Chapter 3   Postinstallation Tasks

This chapter explains how to test your ECXpert installation to be sure it worked, and helps you decide what your next step should be.

The following topics are discussed in this section:

• Testing Your ECXpert Installation



• What's Next?



•  Enabling Support for AIAG E-5 2000



•  Enabling Support for Expanded Data Fields



• Updating Stored Procedures for Billing Code addition

Testing Your ECXpert Installation

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After you have installed ECXpert, it is a good idea to submit a test document to make sure you have installed and configured Oracle and ECXpert correctly.

Follow the steps below to submit a test document using the 810 document from the ECXpert demo data. For more information on the ECXpert demo, refer to Chapter 1 "Preinstallation Tasks."

1. Create a backup copy of the test document.




Enter the following commands:



# cd $NSBASE/NS-apps/ECXpert/maps



# cp Input_810.txt Input810.txt.bak



2. If you have not already done so, start up your web browser now.




You can be logged on as user root, actraadm, or your system user ID. Then, enter the following commands:



$ cd $NSBASE/NS-apps/navigator
$ ./netscape







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Note	The $DISPLAY environment variable must be set correctly or the browser does not run.

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3. If you have not already done so, display the ECXpert Administration home page now.




Open the bookmark to the ECXpert Administration home page, or enter the URL:



http://hostname:port#



The ECXpert main menu screen is displayed as shown in Figure 3-1.

Figure 3-1    iPlanet ECXpert Main Menu

4. Click the Support link to open the Product Administrative Interface Login window as shown in Figure 3-2.

Figure 3-2    Product Administrative Interface Login Window

5. Enter the default user name/password: ECX/ECX.
   

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   Note

   If you are using a browser on Windows NT or Windows 95 to interact with ECXpert, the user interface may not display with the correct colors if your video display settings are at 256 colors. To correct this problem, set your video display to use more colors (for example, High Color - 16 bit, True Color - 24 bit).I

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Figure 3-3    ECXpert Support User Interface Main Screen

When you have entered your login information, click Enter. The ECXpert Support Administrative screen is displayed as shown in Figure 3-3.

Figure 3-4    ECXpert Partnership Administration Screen

6. Retrieve the demo trading partnership.




Click the Partnership tab. The Partnership Administration screen appears, as shown in Figure 3-4.

Figure 3-5    ECXpert Partnership Search Screen

Click Change. The Partnership Search screen appears, as shown in Figure 3-5.

Figure 3-6    Partnership Search Results Screen

Click Search. The Partnership Results screen appears as shown in Figure 3-6.

All of the available partnerships appear in the Partnership Results screen. Select the following partnership:

• Sender - PartnerA   



• Receiver - ECX



• Doc Type - 810



• Version - 003020

Then click Retrieve (or double-click the highlighted partnership).

Figure 3-7    ECXpert Demo Partnership Info Tab

After a short duration with the message `Please Wait.......' displayed, the Partnership Info tab is displayed with the partnership details, as shown in Figure 3-7.

Figure 3-8    ECXpert Demo Partnership Outgoing Protocols Page

7. Click the Protocols Tab to display the Outgoing Protocol page, as shown in Figure 3-8. The default protocol you will see is SMTP.



8. Set up the demo trading partnership to use the FTP Protocol. From the Outgoing Protocol drop-down list, change the default value of SMTP and select FTP.




Enter the following values, shown in Table 3-1, for the other fields on this page:.


Table 3-1    Demo Partnership Protocol Values 

Field Name	Field Description	Enter This Value
Outgoing Protocol	The protocol used to send the outgoing message	FTP
Pre-Communications Service	A custom service to invoke before using this protocol	No value
Delivery Timing	Specifies when messages should be delivered. Immediate - all messages are sent as soon as they are ready to be sent. Scheduled - messages are sent at the time(s) specified via the ECXpert Scheduler	Immediate
Host Name	The name of the FTP server	The name of your FTP server
Port	The IR port number for the FTP server—typically 21	The port number of your FTP server
User Name	User Name for the member	Your username
Account	Account ID for the member	No value
Password	The password for the member's user number or account ID	Your Password
Confirm Password	The password for the member's user number or account ID, entered again for verification	Your Password
Outbound Transfer Mode	The transfer mode used when sending outgoing files	Binary
Outbound dir	The directory where ECXpert's ftp-local-application comm agent will ftp the final, bundled file.	$NSBASE/NS-apps/ECXpert/data/output
Outbound Pattern	The filename that will be used for the final, bundled file, not including the filename extension. This filename will be given an A## extension which will increment each time the Partnership is used to process a file. For example, if you use invoice.data as the outbound pattern, ECXpert will create: invoice.data.A1 invoice.data.A2 invoice.data.A3 and so on	invoice.data
Inbound Dir	A fully qualified pathname for the directory from which ECX will retrieve inbound documents (ftp get)	No value
Inbound Pattern	A pattern (any set of characters) to search for in the Inbound directory. Files matching the pattern are retrieved into ECX; other files are left in the directory. If you leave the field blank, no files are retrieved. You can use any wild-card supported by FTP (like *, for example `PO.*') to pick up multiple files	No value
Inbound File Type	The file type of inbound files. This must match the data type specified in the Service List.	No value

Figure 3-9    Completed Partnership Protocols tab

When you have finished filling in the Protocols tab, it should look similar to Figure 3-9 (with your values for host, port, and user name and account).

9. Click Change. On the verification window that appears, click Yes to verify the change. The change has been made when the Partnership Administration screen is displayed.

Figure 3-10    ECXpert Utilities Window

10. Submit the test document.




Go to the ECXpert Main Menu, and click the Utilities link.



The Utilities screen appears, as shown in Figure 3-10.

Figure 3-11    ECXpert Utilities Document Submission Screen

Click the Document Submission Form link. The Submission Information form appear, as shown in Figure 3-11.

Enter the following information in the Submission Information form:

Table 3-2    Submission Information 

Field Name	Field Description	Enter this Value
Sending Member	The name of the member sending the file.	PartnerA
Password	The sending member's password. No value is needed if the sending member is trusted.	No value
Receiving Member	The name of the member receiving the file.	ECX
File Name	The fully qualified pathname for the file you wish to send.	$NSBASE/NS-apps/ECXpert/maps/Input_810.txt
File Type	The file type of the file you wish to send.	EDI

Figure 3-12    Completed Submission Information screen

When you have finished filling in the Submission Information form, it should look similar to that shown in Figure 3-12.

Figure 3-13    Completed Submission Information screen

Click Submit. When the file has been submitted, a screen appears, shown in Figure 3-13, indicating registration of the file for submission and confirmation that the submission is done. If an error appears, proceed to step 11.

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Note	The screen showing completed submission utilized an internal working data path to the demo data versus the production data path specified in Table 3-2.

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11. Resolve any error messages.




For any error messages that appear on the submittal screen, use the error and resolution descriptions provided in Table 3-3 to resolve common error messages Once the document has been successfully submitted, continue with step 12.:


Table 3-3    Common Errors 

Error	Resolution
Submission failed. [Error# 6012]	Go to ECXpert Main Menu > Admin > Management and make sure that the ECXpert Administration Server, FTP Server for Application Data, and TCP/IP Connector On/Off switches are in the On position.
Size of input file happens to be zero.[Error# 6024]	You have either incorrectly entered the file name in the Submission Information form, or the file does not exist. Check the $NSBASE/NS-apps/ECXpert/maps directory to make sure the file Input_810.txt file is there. If it is not, copy it from the backup version you created in step 1 and try submitting again.
Invalid trading partnership. [Error #603]	The Input_810.txt file contains an invalid trading partner, or the test data and and the partnership do not match. Open the Support UI and verify the Trading Partnership has the correct sender and receiver. For example, "ZZ/PartnerA" and "ZZ/ECXmember".





12. Log onto the Product Administrative Interface again.




Click the Support link. Then enter your login information in the Login window that appears. The default user name/password is ECX/ECX.



When you have entered your login information, click Enter.



13. Verify that the document was submitted without an error.

Figure 3-14    ECXpert Support UI Tracking Tab File Constraints

Click the Tracking tab. The Enter Search Constraints tab appears, as shown in Figure 3-14.

In the Date/Time portion of the screen, click the Calendar icon immediately to the right of the From Date: field. Today's date appears in the From Date: field. Click Search.

The File Level Results tab appears, displaying all of today's submissions. You can identify your submission by looking for the appropriate sender, receiver, and doc type.

If there is a green dot in the far left column of your submission, the test document was submitted correctly. Oracle and ECXpert have been installed and configured correctly.

What's Next?

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Now that you have successfully installed Netscape ECXpert 3.0, use the information in the following table to determine what your next step should be:

Table 3-4    Post-installation Steps 

If you want to...	Refer to...
Enable AIAG Server support	Enabling Support for AIAG E-5 2000
Enlarge data fields to accept 60 characters	Enabling Support for Expanded Data Fields
Change your initial user passwords.	ECXpert Operations Reference Manual (note: 3.5 Ecxpert Operations Manual will be released in January 2001).
Learn more about tuning and scaling your ECXpert System	ECXpert Administrator's Handbook, "System Settings" appendix
Set up certificates	ECXpert Administrator's Handbook, Chapter 6, "Working with Certificates"
Enable SNMP support	ECXpert Administrator's Handbook
Enable Automatic Reboot of your ECXpert system	ECXpert Operations Reference Manual, "System Monitoring and Recovery Procedures" chapter. Refer specifically to the following section: "Recovery Following System Failure—Configuring for Automatic Startup on Reboot under Solaris."
Install Actuate Reports and Actuate Premium Package	Actuate Reporting System User's Guide
Install Directory Server and Enable Lightweight Directory Access Protocol (LDAP) Support	The Netscape Directory Server documentation included on separate media in your ECXpert package ECXpert Administrator's Handbook, Chapter 3, "Setting Up Members"
Install iPlanet Messaging Server	The iPlanet Messaging Server documentation included on separate media in your ECXpert package
Install Mercator Authoring System and mapping files	ECXpert Administrator's Handbook Mercator Getting Started guide
Configure ECXpert to work with MSOutlook	ECXpert Administrator's Handbook
Configure Sendmail for use with ECXpert	See the Note under Step 4 of  Running the ECXpert Installer in the Installing ECXpert portion of this manual.

Enabling Support for AIAG E-5 2000

ECXpert 3.5 supports the AIAG E-5 2000 protocol standard. If your site uses this standard for business document processing, you will need to install support for documents exchanged with this protocol. To do this, run the script AIAG_setup.sh This script creates or purges AIAGTransaction Table based on the option specified.

The following is the syntax used to run this script from a terminal window as the actraadm user:

AIAG_setup oracle_userame oracle_password tns_alias {create|purge}

Where:

oracle_username - is the login name used to login to oracle (e.g. oracle)

oracle_password - is the password used to log in to the oracle database. (e.g. oracle.iplanet)

tns_alias - is the TNS alias string used to identify the oracle instance (e.g. ORAINST.IPLANET)

{create|purge}

   - consists of the 'create' option to create the AIAGTransaction Table if it doesn't exist, and the

'purge' option deletes all records from AIAGTransaction Table

Execute the run script command as follows:

$NSBASE/NS-apps/.................AIAGscriptname

The script is self running. When the script has been installed, the prompt is returned.

Enabling Support for Expanded Data Fields

ECXpert 3.5 supports larger data entry fields for the following parameters:

• senderid



• receiverid

In order to use this feature, you will need to run the following script as user Actraadm from the terminal prompt:

enlarge_email_addr.sql

This script is located in the directory:

$NSBASE/NS-apps/ECXpert/dbadmin/oracle/migration/30_to_35

The script is self-running. When the script has been installed, the prompt is returned. The ECXpert tables that are updated for 128 char length are as follows:

1)

Table name: MBADDRESSES

field name : MBAQUALID Desc: member Addr. Qual. Id.

new length : 128

2)

Table name: PARTNERSHIPS

field name : PNSNDRQUALID Dsec: sender Id

field name : PNRCVRQUALID Desc: recvr. Id.

new length : 128

3)

Table name: TRKINTCHG

field name : TISNDRQUALID Dsec: sender Id

field name : TIRCVRQUALID Desc: recvr. Id.

new length : 128

4)

Table name: TRKDOC

field name : TDSNDRQUALID Dsec: sender Id

field name : TDRCVRQUALID Desc: recvr. Id.

new length : 128