X12 Manager Guide - Oracle

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ASC X12 ManagerComposite ApplicationUser’s GuideRelease 5.0SeeBeyond Proprietary and Confidential

The information contained in this document is subject to change and is updated periodically to reflect changes to the applicablesoftware. Although every effort has been made to ensure the accuracy of this document, SeeBeyond Technology Corporation(SeeBeyond) assumes no responsibility for any errors that may appear herein. The software described in this document is furnishedunder a License Agreement and may be used or copied only in accordance with the terms of such License Agreement. Printing,copying, or reproducing this document in any fashion is prohibited except in accordance with the License Agreement. The contentsof this document are designated as being confidential and proprietary; are considered to be trade secrets of SeeBeyond; and may beused only in accordance with the License Agreement, as protected and enforceable by law. SeeBeyond assumes no responsibility forthe use or reliability of its software on platforms that are not supported by SeeBeyond.SeeBeyond, e*Gate, e*Way, and e*Xchange are the registered trademarks of SeeBeyond Technology Corporation in the United Statesand/or select foreign countries. The SeeBeyond logo, SeeBeyond Integrated Composite Application Network Suite, eGate, eWay,eInsight, eVision, eXchange, eView, eIndex, eTL, ePortal, eBAM, and e*Insight are trademarks of SeeBeyond Technology Corporation.The absence of a trademark from this list does not constitute a waiver of SeeBeyond Technology Corporation’s intellectual propertyrights concerning that trademark. This document may contain references to other company, brand, and product names. Thesecompany, brand, and product names are used herein for identification purposes only and may be the trademarks of their respectiveowners. 2004 by SeeBeyond Technology Corporation. All Rights Reserved. This work is protected as an unpublished work under thecopyright laws.This work is confidential and proprietary information of SeeBeyond and must be maintained in strict confidence.Version 20041119081340.ASC X12 Manager Composite Application User’s Guide2SeeBeyond Proprietary and Confidential

ContentsContentsList of Figures7List of Tables9Chapter 1Introduction10About X12 Manager10About This Document11What’s in This DocumentIntended AudienceDocument ConventionsScreenshots11111112Related Documents12SeeBeyond Web Site13SeeBeyond Documentation Feedback13Chapter 2Overview of X12 Manager14About X1214What Is X12?What Is a Message Structure?1415Components of an X12 Envelope15Data ElementsSegmentsLoopsDelimiters16161617Structure of an X12 Envelope17Transaction Set (ST/SE)Functional Group (GS/GE)Interchange Envelope (ISA/IEA)Control NumbersISA13 (Interchange Control Number)GS06 (Functional Group Control Number)ST02 (Transaction Set Control Number)ASC X12 Manager Composite Application User’s Guide319192021222222SeeBeyond Proprietary and Confidential

ContentsBackward Compatibility22Example of EDI Usage23Overview of EDI Payments ProcessingTypes of Information That Is Exchanged ElectronicallyTypes of Electronic PaymentTransfer of FundsPayment-Related EDI Transactions2323242525Acknowledgment Types25TA1, Interchange Acknowledgment997, Functional AcknowledgmentApplication Acknowledgments252626Key Parts of EDI Processing Logic26StructuresValidations, Translations, Enveloping, AcknowledgmentsTrading Partner Agreements272727Additional Information28About eXchange Integrator28eXchange and the ICAN SuiteeXchange Architectural OverviewProcess Overview292930About B2B Protocol Manager Composite Applications31Composite Applications and the ICAN SuiteAbout Protocol Manager Composite Applications and eXchangeExample: X12 Protocol Manager Composite Application313234Chapter 3Installing X12 Manager35System Requirements35Supported Operating SystemsDatabase SupportDatabase for eXchange Partner Management and Message TrackingDatabase for Persistence and Monitoring via eInsight Engine35363636Before You Install36Installing the Product Files36Uploading X12 Manager to the RepositoryRefreshing Enterprise Designer3739Database Scripts42Chapter 4Using eXchange Partner Manager43Overview of the ePM Parameter Hierarchy43Parameters at the Trading Partner Level44ASC X12 Manager Composite Application User’s Guide4SeeBeyond Proprietary and Confidential

ContentsTrading Partner PropertiesTrading Partner Components: OverviewTrading Partner Components Delivery ChannelsParameters for Delivery Channels: “General” TabParameters for Delivery Channels: “ToPartner Transport” TabParameters for Delivery Channels: “FromPartner Transport” TabParameters for Delivery Channels: “ToPartner Packaging” TabParameters for Delivery Channels: “FromPartner Packaging” TabTrading Partner Components Enveloping ChannelsParameters for Enveloping Channels: “General” TabParameters for Enveloping Bindings: “ToPartner Envelope” SubtabAbout “cron” expressionsParameters for Enveloping Bindings: “FromPartner DeEnvelope” Tab44444546464647484950505152Parameters at the Trading Partner Profile (TPP) Level53Parameters at the Business Service Level54Business Service Properties5454Business Service Business ActionsParameters at the Business Action Level55Chapter 5Customizing a Validation Handler BPOverview of the Exercise5858Chapter 6Implementation Scenario61Overview of the Sample ImplementationInitial Setup Steps6162Installing the Sample Files for X12Importing the Sample Projects6263Design Steps in Enterprise Designer64Setting Up the Sample EnvironmentsViewing and Activating the B2B Host ProjectComponents of the B2B Host Project (X12 Host)Creating and Activating the Project Deployment ProfilesDesign Steps in ePM80Importing the Trading Partners into the EnvironmentsConfiguring Trading Partner Parameters for the “Berlin” TPTP “Berlin”: Parameters for the Delivery ChannelActivating the Trading PartnerConfiguring Trading Partner Parameters for the “Atlanta” TPTP “Atlanta”: Parameters for the Delivery ChannelActivating the Trading PartnerRuntime Steps8181829090919899Starting the Logical HostsSupplying the Input DataASC X12 Manager Composite Application User’s Guide65676771991005SeeBeyond Proprietary and Confidential

ContentsUsing the Message Tracking Facility101GlossaryGlossary of Acronyms106108OTD Syntax Validation Handlers109Activity Flow109Fault ricExceptionOther Faults112113113114Variables Referenced by OTD Validation Handler BPsThe Value of the {BizRespCorrPath} VariableIndexASC X12 Manager Composite Application User’s Guide1141141176SeeBeyond Proprietary and Confidential

List of FiguresList of FiguresFigure 1X12 Envelope Schematic18Figure 2X12 997 (Functional Acknowledgment) Segment Table18Figure 3Example of a Transaction Set Header (ST)19Figure 4Example of a Transaction Set Trailer (SE)19Figure 5Example of a Functional Group Header (GS)20Figure 6Example of a Functional Group Trailer (GE)20Figure 7Example of an Interchange Header (ISA)21Figure 8Example of an Interchange Trailer (IEA)21Figure 9eXchange and the ICAN Suite29Figure 10eXchange Architecture31Figure 11Composite Applications and the ICAN Suite32Figure 12SeeBeyond-Supplied BP (for Processing Business Acknowledgments in X12)33Figure 13Enterprise Manager ADMIN Page: Uploading the ProductsManifest.xml File38Figure 14Update Center Wizard: Select Modules to Install40Figure 15Update Center Wizard: Progress Bars41Figure 16Update Center Wizard: Restart Enterprise Designer41Figure 17ePM Parameter Hierarchy of TP TP Profile Service43Figure 18Trading Partner Profile: “Properties” Tab53Figure 19Accessing the Business Service Configuration Window54Figure 20Business Service Configuration: “Business Actions” Tab55Figure 21Opening the X12 v4021 219 Full Syntax Validation Handler59Figure 22Mappings for the Request/Response Correlation Key59Figure 23Project Explorer Tree, After Importing Sample Projects for X1264Figure 24Environment Constant X12 DataDir for AtlantaEnv66Figure 25Components of B2B Host Project (“X12 Host”)69Figure 26Auto-Mapping Services and eWays70Figure 27Deployment Profile for B2B Host, Before Activation70Figure 28Deployment Profile for Error Processing72Figure 29Mapping Variables72Figure 30Deployment Profile for Channel Manager Inbound From Partner73Figure 31Assigning an eXchangeService Connection and Selecting Its Protocol73Figure 32Assigning Components for an Atlanta Request Project (Feeder/Increment)74ASC X12 Manager Composite Application User’s Guide7SeeBeyond Proprietary and Confidential

List of FiguresFigure 33Activation of a Berlin Reply Project75Figure 34Configuring InboundeXchangeService Connection to the Validation Handler76Figure 35Deployment Profile DP X12 AtlantaEnv78Figure 36Initial ePM Screen81Figure 37List of Delivery Channel Bindings for Trading Partner “Berlin”82Figure 38Delivery Channel for “Berlin”: General Properties for BLF 850 Out83Figure 39Properties of Business Service “dlg 850 Out”88Figure 40Business Actions for Business Service “dlg 850 Out”88Figure 41Trading Partner “Atlanta” (in BerlinEnv)91Figure 42Delivery Channel for “Atlanta”: General Properties for BLF 850 Out92Figure 43Message Tracking, on Startup102Figure 44Message Tracking, Showing Initial Search Results103Figure 45Message Tracking, Showing Filtered Results104Figure 46Message Tracking, Showing Package Details and Message Content105ASC X12 Manager Composite Application User’s Guide8SeeBeyond Proprietary and Confidential

List of TablesList of TablesTable 1Document Conventions12Table 2Default Delimiters in X12 OTD Libraries17Table 3Key Parts of EDI Processing26Table 4Parameters for XDC Bindings: “General” Tab46Table 5Parameters for XDC Bindings: “ToPartner Packaging” Tab47Table 6Parameters for XDC Bindings: “FromPartner Packaging” Tab48Table 7Parameters for Enveloping Channels: “ToPartner Envelope Binding” Subtab50Table 8Parameters for Enveloping Channels: “FromPartner DeEnvelope Binding” Tab 52Table 9Parameters in the (TP- TPP- ) “Properties” Tab53Table 10Parameters in the (TP- TPP- Business Service) “Business Actions” Tab55Table 11List of Delivery Channels for Trading Partner “Berlin”82Table 12ToPartnerTransport Parameters for Trading Partner “Berlin”83Table 13FromPartnerTransport Parameters for Trading Partner “Berlin”84Table 14ToPartnerPackaging Parameters for Trading Partner “Berlin”84Table 15FromPartnerPackaging Parameters for Trading Partner “Berlin”85Table 16ToPartner Enveloping Parameters for Trading Partner “Berlin”86Table 17FromPartner Enveloping Parameters for Trading Partner “Berlin”87Table 18Parameters for Trading Partner “Berlin”, Business Service “dlg 850 Out”88Table 19List of Delivery Channels for Trading Partner “Atlanta”91Table 20ToPartnerTransport Parameters for Trading Partner “Atlanta”92Table 21FromPartnerTransport Parameters for Trading Partner “Atlanta”93Table 22ToPartnerPackaging Parameters for Trading Partner “Atlanta”93Table 23FromPartnerPackaging Parameters for Trading Partner “Atlanta”94Table 24ToPartner Enveloping Parameters for Trading Partner “Atlanta”95Table 25FromPartner Enveloping Parameters for Trading Partner “Atlanta”96Table 26Parameters for Trading Partner “Atlanta”, Business Service “dlg 850 Out”97Table 27Variables Referenced by OTD Validation Handler BPsASC X12 Manager Composite Application User’s Guide9114SeeBeyond Proprietary and Confidential

Chapter 1IntroductionThis chapter introduces you to this guide, its general purpose and scope, and itsorganization. It also provides sources of related documentation and information.What’s in This Chapter About X12 Manager on page 10 About This Document on page 11 Related Documents on page 12 SeeBeyond Web Site on page 13 SeeBeyond Documentation Feedback on page 131.1About X12 ManagerThis user’s guide provides instructions and background information for all users of theASC X12 Manager Composite Application (X12 Manager). This guide is designed formanagers, system administrators, and others who use X12 Manager.The purpose of this guide is to help you do the following: Understand the nature of X12 Manager. Understand the function of X12 Manager. Understand the relationship of X12 Manager to other components of the SeeBeyondIntegrated Composite Application Network (ICAN) Suite. Learn about the X12 Manager components and how to use them in yourenvironment.What’s New in This ReleaseASC X12 Manager Composite Application is a new product at this release.Version 5.0 is being initially released at the same time as version 5.0.5 of theICAN suite, which includes version 5.0.5 of eXchange Integrator.ASC X12 Manager Composite Application User’s Guide10SeeBeyond Proprietary and Confidential

Chapter 1Introduction1.2Section 1.2About This DocumentAbout This DocumentThis section provides a brief outline of this user’s guide.1.2.1.What’s in This DocumentThis guide includes the following chapters: Chapter 1, “Introduction” provides an overview of this document’s purpose,contents, writing conventions, and supported documents. Chapter 2, “Overview of X12 Manager” discusses general features and architectureof X12 Manager. Chapter 3, “Installing X12 Manager” lists prerequisite that must be met beforeinstallation, and provides step-by-step instructions for installing the product filesfor X12 Manager and setting it up for use. Chapter 4, “Using eXchange Partner Manager” discusses the X12-specific itemsthat can or must be configured in eXchange Partner Manager (ePM). Chapter 5, “Customizing a Validation Handler BP” is a short exercise to showhow to locate and modify a SeeBeyond-supplied B2B protocol. Chapter 6, “Implementation Scenario” provides step-by-step procedures forcreating implementation scenarios that provide a sample of how X12 Manager canbe used to achieve B2B solutions.The “Glossary of Acronyms” explains acronyms and initialisms in this guide, andAppendix A (“OTD Syntax Validation Handlers”) provides in-depth technicalinformation on B2B protocol processes for handling OTD syntax validation.1.2.2.Intended AudienceThis guide is intended for experienced computer users who have the responsibility ofhelping to set up and maintain a fully functioning ICAN Suite system. This personmust also understand any operating systems on which the ICAN Suite will be installed(Windows, UNIX, and/or HP NonStop Server), and must be thoroughly familiar withWindows-style GUI operations.1.2.3.Document ConventionsThe following conventions are observed throughout this document.ASC X12 Manager Composite Application User’s Guide11SeeBeyond Proprietary and Confidential

Chapter 1IntroductionSection 1.3Related DocumentsTable 1 Document ConventionsTextConventionExampleNames of buttons, files,icons, parameters, variables,methods, menus, and objectsBold text Command line arguments,code samplesFixed font. Variables areshown in bold italic.bootstrap -p passwordHypertext linksBlue textSee “Document Conventions”Hypertext links for Webaddresses (URLs) or emailaddressesBlue underlined com1.2.4.Click OK to save and close.From the File menu, select Exit.Select the logicalhost.exe file.Enter the timeout value.Use the getClassName() method.Configure the Inbound File eWay.ScreenshotsDepending on what products you have installed, and how they are configured, thescreenshots in this document may differ from what you see on your system.1.3Related DocumentsFor more information about eXchange and the ICAN Suite, refer to the following:TitleFilenameSeeBeyond ICAN Suite Installation GuideICAN Install Guide.pdfeGate Integrator User’s GuideeGate User Guide.pdfeGate Integrator JMS Reference GuideeGate JMS Reference.pdfOracle eWay Intelligent Adapter User’s GuideOracle eWay.pdfHTTP(S) eWay Intelligent Adapter User’s GuideHTTPS eWay.pdfBatch eWay Intelligent Adapter User’s GuideBatch eWay.pdfFile eWay Intelligent Adapter User’s GuideFile eWay.pdfeXchange Integrator User’s GuideeXchange User Guide.pdfeXchange Integrator Developer’s GuideeXchange Developer Guide.pdfX12 OTD Library User’s GuideX12 OTD Library.pdfReadme for ICAN 5.0.5Readme.txtAlso see the URLs provided in “Additional Information” .ASC X12 Manager Composite Application User’s Guide12SeeBeyond Proprietary and Confidential

Chapter 1Introduction1.4Section 1.4SeeBeyond Web SiteSeeBeyond Web SiteThe SeeBeyond Web site is your best source for up-to-the-minute product news andtechnical support information. The site’s URL is:http://www.seebeyond.com1.5SeeBeyond Documentation FeedbackWe appreciate your feedback. Please send any comments or suggestions regarding thisdocument to:docfeedback@seebeyond.comASC X12 Manager Composite Application User’s Guide13SeeBeyond Proprietary and Confidential

Chapter 2Overview of X12 ManagerThis chapter provides a general overview of the X12 Manager and its place in the ICANSuite, including system descriptions, general operation, and basic features.What’s in This Chapter About X12 on page 14 About eXchange Integrator on page 28 About B2B Protocol Manager Composite Applications on page 31For more information about eGate, eXchange, or the X12 OTD Library, see thecorresponding user’s guides. For more information about X12, see the documentationissued by the standards organization.2.1About X12This section provides the following information: An overview of X12, including the structure of an X12 envelope, data elements, andsyntax. An explanation of how to use the generic message structures provided as an add-onto eGate to help you quickly create the structures you need for X12 transactions. An example of how X12 is used in payment processing.2.1.1.What Is X12?X12 is an EDI (electronic data interchange) standard, developed for the electronicexchange of machine-readable information between businesses.The Accredited Standards Committee (ASC) X12 was chartered by the AmericanNational Standards Institute (ANSI) in 1979 to develop uniform standards forinterindustry electronic interchange of business transactions—electronic datainterchange (EDI). The result was the X12 standard.An organization called the X12 body develops, maintains, interprets, and promotes theproper use of the ASC standard. Data Interchange Standards Association (DISA)publishes the X12 standard and the UN/EDIFACT standard. The X12 body comestogether three times a year to develop and maintain EDI standards. Its main objective isto develop standards to facilitate electronic interchange relating to businessASC X12 Manager Composite Application User’s Guide14SeeBeyond Proprietary and Confidential

Chapter 2Overview of X12 ManagerSection 2.2Components of an X12 Envelopetransactions such as order placement and processing, shipping and receivinginformation, invoicing, and payment information.X12 was originally intended to handle large batches of transactions. However, it hasbeen extended to encompass real-time processing (transactions sent individually asthey are ready to send, rather than held for batching).2.1.2.What Is a Message Structure?The term message structure (also called a transaction set structure) refers to the way inwhich data elements are organized and related to each other for a particular EDItransaction.In eGate, a message structure is called an Object Type Definition (OTD). Each messagestructure (OTD) consists of the following: Physical hierarchyThe predefined way in which envelopes, segments, and data elements areorganized to describe a particular X12 EDI transaction. DelimitersThe specific predefined characters that are used to mark the beginning and end ofenvelopes, segments, and data elements. PropertiesThe characteristics of a data element, such as the length of each element, defaultvalues, and indicators that specify attributes of a data element—for example,whether it is required, optional, or repeating.The transaction set structure of an invoice that is sent from one trading partner toanother defines the header, trailer

Learn about the X12 Manager components and how to use them in your environment. What’s New in This Release ASC X12 Manager Composite Application is a new product at this release. Version 5.0 is being initially released at the same time as version 5.0.5 of the

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