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Oracle® Application Server ProcessConnect User's Guide
10g (9.0.4)

Part Number B12121-01
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26
Managing Trading Partners and Trading Partners Agreements

This chapter describes the trading partner and trading partner agreement tasks required to design an integration between enterprises.

This chapter contains these topics:

Trading Partner Agreement Overview

The Oracle Application Server ProcessConnect user interface tool enables you to perform the trading partner and trading partner agreement management tasks required for integrations between enterprises. These tasks consist of creating, adding, viewing, updating, removing, and deleting profile data. A minimum of two agreement types must be defined for the host trading partner to conduct business:

If you have more than two trading partners, additional agreements can also be defined.

See Also:

Trading Partner Agreement

Table 26-1 describes the profile data shown in Figure 26-1 and provides references for more details. You must perform these tasks to define the trading partners and trading partner agreement of an integration.

Figure 26-1 Trading Partner and Trading Partner Agreement Management Tasks

Text description of tpsa.gif follows

Text description of the illustration tpsa.gif

Table 26-1  Trading Partner and Trading Partner Agreement Management Tasks
Key Component Description See Section...

1

Host trading partner

The company in which Oracle Application Server ProcessConnect is installed (for example, CompanyXYZ). As the host trading partner, you must define your company's trading partner identification, organization, cooperation, delivery, security, and endpoint capabilities.

Chapter 25, "Managing Host and Remote Trading Partner Capabilities"

2

Remote trading partner

The company with which the host trading partner wants to conduct business (for example, CompanyABC123).

The remote trading partner does not require access to the Oracle Application Server ProcessConnect user interface tool. Instead, the host trading partner consults with the remote trading partner to obtain the necessary details and defines their identification, organization, cooperation, delivery, security, and endpoint capabilities.

"Creating Remote Trading Partner Identification"

Chapter 25, "Managing Host and Remote Trading Partner Capabilities"

3

Trading partner agreement

The host trading partner creates a trading partner agreement (for example, trading partner agreement ABC123_to_XYZ).

"Managing Trading Partner Agreements"

4

Trading partner agreement participants

The host trading partner assigns both itself and the remote trading partner as participants to a trading partner agreement (for example, it assigns host trading partner CompanyXYZ and remote trading partner CompanyABC123 to trading partner agreement ABC123_to_XYZ).

"Managing Trading Partner Agreement Participants"

5

Trading partner agreement native role

The host trading partner assigns their own native role to the trading partner agreement (for example, it assigns native role PC_Seller to trading partner agreement ABC123_to_XYZ). The native role implements the host trading partner's behavior.

"Managing Native Roles in Trading Partner Agreements"

After you create your trading partners and trading partner agreement, you validate and officially approve them before including them in a deployed configuration.

See Also:

Application Agreement

You must also create an application agreement between the host trading partner (CompanyXYZ) and its host back-end application (Back_application_1), as shown in Figure 26-2.

Figure 26-2 Application and Application Agreement Management Tasks

Text description of tps2.gif follows

Text description of the illustration tps2.gif

When complete, you have two agreements for an integration between enterprises:

Managing Remote Trading Partners

The Oracle Application Server ProcessConnect user interface tool enables you to perform the remote trading partner management tasks shown in Figure 26-3. The remote trading partner is the party outside of the enterprise of the host trading partner (and its installation of Oracle Application Server ProcessConnect). These tasks are described in detail in this section.

Figure 26-3 Remote Trading Partner Management Tasks

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Table 26-2 identifies the remote trading partner management tasks shown in Figure 26-3 and provides references to procedures for performing these tasks.

Table 26-2  Remote Trading Partner Management Tasks
Page Elements Management Task First See Section... Then See Section...

Shortcuts section in Trading Partners page of Figure 26-3

Take a shortcut to create a remote trading partner agreement

"Accessing Trading Partner Agreement Management Tasks"

"Creating a Trading Partner Agreement"

Create button of Trading Partners page of Figure 26-3

Create a remote trading partner

"Accessing Remote Trading Partner Management Tasks"

"Creating a Remote Trading Partner"

Delete column of Trading Partners page of Figure 26-3

Delete a remote trading partner

 

"Deleting a Remote Trading Partner"

Update column of Trading Partners page of Figure 26-3

Update a remote trading partner

 

"Updating a Remote Trading Partner"

Name column of Trading Partners page of Figure 26-3

(To access the Trading Partner Details page shown in the lower page of Figure 26-3)

View details about a remote trading partner

 

"Viewing a Remote Trading Partner"

Create button in the Trading Partner Identifications section of Figure 26-3

Create remote trading partner identification

 

"Creating Remote Trading Partner Identification"

See Also:

Chapter 25, "Managing Host and Remote Trading Partner Capabilities" for details about the trading partner management tasks available from the Organization, Cooperations, Delivery and Security, and Endpoints sections that appear at the top of the lower page of Figure 26-3

Accessing Remote Trading Partner Management Tasks

Follow these instructions to access the remote trading partner management tasks shown in Figure 26-3:

To access remote trading partner management tasks:

  1. Select the Profiles tab.

  2. Select the Trading Partners tab.

    The Trading Partners page appears.

  3. Select a task to perform and see the referenced section for instructions:

    To... Then... See Section...

    Create a remote trading partner

    Click Create.

    "Creating a Remote Trading Partner"

    Delete a remote trading partner

    Select a specific trading partner in the Delete column.

    "Deleting a Remote Trading Partner"

    Update a remote trading partner

    Select a specific trading partner in the Update column.

    "Updating a Remote Trading Partner"

    View details about a remote trading partner

    Select a specific trading partner name in the Name column.

    "Viewing a Remote Trading Partner"

    Create remote trading partner identifications

    Select a specific remote trading partner name in the Name column to which to add remote trading partner identification, organization, cooperation, delivery, security, and endpoint capabilities.

    "Creating Remote Trading Partner Identification"

Creating a Remote Trading Partner

Follow these instructions to create a remote trading partner:

To create a remote trading partner:

  1. Ensure that you followed the instructions in "Accessing Remote Trading Partner Management Tasks" to access the page for creating a remote trading partner.

    The Create Trading Partner page appears.

  2. Enter the following details to create a remote trading partner. An asterisk (*) indicates a required field.

    Field Description

    Name *

    Enter a unique and recognizable name for the remote trading partner.

    Description

    Enter a description for the remote trading partner.

  3. Click Apply.

    The remote trading partner is created and the Trading Partner Details page for the new remote trading partner appears. Links to the Organization, Cooperations, Delivery and Security, and Endpoints sections also display at the top of the page.


    Note:

    You do not need to create a host trading partner. The host trading partner automatically exists. The name for the host trading partner appears on the Host - name page when you click the Host tab. When you add a participant to a trading partner agreement in "Adding Trading Partner Agreement Participants", both the remote trading partner and the host trading partner are selectable as possible participants in the agreement.


    See Also:

    Chapter 25, "Managing Host and Remote Trading Partner Capabilities" for details about the trading partner management tasks available from the Organization, Cooperations, Delivery and Security, and Endpoints sections

Deleting a Remote Trading Partner

Follow these instructions to delete a remote trading partner:

To delete a remote trading partner:

  1. Ensure that you followed the instructions in "Accessing Remote Trading Partner Management Tasks" to access the page for deleting a remote trading partner.

  2. Click Yes when prompted to delete a remote trading partner.

    The remote trading partner is deleted and the Trading Partners page appears.

Updating a Remote Trading Partner

Follow these instructions to update a remote trading partner:

To update a remote trading partner:

  1. Ensure that you followed the instructions in "Accessing Remote Trading Partner Management Tasks" to access the page for updating a remote trading partner.

    The Update Trading Partner page appears.

  2. Make appropriate changes. (See Step 2 for a list of fields you can update.)

  3. Click Apply.

    The remote trading partner is updated and the Trading Partners Details page for the updated remote trading partner appears.

Viewing a Remote Trading Partner

Follow these instructions to view details about a specific remote trading partner:

To view a remote trading partner:

  1. Ensure that you followed the instructions in "Accessing Remote Trading Partner Management Tasks" to access the page for viewing a remote trading partner.

    The Trading Partner Details page for the selected remote trading partner appears.

    Text description of details_trading_partner.gif follows.

    Text description of the illustration details_trading_partner.gif

  2. View specific details, including the following:

    • Trading partner identification type and value of the remote trading partner

    • Persons assigned to approve the profile data of this remote trading partner

    • Agreements with which this remote trading partner is associated

    This page, as with the Trading Partners page shown in the upper page of Figure 26-3, enables you to delete or update the selected remote trading partner.

    Links to the Organization, Cooperations, Delivery and Security, and Endpoints sections also display at the top of the page. See the following sections for instructions on defining this profile data for the remote trading partner.

    For... See Section...

    Organization tasks

    "Managing Organizations"

    Cooperations tasks

    "Managing Cooperations"

    Delivery and Security tasks

    "Managing Delivery and Security"

    Endpoint tasks

    "Managing Endpoints"

  3. Click Return to List to return to the Trading Partners page.

    See Also:

Creating Remote Trading Partner Identification

Follow these instructions to create remote trading partner identification and define trading partner capabilities, such as organization, cooperations, delivery, security, and endpoints.

This profile data must be defined for all trading partners participating in a trading partner agreement (for example, the host trading partner with Oracle Application Server ProcessConnect installed in their enterprise and all remote trading partner participants located in other enterprises).

To create remote trading partner identification:

  1. Ensure that you followed the instructions in "Accessing Remote Trading Partner Management Tasks" to access the page for creating trading partner identification.

    The Trading Partner Details page for the selected trading partner appears.

  2. Go to the Trading Partner Identifications section. (See the lower page of Figure 26-3.)

  3. Click Create.

    The Create Trading Partner Identification page displays the fields for creating trading partner identification.

  4. See "Creating Trading Partner Identification" for trading partner identification creation instructions.

Managing Trading Partner Agreements

The Oracle Application Server ProcessConnect user interface tool enables you to perform the trading partner agreement management tasks shown in Figure 26-4. The trading partner agreement defines the way in which the host and remote trading partners agree to interact when performing an agreed-on business collaboration. These tasks are described in detail in this section.

Figure 26-4 Trading Partner Agreement Management Tasks

Text description of list_tp_agreements.gif follows.

Text description of the illustration list_tp_agreements.gif

Table 26-3 identifies the trading partner agreement management tasks shown in Figure 26-4 and provides references to procedures for performing these tasks.

Table 26-3  Trading Partner Agreement Management Tasks
Page Elements Management Task First See Section... Then See Section...

Shortcut section of Figure 26-4

Take a shortcut to create a trading partner

"Accessing Remote Trading Partner Management Tasks"

"Creating a Remote Trading Partner"

Create button of Figure 26-4

Create a trading partner agreement

"Accessing Trading Partner Agreement Management Tasks"

"Creating a Trading Partner Agreement"

Delete column of Figure 26-4

Delete a trading partner agreement

 

"Deleting a Trading Partner Agreement"

Update column of Figure 26-4

Update a trading partner agreement

 

"Updating a Trading Partner Agreement"

Name column of Figure 26-4

View details about a trading partner agreement

 

"Viewing a Trading Partner Agreement"

Accessing Trading Partner Agreement Management Tasks

Follow these instructions to access the trading partner agreement management tasks shown in Figure 26-4:

To access trading partner agreement management tasks:

  1. Select the Profiles tab.

  2. Select the Agreements tab.

  3. Select Trading Partner Agreements.

    The Trading Partner Agreements page appears. (See Figure 26-4.)

  4. Select a task to perform and see the referenced section for instructions:

    To... Then... See Section...

    Create a trading partner agreement

    Click Create.

    "Creating a Trading Partner Agreement"

    Delete a trading partner agreement

    Select a specific trading partner agreement in the Delete column.

    "Deleting a Trading Partner Agreement"

    Update a trading partner agreement

    Select a specific trading partner agreement in the Update column.

    "Updating a Trading Partner Agreement"

    View details about a trading partner agreement

    Select a specific trading partner agreement in the Name column.

    "Viewing a Trading Partner Agreement"

Creating a Trading Partner Agreement

Follow these instructions to create a trading partner agreement:

To create a trading partner agreement:

  1. Ensure that you followed the instructions in "Accessing Trading Partner Agreement Management Tasks" to access the page for creating a trading partner agreement.

    The Create Agreement screen appears.

  2. Enter the following details to create a trading partner agreement. An asterisk (*) indicates a required field.

    Field Description

    Name *

    Enter a unique and recognizable name for the trading partner agreement.

    Agreement Id

    Enter an agreement identifier. This field is mandatory if you want to include this trading partner agreement in a deployed configuration.

    Description

    Enter a description for the trading partner agreement.

    Effective From Date

    Select the calendar icon to enter an agreement beginning date. If no date is specified, the agreement is always effective.

    Effective To Date

    Select the calendar icon to enter an agreement ending date. If no date is specified, the agreement is always effective.

    Invocation Limit

    Enter a value for the maximum number of times the collaboration can be invoked. If you do not enter a value, there is no limit on the number of invocations.

    Concurrent Conversations

    Enter a value for the maximum number of concurrent collaboration instances that can be in progress.

  3. Click Apply.

    The trading partner agreement is created and the Agreement Details page for the new trading partner agreement appears.

Deleting a Trading Partner Agreement

Follow these instructions to delete a trading partner agreement:

To delete a trading partner agreement:

  1. Ensure that you followed the instructions in "Accessing Trading Partner Agreement Management Tasks" to access the page for deleting a trading partner agreement.

  2. Click Yes when prompted to delete a trading partner agreement.

    The trading partner agreement is deleted and the Trading Partner Agreements page appears.

Updating a Trading Partner Agreement

Follow these instructions to update a trading partner agreement:

To update a trading partner agreement:

  1. Ensure that you followed the instructions in "Accessing Trading Partner Agreement Management Tasks" to access the page for updating a trading partner agreement.

    The Update Agreement page appears.

  2. Make appropriate changes. (See Step 2 for a list of fields you can update.)

  3. Click Apply.

    The agreement is updated and the Agreement Details page for the updated trading partner agreement appears.

Viewing a Trading Partner Agreement

Follow these instructions to view details about a specific trading partner agreement:

To view a trading partner agreement:

  1. Ensure that you followed the instructions in "Accessing Trading Partner Agreement Management Tasks" to access the pages for viewing a trading partner agreement.

    The Agreement Details page for the selected trading partner agreement appears.

    Text description of details_tp_agreements.gif follows.

    Text description of the illustration details_tp_agreements.gif

  2. View specific details, including the trading partner participants and native role of the trading partner agreement, and persons assigned to approve the profile data of this trading partner agreement. This page, as with the Trading Partner Agreements page shown in Figure 26-4, enables you to delete or update a trading partner agreement.

    The state is Draft for this agreement (See the Details section). Depending on the current state of an agreement, different buttons and additional sections can also display. If the state is Pending Approval, the Validate button is replaced with the Send for Approval button. If the state is Approved, no button displays.

  3. Click Return to List to return to the Trading Partner Agreements page.

    See Also:

    These sections for instructions on performing the following tasks:

Managing Trading Partner Agreement Participants

The Oracle Application Server ProcessConnect user interface tool enables you to perform the trading partner agreement participant management tasks shown in Figure 26-5. You assign both the host and remote trading partners to the trading partner agreement as participants in the agreement. These tasks are described in detail in this section.

Figure 26-5 Trading Partner Agreement Participant Management Tasks

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Text description of the illustration tps8.gif

Table 26-4 identifies the trading partner agreement participant management tasks shown in Figure 26-5 and provides references to procedures for performing these tasks.

Table 26-4  Trading Partner Agreement Participant Management Tasks
Page Elements Management Task First See Section... Then See Section...

Add button of Trading Partner Participants section of Figure 26-5

Add trading partner agreement participants

"Accessing Trading Partner Agreement Participant Management Tasks"

"Adding Trading Partner Agreement Participants"

Remove column of Trading Partner Participants section of Figure 26-5

Remove a trading partner agreement participant

 

"Removing a Trading Partner Agreement Participant"

Update column of Trading Partner Participants section of Figure 26-5

Update a trading partner agreement participant

 

"Updating a Trading Partner Agreement Participant"

Name column of Trading Partner Participants section of Figure 26-5

(To access the Trading Partner Participant Details page shown in the lower page of Figure 26-5)

View details about a trading partner agreement participant

 

"Viewing a Trading Partner Agreement Participant"

Add button of Delivery Channels Used section of Figure 26-5

Add a delivery channel to a trading partner agreement participant

 

"Adding a Delivery Channel to a Trading Partner Agreement Participant"

Remove column of Delivery Channels Used section of Figure 26-5

Remove a delivery channel from a trading partner agreement participant

 

"Removing a Delivery Channel from a Trading Partner Agreement Participant"

Update column of Delivery Channels Used section of Figure 26-5

Update a delivery channel of a trading partner agreement participant

 

"Updating a Delivery Channel of a Trading Partner Agreement Participant"

Name column of Delivery Channels Used section of Figure 26-5

View details about a delivery channel of a trading partner agreement participant

 

"Viewing a Delivery Channel of a Trading Partner Agreement Participant"

Accessing Trading Partner Agreement Participant Management Tasks

Follow these instructions to access the trading partner agreement participant management tasks shown in Figure 26-5:

To access trading partner agreement participant management tasks:

  1. Select the Profiles tab.

  2. Select the Agreements tab.

  3. Select Trading Partner Agreements.

    The Trading Partner Agreements page appears. (See Figure 26-4.)

  4. Select a specific trading partner agreement in the Name column.

    The Agreement Details page for the selected trading partner agreement appears. (See the upper page of Figure 26-5.)

  5. Go to the Trading Partner Participants section.

  6. Select a task to perform and see the referenced section for instructions:

    To... Then... See Section...

    Add trading partner agreement participants

    Click Add.

    "Adding Trading Partner Agreement Participants"

    Remove a trading partner agreement participant

    Select a specific trading partner agreement participant in the Remove column.

    "Removing a Trading Partner Agreement Participant"

    Update a trading partner agreement participant

    Select a specific trading partner agreement participant in the Update column.

    "Updating a Trading Partner Agreement Participant"

    View details about a trading partner agreement participant

    Select a specific trading partner agreement participant name in the Name column.

    "Viewing a Trading Partner Agreement Participant"

    Add a delivery channel to a trading partner agreement participant

    Select a specific trading partner agreement participant name to which to add a delivery channel in the Name column.

    "Adding a Delivery Channel to a Trading Partner Agreement Participant"

    Remove a delivery channel from a trading partner agreement participant

    Select a specific trading partner agreement participant name for which to remove a delivery channel in the Name column.

    "Removing a Delivery Channel from a Trading Partner Agreement Participant"

    Update a delivery channel of a trading partner agreement participant

    Select a specific trading partner agreement participant name for which to update a delivery channel in the Name column.

    "Updating a Delivery Channel of a Trading Partner Agreement Participant"

    View details about a delivery channel of a trading partner agreement participant

    Select a specific trading partner agreement participant name for which to view a delivery channel in the Name column.

    "Viewing a Delivery Channel of a Trading Partner Agreement Participant"

Adding Trading Partner Agreement Participants

Follow these instructions to add the host and remote trading partners as participants in a trading partner agreement:

To add trading partner agreement participants:

  1. Ensure that you followed the instructions in "Accessing Trading Partner Agreement Participant Management Tasks" to access the page for adding trading partner agreement participants.

    The Add Trading Partner Participant page appears.

  2. Enter the following details to add the first trading partner agreement participant. An asterisk (*) indicates a required field.

    Field Description

    Trading Partner *

    Select the name of the trading partner agreement participant.

    For a remote trading partner, this is the trading partner created in "Creating a Remote Trading Partner".

    The host trading partner name that displays in this list is the name that appears on the Host - name page when you click the Host tab.

    Trading Partner Identification *

    Select the trading partner agreement identification. If no selections are available, you must first create trading partner identification.

    For a remote trading partner, this is the identification type you create in "Creating Remote Trading Partner Identification".

    For a host trading partner, this is the identification type you create in "Creating Trading Partner Identification".

    Supported Actor*

    Select the trading partner agreement participant's role (for example, select buyer - 3A4 - V02.00 if the participant is acting as the buyer). If no selections are available, you must first create a supported actor.

    For both remote and host trading partners, this is the supported actor role you select in "Creating a Supported Actor".

    See Also: Step 2 for a definition of the sections (for example, buyer - 3A4 - V02.00) comprising the agreement participant's role.

  3. Click Apply.

    The trading partner agreement participant is added and the Trading Partner Participant Details page for the new trading partner agreement participant appears.

  4. Click Return to List at the bottom of the page.

  5. Return to the Trading Partner Participants section.

  6. Click Add.

  7. Repeat Step 2 and Step 3 to add an additional trading partner participant. For example, if you initially added the host trading partner as a participant, add the remote trading partner as a participant this time.

Removing a Trading Partner Agreement Participant

Follow these instructions to remove a trading partner agreement participant:

To remove a trading partner agreement participant:

  1. Ensure that you followed the instructions in "Accessing Trading Partner Agreement Participant Management Tasks" to access the page for removing a trading partner agreement participant.

  2. Click Yes when prompted to remove a trading partner agreement participant.

    The trading partner agreement participant is removed and the Agreement Details page for the selected agreement appears.

Updating a Trading Partner Agreement Participant

Follow these instructions to update a trading partner agreement participant:

To update a trading partner agreement participant:

  1. Ensure that you followed the instructions in "Accessing Trading Partner Agreement Participant Management Tasks" to access the page for updating a trading partner agreement participant.

    The Update Trading Partner Participant page appears.

  2. Make appropriate changes. (See Step 2 for a list of fields you can update.)

  3. Click Apply.

    The trading partner agreement participant is updated and the Trading Partner Participant Details page for the selected trading partner agreement participant appears.

Viewing a Trading Partner Agreement Participant

Follow these instructions to view details about a specific trading partner agreement participant:

To view a trading partner agreement participant:

  1. Ensure that you followed the instructions in "Accessing Trading Partner Agreement Participant Management Tasks" to access the page for viewing a trading partner agreement participant.

    The Trading Partner Participant Details page for the selected trading partner agreement participant appears.

    Text description of this figure follows.

    Text description of the illustration details_trading_partner_part.gif

  2. View specific details, including the delivery channel used by the trading partner participant, the identification value, and the supported actor.

    This page, as with the Agreement Details page shown in the upper page of Figure 26-5, enables you to remove or update the selected trading partner agreement participant.

  3. Click Return to List to return to the Agreement Details page for the selected trading partner agreement.

Adding a Delivery Channel to a Trading Partner Agreement Participant

Follow these instructions to add a delivery channel to a trading partner agreement participant. The delivery channel describes whether security characteristics such as nonrepudiation and encryption are required. The delivery channel also identifies one transport and one document exchange.


Note:

A delivery channel must already be created before you can add it to a trading partner participant.


To add a delivery channel to a trading partner agreement participant:

  1. Ensure that you followed the instructions in "Accessing Trading Partner Agreement Participant Management Tasks" to access the page for adding a delivery channel to a trading partner agreement participant.

    The Trading Partner Participant Details page for the selected trading partner agreement participant appears.

  2. Go to the Delivery Channels Used section. (See the lower page of Figure 26-5.)

  3. Click Add.

    The Add Participant Delivery Channel page appears.

  4. Select a delivery channel from the available list. If no selections are available, you must first create a delivery channel by following the instructions in "Creating a Delivery Channel".

  5. Click Apply.

You are returned to the Trading Partner Participant Details page for the selected trading partner participant.

Removing a Delivery Channel from a Trading Partner Agreement Participant

Follow these instructions to remove a delivery channel from a trading partner agreement participant:

To remove a delivery channel from a trading partner agreement participant:

  1. Ensure that you followed the instructions in "Accessing Trading Partner Agreement Participant Management Tasks" to access the page for removing a delivery channel from a trading partner agreement participant.

    The Trading Partner Participant Details page for the selected trading partner agreement participant appears.

  2. Go to the Delivery Channels Used section. (See the lower page of Figure 26-5.)

  3. Select a specific delivery channel in the Remove column.

  4. Click Yes when prompted to remove a trading partner delivery channel.

    The delivery channel is removed and you are returned to the Trading Partner Participant Details page for the selected trading partner participant.

Updating a Delivery Channel of a Trading Partner Agreement Participant

Follow these instructions to update a delivery channel of a trading partner agreement participant:

To update a delivery channel of a trading partner agreement participant:

  1. Ensure that you followed the instructions in "Accessing Trading Partner Agreement Participant Management Tasks" to access the page for updating a delivery channel of a trading partner agreement participant.

    The Trading Partner Participant Details page for the selected trading partner agreement participant appears.

  2. Go to the Delivery Channels Used section. (See the lower page of Figure 26-5.)

  3. Select a specific delivery channel in the Update column.

    The Update Participant Delivery Channel page appears.

  4. Make appropriate changes. (See Step 4 for a list of fields you can update.)

  5. Click Apply.

    The trading partner agreement participant is updated and the Trading Partner Participant Details page for the selected trading partner agreement participant delivery channel appears.

Viewing a Delivery Channel of a Trading Partner Agreement Participant

Follow these instructions to view details about a delivery channel of a trading partner agreement participant:

To view a delivery channel of a trading partner agreement participant:

  1. Ensure that you followed the instructions in "Accessing Trading Partner Agreement Participant Management Tasks" to access the page for viewing a delivery channel of a trading partner agreement participant.

    The Trading Partner Participant Details page for the selected trading partner agreement participant appears.

  2. Go to the Delivery Channels Used section. (See the lower page of Figure 26-5.)

  3. Select a specific delivery channel in the Name column.

    The Participant Delivery Channel Details page for the selected trading partner agreement participant delivery channel appears.

    Text description of details_tp_dc.gif follows.

    Text description of the illustration details_tp_dc.gif

  4. View specific details.

    This page, as with the Trading Partner Participant Details page shown in the lower page of Figure 26-5, enables you to remove or update the delivery channel of the selected trading partner agreement participant.

  5. Click Return to List to return to the Trading Partner Participant Details page for the selected trading partner agreement.

Managing Native Roles in Trading Partner Agreements

The Oracle Application Server ProcessConnect user interface tool enables you to perform the trading partner agreement native role management tasks shown in Figure 26-6. The native role implements the trading partner's behavior. You assign the native role of the host trading partner to the trading partner agreement. These tasks are described in detail in this section.

Figure 26-6 Trading Partner Agreement Native Role Management Tasks

Text description of tps9.gif follows

Text description of the illustration tps9.gif

Table 26-5 identifies the trading partner agreement native role management tasks shown in Figure 26-6 and provides references to procedures for performing these tasks.

Table 26-5  Trading Partner Agreement Native Role Management Tasks
Page Elements Management Task First See Section... Then See Section...

Add button of Native Roles section

Adding a trading partner agreement native role

"Accessing Trading Partner Agreement Native Role Management Tasks"

"Adding a Trading Partner Agreement Native Role"

Remove column of Native Roles section

Removing a trading partner agreement native role

 

"Removing a Trading Partner Agreement Native Role"

See Also:

"Native Roles" for conceptual details

Accessing Trading Partner Agreement Native Role Management Tasks

Follow these instructions to access the trading partner agreement native role management tasks shown in Figure 26-6:

To access trading partner agreement native role management tasks:

  1. Select the Profiles tab.

  2. Select the Agreements tab.

  3. Select Trading Partner Agreements.

    The Trading Partner Agreements page appears.

  4. Select a specific trading partner agreement in the Name column.

    The Agreement Details page for the selected trading partner agreement appears. (See Figure 26-6.)

  5. Go to the Native Roles section.

  6. Select a task to perform and see the referenced section for instructions:

    To... Then... See Section...

    Add a trading partner agreement native role

    Click Add.

    "Adding a Trading Partner Agreement Native Role"

    Remove a trading partner agreement native role

    Select a specific trading partner agreement native role in the Remove column.

    "Removing a Trading Partner Agreement Native Role"

Adding a Trading Partner Agreement Native Role

Follow these instructions to add a native role to a trading partner agreement:


Note:

A native role for the host trading partner must already be created before you can add it to a trading partner agreement.


To add a trading partner agreement native role:

  1. Ensure that you followed the instructions in "Accessing Trading Partner Agreement Native Role Management Tasks" to access the page for adding a trading partner agreement native role.

    The Add Native Role page appears.

  2. Select a native role from the Native Role list.

  3. Click Apply.

    The trading partner agreement native role is assigned to the trading partner agreement and the Agreement Details page for the selected trading partner agreement appears.

    See Also:

    "Creating a Role" to manually create a native role or Chapter 9, "Creating Metadata with the Modeling Wizards" to automatically create a native role along with other modeling metadata

Removing a Trading Partner Agreement Native Role

Follow these instructions to remove a trading partner agreement native role:

To remove a trading partner agreement native role:

  1. Ensure that you followed the instructions in "Accessing Trading Partner Agreement Native Role Management Tasks" to access the page for removing a trading partner agreement native role.

  2. Select Yes when prompted to remove a trading partner agreement native role.

    The trading partner agreement native role is removed and the Agreement Details page for the selected trading partner agreement appears.

Managing Trading Partner and Agreement Validation and Approval

After completing the tasks described previously in this chapter, the profile data of trading partners (such as trading partner identification or supported actor characteristics) and trading partner agreements (such as the participants, native role, and delivery channel characteristics) must be validated and approved before it can be included in a deployed configuration. Approval typically involves assigning persons to approve the profile data, exporting the profile data to XML files, and submitting the files to the assigned approvers for review and eventual approval. The validation and approval tasks are performed from Validation, Send for Approval, Export, and Approve buttons that display at various stages in the top right sections of the following pages:

Table 26-6 identifies the trading partner and trading partner agreement validation and approval tasks and provides references to procedures for performing these tasks. All tasks with the exception of Task 4 are performed with the Oracle Application Server ProcessConnect user interface tool.

Table 26-6  Trading Partner and Trading Partner Agreement Validation and Approval Tasks
Task See Section...
  1. Validate the trading partner and trading partner agreement

"Validated State for Modeling Metadata and Profile Data"

  1. Select persons to approve the trading partner and trading partner agreement

"Pending Approval State for Profile Data"

  1. Export the trading partner and trading partner agreement to XML files

  2. Send the XML files to persons for approval

"Exporting Profile Data to an XML File"

  1. Specify a date by which by which persons must complete their approval or disapproval of the trading partner and trading partner agreement

"Update the Approver"

  1. Officially approve the trading partner and trading partner agreement when all persons have approved

"Approval State for Profile Data"

Common User Errors

The following are common trading partner and trading partner agreement user errors:

Chapter Summary

This chapter first describes how you create a remote trading partner. You then create a trading partner agreement to which you assign both the host and remote trading partners as participants. You also add a delivery channel to a participant. The native role of the host trading partner must also be assigned to this agreement.


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