Database item from Target Type to add to the Trading Partner and click Next.

How to map

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How to map

87

7. In Settings panel, provide basic settings for documents

How to map

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panel.



How to map

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machine.

In the Select doc to run, select an EDI Response for Functional Acknowledgement.


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How to map

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2.4.5. Setting up EDI to Database Process

1. Open the job to add process.

2. The Job workspace opens. Right-click anywhere in the Process Configuration pane, click Add Process.


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5. Choose the type of process “EDI to Database” by selecting EDI item from the Source Type and Database item from Target Type.


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Back to How to Map

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94

2.5. Flat File to EDI

Select this map type when the data to be translated originates from a Flat File and is destined

for an EDI formatted document.

This map type allows you visually mapping between Flat File and EDI file. You can execute

your newly created Flat File to EDI mapping to verify that it produces the desired EDI data

output from your Flat File data.








Preparation for Mapping Flat File to EDI

It is a requirement that a Flat File schema should be linked prior mapping.




Step 2: Setting up Flat File Schema

Step 3: Setting up new Flat File to EDI map


Step 5: Setting up Flat File to EDI process

Mapping Flat File to EDI




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How to map

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2.5.2. Setting up Flat File Schema

1. Select Schemas and then choose Flat File in the Toolbar or go to Schemas > Flat File on

Main Menu Bar or click Flat File on Schemas section of Main Menu Tree to open Flat File

Schemas workspace.

2. Click Add button on the Toolbar or right mouse click on Flat File Schemas workspace and

then choose Add.

3. The Add New Flat File Interface opens.

4. Fill in the schema name in the Schema Name field.

5. Fill in the Notes.


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2.5.3. Setting up new Flat File to EDI map

Setting up Map



workspace.




4. In the Choose Map Type panel, select the Flat File item in Source Type and the EDI item in

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the Target Type.

5. Click Next. The Setup Map Flat File to EDI Details interface opens.


7. In the Flat File Information, select a Flat File schema from the Flat File Schemas List.



Wizard window.


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Start mapping After successfully added new Flat File to EDI map, you can start mapping by following steps:

1. To open the map:


Or



2. To create Flat File to EDI mapping, simply drag and drop the Flat File nodes from the source

Flat File tree to the EDI nodes from the target EDI tree or vice versa, connecting the data




be sufficiently familiar with the EDI documents being worked on, to locate the relevant nodes.











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Order Number‟ in the Target EDI, and the appropriate code generation appears in the Code

Pane window.

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5. EZConnect 9 also provides tools, the Variable Editor is used to add, remove the defined

variable associated with the selected map.

As illustrated below, the variables are defined globally. We can access them through Source

Code Pane window with the syntax:

GLOBAL.VariableName

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The Function Editor is used to create definitions of new functions associated with the selected

map. The functions are defined globally and then access them through Code Pane window

with the syntax: GLOBAL.FunctionName

The Local Translation Editor is used to translate the value. The variables are defined globally

and then access them through Source Code Pane window with the syntax:


The Auto Convert Setting is used to convert the source objects to specific converted strings.

The strings are defined in Auto Convert Setting and drag and drop between source and target

tree view nodes.

For advanced EDI mapping process, EZConnect 9 now supports Linked Elements means that

all the related segments and elements in EDI Tree can be set into relational conditions.

Relational conditions are specified by a condition code and the identity of the subject elements.

In addiction, the Load EDI From File feature allows users browsing an EDI file (preferred the

same document type) within a blank map and EZConnect 9 will automatically check all the

appropriate segments and elements.




list for the FF object.

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7. Furthermore, you can execute your newly created Flat File to EDI mapping to verify that it

produces the desired EDI data from your relational data. To run map, simply click the Run




How to map

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Output Pane window.

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How to map

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8. Once you are satisfied with the results, save the map. Flat File to EDI data sources store both








Partner > Add Document on the Main Menu Bar. <Show Figure>


5. Choose the Type of Document “Flat File to EDI” by selecting Flat File item from the Source

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Type and EDI item from Target Type to add to the Trading Partner and click Next.


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7. In Settings panel, provide basic settings for documents:

· Choose appropriate Cust Number Path and Doc Type Path by selecting the node to fill in

the Cust Number Path and Doc Type Path text box.

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Fill in the Flat File prefix.

Enter file count number in File Count scroll control.

8. Fill in the appropriate EDI information in Envelop Information and GS Information panel

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9. Configure advanced EDI settings including Delimiters and ST Setup.

How to map

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How to map

112




How to map

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2.5.5. Setting up Flat File to EDI process



Add Process.


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5. Choose the type of process “Flat File to EDI” by selecting Flat File item from the Source

Type and EDI item from Target Type.


How to map

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Back to How to Map

How to map

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2.6. EDI to Flat File


document and is destined for a Flat File.

This map type allows you visually mapping between EDI file and Flat File. You can execute

your newly created EDI to Flat File mapping to verify that it produces the desired Flat File

data output from your EDI data file.








Preparation for Mapping EDI to Flat File






Step 3: Setting up new EDI to Flat File map


Step 5: Setting up EDI to Flat File process

Mapping EDI to Flat File




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Number.





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Schemas workspace.


then choose Add.





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2.6.3. Setting up new EDI to Flat File map

Setting up map



workspace.




4. In the Choose Map Type panel, select the EDI item in Source Type and the Flat File item in

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the Target Type.

5. Click Next. The Setup Map EDI to Flat File Details interface opens.



8. In the Flat File Information, select a Flat File schema from the Flat File Schemas List.


Wizard window.


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Start mapping After successfully added new EDI to Flat File map, you can start mapping by following steps:

1. To open the map:


Or



2. To create EDI to Flat File mapping, simply drag and drop the EDI nodes from the source EDI

tree to the Flat File nodes from the target Flat File tree or vice versa, connecting the data















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Order Number‟ in the Target EDI, and the appropriate code generation appears in the Code

Pane window.

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123




Code Pane window with the syntax: GLOBAL.VariableName

How to map

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How to map

125






tree view nodes.










list for the EDI object.

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126




7. Furthermore, you can execute your newly created EDI to Flat File mapping to verify that it

produces the desired Flat File data from your EDI data. To run map, simply click the Run Map

button or press F6. The Input Parameters window opens and then choose the appropriate TP

and document to start mapping.

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Output Pane window.

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How to map

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How to map

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Once you are satisfied with the results, save the map. EDI to Flat File data sources store both the

mapping properties you have specified, as well as the codes that you have created.








5. Choose the Type of Document “EDI to Flat File” by selecting EDI item from the Source

Type and Flat File item from Target Type to add to the Trading Partner and click Next.

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How to map

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panel.

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Choose appropriate File Extension drop down list. Available choices are .txt, .doc, .rtf and

.xml.

Fill in the Flat File prefix.

Enter file count number in File Count scroll control.

Enter the maximum number transaction sets per file in Max ST/File scroll control.

How to map

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How to map

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machine.



How to map

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How to map

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2.6.5. Setting up EDI to Flat File Process



Add Process.


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5. Choose the type of process “EDI to Flat File” by selecting EDI item from the Source Type and Flat File item from Target Type.


How to map

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Back to How to Map

How to map

140

2.7. XML to EDI

Select this map type when the data to be translated originates from a XML file and is destined

for an EDI formatted document.

This map type allows you visually mapping between XML file and EDI file. You can execute

your newly created XML to EDI mapping to verify that it produces the desired EDI data

output from your XML data file.








Preparation for Mapping XML to EDI

It is a requirement that a XML schema should be linked prior mapping.





Step 3: Setting up new XML to EDI map


Step 5: Setting up XML to EDI process

Mapping XML to EDI






How to map

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Number.






How to map

142







workspace.


then choose Import.






How to map

143

2.7.3. Setting up new XML to EDI map

Setting up map



workspace.




4. In the Choose Map Type panel, select the XML item in Source Type and the EDI item in the

How to map

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Target Type.

5. Click Next. The Setup Map XML to EDI Details interface opens.





Wizard window.


How to map

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Start mapping

After successfully added new XML to EDI map, you can start mapping by following steps:

1. To open the map:


Or



2. To create XML to EDI mapping, simply drag and drop the XML nodes from the source XML

tree to the EDI nodes from the target EDI tree or vice versa, connecting the data sources to the

desired data output. This feature allows you to quickly create expressions, for example, without

writing any code or introducing typographical errors to the source.













How to map

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For example, in the illustrative figure below, the user is clicking on an element 234

„Product/Service ID‟ in the Target EDI, and the appropriate code generation appears in the

Code Pane window.

How to map

147





How to map

148







How to map

149



tree view nodes.










list for the XML object.




How to map

150

7. Furthermore, you can execute your newly created XML to EDI mapping to verify that it

produces the desired EDI data from your XML data. To run map, simply click the Run Map

button or press F6. The Input Parameters window opens and then choose the appropriate TP

and document to start mapping.



Output Pane window.

How to map

151

How to map

152

How to map

153

Once you are satisfied with the results, save the map. XML to EDI data sources store both the

mapping properties you have specified, as well as the codes that you have created.








5. Choose the Type of Document “XML to EDI” by selecting XML item from the Source Type

and EDI item from Target Type to add to the Trading Partner and click Next. <Show

Figure>

How to map

154


How to map

155


How to map

156

Choose the appropriate Cust Number XPath and Doc Type XPath by selecting the

node to fill in the Cust Number XPath and Doc Type XPath text box or set Input

File Information.

Fill in the XML file prefix.


panel.

How to map

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8. Configure advanced EDI settings including Delimiters and ST Setup.

How to map

158



How to map

159




How to map

160

2.7.5. Setting up XML to EDI Process


2. Job workspace opens. Right-click anywhere in the Process Configuration pane, click Add

Process.


How to map

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5. Choose the type of process “XML to EDI” by selecting XML item from the Source Type and EDI item from Target Type.


How to map

162






Back to How to Map

How to map

163

2.8. EDI to XML

Select this map type when the data to be translated originates from a EDI formatted document

and is destined for a XML file.

This map type allows you visually mapping between EDI file and XML file. You can execute

your newly created EDI to XML mapping to verify that it produces the desired XML data

output from your EDI data file.

You can obtain information about an EDI format, from its associated document

called the implementation guideline. The implementation guideline is probably

the only document that you would ever need for obtaining instructions about

how to process EDI files of your trading partner. Before EDI files are

exchanged, trading partners have to agree on the EDI format and mapping.

These rules and instructions are entered into the implementation guideline

document. Depending on your trading partner, the implementation guidelines

can come in many formats.

Preparation for Mapping EDI to XML






Step 3: Setting up new EDI to XML map


Step 5: Setting up EDI to XML process

Mapping EDI to XML




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164


Trading Partner Manager from Main Menu or click Trading Partner Manager menu item in

the Main Menu Tree.



3. Click Add Trading Partner button on the Trading Partner Manager Toolbar or highlight the

available Trading Partner and right mouse click on it and then choose Add Trading Partner in

drop down list.

4. The Trading Partner Information window opens






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workspace.

2. Click Import button on the Toolbar or right mouse click on XML Schemas workspace and then

choose Import.






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166

2.8.3. Setting up new EDI to XML map

Setting up map



workspace.

2. From Map Manager workspace, right click on the workspace or available map type and choose

Add or click Add button on the Map Manager Toolbar.


4. In the Choose Map Type panel, select the EDI item in Source Type and the XML item in the

How to map

167

Target Type.

5. Click Next. The Setup Map EDI to XML Details interface opens.




9. Click Finish to save the new map definition and close the Map Manager - Map Setup Wizard

window.


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Start mapping After successfully added new EDI to XML map, you can start mapping by following steps:

1. To open the map:


Or



2. To create EDI to XML mapping, simply drag and drop the EDI nodes from the source EDI tree

to the XML nodes from the target XML tree or vice versa, connecting the data sources to the

desired data output. This feature allows you to quickly create expressions, for example, without

writing any code or introducing typographical errors to the source.

Note: Typically, not all of the nodes will actually contain data, so the project author must be

sufficiently familiar with the EDI documents being worked on, to locate the relevant nodes.



relationship defined by your drag and drop mapping operations. Similarly, you can edit the Map

Editor code manually. As illustrated below, the appropriate code is generated automatically in

Code Pane window.


The Toolbox displays icons for code macro items that you can add to Code Pane window. Each

code macro in Code Pane can be dragged and dropped into Toolbox panel or vice versa. Each

time you return to Map Editor, the Toolbox automatically scrolls to the group and item most

recently selected.

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For example, in the illustrative figure below, the user is clicking on an element

„CATALOG_NO‟ in the Target XML, and the appropriate code generation appears in the Code

Pane window.

How to map

170





How to map

171







How to map

172


The strings are defined in Auto Convert Setting and drag and drop between source and target tree

view nodes.

For advanced EDI mapping process, EZConnect 9 now supports Linked Elements means that all

the related segments and elements in EDI Tree can be set into relational conditions. Relational

conditions are specified by a condition code and the identity of the subject elements. In addiction,

the Load EDI From File feature allows users browsing an EDI file (preferred the same

document type) within a blank map and EZConnect 9 will automatically check all the appropriate

segments and elements.


properties available for objects typed into the code pane. The list appears after you enter a period

for the object, signaling method or property selection. Figure below shows the available list for

the EDI object.


what the function you are trying to type and provide a drop down box of matching functions and

their method signatures.

7. Furthermore, you can execute your newly created EDI to XML mapping to verify that it

produces the desired XML data from your relational data. To run map, simply click the Run

How to map

173

Map button or press F6. The Input Parameters window opens and then choose the appropriate

TP and document to start mapping.



Output Pane window.

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174

How to map

175

How to map

176

Once you are satisfied with the results, save the map. EDI to XML data sources store both the

database connection properties you have specified, as well as the SQL statements and the codes that

you have created.








5. Choose the Type of Document “EDI to XML” by selecting EDI item from the Source Type and

XML item from Target Type to add to the Trading Partner and click Next.

How to map

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How to map

178



panel.

How to map

179

Choose appropriate File Extension drop down list. Available choices are .txt, .doc, .rtf

and .xml.

Enter File Count number.

Fill in the XML File prefix.



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Choose path for placing the file of Functional Acknowledgement on server or client machine.



How to map

181




How to map

182

2.8.5. Setting up EDI to XML Process


2. The Job workspace opens. Right-click anywhere in the Process Configuration pane, click Add

Process.


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5. Choose the type of process “EDI to XML” by selecting EDI item from the Source Type and XML item from Target Type.


How to map

184

Note: The type selected determines the number of predefined configuration steps that will be

available when the new process is saved. Each Tab provides additional options for further




2.9. XML to XML

Select this map type when the data to be translated originates from a XML file and is destined

for other XML formatted document.

This map type allows you visually mapping between XML files. You can execute your newly

created XML to XML mapping to verify that it produces the desired other XML data output

from your XML data file.

Preparation for Mapping EDI to XML


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185





Step 3: Setting up new XML to XML map


Step 5: Setting up XML to XML process

Mapping XML to XML





Trading Partner Manager from Main Menu or click Trading Partner Manager menu item in the Main Menu Tree.




available Trading Partner and right mouse click on it and then choose Add Trading Partner in drop down list.


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workspace.

2. Click Import button on the Toolbar or right-click anywhere in the XML Schemas workspace, then click Import.


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187





2.9.3. Setting up new XML to XML map

Setting up Map


click Map Manager on Administrator section of Main Menu Tree to open Map Manager workspace.

2. From Map Manager workspace, right click on the workspace or available map type and choose Add or click Add button on the Map Manager Toolbar.


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4. In the Choose Map Type panel, select the XML item in Source Type and the XML item in the

Target Type.

5. Click Next. The Setup Map XML to XML Details interface opens.








5. Choose the Type of Document “XML to XML” by selecting XML item from the Source Type

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189

and XML item from Target Type to add to the Trading Partner and click Next.

3.


How to map

190


Choose the appropriate Cust Number XPath and Doc Type XPath by selecting the node to

fill in the Cust Number XPath and Doc Type XPath text box or set Input File

Information

How to map

191

Fill in the XML file prefix.

Fill the information in the Settings.

How to map

192


How to map

193


Back button to return to the Document Setup screen and enter any required information. The Finish button will not activate until the Document Setup Wizard is completed correctly.

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194

3.9.1. Setting up XML to XML Process


2. The Job workspace opens. Right-click anywhere in the Process Configuration pane, click Add

Process.


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195


5. Choose the type of process “XML to XML” by selecting XML item from the Source Type and XML item from Target Type.


How to map

196


available when the new process is saved. Each Tab provides additional options for further defining

the process being created or modified.



Back to How to Map

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197

2.10. Flat File to Database

Select this map type when the data to be translated originates from a Flat File and is destined

for a database.

This map type allows you visually mapping between Flat File and relational data. You can

execute your newly created Flat File to Database mapping to verify that it produces the

desired rational data output from your Flat File.

Preparation for Mapping Flat File to Database



(click each step to see the details)



Step 3: Setting up new Flat File to Database map


Step 5: Setting up Flat File to Database process

Mapping Flat File to Database













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198













Schemas workspace.

How to map

199


then choose Add.





2.10.3. Setting up new Flat File to Database map

Setting up Map



workspace.




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200

4. In the Choose Map Type panel, select the Flat File item in Source Type and the Database

item in the Target Type.

5. Click Next. The Setup Map Flat File to Database Details interface opens.

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In the Map Information, fill in the Map Name and Notes for this map type.

In the Flat File Information, select a Flat File schema from the Flat File

Schemas list.

In the Database Information, select the database in DB Connection drop down

list and click Test to test connection.

-OR-

Click Add New to add new database connection. Note that this button allows

creating a new database connection but the selected tables haven't yet performed.

In order to select tables, the user must go to Database Schema to select.


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Wizard window.


Start mapping After successfully added new Flat File to Database map, you can start mapping by following

steps:

1. To open the map:


Or



2. To create Flat File to Database mapping, simply drag the Flat File nodes from the source

Flat File tree to the appropriate columns from the target Database tree or vice versa,

connecting the data sources to the desired data output. This feature allows you to quickly

create expressions, for example, without writing any code or introducing typographical

errors to the source.

3. One of the great features of Map Editor is the synchronized source code pane allows you

to immediately see the code that EZConnect 9 has composed for you, based on the source

target relationship defined by your drag mapping operations. Similarly, you can edit the

Map Editor code manually. As illustrated below, the country node in Purchase Order

Schema drag to the ShipCountry in Ord table and the appropriate code is generated

automatically in Code pane.

In addition, EZConnect 9 now supports the Toolbox panel in the left hand side of Map

Editor. The Toolbox displays icons for code macro items that you can add to Code pane.

Each code macro in Code pane can be dragged to Toolbox panel or vice versa. Each time

you return to Map Editor, the Toolbox automatically scrolls to the group and item most

recently selected. See Map Editor > Overview > Toolbox in User References for more

information about Toolbox panel and how to use it.

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4. To navigate through the nodes and appropriate codes that associated with them, just click

on nodes in the source pane.

For example, in the illustrative figure below, the user is clicking an „hd1_ship_time‟ element, and

the appropriate code generation appears in the Code

pane.

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204

5. EZConnect 9 also provides tools, Query Builder (illustrated below), that lets you create,

edit, and testing the SQL statements used to define any relational database tables and views

as a customized Flat File data source.

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205

Query Builder window

How to map

206

Accessing Defined Queries in the Code Pane

The Variable Editor is used to add, remove the defined variable associated with the selected

map.


Code pane with the syntax:

GLOBAL.VariableName

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207







How to map

208



tree view nodes.

6. Additionally, Map Editor includes a code completion feature – a pop up list of methods

and/or properties available for objects typed into the code pane. The list appears after you

enter a period for the object, signaling method or property selection. Figure below shows

the available list for the FF object.




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209

7. Furthermore, you can execute your newly created Flat File to EDI mapping to verify that

it produces the desired EDI data from your relational data. To run map, simply click the

Run Map button or press F6. The Input Parameters window opens and then choose the




Output Pane window.

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210

How to map

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8. Once you are satisfied with the results, save the map. Flat File to Database data sources

store the database connection properties you have specified, as well as the SQL statements

and the codes that you have created.







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5. Choose the Type of Document “Flat File to Database” by selecting Flat File item from the

Source Type and Database item from Target Type to add to the Trading Partner and click

Next.


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· Choose appropriate Cust Number Path and Doc Type Path by selecting the node to fill in

the Cust Number Path and Doc Type Path text box.

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Select Path by selecting a node in the Flat File tree to fill in the text box.

In the Position box, type or select the part of the position you want to change.

In the Length box, type or select the part of the length you want to change.

Fill in the Value in Document Type area.

Fill in the Flat File prefix and set the file count in the File Count box.



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machine.

In the Select doc to run, select a DB2FF map for Functional Acknowledgement.


How to map

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2.10.5. Setting up Flat File to Database process


2. The Job workspace opens. Right-click anywhere in the Process Configuration pane, click Add Process.


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5. Choose the type of process “Flat File to Database” by selecting Flat File item from the Source Type and Database item from Target Type.


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Back to How to Map

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220

2.11. Database to Flat File


for an Flat File.

This map type allows you visually mapping relational data and Flat File. You can execute

your newly created Database to Flat File mapping to verify that it produces the desired Flat

File data output from your relational data.

Preparation for Mapping Database to Flat File

It is a requirement that a Database and Flat File schema should be linked prior mapping.


(click each step to see the details)




Step 4: Setting up new Database to Flat File map


Step 6: Setting up Database to Flat File process

Mapping Database to Flat File













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Number.








Manager workspace.




How to map

222



Add.








(Generic ODBC).






How to map

223




Schemas workspace.


then choose Add.





2.11.4. Setting up new Database to Flat File map

Setup Map



workspace.



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4. In the Choose Map Type panel, select the Database item in Source Type and the Flat File

item in the Target Type.

5. Click Next. The Setup Map Database to Flat File Details interface opens.

How to map

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Or




8. In the Flat File Information, select a Flat File schema from the XML Schemas List.


Wizard window.

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Start Mapping

After successfully added new Database to Flat File map, you can start mapping by following

steps:

1. To open the map:


Or



2. EZConnect 9 supports Database as the source or target of data mapping. To create Database to

Flat File mapping, simply drag the appropriate columns from source Database tree to the Flat

File nodes from target Flat File tree or vice versa, connecting the data sources to the desired

data output. This feature allows you to quickly create expressions, for example, without writing

any code or introducing typographical errors to the source.



relationship defined by your drag mapping operations. Similarly, you can edit the Map Editor

code manually. As illustrated below, the Country column in OrdList table drags to the

country node in Purchase Order Schema and the appropriate code is generated automatically

in Code pane.


The Toolbox displays icons for code macro items that you can add to Code pane. Each code

macro in Code pane can be dragged to Toolbox panel or vice versa. Each time you return to

Map Editor, the Toolbox automatically scrolls to the group and item most recently selected.

See Map Editor > Overview > Toolbox in User References for more information about

Toolbox panel and how to use it.

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4. To navigate through the elements/nodes, just click on elements/nodes in the target pane. the

appropriate codes associated with them are generated in the Code Pane.

For example, in the illustrative figure below, the user is clicking an „hd1_account‟ element, and

the appropriate code generation appears in the Code pane.

How to map

228



customized Flat File data source.

How to map

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How to map

230


selected map.

As illustrated below, the variables are defined globally. We can access them through Code

Pane window with the syntax:

GLOBAL.VariableName

How to map

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How to map

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Tip: Just type as usual in the Code Pane and EZConnect 9 will automatically sense what

the function you are trying to type and provide a drop down box of matching functions and their

method signatures.

7. Furthermore, you can execute your newly created Database to Flat File mapping to verify that

it produces the desired Flat File data output from your relational data. To run map, simply click

the Run Map button or press F6. The Input Parameters window opens and then choose the

appropriate Trading Partner and document to start mapping.


more information, see Adding Trading Partner and Adding Document.

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Output Pane window.

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234

Check Syntax Tab

How to map

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Run Map Tab

The Flat File results are displayed in Check Output Pane window

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8. Once you are satisfied with the results, save the map. Database to Flat File data sources store

both the database connection properties you have specified, as well as the SQL statements and

the codes that you have created.

How to map

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5. Choose the Type of Document “Database to Flat File” by selecting Database item from the

Source Type and Flat File item from Target Type to add to the Trading Partner and click

Next.

How to map

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How to map

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How to map

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Select file type in the File Extension list. Available choices are .doc, .rtf , .txt and .xml. Fill in the Flat File prefix.

In the File Count box, type or select the part of the file count you want to change.

In the Max ST/File box, type or select the part of the number of messages that you want

flat file document contains.



How to map

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How to map

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2.11.6. Setting up Database to Flat File process

1. Open a job to add process.


Add Process



5. Choose the type of process “Database to Flat File ” by selecting Database item from the

Source Type and Flat File item from Target Type.


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2.12. EDI Response


document.

You can obtain information about an EDI format, from its associated document called the

implementation guideline. The implementation guideline is probably the only document

that you would ever need for obtaining instructions about how to process EDI files of

your trading partner. Before EDI files are exchanged, trading partners have to agree on

the EDI format and mapping. These rules and instructions are entered into the


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You can execute your newly created EDI Response mapping to verify that it produces the

desired ACK (Acknowledgement) data output from your EDI data file.




Step 2: Setting up new EDI Response map


Mapping EDI Response






the Main Menu Tree.





drop down list.


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2.12.2. Setting up new EDI Response map

Setting up map



How to map

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workspace.

2. From Map Manager workspace, right click on the workspace or available map type and choose

Add or click Add button on the Map Manager Toolbar.


4. In the Choose Map Type panel, select the EDI item in Source Type and the None item in the

Target Type or vice versa.

5. Click Next. The Setup Map EDI Response Details interface opens.

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8. Click Finish to save the new map definition and close the Map Manager - Map Setup Wizard

window.


Start mapping

After successfully added new EDI Response map, you can start mapping by following steps:

1. To open the map:

How to map

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Or



2. To create EDI Response mapping, simply drag and drop the EDI nodes from the target EDI tree,

connecting the data elements to the desired data output (preferred ACK). This feature allows you

to quickly create expressions, for example, without writing any code or introducing typographical

errors to the source.

Note: Typically, not all of the nodes will actually contain data, so the project author must be

sufficiently familiar with the EDI documents being worked on, to locate the relevant nodes.


immediately see the code that EZConnect 9 has composed for you. Similarly, you can edit the

Map Editor code manually.


The Toolbox displays icons for code macro items that you can add to Code Pane window. Each

code macro in Code Pane can be dragged and dropped into Toolbox panel or vice versa. Each

time you return to Map Editor, the Toolbox automatically scrolls to the group and item most

recently selected.

4. To navigate through the nodes and appropriate codes that associated with them, just click on EDI

nodes in the Target pane.

For example, in the illustrative figure below, the user is clicking on an element 719 „Segment

Position in Transaction Set‟ in the Target EDI, and the appropriate code generation appears in

the Code Pane window.

How to map

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5. EZConnect 9 also provides tools, the Variable Editor is used to add, remove the defined variable

associated with the selected map.



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251


map. The functions are defined globally and then access them through Code Pane window with

the syntax: GLOBAL.FunctionName




The Auto Convert Setting is used to convert the source objects to specific converted strings. The

strings are defined in Auto Convert Setting and drag and drop between source and target tree

view nodes.

For advanced EDI mapping process, EZConnect 9 now supports Linked Elements means that all

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the related segments and elements in EDI Tree can be set into relational conditions. Relational

conditions are specified by a condition code and the identity of the subject elements. In addiction,

the Load EDI From File feature allows users browsing an EDI file (preferred the same

document type) within a blank map and EZConnect 9 will automatically check all the appropriate

segments and elements.


properties available for objects typed into the code pane. The list appears after you enter a period

for the object, signaling method or property selection. Figure below shows the available list for

the ACK object.


what the function you are trying to type and provide a drop down box of matching functions and

their method signatures.

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7. Furthermore, you can execute your newly created EDI Response mapping to verify that it

produces the desired EDI data from your relational data. To run map, simply click the Run Map

button or press F6.


more information see Adding Trading Partner and Adding Document in the Tutorial section.

From Input Parameters window, there are two ways to run EDI Response map:

Run map ACK without advanced input parameters - All objects in ACK have default

value "null" or 0. It is recommended that the user should set fixed value for all nodes to view

output result. Simply choose the appropriate TP and document to start mapping.

Run map ACK with advanced input parameters - Before running ACK map, the run the

selected map in Advanced. The data in main ACK is the collected data during running that map.

To do this, check to enable ACK check options allows you select the appropriate input

parameters.

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Output Pane window.

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Once you are satisfied with the results, save the map. EDI data sources store properties you have

specified, as well as the codes that you have created.








5. Choose the Type of Document “EDI Response” by selecting EDI item from the Source Type

and ACK item from Target Type or vice versa to add to the Trading Partner and click Next.

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Fill in the appropriate EDI information in Envelop Information and GS Information panel.

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Configure advanced EDI settings including Delimiters and ST Setup.

How to map

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How to map

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Back to Top

How to manage Schema

264

3. How to manage Schema This section will guide you through Schemas Management. Specifically this section will address

how to manage:

Database Schema

XML Schema

Flat File Schema

3.1. Database This tutorial shows you the basics of adding, editing, deleting a new database connection in

EZConnect.

Specifically this tutorial will address:

Adding a Database Schema

Editing a Database Schema

Deleting a Database Schema

How to Create a New Data Source

3.1.1. Adding a Database Schema


Main Menu bar or click Database on Schemas section of Main Menu Tree to open Database

Connection workspace.


Add.



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5. In Connection Information panel, choose the appropriate DB Type. Choices are Microsoft SQL

Server, Generic ODBC (using DSN).

Note: If the required data source was previously created for Generic (ODBC), select it.

If you do not have a data source setup, create new a data source. After completing the

data source setup, the new connection will be displayed in DSN drop down list

(Generic ODBC).




8. Click Close in Action menu to close the Database Connection window and return to Database


3.1.2. Editing a Database Schema





266

2. Highlight a database connection to edit.

3. Right click on the database connection and choose Edit or click Edit button on the toolbar.

4. The Database Connection window opens

5. You are now ready to make changes to the selected database connection.

6. Click on Save on Action menu to save changes.

7. Click Close on Action menu to close the Database Connection window and return to Database


3.1.3. Deleting a Database Schema




2. Highlight a database connection to delete.

3. Right click on the database connection and choose Delete or click Delete button on the Toolbar.

4. The Confirm Database Connection Delete warning message opens.


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Yes - Deletes the selected database connection and closes confirmation widow.

No - Closes confirmation window without deleting selected database connection.

Cancel - Closes confirmation window and returns to Database Connection workspace without

taking any action.

3.1.4. How to create a new Data Source

1. In Database Connection window, click on Browser. The Select Data Source window opens.


268

2. Click on New.

3. The Create New Data Source Wizard launches.


269

4. Select the type of data source - User or System -and click Next.

5. Select the correct driver for the data source for the new connection.

6. The next screen verifies your selection. Click Next if correct.

7. Each driver has its' own setup template. Fill in the requested information and click Next until you

are Finished.


270

TIP: Most drivers provide a Test selection after the configuration. It is always a good idea to run the

test when offered to confirm that the information entered is valid.

Back to Manage Schema


271

3.2. XML This tutorial shows you the basics of deleting, exporting, importing, configuring a XML

Schema in EZConnect.


Deleting a XML Schema

Exporting a XML Schema

Importing a XML Schema

Replacing new XML Schema

3.2.1. Deleting an XML Schema



workspace.

2. Highlight a XML Schema to delete.

3. Right click on the selected XML Schema and choose Delete or click Delete button on the

toolbar.

4. The Confirm XML Schemas Delete dialog opens.

Yes - Deletes the selected XML schema and closes confirmation widow.

No - Closes confirmation window without deleting selected XML schema.

Cancel - Closes confirmation window and returns to XML Schemas workspace without

taking any action.


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3.2.2. Exporting an XML Schema



workspace.

2. Highlight a XML Schema to export.

3. Right click on the selected XML Schema and choose Export or click Export button on the

Toolbar.

4. The Save As dialog opens.

5. Choose the directory that a file will be saved and click Save button.

3.2.3. Importing an XML Schema



273


workspace.

2. Click Import button on the Toolbar or right mouse click on XML Schemas workspace and then

choose Import.






3.2.4. Replacing new XML Schema



workspace.

2. Click Replace button on the Toolbar or right mouse click on XML Schemas workspace and

then choose Replace.


274

3. The Open dialog opens.

4. Choose the directory that a schema file (*.xsd) is located and click Open button.

Back to Manage Schema


275

3.3. Flat File This tutorial shows you the basics of adding, editing, deleting, exporting, importing,

configuring a Flat File Schema in EZConnect.


Adding a Flat File Schema

Deleting a Flat File Schema

Editing a Flat File Schema

Loading IDOCs Lib

Importing a Flat File Schema

Exporting a Flat File Schema

Configuring a Flat File Schema

3.3.1. Adding a Flat File Schema

1. Select Schemas and then choose Flat File in the Toolbar or go to Schemas > Flat File on Main

Menu Bar or click Flat File on Schemas section of Main Menu Tree to open Flat File Schemas

workspace.

2. Click Add button on the Toolbar or right mouse click on Flat File Schemas workspace and then

choose Add.



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3.3.2. Deleting a Flat File Schema



workspace.

2. Highlight a Flat File schema in Flat File Schemas List to delete.

3. Right click on the selected Flat File schema and choose Delete or click Delete button on the

Toolbar.

4. The Confirm Flat File Schemas Delete dialog opens.


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Yes - Deletes the selected Flat File schema and closes confirmation widow.

No - Closes confirmation window without deleting selected Flat File schema.

Cancel - Closes confirmation window and returns to Flat File Schemas workspace without taking

any action.

3.3.3. Editing a Flat File Schema



workspace.

2. Highlight a Flat File schema in Flat File Schemas List to edit.

3. Right click on the selected Flat File schema and choose Edit or click Edit button on the Toolbar.

4. The Flat File Editor is enabled.


278

5. Now you can start editing Flat File schema in Flat File Editor.

6. Click on Save on Toolbar or right mouse click on Flat File Editor and then choose Save to save

changes.


279

7. Click Close button on Toolbar to close the Flat File Editor and return to Flat File Schemas

workspace.

3.3.4. Loading IDOCs Lib

1. On the Toolbar, click Schemas and then click Flat File. Or on Main Menu Bar, go to Schemas

> Flat File. Or on Schemas section of Main Menu Tree, click Flat File to open Flat File

Schemas workspace.

2. On the Toolbar, click Load IDOCs Lib. Or right-click anywhere in the Flat File Schemas

workspace and then click Load IDOCs Lib.

3. The Import IDOCs Library window opens.

Fill in the schema name in the Schema Name field.

In the Choose IDOCs File Type area, select Load from single file or Load from a set

of files. Click Browse to specify the path of desired IDOCs files.

Select the Add Global Loop or Add EOL check box.

Fill in the Notes.

4. Click Save in Action menu to save changes.


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3.3.5. Importing a Flat File Schema



Schemas workspace.

2. Click Import button on the Toolbar or right mouse click on Flat File Schemas workspace and

then choose Import.

3. The Open dialog opens.

4. Choose the directory that a file is located and click Open button.

3.3.6. Exporting a Flat File Schema



Schemas workspace.

2. Highlight a Flat File schema in Flat File Schemas List to export.

3. Right click on the selected Flat File schema and choose Export or click Export button on the

Toolbar.

4. The Save As dialog opens.


3.3.7. Configuring a Flat File Schema



workspace.

2. Highlight a Flat File schema in Flat File Schemas List to configure.

3. Right click on the selected Flat File schema and choose Configure or click Configure button on

the Toolbar.

4. The Configure Flat File Schema Interface opens.


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5. Configure the changes including Schema Name and Notes fields.

6. Click on Save button on Action Menu to update changes.

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How to manage Map

282

4. How to manage Map This section will guide you through Map Management. Specifically this section will address:

Editing a Map Type

Deleting a Map Type

Opening a Map Type

Exporting a Map Type

Importing a Map Type

4.1. Editing a Map Type



workspace.

2. From the Map Manager workspace, right click on the map key and choose Edit or click Edit

button on the Map Manager Toolbar.

3. The appropriate Map Manager - Edit Map window opens.

4. Configure the changes and then click Save on Action Menu.

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4.2. Deleting a Map Type



workspace.

2. From Map Manager workspace, right click on the map key and choose Delete or click Delete


3. The Confirm Map Delete warning message opens.

Yes - Deletes selected map and all document setups and closes confirmation widow.

No - Closes confirmation window without deleting the selected map.

Cancel - Closes confirmation window and returns to Map Manager workspace without taking any

action.

4.3. Opening a Map Type



workspace.

2. From Map Manager workspace, right click on the map key and choose Open or click Open


3. The appropriate Map Editor workspace window opens.

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You are now able to execute your tasks on workspace.

4.4. Exporting a Map Type



workspace.

2. From Map Manager workspace, right click on the map key and choose Export or click Export


3. The Save As dialog box appears.

4. Choose the directory that a file will be located and click Save button.

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4.5. Importing a Map Type



workspace.

2. From Map Manager workspace, right click on the map type and choose Import or click Import


3. The Open dialog box appears.

4. Choose an XML file and click Open button.

Back to Top

How to manage Trading Partner

286

5. How to manage Trading Partner This section will guide you through Trading Partner and Document Management. Specifically

this section will address:

Adding a Trading Partner

Editing a Trading Partner

Deleting a Trading Partner

Importing a Trading Partner

Exporting a Trading Partner

5.1. Adding a Trading Partner

1. To begin sending and receiving files with a trading partner, you must first create Trading Partner

in EZConnect. To do this, complete the following steps:



the Main Menu Tree.





drop down list.



287


Number.









5.2. Editing a Trading Partner




288

the Main Menu Tree.

2. The Trading Partner Manager workspace will be displayed.

3. Highlight and select a Trading Partner to edit.

4. Right click on the Trading Partner and choose Edit Trading Partner or click Edit Trading

Partner button on the Trading Partner Manager Toolbar.


6. You are now ready to make changes to Trading Partner including Trading Partner

Information, EDI Information, Communication Settings, etc.

7. Click on Save on Action Menu to save changes.



5.3. Deleting a Trading Partner



289


the Main Menu Tree.


3. Highlight and select a Trading Partner to delete.

4. Right click on the Trading Partner and choose Delete or click Delete button on the Trading

Partner Manager Toolbar.

5. The Confirm Trading Partner Delete dialog opens.

Yes - Deletes selected Trading Partner and closes confirmation widow. Yes also removes any Doc...

and Address... associated with Trading Partner.

No - Closes confirmation window without deleting the selected Trading Partner.

Cancel - Closes confirmation window and returns to Trading Partner Manager workspace without

taking any action.

5.4. Importing a Trading Partner


Trading Partner Manager from Main Menu Bar or click Trading Partner Manager menu

item in the Main Menu Tree.


3. Click Import Trading Partner button on the Trading Partner Manager Toolbar or Right

click on the Trading Partner Manager workspace and choose Import Trading Partner.


290

4. The Open dialog box opens.

5. Choose the directory that a file is located and click Open button. The layout must be an XML

formatted file.

5.5. Exporting a Trading Partner



the Main Menu Tree.


3. Highlight and select a Trading Partner to export.

4. Right click on the Trading Partner and choose Export Trading Partner or click Export

Trading Partner button on the Trading Partner Manager Toolbar.

5. The Save As dialog box opens.


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How to manage Document

291

6. How to manage Document This section will guide you through Document Management. Specifically this section will

address:

Adding a Document

Editing a Document

Deleting a Document

Importing a Document

Exporting a Document

6.1. Adding Document 1. From Trading Partner Manager workspace.




Partner > Add Document on the Main Menu Bar. <Show Figure>


5. Choose the Type of Document by selecting item from the Source Type and item from Target

Type to add to the Trading Partner and click Next.


292

If you want to skip document validation when adding document to Trading Partner, simply check

Skip Document Validate checkbox.








293

6.2. Editing Document 1. Expand the Trading Partner List and highlight the document to edit.

2. Right click on the document and choose Edit Document or click Edit Document button on the

Trading Partner Manager Toolbar.

3. The Document Setup window opens.

Note: Depend on the type of documents you added to Trading Partner, the Document Setup -

Edit mode will change.

You are now ready to make changes to document including General, Map, EDI, Notifications,

etc.


5. Click on Close to close the Document Setup window and return to Trading Partner Manager

workspace.


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6.3. Deleting Document 1. Expand the Trading Partner List and highlight the document to delete.

2. Right click on the document and choose Delete Document or click Delete Document button on

the Toolbar.

3. The Confirm Document Delete dialog opens.

Yes - Deletes selected document and closes confirmation widow.

No - Closes confirmation window without deleting the selected document.

Cancel - Closes confirmation window and returns to Trading Partner Manager workspace without

taking any action.

6.4. Importing Document 1. Expand the Trading Partner List and highlight the document to import.

2. Right click on the document and choose Import Document or click Import Document button

on the Trading Partner Manager Toolbar.

3. The Open dialog box opens.

4. Choose the directory that a file is located and click Open button. The layout must be an XML

formatted file.

6.5. Exporting Document 1. Expand the Trading Partner List and highlight the document to export.

2. Right click on the document and choose Export Document or click Export Document button


295

on the Trading Partner Manager Toolbar.

3. The Save As dialog box opens.

4. Choose the directory that a file will be saved and click Save button

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How to manage Job

296

7. How to manage Job This section will guide you through Process Designer. Specifically this section will address:

Adding a Job

Opening a Job

Running a Job

Editing a Job

Deleting a Job

Creating Deployment Package

7.1. Adding a Job

1. Select Process Designer in the Toolbar or go to Operation > Process Designer on Main Menu

Bar or click Process Designer on Operation section of Main Menu Tree to open Process

Designer workspace.

2. The Process Designer workspace opens.

3. Click Add Job button on the Job Toolbar or right-click the Process Designer workspace and

choose Add Job.

4. The Add Job window opens.

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Fill in the job name in Job Name field.

Click Save on Action menu to continue Job configuration.

5. Configure the Job by clicking on each tab to fill the appropriate information.


6.1. Opening a Job

1. Highlight and select a predefined Job.

2. Click Open Job button on the Toolbar or right-click the job name and choose Open Job.

6.2. Running a Job

1. Highlight and select a predefined job.

2. Click Run Job button on the Toolbar or right-click the job name and choose Run Job right-click anywhere in the Process Designer workspace.

3. The job status is running on the Status bar in the Process Designer workspace.

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Run Job on Server

EZConnect is now support to run directly the job from server. To set the schedule for the job:

1. Choose the job you want to run on server.

2. The basic steps before running job on server are as follow:

Right-click the job, then click Connect to Server to connect the database of job to

server.

Right-click the job, then click Send to Server to send the job to server.

1. Click on the Run On Server button on the Toolbar or right-click on the Job and choose Run

On Server command. For understand the statuses of running process, see Job Status table

Action Status

Connect To Server Connected - if job connects successfully

Not Connected - if job connects

unsuccessfully

Send To Server Ended

Run On Server In Progress – when job is running

Waiting – when job finishes running

Note: To set a schedule for running job automatically, you need to configure in Job

Configuration Wizard.

1. Click on Schedule Run Setup tab. Make sure the checkbox next to Enable Schedule is checked.

How to manage Job

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This window allows changing the frequencies and times of the schedule.

2. After specifying all of the scheduling options, just click the Save button in Action Menu

to save changes and returned to the Process Designer window.

6.3. Editing a Job 1. Highlight and select a predefined job.

2. Click Edit Job button on the Job Toolbar or right-click the job name and choose Edit Job or right-click anywhere in the Process Designer workspace.

3. The Edit Job window opens.

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4. You are now ready to make necessary changes to the job.


6. Click on Close to close the Edit Job window and return to Process Designer workspace.

6.4. Deleting a Job 1. Highlight and select a predefined job.

2. Click Delete Job button on the Toolbar or right-click the job name and choose Delete Job.

3. The Confirm Job Delete dialog opens.

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Yes - Deletes the job.

No - Closes confirmation window without deleting job.

6.5. Create Deployment Package

1. Highlight and select a predefined job.

2. Click Create Deployment Package button on the Job Toolbar or right-click the job name, then click Create Deployment Package.

3. The Create Deployment Package window opens.

4. Select a Trading Partner and browse to a Output Folder for placing the .Msi installation file is

created. Besides, you need to choose an appropriate platforms and select some necessary softwares in check boxes below that your system lacks of them. in Click Create button to start.

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5. A dialog opens when creating package and installing softwares successfully.

In case you don't select to install softwares in the Create Deployment Package window, the

following dialog opens when creating package successfully.

6. An icon of Deployment Package is created at the Output Folder.

How to manage Job

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Back to Top

How to manage Process

304

8. How to manage Process This section will guide you through Process Management. Specifically this section will address:

Adding a Process

Editing a Process

Deleting a Process

Running a Process

Opening Log File

Showing Tracking

Setup an External Process

Setup EZConnect Component

Setup a Communication Component

8.1. Adding a Process


2. The Job workspace opens.

3. Right-click anywhere in the Process Configuration pane, click Add Process.



305


6. Choose the type of process by selecting item from the Source Type and item from Target

Type.



available when the new process is saved. Each Tab provides additional options for further




8.2. Editing a Process 1. Highlight and select a predefined process.

2. Click Edit Process button on the Job Toolbar or right-click the process name and choose Edit

Process or right-click anywhere in the Process Configuration pane.

3. The Edit Process window opens.


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Note: Depend on the process type you added, the Edit Process mode will change.

When create a process to a job by dragging a process in Process Configuration pane

to the Job workspace, a copy of this process is created and added to job. So editing this

copy only effect to it within the job, not effect to the main process in Process

Configuration pane.

4. You are now ready to make necessary changes to the process.


6. Click on Close to close the Edit Process window and return to Processing workspace.

8.3. Running a Process

1. Highlight and select a predefined process.

2. Click Run Process button on the Job Toolbar or right-click the process name and click Run

Process.

3. The process status is running on the Status bar in the Job workspace.


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Run process on Server

EZConnect is now support to run directly the process from server. It is recommended that the

schedule for the process must configure before running process on server. To set the schedule for

the process:

1. Choose the process you want to run on server, click Run Process On Server button on the Job Toolbar or right-click the process name and click Run Process On Server.

Note: Before running a process on server, job must be connected to server first.

2. The confirm dialog opens when run the process successfully.

3. The process status is running on the Status bar in the Job workspace.

8.4. Deleting a Process 1. Highlight and select a predefined process.

2. Right click the process name, click Delete Process.

3. The Confirm Process Delete dialog opens.

Yes - Deletes the process.

No - Closes confirmation window without deleting process.


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8.5. Opening Log File

Open Log File on Client

1. Select a predefined process.

2. On the Process Designer toolbar, click Open Log on Client. Or right-click the process

name in the Job workspace and then click Open Client Log.

3. There is a list of log files created. Select a file then click Open. Or click Open With… to

choose a program to open log file.

Open Log File on Server


2. On the Process Designer toolbar, click Open Log on Server. Or right-click the process

name in the Job workspace and then click Open Server Log.

3. There is a list of log files created in date order. Select a file then click Open. Click Open

With... to choose a program to open log file.

Open Error Log File

On Client - Open log files of process contain errors after running this process on client

machine.


2. On the Process Designer toolbar, click Open Error Log on Client. Or right-click an error process and click Open Error Log on Client.

3. There is a list of log files created in date order. Select a file then click Open. Click Open With... to choose a program to open log file.

On Server - Open log files of process contain errors after running this process on server

machine.


2. On the Process Designer toolbar, click Open Error Log on Server. Or right-click an

error process and click Open Error Log on Server.

3. There is a list of log files created in date order. Select a file then click Open. Or click

Open With... to choose a program to open log file.

8.6. Showing Tracking 1. Select a predefined process.

2. On the Process Designer toolbar, click Show Tracking of EDI, XML, FF. Depend on each kind

of process, the Show Tracking icon of schema EDI, XML, FF are activated.


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-OR-

Right-click a process name and click Show Tracking of EDI, XML, FF.

3. The tracking of process opens in Tracking workspace directly.

8.7. Setup an External Process

1. Select Process Designer in the Toolbar or go to Operation > Process Designer on Main Menu Bar

or click Process Designer on Operation section of Main Menu Tree to open Process Designer workspace.


3. The Add Process window opens, fill in the process name in Process Name field and select the External Component checkbox.



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8.8. Setup EZConnect Components

1. On the toolbar, select Process Designer. Or on the Operation menu, click Process Designer.

Or on Operation section of Main Menu Tree, click Process Designer to open Process

Designer workspace.


3. The Add Process window opens. Fill in the process name in Process Name field. Select the

checkbox, then select component you want in the combo box.


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4. On Action menu, click Save to continue process configuration.


6. On the Action menu, click Save to save the information.

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How to manage User Account

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9. How to manage User Account User Management Operations such as adding new users and assigning them roles, editing the

existing users and deleting the user could be performed only by the Administrators. Other three

types of users do not have this privilege.

Administrators can create as many users as required and define appropriate roles for the user.

From the Settings >> User Account Setup tab, administrators can:

View all the existing users

Create new users

Delete an existing user

9.1. Viewing all existing users 1. Click "User Account Setup" tab on the Settings window.

2. The list of users will be displayed with respective IDs and login names.

9.2. Creating new user 1. Click "User Account Setup" tab on the Settings window.

2. In the UI that opens, click the "Add" button.

3. The Account Information window opens.

4. Enter the desired login name in Username field; this name will be used to log in to the

EZConnect interface.

5. Enter the password in the Password field; the password should be at least 5 characters long.

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6. Click Save. The new user account has been created and displayed immediately in User List Grid.

9.3. Deleting a selected user

1. Click "User Account Setup" tab on the Settings window.

2. The list of users will be displayed with respective IDs and login names.

3. Highlight the selected user you want to delete.

4. Click Delete button to delete the selected user. The User Delete Confirmation dialog opens.

5. Click Yes. The user will be removed from EZConnect system.

6. Click No to close the Confirmation dialog and returns to Settings - User Account Setup

window.

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How to setup Email Configurations

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10. How to setup Email Configurations

Before you can use your email account you must set up your email program. The following links

give step-by-step instructions for setting up most common mail programs. Please select the link

appropriate to the software you are using:

The outgoing mail server (SMTP) cannot verify who you are and will not allow you to send mail.

You will need to change your outgoing mail (SMTP) settings to use your UH Username and

password for authentication.

1. On the Tools menu, select Settings...or click Settings on Tools section in Main Menu Tree

2. The Settings interface opens

3. Click on Email Config tab

4. In Server Information panel:

Fill in the Outgoing Server (SMTP) text box.

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Select Server (SMTP) requires authentication

Enter the Outgoing Server Port.

Select This server requires a secure connection (SSL)

Under Server Timeouts, move the slider toward the timeout.

5. In Logon Information panel:

In the User Name text box, type your account name. Do not include @xxx.com.

In the Password text box, type your account password.

6. In Testing panel, enter Test Email address then click Send Test Email button for checking.

7. Click OK to save the email settings and closes the Settings interface.

8. Click Cancel to close the Settings interface without saving changes.

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How to track Document

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11. How to track Document Use the following instructions to track of missing or late documents within EZConnect:

1. Open Tracking workspace by select Tracking in the Toolbar or go to Operation > Tracking

on Main Menu Bar or click Tracking on Operation section of Main Menu Tree.

2. In the Tracking Search pane:

3. In Common panel, set the common search criteria including:

Trading Partner

Document Type

From Date

To Date

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Direction

Status

4. Click on the Advanced Search link to set the appropriately advanced search criteria including

advanced EDI, XML and Flat File.

5. Click Search button to apply the selected search criteria to the documents. <See sample tracking

search result>

6. Click on each item to view detail input information about the document highlighted on the

Search Results Grid

7. Click Clear button to clear all search criteria.

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How to manage Report

318

12. How to manage Report

View reports

Print reports

Export reports

12.1. View reports

1. Open Reporting workspace. The Report workspace provides details on the configured

information including Trading Partner, Maps and Dictionary-Schemas.

2. In the Report pane, select the appropriate report panel you want to view and choose report

criteria.

3. Click View button to see the detail report based on your selected information.


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12.2. Print reports

Printing a Complete Set of any Report Type

After selecting the report type you want to print, select the print icon in the Report toolbar to

print the report as shown in figure above. A standard print dialog box will appear similar to the

one shown in figure below. Simply leave the “All” Print range selected and press the button

Print Options Window

Printing a Specific Section of the Reports

After selecting the report type you want to print, identify the first and last page of the reports you

want. Find the number of the first page by selecting the population within a group such as Female

in the Gender section of the preview tree. In the current page box above the “preview” tab, the

current page number is displayed.

To find the last page number of the section you want to print, select group in the the section after

the section you want to print. Once the report refreshes, press the left arrow to move back to the


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last page of the section you want.

Enter the page numbers in the Print range “Pages” boxes in the print dialog box and press button.

12.3. Export reports 1. Click on the Export icon in the Report toolbar.

2. The Export Report window opens.

3. Select the desired format from the “Save as type:” drop down list.

4. Fill in the file name in File name: field

5. Travel to the location you wish the save the file to and click the “Save”.

6. You can now go to that location on your computer and open the file.

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How To Create Global Function

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13. How To Create Global Function

Global Function Editor is used to create definitions of new functions that can be accessed by

any Map within EZConnect.

1. On the Tools menu, click Global Function Editor...or on Tools section in Main Menu Tree, click Global Function Editor.

2. The Global Function Editor interface opens

3. Click Add button to active all fields for starting defining new function.

How To Manage Email Template

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14. How To Manage Email Template

Email Template helps to reduce time for composing a same format of email because it allows to

create templates that can be reused at any time.

1. On the Tools menu, click Email Template or on Tools section in Main Menu Tree, click Email

Template.

2. The Email Template workspace opens.

3. To manage Email Template, use Email Template toolbar or right-click a template name in Email Template workspace.

Using the Toolbox

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15. Using the Toolbox Here is a reference list of common Toolbox tasks and how to do them:

To Complete the following steps

Open the Toolbox From the View menu, select Toolbox.

Make the Toolbox close

automatically

Open the Toolbox. Right click on the Toolbox panel, select Autohide.

Make the Toolbox stay open Open the Toolbox. Right click on the Toolbox panel, clear Autohide.

Move the Toolbox to a

different location

Open the Toolbox. Right click on the Toolbox panel, clear Autohide,

select Floating. Drag the Toolbox to the desired location.

Expand a Toolbox tab Select the name of the desired tab in the Toolbox.

Scroll through an expanded

list of items on a Toolbox

tab

Click the UP triangle at the top of the expanded list, or the DOWN

triangle at the bottom of the list.

Move an item from one

Toolbox tab to another

Drag the item from the expanded Toolbox tab onto the name of another

tab.

Change the position of a tab

in the Toolbox

Drag the Toolbox tab to the new location preferred, and release the

mouse.

Change the position of an

item on an expanded

Toolbox tab

Drag the item to the new location preferred, and release the mouse.

Rename a Toolbox item Select the Toolbox item and choose Rename Item from its shortcut menu.

How to add items to Code Pane window

Drag and drop code macro items from Toolbox panel into Code Pane window

As illustrated below, the code macro item FUNC.Trim(DB.Shippers.ShipperName) is

Using the Toolbox

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drag and drop in Code Pane window. The following code will be appeared in Code Pane

with the syntax below. See the Database to XML mapping for illustration.

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